# ![@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 [-----] -13%
- [--] Month [------] +12%
- [--] Months [-------] -36%
- [--] Year [-------] +799%

### 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 [--] +30%
- [--] Month [---] +8.60%
- [--] Months [---] +1.30%
- [--] Year [-----] +881%

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

- [--] Week [---] -0.12%
- [--] Month [---] +2.80%
- [--] Months [---] +24%
- [--] Year [---] +103%

### 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)  44.14% [finance](/list/finance)  34.23% [cryptocurrencies](/list/cryptocurrencies)  11.71% [technology brands](/list/technology-brands)  2.7% [financial services](/list/financial-services)  1.8% [social networks](/list/social-networks)  1.8% [countries](/list/countries)  1.8% [currencies](/list/currencies)  0.9%

**Social topic influence**
[insurance](/topic/insurance) #1478, [stocks](/topic/stocks) 7.21%, [$wrb](/topic/$wrb) 4.5%, [$pgr](/topic/$pgr) 4.5%, [money](/topic/money) 4.5%, [market](/topic/market) 3.6%, [$hg](/topic/$hg) 3.6%, [guess](/topic/guess) 2.7%, [$knsl](/topic/$knsl) 2.7%, [$spy](/topic/$spy) 2.7%

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

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


"$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


"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


"$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


"@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


"$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


"@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


"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


"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


"@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


"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


"@TradingThomas3 New to this money finance buy my 401k has been red lately. Is that good or bad"  
[X Link](https://x.com/DJ_EBITDA/status/2019525665230630941)  2026-02-05T21:36Z [---] 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


"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


"@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


"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


"@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


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


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


"@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


"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


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


"@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


"@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


"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


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


"@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


"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


"@joelmcohen They uploaded their letters online. https://igyfoundation.org.uk/wp-content/uploads/2021/04/Full_Collection_Nomad_Letters_.pdf https://igyfoundation.org.uk/wp-content/uploads/2021/04/Full_Collection_Nomad_Letters_.pdf"  
[X Link](https://x.com/anyuser/status/1424853820060823583)  2021-08-09T22:03Z [---] followers, [--] engagements


"Thread: $UPST had a beat-and-raise that ends all beat-and-raise. This stock is on the verge of becoming a great [--] bagger. Read on. 1) UPST beat 2Q results and raised [----] revenue guidance to $750mn from $600mn implying 221% growth in 2021"  
[X Link](https://x.com/anyuser/status/1425298922205958151)  2021-08-11T03:31Z [---] followers, [--] engagements


"@realEstateTrent Dude your account is wild. I never thought strip malls would be this interesting. And you tweet non-stop LOL"  
[X Link](https://x.com/anyuser/status/1554526211321106432)  2022-08-02T17:55Z [---] followers, [--] engagements


"@realEstateTrent SPY is the economy. The Fed is motivated to keep pumping fuel into the financial market to keep the economy going. SPY is the prime beneficiary"  
[X Link](https://x.com/anyuser/status/1564030046284627968)  2022-08-28T23:19Z [---] followers, [--] engagements


"@equity101101 @hfreflection @coop_leins Same here. No connections. Cold called to break into Wall Street"  
[X Link](https://x.com/anyuser/status/1625901327191805952)  2023-02-15T16:54Z [---] followers, [----] engagements


"@Kantrowitz @rabois He is a Singaporean and his wife is an American. That should tell you his is not the boss in a Chinese company"  
[X Link](https://x.com/anyuser/status/1638943754190221312)  2023-03-23T16:40Z [---] followers, [----] engagements


"@James56487175 @BobEUnlimited presents well-researched evidence and draws his conclusion. He does not offer any investment advice or tips. Right or wrong his content is helpful in understanding what is going on in the economy"  
[X Link](https://x.com/anyuser/status/1647673957078945793)  2023-04-16T18:50Z [---] followers, [---] engagements


"@bucketshopcap Every SaaS investor I know changed job last year voluntarily or involuntarily. Mostly involuntarily I guess"  
[X Link](https://x.com/anyuser/status/1650889914790322177)  2023-04-25T15:50Z [---] followers, [----] engagements


"@junkbondinvest IMO fiscal policies play a big role here too. Stimulus delays the impact from monetary tightening"  
[X Link](https://x.com/anyuser/status/1688589591761342464)  2023-08-07T16:35Z [---] followers, [---] engagements


"@ValueStockGeek The trick to beat $SPY is long $QQQ"  
[X Link](https://x.com/anyuser/status/1705616259088580794)  2023-09-23T16:12Z [---] followers, [---] engagements


"@dalibali2 Same old same old. I am old enough to remember GS doing Gods work and Ackman being a HF saint"  
[X Link](https://x.com/anyuser/status/1726786210235113786)  2023-11-21T02:14Z [---] followers, [----] engagements


"@dalibali2 True. We didnt pretend to save the world. Its just money"  
[X Link](https://x.com/anyuser/status/1726788305872887842)  2023-11-21T02:23Z [---] followers, [---] engagements


"@dalibali2 This concept is so difficult to convey. Even my finance friends dont make it. I dont even mention wealth anymore"  
[X Link](https://x.com/anyuser/status/1745298027592782329)  2024-01-11T04:14Z [---] followers, [----] engagements


"@ShanghaiMacro If China pulls this off the person who came with the solution would get a Nobel Prize"  
[X Link](https://x.com/anyuser/status/1748155689384689921)  2024-01-19T01:29Z [---] followers, [----] engagements


"@justbrosef This guy is a top guy in the sector. Lots of clients will dig this"  
[X Link](https://x.com/anyuser/status/1765892557719146896)  2024-03-08T00:09Z [---] followers, [---] engagements


"@dalibali2 Apple has high standards. China Inc. pumps out disposable garbage"  
[X Link](https://x.com/anyuser/status/1775359942968664307)  2024-04-03T03:09Z [---] followers, [---] engagements


"@BucknSF I like how this is the de facto conclusion of bad software earnings"  
[X Link](https://x.com/anyuser/status/1796307383586799658)  2024-05-30T22:27Z [---] followers, [----] engagements


"@ruth_capital Thank you"  
[X Link](https://x.com/anyuser/status/1870958979247223105)  2024-12-22T22:25Z [---] followers, [----] engagements


"@GavinSBaker Looks legit to me"  
[X Link](https://x.com/anyuser/status/1878850608243057082)  2025-01-13T17:04Z [---] followers, [---] engagements


"@ruth_capital Thanks. I know you sold in December. What was the process that led to the decision"  
[X Link](https://x.com/anyuser/status/1878863075635560896)  2025-01-13T17:53Z [---] followers, [----] engagements


"@ruth_capital Helpful. Thank you"  
[X Link](https://x.com/anyuser/status/1878863865443991846)  2025-01-13T17:57Z [---] followers, [----] engagements


"@blondesnmoney My Brother in Christ why don't you get long on NDX for a change of pace in this time of desperation"  
[X Link](https://x.com/anyuser/status/1883691133349626332)  2025-01-27T01:38Z [---] followers, [----] engagements


"@orrdavid I also never realized that many publicly traded companies are shitty. Not just the meme ones but real companies too. Shorting is a lot easier once you avoid the battleground stocks and focus on the fallen angels"  
[X Link](https://x.com/anyuser/status/1891512652125343895)  2025-02-17T15:38Z [---] 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


"@Sleepysolcap They are for Korean degens. Either leveraged ETFs or squid game for them"  
[X Link](https://x.com/anyuser/status/1900698830951358606)  2025-03-15T00:01Z [---] followers, [---] engagements


"$BOW This is not a meme coin. It's an insurance company"  
[X Link](https://x.com/anyuser/status/1906145699559039236)  2025-03-30T00:45Z [---] followers, [----] engagements


"@blakestonks Nobody wants to read filings and "invest." Tech stocks are easy to gamble on"  
[X Link](https://x.com/anyuser/status/1906389361278816477)  2025-03-30T16:53Z [---] followers, [---] engagements


"Questions for $LMND investors how can they lose so much money in a raging hard market What do they spend on G&A"  
[X Link](https://x.com/anyuser/status/1906746117649465668)  2025-03-31T16:31Z [---] followers, [----] engagements


"Not the best data source but $UVE and $IGIC have the same multiple lol/"  
[X Link](https://x.com/anyuser/status/1907081674900586796)  2025-04-01T14:44Z [---] followers, [----] engagements


"$HG Are the April YTD results (+7.9%) for [--] Sigma enough to convince investors that it works I sure hope that management is buying back shares now"  
[X Link](https://x.com/anyuser/status/1924844011912888668)  2025-05-20T15:05Z [---] followers, [---] engagements


"@KarstResearch @EvanWhitten10 @blondesnmoney @CedarReseach Maybe one day this gang will have a board seat at $IGIC or $HG if we all use insane leverage to buy insurance stocks for the next [--] years"  
[X Link](https://x.com/anyuser/status/1924995672706826433)  2025-05-21T01:08Z [---] followers, [---] engagements


"$LMND vs dinosaur insurance stocks"  
[X Link](https://x.com/anyuser/status/1932072602308378829)  2025-06-09T13:49Z [---] followers, [----] engagements


"$ASIC gives $KNSL vibes"  
[X Link](https://x.com/anyuser/status/1934669621975769517)  2025-06-16T17:49Z [---] followers, [----] engagements


"And you think equity research analysts are all spineless cheerleaders. This analyst sacrificed his bonus to make a point. Oh my. Lead left bank says sell everything. $CRCL https://t.co/egCJVq5Caj Oh my. Lead left bank says sell everything. $CRCL https://t.co/egCJVq5Caj"  
[X Link](https://x.com/anyuser/status/1939553483667189916)  2025-06-30T05:16Z [---] followers, [----] engagements


"$BUR has more dry powder = more social inflation for insurers. Huge win for $BUR shareholders https://t.co/qqG8ULKJdS Huge win for $BUR shareholders https://t.co/qqG8ULKJdS"  
[X Link](https://x.com/anyuser/status/1939779352646098986)  2025-06-30T20:13Z [---] followers, [----] engagements


"June was such a brutal month for insurance but it seems like the worst is over. Even leaders like $BRKB $PGR and $AJG are at 200D. Momo names such as $UVE and $PLMR fared better. WTH lol. Names with massive buyback such as $WRB $AXS $TRV and $HIG held ok too. Buyback rules"  
[X Link](https://x.com/anyuser/status/1939791904746713496)  2025-06-30T21:03Z [---] 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


"$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


"@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


"@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

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing