Ratings by Morgan Stanley (Bob Jian Huang)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/24/2026 | Neptune Insurance Holdings | NP | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/6/2026 | Globe Life | GL | Maintain | Overweight (N/A) |
|
Details | ||
| 7/6/2026 | Arthur J. Gallagher | AJG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2026 | Voya Financial | VOYA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2026 | Neptune Insurance Holdings | NP | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/21/2026 | Lincoln National | LNC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2026 | Globe Life | GL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2026 | Arthur J. Gallagher | AJG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2026 | Arthur J. Gallagher | AJG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2026 | Prudential Financial | PRU | Downgrade | Underweight (Equalweight) |
98.11 (122.08) |
24.43% | Details | |
| 4/30/2026 | Neptune Insurance Holdings | NP | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/6/2026 | Voya Financial | VOYA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/6/2026 | Prudential Financial | PRU | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/6/2026 | Lincoln National | LNC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/17/2026 | Arthur J. Gallagher | AJG | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2026 | Prudential Financial | PRU | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/4/2026 | Neptune Insurance Holdings | NP | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/3/2026 | Voya Financial | VOYA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2026 | Lincoln National | LNC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2026 | Corebridge Financial | CRBG | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/26/2026 | Slide Insurance Holdings | SLDE | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2026 | Arthur J. Gallagher | AJG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2026 | Lincoln National | LNC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/22/2026 | Voya Financial | VOYA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/19/2025 | Arthur J. Gallagher | AJG | New Coverage | Overweight (N/A) |
250.90 (249.42) |
-0.59% | Details | |
| 12/15/2025 | Voya Financial | VOYA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/15/2025 | Lincoln National | LNC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/15/2025 | Globe Life | GL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/15/2025 | Corebridge Financial | CRBG | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/17/2025 | Slide Insurance Holdings | SLDE | Maintain | Overweight (N/A) |
|
Details | ||
| 11/17/2025 | Neptune Insurance Holdings | NP | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/17/2025 | Globe Life | GL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/17/2025 | Corebridge Financial | CRBG | Downgrade | Equalweight (Overweight) |
29.13 (31.19) |
7.07% | Details | |
| 10/27/2025 | Neptune Insurance Holdings | NP | New Coverage | Equalweight (N/A) |
25.09 (31.71) |
26.39% | Details | |
| 9/25/2025 | Slide Insurance Holdings | SLDE | Upgrade | Overweight (Equalweight) |
14.67 (19.97) |
36.13% | Details | |
| 9/19/2025 | Lincoln National | LNC | Upgrade | Overweight (Equalweight) |
39.36 (45.61) |
15.88% | Details | |
| 8/18/2025 | Voya Financial | VOYA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/18/2025 | Slide Insurance Holdings | SLDE | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/18/2025 | Globe Life | GL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2025 | Globe Life | GL | Upgrade | Overweight (Equalweight) |
137.24 (182.25) |
32.8% | Details | |
| 7/14/2025 | Voya Financial | VOYA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/14/2025 | Slide Insurance Holdings | SLDE | New Coverage | Equalweight (N/A) |
18.97 (14.67) |
-22.67% | Details | |
| 6/27/2025 | Corebridge Financial | CRBG | Maintain | Overweight (N/A) |
|
Details | ||
| 6/24/2025 | Voya Financial | VOYA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/19/2025 | Voya Financial | VOYA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/19/2025 | Corebridge Financial | CRBG | Maintain | Overweight (N/A) |
|
Details | ||
| 4/10/2025 | Voya Financial | VOYA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/10/2025 | Corebridge Financial | CRBG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2025 | Corebridge Financial | CRBG | Upgrade | Overweight (Equalweight) |
32.92 (29.13) |
-11.51% | Details | |
| 2/28/2025 | Voya Financial | VOYA | Upgrade | Overweight (Equalweight) |
69.76 (99.43) |
42.53% | Details | |
| 2/11/2025 | Voya Financial | VOYA | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/21/2025 | Voya Financial | VOYA | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/5/2024 | Voya Financial | VOYA | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/19/2024 | Voya Financial | VOYA | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2024 | Voya Financial | VOYA | Downgrade | Equalweight (Overweight) |
74.31 (99.43) |
33.8% | Details |
