[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @DJ_EBITDA DJ_EBITDA There has been significant activity and discussion around various insurance stocks, particularly $KNSL, $PGR, $WRC, and $AJG. A recent call with Truist helped $KNSL recover, and its performance has had a ripple effect on other insurance stocks. The overall sentiment seems to be that some insurance stocks are doing well despite a soft market, while others are struggling. ### Engagements: XXX [#](/creator/twitter::1409943529778946049/interactions)  - X Week XXXXX -XXXX% - X Month XXXXXX +5.70% - X Months XXXXXXX +456% - X Year XXXXXXX +2,519% ### Mentions: XX [#](/creator/twitter::1409943529778946049/posts_active)  - X Week XX +11% - X Month XXX -XX% - X Months XXX +377% - X Year XXX +2,397% ### Followers: XXX [#](/creator/twitter::1409943529778946049/followers)  - X Week XXX +2% - X Month XXX +5.10% - X Months XXX +75% - X Year XXX +54% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1409943529778946049/influencer_rank)  ### Social Influence [#](/creator/twitter::1409943529778946049/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [travel destinations](/list/travel-destinations) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$wrb](/topic/$wrb) #5, [insurance](/topic/insurance) #1975, [$knsl](/topic/$knsl) #3, [$ryan](/topic/$ryan) #2, [$ajg](/topic/$ajg) #5, [$pgr](/topic/$pgr) #23, [$trv](/topic/$trv) #15, [$drs](/topic/$drs) #13, [$acgl](/topic/$acgl) #6, [$bro](/topic/$bro) XXXX% **Top accounts mentioned or mentioned by** [@cedarstresearch](/creator/undefined) [@capstackcapital](/creator/undefined) [@blondesnmoney](/creator/undefined) [@tyrobben](/creator/undefined) [@longwalkcapital](/creator/undefined) [@vikingvan100](/creator/undefined) [@snorlaxuw](/creator/undefined) [@ruthcapital](/creator/undefined) [@koyfincharts](/creator/undefined) [@cedarreseach](/creator/undefined) [@michaelkudrna](/creator/undefined) [@mariojr66](/creator/undefined) [@tangentstyle2](/creator/undefined) [@ft](/creator/undefined) [@dalibali2](/creator/undefined) [@tradingthomas3](/creator/undefined) [@firstsquawk](/creator/undefined) [@theinformation](/creator/undefined) [@nextgenstats](/creator/undefined) [@ramsnfl](/creator/undefined) **Top assets mentioned** [W R Berkley Corp (WRB)](/topic/$wrb) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Ryan Specialty Group, Inc. (RYAN)](/topic/$ryan) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [Progressive Corp (PGR)](/topic/$pgr) [TrustVerse (TRV)](/topic/$trv) [Leonardo DRS, Inc. Common Stock (DRS)](/topic/$drs) [Arch Capital Group Ltd (ACGL)](/topic/$acgl) [Neurobro (BRO)](/topic/$bro) [Willis Towers Watson Public Limited Company Ordinary Shares (WTW)](/topic/$wtw) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [Aon PLC (AON)](/topic/$aon) [Marriott International Inc (MAR)](/topic/$mar) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [Hartford Financial Services Group Inc (HIG)](/topic/$hig) [Bitcoin (BTC)](/topic/bitcoin) [GUIDEWIRE SOFTWARE, INC. (GWRE)](/topic/$gwre) [General Electric Company (GE)](/topic/$ge) [Old Republic International Corporation (ORI)](/topic/$ori) [Rollins, Inc. (ROL)](/topic/$rol) [Palomar Holdings, Inc. Common stock (PLMR)](/topic/$plmr) [Lemonade, Inc. (LMND)](/topic/$lmnd) [The Root Network (ROOT)](/topic/$root) [First American Financial Corporation (FAF)](/topic/$faf) [Fidelity National Financial, Inc. (FNF)](/topic/$fnf) [SaitaChain Coin (STC)](/topic/$stc) [Selective Insurance Group (SIGI)](/topic/$sigi) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Cheeseball (CB)](/topic/$cb) ### Top Social Posts [#](/creator/twitter::1409943529778946049/posts) --- Top posts by engagements in the last XX hours "$DRS usually doesn't see a lot of call vol. But this week a call whale decided to press. This company is a defense contractor so the majority of its revenues are from DoD. Either this whale knows something or he/she is just gambling" [X Link](https://x.com/DJ_EBITDA/status/1944023581211734260) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-12T13:18Z XXX followers, XXX engagements "$ACGL is playing Florida too" [X Link](https://x.com/DJ_EBITDA/status/1950640862314238241) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-30T19:33Z XXX followers, XXX engagements "$ACGL bag holders rejoice. Buyback is coming" [X Link](https://x.com/DJ_EBITDA/status/1950642314264957099) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-30T19:39Z XXX followers, XXX engagements "Should have bought more $WRB. Rotation and soft market got nothing on it" [X Link](https://x.com/DJ_EBITDA/status/1958235038333784396) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-20T18:29Z XXX followers, XXX engagements "$AJG is somehow red right now. I would like to speak to the stock market manager and request a refund" [X Link](https://x.com/DJ_EBITDA/status/1958895614789587377) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-22T14:14Z XXX followers, XXX engagements "Some whale bought 200x $AJG 1/26 300C 🧐" [X Link](https://x.com/DJ_EBITDA/status/1961105895682978168) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-28T16:37Z XXX followers, XXX engagements "Some brokers are getting too cheap now $AJG $RYAN $BRO $AON $WTW" [X Link](https://x.com/DJ_EBITDA/status/1954977333074702507) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-11T18:44Z XXX followers, 1102 engagements "Why not just full port this $WRB meme coin and let the Japanese do the heavy lifting ATH after ATH" [X Link](https://x.com/DJ_EBITDA/status/1973030786837410088) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-30T14:22Z XXX followers, XXX engagements "Nothing beats $WRB" [X Link](https://x.com/DJ_EBITDA/status/1976678336144560389) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-10T15:56Z XXX followers, XXX engagements "So $ATAT is guiding XX% rev growth and XX% share buyback (unusual for a Chinese stonk) while $MAR and $HIL are struggling in China WTF LOL" [X Link](https://x.com/DJ_EBITDA/status/1935395903915049212) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-06-18T17:55Z XXX followers, XXX engagements "I think insurance brokers should just jointly create their own accounting standards at this point. There might be 5-6 of them left when humanity reaches singularity anyway. I still like $AJG but holy non-GAAP adjustment" [X Link](https://x.com/DJ_EBITDA/status/1947108863540658536) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-21T01:38Z XXX followers, 1110 engagements "$VRSK can't be immune from the insurance exodus" [X Link](https://x.com/DJ_EBITDA/status/1950915336842408338) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-31T13:43Z XXX followers, XXX engagements "$WTW ripped too. $BRO has to be a skill issue" [X Link](https://x.com/DJ_EBITDA/status/1950929912937758823) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-31T14:41Z XXX followers, XXX engagements "$KNSL P/E is back to soft market range" [X Link](https://x.com/DJ_EBITDA/status/1955316076700635489) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-12T17:10Z XXX followers, XXX engagements "$PGR's July results look good" [X Link](https://x.com/DJ_EBITDA/status/1958160119201669450) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-20T13:32Z XXX followers, XXX engagements "$LNG is at $XXX now. Time to take profits and buy again at $XXX LOL" [X Link](https://x.com/DJ_EBITDA/status/1958890503967047856) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-22T13:54Z XXX followers, XXX engagements "It's kinda wild to me that $HIG is up XX% YTD and $TRV is up XXXX% YTD. They aren't the best insurers but definitely the best insurance stocks this year" [X Link](https://x.com/DJ_EBITDA/status/1961420437357048197) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-29T13:27Z XXX followers, XXX engagements "@CedarStResearch @mariojr66 @tangentstyle2 The strength in $WRB since June is quite unusual if you look across insurance which has been a total POS sector. It's gotta be the Japanese bidding up the stock. Nobody wants insurance now" [X Link](https://x.com/DJ_EBITDA/status/1972330837418107287) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-28T16:01Z XXX followers, XX engagements "@blondesnmoney Yeah the FL guys seem to have it easy this year. $UVE is trading like an AI-enabled insurer that also invests in Bitcoin. Thanks to $KNSL management the soft market narrative seems to abate a bit" [X Link](https://x.com/DJ_EBITDA/status/1974121335505961046) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-03T14:36Z XXX followers, XXX engagements "Sorry $KNSL bears. I don't make the rules" [X Link](https://x.com/DJ_EBITDA/status/1974157516436353368) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-03T17:00Z XXX followers, XXX engagements "@TyRobben @CedarStResearch Interesting. Sounds like $GWRE should just merge with $VRSK" [X Link](https://x.com/DJ_EBITDA/status/1975200728013852887) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-06T14:05Z XXX followers, XXX engagements "@CapstackCapital Its in the dog house like every P&C name. Unless management pulls a $KNSL the name is stuck like others. Look at $PGR nothing matters other than flow. Earthquake insurance is essentially free money like mortgage insurance. But nobody cares now" [X Link](https://x.com/DJ_EBITDA/status/1975712297034391572) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-07T23:58Z XXX followers, XXX engagements "@theinformation Who cares about financial return. Just yeet the stonks up" [X Link](https://x.com/DJ_EBITDA/status/1979651483080745173) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-18T20:51Z XXX followers, 7970 engagements "@NextGenStats @RamsNFL Thanks to Ohtani" [X Link](https://x.com/DJ_EBITDA/status/1979962144860107255) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-19T17:25Z XXX followers, XXX engagements "Californian home insurance startup uses AI to expand in risky markets - Los Angeles Times" [X Link](https://x.com/DJ_EBITDA/status/1980263320621080961) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-20T13:22Z XXX followers, XXX engagements "@jbulltard1 At least its not bed with AWS taking down western civilization today" [X Link](https://x.com/DJ_EBITDA/status/1980325458534363287) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-20T17:29Z XXX followers, XXX engagements "$GE 320C whale nailed it. You don't see a lot of option whale in $GE but they don't miss" [X Link](https://x.com/DJ_EBITDA/status/1980629473163960738) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-21T13:37Z XXX followers, XXX engagements "Not many insurers advertise low volatility like $ORI (and $WRB and $IGIC too) in the age of hero ball" [X Link](https://x.com/DJ_EBITDA/status/1948371360394379356) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-24T13:15Z XXX followers, 1317 engagements "$ROL is never gonna miss numbers with self insurance" [X Link](https://x.com/DJ_EBITDA/status/1949204813755097531) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-26T20:26Z XXX followers, XXX engagements "$RYAN has fallen as well. All the brokers are shot" [X Link](https://x.com/DJ_EBITDA/status/1951057805064163657) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-31T23:10Z XXX followers, XXX engagements "$WRB is ready for takeoff" [X Link](https://x.com/DJ_EBITDA/status/1953444172545015943) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-07T13:12Z XXX followers, XXX engagements "$RYAN is up too ofc" [X Link](https://x.com/DJ_EBITDA/status/1973815981660397842) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-02T18:22Z XXX followers, XXX engagements "$PGR stays in doghouse and reinsurers are looking cheap per MS's survey of investors" [X Link](https://x.com/DJ_EBITDA/status/1974109935438082293) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-03T13:51Z XXX followers, 2022 engagements "Weak stamping data $WRB and $KNSL are ripping. Somebody must be wrong" [X Link](https://x.com/DJ_EBITDA/status/1974110755789414562) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-03T13:54Z XXX followers, XXX engagements "$RYAN is getting a free ride in this violent $KNSL squeeze" [X Link](https://x.com/DJ_EBITDA/status/1974176289922965530) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-03T18:14Z XXX followers, XXX engagements "@CapstackCapital $KNSL did a call with Truist telling them decel is stabilizing. Bears got slaughtered quickly after the call. If $PLMR management does the same bears will be destroyed quickly as well. Even $RYAN rallied after the $KNSL call. So shorting P&C was/is fashionable" [X Link](https://x.com/DJ_EBITDA/status/1975714043265716292) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-08T00:05Z XXX followers, XXX engagements "Stamping data look good. $RYAN:" [X Link](https://x.com/DJ_EBITDA/status/1975940677780582762) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-08T15:05Z XXX followers, XXX engagements "Thanks $PGR" [X Link](https://x.com/DJ_EBITDA/status/1978505220725383422) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-15T16:56Z XXX followers, 1224 engagements "$TRV: Record Q. Blah blah blah. Algo: X% NPW growth. Trash. Yank the stock" [X Link](https://x.com/DJ_EBITDA/status/1978811299896168610) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-16T13:12Z XXX followers, 1348 engagements "Another day another blood bath in insurance land. Today's show is brought to you by $TRV" [X Link](https://x.com/DJ_EBITDA/status/1978865453821829231) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-16T16:47Z XXX followers, XXX engagements "@CedarStResearch @blondesnmoney $LMND and $ROOT are ripping. I think both of you are right" [X Link](https://x.com/DJ_EBITDA/status/1980348852696973551) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-20T19:02Z XXX followers, XXX engagements "Title insurance names are getting slaughtered today. $FNF $STC $FAF" [X Link](https://x.com/DJ_EBITDA/status/1943309567342907615) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-10T14:01Z XXX followers, 1577 engagements "This $FFH.TO chart is absurd" [X Link](https://x.com/DJ_EBITDA/status/1969435582293233833) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-20T16:16Z XXX followers, XXX engagements "The $DRS call whale essentially owns the OI of this stock. Better be cooking up some earth shattering shit" [X Link](https://x.com/DJ_EBITDA/status/1959652830803067158) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-24T16:23Z XXX followers, XXX engagements "$SIGI at 1.5x TBV looks like a juicy when insurance is out of love again" [X Link](https://x.com/DJ_EBITDA/status/1959658326482133220) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-24T16:45Z XXX followers, XXX engagements "Not sure how many $KNSL short enjoyers are out there. But pairing a $WRB long is a good idea" [X Link](https://x.com/DJ_EBITDA/status/1964564176292237612) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-07T05:39Z XXX followers, 1289 engagements "$KNSL how the table has turned" [X Link](https://x.com/DJ_EBITDA/status/1973815033479283001) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-02T18:19Z XXX followers, 1141 engagements "@KoyfinCharts Interesting. $HOOD outperforms $IBRK by a lot in 1Y though" [X Link](https://x.com/DJ_EBITDA/status/1979193227237560824) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-17T14:30Z XXX followers, XXX engagements "@CedarStResearch I am surprised that $BOW was red even though $WRb said healthcare liability was a bright spot. Maybe the gig is up with $BOW" [X Link](https://x.com/DJ_EBITDA/status/1980848199142420657) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-22T04:06Z XXX followers, XX engagements "$WRB and $CB bailed out everybody else" [X Link](https://x.com/DJ_EBITDA/status/1980991873373364457) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-22T13:37Z XXX followers, XXX engagements
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@DJ_EBITDA DJ_EBITDAThere has been significant activity and discussion around various insurance stocks, particularly $KNSL, $PGR, $WRC, and $AJG. A recent call with Truist helped $KNSL recover, and its performance has had a ripple effect on other insurance stocks. The overall sentiment seems to be that some insurance stocks are doing well despite a soft market, while others are struggling.
Social category influence stocks XXXXX% finance XXXX% cryptocurrencies XXXX% countries XXXX% travel destinations XXXX% technology brands XXXX%
Social topic influence $wrb #5, insurance #1975, $knsl #3, $ryan #2, $ajg #5, $pgr #23, $trv #15, $drs #13, $acgl #6, $bro XXXX%
Top accounts mentioned or mentioned by @cedarstresearch @capstackcapital @blondesnmoney @tyrobben @longwalkcapital @vikingvan100 @snorlaxuw @ruthcapital @koyfincharts @cedarreseach @michaelkudrna @mariojr66 @tangentstyle2 @ft @dalibali2 @tradingthomas3 @firstsquawk @theinformation @nextgenstats @ramsnfl
Top assets mentioned W R Berkley Corp (WRB) Kinsale Capital Group, Inc. (KNSL) Ryan Specialty Group, Inc. (RYAN) Arthur J. Gallagher & Co. (AJG) Progressive Corp (PGR) TrustVerse (TRV) Leonardo DRS, Inc. Common Stock (DRS) Arch Capital Group Ltd (ACGL) Neurobro (BRO) Willis Towers Watson Public Limited Company Ordinary Shares (WTW) Verisk Analytics, Inc. (VRSK) Aon PLC (AON) Marriott International Inc (MAR) Cheniere Energy, Inc. (LNG) Hartford Financial Services Group Inc (HIG) Bitcoin (BTC) GUIDEWIRE SOFTWARE, INC. (GWRE) General Electric Company (GE) Old Republic International Corporation (ORI) Rollins, Inc. (ROL) Palomar Holdings, Inc. Common stock (PLMR) Lemonade, Inc. (LMND) The Root Network (ROOT) First American Financial Corporation (FAF) Fidelity National Financial, Inc. (FNF) SaitaChain Coin (STC) Selective Insurance Group (SIGI) Robinhood Markets, Inc. (HOOD) Cheeseball (CB)
Top posts by engagements in the last XX hours
"$DRS usually doesn't see a lot of call vol. But this week a call whale decided to press. This company is a defense contractor so the majority of its revenues are from DoD. Either this whale knows something or he/she is just gambling"
X Link @DJ_EBITDA 2025-07-12T13:18Z XXX followers, XXX engagements
"$ACGL is playing Florida too"
X Link @DJ_EBITDA 2025-07-30T19:33Z XXX followers, XXX engagements
"$ACGL bag holders rejoice. Buyback is coming"
X Link @DJ_EBITDA 2025-07-30T19:39Z XXX followers, XXX engagements
"Should have bought more $WRB. Rotation and soft market got nothing on it"
X Link @DJ_EBITDA 2025-08-20T18:29Z XXX followers, XXX engagements
"$AJG is somehow red right now. I would like to speak to the stock market manager and request a refund"
X Link @DJ_EBITDA 2025-08-22T14:14Z XXX followers, XXX engagements
"Some whale bought 200x $AJG 1/26 300C 🧐"
X Link @DJ_EBITDA 2025-08-28T16:37Z XXX followers, XXX engagements
"Some brokers are getting too cheap now $AJG $RYAN $BRO $AON $WTW"
X Link @DJ_EBITDA 2025-08-11T18:44Z XXX followers, 1102 engagements
"Why not just full port this $WRB meme coin and let the Japanese do the heavy lifting ATH after ATH"
X Link @DJ_EBITDA 2025-09-30T14:22Z XXX followers, XXX engagements
"Nothing beats $WRB"
X Link @DJ_EBITDA 2025-10-10T15:56Z XXX followers, XXX engagements
"So $ATAT is guiding XX% rev growth and XX% share buyback (unusual for a Chinese stonk) while $MAR and $HIL are struggling in China WTF LOL"
X Link @DJ_EBITDA 2025-06-18T17:55Z XXX followers, XXX engagements
"I think insurance brokers should just jointly create their own accounting standards at this point. There might be 5-6 of them left when humanity reaches singularity anyway. I still like $AJG but holy non-GAAP adjustment"
X Link @DJ_EBITDA 2025-07-21T01:38Z XXX followers, 1110 engagements
"$VRSK can't be immune from the insurance exodus"
X Link @DJ_EBITDA 2025-07-31T13:43Z XXX followers, XXX engagements
"$WTW ripped too. $BRO has to be a skill issue"
X Link @DJ_EBITDA 2025-07-31T14:41Z XXX followers, XXX engagements
"$KNSL P/E is back to soft market range"
X Link @DJ_EBITDA 2025-08-12T17:10Z XXX followers, XXX engagements
"$PGR's July results look good"
X Link @DJ_EBITDA 2025-08-20T13:32Z XXX followers, XXX engagements
"$LNG is at $XXX now. Time to take profits and buy again at $XXX LOL"
X Link @DJ_EBITDA 2025-08-22T13:54Z XXX followers, XXX engagements
"It's kinda wild to me that $HIG is up XX% YTD and $TRV is up XXXX% YTD. They aren't the best insurers but definitely the best insurance stocks this year"
X Link @DJ_EBITDA 2025-08-29T13:27Z XXX followers, XXX engagements
"@CedarStResearch @mariojr66 @tangentstyle2 The strength in $WRB since June is quite unusual if you look across insurance which has been a total POS sector. It's gotta be the Japanese bidding up the stock. Nobody wants insurance now"
X Link @DJ_EBITDA 2025-09-28T16:01Z XXX followers, XX engagements
"@blondesnmoney Yeah the FL guys seem to have it easy this year. $UVE is trading like an AI-enabled insurer that also invests in Bitcoin. Thanks to $KNSL management the soft market narrative seems to abate a bit"
X Link @DJ_EBITDA 2025-10-03T14:36Z XXX followers, XXX engagements
"Sorry $KNSL bears. I don't make the rules"
X Link @DJ_EBITDA 2025-10-03T17:00Z XXX followers, XXX engagements
"@TyRobben @CedarStResearch Interesting. Sounds like $GWRE should just merge with $VRSK"
X Link @DJ_EBITDA 2025-10-06T14:05Z XXX followers, XXX engagements
"@CapstackCapital Its in the dog house like every P&C name. Unless management pulls a $KNSL the name is stuck like others. Look at $PGR nothing matters other than flow. Earthquake insurance is essentially free money like mortgage insurance. But nobody cares now"
X Link @DJ_EBITDA 2025-10-07T23:58Z XXX followers, XXX engagements
"@theinformation Who cares about financial return. Just yeet the stonks up"
X Link @DJ_EBITDA 2025-10-18T20:51Z XXX followers, 7970 engagements
"@NextGenStats @RamsNFL Thanks to Ohtani"
X Link @DJ_EBITDA 2025-10-19T17:25Z XXX followers, XXX engagements
"Californian home insurance startup uses AI to expand in risky markets - Los Angeles Times"
X Link @DJ_EBITDA 2025-10-20T13:22Z XXX followers, XXX engagements
"@jbulltard1 At least its not bed with AWS taking down western civilization today"
X Link @DJ_EBITDA 2025-10-20T17:29Z XXX followers, XXX engagements
"$GE 320C whale nailed it. You don't see a lot of option whale in $GE but they don't miss"
X Link @DJ_EBITDA 2025-10-21T13:37Z XXX followers, XXX engagements
"Not many insurers advertise low volatility like $ORI (and $WRB and $IGIC too) in the age of hero ball"
X Link @DJ_EBITDA 2025-07-24T13:15Z XXX followers, 1317 engagements
"$ROL is never gonna miss numbers with self insurance"
X Link @DJ_EBITDA 2025-07-26T20:26Z XXX followers, XXX engagements
"$RYAN has fallen as well. All the brokers are shot"
X Link @DJ_EBITDA 2025-07-31T23:10Z XXX followers, XXX engagements
"$WRB is ready for takeoff"
X Link @DJ_EBITDA 2025-08-07T13:12Z XXX followers, XXX engagements
"$RYAN is up too ofc"
X Link @DJ_EBITDA 2025-10-02T18:22Z XXX followers, XXX engagements
"$PGR stays in doghouse and reinsurers are looking cheap per MS's survey of investors"
X Link @DJ_EBITDA 2025-10-03T13:51Z XXX followers, 2022 engagements
"Weak stamping data $WRB and $KNSL are ripping. Somebody must be wrong"
X Link @DJ_EBITDA 2025-10-03T13:54Z XXX followers, XXX engagements
"$RYAN is getting a free ride in this violent $KNSL squeeze"
X Link @DJ_EBITDA 2025-10-03T18:14Z XXX followers, XXX engagements
"@CapstackCapital $KNSL did a call with Truist telling them decel is stabilizing. Bears got slaughtered quickly after the call. If $PLMR management does the same bears will be destroyed quickly as well. Even $RYAN rallied after the $KNSL call. So shorting P&C was/is fashionable"
X Link @DJ_EBITDA 2025-10-08T00:05Z XXX followers, XXX engagements
"Stamping data look good. $RYAN:"
X Link @DJ_EBITDA 2025-10-08T15:05Z XXX followers, XXX engagements
"Thanks $PGR"
X Link @DJ_EBITDA 2025-10-15T16:56Z XXX followers, 1224 engagements
"$TRV: Record Q. Blah blah blah. Algo: X% NPW growth. Trash. Yank the stock"
X Link @DJ_EBITDA 2025-10-16T13:12Z XXX followers, 1348 engagements
"Another day another blood bath in insurance land. Today's show is brought to you by $TRV"
X Link @DJ_EBITDA 2025-10-16T16:47Z XXX followers, XXX engagements
"@CedarStResearch @blondesnmoney $LMND and $ROOT are ripping. I think both of you are right"
X Link @DJ_EBITDA 2025-10-20T19:02Z XXX followers, XXX engagements
"Title insurance names are getting slaughtered today. $FNF $STC $FAF"
X Link @DJ_EBITDA 2025-07-10T14:01Z XXX followers, 1577 engagements
"This $FFH.TO chart is absurd"
X Link @DJ_EBITDA 2025-09-20T16:16Z XXX followers, XXX engagements
"The $DRS call whale essentially owns the OI of this stock. Better be cooking up some earth shattering shit"
X Link @DJ_EBITDA 2025-08-24T16:23Z XXX followers, XXX engagements
"$SIGI at 1.5x TBV looks like a juicy when insurance is out of love again"
X Link @DJ_EBITDA 2025-08-24T16:45Z XXX followers, XXX engagements
"Not sure how many $KNSL short enjoyers are out there. But pairing a $WRB long is a good idea"
X Link @DJ_EBITDA 2025-09-07T05:39Z XXX followers, 1289 engagements
"$KNSL how the table has turned"
X Link @DJ_EBITDA 2025-10-02T18:19Z XXX followers, 1141 engagements
"@KoyfinCharts Interesting. $HOOD outperforms $IBRK by a lot in 1Y though"
X Link @DJ_EBITDA 2025-10-17T14:30Z XXX followers, XXX engagements
"@CedarStResearch I am surprised that $BOW was red even though $WRb said healthcare liability was a bright spot. Maybe the gig is up with $BOW"
X Link @DJ_EBITDA 2025-10-22T04:06Z XXX followers, XX engagements
"$WRB and $CB bailed out everybody else"
X Link @DJ_EBITDA 2025-10-22T13:37Z XXX followers, XXX engagements
/creator/twitter::DJ_EBITDA