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# ![@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 +16%
- X Month XXXXXX -XXXX%
- X Months XXXXXXX +463%
- X Year XXXXXXX +2,453%

### 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 +12%
- X Month XXX -XX%
- X Months XXX +383%
- X Year XXX +2,359%

### 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 +2.60%
- X Month XXX +4.80%
- X Months XXX +78%
- 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% [currencies](/list/currencies)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[$wrb](/topic/$wrb) #13, [insurance](/topic/insurance) #1138, [$pgr](/topic/$pgr) #14, [$ryan](/topic/$ryan) #2, [$knsl](/topic/$knsl) #3, [$trv](/topic/$trv) #15, [$drs](/topic/$drs) #12, [$act](/topic/$act) 0.73%, [$nmih](/topic/$nmih) 0.73%, [has been](/topic/has-been) XXXX%

**Top accounts mentioned or mentioned by**
[@cedarreseach](/creator/undefined) [@cedarstresearch](/creator/undefined) [@blondesnmoney](/creator/undefined) [@michaelkudrna](/creator/undefined) [@victaurs](/creator/undefined) [@capstackcapital](/creator/undefined) [@ruthcapital](/creator/undefined) [@longwalkcapital](/creator/undefined) [@koyfincharts](/creator/undefined) [@yep2498](/creator/undefined) [@vikingvan100](/creator/undefined) [@tyrobben](/creator/undefined) [@mike10947310](/creator/undefined) [@youtube](/creator/undefined) [@anidesh7](/creator/undefined) [@sleepysolcap](/creator/undefined) [@chamath](/creator/undefined) [@orrdavid](/creator/undefined) [@aureliusltd28](/creator/undefined) [@zastocks](/creator/undefined)

**Top assets mentioned**
[W R Berkley Corp (WRB)](/topic/$wrb) [Progressive Corp (PGR)](/topic/$pgr) [Ryan Specialty Group, Inc. (RYAN)](/topic/$ryan) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [TrustVerse (TRV)](/topic/$trv) [Leonardo DRS, Inc. Common Stock (DRS)](/topic/$drs) [Achain (ACT)](/topic/$act) [NMI Holdings Inc. Class A Common Stock (NMIH)](/topic/$nmih) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Arch Capital Group Ltd (ACGL)](/topic/$acgl) [Willis Towers Watson Public Limited Company Ordinary Shares (WTW)](/topic/$wtw) [Neurobro (BRO)](/topic/$bro) [SaitaChain Coin (STC)](/topic/$stc) [Palomar Holdings, Inc. Common stock (PLMR)](/topic/$plmr) [Home Depot, Inc. (HD)](/topic/$hd) [Lennar Corporation (LEN)](/topic/$len) [Rollins, Inc. (ROL)](/topic/$rol) [Brighthouse Financial, Inc. (BHF)](/topic/$bhf) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [GUIDEWIRE SOFTWARE, INC. (GWRE)](/topic/$gwre) [Fastly, Inc. (FSLY)](/topic/$fsly) [SPDR GOLD ETF (GLD)](/topic/$gld) [Bitcoin (BTC)](/topic/bitcoin) [Old Republic International Corporation (ORI)](/topic/$ori) [Unum Group (UNM)](/topic/$unm) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [Hartford Financial Services Group Inc (HIG)](/topic/$hig) [First American Financial Corporation (FAF)](/topic/$faf) [Fidelity National Financial, Inc. (FNF)](/topic/$fnf) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [Aon PLC (AON)](/topic/$aon)
### 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


"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


"Thanks $PGR"  
[X Link](https://x.com/DJ_EBITDA/status/1978505220725383422) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-15T16:56Z XXX followers, 1178 engagements


"Yes $ACT and $NMIH are holding relatively well (vs. $LEN and $HD) amid housing doom and gloom. Better to bet on mortgage insurance vs builders or goods if you want to play housing"  
[X Link](https://x.com/DJ_EBITDA/status/1935332796274458825) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-06-18T13:44Z XXX followers, XXX 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


"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) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-12T16:47Z XXX followers, XXX engagements


"$BHF shitting the bed doesn't surprise anyone"  
[X Link](https://x.com/DJ_EBITDA/status/1959775964596199531) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-25T00:32Z XXX followers, 2164 engagements


"@VikingVan100 @CedarStResearch How come FFH is so immune from rotation and insurance narrative Even $BRKB struggles from time to time. Soft market is hitting $IFC.TO $PGR etc but FFH is fine"  
[X Link](https://x.com/DJ_EBITDA/status/1970571173940613579) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-23T19:29Z 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


"@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


"@dalibali2 Like $FSLY"  
[X Link](https://x.com/DJ_EBITDA/status/1978447373530485205) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-15T13:06Z XXX followers, 1034 engagements


"@snorlax_uw Full port $GLD tomorrow"  
[X Link](https://x.com/DJ_EBITDA/status/1978984148921356738) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-17T00:39Z XXX followers, XXX 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 @longwalkcapital @KoyfinCharts $HOOD is just levered Bitcoin. Don't overthink. It will work forever"  
[X Link](https://x.com/DJ_EBITDA/status/1979195307377246466) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-17T14:38Z XXX followers, XXX 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, 1103 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, 1952 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


"Dear sell side community please stop asking W Berkeley (or the $WRB boys in general) if he is confident about something again. His answer is always the same. If you have not noticed the B in his last name stands for BSD"  
[X Link](https://x.com/DJ_EBITDA/status/1947485636103131140) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-22T02:35Z XXX followers, XXX engagements


"$8725 goes to the moon Please take $WRB along"  
[X Link](https://x.com/DJ_EBITDA/status/1947840059249725570) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-23T02:03Z 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, 1285 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


"$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


"$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) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-01T17:39Z 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


"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


"$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


"Somebody bought 600x $STC Oct 75C. Not everyday you see a whale blowing up a title name option chain"  
[X Link](https://x.com/DJ_EBITDA/status/1968726846909943852) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-18T17:20Z XXX followers, XXX 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


"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


"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


"$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, 1341 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


"@ruth_capital @FirstSquawk Welcome to the Citadel Securities Paradise"  
[X Link](https://x.com/DJ_EBITDA/status/1979258332541259897) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-17T18:48Z 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


"Hard to believe $PGR is flat YTD"  
[X Link](https://x.com/DJ_EBITDA/status/1955316685994701155) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-12T17:13Z 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, 1223 engagements


"Another strong print from $PGR but stock down. People are just looking for excuses to dump property players"  
[X Link](https://x.com/DJ_EBITDA/status/1968386111887261795) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-17T18:46Z XXX followers, XXX engagements


"$PGR got strong app game"  
[X Link](https://x.com/DJ_EBITDA/status/1973574761570771001) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-02T02:24Z 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


"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


"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, 1576 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) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-18T14:11Z XXX followers, 1900 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, 1079 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


"@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


"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