Dean Criscitiello

Financial Services

Limited coverage. Only 6 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

17%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '24Q1 '26

Focus Areas5 topics

Pricing3Revenue Growth2Demand2M&A1Competitive Dynamics1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History6 questions

AJGArthur J. Gallagher & Co.1 quarter

2026 Q1

Your full year estimate for the specialty and U.S. wholesale growth is 6%, which implies sort of a pickup of organic

ChallengingRevenue GrowthPricingView in transcript →

the multiples that you list for tuck-in acquisitions, the lower end of that range came down a bit

M&AView in transcript →

BROBrown & Brown2 quarters

2025 Q3

I know you mentioned there's some headwinds in Q2. I'm just wondering if that will continue in 2026?

Revenue GrowthView in transcript →

Last quarter, you mentioned seeing signs of business going from E&S back to the admitted market. Just curious what are you seeing this quarter?

Competitive DynamicsView in transcript →

2024 Q4

if the decelerating pricing in property implies less customer shopping or in other words, are you seeing less property accounts migrate

PricingDemandView in transcript →

can you to just talk about the impact that's having on casualty line submission growth into the wholesale line?

PricingDemandView in transcript →