RLI RLI Corp. Common Stock (DE)

NYSE · Insurance · Ver en SEC EDGAR ↗
$63,93
Precio · Ago 18, 2026
Fundamentales a fecha de Jul 24, 2026

Acerca de RLI Corp. Common Stock (DE) Descripción general de la empresa de Wikipedia

RLI Corp. is an American insurance company specializing in property insurance and casualty insurance. It is headquartered in Peoria, Illinois.

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RLI Corp. is an American insurance company specializing in property insurance and casualty insurance. It is headquartered in Peoria, Illinois.

RLI conducts its operations primarily through four insurance subsidiaries — RLI Insurance Company, Mt. Hawley Insurance Company, RLI Indemnity Company, and Contractors Bonding and Insurance Company.

History

Founded in 1965 by Gerald D. Stephens, Replacement Lens, Inc. (RLI) was one of the first insurers of contact lenses. In 1970, RLI's statistics predicted 580 losses a year for every 1,000 contact lens owners. In a Rough Notes magazine article, Stephens said, "At that time, it cost around $200 to replace a pair of lenses, and most of the people who wore them were young and couldn't afford to take that risk."

Eventually, the company emerged as one of the leading contact lens insurers in the United States. Building upon its success in the contact lens market, RLI further expanded its business into other niche insurance markets. For example, in 1982 they administered pet insurance for an Arizona veterinarian. RLI also entered the Hawaii homeowner's market in 1996 by purchasing the business of the Hawaii Property Insurance Association (HPIA). Many insurers do not offer property insurance in places with high catastrophe exposures, but RLI has introduced business lines with difference in conditions (DIC) coverage.

Over time, the demand for contact lens insurance shrank with the emergence of more affordable disposable soft lenses. In order to remain competitive, Stephens expanded RLI's offerings to include commercial property and liability insurance. In 1994, the company retired its founding contact lens insurance product and in 1996 RLI sold its RLI Vision unit to Maui Jim, a manufacturer of luxury sunglasses.

In 2013, RLI invested $20 million in renovations of their Peoria headquarters. In 2015, RLI announced a $15 million addition as the next phase of their renovation.

Key people

Jonathan E. Michael served as chief executive officer from 2001 and retired December 31, 2021. He served as chairman of the board since 2011. Craig W. Kliethermes, who had previously served as president and chief operating officer since 2016 and joined the company in 2006, became the CEO on January 1, 2022.

== References ==

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

Wikidata ↗

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

Precio
$63.93
Capitalización Bursátil
$5.87B
P/E (TTM)
14.6
BPA (TTM)
$4.37
Ingresos (TTM)
$1.88B
Rendimiento div.
4.1%
ROE
23.0%
Deuda/Capital
0.1
Rango 52S
$47 – $69

RLI 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 $1.88B
10-point trend, +130.6%
2016-12-31 2025-12-31
BPA $4.37
10-point trend, +68.7%
2016-12-31 2025-12-31
Flujo de caja libre $609M
10-point trend, +284.5%
2016-12-31 2025-12-31
Márgenes 21.4%

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

Métrica
Tendencia a 5 años
RLI
Mediana de Pares
P/E (TTM)
5-point trend, +59.6%
14.6
10.9
P/S (TTM) (P/V (TTM))
5-point trend, +45.1%
3.1
1.3
P/B (P/C)
5-point trend, +60.1%
3.3
2.0
Price / FCF (Precio / FCF)
5-point trend, +43.3%
9.6

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

Métrica
Tendencia a 5 años
RLI
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
5-point trend, -9.5%
21.4%
11.8%
ROA
5-point trend, +3.5%
6.8%
6.3%
ROE
5-point trend, +1.9%
23.0%
20.7%

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

Métrica
Tendencia a 5 años
RLI
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
3-point trend, -66.9%
0.1

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

Métrica
Tendencia a 5 años
RLI
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5-point trend, +59.6%
6.3%
Revenue CAGR 3Y (Ingresos CAGR 3A)
5-point trend, +59.6%
3.5%
Revenue CAGR 5Y (Ingresos CAGR 5A)
5-point trend, +59.6%
13.9%
EPS YoY (EPS interanual)
5-point trend, -28.5%
16.8%
Net Income YoY (Beneficio Neto interanual)
5-point trend, +44.4%
16.7%

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

Métrica
Tendencia a 5 años
RLI
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
5-point trend, -28.5%
$4.37

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

Métrica
Tendencia a 5 años
RLI
Mediana de Pares
Payout Ratio (Ratio de Pago)
5-point trend, +23.6%
59.9%

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

Rendimiento por Dividendo
4.1%
Ratio de Pago
59.9%
CAGR de Dividendos a 5 años
Fecha ex-dividendoMonto
29 de mayo de 2026$2,1800
2 de marzo de 2026$0,1600
28 de noviembre de 2025$2,1600
29 de agosto de 2025$0,1600
30 de mayo de 2025$0,1600
28 de febrero de 2025$0,1500
29 de noviembre de 2024$2,1450
30 de agosto de 2024$0,1450
31 de mayo de 2024$0,1450
28 de febrero de 2024$0,1350
29 de noviembre de 2023$1,1350
30 de agosto de 2023$0,1350
30 de mayo de 2023$0,1350
27 de febrero de 2023$0,1300
29 de noviembre de 2022$3,6300
30 de agosto de 2022$0,1300
27 de mayo de 2022$0,1300
25 de febrero de 2022$0,1250
29 de noviembre de 2021$1,1250
30 de agosto de 2021$0,1250

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

MANTENER 16 analistas
  • Compra fuerte 0 0,0%
  • Compra 1 6,2%
  • Mantener 9 56,2%
  • Venta 5 31,2%
  • Venta fuerte 1 6,2%

Precio objetivo a 12 meses

4 analistas · 2026-08-14
Objetivo mediano $57.50 -10,1%
Objetivo medio $60.50 -5,4%

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

Tasa de Superación
75.0%
Sorpresa Media
0.06%
Período EPS Actual EPS est. Sorpresa
30 de junio de 2026 $0.83 $0.73 0.10%
31 de marzo de 2026 $0.83 $0.79 0.04%
31 de diciembre de 2025 $0.94 $0.82 0.12%
30 de septiembre de 2025 $0.83 $0.72 0.11%
30 de junio de 2025 $0.84 $0.78 0.06%
31 de marzo de 2025 $0.92 $0.85 0.07%
30 de septiembre de 2000 $0.09 $0.09 -0.00%
30 de junio de 2000 $0.09 $0.10 -0.01%

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

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
RLI $5.88B 14.6 6.3% 21.4% 23.0%
ERIE 7.2% 13.8% 25.0%
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%
MCY $5.21B 9.6 9.4% 9.0% 24.8%
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%

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

Estado de resultados 10
Datos anuales de Estado de resultados para RLI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +142.8% $1.88B $1.77B $1.51B $1.70B $1.18B $984M $1.00B $818M $797M $816M $795M $775M
Operating Expenses 12-point trend, +112.6% $116M $112M $98M $82M $77M $67M $69M $54M $57M $53M $51M $54M
Interest Income 12-point trend, +176.1% $168M $150M $127M $92M $75M $73M $74M $67M $60M $58M $59M $61M
Pretax Income 12-point trend, +167.0% $506M $428M $377M $721M $344M $190M $233M $68M $85M $157M $197M $189M
Income Tax 12-point trend, +89.9% $103M $82M $73M $137M $65M $33M $41M $3M $-20M $42M $59M $54M
Net Income 10-point trend, +251.0% $403M $346M $305M $583M $279M $157M $192M $64M $105M $115M · ·
EPS (Basic) 12-point trend, +39.4% $4.39 $3.78 $3.34 $6.43 $6.18 $3.49 $4.28 $1.45 $2.39 $2.63 $3.18 $3.15
EPS (Diluted) 12-point trend, +41.4% $4.37 $3.74 $3.31 $6.37 $6.11 $3.46 $4.23 $1.43 $2.36 $2.59 $3.12 $3.09
Shares (Basic) 12-point trend, +113.5% 91,829,000 91,529,000 91,191,000 90,735,000 45,230,000 45,000,000 44,734,000 44,358,000 44,033,000 43,772,000 43,299,000 43,020,000
Shares (Diluted) 12-point trend, +110.8% 92,391,000 92,451,000 92,155,000 91,589,000 45,712,000 45,376,000 45,257,000 44,835,000 44,500,000 44,432,000 44,131,000 43,819,000
Balance general 19
Datos anuales de Balance general para RLI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +68.4% $52M $40M $36M $23M $89M $62M $46M $30M $24M $18M $11M $31M
Short-term Investments 4-point trend, +84.4% · · · · · · · $12M $10M $5M $6M ·
PP&E (Net) 12-point trend, -4.3% $41M $43M $47M $50M $52M $51M $53M $55M $56M $55M $47M $43M
Accum. Depreciation 12-point trend, +145.8% $84M $76M $74M $69M $75M $69M $63M $54M $48M $42M $38M $34M
Goodwill 12-point trend, -21.3% $46M $46M $46M $46M $46M $46M $46M $46M $50M $51M $58M $58M
Intangibles 8-point trend, -47.2% · · · · $8M $8M $8M $8M $10M $13M $13M $14M
Total Assets 12-point trend, +122.0% $6.16B $5.63B $5.18B $4.77B $4.51B $3.94B $3.55B $3.11B $2.95B $2.78B $2.74B $2.78B
Short-term Debt 4-point trend, -50.0% $100M $100M $100M $200M · · · · · · · ·
Deferred Tax 9-point trend, -73.5% $22M · · · $84M $80M $57M $24M $54M $64M $64M $82M
Total Liabilities 12-point trend, +127.1% $4.38B $4.11B $3.77B $3.59B $3.28B $2.80B $2.55B $2.30B $2.09B $1.95B $1.91B $1.93B
Long-term Debt 5-point trend, -33.1% · $100M $100M $200M $200M $149M · · · · · ·
Total Debt 3-point trend, -50.0% $100M $100M · $200M · · · · · · · ·
Common Stock 12-point trend, -97.9% $1M $1M $1M $684.0K $682.0K $681.0K $678.0K $674.0K $67M $67M $66M $66M
Retained Earnings 12-point trend, +139.1% $1.88B $1.72B $1.61B $1.45B $1.23B $1.08B $1.01B $908M $789M $797M $805M $787M
Treasury Stock 12-point trend, +0.1% $407M $406M $407M $405M $403M $401M $401M $401M $402M $404M $404M $407M
AOCI 12-point trend, -151.4% $-88M $-174M $-166M $-229M $50M $109M $52M $-15M $158M $123M $124M $171M
Stockholders' Equity 12-point trend, +110.4% $1.78B $1.52B $1.41B $1.18B $1.23B $1.14B $995M $807M $854M $824M $823M $845M
Liabilities + Equity 12-point trend, +122.0% $6.16B $5.63B $5.18B $4.77B $4.51B $3.94B $3.55B $3.11B $2.95B $2.78B $2.74B $2.78B
Shares Outstanding 12-point trend, +113.2% 91,878,651 91,738,132 91,280,094 45,469,752 45,289,337 45,142,580 44,869,015 44,504,043 44,148,355 43,944,697 43,544,128 43,102,715
Flujo de Efectivo 12
Datos anuales de Flujo de Efectivo para RLI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Deferred Tax 12-point trend, +131.9% $13M $10M $8M $-50M $19M $9M $15M $-21M $-30M $1M $7M $5M
Amort. of Intangibles 8-point trend, -77.8% · · · · $200.0K $400.0K $400.0K $400.0K $700.0K $900.0K $900.0K $900.0K
Operating Cash Flow 12-point trend, +399.0% $614M $560M $464M $250M $385M $263M $277M $217M $198M $174M $153M $123M
CapEx 12-point trend, -22.4% $6M $5M $6M $6M $8M $6M $7M $6M $9M $16M $10M $7M
Investing Cash Flow 11-point trend, -497.6% $-362M $-319M $-212M $49M $-275M $-168M $-185M $-134M $-81M $-54M $-61M ·
Debt Issued · · · · $50M · · · · · · ·
Net Debt Issued · · · · $50M · · · · · · ·
Dividends Paid 12-point trend, +51.1% $242M $236M $140M $365M $135M $88M $86M $83M $114M $122M $120M $160M
Financing Cash Flow 11-point trend, -115.5% $-240M $-238M $-239M $-365M $-83M $-79M $-76M $-77M $-110M $-114M $-112M ·
Net Change in Cash 11-point trend, +160.3% $12M $3M $14M $-66M $27M $16M $16M $6M $6M $7M $-20M ·
Taxes Paid 3-point trend, +21.1% $61M $68M $50M · · · · · · · · ·
Free Cash Flow 12-point trend, +424.9% $609M $556M $458M $245M $377M $257M $270M $211M $188M $158M $143M $116M
Rentabilidad 4
Datos anuales de Rentabilidad para RLI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Net Margin 8-point trend, +173.3% 21.4% 19.5% 20.2% 34.4% 23.7% 16.0% 19.1% 7.8% · · · ·
Pretax Margin 12-point trend, +10.0% 26.9% 24.1% 24.9% 42.4% 29.2% 19.3% 23.2% 8.3% 10.6% 19.2% 24.8% 24.4%
ROA 8-point trend, +222.6% 6.8% 6.4% 6.1% 12.6% 6.6% 4.2% 5.8% 2.1% · · · ·
ROE 8-point trend, +200.1% 23.0% 21.1% 22.5% 45.4% 22.5% 14.1% 19.2% 7.6% · · · ·
Liquidez y Solvencia 1
Datos anuales de Liquidez y Solvencia para RLI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Debt / Equity 3-point trend, -66.9% 0.1 0.1 · 0.2 · · · · · · · ·
Eficiencia 1
Datos anuales de Eficiencia para RLI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +13.6% 0.3 0.3 0.3 0.4 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3
Por Acción 6
Datos anuales de Por Acción para RLI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, -1.3% $19.35 $16.59 $30.97 $25.89 $27.14 $25.16 $22.18 $18.13 $19.33 $18.74 $18.91 $19.61
Revenue / Share 12-point trend, -99.9% $20.37 $19.15 $32.81 $37.08 $25.80 $21.68 $22.18 $18.25 $17.92 $18.37 $18.01 $17690.16
Cash Flow / Share 12-point trend, -99.8% $6.65 $6.06 $10.08 $5.47 $8.42 $5.80 $6.12 $4.84 $4.44 $3.93 $3.46 $2808.94
Cash / Share 12-point trend, -21.0% $0.56 $0.43 $0.80 $0.50 $1.96 $1.38 $1.03 $0.68 $0.55 $0.42 $0.25 $0.71
Dividend Paid / Share 12-point trend, -29.1% $3 $3 $2 $4 $3 $2 $2 $2 $3 $3 $3 $4
EPS (TTM) 12-point trend, +41.4% $4.37 $3.74 $3.31 $6.37 $6.11 $3.46 $4.23 $1.43 $2.36 $2.59 $3.12 $3.09
Tasas de Crecimiento 10
Datos anuales de Tasas de Crecimiento para RLI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -68.2% 6.3% 17.1% -10.9% 44.0% 19.9% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -77.3% 3.5% 14.5% 15.4% · · · · · · · · ·
Revenue CAGR 5Y 13.9% · · · · · · · · · · ·
EPS YoY 5-point trend, -78.0% 16.8% 13.0% -48.0% 4.3% 76.6% · · · · · · ·
EPS CAGR 3Y 3-point trend, -702.7% -11.8% -15.1% -1.5% · · · · · · · · ·
EPS CAGR 5Y 4.8% · · · · · · · · · · ·
Net Income YoY 5-point trend, -78.6% 16.7% 13.5% -47.8% 108.8% 77.8% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -146.9% -11.6% 7.4% 24.7% · · · · · · · · ·
Net Income CAGR 5Y 20.8% · · · · · · · · · · ·
Dividend CAGR 5Y 22.4% · · · · · · · · · · ·
Valoración (TTM) 16
Datos anuales de Valoración (TTM) para RLI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +142.8% $1.88B $1.77B $1.51B $1.70B $1.18B $984M $1.00B $818M $797M $816M $795M $775M
Net Income TTM 12-point trend, +194.8% $403M $346M $305M $583M $279M $157M $192M $64M $105M $115M $137M $137M
Market Cap 12-point trend, +452.2% $5.88B $7.56B $3.04B $2.98B $2.54B $2.35B $2.02B $1.54B $1.34B $1.39B $1.34B $1.06B
Enterprise Value 3-point trend, +87.5% $5.93B $7.62B · $3.16B · · · · · · · ·
P/E 12-point trend, +83.2% 14.6 22.0 20.1 10.3 9.2 15.1 10.6 24.1 12.9 12.2 9.9 8.0
P/S 12-point trend, +127.4% 3.1 4.3 2.0 1.8 2.2 2.4 2.0 1.9 1.7 1.7 1.7 1.4
P/B 12-point trend, +162.4% 3.3 5.0 2.1 2.5 2.1 2.1 2.0 1.9 1.6 1.7 1.6 1.3
P / Tangible Book 6-point trend, +56.2% 3.4 5.1 2.2 2.6 2.2 2.2 · · · · · ·
P / Cash Flow 12-point trend, +10.6% 9.6 13.5 6.5 11.9 6.6 8.9 7.3 7.1 6.8 8.0 8.8 8.6
P / FCF 12-point trend, +5.2% 9.7 13.6 6.6 12.2 6.7 9.1 7.5 7.3 7.1 8.8 9.4 9.2
EV / FCF 3-point trend, -24.7% 9.7 13.7 · 12.9 · · · · · · · ·
EV / Revenue 3-point trend, +69.1% 3.1 4.3 · 1.9 · · · · · · · ·
Dividend Yield 12-point trend, -72.6% 4.1% 3.1% 4.6% 12.2% 5.3% 3.7% 4.2% 5.4% 8.5% 8.8% 8.9% 15.0%
Earnings Yield 12-point trend, -45.4% 6.8% 4.5% 5.0% 9.7% 10.9% 6.6% 9.4% 4.2% 7.8% 8.2% 10.1% 12.5%
Payout Ratio 8-point trend, -53.7% 59.9% 68.2% 46.0% 62.5% 48.4% 56.0% 44.7% 129.5% · · · ·
Annual Payout 12-point trend, +51.1% $242M $236M $140M $365M $135M $88M $86M $83M $114M $122M $120M $160M

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 $1.88B$1.77B$1.51B$1.70B$1.18B
Beneficio neto $403M$346M$305M$583M$279M
EPS Diluido $4.37$3.74$3.31$6.37$6.11
Balance general
2025-12-312024-12-312023-12-312022-12-312021-12-31
Deuda / Patrimonio 0.10.10.2
Flujo de Efectivo
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flujo de caja libre $609M$556M$458M$245M$377M

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Propietarios institucionales (13F) 443 declarantes · $2.9B 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
74 (+19 vs trimestre anterior) 63 (+3 vs trimestre anterior) 143 (-3 vs trimestre anterior) 131 (-13 vs trimestre anterior) +6.4M

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
STATE STREET CORP $528 270 820 8 943 750 18,38% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $280 641 275 4 750 995 9,76% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $244 380 446 4 137 133 8,50% Acciones
WASATCH ADVISORS LP $147 160 633 2 579 955 5,12% Acciones
GEODE CAPITAL MANAGEMENT, LLC $133 057 254 2 252 095 4,63% Acciones
Maren Capital LLC $107 352 023 1 817 370 3,73% Acciones
DIMENSIONAL FUND ADVISORS LP $94 706 439 1 603 292 3,29% Acciones
Port Capital LLC $79 498 710 1 345 839 2,77% Acciones
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $78 969 502 1 336 880 2,75% Acciones
ROYCE & ASSOCIATES LP $67 008 240 1 134 387 2,33% Acciones
VICTORY CAPITAL MANAGEMENT INC $63 776 816 1 079 682 2,22% Acciones
NEUBERGER BERMAN GROUP LLC $58 236 146 985 884 2,03% Acciones
Bragg Financial Advisors, Inc $50 098 803 848 126 1,74% Acciones
Polar Capital Holdings Plc $49 471 125 837 500 1,72% Acciones
NORGES BANK $48 865 835 827 253 1,70% Acciones
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $41 932 375 709 876 1,46% Acciones
Global Alpha Capital Management Ltd. $41 388 872 700 675 1,44% Acciones
TWO SIGMA INVESTMENTS, LP $35 831 330 606 591 1,25% Acciones
VANGUARD FIDUCIARY TRUST CO $34 437 692 582 998 1,20% Acciones
Gotham Asset Management, LLC $31 765 424 537 759 1,10% Acciones
RAYMOND JAMES FINANCIAL INC $27 207 828 460 603 0,95% Acciones
ProShare Advisors LLC $26 844 893 454 459 0,93% Acciones
Champlain Investment Partners, LLC $23 138 428 391 712 0,80% Acciones
CONFLUENCE INVESTMENT MANAGEMENT LLC $21 257 898 359 876 0,74% Acciones
SNYDER CAPITAL MANAGEMENT L P $20 446 431 346 139 0,71% Acciones
BANK OF AMERICA CORP /DE/ $18 829 271 318 762 0,65% Acciones
Nepsis Inc. $16 692 532 282 589 0,58% Acciones
RHUMBLINE ADVISERS $14 677 791 248 482 0,51% Acciones
PALISADE CAPITAL MANAGEMENT, LP $13 650 593 231 092 0,47% Acciones
CITADEL ADVISORS LLC $13 365 887 226 272 0,46% Acciones
EULAV Asset Management $13 172 610 223 000 0,46% Acciones
ENVESTNET ASSET MANAGEMENT INC $12 794 253 216 603 0,45% Acciones
STIFEL FINANCIAL CORP $12 346 080 209 007 0,43% Acciones
Markel Group Inc. $11 397 557 192 950 0,40% Acciones
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $11 226 254 190 050 0,39% Acciones
Swiss National Bank $10 077 342 170 600 0,35% Acciones
NEW YORK STATE COMMON RETIREMENT FUND $9 661 489 163 560 0,34% Acciones
JONES FINANCIAL COMPANIES LLLP $9 530 595 165 577 0,33% Acciones
Retirement Systems of Alabama $8 718 082 147 589 0,30% Acciones
Quantinno Capital Management LP $8 438 911 142 862 0,29% Acciones
Connor, Clark & Lunn Investment Management Ltd. $7 764 515 131 446 0,27% Acciones
Prospera Financial Services Inc $7 143 563 120 932 0,25% Acciones
ALPS ADVISORS INC $7 134 829 120 786 0,25% Acciones
UBS Group AG $7 040 140 119 183 0,24% Acciones
LPL Financial LLC $6 713 175 113 648 0,23% Acciones
California Public Employees Retirement System $6 693 104 113 308 0,23% Acciones
MORGAN STANLEY $6 522 320 110 416 0,23% Acciones
AMERICAN CENTURY COMPANIES INC $6 515 657 110 304 0,23% Acciones
ALLIANCEBERNSTEIN L.P. $6 307 426 110 579 0,22% Acciones
WINTON GROUP Ltd $5 765 114 97 598 0,20% Acciones
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $5 720 941 100 297 0,20% Acciones
WELLINGTON MANAGEMENT GROUP LLP $5 707 993 96 631 0,20% Acciones
BENJAMIN EDWARDS INC $5 666 099 95 925 0,20% Acciones
Ilex Capital Partners (UK) LLP $5 564 453 94 201 0,19% Acciones
VestGen Advisors, LLC $5 087 109 86 120 0,18% Acciones
Corient Private Wealth LP $4 931 932 83 493 0,17% Acciones
Callan Family Office, LLC $4 776 164 80 856 0,17% Acciones
VANGUARD ASSET MANAGEMENT, Ltd $4 770 670 80 763 0,17% Acciones
DARK FOREST CAPITAL MANAGEMENT LP $4 552 584 77 071 0,16% Acciones
REGIONS FINANCIAL CORP $4 547 799 76 990 0,16% Acciones
GOLDMAN SACHS GROUP INC $4 461 080 75 522 0,16% Acciones
Trexquant Investment LP $4 303 190 72 849 0,15% Acciones
AMERIPRISE FINANCIAL INC $4 289 132 72 611 0,15% Acciones
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC $4 140 157 70 089 0,14% Acciones
BARCLAYS PLC $4 047 358 68 518 0,14% Acciones
Karani Asset Management LLC $4 023 021 68 106 0,14% Acciones
B. Metzler seel. Sohn & Co. AG $3 860 992 65 363 0,13% Acciones
ISTHMUS PARTNERS, LLC $3 852 014 65 211 0,13% Acciones
BlackRock, Inc. $3 836 242 64 944 0,13% Acciones
Mariner, LLC $3 811 490 64 524 0,13% Acciones
TWO SIGMA ADVISERS, LP $3 789 599 59 231 0,13% Acciones
MANUFACTURERS LIFE INSURANCE COMPANY, THE $3 724 600 63 054 0,13% Acciones
NISA INVESTMENT ADVISORS, LLC $3 666 120 62 064 0,13% Acciones
Wedmont Private Capital $3 633 908 59 916 0,13% Acciones
ALLSTATE CORP $3 542 192 59 966 0,12% Acciones
Bleakley Financial Group, LLC $3 189 355 53 993 0,11% Acciones
Legal & General Group Plc $3 116 770 52 764 0,11% Acciones
&PARTNERS $3 006 125 50 858 0,10% Acciones
NATIONAL BANK OF CANADA /FI/ $2 909 309 49 252 0,10% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2 835 360 48 000 0,10% Opción de venta
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2 664 738 46 717 0,09% Acciones
MetLife Investment Management, LLC $2 604 928 44 099 0,09% Acciones
OPPENHEIMER ASSET MANAGEMENT INC. $2 604 042 44 084 0,09% Acciones
NORTHERN TRUST CORP $2 523 293 42 717 0,09% Acciones
Zurcher Kantonalbank (Zurich Cantonalbank) $2 417 912 40 933 0,08% Acciones
Bruce & Co., Inc. $2 362 800 40 000 0,08% Acciones
Redmond Asset Management, LLC $2 326 945 39 393 0,08% Acciones
MILLENNIUM MANAGEMENT LLC $2 321 274 39 297 0,08% Acciones
FIFTH THIRD BANCORP $2 316 883 39 223 0,08% Acciones
NewEdge Wealth, LLC $2 238 221 37 891 0,08% Acciones
Man Group plc $2 218 965 37 565 0,08% Acciones
Vestmark Advisory Solutions, Inc. $2 214 357 37 487 0,08% Acciones
COLDSTREAM CAPITAL MANAGEMENT INC $2 154 722 36 478 0,07% Acciones
Police & Firemen's Retirement System of New Jersey $2 141 937 36 261 0,07% Acciones
STATE OF WISCONSIN INVESTMENT BOARD $2 125 929 35 990 0,07% Acciones
Vanguard Global Advisers, LLC $2 122 149 35 926 0,07% Acciones
CAPITAL FUND MANAGEMENT S.A. $2 073 357 35 100 0,07% Acciones
Hingham Institution for Savings $2 067 450 35 000 0,07% Acciones
State of New Jersey Common Pension Fund D $2 063 965 34 941 0,07% Acciones
Invesco Ltd. $1 974 828 33 432 0,07% Acciones

Informantes de la empresa 39 insiders · 7 directivos · 19 consejeros

Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Todd Wayne Bryant Chief Financial Officer 1 de agosto de 2023 A 27 501 0 0 $0
Thomas Lynn Brown Sr. VP, CFO 7 de mayo de 2019 M 56 699 0 0 $0
DONDANVILLE JOSEPH E Senior Vice President/CFO 24 de agosto de 2011 S 58 559 0 0 $0
Aaron Paul Diefenthaler CIO & Treasurer 4 de mayo de 2023 A 25 736 0 0 $0
Daniel O Kennedy Vice President General Counsel 15 de agosto de 2016 M 56 165 0 0 $0
John E Robison Treasurer 25 de mayo de 2011 M 3 508 0 0 $0
Aaron H Jacoby Vice President Corp. Develop. 16 de febrero de 2010 J 3 929 0 0 $0
Debbie Sharell Roberts Consejero 31 de julio de 2026 J 30 402 0 0 $0
Paul Bennett Medini Consejero 31 de julio de 2026 J 9 932 0 0 $0
Clark C Kellogg JR Consejero 1 de junio de 2026 P 4 502 1 0 $152 700
STONE MICHAEL J Consejero 14 de mayo de 2026 A 433 316 0 0 $0
Susan S. Fleming Consejero 14 de mayo de 2026 A 22 674 0 0 $0
John Thomas Baily Consejero 10 de mayo de 2023 J 47 828 0 0 $0
David B. Duclos Consejero 4 de mayo de 2023 M 5 542 0 0 $0
Kaj Ahlmann Consejero 4 de mayo de 2023 M 3 349 0 0 $0
Calvin Butler JR Consejero 22 de febrero de 2023 J 10 981 0 0 $0
MICHAEL JONATHAN E Consejero 30 de enero de 2023 M 739 447 0 0 $0
James J. Scanlan Consejero 10 de junio de 2019 M 4 904 0 0 $0
VIETS ROBERT O Consejero 15 de diciembre de 2016 G 78 778 0 0 $0
Charles M Linke Consejero 29 de enero de 2016 J 42 471 0 0 $0
LENROW GERALD I Consejero 8 de diciembre de 2014 S 6 960 0 0 $0
ALLEN BARBARA R Consejero 28 de febrero de 2014 A 20 992 0 0 $0
Lynn F Mcpheeters Consejero 28 de febrero de 2014 A 42 815 0 0 $0
Gerald D Stephens Consejero 24 de mayo de 2011 G 810 917 0 0 $0
BLUM RICHARD H Consejero 3 de marzo de 2010 M 6 915 0 0 $0
Edward F Sutkowski Consejero 18 de mayo de 2009 J 84 266 0 0 $0
James Henderson Bradshaw 13 de agosto de 2026 A 0 0 $0
Seth Anthony Davis 3 de agosto de 2026 A 7 557 0 0 $0
Jennifer L Klobnak 3 de agosto de 2026 A 33 237 0 0 $0
Craig W Kliethermes 3 de agosto de 2026 A 153 990 4 0 $911 250
Jeffrey D Fick 3 de agosto de 2026 A 62 292 0 0 $0
Michael E Angelina 14 de mayo de 2026 A 25 585 0 0 $0
Jordan W Graham 14 de mayo de 2026 A 118 176 0 0 $0
Robert P Restrepo JR 14 de mayo de 2026 A 26 501 0 0 $0
Carol Jeanne Denzer 16 de febrero de 2010 J 10 456 0 0 $0
HENSEY CAMILLE J 4 de mayo de 2006 A 17 983 0 0 $0
NEBEL MARY BETH 5 de mayo de 2005 A 27 082 0 0 $0
KEANE WILLIAM R 20 de abril de 2005 S 21 362 0 0 $0
OVERMAN EDWIN S 21 de marzo de 2005 A 944 0 0 $0

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

Propiedad de ETFs Mantenido por 92 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
XMLV · Invesco Exchange-Traded Fund Trust … 1,51% 176 709 SH 8 de agosto de 2026 Diario
KBWP · Invesco Exchange-Traded Fund Trust … 1,49% 62 588 SH 8 de agosto de 2026 Diario
REGL · ProShares Trust 1,35% 451 169 NS 31 de mayo de 2026 N-PORT
TMDV · ProShares Trust 1,28% 1 126 NS 31 de mayo de 2026 N-PORT
SMMV · iShares Trust 0,82% 37 187 SH 8 de agosto de 2026 Diario
XMHQ · Invesco Exchange-Traded Fund Trust 0,68% 597 434 SH 8 de agosto de 2026 Diario
OUSM · ALPS ETF Trust 0,65% 113 797 NS 31 de mayo de 2026 N-PORT
IAK · iShares Trust 0,65% 55 442 SH 8 de agosto de 2026 Diario
HSMV · First Trust Exchange-Traded Fund III 0,56% 3 305 NS 30 de abril de 2026 N-PORT
FXO · First Trust Exchange-Traded AlphaDE… 0,54% 111 760 NS 30 de abril de 2026 N-PORT
NBSM · Neuberger Berman ETF Trust 0,50% 22 409 NS 31 de mayo de 2026 N-PORT
ESSC · Strategy Shares 0,38% 1 869 NS 30 de abril de 2026 N-PORT
SIXL · EXCHANGE TRADED CONCEPTS TRUST 0,35% 13 299 NS 31 de mayo de 2026 N-PORT
IJJ · iShares Trust 0,34% 469 008 SH 8 de agosto de 2026 Diario
IVOV · VANGUARD ADMIRAL FUNDS 0,31% 78 966 SH 8 de agosto de 2026 Diario
FNK · First Trust Exchange-Traded AlphaDE… 0,25% 10 641 NS 30 de abril de 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,21% 95 051 SH 8 de agosto de 2026 Diario
BKSE · BNY Mellon ETF Trust 0,20% 3 052 NS 30 de abril de 2026 N-PORT
XJH · iShares Trust 0,19% 12 456 SH 8 de agosto de 2026 Diario
FNX · First Trust Exchange-Traded AlphaDE… 0,19% 47 739 NS 30 de abril de 2026 N-PORT
MIDE · DBX ETF Trust 0,18% 124 NS 29 de mayo de 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0,16% 11 329 SH 8 de agosto de 2026 Diario
IJH · iShares Trust 0,16% 3 174 114 SH 8 de agosto de 2026 Diario
IVOO · VANGUARD ADMIRAL FUNDS 0,15% 148 337 SH 8 de agosto de 2026 Diario
PTMC · Pacer Funds Trust 0,14% 10 550 NS 30 de abril de 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,12% 1 339 084 SH 8 de agosto de 2026 Diario
DFAS · Dimensional ETF Trust 0,11% 297 913 NS 30 de abril de 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0,10% 179 348 NS 31 de mayo de 2026 N-PORT
MVV · ProShares Trust 0,10% 3 174 NS 31 de mayo de 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,10% 441 017 NS 31 de mayo de 2026 N-PORT
ISCG · iShares Trust 0,10% 14 955 SH 8 de agosto de 2026 Diario
MIDU · Direxion Shares ETF Trust 0,09% 1 522 NS 30 de abril de 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0,09% 18 573 SH 8 de agosto de 2026 Diario
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,09% 33 944 NS 30 de abril de 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0,09% 248 117 NS 31 de mayo de 2026 N-PORT
ISCB · iShares Trust 0,08% 3 715 SH 8 de agosto de 2026 Diario
JQUA · J.P. Morgan Exchange-Traded Fund Tr… 0,08% 117 976 NS 30 de abril de 2026 N-PORT
IYF · iShares Trust 0,08% 55 146 SH 8 de agosto de 2026 Diario
ESML · iShares Trust 0,08% 35 448 SH 8 de agosto de 2026 Diario
FAB · First Trust Exchange-Traded AlphaDE… 0,08% 2 053 NS 30 de abril de 2026 N-PORT
ISCV · iShares Trust 0,08% 8 200 SH 8 de agosto de 2026 Diario
EQAL · Invesco Exchange-Traded Fund Trust … 0,07% 9 685 SH 8 de agosto de 2026 Diario
SMMD · iShares Trust 0,07% 40 888 SH 8 de agosto de 2026 Diario
UMDD · ProShares Trust 0,07% 443 NS 31 de mayo de 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,06% 1 055 584 SH 8 de agosto de 2026 Diario
VB · VANGUARD INDEX FUNDS 0,06% 2 110 031 SH 8 de agosto de 2026 Diario
VFH · VANGUARD WORLD FUND 0,06% 138 564 SH 8 de agosto de 2026 Diario
AVIE · AMERICAN CENTURY ETF TRUST 0,06% 117 NS 31 de mayo de 2026 N-PORT
FSCC · Federated Hermes ETF Trust 0,05% 3 027 NS 31 de mayo de 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,05% 30 236 NS 31 de mayo de 2026 N-PORT