The BalancedInvestor Club

Insurance Specialty Industry Analysis

17 companies analyzed • Returns from -78.6% to +23.2% • Data through May 1, 2026

Company List (17 Results)

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Industry Performance

(17/17 companies)
2025-05-05 → 2026-05-01
Weighted Avg
-18.4%
Best
+23.2%
Worst
-78.6%
Returns Distribution
Top 5
1. JRVR+23.2%2. MBI+19.0%3. ACT+15.3%4. AMBC+13.5%5. FAF+10.8%
Bottom 5
1. RYAN-78.6%2. AMSF-43.3%3. FNF-22.3%4. TIPT-20.6%5. EIG-13.8%

JRVR

+23.2%

James River Group Holdings Ltd

MBI

+19.0%

MBIA Inc

ACT

+15.3%

Enact Holdings Inc

AMBC

+13.5%

Ambac Financial Group Inc

FAF

+10.8%

First American Corporation

RDN

+4.4%

Radian Group Inc

ESNT

+2.6%

Essent Group Ltd

MTG

+0.8%

MGIC Investment Corp

AXS

+0.6%

AXIS Capital Holdings Ltd

NMIH

-0.7%

NMI Holdings Inc

ITIC

-1.0%

Investors Title Company

AGO

-10.4%

Assured Guaranty Ltd

EIG

-13.8%

Employers Holdings Inc

TIPT

-20.6%

Tiptree Inc

FNF

-22.3%

Fidelity National Financial Inc

AMSF

-43.3%

AMERISAFE Inc

RYAN

-78.6%

Ryan Specialty Group Holdings Inc

Methodology

The Weighted Average return (-18.4%) is calculated using market capitalization as weights. This gives larger companies more influence on the average, providing a more market-representative view.

17 companies with market cap data included: JRVR, MBI, ACT, AMBC, FAF, RDN, ESNT, MTG, AXS, NMIH and 7 more...

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