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
21 names are moving together; 29% 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 | -2.3% | Group member |
| CB | Chubb Limited | Financial Services | -2.6% | Group member |
| HIG | The Hartford Insurance Group, I | Financial Services | -2.7% | Group member |
| AXS | Axis Capital Holdings Limited | Financial Services | -1.5% | Group member |
| AFG | American Financial Group, Inc. | Financial Services | -2.5% | Group member |
| ACGL | Arch Capital Group Ltd. | Financial Services | -3.0% | Group member |
| EG | Everest Group, Ltd. | Financial Services | -2.2% | Group member |
| L | Loews Corporation | Financial Services | -1.7% | Group member |
| THG | Hanover Insurance Group Inc | Financial Services | -3.2% | Group member |
| WRB | W.R. Berkley Corporation | Financial Services | -2.9% | Group member |
| CNA | CNA Financial Corporation | Financial Services | -1.8% | Group member |
| PGR | Progressive Corporation (The) | Financial Services | -9.3% | Group member |
| CINF | Cincinnati Financial Corporatio | Financial Services | -4.3% | Group member |
| RGA | Reinsurance Group of America, I | Financial Services | +0.1% | Group member |
| ALL | Allstate Corporation (The) | Financial Services | -4.3% | Group member |
| SIGI | Selective Insurance Group, Inc. | Financial Services | -2.8% | Most structurally connected |
| RNR | RenaissanceRe Holdings Ltd. | Financial Services | -3.8% | Group member |
| AFL | AFLAC Incorporated | Financial Services | -0.9% | Group member |
| ADT | ADT Inc. | Industrials | +0.6% | Group member |
| AIZ | Assurant, Inc. | Financial Services | -0.9% | Group member |
| AIG | American International Group, I | Financial Services | -2.9% | Group member |
Why we believe this
Cohort
21 namesParticipation
29% this sessionObserved history
1 daily buildsFiling coverage
21/21 memberspricing
“Lower renewal pure price increases this year compared to last were driven by a reduction in rates for physical damage that were partially offset by higher commercial automobile liability rates.”
SIGI 10-Q
credit / 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
Property & Casualty Insurance can stay leader-led if AXS and the next software names fail to join while SIGI 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.