[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @DJ_EBITDA DJ_EBITDA There has been significant activity and discussion around various insurance stocks, particularly $KNSL, $PGR, $WRC, and $AJG. A recent call with Truist helped $KNSL recover, and its performance has had a ripple effect on other insurance stocks. The overall sentiment seems to be that some insurance stocks are doing well despite a soft market, while others are struggling. ### Engagements: XXXXX [#](/creator/twitter::1409943529778946049/interactions)  - X Week XXXXX +15% - X Month XXXXXX -XXXX% - X Months XXXXXXX +462% - X Year XXXXXXX +2,434% ### Mentions: XX [#](/creator/twitter::1409943529778946049/posts_active)  - X Week XX +1.40% - X Month XXX -XX% - X Months XXX +382% - X Year XXX +2,279% ### Followers: XXX [#](/creator/twitter::1409943529778946049/followers)  - X Week XXX +2.60% - X Month XXX +4.80% - X Months XXX +77% - X Year XXX +54% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1409943529778946049/influencer_rank)  ### Social Influence [#](/creator/twitter::1409943529778946049/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [currencies](/list/currencies) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$wrb](/topic/$wrb) #4, [insurance](/topic/insurance) #1269, [$pgr](/topic/$pgr) #24, [$knsl](/topic/$knsl) #6, [$ryan](/topic/$ryan) #1, [$plmr](/topic/$plmr) #16, [$ajg](/topic/$ajg) #5, [pgr](/topic/pgr) #51, [$trv](/topic/$trv) #11, [$drs](/topic/$drs) XXXX% **Top accounts mentioned or mentioned by** [@cedarreseach](/creator/undefined) [@cedarstresearch](/creator/undefined) [@michaelkudrna](/creator/undefined) [@blondesnmoney](/creator/undefined) [@yep2498](/creator/undefined) [@consensusgurus](/creator/undefined) [@longwalkcapital](/creator/undefined) [@evanwhitten10](/creator/undefined) [@ruthcapital](/creator/undefined) [@martychargin](/creator/undefined) [@victaurs](/creator/undefined) [@capstackcapital](/creator/undefined) [@mattjmcclintock](/creator/undefined) [@capitalfang](/creator/undefined) [@zastocks](/creator/undefined) [@koyfincharts](/creator/undefined) [@aureliusltd28](/creator/undefined) [@neilksethi](/creator/undefined) [@snorlaxuw](/creator/undefined) [@vikingvan100](/creator/undefined) **Top assets mentioned** [W R Berkley Corp (WRB)](/topic/$wrb) [Progressive Corp (PGR)](/topic/$pgr) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Ryan Specialty Group, Inc. (RYAN)](/topic/$ryan) [Palomar Holdings, Inc. Common stock (PLMR)](/topic/$plmr) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [TrustVerse (TRV)](/topic/$trv) [Leonardo DRS, Inc. Common Stock (DRS)](/topic/$drs) [SaitaChain Coin (STC)](/topic/$stc) [Burlington Stores, Inc. (BURL)](/topic/$burl) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [SPDR GOLD ETF (GLD)](/topic/$gld) [First American Financial Corporation (FAF)](/topic/$faf) [Fidelity National Financial, Inc. (FNF)](/topic/$fnf) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Brighthouse Financial, Inc. (BHF)](/topic/$bhf) [GUIDEWIRE SOFTWARE, INC. (GWRE)](/topic/$gwre) [Old Republic International Corporation (ORI)](/topic/$ori) [Marsh & McLennan Companies, Inc. (MMC)](/topic/$mmc) [Neurobro (BRO)](/topic/$bro) [Willis Towers Watson Public Limited Company Ordinary Shares (WTW)](/topic/$wtw) [Aon PLC (AON)](/topic/$aon) [Bitcoin (BTC)](/topic/bitcoin) [Fastly, Inc. (FSLY)](/topic/$fsly) [Hartford Financial Services Group Inc (HIG)](/topic/$hig) [Rollins, Inc. (ROL)](/topic/$rol) [Arch Capital Group Ltd (ACGL)](/topic/$acgl) [EverRise (EVER)](/topic/$ever) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Cheniere Energy, Inc. (LNG)](/topic/$lng) ### Top Social Posts [#](/creator/twitter::1409943529778946049/posts) --- Top posts by engagements in the last XX hours "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 "The plan is to improvise. OpenAI makes five-year business plan to meet $1tn spending pledges via @ft" [X Link](https://x.com/DJ_EBITDA/status/1978319424047428036) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-15T04:38Z XXX followers, XXX engagements "$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 "@TradingThomas3 Citadel Securities employees want good bonuses this year" [X Link](https://x.com/DJ_EBITDA/status/1978510244553564630) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-15T17:16Z 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 "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 "Thanks $PGR" [X Link](https://x.com/DJ_EBITDA/status/1978505220725383422) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-15T16:56Z XXX followers, 1101 engagements "$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 "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 "$8725 goes to the moon Please take $WRB along" [X Link](https://x.com/DJ_EBITDA/status/1947840059249725570) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-23T02:03Z XXX followers, XXX engagements "$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, 1075 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 "Somebody bought 600x $STC Oct 75C. Not everyday you see a whale blowing up a title name option chain" [X Link](https://x.com/DJ_EBITDA/status/1968726846909943852) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-18T17:20Z XXX followers, XXX engagements "$BURL whale is at it again Sold 1200x Oct 250P. Spread is so wide I don't know he/she did it" [X Link](https://x.com/DJ_EBITDA/status/1965498537539707042) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-09T19:32Z 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 "Stamping data look good. $RYAN:" [X Link](https://x.com/DJ_EBITDA/status/1975940677780582762) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-08T15:05Z XXX followers, XXX engagements "$PLMR raised guidance right before insurance rotation started. It's been holding well even though it's wildly expensive (21x NTM P/E and 3.5x B/V). The company actually executes hero ball well (not much adverse development in the last few years despite aggressive expansion" [X Link](https://x.com/DJ_EBITDA/status/1937906491983581313) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-06-25T16:11Z 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 "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, 1573 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 "@snorlax_uw @ruth_capital Ruth furu is gonna buy out $CMG at this pace not just a franchise" [X Link](https://x.com/DJ_EBITDA/status/1978447062912966945) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-15T13:05Z 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 "Another strong print from $PGR but stock down. People are just looking for excuses to dump property players" [X Link](https://x.com/DJ_EBITDA/status/1968386111887261795) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-17T18:46Z XXX followers, XXX engagements "$BURL whale doesnt miss. Nailed every quarter" [X Link](https://x.com/DJ_EBITDA/status/1963965471197458766) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-05T14:00Z 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 "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 "Somebody bought 1k $PGR 9/19 240C just now. It's time for insurance to come back. They have been left for dead since June" [X Link](https://x.com/DJ_EBITDA/status/1952769394989228069) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-05T16:31Z XXX followers, XXX 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 $HG and think they will be fine. Not sure about others" [X Link](https://x.com/DJ_EBITDA/status/1946211251228742032) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-18T14:11Z XXX followers, 1869 engagements "$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 "$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, 2163 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 "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, 1281 engagements "Some whale bought 200x $AJG 1/26 300C 🧐" [X Link](https://x.com/DJ_EBITDA/status/1961105895682978168) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-28T16:37Z XXX followers, XXX engagements "$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 "$KNSL P/E is back to soft market range" [X Link](https://x.com/DJ_EBITDA/status/1955316076700635489) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-12T17:10Z XXX followers, XXX engagements "$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 X months (down XX% from 6/1)" [X Link](https://x.com/DJ_EBITDA/status/1953443004720775479) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-07T13:08Z 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 "Insurance market overview from $MMC. Nothing new here. Rates are softening. Social inflation is here to stay" [X Link](https://x.com/DJ_EBITDA/status/1946009273160589383) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-18T00:49Z XXX followers, XXX engagements "$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, 1823 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 $KNSL call. So shorting P&C was/is fashionable" [X Link](https://x.com/DJ_EBITDA/status/1975714043265716292) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-08T00:05Z XXX followers, XXX engagements "$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, 1301 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, 1048 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 "@dalibali2 Like $FSLY" [X Link](https://x.com/DJ_EBITDA/status/1978447373530485205) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-15T13:06Z XXX followers, 1029 engagements "It's kinda wild to me that $HIG is up XX% YTD and $TRV is up XXXX% YTD. They aren't the best insurers but definitely the best insurance stocks this year" [X Link](https://x.com/DJ_EBITDA/status/1961420437357048197) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-29T13:27Z XXX followers, XXX engagements "$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 "@KoyfinCharts Interesting. $HOOD outperforms $IBRK by a lot in 1Y though" [X Link](https://x.com/DJ_EBITDA/status/1979193227237560824) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-17T14:30Z XXX followers, XXX engagements "$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 "$RYAN has fallen as well. All the brokers are shot" [X Link](https://x.com/DJ_EBITDA/status/1951057805064163657) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-31T23:10Z XXX followers, XXX engagements "$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 "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, 1092 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) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-07T00:16Z XXX followers, XXX 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 $PGR etc but FFH is fine" [X Link](https://x.com/DJ_EBITDA/status/1970571173940613579) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-23T19:29Z XXX followers, XXX engagements "$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 "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 "Not sure how many $KNSL short enjoyers are out there. But pairing a $WRB long is a good idea" [X Link](https://x.com/DJ_EBITDA/status/1964564176292237612) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-07T05:39Z XXX followers, 1180 engagements "$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/DJ_EBITDA/status/1947488129608462451) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-22T02:45Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@DJ_EBITDA DJ_EBITDA
There has been significant activity and discussion around various insurance stocks, particularly $KNSL, $PGR, $WRC, and $AJG. A recent call with Truist helped $KNSL recover, and its performance has had a ripple effect on other insurance stocks. The overall sentiment seems to be that some insurance stocks are doing well despite a soft market, while others are struggling.
Engagements: XXXXX #
- X Week XXXXX +15%
- X Month XXXXXX -XXXX%
- X Months XXXXXXX +462%
- X Year XXXXXXX +2,434%
Mentions: XX #
- X Week XX +1.40%
- X Month XXX -XX%
- X Months XXX +382%
- X Year XXX +2,279%
Followers: XXX #
- X Week XXX +2.60%
- X Month XXX +4.80%
- X Months XXX +77%
- X Year XXX +54%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXX% finance XXXX% cryptocurrencies XXXX% currencies XXXX% technology brands XXXX%
Social topic influence $wrb #4, insurance #1269, $pgr #24, $knsl #6, $ryan #1, $plmr #16, $ajg #5, pgr #51, $trv #11, $drs XXXX%
Top accounts mentioned or mentioned by @cedarreseach @cedarstresearch @michaelkudrna @blondesnmoney @yep2498 @consensusgurus @longwalkcapital @evanwhitten10 @ruthcapital @martychargin @victaurs @capstackcapital @mattjmcclintock @capitalfang @zastocks @koyfincharts @aureliusltd28 @neilksethi @snorlaxuw @vikingvan100
Top assets mentioned W R Berkley Corp (WRB) Progressive Corp (PGR) Kinsale Capital Group, Inc. (KNSL) Ryan Specialty Group, Inc. (RYAN) Palomar Holdings, Inc. Common stock (PLMR) Arthur J. Gallagher & Co. (AJG) TrustVerse (TRV) Leonardo DRS, Inc. Common Stock (DRS) SaitaChain Coin (STC) Burlington Stores, Inc. (BURL) Verisk Analytics, Inc. (VRSK) Robinhood Markets, Inc. (HOOD) SPDR GOLD ETF (GLD) First American Financial Corporation (FAF) Fidelity National Financial, Inc. (FNF) Chipotle Mexican Grill, Inc. (CMG) Brighthouse Financial, Inc. (BHF) GUIDEWIRE SOFTWARE, INC. (GWRE) Old Republic International Corporation (ORI) Marsh & McLennan Companies, Inc. (MMC) Neurobro (BRO) Willis Towers Watson Public Limited Company Ordinary Shares (WTW) Aon PLC (AON) Bitcoin (BTC) Fastly, Inc. (FSLY) Hartford Financial Services Group Inc (HIG) Rollins, Inc. (ROL) Arch Capital Group Ltd (ACGL) EverRise (EVER) Berkshire Hathaway Inc Class B (BRK.B) Cheniere Energy, Inc. (LNG)
Top Social Posts #
Top posts by engagements in the last XX hours
"Why not just full port this $WRB meme coin and let the Japanese do the heavy lifting ATH after ATH"
X Link @DJ_EBITDA 2025-09-30T14:22Z XXX followers, XXX engagements
"The plan is to improvise. OpenAI makes five-year business plan to meet $1tn spending pledges via @ft"
X Link @DJ_EBITDA 2025-10-15T04:38Z XXX followers, XXX engagements
"$DRS usually doesn't see a lot of call vol. But this week a call whale decided to press. This company is a defense contractor so the majority of its revenues are from DoD. Either this whale knows something or he/she is just gambling"
X Link @DJ_EBITDA 2025-07-12T13:18Z XXX followers, XXX engagements
"@TradingThomas3 Citadel Securities employees want good bonuses this year"
X Link @DJ_EBITDA 2025-10-15T17:16Z XXX followers, XXX engagements
"$WRB is ready for takeoff"
X Link @DJ_EBITDA 2025-08-07T13:12Z 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 @DJ_EBITDA 2025-07-22T02:35Z XXX followers, XXX engagements
"Thanks $PGR"
X Link @DJ_EBITDA 2025-10-15T16:56Z XXX followers, 1101 engagements
"$RYAN is getting a free ride in this violent $KNSL squeeze"
X Link @DJ_EBITDA 2025-10-03T18:14Z XXX followers, XXX engagements
"Hard to believe $PGR is flat YTD"
X Link @DJ_EBITDA 2025-08-12T17:13Z XXX followers, XXX engagements
"$8725 goes to the moon Please take $WRB along"
X Link @DJ_EBITDA 2025-07-23T02:03Z XXX followers, XXX engagements
"$KNSL how the table has turned"
X Link @DJ_EBITDA 2025-10-02T18:19Z XXX followers, 1075 engagements
"@snorlax_uw Full port $GLD tomorrow"
X Link @DJ_EBITDA 2025-10-17T00:39Z XXX followers, XXX engagements
"Somebody bought 600x $STC Oct 75C. Not everyday you see a whale blowing up a title name option chain"
X Link @DJ_EBITDA 2025-09-18T17:20Z XXX followers, XXX engagements
"$BURL whale is at it again Sold 1200x Oct 250P. Spread is so wide I don't know he/she did it"
X Link @DJ_EBITDA 2025-09-09T19:32Z XXX followers, XXX engagements
"Weak stamping data $WRB and $KNSL are ripping. Somebody must be wrong"
X Link @DJ_EBITDA 2025-10-03T13:54Z XXX followers, XXX engagements
"Stamping data look good. $RYAN:"
X Link @DJ_EBITDA 2025-10-08T15:05Z XXX followers, XXX engagements
"$PLMR raised guidance right before insurance rotation started. It's been holding well even though it's wildly expensive (21x NTM P/E and 3.5x B/V). The company actually executes hero ball well (not much adverse development in the last few years despite aggressive expansion"
X Link @DJ_EBITDA 2025-06-25T16:11Z XXX followers, XXX engagements
"$VRSK can't be immune from the insurance exodus"
X Link @DJ_EBITDA 2025-07-31T13:43Z XXX followers, XXX engagements
"Title insurance names are getting slaughtered today. $FNF $STC $FAF"
X Link @DJ_EBITDA 2025-07-10T14:01Z XXX followers, 1573 engagements
"Sorry $KNSL bears. I don't make the rules"
X Link @DJ_EBITDA 2025-10-03T17:00Z XXX followers, XXX engagements
"@snorlax_uw @ruth_capital Ruth furu is gonna buy out $CMG at this pace not just a franchise"
X Link @DJ_EBITDA 2025-10-15T13:05Z XXX followers, XXX engagements
"Nothing beats $WRB"
X Link @DJ_EBITDA 2025-10-10T15:56Z XXX followers, XXX engagements
"Another strong print from $PGR but stock down. People are just looking for excuses to dump property players"
X Link @DJ_EBITDA 2025-09-17T18:46Z XXX followers, XXX engagements
"$BURL whale doesnt miss. Nailed every quarter"
X Link @DJ_EBITDA 2025-09-05T14:00Z XXX followers, XXX engagements
"The $DRS call whale essentially owns the OI of this stock. Better be cooking up some earth shattering shit"
X Link @DJ_EBITDA 2025-08-24T16:23Z XXX followers, XXX engagements
"Another day another blood bath in insurance land. Today's show is brought to you by $TRV"
X Link @DJ_EBITDA 2025-10-16T16:47Z XXX followers, XXX engagements
"Somebody bought 1k $PGR 9/19 240C just now. It's time for insurance to come back. They have been left for dead since June"
X Link @DJ_EBITDA 2025-08-05T16:31Z XXX followers, XXX 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 $HG and think they will be fine. Not sure about others"
X Link @DJ_EBITDA 2025-07-18T14:11Z XXX followers, 1869 engagements
"$AJG is somehow red right now. I would like to speak to the stock market manager and request a refund"
X Link @DJ_EBITDA 2025-08-22T14:14Z XXX followers, XXX engagements
"$BHF shitting the bed doesn't surprise anyone"
X Link @DJ_EBITDA 2025-08-25T00:32Z XXX followers, 2163 engagements
"@TyRobben @CedarStResearch Interesting. Sounds like $GWRE should just merge with $VRSK"
X Link @DJ_EBITDA 2025-10-06T14:05Z XXX followers, XXX engagements
"Not many insurers advertise low volatility like $ORI (and $WRB and $IGIC too) in the age of hero ball"
X Link @DJ_EBITDA 2025-07-24T13:15Z XXX followers, 1281 engagements
"Some whale bought 200x $AJG 1/26 300C 🧐"
X Link @DJ_EBITDA 2025-08-28T16:37Z XXX followers, XXX engagements
"$PGR got strong app game"
X Link @DJ_EBITDA 2025-10-02T02:24Z XXX followers, XXX engagements
"$KNSL P/E is back to soft market range"
X Link @DJ_EBITDA 2025-08-12T17:10Z XXX followers, XXX engagements
"$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 X months (down XX% from 6/1)"
X Link @DJ_EBITDA 2025-08-07T13:08Z XXX followers, XXX engagements
"@CapstackCapital Its in the dog house like every P&C name. Unless management pulls a $KNSL the name is stuck like others. Look at $PGR nothing matters other than flow. Earthquake insurance is essentially free money like mortgage insurance. But nobody cares now"
X Link @DJ_EBITDA 2025-10-07T23:58Z XXX followers, XXX engagements
"Insurance market overview from $MMC. Nothing new here. Rates are softening. Social inflation is here to stay"
X Link @DJ_EBITDA 2025-07-18T00:49Z XXX followers, XXX engagements
"$PGR stays in doghouse and reinsurers are looking cheap per MS's survey of investors"
X Link @DJ_EBITDA 2025-10-03T13:51Z XXX followers, 1823 engagements
"@CapstackCapital $KNSL did a call with Truist telling them decel is stabilizing. Bears got slaughtered quickly after the call. If $PLMR management does the same bears will be destroyed quickly as well. Even $RYAN rallied after the $KNSL call. So shorting P&C was/is fashionable"
X Link @DJ_EBITDA 2025-10-08T00:05Z XXX followers, XXX engagements
"$TRV: Record Q. Blah blah blah. Algo: X% NPW growth. Trash. Yank the stock"
X Link @DJ_EBITDA 2025-10-16T13:12Z XXX followers, 1301 engagements
"Some brokers are getting too cheap now $AJG $RYAN $BRO $AON $WTW"
X Link @DJ_EBITDA 2025-08-11T18:44Z XXX followers, 1048 engagements
"@CedarStResearch @longwalkcapital @KoyfinCharts $HOOD is just levered Bitcoin. Don't overthink. It will work forever"
X Link @DJ_EBITDA 2025-10-17T14:38Z XXX followers, XXX engagements
"@dalibali2 Like $FSLY"
X Link @DJ_EBITDA 2025-10-15T13:06Z XXX followers, 1029 engagements
"It's kinda wild to me that $HIG is up XX% YTD and $TRV is up XXXX% YTD. They aren't the best insurers but definitely the best insurance stocks this year"
X Link @DJ_EBITDA 2025-08-29T13:27Z XXX followers, XXX engagements
"$ROL is never gonna miss numbers with self insurance"
X Link @DJ_EBITDA 2025-07-26T20:26Z XXX followers, XXX engagements
"@KoyfinCharts Interesting. $HOOD outperforms $IBRK by a lot in 1Y though"
X Link @DJ_EBITDA 2025-10-17T14:30Z XXX followers, XXX engagements
"$RYAN is up too ofc"
X Link @DJ_EBITDA 2025-10-02T18:22Z XXX followers, XXX engagements
"$RYAN has fallen as well. All the brokers are shot"
X Link @DJ_EBITDA 2025-07-31T23:10Z XXX followers, XXX engagements
"$ACGL is playing Florida too"
X Link @DJ_EBITDA 2025-07-30T19:33Z XXX followers, XXX engagements
"I think insurance brokers should just jointly create their own accounting standards at this point. There might be 5-6 of them left when humanity reaches singularity anyway. I still like $AJG but holy non-GAAP adjustment"
X Link @DJ_EBITDA 2025-07-21T01:38Z XXX followers, 1092 engagements
"@TyRobben @CedarStResearch Its also wild that non sense like $EVER can have $800mn market cap"
X Link @DJ_EBITDA 2025-10-07T00:16Z XXX followers, XXX 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 $PGR etc but FFH is fine"
X Link @DJ_EBITDA 2025-09-23T19:29Z XXX followers, XXX engagements
"$LNG is at $XXX now. Time to take profits and buy again at $XXX LOL"
X Link @DJ_EBITDA 2025-08-22T13:54Z XXX followers, XXX engagements
"Should have bought more $WRB. Rotation and soft market got nothing on it"
X Link @DJ_EBITDA 2025-08-20T18:29Z XXX followers, XXX engagements
"Not sure how many $KNSL short enjoyers are out there. But pairing a $WRB long is a good idea"
X Link @DJ_EBITDA 2025-09-07T05:39Z XXX followers, 1180 engagements
"$WRB calls are always insightful: 1)MGAs are running for exits 2) large prop sucks and 3) most MGAs are idiots"
X Link @DJ_EBITDA 2025-07-22T02:45Z XXX followers, XXX engagements