MCY Mercury General Corporation Common Stock

NYSE · Insurance · Lihat di SEC EDGAR ↗
$106,85
Harga · Agu 19, 2026
Fundamental per Agu 4, 2026
Rentang 52M
$73–$113
84% of range
Peringkat Analis
STRONG BUY
6 analysts
Target Harga
$120
+12% upside
P/E (TTM)
10.9
ROE
24.8%
Margin Laba Bersih
9.0%

Tentang Mercury General Corporation Common Stock Tinjauan perusahaan dari 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.

Baca selengkapnya

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.

Sumber: Wikipedia (English), CC BY-SA 4.0 · Lihat di Wikipedia ↗

Wikidata ↗

MCY Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu

Harga
$106.85
Kapitalisasi Pasar
$5.92B
P/E (TTM)
10.9
EPS (TTM)
$9.77
Pendapatan (TTM)
$5.99B
Imbal Hasil Dividen
1.2%
ROE
24.8%
D/E Utang/Ekuitas
—
Rentang 52M
$73 – $113

MCY Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda

Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS

Pendapatan & Laba Bersih $5.99B
10-point trend, +85.7%
2016-12-31 → 2025-12-31
EPS $9.77
10-point trend, +640.2%
2016-12-31 → 2025-12-31
Arus Kas Bebas $1.03B
10-point trend, +280.3%
2016-12-31 → 2025-12-31
Margin 9.0%

Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?

Metrik
Tren 5 Tahun
MCY
Median Rekan
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 (Harga / FCF)
5-point trend, -20.7%
5.8
—

Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC

Metrik
Tren 5 Tahun
MCY
Median Rekan
Net Profit Margin (Margin Laba Bersih)
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%

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
MCY
Median Rekan

Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T

Metrik
Tren 5 Tahun
MCY
Median Rekan
Revenue YoY (Pendapatan YoY)
5-point trend, +50.1%
9.4%
—
Revenue CAGR 3Y (CAGR Pendapatan 3T)
5-point trend, +50.1%
18.0%
—
Revenue CAGR 5Y (CAGR Pendapatan 5T)
5-point trend, +50.1%
9.6%
—
EPS YoY
5-point trend, +118.1%
15.6%
—
Net Income YoY (Laba Bersih YoY)
5-point trend, +118.2%
15.6%
—

Metrik Per Saham EPS, nilai buku per saham, arus kas per saham, dividen per saham

Metrik
Tren 5 Tahun
MCY
Median Rekan
EPS (Diluted)
5-point trend, +118.1%
$9.77
—

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
MCY
Median Rekan
Payout Ratio (Rasio Pembayaran Dividen)
5-point trend, -77.0%
13.0%
—

Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun

Imbal Hasil Dividen
1.2%
Rasio Pembayaran Dividen
13.0%
CAGR Dividen 5T
—
Tanggal ex-dividenJumlah
11 Juni 2026$0,3180
12 Maret 2026$0,3180
10 Des. 2025$0,3180
11 Sep. 2025$0,3180
12 Juni 2025$0,3180
13 Maret 2025$0,3180
12 Des. 2024$0,3180
12 Sep. 2024$0,3180
13 Juni 2024$0,3180
12 Maret 2024$0,3180
13 Des. 2023$0,3180
13 Sep. 2023$0,3180
14 Juni 2023$0,3180
14 Maret 2023$0,3180
14 Des. 2022$0,3180
14 Sep. 2022$0,3180
15 Juni 2022$0,6350
15 Maret 2022$0,6350
15 Des. 2021$0,6350
15 Sep. 2021$0,6330

MCY Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan

BELI 6 analis
  • Beli Kuat 2 33,3%
  • Beli 2 33,3%
  • Tahan 2 33,3%
  • Jual 0 0,0%
  • Jual Kuat 0 0,0%

Target Harga 12 Bulan

1 analis · 2026-08-17
Target median $120.00 +12,3%
Target rata-rata $120.00 +12,3%

Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya

Kejutan Rata-rata
1.2%
Periode EPS Aktual EPS Estimasi Kejutan
30 Juni 2026 $3.52 $2.55 0.97%
31 Maret 2026 $3.50 $2.17 1.3%
31 Des. 2025 $3.66 $2.59 1.1%
30 Sep. 2025 $3.86 $2.17 1.7%
30 Juni 2025 $2.67 $1.67 1.0%
31 Maret 2025 $-2.29 $-3.28 0.99%

Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
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% —

Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas

Laporan Laba Rugi 12
Data Laporan Laba Rugi Tahunan untuk MCY
Metrik Tren 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
Neraca 17
Data Neraca Tahunan untuk MCY
Metrik Tren 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
Arus Kas 14
Data Arus Kas Tahunan untuk MCY
Metrik Tren 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
Profitabilitas 5
Data Profitabilitas Tahunan untuk MCY
Metrik Tren 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%
Efisiensi 1
Data Efisiensi Tahunan untuk MCY
Metrik Tren 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
Per Saham 7
Data Per Saham Tahunan untuk MCY
Metrik Tren 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
Tingkat Pertumbuhan 10
Data Tingkat Pertumbuhan Tahunan untuk MCY
Metrik Tren 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% · · · · · · · · · · ·
Valuasi (TTM) 13
Data Valuasi (TTM) Tahunan untuk MCY
Metrik Tren 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

Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir

Laporan Laba Rugi
2025-12-312024-12-312023-12-312022-12-312021-12-31
Pendapatan $5.99B$5.48B$4.63B$3.64B$3.99B
Laba Bersih $541M$468M$96M$-513M$248M
EPS Dilusian $9.77$8.45$1.74$-9.26$4.48
Arus Kas
2025-12-312024-12-312023-12-312022-12-312021-12-31
Arus Kas Bebas $1.03B$991M$416M$317M$460M

Berita Terbaru Berita utama terbaru yang menyebutkan perusahaan ini

Metrik Saya Daftar pantauan pribadi Anda — baris yang dipilih dari Fundamental Lengkap

📊

Pilih metrik yang penting bagi Anda — klik ➕ di sebelah baris mana pun di Fundamental Lengkap di atas.

Pilihan Anda disimpan dan mengikuti Anda di semua ticker.

Pemilik institusional (13F) 367 pengaju · $1.9B total · Per tanggal 30 Juni 2026

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
77 (+30 vs Kuartal sebelumnya) 28 (-18 vs Kuartal sebelumnya) 132 (+21 vs Kuartal sebelumnya) 80 (-6 vs Kuartal sebelumnya) +2.7M

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
DIMENSIONAL FUND ADVISORS LP $214.447.690 2.011.328 11,15% Saham
VANGUARD PORTFOLIO MANAGEMENT LLC $189.937.773 1.781.446 9,87% Saham
Rubric Capital Management LP $164.348.333 1.541.440 8,54% Saham
VANGUARD CAPITAL MANAGEMENT LLC $131.425.676 1.232.655 6,83% Saham
STATE STREET CORP $123.675.148 1.159.962 6,43% Saham
AMERICAN CENTURY COMPANIES INC $102.406.883 960.484 5,32% Saham
GEODE CAPITAL MANAGEMENT, LLC $91.856.922 861.398 4,78% Saham
RENAISSANCE TECHNOLOGIES LLC $83.342.935 781.682 4,33% Saham
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $61.400.006 575.877 3,19% Saham
DG Capital Management, LLC $51.461.529 482.663 2,68% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $37.558.174 352.262 1,95% Saham
DG Capital Management, LLC $35.600.418 333.900 1,85% Opsi beli
WESTWOOD HOLDINGS GROUP INC $24.999.297 234.471 1,30% Saham
TWO SIGMA INVESTMENTS, LP $22.446.282 210.526 1,17% Saham
ALGERT GLOBAL LLC $21.732.355 203.830 1,13% Saham
BNP PARIBAS FINANCIAL MARKETS $19.287.665 180.901 1,00% Saham
VANGUARD FIDUCIARY TRUST CO $19.059.178 178.758 0,99% Saham
JACOBS LEVY EQUITY MANAGEMENT, INC $17.696.681 165.979 0,92% Saham
PANAGORA ASSET MANAGEMENT INC $16.206.986 152.007 0,84% Saham
GOLDMAN SACHS GROUP INC $13.895.231 130.325 0,72% Saham
TWO SIGMA ADVISERS, LP $13.187.212 140.200 0,69% Saham
Baird Financial Group, Inc. $12.243.601 114.834 0,64% Saham
Connor, Clark & Lunn Investment Management Ltd. $11.666.360 109.420 0,61% Saham
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $11.610.705 108.898 0,60% Saham
Public Sector Pension Investment Board $11.514.427 107.995 0,60% Saham
VICTORY CAPITAL MANAGEMENT INC $10.262.602 96.254 0,53% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $10.160.886 95.300 0,53% Opsi beli
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $9.904.145 92.892 0,51% Saham
Phase 2 Partners, LLC $9.499.926 142.899 0,49% Saham
NORGES BANK $9.499.842 89.100 0,49% Saham
PEAK6 LLC $9.361.023 87.798 0,49% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $9.229.667 86.566 0,48% Saham
Candriam S.C.A. $9.058.774 85.045 0,47% Saham
FRANKLIN RESOURCES INC $8.754.995 82.114 0,46% Saham
DENALI ADVISORS LLC $8.693.262 81.535 0,45% Saham
Aptus Capital Advisors, LLC $8.550.391 80.195 0,44% Saham
Qube Research & Technologies Ltd $7.844.033 73.570 0,41% Saham
BlackRock, Inc. $7.675.574 71.990 0,40% Saham
FIRST TRUST ADVISORS LP $7.654.782 71.795 0,40% Saham
RHUMBLINE ADVISERS $6.819.392 63.960 0,35% Saham
Philadelphia Financial Management of San Francisco, LLC $6.738.384 63.200 0,35% Saham
Lighthouse Investment Partners, LLC $5.982.022 56.106 0,31% Saham
Park West Asset Management LLC $5.956.326 55.865 0,31% Saham
Swiss National Bank $5.928.072 55.600 0,31% Saham
CITIGROUP INC $5.916.984 55.496 0,31% Saham
BANK OF AMERICA CORP /DE/ $5.897.898 55.317 0,31% Saham
PRUDENTIAL FINANCIAL INC $5.849.920 54.867 0,30% Saham
RAYMOND JAMES FINANCIAL INC $5.783.401 54.243 0,30% Saham
RITHOLTZ WEALTH MANAGEMENT $5.691.022 53.377 0,30% Saham
MARTINGALE ASSET MANAGEMENT L P $5.506.817 51.649 0,29% Saham
IEQ CAPITAL, LLC $5.428.877 50.918 0,28% Saham
AMERIPRISE FINANCIAL INC $5.326.734 49.960 0,28% Saham
Trexquant Investment LP $5.171.923 48.508 0,27% Saham
Horizon Investments, LLC $5.014.019 47.027 0,26% Saham
GLOBEFLEX CAPITAL L P $4.900.682 45.964 0,25% Saham
Engineers Gate Manager LP $4.637.757 43.498 0,24% Saham
VOLORIDGE INVESTMENT MANAGEMENT, LLC $4.482.092 42.038 0,23% Saham
Legal & General Group Plc $4.348.604 40.786 0,23% Saham
NEW YORK STATE COMMON RETIREMENT FUND $4.027.037 37.770 0,21% Saham
ROYCE & ASSOCIATES LP $3.759.741 35.263 0,20% Saham
LEUTHOLD GROUP, LLC $3.653.974 34.271 0,19% Saham
Phocas Financial Corp. $3.579.660 33.574 0,19% Saham
ALLIANCEBERNSTEIN L.P. $3.560.819 40.395 0,19% Saham
Proficio Capital Partners LLC $3.390.623 31.801 0,18% Saham
HUSSMAN STRATEGIC ADVISORS, INC. $3.358.530 31.500 0,17% Saham
CITADEL ADVISORS LLC $3.262.572 30.600 0,17% Opsi beli
OCCUDO QUANTITATIVE STRATEGIES LP $3.237.516 30.365 0,17% Saham
ZACKS INVESTMENT MANAGEMENT $3.236.133 30.351 0,17% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $3.198.600 30.000 0,17% Opsi jual
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2.984.142 33.853 0,16% Saham
BRIDGEWAY CAPITAL MANAGEMENT, LLC $2.953.374 27.700 0,15% Saham
STATE OF WISCONSIN INVESTMENT BOARD $2.874.582 26.961 0,15% Saham
DARK FOREST CAPITAL MANAGEMENT LP $2.851.339 26.743 0,15% Saham
Monument Capital Management $2.823.084 26.478 0,15% Saham
VANGUARD ASSET MANAGEMENT, Ltd $2.764.657 25.930 0,14% Saham
Integrated Quantitative Investments LLC $2.550.777 23.924 0,13% Saham
Mariner, LLC $2.523.936 23.672 0,13% Saham
Walleye Trading LLC $2.522.096 23.655 0,13% Saham
IMC-Chicago, LLC $2.267.488 21.267 0,12% Saham
VANGUARD GROUP INC $2.139.301 22.744 0,11% Saham
VOYA INVESTMENT MANAGEMENT LLC $2.001.791 18.775 0,10% Saham
LPL Financial LLC $1.930.320 18.105 0,10% Saham
Bank & Trust Co $1.916.381 21.740 0,10% Saham
Nuveen, LLC $1.753.473 16.446 0,09% Saham
Assenagon Asset Management S.A. $1.738.013 16.301 0,09% Saham
Y-Intercept (Hong Kong) Ltd $1.737.373 16.295 0,09% Saham
TEACHER RETIREMENT SYSTEM OF TEXAS $1.723.939 16.169 0,09% Saham
Convergence Investment Partners, LLC $1.716.369 16.098 0,09% Saham
Schonfeld Strategic Advisors LLC $1.694.830 15.896 0,09% Saham
MetLife Investment Management, LLC $1.693.552 15.884 0,09% Saham
OMERS ADMINISTRATION Corp $1.673.934 15.700 0,09% Saham
CWM, LLC $1.658.110 18.810 0,09% Saham
MANUFACTURERS LIFE INSURANCE COMPANY, THE $1.633.632 15.322 0,08% Saham
INTECH INVESTMENT MANAGEMENT LLC $1.625.315 15.244 0,08% Saham
Quantinno Capital Management LP $1.606.596 15.068 0,08% Saham
WOLVERINE TRADING, LLC $1.597.690 19.240 0,08% Saham
SEB Asset Management AB $1.543.535 14.477 0,08% Saham
MORGAN STANLEY $1.530.265 14.352 0,08% Saham
Sanctuary Advisors, LLC $1.523.161 14.286 0,08% Saham
State of Tennessee, Department of Treasury $1.521.148 14.267 0,08% Saham

Orang dalam perusahaan 40 orang dalam · 32 pejabat · 9 direktur

Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Mark Allan Ribisi President and Chief Executive Officer of AIS Management LLC 21 Feb. 2026 A 625 0 0 $0
Gabriel Tirador President & CEO 21 Feb. 2026 A 48.887 0 0 $0
Victor George Joseph President & COO 21 Feb. 2026 A 15.025 0 0 $0
Barnaby Joel Nardella Chief Claims Officer 20 April 2026 A — 0 0 $0
Charles Toney VP - Actuary 20 April 2026 A 13.783 0 0 $0
Jenny Dickinson Chan VP/Chief HR Officer 21 Feb. 2026 A — 0 0 $0
Nicholas Vincent Colby VP/Chief Sales Officer 21 Feb. 2026 A 0 0 0 $0
Ximeng Simon Zhang VP and Chief Data & Analytics Officer 21 Feb. 2026 A 1.500 0 0 $0
Wei Pang VP/Chief Technology Officer 21 Feb. 2026 A 0 0 0 $0
Katelyn Marie Gibbs VP/Chief Experience Officer 21 Feb. 2026 A 0 0 0 $0
Kelly Lynn Butler VP and Chief Underwriting Officer 21 Feb. 2026 A 0 0 0 $0
Jeffrey Michael Schroeder VP/Chief Product Officer 21 Feb. 2026 A 873 0 0 $0
Erik Dahl Thompson VP/Chief Marketing Officer 21 Feb. 2026 A 0 0 0 $0
Randall R Petro VP/Chief Claims Officer 21 Feb. 2026 M 0 0 0 $0
Christopher Graves VP and Chief Investment Officer 21 Feb. 2026 A 5.400 0 0 $0
Heidi C. Sullivan VP/Chief Human Capital Officer 3 Des. 2024 S 0 0 0 $0
George Joseph Chairman of the Board 23 Feb. 2023 J 0 0 0 $0
Judy A Walters Vice President/Corp Secty 20 Okt. 2021 G 3.200 0 0 $0
Brandt Minnich VP/Marketing 11 Mei 2020 P 2.632 0 0 $0
Allan Lubitz Senior VP-IT 30 Juli 2018 M 14.540 0 0 $0
Robert Houlihan Vice President - Product Mgmt 7 Feb. 2018 A 9.032 0 0 $0
Kenneth G Kitzmiller VP - Underwriting 22 Feb. 2016 F 9.645 0 0 $0
Douglas S Menges Senior VP/Chief Claims Officer 6 Des. 2013 P 11.000 0 0 $0
John Sutton Vice President 15 Mei 2013 S 0 0 0 $0
Bruce E Norman Senior Vice President 12 Maret 2009 P 21.158 0 0 $0
Ronald Deep Vice President 2 Nov. 2007 A — 0 0 $0
Richard Mccathron Vice President 29 Mei 2007 S 190 0 0 $0
Randy Farner Vice President 4 Mei 2007 A — 0 0 $0
Peter Simon Vice President 15 Feb. 2007 M 0 0 0 $0
Ken Vanwagner Vice President 28 Okt. 2005 A — 0 0 $0
Joanna Y Moore Claims - Vice President 28 Okt. 2005 A 530 0 0 $0
Maria Fitzpatrick VP/Chief Information Officer 29 Okt. 2004 A 17.385 0 0 $0
George Gwyer Braunegg Direktur 10 Des. 2025 P 3.053 1 0 $49.912
Joshua Eric Little Direktur 28 Agu 2023 P 3.250 0 0 $0
Mike Curtius Direktur 8 Nov. 2018 G 17.544 0 0 $0
Donald Spuehler Direktur 12 Mei 2010 P 3.200 0 0 $0
Donald P Newell Direktur 12 Maret 2009 P 12.700 0 0 $0
Bruce Bunner Direktur 5 Sep. 2007 S 500 0 0 $0
Theodore R Stalick — 21 Feb. 2026 A 4.343 0 0 $0
Abby Hosseini — 11 Juni 2020 P 667 0 0 $0

Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka

Kepemilikan ETF Dimiliki oleh 103 ETF

Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.

Dana Bobot Unit Per tanggal Sumber
ENZL · iShares Trust 4,15% 864.126 SH 8 Agu 2026 Harian
PFI · Invesco Exchange-Traded Fund Trust 1,98% 10.741 SH 8 Agu 2026 Harian
KBWP · Invesco Exchange-Traded Fund Trust … 1,53% 37.714 SH 8 Agu 2026 Harian
XSMO · Invesco Exchange-Traded Fund Trust 1,25% 356.038 SH 8 Agu 2026 Harian
OSCV · ETF Series Solutions 1,14% 79.798 NS 30 April 2026 N-PORT
PBD · Invesco Exchange-Traded Fund Trust … 1,05% 498.733 SH 8 Agu 2026 Harian
RZG · Invesco Exchange-Traded Fund Trust 0,97% 12.268 SH 8 Agu 2026 Harian
VAMO · Cambria ETF Trust 0,93% 7.944 NS 30 April 2026 N-PORT
XSVM · Invesco Exchange-Traded Fund Trust 0,86% 52.149 SH 8 Agu 2026 Harian
XSHQ · Invesco Exchange-Traded Fund Trust … 0,86% 25.197 SH 8 Agu 2026 Harian
XSLV · Invesco Exchange-Traded Fund Trust … 0,83% 18.823 SH 8 Agu 2026 Harian
ROSC · Lattice Strategies Trust 0,76% 4.282 NS 30 April 2026 N-PORT
PSCF · Invesco Exchange-Traded Fund Trust … 0,63% 1.560 SH 8 Agu 2026 Harian
FNK · First Trust Exchange-Traded AlphaDE… 0,62% 13.831 NS 30 April 2026 N-PORT
AFSM · First Trust Exchange-Traded Fund VI… 0,60% 6.025 NS 31 Mei 2026 N-PORT
ESSC · Strategy Shares 0,50% 1.335 NS 30 April 2026 N-PORT
SIXL · EXCHANGE TRADED CONCEPTS TRUST 0,46% 8.942 NS 31 Mei 2026 N-PORT
IDLV · Invesco Exchange-Traded Fund Trust … 0,44% 377.295 SH 8 Agu 2026 Harian
SVAL · iShares Trust 0,42% 8.091 SH 8 Agu 2026 Harian
RWJ · Invesco Exchange-Traded Fund Trust … 0,41% 78.350 SH 8 Agu 2026 Harian
DWAS · Invesco Exchange-Traded Fund Trust … 0,41% 16.675 SH 8 Agu 2026 Harian
FSCC · Federated Hermes ETF Trust 0,39% 10.901 NS 31 Mei 2026 N-PORT
IAK · iShares Trust 0,32% 16.634 SH 8 Agu 2026 Harian
IJT · iShares Trust 0,32% 246.881 SH 8 Agu 2026 Harian
OMFS · Invesco Exchange-Traded Self-Indexe… 0,31% 8.164 SH 8 Agu 2026 Harian
VIOG · VANGUARD ADMIRAL FUNDS 0,31% 31.645 SH 8 Agu 2026 Harian
FNX · First Trust Exchange-Traded AlphaDE… 0,30% 41.285 NS 30 April 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,28% 782.268 NS 31 Mei 2026 N-PORT
IPKW · Invesco Exchange-Traded Fund Trust … 0,26% 350.936 SH 8 Agu 2026 Harian
DFAT · Dimensional ETF Trust 0,25% 358.459 NS 30 April 2026 N-PORT
EBIT · Harbor ETF Trust 0,23% 272 NS 30 April 2026 N-PORT
AFMC · First Trust Exchange-Traded Fund VI… 0,23% 3.721 NS 31 Mei 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0,19% 19.439 NS 31 Mei 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0,19% 2.673 NS 30 April 2026 N-PORT
XJR · iShares Trust 0,18% 3.143 SH 8 Agu 2026 Harian
QVMS · Invesco Exchange-Traded Fund Trust … 0,18% 4.104 SH 8 Agu 2026 Harian
IWN · iShares Trust 0,17% 236.588 SH 8 Agu 2026 Harian
VTWV · VANGUARD SCOTTSDALE FUNDS 0,17% 21.613 SH 8 Agu 2026 Harian
VFMF · VANGUARD WELLINGTON FUND 0,16% 10.755 SH 8 Agu 2026 Harian
IJR · iShares Trust 0,16% 1.623.047 SH 8 Agu 2026 Harian
VIOO · VANGUARD ADMIRAL FUNDS 0,15% 92.941 SH 8 Agu 2026 Harian
PRFZ · Invesco Exchange-Traded Fund Trust 0,13% 33.947 SH 8 Agu 2026 Harian
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,13% 9.555 NS 30 April 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,13% 30.546 NS 30 April 2026 N-PORT
DFAS · Dimensional ETF Trust 0,12% 173.891 NS 30 April 2026 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0,12% 5.179 SH 8 Agu 2026 Harian
SAA · ProShares Trust 0,12% 318 NS 31 Mei 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,11% 954 NS 30 April 2026 N-PORT
IWM · iShares Trust 0,10% 717.256 SH 8 Agu 2026 Harian
SMLF · iShares Trust 0,09% 36.216 SH 8 Agu 2026 Harian