Auf dieser Seite
01WRB Preis
02Momentaufnahme
03Chart
04Aktiensplits
05Über uns
06Performance
07Bewertung & Kennzahlen
13Dividenden
14Erträge
15Vollständige Fundamentaldaten
16Erklärungen
17Institutionelle Eigentümer (13F)
18Aktivisten & 5%+-Eigentümer
19Unternehmensinsider
20ETF-Besitz
21Konsens
22Peers
23Nachrichten
26Meine Kennzahlen
WRB W.R. Berkley Corporation Common Stock
NYSE · Insurance · Auf SEC EDGAR ansehen ↗ 10-K/10-Q Jul 31, 2026
$73,33
· % der 52-Wochen-Spanne
· über Tiefststand
· zu hoch
$62,8752-Wochen-Tief
$78,9652-Wochen-Hoch
Marktkapitalisierung (MRQ)
$27.21B
P/E (TTM)
15.1
EPS (TTM)
$4.87
Umsatz (TTM)
$14.90B
Ihre Abzeichen
52W-Spanne
$63–$79
Analystenbewertung
HOLD
Kursziel
$69
P/E
15.1
ROE
20.2%
Nettogewinnmarge
12.9%
Ihre Abzeichenleiste ist leer – heften Sie eine Kennzahl auf dieser Seite an.
WRB Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne
Kurs
$73.33
Marktkapitalisierung (MRQ)
$27.21B
P/E (TTM)
15.1
EPS (TTM)
$4.87
Umsatz (TTM)
$14.90B
Dividendenrendite
2.5%
ROE (TTM)
20.2%
52W-Spanne
$63–$79
WRB Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen
Spanne
Balken
Die Balkengranularität passt sich der ausgewählten Periode an – bewegen Sie den Mauszeiger über das Diagramm, um Eröffnungs-/Höchst-/Tiefst-/Schlusskurse für einen Balken anzuzeigen.
Aktiensplits
| Ex-Datum | Split | Typ |
|---|---|---|
| 11. Juli 2024 | 3-for-2 | Vorwärts |
| 24. März 2022 | 3-for-2 | Vorwärts |
| 3. April 2019 | 3-for-2 | Vorwärts |
| 5. April 2006 | 3-for-2 | Vorwärts |
| 11. April 2005 | 3-for-2 | Vorwärts |
| 28. August 2003 | 3-for-2 | Vorwärts |
| 3. Juli 2002 | 3-for-2 | Vorwärts |
| 19. September 1997 | 3-for-2 | Vorwärts |
| 6. Mai 1991 | 3-for-2 | Vorwärts |
| 19. Juni 1986 | 3-for-2 | Vorwärts |
Über W.R. Berkley Corporation Common Stock Unternehmensübersicht von Wikipedia
Die W. R. Berkley Corporation ist ein amerikanisches Versicherungsunternehmen in den Fortune 500.
Nach seinem Abschluss an der New York University (BS 1966) wurde William R. Berkley ins MBA-Programm der Harvard-Universität aufgenommen (Abschluss 1968). Noch als Student gründete er mit $2.500 Startkapital eine Investment-Firma. 1972 übernahm er den Versicherer Houston General.
Die W.R. Berkley Versicherung Niederlassung für Deutschland ist eine Niederlassung der liechtensteinischen W. R. Berkley Europe AG.
Der Stern School of Business hat Berkley 2002 eine Professur gestiftet; Inhaber ist der Nobelpreisträger Thomas J. Sargent.
Quelle: Wikipedia, CC BY-SA 4.0 · Auf Wikipedia ansehen ↗
SektorFinancials
BrancheInsurance
Mitarbeiter8.804
LandUS
10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends
Umsatz$14.71B2016-12-31 → 2025-12-31
EPS$4.452016-12-31 → 2025-12-31
Freier Cashflow·2016-12-31 → 2019-12-31
Nettogewinnmarge12.9%2016-12-31 → 2025-12-31
Bewertung & Kennzahlen
Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?
| Kennzahl | 5-Jahres-Trend | WRB | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| P/E (TTM) | 15.15-Jahres-Durchschnitt ≈13.6 | ≈13.6 | 10.8 | Überbewertet | |
| P/S (TTM) | 1.85-Jahres-Durchschnitt ≈1.3 | ≈1.3 | 1.5 | Überbewertet | |
| K/B (MRQ) | 2.85-Jahres-Durchschnitt ≈2.0 | ≈2.0 | 1.8 | Überbewertet | |
| Price / Cash Flow (Kurs / Cashflow) | 7.75-Jahres-Durchschnitt ≈5.1 | ≈5.1 | 7.4 | Fairer Wert | |
| Price / Tangible Book (Kurs / Materieller Buchwert) | 2.95-Jahres-Durchschnitt ≈2.0 | ≈2.0 | · | · | |
| PEG Ratio (PEG-Ratio) | ≈0.8 | · | · | · |
Der Median der Vergleichsgruppe wird pro Kennzahl standardisiert berechnet und stimmt möglicherweise nicht immer mit der für diese Aktie angezeigten TTM/MRQ-Basis überein.
Rentabilität Brutto-, Betriebs- und Nettomargen; ROE, ROA, ROIC
| Kennzahl | 5-Jahres-Trend | WRB | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| EBITDA Margin (EBITDA-Marge) | -0.33%5-Jahres-Durchschnitt ≈-0.58% | ≈-0.58% | 1.6% | Schwach | |
| Vorgewinnmarge (TTM) | 16.2%5-Jahres-Durchschnitt ≈15.1% | ≈15.1% | 17.8% | Schwach | |
| Nettogewinnmarge (TTM) | 12.9%5-Jahres-Durchschnitt ≈11.9% | ≈11.9% | 15.4% | Schwach | |
| ROA (TTM) | 4.4%5-Jahres-Durchschnitt ≈4.0% | ≈4.0% | 4.5% | Schwach | |
| ROE (TTM) | 20.2%5-Jahres-Durchschnitt ≈19.5% | ≈19.5% | 19.7% | Im Einklang |
Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke
Für diese Kennzahlengruppe sind noch keine Daten verfügbar
Noch nicht genügend Fundamentaldaten vorhanden, um diese Kennzahlengruppe zu berechnen.
Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR
| Kennzahl | 5-Jahres-Trend | WRB | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Revenue YoY (Umsatz YoY) | 7.8%5-Jahres-Durchschnitt ≈12.8% | ≈12.8% | · | · | |
| Revenue CAGR 3Y (Umsatz CAGR 3J) | 9.6%5-Jahres-Durchschnitt ≈12.4% | ≈12.4% | · | · | |
| Revenue CAGR 5Y (Umsatz CAGR 5J) | 12.7% | · | · | · | |
| EPS YoY (EPS VjV) | 2.1%5-Jahres-Durchschnitt ≈23.9% | ≈23.9% | · | · | |
| Net Income YoY (Nettogewinn YoY) | 1.3%5-Jahres-Durchschnitt ≈31.2% | ≈31.2% | · | · | |
| EPS CAGR 3Y (EPS CAGR 3J) | 10.6%5-Jahres-Durchschnitt ≈12.8% | ≈12.8% | · | · | |
| EPS CAGR 5Y (EPS CAGR 5J) | 18.9% | · | · | · | |
| Net Income CAGR 3Y (Nettoergebnis CAGR 3J) | 8.8%5-Jahres-Durchschnitt ≈22.0% | ≈22.0% | · | · | |
| Net Income CAGR 5Y (Nettoergebnis CAGR 5J) | 27.4% | · | · | · |
Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag
| Kennzahl | 5-Jahres-Trend | WRB | 5-Jahres-Durchschnitt | Peer-Median | Fazit |
|---|---|---|---|---|---|
| Asset Turnover (Umsatz / Vermögenswerte) | 0.35-Jahres-Durchschnitt ≈0.3 | ≈0.3 | 0.3 | Im Einklang | |
| Revenue / Employee (Umsatz / Mitarbeiter) | ≈$1.7M | · | · | · |
Wert · ≈ 5-Jahres-Durchschnitt · Branchenmedian · Urteil relativ zum Median
Dividenden Rendite, Ausschüttungsquote, Dividendenhistorie, 5-Jahres-CAGR
Dividendenrendite2.5%
Ausschüttungsquote39.4%
Annualisierte Auszahlung≈$0.40
5J Div CAGR≈44.9%
| Ex-Datum | Betrag | Währung | Rendite |
|---|---|---|---|
| Sep 21, 2026 | $0,10 | USD | ≈2.7% |
| Jun 23, 2026 | $0,60 | USD | ≈2.7% |
| Feb 23, 2026 | $0,09 | USD | ≈2.6% |
| Dez 15, 2025 | $1,09 | USD | ≈2.7% |
| Sep 22, 2025 | $0,09 | USD | ≈1.8% |
| Jun 23, 2025 | $0,59 | USD | ≈2.1% |
| Mär 3, 2025 | $0,08 | USD | ≈2.2% |
| Dez 16, 2024 | $0,58 | USD | ≈2.3% |
| Sep 23, 2024 | $0,33 | USD | ≈2.1% |
| Jun 24, 2024 | $0,41 | USD | ≈2.4% |
| Mär 1, 2024 | $0,07 | USD | ≈1.7% |
| Dez 15, 2023 | $0,41 | USD | ≈2.9% |
| Sep 22, 2023 | $0,41 | USD | ≈2.2% |
| Jun 23, 2023 | $0,07 | USD | ≈2.6% |
| Mär 8, 2023 | $0,07 | USD | ≈2.2% |
| Jan 12, 2023 | $0,33 | USD | ≈1.9% |
| Dez 16, 2022 | $0,07 | USD | ≈1.2% |
| Sep 23, 2022 | $0,07 | USD | ≈2.4% |
| Jun 24, 2022 | $0,40 | USD | ≈2.2% |
| Mär 8, 2022 | $0,06 | USD | ≈2.3% |
Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum
Durchschn. Überraschung
4.4%
| Zeitraum | Bericht | EPS Actual | EPS est. | Überraschung |
|---|---|---|---|---|
| 30. September 2026 | Okt 19, 2026 | $1.17 | $1.16 | 0.62% |
| 30. Juni 2026 | Jul 16, 2026 | $1.27 | $1.10 | 15.9% |
| 31. März 2026 | $1.30 | $1.16 | 12.4% | |
| 31. Dezember 2025 | $1.13 | $1.14 | -0.73% | |
| 30. September 2025 | $1.10 | $1.11 | -0.46% | |
| 30. Juni 2025 | $1.05 | $1.04 | 1.2% | |
| 31. März 2025 | $1.01 | $0.99 | 1.7% |
Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow
Gewinn- und Verlustrechnung
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $14.71B | $13.64B | $12.14B | $11.17B | $9.46B | $8.10B | $7.90B | $7.69B | $7.68B | $7.65B | $7.21B | $7.13B | |
| Interest Expense | $127M | $127M | $127M | $130M | $147M | $151M | $153M | $157M | $147M | $141M | $131M | $128M | |
| Pretax Income | $2.28B | $2.26B | $1.75B | $1.72B | $1.28B | $705M | $853M | $812M | $773M | $896M | $732M | $952M | |
| Income Tax | $496M | $510M | $371M | $335M | $252M | $172M | $169M | $163M | $219M | $293M | $228M | $303M | |
| Net Income | $1.78B | $1.76B | $1.38B | $1.38B | $1.02B | $531M | $682M | $641M | $549M | $602M | $504M | $649M | |
| EPS (Basic) | $4.48 | $4.39 | $3.40 | $3.33 | $3.69 | $1.89 | $3.58 | $3.37 | $2.93 | $4.91 | $4.06 | $5.07 | |
| EPS (Diluted) | $4.45 | $4.36 | $3.37 | $3.29 | $3.66 | $1.87 | $3.52 | $3.33 | $2.84 | $4.68 | $3.87 | $4.86 | |
| Shares (Basic) | 396,968,000 | 399,734,000 | 406,500,000 | 415,278 | 277,430 | 280,386 | 190,722 | 190,048 | 187,265 | 122,650,997 | 124,040,313 | 127,873,708 | |
| Shares (Diluted) | 399,861,000 | 403,224,000 | 409,948,000 | 419,192 | 279,749 | 283,145 | 193,521 | 192,395 | 193,527 | 128,552,838 | 130,188,866 | 133,651,855 | |
| EBITDA | $-48M | $-171M | $-21M | · | · | · | · | · | · | · | · | · |
Bilanz
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.54B | $1.97B | $1.36B | $1.45B | $1.57B | $2.37B | $1.02B | $818M | $950M | $795M | $764M | $674M | |
| PP&E (Net) | $596M | $479M | $427M | $423M | $420M | $406M | $422M | $416M | $423M | $349M | $348M | $332M | |
| Goodwill | $184M | $184M | $175M | $186M | $170M | $170M | $170M | $173M | $179M | $145M | $153M | $151M | |
| Intangibles | $86M | $97M | · | · | · | · | · | · | · | · | · | · | |
| Total Assets | $43.93B | $40.57B | $37.20B | $33.86B | $32.09B | $28.61B | $26.66B | $24.90B | $24.30B | $23.36B | $21.73B | $21.72B | |
| Deferred Tax | $39M | $65M | $43M | $12M | $17M | $42M | $26M | $0 | $87M | · | · | · | |
| Total Liabilities | $34.21B | $32.16B | $29.73B | $27.09B | $25.42B | $22.28B | $20.54B | $19.42B | $18.85B | $18.28B | $17.10B | $17.09B | |
| Common Stock | $159M | $159M | $159M | $106M | $106M | $71M | $71M | $71M | $47M | $47M | $47M | $47M | |
| Retained Earnings | $13.34B | $12.27B | $11.04B | $10.16B | $9.02B | $8.35B | $7.93B | $7.56B | $6.96B | $6.60B | $6.18B | $5.73B | |
| Treasury Stock | $4.34B | $4.08B | $3.78B | $3.25B | $3.17B | $3.06B | $2.73B | $2.72B | $2.71B | $2.69B | $2.56B | $2.36B | |
| AOCI | $-451M | $-934M | $-926M | $-1.26B | $-282M | $-62M | $-257M | $-510M | $69M | $56M | $-67M | $184M | |
| Stockholders' Equity | $9.70B | $8.40B | $7.46B | $6.75B | $6.65B | $6.31B | $6.07B | $5.44B | $5.41B | $5.05B | $4.60B | $4.59B | |
| Liabilities + Equity | $43.93B | $40.57B | $37.20B | $33.86B | $32.09B | $28.61B | $26.66B | $24.90B | $24.30B | $23.36B | $21.73B | $21.72B | |
| Shares Outstanding | 377,155,799 | 380,066,070 | 384,817,136 | 396,819,150 | 397,756,323 | 266,737,725 | 275,117,861 | 182,993,640 | 182,272,278 | 181,790,399 | 123,307,837 | 126,748,836 |
Cashflow
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $-48M | $-171M | $-21M | $56M | $130M | $135M | $113M | $131M | $113M | $86M | $85M | $89M | |
| Stock-based Comp | $55M | $54M | $51M | $49M | $47M | $50M | $49M | $37M | $40M | $37M | $32M | $28M | |
| Deferred Tax | $-14M | $96M | $-27M | $-4M | $13M | $-14M | $36M | $-40M | $-15M | $10M | $51M | $31M | |
| Other Non-cash | $1.81B | $1.94B | $1.54B | · | · | · | · | · | · | · | · | · | |
| Operating Cash Flow | $3.58B | $3.68B | $2.93B | $2.57B | $2.18B | $1.62B | $1.14B | $620M | $711M | $848M | $881M | $735M | |
| CapEx | · | · | · | · | · | · | $60M | $50M | $116M | $51M | $64M | $42M | |
| Investing Cash Flow | $-2.03B | $-2.18B | $-1.96B | $-1.89B | $-2.99B | $120M | $-425M | $-714M | $-333M | $-794M | $-171M | $-808M | |
| Debt Issued | $0 | $3M | $980.0K | $0 | $1.03B | $742M | $291M | $295M | $7M | $389M | $9M | $354M | |
| Net Debt Issued | $0 | $3M | $-974.0K | $-3M | $1.03B | $742M | $291M | $295M | $7M | $389M | $9M | $354M | |
| Stock Repurchased | $270M | $304M | $537M | $94M | $122M | $346M | $18M | $25M | $48M | $132M | $224M | $239M | |
| Net Stock Activity | $-270M | $-304M | $-537M | $-94M | $-122M | $-346M | $-18M | $-25M | $-48M | $-132M | $-224M | $-239M | |
| Dividends Paid | $700M | $532M | $501M | $235M | $356M | $84M | $308M | $255M | $188M | $184M | $58M | $181M | |
| Financing Cash Flow | $-1.03B | $-852M | $-1.06B | $-772M | $6M | $-398M | $-513M | $-7M | $-235M | $-7M | $-555M | $-70M | |
| Net Change in Cash | $565M | $612M | $-86M | $-119M | $-804M | $1.35B | $206M | $-133M | $155M | $32M | $89M | $-165M | |
| Free Cash Flow | · | · | · | · | · | · | $1.08B | $570M | $595M | $798M | $818M | $693M | |
| Levered FCF | · | · | · | · | · | · | $960M | $445M | $490M | $703M | $728M | $605M |
Rentabilität
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 12.1% | 12.9% | 11.4% | 12.4% | 10.8% | 6.6% | 8.6% | 8.3% | 7.1% | 7.9% | 7.0% | 9.1% | |
| Pretax Margin | 15.5% | 16.6% | 14.4% | 15.4% | 13.6% | 8.7% | 10.8% | 10.6% | 10.1% | 11.7% | 10.2% | 13.4% | |
| EBITDA Margin | -0.33% | -1.2% | -0.17% | · | · | · | · | · | · | · | · | · | |
| ROA | 4.2% | 4.5% | 3.9% | 4.2% | 3.4% | 1.9% | 2.6% | 2.6% | 2.3% | 2.7% | 2.3% | 3.1% | |
| ROE | 19.7% | 22.2% | 19.4% | 20.6% | 15.8% | 8.6% | 11.8% | 11.8% | 10.5% | 12.5% | 11.0% | 14.5% |
Effizienz
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.4 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 |
Pro Aktie
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $25.72 | $22.09 | $29.06 | $25.51 | $37.63 | $35.49 | $33.12 | $44.57 | $44.53 | $41.65 | $37.31 | $36.21 | |
| Revenue / Share | $36.78 | $33824.26 | $44431.13 | $39957.27 | $50699.82 | $42905.26 | $40833.79 | $59.97 | $59.56 | $59.54 | $55.35 | $53.34 | |
| Cash Flow / Share | $8.96 | $9122.39 | $10718.11 | $9191.28 | $11710.45 | $8564.63 | $5910.43 | $4.84 | $5.51 | $6.60 | $6.77 | $5.50 | |
| Cash / Share | $6.73 | $5.20 | $5.31 | $5.48 | $8.87 | $13.34 | $5.58 | $6.70 | $7.82 | $6.56 | $6.19 | $5.32 | |
| Dividend Paid / Share | $1.85 | $1.40 | $1.29 | $0.59 | $1.34 | $0.31 | $1.68 | $1.39 | $1.03 | · | · | · | |
| EPS (TTM) | $4.45 | $4.36 | $3.37 | $3.29 | $3.66 | $1.87 | $3.52 | $3.33 | $2.84 | $4.68 | $3.87 | $4.86 |
Wachstumsraten
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.8% | 12.3% | 8.7% | 18.1% | 16.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.6% | 13.0% | 14.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 12.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 2.1% | 29.4% | 2.4% | -10.1% | 95.7% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 10.6% | 6.0% | 21.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 18.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 1.3% | 27.1% | 0.02% | 35.1% | 92.7% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 8.8% | 19.8% | 37.6% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 27.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 52.8% | · | · | · | · | · | · | · | · | · | · | · |
Bewertung (TTM)
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $14.71B | $13.64B | $12.14B | $11.17B | $9.46B | $8.10B | $7.90B | $7.69B | $7.68B | $7.65B | $7.21B | $7.13B | |
| Net Income TTM | $1.78B | $1.76B | $1.38B | $1.38B | $1.02B | $531M | $682M | $641M | $549M | $602M | $504M | $649M | |
| Market Cap | $26.45B | $22.24B | $12.10B | $12.80B | $6.47B | $5.25B | $5.63B | $2.67B | $2.58B | $2.39B | $2.00B | $1.93B | |
| P/E | 15.8 | 13.4 | 14.0 | 14.7 | 10.0 | 15.8 | 8.7 | 6.6 | 7.5 | 4.2 | 4.2 | 3.1 | |
| P/S | 1.8 | 1.6 | 1.0 | 1.1 | 0.7 | 0.6 | 0.7 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | |
| P/B | 2.7 | 2.6 | 1.6 | 1.9 | 1.0 | 0.8 | 0.9 | 0.5 | 0.5 | 0.5 | 0.4 | 0.4 | |
| P / Tangible Book | 2.8 | 2.7 | 1.7 | 2.0 | 1.0 | 0.9 | · | · | · | · | · | · | |
| P / Cash Flow | 7.4 | 6.0 | 4.1 | 5.0 | 3.0 | 3.2 | 4.9 | 4.3 | 3.6 | 2.8 | 2.3 | 2.6 | |
| P / FCF | · | · | · | · | · | · | 5.2 | 4.7 | 4.3 | 3.0 | 2.4 | 2.8 | |
| Dividend Yield | 2.6% | 2.4% | 4.2% | 1.8% | 5.5% | 1.6% | 5.5% | 9.5% | 7.3% | 7.7% | 2.9% | 9.4% | |
| Earnings Yield | 6.3% | 7.4% | 7.1% | 6.8% | 10.0% | 6.3% | 11.5% | 15.2% | 13.4% | 23.8% | 23.9% | 32.0% | |
| Payout Ratio | 39.4% | 30.3% | 36.3% | 17.0% | 34.8% | 15.9% | 45.2% | 39.8% | 34.3% | 30.6% | 11.5% | 28.0% | |
| Annual Payout | $700M | $532M | $501M | $235M | $356M | $84M | $308M | $255M | $188M | $184M | $58M | $181M |
Gewinn- und Verlustrechnung
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.72B | $3.69B | $3.72B | $3.77B | $3.67B | $3.55B | $3.67B | $3.40B | $3.31B | $3.26B | $3.22B | $3.03B | $3.00B | $2.90B | $2.72B | $2.51B | |
| Interest Expense | $32M | $32M | $32M | $32M | $32M | $32M | $32M | $32M | $32M | $32M | $32M | $32M | $32M | $32M | $32M | $32M | |
| Pretax Income | $575M | $616M | $572M | $648M | $522M | $539M | $728M | $474M | $488M | $574M | $501M | $420M | $457M | $376M | $286M | $223M | |
| Income Tax | $123M | $101M | $117M | $136M | $121M | $121M | $153M | $109M | $116M | $132M | $102M | $87M | $101M | $80M | $56M | $43M | |
| Net Income | $452M | $515M | $450M | $511M | $401M | $418M | $576M | $366M | $372M | $442M | $397M | $334M | $356M | $294M | $229M | $179M | |
| EPS (Basic) | $1.16 | $1.31 | $1.13 | $1.29 | $1.01 | $1.05 | $1.44 | $0.92 | $0.93 | $1.10 | $0.62 | $0.83 | $0.88 | $1.07 | $0.83 | $0.65 | |
| EPS (Diluted) | $1.15 | $1.31 | $1.13 | $1.28 | $1.00 | $1.04 | $1.44 | $0.91 | $0.92 | $1.09 | $0.62 | $0.82 | $0.87 | $1.06 | $0.82 | $0.64 | |
| Shares (Basic) | 389,156,000 | 392,264,000 | · | 397,220,000 | 397,016,000 | 396,929,000 | · | 398,338,000 | 400,273,000 | 402,317,000 | · | 403,787,000 | 406,296,000 | 274,977,000 | 277,192,000 | 276,815,000 | |
| Shares (Diluted) | 391,804,000 | 394,779,000 | · | 400,204,000 | 400,368,000 | 399,825,000 | · | 401,817,000 | 403,737,000 | 405,757,000 | · | 407,158,000 | 409,643,000 | 277,339,000 | 279,642,000 | 279,525,000 | |
| EBITDA | · | $-15M | · | · | · | $-10M | · | · | · | $-81M | · | · | · | · | · | · |
Bilanz
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.61B | $2.28B | $2.54B | $2.40B | $1.98B | $1.72B | $1.97B | $1.57B | $1.58B | $1.17B | · | $1.65B | $1.82B | $1.24B | $1.13B | $1.32B | |
| PP&E (Net) | $567M | $567M | $596M | $493M | $490M | $482M | $479M | $478M | $477M | $467M | · | $423M | $421M | $421M | $414M | $415M | |
| Goodwill | $184M | $184M | $184M | $184M | $184M | $184M | $184M | $184M | $184M | $175M | · | $175M | $175M | $186M | $170M | $170M | |
| Intangibles | · | · | $86M | · | · | · | $97M | · | · | · | · | · | · | · | · | · | |
| Total Assets | $45.68B | $44.32B | $44.07B | $43.72B | $42.66B | $41.35B | $40.57B | $40.36B | $38.91B | $37.85B | · | $36.11B | $35.31B | $34.30B | $33.08B | $32.69B | |
| Deferred Tax | $0 | $76M | $100M | $23M | · | $32M | $65M | · | · | · | · | · | · | · | · | · | |
| Total Liabilities | $35.83B | $34.56B | $34.36B | $33.91B | $33.35B | $32.42B | $32.16B | $31.92B | $31.12B | $30.05B | · | $29.18B | $28.40B | $27.33B | $26.71B | $26.16B | |
| Common Stock | $159M | $159M | $159M | $159M | $159M | $159M | $159M | $159M | $159M | $106M | · | $106M | $106M | $106M | $106M | $106M | |
| Retained Earnings | $14.06B | $13.83B | $13.34B | $13.31B | $12.83B | $12.65B | $12.27B | $11.91B | $11.67B | $11.46B | · | $10.80B | $10.62B | $10.30B | $9.81B | $9.60B | |
| Treasury Stock | $4.76B | $4.64B | $4.34B | $4.14B | $4.13B | $4.13B | $4.08B | $4.01B | $4.01B | $3.78B | · | $3.68B | $3.68B | $3.39B | $3.16B | $3.17B | |
| AOCI | $-640M | $-601M | $-451M | $-506M | $-572M | $-762M | $-934M | $-603M | $-1.03B | $-1.02B | · | $-1.32B | $-1.18B | $-1.08B | $-1.39B | $-1.03B | |
| Stockholders' Equity | $9.83B | $9.74B | $9.70B | $9.80B | $9.29B | $8.91B | $8.40B | $8.43B | $7.77B | $7.78B | · | $6.92B | $6.89B | $6.94B | $6.35B | $6.51B | |
| Liabilities + Equity | $45.68B | $44.32B | $44.07B | $43.72B | $42.66B | $41.35B | $40.57B | $40.36B | $38.91B | $37.85B | · | $36.11B | $35.31B | $34.30B | $33.08B | $32.69B | |
| Shares Outstanding | 371,057,782 | 372,699,681 | 377,155,799 | 379,877,184 | 379,385,332 | 379,312,871 | 380,066,070 | 381,189,906 | 380,646,644 | 256,548,669 | 384,817,136 | 258,043,531 | 257,516,572 | 262,536,530 | 265,801,717 | 265,272,980 |
Cashflow
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $-22M | $-15M | $-15M | $-9M | $-14M | $-10M | $-14M | $-12M | $-64M | $-81M | $-24M | $-4M | $-3M | $10M | $9M | $13M | |
| Stock-based Comp | $16M | $13M | $14M | $13M | $15M | $12M | $14M | $13M | $14M | $13M | $13M | $13M | $13M | $12M | $12M | $13M | |
| Other Non-cash | · | $155M | · | · | · | $324M | · | · | · | $372M | · | · | · | · | · | · | |
| Operating Cash Flow | $800M | $668M | $995M | $1.14B | $704M | $744M | $810M | $1.24B | $881M | $746M | $698M | $1.08B | $709M | $445M | $768M | $528M | |
| Investing Cash Flow | $-361M | $-589M | $-243M | $-628M | $-234M | $-924M | $-87M | $-1.11B | $-87M | $-905M | $-565M | $-1.24B | $198M | $-359M | $-761M | $-1.31B | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | $-868.0K | · | · | |
| Stock Repurchased | $111M | $302M | $196M | $25M | $0 | $49M | $67M | $12M | $224M | $0 | $107M | $3M | $292M | $135M | $7M | $0 | |
| Net Stock Activity | · | $-302M | · | · | · | $-49M | · | · | · | $0 | · | · | · | $-135M | · | · | |
| Dividends Paid | $0 | $34M | $412M | $34M | $224M | $30M | $220M | $126M | $158M | $28M | $315M | $0 | $28M | $159M | $159M | $0 | |
| Financing Cash Flow | $-128M | $-339M | $-618M | $-95M | $-232M | $-81M | $-291M | $-154M | $-378M | $-30M | $-424M | $-23M | $-320M | $-296M | $-184M | $636.0K | |
| Net Change in Cash | $326M | $-259M | $136M | $419M | $264M | $-255M | $402M | $-7M | $411M | $-194M | $-283M | $-177M | $581M | $-207M | $-186M | $-798M |
Rentabilität
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 12.2% | 14.0% | · | 13.6% | 10.9% | 11.8% | · | 10.8% | 11.2% | 13.6% | · | 11.0% | 11.9% | 10.2% | 8.4% | 7.1% | |
| Pretax Margin | 15.5% | 16.7% | · | 17.2% | 14.2% | 15.2% | · | 14.0% | 14.7% | 17.6% | · | 13.9% | 15.3% | 13.0% | 10.5% | 8.9% | |
| EBITDA Margin | · | -0.42% | · | · | · | -0.28% | · | · | · | -2.5% | · | · | · | · | · | · | |
| ROA | 1.0% | 1.2% | · | 1.2% | 0.98% | 1.1% | · | 0.96% | 1.0% | 1.2% | · | 0.96% | 1.1% | 0.88% | 0.71% | 0.57% | |
| ROE | 4.7% | 5.5% | · | 5.6% | 4.7% | 5.0% | · | 4.8% | 5.1% | 6.0% | · | 5.0% | 5.3% | 4.3% | 3.5% | 2.7% |
Effizienz
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 |
Pro Aktie
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $26.50 | $26.13 | · | $25.79 | $24.50 | $23.50 | · | $22.11 | $20.42 | $30.34 | · | $26.80 | $26.74 | $26.45 | $23.88 | $24.56 | |
| Revenue / Share | $9.48 | $9.35 | · | $9.42 | $9.17 | $8.87 | · | $8.46 | $8.21 | $12.04 | · | $11.17 | $10.97 | $10.44 | $9.74 | $8.99 | |
| Cash Flow / Share | · | $1.69 | · | · | · | $1.86 | · | · | · | $2.76 | · | · | · | $1.61 | · | · | |
| Cash / Share | $7.02 | $6.12 | · | $6.33 | $5.23 | $4.54 | · | $4.13 | $4.15 | $4.56 | · | $6.38 | $7.08 | $4.73 | $4.25 | $4.96 | |
| Dividend Paid / Share | $0.60 | $0.09 | $1.09 | $0.09 | $0.59 | $0.08 | $0.59 | $0.33 | $0.41 | $0.07 | $0.21 | $0.41 | $0.07 | $0.60 | $0.10 | $0.60 | |
| EPS (TTM) | $4.87 | $4.72 | · | $4.76 | $4.39 | $4.31 | · | $3.54 | $3.45 | $3.40 | · | $2.46 | $2.46 | $2.23 | $4.64 | $4.75 |
Bewertung (TTM)
| Kennzahl | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $14.90B | $14.85B | · | $14.65B | $14.29B | $13.93B | · | $13.19B | $12.82B | $12.50B | · | $11.94B | $11.63B | $11.15B | $10.73B | $10.43B | |
| Net Income TTM | $1.93B | $1.88B | · | $1.91B | $1.76B | $1.73B | · | $1.58B | $1.55B | $1.53B | · | $1.37B | $1.26B | $1.08B | $1.29B | $1.33B | |
| Market Cap | $26.17B | $24.70B | · | $29.11B | $27.87B | $26.99B | · | $21.62B | $19.94B | $15.13B | · | $10.92B | $10.23B | $10.90B | $11.44B | $12.07B | |
| P/E | 14.5 | 14.0 | · | 16.1 | 16.7 | 16.5 | · | 16.0 | 15.2 | 17.3 | · | 17.2 | 16.1 | 18.6 | 9.3 | 9.6 | |
| P/S | 1.8 | 1.7 | · | 2.0 | 2.0 | 1.9 | · | 1.6 | 1.6 | 1.2 | · | 0.9 | 0.9 | 1.0 | 1.1 | 1.2 | |
| P/B | 2.7 | 2.5 | · | 3.0 | 3.0 | 3.0 | · | 2.6 | 2.6 | 1.9 | · | 1.6 | 1.5 | 1.6 | 1.8 | 1.9 | |
| P / Tangible Book | 2.7 | 2.6 | · | 3.0 | 3.1 | 3.1 | · | 2.6 | 2.6 | 2.0 | · | 1.6 | 1.5 | 1.6 | 1.9 | 1.9 | |
| P / Cash Flow | · | 37.0 | · | · | · | 36.3 | · | · | · | 20.3 | · | · | · | 24.5 | · | · | |
| Dividend Yield | 1.8% | 2.9% | · | 1.8% | 2.1% | 2.0% | · | 2.9% | 2.5% | 2.5% | · | 2.2% | 3.9% | 3.4% | 3.3% | 3.0% | |
| Earnings Yield | 6.9% | 7.1% | · | 6.2% | 6.0% | 6.1% | · | 6.2% | 6.6% | 5.8% | · | 5.8% | 6.2% | 5.4% | 10.8% | 10.4% | |
| Payout Ratio | · | 6.5% | · | · | · | 7.3% | · | · | · | 6.4% | · | · | · | 53.9% | · | · | |
| Annual Payout | $480M | $704M | · | $509M | $600M | $534M | · | $626M | $500M | $371M | · | $240M | $399M | $371M | $382M | $357M |
Aktuellster Zeitraum links · fehlende Werte werden als · angezeigt
Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre
| Kennzahl | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Umsatz | $14.71B | $13.64B | $12.14B | $11.17B | $9.46B |
| Nettoergebnis | $1.78B | $1.76B | $1.38B | $1.38B | $1.02B |
| Verwässerte EPS | $4.45 | $4.36 | $3.37 | $3.29 | $3.66 |
Keine Daten für diese Aufstellung
Noch nicht genügend Fundamentaldaten vorhanden, um diese Aufstellung zu erstellen.
Keine Daten für diese Aufstellung
Noch nicht genügend Fundamentaldaten vorhanden, um diese Aufstellung zu erstellen.
Institutionelle Eigentümer (13F) 1.014 Einreicher · $22.3B gesamt · Stand 30. September 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.
Inhaber
1.014
Gehaltener Wert
$22.3B
Neue Positionen
114
Geschlossene Positionen
81
Institutionelle Aktivität — Q2 2026 vs. Vorquartal
| Neue Positionen | Geschlossene Positionen | Erhöht | Abgenommen | Nettoveränderung der Aktien |
|---|---|---|---|---|
| 114 (+3 vs. Vorquartal) | 81 (-24 vs. Vorquartal) | 331 (+84 vs. Vorquartal) | 331 (-79 vs. Vorquartal) | +3.0M |
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 |
|---|---|---|---|---|
| Mitsui Sumitomo Insurance Co Ltd | $4.145.785.139 | 58.780.450 | 18,55% | Aktien |
| VANGUARD GROUP INC | $2.596.794.700 | 37.033.581 | 11,62% | Aktien |
| BlackRock, Inc. | $1.547.049.191 | 21.934.626 | 6,92% | Aktien |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.318.274.044 | 18.690.969 | 5,90% | Aktien |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.026.279.985 | 14.550.971 | 4,59% | Aktien |
| STATE STREET CORP | $1.004.668.877 | 14.126.628 | 4,50% | Aktien |
| GEODE CAPITAL MANAGEMENT, LLC | $588.464.510 | 8.268.721 | 2,63% | Aktien |
| MORGAN STANLEY | $582.069.551 | 8.252.790 | 2,61% | Aktien |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $449.774.394 | 6.377.064 | 2,01% | Aktien |
| Invesco Ltd. | $354.644.870 | 5.028.284 | 1,59% | Aktien |
| GOLDMAN SACHS GROUP INC | $293.279.011 | 4.158.216 | 1,31% | Aktien |
| DIMENSIONAL FUND ADVISORS LP | $285.090.089 | 4.041.846 | 1,28% | Aktien |
| WELLS FARGO & COMPANY/MN | $262.439.161 | 3.720.958 | 1,17% | Aktien |
| AQR CAPITAL MANAGEMENT LLC | $259.561.706 | 3.680.160 | 1,16% | Aktien |
| FIRST TRUST ADVISORS LP | $255.661.220 | 3.624.858 | 1,14% | Aktien |
| NORGES BANK | $222.073.085 | 3.148.633 | 0,99% | Aktien |
| BANK OF AMERICA CORP /DE/ | $200.969.092 | 2.849.413 | 0,90% | Aktien |
| UBS Group AG | $199.975.261 | 2.835.322 | 0,90% | Aktien |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $182.572.759 | 2.588.583 | 0,82% | Aktien |
| NORTHERN TRUST CORP | $180.041.789 | 2.552.698 | 0,81% | Aktien |
| JANUS HENDERSON GROUP PLC | $162.909.996 | 2.457.890 | 0,73% | Aktien |
| 1832 Asset Management L.P. | $161.786.228 | 2.293.864 | 0,72% | Aktien |
| JPMORGAN CHASE & CO | $152.989.434 | 2.154.477 | 0,68% | Aktien |
| Polar Capital Holdings Plc | $150.228.900 | 2.130.000 | 0,67% | Aktien |
| ROYAL LONDON ASSET MANAGEMENT LTD | $149.188.512 | 2.115.249 | 0,67% | Aktien |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $144.191.609 | 2.175.492 | 0,65% | Aktien |
| TWO SIGMA INVESTMENTS, LP | $142.002.140 | 2.013.358 | 0,64% | Aktien |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $135.237.679 | 1.917.449 | 0,61% | Aktien |
| VANGUARD FIDUCIARY TRUST CO | $115.171.681 | 1.632.946 | 0,52% | Aktien |
| Legal & General Group Plc | $112.813.089 | 1.599.505 | 0,50% | Aktien |
| Madison Asset Management, LLC | $105.638.722 | 1.497.784 | 0,47% | Aktien |
| CITADEL ADVISORS LLC | $104.099.035 | 1.475.954 | 0,47% | Aktien |
| PRINCIPAL FINANCIAL GROUP INC | $103.071.273 | 1.461.348 | 0,46% | Aktien |
| FMR LLC | $102.043.390 | 1.446.808 | 0,46% | Aktien |
| BARCLAYS PLC | $101.591.977 | 1.440.408 | 0,45% | Aktien |
| Bank of New York Mellon Corp | $95.039.623 | 1.347.506 | 0,43% | Aktien |
| CHILTON INVESTMENT CO INC. | $94.501.525 | 1.339.877 | 0,42% | Aktien |
| Cornerstone Investment Partners, LLC | $94.238.377 | 1.336.146 | 0,42% | Aktien |
| DEUTSCHE BANK AG\ | $92.085.873 | 1.305.627 | 0,41% | Aktien |
| JONES FINANCIAL COMPANIES LLLP | $89.753.885 | 1.259.360 | 0,40% | Aktien |
| ROYAL BANK OF CANADA | $88.691.000 | 1.257.518 | 0,40% | Aktien |
| HSBC HOLDINGS PLC | $78.632.772 | 1.110.733 | 0,35% | Aktien |
| ANCHOR CAPITAL ADVISORS LLC | $73.023.238 | 1.035.350 | 0,33% | Aktien |
| RAYMOND JAMES FINANCIAL INC | $70.038.261 | 993.028 | 0,31% | Aktien |
| BNP PARIBAS FINANCIAL MARKETS | $68.370.019 | 969.375 | 0,31% | Aktien |
| MILLENNIUM MANAGEMENT LLC | $66.029.622 | 936.192 | 0,30% | Aktien |
| PARNASSUS INVESTMENTS, LLC | $64.963.754 | 961.856 | 0,29% | Aktien |
| Bristol Gate Capital Partners Inc. | $64.748.735 | 918.030 | 0,29% | Aktien |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $63.912.411 | 946.290 | 0,29% | Aktien |
| JANE STREET GROUP, LLC | $61.763.403 | 875.704 | 0,28% | Aktien |
Aktivisten & 5%+-Eigentümer 2 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 |
|---|---|---|---|---|---|
| WR Berkley & Others LLC, WR Berkley & Others 2 LLC, Estate of William R. Berkley, Marjorie J. Berkley, W. Robert Berkley, Jr., The William R. Berkley 2011 GST Trust u/a dated December 20, 2011, The William R. Berkley 2022 Family Trust f/b/o William R. Berkley, Jr. and His Issue, The William R. Berkley 2022 Family Trust f/b/o Lauren Berkley and Her Issue ×3 Einreichungen | 21. Juli 2026 | 0,00% | Änderung | · | SEC |
| Mitsui Sumitomo Insurance Co., Ltd., MS&AD Insurance Group Holdings, Inc. ×5 Einreichungen | 4. Juni 2026 | 0,00% | Änderung | Vorstandskampagne | 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.
Unternehmensinsider 39 Insider · 19 Führungskräfte · 17 Direktoren
| Insider | Rolle | Letzte Aktivität | Gehaltene Aktien | Käufe 12m | Verkäufe 12m | Netto 12m |
|---|---|---|---|---|---|---|
| William R. Berkley | Executive Chairman | 3. Juni 2026 A | 17.366.375 | 0 | 0 | $0 |
| Lucille T Sgaglione | EVP | 15. August 2025 F | 241.036 | 0 | 0 | $0 |
| Ira S Lederman | EVP & Secretary | 11. Dezember 2019 G | 240.031 | 0 | 0 | $0 |
| Matthew M Ricciardi | SVP and General Counsel | 15. Mai 2018 F | 15.561 | 0 | 0 | $0 |
| Eugene G Ballard | EVP, Finance | 7. August 2017 F | 251.656 | 0 | 0 | $0 |
| Clement P Patafio | VP - Corporate Controller | 17. Dezember 2012 F | 126.628 | 0 | 0 | $0 |
| Kevin H Ebers | SVP - Information Technology | 18. Mai 2010 I | 8.197 | 0 | 0 | $0 |
| Jeffrey Marc Hafter | SVP | 3. Mai 2010 A | 15.000 | 0 | 0 | $0 |
| Carol Josephine Lapunzina | SVP - Human Resources | 2. März 2010 A | 34.813 | 0 | 0 | $0 |
| Steven William Taylor | SVP - International | 2. März 2010 A | 41.000 | 0 | 0 | $0 |
| Carl Fred Madsen | SVP - Reinsurance Operations | 2. März 2010 A | 50.500 | 0 | 0 | $0 |
| Robert Daly Stone | SVP - Alt. Mkts. Operations | 2. März 2010 A | 76.698 | 0 | 0 | $0 |
| Robert W Gosselink | SVP-Insurance Risk Mgmnt. | 2. März 2010 A | 50.000 | 0 | 0 | $0 |
| Robert C Hewitt | SVP-Excess and Surplus Lines | 2. März 2010 A | 85.000 | 0 | 0 | $0 |
| Paul J Hancock | SVP - Chief Corporate Actuary | 2. März 2010 M | 103.062 | 0 | 0 | $0 |
| Robert P Cole | SVP - Regional Operations | 2. März 2010 A | 217.669 | 0 | 0 | $0 |
| Gillian B James | SVP-Enterprise Risk Management | 3. Dezember 2009 A | 10.000 | 0 | 0 | $0 |
| Peter Lind Kamford | SVP-Admitted Specialty Lines | 17. Juni 2008 A | 31.419 | 0 | 0 | $0 |
| James W Mccleary | SVP-Reinsurance Operations | 5. Dezember 2005 A | 105.919 | 0 | 0 | $0 |
| Robert Alan Rusbuldt | Direktor | 3. Juni 2026 A | 5.866 | 0 | 0 | $0 |
| Marie Angela Mattson | Direktor | 3. Juni 2026 A | 9.667 | 0 | 0 | $0 |
| Daniel Lynn Mosley | Direktor | 3. Juni 2026 A | 14.885 | 0 | 0 | $0 |
| Jonathan Talisman | Direktor | 3. Juni 2026 A | 33.180 | 0 | 0 | $0 |
| Christopher L Augostini | Direktor | 3. Juni 2026 A | 109.859 | 0 | 0 | $0 |
| Mary C Farrell | Direktor | 3. Juni 2026 A | 19.378 | 0 | 0 | $0 |
| Maria Luisa Ferre | Direktor | 3. Juni 2026 A | 59.234 | 0 | 0 | $0 |
| Ronald E Blaylock | Direktor | 3. Juni 2026 A | 121.990 | 0 | 0 | $0 |
| Mark L Shapiro | Direktor | 12. Juni 2024 A | 2.534 | 0 | 0 | $0 |
| Mark Ellwood Brockbank | Direktor | 1. August 2022 P | 6.000 | 0 | 0 | $0 |
| Leigh Ann Pusey | Direktor | 1. Dezember 2021 M | 13.214 | 0 | 0 | $0 |
| Jack H Nusbaum | Direktor | 12. Juni 2020 A | 149.799 | 0 | 0 | $0 |
| George G Daly | Direktor | 21. November 2016 G | 40.822 | 0 | 0 | $0 |
| Rodney A Hawes JR | Direktor | 17. Mai 2011 A | 20.500 | 0 | 0 | $0 |
| Philip J Ablove | Direktor | 28. Mai 2008 A | 11.739 | 0 | 0 | $0 |
| Richard G Merrill | Direktor | 24. November 2004 G | 27.432 | 0 | 0 | $0 |
| Philip S Welt | · | 3. August 2026 F | 214.033 | 0 | 0 | $0 |
| Richard Mark Baio | · | 3. August 2026 F | 227.611 | 0 | 0 | $0 |
| William R Berkley JR | · | 3. August 2026 F | 4.650.314 | 0 | 0 | $0 |
| James G Shiel | · | 3. August 2026 F | 810.633 | 0 | 0 | $0 |
Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten
ETF-Besitz Gehalten von 114 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 |
|---|---|---|---|---|
| KBWP · Invesco Exchange-Traded Fund Trust … | 4,26% | 170.813 SH | 23. Oktober 2026 | Täglich |
| STNC · Hennessy Funds Trust | 3,30% | 42.233 NS | 31. Juli 2026 | N-PORT |
| RSPF · Invesco Exchange-Traded Fund Trust | 1,42% | 61.443 SH | 23. Oktober 2026 | Täglich |
| SPGP · Invesco Exchange-Traded Fund Trust | 1,01% | 282.519 SH | 23. Oktober 2026 | Täglich |
| SPLV · Invesco Exchange-Traded Fund Trust … | 0,97% | 951.045 SH | 23. Oktober 2026 | Täglich |
| JOET · Virtus ETF Trust II | 0,75% | 25.210 NS | 31. Juli 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 0,71% | 43.628 NS | 31. Juli 2026 | N-PORT |
| PGX · Invesco Exchange-Traded Fund Trust … | 0,70% | 1.552.507 | 23. Oktober 2026 | Täglich |
| UPSD · ETF Series Solutions | 0,62% | 9.937 NS | 31. Juli 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,59% | 74.215 NS | 31. Juli 2026 | N-PORT |
| QLV · FlexShares Trust | 0,46% | 10.332 NS | 31. Juli 2026 | N-PORT |
| FDLO · FIDELITY COVINGTON TRUST | 0,45% | 88.221 NS | 31. Juli 2026 | N-PORT |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,35% | 68.179 NS | 31. Juli 2026 | N-PORT |
| PFF · iShares Trust | 0,34% | 2.544.440 SH | 11. September 2026 | Täglich |
| VOE · VANGUARD INDEX FUNDS | 0,34% | 1.793.548 SH | 19. August 2026 | Täglich |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,31% | 48.013 NS | 31. Juli 2026 | N-PORT |
| ACWV · iShares, Inc. | 0,29% | 139.314 SH | 11. September 2026 | Täglich |
| IMCV · iShares Trust | 0,27% | 44.779 SH | 11. September 2026 | Täglich |
| IYF · iShares Trust | 0,24% | 151.994 SH | 11. September 2026 | Täglich |
| RSP · Invesco Exchange-Traded Fund Trust | 0,21% | 2.808.370 SH | 23. Oktober 2026 | Täglich |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,21% | 235.958 NS | 31. Juli 2026 | N-PORT |
| EUSA · iShares, Inc. | 0,20% | 56.056 SH | 11. September 2026 | Täglich |
| SIZE · iShares Trust | 0,20% | 12.018 SH | 11. September 2026 | Täglich |
| VO · VANGUARD INDEX FUNDS | 0,19% | 6.051.052 SH | 19. August 2026 | Täglich |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,19% | 39.957 NS | 31. Juli 2026 | N-PORT |
| VFH · VANGUARD WORLD FUND | 0,18% | 350.296 SH | 19. August 2026 | Täglich |
| FAS · Direxion Shares ETF Trust | 0,18% | 57.949 NS | 31. Juli 2026 | N-PORT |
| DFLV · Dimensional ETF Trust | 0,18% | 166.173 NS | 31. Juli 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,18% | 4.119 NS | 31. Juli 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,17% | 56.560 NS | 31. Juli 2026 | N-PORT |
| EQIN · Columbia ETF Trust I | 0,17% | 7.190 NS | 31. Juli 2026 | N-PORT |
| IWS · iShares Trust | 0,16% | 340.284 SH | 11. September 2026 | Täglich |
| DFVX · Dimensional ETF Trust | 0,15% | 10.883 NS | 31. Juli 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 8.720 NS | 31. Juli 2026 | N-PORT |
| IMCB · iShares Trust | 0,13% | 32.200 SH | 11. September 2026 | Täglich |
| IXG · iShares Trust | 0,13% | 12.744 SH | 11. September 2026 | Täglich |
| DEUS · DBX ETF Trust | 0,12% | 5.456 NS | 31. August 2026 | N-PORT |
| XOEF · iShares Trust | 0,12% | 374 SH | 11. September 2026 | Täglich |
| IWR · iShares Trust | 0,12% | 932.565 SH | 11. September 2026 | Täglich |
| ESUM · Strategy Shares | 0,10% | 2.500 NS | 31. Juli 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0,10% | 10.555 SH | 23. Oktober 2026 | Täglich |
| DXUV · Dimensional ETF Trust | 0,09% | 6.901 NS | 31. Juli 2026 | N-PORT |
| VIG · VANGUARD SPECIALIZED FUNDS | 0,09% | 1.661.507 SH | 19. August 2026 | Täglich |
| DFUV · Dimensional ETF Trust | 0,09% | 185.094 NS | 31. Juli 2026 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,08% | 107.693 SH | 23. Oktober 2026 | Täglich |
| DFAC · Dimensional ETF Trust | 0,08% | 517.040 NS | 31. Juli 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,07% | 7.663 SH | 23. Oktober 2026 | Täglich |
| VTV · VANGUARD INDEX FUNDS | 0,07% | 2.652.467 SH | 19. August 2026 | Täglich |
| VYM · VANGUARD WHITEHALL FUNDS | 0,07% | 906.062 SH | 19. August 2026 | Täglich |
| DFSU · Dimensional ETF Trust | 0,07% | 20.801 NS | 31. Juli 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,07% | 30.167 NS | 31. Juli 2026 | N-PORT |
| IQSU · New York Life Investments ETF Trust | 0,06% | 2.893 NS | 31. Juli 2026 | N-PORT |
| USXF · iShares Trust | 0,06% | 12.787 SH | 11. September 2026 | Täglich |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,06% | 8.129 SH | 23. Oktober 2026 | Täglich |
| VFMV · VANGUARD WELLINGTON FUND | 0,06% | 3.563 SH | 19. August 2026 | Täglich |
| ILCV · iShares Trust | 0,06% | 10.793 SH | 11. September 2026 | Täglich |
| DFAU · Dimensional ETF Trust | 0,05% | 93.411 NS | 31. Juli 2026 | N-PORT |
| SPXD · DBX ETF Trust | 0,05% | 54 NS | 31. August 2026 | N-PORT |
| QUAL · iShares Trust | 0,05% | 324.979 SH | 11. September 2026 | Täglich |
| IWD · iShares Trust | 0,04% | 506.941 SH | 11. September 2026 | Täglich |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,04% | 136.971 SH | 19. August 2026 | Täglich |
| PRF · Invesco Exchange-Traded Fund Trust | 0,04% | 51.483 SH | 23. Oktober 2026 | Täglich |
| VOXP · Advisors Series Trust | 0,04% | 30 NS | 31. Juli 2026 | N-PORT |
| TOPC · iShares Trust | 0,04% | 173 SH | 11. September 2026 | Täglich |
| XVV · iShares Trust | 0,04% | 3.421 SH | 11. September 2026 | Täglich |
| APUE · Trust for Professional Managers | 0,03% | 12.611 NS | 31. August 2026 | N-PORT |
| PTLC · Pacer Funds Trust | 0,03% | 15.079 NS | 31. Juli 2026 | N-PORT |
| BKLC · BNY Mellon ETF Trust | 0,03% | 25.000 NS | 31. Juli 2026 | N-PORT |
| IVW · iShares Trust | 0,03% | 357.480 SH | 11. September 2026 | Täglich |
| IVV · iShares Trust | 0,03% | 3.706.913 SH | 11. September 2026 | Täglich |
| IUSG · iShares Trust | 0,03% | 147.327 SH | 11. September 2026 | Täglich |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,03% | 37.968 NS | 31. Juli 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0,03% | 4.655 NS | 31. Juli 2026 | N-PORT |
| SPUU · Direxion Shares ETF Trust | 0,03% | 1.109 NS | 31. Juli 2026 | N-PORT |
| VOO · VANGUARD INDEX FUNDS | 0,03% | 7.636.450 SH | 19. August 2026 | Täglich |
| VV · VANGUARD INDEX FUNDS | 0,03% | 325.948 SH | 19. August 2026 | Täglich |
| VTI · VANGUARD INDEX FUNDS | 0,03% | 8.867.874 SH | 19. August 2026 | Täglich |
| VOOG · VANGUARD ADMIRAL FUNDS | 0,03% | 124.694 SH | 19. August 2026 | Täglich |
| VOOV · VANGUARD ADMIRAL FUNDS | 0,03% | 29.232 SH | 19. August 2026 | Täglich |
| QDPL · Pacer Funds Trust | 0,03% | 7.065 NS | 31. Juli 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0,03% | 51.282 SH | 19. August 2026 | Täglich |
| IVE · iShares Trust | 0,03% | 208.785 SH | 11. September 2026 | Täglich |
| IYY · iShares Trust | 0,03% | 12.483 SH | 11. September 2026 | Täglich |
| ROUS · Lattice Strategies Trust | 0,03% | 2.817 NS | 31. Juli 2026 | N-PORT |
| ILCB · iShares Trust | 0,03% | 5.332 SH | 11. September 2026 | Täglich |
| ITOT · iShares Trust | 0,03% | 388.582 SH | 11. September 2026 | Täglich |
| IUSV · iShares Trust | 0,03% | 109.836 SH | 11. September 2026 | Täglich |
| HCMT · Direxion Shares ETF Trust | 0,03% | 2.043 NS | 31. Juli 2026 | N-PORT |
| PBP · Invesco Exchange-Traded Fund Trust | 0,03% | 1.358 SH | 23. Oktober 2026 | Täglich |
| SPXL · Direxion Shares ETF Trust | 0,02% | 22.990 NS | 31. Juli 2026 | N-PORT |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,02% | 34.399 SH | 23. Oktober 2026 | Täglich |
| DFUS · Dimensional ETF Trust | 0,02% | 67.796 NS | 31. Juli 2026 | N-PORT |
| DGRO · iShares Trust | 0,02% | 141.389 SH | 11. September 2026 | Täglich |
| IWB · iShares Trust | 0,02% | 156.739 SH | 11. September 2026 | Täglich |
| TILT · FlexShares Trust | 0,02% | 6.640 NS | 31. Juli 2026 | N-PORT |
| PHDG · Invesco Actively Managed Exchange-T… | 0,02% | 178 SH | 23. Oktober 2026 | Täglich |
| IWV · iShares Trust | 0,02% | 61.985 SH | 11. September 2026 | Täglich |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 37.747 SH | 19. August 2026 | Täglich |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,02% | 19.155 SH | 19. August 2026 | Täglich |
| TOV · EA Series Trust | 0,02% | 738 NS | 31. Juli 2026 | N-PORT |
| KOKU · DBX ETF Trust | 0,02% | 2.108 NS | 31. August 2026 | N-PORT |
| URTH · iShares, Inc. | 0,02% | 20.130 SH | 11. September 2026 | Täglich |
| TOK · iShares Trust | 0,02% | 542 SH | 11. September 2026 | Täglich |
| ACWI · iShares Trust | 0,02% | 73.756 SH | 11. September 2026 | Täglich |
| USCL · iShares Trust | 0,01% | 5.611 SH | 11. September 2026 | Täglich |
| QVML · Invesco Exchange-Traded Fund Trust … | 0,01% | 2.296 SH | 23. Oktober 2026 | Täglich |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 196.439 SH | 19. August 2026 | Täglich |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,01% | 5.572 SH | 23. Oktober 2026 | Täglich |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | 15. Juli 2026 | Täglich |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 15. Juli 2026 | Täglich |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | 15. Juli 2026 | Täglich |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | 30. Juli 2026 | Täglich |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 30. Juli 2026 | Täglich |
| IAK · iShares Trust | · | 156.755 SH | 11. September 2026 | Täglich |
WRB Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial
Bewertung · 27 Analysten
HALTEN
Median-Ziel
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-4,5%
0 0,0%
Starker Kauf
2 7,4%
Kauf
14 51,9%
Halten
9 33,3%
Verkauf
2 7,4%
Starker Verkauf
12-Monats-Kursziel
17 Analysten · 2026-10-19Mittelwert-Ziel $69.06 -5,8%
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Aktueller Preis $73.33
Tief$51.00
Mittelwert$69.06
Hoch$83.00
Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen
FY-Basis, Kurse zum Schlusskurs am Ende des letzten Geschäftsjahres jedes Unternehmens.
| Ticker | Marktkapitalisierung | P/E | Umsatz Vj. | Nettomarge | ROE | Bruttogewinnmarge |
|---|---|---|---|---|---|---|
| WRB | $26.45B | 15.8 | 7.8% | 12.1% | 19.7% | · |
| PGR | · | 11.8 | 16.3% | 12.9% | 40.5% | · |
| TRV | $63.09B | 10.6 | 5.2% | 12.9% | 20.6% | · |
| ALL | $54.12B | 5.5 | 5.6% | 15.2% | 39.5% | · |
| AIG | $46.04B | 15.8 | -1.8% | 11.6% | 7.4% | · |
| HIG | $38.16B | 10.3 | 6.9% | 13.5% | 21.4% | · |
| CINF | $25.38B | 10.8 | 11.4% | 18.9% | 16.0% | · |
| MKL | $27.06B | 12.7 | 4.7% | 13.6% | 11.9% | · |
| L | · | 13.2 | 5.4% | 9.0% | 9.3% | · |
| AIZ | · | · | · | · | · | · |
| CNA | $12.92B | 10.2 | 5.0% | 8.5% | 11.6% | · |
Neueste Nachrichten Aktuelle Schlagzeilen über dieses Unternehmen
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Quelle: SEC 10-Q eingereicht Jul 31, 2026