# ![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1409943529778946049.png) @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: [-----] [#](/creator/twitter::1409943529778946049/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1409943529778946049/c:line/m:interactions.svg)

- [--] Week [-----] +226%
- [--] Month [------] -2.80%
- [--] Months [-------] -37%
- [--] Year [-------] +794%

### Mentions: [--] [#](/creator/twitter::1409943529778946049/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1409943529778946049/c:line/m:posts_active.svg)

- [--] Week [--] +57%
- [--] Month [---] -11%
- [--] Months [---] -1.30%
- [--] Year [-----] +864%

### Followers: [---] [#](/creator/twitter::1409943529778946049/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1409943529778946049/c:line/m:followers.svg)

- [--] Week [---] +0.37%
- [--] Month [---] +2.80%
- [--] Months [---] +24%
- [--] Year [---] +104%

### CreatorRank: [---------] [#](/creator/twitter::1409943529778946049/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1409943529778946049/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  51.3% [finance](/list/finance)  28.7% [cryptocurrencies](/list/cryptocurrencies)  12.17% [financial services](/list/financial-services)  2.61% [technology brands](/list/technology-brands)  2.61% [social networks](/list/social-networks)  1.74% [currencies](/list/currencies)  1.74%

**Social topic influence**
[insurance](/topic/insurance) #1683, [$uve](/topic/$uve) 10.43%, [market](/topic/market) 6.09%, [$wrb](/topic/$wrb) 5.22%, [$hg](/topic/$hg) #11, [$nmih](/topic/$nmih) 5.22%, [$pgr](/topic/$pgr) 4.35%, [$act](/topic/$act) 4.35%, [$aii](/topic/$aii) 4.35%, [stocks](/topic/stocks) 4.35%

**Top accounts mentioned or mentioned by**
[@cedarstresearch](/creator/undefined) [@blondesnmoney](/creator/undefined) [@tyrobben](/creator/undefined) [@deanm0riarty](/creator/undefined) [@dalibali2](/creator/undefined) [@michaelkudrna](/creator/undefined) [@jbulltard1](/creator/undefined) [@42macroddale](/creator/undefined) [@marcruby](/creator/undefined) [@josephwang](/creator/undefined) [@banana3stocks](/creator/undefined) [@purpledrinkllc](/creator/undefined) [@zastocks](/creator/undefined) [@cedarreseach](/creator/undefined) [@mayhem4markets](/creator/undefined) [@benzinga](/creator/undefined) [@traderadetweets](/creator/undefined) [@mattjmcclintock](/creator/undefined) [@quipuscapital](/creator/undefined) [@aureliusltd28](/creator/undefined)

**Top assets mentioned**
[W R Berkley Corp (WRB)](/topic/$wrb) [Hamilton Insurance Group, Ltd. (HG)](/topic/$hg) [NMI Holdings Inc. Class A Common Stock (NMIH)](/topic/$nmih) [Progressive Corp (PGR)](/topic/$pgr) [Achain (ACT)](/topic/$act) [American Integrity Insurance Group, Inc. (AII)](/topic/$aii) [Old Republic International Corporation (ORI)](/topic/$ori) [Slide Insurance Holdings, Inc. (SLDE)](/topic/$slde) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Alliance Fan Token (ALL)](/topic/$all) [Italian National Football Team Fan Token (ITA)](/topic/$ita) [JPMorgan Chase (JPM)](/topic/$jpm) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Palomar Holdings, Inc. Common stock (PLMR)](/topic/$plmr) [Employers Holdings, Inc. (EIG)](/topic/$eig) [GUIDEWIRE SOFTWARE, INC. (GWRE)](/topic/$gwre) [Basilisk (BSX)](/topic/$bsx) [Unum Group (UNM)](/topic/$unm) [Burlington Stores, Inc. (BURL)](/topic/$burl) [Cheeseball (CB)](/topic/$cb) [Marsh & McLennan Companies, Inc. (MMC)](/topic/$mmc) [Aon PLC (AON)](/topic/$aon) [GameStop, Corp. (GME)](/topic/$gme) [First American Financial Corporation (FAF)](/topic/$faf) [Fidelity National Financial, Inc. (FNF)](/topic/$fnf) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Costco Hot Dog (COST)](/topic/$cost) [First Horizon, Corp. (FHN)](/topic/$fhn) [American International Group Inc (AIG)](/topic/$aig) [SYSCO Corporation (SYY)](/topic/$syy) [Intel Corporation (INTC)](/topic/$intc) [Ategrity Specialty Insurance Company Holdings (ASIC)](/topic/$asic) [Ryan Specialty Group Holdings, Inc (RYAN)](/topic/$ryan) [Mercury General Corp. (MCY)](/topic/$mcy) [PepsiCo, Inc. (PEP)](/topic/$pep) [S&P Global Inc (SPGI)](/topic/$spgi) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [Accelerant Holdings (ARX)](/topic/$arx) [Amazon.com, Inc. (AMZN)](/topic/$amzn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@42macroDDale Tom Brady wasnt a super star out of the gate. But he was obsessed and persistent. Look where he is now"  
[X Link](https://x.com/anyuser/status/1457006635839156233)  2021-11-06T15:27Z [---] followers, [--] engagements


"@MarcRuby Sounds like they pivoted to a shadow bank with an insurance float"  
[X Link](https://x.com/anyuser/status/1587897966395695105)  2022-11-02T20:02Z [---] followers, [--] engagements


"@josephwang HF leverage is interesting too. Mean is much higher than median. I guess that's because arb funds run at a very high leverage"  
[X Link](https://x.com/anyuser/status/1588935602116100096)  2022-11-05T16:45Z [---] followers, [--] engagements


"@Banana3Stocks @PurpleDrink_LLC time to load up the truck"  
[X Link](https://x.com/DJ_EBITDA/status/1879298936000958506)  2025-01-14T22:45Z [---] followers, [----] engagements


"@ZaStocks 22% short float. This thing is ripe for a squeeze when Powell hints a cut"  
[X Link](https://x.com/DJ_EBITDA/status/1896322061402095743)  2025-03-02T22:09Z [---] followers, [---] engagements


"Some whale just dropped $4.27mn on short dated $KWEB calls. I guess a deal is coming"  
[X Link](https://x.com/anyuser/status/1910777751130542542)  2025-04-11T19:31Z [---] followers, [----] engagements


"Insurance brokers were hailed as safe havens because they are capital light. So far $MMC and $AON could not deliver. $KNSL continues to suffer from an increasingly saturated E&S market. $WRB is holding well despite CAT losses. Probably because of MS&AD providing a floor"  
[X Link](https://x.com/anyuser/status/1915769784924266526)  2025-04-25T14:08Z [---] followers, [----] engagements


"$JPM is the GOAT"  
[X Link](https://x.com/anyuser/status/1923403494351868320)  2025-05-16T15:41Z [---] followers, [---] engagements


"How can you not be giga long on $GME"  
[X Link](https://x.com/anyuser/status/1934703964911751192)  2025-06-16T20:05Z [---] followers, [----] engagements


"@CedarReseach The weakness now is just positioning. Defensive names are all struggling. $PGR looks like profit taking after going vertical even when $SPY struggled earlier this year. It's gonna go in risk off. This is like $JPM of insurance. It just works and will be permanently "overvalued.""  
[X Link](https://x.com/anyuser/status/1941635942479167890)  2025-07-05T23:10Z [---] followers, [---] engagements


"Title insurance names are getting slaughtered today. $FNF $STC $FAF"  
[X Link](https://x.com/DJ_EBITDA/status/1943309567342907615)  2025-07-10T14:01Z [---] followers, [----] engagements


"$OPEN is ripping on a tweet gone viral. Pictures of Jensen singing bombs emerged again. We need roaring kitty pumping random shit then this cycle is complete"  
[X Link](https://x.com/anyuser/status/1945152298881020277)  2025-07-15T16:03Z [---] followers, [---] engagements


"$HIMS is pure alpha. Zero beta"  
[X Link](https://x.com/anyuser/status/1945251483462590529)  2025-07-15T22:37Z [---] followers, [---] engagements


"@Mayhem4Markets @Benzinga @TraderadeTweets $PLCE and $HIMS are prime candidates"  
[X Link](https://x.com/anyuser/status/1945929855721460169)  2025-07-17T19:33Z [---] followers, [---] engagements


"I am skeptical of this analyst's views but he has a point. $PLMR and $KINS used ILS to lowered reinsurance costs on 6/1. Competition from non-conventional capital is getting fierce for reinsurers. I own $IGIC and $HG and think they will be fine. Not sure about others"  
[X Link](https://x.com/DJ_EBITDA/status/1946211251228742032)  2025-07-18T14:11Z [---] followers, [----] engagements


"Risky insurance play of the week: $EIG reports on Wed AH. It's essentially a CA focused WC writer. CA insurance commissioner just approved a 8.7% rate increase. The bucket shop analysts that cover the stonk probably did not model the quarter correctly. Plus $AMSF was good"  
[X Link](https://x.com/DJ_EBITDA/status/1949897952169968125)  2025-07-28T18:21Z [---] followers, [---] engagements


"The entire PMI group was put in the dog house last month which means I should buy some $ACT and $NMIH next week"  
[X Link](https://x.com/DJ_EBITDA/status/1954217443779363158)  2025-08-09T16:25Z [---] followers, [---] engagements


"@MattJMcClintock Good lord. $COST was overvalued even back in 2004"  
[X Link](https://x.com/DJ_EBITDA/status/1957217782606782485)  2025-08-17T23:07Z [---] followers, [---] engagements


"Clear risk on signal from $WRB"  
[X Link](https://x.com/DJ_EBITDA/status/1996729017165402589)  2025-12-04T23:51Z [---] followers, [---] engagements


"I love it. $FHN is getting be acquired for sure. $FHN trader sold (to close) the February 20th [----] $24 calls [-----] times for $1.28 and bought (to open) the February 20th [----] $26 calls [------] times for $0.50. The trader is rolling/adjusting the calls up for a $2.68M credit ahead of earnings on 1/15 $FHN trader sold (to close) the February 20th [----] $24 calls [-----] times for $1.28 and bought (to open) the February 20th [----] $26 calls [------] times for $0.50. The trader is rolling/adjusting the calls up for a $2.68M credit ahead of earnings on 1/15"  
[X Link](https://x.com/DJ_EBITDA/status/2002170930202620324)  2025-12-20T00:15Z [---] followers, [---] engagements


"Feels like the risk off insurance trade is coming an end soon. $ALL looks ready to plunge again"  
[X Link](https://x.com/DJ_EBITDA/status/2007901270871552260)  2026-01-04T19:45Z [---] followers, [---] engagements


"Seeing non stop (for an insurance name that nobody cares) option action in $AIG"  
[X Link](https://x.com/DJ_EBITDA/status/2008921940443230506)  2026-01-07T15:21Z [---] followers, [---] engagements


"Fade every rally in $ALL"  
[X Link](https://x.com/DJ_EBITDA/status/2010747617345716362)  2026-01-12T16:16Z [---] followers, [---] engagements


"@TyRobben Nice. Thinking if I should be long $GWRE here then"  
[X Link](https://x.com/DJ_EBITDA/status/2011850095487270914)  2026-01-15T17:16Z [---] followers, [---] engagements


"@MichaelKudrna Love it. BTW $SYY is near ATH while restaurants are getting decimated"  
[X Link](https://x.com/DJ_EBITDA/status/2016968025115865427)  2026-01-29T20:13Z [---] followers, [---] engagements


"@QuipusCapital This is obviously chop fest sponsored by Citadel Securities. Friday rip is such a classic bait"  
[X Link](https://x.com/DJ_EBITDA/status/2019918679589421062)  2026-02-06T23:38Z [---] followers, [---] engagements


"@Aureliusltd28 I miss meme rally"  
[X Link](https://x.com/DJ_EBITDA/status/2020191446134149625)  2026-02-07T17:42Z [---] followers, [---] engagements


"@alixpasquet $BSX RIP"  
[X Link](https://x.com/DJ_EBITDA/status/2020635344048357420)  2026-02-08T23:06Z [---] followers, [--] engagements


"@thegresearch $BSX CEO rug pulled everybody"  
[X Link](https://x.com/DJ_EBITDA/status/2020962908742807962)  2026-02-09T20:47Z [---] followers, [--] engagements


"@ConsensusGurus The engineers at Citadel Securities clearly disagree"  
[X Link](https://x.com/DJ_EBITDA/status/2021259901322887376)  2026-02-10T16:28Z [---] followers, [--] engagements


"@deanm0riarty Yeah. Another stupid AI trade that doesnt make sense"  
[X Link](https://x.com/DJ_EBITDA/status/2021372650510323943)  2026-02-10T23:56Z [---] followers, [--] engagements


"@CedarStResearch Citadel Securities doesnt care 😭"  
[X Link](https://x.com/DJ_EBITDA/status/2021372885768732764)  2026-02-10T23:57Z [---] followers, [--] engagements


"@deanm0riarty I am not playing software until the pod bois are done shorting. Software is free lunch for Citadel Securities at the moment. Its Verisk. Its just Bloomberg for insurance. Pretty straightforward stuff"  
[X Link](https://x.com/DJ_EBITDA/status/2021376601347457325)  2026-02-11T00:11Z [---] followers, [--] engagements


"@blondesnmoney Laughing in $INTC"  
[X Link](https://x.com/DJ_EBITDA/status/2021741342322504026)  2026-02-12T00:21Z [---] followers, [---] engagements


"@GavinSBaker @GHadjia @itsDanielWu They are already up 10x in a year lol"  
[X Link](https://x.com/DJ_EBITDA/status/2022045687077310622)  2026-02-12T20:30Z [---] followers, [---] engagements


"Is $ASIC next after $RYAN and $KNSL shitting the bed today"  
[X Link](https://x.com/DJ_EBITDA/status/2022362657589006739)  2026-02-13T17:30Z [---] followers, [----] engagements


"@blondesnmoney How is $AII secondary removed already Lock up expired recently"  
[X Link](https://x.com/DJ_EBITDA/status/1993097222851117278)  2025-11-24T23:19Z [---] followers, [---] engagements


"No wonder $MCY rips like a meme coin. CA is OK with rate hike finally"  
[X Link](https://x.com/DJ_EBITDA/status/2004053100672569516)  2025-12-25T04:54Z [---] followers, [---] engagements


"$UNM seems vulnerable to a weak job market. Growth has been decelerating yet valuation is still near high end of average"  
[X Link](https://x.com/DJ_EBITDA/status/1951337123459768640)  2025-08-01T17:39Z [---] followers, [---] engagements


"$AII has been immune from insurance blood bath due to a muted FL hurricane season and lock up which is gonna expire on 11/3. By November FL hurricane will be over and FL insurers are just licenses to print money. Any dip is an auto buy IMO"  
[X Link](https://x.com/DJ_EBITDA/status/1975920670791041189)  2025-10-08T13:46Z [---] followers, [----] engagements


"When will folks appreciate $HG's [--] Sigma like folks are discovering $ZM's random AI investment made years ago"  
[X Link](https://x.com/DJ_EBITDA/status/2016153994763399388)  2026-01-27T14:19Z [---] followers, [---] engagements


"Good to see $WRB reacting positively to good earnings in the middle of an insurance blood bath"  
[X Link](https://x.com/DJ_EBITDA/status/2016222606454894604)  2026-01-27T18:51Z [---] followers, [---] engagements


"Should have bought $HG (copper futures) instead of the obscure insurance stock. Copper surged more than 5% to hit an all-time high extending a powerful rally as investors pile into metals in bets on tight supplies and a weaker US dollar https://www.bloomberg.com/news/articles/2026-01-29/copper-rallies-to-record-on-lme-as-base-metals-extend-bull-runutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/news/articles/2026-01-29/copper-rallies-to-record-on-lme-as-base-metals-extend-bull-runutm_source=website&utm_medium=share&utm_campaign=twitter"  
[X Link](https://x.com/DJ_EBITDA/status/2016717794784792709)  2026-01-29T03:39Z [---] followers, [---] engagements


"$GWRE casually plunges 5% on nothing and low vol"  
[X Link](https://x.com/DJ_EBITDA/status/2016884456280486393)  2026-01-29T14:41Z [---] followers, [---] engagements


"Whoever buying $PEP 150C and 160C needs to stop. You are not the $BURL whale. You need help"  
[X Link](https://x.com/DJ_EBITDA/status/2017294410787217566)  2026-01-30T17:50Z [---] followers, [---] engagements


"How can you be bullish when $XLP and insurance are rallying"  
[X Link](https://x.com/DJ_EBITDA/status/2018402532398358573)  2026-02-02T19:13Z [---] followers, [---] engagements


"Overvalued gets more overvalued. $CB rules lol"  
[X Link](https://x.com/DJ_EBITDA/status/2019910833082626219)  2026-02-06T23:07Z [---] followers, [---] engagements


"US insurance broker stocks were pummeled Monday as the launch of an artificial intelligence tool from privately held online insurance shopping platform Insurify sparked fears about the industry facing disruption. https://www.bloomberg.com/news/articles/2026-02-09/insurance-broker-stocks-sink-as-ai-app-sparks-disruption-fearsutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/news/articles/2026-02-09/insurance-broker-stocks-sink-as-ai-app-sparks-disruption-fearsutm_source=website&utm_medium=share&utm_campaign=twitter"  
[X Link](https://x.com/DJ_EBITDA/status/2021012812282331357)  2026-02-10T00:06Z [---] followers, [---] engagements


"Another victim in insurance this week. Today is $VRSK thanks to $SPGI"  
[X Link](https://x.com/DJ_EBITDA/status/2021224000542687286)  2026-02-10T14:05Z [---] followers, [---] engagements


"Looking forward to saving money on my auto insurance this year. So long $PGR and $ALL"  
[X Link](https://x.com/DJ_EBITDA/status/2021563871354560751)  2026-02-11T12:36Z [---] followers, [---] engagements


"$ARX is steady as she goes. Even rotation out of tech can't save her"  
[X Link](https://x.com/DJ_EBITDA/status/2021965393125158948)  2026-02-12T15:11Z [---] followers, [---] engagements


"Boring stocks except for days when market crashes"  
[X Link](https://x.com/DJ_EBITDA/status/2022032752749818282)  2026-02-12T19:39Z [---] followers, [---] engagements


"@jbulltard1 What is the obsession with $AMZN I dont get it"  
[X Link](https://x.com/DJ_EBITDA/status/2022042965045325886)  2026-02-12T20:19Z [---] followers, [----] engagements


"@ConnorJBates_ Eventually XLP and XLE will crap out. Look at defensive strong performance leading into liberation day and the subsequent weakness. Happened a million times since 2008"  
[X Link](https://x.com/DJ_EBITDA/status/2022131824085151951)  2026-02-13T02:12Z [---] followers, [---] engagements


"We had 8/5 in [----] liberation day in [----]. Maybe now is the time for the annual flush"  
[X Link](https://x.com/DJ_EBITDA/status/2022671730607902942)  2026-02-14T13:58Z [---] followers, [---] engagements


"Final boss of social inflation. Team USAs Newest Olympic Star Is a Personal-Injury Attorney in His 50s https://www.wsj.com/sports/olympics/olympics-curling-oldest-team-usa-rich-ruohonen-488a675dst=A2QcLT https://www.wsj.com/sports/olympics/olympics-curling-oldest-team-usa-rich-ruohonen-488a675dst=A2QcLT"  
[X Link](https://x.com/DJ_EBITDA/status/2021801855869968451)  2026-02-12T04:21Z [---] followers, [---] engagements


"@CEOStockWatcher @CedarStResearch"  
[X Link](https://x.com/DJ_EBITDA/status/2022704462515798381)  2026-02-14T16:08Z [---] followers, [--] engagements


"@WisemanCap $RDDT"  
[X Link](https://x.com/DJ_EBITDA/status/2022767616121807043)  2026-02-14T20:19Z [---] followers, [---] engagements


"Brainstorming an insurance-only portfolio with low beta and $SPY correlation. The portfolio should compound with minimal effort. To achieve this I will invest in mostly P&C insurance names. The only issue is that P&C names struggle in risk on especially when only tech/meme work"  
[X Link](https://x.com/anyuser/status/1941539896923218129)  2025-07-05T16:49Z [---] followers, [----] engagements


"@HighyieldHarry Damn. I haven't used Excel in years. It looks so advanced now"  
[X Link](https://x.com/anyuser/status/1941876752122630433)  2025-07-06T15:07Z [---] followers, [----] engagements


"All fair points. The bear thesis for $PGR has been playing out for a while now"  
[X Link](https://x.com/anyuser/status/1942809101874127301)  2025-07-09T04:52Z [---] followers, [----] engagements


"@NighthawkTradez @AndrewDudum Andrew"  
[X Link](https://x.com/anyuser/status/1944454260487569600)  2025-07-13T17:49Z [---] followers, [----] engagements


"Insurance sentiment is rock bottom. Time for a squeeze. from gs on fins trends heading into earnings . https://t.co/ZSC7j4Td8e from gs on fins trends heading into earnings . https://t.co/ZSC7j4Td8e"  
[X Link](https://x.com/anyuser/status/1944802705249329423)  2025-07-14T16:54Z [---] followers, [----] engagements


"Buying insurance for my insurance stocks. This is what inception feels like in real life"  
[X Link](https://x.com/anyuser/status/1945124450652827991)  2025-07-15T14:13Z [---] followers, [---] engagements


"$WRB calls are always insightful: 1)MGAs are running for exits 2) large prop sucks and 3) most MGAs are idiots"  
[X Link](https://x.com/anyuser/status/1947488129608462451)  2025-07-22T02:45Z [---] followers, [---] engagements


"$CB gave a good overview of how large property works. Seems like pricing is on edge now with excessive capital"  
[X Link](https://x.com/anyuser/status/1948054886014497241)  2025-07-23T16:17Z [---] followers, [---] engagements


"Did the $KNSL boys just say property pricing stable Let it rip LMFAO"  
[X Link](https://x.com/anyuser/status/1948737265897013733)  2025-07-25T13:29Z [---] followers, [---] engagements


"@dalibali2 Sell side analysts make minimum wage now. What do you expect"  
[X Link](https://x.com/anyuser/status/1949685704638017580)  2025-07-28T04:17Z [---] followers, [---] engagements


"I am a bit skeptical of $ACIC consensus after the $UVE debacle"  
[X Link](https://x.com/DJ_EBITDA/status/1949884129920897417)  2025-07-28T17:26Z [---] followers, [---] engagements


"$EIG has to be the first casualty of the soft market. Numbers are awful"  
[X Link](https://x.com/DJ_EBITDA/status/1950706654028366012)  2025-07-30T23:54Z [---] followers, [---] engagements


"Florida small cap insurer enjoyors. You can now set up reminders to alert you hurricanes on Grok. So you won't miss out on dip buying. $UVE $ACIC $HCIC $SLDE $AII $HRTG"  
[X Link](https://x.com/DJ_EBITDA/status/1952044001684836670)  2025-08-03T16:28Z [---] followers, [---] engagements


"Left my mark in $ACIC this morning"  
[X Link](https://x.com/DJ_EBITDA/status/1953125386914521433)  2025-08-06T16:05Z [---] followers, [---] engagements


"$PLMR now trades at the lowest point of 5Y avg P/E after lowering earthquake premium growth guide which is its bread and butter. Other parts are doing better though. Looks like momo chasers crashed out in the last [--] months (down 34% from 6/1)"  
[X Link](https://x.com/DJ_EBITDA/status/1953443004720775479)  2025-08-07T13:08Z [---] followers, [----] engagements


"Reinsurance stocks trade like garbage because of pricing weakness from overcapacity. But some (e.g. $HG) are getting too cheap to ignore"  
[X Link](https://x.com/anyuser/status/1955084745098006568)  2025-08-12T01:51Z [---] followers, [----] engagements


"@tickerplus Apparently the social media person who made $DUOL left the company"  
[X Link](https://x.com/anyuser/status/1958003251380658279)  2025-08-20T03:08Z [---] followers, [---] engagements


"All it takes for investors to forget about soft market in P&C insurance is a few red days in tech"  
[X Link](https://x.com/anyuser/status/1958173487593574545)  2025-08-20T14:25Z [---] followers, [---] engagements


"@dalibali2 So true. Had a table for the bullpen folks at my wedding"  
[X Link](https://x.com/anyuser/status/1958547930354266236)  2025-08-21T15:13Z [---] followers, [---] engagements


"@BoringBiz_ If Buffett were starting now the three stocks would be $HOOD $PLTR and $PGR"  
[X Link](https://x.com/anyuser/status/1959392654753661361)  2025-08-23T23:09Z [---] followers, [----] engagements


"Somehow $HG and $UVE are not red"  
[X Link](https://x.com/DJ_EBITDA/status/1983539108762050691)  2025-10-29T14:19Z [---] followers, [---] engagements


"@blondesnmoney $UVE is unstoppable too"  
[X Link](https://x.com/DJ_EBITDA/status/1986524306722181459)  2025-11-06T20:01Z [---] followers, [---] engagements


"AI just makes everything better. Look at $UVE"  
[X Link](https://x.com/DJ_EBITDA/status/1987918197455233304)  2025-11-10T16:20Z [---] followers, [---] engagements


"@GenXPolitico1 @PauzaWowza Actually just play $UVE to save the headache"  
[X Link](https://x.com/DJ_EBITDA/status/1989770529369461018)  2025-11-15T19:00Z [---] followers, [--] engagements


"@CedarStResearch Nothing to do with software. It's [----] now lol. Nobody uses paper to do numbers. It's the private jets and other non-sense"  
[X Link](https://x.com/DJ_EBITDA/status/1992758699308487111)  2025-11-24T00:54Z [---] followers, [---] engagements


"@wallstengine $ITA still tanked"  
[X Link](https://x.com/DJ_EBITDA/status/2009012616790962670)  2026-01-07T21:21Z [---] followers, [---] engagements


"@litcapital Buy $ITA call options"  
[X Link](https://x.com/DJ_EBITDA/status/2011264894671474964)  2026-01-14T02:31Z [---] followers, [---] engagements


"@ruth_capital @unusual_whales $ITA LFG"  
[X Link](https://x.com/DJ_EBITDA/status/2011625936949821588)  2026-01-15T02:26Z [---] followers, [---] engagements


"No room for an insurance stock like $ORI to miss in the age of Big Don risk on market. Looks like big EPS miss in specialty insurance but title is ok"  
[X Link](https://x.com/DJ_EBITDA/status/2014347420621258913)  2026-01-22T14:40Z [---] followers, [---] engagements


"@TyRobben @CedarStResearch $ORI imploded boss"  
[X Link](https://x.com/DJ_EBITDA/status/2014708371690291511)  2026-01-23T14:34Z [---] followers, [---] engagements


"@CedarStResearch @TyRobben $ORI said capacity doesnt want to leave either. I am puzzled"  
[X Link](https://x.com/DJ_EBITDA/status/2014733141873983839)  2026-01-23T16:13Z [---] followers, [--] engagements


"$0001.HK Why not just break the company apart Market cap doesn't seem to reflect the true value of underlying assets"  
[X Link](https://x.com/DJ_EBITDA/status/1900405354132836513)  2025-03-14T04:35Z [---] followers, [---] engagements


"P&C names I like for this: $PGR $WRB $AXS $ORI Life: $MET $UNM $JXN $LNC"  
[X Link](https://x.com/DJ_EBITDA/status/1941540634432765978)  2025-07-05T16:52Z [---] followers, [---] engagements


"Crash the housing market and yank $ACT and $NMIH lower. The next Fed chair is gonna cut 1% out of the date and turn them into free money buyback machines"  
[X Link](https://x.com/DJ_EBITDA/status/1947108024088506726)  2025-07-21T01:35Z [---] followers, [---] 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)  2025-07-24T13:15Z [---] followers, [----] engagements


"$UVE beat numbers but is red. $HCI is green on no news. Please stop it"  
[X Link](https://x.com/DJ_EBITDA/status/1948744685926973680)  2025-07-25T13:58Z [---] followers, [---] engagements


"I guess this is the line that tanked $UVE And $SLDE ended Friday up 3%. Market just assumes $UVE donating market share to $SLDE"  
[X Link](https://x.com/DJ_EBITDA/status/1949659923098611756)  2025-07-28T02:35Z [---] followers, [----] engagements


"Touch quarter for FL insurers with rates down. $AII has not crashed yet (reporting next Tuesday)"  
[X Link](https://x.com/DJ_EBITDA/status/1953455956748374302)  2025-08-07T13:59Z [---] followers, [---] engagements


"$NMIH looks like coming back from the seppuku candles last month"  
[X Link](https://x.com/DJ_EBITDA/status/1953834742711038296)  2025-08-08T15:04Z [---] followers, [---] engagements


"$HG is still below BV/sh of $25.55 unreal. YTD [--] Sigma return is 8.2% (thru July or $191mn in 1H). Goal is 10% for the year. For ref market cap is $2.3b. NWP grew 17% in Q2 and 1H25. 1H25 Ops ROE is 17.3%. Buyback of $150mn has $62mn remaining. More should come. Mgmt"  
[X Link](https://x.com/DJ_EBITDA/status/1955083767133188336)  2025-08-12T01:47Z [---] followers, [---] engagements


"Now rate cut is back on the table let's yeet $ACT and $NMIH to the moon"  
[X Link](https://x.com/DJ_EBITDA/status/1955310130704289856)  2025-08-12T16:47Z [---] followers, [---] engagements


"Free money alert for $ACT and $NMIH. "Overall mortgage delinquency rates remain low." @calculatedrisk https://t.co/TaxTphm0tC "Overall mortgage delinquency rates remain low." @calculatedrisk https://t.co/TaxTphm0tC"  
[X Link](https://x.com/DJ_EBITDA/status/1957071027013304515)  2025-08-17T13:24Z [---] followers, [---] engagements


"FL insurers are all over the place. $HRTG and $HCI are crushing it while $ACIC and $SLDE are total dogs shit. We are still early in the hurricane season though"  
[X Link](https://x.com/DJ_EBITDA/status/1960392018217009626)  2025-08-26T17:20Z [---] followers, [----] engagements


"$HCI and $UVE sound more shareholder friendly. $SLDE is lol"  
[X Link](https://x.com/DJ_EBITDA/status/1960393200293605733)  2025-08-26T17:25Z [---] followers, [---] engagements


"@CedarStResearch Dead looks OK but $SKWD is sketchy lol"  
[X Link](https://x.com/DJ_EBITDA/status/1963698026599600315)  2025-09-04T20:17Z [---] followers, [--] engagements


"$ACT vs. $NMIH 🤓"  
[X Link](https://x.com/DJ_EBITDA/status/1963949645996130751)  2025-09-05T12:57Z [---] followers, [---] engagements


"@TyRobben @CedarStResearch Its also wild that non sense like $EVER can have $800mn market cap"  
[X Link](https://x.com/DJ_EBITDA/status/1975354597259812954)  2025-10-07T00:16Z [---] followers, [---] engagements


"@blondesnmoney Ok. I will switch horse from $UVE to $AII then"  
[X Link](https://x.com/DJ_EBITDA/status/1993097773810581821)  2025-11-24T23:21Z [---] followers, [---] engagements


"$UVE and $HG never looked this good"  
[X Link](https://x.com/DJ_EBITDA/status/1999529537806205357)  2025-12-12T17:19Z [---] followers, [---] engagements


"@exec_sum $TTAN went this route and missed the optimal IPO window. Think everybody lost"  
[X Link](https://x.com/DJ_EBITDA/status/2000990982402400535)  2025-12-16T18:06Z [---] followers, [----] engagements


"@blondesnmoney $UVE got slaughtered today as well"  
[X Link](https://x.com/DJ_EBITDA/status/2008738154086613384)  2026-01-07T03:11Z [---] followers, [---] engagements


"I would like to nominate $GLD and $BURL whales to the degen HoF"  
[X Link](https://x.com/DJ_EBITDA/status/2010728895021273558)  2026-01-12T15:01Z [---] followers, [---] engagements


"@NigelWoodman @TidefallCapital Tough year ahead for insurance if $FFH.TO crashes like this"  
[X Link](https://x.com/DJ_EBITDA/status/2015190948503003477)  2026-01-24T22:32Z [---] followers, [---] engagements


"Flight to safety now. [-----] traded now https://t.co/BjD1JzS4F3 [-----] traded now https://t.co/BjD1JzS4F3"  
[X Link](https://x.com/DJ_EBITDA/status/2015967403625329054)  2026-01-27T01:57Z [---] followers, [---] engagements


"Notice the green numbers. How do you not love insurance"  
[X Link](https://x.com/DJ_EBITDA/status/2016906407392797058)  2026-01-29T16:08Z [---] followers, [---] engagements


"@dalibali2 I blame Thoma Bravo"  
[X Link](https://x.com/DJ_EBITDA/status/2018851754742550632)  2026-02-04T00:59Z [---] followers, [---] engagements

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