Ratings by JPMorgan (Pablo Singzon)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/22/2026 | Baldwin Insurance | BWIN | Upgrade | Overweight (Neutral) |
17.33 (23.52) |
35.72% | Details | |
| 5/26/2026 | Voya Financial | VOYA | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/26/2026 | Travelers | TRV | Upgrade | Neutral (Underweight) |
307.23 (310.78) |
1.16% | Details | |
| 5/22/2026 | Hagerty Inc. | HGTY | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/20/2026 | Brown & Brown | BRO | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/20/2026 | Neptune Insurance Holdings | NP | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/14/2026 | Goosehead Insurance Inc. | GSHD | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/12/2026 | Corebridge Financial | CRBG | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/12/2026 | MetLife | MET | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/7/2026 | Lincoln National | LNC | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/7/2026 | Reinsurance Group of America | RGA | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/29/2026 | Equitable Holdings Inc | EQH | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/20/2026 | Arch Capital | ACGL | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/20/2026 | American International Group | AIG | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/20/2026 | Chubb Corporation | CB | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/9/2026 | TWFG Insurance | TWFG | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/9/2026 | Baldwin Insurance | BWIN | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/9/2026 | Ryan Specialty Group | RYAN | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/9/2026 | Marsh | MRSH | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/9/2026 | Goosehead Insurance Inc. | GSHD | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/9/2026 | Brown & Brown | BRO | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/9/2026 | Aon Corp | AON | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/2/2026 | TWFG Insurance | TWFG | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/2/2026 | Ethos Technologies | LIFE | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/24/2026 | Ategrity Specialty Insurance | ASIC | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/23/2026 | Kinsale Capital | KNSL | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/23/2026 | Goosehead Insurance Inc. | GSHD | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/23/2026 | Ethos Technologies | LIFE | New Coverage | Overweight (N/A) |
10.89 (15.52) |
42.52% | Details | |
| 1/7/2026 | Goosehead Insurance Inc. | GSHD | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/7/2026 | Hagerty Inc. | HGTY | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/7/2026 | Ategrity Specialty Insurance | ASIC | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/7/2026 | Fidelis Insurance Holdings | FIHL | Downgrade | Underweight (Neutral) |
19.50 (20.71) |
6.21% | Details | |
| 11/17/2025 | TWFG Insurance | TWFG | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/27/2025 | Kinsale Capital | KNSL | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/27/2025 | Neptune Insurance Holdings | NP | New Coverage | Neutral (N/A) |
25.09 (28.66) |
14.23% | Details | |
| 10/23/2025 | Ategrity Specialty Insurance | ASIC | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/9/2025 | TWFG Insurance | TWFG | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/9/2025 | Goosehead Insurance Inc. | GSHD | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/9/2025 | Bowhead Specialty Holdings | BOW | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/9/2025 | Ategrity Specialty Insurance | ASIC | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/9/2025 | Hagerty Inc. | HGTY | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/14/2025 | TWFG Insurance | TWFG | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/14/2025 | Kinsale Capital | KNSL | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/14/2025 | Hagerty Inc. | HGTY | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/14/2025 | Goosehead Insurance Inc. | GSHD | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/14/2025 | Bowhead Specialty Holdings | BOW | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/7/2025 | Ategrity Specialty Insurance | ASIC | New Coverage | Overweight (N/A) |
20.70 (21.44) |
3.57% | Details | |
| 5/19/2025 | TWFG Insurance | TWFG | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/28/2025 | Kinsale Capital | KNSL | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/24/2025 | Goosehead Insurance Inc. | GSHD | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/8/2025 | Hagerty Inc. | HGTY | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/8/2025 | Fidelis Insurance Holdings | FIHL | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/8/2025 | Goosehead Insurance Inc. | GSHD | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/8/2025 | Bowhead Specialty Holdings | BOW | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/28/2025 | Fidelis Insurance Holdings | FIHL | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/24/2025 | Kinsale Capital | KNSL | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/3/2025 | Kinsale Capital | KNSL | Maintain | Neutral (N/A) |
|
Details | ||
| 1/3/2025 | Fidelis Insurance Holdings | FIHL | Maintain | Neutral (N/A) |
|
Details | ||
| 1/3/2025 | Goosehead Insurance Inc. | GSHD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/3/2025 | TWFG Insurance | TWFG | Downgrade | Neutral (Overweight) |
30.80 (21.44) |
-30.39% | Details | |
| 11/8/2024 | Hagerty Inc. | HGTY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2024 | Palomar Holdings | PLMR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2024 | Bowhead Specialty Holdings | BOW | Maintain | Neutral (N/A) |
|
Details | ||
| 8/30/2024 | TWFG Insurance | TWFG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/12/2024 | Goosehead Insurance Inc. | GSHD | Maintain | Neutral (N/A) |
|
Details | ||
| 8/12/2024 | Palomar Holdings | PLMR | Maintain | Neutral (N/A) |
|
Details | ||
| 8/12/2024 | TWFG Insurance | TWFG | New Coverage | Overweight (N/A) |
24.38 (30.80) |
26.33% | Details | |
| 7/11/2024 | Palomar Holdings | PLMR | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2024 | Kinsale Capital | KNSL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2024 | Hagerty Inc. | HGTY | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2024 | Goosehead Insurance Inc. | GSHD | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2024 | Fidelis Insurance Holdings | FIHL | Maintain | Neutral (N/A) |
|
Details | ||
| 6/17/2024 | Bowhead Specialty Holdings | BOW | New Coverage | Neutral (N/A) |
25.37 (27.54) |
8.55% | Details | |
| 5/6/2024 | Palomar Holdings | PLMR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/25/2024 | Goosehead Insurance Inc. | GSHD | Maintain | Neutral (N/A) |
|
Details | ||
| 4/8/2024 | BRP Group Inc. | BRP | Upgrade | Overweight (Neutral) |
27.43 (32.66) |
19.07% | Details | |
| 4/8/2024 | Palomar Holdings | PLMR | Downgrade | Neutral (Overweight) |
80.56 (111.68) |
38.63% | Details | |
| 2/22/2024 | Goosehead Insurance Inc. | GSHD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/11/2024 | Hagerty Inc. | HGTY | New Coverage | Neutral (N/A) |
7.95 (10.86) |
36.6% | Details | |
| 1/8/2024 | Palomar Holdings | PLMR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | Fidelis Insurance Holdings | FIHL | Downgrade | Neutral (Overweight) |
12.29 (19.50) |
58.67% | Details | |
| 10/26/2023 | Goosehead Insurance Inc. | GSHD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/2/2023 | Kinsale Capital | KNSL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/2/2023 | Goosehead Insurance Inc. | GSHD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/2/2023 | BRP Group Inc. | BRP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2023 | Kinsale Capital | KNSL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/27/2023 | Fidelis Insurance Holdings | FIHL | New Coverage | Overweight (N/A) |
13.36 (20.71) |
55.01% | Details | |
| 7/6/2023 | BRP Group Inc. | BRP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/6/2023 | Kinsale Capital | KNSL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/6/2023 | Goosehead Insurance Inc. | GSHD | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2023 | Kinsale Capital | KNSL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2023 | Goosehead Insurance Inc. | GSHD | Maintain | Neutral (N/A) |
|
Details | ||
| 3/31/2023 | Palomar Holdings | PLMR | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2023 | BRP Group Inc. | BRP | Maintain | Neutral (N/A) |
|
Details | ||
| 2/23/2023 | Goosehead Insurance Inc. | GSHD | Maintain | Neutral (N/A) |
|
Details | ||
| 2/17/2023 | Kinsale Capital | KNSL | Maintain | Neutral (N/A) |
|
Details | ||
| 1/4/2023 | Kinsale Capital | KNSL | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2022 | BRP Group Inc. | BRP | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2022 | Palomar Holdings | PLMR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2022 | Kinsale Capital | KNSL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/3/2022 | Goosehead Insurance Inc. | GSHD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/3/2022 | BRP Group Inc. | BRP | Maintain | Neutral (N/A) |
|
Details | ||
| 10/3/2022 | Palomar Holdings | PLMR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/3/2022 | BRP Group Inc. | BRP | Downgrade | Neutral (Overweight) |
26.35 (32.66) |
23.95% | Details | |
| 1/6/2022 | Palomar Holdings | PLMR | Maintain | Overweight (N/A) |
|
Details | ||
| 9/20/2021 | BRP Group Inc. | BRP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/1/2021 | Palomar Holdings | PLMR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/1/2021 | Kinsale Capital | KNSL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/1/2021 | BRP Group Inc. | BRP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/1/2021 | Goosehead Insurance Inc. | GSHD | Downgrade | Neutral (Overweight) |
127.30 (38.98) |
-69.38% | Details | |
| 5/24/2021 | BRP Group Inc. | BRP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/24/2021 | Goosehead Insurance Inc. | GSHD | New Coverage | Overweight (N/A) |
82.25 (127.30) |
54.77% | Details | |
| 4/16/2021 | Palomar Holdings | PLMR | New Coverage | Overweight (N/A) |
76.10 (111.68) |
46.75% | Details | |
| 4/16/2021 | Kinsale Capital | KNSL | New Coverage | Neutral (N/A) |
168.82 (294.99) |
74.74% | Details | |
| 3/3/2021 | American Equity Investment Life Holding | AEL | New Coverage | Neutral (N/A) |
28.10 (56.47) |
100.96% | Details | |
| 12/9/2020 | Brookfield Residential | BRP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2020 | Brookfield Residential | BRP | Upgrade | Overweight (Neutral) |
16.47 (32.66) |
98.3% | Details | |
| 11/18/2019 | Brookfield Residential | BRP | New Coverage | Neutral (N/A) |
17.52 (32.66) |
86.42% | Details | |
| 4/23/2019 | Watford Holdings Ltd. | WTRE | New Coverage | Neutral (N/A) |
28.15 (25.60) |
-9.06% | Details |

