Share of the companies with an open-market insider purchase (no 10b5-1 plan) in the last 90 days.
Dollars directors and officers spent on open-market purchases, all companies together, last 90 days.
Dollars directors and officers received from open-market sales, all companies together, last 90 days.
Dollars bought minus sold on the open market by directors and officers, all companies together, last 90 days.
Companies the tracked conviction funds (Berkshire, Pershing Square, …) net bought in their latest 13F.
Conviction funds buying — top 20%Share of the companies whose stake the largest active managers raised in their latest 13F.
Share of the companies whose stake the largest active mutual funds and ETFs raised in their latest N-PORT.
Share of the companies whose revenue growth is faster than a quarter earlier.
Share of the companies whose operating margin is up over 3 years.
Margins improving — top 20%Median expected earnings growth in Hand of the Market's own model (HoM est.) (revenue-growth based).
Share of the companies with a return on invested capital of at least 10%.
Median shares sold short as % of shares outstanding (FINRA).
Ticker | Company | Quality checks | Revenue growth YoY | Op. margin change 3y | ROIC | Insiders buying (90d) | Insider $ bought (90d) |
|---|---|---|---|---|---|---|---|
| KMPR | KEMPER Corp | 2/4 | -10.8% | — | — | 5 | $367.88K |
| CINF | CINCINNATI FINANCIAL CORP | 4/4 | 31.6% | — | — | 1 | $171.64K |
| BRK.B | BERKSHIRE HATHAWAY INC | 3/3 | 10.0% | +4.0 pp | — | 1 | $250.07K |
| PLMR | Palomar Holdings, Inc. | 3/4 | 54.6% | — | — | 1 | $134.6 |
| ACGL | ARCH CAPITAL GROUP LTD. | 4/4 | -10.4% | — | — | — | — |
| AFG | AMERICAN FINANCIAL GROUP INC | 4/4 | 5.5% | +0.2 pp | 18.3% | — | — |
| ALL | ALLSTATE CORP | 4/4 | 11.8% | — | — | — | — |
| CB | Chubb Ltd | 4/4 | 6.6% | — | — | — | — |
| EG | EVEREST GROUP, LTD. | 4/4 | -11.8% | — | — | — | — |
| HIG | HARTFORD INSURANCE GROUP, INC. | 4/4 | 8.1% | — | — | — | — |
| HMN | HORACE MANN EDUCATORS CORP /DE/ | 4/4 | 7.7% | — | — | — | — |
| KNSL | Kinsale Capital Group, Inc. | 4/4 | 16.8% | — | — | — | — |
| MCY | MERCURY GENERAL CORP | 4/4 | 13.8% | — | — | — | — |
| PGR | PROGRESSIVE CORP/OH/ | 4/4 | 7.3% | — | — | — | — |
| RLI | RLI CORP | 4/4 | -6.3% | — | — | — | — |
| RNR | RENAISSANCERE HOLDINGS LTD | 4/4 | -13.7% | — | — | — | — |
| SIGI | SELECTIVE INSURANCE GROUP INC | 4/4 | 4.5% | — | — | — | — |
| SPNT | SiriusPoint Ltd | 4/4 | -0.5% | — | — | — | — |
| THG | HANOVER INSURANCE GROUP, INC. | 4/4 | 4.3% | +16.2 pp | 19.1% | — | — |
| TRV | TRAVELERS COMPANIES, INC. | 4/4 | -0.5% | — | — | — | — |
| UFCS | UNITED FIRE GROUP INC | 4/4 | 14.4% | — | — | — | — |
| WRB | BERKLEY W R CORP | 4/4 | 1.2% | — | — | — | — |
| AIG | AMERICAN INTERNATIONAL GROUP, INC. | 3/4 | -0.1% | — | — | — | — |
| HCI | HCI Group, Inc. | 3/4 | 11.2% | — | — | — | — |
| L | LOEWS CORP | 3/4 | 3.9% | — | — | — | — |
| SAFT | SAFETY INSURANCE GROUP INC | 3/4 | 2.9% | — | — | — | — |
| EIG | Employers Holdings, Inc. | 2/4 | -10.6% | — | — | — | — |