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

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

- X Week XX +11%
- X Month XXX -XX%
- X Months XXX +377%
- X Year XXX +2,397%

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

- X Week XXX +2%
- X Month XXX +5.10%
- X Months XXX +75%
- X Year XXX +54%

### CreatorRank: XXXXXXXXX [#](/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 [#](/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