credit / rates affecting interest expense
“This decrease was partially offset by the impact from AdaptHealth's interest rate swap agreements, which reduced interest expense by $0.1 million and $0.9 million in 2026 and 2025, respectively.”
AHCO 10-Q
Confirmed
Insurance Providers
10 names are moving together; 70% are participating in the current session.
4 observed Confirmed episodes
Co-movement
Observed member paths adjusted against SPY. Shading marks the latest observation window.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| ERIE | Erie Indemnity Company | Financial Services | -2.1% | 3/12 observed active sessions |
| AHCO | AdaptHealth Corp. | Healthcare | +0.8% | Group member |
| HMN | Horace Mann Educators Corporati | Financial Services | +0.3% | 8/12 observed active sessions |
| RLI | RLI Corp. | Financial Services | +1.3% | 5/12 observed active sessions |
| PBH | Prestige Consumer Healthcare In | Healthcare | -0.2% | Group member |
| EIG | Employers Holdings Inc | Financial Services | +0.8% | 6/12 observed active sessions |
| PGR | Progressive Corporation (The) | Financial Services | +1.7% | 1/12 observed active sessions |
| SAFT | Safety Insurance Group, Inc. | Financial Services | +0.1% | 4/12 observed active sessions |
| MZTI | The Marzetti Company | Consumer Defensive | -0.7% | 1/12 observed active sessions |
| AMSF | AMERISAFE, Inc. | Financial Services | +2.4% | 5/12 observed active sessions |
Why we believe this
Cohort
10 namesParticipation
70% this sessionObserved history
44 daily buildsFiling coverage
10/10 membersrestructuring affecting expense
“General and administrative expenses in the 2024 period included less than $0.1 million of equity-based compensation expense and $8.3 million of other non-recurring expenses, consisting of $3.2 million of severance charges (primarily related to the separation of the Company's former President), $2.8 million of consulting expenses associated with systems implementation activities, $2.0 million of consulting expenses associated with asset dispositions, $0.5 million of expenses associated with litigation, partially offset by $0.2 million of other income.”
AHCO 10-Q
supply chain
“The profitability component of agent incentive compensation increased due to improved actual and forecasted loss ratios for the three-year period ended 2026 compared to the three-year period ended 2025.”
ERIE 10-Q
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
WMT
MZTIcustomer · Not moving with the group now
Filing receipt · WMT / MZTI
“NET SALES ATTRIBUTED TO SIGNIFICANT CUSTOMER RELATIONSHIPS Net sales attributed to Walmart Inc.”
MZTI · customer
SIGI
RLItext 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
TRV
RLItext peer · Not moving with the group now
No filing excerpt is available for this relationship.
UFCS
RLItext peer · Not moving with the group now
No filing excerpt is available for this relationship.
History
2026-07-07 → 2026-07-093 observed active sessions · 25% of active names held across the episode
2026-06-23 → 2026-07-027 observed active sessions · 0% of active names held across the episode
2026-06-171 observed active session · 100% of active names held across the episode
2026-05-181 observed active session · 100% of active names held across the episode