WTM White Mountains Insurance Group, Ltd. Common Stock
Über White Mountains Insurance Group, Ltd. Common Stock Unternehmensübersicht von Wikipedia
White Mountains Insurance Group is a diversified insurance and related financial services holding company based in Hamilton, Bermuda. Redomiciled from Delaware, United States, on October 25, 1999, the company conducts most of its business through its insurance subsidiaries and other affiliates.
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White Mountains Insurance Group is a diversified insurance and related financial services holding company based in Hamilton, Bermuda. Redomiciled from Delaware, United States, on October 25, 1999, the company conducts most of its business through its insurance subsidiaries and other affiliates.
The company owned the automobile insurer Esurance before selling it to Allstate for $1 billion.
Heritage
White Mountains Insurance Group began in the early 1980s by John J. Byrne, the man recruited by American Express to turn around troubled property and casualty insurer Fireman's Fund. When Byrne took Fireman's Fund public in 1985, it was the largest IPO in American history, and the insurer was sold to Allianz six years later. Upon completion of the Fireman's Fund sale in 1991, the remaining holding company and residual assets formed the starting point for the future White Mountains.
In December 2020, the company reported book value per share of $1,000.
Leadership
White Mountains Insurance's current director is CEO George Manning Rountree.
Quelle: Wikipedia (Englisch), CC BY-SA 4.0 · Auf Wikipedia ansehen ↗
WTM Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne
WTM Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen
10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends
Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?
Rentabilität Brutto-, Betriebs- und Nettomargen; ROE, ROA, ROIC
Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke
Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR
Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag
Dividenden Rendite, Ausschüttungsquote, Dividendenhistorie, 5-Jahres-CAGR
| Ex-Datum | Betrag |
|---|---|
| 16. März 2026 | $1,0000 |
| 17. März 2025 | $1,0000 |
| 8. März 2024 | $1,0000 |
| 10. März 2023 | $1,0000 |
| 11. März 2022 | $1,0000 |
| 12. März 2021 | $1,0000 |
| 13. März 2020 | $1,0000 |
| 15. März 2019 | $1,0000 |
| 16. März 2018 | $1,0000 |
| 16. März 2017 | $1,0000 |
| 17. März 2016 | $1,0000 |
| 12. März 2015 | $1,0000 |
| 13. März 2014 | $1,0000 |
| 14. März 2013 | $1,0000 |
| 22. März 2012 | $1,0000 |
| 17. März 2011 | $1,0000 |
| 18. März 2010 | $1,0000 |
| 12. März 2009 | $1,0000 |
| 12. Juni 2008 | $2,0000 |
| 13. März 2008 | $2,0000 |
WTM Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial
- Starker Kauf 0 0,0%
- Kauf 0 0,0%
- Halten 3 37,5%
- Verkauf 4 50,0%
- Starker Verkauf 1 12,5%
Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum
| Zeitraum | EPS Actual | EPS est. | Überraschung |
|---|---|---|---|
| 30. Juni 2026 | $80.58 | $75.75 | 4.8% |
| 30. Juni 2025 | $47.75 | $57.57 | -9.8% |
| 31. März 2025 | $13.19 | $-14.14 | 27.3% |
| 31. Dezember 2024 | $-50.78 | $-33.33 | -17.4% |
| 30. September 2024 | $69.68 | $99.99 | -30.3% |
Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen
| Ticker | Marktkapitalisierung | P/E | Umsatz Vj. | Nettomarge | ROE | Bruttogewinnmarge |
|---|---|---|---|---|---|---|
| WTM | $5.15B | 4.8 | 66.8% | 29.6% | 22.3% | — |
| THG | — | 10.1 | 5.7% | 10.1% | 20.7% | — |
| FAF | $6.27B | 10.2 | 21.6% | 8.3% | 11.9% | — |
| RLI | $5.88B | 14.6 | 6.3% | 21.4% | 23.0% | — |
| MCY | $5.21B | 9.6 | 9.4% | 9.0% | 24.8% | — |
| SIGI | $5.03B | 11.2 | 9.8% | 8.7% | 13.9% | — |
| NP | — | -112.2 | 33.7% | 23.4% | -9.9% | — |
| LMND | $5.40B | -31.8 | 40.2% | -22.4% | -31.2% | — |
| PLMR | $3.57B | 18.8 | 58.2% | 22.5% | 22.0% | — |
| SKWD | $2.07B | 12.6 | 23.2% | 12.0% | 18.9% | — |
| SLDE | $2.42B | 5.8 | 36.5% | 38.4% | 57.4% | — |
Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow
Gewinn- und Verlustrechnung 13
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.73B | $2.24B | $2.17B | $1.16B | $614M | $896M | $893M | $369M | $374M | $158M | $440M | $1.41B | |
| Cost of Revenue | $152M | $30M | $40M | $99M | $69M | $11M | $48M | $249M | $139M | $102M | $94M | · | |
| SG&A Expense | $607M | $490M | $433M | $364M | $292M | $208M | $328M | $234M | $208M | $176M | $201M | $216M | |
| Interest Expense | $78M | $61M | $63M | $40M | $20M | · | · | · | · | · | · | · | |
| Interest Income | · | · | · | $126M | $85M | $132M | $81M | $62M | $58M | $34M | $15M | $72M | |
| Pretax Income | $1.33B | $317M | $565M | $-149M | $-274M | $660M | $405M | $-178M | $8M | $-147M | $129M | $-29M | |
| Income Tax | $127M | $33M | $-16M | $41M | $44M | $-15M | $29M | $-4M | $-8M | $-33M | $13M | $-15M | |
| Net Income | $1.11B | $230M | $509M | $793M | $-275M | $663M | $377M | $-191M | $593M | $409M | $277M | $290M | |
| EPS (Basic) | $430.14 | $89.79 | $198.60 | $276.96 | $-89.46 | $226.97 | $130.27 | $-41.76 | $146.06 | $80.11 | $50.20 | $51.13 | |
| EPS (Diluted) | $430.14 | $89.79 | $198.60 | $276.96 | $-89.46 | $226.97 | $130.27 | $-41.76 | $146.06 | $80.06 | $50.20 | $51.13 | |
| Shares (Basic) | 2,534,300 | 2,532,200 | 2,527,300 | 2,826,200 | 3,042,500 | 3,081,400 | 3,141,100 | 3,342,400 | 4,239,500 | 4,950,100 | 5,811,200 | 6,026,000 | |
| Shares (Diluted) | 2,534,300 | 2,532,200 | 2,527,300 | 2,826,200 | 3,042,500 | 3,081,400 | 3,141,100 | 3,342,400 | 4,239,500 | 4,953,300 | 5,811,200 | 6,026,000 | |
| EBITDA | $9M | $-6M | $-18M | $4M | $64M | · | · | $26M | $22M | $64M | $68M | $70M |
Bilanz 14
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | $161M | $110M | $97M | $80M | $78M | $146M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | $175M | $211M | $377M | |
| Goodwill | $614M | $439M | $169M | $176M | $142M | $526M | $395M | $380M | $26M | $26M | $19M | $24M | |
| Intangibles | $406M | $281M | $202M | $216M | $198M | $257M | $260M | $155M | $36M | $19M | $31M | $39M | |
| Total Assets | $12.31B | $9.93B | $8.39B | $7.39B | $7.00B | $4.83B | $3.98B | $3.36B | $3.66B | $6.52B | $10.28B | $10.46B | |
| Total Liabilities | $6.05B | $4.79B | $3.82B | $3.45B | $3.30B | $1.01B | $838M | $644M | $298M | $2.80B | $5.91B | $5.92B | |
| Long-term Debt | $837M | $562M | $565M | $575M | $421M | $376M | $284M | $193M | $24M | $13M | $338M | $343M | |
| Common Stock | $2M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $4M | $5M | $6M | $6M | |
| Paid-in Capital | $576M | $564M | $549M | $536M | $586M | $592M | · | · | · | · | · | · | |
| Retained Earnings | $4.85B | $3.92B | $3.69B | $3.21B | $2.96B | $3.31B | $2.67B | $2.26B | $2.82B | $2.78B | $3.08B | $3.01B | |
| AOCI | · | · | $-2M | $-4M | $2M | $-400.0K | $-7M | $-6M | · | $-5M | · | · | |
| Stockholders' Equity | $5.43B | $4.48B | $4.24B | $3.75B | $3.55B | $3.91B | $3.26B | $2.84B | $3.49B | $3.58B | $3.91B | $4.00B | |
| Liabilities + Equity | $12.31B | $9.93B | $8.39B | $7.39B | $7.00B | $4.83B | $3.98B | $3.36B | $3.66B | $6.52B | $10.28B | $10.46B | |
| Shares Outstanding | 2,479,677 | 2,568,148 | 2,560,452 | 2,572,156 | 3,017,772 | 3,102,011 | 3,185,353 | 3,173,115 | 3,750,171 | 4,563,814 | 5,623,735 | 5,986,214 |
Cashflow 16
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $9M | $-6M | $-18M | $4M | $22M | $10M | $30M | $26M | $22M | $20M | $4M | $35M | |
| Stock-based Comp | $18M | $16M | $15M | $14M | $15M | · | · | · | · | · | · | · | |
| Deferred Tax | $92M | $11M | $-47M | $13M | $35M | $-30M | $25M | $-8M | $-11M | $-12M | $11M | $-22M | |
| Amort. of Intangibles | $28M | $22M | $7M | $5M | $5M | $2M | $22M | $19M | $11M | $10M | $8M | $8M | |
| Other Non-cash | $-676M | $335M | $-56M | $-365M | $268M | · | · | $143M | $-510M | $-642M | $-176M | $-239M | |
| Operating Cash Flow | $550M | $587M | $404M | $365M | $39M | $-61M | $-120M | $-31M | $95M | $-155M | $182M | $119M | |
| Investing Cash Flow | $-667M | $-447M | $-544M | $116M | $-208M | $65M | $-60M | $459M | $718M | $1.28B | $11M | $48M | |
| Debt Issued | $295M | $37M | $12M | $214M | $402M | · | · | · | · | · | · | · | |
| Net Debt Issued | $277M | $-2M | $-13M | · | · | · | · | · | · | · | · | · | |
| Stock Issued | · | · | · | · | · | · | · | $0 | $0 | $4M | $0 | $0 | |
| Stock Repurchased | $203M | $8M | $33M | $616M | $108M | $85M | $0 | $512M | $715M | $881M | $269M | $128M | |
| Net Stock Activity | $-203M | $-8M | $-33M | $-616M | $-100M | · | · | $-512M | $-715M | $-878M | $-269M | $-128M | |
| Dividends Paid | $3M | $2M | $3M | $3M | $3M | $3M | $3M | $4M | $5M | $5M | $6M | $6M | |
| Financing Cash Flow | $36M | $4M | $7M | $-345M | $218M | $49M | $230M | $-414M | $-699M | $-948M | $-221M | $-130M | |
| Net Change in Cash | · | · | · | $107M | $63M | $14M | $51M | $13M | $16M | $2M | $-75M | $2M | |
| Taxes Paid | $31M | $34M | $43M | $10M | $-100.0K | $16M | $4M | $4M | $2M | $300.0K | $700.0K | $3M |
Rentabilität 5
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 29.6% | 10.3% | 23.5% | 61.5% | -34.1% | · | · | -51.9% | 158.7% | 30.9% | 15.4% | 11.6% | |
| Pretax Margin | 35.6% | 14.1% | 26.1% | -12.9% | -32.0% | · | · | -48.3% | 2.1% | -3.0% | 8.6% | 12.0% | |
| EBITDA Margin | 0.24% | -0.29% | -0.82% | 0.37% | 6.7% | · | · | 7.0% | 6.0% | 4.7% | 3.7% | 2.8% | |
| ROA | 10.0% | 2.5% | 6.5% | 9.9% | -5.4% | · | · | -5.5% | 11.7% | 5.0% | 2.7% | 2.6% | |
| ROE | 22.3% | 5.3% | 12.8% | 19.5% | -8.6% | · | · | -6.0% | 16.7% | 11.2% | 7.1% | 7.4% |
Effizienz 1
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.2 | 0.3 | 0.2 | 0.2 | · | · | 0.1 | 0.1 | 0.2 | 0.2 | 0.2 |
Wachstumsraten 10
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 66.8% | 3.4% | 87.1% | 88.5% | -31.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 47.8% | 53.9% | 34.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 33.1% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 379.1% | -54.8% | -28.3% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 15.8% | · | -4.3% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 13.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 380.2% | -54.8% | -35.8% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 11.8% | · | -8.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 10.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -4.1% | · | · | · | · | · | · | · | · | · | · | · |
Bewertung (TTM) 12
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.73B | $2.24B | $2.17B | $1.16B | $614M | $896M | $893M | $369M | $374M | $158M | $440M | $1.41B | |
| Net Income TTM | $1.11B | $230M | $509M | $793M | $-275M | $663M | $377M | $-191M | $593M | $409M | $277M | $290M | |
| Market Cap | $5.15B | $5.00B | $3.85B | $3.64B | $3.06B | · | · | $2.72B | $3.19B | $3.82B | $4.09B | $3.77B | |
| P/E | 4.8 | 21.7 | 7.6 | 5.1 | -11.3 | 4.4 | 8.6 | -20.5 | 5.8 | 10.4 | 14.5 | 12.3 | |
| P/S | 1.4 | 2.2 | 1.8 | 3.1 | 5.0 | · | · | 7.4 | 8.5 | 24.2 | 9.3 | 2.7 | |
| P/B | 0.9 | 1.1 | 0.9 | 1.0 | 0.9 | · | · | 1.0 | 0.9 | 1.1 | 1.0 | 0.9 | |
| P / Tangible Book | 1.2 | 1.3 | 1.0 | 1.1 | 1.0 | 1.0 | · | · | · | · | · | · | |
| P / Cash Flow | 9.4 | 8.5 | 9.5 | 10.0 | 79.3 | · | · | -87.5 | 33.7 | -24.6 | 23.3 | 31.8 | |
| Dividend Yield | 0.05% | 0.05% | 0.07% | 0.08% | 0.10% | · | · | 0.14% | 0.14% | 0.14% | 0.15% | 0.16% | |
| Earnings Yield | 20.7% | 4.6% | 13.2% | 19.6% | -8.8% | 22.7% | 11.7% | -4.9% | 17.2% | 9.6% | 6.9% | 8.1% | |
| Payout Ratio | 0.23% | 1.1% | 0.51% | 0.42% | -0.96% | · | · | -2.0% | 0.78% | 1.3% | 2.1% | 2.1% | |
| Annual Payout | $3M | $2M | $3M | $3M | $3M | $3M | $3M | $4M | $5M | $5M | $6M | $6M |
Gewinn- und Verlustrechnung 13
| 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $845M | $518M | $1.60B | $864M | $689M | $578M | $358M | $839M | $395M | $647M | $737M | $520M | $378M | $532M | $438M | $383M | |
| Cost of Revenue | $80M | $43M | $47M | $55M | $42M | $8M | $7M | $8M | $7M | $8M | $7M | $8M | $12M | $14M | $30M | $25M | |
| SG&A Expense | $143M | $145M | $196M | $177M | $132M | $96M | $120M | $122M | $122M | $125M | $134M | $100M | $103M | $96M | $107M | $86M | |
| Interest Expense | $20M | $19M | $22M | $20M | $19M | $18M | $14M | $17M | $15M | $15M | $18M | $16M | $14M | $15M | $13M | $10M | |
| Interest Income | · | · | · | · | · | · | · | $8M | · | · | · | · | $43M | $40M | · | $35M | |
| Pretax Income | $256M | $-26M | $901M | $179M | $176M | $72M | $-121M | $240M | $-35M | $233M | $328M | $21M | $17M | $199M | $129M | $-31M | |
| Income Tax | $25M | $800.0K | $87M | $17M | $13M | $10M | $4M | $12M | $6M | $11M | $-35M | $7M | $200.0K | $12M | $68M | $-7M | |
| Net Income | $200M | $-27M | $836M | $114M | $123M | $34M | $-130M | $179M | $-55M | $236M | $286M | $24M | $20M | $180M | $40M | $888M | |
| EPS (Basic) | $80.58 | $-12.59 | $325.02 | $44.18 | $47.75 | $13.19 | $-50.98 | $69.68 | $-21.24 | $92.33 | $111.93 | $9.19 | $7.65 | $69.83 | $15.73 | $306.93 | |
| EPS (Diluted) | $80.58 | $-12.59 | $325.02 | $44.18 | $47.75 | $13.19 | $-50.98 | $69.68 | $-21.24 | $92.33 | $111.93 | $9.19 | $7.65 | $69.83 | $15.73 | $306.93 | |
| Shares (Basic) | 2,407,600 | 2,447,300 | -5,090,300 | 2,542,300 | 2,541,400 | 2,540,900 | -5,063,400 | 2,532,700 | 2,531,800 | 2,531,100 | -5,059,200 | 2,522,900 | 2,524,800 | 2,538,800 | -5,946,600 | 2,855,500 | |
| Shares (Diluted) | 2,407,600 | 2,447,300 | -5,090,300 | 2,542,300 | 2,541,400 | 2,540,900 | -5,063,400 | 2,532,700 | 2,531,800 | 2,531,100 | -5,059,200 | 2,522,900 | 2,524,800 | 2,538,800 | -5,946,600 | 2,855,500 | |
| EBITDA | · | $5M | · | · | · | $1M | · | · | · | $-2M | · | · | · | $-2M | · | · |
Bilanz 12
| 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goodwill | $796M | $615M | $614M | $1.09B | $535M | $439M | $439M | $439M | $439M | $439M | $169M | $169M | $169M | $169M | $176M | $176M | |
| Intangibles | $388M | $396M | $406M | $301M | $271M | $276M | $281M | $286M | $292M | $297M | $202M | $203M | · | · | $216M | · | |
| Total Assets | $13.77B | $13.17B | $12.31B | $12.35B | $11.82B | $11.00B | $9.93B | $10.34B | $10.17B | $9.59B | · | $8.14B | $8.38B | $7.96B | · | $7.54B | |
| Total Liabilities | $7.51B | $6.99B | $6.05B | $6.63B | $6.48B | $5.87B | $4.79B | $5.08B | $5.29B | $4.70B | · | $3.98B | $4.25B | $3.87B | · | $3.68B | |
| Long-term Debt | $932M | $835M | $837M | $870M | $695M | $676M | $562M | $545M | $530M | $532M | · | $565M | $566M | $556M | · | $616M | |
| Common Stock | $2M | $2M | $2M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | · | $3M | $3M | $3M | · | $3M | |
| Paid-in Capital | $564M | $579M | $576M | $582M | $574M | $564M | $564M | $561M | $559M | $552M | · | $545M | $541M | $535M | · | $533M | |
| Retained Earnings | $4.82B | $4.79B | $4.85B | $4.18B | $4.07B | $3.94B | $3.92B | $4.05B | $3.86B | $3.92B | · | $3.40B | $3.38B | $3.37B | · | $3.18B | |
| AOCI | · | · | · | · | · | · | · | · | · | · | · | $-3M | $-2M | $-3M | · | $-3M | |
| Stockholders' Equity | $5.39B | $5.37B | $5.43B | $4.77B | $4.64B | $4.51B | $4.48B | $4.61B | $4.42B | $4.47B | · | $3.95B | $3.92B | $3.90B | · | $3.71B | |
| Liabilities + Equity | $13.77B | $13.17B | $12.31B | $12.35B | $11.82B | $11.00B | $9.93B | $10.34B | $10.17B | $9.59B | · | $8.14B | $8.38B | $7.96B | · | $7.54B | |
| Shares Outstanding | 2,386,721 | 2,476,670 | 2,479,677 | 2,575,161 | 2,575,136 | 2,573,726 | 2,568,148 | 2,568,148 | 2,568,283 | 2,565,733 | · | 2,560,452 | 2,560,452 | 2,564,484 | · | 2,576,232 |
Cashflow 15
| 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $9M | $5M | $6M | $2M | $-800.0K | $1M | $1M | $-3M | $-3M | $-2M | $-8M | $-5M | $-3M | $-2M | $-3M | $-1M | |
| Stock-based Comp | $5M | $4M | $5M | $5M | $5M | $4M | $4M | $4M | $4M | $3M | $4M | $4M | $4M | $3M | $4M | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | $-900.0K | $-4M | $-9M | $18M | |
| Amort. of Intangibles | $9M | $10M | $10M | $8M | $5M | $5M | $5M | $5M | $6M | $6M | $2M | $2M | $3M | $2M | $-7M | $1M | |
| Other Non-cash | · | $49M | · | · | · | $-79M | · | · | · | $-201M | · | · | · | $-88M | · | · | |
| Operating Cash Flow | $-56M | $30M | $54M | $359M | $178M | $-40M | $64M | $269M | $217M | $36M | $24M | $223M | $71M | $86M | $208M | $117M | |
| Investing Cash Flow | $143M | $-30M | $-215M | $-295M | $-164M | $7M | $-163M | $-190M | $-195M | $101M | $-89M | $-232M | $-126M | $-97M | $-152M | $234M | |
| Debt Issued | $252M | $6M | $82M | $81M | $15M | $116M | $21M | $16M | $0 | $0 | $200.0K | $200.0K | · | · | $2M | · | |
| Net Debt Issued | · | $-2M | · | · | · | $115M | · | · | · | $-33M | · | · | · | · | · | · | |
| Stock Repurchased | $191M | $26M | $193M | $0 | $0 | $10M | $-200.0K | $0 | $0 | $8M | $0 | $0 | $7M | $25M | $5M | $509M | |
| Net Stock Activity | · | $-26M | · | · | · | $-10M | · | · | · | $-8M | · | · | · | $-25M | · | · | |
| Dividends Paid | $0 | $2M | $0 | $0 | $0 | $3M | $0 | $0 | $0 | $2M | $0 | $0 | $0 | $3M | $0 | $0 | |
| Financing Cash Flow | $-97M | $-49M | $-128M | $72M | $12M | $78M | $20M | $11M | $8M | $-34M | $24M | $18M | $7M | $-41M | $-47M | $-488M | |
| Net Change in Cash | · | · | · | · | · | · | · | · | · | · | · | · | $-48M | $-52M | · | $-138M | |
| Taxes Paid | $11M | $4M | $9M | $4M | $14M | $4M | $15M | $5M | $9M | $5M | $13M | $2M | $10M | $18M | $7M | $-600.0K |
Rentabilität 5
| 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 23.6% | -5.2% | · | 13.2% | 17.8% | 5.9% | · | 21.3% | -13.8% | 36.5% | · | 4.5% | 5.2% | 33.8% | · | 231.8% | |
| Pretax Margin | 30.3% | -4.9% | · | 20.7% | 25.6% | 12.5% | · | 28.5% | -8.8% | 35.9% | · | 4.1% | 4.6% | 37.4% | · | -8.1% | |
| EBITDA Margin | · | 0.93% | · | · | · | 0.19% | · | · | · | -0.32% | · | · | · | -0.45% | · | · | |
| ROA | 1.6% | -0.23% | · | 1.0% | 1.1% | 0.33% | · | 1.9% | -0.59% | 2.7% | · | 0.30% | 0.24% | 2.3% | · | 12.1% | |
| ROE | 4.0% | -0.55% | · | 2.4% | 2.7% | 0.76% | · | 4.2% | -1.3% | 5.7% | · | 0.62% | 0.54% | 4.8% | · | 24.6% |
Effizienz 1
| 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.0 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.0 | 0.1 | · | 0.1 | 0.0 | 0.1 | · | 0.1 |
Bewertung (TTM) 10
| 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 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.92B | $2.65B | · | $2.97B | $2.50B | $2.46B | · | $2.40B | $1.94B | $2.08B | · | $1.81B | $1.37B | $1.25B | · | $628M | |
| Net Income TTM | $409M | $243M | · | $450M | $281M | $395M | · | $384M | $225M | $459M | · | $1.11B | $918M | $932M | · | $381M | |
| Market Cap | $4.95B | $5.44B | · | $4.30B | $4.62B | $4.96B | · | $4.36B | $4.67B | $4.60B | · | $3.83B | $3.56B | $3.53B | · | $3.36B | |
| P/E | 13.0 | 23.7 | · | 9.6 | 16.4 | 12.5 | · | 11.3 | 20.7 | 10.0 | · | 3.8 | 4.2 | 4.2 | · | 9.2 | |
| P/S | 1.7 | 2.1 | · | 1.4 | 1.8 | 2.0 | · | 1.8 | 2.4 | 2.2 | · | 2.1 | 2.6 | 2.8 | · | 5.3 | |
| P/B | 0.9 | 1.0 | · | 0.9 | 1.0 | 1.1 | · | 0.9 | 1.1 | 1.0 | · | 1.0 | 0.9 | 0.9 | · | 0.9 | |
| P / Tangible Book | 1.2 | 1.2 | · | 1.3 | 1.2 | 1.3 | · | 1.1 | 1.3 | 1.2 | · | 1.1 | 0.9 | 0.9 | · | 1.0 | |
| P / Cash Flow | · | 178.4 | · | · | · | -123.3 | · | · | · | 126.1 | · | · | · | 41.3 | · | · | |
| Earnings Yield | 7.7% | 4.2% | · | 10.5% | 6.1% | 8.0% | · | 8.8% | 4.8% | 10.0% | · | 26.3% | 23.6% | 24.0% | · | 10.8% | |
| Payout Ratio | · | -8.8% | · | · | · | 7.7% | · | · | · | 1.1% | · | · | · | 1.5% | · | · |
Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre
Gewinn- und Verlustrechnung
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Umsatz | $3.73B | $2.24B | $2.17B | $1.16B | $614M |
| Nettoergebnis | $1.11B | $230M | $509M | $793M | $-275M |
| Verwässerte EPS | $430.14 | $89.79 | $198.60 | $276.96 | $-89.46 |
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Institutionelle Eigentümer (13F) 375 Einreicher · $3.5B 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.
| Neue Positionen | Geschlossene Positionen | Erhöht | Abgenommen | Nettoveränderung der Aktien |
|---|---|---|---|---|
| 42 (-4 vs. Vorquartal) | 40 (+14 vs. Vorquartal) | 91 (-19 vs. Vorquartal) | 132 (+27 vs. Vorquartal) | +221K |
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 |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $315.302.491 | 152.071 | 9,04% | Aktien |
| NEUBERGER BERMAN GROUP LLC | $245.074.723 | 118.200 | 7,03% | Aktien |
| River Road Asset Management, LLC | $240.264.433 | 115.880 | 6,89% | Aktien |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $232.155.405 | 111.969 | 6,66% | Aktien |
| VANGUARD CAPITAL MANAGEMENT LLC | $222.845.884 | 107.479 | 6,39% | Aktien |
| FULLER & THALER ASSET MANAGEMENT, INC. | $211.260.919 | 101.892 | 6,06% | Aktien |
| COOKE & BIELER LP | $176.486.957 | 85.120 | 5,06% | Aktien |
| Wallace Capital Management Inc. | $166.009.833 | 80.067 | 4,76% | Aktien |
| FIDUCIARY MANAGEMENT INC /WI/ | $137.984.104 | 66.550 | 3,96% | Aktien |
| LONDON CO OF VIRGINIA | $112.075.761 | 54.025 | 3,21% | Aktien |
| STATE STREET CORP | $104.202.361 | 50.257 | 2,99% | Aktien |
| REINHART PARTNERS, LLC. | $92.265.213 | 44.480 | 2,65% | Aktien |
| GEODE CAPITAL MANAGEMENT, LLC | $88.742.626 | 42.789 | 2,55% | Aktien |
| GENDELL JEFFREY L | $85.971.043 | 41.464 | 2,47% | Aktien |
| AMERICAN CENTURY COMPANIES INC | $64.499.016 | 31.108 | 1,85% | Aktien |
| NORGES BANK | $57.963.691 | 27.956 | 1,66% | Aktien |
| Cannell & Spears LLC | $57.177.034 | 27.577 | 1,64% | Aktien |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $48.735.032 | 23.505 | 1,40% | Aktien |
| Mraz, Amerine & Associates, Inc. | $46.066.975 | 22.218 | 1,32% | Aktien |
| Gotham Asset Management, LLC | $37.196.617 | 17.940 | 1,07% | Aktien |
| JANE STREET GROUP, LLC | $34.849.539 | 16.808 | 1,00% | Aktien |
| VANGUARD FIDUCIARY TRUST CO | $31.762.261 | 15.319 | 0,91% | Aktien |
| Boussard & Gavaudan Investment Management LLP | $30.968.600 | 13.975 | 0,89% | Aktien |
| ENVESTNET ASSET MANAGEMENT INC | $28.691.176 | 13.838 | 0,82% | Aktien |
| Quantinno Capital Management LP | $26.174.512 | 12.624 | 0,75% | Aktien |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | $25.544.165 | 12.320 | 0,73% | Aktien |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $25.307.802 | 12.206 | 0,73% | Aktien |
| WELLINGTON MANAGEMENT GROUP LLP | $24.617.359 | 11.873 | 0,71% | Aktien |
| VICTORY CAPITAL MANAGEMENT INC | $22.152.098 | 10.684 | 0,64% | Aktien |
| FIRST TRUST ADVISORS LP | $21.986.231 | 10.604 | 0,63% | Aktien |
| Qube Research & Technologies Ltd | $20.055.901 | 9.673 | 0,58% | Aktien |
| RAYMOND JAMES FINANCIAL INC | $19.321.955 | 9.319 | 0,55% | Aktien |
| SPEECE THORSON CAPITAL GROUP INC | $19.106.000 | 9.215 | 0,55% | Aktien |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $15.102.573 | 7.284 | 0,43% | Aktien |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14.074.171 | 6.788 | 0,40% | Aktien |
| ROYCE & ASSOCIATES LP | $14.059.658 | 6.781 | 0,40% | Aktien |
| Edgestream Partners, L.P. | $13.638.759 | 6.578 | 0,39% | Aktien |
| GOLDMAN SACHS GROUP INC | $13.532.919 | 6.527 | 0,39% | Aktien |
| California Public Employees Retirement System | $10.881.151 | 5.248 | 0,31% | Aktien |
| Williams Jones Wealth Management, LLC. | $10.767.114 | 5.193 | 0,31% | Aktien |
| Swiss National Bank | $10.006.180 | 4.826 | 0,29% | Aktien |
| WINMILL & CO. INC | $9.952.272 | 4.800 | 0,29% | Aktien |
| BANK OF AMERICA CORP /DE/ | $8.843.008 | 4.265 | 0,25% | Aktien |
| Phocas Financial Corp. | $8.455.284 | 4.078 | 0,24% | Aktien |
| RHUMBLINE ADVISERS | $8.082.034 | 3.898 | 0,23% | Aktien |
| LEE DANNER & BASS INC | $6.744.738 | 3.253 | 0,19% | Aktien |
| Brandywine Global Investment Management, LLC | $6.703.725 | 3.226 | 0,19% | Aktien |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $6.342.624 | 2.887 | 0,18% | Aktien |
| FRANKLIN RESOURCES INC | $6.066.739 | 2.926 | 0,17% | Aktien |
| AMERIPRISE FINANCIAL INC | $5.778.538 | 2.787 | 0,17% | Aktien |
| BlackRock, Inc. | $5.436.429 | 2.622 | 0,16% | Aktien |
| NEW YORK STATE COMMON RETIREMENT FUND | $5.249.823 | 2.532 | 0,15% | Aktien |
| Triad Investment Management | $5.122.932 | 2.471 | 0,15% | Aktien |
| VANGUARD ASSET MANAGEMENT, Ltd | $4.959.549 | 2.392 | 0,14% | Aktien |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $4.874.540 | 2.351 | 0,14% | Aktien |
| VANGUARD GROUP INC | $4.712.972 | 2.268 | 0,14% | Aktien |
| Robeco Institutional Asset Management B.V. | $4.528.284 | 2.184 | 0,13% | Aktien |
| Regency Capital Management Inc.\DE | $4.449.495 | 2.146 | 0,13% | Aktien |
| DAVENPORT & Co LLC | $4.401.807 | 2.123 | 0,13% | Aktien |
| UBS Group AG | $4.267.037 | 2.058 | 0,12% | Aktien |
| Russell Investments Group, Ltd. | $4.204.834 | 2.028 | 0,12% | Aktien |
| PARSONS CAPITAL MANAGEMENT INC/RI | $3.912.487 | 1.887 | 0,11% | Aktien |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | $3.879.313 | 1.871 | 0,11% | Aktien |
| Lighthouse Investment Partners, LLC | $3.873.093 | 1.868 | 0,11% | Aktien |
| Atlantic Union Bankshares Corp | $3.659.533 | 1.765 | 0,10% | Aktien |
| MML INVESTORS SERVICES, LLC | $3.609.702 | 1.741 | 0,10% | Aktien |
| XTX Topco Ltd | $3.408.653 | 1.644 | 0,10% | Aktien |
| Focus Partners Wealth | $3.219.979 | 1.553 | 0,09% | Aktien |
| ExodusPoint Capital Management, LP | $2.991.902 | 1.443 | 0,09% | Aktien |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.913.169 | 1.326 | 0,08% | Aktien |
| OPPENHEIMER ASSET MANAGEMENT INC. | $2.811.517 | 1.356 | 0,08% | Aktien |
| LPL Financial LLC | $2.733.313 | 1.318 | 0,08% | Aktien |
| HighTower Advisors, LLC | $2.728.587 | 1.316 | 0,08% | Aktien |
| DIVERSIFIED MANAGEMENT INC | $2.544.080 | 1.158 | 0,07% | Aktien |
| WCM INVESTMENT MANAGEMENT, LLC | $2.502.855 | 1.197 | 0,07% | Aktien |
| STIFEL FINANCIAL CORP | $2.478.942 | 1.195 | 0,07% | Aktien |
| JANUS HENDERSON GROUP PLC | $2.461.919 | 1.123 | 0,07% | Aktien |
| 1834 INVESTMENT ADVISORS CO | $2.438.838 | 1.176 | 0,07% | Aktien |
| BNP PARIBAS FINANCIAL MARKETS | $2.423.793 | 1.169 | 0,07% | Aktien |
| Midwest Professional Planners, LTD. | $2.413.426 | 1.164 | 0,07% | Aktien |
| PECAUT & CO. | $2.367.811 | 1.142 | 0,07% | Aktien |
| Walleye Capital LLC | $2.342.931 | 1.130 | 0,07% | Aktien |
| Police & Firemen's Retirement System of New Jersey | $2.305.610 | 1.112 | 0,07% | Aktien |
| LEUTHOLD GROUP, LLC | $2.289.023 | 1.104 | 0,07% | Aktien |
| Autumn Glory Partners, LLC | $2.239.261 | 1.080 | 0,06% | Aktien |
| MERCER GLOBAL ADVISORS INC /ADV | $2.187.597 | 1.055 | 0,06% | Aktien |
| ALLIANCEBERNSTEIN L.P. | $2.073.930 | 944 | 0,06% | Aktien |
| NORTHERN TRUST CORP | $2.015.335 | 972 | 0,06% | Aktien |
| Vanguard Global Advisers, LLC | $1.948.987 | 940 | 0,06% | Aktien |
| CAPTRUST FINANCIAL ADVISORS | $1.922.033 | 927 | 0,06% | Aktien |
| BRAVE ASSET MANAGEMENT INC | $1.915.812 | 924 | 0,05% | Aktien |
| State of New Jersey Common Pension Fund D | $1.895.078 | 914 | 0,05% | Aktien |
| Squarepoint Ops LLC | $1.876.418 | 905 | 0,05% | Aktien |
| Cove Street Capital, LLC | $1.810.256 | 1.083 | 0,05% | Aktien |
| Ethic Inc. | $1.783.130 | 860 | 0,05% | Aktien |
| Quadrature Capital Ltd | $1.781.042 | 859 | 0,05% | Aktien |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1.764.455 | 851 | 0,05% | Aktien |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.743.721 | 841 | 0,05% | Aktien |
| SEI INVESTMENTS CO | $1.733.150 | 836 | 0,05% | Aktien |
| Summit Trail Advisors, LLC | $1.693.960 | 817 | 0,05% | Aktien |
Unternehmensinsider 41 Insider · 7 Führungskräfte · 15 Direktoren
| Insider | Rolle | Letzte Aktivität | Gehaltene Aktien | Käufe 12m | Verkäufe 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Liam P Caffrey | Chief Executive Officer | 25. Februar 2026 A | 3.650 | 0 | 0 | $0 |
| George Manning Rountree | Chief Executive Officer | 19. Dezember 2025 S | 13.809 | 0 | 1 | $-10.250.000 |
| CAVOORES JOHN PAUL | Pres & CEO, OneBeacon | 24. März 2004 A | — | 0 | 0 | $0 |
| Michael A Papamichael | Chief Financial Officer | 25. Februar 2026 A | 1.200 | 0 | 0 | $0 |
| Giles E Harrison | President | 25. Februar 2026 A | 2.675 | 0 | 0 | $0 |
| SEELIG ROBERT LAWRENCE | EVP & General Counsel | 19. März 2026 G | 17.857 | 0 | 0 | $0 |
| Michaela Hildreth | MD & Chief Accounting Officer | 25. Februar 2026 A | 1.825 | 0 | 0 | $0 |
| John Chu | Direktor | 21. Mai 2026 A | 335 | 0 | 0 | $0 |
| Margaret Dillon | Direktor | 21. Mai 2026 A | 1.080 | 0 | 0 | $0 |
| Philip A Gelston | Direktor | 21. Mai 2026 A | 1.703 | 0 | 1 | $-338.004 |
| Suzanne F. Shank | Direktor | 21. Mai 2026 A | 1.006 | 0 | 0 | $0 |
| Peter M Carlson | Direktor | 21. Mai 2026 A | 852 | 0 | 0 | $0 |
| Reid Tarlton Campbell | Direktor | 21. Mai 2026 A | 10.575 | 0 | 1 | $-10.250.000 |
| David Allen Tanner | Direktor | 21. Mai 2026 A | 2.014 | 0 | 0 | $0 |
| Mary C Choksi | Direktor | 21. Mai 2026 A | 1.993 | 0 | 0 | $0 |
| Weston M Hicks | Direktor | 21. Mai 2026 A | 2.936 | 0 | 0 | $0 |
| Steven Yi | Direktor | 22. Mai 2025 A | 525 | 0 | 0 | $0 |
| Morgan W Davis | Direktor | 28. Dezember 2022 G | 6.709 | 0 | 0 | $0 |
| KEMP KARL THOMAS | Direktor | 24. März 2004 A | 60.314 | 0 | 0 | $0 |
| BYRNE MARK JAMES | Direktor | 16. Oktober 2003 P | 222.156 | 0 | 0 | $0 |
| White Mountains Insurance Group, Ltd. | 10%-Eigentümer | 28. September 2017 D | 0 | 0 | 0 | $0 |
| BARRETTE RAYMOND JOSEPH RENE | — | 5. Mai 2016 M | 31.452 | 0 | 0 | $0 |
| David Linker | — | 25. Februar 2016 A | 4.250 | 0 | 0 | $0 |
| FOY DAVID THOMAS | — | 25. Februar 2016 A | 8.400 | 0 | 0 | $0 |
| PALMER JESS BRIAN | — | 25. Februar 2016 A | 1.910 | 0 | 0 | $0 |
| Kernan V Oberting | — | 1. Januar 2016 F | 2.134 | 0 | 0 | $0 |
| Gary Charles Tolman | — | 8. Juni 2015 A | 1.072 | 0 | 0 | $0 |
| Yves Brouillette | — | 27. Mai 2015 A | 5.806 | 0 | 0 | $0 |
| Angelo Michael Frinquelli | — | 27. Mai 2015 A | 1.141 | 0 | 0 | $0 |
| Lowndes Andrew Smith | — | 27. Mai 2015 A | 2.402 | 0 | 0 | $0 |
| Edith E Holiday | — | 27. Mai 2015 A | 1.602 | 0 | 0 | $0 |
| Allan Lewis Waters | — | 25. Februar 2015 A | 3.735 | 0 | 0 | $0 |
| GILLESPIE JOHN DAVIES | — | 23. Mai 2013 A | 2.825 | 0 | 0 | $0 |
| CLARK HOWARD LONGSTRETH JR | — | 23. Mai 2013 A | 1.170 | 0 | 0 | $0 |
| BYRNE JOHN JOSEPH | — | 11. Juli 2012 D | 635.896 | 0 | 0 | $0 |
| COCHRAN ROBERT PHILLIPS | — | 26. Mai 2011 A | 8.045 | 0 | 0 | $0 |
| GILLESPIE GEORGE JOSEPH III | — | 26. Mai 2010 A | 1.400 | 0 | 0 | $0 |
| Robert R Lusardi | — | 25. März 2009 A | — | 0 | 0 | $0 |
| Bruce R. Berkowitz | — | 11. September 2008 G | 0 | 0 | 0 | $0 |
| CHOKEL CHARLES BERGEN | — | 25. Juni 2008 A | 1.600 | 0 | 0 | $0 |
| FASS STEVE ELLIOTT | — | 25. Februar 2007 F | 5.535 | 0 | 0 | $0 |
Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten
Aktivisten & 5%+-Eigentümer 3 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 |
|---|---|---|---|---|---|
| Raymond Barrette 2) ×2 Einreichungen | 20. Januar 2012 | — | Erste Einreichung | — | SEC |
| Raymond Barrette | 6. Februar 2009 | — | Erste Einreichung | — | SEC |
| White Mountains Insurance Group, Ltd., White Mountains Holdings Bermuda, Ltd., White Mountains Advisors, LLC ×5 Einreichungen | 1. Mai 2007 | — | 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 47 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 |
|---|---|---|---|---|
| SMMV · iShares Trust | 0,78% | 1.052 SH | 8. August 2026 | Täglich |
| IAK · iShares Trust | 0,57% | 1.474 SH | 8. August 2026 | Täglich |
| DFSV · Dimensional ETF Trust | 0,37% | 12.439 NS | 30. April 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,28% | 17.274 NS | 30. April 2026 | N-PORT |
| VFMV · VANGUARD WELLINGTON FUND | 0,19% | 393 SH | 8. August 2026 | Täglich |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,19% | 24.591 NS | 31. Mai 2026 | N-PORT |
| ISCG · iShares Trust | 0,16% | 755 SH | 8. August 2026 | Täglich |
| SMLF · iShares Trust | 0,15% | 2.961 SH | 8. August 2026 | Täglich |
| DFAS · Dimensional ETF Trust | 0,12% | 7.480 NS | 30. April 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,10% | 34.243 SH | 8. August 2026 | Täglich |
| VFVA · VANGUARD WELLINGTON FUND | 0,08% | 344 SH | 8. August 2026 | Täglich |
| IYF · iShares Trust | 0,08% | 1.632 SH | 8. August 2026 | Täglich |
| ISCB · iShares Trust | 0,08% | 103 SH | 8. August 2026 | Täglich |
| SMMD · iShares Trust | 0,07% | 1.271 SH | 8. August 2026 | Täglich |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 254 SH | 8. August 2026 | Täglich |
| VXF · VANGUARD INDEX FUNDS | 0,06% | 28.068 SH | 8. August 2026 | Täglich |
| VB · VANGUARD INDEX FUNDS | 0,06% | 53.952 SH | 8. August 2026 | Täglich |
| VFH · VANGUARD WORLD FUND | 0,06% | 3.916 SH | 8. August 2026 | Täglich |
| WSML · iShares Trust | 0,05% | 159 SH | 8. August 2026 | Täglich |
| IWS · iShares Trust | 0,05% | 3.690 SH | 8. August 2026 | Täglich |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,04% | 94 NS | 31. Mai 2026 | N-PORT |
| IWR · iShares Trust | 0,04% | 9.843 SH | 8. August 2026 | Täglich |
| DFUV · Dimensional ETF Trust | 0,03% | 1.963 NS | 30. April 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,03% | 107 NS | 31. Mai 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,03% | 5.391 NS | 30. April 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,03% | 581 SH | 8. August 2026 | Täglich |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,03% | 31 NS | 31. Mai 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 187 NS | 30. April 2026 | N-PORT |
| AVIE · AMERICAN CENTURY ETF TRUST | 0,02% | 1 NS | 31. Mai 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 33 NS | 30. April 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,02% | 220 NS | 30. April 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,02% | 741 SH | 8. August 2026 | Täglich |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,02% | 968 NS | 31. Mai 2026 | N-PORT |
| IWD · iShares Trust | 0,01% | 5.333 SH | 8. August 2026 | Täglich |
| DFAU · Dimensional ETF Trust | 0,01% | 586 NS | 30. April 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 74.668 SH | 8. August 2026 | Täglich |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 395 SH | 8. August 2026 | Täglich |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 1.450 SH | 8. August 2026 | Täglich |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 202 SH | 8. August 2026 | Täglich |
| ESGV · VANGUARD WORLD FUND | 0,01% | 547 SH | 8. August 2026 | Täglich |
| DFUS · Dimensional ETF Trust | 0,01% | 745 NS | 30. April 2026 | N-PORT |
| IWB · iShares Trust | 0,01% | 1.659 SH | 8. August 2026 | Täglich |
| IYY · iShares Trust | 0,01% | 102 SH | 8. August 2026 | Täglich |
| IWV · iShares Trust | 0,01% | 665 SH | 8. August 2026 | Täglich |
| ITOT · iShares Trust | 0,01% | 2.996 SH | 8. August 2026 | Täglich |
| MSLC · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 91 NS | 31. Mai 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 1.853 SH | 8. August 2026 | Täglich |