WTM White Mountains Insurance Group, Ltd. Common Stock
$2138.78
Price · Aug 18, 2026
Fundamentals as of Aug 6, 2026
52W Range
$1648–$2333
72% of range
Analyst Rating
SELL
8 analysts
Price Target
—
P/E (TTM)
5.0
ROE
22.3%
Net Profit Margin
29.6%
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.
Read more
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 ↗
WTM Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$2138.78
Market Cap
$5.30B
P/E (TTM)
5.0
EPS (TTM)
$430.14
Revenue (TTM)
$3.73B
Div Yield
0.05%
ROE
22.3%
Debt/Equity
—
52W Range
$1648 – $2333
WTM Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Configure
10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
$3.73B
2017-12-31
→
2025-12-31
EPS
$430.14
2017-12-31
→
2025-12-31
Free Cash Flow
—
Margins
29.6%
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
WTM
Peer Median
P/E (TTM)
5.0
10.9
P/S (TTM)
1.4
1.3
P/B
1.0
2.0
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
WTM
Peer Median
Net Profit Margin
29.6%
11.8%
ROA
10.0%
6.3%
ROE
22.3%
20.7%
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
WTM
Peer Median
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
WTM
Peer Median
Revenue YoY
66.8%
—
Revenue CAGR 3Y
47.8%
—
Revenue CAGR 5Y
33.1%
—
EPS YoY
379.1%
—
Net Income YoY
380.2%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
WTM
Peer Median
Payout Ratio
0.23%
—
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
0.05%
Payout Ratio
0.23%
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| March 16, 2026 | $1.0000 |
| March 17, 2025 | $1.0000 |
| March 8, 2024 | $1.0000 |
| March 10, 2023 | $1.0000 |
| March 11, 2022 | $1.0000 |
| March 12, 2021 | $1.0000 |
| March 13, 2020 | $1.0000 |
| March 15, 2019 | $1.0000 |
| March 16, 2018 | $1.0000 |
| March 16, 2017 | $1.0000 |
| March 17, 2016 | $1.0000 |
| March 12, 2015 | $1.0000 |
| March 13, 2014 | $1.0000 |
| March 14, 2013 | $1.0000 |
| March 22, 2012 | $1.0000 |
| March 17, 2011 | $1.0000 |
| March 18, 2010 | $1.0000 |
| March 12, 2009 | $1.0000 |
| June 12, 2008 | $2.0000 |
| March 13, 2008 | $2.0000 |
WTM Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
SELL
8 analysts
- Strong Buy 0 0.0%
- Buy 0 0.0%
- Hold 3 37.5%
- Sell 4 50.0%
- Strong Sell 1 12.5%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-5.1%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $80.58 | $75.75 | 4.8% |
| June 30, 2025 | $47.75 | $57.57 | -9.8% |
| March 31, 2025 | $13.19 | $-14.14 | 27.3% |
| Dec. 31, 2024 | $-50.78 | $-33.33 | -17.4% |
| Sept. 30, 2024 | $69.68 | $99.99 | -30.3% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| 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% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 13
| 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 14
| 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 16
| 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 5
| 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 1
| 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 |
Growth Rates 10
| 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% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -4.1% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 12
| 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 13
| 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 | -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 | · | · |
Balance Sheet 12
| 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 15
| 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 5
| 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% | -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% |
Efficiency 1
| 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 | 0.0 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.0 | 0.1 | · | 0.1 | 0.0 | 0.1 | · | 0.1 |
Valuation (TTM) 10
| 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 | $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% | · | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 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 |
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Institutional owners (13F) 375 filers · $3.5B total · As of June 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.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 42 (-4 vs prior Q) | 40 (+14 vs prior Q) | 91 (-19 vs prior Q) | 132 (+27 vs prior Q) | +221K |
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 |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $315,302,491 | 152,071 | 9.04% | Shares |
| NEUBERGER BERMAN GROUP LLC | $245,074,723 | 118,200 | 7.03% | Shares |
| River Road Asset Management, LLC | $240,264,433 | 115,880 | 6.89% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $232,155,405 | 111,969 | 6.66% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $222,845,884 | 107,479 | 6.39% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $211,260,919 | 101,892 | 6.06% | Shares |
| COOKE & BIELER LP | $176,486,957 | 85,120 | 5.06% | Shares |
| Wallace Capital Management Inc. | $166,009,833 | 80,067 | 4.76% | Shares |
| FIDUCIARY MANAGEMENT INC /WI/ | $137,984,104 | 66,550 | 3.96% | Shares |
| LONDON CO OF VIRGINIA | $112,075,761 | 54,025 | 3.21% | Shares |
| STATE STREET CORP | $104,202,361 | 50,257 | 2.99% | Shares |
| REINHART PARTNERS, LLC. | $92,265,213 | 44,480 | 2.65% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $88,742,626 | 42,789 | 2.55% | Shares |
| GENDELL JEFFREY L | $85,971,043 | 41,464 | 2.47% | Shares |
| AMERICAN CENTURY COMPANIES INC | $64,499,016 | 31,108 | 1.85% | Shares |
| NORGES BANK | $57,963,691 | 27,956 | 1.66% | Shares |
| Cannell & Spears LLC | $57,177,034 | 27,577 | 1.64% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $48,735,032 | 23,505 | 1.40% | Shares |
| Mraz, Amerine & Associates, Inc. | $46,066,975 | 22,218 | 1.32% | Shares |
| Gotham Asset Management, LLC | $37,196,617 | 17,940 | 1.07% | Shares |
| JANE STREET GROUP, LLC | $34,849,539 | 16,808 | 1.00% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $31,762,261 | 15,319 | 0.91% | Shares |
| Boussard & Gavaudan Investment Management LLP | $30,968,600 | 13,975 | 0.89% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $28,691,176 | 13,838 | 0.82% | Shares |
| Quantinno Capital Management LP | $26,174,512 | 12,624 | 0.75% | Shares |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | $25,544,165 | 12,320 | 0.73% | Shares |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $25,307,802 | 12,206 | 0.73% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $24,617,359 | 11,873 | 0.71% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $22,152,098 | 10,684 | 0.64% | Shares |
| FIRST TRUST ADVISORS LP | $21,986,231 | 10,604 | 0.63% | Shares |
| Qube Research & Technologies Ltd | $20,055,901 | 9,673 | 0.58% | Shares |
| RAYMOND JAMES FINANCIAL INC | $19,321,955 | 9,319 | 0.55% | Shares |
| SPEECE THORSON CAPITAL GROUP INC | $19,106,000 | 9,215 | 0.55% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $15,102,573 | 7,284 | 0.43% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14,074,171 | 6,788 | 0.40% | Shares |
| ROYCE & ASSOCIATES LP | $14,059,658 | 6,781 | 0.40% | Shares |
| Edgestream Partners, L.P. | $13,638,759 | 6,578 | 0.39% | Shares |
| GOLDMAN SACHS GROUP INC | $13,532,919 | 6,527 | 0.39% | Shares |
| California Public Employees Retirement System | $10,881,151 | 5,248 | 0.31% | Shares |
| Williams Jones Wealth Management, LLC. | $10,767,114 | 5,193 | 0.31% | Shares |
| Swiss National Bank | $10,006,180 | 4,826 | 0.29% | Shares |
| WINMILL & CO. INC | $9,952,272 | 4,800 | 0.29% | Shares |
| BANK OF AMERICA CORP /DE/ | $8,843,008 | 4,265 | 0.25% | Shares |
| Phocas Financial Corp. | $8,455,284 | 4,078 | 0.24% | Shares |
| RHUMBLINE ADVISERS | $8,082,034 | 3,898 | 0.23% | Shares |
| LEE DANNER & BASS INC | $6,744,738 | 3,253 | 0.19% | Shares |
| Brandywine Global Investment Management, LLC | $6,703,725 | 3,226 | 0.19% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $6,342,624 | 2,887 | 0.18% | Shares |
| FRANKLIN RESOURCES INC | $6,066,739 | 2,926 | 0.17% | Shares |
| AMERIPRISE FINANCIAL INC | $5,778,538 | 2,787 | 0.17% | Shares |
| BlackRock, Inc. | $5,436,429 | 2,622 | 0.16% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $5,249,823 | 2,532 | 0.15% | Shares |
| Triad Investment Management | $5,122,932 | 2,471 | 0.15% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $4,959,549 | 2,392 | 0.14% | Shares |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $4,874,540 | 2,351 | 0.14% | Shares |
| VANGUARD GROUP INC | $4,712,972 | 2,268 | 0.14% | Shares |
| Robeco Institutional Asset Management B.V. | $4,528,284 | 2,184 | 0.13% | Shares |
| Regency Capital Management Inc.\DE | $4,449,495 | 2,146 | 0.13% | Shares |
| DAVENPORT & Co LLC | $4,401,807 | 2,123 | 0.13% | Shares |
| UBS Group AG | $4,267,037 | 2,058 | 0.12% | Shares |
| Russell Investments Group, Ltd. | $4,204,834 | 2,028 | 0.12% | Shares |
| PARSONS CAPITAL MANAGEMENT INC/RI | $3,912,487 | 1,887 | 0.11% | Shares |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | $3,879,313 | 1,871 | 0.11% | Shares |
| Lighthouse Investment Partners, LLC | $3,873,093 | 1,868 | 0.11% | Shares |
| Atlantic Union Bankshares Corp | $3,659,533 | 1,765 | 0.10% | Shares |
| MML INVESTORS SERVICES, LLC | $3,609,702 | 1,741 | 0.10% | Shares |
| XTX Topco Ltd | $3,408,653 | 1,644 | 0.10% | Shares |
| Focus Partners Wealth | $3,219,979 | 1,553 | 0.09% | Shares |
| ExodusPoint Capital Management, LP | $2,991,902 | 1,443 | 0.09% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2,913,169 | 1,326 | 0.08% | Shares |
| OPPENHEIMER ASSET MANAGEMENT INC. | $2,811,517 | 1,356 | 0.08% | Shares |
| LPL Financial LLC | $2,733,313 | 1,318 | 0.08% | Shares |
| HighTower Advisors, LLC | $2,728,587 | 1,316 | 0.08% | Shares |
| DIVERSIFIED MANAGEMENT INC | $2,544,080 | 1,158 | 0.07% | Shares |
| WCM INVESTMENT MANAGEMENT, LLC | $2,502,855 | 1,197 | 0.07% | Shares |
| STIFEL FINANCIAL CORP | $2,478,942 | 1,195 | 0.07% | Shares |
| JANUS HENDERSON GROUP PLC | $2,461,919 | 1,123 | 0.07% | Shares |
| 1834 INVESTMENT ADVISORS CO | $2,438,838 | 1,176 | 0.07% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $2,423,793 | 1,169 | 0.07% | Shares |
| Midwest Professional Planners, LTD. | $2,413,426 | 1,164 | 0.07% | Shares |
| PECAUT & CO. | $2,367,811 | 1,142 | 0.07% | Shares |
| Walleye Capital LLC | $2,342,931 | 1,130 | 0.07% | Shares |
| Police & Firemen's Retirement System of New Jersey | $2,305,610 | 1,112 | 0.07% | Shares |
| LEUTHOLD GROUP, LLC | $2,289,023 | 1,104 | 0.07% | Shares |
| Autumn Glory Partners, LLC | $2,239,261 | 1,080 | 0.06% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $2,187,597 | 1,055 | 0.06% | Shares |
| ALLIANCEBERNSTEIN L.P. | $2,073,930 | 944 | 0.06% | Shares |
| NORTHERN TRUST CORP | $2,015,335 | 972 | 0.06% | Shares |
| Vanguard Global Advisers, LLC | $1,948,987 | 940 | 0.06% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $1,922,033 | 927 | 0.06% | Shares |
| BRAVE ASSET MANAGEMENT INC | $1,915,812 | 924 | 0.05% | Shares |
| State of New Jersey Common Pension Fund D | $1,895,078 | 914 | 0.05% | Shares |
| Squarepoint Ops LLC | $1,876,418 | 905 | 0.05% | Shares |
| Cove Street Capital, LLC | $1,810,256 | 1,083 | 0.05% | Shares |
| Ethic Inc. | $1,783,130 | 860 | 0.05% | Shares |
| Quadrature Capital Ltd | $1,781,042 | 859 | 0.05% | Shares |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1,764,455 | 851 | 0.05% | Shares |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1,743,721 | 841 | 0.05% | Shares |
| SEI INVESTMENTS CO | $1,733,150 | 836 | 0.05% | Shares |
| Summit Trail Advisors, LLC | $1,693,960 | 817 | 0.05% | Shares |
Company insiders 41 insiders · 7 officers · 15 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 |
| 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 |
| 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 |
| 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 |
| David Allen Tanner | Director | May 21, 2026 A | 2,014 | 0 | 0 | $0 |
| 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 |
| 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 | Sept. 28, 2017 D | 0 | 0 | 0 | $0 |
| BARRETTE RAYMOND JOSEPH RENE | — | May 5, 2016 M | 31,452 | 0 | 0 | $0 |
| David Linker | — | Feb. 25, 2016 A | 4,250 | 0 | 0 | $0 |
| FOY DAVID THOMAS | — | Feb. 25, 2016 A | 8,400 | 0 | 0 | $0 |
| PALMER JESS BRIAN | — | Feb. 25, 2016 A | 1,910 | 0 | 0 | $0 |
| Kernan V Oberting | — | Jan. 1, 2016 F | 2,134 | 0 | 0 | $0 |
| Gary Charles Tolman | — | June 8, 2015 A | 1,072 | 0 | 0 | $0 |
| Yves Brouillette | — | May 27, 2015 A | 5,806 | 0 | 0 | $0 |
| Angelo Michael Frinquelli | — | May 27, 2015 A | 1,141 | 0 | 0 | $0 |
| Lowndes Andrew Smith | — | May 27, 2015 A | 2,402 | 0 | 0 | $0 |
| Edith E Holiday | — | May 27, 2015 A | 1,602 | 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
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.
ETF ownership Held by 47 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 |
|---|---|---|---|---|
| SMMV · iShares Trust | 0.78% | 1,052 SH | Aug. 8, 2026 | Daily |
| IAK · iShares Trust | 0.57% | 1,474 SH | Aug. 8, 2026 | Daily |
| DFSV · Dimensional ETF Trust | 0.37% | 12,439 NS | April 30, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.28% | 17,274 NS | April 30, 2026 | N-PORT |
| VFMV · VANGUARD WELLINGTON FUND | 0.19% | 393 SH | Aug. 8, 2026 | Daily |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.19% | 24,591 NS | May 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.16% | 755 SH | Aug. 8, 2026 | Daily |
| SMLF · iShares Trust | 0.15% | 2,961 SH | Aug. 8, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.12% | 7,480 NS | April 30, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.10% | 34,243 SH | Aug. 8, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | 0.08% | 344 SH | Aug. 8, 2026 | Daily |
| IYF · iShares Trust | 0.08% | 1,632 SH | Aug. 8, 2026 | Daily |
| ISCB · iShares Trust | 0.08% | 103 SH | Aug. 8, 2026 | Daily |
| SMMD · iShares Trust | 0.07% | 1,271 SH | Aug. 8, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.06% | 254 SH | Aug. 8, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.06% | 28,068 SH | Aug. 8, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.06% | 53,952 SH | Aug. 8, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.06% | 3,916 SH | Aug. 8, 2026 | Daily |
| WSML · iShares Trust | 0.05% | 159 SH | Aug. 8, 2026 | Daily |
| IWS · iShares Trust | 0.05% | 3,690 SH | Aug. 8, 2026 | Daily |
| AVSU · AMERICAN CENTURY ETF TRUST | 0.04% | 94 NS | May 31, 2026 | N-PORT |
| IWR · iShares Trust | 0.04% | 9,843 SH | Aug. 8, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.03% | 1,963 NS | April 30, 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.03% | 107 NS | May 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.03% | 5,391 NS | April 30, 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.03% | 581 SH | Aug. 8, 2026 | Daily |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0.03% | 31 NS | May 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.02% | 187 NS | April 30, 2026 | N-PORT |
| AVIE · AMERICAN CENTURY ETF TRUST | 0.02% | 1 NS | May 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.02% | 33 NS | April 30, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.02% | 220 NS | April 30, 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.02% | 741 SH | Aug. 8, 2026 | Daily |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.02% | 968 NS | May 31, 2026 | N-PORT |
| IWD · iShares Trust | 0.01% | 5,333 SH | Aug. 8, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.01% | 586 NS | April 30, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 74,668 SH | Aug. 8, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.01% | 395 SH | Aug. 8, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.01% | 1,450 SH | Aug. 8, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 202 SH | Aug. 8, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.01% | 547 SH | Aug. 8, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.01% | 745 NS | April 30, 2026 | N-PORT |
| IWB · iShares Trust | 0.01% | 1,659 SH | Aug. 8, 2026 | Daily |
| IYY · iShares Trust | 0.01% | 102 SH | Aug. 8, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 665 SH | Aug. 8, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 2,996 SH | Aug. 8, 2026 | Daily |
| MSLC · MORGAN STANLEY PATHWAY FUNDS | 0.00% | 91 NS | May 31, 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 1,853 SH | Aug. 8, 2026 | Daily |