SIGI Selective Insurance Group, Inc. - Common Stock
SIGI Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
SIGI 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 |
|---|---|
| 17 de agosto de 2026 | $0,4300 |
| 15 de mayo de 2026 | $0,4300 |
| 13 de febrero de 2026 | $0,4300 |
| 14 de noviembre de 2025 | $0,4300 |
| 15 de agosto de 2025 | $0,3800 |
| 15 de mayo de 2025 | $0,3800 |
| 14 de febrero de 2025 | $0,3800 |
| 15 de noviembre de 2024 | $0,3800 |
| 15 de agosto de 2024 | $0,3500 |
| 14 de mayo de 2024 | $0,3500 |
| 14 de febrero de 2024 | $0,3500 |
| 14 de noviembre de 2023 | $0,3500 |
| 14 de agosto de 2023 | $0,3000 |
| 12 de mayo de 2023 | $0,3000 |
| 14 de febrero de 2023 | $0,3000 |
| 14 de noviembre de 2022 | $0,3000 |
| 12 de agosto de 2022 | $0,2800 |
| 13 de mayo de 2022 | $0,2800 |
| 14 de febrero de 2022 | $0,2800 |
| 12 de noviembre de 2021 | $0,2800 |
SIGI Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 3 20,0%
- Compra 4 26,7%
- Mantener 7 46,7%
- Venta 1 6,7%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
7 analistas · 2026-08-18Historial 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 | $1.95 | $1.69 | 0.26% |
| 31 de marzo de 2026 | $1.69 | $1.89 | -0.20% |
| 31 de diciembre de 2025 | $2.57 | $2.08 | 0.49% |
| 30 de septiembre de 2025 | $1.75 | $1.95 | -0.20% |
| 30 de junio de 2025 | $1.31 | $1.54 | -0.23% |
| 31 de marzo de 2025 | $1.76 | $1.88 | -0.12% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| SIGI | $5.03B | 11.2 | 9.8% | 8.7% | 13.9% | — |
| 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% | — |
| MCY | $5.21B | 9.6 | 9.4% | 9.0% | 24.8% | — |
| 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% | — |
| SKWD | $2.07B | 12.6 | 23.2% | 12.0% | 18.9% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.34B | $4.86B | $4.23B | $3.56B | $3.38B | $2.92B | $2.85B | $2.59B | $2.47B | $2.28B | $2.13B | $2.03B | |
| Pretax Income | $590M | $258M | $458M | $280M | $505M | $303M | $336M | $212M | $262M | $220M | $233M | $197M | |
| Income Tax | $123M | $51M | $93M | $55M | $101M | $57M | $65M | $33M | $93M | $61M | $67M | $55M | |
| Net Income | $466M | $207M | $365M | $225M | $404M | $246M | $272M | $179M | $169M | $158M | $166M | $142M | |
| EPS (Basic) | $7.54 | $3.25 | $5.87 | $3.57 | $6.55 | $4.12 | $4.57 | $3.04 | $2.89 | $2.74 | $2.90 | $2.52 | |
| EPS (Diluted) | $7.49 | $3.23 | $5.84 | $3.54 | $6.50 | $4.09 | $4.53 | $3.00 | $2.84 | $2.70 | $2.85 | $2.47 | |
| Shares (Basic) | 60,621,000 | 60,869,000 | 60,631,000 | 60,407,000 | 60,183,000 | 59,862,000 | 59,421,000 | 58,950,000 | 58,458,000 | 57,889,000 | 57,212,000 | 56,310,000 | |
| Shares (Diluted) | 61,058,000 | 61,274,000 | 60,969,000 | 60,875,000 | 60,667,000 | 60,293,000 | 60,004,000 | 59,713,000 | 59,357,000 | 58,747,000 | 58,156,000 | 57,351,000 | |
| EBITDA | $33M | $35M | $30M | $42M | $55M | $59M | $55M | $45M | $52M | $62M | $60M | $45M |
Balance general 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $346.0K | $91.0K | $180.0K | $26.0K | $455.0K | $394.0K | $300.0K | $505.0K | $534.0K | $458.0K | $898.0K | $24M | |
| PP&E (Net) | $106M | $93M | $83M | $84M | $82M | $78M | $77M | $65M | $64M | $70M | $66M | $59M | |
| Accum. Depreciation | $297M | $288M | $271M | $251M | $253M | $240M | $228M | $212M | $213M | $199M | $189M | $172M | |
| Goodwill | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $8M | |
| Total Assets | $15.16B | $13.51B | $11.80B | $10.80B | $10.46B | $9.69B | $8.80B | $7.95B | $7.69B | $7.36B | $6.90B | $6.57B | |
| Short-term Debt | · | · | · | · | · | · | $0 | · | $0 | $0 | $60M | · | |
| Deferred Tax | · | · | · | $0 | $13M | $27M | $0 | · | · | · | · | · | |
| Total Liabilities | $11.55B | $10.39B | $8.85B | $8.27B | $7.48B | $6.95B | $6.60B | $6.16B | $5.97B | $5.82B | $5.51B | $5.30B | |
| Long-term Debt | · | $508M | $504M | $505M | $506M | $551M | $551M | $440M | $439M | $439M | $328M | $373M | |
| Total Debt | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Common Stock | $212M | $211M | $210M | $210M | $209M | $208M | $207M | $206M | $205M | $203M | $202M | $200M | |
| Retained Earnings | $3.50B | $3.14B | $3.03B | $2.75B | $2.60B | $2.27B | $2.08B | $1.86B | $1.70B | $1.57B | $1.45B | $1.31B | |
| Treasury Stock | $743M | $651M | $635M | $627M | $609M | $600M | $593M | $585M | $578M | $572M | $567M | $563M | |
| AOCI | $-152M | $-337M | $-373M | $-498M | $115M | $220M | $82M | $-78M | $20M | $-16M | $-9M | $20M | |
| Stockholders' Equity | $3.61B | $3.12B | $2.95B | $2.53B | $2.98B | $2.74B | $2.19B | $1.79B | $1.71B | $1.53B | $1.40B | $1.28B | |
| Liabilities + Equity | $15.16B | $13.51B | $11.80B | $10.80B | $10.46B | $9.69B | $8.80B | $7.95B | $7.69B | $7.36B | $6.90B | $6.57B | |
| Shares Outstanding | 60,076,453 | 60,847,896 | 60,636,437 | 60,338,900 | 60,184,382 | 59,905,803 | 59,461,153 | 58,948,554 | 58,495,122 | 57,967,199 | · | · |
Flujo de Efectivo 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $33M | $35M | $30M | $42M | $55M | $59M | $55M | $45M | $52M | $62M | $60M | $45M | |
| Stock-based Comp | $23M | $23M | $18M | $18M | $16M | $16M | $19M | $15M | $12M | $10M | $9M | $9M | |
| Other Non-cash | $711M | $835M | $345M | $517M | $297M | $232M | $132M | $217M | $138M | $71M | $147M | $37M | |
| Operating Cash Flow | $1.23B | $1.10B | $759M | $802M | $771M | $554M | $477M | $455M | $380M | $330M | $382M | $233M | |
| CapEx | $39M | $31M | $23M | $26M | $22M | $22M | $31M | $16M | · | · | · | · | |
| Investing Cash Flow | $-1.49B | $-947M | $-686M | $-734M | $-619M | $-688M | $-544M | $-436M | $-333M | · | · | · | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | $0 | $0 | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | $0 | $0 | |
| Stock Repurchased | $93M | $16M | $8M | $18M | $9M | $7M | $8M | $7M | $6M | $5M | $4M | $4M | |
| Net Stock Activity | $-93M | $-16M | $-8M | $-18M | $-9M | $-7M | $-8M | $-7M | $-6M | $-5M | $-4M | $-4M | |
| Dividends Paid | $93M | $85M | $74M | $67M | $60M | $54M | $48M | $42M | $37M | $34M | $31M | $28M | |
| Financing Cash Flow | $207M | $-103M | $-84M | $-88M | $-123M | $141M | $57M | $-47M | $-40M | · | · | · | |
| Net Change in Cash | · | · | · | · | · | · | $-9M | $-28M | $7M | $25M | $-23M | $24M | |
| Taxes Paid | $133M | $49M | $80M | $75M | $100M | $47M | $56M | $29M | $62M | $46M | $40M | $23M | |
| Free Cash Flow | $1.19B | $1.07B | $736M | $776M | $749M | $532M | · | · | · | · | · | · |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 8.7% | 4.3% | 8.6% | 6.3% | 11.9% | 8.4% | 9.5% | 6.9% | 6.8% | 6.9% | 7.8% | 7.0% | |
| Pretax Margin | 11.1% | 5.3% | 10.8% | 7.9% | 14.9% | 10.4% | 11.8% | 8.2% | 10.6% | 9.6% | 10.9% | 9.7% | |
| EBITDA Margin | 0.61% | 0.72% | 0.71% | 1.2% | 1.6% | 2.0% | 1.9% | 1.7% | 2.1% | 2.7% | 2.8% | 2.2% | |
| ROA | 3.2% | 1.6% | 3.2% | 2.1% | 4.0% | 2.7% | 3.2% | 2.3% | 2.2% | 2.2% | 2.5% | 2.2% | |
| ROE | 13.9% | 6.6% | 13.1% | 9.1% | 13.7% | 9.6% | 12.5% | 10.1% | 9.9% | 10.2% | 12.0% | 11.2% |
Liquidez y Solvencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | · | · | · | · | · | 0.0 | · | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.4 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.8% | 14.9% | 18.9% | 5.3% | 15.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 14.5% | 12.9% | 13.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 12.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 131.9% | -44.7% | 65.0% | -45.5% | 58.9% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 28.4% | -20.8% | 12.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 12.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 125.3% | -43.3% | 62.4% | -44.3% | 63.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 27.5% | -20.0% | 14.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 13.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 11.3% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.34B | $4.86B | $4.23B | $3.56B | $3.38B | $2.92B | $2.85B | $2.59B | $2.47B | $2.28B | $2.13B | $2.03B | |
| Net Income TTM | $466M | $207M | $365M | $225M | $404M | $246M | $272M | $179M | $169M | $158M | $166M | $142M | |
| Market Cap | $5.03B | $5.69B | $6.03B | $5.35B | $4.93B | $4.01B | $3.88B | · | · | · | · | · | |
| P/E | 11.2 | 29.0 | 17.0 | 25.0 | 12.6 | 16.4 | 14.4 | 20.3 | 20.7 | 15.9 | 11.8 | 11.0 | |
| P/S | 0.9 | 1.2 | 1.4 | 1.5 | 1.5 | 1.4 | 1.4 | · | · | · | · | · | |
| P/B | 1.4 | 1.8 | 2.0 | 2.1 | 1.7 | 1.5 | 1.8 | · | · | · | · | · | |
| P / Tangible Book | 1.4 | 1.8 | 2.0 | 2.1 | 1.7 | 1.5 | · | · | · | · | · | · | |
| P / Cash Flow | 4.1 | 5.2 | 7.9 | 6.7 | 6.4 | 7.2 | 8.1 | · | · | · | · | · | |
| P / FCF | 4.2 | 5.3 | 8.2 | 6.9 | 6.6 | 7.5 | · | · | · | · | · | · | |
| Dividend Yield | 1.8% | 1.5% | 1.2% | 1.2% | 1.2% | 1.4% | 1.2% | · | · | · | · | · | |
| Earnings Yield | 8.9% | 3.5% | 5.9% | 4.0% | 7.9% | 6.1% | 7.0% | 4.9% | 4.8% | 6.3% | 8.5% | 9.1% | |
| Payout Ratio | 19.9% | 41.0% | 20.2% | 29.8% | 14.9% | 22.1% | 17.5% | 23.5% | 21.9% | 21.3% | 18.7% | 20.0% | |
| Annual Payout | $93M | $85M | $74M | $67M | $60M | $54M | $48M | $42M | $37M | $34M | $31M | $28M |
Estado de resultados 9
| 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 | $1.39B | $1.36B | $1.36B | $1.36B | $1.33B | $1.29B | $1.26B | $1.24B | $1.20B | $1.16B | $1.11B | $1.08B | $1.04B | $1000M | $952M | $895M | |
| Pretax Income | $163M | $124M | $196M | $146M | $109M | $139M | $119M | $116M | $-80M | $103M | $157M | $113M | $74M | $115M | $108M | $53M | |
| Income Tax | $33M | $27M | $41M | $30M | $23M | $29M | $24M | $24M | $-17M | $20M | $32M | $23M | $16M | $22M | $21M | $10M | |
| Net Income | $129M | $98M | $155M | $115M | $86M | $110M | $96M | $92M | $-63M | $83M | $125M | $89M | $59M | $93M | $87M | $43M | |
| EPS (Basic) | $2.13 | $1.59 | $2.53 | $1.87 | $1.37 | $1.77 | $1.53 | $1.48 | $-1.08 | $1.32 | $2.02 | $1.43 | $0.93 | $1.49 | $1.39 | $0.67 | |
| EPS (Diluted) | $2.11 | $1.58 | $2.52 | $1.85 | $1.36 | $1.76 | $1.53 | $1.47 | $-1.08 | $1.31 | $2.02 | $1.42 | $0.92 | $1.48 | $1.38 | $0.66 | |
| Shares (Basic) | 59,658,000 | 59,990,000 | -121,673,000 | 60,585,000 | 60,844,000 | 60,865,000 | -121,732,000 | 60,877,000 | 60,897,000 | 60,827,000 | -121,195,000 | 60,676,000 | 60,614,000 | 60,536,000 | -120,821,000 | 60,404,000 | |
| Shares (Diluted) | 60,182,000 | 60,483,000 | -122,550,000 | 61,034,000 | 61,283,000 | 61,291,000 | -122,127,000 | 61,291,000 | 60,897,000 | 61,213,000 | -121,892,000 | 61,016,000 | 60,937,000 | 60,908,000 | -121,631,000 | 60,835,000 | |
| EBITDA | · | $10M | · | · | · | $9M | · | · | · | $9M | · | · | · | $9M | · | · |
Balance general 14
| 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 | $557.0K | $176.0K | $346.0K | $430.0K | $357.0K | $124.0K | $91.0K | $98.0K | $160.0K | $124.0K | · | $109.0K | $354.0K | $149.0K | · | $538.0K | |
| PP&E (Net) | $116M | $110M | $106M | $102M | $100M | $100M | $93M | $92M | $89M | $83M | · | $81M | $81M | $83M | · | $85M | |
| Accum. Depreciation | $311M | $305M | $297M | $307M | $300M | $295M | $288M | $285M | $279M | $278M | · | $268M | $262M | $257M | · | $272M | |
| Goodwill | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $8M | $8M | · | $8M | $8M | $8M | · | $8M | |
| Total Assets | $15.62B | $15.32B | $15.16B | $14.98B | $14.47B | $14.20B | $13.51B | $13.47B | $12.57B | $12.06B | · | $11.43B | $11.22B | $11.02B | · | $10.52B | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Total Liabilities | $11.95B | $11.73B | $11.55B | $11.49B | $11.10B | $10.94B | $10.39B | $10.31B | $9.64B | $9.05B | · | $8.78B | $8.55B | $8.35B | · | $8.09B | |
| Common Stock | $213M | $212M | $212M | $212M | $212M | $212M | $211M | $211M | $211M | $211M | · | $210M | $210M | $210M | · | $210M | |
| Retained Earnings | $3.67B | $3.57B | $3.50B | $3.37B | $3.28B | $3.22B | $3.14B | $3.07B | $3.00B | $3.09B | · | $2.93B | $2.86B | $2.82B | · | $2.68B | |
| Treasury Stock | $811M | $778M | $743M | $713M | $676M | $676M | $651M | $651M | $642M | $642M | · | $635M | $635M | $635M | · | $627M | |
| AOCI | $-225M | $-223M | $-152M | $-167M | $-231M | $-272M | $-337M | $-212M | $-393M | $-385M | · | $-576M | $-476M | $-430M | · | $-525M | |
| Stockholders' Equity | $3.66B | $3.59B | $3.61B | $3.49B | $3.37B | $3.26B | $3.12B | $3.17B | $2.92B | $3.01B | $2.95B | $2.64B | $2.67B | $2.67B | $2.53B | $2.43B | |
| Liabilities + Equity | $15.62B | $15.32B | $15.16B | $14.98B | $14.47B | $14.20B | $13.51B | $13.47B | $12.57B | $12.06B | · | $11.43B | $11.22B | $11.02B | · | $10.52B | |
| Shares Outstanding | 59,568,835 | 59,866,794 | 60,076,453 | 60,406,190 | 60,849,553 | 60,772,988 | 60,847,896 | 60,792,831 | 60,859,948 | 60,791,439 | 60,636,437 | 60,586,361 | 60,565,483 | 60,492,586 | 60,338,900 | 60,273,491 |
Flujo de Efectivo 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $8M | $10M | $9M | $8M | $7M | $9M | $8M | $8M | $10M | $9M | $7M | $6M | $8M | $9M | $8M | $12M | |
| Stock-based Comp | $5M | $13M | $3M | $3M | $5M | $13M | $3M | $3M | $7M | $10M | $2M | $3M | $5M | $8M | $3M | $3M | |
| Other Non-cash | · | $101M | · | · | · | $152M | · | · | · | $12M | · | · | · | $27M | · | · | |
| Operating Cash Flow | $229M | $221M | $376M | $406M | $167M | $284M | $332M | $387M | $266M | $114M | $237M | $229M | $158M | $136M | $317M | $242M | |
| CapEx | $14M | $11M | $10M | $9M | $7M | $13M | $7M | $9M | $8M | $6M | $8M | $5M | $4M | $6M | $4M | $8M | |
| Investing Cash Flow | $-172M | $-166M | $-327M | $-359M | $-215M | $-585M | $-260M | $-354M | $-247M | $-86M | $-216M | $-216M | $-155M | $-98M | $-284M | $-216M | |
| Stock Repurchased | $32M | $35M | $30M | $37M | $258.0K | $25M | $81.0K | $9M | $31.0K | $7M | $126.0K | $292.0K | $69.0K | $7M | $263.0K | $6M | |
| Net Stock Activity | · | $-35M | · | · | · | $-25M | · | · | · | $-7M | · | · | · | $-7M | · | · | |
| Dividends Paid | $25M | $25M | $25M | $22M | $23M | $22M | $23M | $21M | $21M | $21M | $21M | $18M | $18M | $18M | $18M | $16M | |
| Financing Cash Flow | $-57M | $-62M | $-55M | $-61M | $-22M | $346M | $-22M | $-32M | $-20M | $-30M | $-20M | $-20M | $-17M | $-27M | $-17M | $-24M | |
| Taxes Paid | · | · | $128M | $-79M | $88M | $-5M | · | $0 | $46M | $0 | · | $23M | $34M | $0 | $14M | $21M | |
| Free Cash Flow | · | $211M | · | · | · | $271M | · | · | · | $108M | · | · | · | $130M | · | · |
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 | 9.3% | 7.2% | · | 8.5% | 6.5% | 8.6% | · | 7.4% | -5.3% | 7.1% | · | 8.2% | 5.6% | 9.3% | · | 4.8% | |
| Pretax Margin | 11.7% | 9.1% | · | 10.7% | 8.2% | 10.8% | · | 9.4% | -6.7% | 8.8% | · | 10.4% | 7.1% | 11.5% | · | 5.9% | |
| EBITDA Margin | · | 0.71% | · | · | · | 0.71% | · | · | · | 0.78% | · | · | · | 0.90% | · | · | |
| ROA | 0.86% | 0.66% | · | 0.81% | 0.64% | 0.84% | · | 0.74% | -0.53% | 0.72% | · | 0.81% | 0.54% | 0.87% | · | 0.41% | |
| ROE | 3.7% | 2.9% | · | 3.5% | 2.7% | 3.5% | · | 3.2% | -2.3% | 2.9% | · | 3.5% | 2.2% | 3.4% | · | 1.6% |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
Valoración (TTM) 11
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.43B | $5.33B | · | $5.22B | $5.05B | $4.89B | · | $4.69B | $4.48B | $4.29B | · | $4.02B | $3.80B | $3.61B | · | $3.47B | |
| Net Income TTM | $428M | $409M | · | $403M | $225M | $221M | · | $201M | $167M | $323M | · | $283M | $233M | $231M | · | $212M | |
| Market Cap | $5.78B | $4.51B | · | $4.90B | $5.27B | $5.56B | · | $5.67B | $5.71B | $6.64B | · | $6.25B | $5.81B | $5.77B | · | $4.91B | |
| P/E | 14.1 | 11.5 | · | 12.6 | 24.7 | 26.5 | · | 29.9 | 36.5 | 21.3 | · | 23.0 | 26.1 | 26.2 | · | 24.4 | |
| P/S | 1.1 | 0.8 | · | 0.9 | 1.0 | 1.1 | · | 1.2 | 1.3 | 1.5 | · | 1.6 | 1.5 | 1.6 | · | 1.4 | |
| P/B | 1.6 | 1.3 | · | 1.4 | 1.6 | 1.7 | · | 1.8 | 2.0 | 2.2 | · | 2.4 | 2.2 | 2.2 | · | 2.0 | |
| P / Tangible Book | 1.6 | 1.3 | · | 1.4 | 1.6 | 1.7 | · | 1.8 | 2.0 | 2.2 | · | 2.4 | 2.2 | 2.2 | · | 2.0 | |
| P / Cash Flow | · | 20.4 | · | · | · | 19.6 | · | · | · | 58.1 | · | · | · | 42.5 | · | · | |
| P / FCF | · | 21.4 | · | · | · | 20.5 | · | · | · | 61.4 | · | · | · | 44.3 | · | · | |
| Earnings Yield | 7.1% | 8.7% | · | 7.9% | 4.0% | 3.8% | · | 3.3% | 2.7% | 4.7% | · | 4.3% | 3.8% | 3.8% | · | 4.1% | |
| Payout Ratio | · | 25.4% | · | · | · | 20.3% | · | · | · | 25.2% | · | · | · | 19.1% | · | · |
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 | $5.34B | $4.86B | $4.23B | $3.56B | $3.38B |
| Beneficio neto | $466M | $207M | $365M | $225M | $404M |
| EPS Diluido | $7.49 | $3.23 | $5.84 | $3.54 | $6.50 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $1.19B | $1.07B | $736M | $776M | $749M |
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 394 declarantes · $3.1B 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 |
|---|---|---|---|---|
| 64 (-3 vs trimestre anterior) | 57 (+16 vs trimestre anterior) | 116 (-10 vs trimestre anterior) | 117 (-8 vs trimestre anterior) | +1.4M |
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 |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $339 144 826 | 3 495 978 | 11,08% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $261 700 288 | 2 697 663 | 8,55% | Acciones |
| STATE STREET CORP | $237 814 179 | 2 451 382 | 7,77% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $216 232 542 | 2 228 969 | 7,07% | Acciones |
| FIRST TRUST ADVISORS LP | $156 199 720 | 1 610 141 | 5,10% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $148 057 055 | 1 525 932 | 4,84% | Acciones |
| FMR LLC | $132 610 148 | 1 366 974 | 4,33% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $126 065 879 | 1 299 514 | 4,12% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $87 617 000 | 903 173 | 2,86% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $86 595 879 | 892 649 | 2,83% | Acciones |
| NORGES BANK | $74 143 191 | 764 284 | 2,42% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $58 269 056 | 600 650 | 1,90% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $57 086 699 | 588 462 | 1,87% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $55 817 905 | 575 383 | 1,82% | Acciones |
| Verition Fund Management LLC | $51 848 935 | 534 470 | 1,69% | Acciones |
| GOLDMAN SACHS GROUP INC | $49 018 014 | 505 288 | 1,60% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $44 264 207 | 456 285 | 1,45% | Acciones |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $41 097 316 | 423 640 | 1,34% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $40 992 234 | 419 315 | 1,34% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $38 563 803 | 397 524 | 1,26% | Acciones |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $34 508 258 | 355 719 | 1,13% | Acciones |
| BANK OF AMERICA CORP /DE/ | $32 725 838 | 337 345 | 1,07% | Acciones |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $31 285 046 | 322 493 | 1,02% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $28 377 850 | 292 525 | 0,93% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $27 802 484 | 286 594 | 0,91% | Acciones |
| DEUTSCHE BANK AG\ | $24 269 477 | 250 175 | 0,79% | Acciones |
| MetLife Investment Management, LLC | $23 893 175 | 246 296 | 0,78% | Acciones |
| Tributary Capital Management, LLC | $23 602 641 | 243 301 | 0,77% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $20 288 380 | 209 137 | 0,66% | Acciones |
| RHUMBLINE ADVISERS | $18 993 851 | 195 793 | 0,62% | Acciones |
| Assenagon Asset Management S.A. | $18 762 219 | 193 405 | 0,61% | Acciones |
| Boston Trust Walden Corp | $18 710 513 | 192 872 | 0,61% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $18 186 174 | 187 467 | 0,59% | Acciones |
| Mesirow Institutional Investment Management, Inc. | $17 273 425 | 184 703 | 0,56% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $15 097 957 | 155 633 | 0,49% | Acciones |
| Swiss National Bank | $11 650 901 | 120 100 | 0,38% | Acciones |
| California Public Employees Retirement System | $11 233 564 | 115 798 | 0,37% | Acciones |
| EULAV Asset Management | $10 689 823 | 110 193 | 0,35% | Acciones |
| ALGERT GLOBAL LLC | $10 326 812 | 106 451 | 0,34% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $10 262 450 | 105 788 | 0,34% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $9 278 926 | 123 079 | 0,30% | Acciones |
| Vest Financial, LLC | $8 635 539 | 89 017 | 0,28% | Acciones |
| Dana Investment Advisors, Inc. | $8 547 357 | 88 108 | 0,28% | Acciones |
| AMERIPRISE FINANCIAL INC | $8 347 420 | 86 047 | 0,27% | Acciones |
| Public Sector Pension Investment Board | $7 757 599 | 79 967 | 0,25% | Acciones |
| DEAN INVESTMENT ASSOCIATES, LLC | $6 854 533 | 70 658 | 0,22% | Acciones |
| Quantinno Capital Management LP | $6 128 204 | 63 170 | 0,20% | Acciones |
| Jump Financial, LLC | $6 072 826 | 62 600 | 0,20% | Acciones |
| Retirement Systems of Alabama | $6 007 053 | 61 922 | 0,20% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $5 527 067 | 73 313 | 0,18% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $5 495 908 | 56 653 | 0,18% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $5 476 020 | 56 448 | 0,18% | Acciones |
| Squarepoint Ops LLC | $5 407 919 | 55 746 | 0,18% | Acciones |
| Voleon Capital Management LP | $5 257 748 | 54 198 | 0,17% | Acciones |
| Trexquant Investment LP | $5 033 655 | 51 888 | 0,16% | Acciones |
| Dean Capital Management | $4 972 248 | 51 255 | 0,16% | Acciones |
| LPL Financial LLC | $4 836 225 | 49 853 | 0,16% | Acciones |
| Horizon Investments, LLC | $4 766 489 | 49 134 | 0,16% | Acciones |
| PEREGRINE CAPITAL MANAGEMENT LLC | $4 535 897 | 46 757 | 0,15% | Acciones |
| BlackRock, Inc. | $4 524 546 | 46 640 | 0,15% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $4 514 070 | 46 532 | 0,15% | Acciones |
| Numerai GP LLC | $4 506 309 | 46 452 | 0,15% | Acciones |
| VANGUARD GROUP INC | $4 318 292 | 51 611 | 0,14% | Acciones |
| MORGAN STANLEY | $4 293 178 | 44 255 | 0,14% | Acciones |
| D. E. Shaw & Co., Inc. | $3 907 272 | 40 277 | 0,13% | Acciones |
| UBS Group AG | $3 663 389 | 37 763 | 0,12% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $3 647 576 | 37 600 | 0,12% | Acciones |
| Cetera Investment Advisers | $3 486 984 | 35 945 | 0,11% | Acciones |
| Legal & General Group Plc | $3 389 335 | 34 938 | 0,11% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $3 336 174 | 34 390 | 0,11% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $3 312 697 | 34 148 | 0,11% | Acciones |
| Holocene Advisors, LP | $3 292 810 | 33 943 | 0,11% | Acciones |
| FIFTH THIRD BANCORP | $3 271 327 | 33 722 | 0,11% | Acciones |
| Point72 Asset Management, L.P. | $3 220 344 | 33 196 | 0,11% | Acciones |
| Cresset Asset Management, LLC | $3 007 207 | 30 999 | 0,10% | Acciones |
| Insight Advisors, LLC/ PA | $2 891 383 | 29 805 | 0,09% | Acciones |
| Bridgewater Associates, LP | $2 805 141 | 28 916 | 0,09% | Acciones |
| INTECH INVESTMENT MANAGEMENT LLC | $2 801 260 | 28 876 | 0,09% | Acciones |
| OCCUDO QUANTITATIVE STRATEGIES LP | $2 766 434 | 28 517 | 0,09% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $2 724 526 | 28 085 | 0,09% | Acciones |
| Mariner, LLC | $2 708 772 | 27 923 | 0,09% | Acciones |
| Vanguard Global Advisers, LLC | $2 689 893 | 27 728 | 0,09% | Acciones |
| IEQ CAPITAL, LLC | $2 680 272 | 27 629 | 0,09% | Acciones |
| Legato Capital Management LLC | $2 592 786 | 26 727 | 0,08% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $2 430 101 | 25 050 | 0,08% | Acciones |
| Illinois Municipal Retirement Fund | $2 375 387 | 24 486 | 0,08% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $2 345 023 | 24 173 | 0,08% | Acciones |
| State of Tennessee, Department of Treasury | $2 300 108 | 23 710 | 0,08% | Acciones |
| State of New Jersey Common Pension Fund D | $2 284 391 | 23 548 | 0,07% | Acciones |
| New Age Alpha Advisors, LLC | $2 281 384 | 23 517 | 0,07% | Acciones |
| Nuveen, LLC | $2 275 952 | 23 461 | 0,07% | Acciones |
| TWO SIGMA ADVISERS, LP | $2 108 484 | 25 200 | 0,07% | Acciones |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $2 098 908 | 21 636 | 0,07% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $2 086 491 | 21 508 | 0,07% | Acciones |
| XTX Topco Ltd | $1 992 876 | 20 543 | 0,07% | Acciones |
| DARK FOREST CAPITAL MANAGEMENT LP | $1 845 615 | 19 025 | 0,06% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1 823 246 | 19 006 | 0,06% | Acciones |
| Corient Private Wealth LP | $1 774 994 | 18 297 | 0,06% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $1 745 016 | 17 988 | 0,06% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1 701 459 | 17 539 | 0,06% | Acciones |
Informantes de la empresa 59 insiders · 20 directivos · 7 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Dale A Thatcher | EVP, CFO & Treasurer | 25 de agosto de 2016 S | 67 671 | 0 | 0 | $0 |
| Ronald J Zaleski | EVP & Chief Act. | 25 de noviembre de 2014 S | 85 855 | 0 | 0 | $0 |
| Kimberly J Burnett | EVP & Chief HR Officer | 6 de noviembre de 2014 S | 26 425 | 0 | 0 | $0 |
| Clair Ronald E. St. | EVP & CIO | 30 de enero de 2013 A | 32 677 | 0 | 0 | $0 |
| Amy R. Carver | EVP & Chief HR Officer | 31 de octubre de 2011 A | 9 358 | 0 | 0 | $0 |
| Richard F Connell | SEVP & CAO | 6 de febrero de 2011 F | 50 601 | 0 | 0 | $0 |
| Steven B. Woods | EVP, Human Resources | 1 de febrero de 2011 A | 21 970 | 0 | 0 | $0 |
| Kerry A Guthrie | EVP & Chief Inv. Off. | 23 de febrero de 2010 A | 78 740 | 0 | 0 | $0 |
| Mary T Porter | EVP, Chief Claims Officer | 30 de enero de 2009 A | — | 0 | 0 | $0 |
| Victor N Daley | Executive Vice President | 31 de diciembre de 2008 F | 10 035 | 0 | 0 | $0 |
| Jamie Ochiltree III | Sr. Exec. Vice President | 6 de febrero de 2008 A | 66 827 | 0 | 0 | $0 |
| James W Coleman JR | EVP - Div. Ins. Ser. | 6 de febrero de 2006 F | 33 152 | 0 | 0 | $0 |
| James Mclain | Senior Vice President | 9 de septiembre de 2005 M | 26 037 | 0 | 0 | $0 |
| Debra P Carter | SVP & Dir. HR | 4 de agosto de 2005 M | 41 749 | 0 | 0 | $0 |
| Eduard J Pulkstenis | Senior Vice President | 28 de julio de 2005 S | 15 025 | 0 | 0 | $0 |
| Sharon R Cooper | SVP & Dir Comm | 28 de julio de 2005 M | 19 325 | 0 | 0 | $0 |
| Charles A Musilli | Senior Vice President | 7 de febrero de 2005 F | 36 046 | 0 | 0 | $0 |
| Claude D Chevance | Vice President and Controller | 1 de febrero de 2005 A | 1 500 | 0 | 0 | $0 |
| Robert J Schwarz | Assistant Vice President and D | 3 de febrero de 2004 A | 4 357 | 0 | 0 | $0 |
| Richard W Berstein | Executive Vice President | 9 de septiembre de 2003 M | 9 171 | 0 | 0 | $0 |
| Annabelle G Bexiga | Consejero | 1 de mayo de 2015 A | 14 694 | 0 | 0 | $0 |
| Joan M Lammtennant | Consejero | 8 de diciembre de 2014 M | 80 118 | 0 | 0 | $0 |
| Griffin S Mcclellan III | Consejero | 29 de abril de 2011 A | 48 490 | 0 | 0 | $0 |
| Marston W Becker | Consejero | 1 de octubre de 2010 A | 33 082 | 0 | 0 | $0 |
| John F Rockhart | Consejero | 1 de abril de 2008 A | 13 313 | 0 | 0 | $0 |
| Edward C Herder | Consejero | 2 de diciembre de 2005 G | 13 495 | 0 | 0 | $0 |
| William A Dolan II | Consejero | 1 de abril de 2005 A | 35 972 | 0 | 0 | $0 |
| Julie Parsons | — | 1 de mayo de 2026 A | 1 767 | 0 | 0 | $0 |
| Kate Sampson | — | 1 de mayo de 2026 A | 3 221 | 0 | 0 | $0 |
| Ainar D Aijala JR | — | 1 de mayo de 2026 A | 11 065 | 0 | 0 | $0 |
| Stephen Mills | — | 1 de mayo de 2026 A | 8 311 | 0 | 0 | $0 |
| Robert Kelly Doherty | — | 1 de mayo de 2026 A | 28 899 | 0 | 0 | $0 |
| John Stephen Scheid | — | 1 de mayo de 2026 A | 31 832 | 0 | 0 | $0 |
| Lisa R Bacus | — | 1 de mayo de 2026 A | 8 552 | 1 | 0 | $50 886 |
| Thomas A Mccarthy | — | 1 de mayo de 2026 A | 5 659 | 0 | 0 | $0 |
| Cynthia S Nicholson | — | 1 de mayo de 2026 A | 21 137 | 0 | 0 | $0 |
| Terrence W Cavanaugh | — | 1 de mayo de 2026 A | 28 364 | 0 | 0 | $0 |
| Elizabeth H Mitchell | — | 1 de mayo de 2026 A | 16 076 | 0 | 0 | $0 |
| Anthony D. Harnett | — | 17 de febrero de 2026 S | 15 205 | 0 | 2 | $-174 379 |
| Jeffrey F. Kamrowski | — | 6 de febrero de 2026 F | 79 955 | 0 | 0 | $0 |
| Joseph Eppers | — | 6 de febrero de 2026 F | 14 265 | 0 | 0 | $0 |
| John J. Marchioni | — | 6 de febrero de 2026 F | 12 234 | 0 | 0 | $0 |
| Michael H Lanza | — | 6 de febrero de 2026 F | 34 765 | 0 | 0 | $0 |
| Patrick Sean Brennan | — | 24 de octubre de 2025 P | 17 948 | 1 | 0 | $205 659 |
| Wole C Coaxum | — | 2 de mayo de 2025 A | 5 545 | 0 | 0 | $0 |
| Brenda M Hall | — | 7 de febrero de 2025 F | 14 772 | 0 | 0 | $0 |
| Paul Kush | — | 7 de febrero de 2025 F | 8 933 | 0 | 0 | $0 |
| Vincent M Senia | — | 7 de febrero de 2025 F | 14 178 | 0 | 0 | $0 |
| Philip Hugh Urban | — | 3 de mayo de 2024 A | 28 415 | 0 | 0 | $0 |
| Brian J Thebault | — | 5 de mayo de 2023 A | 52 572 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 103 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 |
|---|---|---|---|---|
| WBIF · Absolute Shares Trust | 1,65% | 4 003 NS | 30 de junio de 2026 | N-PORT |
| MMID · MFS Active Exchange Traded Funds Tr… | 1,08% | 4 256 NS | 31 de mayo de 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0,64% | 63 964 NS | 30 de abril de 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0,63% | 16 172 NS | 30 de abril de 2026 | N-PORT |
| PSC · Principal Exchange-Traded Funds | 0,53% | 127 525 NS | 30 de junio de 2026 | N-PORT |
| SIXL · EXCHANGE TRADED CONCEPTS TRUST | 0,46% | 10 086 NS | 31 de mayo de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,44% | 1 335 NS | 30 de abril de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,42% | 1 310 429 NS | 31 de mayo de 2026 | N-PORT |
| PAMC · Pacer Funds Trust | 0,40% | 3 031 NS | 30 de abril de 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,30% | 48 272 NS | 30 de abril de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,24% | 325 NS | 30 de abril de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,23% | 2 176 NS | 30 de abril de 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,21% | 81 NS | 29 de mayo de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,19% | 3 125 NS | 30 de abril de 2026 | N-PORT |
| ROUS · Lattice Strategies Trust | 0,16% | 11 187 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,15% | 26 069 NS | 30 de abril de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,15% | 157 879 NS | 31 de mayo de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,15% | 41 934 NS | 30 de abril de 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,15% | 6 902 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,13% | 2 832 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,11% | 189 177 NS | 30 de abril de 2026 | N-PORT |
| MVV · ProShares Trust | 0,11% | 2 075 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,11% | 288 239 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,10% | 11 833 NS | 31 de mayo de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 24 552 NS | 30 de abril de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,10% | 994 NS | 30 de abril de 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,10% | 162 675 NS | 31 de mayo de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,10% | 30 859 NS | 31 de mayo de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,09% | 1 316 NS | 30 de abril de 2026 | N-PORT |
| UMDD · ProShares Trust | 0,08% | 290 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,08% | 2 215 NS | 31 de mayo de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,06% | 9 616 NS | 30 de abril de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,06% | 16 026 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,06% | 2 241 NS | 31 de mayo de 2026 | N-PORT |
| AVIE · AMERICAN CENTURY ETF TRUST | 0,05% | 65 NS | 31 de mayo de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,05% | 12 320 NS | 30 de abril de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,04% | 3 318 NS | 31 de mayo de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,04% | 2 123 NS | 31 de mayo de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,03% | 26 152 NS | 30 de abril de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,03% | 1 356 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,03% | 2 400 NS | 31 de mayo de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,03% | 47 158 NS | 30 de abril de 2026 | N-PORT |
| JSTC · Tidal Trust I | 0,03% | 1 000 NS | 31 de mayo de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,03% | 41 566 NS | 30 de abril de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 6 144 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,02% | 38 094 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,02% | 56 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,02% | 115 395 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,02% | 5 750 NS | 30 de abril de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 18 078 NS | 31 de mayo de 2026 | N-PORT |