The Balanced Investor Club

Insurance Specialty Industry Analysis

17 companies analyzed • Returns from -71.5% to +42.0% • Data through Mar 19, 2026

Company List (17 Results)

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Industry Performance

(17/17 companies)
2025-03-21 → 2026-03-19
Weighted Avg
-19.9%
Best
+42.0%
Worst
-71.5%
Returns Distribution
Top 5
1. JRVR+42.0%2. ACT+18.7%3. MTG+9.9%4. MBI+5.8%5. NMIH+5.4%
Bottom 5
1. RYAN-71.5%2. AMSF-46.6%3. TIPT-38.3%4. FNF-34.8%5. EIG-23.5%

JRVR

+42.0%

James River Group Holdings Ltd

ACT

+18.7%

Enact Holdings Inc

MTG

+9.9%

MGIC Investment Corp

MBI

+5.8%

MBIA Inc

NMIH

+5.4%

NMI Holdings Inc

AXS

+4.6%

AXIS Capital Holdings Ltd

AMBC

+4.5%

Ambac Financial Group Inc

ESNT

+4.0%

Essent Group Ltd

RDN

+2.6%

Radian Group Inc

AGO

-3.9%

Assured Guaranty Ltd

ITIC

-10.0%

Investors Title Company

FAF

-10.7%

First American Corporation

EIG

-23.5%

Employers Holdings Inc

FNF

-34.8%

Fidelity National Financial Inc

TIPT

-38.3%

Tiptree Inc

AMSF

-46.6%

AMERISAFE Inc

RYAN

-71.5%

Ryan Specialty Group Holdings Inc

Methodology

The Weighted Average return (-19.9%) 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, ACT, MTG, MBI, NMIH, AXS, AMBC, ESNT, RDN, AGO and 7 more...

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