ACIC American Coastal Insurance Corporation - Common Stock

NASDAQ · Insurance · Voir sur SEC EDGAR ↗
$9,52
Prix · Aoû 19, 2026
Données fondamentales au Aoû 6, 2026
Fourchette 52 semaines
$9–$13
4% of range
Note des analystes
BUY
8 analysts
Objectif de cours
$13
+37% upside
P/E (TTM)
4.4
ROE
35.0%
Marge nette
31.9%

À propos de American Coastal Insurance Corporation - Common Stock Présentation de l'entreprise depuis Wikipedia

United Property & Casualty Insurance Company, Inc. is an American property and casualty insurance company with headquarters in Florida. It writes commercial, residential, homeowners’, and flood insurance policies in several coastal states.

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United Property & Casualty Insurance Company, Inc. (UPC Insurance) is an American property and casualty insurance company with headquarters in Florida. It writes commercial, residential, homeowners’, and flood insurance policies in several coastal states.

As of 2019, UPC Insurance had about 159,170 active policies, accounting for just over 2.5 percent market share.

## History

UPC Insurance was founded in 1999 in St. Petersburg, Florida.

In 2012, John Forney was named CEO. Forney is a former U.S. Army infantry officer and graduate of Ranger School. Before joining UPC Insurance, he served in several capacities at Raymond James Financial.

In 2014, UPC Insurance purchased the AAA Auto South building, which had been owned by the Peninsula Motor Club Inc. since 1987, as its new headquarters. The company tried to acquire Family Security Holdings LLC but never completed the $9 million deal. Also in 2014, Judy Copechal, Chief Underwriting Officer at UPC Insurance, was named as one of the Top 10 Women in Insurance Leadership by Insurance Networking News.

In 2015, UPC Insurance acquired Interboro Insurance Company, a property and casualty insurance company authorized in New York, Alabama, South Carolina, Washington, D.C., and Louisiana, from Interboro, LLC for $57 million. The company also participated in the Texas Windstorm Insurance Association (TWIA) Depopulation Program.

In 2017, UPC Insurance merged with American Coastal Insurance Co. Journey Insurance Company offers homeowners and commercial residential property insurance through independent agents and brokers in Florida, South Carolina, and Texas. It received an “A−“ Financial Strength Rating and “a-“ Issuer Credit Rating from A.M. Best.

In 2018, UPC Insurance announced plans to build another new headquarters in downtown St. Petersburg, the first new office construction in the area since the Duke Energy Florida headquarters in 2007. The company also collaborated with R.J. Kiln & Co., a subsidiary of Tokio Marine Kiln, to form a property and casualty insurance subsidiary called Journey Insurance Company.

In 2019, UPC Insurance reported first-quarter catastrophe losses of $13 million after-tax due to several catastrophic events, including the Brevard County hailstorm, as well as possible loss creep from Hurricane Irma and Hurricane Michael.

UPC announced in August 2022 that they would leave the Florida Property Insurance market with a plan to cancel all remaining policies May 31, 2023 before the start of the hurricane season on June 1. Hurricane Ian struck Florida the following month near Fort Myers. UPC policies were concentrated in Southwest Florida and the company experienced 25,000 claims. The company initially projected losses of $660 million but by the end of 2022, losses were revised to $864 million.

When UPC notified Florida's Office of Insurance Regulation of their dire financial situation, the Insurance Commissioner sent a letter to CFO Jimmy Patronis to seek court approval to place UPC into receivership. In early February 2023 Slide Insurance assumed 72,000 of the 135,000 UPC policies. Less than a week later, UPC was declared insolvent.

== References ==

Source : Wikipedia (Anglais), CC BY-SA 4.0 · Voir sur Wikipedia ↗

Wikidata ↗

ACIC Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines

Prix
$9.52
Capitalisation Boursière
$460M
P/E (TTM)
4.4
BPA (TTM)
$2.15
Revenus (TTM)
$335M
Rendement div.
0.00%
ROE
35.0%
Dette/Capitaux propres
—
Fourchette 52 semaines
$9 – $13

ACIC Graphique du cours de l'action OHLCV quotidien avec indicateurs techniques — panoramique, zoom et personnalisez votre vue

Performance sur 10 ans Tendances du chiffre d'affaires, du bénéfice net, des marges et du BPA

Revenus et bénéfice net $335M
6-point trend, -60.4%
2020-12-31 → 2025-12-31
BPA $2.15
6-point trend, +195.6%
2020-12-31 → 2025-12-31
Flux de trésorerie libre $71M
6-point trend, +432.4%
2020-12-31 → 2025-12-31
Marges 31.9%

Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?

Métrique
Tendance sur 5 ans
ACIC
Médiane des pairs
P/E (TTM)
5-point trend, +282.7%
4.4
12.0
P/S (TTM)
5-point trend, +123.1%
1.4
1.3
P/B
5-point trend, +221.9%
1.4
1.9
Price / FCF (Cours / FCF)
5-point trend, +1488.3%
6.5
—

Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC

Métrique
Tendance sur 5 ans
ACIC
Médiane des pairs
Operating Margin (Marge d'exploitation)
5-point trend, +415.9%
41.8%
—
Net Profit Margin (Marge nette)
5-point trend, +448.8%
31.9%
13.0%
ROA
5-point trend, +586.5%
9.3%
5.6%
ROE
5-point trend, +314.2%
35.0%
16.4%
ROIC
5-point trend, +272.0%
33.1%
—

Santé financière Dette, liquidité, solvabilité — solidité du bilan

Métrique
Tendance sur 5 ans
ACIC
Médiane des pairs

Croissance Croissance du chiffre d'affaires, du BPA et du bénéfice net : Année/Année, TCAC 3 ans, TCAC 5 ans

Métrique
Tendance sur 5 ans
ACIC
Médiane des pairs
Revenue YoY (Chiffre d'affaires YoY)
5-point trend, +46.7%
13.1%
—
Revenue CAGR 3Y (CAGR du chiffre d'affaires 3 ans)
5-point trend, +46.7%
14.8%
—
Revenue CAGR 5Y (CAGR du chiffre d'affaires 5 ans)
5-point trend, +46.7%
-16.9%
—
EPS YoY (BPA Année/Année)
5-point trend, +259.3%
39.6%
—
Net Income YoY (Bénéfice net YoY)
5-point trend, +284.5%
41.1%
—

Indicateurs par action BPA, valeur comptable par action, flux de trésorerie par action, dividende par action

Métrique
Tendance sur 5 ans
ACIC
Médiane des pairs
EPS (Diluted) (BPA (Dilué))
5-point trend, +259.3%
$2.15
—

Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances

Métrique
Tendance sur 5 ans
ACIC
Médiane des pairs
Payout Ratio (Ratio de distribution)
5-point trend, +100.0%
0.00%
—

Dividendes Rendement, ratio de distribution, historique des dividendes, CAGR à 5 ans

Rendement du Dividende
0.00%
Ratio de distribution
0.00%
CAGR des dividendes sur 5 ans
—
Date ex-dividendeMontant
2 janvier 2026$0,7500
2 janvier 2025$0,5000
8 mars 2022$0,0600
19 novembre 2021$0,0600
9 août 2021$0,0600
14 mai 2021$0,0600
1 mars 2021$0,0600
20 novembre 2020$0,0600
10 août 2020$0,0600
18 mai 2020$0,0600
3 mars 2020$0,0600
18 novembre 2019$0,0600
13 août 2019$0,0600
13 mai 2019$0,0600
5 mars 2019$0,0600
19 novembre 2018$0,0600
10 août 2018$0,0600
21 mai 2018$0,0600
6 mars 2018$0,0600
21 novembre 2017$0,0600

ACIC Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse

ACHAT 8 analystes
  • Achat fort 2 25,0%
  • Achat 4 50,0%
  • Conserver 2 25,0%
  • Vente 0 0,0%
  • Vente forte 0 0,0%

Objectif de cours à 12 mois

1 analystes · 2026-08-18
Objectif médian $13.00 +36,6%
Objectif moyen $13.00 +36,6%

Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats

Surprise Moyenne
-0.27%
Période EPS Actual BPA est. Surprise
30 juin 2026 $0.33 $0.43 -0.10%
31 mars 2026 $0.39 $0.45 -0.06%
31 décembre 2025 $0.52 $0.43 0.09%
30 septembre 2025 $0.61 $0.40 0.21%
30 juin 2025 $0.54 $2.29 -1.8%
31 mars 2025 $0.42 $0.41 0.01%

Comparaison des pairs (sous-secteur GICS) Indicateurs clés par rapport aux pairs du secteur

Ticker Capitalisation Boursière P/E Revenus Année/Année Marge Nette ROE Marge Brute
ACIC $616M 5.9 13.1% 31.9% 35.0% —
DGICA — — -1.2% 8.1% 12.7% —
TIPT $691M 24.0 -67.9% 7157.2% 7.2% —
ITIC $471M 13.4 5.6% 12.9% 13.2% —
AMSF $722M 15.6 2.7% 14.9% 18.2% —
AII $408M 3.7 35.3% 36.0% 31.2% —
GBLI — 16.2 2.0% 5.6% 3.6% —
NODK $273M -26.6 -12.3% -3.6% -4.3% 24.5%
KINS $242M 5.8 38.5% 19.0% 37.5% —
KWY — — — — — —
MBI — -2.0 90.5% -221.2% 8.2% —

Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie

Compte de résultat 14
Données annuelles Compte de résultat pour ACIC
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +19.7% $335M $297M $264M $222M $229M $847M $825M $724M $654M $487M $358M $280M
SG&A Expense 12-point trend, +102.2% $40M $45M $38M $44M $31M $72M $66M $66M $82M $43M $30M $20M
Operating Expenses 12-point trend, +1561.5% $195M $197M $171M $230M $239M $979M $858M $728M $28M $21M $15M $12M
Operating Income 12-point trend, +118.0% $140M $100M $94M $-9M $-11M $-132M $-33M $-4M $757.0K $7M $42M $64M
Interest Expense 12-point trend, +2537.8% $11M $12M $11M $9M $9M $10M $10M $10M $3M $723.0K $326.0K $410.0K
Other Non-op 12-point trend, +3090.9% $2M $2M $2M $10M $129.0K $74.0K $119.0K $116.0K $153.0K $100.0K $294.0K $77.0K
Pretax Income 12-point trend, +121.6% $143M $102M $96M $2M $-10M $-132M $-33M $-4M $910.0K $7M $42M $64M
Income Tax 12-point trend, +53.6% $36M $25M $11M $26M $-7M $-37M $-3M $-5M $-9M $1M $15M $23M
Net Income 12-point trend, +160.5% $107M $76M $310M $-470M $-58M $-96M $-30M $290.0K $10M $6M $27M $41M
EPS (Basic) 12-point trend, +6.8% $2.20 $1.59 $7.11 $-10.91 $-1.35 $-2.25 $-0.70 $0.01 $0.27 $0.27 $1.29 $2.06
EPS (Diluted) 12-point trend, +4.9% $2.15 $1.54 $6.98 $-10.91 $-1.35 $-2.25 $-0.70 $0.01 $0.27 $0.26 $1.28 $2.05
Shares (Basic) 12-point trend, +143.2% 48,476,824 47,831,412 43,596,432 43,052,070 42,948,850 42,864,166 42,763,423 42,650,629 37,152,768 21,417,486 21,218,233 19,933,652
Shares (Diluted) 12-point trend, +148.3% 49,782,993 49,362,985 44,388,804 43,052,070 42,948,850 42,864,166 42,763,423 42,838,886 37,375,340 21,614,443 21,452,540 20,045,907
EBITDA 11-point trend, +121.4% $144M $104M $91M $-449M $-76M $-126M $-26M $-133.0K $7M · $43M $65M
Bilan 18
Données annuelles Bilan pour ACIC
Métrique Tendance 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +223.8% $199M $137M $139M $71M $212M $239M $215M $113M $230M $151M $85M $61M
PP&E (Net) 12-point trend, -91.0% $723.0K $6M $4M $5M $32M $34M $33M $17M $17M $18M $17M $8M
PP&E (Gross) 12-point trend, -17.4% $9M $14M $9M $11M $58M $60M $52M $30M $30M $25M $22M $11M
Accum. Depreciation 12-point trend, +177.8% $8M $9M $5M $6M $26M $25M $19M $13M $13M $7M $5M $3M
Goodwill 12-point trend, +59476000.00 $59M $59M $59M $70M $73M $73M $73M $73M $73M $14M $3M $0
Intangibles 11-point trend, -33.2% $3M $6M $9M $13M $18M $22M $26M $31M $45M $12M $5M ·
Total Assets 12-point trend, +83.6% $1.07B $1.22B $1.06B $2.84B $2.70B $2.85B $2.47B $2.32B $2.06B $1000M $740M $584M
Deferred Tax · · · $177.0K · · · · · · · ·
Total Liabilities 12-point trend, +98.5% $755M $980M $894M $3.02B $2.37B $2.43B $1.94B $1.78B $1.52B $758M $501M $380M
Long-term Debt 12-point trend, +1008.7% $150M $150M $150M $150M $159M $160M $162M $163M $165M $54M $12M $14M
Common Stock 12-point trend, +150.0% $5.0K $5.0K $5.0K $4.0K $4.0K $4.0K $4.0K $4.0K $4.0K $2.0K $2.0K $2.0K
Paid-in Capital 12-point trend, +433.8% $440M $437M $424M $396M $394M $393M $392M $389M $387M $99M $97M $82M
Retained Earnings 12-point trend, -197.2% $-115M $-185M $-237M $-546M $-75M $-7M $100M $141M $141M $142M $141M $118M
Treasury Stock Flat — no change across 12 periods $431.0K $431.0K $431.0K $431.0K $431.0K $431.0K $431.0K $431.0K $431.0K $431.0K $431.0K $431.0K
AOCI 12-point trend, -280.6% $-7M $-16M $-17M $-31M $-7M $10M $11M $-9M $9M $822.0K $2M $4M
Stockholders' Equity 12-point trend, +55.9% $318M $236M $169M $-182M $332M $396M $503M $520M $537M $241M $239M $204M
Liabilities + Equity 12-point trend, +83.6% $1.07B $1.22B $1.06B $2.84B $2.70B $2.85B $2.47B $2.32B $2.06B $1000M $740M $584M
Shares Outstanding 12-point trend, +133.3% 48,764,802 48,204,962 46,777,006 43,280,173 43,370,442 43,075,877 43,028,074 42,984,578 42,753,054 21,646,614 21,524,348 20,904,414
Flux de trésorerie 16
Données annuelles Flux de trésorerie pour ACIC
Métrique Tendance 202520242023202220212020201920182017201620152014
D&A 12-point trend, +419.6% $4M $5M $1M $5M $6M $6M $6M $4M $6M $2M $2M $731.0K
Stock-based Comp 12-point trend, +562.4% $4M $3M $1M $1M $1M $1M $3M $2M $3M $2M $2M $649.0K
Amort. of Intangibles 12-point trend, +429.8% $2M $3M $3M $3M $4M $4M $5M $14M $31M $11M $3M $460.0K
Other Non-cash 11-point trend, -265.5% $-44M $160M $-449M $289M $-247M $78M $170M $3M $-4M · $67M $27M
Operating Cash Flow 12-point trend, +3.1% $71M $244M $-136M $-173M $-295M $-10M $149M $26M $36M $66M $98M $69M
CapEx 12-point trend, -97.6% $155.0K $22.0K $196.0K $3M $5M $11M $22M $4M $5M $3M $11M $6M
Investing Cash Flow 12-point trend, +100.7% $620.0K $-179M $-3M $237M $251M $37M $-34M $-126M $-7M $-50M $-67M $-91M
Debt Issued 6-point trend, +0.00 · · · · · · $0 $0 $150M $35M $0 $0
Net Debt Issued 8-point trend, -277.3% · · · $-4M $-2M $-1M $-2M $-2M $110M · $-3M $-1M
Stock Issued 7-point trend, -98.6% $774.0K $12M $27M $0 · · · · · $0 $0 $54M
Net Stock Activity 5-point trend, -98.6% $774.0K $12M $27M · · · · · · · $0 $54M
Dividends Paid 12-point trend, -100.0% $0 $24M $0 $3M $10M $10M $10M $10M $9M $5M $4M $3M
Financing Cash Flow 12-point trend, -102.2% $-1M $-14M $27M $-25M $-12M $-12M $-12M $8M $97M $50M $-8M $49M
Net Change in Cash 4-point trend, +373.9% · · · · · · · · $126M $66M $23M $27M
Free Cash Flow 11-point trend, +13.3% $71M $243M $-136M $-176M $-301M $-21M $127M $6M $9M · $87M $63M
Levered FCF 11-point trend, +0.7% $63M $234M $-146M $-186M $-307M $-28M $118M $7M $-27M · $87M $62M
Rentabilité 7
Données annuelles Rentabilité pour ACIC
Métrique Tendance 202520242023202220212020201920182017201620152014
Operating Margin 11-point trend, +82.1% 41.8% 33.6% 31.3% -99.9% -13.2% -15.6% -4.0% -0.60% 0.12% · 11.6% 23.0%
Net Margin 11-point trend, +117.6% 31.9% 25.5% 108.2% -103.2% -9.1% -11.4% -3.6% 0.04% 1.6% · 7.6% 14.6%
Pretax Margin 11-point trend, +85.2% 42.5% 34.3% 32.1% -97.6% -13.2% -15.6% -4.0% -0.59% 0.14% · 11.7% 23.0%
EBITDA Margin 11-point trend, +85.0% 43.0% 35.2% 31.9% -98.5% -12.0% -14.8% -3.2% -0.02% 1.0% · 12.1% 23.2%
ROA 11-point trend, +16.7% 9.3% 6.7% 15.9% -23.7% -1.9% -3.6% -1.2% 0.01% 0.66% · 4.1% 8.0%
ROE 11-point trend, +33.0% 35.0% 30.6% 214.2% 924.9% -16.4% -21.5% -5.8% 0.05% 2.6% · 12.3% 26.4%
ROIC 11-point trend, +64.4% 33.1% 31.7% 47.5% 264.2% -19.2% -24.1% -5.9% 0.08% 1.6% · 11.4% 20.1%
Liquidité et Solvabilité 1
Données annuelles Liquidité et Solvabilité pour ACIC
Métrique Tendance 202520242023202220212020201920182017201620152014
Interest Coverage 11-point trend, -91.7% 13.0 8.3 8.3 -47.3 -8.9 -13.8 -3.3 -0.4 0.2 · 127.5 156.9
Efficacité 1
Données annuelles Efficacité pour ACIC
Métrique Tendance 202520242023202220212020201920182017201620152014
Asset Turnover 11-point trend, -46.4% 0.3 0.3 0.1 0.2 0.2 0.3 0.3 0.3 0.4 · 0.5 0.5
Par action 6
Données annuelles Par action pour ACIC
Métrique Tendance 202520242023202220212020201920182017201620152014
Book Value / Share 11-point trend, -33.2% $6.51 $4.89 $3.61 $-4.21 $7.20 $9.19 $11.69 $12.10 $12.56 · $11.11 $9.75
Revenue / Share 11-point trend, -51.8% $6.74 $6.01 $6.46 $10.58 $14.77 $19.75 $19.29 $16.90 $17.51 · $16.67 $13.98
Cash Flow / Share 11-point trend, -58.5% $1.43 $4.93 $-3.06 $-4.02 $-6.88 $-0.24 $3.48 $0.24 $0.38 · $4.58 $3.44
Cash / Share 9-point trend, +38.8% $4.08 · · $5.31 $4.89 $5.56 $5.01 $2.62 $6.46 · $3.94 $2.94
Dividend / Share 6-point trend, +368.7% $1 $0 · · · · · · $0 $0 $0 $0
EPS (TTM) 12-point trend, +4.9% $2.15 $1.54 $6.98 $-10.91 $-1.35 $-2.25 $-0.70 $0.01 $0.27 $0.26 $1.28 $2.05
Taux de croissance 5
Données annuelles Taux de croissance pour ACIC
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +117.9% 13.1% 12.2% 19.3% -3.1% -73.0% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +146.1% 14.8% 9.1% -32.1% · · · · · · · · ·
Revenue CAGR 5Y -16.9% · · · · · · · · · · ·
EPS YoY 2-point trend, +150.8% 39.6% -77.9% · · · · · · · · · ·
Net Income YoY 2-point trend, +154.4% 41.1% -75.6% · · · · · · · · · ·
Valorisation (TTM) 13
Données annuelles Valorisation (TTM) pour ACIC
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +19.7% $335M $297M $264M $222M $229M $847M $825M $724M $654M $487M $358M $280M
Net Income TTM 12-point trend, +160.5% $107M $76M $310M $-470M $-58M $-96M $-30M $290.0K $10M $6M $27M $41M
Market Cap 11-point trend, +34.2% $616M $649M $443M $46M $188M $246M $543M $714M $737M · $368M $459M
P/E 12-point trend, -45.1% 5.9 8.7 1.4 -0.1 -3.2 -2.5 -18.0 1662.0 63.9 58.2 13.4 10.7
P/S 11-point trend, +12.1% 1.8 2.2 1.7 0.2 0.8 0.3 0.7 1.0 1.1 · 1.0 1.6
P/B 11-point trend, -13.9% 1.9 2.8 2.6 -0.3 0.6 0.6 1.1 1.4 1.4 · 1.5 2.3
P / Tangible Book 5-point trend, +195.3% 2.4 3.8 4.4 · 0.8 0.8 · · · · · ·
P / Cash Flow 11-point trend, +30.2% 8.7 2.7 -3.3 -0.3 -0.6 -23.5 3.6 70.6 51.5 · 3.7 6.7
P / FCF 11-point trend, +18.5% 8.7 2.7 -3.2 -0.3 -0.6 -11.6 4.3 118.1 81.3 · 4.2 7.3
Dividend Yield 11-point trend, -100.0% 0.00% 3.7% 0.00% 5.6% 5.5% 4.2% 1.9% 1.4% 1.2% · 1.2% 0.73%
Earnings Yield 12-point trend, +82.2% 17.0% 11.4% 73.8% -1029.2% -31.1% -39.3% -5.5% 0.06% 1.6% 1.7% 7.5% 9.3%
Payout Ratio 10-point trend, -100.0% 0.00% 31.8% · -0.55% -17.9% -10.7% -34.4% 3540.7% 88.6% · 15.7% 8.1%
Annual Payout 12-point trend, -100.0% $0 $24M $0 $3M $10M $10M $10M $10M $9M $5M $4M $3M

États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années

Compte de résultat
2025-12-312024-12-312023-12-312022-12-312022-03-31
Revenu $335M$297M$264M$222M—
Marge d'exploitation % 41.8%33.6%31.3%-99.9%—
Résultat net $107M$76M$310M$-470M—
BPA dilué $2.15$1.54$6.98$-10.91—
Flux de trésorerie
2025-12-312024-12-312023-12-312022-12-312022-03-31
Flux de trésorerie libre $71M$243M$-136M$-176M—

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Détenteurs institutionnels (13F) 148 déclarants · $126.0M total · Au 30 juin 2026

Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.

Activité institutionnelle — Q2 2026 vs trimestre précédent
Nouvelles positions Positions clôturées Augmenté Diminué Variation nette des actions
23 (-16 vs T. préc.) 31 (+11 vs T. préc.) 42 (-6 vs T. préc.) 36 (-3 vs T. préc.) -1.2M

Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.

Institution Valeur Actions % de 13F suivies Type
VANGUARD CAPITAL MANAGEMENT LLC $11 051 560 995 636 8,77% Actions
AMERICAN CENTURY COMPANIES INC $9 416 874 848 367 7,48% Actions
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $8 976 625 808 705 7,13% Actions
DIMENSIONAL FUND ADVISORS LP $8 661 641 780 328 6,88% Actions
TWO SIGMA INVESTMENTS, LP $6 566 249 591 554 5,21% Actions
GEODE CAPITAL MANAGEMENT, LLC $6 472 984 583 028 5,14% Actions
RENAISSANCE TECHNOLOGIES LLC $6 020 185 542 359 4,78% Actions
STATE STREET CORP $5 658 414 509 767 4,49% Actions
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $5 056 894 455 576 4,01% Actions
BRIDGEWAY CAPITAL MANAGEMENT, LLC $3 374 866 304 042 2,68% Actions
SEI INVESTMENTS CO $3 206 912 288 911 2,55% Actions
VANGUARD PORTFOLIO MANAGEMENT LLC $2 657 129 239 381 2,11% Actions
Empyrean Capital Partners, LP $2 562 735 230 877 2,03% Actions
Militia Capital Partners, LP $2 281 711 180 658 1,81% Actions
Crews Bank & Trust $2 098 733 189 075 1,67% Actions
TUDOR INVESTMENT CORP ET AL $2 069 129 186 408 1,64% Actions
VANGUARD FIDUCIARY TRUST CO $1 807 258 162 816 1,43% Actions
WESTWOOD HOLDINGS GROUP INC $1 650 959 148 735 1,31% Actions
Kennondale Capital Management LLC $1 629 280 146 782 1,29% Actions
MERCER GLOBAL ADVISORS INC /ADV $1 492 428 134 453 1,18% Actions
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $1 476 034 132 976 1,17% Actions
Brandywine Global Investment Management, LLC $1 407 866 111 470 1,12% Actions
FRANKLIN RESOURCES INC $1 261 737 113 670 1,00% Actions
ANTIPODES PARTNERS Ltd $1 256 342 113 184 1,00% Actions
GOLDMAN SACHS GROUP INC $1 185 180 106 773 0,94% Actions
Lido Advisors, LLC $985 333 88 768 0,78% Actions
RITHOLTZ WEALTH MANAGEMENT $956 332 86 156 0,76% Actions
WEDGE CAPITAL MANAGEMENT L L P/NC $942 480 83 776 0,75% Actions
Connor, Clark & Lunn Investment Management Ltd. $928 160 83 618 0,74% Actions
MACKENZIE FINANCIAL CORP $919 513 82 839 0,73% Actions
FIRST TRUST ADVISORS LP $899 199 81 009 0,71% Actions
JACOBS LEVY EQUITY MANAGEMENT, INC $861 626 77 624 0,68% Actions
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $827 039 74 508 0,66% Actions
Pacific Ridge Capital Partners, LLC $826 761 74 483 0,66% Actions
RAYMOND JAMES FINANCIAL INC $818 514 73 740 0,65% Actions
BANK OF AMERICA CORP /DE/ $814 152 73 347 0,65% Actions
Cubist Systematic Strategies, LLC $777 310 68 245 0,62% Actions
Quantinno Capital Management LP $702 963 63 330 0,56% Actions
Beacon Pointe Advisors, LLC $701 685 62 372 0,56% Actions
TWO SIGMA ADVISERS, LP $678 231 53 700 0,54% Actions
JANE STREET GROUP, LLC $672 749 60 608 0,53% Actions
Tactive Advisors, LLC $610 667 55 015 0,48% Actions
Bank of New York Mellon Corp $606 859 54 672 0,48% Actions
IHT Wealth Management, LLC $602 819 54 308 0,48% Actions
Cornerstone Wealth Group, LLC $505 596 2 885 0,40% Actions
Empowered Funds, LLC $504 950 45 491 0,40% Actions
STATE OF WISCONSIN INVESTMENT BOARD $488 333 43 994 0,39% Actions
MANGROVE PARTNERS IM, LLC $478 443 43 103 0,38% Actions
STRS OHIO $478 410 43 100 0,38% Actions
MILLENNIUM MANAGEMENT LLC $455 788 41 062 0,36% Actions
CANADA PENSION PLAN INVESTMENT BOARD $405 150 36 500 0,32% Actions
Geller Advisors LLC $403 800 30 000 0,32% Actions
ALLIANCEBERNSTEIN L.P. $400 950 35 640 0,32% Actions
RHUMBLINE ADVISERS $344 282 31 017 0,27% Actions
Militia Capital Management LLC $340 304 30 658 0,27% Actions
REGIONS FINANCIAL CORP $326 828 29 444 0,26% Actions
FIFTH THIRD BANCORP $321 179 28 935 0,25% Actions
EntryPoint Capital, LLC $315 728 28 444 0,25% Actions
MARTINGALE ASSET MANAGEMENT L P $297 836 26 832 0,24% Actions
Cox Capital Mgt LLC $281 074 25 322 0,22% Actions
DEUTSCHE BANK AG\ $272 938 24 589 0,22% Actions
AlphaQuest LLC $263 500 20 863 0,21% Actions
Welch Group, LLC $258 497 23 288 0,21% Actions
WELLS FARGO & COMPANY/MN $234 232 21 102 0,19% Actions
Sowell Financial Services LLC $216 017 19 461 0,17% Actions
Graham Capital Management, L.P. $201 809 18 181 0,16% Actions
Balyasny Asset Management L.P. $192 607 17 352 0,15% Actions
MetLife Investment Management, LLC $185 315 16 695 0,15% Actions
Palumbo Wealth Management LLC $184 787 16 647 0,15% Actions
Squarepoint Ops LLC $173 005 15 586 0,14% Actions
VANGUARD GROUP INC $159 795 12 652 0,13% Actions
OSAIC HOLDINGS, INC. $152 402 13 730 0,12% Actions
AXA Investment Managers S.A. $147 352 12 937 0,12% Actions
Atom Investors LP $144 422 13 011 0,11% Actions
Metis Global Partners, LLC $136 119 12 263 0,11% Actions
BlackRock, Inc. $130 414 11 749 0,10% Actions
Vident Advisory, LLC $130 358 11 744 0,10% Actions
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $128 816 11 605 0,10% Actions
D. E. Shaw & Co., Inc. $126 784 11 422 0,10% Actions
Marble Wealth, LLC $123 049 11 085 0,10% Actions
Quadrature Capital Ltd $122 944 11 076 0,10% Actions
Kingsview Wealth Management, LLC $120 881 10 745 0,10% Actions
Daytona Street Capital LLC $111 450 10 000 0,09% Actions
Invesco Ltd. $111 122 10 011 0,09% Actions
Rockefeller Capital Management L.P. $111 000 10 000 0,09% Actions
Vanguard Global Advisers, LLC $104 951 9 455 0,08% Actions
FMR LLC $93 895 8 459 0,07% Actions
Farther Finance Advisors, LLC $87 721 7 903 0,07% Actions
NEW YORK STATE COMMON RETIREMENT FUND $80 675 7 268 0,06% Actions
Police & Firemen's Retirement System of New Jersey $72 594 6 540 0,06% Actions
Nuveen Asset Management, LLC $50 085 3 721 0,04% Actions
BNP PARIBAS FINANCIAL MARKETS $45 832 4 129 0,04% Actions
MORGAN STANLEY $44 400 4 000 0,04% Actions
NORTHERN TRUST CORP $43 412 3 911 0,03% Actions
Nuveen, LLC $41 303 3 721 0,03% Actions
Tower Research Capital LLC (TRC) $34 177 3 079 0,03% Actions
Ameritas Investment Partners, Inc. $28 061 2 528 0,02% Actions
Ancora Advisors LLC $26 862 2 420 0,02% Actions
BARCLAYS PLC $25 542 2 301 0,02% Actions
Legal & General Group Plc $25 197 2 270 0,02% Actions

Initiés de la société 42 initiés · 21 dirigeants · 15 administrateurs

Dirigeant Rôle Dernière activité Actions détenues Achats 12m Ventes 12m Net 12m
Brad Martz President & CEO 27 mai 2025 M 365 943 0 0 $0
John Forney President & CEO 26 mai 2020 A 124 491 0 0 $0
Svetlana Castle Chief Financial Officer 7 mai 2025 A 5 201 0 0 $0
Nicholas W Griffin Chief Financial Officer 25 mars 2009 A 58 310 0 0 $0
Christopher Griffith Chief Operating Officer 5 juin 2025 M 121 431 0 0 $0
Paul F Difrancesco Chief Operating Officer 18 août 2020 A 20 533 0 0 $0
Troy J Crawford Chief Underwriting Officer 15 juillet 2026 F 12 107 0 0 $0
Brooke Adler General Counsel 27 mai 2025 M 103 265 0 0 $0
James Andy Gray Chief Compliance/Risk Officer 14 mai 2025 M 195 594 0 0 $0
Brooke Shirazi Chief Underwriting Officer 27 mai 2022 A 112 000 0 0 $0
Alycia Weigley Chief Talent Officer 27 mai 2022 A 9 002 0 0 $0
Scott St John Chief Claims Officer 27 mai 2022 A 25 140 0 0 $0
Christian Dittman Chief Risk Officer 24 mai 2021 A 20 238 0 0 $0
Brad Kalter Chief Legal Officer 30 novembre 2020 A 661 0 0 $0
Deepak Menon Chief Revenue Officer 18 septembre 2020 M 102 787 0 0 $0
Kimberly Salmon General Counsel 7 septembre 2017 P 29 622 0 0 $0
Andrew Swenson Chief Information Officer 12 mai 2017 P 31 017 0 0 $0
John Langowski Vice President, Claims 18 mars 2016 F 14 659 0 0 $0
Judy Copechal Chief Underwriting Officer 6 mai 2015 P 3 327 0 0 $0
Jay Williams Vice President of Sales 24 février 2015 A 17 615 0 0 $0
Melvin A Russell Jr Chief Underwriting Officer 11 décembre 2012 P 49 018 0 0 $0
Patrick Maroney Administrateur 26 mai 2026 A 103 500 0 0 $0
Daniel Peed Administrateur 26 mai 2026 A 1 986 936 0 0 $0
Iii William H. Hood Administrateur 26 mai 2026 A 65 429 0 0 $0
Kern Michael Davis Administrateur 26 mai 2026 A 304 564 0 0 $0
Deirdre A Brown Administrateur 26 mai 2026 A 6 500 0 0 $0
Gregory C Branch Administrateur 26 mai 2026 A 1 729 197 0 0 $0
Kent G Whittemore Administrateur 26 mai 2026 A 374 267 0 0 $0
Michael Hogan Administrateur 26 mai 2026 A 366 754 0 0 $0
Alec Poitevint II Administrateur 26 mai 2026 A 195 000 0 0 $0
Sherrill W Hudson Administrateur 19 mai 2025 A 203 403 0 0 $0
Gordon G Pratt Administrateur 6 octobre 2008 P 932 231 0 0 $0
David E Sturgess Administrateur 30 septembre 2008 D 17 839 0 0 $0
Thomas D Sargent Administrateur 30 septembre 2008 D 17 839 0 0 $0
James Zuhlke Administrateur 30 septembre 2008 D 17 839 0 0 $0
Stilwell Value LLC Détenteur de 10% 22 octobre 2012 S 49 318 0 0 $0
Stilwell Joseph Détenteur de 10% 22 octobre 2012 S 49 318 0 0 $0
Neil W Savage Détenteur de 10% 28 septembre 2011 P 17 573 0 0 $0
SYNOVUS FINANCIAL CORP Détenteur de 10% 28 septembre 2011 S 220 047 0 0 $0
FMG INVESTORS LLC Détenteur de 10% 30 septembre 2008 D 932 231 0 0 $0
Donald J Cronin — 25 mars 2009 A 91 351 0 0 $0
Larry G Swets JR — 22 octobre 2008 P 932 231 0 0 $0

Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché

Activistes et détenteurs de 5%+ 11 participations

Investisseurs ayant déposé un Schedule 13D auprès de la SEC — détention effective supérieure à 5% avec l'intention d'influencer l'émetteur (participations activistes, campagnes pour le conseil d'administration, fusions-acquisitions). Chaque ligne montre le dernier état connu de la position du déposant.

Déclarant Déposé Participation Statut Objectif Dépôt
Peed Daniel, Peed FLP1, Ltd, L.L.P. ×2 dépôts 11 août 2025 34,50% Amendement — SEC
R. Daniel Peed, Peed FLP1 Ltd, L.L.P. ×3 dépôts 20 mars 2019 — Dépôt initial — SEC
Stilwell Value Partners I, L.P., Stilwell Value Partners VI, L.P., Stilwell Associates, L.P., Stilwell Associates Insurance Fund of the S.A.L.I. Multi-Series Fund L.P., Stilwell Value LLC, Stilwell Advisers LLC, Joseph Stilwell ×2 dépôts 17 décembre 2012 — Dépôt initial Campagne de conseil d'administration SEC
Personne déclarante non divulguée, Personne déclarante non divulguée, Personne déclarante non divulguée 20 septembre 2012 — Dépôt initial — SEC
Stilwell Value Partners VI, L.P., Stilwell Associates, L.P., Stilwell Associates Insurance Fund of the S.A.L.I. Multi-Series Fund L.P., Stilwell Value LLC, Stilwell Advisers LLC, Joseph Stilwell ×2 dépôts 29 mai 2012 — Dépôt initial Campagne de conseil d'administration SEC
Neil W. Savage, Kern M. Davis, William W. Hood, III ×4 dépôts 15 mars 2012 — Dépôt initial — SEC
Personne déclarante non divulguée, Personne déclarante non divulguée, Personne déclarante non divulguée 28 octobre 2011 — Dépôt initial — SEC
Synovus Financial Corp. ×5 dépôts 30 septembre 2011 — Dépôt initial — SEC
Homeowners Choice, Inc. ×2 dépôts 9 décembre 2010 — Dépôt initial — SEC
Bulldog Investors, Phillip Goldstein and Andrew Dakos ×3 dépôts 12 novembre 2008 — Dépôt initial — SEC
Gregory C. Branch 15 octobre 2008 — Dépôt initial — 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.

Détention d'ETF Détenu par 33 ETFs

Le poids reflète uniquement les participations directes en actions (N-PORT) ; les fonds à effet de levier ou basés sur des dérivés peuvent détenir une exposition supplémentaire aux swaps non indiquée.

Fonds Poids Unités Au Source
SVAL · iShares Trust 0,33% 66 190 SH 8 août 2026 Quotidien
IWC · iShares Trust 0,06% 85 787 SH 8 août 2026 Quotidien
VFQY · VANGUARD WELLINGTON FUND 0,05% 19 491 SH 8 août 2026 Quotidien
GSSC · Goldman Sachs ETF Trust 0,04% 33 833 NS 31 mai 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,03% 681 552 NS 31 mai 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0,02% 5 598 SH 8 août 2026 Quotidien
VTWV · VANGUARD SCOTTSDALE FUNDS 0,02% 21 955 SH 8 août 2026 Quotidien
IWN · iShares Trust 0,02% 274 281 SH 8 août 2026 Quotidien
AVSC · AMERICAN CENTURY ETF TRUST 0,01% 38 737 NS 31 mai 2026 N-PORT
DFAS · Dimensional ETF Trust 0,01% 158 187 NS 30 avril 2026 N-PORT
IWM · iShares Trust 0,01% 826 120 SH 8 août 2026 Quotidien
VTWO · VANGUARD SCOTTSDALE FUNDS 0,01% 145 239 SH 8 août 2026 Quotidien
RSSL · Global X Funds 0,01% 10 604 NS 30 avril 2026 N-PORT
ITWO · ProShares Trust 0,01% 1 151 NS 31 mai 2026 N-PORT
EBI · RBB Fund Trust 0,00% 2 949 NS 31 mai 2026 N-PORT
DFAT · Dimensional ETF Trust 0,00% 50 529 NS 30 avril 2026 N-PORT
DXUV · Dimensional ETF Trust 0,00% 1 293 NS 30 avril 2026 N-PORT
UWM · ProShares Trust 0,00% 900 NS 31 mai 2026 N-PORT
URTY · ProShares Trust 0,00% 906 NS 31 mai 2026 N-PORT
DFSU · Dimensional ETF Trust 0,00% 4 450 NS 30 avril 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 6 441 NS 30 avril 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 13 739 NS 30 avril 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,00% 888 NS 31 mai 2026 N-PORT
HDG · ProShares Trust 0,00% 23 NS 31 mai 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 37 406 NS 30 avril 2026 N-PORT
IWV · iShares Trust 0,00% 12 083 SH 8 août 2026 Quotidien
AVUS · AMERICAN CENTURY ETF TRUST 0,00% 7 639 NS 31 mai 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 4 888 NS 30 avril 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,00% 284 795 SH 8 août 2026 Quotidien
VTI · VANGUARD INDEX FUNDS 0,00% 688 548 SH 8 août 2026 Quotidien
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 2 292 SH 8 août 2026 Quotidien
DFUV · Dimensional ETF Trust 0,00% 44 NS 30 avril 2026 N-PORT
VFH · VANGUARD WORLD FUND 0,00% 39 296 SH 8 août 2026 Quotidien