MARKET-DISCOVERED GROUP
Price direction is split across 10 measured members. Capital-flow agreement is 5%, so the basket is not yet clean.
WED, FEB 25ACGL filing documented shared operating contextrestructuring · date precision only
WED, MAR 11HRTG filing documented shared operating contextrestructuring · date precision only
01 · WHAT IS HAPPENING
Observed intraday paths are not available for this group yet.
02 · WHY IT MATTERS
Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across ACGL, AGO, AXS, BRK-A, BRK-B, CINF, EG, TRV.
“For the year ended December 31, 2023 , the Company recorded an impairment of $ 767,000 associated with the Company construction affiliate resulting from changes to its operations.”
HRTG 10-K · 2026-03-12
“For the Three Months Ended March 31, (Unaudited) 2026 2025 $ Change % Change (in thousands, except per share amounts) Operating income 50,818 42,436 8,382 19.8 % Interest expense, net 1,779 2,426 (647 ) (26.7 )% Income before income taxes 49,039 40,010 9,029 22.6 % Provision for income taxes 12,556 9,536 3,020 31.7 % Net income $ 36,483 $ 30,474 $ 6,009 19.7 % Basic earnings per share $ 1.19 $ 0.99 $ 0.20 20.2 % Diluted earnings per share $ 1.19 $ 0.99 $ 0.20 20.2 % 30 Net income First quarter ended 2026 net income was $36.5 million or $1.19 per diluted share, compared to net income of $30.5 million or $0.99 per diluted share in the prior year quarter, primarily driven by higher investment income and a reduction in losses, partly offset by higher general and administrative expenses.”
HRTG 10-Q · 2026-05-08
“New originations remained modest due to affordability challenges tied to mortgage rates and home prices, which continued to constrain demand.”
ACGL 10-Q · 2026-05-05
Filing-linked outsiders test whether the move is spreading beyond the established cohort.
03 · WHO IS IN IT
8/12 active5 rising · 5 falling
| TICKER | Company | Role now | Today | Observed history | Trader interpretation |
|---|---|---|---|---|---|
| HRTG | Heritage Insurance Holdings, In | Most unusual | — | 50% of 2 sessions | Most unusual activity in this snapshot; performance direction may differ. |
| CINF | Cincinnati Financial Corporation | Participating | +0.1% | 50% of 2 sessions | Price participation is not yet confirmed by per-name flow. |
| AIG | American International Group, I | Participating | +0.7% | 50% of 2 sessions | Price participation is not yet confirmed by per-name flow. |
| HIG | The Hartford Insurance Group, Inc. | Participating | -0.8% | 0% of 2 sessions | Price participation with accumulating signed flow. |
| TRV | The Travelers Companies, Inc. | Participating | -0.3% | 50% of 2 sessions | Price participation with accumulating signed flow. |
| ACGL | Arch Capital Group Ltd. | Participating | +0.1% | 50% of 2 sessions | Price participation is not yet confirmed by per-name flow. |
| AXS | Axis Capital Holdings Limited | Participating | -0.1% | 50% of 2 sessions | Price participation is not yet confirmed by per-name flow. |
| AFG | American Financial Group, Inc. | Participating | -0.1% | 100% of 2 sessions | Price participation is not yet confirmed by per-name flow. |
| BRK-B | Berkshire Hathaway Inc. | Quiet / lagging | -0.2% | 0% of 2 sessions | Not participating yet; a breadth test or a genuine divergence. |
| BRK-A | Berkshire Hathaway Inc. | Quiet / lagging | — | 0% of 2 sessions | Not participating yet; a breadth test or a genuine divergence. |
| EG | Everest Group, Ltd. | Quiet / lagging | +0.4% | 0% of 2 sessions | Not participating yet; a breadth test or a genuine divergence. |
| AGO | Assured Guaranty Ltd. | Quiet / lagging | +0.1% | 50% of 2 sessions | Not participating yet; a breadth test or a genuine divergence. |
04 · HAS THIS HAPPENED BEFORE
No completed point-in-time outcome is available yet. New live confirmations are now retained with their exact observation timestamp; statistics appear only after the corresponding candles complete.
One continuous episode spans 2 active sessions; the independent episode sample remains low—context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.