Feed / Theme
Confirmed

Insurance Providers

8 names are moving together; 88% are participating in the current session.

2 observed Confirmed episodes

Co-movement

Observed member paths adjusted against SPY. Shading marks the latest observation window.

Members

TICKERCompanySectorTodayObserved activity
HIGThe Hartford Insurance Group, IFinancial Services-1.9%1/4 observed active sessions
AFGAmerican Financial Group, Inc.Financial Services-1.4%4/4 observed active sessions
AXSAxis Capital Holdings LimitedFinancial Services-1.8%2/4 observed active sessions
HRTGHeritage Insurance Holdings, InFinancial Services-2.4%2/4 observed active sessions
ACGLArch Capital Group Ltd.Financial Services-1.5%3/4 observed active sessions
AFLAFLAC IncorporatedFinancial Services-1.0%2/4 observed active sessions
AGOAssured Guaranty Ltd.Financial Services-1.2%2/4 observed active sessions
AIGAmerican International Group, IFinancial Services-1.1%1/4 observed active sessions

Why we believe this

Cohort

8 names

Participation

88% this session

Observed history

5 daily builds

Filing coverage

8/8 members

restructuring

In the third quarter of 2023, AFG recorded a realized loss on subsidiary of $4 million, consisting of a $26 million goodwill impairment charge, partially offset by a $22 million reduction in the fair value of a contingent consideration liability, both related to AFG’s investment in Verikai.

AFG 10-K

credit / rates affecting interest expense

Holding Company and Other — Interest Charges on Borrowed Money AFG’s holding companies and other operations outside of its property and casualty insurance segment recorded interest expense of $23 million in the first three months of 2026 compared to $19 million in the first three months of 2025, an increase of $4 million (21%), reflecting the issuance of $350 million principal amount of 5.00% Senior Notes in September 2025.

AFG 10-Q

legal / regulatory

Litigation by nature is unpredictable, and the outcome of any case is uncertain and could result in liabilities that vary from the amounts AFG has currently recorded.

AFG 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

WTM

ACGLtext peer · Not moving with the group now

No filing excerpt is available for this relationship.

HG

AXStext peer · Not moving with the group now

No filing excerpt is available for this relationship.

BOW

ACGLtext peer · Not moving with the group now

No filing excerpt is available for this relationship.

UFCS

AFGtext peer · Not moving with the group now

No filing excerpt is available for this relationship.

TRV

AXStext peer · Not moving with the group now

No filing excerpt is available for this relationship.

History

2026-07-14 → 2026-07-152 observed active sessions · 42.9% of active names held across the episode
2026-07-07 → 2026-07-092 observed active sessions · 12.5% of active names held across the episode