MCY Mercury General Corporation Common Stock

NYSE · Insurance · Ver en SEC EDGAR ↗
$103,68
Precio · Ago 20, 2026
Fundamentales a fecha de Ago 4, 2026

Acerca de Mercury General Corporation Common Stock Descripción general de la empresa de Wikipedia

Mercury General Corporation is a multiple-line insurance organization that offers personal automobiles, homeowners, renters, and business insurance. Mercury's primary focus is automobiles and homeowners' insurance.

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Mercury General Corporation is a multiple-line insurance organization that offers personal automobiles, homeowners, renters, and business insurance. Mercury's primary focus is automobiles and homeowners' insurance.

Founded in 1961 and located in Los Angeles, Mercury has assets of over $4 billion, employs 4,500 people and more than 8,000 independent agents in Arizona, California, Florida, Georgia, Illinois, Nevada, New Jersey, New York, Oklahoma, Texas, and Virginia.

History

Mercury was founded by George Joseph, who flew 50 World War II missions as a navigator before graduating from Harvard on the G.I. Bill in 1949. Joseph then spent more than a decade in the insurance industry before founding Mercury Insurance in 1961 as a low-cost alternative to larger insurance companies.

Mercury's California expansion began in 1964 with the opening of its first Orange County office. Two years later, the company spread into the San Fernando Valley and also began operations in San Diego. Mercury offices opened in Northern California by 1968. Mercury wrote $1 million in premiums every month by 1970 and sold its first homeowners policy in 1972. The newly created Mercury Insurance Company wrote its first auto policy in 1977.

In 1989, Mercury began expansion outside of California, opening offices in Georgia and Illinois. The company insured more than 1 million vehicles in California by 1998. This led to further expansion to Florida in 1998, New York in 2001, and Virginia in 2001.

Awards

Forbes listed Mercury Insurance on its "100 Most Trustworthy Companies" in 2012 "America’s 50 Most Trusted Financial Companies" in 2014, 2015 and 2016. It has been rated "Excellent" by insurance industry rating agencies AM Best and Fitch. Mercury Insurance was named one of "America’s Best Midsize Employers" by Forbes in 2017.

Products

Mercury provides personal auto insurance from collision, uninsured or underinsured motorist, and roadside assistance. The homeowners insurance includes the structure and belongings coverage. It may provide additional living expenses if policyholders are forced to vacate their homes due to a covered loss or peril. Its umbrella insurance is additional liability protection for personal auto and/or homeowners in the event losses exceed the underlying policy's liability limits.

The dwelling fire insurance is a policy for landlords to protect rental properties. Its extended warranty coverage, also known as mechanical protection, is Mercury's mechanical protection, which pays for covered vehicle repairs after the vehicle manufacturer's warranty expires.

Driver safety program

Mercury Insurance created the Drive Safe Challenge in 2016, promoting teen driver safety. It began as a collaboration between Mercury Insurance, the Anaheim Ducks and the California Highway Patrol in Anaheim, and has since expanded to Florida through a partnership with the Tampa Bay Lightning and Tampa Police Department. Mercury has also developed a free online extension that includes interactive tools and quizzes.

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

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

Precio
$103.68
Capitalización Bursátil
$5.74B
P/E (TTM)
10.6
BPA (TTM)
$9.77
Ingresos (TTM)
$5.99B
Rendimiento div.
1.2%
ROE
24.8%
Deuda/Capital
Rango 52S
$74 – $113

MCY 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 $5.99B
10-point trend, +85.7%
2016-12-31 2025-12-31
BPA $9.77
10-point trend, +640.2%
2016-12-31 2025-12-31
Flujo de caja libre $1.03B
10-point trend, +280.3%
2016-12-31 2025-12-31
Márgenes 9.0%

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

Métrica
Tendencia a 5 años
MCY
Mediana de Pares
P/E (TTM)
5-point trend, -18.7%
10.6
10.9
P/S (TTM) (P/V (TTM))
5-point trend, +18.2%
1.0
1.3
P/B (P/C)
5-point trend, +57.0%
2.4
2.0
Price / FCF (Precio / FCF)
5-point trend, -20.7%
5.6

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

Métrica
Tendencia a 5 años
MCY
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
5-point trend, +45.4%
9.0%
11.8%
ROA
5-point trend, +59.9%
6.1%
6.3%
ROE
5-point trend, +114.3%
24.8%
20.7%

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

Métrica
Tendencia a 5 años
MCY
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
MCY
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5-point trend, +50.1%
9.4%
Revenue CAGR 3Y (Ingresos CAGR 3A)
5-point trend, +50.1%
18.0%
Revenue CAGR 5Y (Ingresos CAGR 5A)
5-point trend, +50.1%
9.6%
EPS YoY (EPS interanual)
5-point trend, +118.1%
15.6%
Net Income YoY (Beneficio Neto interanual)
5-point trend, +118.2%
15.6%

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

Métrica
Tendencia a 5 años
MCY
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
5-point trend, +118.1%
$9.77

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

Métrica
Tendencia a 5 años
MCY
Mediana de Pares
Payout Ratio (Ratio de Pago)
5-point trend, -77.0%
13.0%

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

Rendimiento por Dividendo
1.2%
Ratio de Pago
13.0%
CAGR de Dividendos a 5 años
Fecha ex-dividendoMonto
11 de junio de 2026$0,3180
12 de marzo de 2026$0,3180
10 de diciembre de 2025$0,3180
11 de septiembre de 2025$0,3180
12 de junio de 2025$0,3180
13 de marzo de 2025$0,3180
12 de diciembre de 2024$0,3180
12 de septiembre de 2024$0,3180
13 de junio de 2024$0,3180
12 de marzo de 2024$0,3180
13 de diciembre de 2023$0,3180
13 de septiembre de 2023$0,3180
14 de junio de 2023$0,3180
14 de marzo de 2023$0,3180
14 de diciembre de 2022$0,3180
14 de septiembre de 2022$0,3180
15 de junio de 2022$0,6350
15 de marzo de 2022$0,6350
15 de diciembre de 2021$0,6350
15 de septiembre de 2021$0,6330

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

COMPRA 6 analistas
  • Compra fuerte 2 33,3%
  • Compra 2 33,3%
  • Mantener 2 33,3%
  • Venta 0 0,0%
  • Venta fuerte 0 0,0%

Precio objetivo a 12 meses

1 analistas · 2026-08-17
Objetivo mediano $120.00 +15,7%
Objetivo medio $120.00 +15,7%

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

Sorpresa Media
1.2%
Período EPS Actual EPS est. Sorpresa
30 de junio de 2026 $3.52 $2.55 0.97%
31 de marzo de 2026 $3.50 $2.17 1.3%
31 de diciembre de 2025 $3.66 $2.59 1.1%
30 de septiembre de 2025 $3.86 $2.17 1.7%
30 de junio de 2025 $2.67 $1.67 1.0%
31 de marzo de 2025 $-2.29 $-3.28 0.99%

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

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
MCY $5.21B 9.6 9.4% 9.0% 24.8%
ORI 12.3 11.0% 10.2% 16.2%
KNSL $9.05B 18.1 18.0% 26.9% 27.4%
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%
SIGI $5.03B 11.2 9.8% 8.7% 13.9%
WTM $5.15B 4.8 66.8% 29.6% 22.3%
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%

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

Estado de resultados 12
Datos anuales de Estado de resultados para MCY
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +99.0% $5.99B $5.48B $4.63B $3.64B $3.99B $3.78B $3.97B $3.38B $3.42B $3.23B $3.01B $3.01B
Cost of Revenue 9-point trend, +49.0% $15M $13M $11M $11M $13M $12M $10M $10M $10M · · ·
Interest Expense 10-point trend, +829.6% · · $24M $17M $17M $17M $17M $17M $15M $4M $3M $3M
Interest Income 12-point trend, +161.4% $329M $280M $235M $168M $130M $135M $141M $136M $125M $122M $126M $126M
Pretax Income 12-point trend, +168.2% $664M $575M $99M $-671M $299M $459M $378M $-31M $167M $71M $71M $247M
Income Tax 12-point trend, +76.4% $123M $107M $3M $-158M $51M $84M $58M $-25M $22M $-2M $-4M $69M
Net Income 12-point trend, +204.1% $541M $468M $96M $-513M $248M $375M $320M $-6M $145M $73M $74M $178M
EPS (Basic) 12-point trend, +202.5% $9.77 $8.45 $1.74 $-9.26 $4.48 $6.77 $5.78 $-0.10 $2.62 $1.32 $1.35 $3.23
EPS (Diluted) 12-point trend, +202.5% $9.77 $8.45 $1.74 $-9.26 $4.48 $6.77 $5.78 $-0.10 $2.62 $1.32 $1.35 $3.23
Shares (Basic) 12-point trend, +0.7% 55,389,000 55,373,000 55,371,000 55,371,000 55,368,000 55,358,000 55,351,000 55,335,000 55,316,000 55,249,000 55,157,000 55,008,000
Shares (Diluted) 12-point trend, +0.7% 55,389,000 55,377,000 55,371,000 55,371,000 55,374,000 55,358,000 55,360,000 55,335,000 55,327,000 55,302,000 55,209,000 55,020,000
EBITDA 12-point trend, +167.3% $75M $73M $72M $82M $79M $68M $65M $59M $55M $26M $26M $28M
Balance general 17
Datos anuales de Balance general para MCY
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +353.8% $1.32B $720M $551M $290M $336M $348M $294M $314M $291M $220M $264M $290M
Short-term Investments 7-point trend, +0.8% · · · · · $376M $494M $253M $303M $376M $185M $373M
PP&E (Net) 12-point trend, -7.6% $147M $138M $151M $171M $191M $179M $169M $153M $145M $156M $157M $159M
PP&E (Gross) 12-point trend, +13.0% $493M $460M $454M $489M $500M $465M $481M $512M $486M $475M $456M $436M
Accum. Depreciation 12-point trend, +24.7% $346M $321M $303M $318M $309M $286M $312M $359M $341M $319M $299M $277M
Goodwill Flat — no change across 12 periods $43M $43M $43M $43M $43M $43M $43M $43M $43M $43M $43M $43M
Intangibles 12-point trend, -80.8% $7M $8M $8M $9M $10M $11M $11M $16M $21M $26M $32M $36M
Total Assets 12-point trend, +107.8% $9.56B $8.31B $7.10B $6.51B $6.77B $6.33B $5.89B $5.43B $5.10B $4.79B $4.63B $4.60B
Deferred Tax 7-point trend, +0.00 · · · $0 $54M $41M $28M $0 $23M $0 · ·
Total Liabilities 12-point trend, +162.2% $7.14B $6.36B $5.56B $4.99B $4.63B $4.30B $4.09B $3.82B $3.34B $3.04B $2.81B $2.72B
Long-term Debt 9-point trend, +53.2% $575M $575M $575M $400M $375M $375M $375M $375M $375M · · ·
Common Stock 12-point trend, +12.4% $100M $100M $99M $99M $99M $99M $99M $98M $98M $96M $91M $89M
Paid-in Capital 2-point trend, +133.2% · · · · · · · · · · $9M $4M
Retained Earnings 12-point trend, +30.0% $2.32B $1.85B $1.45B $1.42B $2.04B $1.93B $1.70B $1.52B $1.66B $1.66B $1.72B $1.78B
Stockholders' Equity 12-point trend, +28.9% $2.42B $1.95B $1.55B $1.52B $2.14B $2.03B $1.80B $1.62B $1.76B $1.75B $1.82B $1.88B
Liabilities + Equity 12-point trend, +107.8% $9.56B $8.31B $7.10B $6.51B $6.77B $6.33B $5.89B $5.43B $5.10B $4.79B $4.63B $4.60B
Shares Outstanding 12-point trend, +0.5% 55,389,000 55,389,000 55,371,000 55,371,000 55,371,000 55,358,000 55,358,000 55,340,000 55,332,000 55,289,000 55,164,000 55,121,000
Flujo de Efectivo 14
Datos anuales de Flujo de Efectivo para MCY
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A 12-point trend, +167.3% $75M $73M $72M $82M $79M $68M $65M $59M $55M $53M $48M $28M
Stock-based Comp 8-point trend, -96.6% · · · · $141.0K $142.0K $123.0K $145.0K $60.0K $142.0K $142.0K $4M
Deferred Tax 12-point trend, -26.1% $15M $-13M $10M $-96M $12M $13M $41M $-41M $10M $-22M $-27M $21M
Amort. of Intangibles 12-point trend, -85.0% $900.0K $900.0K $900.0K $1M $1M $1M $5M $6M $5M $6M $6M $6M
Other Non-cash 12-point trend, +2779.2% $456M $509M $275M $879M $162M $149M $93M $371M $131M $210M $111M $16M
Operating Cash Flow 12-point trend, +341.0% $1.09B $1.04B $453M $353M $502M $606M $520M $383M $341M $292M $190M $247M
CapEx 12-point trend, +124.4% $58M $46M $37M $36M $41M $40M $40M $28M $19M $17M $20M $26M
Investing Cash Flow 12-point trend, -116.5% $-420M $-797M $-295M $-316M $-374M $-411M $-401M $-222M $-186M $-227M $-82M $-194M
Dividends Paid 12-point trend, -48.1% $70M $70M $70M $105M $140M $140M $139M $138M $138M $137M $136M $135M
Financing Cash Flow 12-point trend, -146.4% $-72M $-71M $104M $-82M $-141M $-140M $-138M $-138M $-85M $-109M $-134M $-29M
Net Change in Cash 6-point trend, -185.0% · · · · · · $-20M $23M $71M $-44M $-26M $23M
Taxes Paid 10-point trend, +53280.3% $97M $95M $-58M $-27M $69M $53M $-15M $-11M $25M $-183.0K · ·
Free Cash Flow 12-point trend, +366.6% $1.03B $991M $416M $317M $460M $566M $480M $355M $322M $270M $170M $220M
Levered FCF 10-point trend, +79.7% · · $393M $304M $446M $552M $465M $352M $309M $266M $167M $219M
Rentabilidad 5
Datos anuales de Rentabilidad para MCY
Métrica Tendencia 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +52.8% 9.0% 8.6% 2.1% -14.1% 6.2% 9.9% 8.1% -0.17% 4.2% 2.3% 2.5% 5.9%
Pretax Margin 12-point trend, +34.7% 11.1% 10.5% 2.1% -18.4% 7.5% 12.1% 9.5% -0.91% 4.9% 2.2% 2.3% 8.2%
EBITDA Margin 12-point trend, +34.4% 1.2% 1.3% 1.6% 2.3% 2.0% 1.8% 1.6% 1.7% 1.6% 0.82% 0.88% 0.93%
ROA 12-point trend, +51.9% 6.1% 6.1% 1.4% -7.7% 3.8% 6.1% 5.7% -0.11% 2.9% 1.6% 1.6% 4.0%
ROE 12-point trend, +157.8% 24.8% 24.6% 6.6% -33.4% 11.6% 19.1% 17.8% -0.34% 8.2% 4.1% 4.0% 9.6%
Eficiencia 1
Datos anuales de Eficiencia para MCY
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -0.7% 0.7 0.7 0.7 0.5 0.6 0.6 0.7 0.6 0.7 0.7 0.7 0.7
Por Acción 7
Datos anuales de Por Acción para MCY
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +28.3% $43.64 $35.14 $27.96 $27.49 $38.65 $36.72 $32.51 $29.23 $31.83 $31.70 $33.01 $34.02
Revenue / Share 12-point trend, +97.6% $108.19 $98.88 $83.61 $65.79 $72.12 $68.36 $71.76 $61.08 $61.74 $58.36 $54.51 $54.74
Cash Flow / Share 12-point trend, +338.1% $19.63 $18.73 $8.18 $6.37 $9.06 $10.94 $9.39 $6.93 $6.17 $5.20 $3.45 $4.48
Cash / Share 12-point trend, +351.6% $23.75 $13.00 $9.95 $5.23 $6.06 $6.29 $5.32 $5.68 $5.27 $3.98 $4.79 $5.26
Dividend / Share 4-point trend, -33.3% $1 $1 $1 $2 · · · · · · · ·
Dividend Paid / Share 10-point trend, -48.4% · · $1 $2 $3 $3 $3 $3 $2 $2 $2 $2
EPS (TTM) 12-point trend, +202.5% $9.77 $8.45 $1.74 $-9.26 $4.48 $6.77 $5.78 $-0.10 $2.62 $1.32 $1.35 $3.23
Tasas de Crecimiento 10
Datos anuales de Tasas de Crecimiento para MCY
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +71.0% 9.4% 18.3% 27.1% -8.8% 5.5% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +159.6% 18.0% 11.1% 7.0% · · · · · · · · ·
Revenue CAGR 5Y 9.6% · · · · · · · · · · ·
EPS YoY 3-point trend, +146.2% 15.6% 385.6% · · -33.8% · · · · · · ·
EPS CAGR 3Y 2-point trend, +164.7% · 23.5% -36.4% · · · · · · · · ·
EPS CAGR 5Y 7.6% · · · · · · · · · · ·
Net Income YoY 3-point trend, +146.2% 15.6% 385.8% · · -33.8% · · · · · · ·
Net Income CAGR 3Y 2-point trend, +164.8% · 23.6% -36.4% · · · · · · · · ·
Net Income CAGR 5Y 7.6% · · · · · · · · · · ·
Dividend CAGR 5Y -12.8% · · · · · · · · · · ·
Valoración (TTM) 13
Datos anuales de Valoración (TTM) para MCY
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +99.0% $5.99B $5.48B $4.63B $3.64B $3.99B $3.78B $3.97B $3.38B $3.42B $3.23B $3.01B $3.01B
Net Income TTM 12-point trend, +204.1% $541M $468M $96M $-513M $248M $375M $320M $-6M $145M $73M $74M $178M
Market Cap 12-point trend, +66.8% $5.21B $3.68B $2.07B $1.89B $2.94B $2.89B $2.70B $2.86B $2.96B $3.33B $2.57B $3.12B
P/E 12-point trend, -45.1% 9.6 7.9 21.4 -3.7 11.8 7.7 8.4 -517.1 20.4 45.6 34.5 17.5
P/S 12-point trend, -16.2% 0.9 0.7 0.4 0.5 0.7 0.8 0.7 0.8 0.9 1.0 0.9 1.0
P/B 12-point trend, +29.4% 2.2 1.9 1.3 1.2 1.4 1.4 1.5 1.8 1.7 1.9 1.4 1.7
P / Tangible Book 6-point trend, +50.6% 2.2 1.9 1.4 1.3 1.4 1.5 · · · · · ·
P / Cash Flow 12-point trend, -62.2% 4.8 3.6 4.6 5.4 5.9 4.8 5.2 7.5 8.7 11.6 13.5 12.7
P / FCF 12-point trend, -64.3% 5.1 3.7 5.0 6.0 6.4 5.1 5.6 8.1 9.2 12.3 15.1 14.2
Dividend Yield 12-point trend, -68.9% 1.4% 1.9% 3.4% 5.6% 4.8% 4.8% 5.2% 4.8% 4.7% 4.1% 5.3% 4.3%
Earnings Yield 12-point trend, +82.3% 10.4% 12.7% 4.7% -27.1% 8.4% 13.0% 11.9% -0.19% 4.9% 2.2% 2.9% 5.7%
Payout Ratio 12-point trend, -82.9% 13.0% 15.0% 73.0% -20.6% 56.6% 37.3% 43.5% -2417.6% 95.2% 187.8% 183.1% 76.1%
Annual Payout 12-point trend, -48.1% $70M $70M $70M $105M $140M $140M $139M $138M $138M $137M $136M $135M

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

Estado de resultados
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ingresos $5.99B$5.48B$4.63B$3.64B$3.99B
Beneficio neto $541M$468M$96M$-513M$248M
EPS Diluido $9.77$8.45$1.74$-9.26$4.48
Flujo de Efectivo
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flujo de caja libre $1.03B$991M$416M$317M$460M

Últimas noticias Noticias recientes que mencionan a esta empresa

Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos

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Propietarios institucionales (13F) 368 declarantes · $1.9B 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
71 (+18 vs trimestre anterior) 28 (-18 vs trimestre anterior) 137 (+25 vs trimestre anterior) 81 (-5 vs trimestre anterior) -444K

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
DIMENSIONAL FUND ADVISORS LP $214 447 690 2 011 328 11,14% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $189 937 773 1 781 446 9,86% Acciones
Rubric Capital Management LP $164 348 333 1 541 440 8,53% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $131 425 676 1 232 655 6,82% Acciones
STATE STREET CORP $123 675 148 1 159 962 6,42% Acciones
AMERICAN CENTURY COMPANIES INC $102 406 883 960 484 5,32% Acciones
GEODE CAPITAL MANAGEMENT, LLC $91 856 922 861 398 4,77% Acciones
RENAISSANCE TECHNOLOGIES LLC $83 342 935 781 682 4,33% Acciones
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $61 400 006 575 877 3,19% Acciones
DG Capital Management, LLC $51 461 529 482 663 2,67% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $37 558 174 352 262 1,95% Acciones
DG Capital Management, LLC $35 600 418 333 900 1,85% Opción de compra
WESTWOOD HOLDINGS GROUP INC $24 999 297 234 471 1,30% Acciones
TWO SIGMA INVESTMENTS, LP $22 446 282 210 526 1,17% Acciones
ALGERT GLOBAL LLC $21 732 355 203 830 1,13% Acciones
BNP PARIBAS FINANCIAL MARKETS $19 287 665 180 901 1,00% Acciones
VANGUARD FIDUCIARY TRUST CO $19 059 178 178 758 0,99% Acciones
JACOBS LEVY EQUITY MANAGEMENT, INC $17 696 681 165 979 0,92% Acciones
PANAGORA ASSET MANAGEMENT INC $16 206 986 152 007 0,84% Acciones
GOLDMAN SACHS GROUP INC $13 895 231 130 325 0,72% Acciones
TWO SIGMA ADVISERS, LP $13 187 212 140 200 0,68% Acciones
Baird Financial Group, Inc. $12 243 601 114 834 0,64% Acciones
Connor, Clark & Lunn Investment Management Ltd. $11 666 360 109 420 0,61% Acciones
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $11 610 705 108 898 0,60% Acciones
Public Sector Pension Investment Board $11 514 427 107 995 0,60% Acciones
VICTORY CAPITAL MANAGEMENT INC $10 262 602 96 254 0,53% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $10 160 886 95 300 0,53% Opción de compra
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $9 904 145 92 892 0,51% Acciones
Phase 2 Partners, LLC $9 499 926 142 899 0,49% Acciones
NORGES BANK $9 499 842 89 100 0,49% Acciones
PEAK6 LLC $9 361 023 87 798 0,49% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $9 229 667 86 566 0,48% Acciones
Candriam S.C.A. $9 058 774 85 045 0,47% Acciones
FRANKLIN RESOURCES INC $8 754 995 82 114 0,45% Acciones
DENALI ADVISORS LLC $8 693 262 81 535 0,45% Acciones
Aptus Capital Advisors, LLC $8 550 391 80 195 0,44% Acciones
Qube Research & Technologies Ltd $7 844 033 73 570 0,41% Acciones
BlackRock, Inc. $7 675 574 71 990 0,40% Acciones
FIRST TRUST ADVISORS LP $7 654 782 71 795 0,40% Acciones
RHUMBLINE ADVISERS $6 819 392 63 960 0,35% Acciones
Philadelphia Financial Management of San Francisco, LLC $6 738 384 63 200 0,35% Acciones
Lighthouse Investment Partners, LLC $5 982 022 56 106 0,31% Acciones
Park West Asset Management LLC $5 956 326 55 865 0,31% Acciones
Swiss National Bank $5 928 072 55 600 0,31% Acciones
CITIGROUP INC $5 916 984 55 496 0,31% Acciones
BANK OF AMERICA CORP /DE/ $5 897 898 55 317 0,31% Acciones
PRUDENTIAL FINANCIAL INC $5 849 920 54 867 0,30% Acciones
RAYMOND JAMES FINANCIAL INC $5 783 401 54 243 0,30% Acciones
RITHOLTZ WEALTH MANAGEMENT $5 691 022 53 377 0,30% Acciones
MARTINGALE ASSET MANAGEMENT L P $5 506 817 51 649 0,29% Acciones
IEQ CAPITAL, LLC $5 428 877 50 918 0,28% Acciones
AMERIPRISE FINANCIAL INC $5 326 734 49 960 0,28% Acciones
Trexquant Investment LP $5 171 923 48 508 0,27% Acciones
Horizon Investments, LLC $5 014 019 47 027 0,26% Acciones
GLOBEFLEX CAPITAL L P $4 900 682 45 964 0,25% Acciones
Engineers Gate Manager LP $4 637 757 43 498 0,24% Acciones
VOLORIDGE INVESTMENT MANAGEMENT, LLC $4 482 092 42 038 0,23% Acciones
Legal & General Group Plc $4 348 604 40 786 0,23% Acciones
NEW YORK STATE COMMON RETIREMENT FUND $4 027 037 37 770 0,21% Acciones
ROYCE & ASSOCIATES LP $3 759 741 35 263 0,20% Acciones
LEUTHOLD GROUP, LLC $3 653 974 34 271 0,19% Acciones
Phocas Financial Corp. $3 579 660 33 574 0,19% Acciones
ALLIANCEBERNSTEIN L.P. $3 560 819 40 395 0,18% Acciones
Proficio Capital Partners LLC $3 390 623 31 801 0,18% Acciones
HUSSMAN STRATEGIC ADVISORS, INC. $3 358 530 31 500 0,17% Acciones
CITADEL ADVISORS LLC $3 262 572 30 600 0,17% Opción de compra
OCCUDO QUANTITATIVE STRATEGIES LP $3 237 516 30 365 0,17% Acciones
ZACKS INVESTMENT MANAGEMENT $3 236 133 30 351 0,17% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $3 198 600 30 000 0,17% Opción de venta
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2 984 142 33 853 0,15% Acciones
BRIDGEWAY CAPITAL MANAGEMENT, LLC $2 953 374 27 700 0,15% Acciones
STATE OF WISCONSIN INVESTMENT BOARD $2 874 582 26 961 0,15% Acciones
DARK FOREST CAPITAL MANAGEMENT LP $2 851 339 26 743 0,15% Acciones
Monument Capital Management $2 823 084 26 478 0,15% Acciones
VANGUARD ASSET MANAGEMENT, Ltd $2 764 657 25 930 0,14% Acciones
Integrated Quantitative Investments LLC $2 550 777 23 924 0,13% Acciones
Mariner, LLC $2 523 936 23 672 0,13% Acciones
Walleye Trading LLC $2 522 096 23 655 0,13% Acciones
IMC-Chicago, LLC $2 267 488 21 267 0,12% Acciones
VANGUARD GROUP INC $2 139 301 22 744 0,11% Acciones
Inspire Investing, LLC $2 122 123 24 074 0,11% Acciones
VOYA INVESTMENT MANAGEMENT LLC $2 001 791 18 775 0,10% Acciones
LPL Financial LLC $1 930 320 18 105 0,10% Acciones
Bank & Trust Co $1 916 381 21 740 0,10% Acciones
Nuveen, LLC $1 753 473 16 446 0,09% Acciones
Assenagon Asset Management S.A. $1 738 013 16 301 0,09% Acciones
Y-Intercept (Hong Kong) Ltd $1 737 373 16 295 0,09% Acciones
TEACHER RETIREMENT SYSTEM OF TEXAS $1 723 939 16 169 0,09% Acciones
Convergence Investment Partners, LLC $1 716 369 16 098 0,09% Acciones
Schonfeld Strategic Advisors LLC $1 694 830 15 896 0,09% Acciones
MetLife Investment Management, LLC $1 693 552 15 884 0,09% Acciones
OMERS ADMINISTRATION Corp $1 673 934 15 700 0,09% Acciones
CWM, LLC $1 658 110 18 810 0,09% Acciones
MANUFACTURERS LIFE INSURANCE COMPANY, THE $1 633 632 15 322 0,08% Acciones
INTECH INVESTMENT MANAGEMENT LLC $1 625 315 15 244 0,08% Acciones
Quantinno Capital Management LP $1 606 596 15 068 0,08% Acciones
WOLVERINE TRADING, LLC $1 597 690 19 240 0,08% Acciones
SEB Asset Management AB $1 543 535 14 477 0,08% Acciones
MORGAN STANLEY $1 530 265 14 352 0,08% Acciones
Sanctuary Advisors, LLC $1 523 161 14 286 0,08% Acciones

Informantes de la empresa 40 insiders · 32 directivos · 9 consejeros

Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Mark Allan Ribisi President and Chief Executive Officer of AIS Management LLC 21 de febrero de 2026 A 625 0 0 $0
Gabriel Tirador President & CEO 21 de febrero de 2026 A 48 887 0 0 $0
Victor George Joseph President & COO 21 de febrero de 2026 A 15 025 0 0 $0
Barnaby Joel Nardella Chief Claims Officer 20 de abril de 2026 A 0 0 $0
Charles Toney VP - Actuary 20 de abril de 2026 A 13 783 0 0 $0
Jenny Dickinson Chan VP/Chief HR Officer 21 de febrero de 2026 A 0 0 $0
Nicholas Vincent Colby VP/Chief Sales Officer 21 de febrero de 2026 A 0 0 0 $0
Ximeng Simon Zhang VP and Chief Data & Analytics Officer 21 de febrero de 2026 A 1 500 0 0 $0
Wei Pang VP/Chief Technology Officer 21 de febrero de 2026 A 0 0 0 $0
Katelyn Marie Gibbs VP/Chief Experience Officer 21 de febrero de 2026 A 0 0 0 $0
Kelly Lynn Butler VP and Chief Underwriting Officer 21 de febrero de 2026 A 0 0 0 $0
Jeffrey Michael Schroeder VP/Chief Product Officer 21 de febrero de 2026 A 873 0 0 $0
Erik Dahl Thompson VP/Chief Marketing Officer 21 de febrero de 2026 A 0 0 0 $0
Randall R Petro VP/Chief Claims Officer 21 de febrero de 2026 M 0 0 0 $0
Christopher Graves VP and Chief Investment Officer 21 de febrero de 2026 A 5 400 0 0 $0
Heidi C. Sullivan VP/Chief Human Capital Officer 3 de diciembre de 2024 S 0 0 0 $0
George Joseph Chairman of the Board 23 de febrero de 2023 J 0 0 0 $0
Judy A Walters Vice President/Corp Secty 20 de octubre de 2021 G 3 200 0 0 $0
Brandt Minnich VP/Marketing 11 de mayo de 2020 P 2 632 0 0 $0
Allan Lubitz Senior VP-IT 30 de julio de 2018 M 14 540 0 0 $0
Robert Houlihan Vice President - Product Mgmt 7 de febrero de 2018 A 9 032 0 0 $0
Kenneth G Kitzmiller VP - Underwriting 22 de febrero de 2016 F 9 645 0 0 $0
Douglas S Menges Senior VP/Chief Claims Officer 6 de diciembre de 2013 P 11 000 0 0 $0
John Sutton Vice President 15 de mayo de 2013 S 0 0 0 $0
Bruce E Norman Senior Vice President 12 de marzo de 2009 P 21 158 0 0 $0
Ronald Deep Vice President 2 de noviembre de 2007 A 0 0 $0
Richard Mccathron Vice President 29 de mayo de 2007 S 190 0 0 $0
Randy Farner Vice President 4 de mayo de 2007 A 0 0 $0
Peter Simon Vice President 15 de febrero de 2007 M 0 0 0 $0
Ken Vanwagner Vice President 28 de octubre de 2005 A 0 0 $0
Joanna Y Moore Claims - Vice President 28 de octubre de 2005 A 530 0 0 $0
Maria Fitzpatrick VP/Chief Information Officer 29 de octubre de 2004 A 17 385 0 0 $0
George Gwyer Braunegg Consejero 10 de diciembre de 2025 P 3 053 1 0 $49 912
Joshua Eric Little Consejero 28 de agosto de 2023 P 3 250 0 0 $0
Mike Curtius Consejero 8 de noviembre de 2018 G 17 544 0 0 $0
Donald Spuehler Consejero 12 de mayo de 2010 P 3 200 0 0 $0
Donald P Newell Consejero 12 de marzo de 2009 P 12 700 0 0 $0
Bruce Bunner Consejero 5 de septiembre de 2007 S 500 0 0 $0
Theodore R Stalick 21 de febrero de 2026 A 4 343 0 0 $0
Abby Hosseini 11 de junio de 2020 P 667 0 0 $0

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

Propiedad de ETFs Mantenido por 104 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
ENZL · iShares Trust 4,18% 864 126 SH 19 de agosto de 2026 Diario
PFI · Invesco Exchange-Traded Fund Trust 1,90% 10 741 SH 19 de agosto de 2026 Diario
KBWP · Invesco Exchange-Traded Fund Trust … 1,52% 40 374 SH 19 de agosto de 2026 Diario
XSMO · Invesco Exchange-Traded Fund Trust 1,23% 357 568 SH 19 de agosto de 2026 Diario
OSCV · ETF Series Solutions 1,14% 79 798 NS 30 de abril de 2026 N-PORT
PBD · Invesco Exchange-Traded Fund Trust … 1,05% 498 733 SH 19 de agosto de 2026 Diario
RZG · Invesco Exchange-Traded Fund Trust 0,95% 12 144 SH 19 de agosto de 2026 Diario
VAMO · Cambria ETF Trust 0,93% 7 944 NS 30 de abril de 2026 N-PORT
XSHQ · Invesco Exchange-Traded Fund Trust … 0,84% 25 158 SH 19 de agosto de 2026 Diario
XSVM · Invesco Exchange-Traded Fund Trust 0,83% 52 092 SH 19 de agosto de 2026 Diario
XSLV · Invesco Exchange-Traded Fund Trust … 0,81% 18 860 SH 19 de agosto de 2026 Diario
ROSC · Lattice Strategies Trust 0,76% 4 282 NS 30 de abril de 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0,62% 13 831 NS 30 de abril de 2026 N-PORT
PSCF · Invesco Exchange-Traded Fund Trust … 0,60% 1 560 SH 19 de agosto de 2026 Diario
AFSM · First Trust Exchange-Traded Fund VI… 0,60% 6 025 NS 31 de mayo de 2026 N-PORT
ESSC · Strategy Shares 0,50% 1 335 NS 30 de abril de 2026 N-PORT
SIXL · EXCHANGE TRADED CONCEPTS TRUST 0,46% 8 942 NS 31 de mayo de 2026 N-PORT
IDLV · Invesco Exchange-Traded Fund Trust … 0,44% 379 270 SH 19 de agosto de 2026 Diario
RWJ · Invesco Exchange-Traded Fund Trust … 0,40% 78 373 SH 19 de agosto de 2026 Diario
DWAS · Invesco Exchange-Traded Fund Trust … 0,40% 17 071 SH 19 de agosto de 2026 Diario
FSCC · Federated Hermes ETF Trust 0,39% 10 901 NS 31 de mayo de 2026 N-PORT
VIOG · VANGUARD ADMIRAL FUNDS 0,31% 31 645 SH 19 de agosto de 2026 Diario
OMFS · Invesco Exchange-Traded Self-Indexe… 0,30% 8 164 SH 19 de agosto de 2026 Diario
FNX · First Trust Exchange-Traded AlphaDE… 0,30% 41 285 NS 30 de abril de 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,28% 782 268 NS 31 de mayo de 2026 N-PORT
IPKW · Invesco Exchange-Traded Fund Trust … 0,26% 362 636 SH 19 de agosto de 2026 Diario
DFAT · Dimensional ETF Trust 0,25% 358 459 NS 30 de abril de 2026 N-PORT
PSC · Principal Exchange-Traded Funds 0,25% 54 433 NS 30 de junio de 2026 N-PORT
EBIT · Harbor ETF Trust 0,23% 272 NS 30 de abril de 2026 N-PORT
AFMC · First Trust Exchange-Traded Fund VI… 0,23% 3 721 NS 31 de mayo de 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0,19% 19 439 NS 31 de mayo de 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0,19% 2 673 NS 30 de abril de 2026 N-PORT
IWN · iShares Trust 0,17% 237 316 SH 19 de agosto de 2026 Diario
QVMS · Invesco Exchange-Traded Fund Trust … 0,17% 4 104 SH 19 de agosto de 2026 Diario
VTWV · VANGUARD SCOTTSDALE FUNDS 0,17% 21 613 SH 19 de agosto de 2026 Diario
VFMF · VANGUARD WELLINGTON FUND 0,16% 10 755 SH 19 de agosto de 2026 Diario
VIOO · VANGUARD ADMIRAL FUNDS 0,15% 92 941 SH 19 de agosto de 2026 Diario
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,13% 9 555 NS 30 de abril de 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,13% 33 884 SH 19 de agosto de 2026 Diario
FSMD · FIDELITY COVINGTON TRUST 0,13% 30 546 NS 30 de abril de 2026 N-PORT
DFAS · Dimensional ETF Trust 0,12% 173 891 NS 30 de abril de 2026 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0,12% 5 179 SH 19 de agosto de 2026 Diario
SAA · ProShares Trust 0,12% 318 NS 31 de mayo de 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,11% 954 NS 30 de abril de 2026 N-PORT
IWM · iShares Trust 0,09% 723 773 SH 19 de agosto de 2026 Diario
VTWO · VANGUARD SCOTTSDALE FUNDS 0,09% 157 067 SH 19 de agosto de 2026 Diario
FNDA · SCHWAB STRATEGIC TRUST 0,08% 73 144 NS 31 de mayo de 2026 N-PORT
RSSL · Global X Funds 0,08% 11 659 NS 30 de abril de 2026 N-PORT
SCZ · iShares Trust 0,07% 2 474 162 SH 19 de agosto de 2026 Diario
ITWO · ProShares Trust 0,07% 1 268 NS 31 de mayo de 2026 N-PORT