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Confirmed

Insurance & Technology Services

44 names are moving together; 52% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
FNFabrinetTechnology-2.3%Group member
ADIAnalog Devices, Inc.Technology+0.6%Group member
CSGPCoStar Group, Inc.Real Estate-2.8%Most structurally connected
ENSEnerSysIndustrials-0.4%Group member
BOWBowhead Specialty Holdings Inc.Financial Services-2.3%Group member
BWBabcock & Wilcox Enterprises, IIndustrials+2.0%Group member
OCCOptical Cable CorporationTechnology-3.4%Group member
ONON Semiconductor CorporationTechnology-1.9%Group member
NSPInsperity, Inc.Industrials+2.7%Group member
QUCYQuantum Cyber N.V.Healthcare-4.6%Group member
DRTSAlpha Tau Medical Ltd.Healthcare-2.2%Group member
GNRCGenerac Holdlings Inc.Industrials-0.9%Group member
KEYSKeysight Technologies Inc.Technology-0.0%Group member
KFRCKforce, Inc.Industrials+3.5%Group member
LRNStride, Inc.Consumer Defensive+0.1%Group member
PRMPerimeter Solutions, SABasic Materials-2.1%Group member
AJGArthur J. Gallagher & Co.Financial Services-0.3%Group member
BEBloom Energy CorporationIndustrials-4.8%Group member
BKRBaker Hughes CompanyEnergy+0.6%Group member
CHTChunghwa Telecom Co., Ltd.Communication Services-0.1%Group member
LASELaser Photonics CorporationIndustrials-2.6%Group member
OMEROmeros CorporationHealthcare+0.2%Group member
RYANRyan Specialty Holdings, Inc.Financial Services-0.4%Group member
SEISolaris Energy Infrastructure,Energy+4.8%Group member

Why we believe this

Cohort

44 names

Participation

52% this session

Observed history

1 daily builds

Filing coverage

39/44 members

credit / rates affecting interest expense

Interest expense - The increase in interest expense in 2025 compared to 2024 was due to the following (in millions): Change in interest expense related to: 2025 / 2024 Interest on borrowings from our Credit Agreement $ 4 Interest on the maturity of the Series H notes (2) Interest on the maturity of the Series O notes (4) Interest on the maturity of the Series HH notes (1) Interest on the $1,000 million senior notes funded on February 15, 2024 7 Interest on the $5,000 million senior notes funded on December 19, 2024 254 Net change in interest expense $ 258 Depreciation - Depreciation expense in 2025 was flat compared to 2024, and includes capital improvements made at our corporate headquarters and Gallagher Centers of Excellence in 2025 and 2024 and to the acquisition of other corporate related fixed assets in 2025.

AJG 10-K

restructuring affecting expense

Due to these acquisitions, our net income (loss) has included significant charges for amortization of acquired intangible assets; depreciation and other amortization; acquisition- and integration-related costs, including gains or losses on equity investments acquired in prospective targets and related to deal-contingent financial instruments; restructuring and related costs, including certain advisory fees; and loss on debt extinguishment.

CSGP 10-Q

demand / volume affecting revenue

Net new bookings is calculated based on the annualized amount of change in our sales bookings resulting from new subscription-based contracts, changes to existing subscription-based contracts, and cancellations of subscription-based contracts for the period reported.

CSGP 10-Q

Insurance & Technology Services can stay leader-led if ARX and the next software names fail to join while CSGP keeps moving.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.