ACIC American Coastal Insurance Corporation - Common Stock

NASDAQ · Insurance · Auf SEC EDGAR ansehen ↗
$9,52
Kurs · Aug 19, 2026
Fundamentaldaten per Aug 6, 2026
52W-Spanne
$9–$13
4% of range
Analystenbewertung
BUY
8 analysts
Kursziel
$13
+37% upside
P/E (TTM)
4.4
ROE
35.0%
Nettogewinnmarge
31.9%

Über American Coastal Insurance Corporation - Common Stock Unternehmensübersicht von Wikipedia

United Property & Casualty Insurance Company, Inc. is an American property and casualty insurance company with headquarters in Florida. It writes commercial, residential, homeowners’, and flood insurance policies in several coastal states.

Mehr lesen

United Property & Casualty Insurance Company, Inc. (UPC Insurance) is an American property and casualty insurance company with headquarters in Florida. It writes commercial, residential, homeowners’, and flood insurance policies in several coastal states.

As of 2019, UPC Insurance had about 159,170 active policies, accounting for just over 2.5 percent market share.

## History

UPC Insurance was founded in 1999 in St. Petersburg, Florida.

In 2012, John Forney was named CEO. Forney is a former U.S. Army infantry officer and graduate of Ranger School. Before joining UPC Insurance, he served in several capacities at Raymond James Financial.

In 2014, UPC Insurance purchased the AAA Auto South building, which had been owned by the Peninsula Motor Club Inc. since 1987, as its new headquarters. The company tried to acquire Family Security Holdings LLC but never completed the $9 million deal. Also in 2014, Judy Copechal, Chief Underwriting Officer at UPC Insurance, was named as one of the Top 10 Women in Insurance Leadership by Insurance Networking News.

In 2015, UPC Insurance acquired Interboro Insurance Company, a property and casualty insurance company authorized in New York, Alabama, South Carolina, Washington, D.C., and Louisiana, from Interboro, LLC for $57 million. The company also participated in the Texas Windstorm Insurance Association (TWIA) Depopulation Program.

In 2017, UPC Insurance merged with American Coastal Insurance Co. Journey Insurance Company offers homeowners and commercial residential property insurance through independent agents and brokers in Florida, South Carolina, and Texas. It received an “A−“ Financial Strength Rating and “a-“ Issuer Credit Rating from A.M. Best.

In 2018, UPC Insurance announced plans to build another new headquarters in downtown St. Petersburg, the first new office construction in the area since the Duke Energy Florida headquarters in 2007. The company also collaborated with R.J. Kiln & Co., a subsidiary of Tokio Marine Kiln, to form a property and casualty insurance subsidiary called Journey Insurance Company.

In 2019, UPC Insurance reported first-quarter catastrophe losses of $13 million after-tax due to several catastrophic events, including the Brevard County hailstorm, as well as possible loss creep from Hurricane Irma and Hurricane Michael.

UPC announced in August 2022 that they would leave the Florida Property Insurance market with a plan to cancel all remaining policies May 31, 2023 before the start of the hurricane season on June 1. Hurricane Ian struck Florida the following month near Fort Myers. UPC policies were concentrated in Southwest Florida and the company experienced 25,000 claims. The company initially projected losses of $660 million but by the end of 2022, losses were revised to $864 million.

When UPC notified Florida's Office of Insurance Regulation of their dire financial situation, the Insurance Commissioner sent a letter to CFO Jimmy Patronis to seek court approval to place UPC into receivership. In early February 2023 Slide Insurance assumed 72,000 of the 135,000 UPC policies. Less than a week later, UPC was declared insolvent.

== References ==

Quelle: Wikipedia (Englisch), CC BY-SA 4.0 · Auf Wikipedia ansehen ↗

Wikidata ↗

ACIC Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne

Kurs
$9.52
Marktkapitalisierung
$460M
P/E (TTM)
4.4
EPS (TTM)
$2.15
Umsatz (TTM)
$335M
Dividendenrendite
0.00%
ROE
35.0%
Verschuldungsgrad
—
52W-Spanne
$9 – $13

ACIC Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen

10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends

Umsatz & Nettoergebnis $335M
6-point trend, -60.4%
2020-12-31 → 2025-12-31
EPS $2.15
6-point trend, +195.6%
2020-12-31 → 2025-12-31
Freier Cashflow $71M
6-point trend, +432.4%
2020-12-31 → 2025-12-31
Margen 31.9%

Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?

Kennzahl
5-Jahres-Trend
ACIC
Peer-Median
P/E (TTM)
5-point trend, +282.7%
4.4
12.0
P/S (TTM) (K/V (TTM))
5-point trend, +123.1%
1.4
1.3
P/B (K/B)
5-point trend, +221.9%
1.4
1.9
Price / FCF (Kurs / FCF)
5-point trend, +1488.3%
6.5
—

Rentabilität Brutto-, Betriebs- und Nettomargen; ROE, ROA, ROIC

Kennzahl
5-Jahres-Trend
ACIC
Peer-Median
Operating Margin (Betriebsgewinnmarge)
5-point trend, +415.9%
41.8%
—
Net Profit Margin (Nettogewinnmarge)
5-point trend, +448.8%
31.9%
13.0%
ROA
5-point trend, +586.5%
9.3%
5.6%
ROE
5-point trend, +314.2%
35.0%
16.4%
ROIC
5-point trend, +272.0%
33.1%
—

Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke

Kennzahl
5-Jahres-Trend
ACIC
Peer-Median

Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR

Kennzahl
5-Jahres-Trend
ACIC
Peer-Median
Revenue YoY (Umsatz YoY)
5-point trend, +46.7%
13.1%
—
Revenue CAGR 3Y (Umsatz CAGR 3J)
5-point trend, +46.7%
14.8%
—
Revenue CAGR 5Y (Umsatz CAGR 5J)
5-point trend, +46.7%
-16.9%
—
EPS YoY (EPS VjV)
5-point trend, +259.3%
39.6%
—
Net Income YoY (Nettogewinn YoY)
5-point trend, +284.5%
41.1%
—

Kennzahlen pro Aktie EPS, Buchwert pro Aktie, Cashflow pro Aktie, Dividende pro Aktie

Kennzahl
5-Jahres-Trend
ACIC
Peer-Median
EPS (Diluted) (EPS (Verwässert))
5-point trend, +259.3%
$2.15
—

Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag

Kennzahl
5-Jahres-Trend
ACIC
Peer-Median
Payout Ratio (Ausschüttungsquote)
5-point trend, +100.0%
0.00%
—

Dividenden Rendite, Ausschüttungsquote, Dividendenhistorie, 5-Jahres-CAGR

Dividendenrendite
0.00%
Ausschüttungsquote
0.00%
5J Div CAGR
—
Ex-DatumBetrag
2. Januar 2026$0,7500
2. Januar 2025$0,5000
8. März 2022$0,0600
19. November 2021$0,0600
9. August 2021$0,0600
14. Mai 2021$0,0600
1. März 2021$0,0600
20. November 2020$0,0600
10. August 2020$0,0600
18. Mai 2020$0,0600
3. März 2020$0,0600
18. November 2019$0,0600
13. August 2019$0,0600
13. Mai 2019$0,0600
5. März 2019$0,0600
19. November 2018$0,0600
10. August 2018$0,0600
21. Mai 2018$0,0600
6. März 2018$0,0600
21. November 2017$0,0600

ACIC Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial

KAUF 8 Analysten
  • Starker Kauf 2 25,0%
  • Kauf 4 50,0%
  • Halten 2 25,0%
  • Verkauf 0 0,0%
  • Starker Verkauf 0 0,0%

12-Monats-Kursziel

1 Analysten · 2026-08-18
Median-Ziel $13.00 +36,6%
Mittelwert-Ziel $13.00 +36,6%

Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum

Durchschn. Überraschung
-0.27%
Zeitraum EPS Actual EPS est. Überraschung
30. Juni 2026 $0.33 $0.43 -0.10%
31. März 2026 $0.39 $0.45 -0.06%
31. Dezember 2025 $0.52 $0.43 0.09%
30. September 2025 $0.61 $0.40 0.21%
30. Juni 2025 $0.54 $2.29 -1.8%
31. März 2025 $0.42 $0.41 0.01%

Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen

Ticker Marktkapitalisierung P/E Umsatz Vj. Nettomarge ROE Bruttogewinnmarge
ACIC $616M 5.9 13.1% 31.9% 35.0% —
DGICA — — -1.2% 8.1% 12.7% —
TIPT $691M 24.0 -67.9% 7157.2% 7.2% —
ITIC $471M 13.4 5.6% 12.9% 13.2% —
AMSF $722M 15.6 2.7% 14.9% 18.2% —
AII $408M 3.7 35.3% 36.0% 31.2% —
GBLI — 16.2 2.0% 5.6% 3.6% —
NODK $273M -26.6 -12.3% -3.6% -4.3% 24.5%
KINS $242M 5.8 38.5% 19.0% 37.5% —
KWY — — — — — —
MBI — -2.0 90.5% -221.2% 8.2% —

Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow

Gewinn- und Verlustrechnung 14
Jährliche Gewinn- und Verlustrechnung-Daten für ACIC
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +19.7% $335M $297M $264M $222M $229M $847M $825M $724M $654M $487M $358M $280M
SG&A Expense 12-point trend, +102.2% $40M $45M $38M $44M $31M $72M $66M $66M $82M $43M $30M $20M
Operating Expenses 12-point trend, +1561.5% $195M $197M $171M $230M $239M $979M $858M $728M $28M $21M $15M $12M
Operating Income 12-point trend, +118.0% $140M $100M $94M $-9M $-11M $-132M $-33M $-4M $757.0K $7M $42M $64M
Interest Expense 12-point trend, +2537.8% $11M $12M $11M $9M $9M $10M $10M $10M $3M $723.0K $326.0K $410.0K
Other Non-op 12-point trend, +3090.9% $2M $2M $2M $10M $129.0K $74.0K $119.0K $116.0K $153.0K $100.0K $294.0K $77.0K
Pretax Income 12-point trend, +121.6% $143M $102M $96M $2M $-10M $-132M $-33M $-4M $910.0K $7M $42M $64M
Income Tax 12-point trend, +53.6% $36M $25M $11M $26M $-7M $-37M $-3M $-5M $-9M $1M $15M $23M
Net Income 12-point trend, +160.5% $107M $76M $310M $-470M $-58M $-96M $-30M $290.0K $10M $6M $27M $41M
EPS (Basic) 12-point trend, +6.8% $2.20 $1.59 $7.11 $-10.91 $-1.35 $-2.25 $-0.70 $0.01 $0.27 $0.27 $1.29 $2.06
EPS (Diluted) 12-point trend, +4.9% $2.15 $1.54 $6.98 $-10.91 $-1.35 $-2.25 $-0.70 $0.01 $0.27 $0.26 $1.28 $2.05
Shares (Basic) 12-point trend, +143.2% 48,476,824 47,831,412 43,596,432 43,052,070 42,948,850 42,864,166 42,763,423 42,650,629 37,152,768 21,417,486 21,218,233 19,933,652
Shares (Diluted) 12-point trend, +148.3% 49,782,993 49,362,985 44,388,804 43,052,070 42,948,850 42,864,166 42,763,423 42,838,886 37,375,340 21,614,443 21,452,540 20,045,907
EBITDA 11-point trend, +121.4% $144M $104M $91M $-449M $-76M $-126M $-26M $-133.0K $7M · $43M $65M
Bilanz 18
Jährliche Bilanz-Daten für ACIC
Kennzahl Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +223.8% $199M $137M $139M $71M $212M $239M $215M $113M $230M $151M $85M $61M
PP&E (Net) 12-point trend, -91.0% $723.0K $6M $4M $5M $32M $34M $33M $17M $17M $18M $17M $8M
PP&E (Gross) 12-point trend, -17.4% $9M $14M $9M $11M $58M $60M $52M $30M $30M $25M $22M $11M
Accum. Depreciation 12-point trend, +177.8% $8M $9M $5M $6M $26M $25M $19M $13M $13M $7M $5M $3M
Goodwill 12-point trend, +59476000.00 $59M $59M $59M $70M $73M $73M $73M $73M $73M $14M $3M $0
Intangibles 11-point trend, -33.2% $3M $6M $9M $13M $18M $22M $26M $31M $45M $12M $5M ·
Total Assets 12-point trend, +83.6% $1.07B $1.22B $1.06B $2.84B $2.70B $2.85B $2.47B $2.32B $2.06B $1000M $740M $584M
Deferred Tax · · · $177.0K · · · · · · · ·
Total Liabilities 12-point trend, +98.5% $755M $980M $894M $3.02B $2.37B $2.43B $1.94B $1.78B $1.52B $758M $501M $380M
Long-term Debt 12-point trend, +1008.7% $150M $150M $150M $150M $159M $160M $162M $163M $165M $54M $12M $14M
Common Stock 12-point trend, +150.0% $5.0K $5.0K $5.0K $4.0K $4.0K $4.0K $4.0K $4.0K $4.0K $2.0K $2.0K $2.0K
Paid-in Capital 12-point trend, +433.8% $440M $437M $424M $396M $394M $393M $392M $389M $387M $99M $97M $82M
Retained Earnings 12-point trend, -197.2% $-115M $-185M $-237M $-546M $-75M $-7M $100M $141M $141M $142M $141M $118M
Treasury Stock Flat — no change across 12 periods $431.0K $431.0K $431.0K $431.0K $431.0K $431.0K $431.0K $431.0K $431.0K $431.0K $431.0K $431.0K
AOCI 12-point trend, -280.6% $-7M $-16M $-17M $-31M $-7M $10M $11M $-9M $9M $822.0K $2M $4M
Stockholders' Equity 12-point trend, +55.9% $318M $236M $169M $-182M $332M $396M $503M $520M $537M $241M $239M $204M
Liabilities + Equity 12-point trend, +83.6% $1.07B $1.22B $1.06B $2.84B $2.70B $2.85B $2.47B $2.32B $2.06B $1000M $740M $584M
Shares Outstanding 12-point trend, +133.3% 48,764,802 48,204,962 46,777,006 43,280,173 43,370,442 43,075,877 43,028,074 42,984,578 42,753,054 21,646,614 21,524,348 20,904,414
Cashflow 16
Jährliche Cashflow-Daten für ACIC
Kennzahl Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +419.6% $4M $5M $1M $5M $6M $6M $6M $4M $6M $2M $2M $731.0K
Stock-based Comp 12-point trend, +562.4% $4M $3M $1M $1M $1M $1M $3M $2M $3M $2M $2M $649.0K
Amort. of Intangibles 12-point trend, +429.8% $2M $3M $3M $3M $4M $4M $5M $14M $31M $11M $3M $460.0K
Other Non-cash 11-point trend, -265.5% $-44M $160M $-449M $289M $-247M $78M $170M $3M $-4M · $67M $27M
Operating Cash Flow 12-point trend, +3.1% $71M $244M $-136M $-173M $-295M $-10M $149M $26M $36M $66M $98M $69M
CapEx 12-point trend, -97.6% $155.0K $22.0K $196.0K $3M $5M $11M $22M $4M $5M $3M $11M $6M
Investing Cash Flow 12-point trend, +100.7% $620.0K $-179M $-3M $237M $251M $37M $-34M $-126M $-7M $-50M $-67M $-91M
Debt Issued 6-point trend, +0.00 · · · · · · $0 $0 $150M $35M $0 $0
Net Debt Issued 8-point trend, -277.3% · · · $-4M $-2M $-1M $-2M $-2M $110M · $-3M $-1M
Stock Issued 7-point trend, -98.6% $774.0K $12M $27M $0 · · · · · $0 $0 $54M
Net Stock Activity 5-point trend, -98.6% $774.0K $12M $27M · · · · · · · $0 $54M
Dividends Paid 12-point trend, -100.0% $0 $24M $0 $3M $10M $10M $10M $10M $9M $5M $4M $3M
Financing Cash Flow 12-point trend, -102.2% $-1M $-14M $27M $-25M $-12M $-12M $-12M $8M $97M $50M $-8M $49M
Net Change in Cash 4-point trend, +373.9% · · · · · · · · $126M $66M $23M $27M
Free Cash Flow 11-point trend, +13.3% $71M $243M $-136M $-176M $-301M $-21M $127M $6M $9M · $87M $63M
Levered FCF 11-point trend, +0.7% $63M $234M $-146M $-186M $-307M $-28M $118M $7M $-27M · $87M $62M
Rentabilität 7
Jährliche Rentabilität-Daten für ACIC
Kennzahl Trend 202520242023202220212020201920182017201620152014
Operating Margin 11-point trend, +82.1% 41.8% 33.6% 31.3% -99.9% -13.2% -15.6% -4.0% -0.60% 0.12% · 11.6% 23.0%
Net Margin 11-point trend, +117.6% 31.9% 25.5% 108.2% -103.2% -9.1% -11.4% -3.6% 0.04% 1.6% · 7.6% 14.6%
Pretax Margin 11-point trend, +85.2% 42.5% 34.3% 32.1% -97.6% -13.2% -15.6% -4.0% -0.59% 0.14% · 11.7% 23.0%
EBITDA Margin 11-point trend, +85.0% 43.0% 35.2% 31.9% -98.5% -12.0% -14.8% -3.2% -0.02% 1.0% · 12.1% 23.2%
ROA 11-point trend, +16.7% 9.3% 6.7% 15.9% -23.7% -1.9% -3.6% -1.2% 0.01% 0.66% · 4.1% 8.0%
ROE 11-point trend, +33.0% 35.0% 30.6% 214.2% 924.9% -16.4% -21.5% -5.8% 0.05% 2.6% · 12.3% 26.4%
ROIC 11-point trend, +64.4% 33.1% 31.7% 47.5% 264.2% -19.2% -24.1% -5.9% 0.08% 1.6% · 11.4% 20.1%
Liquidität & Solvenz 1
Jährliche Liquidität & Solvenz-Daten für ACIC
Kennzahl Trend 202520242023202220212020201920182017201620152014
Interest Coverage 11-point trend, -91.7% 13.0 8.3 8.3 -47.3 -8.9 -13.8 -3.3 -0.4 0.2 · 127.5 156.9
Effizienz 1
Jährliche Effizienz-Daten für ACIC
Kennzahl Trend 202520242023202220212020201920182017201620152014
Asset Turnover 11-point trend, -46.4% 0.3 0.3 0.1 0.2 0.2 0.3 0.3 0.3 0.4 · 0.5 0.5
Pro Aktie 6
Jährliche Pro Aktie-Daten für ACIC
Kennzahl Trend 202520242023202220212020201920182017201620152014
Book Value / Share 11-point trend, -33.2% $6.51 $4.89 $3.61 $-4.21 $7.20 $9.19 $11.69 $12.10 $12.56 · $11.11 $9.75
Revenue / Share 11-point trend, -51.8% $6.74 $6.01 $6.46 $10.58 $14.77 $19.75 $19.29 $16.90 $17.51 · $16.67 $13.98
Cash Flow / Share 11-point trend, -58.5% $1.43 $4.93 $-3.06 $-4.02 $-6.88 $-0.24 $3.48 $0.24 $0.38 · $4.58 $3.44
Cash / Share 9-point trend, +38.8% $4.08 · · $5.31 $4.89 $5.56 $5.01 $2.62 $6.46 · $3.94 $2.94
Dividend / Share 6-point trend, +368.7% $1 $0 · · · · · · $0 $0 $0 $0
EPS (TTM) 12-point trend, +4.9% $2.15 $1.54 $6.98 $-10.91 $-1.35 $-2.25 $-0.70 $0.01 $0.27 $0.26 $1.28 $2.05
Wachstumsraten 5
Jährliche Wachstumsraten-Daten für ACIC
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +117.9% 13.1% 12.2% 19.3% -3.1% -73.0% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +146.1% 14.8% 9.1% -32.1% · · · · · · · · ·
Revenue CAGR 5Y -16.9% · · · · · · · · · · ·
EPS YoY 2-point trend, +150.8% 39.6% -77.9% · · · · · · · · · ·
Net Income YoY 2-point trend, +154.4% 41.1% -75.6% · · · · · · · · · ·
Bewertung (TTM) 13
Jährliche Bewertung (TTM)-Daten für ACIC
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +19.7% $335M $297M $264M $222M $229M $847M $825M $724M $654M $487M $358M $280M
Net Income TTM 12-point trend, +160.5% $107M $76M $310M $-470M $-58M $-96M $-30M $290.0K $10M $6M $27M $41M
Market Cap 11-point trend, +34.2% $616M $649M $443M $46M $188M $246M $543M $714M $737M · $368M $459M
P/E 12-point trend, -45.1% 5.9 8.7 1.4 -0.1 -3.2 -2.5 -18.0 1662.0 63.9 58.2 13.4 10.7
P/S 11-point trend, +12.1% 1.8 2.2 1.7 0.2 0.8 0.3 0.7 1.0 1.1 · 1.0 1.6
P/B 11-point trend, -13.9% 1.9 2.8 2.6 -0.3 0.6 0.6 1.1 1.4 1.4 · 1.5 2.3
P / Tangible Book 5-point trend, +195.3% 2.4 3.8 4.4 · 0.8 0.8 · · · · · ·
P / Cash Flow 11-point trend, +30.2% 8.7 2.7 -3.3 -0.3 -0.6 -23.5 3.6 70.6 51.5 · 3.7 6.7
P / FCF 11-point trend, +18.5% 8.7 2.7 -3.2 -0.3 -0.6 -11.6 4.3 118.1 81.3 · 4.2 7.3
Dividend Yield 11-point trend, -100.0% 0.00% 3.7% 0.00% 5.6% 5.5% 4.2% 1.9% 1.4% 1.2% · 1.2% 0.73%
Earnings Yield 12-point trend, +82.2% 17.0% 11.4% 73.8% -1029.2% -31.1% -39.3% -5.5% 0.06% 1.6% 1.7% 7.5% 9.3%
Payout Ratio 10-point trend, -100.0% 0.00% 31.8% · -0.55% -17.9% -10.7% -34.4% 3540.7% 88.6% · 15.7% 8.1%
Annual Payout 12-point trend, -100.0% $0 $24M $0 $3M $10M $10M $10M $10M $9M $5M $4M $3M

Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre

Gewinn- und Verlustrechnung
2025-12-312024-12-312023-12-312022-12-312022-03-31
Umsatz $335M$297M$264M$222M—
Betriebsgewinnmarge % 41.8%33.6%31.3%-99.9%—
Nettoergebnis $107M$76M$310M$-470M—
Verwässerte EPS $2.15$1.54$6.98$-10.91—
Cashflow
2025-12-312024-12-312023-12-312022-12-312022-03-31
Freier Cashflow $71M$243M$-136M$-176M—

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Institutionelle Eigentümer (13F) 148 Einreicher · $126.0M gesamt · Stand 30. Juni 2026

Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.

Institutionelle Aktivität — Q2 2026 vs. Vorquartal
Neue Positionen Geschlossene Positionen Erhöht Abgenommen Nettoveränderung der Aktien
23 (-16 vs. Vorquartal) 31 (+11 vs. Vorquartal) 42 (-6 vs. Vorquartal) 36 (-3 vs. Vorquartal) -1.2M

Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.

Institution Wert Aktien % der verfolgten 13F Typ
VANGUARD CAPITAL MANAGEMENT LLC $11.051.560 995.636 8,77% Aktien
AMERICAN CENTURY COMPANIES INC $9.416.874 848.367 7,48% Aktien
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $8.976.625 808.705 7,13% Aktien
DIMENSIONAL FUND ADVISORS LP $8.661.641 780.328 6,88% Aktien
TWO SIGMA INVESTMENTS, LP $6.566.249 591.554 5,21% Aktien
GEODE CAPITAL MANAGEMENT, LLC $6.472.984 583.028 5,14% Aktien
RENAISSANCE TECHNOLOGIES LLC $6.020.185 542.359 4,78% Aktien
STATE STREET CORP $5.658.414 509.767 4,49% Aktien
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $5.056.894 455.576 4,01% Aktien
BRIDGEWAY CAPITAL MANAGEMENT, LLC $3.374.866 304.042 2,68% Aktien
SEI INVESTMENTS CO $3.206.912 288.911 2,55% Aktien
VANGUARD PORTFOLIO MANAGEMENT LLC $2.657.129 239.381 2,11% Aktien
Empyrean Capital Partners, LP $2.562.735 230.877 2,03% Aktien
Militia Capital Partners, LP $2.281.711 180.658 1,81% Aktien
Crews Bank & Trust $2.098.733 189.075 1,67% Aktien
TUDOR INVESTMENT CORP ET AL $2.069.129 186.408 1,64% Aktien
VANGUARD FIDUCIARY TRUST CO $1.807.258 162.816 1,43% Aktien
WESTWOOD HOLDINGS GROUP INC $1.650.959 148.735 1,31% Aktien
Kennondale Capital Management LLC $1.629.280 146.782 1,29% Aktien
MERCER GLOBAL ADVISORS INC /ADV $1.492.428 134.453 1,18% Aktien
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $1.476.034 132.976 1,17% Aktien
Brandywine Global Investment Management, LLC $1.407.866 111.470 1,12% Aktien
FRANKLIN RESOURCES INC $1.261.737 113.670 1,00% Aktien
ANTIPODES PARTNERS Ltd $1.256.342 113.184 1,00% Aktien
GOLDMAN SACHS GROUP INC $1.185.180 106.773 0,94% Aktien
Lido Advisors, LLC $985.333 88.768 0,78% Aktien
RITHOLTZ WEALTH MANAGEMENT $956.332 86.156 0,76% Aktien
WEDGE CAPITAL MANAGEMENT L L P/NC $942.480 83.776 0,75% Aktien
Connor, Clark & Lunn Investment Management Ltd. $928.160 83.618 0,74% Aktien
MACKENZIE FINANCIAL CORP $919.513 82.839 0,73% Aktien
FIRST TRUST ADVISORS LP $899.199 81.009 0,71% Aktien
JACOBS LEVY EQUITY MANAGEMENT, INC $861.626 77.624 0,68% Aktien
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $827.039 74.508 0,66% Aktien
Pacific Ridge Capital Partners, LLC $826.761 74.483 0,66% Aktien
RAYMOND JAMES FINANCIAL INC $818.514 73.740 0,65% Aktien
BANK OF AMERICA CORP /DE/ $814.152 73.347 0,65% Aktien
Cubist Systematic Strategies, LLC $777.310 68.245 0,62% Aktien
Quantinno Capital Management LP $702.963 63.330 0,56% Aktien
Beacon Pointe Advisors, LLC $701.685 62.372 0,56% Aktien
TWO SIGMA ADVISERS, LP $678.231 53.700 0,54% Aktien
JANE STREET GROUP, LLC $672.749 60.608 0,53% Aktien
Tactive Advisors, LLC $610.667 55.015 0,48% Aktien
Bank of New York Mellon Corp $606.859 54.672 0,48% Aktien
IHT Wealth Management, LLC $602.819 54.308 0,48% Aktien
Cornerstone Wealth Group, LLC $505.596 2.885 0,40% Aktien
Empowered Funds, LLC $504.950 45.491 0,40% Aktien
STATE OF WISCONSIN INVESTMENT BOARD $488.333 43.994 0,39% Aktien
MANGROVE PARTNERS IM, LLC $478.443 43.103 0,38% Aktien
STRS OHIO $478.410 43.100 0,38% Aktien
MILLENNIUM MANAGEMENT LLC $455.788 41.062 0,36% Aktien
CANADA PENSION PLAN INVESTMENT BOARD $405.150 36.500 0,32% Aktien
Geller Advisors LLC $403.800 30.000 0,32% Aktien
ALLIANCEBERNSTEIN L.P. $400.950 35.640 0,32% Aktien
RHUMBLINE ADVISERS $344.282 31.017 0,27% Aktien
Militia Capital Management LLC $340.304 30.658 0,27% Aktien
REGIONS FINANCIAL CORP $326.828 29.444 0,26% Aktien
FIFTH THIRD BANCORP $321.179 28.935 0,25% Aktien
EntryPoint Capital, LLC $315.728 28.444 0,25% Aktien
MARTINGALE ASSET MANAGEMENT L P $297.836 26.832 0,24% Aktien
Cox Capital Mgt LLC $281.074 25.322 0,22% Aktien
DEUTSCHE BANK AG\ $272.938 24.589 0,22% Aktien
AlphaQuest LLC $263.500 20.863 0,21% Aktien
Welch Group, LLC $258.497 23.288 0,21% Aktien
WELLS FARGO & COMPANY/MN $234.232 21.102 0,19% Aktien
Sowell Financial Services LLC $216.017 19.461 0,17% Aktien
Graham Capital Management, L.P. $201.809 18.181 0,16% Aktien
Balyasny Asset Management L.P. $192.607 17.352 0,15% Aktien
MetLife Investment Management, LLC $185.315 16.695 0,15% Aktien
Palumbo Wealth Management LLC $184.787 16.647 0,15% Aktien
Squarepoint Ops LLC $173.005 15.586 0,14% Aktien
VANGUARD GROUP INC $159.795 12.652 0,13% Aktien
OSAIC HOLDINGS, INC. $152.402 13.730 0,12% Aktien
AXA Investment Managers S.A. $147.352 12.937 0,12% Aktien
Atom Investors LP $144.422 13.011 0,11% Aktien
Metis Global Partners, LLC $136.119 12.263 0,11% Aktien
BlackRock, Inc. $130.414 11.749 0,10% Aktien
Vident Advisory, LLC $130.358 11.744 0,10% Aktien
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $128.816 11.605 0,10% Aktien
D. E. Shaw & Co., Inc. $126.784 11.422 0,10% Aktien
Marble Wealth, LLC $123.049 11.085 0,10% Aktien
Quadrature Capital Ltd $122.944 11.076 0,10% Aktien
Kingsview Wealth Management, LLC $120.881 10.745 0,10% Aktien
Daytona Street Capital LLC $111.450 10.000 0,09% Aktien
Invesco Ltd. $111.122 10.011 0,09% Aktien
Rockefeller Capital Management L.P. $111.000 10.000 0,09% Aktien
Vanguard Global Advisers, LLC $104.951 9.455 0,08% Aktien
FMR LLC $93.895 8.459 0,07% Aktien
Farther Finance Advisors, LLC $87.721 7.903 0,07% Aktien
NEW YORK STATE COMMON RETIREMENT FUND $80.675 7.268 0,06% Aktien
Police & Firemen's Retirement System of New Jersey $72.594 6.540 0,06% Aktien
Nuveen Asset Management, LLC $50.085 3.721 0,04% Aktien
BNP PARIBAS FINANCIAL MARKETS $45.832 4.129 0,04% Aktien
MORGAN STANLEY $44.400 4.000 0,04% Aktien
NORTHERN TRUST CORP $43.412 3.911 0,03% Aktien
Nuveen, LLC $41.303 3.721 0,03% Aktien
Tower Research Capital LLC (TRC) $34.177 3.079 0,03% Aktien
Ameritas Investment Partners, Inc. $28.061 2.528 0,02% Aktien
Ancora Advisors LLC $26.862 2.420 0,02% Aktien
BARCLAYS PLC $25.542 2.301 0,02% Aktien
Legal & General Group Plc $25.197 2.270 0,02% Aktien

Unternehmensinsider 42 Insider · 21 Führungskräfte · 15 Direktoren

Insider Rolle Letzte Aktivität Gehaltene Aktien Käufe 12m Verkäufe 12m Netto 12m
Brad Martz President & CEO 27. Mai 2025 M 365.943 0 0 $0
John Forney President & CEO 26. Mai 2020 A 124.491 0 0 $0
Svetlana Castle Chief Financial Officer 7. Mai 2025 A 5.201 0 0 $0
Nicholas W Griffin Chief Financial Officer 25. März 2009 A 58.310 0 0 $0
Christopher Griffith Chief Operating Officer 5. Juni 2025 M 121.431 0 0 $0
Paul F Difrancesco Chief Operating Officer 18. August 2020 A 20.533 0 0 $0
Troy J Crawford Chief Underwriting Officer 15. Juli 2026 F 12.107 0 0 $0
Brooke Adler General Counsel 27. Mai 2025 M 103.265 0 0 $0
James Andy Gray Chief Compliance/Risk Officer 14. Mai 2025 M 195.594 0 0 $0
Brooke Shirazi Chief Underwriting Officer 27. Mai 2022 A 112.000 0 0 $0
Alycia Weigley Chief Talent Officer 27. Mai 2022 A 9.002 0 0 $0
Scott St John Chief Claims Officer 27. Mai 2022 A 25.140 0 0 $0
Christian Dittman Chief Risk Officer 24. Mai 2021 A 20.238 0 0 $0
Brad Kalter Chief Legal Officer 30. November 2020 A 661 0 0 $0
Deepak Menon Chief Revenue Officer 18. September 2020 M 102.787 0 0 $0
Kimberly Salmon General Counsel 7. September 2017 P 29.622 0 0 $0
Andrew Swenson Chief Information Officer 12. Mai 2017 P 31.017 0 0 $0
John Langowski Vice President, Claims 18. März 2016 F 14.659 0 0 $0
Judy Copechal Chief Underwriting Officer 6. Mai 2015 P 3.327 0 0 $0
Jay Williams Vice President of Sales 24. Februar 2015 A 17.615 0 0 $0
Melvin A Russell Jr Chief Underwriting Officer 11. Dezember 2012 P 49.018 0 0 $0
Patrick Maroney Direktor 26. Mai 2026 A 103.500 0 0 $0
Daniel Peed Direktor 26. Mai 2026 A 1.986.936 0 0 $0
Iii William H. Hood Direktor 26. Mai 2026 A 65.429 0 0 $0
Kern Michael Davis Direktor 26. Mai 2026 A 304.564 0 0 $0
Deirdre A Brown Direktor 26. Mai 2026 A 6.500 0 0 $0
Gregory C Branch Direktor 26. Mai 2026 A 1.729.197 0 0 $0
Kent G Whittemore Direktor 26. Mai 2026 A 374.267 0 0 $0
Michael Hogan Direktor 26. Mai 2026 A 366.754 0 0 $0
Alec Poitevint II Direktor 26. Mai 2026 A 195.000 0 0 $0
Sherrill W Hudson Direktor 19. Mai 2025 A 203.403 0 0 $0
Gordon G Pratt Direktor 6. Oktober 2008 P 932.231 0 0 $0
David E Sturgess Direktor 30. September 2008 D 17.839 0 0 $0
Thomas D Sargent Direktor 30. September 2008 D 17.839 0 0 $0
James Zuhlke Direktor 30. September 2008 D 17.839 0 0 $0
Stilwell Value LLC 10%-Eigentümer 22. Oktober 2012 S 49.318 0 0 $0
Stilwell Joseph 10%-Eigentümer 22. Oktober 2012 S 49.318 0 0 $0
Neil W Savage 10%-Eigentümer 28. September 2011 P 17.573 0 0 $0
SYNOVUS FINANCIAL CORP 10%-Eigentümer 28. September 2011 S 220.047 0 0 $0
FMG INVESTORS LLC 10%-Eigentümer 30. September 2008 D 932.231 0 0 $0
Donald J Cronin — 25. März 2009 A 91.351 0 0 $0
Larry G Swets JR — 22. Oktober 2008 P 932.231 0 0 $0

Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten

Aktivisten & 5%+-Eigentümer 11 Beteiligungen

Investoren mit SEC Schedule 13D — wirtschaftliches Eigentum über 5% mit der Absicht, Einfluss auf den Emittenten zu nehmen (aktivistische Beteiligungen, Board-Kampagnen, M&A). Jede Zeile zeigt den zuletzt bekannten Stand der Position dieses Melders.

Anmelder Eingereicht Beteiligung Status Zweck Einreichung
Peed Daniel, Peed FLP1, Ltd, L.L.P. ×2 Einreichungen 11. August 2025 34,50% Änderung — SEC
R. Daniel Peed, Peed FLP1 Ltd, L.L.P. ×3 Einreichungen 20. März 2019 — Erste Einreichung — SEC
Stilwell Value Partners I, L.P., Stilwell Value Partners VI, L.P., Stilwell Associates, L.P., Stilwell Associates Insurance Fund of the S.A.L.I. Multi-Series Fund L.P., Stilwell Value LLC, Stilwell Advisers LLC, Joseph Stilwell ×2 Einreichungen 17. Dezember 2012 — Erste Einreichung Vorstandskampagne SEC
Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter 20. September 2012 — Erste Einreichung — SEC
Stilwell Value Partners VI, L.P., Stilwell Associates, L.P., Stilwell Associates Insurance Fund of the S.A.L.I. Multi-Series Fund L.P., Stilwell Value LLC, Stilwell Advisers LLC, Joseph Stilwell ×2 Einreichungen 29. Mai 2012 — Erste Einreichung Vorstandskampagne SEC
Neil W. Savage, Kern M. Davis, William W. Hood, III ×4 Einreichungen 15. März 2012 — Erste Einreichung — SEC
Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter 28. Oktober 2011 — Erste Einreichung — SEC
Synovus Financial Corp. ×5 Einreichungen 30. September 2011 — Erste Einreichung — SEC
Homeowners Choice, Inc. ×2 Einreichungen 9. Dezember 2010 — Erste Einreichung — SEC
Bulldog Investors, Phillip Goldstein and Andrew Dakos ×3 Einreichungen 12. November 2008 — Erste Einreichung — SEC
Gregory C. Branch 15. Oktober 2008 — Erste Einreichung — SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF-Besitz Gehalten von 33 ETFs

Gewichtung spiegelt nur direkte Aktienbestände (N-PORT) wider; gehebelte oder derivatbasierte Fonds können zusätzliche Swap-Exposure halten, die hier nicht angezeigt wird.

Fonds Gewicht Anteile Stand Quelle
SVAL · iShares Trust 0,33% 66.190 SH 8. August 2026 Täglich
IWC · iShares Trust 0,06% 85.787 SH 8. August 2026 Täglich
VFQY · VANGUARD WELLINGTON FUND 0,05% 19.491 SH 8. August 2026 Täglich
GSSC · Goldman Sachs ETF Trust 0,04% 33.833 NS 31. Mai 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,03% 681.552 NS 31. Mai 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0,02% 5.598 SH 8. August 2026 Täglich
VTWV · VANGUARD SCOTTSDALE FUNDS 0,02% 21.955 SH 8. August 2026 Täglich
IWN · iShares Trust 0,02% 274.281 SH 8. August 2026 Täglich
AVSC · AMERICAN CENTURY ETF TRUST 0,01% 38.737 NS 31. Mai 2026 N-PORT
DFAS · Dimensional ETF Trust 0,01% 158.187 NS 30. April 2026 N-PORT
IWM · iShares Trust 0,01% 826.120 SH 8. August 2026 Täglich
VTWO · VANGUARD SCOTTSDALE FUNDS 0,01% 145.239 SH 8. August 2026 Täglich
RSSL · Global X Funds 0,01% 10.604 NS 30. April 2026 N-PORT
ITWO · ProShares Trust 0,01% 1.151 NS 31. Mai 2026 N-PORT
EBI · RBB Fund Trust 0,00% 2.949 NS 31. Mai 2026 N-PORT
DFAT · Dimensional ETF Trust 0,00% 50.529 NS 30. April 2026 N-PORT
DXUV · Dimensional ETF Trust 0,00% 1.293 NS 30. April 2026 N-PORT
UWM · ProShares Trust 0,00% 900 NS 31. Mai 2026 N-PORT
URTY · ProShares Trust 0,00% 906 NS 31. Mai 2026 N-PORT
DFSU · Dimensional ETF Trust 0,00% 4.450 NS 30. April 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 6.441 NS 30. April 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 13.739 NS 30. April 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,00% 888 NS 31. Mai 2026 N-PORT
HDG · ProShares Trust 0,00% 23 NS 31. Mai 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 37.406 NS 30. April 2026 N-PORT
IWV · iShares Trust 0,00% 12.083 SH 8. August 2026 Täglich
AVUS · AMERICAN CENTURY ETF TRUST 0,00% 7.639 NS 31. Mai 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 4.888 NS 30. April 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,00% 284.795 SH 8. August 2026 Täglich
VTI · VANGUARD INDEX FUNDS 0,00% 688.548 SH 8. August 2026 Täglich
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 2.292 SH 8. August 2026 Täglich
DFUV · Dimensional ETF Trust 0,00% 44 NS 30. April 2026 N-PORT
VFH · VANGUARD WORLD FUND 0,00% 39.296 SH 8. August 2026 Täglich