| 11/19/2025 | GOCO | Buy Now | GoHealth | $2.93 | — | | — | Downgrade | Outperform → Market Perform | Get Alert |
| 08/18/2025 | ARX | Buy Now | Accelerant Holdings | $15.55 | — | | — | Initiates | → Outperform | Get Alert |
| 06/06/2025 | ALL | Buy Now | Allstate | $211.13 | — | | — | Initiates | → Sector Outperform | Get Alert |
| 10/17/2024 | BWIN | Buy Now | Baldwin Insurance | $23.91 | — | | — | Upgrade | Market Perform → Outperform | Get Alert |
| 08/21/2024 | TWFG | Buy Now | TWFG | $28.60 | — | | — | Initiates | → Outperform | Get Alert |
| 08/19/2024 | SKWD | Buy Now | Skyward Specialty | $48.53 | — | | — | Initiates | → Outperform | Get Alert |
| 06/28/2024 | TRV | Buy Now | Travelers Companies | $290.01 | — | | — | Downgrade | Outperform → Market Perform | Get Alert |
| 06/28/2024 | CB | Buy Now | Chubb | $311.81 | — | | — | Downgrade | Market Perform → Underperform | Get Alert |
| 03/08/2024 | HCI | Buy Now | HCI Group | $186.92 | — | | — | Upgrade | Market Perform → Outperform | Get Alert |
| 08/11/2023 | HCI | Buy Now | HCI Group | $186.92 | — | | — | Initiates | → Market Perform | Get Alert |
| 08/11/2023 | HIPO | Buy Now | Hippo Holdings | $31.06 | — | | — | Initiates | → Market Perform | Get Alert |
| 03/03/2023 | BRP | Buy Now | BRP Group | — | — | | — | Downgrade | Outperform → Market Perform | Get Alert |
| 07/28/2022 | GSHD | Buy Now | Goosehead Insurance | $75.89 | — | | — | Downgrade | Outperform → Market Perform | Get Alert |
| 08/20/2021 | RYAN | Buy Now | Ryan Specialty Hldgs | $53.78 | — | | — | Initiates | → Outperform | Get Alert |
| 08/12/2021 | TIG | Buy Now | Trean Insurance Group | — | — | | — | Downgrade | Outperform → Market Perform | Get Alert |
| 08/31/2020 | BRP | Buy Now | BRP Group | — | — | | — | Initiates | → Outperform | Get Alert |
| 07/20/2020 | CB | Buy Now | Chubb | $311.81 | — | | — | Upgrade | Underperform → Market Perform | Get Alert |
| 07/20/2020 | TRV | Buy Now | Travelers Companies | $290.01 | — | | — | Upgrade | Market Perform → Outperform | Get Alert |
| 05/06/2020 | AIG | Buy Now | American Intl Gr | $85.72 | — | | — | Downgrade | Outperform → Market Perform | Get Alert |
| 02/13/2020 | PRI | Buy Now | Primerica | $261.30 | — | | — | Upgrade | Market Perform → Outperform | Get Alert |
| 07/19/2019 | AIG | Buy Now | American Intl Gr | $85.72 | — | | — | Upgrade | Market Perform → Outperform | Get Alert |
| 05/24/2018 | GSHD | Buy Now | Goosehead Insurance | $75.89 | — | | — | Initiates | → Outperform | Get Alert |
| 01/16/2018 | AON | Buy Now | Aon | $352.48 | — | | — | Downgrade | Outperform → Market Perform | Get Alert |
| 01/16/2018 | WLTW | Buy Now | Willis Towers Watson | — | — | | — | Downgrade | Outperform → Market Perform | Get Alert |
| 11/03/2017 | BNFT | Buy Now | Benefitfocus | — | — | | — | Downgrade | Outperform → Market Perform | Get Alert |
| 06/01/2017 | BNFT | Buy Now | Benefitfocus | — | — | | — | Upgrade | Market Perform → Outperform | Get Alert |
| 04/21/2017 | PRI | Buy Now | Primerica | $261.30 | — | | — | Downgrade | Outperform → Market Perform | Get Alert |
| 03/02/2017 | AMP | Buy Now | Ameriprise Finl | $492.39 | — | | — | Initiates | → Outperform | Get Alert |
| 11/17/2016 | TRV | Buy Now | Travelers Companies | $290.01 | — | | — | Downgrade | Market Perform → Underperform | Get Alert |
| 11/17/2016 | CB | Buy Now | Chubb | $311.81 | — | | — | Downgrade | Market Perform → Underperform | Get Alert |
| 05/06/2016 | BNFT | Buy Now | Benefitfocus | — | — | | — | Downgrade | Outperform → Market Perform | Get Alert |
| 02/03/2016 | AIG | Buy Now | American Intl Gr | $85.72 | — | | — | Downgrade | Outperform → Market Perform | Get Alert |
| 01/22/2016 | PRI | Buy Now | Primerica | $261.30 | — | | — | Initiates | → Outperform | Get Alert |
| 06/12/2015 | BNFT | Buy Now | Benefitfocus | — | — | | — | Upgrade | Market Perform → Outperform | Get Alert |
| 04/17/2014 | BNFT | Buy Now | Benefitfocus | — | — | | — | Initiates | → Market Perform | Get Alert |
| 04/23/2013 | CB | Buy Now | Chubb | $311.81 | — | | — | Upgrade | Underperform → Market Perform | Get Alert |