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Graded daily on value A+, growth C-, profitability B, momentum B+, revisions C. Sector-relative, identical for every user.
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Key events, in time order
Q3 EPS of $9.76 beat estimates, down from $11.17 a year ago
Company release shows Sept cat losses of $220M pre-tax, $173M after-tax
CEO says competitive advantage requires investing now; firm prepares for tech arrival
Q2 revenue, underwriting and investment income up; combined ratio improved to 86.6%, H1 84.3%
Multiple downgrades on 8/7; unusual put volume same day
Total revenues grew 11.8% to $18.6 billion in Q2 2026, with net premiums written up 2.6%.
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Facts and opinions separated · All items sourced · Not investment advice