# Insurance - Specialty — Industry Hub

> Quantitative analysis from TrendMatrix. Data for informational use only — not investment advice.

Specialty insurers underwrite non-standard risk—excess liability, cyber, professional indemnity—across commercial and professional markets. Earnings face pressure from catastrophe cycles, claims inflation, and interest-rate volatility on investment returns. TrendMatrix ranks 10 US-listed Insurance - Specialty stocks by 10-dimension quantitative score, refreshed every 5 minutes during market hours with a full reanalysis nightly.

- **Parent sector:** Financial Services
- **Stocks tracked:** 10 (primer N: 10)
- **Sentiment:** 6 bullish · 1 neutral · 3 bearish · avg score 5.75
- **Last updated:** 2026-04-25T16:28:11+00:00

## Ranked Stocks

| # | Symbol | Name | Verdict | Score | Price | Upside |
|---|---|---|---|---|---|---|
| 1 | [FAF](https://trendmatrix.com/stocks/FAF) | First American Corporation (New | STRONG_BUY_WAIT | 6.8 | $69.67 | +10.3% |
| 2 | [NMIH](https://trendmatrix.com/stocks/NMIH) | NMI Holdings Inc | STRONG_BUY_WAIT | 6.0 | $39.19 | +7.2% |
| 3 | [RDN](https://trendmatrix.com/stocks/RDN) | Radian Group Inc. | STRONG_BUY_WAIT | 5.9 | $36.05 | +7.1% |
| 4 | [ACT](https://trendmatrix.com/stocks/ACT) | Enact Holdings, Inc. | STRONG_BUY_WAIT | 5.8 | $42.93 | +6.9% |
| 5 | [RYAN](https://trendmatrix.com/stocks/RYAN) | Ryan Specialty Holdings, Inc. | STRONG_BUY_WAIT | 5.7 | $34.37 | +32.0% |
| 6 | [MTG](https://trendmatrix.com/stocks/MTG) | MGIC Investment Corporation | STRONG_BUY_WAIT | 5.3 | $26.68 | +9.6% |
| 7 | [AXS](https://trendmatrix.com/stocks/AXS) | Axis Capital Holdings Limited | HOLD_IF_HOLDING | 6.2 | $99.41 | +6.6% |
| 8 | [FNF](https://trendmatrix.com/stocks/FNF) | Fidelity National Financial, In | SELL_IF_HOLDING | 5.7 | $52.21 | +7.6% |
| 9 | [ESNT](https://trendmatrix.com/stocks/ESNT) | Essent Group Ltd. | SELL_IF_HOLDING | 5.5 | $61.45 | +3.9% |
| 10 | [AGO](https://trendmatrix.com/stocks/AGO) | Assured Guaranty Ltd. | SELL_IF_HOLDING | 4.6 | $81.87 | +9.8% |

## Recent 8-K Events (last 30 days)

- **RDN** [Item 5.02] (2026-04-21): Eric R. Ray (SVP, Chief Digital Officer) provided notice of retirement effective July 1, 2026. No disagreement cited. No successor named.

## Cross-Company Themes

- **GSEs** — 1 companies (MTG)
- **Mortgage Insurance** — 1 companies (RDN)
- **one customer** — 1 companies (ESNT)
- **top ten customers** — 1 companies (ESNT)
- **California** — 1 companies (ACT)

## Related Industries

- [Financial Data & Stock Exchanges](https://trendmatrix.com/industries/financial-data-and-stock-exchanges) — 10 stocks
- [Insurance Brokers](https://trendmatrix.com/industries/insurance-brokers) — 11 stocks
- [Insurance - Diversified](https://trendmatrix.com/industries/insurance-diversified) — 12 stocks
- [Insurance - Life](https://trendmatrix.com/industries/insurance-life) — 15 stocks
- [Insurance - Reinsurance](https://trendmatrix.com/industries/insurance-reinsurance) — 4 stocks

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