Presets and rules
Each preset is the exact CleverScan rule this page runs on the latest published daily session. S&P 500 stocks: Stocks on the S&P 500 reference list captured with the published dataset.
| Preset | What it selects | Rule |
|---|---|---|
| All insurance stocks | Every S&P 500 stock classified in the industries “Property-Casualty Insurance”, “Life Insurance”, “Insurance Brokers”, “Full Line Insurance”, “Reinsurance”, “FIRE, MARINE & CASUALTY INSURANCE”, ordered by market capitalization. Values come from the latest published daily session. Rows are ordered by market cap (highest first). | securityType = "Stock" and indexMembership contains "SP500" and (industry in ("Property-Casualty Insurance", "Life Insurance", "Insurance Brokers", "Full Line Insurance", "Reinsurance", "FIRE, MARINE & CASUALTY INSURANCE")) |
| Above the 200-day | S&P 500 stocks in the industries “Property-Casualty Insurance”, “Life Insurance”, “Insurance Brokers”, “Full Line Insurance”, “Reinsurance”, “FIRE, MARINE & CASUALTY INSURANCE” whose close is above the 200-session simple moving average. Rows are ordered by vs sma 200 (highest first). | securityType = "Stock" and indexMembership contains "SP500" and (industry in ("Property-Casualty Insurance", "Life Insurance", "Insurance Brokers", "Full Line Insurance", "Reinsurance", "FIRE, MARINE & CASUALTY INSURANCE") and close > sma200) |
| 1-month gains | S&P 500 stocks in the industries “Property-Casualty Insurance”, “Life Insurance”, “Insurance Brokers”, “Full Line Insurance”, “Reinsurance”, “FIRE, MARINE & CASUALTY INSURANCE” whose close is above the close 21 sessions earlier, ranked from the largest gain. Rows are ordered by 1m % (highest first). | securityType = "Stock" and indexMembership contains "SP500" and (industry in ("Property-Casualty Insurance", "Life Insurance", "Insurance Brokers", "Full Line Insurance", "Reinsurance", "FIRE, MARINE & CASUALTY INSURANCE") and perfM1Pct > 0) |
| Within 5% of 52-week high | S&P 500 stocks in the industries “Property-Casualty Insurance”, “Life Insurance”, “Insurance Brokers”, “Full Line Insurance”, “Reinsurance”, “FIRE, MARINE & CASUALTY INSURANCE” whose close is within 5% of the highest high of the last 252 sessions. Rows are ordered by vs 52-week high (highest first). | securityType = "Stock" and indexMembership contains "SP500" and (industry in ("Property-Casualty Insurance", "Life Insurance", "Insurance Brokers", "Full Line Insurance", "Reinsurance", "FIRE, MARINE & CASUALTY INSURANCE") and hi52wFromHighPct >= -5) |
Define the cohort before comparing stocks
The rule names property-casualty, life, reinsurance, brokerage and other insurance industry values. These are related businesses but do not share one underwriting model. A broker earning commissions differs from an insurer taking claims risk.
Ask a business-specific research question
Separate premium growth, underwriting results, reserve changes and investment returns. Catastrophe exposure matters differently for property insurance than for life products. Compare the relevant business line before interpreting a common industry trend.
The four presets answer different questions
The default ranks classified members by company market capitalization. Above the 200-day selects close above SMA 200. One-month gains requires positive price change from 21 trading sessions earlier. Near the 52-week high selects closes within 5% of the highest high over 252 sessions. Each rule prints its classification and conditions in full.
| Observation | Interpretation |
|---|---|
| Close 105, SMA 200 of 100 | Above the average; this is a state, not a crossover. |
| Close 105, close 21 sessions earlier of 100 | One-month price performance is +5%. |
| Close 95, 252-session high of 100 | Distance from the high is −5%, included at the boundary. |
| Large company, negative one-month performance | It can lead the capitalization ranking while failing the gains preset. |
Preserve sector and industry distinctions
Combined ratios belong to the underwriting activities that define them. A generic profit-margin or return ranking cannot substitute for a same-period insurance-specific measure.
Review the session and the full comparison
Membership is the classification captured with the published reference population. It is not a reconstruction of a historical index. All preset rows use the same recorded session, and sorting applies to the full matching population before the display limit. A displayed subset is not a sector index or a cohort-average return.
Use the retained Sector Heatmap · S&P 500 for broader market context. Company-by-company rankings and a weighted sector index answer different questions. Keep a record of the cohort and date when comparing the same screen over time.
Related cohorts
A screen lists stocks whose published values meet a rule. It is a starting point for research, not a recommendation. Read the data and methodology notes for how sessions and calculations are defined.