WTM White Mountains Insurance Group, Ltd. Common Stock
$2135,84
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$1648–$2333
71% of range
Calificación del Analista
SELL
8 analysts
Precio Objetivo
—
P/E (TTM)
5.0
ROE
22.3%
Margen de Beneficio Neto
29.6%
Acerca de White Mountains Insurance Group, Ltd. Common Stock Descripción general de la empresa de Wikipedia
White Mountains Insurance Group is a diversified insurance and related financial services holding company based in Hamilton, Bermuda. Redomiciled from Delaware, United States, on October 25, 1999, the company conducts most of its business through its insurance subsidiaries and other affiliates.
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White Mountains Insurance Group is a diversified insurance and related financial services holding company based in Hamilton, Bermuda. Redomiciled from Delaware, United States, on October 25, 1999, the company conducts most of its business through its insurance subsidiaries and other affiliates.
The company owned the automobile insurer Esurance before selling it to Allstate for $1 billion.
Heritage
White Mountains Insurance Group began in the early 1980s by John J. Byrne, the man recruited by American Express to turn around troubled property and casualty insurer Fireman's Fund. When Byrne took Fireman's Fund public in 1985, it was the largest IPO in American history, and the insurer was sold to Allianz six years later. Upon completion of the Fireman's Fund sale in 1991, the remaining holding company and residual assets formed the starting point for the future White Mountains.
In December 2020, the company reported book value per share of $1,000.
Leadership
White Mountains Insurance's current director is CEO George Manning Rountree.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
WTM Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$2135.84
Capitalización Bursátil
$5.30B
P/E (TTM)
5.0
BPA (TTM)
$430.14
Ingresos (TTM)
$3.73B
Rendimiento div.
0.05%
ROE
22.3%
Deuda/Capital
—
Rango 52S
$1648 – $2333
WTM Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$3.73B
2017-12-31
→
2025-12-31
BPA
$430.14
2017-12-31
→
2025-12-31
Flujo de caja libre
—
Márgenes
29.6%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
WTM
Mediana de Pares
P/E (TTM)
5.0
10.9
P/S (TTM) (P/V (TTM))
1.4
1.3
P/B (P/C)
1.0
2.0
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
WTM
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
29.6%
11.8%
ROA
10.0%
6.3%
ROE
22.3%
20.7%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
WTM
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
WTM
Mediana de Pares
Revenue YoY (Ingresos interanuales)
66.8%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
47.8%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
33.1%
—
EPS YoY (EPS interanual)
379.1%
—
Net Income YoY (Beneficio Neto interanual)
380.2%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
WTM
Mediana de Pares
Payout Ratio (Ratio de Pago)
0.23%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
0.05%
Ratio de Pago
0.23%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 16 de marzo de 2026 | $1,0000 |
| 17 de marzo de 2025 | $1,0000 |
| 8 de marzo de 2024 | $1,0000 |
| 10 de marzo de 2023 | $1,0000 |
| 11 de marzo de 2022 | $1,0000 |
| 12 de marzo de 2021 | $1,0000 |
| 13 de marzo de 2020 | $1,0000 |
| 15 de marzo de 2019 | $1,0000 |
| 16 de marzo de 2018 | $1,0000 |
| 16 de marzo de 2017 | $1,0000 |
| 17 de marzo de 2016 | $1,0000 |
| 12 de marzo de 2015 | $1,0000 |
| 13 de marzo de 2014 | $1,0000 |
| 14 de marzo de 2013 | $1,0000 |
| 22 de marzo de 2012 | $1,0000 |
| 17 de marzo de 2011 | $1,0000 |
| 18 de marzo de 2010 | $1,0000 |
| 12 de marzo de 2009 | $1,0000 |
| 12 de junio de 2008 | $2,0000 |
| 13 de marzo de 2008 | $2,0000 |
WTM Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
VENTA
8 analistas
- Compra fuerte 0 0,0%
- Compra 0 0,0%
- Mantener 3 37,5%
- Venta 4 50,0%
- Venta fuerte 1 12,5%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-5.1%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $80.58 | $75.75 | 4.8% |
| 30 de junio de 2025 | $47.75 | $57.57 | -9.8% |
| 31 de marzo de 2025 | $13.19 | $-14.14 | 27.3% |
| 31 de diciembre de 2024 | $-50.78 | $-33.33 | -17.4% |
| 30 de septiembre de 2024 | $69.68 | $99.99 | -30.3% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| WTM | $5.15B | 4.8 | 66.8% | 29.6% | 22.3% | — |
| 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% | — |
| SIGI | $5.03B | 11.2 | 9.8% | 8.7% | 13.9% | — |
| 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% | — |
| SLDE | $2.42B | 5.8 | 36.5% | 38.4% | 57.4% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.73B | $2.24B | $2.17B | $1.16B | $614M | $896M | $893M | $369M | $374M | $158M | $440M | $1.41B | |
| Cost of Revenue | $152M | $30M | $40M | $99M | $69M | $11M | $48M | $249M | $139M | $102M | $94M | · | |
| SG&A Expense | $607M | $490M | $433M | $364M | $292M | $208M | $328M | $234M | $208M | $176M | $201M | $216M | |
| Interest Expense | $78M | $61M | $63M | $40M | $20M | · | · | · | · | · | · | · | |
| Interest Income | · | · | · | $126M | $85M | $132M | $81M | $62M | $58M | $34M | $15M | $72M | |
| Pretax Income | $1.33B | $317M | $565M | $-149M | $-274M | $660M | $405M | $-178M | $8M | $-147M | $129M | $-29M | |
| Income Tax | $127M | $33M | $-16M | $41M | $44M | $-15M | $29M | $-4M | $-8M | $-33M | $13M | $-15M | |
| Net Income | $1.11B | $230M | $509M | $793M | $-275M | $663M | $377M | $-191M | $593M | $409M | $277M | $290M | |
| EPS (Basic) | $430.14 | $89.79 | $198.60 | $276.96 | $-89.46 | $226.97 | $130.27 | $-41.76 | $146.06 | $80.11 | $50.20 | $51.13 | |
| EPS (Diluted) | $430.14 | $89.79 | $198.60 | $276.96 | $-89.46 | $226.97 | $130.27 | $-41.76 | $146.06 | $80.06 | $50.20 | $51.13 | |
| Shares (Basic) | 2,534,300 | 2,532,200 | 2,527,300 | 2,826,200 | 3,042,500 | 3,081,400 | 3,141,100 | 3,342,400 | 4,239,500 | 4,950,100 | 5,811,200 | 6,026,000 | |
| Shares (Diluted) | 2,534,300 | 2,532,200 | 2,527,300 | 2,826,200 | 3,042,500 | 3,081,400 | 3,141,100 | 3,342,400 | 4,239,500 | 4,953,300 | 5,811,200 | 6,026,000 | |
| EBITDA | $9M | $-6M | $-18M | $4M | $64M | · | · | $26M | $22M | $64M | $68M | $70M |
Balance general 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | $161M | $110M | $97M | $80M | $78M | $146M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | $175M | $211M | $377M | |
| Goodwill | $614M | $439M | $169M | $176M | $142M | $526M | $395M | $380M | $26M | $26M | $19M | $24M | |
| Intangibles | $406M | $281M | $202M | $216M | $198M | $257M | $260M | $155M | $36M | $19M | $31M | $39M | |
| Total Assets | $12.31B | $9.93B | $8.39B | $7.39B | $7.00B | $4.83B | $3.98B | $3.36B | $3.66B | $6.52B | $10.28B | $10.46B | |
| Total Liabilities | $6.05B | $4.79B | $3.82B | $3.45B | $3.30B | $1.01B | $838M | $644M | $298M | $2.80B | $5.91B | $5.92B | |
| Long-term Debt | $837M | $562M | $565M | $575M | $421M | $376M | $284M | $193M | $24M | $13M | $338M | $343M | |
| Common Stock | $2M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $4M | $5M | $6M | $6M | |
| Paid-in Capital | $576M | $564M | $549M | $536M | $586M | $592M | · | · | · | · | · | · | |
| Retained Earnings | $4.85B | $3.92B | $3.69B | $3.21B | $2.96B | $3.31B | $2.67B | $2.26B | $2.82B | $2.78B | $3.08B | $3.01B | |
| AOCI | · | · | $-2M | $-4M | $2M | $-400.0K | $-7M | $-6M | · | $-5M | · | · | |
| Stockholders' Equity | $5.43B | $4.48B | $4.24B | $3.75B | $3.55B | $3.91B | $3.26B | $2.84B | $3.49B | $3.58B | $3.91B | $4.00B | |
| Liabilities + Equity | $12.31B | $9.93B | $8.39B | $7.39B | $7.00B | $4.83B | $3.98B | $3.36B | $3.66B | $6.52B | $10.28B | $10.46B | |
| Shares Outstanding | 2,479,677 | 2,568,148 | 2,560,452 | 2,572,156 | 3,017,772 | 3,102,011 | 3,185,353 | 3,173,115 | 3,750,171 | 4,563,814 | 5,623,735 | 5,986,214 |
Flujo de Efectivo 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $9M | $-6M | $-18M | $4M | $22M | $10M | $30M | $26M | $22M | $20M | $4M | $35M | |
| Stock-based Comp | $18M | $16M | $15M | $14M | $15M | · | · | · | · | · | · | · | |
| Deferred Tax | $92M | $11M | $-47M | $13M | $35M | $-30M | $25M | $-8M | $-11M | $-12M | $11M | $-22M | |
| Amort. of Intangibles | $28M | $22M | $7M | $5M | $5M | $2M | $22M | $19M | $11M | $10M | $8M | $8M | |
| Other Non-cash | $-676M | $335M | $-56M | $-365M | $268M | · | · | $143M | $-510M | $-642M | $-176M | $-239M | |
| Operating Cash Flow | $550M | $587M | $404M | $365M | $39M | $-61M | $-120M | $-31M | $95M | $-155M | $182M | $119M | |
| Investing Cash Flow | $-667M | $-447M | $-544M | $116M | $-208M | $65M | $-60M | $459M | $718M | $1.28B | $11M | $48M | |
| Debt Issued | $295M | $37M | $12M | $214M | $402M | · | · | · | · | · | · | · | |
| Net Debt Issued | $277M | $-2M | $-13M | · | · | · | · | · | · | · | · | · | |
| Stock Issued | · | · | · | · | · | · | · | $0 | $0 | $4M | $0 | $0 | |
| Stock Repurchased | $203M | $8M | $33M | $616M | $108M | $85M | $0 | $512M | $715M | $881M | $269M | $128M | |
| Net Stock Activity | $-203M | $-8M | $-33M | $-616M | $-100M | · | · | $-512M | $-715M | $-878M | $-269M | $-128M | |
| Dividends Paid | $3M | $2M | $3M | $3M | $3M | $3M | $3M | $4M | $5M | $5M | $6M | $6M | |
| Financing Cash Flow | $36M | $4M | $7M | $-345M | $218M | $49M | $230M | $-414M | $-699M | $-948M | $-221M | $-130M | |
| Net Change in Cash | · | · | · | $107M | $63M | $14M | $51M | $13M | $16M | $2M | $-75M | $2M | |
| Taxes Paid | $31M | $34M | $43M | $10M | $-100.0K | $16M | $4M | $4M | $2M | $300.0K | $700.0K | $3M |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 29.6% | 10.3% | 23.5% | 61.5% | -34.1% | · | · | -51.9% | 158.7% | 30.9% | 15.4% | 11.6% | |
| Pretax Margin | 35.6% | 14.1% | 26.1% | -12.9% | -32.0% | · | · | -48.3% | 2.1% | -3.0% | 8.6% | 12.0% | |
| EBITDA Margin | 0.24% | -0.29% | -0.82% | 0.37% | 6.7% | · | · | 7.0% | 6.0% | 4.7% | 3.7% | 2.8% | |
| ROA | 10.0% | 2.5% | 6.5% | 9.9% | -5.4% | · | · | -5.5% | 11.7% | 5.0% | 2.7% | 2.6% | |
| ROE | 22.3% | 5.3% | 12.8% | 19.5% | -8.6% | · | · | -6.0% | 16.7% | 11.2% | 7.1% | 7.4% |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.2 | 0.3 | 0.2 | 0.2 | · | · | 0.1 | 0.1 | 0.2 | 0.2 | 0.2 |
Tasas de Crecimiento 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 66.8% | 3.4% | 87.1% | 88.5% | -31.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 47.8% | 53.9% | 34.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 33.1% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 379.1% | -54.8% | -28.3% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 15.8% | · | -4.3% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 13.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 380.2% | -54.8% | -35.8% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 11.8% | · | -8.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 10.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -4.1% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.73B | $2.24B | $2.17B | $1.16B | $614M | $896M | $893M | $369M | $374M | $158M | $440M | $1.41B | |
| Net Income TTM | $1.11B | $230M | $509M | $793M | $-275M | $663M | $377M | $-191M | $593M | $409M | $277M | $290M | |
| Market Cap | $5.15B | $5.00B | $3.85B | $3.64B | $3.06B | · | · | $2.72B | $3.19B | $3.82B | $4.09B | $3.77B | |
| P/E | 4.8 | 21.7 | 7.6 | 5.1 | -11.3 | 4.4 | 8.6 | -20.5 | 5.8 | 10.4 | 14.5 | 12.3 | |
| P/S | 1.4 | 2.2 | 1.8 | 3.1 | 5.0 | · | · | 7.4 | 8.5 | 24.2 | 9.3 | 2.7 | |
| P/B | 0.9 | 1.1 | 0.9 | 1.0 | 0.9 | · | · | 1.0 | 0.9 | 1.1 | 1.0 | 0.9 | |
| P / Tangible Book | 1.2 | 1.3 | 1.0 | 1.1 | 1.0 | 1.0 | · | · | · | · | · | · | |
| P / Cash Flow | 9.4 | 8.5 | 9.5 | 10.0 | 79.3 | · | · | -87.5 | 33.7 | -24.6 | 23.3 | 31.8 | |
| Dividend Yield | 0.05% | 0.05% | 0.07% | 0.08% | 0.10% | · | · | 0.14% | 0.14% | 0.14% | 0.15% | 0.16% | |
| Earnings Yield | 20.7% | 4.6% | 13.2% | 19.6% | -8.8% | 22.7% | 11.7% | -4.9% | 17.2% | 9.6% | 6.9% | 8.1% | |
| Payout Ratio | 0.23% | 1.1% | 0.51% | 0.42% | -0.96% | · | · | -2.0% | 0.78% | 1.3% | 2.1% | 2.1% | |
| Annual Payout | $3M | $2M | $3M | $3M | $3M | $3M | $3M | $4M | $5M | $5M | $6M | $6M |
Estado de resultados 13
| 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 | $845M | $518M | $1.60B | $864M | $689M | $578M | $358M | $839M | $395M | $647M | $737M | $520M | $378M | $532M | $438M | $383M | |
| Cost of Revenue | $80M | $43M | $47M | $55M | $42M | $8M | $7M | $8M | $7M | $8M | $7M | $8M | $12M | $14M | $30M | $25M | |
| SG&A Expense | $143M | $145M | $196M | $177M | $132M | $96M | $120M | $122M | $122M | $125M | $134M | $100M | $103M | $96M | $107M | $86M | |
| Interest Expense | $20M | $19M | $22M | $20M | $19M | $18M | $14M | $17M | $15M | $15M | $18M | $16M | $14M | $15M | $13M | $10M | |
| Interest Income | · | · | · | · | · | · | · | $8M | · | · | · | · | $43M | $40M | · | $35M | |
| Pretax Income | $256M | $-26M | $901M | $179M | $176M | $72M | $-121M | $240M | $-35M | $233M | $328M | $21M | $17M | $199M | $129M | $-31M | |
| Income Tax | $25M | $800.0K | $87M | $17M | $13M | $10M | $4M | $12M | $6M | $11M | $-35M | $7M | $200.0K | $12M | $68M | $-7M | |
| Net Income | $200M | $-27M | $836M | $114M | $123M | $34M | $-130M | $179M | $-55M | $236M | $286M | $24M | $20M | $180M | $40M | $888M | |
| EPS (Basic) | $80.58 | $-12.59 | $325.02 | $44.18 | $47.75 | $13.19 | $-50.98 | $69.68 | $-21.24 | $92.33 | $111.93 | $9.19 | $7.65 | $69.83 | $15.73 | $306.93 | |
| EPS (Diluted) | $80.58 | $-12.59 | $325.02 | $44.18 | $47.75 | $13.19 | $-50.98 | $69.68 | $-21.24 | $92.33 | $111.93 | $9.19 | $7.65 | $69.83 | $15.73 | $306.93 | |
| Shares (Basic) | 2,407,600 | 2,447,300 | -5,090,300 | 2,542,300 | 2,541,400 | 2,540,900 | -5,063,400 | 2,532,700 | 2,531,800 | 2,531,100 | -5,059,200 | 2,522,900 | 2,524,800 | 2,538,800 | -5,946,600 | 2,855,500 | |
| Shares (Diluted) | 2,407,600 | 2,447,300 | -5,090,300 | 2,542,300 | 2,541,400 | 2,540,900 | -5,063,400 | 2,532,700 | 2,531,800 | 2,531,100 | -5,059,200 | 2,522,900 | 2,524,800 | 2,538,800 | -5,946,600 | 2,855,500 | |
| EBITDA | · | $5M | · | · | · | $1M | · | · | · | $-2M | · | · | · | $-2M | · | · |
Balance general 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goodwill | $796M | $615M | $614M | $1.09B | $535M | $439M | $439M | $439M | $439M | $439M | $169M | $169M | $169M | $169M | $176M | $176M | |
| Intangibles | $388M | $396M | $406M | $301M | $271M | $276M | $281M | $286M | $292M | $297M | $202M | $203M | · | · | $216M | · | |
| Total Assets | $13.77B | $13.17B | $12.31B | $12.35B | $11.82B | $11.00B | $9.93B | $10.34B | $10.17B | $9.59B | · | $8.14B | $8.38B | $7.96B | · | $7.54B | |
| Total Liabilities | $7.51B | $6.99B | $6.05B | $6.63B | $6.48B | $5.87B | $4.79B | $5.08B | $5.29B | $4.70B | · | $3.98B | $4.25B | $3.87B | · | $3.68B | |
| Long-term Debt | $932M | $835M | $837M | $870M | $695M | $676M | $562M | $545M | $530M | $532M | · | $565M | $566M | $556M | · | $616M | |
| Common Stock | $2M | $2M | $2M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | · | $3M | $3M | $3M | · | $3M | |
| Paid-in Capital | $564M | $579M | $576M | $582M | $574M | $564M | $564M | $561M | $559M | $552M | · | $545M | $541M | $535M | · | $533M | |
| Retained Earnings | $4.82B | $4.79B | $4.85B | $4.18B | $4.07B | $3.94B | $3.92B | $4.05B | $3.86B | $3.92B | · | $3.40B | $3.38B | $3.37B | · | $3.18B | |
| AOCI | · | · | · | · | · | · | · | · | · | · | · | $-3M | $-2M | $-3M | · | $-3M | |
| Stockholders' Equity | $5.39B | $5.37B | $5.43B | $4.77B | $4.64B | $4.51B | $4.48B | $4.61B | $4.42B | $4.47B | · | $3.95B | $3.92B | $3.90B | · | $3.71B | |
| Liabilities + Equity | $13.77B | $13.17B | $12.31B | $12.35B | $11.82B | $11.00B | $9.93B | $10.34B | $10.17B | $9.59B | · | $8.14B | $8.38B | $7.96B | · | $7.54B | |
| Shares Outstanding | 2,386,721 | 2,476,670 | 2,479,677 | 2,575,161 | 2,575,136 | 2,573,726 | 2,568,148 | 2,568,148 | 2,568,283 | 2,565,733 | · | 2,560,452 | 2,560,452 | 2,564,484 | · | 2,576,232 |
Flujo de Efectivo 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $9M | $5M | $6M | $2M | $-800.0K | $1M | $1M | $-3M | $-3M | $-2M | $-8M | $-5M | $-3M | $-2M | $-3M | $-1M | |
| Stock-based Comp | $5M | $4M | $5M | $5M | $5M | $4M | $4M | $4M | $4M | $3M | $4M | $4M | $4M | $3M | $4M | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | $-900.0K | $-4M | $-9M | $18M | |
| Amort. of Intangibles | $9M | $10M | $10M | $8M | $5M | $5M | $5M | $5M | $6M | $6M | $2M | $2M | $3M | $2M | $-7M | $1M | |
| Other Non-cash | · | $49M | · | · | · | $-79M | · | · | · | $-201M | · | · | · | $-88M | · | · | |
| Operating Cash Flow | $-56M | $30M | $54M | $359M | $178M | $-40M | $64M | $269M | $217M | $36M | $24M | $223M | $71M | $86M | $208M | $117M | |
| Investing Cash Flow | $143M | $-30M | $-215M | $-295M | $-164M | $7M | $-163M | $-190M | $-195M | $101M | $-89M | $-232M | $-126M | $-97M | $-152M | $234M | |
| Debt Issued | $252M | $6M | $82M | $81M | $15M | $116M | $21M | $16M | $0 | $0 | $200.0K | $200.0K | · | · | $2M | · | |
| Net Debt Issued | · | $-2M | · | · | · | $115M | · | · | · | $-33M | · | · | · | · | · | · | |
| Stock Repurchased | $191M | $26M | $193M | $0 | $0 | $10M | $-200.0K | $0 | $0 | $8M | $0 | $0 | $7M | $25M | $5M | $509M | |
| Net Stock Activity | · | $-26M | · | · | · | $-10M | · | · | · | $-8M | · | · | · | $-25M | · | · | |
| Dividends Paid | $0 | $2M | $0 | $0 | $0 | $3M | $0 | $0 | $0 | $2M | $0 | $0 | $0 | $3M | $0 | $0 | |
| Financing Cash Flow | $-97M | $-49M | $-128M | $72M | $12M | $78M | $20M | $11M | $8M | $-34M | $24M | $18M | $7M | $-41M | $-47M | $-488M | |
| Net Change in Cash | · | · | · | · | · | · | · | · | · | · | · | · | $-48M | $-52M | · | $-138M | |
| Taxes Paid | $11M | $4M | $9M | $4M | $14M | $4M | $15M | $5M | $9M | $5M | $13M | $2M | $10M | $18M | $7M | $-600.0K |
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 | 23.6% | -5.2% | · | 13.2% | 17.8% | 5.9% | · | 21.3% | -13.8% | 36.5% | · | 4.5% | 5.2% | 33.8% | · | 231.8% | |
| Pretax Margin | 30.3% | -4.9% | · | 20.7% | 25.6% | 12.5% | · | 28.5% | -8.8% | 35.9% | · | 4.1% | 4.6% | 37.4% | · | -8.1% | |
| EBITDA Margin | · | 0.93% | · | · | · | 0.19% | · | · | · | -0.32% | · | · | · | -0.45% | · | · | |
| ROA | 1.6% | -0.23% | · | 1.0% | 1.1% | 0.33% | · | 1.9% | -0.59% | 2.7% | · | 0.30% | 0.24% | 2.3% | · | 12.1% | |
| ROE | 4.0% | -0.55% | · | 2.4% | 2.7% | 0.76% | · | 4.2% | -1.3% | 5.7% | · | 0.62% | 0.54% | 4.8% | · | 24.6% |
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 | 0.0 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.0 | 0.1 | · | 0.1 | 0.0 | 0.1 | · | 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 | $2.92B | $2.65B | · | $2.97B | $2.50B | $2.46B | · | $2.40B | $1.94B | $2.08B | · | $1.81B | $1.37B | $1.25B | · | $628M | |
| Net Income TTM | $409M | $243M | · | $450M | $281M | $395M | · | $384M | $225M | $459M | · | $1.11B | $918M | $932M | · | $381M | |
| Market Cap | $4.95B | $5.44B | · | $4.30B | $4.62B | $4.96B | · | $4.36B | $4.67B | $4.60B | · | $3.83B | $3.56B | $3.53B | · | $3.36B | |
| P/E | 13.0 | 23.7 | · | 9.6 | 16.4 | 12.5 | · | 11.3 | 20.7 | 10.0 | · | 3.8 | 4.2 | 4.2 | · | 9.2 | |
| P/S | 1.7 | 2.1 | · | 1.4 | 1.8 | 2.0 | · | 1.8 | 2.4 | 2.2 | · | 2.1 | 2.6 | 2.8 | · | 5.3 | |
| P/B | 0.9 | 1.0 | · | 0.9 | 1.0 | 1.1 | · | 0.9 | 1.1 | 1.0 | · | 1.0 | 0.9 | 0.9 | · | 0.9 | |
| P / Tangible Book | 1.2 | 1.2 | · | 1.3 | 1.2 | 1.3 | · | 1.1 | 1.3 | 1.2 | · | 1.1 | 0.9 | 0.9 | · | 1.0 | |
| P / Cash Flow | · | 178.4 | · | · | · | -123.3 | · | · | · | 126.1 | · | · | · | 41.3 | · | · | |
| Earnings Yield | 7.7% | 4.2% | · | 10.5% | 6.1% | 8.0% | · | 8.8% | 4.8% | 10.0% | · | 26.3% | 23.6% | 24.0% | · | 10.8% | |
| Payout Ratio | · | -8.8% | · | · | · | 7.7% | · | · | · | 1.1% | · | · | · | 1.5% | · | · |
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 | $3.73B | $2.24B | $2.17B | $1.16B | $614M |
| Beneficio neto | $1.11B | $230M | $509M | $793M | $-275M |
| EPS Diluido | $430.14 | $89.79 | $198.60 | $276.96 | $-89.46 |
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Propietarios institucionales (13F) 376 declarantes · $3.5B 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 |
|---|---|---|---|---|
| 42 (-4 vs trimestre anterior) | 40 (+14 vs trimestre anterior) | 91 (-19 vs trimestre anterior) | 132 (+27 vs trimestre anterior) | +221K |
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 | $315 302 491 | 152 071 | 9,04% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $245 074 723 | 118 200 | 7,03% | Acciones |
| River Road Asset Management, LLC | $240 264 433 | 115 880 | 6,89% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $232 155 405 | 111 969 | 6,66% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $222 845 884 | 107 479 | 6,39% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $211 260 919 | 101 892 | 6,06% | Acciones |
| COOKE & BIELER LP | $176 486 957 | 85 120 | 5,06% | Acciones |
| Wallace Capital Management Inc. | $166 009 833 | 80 067 | 4,76% | Acciones |
| FIDUCIARY MANAGEMENT INC /WI/ | $137 984 104 | 66 550 | 3,96% | Acciones |
| LONDON CO OF VIRGINIA | $112 075 761 | 54 025 | 3,21% | Acciones |
| STATE STREET CORP | $104 202 361 | 50 257 | 2,99% | Acciones |
| REINHART PARTNERS, LLC. | $92 265 213 | 44 480 | 2,65% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $88 742 626 | 42 789 | 2,55% | Acciones |
| GENDELL JEFFREY L | $85 971 043 | 41 464 | 2,47% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $64 499 016 | 31 108 | 1,85% | Acciones |
| NORGES BANK | $57 963 691 | 27 956 | 1,66% | Acciones |
| Cannell & Spears LLC | $57 177 034 | 27 577 | 1,64% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $48 735 032 | 23 505 | 1,40% | Acciones |
| Mraz, Amerine & Associates, Inc. | $46 066 975 | 22 218 | 1,32% | Acciones |
| Gotham Asset Management, LLC | $37 196 617 | 17 940 | 1,07% | Acciones |
| JANE STREET GROUP, LLC | $34 849 539 | 16 808 | 1,00% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $31 762 261 | 15 319 | 0,91% | Acciones |
| Boussard & Gavaudan Investment Management LLP | $30 968 600 | 13 975 | 0,89% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $28 691 176 | 13 838 | 0,82% | Acciones |
| Quantinno Capital Management LP | $26 174 512 | 12 624 | 0,75% | Acciones |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | $25 544 165 | 12 320 | 0,73% | Acciones |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $25 307 802 | 12 206 | 0,73% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $24 617 359 | 11 873 | 0,71% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $22 152 098 | 10 684 | 0,64% | Acciones |
| FIRST TRUST ADVISORS LP | $21 986 231 | 10 604 | 0,63% | Acciones |
| Qube Research & Technologies Ltd | $20 055 901 | 9 673 | 0,58% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $19 321 955 | 9 319 | 0,55% | Acciones |
| SPEECE THORSON CAPITAL GROUP INC | $19 106 000 | 9 215 | 0,55% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $15 102 573 | 7 284 | 0,43% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14 074 171 | 6 788 | 0,40% | Acciones |
| ROYCE & ASSOCIATES LP | $14 059 658 | 6 781 | 0,40% | Acciones |
| Edgestream Partners, L.P. | $13 638 759 | 6 578 | 0,39% | Acciones |
| GOLDMAN SACHS GROUP INC | $13 532 919 | 6 527 | 0,39% | Acciones |
| California Public Employees Retirement System | $10 881 151 | 5 248 | 0,31% | Acciones |
| Williams Jones Wealth Management, LLC. | $10 767 114 | 5 193 | 0,31% | Acciones |
| Swiss National Bank | $10 006 180 | 4 826 | 0,29% | Acciones |
| WINMILL & CO. INC | $9 952 272 | 4 800 | 0,29% | Acciones |
| BANK OF AMERICA CORP /DE/ | $8 843 008 | 4 265 | 0,25% | Acciones |
| Phocas Financial Corp. | $8 455 284 | 4 078 | 0,24% | Acciones |
| RHUMBLINE ADVISERS | $8 082 034 | 3 898 | 0,23% | Acciones |
| LEE DANNER & BASS INC | $6 744 738 | 3 253 | 0,19% | Acciones |
| Brandywine Global Investment Management, LLC | $6 703 725 | 3 226 | 0,19% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $6 342 624 | 2 887 | 0,18% | Acciones |
| FRANKLIN RESOURCES INC | $6 066 739 | 2 926 | 0,17% | Acciones |
| AMERIPRISE FINANCIAL INC | $5 778 538 | 2 787 | 0,17% | Acciones |
| BlackRock, Inc. | $5 436 429 | 2 622 | 0,16% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $5 249 823 | 2 532 | 0,15% | Acciones |
| Triad Investment Management | $5 122 932 | 2 471 | 0,15% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $4 959 549 | 2 392 | 0,14% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $4 874 540 | 2 351 | 0,14% | Acciones |
| VANGUARD GROUP INC | $4 712 972 | 2 268 | 0,14% | Acciones |
| Robeco Institutional Asset Management B.V. | $4 528 284 | 2 184 | 0,13% | Acciones |
| Regency Capital Management Inc.\DE | $4 449 495 | 2 146 | 0,13% | Acciones |
| DAVENPORT & Co LLC | $4 401 807 | 2 123 | 0,13% | Acciones |
| UBS Group AG | $4 267 037 | 2 058 | 0,12% | Acciones |
| Russell Investments Group, Ltd. | $4 204 834 | 2 028 | 0,12% | Acciones |
| PARSONS CAPITAL MANAGEMENT INC/RI | $3 912 487 | 1 887 | 0,11% | Acciones |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | $3 879 313 | 1 871 | 0,11% | Acciones |
| Lighthouse Investment Partners, LLC | $3 873 093 | 1 868 | 0,11% | Acciones |
| Atlantic Union Bankshares Corp | $3 659 533 | 1 765 | 0,10% | Acciones |
| MML INVESTORS SERVICES, LLC | $3 609 702 | 1 741 | 0,10% | Acciones |
| XTX Topco Ltd | $3 408 653 | 1 644 | 0,10% | Acciones |
| Focus Partners Wealth | $3 219 979 | 1 553 | 0,09% | Acciones |
| ExodusPoint Capital Management, LP | $2 991 902 | 1 443 | 0,09% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2 913 169 | 1 326 | 0,08% | Acciones |
| OPPENHEIMER ASSET MANAGEMENT INC. | $2 811 517 | 1 356 | 0,08% | Acciones |
| LPL Financial LLC | $2 733 313 | 1 318 | 0,08% | Acciones |
| HighTower Advisors, LLC | $2 728 587 | 1 316 | 0,08% | Acciones |
| DIVERSIFIED MANAGEMENT INC | $2 544 080 | 1 158 | 0,07% | Acciones |
| WCM INVESTMENT MANAGEMENT, LLC | $2 502 855 | 1 197 | 0,07% | Acciones |
| STIFEL FINANCIAL CORP | $2 478 942 | 1 195 | 0,07% | Acciones |
| JANUS HENDERSON GROUP PLC | $2 461 919 | 1 123 | 0,07% | Acciones |
| 1834 INVESTMENT ADVISORS CO | $2 438 838 | 1 176 | 0,07% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $2 423 793 | 1 169 | 0,07% | Acciones |
| Midwest Professional Planners, LTD. | $2 413 426 | 1 164 | 0,07% | Acciones |
| PECAUT & CO. | $2 367 811 | 1 142 | 0,07% | Acciones |
| Walleye Capital LLC | $2 342 931 | 1 130 | 0,07% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $2 305 610 | 1 112 | 0,07% | Acciones |
| LEUTHOLD GROUP, LLC | $2 289 023 | 1 104 | 0,07% | Acciones |
| Autumn Glory Partners, LLC | $2 239 261 | 1 080 | 0,06% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $2 187 597 | 1 055 | 0,06% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $2 073 930 | 944 | 0,06% | Acciones |
| NORTHERN TRUST CORP | $2 015 335 | 972 | 0,06% | Acciones |
| Vanguard Global Advisers, LLC | $1 948 987 | 940 | 0,06% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $1 922 033 | 927 | 0,06% | Acciones |
| BRAVE ASSET MANAGEMENT INC | $1 915 812 | 924 | 0,05% | Acciones |
| State of New Jersey Common Pension Fund D | $1 895 078 | 914 | 0,05% | Acciones |
| Squarepoint Ops LLC | $1 876 418 | 905 | 0,05% | Acciones |
| Cove Street Capital, LLC | $1 810 256 | 1 083 | 0,05% | Acciones |
| Ethic Inc. | $1 783 130 | 860 | 0,05% | Acciones |
| Quadrature Capital Ltd | $1 781 042 | 859 | 0,05% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1 764 455 | 851 | 0,05% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1 743 721 | 841 | 0,05% | Acciones |
| SEI INVESTMENTS CO | $1 733 150 | 836 | 0,05% | Acciones |
| Summit Trail Advisors, LLC | $1 693 960 | 817 | 0,05% | Acciones |
Informantes de la empresa 41 insiders · 7 directivos · 15 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Liam P Caffrey | Chief Executive Officer | 25 de febrero de 2026 A | 3 650 | 0 | 0 | $0 |
| George Manning Rountree | Chief Executive Officer | 19 de diciembre de 2025 S | 13 809 | 0 | 1 | $-10 250 000 |
| CAVOORES JOHN PAUL | Pres & CEO, OneBeacon | 24 de marzo de 2004 A | — | 0 | 0 | $0 |
| Michael A Papamichael | Chief Financial Officer | 25 de febrero de 2026 A | 1 200 | 0 | 0 | $0 |
| Giles E Harrison | President | 25 de febrero de 2026 A | 2 675 | 0 | 0 | $0 |
| SEELIG ROBERT LAWRENCE | EVP & General Counsel | 19 de marzo de 2026 G | 17 857 | 0 | 0 | $0 |
| Michaela Hildreth | MD & Chief Accounting Officer | 25 de febrero de 2026 A | 1 825 | 0 | 0 | $0 |
| John Chu | Consejero | 21 de mayo de 2026 A | 335 | 0 | 0 | $0 |
| Margaret Dillon | Consejero | 21 de mayo de 2026 A | 1 080 | 0 | 0 | $0 |
| Philip A Gelston | Consejero | 21 de mayo de 2026 A | 1 703 | 0 | 1 | $-338 004 |
| Suzanne F. Shank | Consejero | 21 de mayo de 2026 A | 1 006 | 0 | 0 | $0 |
| Peter M Carlson | Consejero | 21 de mayo de 2026 A | 852 | 0 | 0 | $0 |
| Reid Tarlton Campbell | Consejero | 21 de mayo de 2026 A | 10 575 | 0 | 1 | $-10 250 000 |
| David Allen Tanner | Consejero | 21 de mayo de 2026 A | 2 014 | 0 | 0 | $0 |
| Mary C Choksi | Consejero | 21 de mayo de 2026 A | 1 993 | 0 | 0 | $0 |
| Weston M Hicks | Consejero | 21 de mayo de 2026 A | 2 936 | 0 | 0 | $0 |
| Steven Yi | Consejero | 22 de mayo de 2025 A | 525 | 0 | 0 | $0 |
| Morgan W Davis | Consejero | 28 de diciembre de 2022 G | 6 709 | 0 | 0 | $0 |
| KEMP KARL THOMAS | Consejero | 24 de marzo de 2004 A | 60 314 | 0 | 0 | $0 |
| BYRNE MARK JAMES | Consejero | 16 de octubre de 2003 P | 222 156 | 0 | 0 | $0 |
| White Mountains Insurance Group, Ltd. | Propietario del 10% | 28 de septiembre de 2017 D | 0 | 0 | 0 | $0 |
| BARRETTE RAYMOND JOSEPH RENE | — | 5 de mayo de 2016 M | 31 452 | 0 | 0 | $0 |
| David Linker | — | 25 de febrero de 2016 A | 4 250 | 0 | 0 | $0 |
| FOY DAVID THOMAS | — | 25 de febrero de 2016 A | 8 400 | 0 | 0 | $0 |
| PALMER JESS BRIAN | — | 25 de febrero de 2016 A | 1 910 | 0 | 0 | $0 |
| Kernan V Oberting | — | 1 de enero de 2016 F | 2 134 | 0 | 0 | $0 |
| Gary Charles Tolman | — | 8 de junio de 2015 A | 1 072 | 0 | 0 | $0 |
| Yves Brouillette | — | 27 de mayo de 2015 A | 5 806 | 0 | 0 | $0 |
| Angelo Michael Frinquelli | — | 27 de mayo de 2015 A | 1 141 | 0 | 0 | $0 |
| Lowndes Andrew Smith | — | 27 de mayo de 2015 A | 2 402 | 0 | 0 | $0 |
| Edith E Holiday | — | 27 de mayo de 2015 A | 1 602 | 0 | 0 | $0 |
| Allan Lewis Waters | — | 25 de febrero de 2015 A | 3 735 | 0 | 0 | $0 |
| GILLESPIE JOHN DAVIES | — | 23 de mayo de 2013 A | 2 825 | 0 | 0 | $0 |
| CLARK HOWARD LONGSTRETH JR | — | 23 de mayo de 2013 A | 1 170 | 0 | 0 | $0 |
| BYRNE JOHN JOSEPH | — | 11 de julio de 2012 D | 635 896 | 0 | 0 | $0 |
| COCHRAN ROBERT PHILLIPS | — | 26 de mayo de 2011 A | 8 045 | 0 | 0 | $0 |
| GILLESPIE GEORGE JOSEPH III | — | 26 de mayo de 2010 A | 1 400 | 0 | 0 | $0 |
| Robert R Lusardi | — | 25 de marzo de 2009 A | — | 0 | 0 | $0 |
| Bruce R. Berkowitz | — | 11 de septiembre de 2008 G | 0 | 0 | 0 | $0 |
| CHOKEL CHARLES BERGEN | — | 25 de junio de 2008 A | 1 600 | 0 | 0 | $0 |
| FASS STEVE ELLIOTT | — | 25 de febrero de 2007 F | 5 535 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 3 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Raymond Barrette 2) ×2 presentaciones | 20 de enero de 2012 | — | Presentación inicial | — | SEC |
| Raymond Barrette | 6 de febrero de 2009 | — | Presentación inicial | — | SEC |
| White Mountains Insurance Group, Ltd., White Mountains Holdings Bermuda, Ltd., White Mountains Advisors, LLC ×5 presentaciones | 1 de mayo de 2007 | — | Presentación inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 47 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 |
|---|---|---|---|---|
| SMMV · iShares Trust | 0,78% | 1 052 SH | 8 de agosto de 2026 | Diario |
| IAK · iShares Trust | 0,57% | 1 474 SH | 8 de agosto de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,37% | 12 439 NS | 30 de abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,28% | 17 274 NS | 30 de abril de 2026 | N-PORT |
| VFMV · VANGUARD WELLINGTON FUND | 0,19% | 393 SH | 8 de agosto de 2026 | Diario |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,19% | 24 591 NS | 31 de mayo de 2026 | N-PORT |
| ISCG · iShares Trust | 0,16% | 755 SH | 8 de agosto de 2026 | Diario |
| SMLF · iShares Trust | 0,15% | 2 961 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,12% | 7 480 NS | 30 de abril de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,10% | 34 243 SH | 8 de agosto de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | 0,08% | 344 SH | 8 de agosto de 2026 | Diario |
| IYF · iShares Trust | 0,08% | 1 632 SH | 8 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,08% | 103 SH | 8 de agosto de 2026 | Diario |
| SMMD · iShares Trust | 0,07% | 1 271 SH | 8 de agosto de 2026 | Diario |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 254 SH | 8 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,06% | 28 068 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,06% | 53 952 SH | 8 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,06% | 3 916 SH | 8 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,05% | 159 SH | 8 de agosto de 2026 | Diario |
| IWS · iShares Trust | 0,05% | 3 690 SH | 8 de agosto de 2026 | Diario |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,04% | 94 NS | 31 de mayo de 2026 | N-PORT |
| IWR · iShares Trust | 0,04% | 9 843 SH | 8 de agosto de 2026 | Diario |
| DFUV · Dimensional ETF Trust | 0,03% | 1 963 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,03% | 107 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,03% | 5 391 NS | 30 de abril de 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,03% | 581 SH | 8 de agosto de 2026 | Diario |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,03% | 31 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 187 NS | 30 de abril de 2026 | N-PORT |
| AVIE · AMERICAN CENTURY ETF TRUST | 0,02% | 1 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 33 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,02% | 220 NS | 30 de abril de 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,02% | 741 SH | 8 de agosto de 2026 | Diario |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,02% | 968 NS | 31 de mayo de 2026 | N-PORT |
| IWD · iShares Trust | 0,01% | 5 333 SH | 8 de agosto de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,01% | 586 NS | 30 de abril de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 74 668 SH | 8 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 395 SH | 8 de agosto de 2026 | Diario |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 1 450 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 202 SH | 8 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,01% | 547 SH | 8 de agosto de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,01% | 745 NS | 30 de abril de 2026 | N-PORT |
| IWB · iShares Trust | 0,01% | 1 659 SH | 8 de agosto de 2026 | Diario |
| IYY · iShares Trust | 0,01% | 102 SH | 8 de agosto de 2026 | Diario |
| IWV · iShares Trust | 0,01% | 665 SH | 8 de agosto de 2026 | Diario |
| ITOT · iShares Trust | 0,01% | 2 996 SH | 8 de agosto de 2026 | Diario |
| MSLC · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 91 NS | 31 de mayo de 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 1 853 SH | 8 de agosto de 2026 | Diario |