CB Chubb Limited Common Stock
Acerca de Chubb Limited Common Stock Descripción general de la empresa de Wikipedia
Chubb Limited is an American–Swiss company incorporated in Zürich and listed on the New York Stock Exchange (NYSE), where it is a component of the S&P 500.
Leer más
Chubb Limited is an American–Swiss company incorporated in Zürich and listed on the New York Stock Exchange (NYSE), where it is a component of the S&P 500.
Chubb is a global provider of insurance products covering property and casualty, accident and health, reinsurance, and life insurance, and is the largest publicly traded property and casualty insurance company in the world. Chubb operates in 55 countries and territories and in the Lloyd's insurance market in London. Its clients consist of multinational corporations and local businesses, individuals, and insurers seeking reinsurance coverage. Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance.
In 2018, the group had $174 billion in assets, $30.8 billion in gross written premiums, and approximately 31,000 employees. Its core operating insurance companies are rated "AA" (Very Strong) for financial strength by Standard & Poor's and "A++" (Superior) by A. M. Best. It has stable outlooks from both agencies. Fitch rates Chubb Limited and its subsidiaries "AA" (Very Strong) for financial strength, "AA−" for issuer default, and "A+" for senior debt. Moody's rates the U.S. companies "A1" and the unsecured loan notes "A3".
On 1 July 2015, property and casualty insurer ACE Limited (ACE) announced that it would acquire the original Chubb Corporation for $28.3 billion in cash and stock. ACE stated that Chubb's then-current headquarters in Warren, New Jersey, would retain a substantial portion of the headquarters functions for the combined company's North American division. The combined company adopted the Chubb name in January 2016 after the acquisition was completed.
History
Chubb
In 1882, Thomas Caldecot Chubb and his son Percy started a marine underwriting business in New York City. They collected $1,000 from 100 prominent merchants and focused on insuring ships and cargoes.
The Chubb Corporation was incorporated in 1967 and was listed on the New York Stock Exchange in 1984.
Beginning in 1970, the corporation owned The Chubb Institute, a chain of commercial technical schools which grew out of the company's employee training program, but the schools were sold for $1 to a partnership of private equity firms Great Hill Partners and the High-Tech Institute in 2004.
In 2007, Chubb was named the Readers' Choice winner as "Best Admitted Property/Casualty Insurance Company" by Business Insurance. In 2010 Chubb was number five on Chicago Business "Best Places to Work" list.
ACE Limited
1985–1999
ACE (American Casualty Excess) Limited was established in 1985 in response to the U.S. liability insurance crisis of the mid-1980s. It was formed with the assistance of insurance broker Marsh & McLennan and funded by a group of 34 U.S. companies seeking difficult-to-obtain Excess Liability and Directors and Officers (D&O) insurance coverage. That year, ACE and its Bermuda subsidiary, incorporated in the Cayman Islands and headquartered in Hamilton, Bermuda, wrote its first insurance policy with John Cox as its president and CEO. In 1987 the company assumed management of Corporate Officers & Directors Assurance Limited (CODA), expanding ACE Bermuda's product line.
Walter Scott became Chairman, President, and CEO of ACE in 1990 and saw the company listed on the New York Stock Exchange in 1993. Brian Duperreault succeeded Scott in 1994 as Chairman, President & CEO and worked for the next ten years as ACE went through a series of acquisitions and a diversification process that brought the ACE Group of Companies global status. One of the multiple acquisitions made during this time was the global property and casualty business of Cigna Corporation (most significantly the Insurance Company of North America, known as INA), which was purchased for $3.45 billion in 1999.
2000–2021
In 2004, Evan G. Greenberg became president and CEO of ACE Ltd. In 2004, ACE was also investigated by New York Attorney General Eliot Spitzer for participating in a bid rigging and price fixing scheme with insurance broker Marsh & McLennan.
In 2008, ACE purchased the accident and health insurance provider Combined Insurance Company of America (founded by W. Clement Stone in 1919) from Aon Corporation for $2.56 billion and the high-net-worth personal lines business of the Atlantic Companies.
Also in 2008, ACE relocated from the Cayman Islands to Zürich, Switzerland. Evan Greenberg described the move as a "natural progression" that would provide ACE with a "better strategic flexibility…and a solid legal and regulatory environment…" The re-domestication was completed in July that year.
In 2010, the ACE company ESIS Inc. was hired by BP to process claims made by the victims of the Deepwater Horizon oil spill.
In 2010, ACE Limited purchased Rain and Hail, LLC for $1.1 billion. Rain and Hail Insurance Service, headquartered in Johnston, Iowa, is an industry leader in crop insurance in the United States. ACE Limited also acquired the Hong Kong and Korea life insurance operations of New York Life.
In 2011, ACE Limited purchased agribusiness insurer Penn Millers.
In 2012, they purchased Indonesian insurer Asuransi Jaya Proteksi.
In 2013, they purchased Mexican Surety Lines Company Fianzas Monterrey and Mexican Personal Lines Insurer ABA Seguros.
In April 2014, ACE Limited acquired a majority stake in Siam Commercial Samaggi Insurance PCL from Siam Commercial Bank. Following a subsequent tender offer in June 2014, ACE and its local partner owned 93.03% of the Samaggi.
In October 2014, ACE Limited acquired the large commercial property and casualty business of Itaú Unibanco Holding SA. The transaction made ACE the largest property and casualty insurer in Brazil.
In April 2015, ACE Limited acquired the Fireman's Fund high net-worth personal lines insurance business in the U.S. from Allianz for $365 million. ACE Private Risk Services is one of the largest high net worth insurers in the U.S.
On 1 September 2020, Chubb announced the introduction of the latest update of its Enterprise Guard Plus product for the emerging needs of Hong Kong business insurance.
In February 2021, Chubb Limited and the World Health Organization announced the roll out of a no-fault compensation scheme for COVID-19 vaccinations for low and middle-income countries.
In May 2024, Chubb completed the acquisition of Healthy Paws, a U.S.-based managing general agent (MGA) specializing in pet insurance, from Aon plc. Chubb had underwritten the Healthy Paws pet insurance program since 2013.
ACE acquires Chubb
On 1 July 2015, ACE announced that it would acquire Chubb Corporation for $28.3 billion in cash and ACE stock. Upon completion, ACE shareholders held 70% while Chubb shareholders got 30% of the new combined company. The new company was to be based in Zürich, where ACE Limited's headquarters were. Evan Greenberg of ACE became the Chairman and CEO of the new company, while Chubb Chairman and CEO John Finnegan became Executive Vice Chairman for North America External Affairs. The company's board was expanded to 18, with 4 of them coming from Chubb. The new combined company then decided to adopt the Chubb name. The deal received ACE and Chubb shareholder approval and all required regulatory approval, and closed on 14 January 2016.
Controversies
2004 Eliot Spitzer investigation
In 2004 New York Attorney General Eliot Spitzer conducted an investigation in the insurance industry. ACE, American International Group (AIG), Marsh & McLennan, and other large insurers and brokerages were named in Spitzer's investigation for possibly participating in questionable insurance practices including the payment of contingent commissions, bid-rigging, price-fixing, and improper accounting.
Spitzer asserted that contingent commissions contributed to a widespread practice of "bid-rigging" where brokers solicited fake bids with deliberately less favorable terms for the consumer than the bid offered by the insurance company paying the highest commissions.
As part of an $80 million settlement that abated further inquiry, ACE signed an Assurance of Discontinuance in which they acknowledged their prior conduct and agreed to alter their business practices. Evan Greenberg himself admitted no fault in Spitzer's allegations although a junior executive did plead guilty to criminal charges.
Spitzer's insurance industry probe additionally looked in early 2005 into ACE Ltd's subsidiary ACE Tempest Re's reporting to the SEC of a series of reinsurance transactions, together with the SEC reporting of a further 16 unaffiliated re-insurers. Evan Greenberg said that his company's investigation should be completed within a month. According to Greenberg, contracts appeared "generally structured in a way to provide for appropriate risk transfer and accounted for properly."
The Spitzer investigations also triggered civil litigation by policyholders who claim they were victimized by the bid rigging and commission schemes.
Securing bond for Donald Trump defamation appeal
On 8 March 2024, Federal Insurance Company, part of The Chubb Corporation, posted a $91.63 million bond for Donald Trump in the E. Jean Carroll v. Donald J. Trump case. Despite an estimated net worth of over $2 billion, Trump needed a cash bond posted by Chubb in order to secure his appeal. While President, Trump appointed Chubb CEO Evan G. Greenberg to the White House advisory committee for trade policy and negotiations. When Chubb announced the securing of the bond, they claimed that this would be the only bond secured as Trump has another $454 million bond pending for his New York civil fraud case. On 18 March 2024, Trump's lawyers notified the Appellate Division of Manhattan Supreme Court that he was unable to secure a bond for the civil fraud case, seeming to confirm Chubb's position on not underwriting additional bonds for Trump.
On 13 March 2024, CEO Evan Greenberg issued a letter to investors, customers, and brokers defending the move. Despite having deep personal connections to Trump, Greenberg claimed "we frankly left our own personal feelings aside" when deciding to issue the bond.
Reversal on coal pledge
In 2019, Chubb pledged not to insure energy companies that rely more than 30% on coal power. By 2025, Chubb had broken its pledge, as it insured a coal-fired power station.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
CB Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
CB 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
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 12 de junio de 2026 | $1,0200 |
| 13 de marzo de 2026 | $0,9700 |
| 13 de junio de 2025 | $0,9700 |
| 14 de marzo de 2025 | $0,9100 |
| 13 de diciembre de 2024 | $0,9100 |
| 13 de septiembre de 2024 | $0,9100 |
| 14 de junio de 2024 | $0,9100 |
| 14 de marzo de 2024 | $0,8600 |
| 14 de diciembre de 2023 | $0,8600 |
| 14 de septiembre de 2023 | $0,8600 |
| 15 de junio de 2023 | $0,8600 |
| 16 de marzo de 2023 | $0,8300 |
| 15 de diciembre de 2022 | $0,8300 |
| 15 de septiembre de 2022 | $0,8300 |
| 16 de junio de 2022 | $0,8300 |
| 17 de marzo de 2022 | $0,8000 |
| 16 de diciembre de 2021 | $0,8000 |
| 16 de septiembre de 2021 | $0,8000 |
| 17 de junio de 2021 | $0,8000 |
| 18 de marzo de 2021 | $0,7800 |
CB Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 8 22,9%
- Compra 10 28,6%
- Mantener 15 42,9%
- Venta 1 2,9%
- Venta fuerte 1 2,9%
Precio objetivo a 12 meses
23 analistas · 2026-08-15Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $7.26 | $6.95 | 0.31% |
| 31 de marzo de 2026 | $6.82 | $6.80 | 0.02% |
| 31 de diciembre de 2025 | $7.52 | $6.98 | 0.54% |
| 30 de septiembre de 2025 | $7.49 | $6.33 | 1.2% |
| 30 de junio de 2025 | $6.14 | $6.15 | -0.01% |
| 31 de marzo de 2025 | $3.68 | $3.28 | 0.40% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 11
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $59.40B | $55.75B | $49.73B | $43.10B | $40.87B | $35.99B | $34.19B | $32.72B | $32.24B | $31.47B | $18.99B | $19.17B | |
| SG&A Expense | $4.50B | $4.38B | $4.01B | $3.40B | $3.13B | $2.98B | $3.03B | $2.89B | $2.83B | $3.08B | $2.27B | $2.25B | |
| Interest Expense | $764M | $741M | $672M | $570M | $492M | $516M | $552M | $641M | $607M | $605M | $300M | $280M | |
| Other Non-op | $1.30B | $1.02B | $836M | $-89M | $2.37B | $994M | $596M | $434M | $400M | $222M | $51M | $190M | |
| Pretax Income | $13.04B | $11.46B | $9.53B | $6.49B | $9.79B | $4.16B | $5.25B | $4.66B | $3.72B | $4.95B | $3.30B | $3.49B | |
| Income Tax | $2.42B | $1.81B | $511M | $1.24B | $1.27B | $629M | $795M | $695M | $-139M | $815M | $462M | $634M | |
| Net Income | $10.31B | $9.27B | $9.03B | $5.25B | $8.53B | $3.53B | $4.45B | $3.96B | $3.86B | $4.13B | $2.83B | $2.85B | |
| EPS (Basic) | $25.93 | $22.94 | $21.97 | $12.50 | $19.38 | $7.82 | $9.77 | $8.55 | $8.26 | $8.94 | $8.71 | $8.50 | |
| EPS (Diluted) | $25.68 | $22.70 | $21.80 | $12.39 | $19.24 | $7.79 | $9.71 | $8.49 | $8.19 | $8.87 | $8.62 | $8.42 | |
| Shares (Basic) | 397,611,884 | 404,189,749 | 410,845,263 | 419,779,847 | 439,968,422 | 451,602,820 | 455,910,463 | 463,629,203 | 467,145,716 | 462,519,789 | 325,589,361 | 335,609,899 | |
| Shares (Diluted) | 401,513,338 | 408,486,435 | 414,202,568 | 423,527,444 | 443,197,278 | 453,441,512 | 458,914,663 | 466,802,348 | 471,196,901 | 465,949,399 | 328,835,378 | 338,986,287 |
Balance general 19
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | $2.01B | $1.66B | $1.75B | $1.54B | $1.25B | $728M | $985M | $1.77B | $655M | |
| Short-term Investments | · | · | · | · | · | · | · | $3.02B | $3.56B | $3.00B | $10.45B | · | |
| PP&E (Net) | $3.50B | $3.10B | $2.90B | $2.40B | $2.00B | $2.00B | $1.90B | $1.70B | $1.30B | $1.20B | $938M | · | |
| Goodwill | $20.21B | $19.58B | $19.69B | $16.23B | $15.21B | $15.40B | $15.30B | $15.27B | $15.54B | $15.33B | $4.80B | $4.90B | |
| Intangibles | $6.24B | $6.38B | $6.78B | $5.44B | $5.46B | $5.81B | $6.06B | $6.14B | $6.51B | $6.76B | $887M | $717M | |
| Total Assets | $272.33B | $246.55B | $230.68B | $199.02B | $200.05B | $190.77B | $176.94B | $167.77B | $167.02B | $159.79B | $102.31B | $98.25B | |
| Short-term Debt | $1.50B | $800M | $1.46B | $475M | $999M | $0 | $1.30B | $509M | $1.01B | $500M | $0 | $1.15B | |
| Deferred Tax | $1.74B | $1.58B | $1.55B | $377M | $389M | $892M | $804M | $304M | $699M | $988M | $0 | · | |
| Total Liabilities | $192.55B | $178.15B | $166.99B | $148.50B | $140.34B | $131.33B | $121.61B | $117.46B | $115.85B | $111.51B | $73.17B | $68.66B | |
| Long-term Debt | $15.73B | $14.38B | $13.04B | $14.40B | $15.17B | $14.95B | $13.56B | $12.09B | $11.56B | $12.61B | $9.39B | $3.36B | |
| Total Debt | $1.50B | $800M | $1.46B | $475M | $999M | $0 | $1.30B | $509M | $1.01B | $500M | · | $2.55B | |
| Common Stock | $231M | $235M | $241M | $10.35B | $10.98B | $11.06B | $11.12B | $11.12B | $11.12B | $11.12B | $7.83B | $8.05B | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | $15.34B | $4.48B | $5.14B | |
| Retained Earnings | $69.95B | $61.56B | $54.81B | $48.30B | $47.37B | $39.34B | $36.14B | $31.70B | $27.47B | $23.61B | $19.48B | $16.64B | |
| Treasury Stock | $4.70B | $3.52B | $4.40B | $5.11B | $7.46B | $3.64B | $3.75B | $2.62B | $1.94B | $1.48B | $1.92B | $1.45B | |
| AOCI | $-4.97B | $-8.64B | $-6.81B | $-10.19B | $350M | $2.87B | $619M | $-2.45B | $543M | $-314M | $-735M | $1.19B | |
| Stockholders' Equity | $73.76B | $64.02B | $59.51B | $50.52B | $58.33B | $59.44B | $55.33B | $50.31B | $51.17B | $48.27B | $29.14B | $29.59B | |
| Liabilities + Equity | $272.33B | $246.55B | $230.68B | $199.02B | $200.05B | $190.77B | $176.94B | $167.77B | $167.02B | $159.79B | $102.31B | $98.25B | |
| Shares Outstanding | 391,101,227 | 400,703,663 | 405,269,637 | 414,594,856 | 426,572,612 | 450,732,625 | 451,971,567 | 459,203,378 | 463,833,179 | 465,968,716 | 324,563,441 | 328,659,686 |
Flujo de Efectivo 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deferred Tax | $337M | $86M | $-1.08B | $158M | $-90M | $-299M | $-113M | $43M | $-498M | $-9M | $158M | $153M | |
| Amort. of Intangibles | $301M | $323M | $310M | $285M | $287M | $290M | $305M | $339M | $260M | $19M | $171M | $108M | |
| Operating Cash Flow | $12.82B | $16.18B | $12.63B | $11.26B | $11.15B | $9.79B | $6.34B | $5.48B | $4.50B | $5.29B | $3.86B | $4.50B | |
| Investing Cash Flow | $-11.26B | $-13.92B | $-7.65B | $-5.65B | $-6.66B | $-7.52B | $-5.91B | $-2.94B | $-2.42B | · | $-6.29B | $-2.50B | |
| Debt Issued | $2.42B | $2.41B | $0 | $0 | $1.58B | $988M | $2.83B | $2.17B | $0 | · | $6.09B | $699M | |
| Net Debt Issued | $1.62B | $971M | $-475M | $-1.00B | $1.58B | $-313M | $2.32B | $170M | $-501M | · | $4.94B | $198M | |
| Stock Repurchased | $3.69B | $1.80B | $2.41B | $2.89B | $4.86B | $523M | $1.53B | $1.04B | $801M | · | $758M | $1.43B | |
| Net Stock Activity | $-3.69B | $-1.80B | $-2.41B | $-2.89B | $-4.86B | $-523M | $-1.53B | $-1.04B | $-801M | · | $-758M | $-1.43B | |
| Dividends Paid | $1.50B | $1.44B | $1.39B | $1.38B | $1.40B | $1.39B | $1.35B | $1.34B | $1.31B | $1.17B | $862M | $862M | |
| Financing Cash Flow | $-1.85B | $-2.18B | $-4.49B | $-5.14B | $-4.41B | $-2.08B | $-151M | $-1.99B | $-2.32B | · | $3.69B | $-1.78B | |
| Net Change in Cash | $-79M | $-72M | $494M | $316M | $-25M | $190M | $306M | $489M | $-237M | $-797M | $1.12B | $76M | |
| Taxes Paid | $2.21B | $1.66B | $1.47B | $1.24B | $1.30B | $902M | $912M | $503M | $736M | $662M | $469M | $349M |
Rentabilidad 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 17.4% | 16.6% | 18.1% | 12.3% | 20.8% | 9.8% | 13.0% | 12.1% | 12.0% | 13.1% | 14.9% | 14.9% | |
| Pretax Margin | 22.0% | 20.5% | 19.1% | 15.2% | 24.0% | 11.6% | 15.3% | 14.2% | 11.5% | 15.7% | · | · | |
| ROA | 4.0% | 3.9% | 4.2% | 2.7% | 4.4% | 1.9% | 2.6% | 2.4% | 2.4% | 3.2% | 2.8% | 3.0% | |
| ROE | 15.0% | 15.0% | 16.1% | 10.8% | 14.3% | 6.1% | 8.1% | 7.8% | 7.6% | 8.6% | 9.7% | 9.6% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | 0.1 |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.5% | 12.1% | 15.4% | 5.5% | 13.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 11.3% | 10.9% | 11.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 10.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 13.1% | 4.1% | 75.9% | -35.6% | 147.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 27.5% | 5.7% | 40.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 26.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 11.2% | 2.7% | 72.1% | -38.5% | 141.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 25.3% | 2.8% | 36.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 23.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 1.6% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $59.40B | $55.75B | $49.73B | $43.10B | $40.87B | $35.99B | $34.19B | $32.72B | $32.24B | $31.47B | $18.99B | $19.17B | |
| Net Income TTM | $10.31B | $9.27B | $9.03B | $5.25B | $8.53B | $3.53B | $4.45B | $3.96B | $3.86B | $4.13B | $2.83B | $2.85B | |
| Market Cap | $122.07B | $110.71B | $91.59B | $91.46B | $82.46B | $69.38B | $70.35B | $59.32B | $67.78B | $61.56B | $37.93B | $37.76B | |
| Enterprise Value | · | · | · | $89.92B | $81.80B | $67.63B | $70.12B | $58.58B | $68.06B | $61.08B | · | $39.65B | |
| P/E | 12.2 | 12.2 | 10.4 | 17.8 | 10.0 | 19.8 | 16.0 | 15.2 | 17.8 | 14.9 | 13.6 | 13.6 | |
| P/S | 2.1 | 2.0 | 1.8 | 2.1 | 2.0 | 1.9 | 2.1 | 1.8 | 2.1 | 2.0 | 2.0 | 2.0 | |
| P/B | 1.7 | 1.7 | 1.5 | 1.8 | 1.4 | 1.2 | 1.3 | 1.2 | 1.3 | 1.3 | 1.3 | 1.3 | |
| P / Tangible Book | 2.6 | 2.9 | 2.8 | 3.2 | 2.2 | 1.8 | · | · | · | · | · | · | |
| P / Cash Flow | 9.5 | 6.8 | 7.3 | 8.1 | 7.4 | 7.1 | 11.1 | 10.8 | 15.1 | 11.6 | 9.8 | 8.4 | |
| EV / Revenue | · | · | · | 2.1 | 2.0 | 1.9 | 2.1 | 1.8 | 2.1 | 1.9 | · | 2.1 | |
| Dividend Yield | 1.2% | 1.3% | 1.5% | 1.5% | 1.7% | 2.0% | 1.9% | 2.2% | 1.9% | 1.9% | 2.3% | 2.3% | |
| Earnings Yield | 8.2% | 8.2% | 9.7% | 5.6% | 10.0% | 5.1% | 6.2% | 6.6% | 5.6% | 6.7% | 7.4% | 7.3% | |
| Payout Ratio | 14.6% | 15.5% | 15.4% | 25.9% | 16.4% | 39.3% | 30.4% | 33.8% | 33.9% | 28.4% | 30.4% | 30.2% | |
| Annual Payout | $1.50B | $1.44B | $1.39B | $1.38B | $1.40B | $1.39B | $1.35B | $1.34B | $1.31B | $1.17B | $862M | $862M |
Estado de resultados 11
| Métrica | Tendencia | 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 | $15.82B | $14.77B | $15.06B | $16.15B | $14.84B | $13.35B | $14.18B | $14.85B | $13.84B | $12.89B | $12.99B | $13.85B | $11.83B | $11.06B | $11.44B | $12.12B | |
| SG&A Expense | $1.17B | $1.15B | $1.16B | $1.14B | $1.12B | $1.08B | $1.12B | $1.09B | $1.09B | $1.07B | $1.05B | $1.06B | $969M | $930M | $916M | $883M | |
| Interest Expense | $200M | $198M | $205M | $197M | $181M | $181M | $189M | $192M | $182M | $178M | $173M | $174M | $165M | $160M | $154M | $150M | |
| Other Non-op | $196M | $161M | $516M | $43M | $655M | $83M | $397M | $325M | $110M | $191M | $286M | $154M | $100M | $296M | $-98M | $-202M | |
| Pretax Income | $3.62B | $2.99B | $3.77B | $3.89B | $3.72B | $1.66B | $3.12B | $2.99B | $2.71B | $2.64B | $2.61B | $2.45B | $2.19B | $2.28B | $1.64B | $1.05B | |
| Income Tax | $742M | $646M | $597M | $787M | $717M | $321M | $479M | $504M | $490M | $342M | $-678M | $413M | $392M | $384M | $332M | $263M | |
| Net Income | $2.85B | $2.32B | $3.21B | $2.80B | $2.97B | $1.33B | $2.58B | $2.32B | $2.23B | $2.14B | $3.30B | $2.04B | $1.79B | $1.89B | $1.31B | $792M | |
| EPS (Basic) | $7.37 | $5.94 | $8.14 | $7.05 | $7.42 | $3.32 | $6.40 | $5.75 | $5.51 | $5.28 | $8.06 | $4.99 | $4.35 | $4.57 | $3.19 | $1.90 | |
| EPS (Diluted) | $7.30 | $5.88 | $8.05 | $6.99 | $7.35 | $3.29 | $6.31 | $5.70 | $5.46 | $5.23 | $8.00 | $4.95 | $4.32 | $4.53 | $3.15 | $1.89 | |
| Shares (Basic) | 387,413,573 | 390,485,934 | -800,292,963 | 397,336,568 | 399,886,323 | 400,681,956 | -809,920,122 | 403,831,412 | 404,615,765 | 405,662,694 | -825,436,741 | 409,505,454 | 412,487,400 | 414,289,150 | -844,192,019 | 416,542,101 | |
| Shares (Diluted) | 391,250,616 | 394,599,504 | -807,876,934 | 400,868,891 | 403,847,030 | 404,674,351 | -817,738,594 | 407,878,727 | 408,606,667 | 409,739,635 | -831,903,459 | 412,605,959 | 415,571,876 | 417,928,192 | -851,300,692 | 419,618,956 |
Balance general 17
| Métrica | Tendencia | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | · | · | · | · | · | $2.29B | $2.29B | · | $2.13B | |
| PP&E (Net) | · | · | $3.50B | · | · | · | $3.10B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $20.34B | $20.37B | $20.21B | $20.24B | $20.18B | $19.72B | $19.58B | $19.99B | $19.83B | $19.70B | $19.69B | $19.55B | $16.32B | $16.18B | $16.23B | $16.11B | |
| Intangibles | $6.14B | $6.22B | $6.24B | $6.32B | $6.39B | $6.36B | $6.38B | $6.59B | $6.62B | $6.71B | · | $6.84B | $5.32B | $5.36B | · | $5.38B | |
| Total Assets | $281.32B | $275.46B | $272.33B | $270.21B | $261.56B | $251.75B | $246.55B | $250.56B | $238.55B | $234.87B | · | $222.75B | $205.45B | $201.41B | · | $198.11B | |
| Short-term Debt | $663M | $1.50B | $1.50B | $1.50B | $1.50B | $0 | $800M | $1.57B | $1.55B | $2.27B | · | $700M | $699M | $0 | · | $1.48B | |
| Deferred Tax | $1.87B | $1.76B | $1.74B | $1.73B | $1.69B | $1.61B | $1.58B | $1.65B | $1.57B | $1.54B | · | $759M | $533M | $541M | · | $2M | |
| Total Liabilities | $200.48B | $195.54B | $192.55B | $192.40B | $187.12B | $181.00B | $178.15B | $180.44B | $173.98B | $170.44B | · | $165.24B | $152.57B | $148.43B | · | $150.47B | |
| Long-term Debt | $17.45B | $15.97B | $15.73B | $15.73B | $13.48B | $14.51B | $14.38B | $14.56B | $13.18B | $13.25B | · | $13.74B | $13.78B | $14.38B | · | $14.04B | |
| Total Debt | $663M | $1.50B | · | $1.50B | $1.50B | $0 | · | $1.57B | $1.55B | $2.27B | · | $700M | $699M | $0 | · | $1.48B | |
| Common Stock | $224M | $224M | $231M | $231M | $231M | $231M | $235M | $235M | $235M | $241M | · | $241M | $241M | $10.35B | · | $10.35B | |
| Retained Earnings | $71.67B | $68.82B | $69.95B | $66.72B | $63.92B | $60.95B | $61.56B | $58.99B | $56.66B | $56.95B | · | $51.51B | $49.47B | $50.20B | · | $47.02B | |
| Treasury Stock | $3.29B | $2.30B | $4.70B | $3.68B | $2.46B | $1.80B | $3.52B | $2.84B | $2.48B | $4.46B | · | $3.75B | $3.17B | $5.34B | · | $4.98B | |
| AOCI | $-5.92B | $-5.91B | $-4.97B | $-4.89B | $-6.06B | $-7.63B | $-8.64B | $-5.27B | $-8.30B | $-7.39B | · | $-11.52B | $-9.82B | $-8.89B | · | $-12.18B | |
| Stockholders' Equity | $75.37B | $73.79B | $73.76B | $71.86B | $69.39B | $65.73B | $64.02B | $65.76B | $61.04B | $60.53B | · | $52.37B | $52.88B | $52.99B | $50.52B | $47.64B | |
| Liabilities + Equity | $281.32B | $275.46B | $272.33B | $270.21B | $261.56B | $251.75B | $246.55B | $250.56B | $238.55B | $234.87B | · | $222.75B | $205.45B | $201.41B | · | $198.11B | |
| Shares Outstanding | 385,634,049 | 388,495,580 | 391,101,227 | 394,324,438 | 398,660,788 | 400,748,485 | 400,703,663 | 403,033,421 | 404,073,495 | 406,033,066 | 405,269,637 | 407,984,339 | 410,691,354 | 414,158,680 | 414,594,856 | 415,020,484 |
Flujo de Efectivo 11
| Métrica | Tendencia | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Amort. of Intangibles | $74M | $73M | $77M | $75M | $74M | $75M | $82M | $81M | $80M | $80M | $84M | $84M | $70M | $72M | $74M | $69M | |
| Operating Cash Flow | $3.73B | $3.95B | $4.06B | $3.64B | $3.55B | $1.57B | $4.57B | $4.32B | $4.08B | $3.22B | $3.19B | $4.68B | $2.52B | $2.25B | $2.66B | $3.44B | |
| Investing Cash Flow | $-2.34B | $-2.83B | $-2.33B | $-5.30B | $-2.83B | $-798M | $-2.47B | $-5.38B | $-2.32B | $-3.75B | $-2.21B | $-3.17B | $-1.69B | $-570M | $-452M | $-6.33B | |
| Debt Issued | $2.16B | $254M | $0 | $2.17B | $249M | $0 | $111M | $1.30B | $0 | $996M | $0 | $0 | $0 | $0 | · | · | |
| Net Debt Issued | · | $254M | · | · | · | $-800M | · | · | · | $996M | · | · | · | $-475M | · | · | |
| Stock Repurchased | $1.06B | $1.17B | $1.17B | $1.09B | $746M | $691M | $450M | $295M | $652M | $404M | $563M | $581M | $722M | $545M | $111M | $656M | |
| Net Stock Activity | · | $-1.17B | · | · | · | $-691M | · | · | · | $-404M | · | · | · | $-545M | · | · | |
| Dividends Paid | $379M | $380M | $384M | $390M | $365M | $366M | $367M | $371M | $349M | $349M | $350M | $356M | $343M | $345M | $345M | $349M | |
| Financing Cash Flow | $-1.27B | $-950M | $-1.66B | $1.70B | $-762M | $-1.12B | $-2.12B | $1.12B | $-1.75B | $562M | $-1.16B | $-1.01B | $-888M | $-1.42B | $-2.41B | $-2.01B | |
| Net Change in Cash | $119M | $164M | $16M | $83M | $121M | $-299M | $-129M | $110M | $-83M | $30M | $-157M | $403M | $-7M | $255M | $-137M | $-4.97B | |
| Taxes Paid | · | · | $491M | $604M | $802M | $314M | $355M | $462M | $756M | $89M | $364M | $348M | $534M | $219M | $278M | $352M |
Rentabilidad 4
| Métrica | Tendencia | 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 | 18.1% | 15.7% | · | 17.3% | 20.0% | 10.0% | · | 15.7% | 16.1% | 16.6% | · | 14.8% | 15.2% | 17.1% | · | 6.7% | |
| Pretax Margin | 22.9% | 20.3% | · | 24.1% | 25.1% | 12.5% | · | 20.2% | 19.6% | 20.4% | · | 17.7% | 18.5% | 20.6% | · | 8.9% | |
| ROA | 1.1% | 0.88% | · | 1.1% | 1.2% | 0.55% | · | 0.98% | 1.0% | 0.98% | · | 0.97% | 0.89% | 0.95% | · | 0.41% | |
| ROE | 3.9% | 3.3% | · | 4.1% | 4.5% | 2.1% | · | 3.9% | 3.9% | 3.8% | · | 4.1% | 3.4% | 3.5% | · | 1.5% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Eficiencia 1
| Métrica | Tendencia | 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 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
Valoración (TTM) 12
| Métrica | Tendencia | 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 | $61.57B | $59.11B | · | $59.19B | $56.87B | $54.93B | · | $55.43B | $52.41B | $49.64B | · | $48.87B | $44.91B | $42.71B | · | $42.50B | |
| Net Income TTM | $10.94B | $9.42B | · | $9.42B | $8.85B | $8.03B | · | $8.74B | $8.21B | $7.87B | · | $6.52B | $5.67B | $5.83B | · | $5.77B | |
| Market Cap | $131.40B | $126.62B | · | $111.30B | $115.50B | $121.02B | · | $116.23B | $103.07B | $105.22B | · | $84.93B | $79.08B | $80.42B | · | $75.48B | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | · | · | · | $77.50B | $78.13B | · | $74.83B | |
| P/E | 12.4 | 13.9 | · | 12.1 | 13.3 | 15.3 | · | 13.5 | 12.8 | 13.6 | · | 13.3 | 14.2 | 14.1 | · | 13.6 | |
| P/S | 2.1 | 2.1 | · | 1.9 | 2.0 | 2.2 | · | 2.1 | 2.0 | 2.1 | · | 1.7 | 1.8 | 1.9 | · | 1.8 | |
| P/B | 1.7 | 1.7 | · | 1.5 | 1.7 | 1.8 | · | 1.8 | 1.7 | 1.7 | · | 1.6 | 1.5 | 1.5 | · | 1.6 | |
| P / Tangible Book | 2.7 | 2.7 | · | 2.5 | 2.7 | 3.1 | · | 3.0 | 3.0 | 3.1 | · | 3.3 | 2.5 | 2.6 | · | 2.9 | |
| P / Cash Flow | · | 32.1 | · | · | · | 77.3 | · | · | · | 32.7 | · | · | · | 35.7 | · | · | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | · | · | · | 1.7 | 1.8 | · | 1.8 | |
| Earnings Yield | 8.1% | 7.2% | · | 8.3% | 7.5% | 6.5% | · | 7.4% | 7.8% | 7.3% | · | 7.5% | 7.0% | 7.1% | · | 7.4% | |
| Payout Ratio | · | 16.4% | · | · | · | 27.5% | · | · | · | 16.3% | · | · | · | 18.2% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $59.40B | $55.75B | $49.73B | $43.10B | $40.87B |
| Beneficio neto | $10.31B | $9.27B | $9.03B | $5.25B | $8.53B |
| EPS Diluido | $25.68 | $22.70 | $21.80 | $12.39 | $19.24 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Últimas noticias Noticias recientes que mencionan a esta empresa
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Propietarios institucionales (13F) 2 354 declarantes · $78.3B 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.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 172 (-50 vs trimestre anterior) | 85 (-11 vs trimestre anterior) | 827 (+68 vs trimestre anterior) | 778 (-5 vs trimestre anterior) | +54.2M |
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 |
|---|---|---|---|---|
| Berkshire Hathaway Inc | $11 670 066 615 | 34 249 183 | 14,90% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $7 897 610 387 | 23 177 820 | 10,08% | Acciones |
| STATE STREET CORP | $5 716 716 296 | 16 727 420 | 7,30% | Acciones |
| GQG Partners LLC | $4 250 112 612 | 12 473 178 | 5,42% | Acciones |
| FMR LLC | $3 387 369 474 | 9 941 215 | 4,32% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3 031 393 751 | 8 896 501 | 3,87% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $2 705 207 621 | 7 952 564 | 3,45% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $1 975 782 253 | 5 798 504 | 2,52% | Acciones |
| Capital World Investors | $1 902 824 301 | 5 584 363 | 2,43% | Acciones |
| AMERIPRISE FINANCIAL INC | $1 633 868 723 | 4 794 005 | 2,09% | Acciones |
| Capital Research Global Investors | $1 200 209 572 | 3 522 326 | 1,53% | Acciones |
| NORGES BANK | $1 070 662 324 | 3 142 168 | 1,37% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $934 105 643 | 2 741 403 | 1,19% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $838 564 207 | 2 461 009 | 1,07% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $686 507 959 | 2 014 756 | 0,88% | Acciones |
| UBS Group AG | $646 453 632 | 1 897 205 | 0,83% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $639 909 800 | 1 878 000 | 0,82% | Acciones |
| BANK OF AMERICA CORP /DE/ | $503 788 860 | 1 478 514 | 0,64% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $442 788 360 | 1 299 490 | 0,57% | Acciones |
| Capital International Investors | $399 796 078 | 1 173 294 | 0,51% | Acciones |
| Davis Selected Advisers | $391 231 100 | 1 148 090 | 0,50% | Acciones |
| National Pension Service | $391 173 268 | 1 148 011 | 0,50% | Acciones |
| Swiss National Bank | $336 021 092 | 986 151 | 0,43% | Acciones |
| MYCIO WEALTH PARTNERS, LLC | $335 658 204 | 985 086 | 0,43% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $315 721 445 | 926 576 | 0,40% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $308 899 210 | 906 554 | 0,39% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $306 348 771 | 899 069 | 0,39% | Acciones |
| Troy Asset Management Ltd | $295 140 810 | 866 176 | 0,38% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $294 660 602 | 904 061 | 0,38% | Acciones |
| BlackRock, Inc. | $289 762 570 | 850 392 | 0,37% | Acciones |
| Legal & General Group Plc | $278 107 901 | 816 188 | 0,35% | Acciones |
| Vanguard Global Advisers, LLC | $271 250 507 | 796 063 | 0,35% | Acciones |
| Alphinity Investment Management Pty Ltd | $266 842 013 | 783 125 | 0,34% | Acciones |
| LONDON CO OF VIRGINIA | $251 928 940 | 739 329 | 0,32% | Acciones |
| GOLDMAN SACHS GROUP INC | $248 347 275 | 728 847 | 0,32% | Acciones |
| ROYAL LONDON ASSET MANAGEMENT LTD | $240 527 685 | 705 898 | 0,31% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $232 306 310 | 681 770 | 0,30% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $230 445 528 | 674 922 | 0,29% | Acciones |
| Cullen Capital Management, LLC | $229 894 839 | 674 693 | 0,29% | Acciones |
| TWO SIGMA ADVISERS, LP | $229 000 259 | 733 693 | 0,29% | Acciones |
| Corient Private Wealth LP | $228 553 520 | 670 755 | 0,29% | Acciones |
| Polar Capital Holdings Plc | $228 426 303 | 670 383 | 0,29% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $225 951 606 | 663 120 | 0,29% | Acciones |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $225 183 822 | 660 867 | 0,29% | Acciones |
| RHUMBLINE ADVISERS | $218 362 124 | 640 847 | 0,28% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $212 752 945 | 624 385 | 0,27% | Acciones |
| California Public Employees Retirement System | $212 507 271 | 623 664 | 0,27% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $207 037 851 | 648 956 | 0,26% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $197 809 792 | 580 530 | 0,25% | Acciones |
| LPL Financial LLC | $196 486 585 | 576 647 | 0,25% | Acciones |
| ProShare Advisors LLC | $192 313 997 | 564 401 | 0,25% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $192 284 352 | 564 314 | 0,25% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $192 215 182 | 564 111 | 0,25% | Acciones |
| DNB Asset Management AS | $189 792 861 | 557 002 | 0,24% | Acciones |
| VANGUARD GROUP INC | $188 403 435 | 603 625 | 0,24% | Acciones |
| Ensign Peak Advisors, Inc | $186 586 839 | 547 593 | 0,24% | Acciones |
| PNC Financial Services Group, Inc. | $186 269 610 | 546 662 | 0,24% | Acciones |
| JENNISON ASSOCIATES LLC | $186 012 012 | 545 906 | 0,24% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $185 957 406 | 570 544 | 0,24% | Acciones |
| Fayez Sarofim & Co | $180 564 984 | 529 920 | 0,23% | Acciones |
| Bank of New York Mellon Corp | $180 494 748 | 529 714 | 0,23% | Acciones |
| Clark Capital Management Group, Inc. | $179 379 630 | 526 441 | 0,23% | Acciones |
| Boston Partners | $176 404 160 | 517 709 | 0,23% | Acciones |
| Davis Asset Management, L.P. | $168 515 011 | 494 556 | 0,22% | Acciones |
| Prana Capital Management, LP | $166 987 815 | 490 074 | 0,21% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $165 020 382 | 484 300 | 0,21% | Opción de venta |
| BARCLAYS PLC | $161 783 352 | 474 800 | 0,21% | Acciones |
| Woodline Partners LP | $160 393 474 | 470 721 | 0,20% | Acciones |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $156 482 392 | 459 243 | 0,20% | Acciones |
| US BANCORP \DE\ | $153 004 526 | 449 036 | 0,20% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $150 459 199 | 441 566 | 0,19% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $150 430 917 | 441 483 | 0,19% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $149 516 712 | 438 800 | 0,19% | Opción de compra |
| Holocene Advisors, LP | $148 277 781 | 435 164 | 0,19% | Acciones |
| JANE STREET GROUP, LLC | $147 063 384 | 431 600 | 0,19% | Opción de compra |
| NEUBERGER BERMAN GROUP LLC | $145 586 911 | 427 267 | 0,19% | Acciones |
| PFA Pension, Forsikringsaktieselskab | $138 106 991 | 405 315 | 0,18% | Acciones |
| Cannell & Spears LLC | $137 793 176 | 404 394 | 0,18% | Acciones |
| CITADEL ADVISORS LLC | $136 686 488 | 401 146 | 0,17% | Acciones |
| STOREBRAND ASSET MANAGEMENT AS | $136 147 778 | 399 565 | 0,17% | Acciones |
| HUNTINGTON NATIONAL BANK | $132 086 484 | 387 645 | 0,17% | Acciones |
| Caisse de depot et placement du Quebec | $131 474 870 | 385 851 | 0,17% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $131 232 129 | 402 639 | 0,17% | Acciones |
| Welch & Forbes LLC | $131 117 901 | 384 803 | 0,17% | Acciones |
| VIKING GLOBAL INVESTORS LP | $128 565 291 | 377 312 | 0,16% | Acciones |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $122 652 770 | 359 960 | 0,16% | Acciones |
| Korea Investment CORP | $118 624 201 | 348 137 | 0,15% | Acciones |
| Vest Financial, LLC | $118 585 356 | 348 023 | 0,15% | Acciones |
| D.A. DAVIDSON & CO. | $115 396 623 | 338 664 | 0,15% | Acciones |
| TODD ASSET MANAGEMENT LLC | $115 097 201 | 337 786 | 0,15% | Acciones |
| HSBC HOLDINGS PLC | $114 824 932 | 333 551 | 0,15% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $114 338 537 | 336 303 | 0,15% | Acciones |
| Quantinno Capital Management LP | $111 898 588 | 328 398 | 0,14% | Acciones |
| SEB Asset Management AB | $109 738 294 | 322 059 | 0,14% | Acciones |
| Robeco Institutional Asset Management B.V. | $106 950 112 | 313 876 | 0,14% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $105 817 148 | 310 551 | 0,14% | Acciones |
| AVIVA PLC | $105 600 437 | 309 915 | 0,13% | Acciones |
| Cerity Partners LLC | $98 873 238 | 290 173 | 0,13% | Acciones |
| APG Asset Management N.V. | $98 104 986 | 329 176 | 0,13% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $97 620 988 | 286 497 | 0,12% | Acciones |
Informantes de la empresa 57 insiders · 22 directivos · 34 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Evan G Greenberg | Chairman & CEO | 21 de mayo de 2026 F | 461 791 | 0 | 2 | $-9 993 156 |
| John W Keogh | President &COO | 28 de mayo de 2026 G | 140 970 | 0 | 2 | $-7 394 762 |
| Joseph F Wayland | Executive Vice President and* | 28 de julio de 2026 S | 33 749 | 0 | 3 | $-7 403 379 |
| Juan Luis Ortega | Executive Vice President* | 8 de junio de 2026 M | 28 859 | 0 | 3 | $-2 790 762 |
| Paul Mcnamee | Executive Vice President* | 21 de mayo de 2026 F | 18 649 | 0 | 0 | $0 |
| Frances D. O'Brien | Chief Risk Officer | 21 de mayo de 2026 F | 40 861 | 0 | 0 | $0 |
| Bryce L. Johns | Senior Vice President,* | 21 de mayo de 2026 D | 24 527 | 0 | 1 | $-504 930 |
| Peter C. Enns | Executive Vice President and* | 21 de mayo de 2026 F | 29 713 | 0 | 0 | $0 |
| Timothy Alan Boroughs | Executive Vice President* | 21 de mayo de 2026 F | 5 588 | 0 | 4 | $-12 619 078 |
| George F. Ohsiek | Chief Accounting Officer | 6 de marzo de 2026 S | 17 087 | 0 | 3 | $-1 923 097 |
| John J Lupica | Vice Chrm, Chubb Group* | 14 de noviembre de 2025 S | 74 225 | 0 | 2 | $-11 513 507 |
| Annmarie T Hagan | Chief Accounting Officer | 16 de mayo de 2024 M | 7 718 | 0 | 0 | $0 |
| Sean Ringsted | EVP, Chief Risk Officer and* | 23 de febrero de 2023 A | 224 495 | 0 | 0 | $0 |
| Paul J Krump | Vice Chairman, Chubb Group* | 18 de mayo de 2022 F | 84 039 | 0 | 0 | $0 |
| Philip V Bancroft | Executive Vice President* | 19 de mayo de 2021 F | 255 671 | 0 | 0 | $0 |
| Paul Bennett Medini | Chief Accounting Officer | 28 de febrero de 2020 F | 94 361 | 0 | 0 | $0 |
| Juan C Andrade | Executive Vice President* | 30 de mayo de 2019 S | 113 479 | 0 | 0 | $0 |
| Robert Cusumano | General Counsel | 26 de julio de 2013 G | 58 722 | 0 | 0 | $0 |
| Brian Edward Dowd | Vice Chairman; Chairman,* | 18 de mayo de 2011 F | 193 180 | 0 | 0 | $0 |
| Gary T Schmalzriedt | Subsidiary Chairman | 29 de septiembre de 2006 A | 98 758 | 0 | 0 | $0 |
| Donald Kramer | Executive* | 28 de febrero de 2005 F | 500 116 | 0 | 0 | $0 |
| Peter Mear | General Counsel and Secretary | 23 de febrero de 2005 A | 103 374 | 0 | 0 | $0 |
| Fred Hu | Consejero | 21 de mayo de 2026 F | 1 713 | 0 | 0 | $0 |
| Frances F Townsend | Consejero | 21 de mayo de 2026 F | 5 314 | 0 | 0 | $0 |
| Theodore Shasta | Consejero | 21 de mayo de 2026 F | 16 069 | 0 | 0 | $0 |
| Michael Corbat | Consejero | 21 de mayo de 2026 F | 2 938 | 0 | 0 | $0 |
| Olivier Steimer | Consejero | 21 de mayo de 2026 F | 26 120 | 0 | 1 | $-658 600 |
| Robert W Scully | Consejero | 21 de mayo de 2026 F | 20 397 | 0 | 0 | $0 |
| Nancy Buese | Consejero | 21 de mayo de 2026 F | 3 746 | 0 | 0 | $0 |
| Nelson Chai | Consejero | 21 de mayo de 2026 F | 1 797 | 0 | 0 | $0 |
| David H Sidwell | Consejero | 21 de mayo de 2026 F | 15 321 | 0 | 0 | $0 |
| CONNORS MICHAEL P | Consejero | 21 de mayo de 2026 F | 18 303 | 0 | 0 | $0 |
| Robert J Hugin | Consejero | 21 de mayo de 2026 A | 21 626 | 0 | 0 | $0 |
| Sheila P Burke | Consejero | 21 de mayo de 2026 F | 8 587 | 0 | 0 | $0 |
| Michael G Atieh | Consejero | 21 de mayo de 2026 S | 40 014 | 0 | 1 | $-190 468 |
| Kathleen Bonanno | Consejero | 16 de mayo de 2024 F | 1 415 | 0 | 0 | $0 |
| Luis Tellez | Consejero | 17 de mayo de 2023 F | 1 511 | 0 | 0 | $0 |
| Mary A Cirillo | Consejero | 17 de mayo de 2023 F | 44 542 | 0 | 0 | $0 |
| Eugene B. Shanks JR | Consejero | 19 de mayo de 2022 F | 12 181 | 0 | 0 | $0 |
| John A Edwardson | Consejero | 20 de mayo de 2021 F | 12 201 | 0 | 0 | $0 |
| James I Cash | Consejero | 20 de mayo de 2021 F | 5 046 | 0 | 0 | $0 |
| Kimberly A. Ross | Consejero | 20 de mayo de 2020 F | 8 734 | 0 | 0 | $0 |
| Robert M Hernandez | Consejero | 20 de mayo de 2020 F | 27 937 | 0 | 0 | $0 |
| James M Zimmerman | Consejero | 16 de mayo de 2019 F | 6 100 | 0 | 0 | $0 |
| Leo F Mullin | Consejero | 17 de mayo de 2018 F | 19 708 | 0 | 0 | $0 |
| Lawrence W Kellner | Consejero | 19 de mayo de 2016 A | 1 883 | 0 | 0 | $0 |
| Peter Menikoff | Consejero | 19 de mayo de 2016 F | 57 983 | 0 | 0 | $0 |
| Thomas J Neff | Consejero | 16 de mayo de 2013 F | 52 968 | 0 | 0 | $0 |
| RIPP ROBERT | Consejero | 16 de mayo de 2013 F | 47 312 | 0 | 0 | $0 |
| Bruce L Crockett | Consejero | 13 de enero de 2012 M | 34 708 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 123 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 |
|---|---|---|---|---|
| IAK · iShares Trust | 12,85% | 200 850 SH | 8 de agosto de 2026 | Diario |
| KBWP · Invesco Exchange-Traded Fund Trust … | 7,61% | 58 782 SH | 8 de agosto de 2026 | Diario |
| DFNL · Davis Fundamental ETF Trust | 4,48% | 64 362 NS | 30 de abril de 2026 | N-PORT |
| FMCX · Northern Lights Fund Trust IV | 2,68% | 10 116 NS | 31 de mayo de 2026 | N-PORT |
| ESN · Northern Lights Fund Trust II | 2,30% | 20 563 NS | 31 de mayo de 2026 | N-PORT |
| IYF · iShares Trust | 1,87% | 231 437 SH | 8 de agosto de 2026 | Diario |
| USMV · iShares Trust | 1,54% | 1 053 220 SH | 8 de agosto de 2026 | Diario |
| PWV · Invesco Exchange-Traded Fund Trust | 1,43% | 72 896 SH | 8 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 1,39% | 569 474 SH | 8 de agosto de 2026 | Diario |
| ESMV · iShares Trust | 1,29% | 286 SH | 8 de agosto de 2026 | Diario |
| RSPF · Invesco Exchange-Traded Fund Trust | 1,26% | 11 072 SH | 8 de agosto de 2026 | Diario |
| VFMV · VANGUARD WELLINGTON FUND | 1,25% | 15 392 SH | 8 de agosto de 2026 | Diario |
| SPVM · Invesco Exchange-Traded Fund Trust | 1,19% | 4 454 SH | 8 de agosto de 2026 | Diario |
| FAS · Direxion Shares ETF Trust | 1,16% | 69 588 NS | 30 de abril de 2026 | N-PORT |
| SPGP · Invesco Exchange-Traded Fund Trust | 1,14% | 75 655 SH | 8 de agosto de 2026 | Diario |
| SPLV · Invesco Exchange-Traded Fund Trust … | 1,13% | 232 113 SH | 8 de agosto de 2026 | Diario |
| ACWV · iShares, Inc. | 0,98% | 93 213 SH | 8 de agosto de 2026 | Diario |
| SPVU · Invesco Exchange-Traded Fund Trust … | 0,85% | 3 665 NS | 31 de mayo de 2026 | N-PORT |
| OUSA · ALPS ETF Trust | 0,80% | 19 098 NS | 31 de mayo de 2026 | N-PORT |
| IXG · iShares Trust | 0,80% | 15 706 SH | 8 de agosto de 2026 | Diario |
| AVIE · AMERICAN CENTURY ETF TRUST | 0,70% | 232 NS | 31 de mayo de 2026 | N-PORT |
| XOEF · iShares Trust | 0,70% | 454 SH | 8 de agosto de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | 0,61% | 15 063 SH | 8 de agosto de 2026 | Diario |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0,59% | 10 958 NS | 30 de abril de 2026 | N-PORT |
| MGV · VANGUARD WORLD FUND | 0,56% | 219 403 SH | 8 de agosto de 2026 | Diario |
| VIG · VANGUARD SPECIALIZED FUNDS | 0,54% | 2 037 820 SH | 8 de agosto de 2026 | Diario |
| DFLV · Dimensional ETF Trust | 0,50% | 90 116 NS | 30 de abril de 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0,50% | 1 404 489 SH | 8 de agosto de 2026 | Diario |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,49% | 13 221 SH | 8 de agosto de 2026 | Diario |
| USXF · iShares Trust | 0,48% | 20 370 SH | 8 de agosto de 2026 | Diario |
| PFM · Invesco Exchange-Traded Fund Trust | 0,48% | 11 039 SH | 8 de agosto de 2026 | Diario |
| RPV · Invesco Exchange-Traded Fund Trust | 0,46% | 22 387 SH | 8 de agosto de 2026 | Diario |
| IWX · iShares Trust | 0,46% | 52 053 SH | 8 de agosto de 2026 | Diario |
| VTV · VANGUARD INDEX FUNDS | 0,45% | 3 319 436 SH | 8 de agosto de 2026 | Diario |
| AVLV · AMERICAN CENTURY ETF TRUST | 0,44% | 181 918 NS | 31 de mayo de 2026 | N-PORT |
| IVE · iShares Trust | 0,43% | 597 675 SH | 8 de agosto de 2026 | Diario |
| DFUV · Dimensional ETF Trust | 0,42% | 185 959 NS | 30 de abril de 2026 | N-PORT |
| VOOV · VANGUARD ADMIRAL FUNDS | 0,42% | 83 035 SH | 8 de agosto de 2026 | Diario |
| SIXL · EXCHANGE TRADED CONCEPTS TRUST | 0,41% | 2 454 NS | 31 de mayo de 2026 | N-PORT |
| IUSV · iShares Trust | 0,40% | 314 102 SH | 8 de agosto de 2026 | Diario |
| ACVF · ETF Opportunities Trust | 0,39% | 1 719 NS | 30 de abril de 2026 | N-PORT |
| ILCV · iShares Trust | 0,37% | 13 889 SH | 8 de agosto de 2026 | Diario |
| DSI · iShares Trust | 0,35% | 54 029 SH | 8 de agosto de 2026 | Diario |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,34% | 212 382 SH | 8 de agosto de 2026 | Diario |
| QUAL · iShares Trust | 0,34% | 459 114 SH | 8 de agosto de 2026 | Diario |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,33% | 420 000 | 8 de agosto de 2026 | Diario |
| IWD · iShares Trust | 0,33% | 781 078 SH | 8 de agosto de 2026 | Diario |
| DGRO · iShares Trust | 0,32% | 395 197 SH | 8 de agosto de 2026 | Diario |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,32% | 89 914 SH | 8 de agosto de 2026 | Diario |
| EGLE · Global X Funds | 0,30% | 19 NS | 30 de abril de 2026 | N-PORT |