WTM White Mountains Insurance Group, Ltd. Common Stock
NYSE · Insurance · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 6, 2026
$2020.92
· of 52w range
· above low
· to high
$1784.7852w low
$2333.0052w high
Market Cap (MRQ)
$4.82B
P/E (TTM)
4.6
EPS (TTM)
$437.19
Revenue (TTM)
$3.83B
your badges
52W Range
$1785–$2333
Analyst Rating
SELL
Price Target
·
P/E
4.6
ROE
22.4%
Net Profit Margin
29.3%
Your badge strip is empty — pin a metric anywhere on this page.
WTM Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$2020.92
Market Cap (MRQ)
$4.82B
P/E (TTM)
4.6
EPS (TTM)
$437.19
Revenue (TTM)
$3.83B
Div Yield
0.05%
ROE (TTM)
22.4%
52W Range
$1785–$2333
WTM Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
range
bars
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
About White Mountains Insurance Group, Ltd. Common Stock Company overview from 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.
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.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorFinancials
industryInsurance
employees1,648
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$3.73B2017-12-31 → 2025-12-31
EPS$430.142017-12-31 → 2025-12-31
Net margin29.3%2017-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | WTM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 4.65Y avg ≈5.6 | ≈5.6 | 10.2 | Undervalued | |
| P/S (TTM) | 1.35Y avg ≈2.7 | ≈2.7 | 1.3 | Fair value | |
| P/B (MRQ) | 0.95Y avg ≈1.0 | ≈1.0 | 2.1 | Undervalued | |
| Price / Cash Flow | 9.15Y avg ≈23.3 | ≈23.3 | 7.6 | Overvalued | |
| Price / Tangible Book (MRQ) | 1.05Y avg ≈1.1 | ≈1.1 | · | · | |
| PEG Ratio | ≈0.3 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | WTM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| EBITDA Margin | 0.24%5Y avg ≈1.2% | ≈1.2% | 1.1% | Weak | |
| Pretax Margin (TTM) | 34.2%5Y avg ≈6.2% | ≈6.2% | 17.1% | Top tier | |
| Net Profit Margin (TTM) | 29.3%5Y avg ≈18.2% | ≈18.2% | 13.5% | Top tier | |
| ROA (TTM) | 8.8%5Y avg ≈4.7% | ≈4.7% | 5.1% | Top tier | |
| ROE (TTM) | 22.4%5Y avg ≈10.2% | ≈10.2% | 21.5% | In line |
Financial Health Debt, liquidity, solvency — balance sheet strength
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | WTM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 66.8%5Y avg ≈42.9% | ≈42.9% | · | · | |
| Revenue CAGR 3Y | 47.8%5Y avg ≈45.3% | ≈45.3% | · | · | |
| Revenue CAGR 5Y | 33.1% | · | · | · | |
| EPS YoY | 379.1%5Y avg ≈98.7% | ≈98.7% | · | · | |
| Net Income YoY | 380.2%5Y avg ≈96.6% | ≈96.6% | · | · | |
| EPS CAGR 3Y | 15.8% | · | · | · | |
| EPS CAGR 5Y | 13.6% | · | · | · | |
| Net Income CAGR 3Y | 11.8% | · | · | · | |
| Net Income CAGR 5Y | 10.8% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | WTM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.35Y avg ≈0.2 | ≈0.2 | 0.4 | Weak | |
| Revenue / Employee | ≈$2.3M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield0.05%
Payout Ratio0.23%
Annualized Payout≈$1.00
5Y Div CAGR≈0.00%
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Mar 16, 2026 | $1.00 | USD | ≈0.05% |
| Mar 17, 2025 | $1.00 | USD | ≈0.05% |
| Mar 8, 2024 | $1.00 | USD | ≈0.06% |
| Mar 10, 2023 | $1.00 | USD | ≈0.07% |
| Mar 11, 2022 | $1.00 | USD | ≈0.10% |
| Mar 12, 2021 | $1.00 | USD | ≈0.08% |
| Mar 13, 2020 | $1.00 | USD | ≈0.12% |
| Mar 15, 2019 | $1.00 | USD | ≈0.11% |
| Mar 16, 2018 | $1.00 | USD | ≈0.12% |
| Mar 16, 2017 | $1.00 | USD | ≈0.11% |
| Mar 17, 2016 | $1.00 | USD | ≈0.13% |
| Mar 12, 2015 | $1.00 | USD | ≈0.15% |
| Mar 13, 2014 | $1.00 | USD | ≈0.17% |
| Mar 14, 2013 | $1.00 | USD | ≈0.18% |
| Mar 22, 2012 | $1.00 | USD | ≈0.20% |
| Mar 17, 2011 | $1.00 | USD | ≈0.28% |
| Mar 18, 2010 | $1.00 | USD | ≈0.28% |
| Mar 12, 2009 | $1.00 | USD | ≈1.8% |
| Jun 12, 2008 | $2.00 | USD | ≈1.8% |
| Mar 13, 2008 | $2.00 | USD | ≈1.7% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
20.0%
Next Report
Nov 04, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 5, 2026 | $80.58 | $75.75 | 6.4% |
| June 30, 2025 | $47.75 | $57.57 | -17.1% | |
| March 31, 2025 | $13.19 | $-14.14 | 193.3% | |
| Dec. 31, 2024 | $-50.78 | $-33.33 | -52.4% | |
| Sept. 30, 2024 | $69.68 | $99.99 | -30.3% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | 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 |
Balance Sheet
| Metric | 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 |
Cash Flow
| Metric | 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 |
Profitability
| Metric | 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% |
Efficiency
| Metric | 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 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $2187.95 | $1745.89 | $1656.15 | $1456.72 | $1175.73 | · | · | $896.00 | $931.29 | $789.54 | $695.84 | $667.63 | |
| Revenue / Share | $1473.78 | $884.53 | $857.32 | $409.70 | $310.53 | · | · | $110.43 | $88.17 | $274.71 | $311.23 | $416.56 | |
| Cash Flow / Share | $217.22 | $231.74 | $159.89 | $129.15 | $12.69 | · | · | $-9.30 | $22.31 | $-31.35 | $30.23 | $19.71 | |
| Cash / Share | · | · | · | · | · | · | · | $34.76 | $25.89 | $32.82 | $30.85 | $58.38 | |
| Dividend / Share | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | |
| Dividend Paid / Share | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | $1.00 | |
| EPS (TTM) | $430.14 | $89.79 | $198.60 | $276.96 | $-89.46 | $226.97 | $130.27 | $-41.76 | $146.06 | $80.06 | $50.20 | $51.13 |
Growth Rates
| Metric | 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% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | -4.1% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | 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 |
Income Statement
| Metric | 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 | · | 2,542,300 | 2,541,400 | 2,540,900 | · | 2,532,700 | 2,531,800 | 2,531,100 | · | 2,522,900 | 2,524,800 | 2,538,800 | · | 2,855,500 | |
| Shares (Diluted) | 2,407,600 | 2,447,300 | · | 2,542,300 | 2,541,400 | 2,540,900 | · | 2,532,700 | 2,531,800 | 2,531,100 | · | 2,522,900 | 2,524,800 | 2,538,800 | · | 2,855,500 | |
| EBITDA | · | $5M | · | · | · | $1M | · | · | · | $-2M | · | · | · | $-2M | · | · |
Balance Sheet
| Metric | 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 |
Cash Flow
| Metric | 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 |
Profitability
| Metric | 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% | · | · | 13.2% | 17.8% | 5.9% | · | 21.3% | -13.8% | 36.5% | · | 4.5% | 5.2% | 33.8% | · | 231.8% | |
| Pretax Margin | 30.3% | · | · | 20.7% | 25.6% | 12.5% | · | 28.5% | -8.8% | 35.9% | · | 4.1% | 4.6% | 37.4% | · | -8.1% | |
| EBITDA Margin | · | · | · | · | · | 0.19% | · | · | · | -0.32% | · | · | · | -0.45% | · | · | |
| ROA | 1.6% | · | · | 1.0% | 1.1% | 0.33% | · | 1.9% | -0.59% | 2.7% | · | 0.30% | 0.24% | 2.3% | · | 12.1% | |
| ROE | 4.0% | · | · | 2.4% | 2.7% | 0.76% | · | 4.2% | -1.3% | 5.7% | · | 0.62% | 0.54% | 4.8% | · | 24.6% |
Efficiency
| Metric | 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 | · | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.0 | 0.1 | · | 0.1 | 0.0 | 0.1 | · | 0.1 |
Per Share
| Metric | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $2257.62 | · | · | $1851.38 | $1803.59 | $1752.17 | · | $1795.30 | $1722.01 | $1742.35 | · | $1542.34 | $1531.84 | $1521.71 | · | $1439.31 | |
| Revenue / Share | $350.81 | · | · | $339.93 | $271.19 | $227.40 | · | $331.31 | $156.17 | $255.74 | · | $205.95 | $149.87 | $209.51 | · | $134.20 | |
| Cash Flow / Share | · | · | · | · | · | $-15.82 | · | · | · | $14.42 | · | · | · | $33.72 | · | · | |
| Dividend / Share | $0.00 | $1.00 | $0.00 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | |
| Dividend Paid / Share | $0.00 | $1.00 | $0.00 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | |
| EPS (TTM) | $437.19 | $404.36 | · | $54.14 | $79.64 | $10.65 | · | $252.70 | $192.21 | $221.10 | · | $102.40 | $400.14 | $335.69 | · | $271.69 |
Valuation (TTM)
| Metric | 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 | $3.83B | $3.67B | · | $2.49B | $2.46B | $2.17B | · | $2.62B | $2.30B | $2.28B | · | $1.87B | $1.73B | $1.43B | · | $906M | |
| Net Income TTM | $1.12B | $1.05B | · | $140M | $205M | $28M | · | $647M | $492M | $566M | · | $263M | $1.13B | $939M | · | $785M | |
| Market Cap | $4.95B | · | · | $4.30B | $4.62B | $4.96B | · | $4.36B | $4.67B | $4.60B | · | $3.83B | $3.56B | $3.53B | · | $3.36B | |
| P/E | 4.7 | 5.4 | · | 30.9 | 22.5 | 180.8 | · | 6.7 | 9.5 | 8.1 | · | 14.6 | 3.5 | 4.1 | · | 4.8 | |
| P/S | 1.3 | · | · | 1.7 | 1.9 | 2.3 | · | 1.7 | 2.0 | 2.0 | · | 2.1 | 2.1 | 2.5 | · | 3.7 | |
| P/B | 0.9 | · | · | 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 | · | · | · | · | · | -123.3 | · | · | · | 126.1 | · | · | · | 41.3 | · | · | |
| Dividend Yield | 0.05% | · | · | 0.06% | 0.06% | 0.05% | · | 0.06% | 0.05% | 0.05% | · | 0.07% | 0.07% | 0.07% | · | 0.09% | |
| Earnings Yield | 21.1% | 18.4% | · | 3.2% | 4.4% | 0.55% | · | 14.9% | 10.6% | 12.3% | · | 6.9% | 28.8% | 24.4% | · | 20.8% | |
| Payout Ratio | · | · | · | · | · | 7.7% | · | · | · | 1.1% | · | · | · | 1.5% | · | · | |
| Annual Payout | $2M | $2M | · | $3M | $3M | $3M | · | $2M | $2M | $2M | · | $3M | $3M | $3M | · | $3M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $3.73B | $2.24B | $2.17B | $1.16B | $614M |
| Net Income | $1.11B | $230M | $509M | $793M | $-275M |
| Diluted EPS | $430.14 | $89.79 | $198.60 | $276.96 | $-89.46 |
No data for this statement
Not enough fundamentals data to build this statement yet.
No data for this statement
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 373 filers · $4.9B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
373
Value held
$4.9B
New positions
37
Exited positions
42
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 37 (-16 vs prior Q) | 42 (+16 vs prior Q) | 94 (-21 vs prior Q) | 144 (+37 vs prior Q) | -15K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $489,787,515 | 235,698 | 10.02% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $329,577,765 | 158,954 | 6.74% | Shares |
| NEUBERGER BERMAN GROUP LLC | $247,025,783 | 119,141 | 5.05% | Shares |
| BlackRock, Inc. | $244,392,626 | 117,871 | 5.00% | Shares |
| River Road Asset Management, LLC | $240,264,433 | 115,880 | 4.92% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $232,155,405 | 111,969 | 4.75% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $222,845,884 | 107,479 | 4.56% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $211,260,919 | 101,892 | 4.32% | Shares |
| COOKE & BIELER LP | $176,486,957 | 85,120 | 3.61% | Shares |
| Wallace Capital Management Inc. | $166,009,833 | 80,067 | 3.40% | Shares |
| FIDUCIARY MANAGEMENT INC /WI/ | $137,984,104 | 66,550 | 2.82% | Shares |
| GENDELL JEFFREY L | $122,833,844 | 59,243 | 2.51% | Shares |
| Boston Partners | $115,277,291 | 55,569 | 2.36% | Shares |
| LONDON CO OF VIRGINIA | $112,075,761 | 54,025 | 2.29% | Shares |
| STATE STREET CORP | $104,202,361 | 50,257 | 2.13% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $102,474,687 | 49,412 | 2.10% | Shares |
| MORGAN STANLEY | $97,175,344 | 46,866 | 1.99% | Shares |
| REINHART PARTNERS, LLC. | $92,265,213 | 44,480 | 1.89% | Shares |
| AMERICAN CENTURY COMPANIES INC | $64,499,016 | 31,108 | 1.32% | Shares |
| NORGES BANK | $57,963,691 | 27,956 | 1.19% | Shares |
| Cannell & Spears LLC | $57,177,034 | 27,577 | 1.17% | Shares |
| BANK OF AMERICA CORP /DE/ | $51,892,804 | 25,028 | 1.06% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $48,735,032 | 23,505 | 1.00% | Shares |
| Mraz, Amerine & Associates, Inc. | $46,066,975 | 22,218 | 0.94% | Shares |
| Allspring Global Investments Holdings, LLC | $37,392,149 | 18,116 | 0.77% | Shares |
| Gotham Asset Management, LLC | $37,196,617 | 17,940 | 0.76% | Shares |
| BROWN ADVISORY INC | $36,745,806 | 17,722 | 0.75% | Shares |
| JANE STREET GROUP, LLC | $35,716,216 | 17,226 | 0.73% | Shares |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | $35,463,263 | 17,104 | 0.73% | Shares |
| UBS Group AG | $33,584,772 | 16,198 | 0.69% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $31,762,261 | 15,319 | 0.65% | Shares |
| Boussard & Gavaudan Investment Management LLP | $30,968,600 | 13,975 | 0.63% | Shares |
| RAYMOND JAMES FINANCIAL INC | $30,754,659 | 14,833 | 0.63% | Shares |
| NORTHERN TRUST CORP | $30,211,365 | 14,571 | 0.62% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $30,130,503 | 14,532 | 0.62% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $28,691,176 | 13,838 | 0.59% | Shares |
| Quantinno Capital Management LP | $26,174,512 | 12,624 | 0.54% | Shares |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | $25,544,165 | 12,320 | 0.52% | Shares |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $25,307,802 | 12,206 | 0.52% | Shares |
| GOLDMAN SACHS GROUP INC | $25,193,682 | 12,151 | 0.52% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $22,152,098 | 10,684 | 0.45% | Shares |
| FIRST TRUST ADVISORS LP | $21,986,231 | 10,604 | 0.45% | Shares |
| Qube Research & Technologies Ltd | $20,055,901 | 9,673 | 0.41% | Shares |
| SPEECE THORSON CAPITAL GROUP INC | $19,106,000 | 9,215 | 0.39% | Shares |
| WELLS FARGO & COMPANY/MN | $18,058,335 | 8,710 | 0.37% | Shares |
| Bank of New York Mellon Corp | $17,440,426 | 8,412 | 0.36% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $17,193,410 | 7,826 | 0.35% | Shares |
| SEI INVESTMENTS CO | $16,810,842 | 8,108 | 0.34% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $15,102,573 | 7,284 | 0.31% | Shares |
| CITADEL ADVISORS LLC | $14,795,711 | 7,136 | 0.30% | Shares |
Activists & 5%+ owners 3 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Raymond Barrette 2) ×2 filings | Jan. 20, 2012 | · | Initial filing | · | SEC |
| Raymond Barrette | Feb. 6, 2009 | · | Initial filing | · | SEC |
| White Mountains Insurance Group, Ltd., White Mountains Holdings Bermuda, Ltd., White Mountains Advisors, LLC ×5 filings | May 1, 2007 | · | Initial filing | · | 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.
Company insiders 43 insiders · 12 officers · 22 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Liam P Caffrey | Chief Executive Officer | Feb. 25, 2026 A | 3,650 | 0 | 0 | $0 |
| George Manning Rountree | Chief Executive Officer | Dec. 19, 2025 S | 13,809 | 0 | 1 | $-10,250,000 |
| BARRETTE RAYMOND JOSEPH RENE | Chief Executive Officer | March 1, 2017 D | 0 | 0 | 0 | $0 |
| CAVOORES JOHN PAUL | Pres & CEO, OneBeacon | March 24, 2004 A | · | 0 | 0 | $0 |
| Michael A Papamichael | Chief Financial Officer | Feb. 25, 2026 A | 1,200 | 0 | 0 | $0 |
| FOY DAVID THOMAS | Chief Financial Officer | May 24, 2017 F | 0 | 0 | 0 | $0 |
| Giles E Harrison | President | Feb. 25, 2026 A | 2,675 | 0 | 0 | $0 |
| SEELIG ROBERT LAWRENCE | EVP & General Counsel | March 19, 2026 G | 17,857 | 0 | 0 | $0 |
| Michaela Hildreth | MD & Chief Accounting Officer | Feb. 25, 2026 A | 1,825 | 0 | 0 | $0 |
| PALMER JESS BRIAN | Chief Accounting Officer | Jan. 1, 2021 F | 1,703 | 0 | 0 | $0 |
| Frank R Bazos | EVP and Head of M&A | Feb. 27, 2020 A | 3,600 | 0 | 0 | $0 |
| David Linker | Chief Investment Officer | March 1, 2017 A | 4,725 | 0 | 0 | $0 |
| David Allen Tanner | Director | Aug. 31, 2026 G | 2,012 | 0 | 0 | $0 |
| Stephen Klar | Director | Aug. 26, 2026 A | 113 | 0 | 0 | $0 |
| John Chu | Director | May 21, 2026 A | 335 | 0 | 0 | $0 |
| Margaret Dillon | Director | May 21, 2026 A | 1,080 | 0 | 0 | $0 |
| Philip A Gelston | Director | May 21, 2026 A | 1,703 | 0 | 1 | $-338,004 |
| Suzanne F. Shank | Director | May 21, 2026 A | 1,006 | 0 | 0 | $0 |
| Peter M Carlson | Director | May 21, 2026 A | 852 | 0 | 0 | $0 |
| Reid Tarlton Campbell | Director | May 21, 2026 A | 10,575 | 0 | 1 | $-10,250,000 |
| Mary C Choksi | Director | May 21, 2026 A | 1,993 | 0 | 0 | $0 |
| Weston M Hicks | Director | May 21, 2026 A | 2,936 | 0 | 0 | $0 |
| Steven Yi | Director | May 22, 2025 A | 525 | 0 | 0 | $0 |
| Morgan W Davis | Director | Dec. 28, 2022 G | 6,709 | 0 | 0 | $0 |
| Edith E Holiday | Director | May 21, 2020 A | 2,827 | 0 | 0 | $0 |
| Lowndes Andrew Smith | Director | Dec. 10, 2019 S | 1,102 | 0 | 0 | $0 |
| Yves Brouillette | Director | May 23, 2019 A | 4,121 | 0 | 0 | $0 |
| Gary Charles Tolman | Director | May 24, 2018 A | 1,822 | 0 | 0 | $0 |
| Angelo Michael Frinquelli | Director | Nov. 20, 2017 S | 0 | 0 | 0 | $0 |
| KEMP KARL THOMAS | Director | March 24, 2004 A | 60,314 | 0 | 0 | $0 |
| BYRNE MARK JAMES | Director | Oct. 16, 2003 P | 222,156 | 0 | 0 | $0 |
| White Mountains Insurance Group, Ltd. | 10% owner | March 8, 2005 J | 9,189 | 0 | 0 | $0 |
| Kernan V Oberting | · | Jan. 1, 2016 F | 2,134 | 0 | 0 | $0 |
| Allan Lewis Waters | · | Feb. 25, 2015 A | 3,735 | 0 | 0 | $0 |
| GILLESPIE JOHN DAVIES | · | May 23, 2013 A | 2,825 | 0 | 0 | $0 |
| CLARK HOWARD LONGSTRETH JR | · | May 23, 2013 A | 1,170 | 0 | 0 | $0 |
| BYRNE JOHN JOSEPH | · | July 11, 2012 D | 635,896 | 0 | 0 | $0 |
| COCHRAN ROBERT PHILLIPS | · | May 26, 2011 A | 8,045 | 0 | 0 | $0 |
| GILLESPIE GEORGE JOSEPH III | · | May 26, 2010 A | 1,400 | 0 | 0 | $0 |
| Robert R Lusardi | · | March 25, 2009 A | · | 0 | 0 | $0 |
| Bruce R. Berkowitz | · | Sept. 11, 2008 G | 0 | 0 | 0 | $0 |
| CHOKEL CHARLES BERGEN | · | June 25, 2008 A | 1,600 | 0 | 0 | $0 |
| FASS STEVE ELLIOTT | · | Feb. 25, 2007 F | 5,535 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 41 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| CVSM · Elevation Series Trust | 1.27% | 573 NS | July 31, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.33% | 12,998 NS | July 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.25% | 17,371 NS | July 31, 2026 | N-PORT |
| VFMV · VANGUARD WELLINGTON FUND | 0.19% | 393 SH | Aug. 19, 2026 | Daily |
| ISCG · iShares Trust | 0.16% | 757 SH | Sept. 11, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.11% | 7,718 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.10% | 34,243 SH | Aug. 19, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | 0.08% | 344 SH | Aug. 19, 2026 | Daily |
| IYF · iShares Trust | 0.08% | 1,656 SH | Sept. 11, 2026 | Daily |
| SMMD · iShares Trust | 0.07% | 1,375 SH | Sept. 11, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.06% | 253 SH | Oct. 1, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.06% | 28,068 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.06% | 53,952 SH | Aug. 19, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.06% | 3,916 SH | Aug. 19, 2026 | Daily |
| IWS · iShares Trust | 0.05% | 3,646 SH | Sept. 11, 2026 | Daily |
| WSML · iShares Trust | 0.04% | 144 SH | Sept. 11, 2026 | Daily |
| IWR · iShares Trust | 0.04% | 9,894 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.03% | 76 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.03% | 1,979 NS | July 31, 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.02% | 581 SH | Oct. 1, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.02% | 5,391 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.02% | 191 NS | July 31, 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.02% | 755 SH | Sept. 30, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.01% | 220 NS | July 31, 2026 | N-PORT |
| IWD · iShares Trust | 0.01% | 5,340 SH | Sept. 11, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.01% | 610 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 74,668 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.01% | 395 SH | Aug. 19, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.01% | 1,450 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 202 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.01% | 547 SH | Aug. 19, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.01% | 779 NS | July 31, 2026 | N-PORT |
| IWB · iShares Trust | 0.01% | 1,650 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 675 SH | Sept. 11, 2026 | Daily |
| IYY · iShares Trust | 0.01% | 102 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 2,996 SH | Sept. 11, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 1,853 SH | Aug. 19, 2026 | Daily |
| IAK · iShares Trust | · | 1,302 SH | Sept. 11, 2026 | Daily |
| ISCB · iShares Trust | · | 104 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 2,988 SH | Sept. 11, 2026 | Daily |
| SMMV · iShares Trust | · | 1,026 SH | Sept. 1, 2026 | Daily |
WTM Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 8 analysts
SELL
0 0.0%
Strong Buy
0 0.0%
Buy
3 37.5%
Hold
4 50.0%
Sell
1 12.5%
Strong Sell
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| WTM | $5.15B | 4.8 | 66.8% | 29.6% | 22.3% | · |
| ORI | · | 12.3 | 11.0% | 10.2% | 16.2% | · |
| THG | · | 10.1 | 5.7% | 10.1% | 20.7% | · |
| KNSL | $9.05B | 18.1 | 18.0% | 26.9% | 27.4% | · |
| FAF | $6.27B | 10.2 | 21.6% | 8.3% | 11.9% | · |
| MCY | $5.21B | 9.6 | 9.4% | 9.0% | 24.8% | · |
| RLI | $5.88B | 14.6 | 6.3% | 21.4% | 23.0% | · |
| 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% | · |
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.
Source: SEC 10-Q filed Aug 6, 2026