WTM White Mountains Insurance Group, Ltd. Common Stock

NYSE · Insurance · Auf SEC EDGAR ansehen ↗
$2135,84
Kurs · Aug 19, 2026
Fundamentaldaten per Aug 6, 2026

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 ↗

Wikidata ↗

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

Kurs
$2135.84
Marktkapitalisierung
$5.30B
P/E (TTM)
5.0
EPS (TTM)
$430.14
Umsatz (TTM)
$3.73B
Dividendenrendite
0.05%
ROE
22.3%
Verschuldungsgrad
52W-Spanne
$1648 – $2333

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

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

Umsatz & Nettoergebnis $3.73B
9-point trend, +899.2%
2017-12-31 2025-12-31
EPS $430.14
9-point trend, +194.5%
2017-12-31 2025-12-31
Freier Cashflow
Margen 29.6%

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

Kennzahl
5-Jahres-Trend
WTM
Peer-Median
P/E (TTM)
5-point trend, +142.6%
5.0
10.9
P/S (TTM) (K/V (TTM))
5-point trend, -72.3%
1.4
1.3
P/B (K/B)
5-point trend, +10.1%
1.0
2.0

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

Kennzahl
5-Jahres-Trend
WTM
Peer-Median
Net Profit Margin (Nettogewinnmarge)
5-point trend, +186.9%
29.6%
11.8%
ROA
5-point trend, +282.9%
10.0%
6.3%
ROE
5-point trend, +358.4%
22.3%
20.7%

Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke

Kennzahl
5-Jahres-Trend
WTM
Peer-Median

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

Kennzahl
5-Jahres-Trend
WTM
Peer-Median
Revenue YoY (Umsatz YoY)
5-point trend, +507.9%
66.8%
Revenue CAGR 3Y (Umsatz CAGR 3J)
5-point trend, +507.9%
47.8%
Revenue CAGR 5Y (Umsatz CAGR 5J)
5-point trend, +507.9%
33.1%
EPS YoY (EPS VjV)
5-point trend, +580.8%
379.1%
Net Income YoY (Nettogewinn YoY)
5-point trend, +501.7%
380.2%

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

Kennzahl
5-Jahres-Trend
WTM
Peer-Median
EPS (Diluted) (EPS (Verwässert))
5-point trend, +580.8%
$430.14

Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag

Kennzahl
5-Jahres-Trend
WTM
Peer-Median
Payout Ratio (Ausschüttungsquote)
5-point trend, +124.0%
0.23%

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

Dividendenrendite
0.05%
Ausschüttungsquote
0.23%
5J Div CAGR
Ex-DatumBetrag
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

VERKAUF 8 Analysten
  • 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

Durchschn. Überraschung
-5.1%
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
Jährliche Gewinn- und Verlustrechnung-Daten für WTM
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +164.7% $3.73B $2.24B $2.17B $1.16B $614M $896M $893M $369M $374M $158M $440M $1.41B
Cost of Revenue 11-point trend, +62.2% $152M $30M $40M $99M $69M $11M $48M $249M $139M $102M $94M ·
SG&A Expense 12-point trend, +180.2% $607M $490M $433M $364M $292M $208M $328M $234M $208M $176M $201M $216M
Interest Expense 5-point trend, +282.4% $78M $61M $63M $40M $20M · · · · · · ·
Interest Income 9-point trend, +74.7% · · · $126M $85M $132M $81M $62M $58M $34M $15M $72M
Pretax Income 12-point trend, +4619.4% $1.33B $317M $565M $-149M $-274M $660M $405M $-178M $8M $-147M $129M $-29M
Income Tax 12-point trend, +957.4% $127M $33M $-16M $41M $44M $-15M $29M $-4M $-8M $-33M $13M $-15M
Net Income 12-point trend, +281.5% $1.11B $230M $509M $793M $-275M $663M $377M $-191M $593M $409M $277M $290M
EPS (Basic) 12-point trend, +741.3% $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) 12-point trend, +741.3% $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) 12-point trend, -57.9% 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) 12-point trend, -57.9% 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 10-point trend, -87.1% $9M $-6M $-18M $4M $64M · · $26M $22M $64M $68M $70M
Bilanz 14
Jährliche Bilanz-Daten für WTM
Kennzahl Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 6-point trend, +10.5% · · · · · · $161M $110M $97M $80M $78M $146M
Short-term Investments 3-point trend, -53.6% · · · · · · · · · $175M $211M $377M
Goodwill 12-point trend, +2480.3% $614M $439M $169M $176M $142M $526M $395M $380M $26M $26M $19M $24M
Intangibles 12-point trend, +949.4% $406M $281M $202M $216M $198M $257M $260M $155M $36M $19M $31M $39M
Total Assets 12-point trend, +17.7% $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 12-point trend, +2.3% $6.05B $4.79B $3.82B $3.45B $3.30B $1.01B $838M $644M $298M $2.80B $5.91B $5.92B
Long-term Debt 12-point trend, +144.0% $837M $562M $565M $575M $421M $376M $284M $193M $24M $13M $338M $343M
Common Stock 12-point trend, -58.3% $2M $3M $3M $3M $3M $3M $3M $3M $4M $5M $6M $6M
Paid-in Capital 6-point trend, -2.6% $576M $564M $549M $536M $586M $592M · · · · · ·
Retained Earnings 12-point trend, +61.0% $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 7-point trend, +65.2% · · $-2M $-4M $2M $-400.0K $-7M $-6M · $-5M · ·
Stockholders' Equity 12-point trend, +35.8% $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-point trend, +17.7% $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 12-point trend, -58.6% 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
Jährliche Cashflow-Daten für WTM
Kennzahl Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, -74.5% $9M $-6M $-18M $4M $22M $10M $30M $26M $22M $20M $4M $35M
Stock-based Comp 5-point trend, +25.9% $18M $16M $15M $14M $15M · · · · · · ·
Deferred Tax 12-point trend, +509.3% $92M $11M $-47M $13M $35M $-30M $25M $-8M $-11M $-12M $11M $-22M
Amort. of Intangibles 12-point trend, +242.2% $28M $22M $7M $5M $5M $2M $22M $19M $11M $10M $8M $8M
Other Non-cash 10-point trend, -182.9% $-676M $335M $-56M $-365M $268M · · $143M $-510M $-642M $-176M $-239M
Operating Cash Flow 12-point trend, +363.4% $550M $587M $404M $365M $39M $-61M $-120M $-31M $95M $-155M $182M $119M
Investing Cash Flow 12-point trend, -1492.3% $-667M $-447M $-544M $116M $-208M $65M $-60M $459M $718M $1.28B $11M $48M
Debt Issued 5-point trend, -26.6% $295M $37M $12M $214M $402M · · · · · · ·
Net Debt Issued 3-point trend, +2184.2% $277M $-2M $-13M · · · · · · · · ·
Stock Issued 5-point trend, +0.00 · · · · · · · $0 $0 $4M $0 $0
Stock Repurchased 12-point trend, +58.0% $203M $8M $33M $616M $108M $85M $0 $512M $715M $881M $269M $128M
Net Stock Activity 10-point trend, -58.0% $-203M $-8M $-33M $-616M $-100M · · $-512M $-715M $-878M $-269M $-128M
Dividends Paid 12-point trend, -58.1% $3M $2M $3M $3M $3M $3M $3M $4M $5M $5M $6M $6M
Financing Cash Flow 12-point trend, +127.5% $36M $4M $7M $-345M $218M $49M $230M $-414M $-699M $-948M $-221M $-130M
Net Change in Cash 9-point trend, +7053.3% · · · $107M $63M $14M $51M $13M $16M $2M $-75M $2M
Taxes Paid 12-point trend, +1037.0% $31M $34M $43M $10M $-100.0K $16M $4M $4M $2M $300.0K $700.0K $3M
Rentabilität 5
Jährliche Rentabilität-Daten für WTM
Kennzahl Trend 202520242023202220212020201920182017201620152014
Net Margin 10-point trend, +155.8% 29.6% 10.3% 23.5% 61.5% -34.1% · · -51.9% 158.7% 30.9% 15.4% 11.6%
Pretax Margin 10-point trend, +195.9% 35.6% 14.1% 26.1% -12.9% -32.0% · · -48.3% 2.1% -3.0% 8.6% 12.0%
EBITDA Margin 10-point trend, -91.4% 0.24% -0.29% -0.82% 0.37% 6.7% · · 7.0% 6.0% 4.7% 3.7% 2.8%
ROA 10-point trend, +287.2% 10.0% 2.5% 6.5% 9.9% -5.4% · · -5.5% 11.7% 5.0% 2.7% 2.6%
ROE 10-point trend, +203.4% 22.3% 5.3% 12.8% 19.5% -8.6% · · -6.0% 16.7% 11.2% 7.1% 7.4%
Effizienz 1
Jährliche Effizienz-Daten für WTM
Kennzahl Trend 202520242023202220212020201920182017201620152014
Asset Turnover 10-point trend, +51.3% 0.3 0.2 0.3 0.2 0.2 · · 0.1 0.1 0.2 0.2 0.2
Pro Aktie 7
Jährliche Pro Aktie-Daten für WTM
Kennzahl Trend 202520242023202220212020201920182017201620152014
Book Value / Share 10-point trend, +227.7% $2187.95 $1745.89 $1656.15 $1456.72 $1175.73 · · $896.00 $931.29 $789.54 $695.84 $667.63
Revenue / Share 10-point trend, +253.8% $1473.78 $884.53 $857.32 $409.70 $310.53 · · $110.43 $88.17 $274.71 $311.23 $416.56
Cash Flow / Share 10-point trend, +1001.8% $217.22 $231.74 $159.89 $129.15 $12.69 · · $-9.30 $22.31 $-31.35 $30.23 $19.71
Cash / Share 5-point trend, -40.5% · · · · · · · $34.76 $25.89 $32.82 $30.85 $58.38
Dividend / Share Flat — no change across 12 periods $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1
Dividend Paid / Share Flat — no change across 12 periods $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1
EPS (TTM) 12-point trend, +741.3% $430.14 $89.79 $198.60 $276.96 $-89.46 $226.97 $130.27 $-41.76 $146.06 $80.06 $50.20 $51.13
Wachstumsraten 10
Jährliche Wachstumsraten-Daten für WTM
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +312.6% 66.8% 3.4% 87.1% 88.5% -31.4% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +39.5% 47.8% 53.9% 34.2% · · · · · · · · ·
Revenue CAGR 5Y 33.1% · · · · · · · · · · ·
EPS YoY 3-point trend, +1439.9% 379.1% -54.8% -28.3% · · · · · · · · ·
EPS CAGR 3Y 2-point trend, +463.4% 15.8% · -4.3% · · · · · · · · ·
EPS CAGR 5Y 13.6% · · · · · · · · · · ·
Net Income YoY 3-point trend, +1162.9% 380.2% -54.8% -35.8% · · · · · · · · ·
Net Income CAGR 3Y 2-point trend, +239.2% 11.8% · -8.4% · · · · · · · · ·
Net Income CAGR 5Y 10.8% · · · · · · · · · · ·
Dividend CAGR 5Y -4.1% · · · · · · · · · · ·
Bewertung (TTM) 12
Jährliche Bewertung (TTM)-Daten für WTM
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +164.7% $3.73B $2.24B $2.17B $1.16B $614M $896M $893M $369M $374M $158M $440M $1.41B
Net Income TTM 12-point trend, +281.5% $1.11B $230M $509M $793M $-275M $663M $377M $-191M $593M $409M $277M $290M
Market Cap 10-point trend, +36.6% $5.15B $5.00B $3.85B $3.64B $3.06B · · $2.72B $3.19B $3.82B $4.09B $3.77B
P/E 12-point trend, -60.8% 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 10-point trend, -48.4% 1.4 2.2 1.8 3.1 5.0 · · 7.4 8.5 24.2 9.3 2.7
P/B 10-point trend, +0.6% 0.9 1.1 0.9 1.0 0.9 · · 1.0 0.9 1.1 1.0 0.9
P / Tangible Book 6-point trend, +17.7% 1.2 1.3 1.0 1.1 1.0 1.0 · · · · · ·
P / Cash Flow 10-point trend, -70.5% 9.4 8.5 9.5 10.0 79.3 · · -87.5 33.7 -24.6 23.3 31.8
Dividend Yield 10-point trend, -68.8% 0.05% 0.05% 0.07% 0.08% 0.10% · · 0.14% 0.14% 0.14% 0.15% 0.16%
Earnings Yield 12-point trend, +155.2% 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 10-point trend, -89.2% 0.23% 1.1% 0.51% 0.42% -0.96% · · -2.0% 0.78% 1.3% 2.1% 2.1%
Annual Payout 12-point trend, -58.1% $3M $2M $3M $3M $3M $3M $3M $4M $5M $5M $6M $6M

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

Gewinn- und Verlustrechnung
2025-12-312024-12-312023-12-312022-12-312021-12-31
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

Meine Kennzahlen Ihre persönliche Watchlist — ausgewählte Zeilen aus den vollständigen Fundamentaldaten

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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.

Institutionelle Aktivität — Q2 2026 vs. Vorquartal
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.

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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