MCY Mercury General Corporation Common Stock

NYSE · Insurance · Voir sur SEC EDGAR ↗
$106,85
Prix · Aoû 19, 2026
Données fondamentales au Aoû 4, 2026
Fourchette 52 semaines
$73–$113
84% of range
Note des analystes
STRONG BUY
6 analysts
Objectif de cours
$120
+12% upside
P/E (TTM)
10.9
ROE
24.8%
Marge nette
9.0%

À propos de Mercury General Corporation Common Stock Présentation de l'entreprise depuis Wikipedia

Mercury General Corporation is a multiple-line insurance organization that offers personal automobiles, homeowners, renters, and business insurance. Mercury's primary focus is automobiles and homeowners' insurance.

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Mercury General Corporation is a multiple-line insurance organization that offers personal automobiles, homeowners, renters, and business insurance. Mercury's primary focus is automobiles and homeowners' insurance.

Founded in 1961 and located in Los Angeles, Mercury has assets of over $4 billion, employs 4,500 people and more than 8,000 independent agents in Arizona, California, Florida, Georgia, Illinois, Nevada, New Jersey, New York, Oklahoma, Texas, and Virginia.

History

Mercury was founded by George Joseph, who flew 50 World War II missions as a navigator before graduating from Harvard on the G.I. Bill in 1949. Joseph then spent more than a decade in the insurance industry before founding Mercury Insurance in 1961 as a low-cost alternative to larger insurance companies.

Mercury's California expansion began in 1964 with the opening of its first Orange County office. Two years later, the company spread into the San Fernando Valley and also began operations in San Diego. Mercury offices opened in Northern California by 1968. Mercury wrote $1 million in premiums every month by 1970 and sold its first homeowners policy in 1972. The newly created Mercury Insurance Company wrote its first auto policy in 1977.

In 1989, Mercury began expansion outside of California, opening offices in Georgia and Illinois. The company insured more than 1 million vehicles in California by 1998. This led to further expansion to Florida in 1998, New York in 2001, and Virginia in 2001.

Awards

Forbes listed Mercury Insurance on its "100 Most Trustworthy Companies" in 2012 "America’s 50 Most Trusted Financial Companies" in 2014, 2015 and 2016. It has been rated "Excellent" by insurance industry rating agencies AM Best and Fitch. Mercury Insurance was named one of "America’s Best Midsize Employers" by Forbes in 2017.

Products

Mercury provides personal auto insurance from collision, uninsured or underinsured motorist, and roadside assistance. The homeowners insurance includes the structure and belongings coverage. It may provide additional living expenses if policyholders are forced to vacate their homes due to a covered loss or peril. Its umbrella insurance is additional liability protection for personal auto and/or homeowners in the event losses exceed the underlying policy's liability limits.

The dwelling fire insurance is a policy for landlords to protect rental properties. Its extended warranty coverage, also known as mechanical protection, is Mercury's mechanical protection, which pays for covered vehicle repairs after the vehicle manufacturer's warranty expires.

Driver safety program

Mercury Insurance created the Drive Safe Challenge in 2016, promoting teen driver safety. It began as a collaboration between Mercury Insurance, the Anaheim Ducks and the California Highway Patrol in Anaheim, and has since expanded to Florida through a partnership with the Tampa Bay Lightning and Tampa Police Department. Mercury has also developed a free online extension that includes interactive tools and quizzes.

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

Wikidata ↗

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

Prix
$106.85
Capitalisation Boursière
$5.92B
P/E (TTM)
10.9
BPA (TTM)
$9.77
Revenus (TTM)
$5.99B
Rendement div.
1.2%
ROE
24.8%
Dette/Capitaux propres
—
Fourchette 52 semaines
$73 – $113

MCY 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 $5.99B
10-point trend, +85.7%
2016-12-31 → 2025-12-31
BPA $9.77
10-point trend, +640.2%
2016-12-31 → 2025-12-31
Flux de trésorerie libre $1.03B
10-point trend, +280.3%
2016-12-31 → 2025-12-31
Marges 9.0%

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

Métrique
Tendance sur 5 ans
MCY
Médiane des pairs
P/E (TTM)
5-point trend, -18.7%
10.9
10.9
P/S (TTM)
5-point trend, +18.2%
1.0
1.3
P/B
5-point trend, +57.0%
2.4
2.0
Price / FCF (Cours / FCF)
5-point trend, -20.7%
5.8
—

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

Métrique
Tendance sur 5 ans
MCY
Médiane des pairs
Net Profit Margin (Marge nette)
5-point trend, +45.4%
9.0%
11.8%
ROA
5-point trend, +59.9%
6.1%
6.3%
ROE
5-point trend, +114.3%
24.8%
20.7%

Santé financière Dette, liquidité, solvabilité — solidité du bilan

Métrique
Tendance sur 5 ans
MCY
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
MCY
Médiane des pairs
Revenue YoY (Chiffre d'affaires YoY)
5-point trend, +50.1%
9.4%
—
Revenue CAGR 3Y (CAGR du chiffre d'affaires 3 ans)
5-point trend, +50.1%
18.0%
—
Revenue CAGR 5Y (CAGR du chiffre d'affaires 5 ans)
5-point trend, +50.1%
9.6%
—
EPS YoY (BPA Année/Année)
5-point trend, +118.1%
15.6%
—
Net Income YoY (Bénéfice net YoY)
5-point trend, +118.2%
15.6%
—

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

Métrique
Tendance sur 5 ans
MCY
Médiane des pairs
EPS (Diluted) (BPA (Dilué))
5-point trend, +118.1%
$9.77
—

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

Métrique
Tendance sur 5 ans
MCY
Médiane des pairs
Payout Ratio (Ratio de distribution)
5-point trend, -77.0%
13.0%
—

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

Rendement du Dividende
1.2%
Ratio de distribution
13.0%
CAGR des dividendes sur 5 ans
—
Date ex-dividendeMontant
11 juin 2026$0,3180
12 mars 2026$0,3180
10 décembre 2025$0,3180
11 septembre 2025$0,3180
12 juin 2025$0,3180
13 mars 2025$0,3180
12 décembre 2024$0,3180
12 septembre 2024$0,3180
13 juin 2024$0,3180
12 mars 2024$0,3180
13 décembre 2023$0,3180
13 septembre 2023$0,3180
14 juin 2023$0,3180
14 mars 2023$0,3180
14 décembre 2022$0,3180
14 septembre 2022$0,3180
15 juin 2022$0,6350
15 mars 2022$0,6350
15 décembre 2021$0,6350
15 septembre 2021$0,6330

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

ACHAT 6 analystes
  • Achat fort 2 33,3%
  • Achat 2 33,3%
  • Conserver 2 33,3%
  • Vente 0 0,0%
  • Vente forte 0 0,0%

Objectif de cours à 12 mois

1 analystes · 2026-08-17
Objectif médian $120.00 +12,3%
Objectif moyen $120.00 +12,3%

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

Surprise Moyenne
1.2%
Période EPS Actual BPA est. Surprise
30 juin 2026 $3.52 $2.55 0.97%
31 mars 2026 $3.50 $2.17 1.3%
31 décembre 2025 $3.66 $2.59 1.1%
30 septembre 2025 $3.86 $2.17 1.7%
30 juin 2025 $2.67 $1.67 1.0%
31 mars 2025 $-2.29 $-3.28 0.99%

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
MCY $5.21B 9.6 9.4% 9.0% 24.8% —
ORI — 12.3 11.0% 10.2% 16.2% —
KNSL $9.05B 18.1 18.0% 26.9% 27.4% —
THG — 10.1 5.7% 10.1% 20.7% —
FAF $6.27B 10.2 21.6% 8.3% 11.9% —
RLI $5.88B 14.6 6.3% 21.4% 23.0% —
SIGI $5.03B 11.2 9.8% 8.7% 13.9% —
WTM $5.15B 4.8 66.8% 29.6% 22.3% —
NP — -112.2 33.7% 23.4% -9.9% —
LMND $5.40B -31.8 40.2% -22.4% -31.2% —
PLMR $3.57B 18.8 58.2% 22.5% 22.0% —

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

Compte de résultat 12
Données annuelles Compte de résultat pour MCY
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +99.0% $5.99B $5.48B $4.63B $3.64B $3.99B $3.78B $3.97B $3.38B $3.42B $3.23B $3.01B $3.01B
Cost of Revenue 9-point trend, +49.0% $15M $13M $11M $11M $13M $12M $10M $10M $10M · · ·
Interest Expense 10-point trend, +829.6% · · $24M $17M $17M $17M $17M $17M $15M $4M $3M $3M
Interest Income 12-point trend, +161.4% $329M $280M $235M $168M $130M $135M $141M $136M $125M $122M $126M $126M
Pretax Income 12-point trend, +168.2% $664M $575M $99M $-671M $299M $459M $378M $-31M $167M $71M $71M $247M
Income Tax 12-point trend, +76.4% $123M $107M $3M $-158M $51M $84M $58M $-25M $22M $-2M $-4M $69M
Net Income 12-point trend, +204.1% $541M $468M $96M $-513M $248M $375M $320M $-6M $145M $73M $74M $178M
EPS (Basic) 12-point trend, +202.5% $9.77 $8.45 $1.74 $-9.26 $4.48 $6.77 $5.78 $-0.10 $2.62 $1.32 $1.35 $3.23
EPS (Diluted) 12-point trend, +202.5% $9.77 $8.45 $1.74 $-9.26 $4.48 $6.77 $5.78 $-0.10 $2.62 $1.32 $1.35 $3.23
Shares (Basic) 12-point trend, +0.7% 55,389,000 55,373,000 55,371,000 55,371,000 55,368,000 55,358,000 55,351,000 55,335,000 55,316,000 55,249,000 55,157,000 55,008,000
Shares (Diluted) 12-point trend, +0.7% 55,389,000 55,377,000 55,371,000 55,371,000 55,374,000 55,358,000 55,360,000 55,335,000 55,327,000 55,302,000 55,209,000 55,020,000
EBITDA 12-point trend, +167.3% $75M $73M $72M $82M $79M $68M $65M $59M $55M $26M $26M $28M
Bilan 17
Données annuelles Bilan pour MCY
Métrique Tendance 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +353.8% $1.32B $720M $551M $290M $336M $348M $294M $314M $291M $220M $264M $290M
Short-term Investments 7-point trend, +0.8% · · · · · $376M $494M $253M $303M $376M $185M $373M
PP&E (Net) 12-point trend, -7.6% $147M $138M $151M $171M $191M $179M $169M $153M $145M $156M $157M $159M
PP&E (Gross) 12-point trend, +13.0% $493M $460M $454M $489M $500M $465M $481M $512M $486M $475M $456M $436M
Accum. Depreciation 12-point trend, +24.7% $346M $321M $303M $318M $309M $286M $312M $359M $341M $319M $299M $277M
Goodwill Flat — no change across 12 periods $43M $43M $43M $43M $43M $43M $43M $43M $43M $43M $43M $43M
Intangibles 12-point trend, -80.8% $7M $8M $8M $9M $10M $11M $11M $16M $21M $26M $32M $36M
Total Assets 12-point trend, +107.8% $9.56B $8.31B $7.10B $6.51B $6.77B $6.33B $5.89B $5.43B $5.10B $4.79B $4.63B $4.60B
Deferred Tax 7-point trend, +0.00 · · · $0 $54M $41M $28M $0 $23M $0 · ·
Total Liabilities 12-point trend, +162.2% $7.14B $6.36B $5.56B $4.99B $4.63B $4.30B $4.09B $3.82B $3.34B $3.04B $2.81B $2.72B
Long-term Debt 9-point trend, +53.2% $575M $575M $575M $400M $375M $375M $375M $375M $375M · · ·
Common Stock 12-point trend, +12.4% $100M $100M $99M $99M $99M $99M $99M $98M $98M $96M $91M $89M
Paid-in Capital 2-point trend, +133.2% · · · · · · · · · · $9M $4M
Retained Earnings 12-point trend, +30.0% $2.32B $1.85B $1.45B $1.42B $2.04B $1.93B $1.70B $1.52B $1.66B $1.66B $1.72B $1.78B
Stockholders' Equity 12-point trend, +28.9% $2.42B $1.95B $1.55B $1.52B $2.14B $2.03B $1.80B $1.62B $1.76B $1.75B $1.82B $1.88B
Liabilities + Equity 12-point trend, +107.8% $9.56B $8.31B $7.10B $6.51B $6.77B $6.33B $5.89B $5.43B $5.10B $4.79B $4.63B $4.60B
Shares Outstanding 12-point trend, +0.5% 55,389,000 55,389,000 55,371,000 55,371,000 55,371,000 55,358,000 55,358,000 55,340,000 55,332,000 55,289,000 55,164,000 55,121,000
Flux de trésorerie 14
Données annuelles Flux de trésorerie pour MCY
Métrique Tendance 202520242023202220212020201920182017201620152014
D&A 12-point trend, +167.3% $75M $73M $72M $82M $79M $68M $65M $59M $55M $53M $48M $28M
Stock-based Comp 8-point trend, -96.6% · · · · $141.0K $142.0K $123.0K $145.0K $60.0K $142.0K $142.0K $4M
Deferred Tax 12-point trend, -26.1% $15M $-13M $10M $-96M $12M $13M $41M $-41M $10M $-22M $-27M $21M
Amort. of Intangibles 12-point trend, -85.0% $900.0K $900.0K $900.0K $1M $1M $1M $5M $6M $5M $6M $6M $6M
Other Non-cash 12-point trend, +2779.2% $456M $509M $275M $879M $162M $149M $93M $371M $131M $210M $111M $16M
Operating Cash Flow 12-point trend, +341.0% $1.09B $1.04B $453M $353M $502M $606M $520M $383M $341M $292M $190M $247M
CapEx 12-point trend, +124.4% $58M $46M $37M $36M $41M $40M $40M $28M $19M $17M $20M $26M
Investing Cash Flow 12-point trend, -116.5% $-420M $-797M $-295M $-316M $-374M $-411M $-401M $-222M $-186M $-227M $-82M $-194M
Dividends Paid 12-point trend, -48.1% $70M $70M $70M $105M $140M $140M $139M $138M $138M $137M $136M $135M
Financing Cash Flow 12-point trend, -146.4% $-72M $-71M $104M $-82M $-141M $-140M $-138M $-138M $-85M $-109M $-134M $-29M
Net Change in Cash 6-point trend, -185.0% · · · · · · $-20M $23M $71M $-44M $-26M $23M
Taxes Paid 10-point trend, +53280.3% $97M $95M $-58M $-27M $69M $53M $-15M $-11M $25M $-183.0K · ·
Free Cash Flow 12-point trend, +366.6% $1.03B $991M $416M $317M $460M $566M $480M $355M $322M $270M $170M $220M
Levered FCF 10-point trend, +79.7% · · $393M $304M $446M $552M $465M $352M $309M $266M $167M $219M
Rentabilité 5
Données annuelles Rentabilité pour MCY
Métrique Tendance 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +52.8% 9.0% 8.6% 2.1% -14.1% 6.2% 9.9% 8.1% -0.17% 4.2% 2.3% 2.5% 5.9%
Pretax Margin 12-point trend, +34.7% 11.1% 10.5% 2.1% -18.4% 7.5% 12.1% 9.5% -0.91% 4.9% 2.2% 2.3% 8.2%
EBITDA Margin 12-point trend, +34.4% 1.2% 1.3% 1.6% 2.3% 2.0% 1.8% 1.6% 1.7% 1.6% 0.82% 0.88% 0.93%
ROA 12-point trend, +51.9% 6.1% 6.1% 1.4% -7.7% 3.8% 6.1% 5.7% -0.11% 2.9% 1.6% 1.6% 4.0%
ROE 12-point trend, +157.8% 24.8% 24.6% 6.6% -33.4% 11.6% 19.1% 17.8% -0.34% 8.2% 4.1% 4.0% 9.6%
Efficacité 1
Données annuelles Efficacité pour MCY
Métrique Tendance 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -0.7% 0.7 0.7 0.7 0.5 0.6 0.6 0.7 0.6 0.7 0.7 0.7 0.7
Par action 7
Données annuelles Par action pour MCY
Métrique Tendance 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +28.3% $43.64 $35.14 $27.96 $27.49 $38.65 $36.72 $32.51 $29.23 $31.83 $31.70 $33.01 $34.02
Revenue / Share 12-point trend, +97.6% $108.19 $98.88 $83.61 $65.79 $72.12 $68.36 $71.76 $61.08 $61.74 $58.36 $54.51 $54.74
Cash Flow / Share 12-point trend, +338.1% $19.63 $18.73 $8.18 $6.37 $9.06 $10.94 $9.39 $6.93 $6.17 $5.20 $3.45 $4.48
Cash / Share 12-point trend, +351.6% $23.75 $13.00 $9.95 $5.23 $6.06 $6.29 $5.32 $5.68 $5.27 $3.98 $4.79 $5.26
Dividend / Share 4-point trend, -33.3% $1 $1 $1 $2 · · · · · · · ·
Dividend Paid / Share 10-point trend, -48.4% · · $1 $2 $3 $3 $3 $3 $2 $2 $2 $2
EPS (TTM) 12-point trend, +202.5% $9.77 $8.45 $1.74 $-9.26 $4.48 $6.77 $5.78 $-0.10 $2.62 $1.32 $1.35 $3.23
Taux de croissance 10
Données annuelles Taux de croissance pour MCY
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +71.0% 9.4% 18.3% 27.1% -8.8% 5.5% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +159.6% 18.0% 11.1% 7.0% · · · · · · · · ·
Revenue CAGR 5Y 9.6% · · · · · · · · · · ·
EPS YoY 3-point trend, +146.2% 15.6% 385.6% · · -33.8% · · · · · · ·
EPS CAGR 3Y 2-point trend, +164.7% · 23.5% -36.4% · · · · · · · · ·
EPS CAGR 5Y 7.6% · · · · · · · · · · ·
Net Income YoY 3-point trend, +146.2% 15.6% 385.8% · · -33.8% · · · · · · ·
Net Income CAGR 3Y 2-point trend, +164.8% · 23.6% -36.4% · · · · · · · · ·
Net Income CAGR 5Y 7.6% · · · · · · · · · · ·
Dividend CAGR 5Y -12.8% · · · · · · · · · · ·
Valorisation (TTM) 13
Données annuelles Valorisation (TTM) pour MCY
Métrique Tendance 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +99.0% $5.99B $5.48B $4.63B $3.64B $3.99B $3.78B $3.97B $3.38B $3.42B $3.23B $3.01B $3.01B
Net Income TTM 12-point trend, +204.1% $541M $468M $96M $-513M $248M $375M $320M $-6M $145M $73M $74M $178M
Market Cap 12-point trend, +66.8% $5.21B $3.68B $2.07B $1.89B $2.94B $2.89B $2.70B $2.86B $2.96B $3.33B $2.57B $3.12B
P/E 12-point trend, -45.1% 9.6 7.9 21.4 -3.7 11.8 7.7 8.4 -517.1 20.4 45.6 34.5 17.5
P/S 12-point trend, -16.2% 0.9 0.7 0.4 0.5 0.7 0.8 0.7 0.8 0.9 1.0 0.9 1.0
P/B 12-point trend, +29.4% 2.2 1.9 1.3 1.2 1.4 1.4 1.5 1.8 1.7 1.9 1.4 1.7
P / Tangible Book 6-point trend, +50.6% 2.2 1.9 1.4 1.3 1.4 1.5 · · · · · ·
P / Cash Flow 12-point trend, -62.2% 4.8 3.6 4.6 5.4 5.9 4.8 5.2 7.5 8.7 11.6 13.5 12.7
P / FCF 12-point trend, -64.3% 5.1 3.7 5.0 6.0 6.4 5.1 5.6 8.1 9.2 12.3 15.1 14.2
Dividend Yield 12-point trend, -68.9% 1.4% 1.9% 3.4% 5.6% 4.8% 4.8% 5.2% 4.8% 4.7% 4.1% 5.3% 4.3%
Earnings Yield 12-point trend, +82.3% 10.4% 12.7% 4.7% -27.1% 8.4% 13.0% 11.9% -0.19% 4.9% 2.2% 2.9% 5.7%
Payout Ratio 12-point trend, -82.9% 13.0% 15.0% 73.0% -20.6% 56.6% 37.3% 43.5% -2417.6% 95.2% 187.8% 183.1% 76.1%
Annual Payout 12-point trend, -48.1% $70M $70M $70M $105M $140M $140M $139M $138M $138M $137M $136M $135M

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

Compte de résultat
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenu $5.99B$5.48B$4.63B$3.64B$3.99B
Résultat net $541M$468M$96M$-513M$248M
BPA dilué $9.77$8.45$1.74$-9.26$4.48
Flux de trésorerie
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flux de trésorerie libre $1.03B$991M$416M$317M$460M

Dernières actualités Actualités récentes mentionnant cette entreprise

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Détenteurs institutionnels (13F) 367 déclarants · $1.9B 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
77 (+30 vs T. préc.) 28 (-18 vs T. préc.) 132 (+21 vs T. préc.) 80 (-6 vs T. préc.) +2.7M

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
DIMENSIONAL FUND ADVISORS LP $214 447 690 2 011 328 11,15% Actions
VANGUARD PORTFOLIO MANAGEMENT LLC $189 937 773 1 781 446 9,87% Actions
Rubric Capital Management LP $164 348 333 1 541 440 8,54% Actions
VANGUARD CAPITAL MANAGEMENT LLC $131 425 676 1 232 655 6,83% Actions
STATE STREET CORP $123 675 148 1 159 962 6,43% Actions
AMERICAN CENTURY COMPANIES INC $102 406 883 960 484 5,32% Actions
GEODE CAPITAL MANAGEMENT, LLC $91 856 922 861 398 4,78% Actions
RENAISSANCE TECHNOLOGIES LLC $83 342 935 781 682 4,33% Actions
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $61 400 006 575 877 3,19% Actions
DG Capital Management, LLC $51 461 529 482 663 2,68% Actions
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $37 558 174 352 262 1,95% Actions
DG Capital Management, LLC $35 600 418 333 900 1,85% Option d'achat
WESTWOOD HOLDINGS GROUP INC $24 999 297 234 471 1,30% Actions
TWO SIGMA INVESTMENTS, LP $22 446 282 210 526 1,17% Actions
ALGERT GLOBAL LLC $21 732 355 203 830 1,13% Actions
BNP PARIBAS FINANCIAL MARKETS $19 287 665 180 901 1,00% Actions
VANGUARD FIDUCIARY TRUST CO $19 059 178 178 758 0,99% Actions
JACOBS LEVY EQUITY MANAGEMENT, INC $17 696 681 165 979 0,92% Actions
PANAGORA ASSET MANAGEMENT INC $16 206 986 152 007 0,84% Actions
GOLDMAN SACHS GROUP INC $13 895 231 130 325 0,72% Actions
TWO SIGMA ADVISERS, LP $13 187 212 140 200 0,69% Actions
Baird Financial Group, Inc. $12 243 601 114 834 0,64% Actions
Connor, Clark & Lunn Investment Management Ltd. $11 666 360 109 420 0,61% Actions
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $11 610 705 108 898 0,60% Actions
Public Sector Pension Investment Board $11 514 427 107 995 0,60% Actions
VICTORY CAPITAL MANAGEMENT INC $10 262 602 96 254 0,53% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $10 160 886 95 300 0,53% Option d'achat
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $9 904 145 92 892 0,51% Actions
Phase 2 Partners, LLC $9 499 926 142 899 0,49% Actions
NORGES BANK $9 499 842 89 100 0,49% Actions
PEAK6 LLC $9 361 023 87 798 0,49% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $9 229 667 86 566 0,48% Actions
Candriam S.C.A. $9 058 774 85 045 0,47% Actions
FRANKLIN RESOURCES INC $8 754 995 82 114 0,46% Actions
DENALI ADVISORS LLC $8 693 262 81 535 0,45% Actions
Aptus Capital Advisors, LLC $8 550 391 80 195 0,44% Actions
Qube Research & Technologies Ltd $7 844 033 73 570 0,41% Actions
BlackRock, Inc. $7 675 574 71 990 0,40% Actions
FIRST TRUST ADVISORS LP $7 654 782 71 795 0,40% Actions
RHUMBLINE ADVISERS $6 819 392 63 960 0,35% Actions
Philadelphia Financial Management of San Francisco, LLC $6 738 384 63 200 0,35% Actions
Lighthouse Investment Partners, LLC $5 982 022 56 106 0,31% Actions
Park West Asset Management LLC $5 956 326 55 865 0,31% Actions
Swiss National Bank $5 928 072 55 600 0,31% Actions
CITIGROUP INC $5 916 984 55 496 0,31% Actions
BANK OF AMERICA CORP /DE/ $5 897 898 55 317 0,31% Actions
PRUDENTIAL FINANCIAL INC $5 849 920 54 867 0,30% Actions
RAYMOND JAMES FINANCIAL INC $5 783 401 54 243 0,30% Actions
RITHOLTZ WEALTH MANAGEMENT $5 691 022 53 377 0,30% Actions
MARTINGALE ASSET MANAGEMENT L P $5 506 817 51 649 0,29% Actions
IEQ CAPITAL, LLC $5 428 877 50 918 0,28% Actions
AMERIPRISE FINANCIAL INC $5 326 734 49 960 0,28% Actions
Trexquant Investment LP $5 171 923 48 508 0,27% Actions
Horizon Investments, LLC $5 014 019 47 027 0,26% Actions
GLOBEFLEX CAPITAL L P $4 900 682 45 964 0,25% Actions
Engineers Gate Manager LP $4 637 757 43 498 0,24% Actions
VOLORIDGE INVESTMENT MANAGEMENT, LLC $4 482 092 42 038 0,23% Actions
Legal & General Group Plc $4 348 604 40 786 0,23% Actions
NEW YORK STATE COMMON RETIREMENT FUND $4 027 037 37 770 0,21% Actions
ROYCE & ASSOCIATES LP $3 759 741 35 263 0,20% Actions
LEUTHOLD GROUP, LLC $3 653 974 34 271 0,19% Actions
Phocas Financial Corp. $3 579 660 33 574 0,19% Actions
ALLIANCEBERNSTEIN L.P. $3 560 819 40 395 0,19% Actions
Proficio Capital Partners LLC $3 390 623 31 801 0,18% Actions
HUSSMAN STRATEGIC ADVISORS, INC. $3 358 530 31 500 0,17% Actions
CITADEL ADVISORS LLC $3 262 572 30 600 0,17% Option d'achat
OCCUDO QUANTITATIVE STRATEGIES LP $3 237 516 30 365 0,17% Actions
ZACKS INVESTMENT MANAGEMENT $3 236 133 30 351 0,17% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $3 198 600 30 000 0,17% Option de vente
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2 984 142 33 853 0,16% Actions
BRIDGEWAY CAPITAL MANAGEMENT, LLC $2 953 374 27 700 0,15% Actions
STATE OF WISCONSIN INVESTMENT BOARD $2 874 582 26 961 0,15% Actions
DARK FOREST CAPITAL MANAGEMENT LP $2 851 339 26 743 0,15% Actions
Monument Capital Management $2 823 084 26 478 0,15% Actions
VANGUARD ASSET MANAGEMENT, Ltd $2 764 657 25 930 0,14% Actions
Integrated Quantitative Investments LLC $2 550 777 23 924 0,13% Actions
Mariner, LLC $2 523 936 23 672 0,13% Actions
Walleye Trading LLC $2 522 096 23 655 0,13% Actions
IMC-Chicago, LLC $2 267 488 21 267 0,12% Actions
VANGUARD GROUP INC $2 139 301 22 744 0,11% Actions
VOYA INVESTMENT MANAGEMENT LLC $2 001 791 18 775 0,10% Actions
LPL Financial LLC $1 930 320 18 105 0,10% Actions
Bank & Trust Co $1 916 381 21 740 0,10% Actions
Nuveen, LLC $1 753 473 16 446 0,09% Actions
Assenagon Asset Management S.A. $1 738 013 16 301 0,09% Actions
Y-Intercept (Hong Kong) Ltd $1 737 373 16 295 0,09% Actions
TEACHER RETIREMENT SYSTEM OF TEXAS $1 723 939 16 169 0,09% Actions
Convergence Investment Partners, LLC $1 716 369 16 098 0,09% Actions
Schonfeld Strategic Advisors LLC $1 694 830 15 896 0,09% Actions
MetLife Investment Management, LLC $1 693 552 15 884 0,09% Actions
OMERS ADMINISTRATION Corp $1 673 934 15 700 0,09% Actions
CWM, LLC $1 658 110 18 810 0,09% Actions
MANUFACTURERS LIFE INSURANCE COMPANY, THE $1 633 632 15 322 0,08% Actions
INTECH INVESTMENT MANAGEMENT LLC $1 625 315 15 244 0,08% Actions
Quantinno Capital Management LP $1 606 596 15 068 0,08% Actions
WOLVERINE TRADING, LLC $1 597 690 19 240 0,08% Actions
SEB Asset Management AB $1 543 535 14 477 0,08% Actions
MORGAN STANLEY $1 530 265 14 352 0,08% Actions
Sanctuary Advisors, LLC $1 523 161 14 286 0,08% Actions
State of Tennessee, Department of Treasury $1 521 148 14 267 0,08% Actions

Initiés de la société 40 initiés · 32 dirigeants · 9 administrateurs

Dirigeant Rôle Dernière activité Actions détenues Achats 12m Ventes 12m Net 12m
Mark Allan Ribisi President and Chief Executive Officer of AIS Management LLC 21 février 2026 A 625 0 0 $0
Gabriel Tirador President & CEO 21 février 2026 A 48 887 0 0 $0
Victor George Joseph President & COO 21 février 2026 A 15 025 0 0 $0
Barnaby Joel Nardella Chief Claims Officer 20 avril 2026 A — 0 0 $0
Charles Toney VP - Actuary 20 avril 2026 A 13 783 0 0 $0
Jenny Dickinson Chan VP/Chief HR Officer 21 février 2026 A — 0 0 $0
Nicholas Vincent Colby VP/Chief Sales Officer 21 février 2026 A 0 0 0 $0
Ximeng Simon Zhang VP and Chief Data & Analytics Officer 21 février 2026 A 1 500 0 0 $0
Wei Pang VP/Chief Technology Officer 21 février 2026 A 0 0 0 $0
Katelyn Marie Gibbs VP/Chief Experience Officer 21 février 2026 A 0 0 0 $0
Kelly Lynn Butler VP and Chief Underwriting Officer 21 février 2026 A 0 0 0 $0
Jeffrey Michael Schroeder VP/Chief Product Officer 21 février 2026 A 873 0 0 $0
Erik Dahl Thompson VP/Chief Marketing Officer 21 février 2026 A 0 0 0 $0
Randall R Petro VP/Chief Claims Officer 21 février 2026 M 0 0 0 $0
Christopher Graves VP and Chief Investment Officer 21 février 2026 A 5 400 0 0 $0
Heidi C. Sullivan VP/Chief Human Capital Officer 3 décembre 2024 S 0 0 0 $0
George Joseph Chairman of the Board 23 février 2023 J 0 0 0 $0
Judy A Walters Vice President/Corp Secty 20 octobre 2021 G 3 200 0 0 $0
Brandt Minnich VP/Marketing 11 mai 2020 P 2 632 0 0 $0
Allan Lubitz Senior VP-IT 30 juillet 2018 M 14 540 0 0 $0
Robert Houlihan Vice President - Product Mgmt 7 février 2018 A 9 032 0 0 $0
Kenneth G Kitzmiller VP - Underwriting 22 février 2016 F 9 645 0 0 $0
Douglas S Menges Senior VP/Chief Claims Officer 6 décembre 2013 P 11 000 0 0 $0
John Sutton Vice President 15 mai 2013 S 0 0 0 $0
Bruce E Norman Senior Vice President 12 mars 2009 P 21 158 0 0 $0
Ronald Deep Vice President 2 novembre 2007 A — 0 0 $0
Richard Mccathron Vice President 29 mai 2007 S 190 0 0 $0
Randy Farner Vice President 4 mai 2007 A — 0 0 $0
Peter Simon Vice President 15 février 2007 M 0 0 0 $0
Ken Vanwagner Vice President 28 octobre 2005 A — 0 0 $0
Joanna Y Moore Claims - Vice President 28 octobre 2005 A 530 0 0 $0
Maria Fitzpatrick VP/Chief Information Officer 29 octobre 2004 A 17 385 0 0 $0
George Gwyer Braunegg Administrateur 10 décembre 2025 P 3 053 1 0 $49 912
Joshua Eric Little Administrateur 28 août 2023 P 3 250 0 0 $0
Mike Curtius Administrateur 8 novembre 2018 G 17 544 0 0 $0
Donald Spuehler Administrateur 12 mai 2010 P 3 200 0 0 $0
Donald P Newell Administrateur 12 mars 2009 P 12 700 0 0 $0
Bruce Bunner Administrateur 5 septembre 2007 S 500 0 0 $0
Theodore R Stalick — 21 février 2026 A 4 343 0 0 $0
Abby Hosseini — 11 juin 2020 P 667 0 0 $0

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

Détention d'ETF Détenu par 103 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
ENZL · iShares Trust 4,15% 864 126 SH 8 août 2026 Quotidien
PFI · Invesco Exchange-Traded Fund Trust 1,98% 10 741 SH 8 août 2026 Quotidien
KBWP · Invesco Exchange-Traded Fund Trust … 1,53% 37 714 SH 8 août 2026 Quotidien
XSMO · Invesco Exchange-Traded Fund Trust 1,25% 356 038 SH 8 août 2026 Quotidien
OSCV · ETF Series Solutions 1,14% 79 798 NS 30 avril 2026 N-PORT
PBD · Invesco Exchange-Traded Fund Trust … 1,05% 498 733 SH 8 août 2026 Quotidien
RZG · Invesco Exchange-Traded Fund Trust 0,97% 12 268 SH 8 août 2026 Quotidien
VAMO · Cambria ETF Trust 0,93% 7 944 NS 30 avril 2026 N-PORT
XSVM · Invesco Exchange-Traded Fund Trust 0,86% 52 149 SH 8 août 2026 Quotidien
XSHQ · Invesco Exchange-Traded Fund Trust … 0,86% 25 197 SH 8 août 2026 Quotidien
XSLV · Invesco Exchange-Traded Fund Trust … 0,83% 18 823 SH 8 août 2026 Quotidien
ROSC · Lattice Strategies Trust 0,76% 4 282 NS 30 avril 2026 N-PORT
PSCF · Invesco Exchange-Traded Fund Trust … 0,63% 1 560 SH 8 août 2026 Quotidien
FNK · First Trust Exchange-Traded AlphaDE… 0,62% 13 831 NS 30 avril 2026 N-PORT
AFSM · First Trust Exchange-Traded Fund VI… 0,60% 6 025 NS 31 mai 2026 N-PORT
ESSC · Strategy Shares 0,50% 1 335 NS 30 avril 2026 N-PORT
SIXL · EXCHANGE TRADED CONCEPTS TRUST 0,46% 8 942 NS 31 mai 2026 N-PORT
IDLV · Invesco Exchange-Traded Fund Trust … 0,44% 377 295 SH 8 août 2026 Quotidien
SVAL · iShares Trust 0,42% 8 091 SH 8 août 2026 Quotidien
RWJ · Invesco Exchange-Traded Fund Trust … 0,41% 78 350 SH 8 août 2026 Quotidien
DWAS · Invesco Exchange-Traded Fund Trust … 0,41% 16 675 SH 8 août 2026 Quotidien
FSCC · Federated Hermes ETF Trust 0,39% 10 901 NS 31 mai 2026 N-PORT
IAK · iShares Trust 0,32% 16 634 SH 8 août 2026 Quotidien
IJT · iShares Trust 0,32% 246 881 SH 8 août 2026 Quotidien
OMFS · Invesco Exchange-Traded Self-Indexe… 0,31% 8 164 SH 8 août 2026 Quotidien
VIOG · VANGUARD ADMIRAL FUNDS 0,31% 31 645 SH 8 août 2026 Quotidien
FNX · First Trust Exchange-Traded AlphaDE… 0,30% 41 285 NS 30 avril 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,28% 782 268 NS 31 mai 2026 N-PORT
IPKW · Invesco Exchange-Traded Fund Trust … 0,26% 350 936 SH 8 août 2026 Quotidien
DFAT · Dimensional ETF Trust 0,25% 358 459 NS 30 avril 2026 N-PORT
EBIT · Harbor ETF Trust 0,23% 272 NS 30 avril 2026 N-PORT
AFMC · First Trust Exchange-Traded Fund VI… 0,23% 3 721 NS 31 mai 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0,19% 19 439 NS 31 mai 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0,19% 2 673 NS 30 avril 2026 N-PORT
XJR · iShares Trust 0,18% 3 143 SH 8 août 2026 Quotidien
QVMS · Invesco Exchange-Traded Fund Trust … 0,18% 4 104 SH 8 août 2026 Quotidien
IWN · iShares Trust 0,17% 236 588 SH 8 août 2026 Quotidien
VTWV · VANGUARD SCOTTSDALE FUNDS 0,17% 21 613 SH 8 août 2026 Quotidien
VFMF · VANGUARD WELLINGTON FUND 0,16% 10 755 SH 8 août 2026 Quotidien
IJR · iShares Trust 0,16% 1 623 047 SH 8 août 2026 Quotidien
VIOO · VANGUARD ADMIRAL FUNDS 0,15% 92 941 SH 8 août 2026 Quotidien
PRFZ · Invesco Exchange-Traded Fund Trust 0,13% 33 947 SH 8 août 2026 Quotidien
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,13% 9 555 NS 30 avril 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,13% 30 546 NS 30 avril 2026 N-PORT
DFAS · Dimensional ETF Trust 0,12% 173 891 NS 30 avril 2026 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0,12% 5 179 SH 8 août 2026 Quotidien
SAA · ProShares Trust 0,12% 318 NS 31 mai 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,11% 954 NS 30 avril 2026 N-PORT
IWM · iShares Trust 0,10% 717 256 SH 8 août 2026 Quotidien
SMLF · iShares Trust 0,09% 36 216 SH 8 août 2026 Quotidien