Ratings by JPMorgan (Jimmy Bhullar)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/6/2026 | Unum Group | UNM | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/5/2026 | Equitable Holdings Inc | EQH | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/5/2026 | Globe Life | GL | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/5/2026 | Allstate | ALL | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/4/2026 | Prudential Financial | PRU | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/4/2026 | Chubb Corporation | CB | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/30/2026 | Hartford Financial Services | HIG | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/7/2026 | Baldwin Insurance | BWIN | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/7/2026 | Progressive Corp. | PGR | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/7/2026 | Marsh & McLennan | MMC | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/7/2026 | Aon Corp | AON | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/7/2026 | Travelers | TRV | Maintain | Underweight (Underweight) |
|
Details | ||
| 1/7/2026 | RenaissanceRe Holdings | RNR | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/7/2026 | Palomar Holdings | PLMR | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/7/2026 | Hartford Financial Services | HIG | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/7/2026 | Arch Capital | ACGL | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/5/2026 | Corebridge Financial | CRBG | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2026 | AFLAC | AFL | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2026 | Principal Financial Group | PFG | Downgrade | Neutral (Overweight) |
88.21 (92.26) |
4.59% | Details | |
| 1/5/2026 | Equitable Holdings Inc | EQH | Upgrade | Overweight (Neutral) |
47.65 (39.26) |
-17.61% | Details | |
| 12/18/2025 | Brown & Brown | BRO | New Coverage | Neutral (N/A) |
80.97 (73.50) |
-9.23% | Details | |
| 11/10/2025 | Palomar Holdings | PLMR | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/6/2025 | Allstate | ALL | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/5/2025 | AFLAC | AFL | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/4/2025 | Unum Group | UNM | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/28/2025 | Arch Capital | ACGL | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/9/2025 | Baldwin Insurance | BWIN | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/9/2025 | Palomar Holdings | PLMR | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/9/2025 | Aon Corp | AON | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/9/2025 | Travelers | TRV | Maintain | Underweight (Underweight) |
|
Details | ||
| 10/9/2025 | Progressive Corp. | PGR | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/9/2025 | Hartford Financial Services | HIG | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/9/2025 | Chubb Corporation | CB | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/9/2025 | American International Group | AIG | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/9/2025 | Allstate | ALL | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/9/2025 | RenaissanceRe Holdings | RNR | Downgrade | Neutral (Overweight) |
267.03 (298.78) |
11.89% | Details | |
| 10/9/2025 | Marsh & McLennan | MMC | Upgrade | Overweight (Neutral) |
203.84 (182.70) |
-10.37% | Details | |
| 10/2/2025 | Prudential Financial | PRU | Maintain | Neutral (N/A) |
|
Details | ||
| 10/2/2025 | MetLife | MET | Maintain | Overweight (N/A) |
|
Details | ||
| 10/2/2025 | Principal Financial Group | PFG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/2/2025 | Lincoln National | LNC | Maintain | Underweight (N/A) |
|
Details | ||
| 10/2/2025 | Globe Life | GL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/2/2025 | Equitable Holdings Inc | EQH | Maintain | Neutral (N/A) |
|
Details | ||
| 8/14/2025 | MetLife | MET | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/14/2025 | Equitable Holdings Inc | EQH | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/11/2025 | Palomar Holdings | PLMR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2025 | Baldwin Insurance | BWIN | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/31/2025 | Allstate | ALL | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/30/2025 | Unum Group | UNM | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/29/2025 | Hartford Financial Services | HIG | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/14/2025 | Travelers | TRV | Maintain | Underweight (Underweight) |
|
Details | ||
| 7/14/2025 | RenaissanceRe Holdings | RNR | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/14/2025 | Progressive Corp. | PGR | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/14/2025 | Marsh & McLennan | MMC | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/14/2025 | Hartford Financial Services | HIG | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/14/2025 | Chubb Corporation | CB | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/14/2025 | Arch Capital | ACGL | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/14/2025 | Aon Corp | AON | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/14/2025 | American International Group | AIG | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/14/2025 | Allstate | ALL | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/8/2025 | Voya Financial | VOYA | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/8/2025 | Unum Group | UNM | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/8/2025 | Reinsurance Group of America | RGA | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/8/2025 | Prudential Financial | PRU | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/8/2025 | Principal Financial Group | PFG | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/8/2025 | MetLife | MET | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/8/2025 | Lincoln National | LNC | Maintain | Underweight (Underweight) |
|
Details | ||
| 7/8/2025 | Globe Life | GL | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/8/2025 | Equitable Holdings Inc | EQH | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/8/2025 | Brighthouse Financial, Inc. | BHF | Maintain | Underweight (Underweight) |
|
Details | ||
| 7/8/2025 | AFLAC | AFL | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/8/2025 | Travelers | TRV | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/8/2025 | Progressive Corp. | PGR | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/8/2025 | Hartford Financial Services | HIG | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/8/2025 | Chubb Corporation | CB | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/8/2025 | Arch Capital | ACGL | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/8/2025 | Aon Corp | AON | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/8/2025 | AFLAC | AFL | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/8/2025 | Allstate | ALL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2025 | RenaissanceRe Holdings | RNR | Upgrade | Overweight (Neutral) |
232.67 (298.78) |
28.41% | Details | |
| 4/8/2025 | Palomar Holdings | PLMR | Upgrade | Overweight (Neutral) |
133.28 (127.32) |
-4.47% | Details | |
| 4/8/2025 | Baldwin Insurance | BWIN | Downgrade | Neutral (Overweight) |
42.97 (21.03) |
-51.06% | Details | |
| 4/8/2025 | American International Group | AIG | Downgrade | Neutral (Overweight) |
78.95 (78.72) |
-0.29% | Details | |
| 4/2/2025 | Voya Financial | VOYA | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/2/2025 | Prudential Financial | PRU | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/2/2025 | MetLife | MET | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/2/2025 | Unum Group | UNM | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/2/2025 | Equitable Holdings Inc | EQH | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/2/2025 | AFLAC | AFL | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/2/2025 | Globe Life | GL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/2/2025 | Reinsurance Group of America | RGA | Upgrade | Overweight (Neutral) |
196.90 (207.17) |
5.22% | Details | |
| 2/5/2025 | Voya Financial | VOYA | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/5/2025 | Unum Group | UNM | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/29/2025 | Chubb Corporation | CB | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/22/2025 | Travelers | TRV | Maintain | Underweight (N/A) |
|
Details | ||
| 1/7/2025 | Voya Financial | VOYA | Maintain | Neutral (N/A) |
|
Details | ||
| 1/7/2025 | Brighthouse Financial, Inc. | BHF | Maintain | Underweight (N/A) |
|
Details | ||
| 1/7/2025 | Reinsurance Group of America | RGA | Maintain | Neutral (N/A) |
|
Details | ||
| 1/7/2025 | MetLife | MET | Maintain | Overweight (N/A) |
|
Details | ||
| 1/7/2025 | AXA Equitable Holdings Inc | EQH | Maintain | Neutral (N/A) |
|
Details | ||
| 1/7/2025 | AFLAC | AFL | Maintain | Neutral (N/A) |
|
Details | ||
| 1/7/2025 | Unum Group | UNM | Downgrade | Neutral (Overweight) |
73.10 (73.52) |
0.57% | Details | |
| 1/7/2025 | Principal Financial Group | PFG | Upgrade | Overweight (Neutral) |
77.91 (92.26) |
18.42% | Details | |
| 1/3/2025 | Arch Capital | ACGL | Maintain | Neutral (N/A) |
|
Details | ||
| 1/3/2025 | American International Group | AIG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/3/2025 | RenaissanceRe Holdings | RNR | Maintain | Neutral (N/A) |
|
Details | ||
| 1/3/2025 | Progressive Corp. | PGR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/3/2025 | Marsh & McLennan | MMC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/3/2025 | Chubb Corporation | CB | Maintain | Neutral (N/A) |
|
Details | ||
| 1/3/2025 | Aon Corp | AON | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2024 | RenaissanceRe Holdings | RNR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2024 | Chubb Corporation | CB | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2024 | Hartford Financial Services | HIG | Maintain | Neutral (N/A) |
|
Details | ||
| 10/10/2024 | American International Group | AIG | Upgrade | Overweight (Neutral) |
74.63 (78.72) |
5.48% | Details | |
| 10/3/2024 | Unum Group | UNM | Maintain | (N/A) |
|
Details | ||
| 10/3/2024 | Reinsurance Group of America | RGA | Maintain | Neutral (N/A) |
|
Details | ||
| 10/3/2024 | AFLAC | AFL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/3/2024 | Voya Financial | VOYA | Downgrade | Neutral (Overweight) |
78.51 (67.71) |
-13.76% | Details | |
| 9/27/2024 | Globe Life | GL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2024 | Reinsurance Group of America | RGA | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2024 | AFLAC | AFL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2024 | Voya Financial | VOYA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2024 | Unum Group | UNM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2024 | Arch Capital | ACGL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/26/2024 | Principal Financial Group | PFG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/26/2024 | Hartford Financial Services | HIG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/25/2024 | RenaissanceRe Holdings | RNR | Maintain | Neutral (N/A) |
|
Details | ||
| 7/16/2024 | Progressive Corp. | PGR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2024 | Travelers | TRV | Maintain | Underweight (N/A) |
|
Details | ||
| 7/11/2024 | RenaissanceRe Holdings | RNR | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2024 | Progressive Corp. | PGR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2024 | Marsh & McLennan | MMC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2024 | Hartford Financial Services | HIG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2024 | Chubb Corporation | CB | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2024 | Arch Capital | ACGL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2024 | Aon Corp | AON | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2024 | American International Group | AIG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2024 | Allstate | ALL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/2/2024 | Unum Group | UNM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/2/2024 | Reinsurance Group of America | RGA | Maintain | Neutral (N/A) |
|
Details | ||
| 7/2/2024 | Prudential Financial | PRU | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/2/2024 | MetLife | MET | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/2/2024 | Lincoln National | LNC | Maintain | Underweight (N/A) |
|
Details | ||
| 7/2/2024 | Voya Financial | VOYA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/2/2024 | AXA Equitable Holdings Inc | EQH | Maintain | Neutral (N/A) |
|
Details | ||
| 7/2/2024 | Brighthouse Financial, Inc. | BHF | Maintain | Underweight (N/A) |
|
Details | ||
| 7/2/2024 | AFLAC | AFL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/2/2024 | Principal Financial Group | PFG | Upgrade | Neutral (Underweight) |
78.45 (92.26) |
17.6% | Details | |
| 5/3/2024 | Reinsurance Group of America | RGA | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2024 | RenaissanceRe Holdings | RNR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/17/2024 | Travelers | TRV | Maintain | Underweight (N/A) |
|
Details | ||
| 4/2/2024 | Unum Group | UNM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/2/2024 | Reinsurance Group of America | RGA | Maintain | Neutral (N/A) |
|
Details | ||
| 4/2/2024 | Lincoln National | LNC | Maintain | Underweight (N/A) |
|
Details | ||
| 2/15/2024 | Arch Capital | ACGL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/12/2024 | Voya Financial | VOYA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2024 | Globe Life | GL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2024 | Allstate | ALL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2024 | Voya Financial | VOYA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | Marsh & McLennan | MMC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/8/2024 | Chubb Corporation | CB | Maintain | Neutral (N/A) |
|
Details | ||
| 1/8/2024 | Arch Capital | ACGL | Maintain | Neutral (N/A) |
|
Details | ||
| 1/8/2024 | Progressive Corp. | PGR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | Allstate | ALL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | American International Group | AIG | New Coverage | Neutral (N/A) |
68.63 (74.63) |
8.74% | Details | |
| 1/8/2024 | RenaissanceRe Holdings | RNR | New Coverage | Neutral (N/A) |
202.09 (298.78) |
47.85% | Details | |
| 1/8/2024 | Aon Corp | AON | Upgrade | Overweight (Neutral) |
290.74 (340.60) |
17.15% | Details | |
| 1/8/2024 | Hartford Financial Services | HIG | Downgrade | Neutral (Overweight) |
82.00 (139.25) |
69.82% | Details | |
| 1/3/2024 | Unum Group | UNM | Upgrade | Overweight (Neutral) |
45.22 (73.52) |
62.58% | Details | |
| 1/3/2024 | Prudential Financial | PRU | Downgrade | Neutral (Overweight) |
103.71 (97.12) |
-6.35% | Details | |
| 1/3/2024 | AXA Equitable Holdings Inc | EQH | Downgrade | Neutral (Overweight) |
33.30 (39.26) |
17.9% | Details | |
| 1/3/2024 | Lincoln National | LNC | Downgrade | Underweight (Neutral) |
26.97 (34.04) |
26.21% | Details | |
| 11/2/2023 | AFLAC | AFL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2023 | Arch Capital | ACGL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2023 | AXA Equitable Holdings Inc | EQH | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2023 | Globe Life | GL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2023 | MetLife | MET | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2023 | Principal Financial Group | PFG | Maintain | Underweight (N/A) |
|
Details | ||
| 10/24/2023 | Prudential Financial | PRU | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2023 | Reinsurance Group of America | RGA | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2023 | Voya Financial | VOYA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2023 | Chubb Corporation | CB | Downgrade | Neutral (Overweight) |
206.52 (328.00) |
58.82% | Details | |
| 10/6/2023 | Voya Financial | VOYA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/6/2023 | Prudential Financial | PRU | Maintain | Overweight (N/A) |
|
Details | ||
| 10/6/2023 | Principal Financial Group | PFG | Maintain | Underweight (N/A) |
|
Details | ||
| 10/6/2023 | MetLife | MET | Maintain | Overweight (N/A) |
|
Details | ||
| 10/6/2023 | AXA Equitable Holdings Inc | EQH | Maintain | Overweight (N/A) |
|
Details | ||
| 10/6/2023 | Reinsurance Group of America | RGA | Maintain | Neutral (N/A) |
|
Details | ||
| 10/6/2023 | Globe Life | GL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/2/2023 | Progressive Corp. | PGR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/2/2023 | Chubb Corporation | CB | Downgrade | Neutral (Overweight) |
212.27 (328.00) |
54.52% | Details | |
| 8/2/2023 | Allstate | ALL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2023 | Unum Group | UNM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2023 | AFLAC | AFL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/17/2023 | Progressive Corp. | PGR | Upgrade | Overweight (Neutral) |
114.78 (210.60) |
83.48% | Details | |
| 7/13/2023 | Progressive Corp. | PGR | Maintain | Neutral (N/A) |
|
Details | ||
| 7/6/2023 | Travelers | TRV | Maintain | Underweight (N/A) |
|
Details | ||
| 7/6/2023 | Progressive Corp. | PGR | Maintain | Neutral (N/A) |
|
Details | ||
| 7/6/2023 | Marsh & McLennan | MMC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/6/2023 | Hartford Financial Services | HIG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/6/2023 | Chubb Corporation | CB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/6/2023 | Arch Capital | ACGL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/6/2023 | Aon Corp | AON | Maintain | Neutral (N/A) |
|
Details | ||
| 7/6/2023 | Allstate | ALL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2023 | Lincoln National | LNC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/4/2023 | Allstate | ALL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2023 | RenaissanceRe Holdings | RNR | Maintain | Underweight (N/A) |
|
Details | ||
| 4/28/2023 | Hartford Financial Services | HIG | Maintain | Overweight (N/A) |
|
Details | ||
| 4/27/2023 | Arch Capital | ACGL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2023 | AFLAC | AFL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/4/2023 | Voya Financial | VOYA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/4/2023 | Principal Financial Group | PFG | Maintain | Underweight (N/A) |
|
Details | ||
| 4/4/2023 | Lincoln National | LNC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/4/2023 | Prudential Financial | PRU | Upgrade | Overweight (Neutral) |
82.74 (97.12) |
17.38% | Details | |
| 3/31/2023 | Travelers | TRV | Maintain | Underweight (N/A) |
|
Details | ||
| 3/31/2023 | RenaissanceRe Holdings | RNR | Maintain | Underweight (N/A) |
|
Details | ||
| 3/31/2023 | Progressive Corp. | PGR | Maintain | Neutral (N/A) |
|
Details | ||
| 3/31/2023 | Marsh & McLennan | MMC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/31/2023 | Hartford Financial Services | HIG | Maintain | Overweight (N/A) |
|
Details | ||
| 3/31/2023 | Arch Capital | ACGL | Maintain | Neutral (N/A) |
|
Details | ||
| 3/31/2023 | Chubb Corporation | CB | Maintain | Overweight (N/A) |
|
Details | ||
| 3/31/2023 | Aon Corp | AON | Maintain | Neutral (N/A) |
|
Details | ||
| 3/17/2023 | Chubb Corporation | CB | Upgrade | Overweight (Neutral) |
186.57 (328.00) |
75.81% | Details | |
| 2/13/2023 | Voya Financial | VOYA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2023 | Prudential Financial | PRU | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2023 | Voya Financial | VOYA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2023 | Reinsurance Group of America | RGA | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2023 | Principal Financial Group | PFG | Maintain | Underweight (N/A) |
|
Details | ||
| 1/6/2023 | MetLife | MET | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/6/2023 | Globe Life | GL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2023 | American Equity Investment Life Holding | AEL | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2023 | AFLAC | AFL | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2023 | Voya Financial | VOYA | Upgrade | Overweight (Neutral) |
63.39 (78.51) |
23.85% | Details | |
| 1/6/2023 | Lincoln National | LNC | Downgrade | Neutral (Overweight) |
31.47 (34.04) |
8.17% | Details | |
| 1/4/2023 | Travelers | TRV | Maintain | Underweight (N/A) |
|
Details | ||
| 1/4/2023 | Progressive Corp. | PGR | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2023 | Marsh & McLennan | MMC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2023 | Chubb Corporation | CB | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2023 | Aon Corp | AON | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2023 | American International Group | AIG | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2023 | Allstate | ALL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2022 | Trean Insurance Group | TIG | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2022 | Lincoln National | LNC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2022 | Allstate | ALL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2022 | MetLife | MET | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2022 | Unum Group | UNM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2022 | Reinsurance Group of America | RGA | Downgrade | Neutral (Overweight) |
145.49 (196.90) |
35.34% | Details | |
| 10/28/2022 | Hartford Financial Services | HIG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2022 | Chubb Corporation | CB | Maintain | Neutral (N/A) |
|
Details | ||
| 10/7/2022 | Prudential Financial | PRU | Maintain | Neutral (N/A) |
|
Details | ||
| 10/7/2022 | Lincoln National | LNC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2022 | Unum Group | UNM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/7/2022 | Principal Financial Group | PFG | Downgrade | Underweight (Neutral) |
78.32 (78.45) |
0.17% | Details | |
| 10/3/2022 | Trean Insurance Group | TIG | Maintain | Neutral (N/A) |
|
Details | ||
| 10/3/2022 | Progressive Corp. | PGR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/3/2022 | Allstate | ALL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2022 | Allstate | ALL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2022 | Voya Financial | VOYA | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2022 | Principal Financial Group | PFG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2022 | MetLife | MET | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2022 | Lincoln National | LNC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2022 | AXA Equitable Holdings Inc | EQH | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2022 | Brighthouse Financial, Inc. | BHF | Maintain | Underweight (N/A) |
|
Details | ||
| 7/11/2022 | Unum Group | UNM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2022 | Reinsurance Group of America | RGA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2022 | Prudential Financial | PRU | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2022 | Globe Life | GL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2022 | AFLAC | AFL | Maintain | Neutral (N/A) |
|
Details | ||
| 5/25/2022 | AXA Equitable Holdings Inc | EQH | Upgrade | Overweight (Neutral) |
28.79 (39.26) |
36.37% | Details | |
| 4/21/2022 | Marsh & McLennan | MMC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/1/2022 | Travelers | TRV | Maintain | Underweight (N/A) |
|
Details | ||
| 3/29/2022 | Trean Insurance Group | TIG | Downgrade | Neutral (Overweight) |
4.55 (6.16) |
35.38% | Details | |
| 1/6/2022 | Trean Insurance Group | TIG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2022 | Hartford Financial Services | HIG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2022 | Travelers | TRV | Maintain | Underweight (N/A) |
|
Details | ||
| 1/6/2022 | Marsh & McLennan | MMC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2022 | Chubb Corporation | CB | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2022 | Reinsurance Group of America | RGA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/4/2022 | Voya Financial | VOYA | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2022 | Prudential Financial | PRU | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2022 | Principal Financial Group | PFG | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2022 | AXA Equitable Holdings Inc | EQH | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2022 | Brighthouse Financial, Inc. | BHF | Maintain | Underweight (N/A) |
|
Details | ||
| 1/4/2022 | Athene Holding | ATH | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2022 | American Equity Investment Life Holding | AEL | Maintain | Neutral (N/A) |
|
Details | ||
| 11/11/2021 | Trean Insurance Group | TIG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2021 | AFLAC | AFL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/27/2021 | Chubb Corporation | CB | Maintain | Neutral (N/A) |
|
Details | ||
| 10/5/2021 | Voya Financial | VOYA | Maintain | Neutral (N/A) |
|
Details | ||
| 10/5/2021 | Unum Group | UNM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/5/2021 | Reinsurance Group of America | RGA | Maintain | Neutral (N/A) |
|
Details | ||
| 10/5/2021 | Prudential Financial | PRU | Maintain | Neutral (N/A) |
|
Details | ||
| 10/5/2021 | Principal Financial Group | PFG | Maintain | Neutral (N/A) |
|
Details | ||
| 10/5/2021 | MetLife | MET | Maintain | Overweight (N/A) |
|
Details | ||
| 10/5/2021 | Globe Life | GL | Maintain | Overweight (N/A) |
|
Details | ||
| 10/5/2021 | Lincoln National | LNC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/5/2021 | AXA Equitable Holdings Inc | EQH | Maintain | Neutral (N/A) |
|
Details | ||
| 10/5/2021 | Brighthouse Financial, Inc. | BHF | Maintain | Underweight (N/A) |
|
Details | ||
| 10/5/2021 | American International Group | AIG | Maintain | Neutral (N/A) |
|
Details | ||
| 10/5/2021 | American Equity Investment Life Holding | AEL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/5/2021 | AFLAC | AFL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/4/2021 | RenaissanceRe Holdings | RNR | Maintain | Underweight (N/A) |
|
Details | ||
| 10/4/2021 | Marsh & McLennan | MMC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/4/2021 | Hartford Financial Services | HIG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/4/2021 | Aon Corp | AON | Downgrade | Neutral (Overweight) |
285.77 (340.60) |
19.19% | Details | |
| 8/13/2021 | Trean Insurance Group | TIG | Upgrade | Overweight (Neutral) |
13.90 (6.16) |
-55.68% | Details | |
| 7/28/2021 | Chubb Corporation | CB | Maintain | Neutral (N/A) |
|
Details | ||
| 7/22/2021 | Globe Life | GL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2021 | Voya Financial | VOYA | Maintain | Neutral (N/A) |
|
Details | ||
| 7/12/2021 | Unum Group | UNM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/12/2021 | Prudential Financial | PRU | Maintain | Neutral (N/A) |
|
Details | ||
| 7/12/2021 | Reinsurance Group of America | RGA | Upgrade | Overweight (Neutral) |
108.74 (207.17) |
90.52% | Details | |
| 7/12/2021 | Principal Financial Group | PFG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/12/2021 | Lincoln National | LNC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2021 | Globe Life | GL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2021 | Brighthouse Financial, Inc. | BHF | Maintain | Underweight (N/A) |
|
Details | ||
| 7/12/2021 | Athene Holding | ATH | Maintain | Neutral (N/A) |
|
Details | ||
| 7/12/2021 | American Equity Investment Life Holding | AEL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/12/2021 | AFLAC | AFL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/1/2021 | Trean Insurance Group | TIG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/1/2021 | Travelers | TRV | Maintain | Underweight (N/A) |
|
Details | ||
| 7/1/2021 | RenaissanceRe Holdings | RNR | Maintain | Underweight (N/A) |
|
Details | ||
| 7/1/2021 | Progressive Corp. | PGR | Maintain | Neutral (N/A) |
|
Details | ||
| 7/1/2021 | Marsh & McLennan | MMC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/1/2021 | Hartford Financial Services | HIG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/1/2021 | Chubb Corporation | CB | Maintain | Neutral (N/A) |
|
Details | ||
| 7/1/2021 | Arch Capital | ACGL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/1/2021 | Aon Corp | AON | Maintain | Overweight (N/A) |
|
Details | ||
| 7/1/2021 | American International Group | AIG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/1/2021 | Allstate | ALL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2021 | AXA Equitable Holdings Inc | EQH | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2021 | Allstate | ALL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2021 | Prudential Financial | PRU | Downgrade | Neutral (Overweight) |
88.62 (97.12) |
9.59% | Details | |
| 3/3/2021 | Athene Holding | ATH | New Coverage | Overweight (N/A) |
46.74 (83.33) |
78.28% | Details | |
| 2/2/2021 | Allstate | ALL | New Coverage | Overweight (N/A) |
108.71 (212.32) |
95.31% | Details | |
| 1/4/2021 | Trean Insurance Group | TIG | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2021 | Travelers | TRV | Maintain | Underweight (N/A) |
|
Details | ||
| 1/4/2021 | RenaissanceRe Holdings | RNR | Maintain | Underweight (N/A) |
|
Details | ||
| 1/4/2021 | Hartford Financial Services | HIG | Upgrade | Overweight (Neutral) |
48.98 (139.25) |
184.3% | Details | |
| 1/4/2021 | Chubb Corporation | CB | Downgrade | Neutral (Overweight) |
153.92 (328.00) |
113.1% | Details | |
| 1/4/2021 | Arch Capital | ACGL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2020 | Reinsurance Group of America | RGA | Downgrade | Neutral (Overweight) |
126.79 (207.17) |
63.4% | Details | |
| 10/12/2020 | Trean Insurance Group | TIG | Maintain | Neutral (N/A) |
|
Details | ||
| 10/12/2020 | Progressive Corp. | PGR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/12/2020 | Hartford Financial Services | HIG | Maintain | Neutral (N/A) |
|
Details | ||
| 10/12/2020 | Aon Corp | AON | Maintain | Overweight (N/A) |
|
Details | ||
| 10/12/2020 | Marsh & McLennan | MMC | Downgrade | Neutral (Overweight) |
114.26 (182.70) |
59.9% | Details | |
| 10/12/2020 | Travelers | TRV | Downgrade | Underweight (Neutral) |
115.62 (306.31) |
164.93% | Details | |
| 10/12/2020 | Chubb Corporation | CB | Upgrade | Overweight (Neutral) |
121.28 (328.00) |
170.45% | Details | |
| 10/5/2020 | Athene Holding | ATH | Downgrade | Neutral (Overweight) |
50.40 (83.33) |
65.34% | Details | |
| 8/10/2020 | Trean Insurance Group | TIG | New Coverage | Neutral (N/A) |
16.39 (6.16) |
-62.42% | Details | |
| 4/7/2020 | Voya Financial | VOYA | Upgrade | Neutral (Underweight) |
36.97 (67.71) |
83.15% | Details | |
| 4/7/2020 | Unum Group | UNM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/7/2020 | Reinsurance Group of America | RGA | Upgrade | Overweight (Neutral) |
78.49 (207.17) |
163.94% | Details | |
| 4/7/2020 | Prudential Financial | PRU | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2020 | MetLife | MET | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2020 | Principal Financial Group | PFG | Maintain | Neutral (N/A) |
|
Details | ||
| 4/7/2020 | Lincoln National | LNC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2020 | Globe Life | GL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2020 | FGL Holdings | FG | Maintain | Neutral (N/A) |
|
Details | ||
| 4/7/2020 | AXA Equitable Holdings Inc | EQH | Maintain | Neutral (N/A) |
|
Details | ||
| 4/7/2020 | Brighthouse Financial, Inc. | BHF | Maintain | Underweight (N/A) |
|
Details | ||
| 4/7/2020 | Athene Holding | ATH | Maintain | Neutral (N/A) |
|
Details | ||
| 4/7/2020 | American International Group | AIG | Maintain | Neutral (N/A) |
|
Details | ||
| 4/7/2020 | American Equity Investment Life Holding | AEL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/7/2020 | AFLAC | AFL | Maintain | Neutral (N/A) |
|
Details | ||
| 3/16/2020 | Aon Corp | AON | Upgrade | Overweight (Neutral) |
173.49 (340.60) |
96.32% | Details | |
| 1/2/2020 | Unum Group | UNM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/2/2020 | Lincoln National | LNC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/2/2020 | Athene Holding | ATH | Maintain | Neutral (N/A) |
|
Details | ||
| 1/2/2020 | Voya Financial | VOYA | Maintain | Underweight (N/A) |
|
Details | ||
| 1/2/2020 | Reinsurance Group of America | RGA | Maintain | Neutral (N/A) |
|
Details | ||
| 1/2/2020 | MetLife | MET | Maintain | Overweight (N/A) |
|
Details | ||
| 1/2/2020 | Globe Life | GL | Maintain | Overweight (N/A) |
|
Details | ||
| 1/2/2020 | American Equity Investment Life Holding | AEL | Maintain | Neutral (N/A) |
|
Details | ||
| 11/12/2019 | Travelers | TRV | New Coverage | Neutral (N/A) |
133.54 (306.31) |
129.38% | Details | |
| 11/12/2019 | Progressive Corp. | PGR | New Coverage | Neutral (N/A) |
73.73 (210.60) |
185.64% | Details | |
| 11/12/2019 | Chubb Corporation | CB | New Coverage | Neutral (N/A) |
151.32 (328.00) |
116.76% | Details | |
| 11/12/2019 | Aon Corp | AON | New Coverage | Neutral (N/A) |
194.38 (173.49) |
-10.75% | Details | |
| 11/12/2019 | RenaissanceRe Holdings | RNR | New Coverage | Underweight (N/A) |
185.27 (298.78) |
61.27% | Details | |
| 11/12/2019 | Marsh & McLennan | MMC | New Coverage | Overweight (N/A) |
103.41 (182.70) |
76.68% | Details | |
| 11/12/2019 | Allstate | ALL | New Coverage | Overweight (N/A) |
109.38 (212.32) |
94.11% | Details | |
| 11/12/2019 | Arch Capital | ACGL | Downgrade | Neutral (Overweight) |
40.58 (97.21) |
139.55% | Details | |
| 1/2/2019 | AFLAC | AFL | Downgrade | Neutral (Overweight) |
45.56 (111.29) |
144.27% | Details | |
| 1/2/2019 | Torchmark | TMK | Upgrade | Overweight (Neutral) |
74.53 (88.10) |
18.21% | Details |

