Lemonade
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Changes in short interest were muted despite large stock moves, including big rises at HCI and Lemonade. -
The Inside P&C Research team looks at what subsectors the new class of InsurTechs is targeting.
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Following strong year-to-date performance, P&C stocks were down in June after a change of tone in a Fed meeting.
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The start-up recently announced its move into the $300bn auto insurance market, adding to its life, health, renters, homeowners and pet health offerings.
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Short interest data shows an incremental uptick in short interest for InsurTechs, with slight declines for the brokers.
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The SPACs merging with Hippo, Doma and Qomplx are all trading below the redemption price.
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The InsurTech was responding to an online controversy over whether its AI-based claims-handling process could be discriminatory.
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Management should examine the relationship between company strategy, broader market cycles and short interest.
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Continued capital depletion could result in additional pressure on management teams with regard to executing their original business plans.
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The accusation centers on how the InsurTech stores customer information.
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Winter storm losses pushed the carrier’s loss ratio for Q1 to 120%.
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In its earnings statement, the carrier described the Texas freeze as an “extreme stress test” for its operations and financial model.
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