WTM White Mountains Insurance Group, Ltd. Common Stock

NYSE · Insurance · Lihat di SEC EDGAR ↗
$2135,84
Harga · Agu 19, 2026
Fundamental per Agu 6, 2026

Tentang White Mountains Insurance Group, Ltd. Common Stock Tinjauan perusahaan dari Wikipedia

White Mountains Insurance Group is a diversified insurance and related financial services holding company based in Hamilton, Bermuda. Redomiciled from Delaware, United States, on October 25, 1999, the company conducts most of its business through its insurance subsidiaries and other affiliates.

Baca selengkapnya

White Mountains Insurance Group is a diversified insurance and related financial services holding company based in Hamilton, Bermuda. Redomiciled from Delaware, United States, on October 25, 1999, the company conducts most of its business through its insurance subsidiaries and other affiliates.

The company owned the automobile insurer Esurance before selling it to Allstate for $1 billion.

Heritage

White Mountains Insurance Group began in the early 1980s by John J. Byrne, the man recruited by American Express to turn around troubled property and casualty insurer Fireman's Fund. When Byrne took Fireman's Fund public in 1985, it was the largest IPO in American history, and the insurer was sold to Allianz six years later. Upon completion of the Fireman's Fund sale in 1991, the remaining holding company and residual assets formed the starting point for the future White Mountains.

In December 2020, the company reported book value per share of $1,000.

Leadership

White Mountains Insurance's current director is CEO George Manning Rountree.

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

Wikidata ↗

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

Harga
$2135.84
Kapitalisasi Pasar
$5.30B
P/E (TTM)
5.0
EPS (TTM)
$430.14
Pendapatan (TTM)
$3.73B
Imbal Hasil Dividen
0.05%
ROE
22.3%
D/E Utang/Ekuitas
Rentang 52M
$1648 – $2333

WTM 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 $3.73B
9-point trend, +899.2%
2017-12-31 2025-12-31
EPS $430.14
9-point trend, +194.5%
2017-12-31 2025-12-31
Arus Kas Bebas
Margin 29.6%

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

Metrik
Tren 5 Tahun
WTM
Median Rekan
P/E (TTM)
5-point trend, +142.6%
5.0
10.9
P/S (TTM)
5-point trend, -72.3%
1.4
1.3
P/B
5-point trend, +10.1%
1.0
2.0

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

Metrik
Tren 5 Tahun
WTM
Median Rekan
Net Profit Margin (Margin Laba Bersih)
5-point trend, +186.9%
29.6%
11.8%
ROA
5-point trend, +282.9%
10.0%
6.3%
ROE
5-point trend, +358.4%
22.3%
20.7%

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
WTM
Median Rekan

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

Metrik
Tren 5 Tahun
WTM
Median Rekan
Revenue YoY (Pendapatan YoY)
5-point trend, +507.9%
66.8%
Revenue CAGR 3Y (CAGR Pendapatan 3T)
5-point trend, +507.9%
47.8%
Revenue CAGR 5Y (CAGR Pendapatan 5T)
5-point trend, +507.9%
33.1%
EPS YoY
5-point trend, +580.8%
379.1%
Net Income YoY (Laba Bersih YoY)
5-point trend, +501.7%
380.2%

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

Metrik
Tren 5 Tahun
WTM
Median Rekan
EPS (Diluted)
5-point trend, +580.8%
$430.14

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
WTM
Median Rekan
Payout Ratio (Rasio Pembayaran Dividen)
5-point trend, +124.0%
0.23%

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

Imbal Hasil Dividen
0.05%
Rasio Pembayaran Dividen
0.23%
CAGR Dividen 5T
Tanggal ex-dividenJumlah
16 Maret 2026$1,0000
17 Maret 2025$1,0000
8 Maret 2024$1,0000
10 Maret 2023$1,0000
11 Maret 2022$1,0000
12 Maret 2021$1,0000
13 Maret 2020$1,0000
15 Maret 2019$1,0000
16 Maret 2018$1,0000
16 Maret 2017$1,0000
17 Maret 2016$1,0000
12 Maret 2015$1,0000
13 Maret 2014$1,0000
14 Maret 2013$1,0000
22 Maret 2012$1,0000
17 Maret 2011$1,0000
18 Maret 2010$1,0000
12 Maret 2009$1,0000
12 Juni 2008$2,0000
13 Maret 2008$2,0000

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

JUAL 8 analis
  • Beli Kuat 0 0,0%
  • Beli 0 0,0%
  • Tahan 3 37,5%
  • Jual 4 50,0%
  • Jual Kuat 1 12,5%

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

Kejutan Rata-rata
-5.1%
Periode EPS Aktual EPS Estimasi Kejutan
30 Juni 2026 $80.58 $75.75 4.8%
30 Juni 2025 $47.75 $57.57 -9.8%
31 Maret 2025 $13.19 $-14.14 27.3%
31 Des. 2024 $-50.78 $-33.33 -17.4%
30 Sep. 2024 $69.68 $99.99 -30.3%

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

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
WTM $5.15B 4.8 66.8% 29.6% 22.3%
THG 10.1 5.7% 10.1% 20.7%
FAF $6.27B 10.2 21.6% 8.3% 11.9%
RLI $5.88B 14.6 6.3% 21.4% 23.0%
MCY $5.21B 9.6 9.4% 9.0% 24.8%
SIGI $5.03B 11.2 9.8% 8.7% 13.9%
NP -112.2 33.7% 23.4% -9.9%
LMND $5.40B -31.8 40.2% -22.4% -31.2%
PLMR $3.57B 18.8 58.2% 22.5% 22.0%
SKWD $2.07B 12.6 23.2% 12.0% 18.9%
SLDE $2.42B 5.8 36.5% 38.4% 57.4%

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

Laporan Laba Rugi 13
Data Laporan Laba Rugi Tahunan untuk WTM
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +164.7% $3.73B $2.24B $2.17B $1.16B $614M $896M $893M $369M $374M $158M $440M $1.41B
Cost of Revenue 11-point trend, +62.2% $152M $30M $40M $99M $69M $11M $48M $249M $139M $102M $94M ·
SG&A Expense 12-point trend, +180.2% $607M $490M $433M $364M $292M $208M $328M $234M $208M $176M $201M $216M
Interest Expense 5-point trend, +282.4% $78M $61M $63M $40M $20M · · · · · · ·
Interest Income 9-point trend, +74.7% · · · $126M $85M $132M $81M $62M $58M $34M $15M $72M
Pretax Income 12-point trend, +4619.4% $1.33B $317M $565M $-149M $-274M $660M $405M $-178M $8M $-147M $129M $-29M
Income Tax 12-point trend, +957.4% $127M $33M $-16M $41M $44M $-15M $29M $-4M $-8M $-33M $13M $-15M
Net Income 12-point trend, +281.5% $1.11B $230M $509M $793M $-275M $663M $377M $-191M $593M $409M $277M $290M
EPS (Basic) 12-point trend, +741.3% $430.14 $89.79 $198.60 $276.96 $-89.46 $226.97 $130.27 $-41.76 $146.06 $80.11 $50.20 $51.13
EPS (Diluted) 12-point trend, +741.3% $430.14 $89.79 $198.60 $276.96 $-89.46 $226.97 $130.27 $-41.76 $146.06 $80.06 $50.20 $51.13
Shares (Basic) 12-point trend, -57.9% 2,534,300 2,532,200 2,527,300 2,826,200 3,042,500 3,081,400 3,141,100 3,342,400 4,239,500 4,950,100 5,811,200 6,026,000
Shares (Diluted) 12-point trend, -57.9% 2,534,300 2,532,200 2,527,300 2,826,200 3,042,500 3,081,400 3,141,100 3,342,400 4,239,500 4,953,300 5,811,200 6,026,000
EBITDA 10-point trend, -87.1% $9M $-6M $-18M $4M $64M · · $26M $22M $64M $68M $70M
Neraca 14
Data Neraca Tahunan untuk WTM
Metrik Tren 202520242023202220212020201920182017201620152014
Cash & Equivalents 6-point trend, +10.5% · · · · · · $161M $110M $97M $80M $78M $146M
Short-term Investments 3-point trend, -53.6% · · · · · · · · · $175M $211M $377M
Goodwill 12-point trend, +2480.3% $614M $439M $169M $176M $142M $526M $395M $380M $26M $26M $19M $24M
Intangibles 12-point trend, +949.4% $406M $281M $202M $216M $198M $257M $260M $155M $36M $19M $31M $39M
Total Assets 12-point trend, +17.7% $12.31B $9.93B $8.39B $7.39B $7.00B $4.83B $3.98B $3.36B $3.66B $6.52B $10.28B $10.46B
Total Liabilities 12-point trend, +2.3% $6.05B $4.79B $3.82B $3.45B $3.30B $1.01B $838M $644M $298M $2.80B $5.91B $5.92B
Long-term Debt 12-point trend, +144.0% $837M $562M $565M $575M $421M $376M $284M $193M $24M $13M $338M $343M
Common Stock 12-point trend, -58.3% $2M $3M $3M $3M $3M $3M $3M $3M $4M $5M $6M $6M
Paid-in Capital 6-point trend, -2.6% $576M $564M $549M $536M $586M $592M · · · · · ·
Retained Earnings 12-point trend, +61.0% $4.85B $3.92B $3.69B $3.21B $2.96B $3.31B $2.67B $2.26B $2.82B $2.78B $3.08B $3.01B
AOCI 7-point trend, +65.2% · · $-2M $-4M $2M $-400.0K $-7M $-6M · $-5M · ·
Stockholders' Equity 12-point trend, +35.8% $5.43B $4.48B $4.24B $3.75B $3.55B $3.91B $3.26B $2.84B $3.49B $3.58B $3.91B $4.00B
Liabilities + Equity 12-point trend, +17.7% $12.31B $9.93B $8.39B $7.39B $7.00B $4.83B $3.98B $3.36B $3.66B $6.52B $10.28B $10.46B
Shares Outstanding 12-point trend, -58.6% 2,479,677 2,568,148 2,560,452 2,572,156 3,017,772 3,102,011 3,185,353 3,173,115 3,750,171 4,563,814 5,623,735 5,986,214
Arus Kas 16
Data Arus Kas Tahunan untuk WTM
Metrik Tren 202520242023202220212020201920182017201620152014
D&A 12-point trend, -74.5% $9M $-6M $-18M $4M $22M $10M $30M $26M $22M $20M $4M $35M
Stock-based Comp 5-point trend, +25.9% $18M $16M $15M $14M $15M · · · · · · ·
Deferred Tax 12-point trend, +509.3% $92M $11M $-47M $13M $35M $-30M $25M $-8M $-11M $-12M $11M $-22M
Amort. of Intangibles 12-point trend, +242.2% $28M $22M $7M $5M $5M $2M $22M $19M $11M $10M $8M $8M
Other Non-cash 10-point trend, -182.9% $-676M $335M $-56M $-365M $268M · · $143M $-510M $-642M $-176M $-239M
Operating Cash Flow 12-point trend, +363.4% $550M $587M $404M $365M $39M $-61M $-120M $-31M $95M $-155M $182M $119M
Investing Cash Flow 12-point trend, -1492.3% $-667M $-447M $-544M $116M $-208M $65M $-60M $459M $718M $1.28B $11M $48M
Debt Issued 5-point trend, -26.6% $295M $37M $12M $214M $402M · · · · · · ·
Net Debt Issued 3-point trend, +2184.2% $277M $-2M $-13M · · · · · · · · ·
Stock Issued 5-point trend, +0.00 · · · · · · · $0 $0 $4M $0 $0
Stock Repurchased 12-point trend, +58.0% $203M $8M $33M $616M $108M $85M $0 $512M $715M $881M $269M $128M
Net Stock Activity 10-point trend, -58.0% $-203M $-8M $-33M $-616M $-100M · · $-512M $-715M $-878M $-269M $-128M
Dividends Paid 12-point trend, -58.1% $3M $2M $3M $3M $3M $3M $3M $4M $5M $5M $6M $6M
Financing Cash Flow 12-point trend, +127.5% $36M $4M $7M $-345M $218M $49M $230M $-414M $-699M $-948M $-221M $-130M
Net Change in Cash 9-point trend, +7053.3% · · · $107M $63M $14M $51M $13M $16M $2M $-75M $2M
Taxes Paid 12-point trend, +1037.0% $31M $34M $43M $10M $-100.0K $16M $4M $4M $2M $300.0K $700.0K $3M
Profitabilitas 5
Data Profitabilitas Tahunan untuk WTM
Metrik Tren 202520242023202220212020201920182017201620152014
Net Margin 10-point trend, +155.8% 29.6% 10.3% 23.5% 61.5% -34.1% · · -51.9% 158.7% 30.9% 15.4% 11.6%
Pretax Margin 10-point trend, +195.9% 35.6% 14.1% 26.1% -12.9% -32.0% · · -48.3% 2.1% -3.0% 8.6% 12.0%
EBITDA Margin 10-point trend, -91.4% 0.24% -0.29% -0.82% 0.37% 6.7% · · 7.0% 6.0% 4.7% 3.7% 2.8%
ROA 10-point trend, +287.2% 10.0% 2.5% 6.5% 9.9% -5.4% · · -5.5% 11.7% 5.0% 2.7% 2.6%
ROE 10-point trend, +203.4% 22.3% 5.3% 12.8% 19.5% -8.6% · · -6.0% 16.7% 11.2% 7.1% 7.4%
Efisiensi 1
Data Efisiensi Tahunan untuk WTM
Metrik Tren 202520242023202220212020201920182017201620152014
Asset Turnover 10-point trend, +51.3% 0.3 0.2 0.3 0.2 0.2 · · 0.1 0.1 0.2 0.2 0.2
Per Saham 7
Data Per Saham Tahunan untuk WTM
Metrik Tren 202520242023202220212020201920182017201620152014
Book Value / Share 10-point trend, +227.7% $2187.95 $1745.89 $1656.15 $1456.72 $1175.73 · · $896.00 $931.29 $789.54 $695.84 $667.63
Revenue / Share 10-point trend, +253.8% $1473.78 $884.53 $857.32 $409.70 $310.53 · · $110.43 $88.17 $274.71 $311.23 $416.56
Cash Flow / Share 10-point trend, +1001.8% $217.22 $231.74 $159.89 $129.15 $12.69 · · $-9.30 $22.31 $-31.35 $30.23 $19.71
Cash / Share 5-point trend, -40.5% · · · · · · · $34.76 $25.89 $32.82 $30.85 $58.38
Dividend / Share Flat — no change across 12 periods $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1
Dividend Paid / Share Flat — no change across 12 periods $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1
EPS (TTM) 12-point trend, +741.3% $430.14 $89.79 $198.60 $276.96 $-89.46 $226.97 $130.27 $-41.76 $146.06 $80.06 $50.20 $51.13
Tingkat Pertumbuhan 10
Data Tingkat Pertumbuhan Tahunan untuk WTM
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +312.6% 66.8% 3.4% 87.1% 88.5% -31.4% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +39.5% 47.8% 53.9% 34.2% · · · · · · · · ·
Revenue CAGR 5Y 33.1% · · · · · · · · · · ·
EPS YoY 3-point trend, +1439.9% 379.1% -54.8% -28.3% · · · · · · · · ·
EPS CAGR 3Y 2-point trend, +463.4% 15.8% · -4.3% · · · · · · · · ·
EPS CAGR 5Y 13.6% · · · · · · · · · · ·
Net Income YoY 3-point trend, +1162.9% 380.2% -54.8% -35.8% · · · · · · · · ·
Net Income CAGR 3Y 2-point trend, +239.2% 11.8% · -8.4% · · · · · · · · ·
Net Income CAGR 5Y 10.8% · · · · · · · · · · ·
Dividend CAGR 5Y -4.1% · · · · · · · · · · ·
Valuasi (TTM) 12
Data Valuasi (TTM) Tahunan untuk WTM
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +164.7% $3.73B $2.24B $2.17B $1.16B $614M $896M $893M $369M $374M $158M $440M $1.41B
Net Income TTM 12-point trend, +281.5% $1.11B $230M $509M $793M $-275M $663M $377M $-191M $593M $409M $277M $290M
Market Cap 10-point trend, +36.6% $5.15B $5.00B $3.85B $3.64B $3.06B · · $2.72B $3.19B $3.82B $4.09B $3.77B
P/E 12-point trend, -60.8% 4.8 21.7 7.6 5.1 -11.3 4.4 8.6 -20.5 5.8 10.4 14.5 12.3
P/S 10-point trend, -48.4% 1.4 2.2 1.8 3.1 5.0 · · 7.4 8.5 24.2 9.3 2.7
P/B 10-point trend, +0.6% 0.9 1.1 0.9 1.0 0.9 · · 1.0 0.9 1.1 1.0 0.9
P / Tangible Book 6-point trend, +17.7% 1.2 1.3 1.0 1.1 1.0 1.0 · · · · · ·
P / Cash Flow 10-point trend, -70.5% 9.4 8.5 9.5 10.0 79.3 · · -87.5 33.7 -24.6 23.3 31.8
Dividend Yield 10-point trend, -68.8% 0.05% 0.05% 0.07% 0.08% 0.10% · · 0.14% 0.14% 0.14% 0.15% 0.16%
Earnings Yield 12-point trend, +155.2% 20.7% 4.6% 13.2% 19.6% -8.8% 22.7% 11.7% -4.9% 17.2% 9.6% 6.9% 8.1%
Payout Ratio 10-point trend, -89.2% 0.23% 1.1% 0.51% 0.42% -0.96% · · -2.0% 0.78% 1.3% 2.1% 2.1%
Annual Payout 12-point trend, -58.1% $3M $2M $3M $3M $3M $3M $3M $4M $5M $5M $6M $6M

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 $3.73B$2.24B$2.17B$1.16B$614M
Laba Bersih $1.11B$230M$509M$793M$-275M
EPS Dilusian $430.14$89.79$198.60$276.96$-89.46

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Pemilik institusional (13F) 376 pengaju · $3.5B 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
43 (-9 vs Kuartal sebelumnya) 40 (+14 vs Kuartal sebelumnya) 91 (-20 vs Kuartal sebelumnya) 132 (+27 vs Kuartal sebelumnya) -24K

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 $315.302.491 152.071 9,04% Saham
NEUBERGER BERMAN GROUP LLC $245.074.723 118.200 7,03% Saham
River Road Asset Management, LLC $240.264.433 115.880 6,89% Saham
VANGUARD PORTFOLIO MANAGEMENT LLC $232.155.405 111.969 6,66% Saham
VANGUARD CAPITAL MANAGEMENT LLC $222.845.884 107.479 6,39% Saham
FULLER & THALER ASSET MANAGEMENT, INC. $211.260.919 101.892 6,06% Saham
COOKE & BIELER LP $176.486.957 85.120 5,06% Saham
Wallace Capital Management Inc. $166.009.833 80.067 4,76% Saham
FIDUCIARY MANAGEMENT INC /WI/ $137.984.104 66.550 3,96% Saham
LONDON CO OF VIRGINIA $112.075.761 54.025 3,21% Saham
STATE STREET CORP $104.202.361 50.257 2,99% Saham
REINHART PARTNERS, LLC. $92.265.213 44.480 2,65% Saham
GEODE CAPITAL MANAGEMENT, LLC $88.742.626 42.789 2,55% Saham
GENDELL JEFFREY L $85.971.043 41.464 2,47% Saham
AMERICAN CENTURY COMPANIES INC $64.499.016 31.108 1,85% Saham
NORGES BANK $57.963.691 27.956 1,66% Saham
Cannell & Spears LLC $57.177.034 27.577 1,64% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $48.735.032 23.505 1,40% Saham
Mraz, Amerine & Associates, Inc. $46.066.975 22.218 1,32% Saham
Gotham Asset Management, LLC $37.196.617 17.940 1,07% Saham
JANE STREET GROUP, LLC $34.849.539 16.808 1,00% Saham
VANGUARD FIDUCIARY TRUST CO $31.762.261 15.319 0,91% Saham
Boussard & Gavaudan Investment Management LLP $30.968.600 13.975 0,89% Saham
ENVESTNET ASSET MANAGEMENT INC $28.691.176 13.838 0,82% Saham
Quantinno Capital Management LP $26.174.512 12.624 0,75% Saham
ELKHORN PARTNERS LIMITED PARTNERSHIP $25.544.165 12.320 0,73% Saham
HORIZON KINETICS ASSET MANAGEMENT LLC $25.307.802 12.206 0,73% Saham
WELLINGTON MANAGEMENT GROUP LLP $24.617.359 11.873 0,71% Saham
VICTORY CAPITAL MANAGEMENT INC $22.152.098 10.684 0,64% Saham
FIRST TRUST ADVISORS LP $21.986.231 10.604 0,63% Saham
Qube Research & Technologies Ltd $20.055.901 9.673 0,58% Saham
RAYMOND JAMES FINANCIAL INC $19.321.955 9.319 0,55% Saham
SPEECE THORSON CAPITAL GROUP INC $19.106.000 9.215 0,55% Saham
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $15.102.573 7.284 0,43% Saham
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $14.074.171 6.788 0,40% Saham
ROYCE & ASSOCIATES LP $14.059.658 6.781 0,40% Saham
Edgestream Partners, L.P. $13.638.759 6.578 0,39% Saham
GOLDMAN SACHS GROUP INC $13.532.919 6.527 0,39% Saham
California Public Employees Retirement System $10.881.151 5.248 0,31% Saham
Williams Jones Wealth Management, LLC. $10.767.114 5.193 0,31% Saham
Swiss National Bank $10.006.180 4.826 0,29% Saham
WINMILL & CO. INC $9.952.272 4.800 0,29% Saham
BANK OF AMERICA CORP /DE/ $8.843.008 4.265 0,25% Saham
Phocas Financial Corp. $8.455.284 4.078 0,24% Saham
RHUMBLINE ADVISERS $8.082.034 3.898 0,23% Saham
LEE DANNER & BASS INC $6.744.738 3.253 0,19% Saham
Brandywine Global Investment Management, LLC $6.703.725 3.226 0,19% Saham
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $6.342.624 2.887 0,18% Saham
FRANKLIN RESOURCES INC $6.066.739 2.926 0,17% Saham
AMERIPRISE FINANCIAL INC $5.778.538 2.787 0,17% Saham
BlackRock, Inc. $5.436.429 2.622 0,16% Saham
NEW YORK STATE COMMON RETIREMENT FUND $5.249.823 2.532 0,15% Saham
Triad Investment Management $5.122.932 2.471 0,15% Saham
VANGUARD ASSET MANAGEMENT, Ltd $4.959.549 2.392 0,14% Saham
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $4.874.540 2.351 0,14% Saham
VANGUARD GROUP INC $4.712.972 2.268 0,14% Saham
Robeco Institutional Asset Management B.V. $4.528.284 2.184 0,13% Saham
Regency Capital Management Inc.\DE $4.449.495 2.146 0,13% Saham
DAVENPORT & Co LLC $4.401.807 2.123 0,13% Saham
UBS Group AG $4.267.037 2.058 0,12% Saham
Russell Investments Group, Ltd. $4.204.834 2.028 0,12% Saham
PARSONS CAPITAL MANAGEMENT INC/RI $3.912.487 1.887 0,11% Saham
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ $3.879.313 1.871 0,11% Saham
Lighthouse Investment Partners, LLC $3.873.093 1.868 0,11% Saham
Atlantic Union Bankshares Corp $3.659.533 1.765 0,10% Saham
MML INVESTORS SERVICES, LLC $3.609.702 1.741 0,10% Saham
XTX Topco Ltd $3.408.653 1.644 0,10% Saham
Focus Partners Wealth $3.219.979 1.553 0,09% Saham
ExodusPoint Capital Management, LP $2.991.902 1.443 0,09% Saham
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2.913.169 1.326 0,08% Saham
OPPENHEIMER ASSET MANAGEMENT INC. $2.811.517 1.356 0,08% Saham
LPL Financial LLC $2.733.313 1.318 0,08% Saham
HighTower Advisors, LLC $2.728.587 1.316 0,08% Saham
DIVERSIFIED MANAGEMENT INC $2.544.080 1.158 0,07% Saham
WCM INVESTMENT MANAGEMENT, LLC $2.502.855 1.197 0,07% Saham
STIFEL FINANCIAL CORP $2.478.942 1.195 0,07% Saham
JANUS HENDERSON GROUP PLC $2.461.919 1.123 0,07% Saham
1834 INVESTMENT ADVISORS CO $2.438.838 1.176 0,07% Saham
BNP PARIBAS FINANCIAL MARKETS $2.423.793 1.169 0,07% Saham
Midwest Professional Planners, LTD. $2.413.426 1.164 0,07% Saham
PECAUT & CO. $2.367.811 1.142 0,07% Saham
Walleye Capital LLC $2.342.931 1.130 0,07% Saham
Police & Firemen's Retirement System of New Jersey $2.305.610 1.112 0,07% Saham
LEUTHOLD GROUP, LLC $2.289.023 1.104 0,07% Saham
Autumn Glory Partners, LLC $2.239.261 1.080 0,06% Saham
MERCER GLOBAL ADVISORS INC /ADV $2.187.597 1.055 0,06% Saham
ALLIANCEBERNSTEIN L.P. $2.073.930 944 0,06% Saham
NORTHERN TRUST CORP $2.015.335 972 0,06% Saham
Vanguard Global Advisers, LLC $1.948.987 940 0,06% Saham
CAPTRUST FINANCIAL ADVISORS $1.922.033 927 0,06% Saham
BRAVE ASSET MANAGEMENT INC $1.915.812 924 0,05% Saham
State of New Jersey Common Pension Fund D $1.895.078 914 0,05% Saham
Squarepoint Ops LLC $1.876.418 905 0,05% Saham
Cove Street Capital, LLC $1.810.256 1.083 0,05% Saham
Ethic Inc. $1.783.130 860 0,05% Saham
Quadrature Capital Ltd $1.781.042 859 0,05% Saham
Zurcher Kantonalbank (Zurich Cantonalbank) $1.764.455 851 0,05% Saham
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $1.743.721 841 0,05% Saham
SEI INVESTMENTS CO $1.733.150 836 0,05% Saham
Summit Trail Advisors, LLC $1.693.960 817 0,05% Saham

Orang dalam perusahaan 41 orang dalam · 7 pejabat · 15 direktur

Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Liam P Caffrey Chief Executive Officer 25 Feb. 2026 A 3.650 0 0 $0
George Manning Rountree Chief Executive Officer 19 Des. 2025 S 13.809 0 1 $-10.250.000
CAVOORES JOHN PAUL Pres & CEO, OneBeacon 24 Maret 2004 A 0 0 $0
Michael A Papamichael Chief Financial Officer 25 Feb. 2026 A 1.200 0 0 $0
Giles E Harrison President 25 Feb. 2026 A 2.675 0 0 $0
SEELIG ROBERT LAWRENCE EVP & General Counsel 19 Maret 2026 G 17.857 0 0 $0
Michaela Hildreth MD & Chief Accounting Officer 25 Feb. 2026 A 1.825 0 0 $0
John Chu Direktur 21 Mei 2026 A 335 0 0 $0
Margaret Dillon Direktur 21 Mei 2026 A 1.080 0 0 $0
Philip A Gelston Direktur 21 Mei 2026 A 1.703 0 1 $-338.004
Suzanne F. Shank Direktur 21 Mei 2026 A 1.006 0 0 $0
Peter M Carlson Direktur 21 Mei 2026 A 852 0 0 $0
Reid Tarlton Campbell Direktur 21 Mei 2026 A 10.575 0 1 $-10.250.000
David Allen Tanner Direktur 21 Mei 2026 A 2.014 0 0 $0
Mary C Choksi Direktur 21 Mei 2026 A 1.993 0 0 $0
Weston M Hicks Direktur 21 Mei 2026 A 2.936 0 0 $0
Steven Yi Direktur 22 Mei 2025 A 525 0 0 $0
Morgan W Davis Direktur 28 Des. 2022 G 6.709 0 0 $0
KEMP KARL THOMAS Direktur 24 Maret 2004 A 60.314 0 0 $0
BYRNE MARK JAMES Direktur 16 Okt. 2003 P 222.156 0 0 $0
White Mountains Insurance Group, Ltd. Pemilik 10% 28 Sep. 2017 D 0 0 0 $0
BARRETTE RAYMOND JOSEPH RENE 5 Mei 2016 M 31.452 0 0 $0
David Linker 25 Feb. 2016 A 4.250 0 0 $0
FOY DAVID THOMAS 25 Feb. 2016 A 8.400 0 0 $0
PALMER JESS BRIAN 25 Feb. 2016 A 1.910 0 0 $0
Kernan V Oberting 1 Jan. 2016 F 2.134 0 0 $0
Gary Charles Tolman 8 Juni 2015 A 1.072 0 0 $0
Yves Brouillette 27 Mei 2015 A 5.806 0 0 $0
Angelo Michael Frinquelli 27 Mei 2015 A 1.141 0 0 $0
Lowndes Andrew Smith 27 Mei 2015 A 2.402 0 0 $0
Edith E Holiday 27 Mei 2015 A 1.602 0 0 $0
Allan Lewis Waters 25 Feb. 2015 A 3.735 0 0 $0
GILLESPIE JOHN DAVIES 23 Mei 2013 A 2.825 0 0 $0
CLARK HOWARD LONGSTRETH JR 23 Mei 2013 A 1.170 0 0 $0
BYRNE JOHN JOSEPH 11 Juli 2012 D 635.896 0 0 $0
COCHRAN ROBERT PHILLIPS 26 Mei 2011 A 8.045 0 0 $0
GILLESPIE GEORGE JOSEPH III 26 Mei 2010 A 1.400 0 0 $0
Robert R Lusardi 25 Maret 2009 A 0 0 $0
Bruce R. Berkowitz 11 Sep. 2008 G 0 0 0 $0
CHOKEL CHARLES BERGEN 25 Juni 2008 A 1.600 0 0 $0
FASS STEVE ELLIOTT 25 Feb. 2007 F 5.535 0 0 $0

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

Aktivis & pemilik 5%+ 3 saham

Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.

Pengaju Diajukan Kepemilikan Status Tujuan Pengajuan
Raymond Barrette 2) ×2 pengajuan 20 Jan. 2012 Pengajuan awal SEC
Raymond Barrette 6 Feb. 2009 Pengajuan awal SEC
White Mountains Insurance Group, Ltd., White Mountains Holdings Bermuda, Ltd., White Mountains Advisors, LLC ×5 pengajuan 1 Mei 2007 Pengajuan awal 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.

Kepemilikan ETF Dimiliki oleh 47 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
DFSV · Dimensional ETF Trust 0,37% 12.439 NS 30 April 2026 N-PORT
DFAT · Dimensional ETF Trust 0,28% 17.274 NS 30 April 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,19% 24.591 NS 31 Mei 2026 N-PORT
DFAS · Dimensional ETF Trust 0,12% 7.480 NS 30 April 2026 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0,04% 94 NS 31 Mei 2026 N-PORT
DFUV · Dimensional ETF Trust 0,03% 1.963 NS 30 April 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,03% 107 NS 31 Mei 2026 N-PORT
DFAC · Dimensional ETF Trust 0,03% 5.391 NS 30 April 2026 N-PORT
AVUQ · AMERICAN CENTURY ETF TRUST 0,03% 31 NS 31 Mei 2026 N-PORT
DFSU · Dimensional ETF Trust 0,02% 187 NS 30 April 2026 N-PORT
AVIE · AMERICAN CENTURY ETF TRUST 0,02% 1 NS 31 Mei 2026 N-PORT
DXUV · Dimensional ETF Trust 0,02% 33 NS 30 April 2026 N-PORT
DCOR · Dimensional ETF Trust 0,02% 220 NS 30 April 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0,02% 968 NS 31 Mei 2026 N-PORT
DFAU · Dimensional ETF Trust 0,01% 586 NS 30 April 2026 N-PORT
DFUS · Dimensional ETF Trust 0,01% 745 NS 30 April 2026 N-PORT
MSLC · MORGAN STANLEY PATHWAY FUNDS 0,00% 91 NS 31 Mei 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 15 Juli 2026 Harian
VB · VANGUARD INDEX FUNDS 15 Juli 2026 Harian
VBR · VANGUARD INDEX FUNDS 15 Juli 2026 Harian
VTI · VANGUARD INDEX FUNDS 15 Juli 2026 Harian
VFMV · VANGUARD WELLINGTON FUND 30 Juli 2026 Harian
VFVA · VANGUARD WELLINGTON FUND 30 Juli 2026 Harian
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 15 Juli 2026 Harian
VONE · VANGUARD SCOTTSDALE FUNDS 15 Juli 2026 Harian
VONV · VANGUARD SCOTTSDALE FUNDS 15 Juli 2026 Harian
VTHR · VANGUARD SCOTTSDALE FUNDS 15 Juli 2026 Harian
ITOT · iShares Trust 12 Agu 2026 Harian
IWS · iShares Trust 18 Agu 2026 Harian
IWR · iShares Trust 6 Agu 2026 Harian
IWV · iShares Trust 18 Agu 2026 Harian
IWD · iShares Trust 14 Agu 2026 Harian
IWB · iShares Trust 18 Agu 2026 Harian
IAK · iShares Trust 18 Agu 2026 Harian
SMMD · iShares Trust 18 Agu 2026 Harian
PRF · Invesco Exchange-Traded Fund Trust 14 Juli 2026 Harian
OMFL · Invesco Exchange-Traded Self-Indexe… 14 Agu 2026 Harian
VFH · VANGUARD WORLD FUND 20 Juli 2026 Harian
ESGV · VANGUARD WORLD FUND 30 Juli 2026 Harian
IYF · iShares Trust 18 Agu 2026 Harian
IYY · iShares Trust 7 Agu 2026 Harian
ISCB · iShares Trust 18 Agu 2026 Harian
ISCG · iShares Trust 5 Agu 2026 Harian
SMLF · iShares Trust 10 Agu 2026 Harian
SMMV · iShares Trust 18 Agu 2026 Harian
WSML · iShares Trust 11 Agu 2026 Harian
EQAL · Invesco Exchange-Traded Fund Trust … 10 Agu 2026 Harian