ACIC American Coastal Insurance Corporation - Common Stock

NASDAQ · Insurance · Ver en SEC EDGAR ↗
$9,55
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$9–$13
3% of range
Calificación del Analista
BUY
8 analysts
Precio Objetivo
$13
+36% upside
P/E (TTM)
4.4
ROE
35.0%
Margen de Beneficio Neto
31.9%

Acerca de American Coastal Insurance Corporation - Common Stock Descripción general de la empresa de Wikipedia

United Property & Casualty Insurance Company, Inc. is an American property and casualty insurance company with headquarters in Florida. It writes commercial, residential, homeowners’, and flood insurance policies in several coastal states.

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United Property & Casualty Insurance Company, Inc. (UPC Insurance) is an American property and casualty insurance company with headquarters in Florida. It writes commercial, residential, homeowners’, and flood insurance policies in several coastal states.

As of 2019, UPC Insurance had about 159,170 active policies, accounting for just over 2.5 percent market share.

## History

UPC Insurance was founded in 1999 in St. Petersburg, Florida.

In 2012, John Forney was named CEO. Forney is a former U.S. Army infantry officer and graduate of Ranger School. Before joining UPC Insurance, he served in several capacities at Raymond James Financial.

In 2014, UPC Insurance purchased the AAA Auto South building, which had been owned by the Peninsula Motor Club Inc. since 1987, as its new headquarters. The company tried to acquire Family Security Holdings LLC but never completed the $9 million deal. Also in 2014, Judy Copechal, Chief Underwriting Officer at UPC Insurance, was named as one of the Top 10 Women in Insurance Leadership by Insurance Networking News.

In 2015, UPC Insurance acquired Interboro Insurance Company, a property and casualty insurance company authorized in New York, Alabama, South Carolina, Washington, D.C., and Louisiana, from Interboro, LLC for $57 million. The company also participated in the Texas Windstorm Insurance Association (TWIA) Depopulation Program.

In 2017, UPC Insurance merged with American Coastal Insurance Co. Journey Insurance Company offers homeowners and commercial residential property insurance through independent agents and brokers in Florida, South Carolina, and Texas. It received an “A−“ Financial Strength Rating and “a-“ Issuer Credit Rating from A.M. Best.

In 2018, UPC Insurance announced plans to build another new headquarters in downtown St. Petersburg, the first new office construction in the area since the Duke Energy Florida headquarters in 2007. The company also collaborated with R.J. Kiln & Co., a subsidiary of Tokio Marine Kiln, to form a property and casualty insurance subsidiary called Journey Insurance Company.

In 2019, UPC Insurance reported first-quarter catastrophe losses of $13 million after-tax due to several catastrophic events, including the Brevard County hailstorm, as well as possible loss creep from Hurricane Irma and Hurricane Michael.

UPC announced in August 2022 that they would leave the Florida Property Insurance market with a plan to cancel all remaining policies May 31, 2023 before the start of the hurricane season on June 1. Hurricane Ian struck Florida the following month near Fort Myers. UPC policies were concentrated in Southwest Florida and the company experienced 25,000 claims. The company initially projected losses of $660 million but by the end of 2022, losses were revised to $864 million.

When UPC notified Florida's Office of Insurance Regulation of their dire financial situation, the Insurance Commissioner sent a letter to CFO Jimmy Patronis to seek court approval to place UPC into receivership. In early February 2023 Slide Insurance assumed 72,000 of the 135,000 UPC policies. Less than a week later, UPC was declared insolvent.

== References ==

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

ACIC Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

Precio
$9.55
Capitalización Bursátil
$462M
P/E (TTM)
4.4
BPA (TTM)
$2.15
Ingresos (TTM)
$335M
Rendimiento div.
0.00%
ROE
35.0%
Deuda/Capital
—
Rango 52S
$9 – $13

ACIC Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

Ingresos y Beneficio Neto $335M
6-point trend, -60.4%
2020-12-31 → 2025-12-31
BPA $2.15
6-point trend, +195.6%
2020-12-31 → 2025-12-31
Flujo de caja libre $71M
6-point trend, +432.4%
2020-12-31 → 2025-12-31
Márgenes 31.9%

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica
Tendencia a 5 años
ACIC
Mediana de Pares
P/E (TTM)
5-point trend, +282.7%
4.4
12.0
P/S (TTM) (P/V (TTM))
5-point trend, +123.1%
1.4
1.3
P/B (P/C)
5-point trend, +221.9%
1.5
1.9
Price / FCF (Precio / FCF)
5-point trend, +1488.3%
6.5
—

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica
Tendencia a 5 años
ACIC
Mediana de Pares
Operating Margin (Margen Operativo)
5-point trend, +415.9%
41.8%
—
Net Profit Margin (Margen de Beneficio Neto)
5-point trend, +448.8%
31.9%
13.0%
ROA
5-point trend, +586.5%
9.3%
5.6%
ROE
5-point trend, +314.2%
35.0%
16.4%
ROIC
5-point trend, +272.0%
33.1%
—

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica
Tendencia a 5 años
ACIC
Mediana de Pares

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica
Tendencia a 5 años
ACIC
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5-point trend, +46.7%
13.1%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
5-point trend, +46.7%
14.8%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
5-point trend, +46.7%
-16.9%
—
EPS YoY (EPS interanual)
5-point trend, +259.3%
39.6%
—
Net Income YoY (Beneficio Neto interanual)
5-point trend, +284.5%
41.1%
—

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica
Tendencia a 5 años
ACIC
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
5-point trend, +259.3%
$2.15
—

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica
Tendencia a 5 años
ACIC
Mediana de Pares
Payout Ratio (Ratio de Pago)
5-point trend, +100.0%
0.00%
—

Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

Rendimiento por Dividendo
0.00%
Ratio de Pago
0.00%
CAGR de Dividendos a 5 años
—
Fecha ex-dividendoMonto
2 de enero de 2026$0,7500
2 de enero de 2025$0,5000
8 de marzo de 2022$0,0600
19 de noviembre de 2021$0,0600
9 de agosto de 2021$0,0600
14 de mayo de 2021$0,0600
1 de marzo de 2021$0,0600
20 de noviembre de 2020$0,0600
10 de agosto de 2020$0,0600
18 de mayo de 2020$0,0600
3 de marzo de 2020$0,0600
18 de noviembre de 2019$0,0600
13 de agosto de 2019$0,0600
13 de mayo de 2019$0,0600
5 de marzo de 2019$0,0600
19 de noviembre de 2018$0,0600
10 de agosto de 2018$0,0600
21 de mayo de 2018$0,0600
6 de marzo de 2018$0,0600
21 de noviembre de 2017$0,0600

ACIC Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

COMPRA 8 analistas
  • Compra fuerte 2 25,0%
  • Compra 4 50,0%
  • Mantener 2 25,0%
  • Venta 0 0,0%
  • Venta fuerte 0 0,0%

Precio objetivo a 12 meses

1 analistas · 2026-08-18
Objetivo mediano $13.00 +36,1%
Objetivo medio $13.00 +36,1%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

Sorpresa Media
-0.27%
Período EPS Actual EPS est. Sorpresa
30 de junio de 2026 $0.33 $0.43 -0.10%
31 de marzo de 2026 $0.39 $0.45 -0.06%
31 de diciembre de 2025 $0.52 $0.43 0.09%
30 de septiembre de 2025 $0.61 $0.40 0.21%
30 de junio de 2025 $0.54 $2.29 -1.8%
31 de marzo de 2025 $0.42 $0.41 0.01%

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
ACIC $616M 5.9 13.1% 31.9% 35.0% —
DGICA — — -1.2% 8.1% 12.7% —
TIPT $691M 24.0 -67.9% 7157.2% 7.2% —
ITIC $471M 13.4 5.6% 12.9% 13.2% —
AMSF $722M 15.6 2.7% 14.9% 18.2% —
AII $408M 3.7 35.3% 36.0% 31.2% —
GBLI — 16.2 2.0% 5.6% 3.6% —
NODK $273M -26.6 -12.3% -3.6% -4.3% 24.5%
KINS $242M 5.8 38.5% 19.0% 37.5% —
KWY — — — — — —
MBI — -2.0 90.5% -221.2% 8.2% —

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

Estado de resultados 14
Datos anuales de Estado de resultados para ACIC
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +19.7% $335M $297M $264M $222M $229M $847M $825M $724M $654M $487M $358M $280M
SG&A Expense 12-point trend, +102.2% $40M $45M $38M $44M $31M $72M $66M $66M $82M $43M $30M $20M
Operating Expenses 12-point trend, +1561.5% $195M $197M $171M $230M $239M $979M $858M $728M $28M $21M $15M $12M
Operating Income 12-point trend, +118.0% $140M $100M $94M $-9M $-11M $-132M $-33M $-4M $757.0K $7M $42M $64M
Interest Expense 12-point trend, +2537.8% $11M $12M $11M $9M $9M $10M $10M $10M $3M $723.0K $326.0K $410.0K
Other Non-op 12-point trend, +3090.9% $2M $2M $2M $10M $129.0K $74.0K $119.0K $116.0K $153.0K $100.0K $294.0K $77.0K
Pretax Income 12-point trend, +121.6% $143M $102M $96M $2M $-10M $-132M $-33M $-4M $910.0K $7M $42M $64M
Income Tax 12-point trend, +53.6% $36M $25M $11M $26M $-7M $-37M $-3M $-5M $-9M $1M $15M $23M
Net Income 12-point trend, +160.5% $107M $76M $310M $-470M $-58M $-96M $-30M $290.0K $10M $6M $27M $41M
EPS (Basic) 12-point trend, +6.8% $2.20 $1.59 $7.11 $-10.91 $-1.35 $-2.25 $-0.70 $0.01 $0.27 $0.27 $1.29 $2.06
EPS (Diluted) 12-point trend, +4.9% $2.15 $1.54 $6.98 $-10.91 $-1.35 $-2.25 $-0.70 $0.01 $0.27 $0.26 $1.28 $2.05
Shares (Basic) 12-point trend, +143.2% 48,476,824 47,831,412 43,596,432 43,052,070 42,948,850 42,864,166 42,763,423 42,650,629 37,152,768 21,417,486 21,218,233 19,933,652
Shares (Diluted) 12-point trend, +148.3% 49,782,993 49,362,985 44,388,804 43,052,070 42,948,850 42,864,166 42,763,423 42,838,886 37,375,340 21,614,443 21,452,540 20,045,907
EBITDA 11-point trend, +121.4% $144M $104M $91M $-449M $-76M $-126M $-26M $-133.0K $7M · $43M $65M
Balance general 18
Datos anuales de Balance general para ACIC
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +223.8% $199M $137M $139M $71M $212M $239M $215M $113M $230M $151M $85M $61M
PP&E (Net) 12-point trend, -91.0% $723.0K $6M $4M $5M $32M $34M $33M $17M $17M $18M $17M $8M
PP&E (Gross) 12-point trend, -17.4% $9M $14M $9M $11M $58M $60M $52M $30M $30M $25M $22M $11M
Accum. Depreciation 12-point trend, +177.8% $8M $9M $5M $6M $26M $25M $19M $13M $13M $7M $5M $3M
Goodwill 12-point trend, +59476000.00 $59M $59M $59M $70M $73M $73M $73M $73M $73M $14M $3M $0
Intangibles 11-point trend, -33.2% $3M $6M $9M $13M $18M $22M $26M $31M $45M $12M $5M ·
Total Assets 12-point trend, +83.6% $1.07B $1.22B $1.06B $2.84B $2.70B $2.85B $2.47B $2.32B $2.06B $1000M $740M $584M
Deferred Tax · · · $177.0K · · · · · · · ·
Total Liabilities 12-point trend, +98.5% $755M $980M $894M $3.02B $2.37B $2.43B $1.94B $1.78B $1.52B $758M $501M $380M
Long-term Debt 12-point trend, +1008.7% $150M $150M $150M $150M $159M $160M $162M $163M $165M $54M $12M $14M
Common Stock 12-point trend, +150.0% $5.0K $5.0K $5.0K $4.0K $4.0K $4.0K $4.0K $4.0K $4.0K $2.0K $2.0K $2.0K
Paid-in Capital 12-point trend, +433.8% $440M $437M $424M $396M $394M $393M $392M $389M $387M $99M $97M $82M
Retained Earnings 12-point trend, -197.2% $-115M $-185M $-237M $-546M $-75M $-7M $100M $141M $141M $142M $141M $118M
Treasury Stock Flat — no change across 12 periods $431.0K $431.0K $431.0K $431.0K $431.0K $431.0K $431.0K $431.0K $431.0K $431.0K $431.0K $431.0K
AOCI 12-point trend, -280.6% $-7M $-16M $-17M $-31M $-7M $10M $11M $-9M $9M $822.0K $2M $4M
Stockholders' Equity 12-point trend, +55.9% $318M $236M $169M $-182M $332M $396M $503M $520M $537M $241M $239M $204M
Liabilities + Equity 12-point trend, +83.6% $1.07B $1.22B $1.06B $2.84B $2.70B $2.85B $2.47B $2.32B $2.06B $1000M $740M $584M
Shares Outstanding 12-point trend, +133.3% 48,764,802 48,204,962 46,777,006 43,280,173 43,370,442 43,075,877 43,028,074 42,984,578 42,753,054 21,646,614 21,524,348 20,904,414
Flujo de Efectivo 16
Datos anuales de Flujo de Efectivo para ACIC
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A 12-point trend, +419.6% $4M $5M $1M $5M $6M $6M $6M $4M $6M $2M $2M $731.0K
Stock-based Comp 12-point trend, +562.4% $4M $3M $1M $1M $1M $1M $3M $2M $3M $2M $2M $649.0K
Amort. of Intangibles 12-point trend, +429.8% $2M $3M $3M $3M $4M $4M $5M $14M $31M $11M $3M $460.0K
Other Non-cash 11-point trend, -265.5% $-44M $160M $-449M $289M $-247M $78M $170M $3M $-4M · $67M $27M
Operating Cash Flow 12-point trend, +3.1% $71M $244M $-136M $-173M $-295M $-10M $149M $26M $36M $66M $98M $69M
CapEx 12-point trend, -97.6% $155.0K $22.0K $196.0K $3M $5M $11M $22M $4M $5M $3M $11M $6M
Investing Cash Flow 12-point trend, +100.7% $620.0K $-179M $-3M $237M $251M $37M $-34M $-126M $-7M $-50M $-67M $-91M
Debt Issued 6-point trend, +0.00 · · · · · · $0 $0 $150M $35M $0 $0
Net Debt Issued 8-point trend, -277.3% · · · $-4M $-2M $-1M $-2M $-2M $110M · $-3M $-1M
Stock Issued 7-point trend, -98.6% $774.0K $12M $27M $0 · · · · · $0 $0 $54M
Net Stock Activity 5-point trend, -98.6% $774.0K $12M $27M · · · · · · · $0 $54M
Dividends Paid 12-point trend, -100.0% $0 $24M $0 $3M $10M $10M $10M $10M $9M $5M $4M $3M
Financing Cash Flow 12-point trend, -102.2% $-1M $-14M $27M $-25M $-12M $-12M $-12M $8M $97M $50M $-8M $49M
Net Change in Cash 4-point trend, +373.9% · · · · · · · · $126M $66M $23M $27M
Free Cash Flow 11-point trend, +13.3% $71M $243M $-136M $-176M $-301M $-21M $127M $6M $9M · $87M $63M
Levered FCF 11-point trend, +0.7% $63M $234M $-146M $-186M $-307M $-28M $118M $7M $-27M · $87M $62M
Rentabilidad 7
Datos anuales de Rentabilidad para ACIC
Métrica Tendencia 202520242023202220212020201920182017201620152014
Operating Margin 11-point trend, +82.1% 41.8% 33.6% 31.3% -99.9% -13.2% -15.6% -4.0% -0.60% 0.12% · 11.6% 23.0%
Net Margin 11-point trend, +117.6% 31.9% 25.5% 108.2% -103.2% -9.1% -11.4% -3.6% 0.04% 1.6% · 7.6% 14.6%
Pretax Margin 11-point trend, +85.2% 42.5% 34.3% 32.1% -97.6% -13.2% -15.6% -4.0% -0.59% 0.14% · 11.7% 23.0%
EBITDA Margin 11-point trend, +85.0% 43.0% 35.2% 31.9% -98.5% -12.0% -14.8% -3.2% -0.02% 1.0% · 12.1% 23.2%
ROA 11-point trend, +16.7% 9.3% 6.7% 15.9% -23.7% -1.9% -3.6% -1.2% 0.01% 0.66% · 4.1% 8.0%
ROE 11-point trend, +33.0% 35.0% 30.6% 214.2% 924.9% -16.4% -21.5% -5.8% 0.05% 2.6% · 12.3% 26.4%
ROIC 11-point trend, +64.4% 33.1% 31.7% 47.5% 264.2% -19.2% -24.1% -5.9% 0.08% 1.6% · 11.4% 20.1%
Liquidez y Solvencia 1
Datos anuales de Liquidez y Solvencia para ACIC
Métrica Tendencia 202520242023202220212020201920182017201620152014
Interest Coverage 11-point trend, -91.7% 13.0 8.3 8.3 -47.3 -8.9 -13.8 -3.3 -0.4 0.2 · 127.5 156.9
Eficiencia 1
Datos anuales de Eficiencia para ACIC
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 11-point trend, -46.4% 0.3 0.3 0.1 0.2 0.2 0.3 0.3 0.3 0.4 · 0.5 0.5
Por Acción 6
Datos anuales de Por Acción para ACIC
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share 11-point trend, -33.2% $6.51 $4.89 $3.61 $-4.21 $7.20 $9.19 $11.69 $12.10 $12.56 · $11.11 $9.75
Revenue / Share 11-point trend, -51.8% $6.74 $6.01 $6.46 $10.58 $14.77 $19.75 $19.29 $16.90 $17.51 · $16.67 $13.98
Cash Flow / Share 11-point trend, -58.5% $1.43 $4.93 $-3.06 $-4.02 $-6.88 $-0.24 $3.48 $0.24 $0.38 · $4.58 $3.44
Cash / Share 9-point trend, +38.8% $4.08 · · $5.31 $4.89 $5.56 $5.01 $2.62 $6.46 · $3.94 $2.94
Dividend / Share 6-point trend, +368.7% $1 $0 · · · · · · $0 $0 $0 $0
EPS (TTM) 12-point trend, +4.9% $2.15 $1.54 $6.98 $-10.91 $-1.35 $-2.25 $-0.70 $0.01 $0.27 $0.26 $1.28 $2.05
Tasas de Crecimiento 5
Datos anuales de Tasas de Crecimiento para ACIC
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +117.9% 13.1% 12.2% 19.3% -3.1% -73.0% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +146.1% 14.8% 9.1% -32.1% · · · · · · · · ·
Revenue CAGR 5Y -16.9% · · · · · · · · · · ·
EPS YoY 2-point trend, +150.8% 39.6% -77.9% · · · · · · · · · ·
Net Income YoY 2-point trend, +154.4% 41.1% -75.6% · · · · · · · · · ·
Valoración (TTM) 13
Datos anuales de Valoración (TTM) para ACIC
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +19.7% $335M $297M $264M $222M $229M $847M $825M $724M $654M $487M $358M $280M
Net Income TTM 12-point trend, +160.5% $107M $76M $310M $-470M $-58M $-96M $-30M $290.0K $10M $6M $27M $41M
Market Cap 11-point trend, +34.2% $616M $649M $443M $46M $188M $246M $543M $714M $737M · $368M $459M
P/E 12-point trend, -45.1% 5.9 8.7 1.4 -0.1 -3.2 -2.5 -18.0 1662.0 63.9 58.2 13.4 10.7
P/S 11-point trend, +12.1% 1.8 2.2 1.7 0.2 0.8 0.3 0.7 1.0 1.1 · 1.0 1.6
P/B 11-point trend, -13.9% 1.9 2.8 2.6 -0.3 0.6 0.6 1.1 1.4 1.4 · 1.5 2.3
P / Tangible Book 5-point trend, +195.3% 2.4 3.8 4.4 · 0.8 0.8 · · · · · ·
P / Cash Flow 11-point trend, +30.2% 8.7 2.7 -3.3 -0.3 -0.6 -23.5 3.6 70.6 51.5 · 3.7 6.7
P / FCF 11-point trend, +18.5% 8.7 2.7 -3.2 -0.3 -0.6 -11.6 4.3 118.1 81.3 · 4.2 7.3
Dividend Yield 11-point trend, -100.0% 0.00% 3.7% 0.00% 5.6% 5.5% 4.2% 1.9% 1.4% 1.2% · 1.2% 0.73%
Earnings Yield 12-point trend, +82.2% 17.0% 11.4% 73.8% -1029.2% -31.1% -39.3% -5.5% 0.06% 1.6% 1.7% 7.5% 9.3%
Payout Ratio 10-point trend, -100.0% 0.00% 31.8% · -0.55% -17.9% -10.7% -34.4% 3540.7% 88.6% · 15.7% 8.1%
Annual Payout 12-point trend, -100.0% $0 $24M $0 $3M $10M $10M $10M $10M $9M $5M $4M $3M

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

Estado de resultados
2025-12-312024-12-312023-12-312022-12-312022-03-31
Ingresos $335M$297M$264M$222M—
Margen Operativo % 41.8%33.6%31.3%-99.9%—
Beneficio neto $107M$76M$310M$-470M—
EPS Diluido $2.15$1.54$6.98$-10.91—
Flujo de Efectivo
2025-12-312024-12-312023-12-312022-12-312022-03-31
Flujo de caja libre $71M$243M$-136M$-176M—

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Propietarios institucionales (13F) 148 declarantes · $126.0M total · A fecha de 30 de junio de 2026

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
23 (-16 vs trimestre anterior) 31 (+11 vs trimestre anterior) 42 (-6 vs trimestre anterior) 36 (-3 vs trimestre anterior) -1.2M

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
VANGUARD CAPITAL MANAGEMENT LLC $11 051 560 995 636 8,77% Acciones
AMERICAN CENTURY COMPANIES INC $9 416 874 848 367 7,48% Acciones
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $8 976 625 808 705 7,13% Acciones
DIMENSIONAL FUND ADVISORS LP $8 661 641 780 328 6,88% Acciones
TWO SIGMA INVESTMENTS, LP $6 566 249 591 554 5,21% Acciones
GEODE CAPITAL MANAGEMENT, LLC $6 472 984 583 028 5,14% Acciones
RENAISSANCE TECHNOLOGIES LLC $6 020 185 542 359 4,78% Acciones
STATE STREET CORP $5 658 414 509 767 4,49% Acciones
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $5 056 894 455 576 4,01% Acciones
BRIDGEWAY CAPITAL MANAGEMENT, LLC $3 374 866 304 042 2,68% Acciones
SEI INVESTMENTS CO $3 206 912 288 911 2,55% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $2 657 129 239 381 2,11% Acciones
Empyrean Capital Partners, LP $2 562 735 230 877 2,03% Acciones
Militia Capital Partners, LP $2 281 711 180 658 1,81% Acciones
Crews Bank & Trust $2 098 733 189 075 1,67% Acciones
TUDOR INVESTMENT CORP ET AL $2 069 129 186 408 1,64% Acciones
VANGUARD FIDUCIARY TRUST CO $1 807 258 162 816 1,43% Acciones
WESTWOOD HOLDINGS GROUP INC $1 650 959 148 735 1,31% Acciones
Kennondale Capital Management LLC $1 629 280 146 782 1,29% Acciones
MERCER GLOBAL ADVISORS INC /ADV $1 492 428 134 453 1,18% Acciones
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $1 476 034 132 976 1,17% Acciones
Brandywine Global Investment Management, LLC $1 407 866 111 470 1,12% Acciones
FRANKLIN RESOURCES INC $1 261 737 113 670 1,00% Acciones
ANTIPODES PARTNERS Ltd $1 256 342 113 184 1,00% Acciones
GOLDMAN SACHS GROUP INC $1 185 180 106 773 0,94% Acciones
Lido Advisors, LLC $985 333 88 768 0,78% Acciones
RITHOLTZ WEALTH MANAGEMENT $956 332 86 156 0,76% Acciones
WEDGE CAPITAL MANAGEMENT L L P/NC $942 480 83 776 0,75% Acciones
Connor, Clark & Lunn Investment Management Ltd. $928 160 83 618 0,74% Acciones
MACKENZIE FINANCIAL CORP $919 513 82 839 0,73% Acciones
FIRST TRUST ADVISORS LP $899 199 81 009 0,71% Acciones
JACOBS LEVY EQUITY MANAGEMENT, INC $861 626 77 624 0,68% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $827 039 74 508 0,66% Acciones
Pacific Ridge Capital Partners, LLC $826 761 74 483 0,66% Acciones
RAYMOND JAMES FINANCIAL INC $818 514 73 740 0,65% Acciones
BANK OF AMERICA CORP /DE/ $814 152 73 347 0,65% Acciones
Cubist Systematic Strategies, LLC $777 310 68 245 0,62% Acciones
Quantinno Capital Management LP $702 963 63 330 0,56% Acciones
Beacon Pointe Advisors, LLC $701 685 62 372 0,56% Acciones
TWO SIGMA ADVISERS, LP $678 231 53 700 0,54% Acciones
JANE STREET GROUP, LLC $672 749 60 608 0,53% Acciones
Tactive Advisors, LLC $610 667 55 015 0,48% Acciones
Bank of New York Mellon Corp $606 859 54 672 0,48% Acciones
IHT Wealth Management, LLC $602 819 54 308 0,48% Acciones
Cornerstone Wealth Group, LLC $505 596 2 885 0,40% Acciones
Empowered Funds, LLC $504 950 45 491 0,40% Acciones
STATE OF WISCONSIN INVESTMENT BOARD $488 333 43 994 0,39% Acciones
MANGROVE PARTNERS IM, LLC $478 443 43 103 0,38% Acciones
STRS OHIO $478 410 43 100 0,38% Acciones
MILLENNIUM MANAGEMENT LLC $455 788 41 062 0,36% Acciones
CANADA PENSION PLAN INVESTMENT BOARD $405 150 36 500 0,32% Acciones
Geller Advisors LLC $403 800 30 000 0,32% Acciones
ALLIANCEBERNSTEIN L.P. $400 950 35 640 0,32% Acciones
RHUMBLINE ADVISERS $344 282 31 017 0,27% Acciones
Militia Capital Management LLC $340 304 30 658 0,27% Acciones
REGIONS FINANCIAL CORP $326 828 29 444 0,26% Acciones
FIFTH THIRD BANCORP $321 179 28 935 0,25% Acciones
EntryPoint Capital, LLC $315 728 28 444 0,25% Acciones
MARTINGALE ASSET MANAGEMENT L P $297 836 26 832 0,24% Acciones
Cox Capital Mgt LLC $281 074 25 322 0,22% Acciones
DEUTSCHE BANK AG\ $272 938 24 589 0,22% Acciones
AlphaQuest LLC $263 500 20 863 0,21% Acciones
Welch Group, LLC $258 497 23 288 0,21% Acciones
WELLS FARGO & COMPANY/MN $234 232 21 102 0,19% Acciones
Sowell Financial Services LLC $216 017 19 461 0,17% Acciones
Graham Capital Management, L.P. $201 809 18 181 0,16% Acciones
Balyasny Asset Management L.P. $192 607 17 352 0,15% Acciones
MetLife Investment Management, LLC $185 315 16 695 0,15% Acciones
Palumbo Wealth Management LLC $184 787 16 647 0,15% Acciones
Squarepoint Ops LLC $173 005 15 586 0,14% Acciones
VANGUARD GROUP INC $159 795 12 652 0,13% Acciones
OSAIC HOLDINGS, INC. $152 402 13 730 0,12% Acciones
AXA Investment Managers S.A. $147 352 12 937 0,12% Acciones
Atom Investors LP $144 422 13 011 0,11% Acciones
Metis Global Partners, LLC $136 119 12 263 0,11% Acciones
BlackRock, Inc. $130 414 11 749 0,10% Acciones
Vident Advisory, LLC $130 358 11 744 0,10% Acciones
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $128 816 11 605 0,10% Acciones
D. E. Shaw & Co., Inc. $126 784 11 422 0,10% Acciones
Marble Wealth, LLC $123 049 11 085 0,10% Acciones
Quadrature Capital Ltd $122 944 11 076 0,10% Acciones
Kingsview Wealth Management, LLC $120 881 10 745 0,10% Acciones
Daytona Street Capital LLC $111 450 10 000 0,09% Acciones
Invesco Ltd. $111 122 10 011 0,09% Acciones
Rockefeller Capital Management L.P. $111 000 10 000 0,09% Acciones
Vanguard Global Advisers, LLC $104 951 9 455 0,08% Acciones
FMR LLC $93 895 8 459 0,07% Acciones
Farther Finance Advisors, LLC $87 721 7 903 0,07% Acciones
NEW YORK STATE COMMON RETIREMENT FUND $80 675 7 268 0,06% Acciones
Police & Firemen's Retirement System of New Jersey $72 594 6 540 0,06% Acciones
Nuveen Asset Management, LLC $50 085 3 721 0,04% Acciones
BNP PARIBAS FINANCIAL MARKETS $45 832 4 129 0,04% Acciones
MORGAN STANLEY $44 400 4 000 0,04% Acciones
NORTHERN TRUST CORP $43 412 3 911 0,03% Acciones
Nuveen, LLC $41 303 3 721 0,03% Acciones
Tower Research Capital LLC (TRC) $34 177 3 079 0,03% Acciones
Ameritas Investment Partners, Inc. $28 061 2 528 0,02% Acciones
Ancora Advisors LLC $26 862 2 420 0,02% Acciones
BARCLAYS PLC $25 542 2 301 0,02% Acciones
Legal & General Group Plc $25 197 2 270 0,02% Acciones

Informantes de la empresa 42 insiders · 21 directivos · 15 consejeros

Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Brad Martz President & CEO 27 de mayo de 2025 M 365 943 0 0 $0
John Forney President & CEO 26 de mayo de 2020 A 124 491 0 0 $0
Svetlana Castle Chief Financial Officer 7 de mayo de 2025 A 5 201 0 0 $0
Nicholas W Griffin Chief Financial Officer 25 de marzo de 2009 A 58 310 0 0 $0
Christopher Griffith Chief Operating Officer 5 de junio de 2025 M 121 431 0 0 $0
Paul F Difrancesco Chief Operating Officer 18 de agosto de 2020 A 20 533 0 0 $0
Troy J Crawford Chief Underwriting Officer 15 de julio de 2026 F 12 107 0 0 $0
Brooke Adler General Counsel 27 de mayo de 2025 M 103 265 0 0 $0
James Andy Gray Chief Compliance/Risk Officer 14 de mayo de 2025 M 195 594 0 0 $0
Brooke Shirazi Chief Underwriting Officer 27 de mayo de 2022 A 112 000 0 0 $0
Alycia Weigley Chief Talent Officer 27 de mayo de 2022 A 9 002 0 0 $0
Scott St John Chief Claims Officer 27 de mayo de 2022 A 25 140 0 0 $0
Christian Dittman Chief Risk Officer 24 de mayo de 2021 A 20 238 0 0 $0
Brad Kalter Chief Legal Officer 30 de noviembre de 2020 A 661 0 0 $0
Deepak Menon Chief Revenue Officer 18 de septiembre de 2020 M 102 787 0 0 $0
Kimberly Salmon General Counsel 7 de septiembre de 2017 P 29 622 0 0 $0
Andrew Swenson Chief Information Officer 12 de mayo de 2017 P 31 017 0 0 $0
John Langowski Vice President, Claims 18 de marzo de 2016 F 14 659 0 0 $0
Judy Copechal Chief Underwriting Officer 6 de mayo de 2015 P 3 327 0 0 $0
Jay Williams Vice President of Sales 24 de febrero de 2015 A 17 615 0 0 $0
Melvin A Russell Jr Chief Underwriting Officer 11 de diciembre de 2012 P 49 018 0 0 $0
Patrick Maroney Consejero 26 de mayo de 2026 A 103 500 0 0 $0
Daniel Peed Consejero 26 de mayo de 2026 A 1 986 936 0 0 $0
Iii William H. Hood Consejero 26 de mayo de 2026 A 65 429 0 0 $0
Kern Michael Davis Consejero 26 de mayo de 2026 A 304 564 0 0 $0
Deirdre A Brown Consejero 26 de mayo de 2026 A 6 500 0 0 $0
Gregory C Branch Consejero 26 de mayo de 2026 A 1 729 197 0 0 $0
Kent G Whittemore Consejero 26 de mayo de 2026 A 374 267 0 0 $0
Michael Hogan Consejero 26 de mayo de 2026 A 366 754 0 0 $0
Alec Poitevint II Consejero 26 de mayo de 2026 A 195 000 0 0 $0
Sherrill W Hudson Consejero 19 de mayo de 2025 A 203 403 0 0 $0
Gordon G Pratt Consejero 6 de octubre de 2008 P 932 231 0 0 $0
David E Sturgess Consejero 30 de septiembre de 2008 D 17 839 0 0 $0
Thomas D Sargent Consejero 30 de septiembre de 2008 D 17 839 0 0 $0
James Zuhlke Consejero 30 de septiembre de 2008 D 17 839 0 0 $0
Stilwell Value LLC Propietario del 10% 22 de octubre de 2012 S 49 318 0 0 $0
Stilwell Joseph Propietario del 10% 22 de octubre de 2012 S 49 318 0 0 $0
Neil W Savage Propietario del 10% 28 de septiembre de 2011 P 17 573 0 0 $0
SYNOVUS FINANCIAL CORP Propietario del 10% 28 de septiembre de 2011 S 220 047 0 0 $0
FMG INVESTORS LLC Propietario del 10% 30 de septiembre de 2008 D 932 231 0 0 $0
Donald J Cronin — 25 de marzo de 2009 A 91 351 0 0 $0
Larry G Swets JR — 22 de octubre de 2008 P 932 231 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Activistas y propietarios del %+ 5 11 tenencias

Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.

Declarante Presentado Participación Estado Propósito Presentación
Peed Daniel, Peed FLP1, Ltd, L.L.P. ×2 presentaciones 11 de agosto de 2025 34,50% Enmienda — SEC
R. Daniel Peed, Peed FLP1 Ltd, L.L.P. ×3 presentaciones 20 de marzo de 2019 — Presentación inicial — SEC
Stilwell Value Partners I, L.P., Stilwell Value Partners VI, L.P., Stilwell Associates, L.P., Stilwell Associates Insurance Fund of the S.A.L.I. Multi-Series Fund L.P., Stilwell Value LLC, Stilwell Advisers LLC, Joseph Stilwell ×2 presentaciones 17 de diciembre de 2012 — Presentación inicial Campaña de la junta directiva SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 20 de septiembre de 2012 — Presentación inicial — SEC
Stilwell Value Partners VI, L.P., Stilwell Associates, L.P., Stilwell Associates Insurance Fund of the S.A.L.I. Multi-Series Fund L.P., Stilwell Value LLC, Stilwell Advisers LLC, Joseph Stilwell ×2 presentaciones 29 de mayo de 2012 — Presentación inicial Campaña de la junta directiva SEC
Neil W. Savage, Kern M. Davis, William W. Hood, III ×4 presentaciones 15 de marzo de 2012 — Presentación inicial — SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 28 de octubre de 2011 — Presentación inicial — SEC
Synovus Financial Corp. ×5 presentaciones 30 de septiembre de 2011 — Presentación inicial — SEC
Homeowners Choice, Inc. ×2 presentaciones 9 de diciembre de 2010 — Presentación inicial — SEC
Bulldog Investors, Phillip Goldstein and Andrew Dakos ×3 presentaciones 12 de noviembre de 2008 — Presentación inicial — SEC
Gregory C. Branch 15 de octubre de 2008 — Presentación inicial — 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.

Propiedad de ETFs Mantenido por 33 ETFs

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
SVAL · iShares Trust 0,33% 66 190 SH 8 de agosto de 2026 Diario
IWC · iShares Trust 0,06% 85 787 SH 8 de agosto de 2026 Diario
VFQY · VANGUARD WELLINGTON FUND 0,05% 19 491 SH 8 de agosto de 2026 Diario
GSSC · Goldman Sachs ETF Trust 0,04% 33 833 NS 31 de mayo de 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,03% 681 552 NS 31 de mayo de 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0,02% 5 598 SH 8 de agosto de 2026 Diario
VTWV · VANGUARD SCOTTSDALE FUNDS 0,02% 21 955 SH 8 de agosto de 2026 Diario
IWN · iShares Trust 0,02% 274 281 SH 8 de agosto de 2026 Diario
AVSC · AMERICAN CENTURY ETF TRUST 0,01% 38 737 NS 31 de mayo de 2026 N-PORT
DFAS · Dimensional ETF Trust 0,01% 158 187 NS 30 de abril de 2026 N-PORT
IWM · iShares Trust 0,01% 826 120 SH 8 de agosto de 2026 Diario
VTWO · VANGUARD SCOTTSDALE FUNDS 0,01% 145 239 SH 8 de agosto de 2026 Diario
RSSL · Global X Funds 0,01% 10 604 NS 30 de abril de 2026 N-PORT
ITWO · ProShares Trust 0,01% 1 151 NS 31 de mayo de 2026 N-PORT
EBI · RBB Fund Trust 0,00% 2 949 NS 31 de mayo de 2026 N-PORT
DFAT · Dimensional ETF Trust 0,00% 50 529 NS 30 de abril de 2026 N-PORT
DXUV · Dimensional ETF Trust 0,00% 1 293 NS 30 de abril de 2026 N-PORT
UWM · ProShares Trust 0,00% 900 NS 31 de mayo de 2026 N-PORT
URTY · ProShares Trust 0,00% 906 NS 31 de mayo de 2026 N-PORT
DFSU · Dimensional ETF Trust 0,00% 4 450 NS 30 de abril de 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 6 441 NS 30 de abril de 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 13 739 NS 30 de abril de 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,00% 888 NS 31 de mayo de 2026 N-PORT
HDG · ProShares Trust 0,00% 23 NS 31 de mayo de 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 37 406 NS 30 de abril de 2026 N-PORT
IWV · iShares Trust 0,00% 12 083 SH 8 de agosto de 2026 Diario
AVUS · AMERICAN CENTURY ETF TRUST 0,00% 7 639 NS 31 de mayo de 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 4 888 NS 30 de abril de 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,00% 284 795 SH 8 de agosto de 2026 Diario
VTI · VANGUARD INDEX FUNDS 0,00% 688 548 SH 8 de agosto de 2026 Diario
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 2 292 SH 8 de agosto de 2026 Diario
DFUV · Dimensional ETF Trust 0,00% 44 NS 30 de abril de 2026 N-PORT
VFH · VANGUARD WORLD FUND 0,00% 39 296 SH 8 de agosto de 2026 Diario