Ategrity Specialty Insurance (ASIC)
Market Price (7/9/2026): $24.18 | Market Cap: $1.2 BilSector: Financials | Industry: Property & Casualty Insurance
Ategrity Specialty Insurance (ASIC)
Market Price (7/9/2026): $24.18Market Cap: $1.2 BilSector: FinancialsIndustry: Property & Casualty Insurance
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.8%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.6%, FCF Yield is 14% Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -24% Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 34% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 36%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 36% Low stock price volatilityVol 12M is 48% Megatrend and thematic driversMegatrends include Cybersecurity, Advanced Aviation & Space, and Renewable Energy Transition. Themes include Cyber Insurance, Show more. | Trading close to highsDist 52W High is -4.6%, Dist 3Y High is -4.6% | Key risksASIC key risks include [1] underwriting volatility from its historical property catastrophe business and [2] execution risk in its strategic pivot to a more stable business mix. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.8%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.6%, FCF Yield is 14% |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -24% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 34% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 36%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 36% |
| Low stock price volatilityVol 12M is 48% |
| Megatrend and thematic driversMegatrends include Cybersecurity, Advanced Aviation & Space, and Renewable Energy Transition. Themes include Cyber Insurance, Show more. |
| Trading close to highsDist 52W High is -4.6%, Dist 3Y High is -4.6% |
| Key risksASIC key risks include [1] underwriting volatility from its historical property catastrophe business and [2] execution risk in its strategic pivot to a more stable business mix. |
Qualitative Assessment
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Ategrity Specialty Insurance (ASIC) stock has gained about 25% since 3/31/2026 because of the following key factors:
1. Exceptional Fiscal Q1 2026 Financial Results Exceeded Expectations.
Ategrity Specialty Insurance reported robust financial performance for fiscal Q1 2026 (ended March 31, 2026), significantly surpassing prior-year figures and analyst expectations. Net income attributable to stockholders surged 201% year-over-year to $25.5 million, or $0.51 per diluted share, compared to $8.5 million ($0.20 per diluted share) in fiscal Q1 2025. This was driven by a 23.1% increase in gross written premiums, reaching $142.9 million. Furthermore, the combined ratio improved to 87.4% from 90.9% in the prior-year period, demonstrating enhanced underwriting profitability.
2. Strong Analyst Sentiment and Favorable Price Targets.
Analysts maintained a positive outlook on Ategrity Specialty Insurance during the period, with a consensus rating of "Moderate Buy" or "Buy". Out of six analysts, three issued a hold rating and three issued a buy rating. The average price target for ASIC stood at $27.00, representing a forecasted upside of 6.99% from a recent price of $25.24. Another analysis indicated an average price target of $26.60, suggesting a potential upside of 24.18% from a recent closing price of $21.42.
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Ategrity Specialty Insurance (ASIC) stock has gained about 25% since 3/31/2026 because of the following key factors:
1. Exceptional Fiscal Q1 2026 Financial Results Exceeded Expectations.
Ategrity Specialty Insurance reported robust financial performance for fiscal Q1 2026 (ended March 31, 2026), significantly surpassing prior-year figures and analyst expectations. Net income attributable to stockholders surged 201% year-over-year to $25.5 million, or $0.51 per diluted share, compared to $8.5 million ($0.20 per diluted share) in fiscal Q1 2025. This was driven by a 23.1% increase in gross written premiums, reaching $142.9 million. Furthermore, the combined ratio improved to 87.4% from 90.9% in the prior-year period, demonstrating enhanced underwriting profitability.
2. Strong Analyst Sentiment and Favorable Price Targets.
Analysts maintained a positive outlook on Ategrity Specialty Insurance during the period, with a consensus rating of "Moderate Buy" or "Buy". Out of six analysts, three issued a hold rating and three issued a buy rating. The average price target for ASIC stood at $27.00, representing a forecasted upside of 6.99% from a recent price of $25.24. Another analysis indicated an average price target of $26.60, suggesting a potential upside of 24.18% from a recent closing price of $21.42.
3. Favorable Broader Specialty Insurance Market Conditions.
The global specialty insurance market is experiencing significant growth, with projections indicating an increase from $126.15 billion in 2026 to $337.89 billion by 2034, at a Compound Annual Growth Rate (CAGR) of 13.10%. This growth is driven by increasing demand for niche coverages such as cyber and environmental liability, rising adoption of data-driven underwriting, and expansion into emerging markets. While certain segments of the excess and surplus (E&S) casualty market face ongoing challenges, overall market competition has increased, supported by higher carrier growth goals and positive combined ratio performance, leading to tempered premium and rate increases.
4. Share Repurchase Program Authorization.
In February 2026, prior to the specified period but impacting sentiment and valuation during it, Ategrity Specialty Insurance's Board authorized a $50 million share repurchase program. Such programs typically signal management's confidence in the company's intrinsic value and can contribute to a reduction in the number of outstanding shares, potentially enhancing earnings per share.
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Stock Movement Drivers
Fundamental Drivers
The 22.6% change in ASIC stock from 3/31/2026 to 7/8/2026 was primarily driven by a 11.0% change in the company's Net Income Margin (%).| (LTM values as of) | 3312026 | 7082026 | Change |
|---|---|---|---|
| Stock Price ($) | 19.77 | 24.24 | 22.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 424 | 470 | 10.8% |
| Net Income Margin (%) | 17.4% | 19.4% | 11.0% |
| P/E Multiple | 12.9 | 12.8 | -0.4% |
| Shares Outstanding (Mil) | 48 | 48 | 0.1% |
| Cumulative Contribution | 22.6% |
Market Drivers
3/31/2026 to 7/8/2026| Return | Correlation | |
|---|---|---|
| ASIC | 22.6% | |
| Market (SPY) | 14.6% | -10.4% |
| Sector (XLF) | 11.3% | 32.7% |
Fundamental Drivers
The 15.4% change in ASIC stock from 12/31/2025 to 7/8/2026 was primarily driven by a 0.0% change in the company's P/E Multiple.| (LTM values as of) | 12312025 | 7082026 | Change |
|---|---|---|---|
| Stock Price ($) | 21.01 | 24.24 | 15.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | 470 | 0.0% |
| Net Income Margin (%) | � | 19.4% | 0.0% |
| P/E Multiple | � | 12.8 | 0.0% |
| Shares Outstanding (Mil) | 47 | 48 | -2.3% |
| Cumulative Contribution | 0.0% |
Market Drivers
12/31/2025 to 7/8/2026| Return | Correlation | |
|---|---|---|
| ASIC | 15.4% | |
| Market (SPY) | 9.6% | 4.7% |
| Sector (XLF) | 0.9% | 24.7% |
Fundamental Drivers
The 12.6% change in ASIC stock from 6/30/2025 to 7/8/2026 was primarily driven by a 0.0% change in the company's P/E Multiple.| (LTM values as of) | 6302025 | 7082026 | Change |
|---|---|---|---|
| Stock Price ($) | 21.52 | 24.24 | 12.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | 470 | 0.0% |
| Net Income Margin (%) | � | 19.4% | 0.0% |
| P/E Multiple | � | 12.8 | 0.0% |
| Shares Outstanding (Mil) | 47 | 48 | -2.3% |
| Cumulative Contribution | 0.0% |
Market Drivers
6/30/2025 to 7/8/2026| Return | Correlation | |
|---|---|---|
| ASIC | 12.6% | |
| Market (SPY) | 21.7% | 2.9% |
| Sector (XLF) | 6.2% | 22.6% |
Fundamental Drivers
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Market Drivers
6/30/2023 to 7/8/2026| Return | Correlation | |
|---|---|---|
| ASIC | 2423900.0% | |
| Market (SPY) | 74.1% | 2.4% |
| Sector (XLF) | 70.4% | 21.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ASIC Return | 0% | 0% | 0% | 0% | 2100900% | 18% | 2477900% |
| Peers Return | 28% | 13% | 10% | 38% | -1% | -5% | 107% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 10% | 100% |
Monthly Win Rates [3] | |||||||
| ASIC Win Rate | 0% | 0% | 0% | 0% | 25% | 57% | |
| Peers Win Rate | 67% | 54% | 48% | 62% | 52% | 54% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 57% | |
Max Drawdowns [4] | |||||||
| ASIC Max Drawdown | 0% | 0% | 0% | 0% | -34% | -21% | |
| Peers Max Drawdown | -17% | -24% | -22% | -19% | -28% | -26% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: KNSL, WRB, RYAN, MKL, BOW.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 7/8/2026 (YTD)
How Low Can It Go
| Event | ASIC | S&P 500 |
|---|---|---|
| 2008-2009 Global Financial Crisis | ||
| % Loss | -99.9% | -53.4% |
| % Gain to Breakeven | 69900.0% | 114.4% |
| Time to Breakeven | 6148 days | 1085 days |
In The Past
Ategrity Specialty Insurance's stock fell -4.1% during the 2025 US Tariff Shock. Such a loss loss requires a 4.3% gain to breakeven.
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| Event | ASIC | S&P 500 |
|---|---|---|
| 2008-2009 Global Financial Crisis | ||
| % Loss | -99.9% | -53.4% |
| % Gain to Breakeven | 69900.0% | 114.4% |
| Time to Breakeven | 6148 days | 1085 days |
In The Past
Ategrity Specialty Insurance's stock fell -4.1% during the 2025 US Tariff Shock. Such a loss loss requires a 4.3% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Ategrity Specialty Insurance (ASIC)
Ategrity Specialty Insurance (ASIC) is a specialty insurance company focused on providing Excess and Surplus (E&S) insurance products to small to medium-sized businesses (SMBs) throughout the United States. The company differentiates itself through a proprietary, technology-driven approach called "productionized underwriting." This method combines sophisticated data analytics with automated and streamlined processes to efficiently serve its clients and distribution partners.
ASIC's productionized underwriting platform is designed to transform the E&S market by addressing common inefficiencies such as slow response times and inconsistent underwriting capacity from traditional carriers. By standardizing, simplifying, and automating key tasks like submission intake, risk classification, and pricing, ASIC offers rapid, high-quality interactions. This allows the company to deliver tailored insurance products and services efficiently to its growing network of over 500 distribution partners, particularly those who are digital-native and expect frictionless transactions.
This innovative approach has contributed to significant growth and strong financial performance. For the three months ended March 31, 2025, ASIC reported a 42.3% increase in gross written premiums year-over-year, alongside a favorable combined ratio of 90.9%. The company also achieved a 12.6% return on members' equity for the twelve months ended March 31, 2025. ASIC anticipates its scalable, technology-driven underwriting capabilities will continue to drive enhanced profitability and market expansion.
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Here are 1-3 brief analogies for Ategrity Specialty Insurance (ASIC):
- Lemonade for SMB commercial insurance
- Carvana for commercial insurance underwriting
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- Excess and Surplus (E&S) Insurance Products: Specialized insurance policies offered to small to medium-sized businesses that address unique, unusual, or higher-risk exposures not typically covered by standard admitted insurance carriers.
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- Distribution Partners: These are the direct customers of ASIC, consisting of agents and brokers who facilitate the sale of insurance products. The company emphasizes serving "digital-native and tech-savvy distribution partners" who seek rapid and frictionless insurance transactions. ASIC reported a network of 512 such partners as of March 31, 2025.
- Small to Medium-sized Businesses (SMBs): These are the "end-clients" or "insurance policyholders" for whom ASIC's E&S products are ultimately designed. ASIC focuses on providing these products to SMBs across the United States, targeting specific industry verticals where it possesses deep expertise.
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Justin Cohen, Chief Executive Officer
Mr. Cohen has served as Ategrity's Chief Executive Officer since January 2023, and as a director since December 2021. With over 25 years of experience in the insurance and financial services sectors, he previously served as the company's Deputy Chief Executive Officer. His career began at Donaldson, Lufkin & Jenrette as an investment banker focused on the insurance industry, specializing in mergers & acquisitions, public offerings, merchant banking, and insurance-linked securities. Mr. Cohen worked at Capital Z Partners and later joined Eton Park Capital Management, L.P., where he founded and operated Epoch Re, a reinsurer. He founded Roundfield Financial, an investment management firm dedicated to the insurance and financial services sectors, serving as CEO with backing from Steinhardt Management, indicating a pattern of managing companies backed by private equity firms. He also led the sale of Carrick Specialty Holdings LLC in December 2023.
Neelam Patel, Chief Financial Officer and Principal Accounting Officer
Ms. Patel has served as Ategrity's Chief Financial Officer since September 2024. She brings over 20 years of experience in financial leadership within the insurance industry. Prior to joining Ategrity, Ms. Patel was the Chief Financial Officer of Berkley One at W.R. Berkley for five years, where she contributed to significant growth and operational success. She also spent 18 years at Chubb Ltd., holding various finance leadership positions across multiple divisions. Her expertise encompasses budgeting, forecasting, and financial reporting.
Chris Schenk, President & Chief Underwriting Officer
Mr. Schenk was promoted to President in September 2024 and continues in his role as Chief Underwriting Officer, a position he has held since December 2021. He has over 20 years of experience spanning public policy and insurance. Before joining Ategrity, Mr. Schenk was the Head of Data and Analytics at Munich Re Specialty Insurance, where he led a team in developing strategic and go-to-market capabilities for the launch of a new E&S insurance division. He also held underwriting leadership roles at Hiscox for five years.
Hilary Young, Senior Vice President, Claims
Ken Terrell, Vice President Information Technology
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Key Risks for Ategrity Specialty Insurance (ASIC)
1. Dependence on Proprietary Technology and Data Analytics
Ategrity Specialty Insurance's core competitive advantage and business model are entirely predicated on its proprietary "productionized underwriting" platform, sophisticated data analytics, and quantitative risk models. The company explicitly states that its "competitive edge lies in our ability to offer consistent, high-speed, and low-touch interactions" stemming from its "technology-driven method." A significant risk exists if this technology platform experiences failures, security breaches, or if the underlying data analytics and risk models prove to be inaccurate or ineffective in consistently assessing and pricing risk, particularly across diverse industry and geographical micro-segments. Such issues could lead to substantial underwriting losses, erode distribution partner trust, and undermine the company's ability to maintain its efficiency and growth.2. Intense Competition and Market Disruption
Ategrity aims to disrupt the excess and surplus (E&S) market for small to medium-sized businesses (SMBs) by addressing what it identifies as an "under-served and inefficient marketplace" hindered by "antiquated processes of legacy insurance carriers." While this presents an opportunity, it also highlights the risk of intense competition. Other existing insurers could invest in and develop similar technology-driven underwriting platforms, or new entrants could emerge with superior or more advanced solutions. If competitors successfully replicate Ategrity's technological advantages, or if market dynamics shift unexpectedly, the company's ability to maintain its competitive edge, attract and retain distribution partners, and achieve premium growth could be significantly challenged.3. Underwriting and Catastrophe Risk
Despite its advanced "productionized underwriting" platform and "active approach to risk management," Ategrity Specialty Insurance remains an insurance company inherently exposed to underwriting risk. The potential for mispricing policies, inaccurate risk assessment, or unforeseen catastrophic events could lead to significant claims and financial losses. While the company mentions "robust reinsurance protection," reliance on reinsurance is not an elimination of risk but a transfer, and could be subject to availability, cost fluctuations, or counterparty risk. Large, unexpected claim events, especially those that exceed reinsurance limits or are poorly modeled by their analytics, could negatively impact profitability and members' equity.AI Analysis | Feedback
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Ategrity Specialty Insurance (ASIC) is expected to drive future revenue growth over the next 2-3 years through several key strategies:
- Expansion of the Distribution Partner Network: The company's strong value proposition has already contributed to a growing network of distribution partners, reaching 512 as of March 31, 2025. Continued growth in this network is anticipated to provide increased transaction opportunities and diversified sources of business, directly leading to higher gross written premiums.
- Scaling of Productionized Underwriting Capabilities: Ategrity believes its proprietary productionized underwriting capabilities will continue to drive enhanced profitability as the business scales. This technology-driven approach, which standardizes, simplifies, and automates key underwriting tasks, allows for efficient processing of large volumes of small-sized policies. By scaling this platform, ASIC can handle more transactions, expand its market share in the E&S segment for SMBs, and attract digital-native distribution partners seeking rapid, frictionless insurance transactions.
- Strategic Penetration of Targeted Industry Verticals and Geographical Micro-segments: The company employs sophisticated data analytics to intensely study industry and geographical micro-segments where its end-clients operate. By leveraging these insights to build quantitative risk models, ASIC can shape its risk appetite and client targeting. This focused approach enables the company to expand effectively within specific, profitable niches, ensuring sustained and strategic revenue growth.
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Capital Expenditures
- The primary focus of capital expenditures is on the development and enhancement of the company's proprietary underwriting platform, which integrates sophisticated data analytics with automated and streamlined processes to efficiently serve clients.
- Significant investment is directed towards technology-driven methods for standardizing, simplifying, and automating transaction processes, including submission intake, risk classification, pricing, and documentation.
- These expenditures underpin the company's "productionized underwriting" approach, which leverages advanced technology for a highly efficient and centralized operating platform.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Can Ategrity Specialty Insurance Stock Hold Up When Markets Turn? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
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Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 56.28 |
| Mkt Cap | 6.6 |
| Rev LTM | 2,537 |
| Op Inc LTM | - |
| FCF LTM | 784 |
| FCF 3Y Avg | 947 |
| CFO LTM | 841 |
| CFO 3Y Avg | 977 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 18.0% |
| Rev Chg 3Y Avg | 15.3% |
| Rev Chg Q | 12.7% |
| QoQ Delta Rev Chg LTM | 2.9% |
| Op Inc Chg LTM | - |
| Op Inc Chg 3Y Avg | - |
| Op Mgn LTM | - |
| Op Mgn 3Y Avg | - |
| QoQ Delta Op Mgn LTM | - |
| CFO/Rev LTM | 29.7% |
| CFO/Rev 3Y Avg | 25.3% |
| FCF/Rev LTM | 29.1% |
| FCF/Rev 3Y Avg | 24.5% |
Price Behavior
| Market Price | $24.24 | |
| Market Cap ($ Bil) | 1.2 | |
| First Trading Date | 06/11/2025 | |
| Distance from 52W High | -4.6% | |
| 50 Days | 200 Days | |
| DMA Price | $21.66 | $22.28 |
| DMA Trend | indeterminate | up |
| Distance from DMA | 11.9% | 8.8% |
| 3M | 1YR | |
| Volatility | 39.5% | 48.3% |
| Downside Capture | -146.96 | 10.40 |
| Upside Capture | -30.59 | 22.17 |
| Correlation (SPY) | -10.1% | 3.8% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.70 | -0.60 | -0.21 | 0.20 | 0.11 | -1289.99 |
| Up Beta | 0.97 | 1.34 | 1.01 | 0.98 | 0.89 | 0.13 |
| Down Beta | -0.35 | -0.86 | -1.13 | -0.30 | -0.64 | 5600.61 |
| Up Capture | -2% | -5% | 3% | 17% | 10% | 1% |
| Bmk +ve Days | 11 | 24 | 40 | 67 | 140 | 429 |
| Stock +ve Days | 12 | 23 | 34 | 58 | 122 | 126 |
| Down Capture | -256% | -237% | -164% | -7% | 11% | -2504212% |
| Bmk -ve Days | 10 | 17 | 23 | 58 | 112 | 321 |
| Stock -ve Days | 8 | 17 | 28 | 65 | 125 | 133 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ASIC | |
|---|---|---|---|---|
| ASIC | 11.8% | 48.2% | 0.38 | - |
| Sector ETF (XLF) | 5.6% | 14.8% | 0.16 | 23.4% |
| Equity (SPY) | 21.2% | 12.5% | 1.26 | 3.8% |
| Gold (GLD) | 21.9% | 27.8% | 0.70 | 0.0% |
| Commodities (DBC) | 25.0% | 18.7% | 1.06 | -15.7% |
| Real Estate (VNQ) | 12.7% | 13.9% | 0.62 | 20.8% |
| Bitcoin (BTCUSD) | -41.4% | 42.8% | -1.13 | -1.4% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ASIC | |
|---|---|---|---|---|
| ASIC | -1.3% | 48.1% | 0.02 | - |
| Sector ETF (XLF) | 10.3% | 18.6% | 0.43 | 21.8% |
| Equity (SPY) | 13.2% | 17.1% | 0.60 | 3.1% |
| Gold (GLD) | 17.8% | 18.3% | 0.79 | -1.3% |
| Commodities (DBC) | 7.8% | 19.5% | 0.30 | -16.0% |
| Real Estate (VNQ) | 2.8% | 18.9% | 0.05 | 20.1% |
| Bitcoin (BTCUSD) | 12.1% | 53.5% | 0.41 | -1.6% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ASIC | |
|---|---|---|---|---|
| ASIC | -0.6% | 48.1% | 0.02 | - |
| Sector ETF (XLF) | 14.2% | 22.1% | 0.59 | 21.8% |
| Equity (SPY) | 15.9% | 17.9% | 0.76 | 3.1% |
| Gold (GLD) | 11.5% | 16.1% | 0.58 | -1.3% |
| Commodities (DBC) | 6.4% | 18.0% | 0.28 | -16.0% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.22 | 20.1% |
| Bitcoin (BTCUSD) | 58.0% | 66.2% | 0.98 | -1.6% |
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Returns Analyses
Earnings Returns History
Updated 6/2/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 4/29/2026 | -7.4% | -4.3% | -4.9% |
| 2/19/2026 | 23.6% | 29.6% | 10.6% |
| 10/22/2025 | -0.4% | 2.1% | -5.4% |
| 8/14/2025 | -1.7% | 0.1% | -6.2% |
| SUMMARY STATS | |||
| # Positive | 1 | 3 | 1 |
| # Negative | 3 | 1 | 3 |
| Median Positive | 23.6% | 2.1% | 10.6% |
| Median Negative | -1.7% | -4.3% | -5.4% |
| Max Positive | 23.6% | 29.6% | 10.6% |
| Max Negative | -7.4% | -4.3% | -6.2% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 4/29/2026 | -7.4% | -4.3% | -4.9% |
| 2/19/2026 | 23.6% | 29.6% | 10.6% |
| 10/22/2025 | -0.4% | 2.1% | -5.4% |
| 8/14/2025 | -1.7% | 0.1% | -6.2% |
| SUMMARY STATS | |||
| # Positive | 1 | 3 | 1 |
| # Negative | 3 | 1 | 3 |
| Median Positive | 23.6% | 2.1% | 10.6% |
| Median Negative | -1.7% | -4.3% | -5.4% |
| Max Positive | 23.6% | 29.6% | 10.6% |
| Max Negative | -7.4% | -4.3% | -6.2% |
Insider Activity
Updated 6/16/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Schenk, Chris | See Remarks | Direct | Buy | 5052026 | 19.99 | 2,500 | 49,975 | 49,975 | Form |
| 2 | Cohen, Justin G | Chief Executive Officer | Direct | Buy | 10282025 | 19.41 | 5,200 | 100,938 | 100,938 | Form |
| 3 | Zimmer, Stuart J | See Footnote | Buy | 10012025 | 19.47 | 5,000 | 97,326 | 750,156,554 | Form | |
| 4 | Zimmer, Stuart J | See Footnote | Buy | 10012025 | 19.37 | 6,130 | 118,763 | 746,552,677 | Form | |
| 5 | Zimmer, Stuart J | See Footnote | Buy | 9292025 | 19.44 | 5,741 | 111,633 | 749,161,654 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Schenk, Chris | See Remarks | Direct | Buy | 5052026 | 19.99 | 2,500 | 49,975 | 49,975 | Form |
| 2 | Cohen, Justin G | Chief Executive Officer | Direct | Buy | 10282025 | 19.41 | 5,200 | 100,938 | 100,938 | Form |
| 3 | Zimmer, Stuart J | See Footnote | Buy | 10012025 | 19.47 | 5,000 | 97,326 | 750,156,554 | Form | |
| 4 | Zimmer, Stuart J | See Footnote | Buy | 10012025 | 19.37 | 6,130 | 118,763 | 746,552,677 | Form | |
| 5 | Zimmer, Stuart J | See Footnote | Buy | 9292025 | 19.44 | 5,741 | 111,633 | 749,161,654 | Form | |
| 6 | Zimmer, Stuart J | See Footnote | Buy | 9292025 | 19.45 | 4,179 | 81,269 | 749,127,064 | Form | |
| 7 | Zimmer, Stuart J | See Footnote | Buy | 8152025 | 19.49 | 5,051 | 98,426 | 750,567,237 | Form | |
| 8 | Patel, Neelam | Chief Financial Officer | Direct | Buy | 7232025 | 17.00 | 20,000 | 340,000 | 340,000 | Form |
| 9 | Mercer, William S | Direct | Buy | 6162025 | 17.00 | 7,300 | 124,100 | 124,100 | Form | |
| 10 | Sennott, John Langton JR | Direct | Buy | 6162025 | 17.00 | 29,400 | 499,800 | 499,800 | Form | |
| 11 | Merton, Robert C | Direct | Buy | 6162025 | 17.00 | 47,058 | 799,986 | 799,986 | Form | |
| 12 | Pressman, Mitchell Brad | Direct | Buy | 6162025 | 17.00 | 2,500 | 42,500 | 1,636,879 | Form |
Industry Resources
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| FinViz |
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