demand / volume
“New originations remained modest due to affordability challenges tied to mortgage rates and home prices, which continued to constrain demand.”
ACGL 10-Q
Confirmed
Property & Casualty Insurance
11 names are moving together; 91% are participating in the current session.
1 observed Confirmed episode
Co-movement
Observed member paths adjusted against SPY. Shading marks the latest observation window.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| CB | Chubb Limited | Financial Services | +0.2% | 3/6 observed active sessions |
| ACGL | Arch Capital Group Ltd. | Financial Services | -0.7% | 4/6 observed active sessions |
| KNSL | Kinsale Capital Group, Inc. | Financial Services | +0.3% | Group member |
| RLI | RLI Corp. | Financial Services | +0.0% | 3/6 observed active sessions |
| ERIE | Erie Indemnity Company | Financial Services | +2.9% | Group member |
| ALL | Allstate Corporation (The) | Financial Services | -0.4% | 2/6 observed active sessions |
| PGR | Progressive Corporation (The) | Financial Services | -0.9% | Group member |
| RNR | RenaissanceRe Holdings Ltd. | Financial Services | +0.6% | 5/6 observed active sessions |
| MZTI | The Marzetti Company | Consumer Defensive | -0.9% | Group member |
| WRB | W.R. Berkley Corporation | Financial Services | -1.2% | 4/6 observed active sessions |
| BRK-B | Berkshire Hathaway Inc. New | Financial Services | +0.3% | 1/6 observed active sessions |
Why we believe this
Cohort
11 namesParticipation
91% this sessionObserved history
6 daily buildsFiling coverage
11/11 memberscredit / rates affecting interest expense
“Otherwise, net earnings of the U.S. utilities in 2025 reflected comparative increases in electric utility margin, partially offset by increases in energy operating expenses and interest expense and lower other income and income tax benefits.”
BRK-B 10-K
demand / volume affecting revenue
“Revenues in 2025 reflected lower volumes of 4.6%, partially offset by higher average revenue per car/unit.”
BRK-B 10-K
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
Connected, outside the group
AXS
RLItext peer · Not moving with the group now
No filing excerpt is available for this relationship.
BOW
BRK-Binvestee · Current intraday read unavailable
Filing receipt · BOW / BRK-B
“The portfolio is managed by a third-party investment management firm, New England Asset Management Inc.”
BRK-B · investee
TRV
CBtext peer · Not moving with the group now
No filing excerpt is available for this relationship.
TXRH
MZTIcustomer · Not moving with the group now
Filing receipt · TXRH / MZTI
“Retail segment highlights include continued growth from our category-leading New York Bakery TM frozen garlic bread products, including our recently introduced gluten-fr…”
MZTI · customer
SIGI
RLItext peer · Not moving with the group now
No filing excerpt is available for this relationship.
History
2026-07-21 → 2026-07-316 observed active sessions · 0% of active names held across the episode