restructuring
“The portfolio slightly underperformed their benchmark returns, primarily due to the impairment and sale of certain alternative investments accounted for using the equity method.”
ACGL 10-K
Confirmed
Property & Casualty Insurance
23 names are moving together; 61% 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 |
|---|---|---|---|---|
| TRV | The Travelers Companies, Inc. | Financial Services | -1.4% | Group member |
| CB | Chubb Limited | Financial Services | -2.4% | Group member |
| HIG | The Hartford Insurance Group, I | Financial Services | -1.9% | Group member |
| AFG | American Financial Group, Inc. | Financial Services | -1.4% | Group member |
| AXS | Axis Capital Holdings Limited | Financial Services | -1.8% | Group member |
| ACGL | Arch Capital Group Ltd. | Financial Services | -1.5% | Group member |
| EG | Everest Group, Ltd. | Financial Services | -1.5% | Group member |
| L | Loews Corporation | Financial Services | -1.8% | Group member |
| THG | Hanover Insurance Group Inc | Financial Services | -1.3% | Group member |
| WRB | W.R. Berkley Corporation | Financial Services | -2.5% | Group member |
| CNA | CNA Financial Corporation | Financial Services | -2.0% | Group member |
| RGA | Reinsurance Group of America, I | Financial Services | -1.7% | Group member |
| PGR | Progressive Corporation (The) | Financial Services | -3.5% | Group member |
| ALL | Allstate Corporation (The) | Financial Services | -2.4% | Group member |
| CINF | Cincinnati Financial Corporatio | Financial Services | -1.4% | Group member |
| SIGI | Selective Insurance Group, Inc. | Financial Services | -1.4% | Group member |
| ADT | ADT Inc. | Industrials | -0.9% | Group member |
| RNR | RenaissanceRe Holdings Ltd. | Financial Services | -0.3% | Group member |
| AFL | AFLAC Incorporated | Financial Services | -1.0% | Group member |
| MKL | Markel Group Inc. | Financial Services | -1.0% | Group member |
| MCY | Mercury General Corporation | Financial Services | -2.1% | Most structurally connected |
| AIZ | Assurant, Inc. | Financial Services | -1.0% | Group member |
| AIG | American International Group, I | Financial Services | -1.1% | Group member |
Why we believe this
Cohort
23 namesParticipation
61% this sessionObserved history
1 daily buildsFiling coverage
23/23 memberscredit / rates affecting interest expense
“Interest Expense, net The increase in interest expense, net during 2025, as compared to the prior year period, primarily reflects an increase in the unrealized loss on interest rate swaps of $29 million partially offset by a decrease of $11 million on our long-term debt primarily related to reductions in interest rates.”
ADT 10-K
pricing
“At December 31, 2025, the Company’s deferred income taxes were in a net asset position mainly due to deferred tax assets generated by unearned premiums and loss reserve discounting.”
MCY 10-K
Property & Casualty Insurance can stay leader-led if AFG and the next software names fail to join while MCY 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.