MCY Mercury General Corporation Common Stock
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 ↗
MCY Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
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
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 |
|---|---|
| 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 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 · 2026-08-17Historial 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 | $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
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $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 | $15M | $13M | $11M | $11M | $13M | $12M | $10M | $10M | $10M | · | · | · | |
| Interest Expense | · | · | $24M | $17M | $17M | $17M | $17M | $17M | $15M | $4M | $3M | $3M | |
| Interest Income | $329M | $280M | $235M | $168M | $130M | $135M | $141M | $136M | $125M | $122M | $126M | $126M | |
| Pretax Income | $664M | $575M | $99M | $-671M | $299M | $459M | $378M | $-31M | $167M | $71M | $71M | $247M | |
| Income Tax | $123M | $107M | $3M | $-158M | $51M | $84M | $58M | $-25M | $22M | $-2M | $-4M | $69M | |
| Net Income | $541M | $468M | $96M | $-513M | $248M | $375M | $320M | $-6M | $145M | $73M | $74M | $178M | |
| EPS (Basic) | $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) | $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) | 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) | 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 | $75M | $73M | $72M | $82M | $79M | $68M | $65M | $59M | $55M | $26M | $26M | $28M |
Balance general 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.32B | $720M | $551M | $290M | $336M | $348M | $294M | $314M | $291M | $220M | $264M | $290M | |
| Short-term Investments | · | · | · | · | · | $376M | $494M | $253M | $303M | $376M | $185M | $373M | |
| PP&E (Net) | $147M | $138M | $151M | $171M | $191M | $179M | $169M | $153M | $145M | $156M | $157M | $159M | |
| PP&E (Gross) | $493M | $460M | $454M | $489M | $500M | $465M | $481M | $512M | $486M | $475M | $456M | $436M | |
| Accum. Depreciation | $346M | $321M | $303M | $318M | $309M | $286M | $312M | $359M | $341M | $319M | $299M | $277M | |
| Goodwill | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | |
| Intangibles | $7M | $8M | $8M | $9M | $10M | $11M | $11M | $16M | $21M | $26M | $32M | $36M | |
| Total Assets | $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 | · | · | · | $0 | $54M | $41M | $28M | $0 | $23M | $0 | · | · | |
| Total Liabilities | $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 | $575M | $575M | $575M | $400M | $375M | $375M | $375M | $375M | $375M | · | · | · | |
| Common Stock | $100M | $100M | $99M | $99M | $99M | $99M | $99M | $98M | $98M | $96M | $91M | $89M | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | · | $9M | $4M | |
| Retained Earnings | $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 | $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 | $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 | 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
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $75M | $73M | $72M | $82M | $79M | $68M | $65M | $59M | $55M | $53M | $48M | $28M | |
| Stock-based Comp | · | · | · | · | $141.0K | $142.0K | $123.0K | $145.0K | $60.0K | $142.0K | $142.0K | $4M | |
| Deferred Tax | $15M | $-13M | $10M | $-96M | $12M | $13M | $41M | $-41M | $10M | $-22M | $-27M | $21M | |
| Amort. of Intangibles | $900.0K | $900.0K | $900.0K | $1M | $1M | $1M | $5M | $6M | $5M | $6M | $6M | $6M | |
| Other Non-cash | $456M | $509M | $275M | $879M | $162M | $149M | $93M | $371M | $131M | $210M | $111M | $16M | |
| Operating Cash Flow | $1.09B | $1.04B | $453M | $353M | $502M | $606M | $520M | $383M | $341M | $292M | $190M | $247M | |
| CapEx | $58M | $46M | $37M | $36M | $41M | $40M | $40M | $28M | $19M | $17M | $20M | $26M | |
| Investing Cash Flow | $-420M | $-797M | $-295M | $-316M | $-374M | $-411M | $-401M | $-222M | $-186M | $-227M | $-82M | $-194M | |
| Dividends Paid | $70M | $70M | $70M | $105M | $140M | $140M | $139M | $138M | $138M | $137M | $136M | $135M | |
| Financing Cash Flow | $-72M | $-71M | $104M | $-82M | $-141M | $-140M | $-138M | $-138M | $-85M | $-109M | $-134M | $-29M | |
| Net Change in Cash | · | · | · | · | · | · | $-20M | $23M | $71M | $-44M | $-26M | $23M | |
| Taxes Paid | $97M | $95M | $-58M | $-27M | $69M | $53M | $-15M | $-11M | $25M | $-183.0K | · | · | |
| Free Cash Flow | $1.03B | $991M | $416M | $317M | $460M | $566M | $480M | $355M | $322M | $270M | $170M | $220M | |
| Levered FCF | · | · | $393M | $304M | $446M | $552M | $465M | $352M | $309M | $266M | $167M | $219M |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 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 | 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 | 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 | 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 | 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
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.7 | 0.7 | 0.5 | 0.6 | 0.6 | 0.7 | 0.6 | 0.7 | 0.7 | 0.7 | 0.7 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.4% | 18.3% | 27.1% | -8.8% | 5.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 18.0% | 11.1% | 7.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 9.6% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 15.6% | 385.6% | · | · | -33.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | 23.5% | -36.4% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 7.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 15.6% | 385.8% | · | · | -33.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | 23.6% | -36.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 7.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -12.8% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $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 | $541M | $468M | $96M | $-513M | $248M | $375M | $320M | $-6M | $145M | $73M | $74M | $178M | |
| Market Cap | $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 | 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 | 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 | 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 | 2.2 | 1.9 | 1.4 | 1.3 | 1.4 | 1.5 | · | · | · | · | · | · | |
| P / Cash Flow | 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 | 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 | 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 | 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 | 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 | $70M | $70M | $70M | $105M | $140M | $140M | $139M | $138M | $138M | $137M | $136M | $135M |
Estado de resultados 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 | $1.68B | $1.54B | $1.54B | $1.58B | $1.48B | $1.39B | $1.37B | $1.53B | $1.30B | $1.27B | $1.37B | $1.07B | $1.08B | $1.11B | $1.15B | $900M | |
| Cost of Revenue | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $8M | · | $6M | $6M | $5M | · | $4M | |
| Interest Income | $90M | $86M | $84M | $84M | $79M | $81M | $73M | $73M | $69M | $65M | $63M | $61M | $58M | $52M | $50M | $45M | |
| Pretax Income | $327M | $236M | $249M | $350M | $207M | $-142M | $123M | $287M | $75M | $89M | $238M | $-15M | $-61M | $-62M | $-17M | $-129M | |
| Income Tax | $64M | $45M | $46M | $70M | $40M | $-34M | $22M | $56M | $13M | $16M | $47M | $-7M | $-20M | $-17M | $-11M | $-31M | |
| Net Income | $264M | $190M | $203M | $280M | $166M | $-108M | $101M | $231M | $63M | $73M | $191M | $-8M | $-42M | $-45M | $-7M | $-98M | |
| EPS (Basic) | $4.76 | $3.44 | $3.66 | $5.06 | $3.01 | $-1.96 | $1.82 | $4.17 | $1.13 | $1.33 | $3.46 | $-0.15 | $-0.75 | $-0.82 | $-0.12 | $-1.78 | |
| EPS (Diluted) | $4.76 | $3.44 | $3.66 | $5.06 | $3.01 | $-1.96 | $1.82 | $4.17 | $1.13 | $1.33 | $3.46 | $-0.15 | $-0.75 | $-0.82 | $-0.12 | $-1.78 | |
| Shares (Basic) | 55,389,000 | 55,389,000 | -110,778,000 | 55,389,000 | 55,389,000 | 55,389,000 | -110,740,000 | 55,371,000 | 55,371,000 | 55,371,000 | -110,742,000 | 55,371,000 | 55,371,000 | 55,371,000 | -110,742,000 | 55,371,000 | |
| Shares (Diluted) | 55,389,000 | 55,389,000 | -110,778,000 | 55,389,000 | 55,389,000 | 55,389,000 | -110,746,000 | 55,376,000 | 55,375,000 | 55,372,000 | -110,742,000 | 55,371,000 | 55,371,000 | 55,371,000 | -110,742,000 | 55,371,000 | |
| EBITDA | · | $20M | · | · | · | $17M | · | · | · | $17M | · | · | · | $17M | · | · |
Balance general 15
| 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 | $1.70B | $1.35B | $1.32B | $1.25B | $1.12B | $1.28B | $720M | $616M | $609M | $530M | · | $454M | $358M | $270M | · | $336M | |
| PP&E (Net) | $151M | $151M | $147M | $147M | $146M | $142M | $138M | $136M | $134M | $152M | · | $149M | $160M | $159M | · | $190M | |
| PP&E (Gross) | · | · | $493M | · | · | · | $460M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $376M | $360M | $346M | $332M | $319M | $332M | $321M | $311M | $303M | $331M | · | $315M | $307M | $324M | · | $325M | |
| Goodwill | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | · | $43M | $43M | $43M | · | $43M | |
| Intangibles | $6M | $7M | $7M | $7M | $7M | $7M | $8M | $8M | $8M | $8M | · | $9M | $9M | $9M | · | $9M | |
| Total Assets | $10.54B | $9.87B | $9.56B | $9.37B | $9.08B | $9.03B | $8.31B | $8.15B | $7.73B | $7.40B | · | $6.92B | $6.69B | $6.59B | · | $6.45B | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Total Liabilities | $7.71B | $7.28B | $7.14B | $7.14B | $7.11B | $7.21B | $6.36B | $6.29B | $6.08B | $5.79B | · | $5.55B | $5.29B | $5.13B | · | $4.91B | |
| Long-term Debt | $944M | · | $575M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $100M | $100M | $100M | $100M | $100M | $100M | $100M | $99M | $99M | $99M | · | $99M | $99M | $99M | · | $99M | |
| Retained Earnings | $2.74B | $2.49B | $2.32B | $2.13B | $1.87B | $1.72B | $1.85B | $1.76B | $1.55B | $1.51B | · | $1.28B | $1.30B | $1.36B | · | $1.45B | |
| Stockholders' Equity | $2.84B | $2.59B | $2.42B | $2.23B | $1.97B | $1.82B | $1.95B | $1.86B | $1.65B | $1.60B | $1.55B | $1.37B | $1.40B | $1.46B | $1.52B | $1.55B | |
| Liabilities + Equity | $10.54B | $9.87B | $9.56B | $9.37B | $9.08B | $9.03B | $8.31B | $8.15B | $7.73B | $7.40B | · | $6.92B | $6.69B | $6.59B | · | $6.45B | |
| Shares Outstanding | 55,389,000 | 55,389,000 | 55,389,000 | 55,389,000 | 55,389,000 | 55,389,000 | 55,389,000 | 55,371,000 | 55,371,000 | 55,371,000 | · | 55,371,000 | 55,371,000 | 55,371,000 | · | 55,371,000 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $21M | $20M | $21M | $19M | $18M | $17M | $20M | $19M | $17M | $17M | $18M | $18M | $19M | $17M | $18M | $19M | |
| Stock-based Comp | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Amort. of Intangibles | $200.0K | $200.0K | $300.0K | $200.0K | $200.0K | $200.0K | $300.0K | $200.0K | $200.0K | $200.0K | $300.0K | $200.0K | $200.0K | $200.0K | $100.0K | $300.0K | |
| Other Non-cash | · | $115M | · | · | · | $22M | · | · | · | $102M | · | · | · | $46M | · | · | |
| Operating Cash Flow | $218M | $326M | $288M | $496M | $372M | $-69M | $248M | $318M | $278M | $193M | $225M | $122M | $87M | $18M | $68M | $90M | |
| CapEx | $16M | $17M | $14M | $17M | $14M | $13M | $12M | $12M | $12M | $10M | $10M | $8M | $10M | $9M | $10M | $9M | |
| Investing Cash Flow | $-219M | $-272M | $-207M | $-349M | $-516M | $652M | $-127M | $-294M | $-181M | $-195M | $-111M | $-133M | $18M | $-70M | $-121M | $-26M | |
| Financing Cash Flow | $351M | $-18M | $-18M | $-18M | $-18M | $-18M | $-17M | $-18M | $-18M | $-19M | $-18M | $107M | $-18M | $32M | $7M | $-18M | |
| Taxes Paid | $130M | $5.0K | $100M | $62.0K | $341.0K | $-3M | $51M | $19M | $21M | $3M | · | $1.0K | $-65.0K | $0 | $-27M | $4.0K | |
| Free Cash Flow | · | $309M | · | · | · | $-82M | · | · | · | $182M | · | · | · | $9M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $176M | · | · | · | $6M | · | · |
Rentabilidad 5
| 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 | 15.7% | 12.4% | · | 17.7% | 11.3% | -7.8% | · | 15.1% | 4.8% | 5.8% | · | -0.77% | -3.8% | -4.1% | · | -10.9% | |
| Pretax Margin | 19.5% | 15.3% | · | 22.1% | 14.0% | -10.2% | · | 18.8% | 5.8% | 7.0% | · | -1.4% | -5.7% | -5.6% | · | -14.3% | |
| EBITDA Margin | · | 1.3% | · | · | · | 1.2% | · | · | · | 1.4% | · | · | · | 1.6% | · | · | |
| ROA | 2.7% | 2.0% | · | 3.2% | 2.0% | -1.3% | · | 3.1% | 0.87% | 1.1% | · | -0.12% | -0.63% | -0.68% | · | -1.5% | |
| ROE | 11.0% | 8.6% | · | 13.7% | 9.2% | -6.3% | · | 14.3% | 4.1% | 4.8% | · | -0.56% | -2.7% | -2.7% | · | -5.3% |
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 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.1 |
Valoración (TTM) 10
| 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 | $6.28B | $6.00B | · | $5.99B | $5.71B | $5.50B | · | $5.17B | $4.73B | $4.53B | · | $4.16B | $3.88B | $3.60B | · | $3.42B | |
| Net Income TTM | $901M | $529M | · | $569M | $352M | $259M | · | $359M | $86M | $-22M | · | $-193M | $-396M | $-551M | · | $-505M | |
| Market Cap | $5.91B | $4.88B | · | $4.70B | $3.73B | $3.10B | · | $3.49B | $2.94B | $2.86B | · | $1.55B | $1.68B | $1.76B | · | $1.57B | |
| P/E | 6.6 | 9.2 | · | 8.2 | 10.6 | 12.0 | · | 9.7 | 34.1 | -132.3 | · | -8.0 | -4.2 | -3.2 | · | -3.1 | |
| P/S | 0.9 | 0.8 | · | 0.8 | 0.7 | 0.6 | · | 0.7 | 0.6 | 0.6 | · | 0.4 | 0.4 | 0.5 | · | 0.5 | |
| P/B | 2.1 | 1.9 | · | 2.1 | 1.9 | 1.7 | · | 1.9 | 1.8 | 1.8 | · | 1.1 | 1.2 | 1.2 | · | 1.0 | |
| P / Tangible Book | 2.1 | 1.9 | · | 2.2 | 1.9 | 1.7 | · | 1.9 | 1.8 | 1.8 | · | 1.2 | 1.2 | 1.2 | · | 1.1 | |
| P / Cash Flow | · | 15.0 | · | · | · | -45.1 | · | · | · | 14.8 | · | · | · | 96.7 | · | · | |
| P / FCF | · | 15.8 | · | · | · | -37.8 | · | · | · | 15.7 | · | · | · | 185.2 | · | · | |
| Earnings Yield | 15.3% | 10.8% | · | 12.1% | 9.4% | 8.3% | · | 10.3% | 2.9% | -0.76% | · | -12.5% | -23.6% | -31.4% | · | -32.1% |
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 | $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
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $1.03B | $991M | $416M | $317M | $460M |
Últimas noticias Noticias recientes que mencionan a esta empresa
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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.
| 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 |