credit / rates affecting interest expense
“If we fail to pay a claim timely, we are subject to additional interest expense.”
MTG 10-K
Confirmed
Mortgage Insurance & REITs
19 names are moving together; 79% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| WCC | WESCO International, Inc. | Industrials | -1.1% | Group member |
| WTW | Willis Towers Watson Public Lim | Financial Services | -1.3% | Group member |
| MTG | MGIC Investment Corporation | Financial Services | -1.5% | Most structurally connected |
| OPCH | Option Care Health, Inc. | Healthcare | +3.5% | Group member |
| GTX | Garrett Motion Inc. | Consumer Cyclical | +0.5% | Group member |
| BBT | Beacon Financial Corporation | Financial Services | +0.7% | Group member |
| CHKP | Check Point Software Technologi | Technology | -3.5% | Group member |
| CHH | Choice Hotels International, In | Consumer Cyclical | +0.8% | Group member |
| NMIH | NMI Holdings Inc | Financial Services | -2.0% | Group member |
| ESNT | Essent Group Ltd. | Financial Services | -2.2% | Group member |
| BCPC | Balchem Corporation | Basic Materials | +1.1% | Group member |
| ACT | Enact Holdings, Inc. | Financial Services | -1.7% | Group member |
| IRM | Iron Mountain Incorporated (Del | Real Estate | +0.7% | Group member |
| DLR | Digital Realty Trust, Inc. | Real Estate | +1.8% | Group member |
| MGRC | McGrath RentCorp | Industrials | +1.4% | Group member |
| RDN | Radian Group Inc. | Financial Services | +2.5% | Group member |
| GNW | Genworth Financial Inc | Financial Services | +0.4% | Group member |
| CAH | Cardinal Health, Inc. | Healthcare | -2.2% | Group member |
| EQIX | Equinix, Inc. | Real Estate | -0.2% | Group member |
Why we believe this
Cohort
19 namesParticipation
79% this sessionObserved history
1 daily buildsFiling coverage
18/19 membersrestructuring affecting expense
“Acquisition and operating expenses, net of deferrals, decreased for the three months ended September 30, 2025, primarily due to restructuring activities in 2024 and higher ceding commissions.”
ACT 10-Q
credit / rates
“Premiums earned are also impacted by the amount of accelerated premiums from single premium policy cancellations, which generally decrease as refinance activity decreases.”
MTG 10-K
Mortgage Insurance & REITs can stay leader-led if GTX and the next software names fail to join while MTG 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.