Ratings by Evercore ISI (David Motemaden)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/19/2026 | Neptune Insurance Holdings | NP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2026 | Moody's Corp | MCO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2026 | Verisk Analytics | VRSK | Maintain | In Line (N/A) |
|
Details | ||
| 2/19/2026 | Progressive Corp. | PGR | Maintain | In Line (N/A) |
|
Details | ||
| 2/9/2026 | Palomar Holdings | PLMR | New Coverage | Outperform (N/A) |
129.15 (127.32) |
-1.42% | Details | |
| 1/7/2026 | Travelers | TRV | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2026 | RenaissanceRe Holdings | RNR | Maintain | In Line (N/A) |
|
Details | ||
| 1/7/2026 | Progressive Corp. | PGR | Maintain | In Line (N/A) |
|
Details | ||
| 1/7/2026 | Marsh & McLennan | MMC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2026 | Hartford Financial Services | HIG | Maintain | In Line (N/A) |
|
Details | ||
| 1/7/2026 | Fidelis Insurance Holdings | FIHL | Maintain | In Line (N/A) |
|
Details | ||
| 1/7/2026 | Everest Group | EG | Maintain | In Line (N/A) |
|
Details | ||
| 1/7/2026 | Chubb Corporation | CB | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2026 | Aon Corp | AON | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2026 | American International Group | AIG | Maintain | In Line (N/A) |
|
Details | ||
| 1/7/2026 | Arch Capital | ACGL | Maintain | In Line (N/A) |
|
Details | ||
| 1/7/2026 | W.R. Berkley | WRB | Downgrade | Underperform (In Line) |
70.71 (69.92) |
-1.12% | Details | |
| 12/17/2025 | Progressive Corp. | PGR | Maintain | In Line (N/A) |
|
Details | ||
| 12/17/2025 | Arthur J. Gallagher | AJG | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2025 | Verisk Analytics | VRSK | Maintain | In Line (N/A) |
|
Details | ||
| 12/2/2025 | Marsh & McLennan | MMC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2025 | Aon Corp | AON | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2025 | Arthur J. Gallagher | AJG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/21/2025 | Everest Group | EG | Maintain | In Line (N/A) |
|
Details | ||
| 10/31/2025 | Arthur J. Gallagher | AJG | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2025 | Neptune Insurance Holdings | NP | New Coverage | Outperform (N/A) |
25.09 (20.30) |
-19.09% | Details | |
| 10/16/2025 | Progressive Corp. | PGR | Maintain | In Line (N/A) |
|
Details | ||
| 10/1/2025 | RenaissanceRe Holdings | RNR | Upgrade | In Line (Underperform) |
250.22 (298.78) |
19.41% | Details | |
| 8/1/2025 | S&P Global | SPGI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/22/2025 | MSCI Inc. | MSCI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2025 | Progressive Corp. | PGR | Downgrade | In Line (Outperform) |
242.20 (210.60) |
-13.05% | Details | |
| 5/6/2025 | Palomar Holdings | PLMR | Maintain | In Line (N/A) |
|
Details | ||
| 3/20/2025 | Arthur J. Gallagher | AJG | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2025 | Aon Corp | AON | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2025 | Chubb Corporation | CB | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2025 | Travelers | TRV | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2025 | Aon Corp | AON | Upgrade | Outperform (In Line) |
348.47 (340.60) |
-2.26% | Details | |
| 1/8/2025 | Allstate | ALL | Upgrade | Outperform (Outperform) |
185.91 (212.32) |
14.21% | Details | |
| 11/25/2024 | Marsh & McLennan | MMC | New Coverage | Outperform (N/A) |
227.82 (182.70) |
-19.81% | Details | |
| 10/22/2024 | W.R. Berkley | WRB | Maintain | In Line (N/A) |
|
Details | ||
| 10/21/2024 | Verisk Analytics | VRSK | Maintain | In Line (N/A) |
|
Details | ||
| 10/2/2024 | S&P Global | SPGI | New Coverage | Outperform (N/A) |
516.62 (452.36) |
-12.44% | Details | |
| 10/2/2024 | MSCI Inc. | MSCI | New Coverage | Outperform (N/A) |
582.93 (569.24) |
-2.35% | Details | |
| 10/2/2024 | Moody's Corp | MCO | New Coverage | Outperform (N/A) |
474.59 (471.97) |
-0.55% | Details | |
| 10/1/2024 | Verisk Analytics | VRSK | New Coverage | In Line (N/A) |
267.96 (214.84) |
-19.82% | Details | |
| 8/14/2024 | Progressive Corp. | PGR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2024 | Palomar Holdings | PLMR | Maintain | In Line (N/A) |
|
Details | ||
| 8/2/2024 | Everest Group | EG | Maintain | In Line (N/A) |
|
Details | ||
| 7/26/2024 | Aon Corp | AON | Maintain | In Line (N/A) |
|
Details | ||
| 7/26/2024 | Hartford Financial Services | HIG | Maintain | In Line (N/A) |
|
Details | ||
| 7/24/2024 | Chubb Corporation | CB | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2024 | Travelers | TRV | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2024 | Fidelis Insurance Holdings | FIHL | New Coverage | In Line (N/A) |
17.63 (18.62) |
5.62% | Details | |
| 6/26/2024 | American International Group | AIG | Maintain | In Line (N/A) |
|
Details | ||
| 6/21/2024 | Allstate | ALL | Maintain | In Line (N/A) |
|
Details | ||
| 6/5/2024 | Travelers | TRV | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2024 | Allstate | ALL | Maintain | In Line (N/A) |
|
Details | ||
| 5/29/2024 | Palomar Holdings | PLMR | Maintain | In Line (N/A) |
|
Details | ||
| 5/3/2024 | Palomar Holdings | PLMR | Maintain | In Line (N/A) |
|
Details | ||
| 4/23/2024 | W.R. Berkley | WRB | Maintain | In Line (N/A) |
|
Details | ||
| 4/18/2024 | Marsh & McLennan | MMC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2024 | Travelers | TRV | Maintain | Outperform (N/A) |
|
Details | ||
| 3/15/2024 | Progressive Corp. | PGR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2024 | Arch Capital | ACGL | Maintain | In Line (N/A) |
|
Details | ||
| 2/15/2024 | Palomar Holdings | PLMR | Maintain | In Line (N/A) |
|
Details | ||
| 2/14/2024 | Progressive Corp. | PGR | Maintain | In Line (N/A) |
|
Details | ||
| 2/8/2024 | Everest Group | EG | Maintain | In Line (N/A) |
|
Details | ||
| 2/8/2024 | Allstate | ALL | Maintain | In Line (N/A) |
|
Details | ||
| 1/26/2024 | Arthur J. Gallagher | AJG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2024 | W.R. Berkley | WRB | Maintain | In Line (N/A) |
|
Details | ||
| 1/24/2024 | Progressive Corp. | PGR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/19/2024 | Travelers | TRV | Maintain | Outperform (N/A) |
|
Details | ||
| 1/9/2024 | W.R. Berkley | WRB | Downgrade | In Line (Outperform) |
74.36 (70.71) |
-4.91% | Details | |
| 12/14/2023 | RenaissanceRe Holdings | RNR | New Coverage | Underperform (N/A) |
208.13 (250.22) |
20.22% | Details | |
| 12/14/2023 | Everest Group | EG | New Coverage | In Line (N/A) |
396.13 (334.11) |
-15.66% | Details | |
| 12/14/2023 | Arch Capital | ACGL | New Coverage | In Line (N/A) |
80.28 (97.21) |
21.09% | Details | |
| 11/17/2023 | Progressive Corp. | PGR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2023 | Allstate | ALL | Maintain | In Line (N/A) |
|
Details | ||
| 10/27/2023 | Hartford Financial Services | HIG | Maintain | In Line (N/A) |
|
Details | ||
| 10/25/2023 | Chubb Corporation | CB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/13/2023 | Progressive Corp. | PGR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2023 | Progressive Corp. | PGR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2023 | Root, Inc. | ROOT | Maintain | In Line (N/A) |
|
Details | ||
| 7/28/2023 | Aon Corp | AON | Maintain | In Line (N/A) |
|
Details | ||
| 7/28/2023 | Arthur J. Gallagher | AJG | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2023 | Allstate | ALL | Maintain | In Line (N/A) |
|
Details | ||
| 6/8/2023 | Marsh & McLennan | MMC | Upgrade | Outperform (In Line) |
176.46 (227.82) |
29.11% | Details | |
| 5/4/2023 | Allstate | ALL | Maintain | In Line (N/A) |
|
Details | ||
| 5/3/2023 | Progressive Corp. | PGR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2023 | W.R. Berkley | WRB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2023 | Marsh & McLennan | MMC | Maintain | In Line (N/A) |
|
Details | ||
| 4/14/2023 | Hartford Financial Services | HIG | Maintain | In Line (N/A) |
|
Details | ||
| 4/13/2023 | Progressive Corp. | PGR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2023 | Progressive Corp. | PGR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2023 | Root, Inc. | ROOT | Maintain | In Line (N/A) |
|
Details | ||
| 2/15/2023 | Progressive Corp. | PGR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2023 | Aon Corp | AON | Maintain | In Line (N/A) |
|
Details | ||
| 2/1/2023 | Chubb Corporation | CB | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2023 | Progressive Corp. | PGR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/19/2023 | Allstate | ALL | Maintain | In Line (N/A) |
|
Details | ||
| 1/17/2023 | Travelers | TRV | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2023 | Travelers | TRV | Upgrade | Outperform (In Line) |
193.87 (306.31) |
58% | Details | |
| 1/10/2023 | Palomar Holdings | PLMR | Downgrade | In Line (Outperform) |
46.80 (129.15) |
175.96% | Details | |
| 1/10/2023 | Hartford Financial Services | HIG | Downgrade | In Line (Outperform) |
78.90 (139.25) |
76.49% | Details | |
| 1/10/2023 | Aon Corp | AON | Upgrade | In Line (Underperform) |
307.33 (348.47) |
13.39% | Details | |
| 11/3/2022 | Trean Insurance Group | TIG | Maintain | In Line (N/A) |
|
Details | ||
| 11/2/2022 | American International Group | AIG | Maintain | In Line (N/A) |
|
Details | ||
| 10/20/2022 | Marsh & McLennan | MMC | Maintain | In Line (N/A) |
|
Details | ||
| 10/20/2022 | Allstate | ALL | Maintain | In Line (N/A) |
|
Details | ||
| 10/19/2022 | Travelers | TRV | Maintain | In Line (N/A) |
|
Details | ||
| 8/17/2022 | Progressive Corp. | PGR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2022 | Root, Inc. | ROOT | Maintain | In Line (N/A) |
|
Details | ||
| 8/4/2022 | Allstate | ALL | Maintain | In Line (N/A) |
|
Details | ||
| 8/4/2022 | Palomar Holdings | PLMR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2022 | Trean Insurance Group | TIG | Maintain | In Line (N/A) |
|
Details | ||
| 7/27/2022 | Chubb Corporation | CB | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2022 | Travelers | TRV | Maintain | In Line (N/A) |
|
Details | ||
| 7/21/2022 | Allstate | ALL | Maintain | In Line (N/A) |
|
Details | ||
| 7/15/2022 | Progressive Corp. | PGR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2022 | Allstate | ALL | Maintain | In Line (N/A) |
|
Details | ||
| 4/29/2022 | Hartford Financial Services | HIG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2022 | Chubb Corporation | CB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2022 | W.R. Berkley | WRB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2022 | Marsh & McLennan | MMC | Maintain | In Line (N/A) |
|
Details | ||
| 3/31/2022 | Trean Insurance Group | TIG | Downgrade | In Line (Outperform) |
4.88 (6.16) |
26.23% | Details | |
| 3/10/2022 | Trean Insurance Group | TIG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2022 | American International Group | AIG | Maintain | In Line (N/A) |
|
Details | ||
| 2/17/2022 | Palomar Holdings | PLMR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2022 | Marsh & McLennan | MMC | Maintain | In Line (N/A) |
|
Details | ||
| 2/14/2022 | Arthur J. Gallagher | AJG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2022 | Hartford Financial Services | HIG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2022 | Chubb Corporation | CB | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2022 | Arthur J. Gallagher | AJG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2022 | W.R. Berkley | WRB | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2022 | Marsh & McLennan | MMC | Maintain | In Line (N/A) |
|
Details | ||
| 1/13/2022 | Travelers | TRV | Maintain | In Line (N/A) |
|
Details | ||
| 1/13/2022 | Root, Inc. | ROOT | Maintain | In Line (N/A) |
|
Details | ||
| 1/13/2022 | Marsh & McLennan | MMC | Maintain | In Line (N/A) |
|
Details | ||
| 1/13/2022 | Hartford Financial Services | HIG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2022 | Chubb Corporation | CB | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2022 | Allstate | ALL | Maintain | In Line (N/A) |
|
Details | ||
| 1/13/2022 | Arthur J. Gallagher | AJG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2022 | Progressive Corp. | PGR | Upgrade | Outperform (In Line) |
102.16 (242.20) |
137.08% | Details | |
| 1/6/2022 | Aon Corp | AON | Downgrade | Underperform (In Line) |
294.27 (340.60) |
15.74% | Details | |
| 12/16/2021 | Willis Towers Watson | WLTW | New Coverage | In Line (N/A) |
232.17 (231.56) |
-0.26% | Details | |
| 12/16/2021 | W.R. Berkley | WRB | New Coverage | Outperform (N/A) |
81.48 (69.92) |
-14.19% | Details | |
| 11/22/2021 | Allstate | ALL | Maintain | In Line (N/A) |
|
Details | ||
| 11/22/2021 | Travelers | TRV | Maintain | In Line (N/A) |
|
Details | ||
| 11/11/2021 | Trean Insurance Group | TIG | Maintain | Outperform (N/A) |
|
Details | ||
| 12/17/2020 | Marsh & McLennan | MMC | New Coverage | In Line (N/A) |
116.65 (182.70) |
56.62% | Details | |
| 12/17/2020 | Aon Corp | AON | New Coverage | In Line (N/A) |
208.03 (340.60) |
63.73% | Details | |
| 8/10/2020 | Trean Insurance Group | TIG | New Coverage | Outperform (N/A) |
16.39 (6.16) |
-62.42% | Details | |
| 7/16/2020 | Chubb Corporation | CB | Upgrade | Outperform (In Line) |
130.74 (328.00) |
150.88% | Details | |
| 4/13/2020 | Travelers | TRV | Upgrade | In Line (Underperform) |
104.94 (306.31) |
191.89% | Details | |
| 4/13/2020 | Allstate | ALL | Upgrade | Outperform (In Line) |
97.25 (212.32) |
118.32% | Details | |
| 1/23/2020 | Travelers | TRV | Maintain | Underperform (N/A) |
|
Details | ||
| 10/17/2019 | American International Group | AIG | New Coverage | In Line (N/A) |
54.34 (78.72) |
44.87% | Details | |
| 10/17/2019 | Chubb Corporation | CB | New Coverage | In Line (N/A) |
155.21 (328.00) |
111.33% | Details | |
| 10/17/2019 | Travelers | TRV | New Coverage | Underperform (N/A) |
143.31 (306.31) |
113.74% | Details | |
| 10/17/2019 | Hartford Financial Services | HIG | New Coverage | Outperform (In Line) |
59.49 (139.25) |
134.07% | Details | |
| 10/17/2019 | Progressive Corp. | PGR | New Coverage | In Line (N/A) |
74.97 (210.60) |
180.91% | Details | |
| 10/17/2019 | Allstate | ALL | New Coverage | In Line (N/A) |
108.07 (212.32) |
96.47% | Details | |
| 5/13/2019 | Palomar Holdings | PLMR | New Coverage | Outperform (N/A) |
19.29 (127.32) |
560.03% | Details |

