ACIC American Coastal Insurance Corporation - Common Stock

NASDAQ · Insurance · Visualizza su SEC EDGAR ↗
$9,52
Prezzo · Ago 19, 2026
Fondamentali al Ago 6, 2026
Intervallo 52 sett.
$9–$13
4% of range
Rating Analisti
BUY
8 analysts
Prezzo Obiettivo
$13
+37% upside
P/E (TTM)
4.4
ROE
35.0%
Margine di Profitto Netto
31.9%

Informazioni su American Coastal Insurance Corporation - Common Stock Panoramica della società da 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 ==

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

ACIC Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

Prezzo
$9.52
Capitalizzazione di Mercato
$460M
P/E (TTM)
4.4
EPS (TTM)
$2.15
Ricavi (TTM)
$335M
Rendimento div.
0.00%
ROE
35.0%
D/E Debito/Patrimonio
—
Intervallo 52 sett.
$9 – $13

ACIC Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

Performance decennale Andamento di ricavi, utile netto, margini e EPS

Ricavi e Utile Netto $335M
6-point trend, -60.4%
2020-12-31 → 2025-12-31
EPS $2.15
6-point trend, +195.6%
2020-12-31 → 2025-12-31
Flusso di cassa libero $71M
6-point trend, +432.4%
2020-12-31 → 2025-12-31
Margini 31.9%

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica
Tendenza 5 anni
ACIC
Mediana dei peer
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 (Prezzo / FCF)
5-point trend, +1488.3%
6.5
—

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica
Tendenza 5 anni
ACIC
Mediana dei peer
Operating Margin (Margine Operativo)
5-point trend, +415.9%
41.8%
—
Net Profit Margin (Margine di Profitto Netto)
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%
—

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
ACIC
Mediana dei peer

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica
Tendenza 5 anni
ACIC
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, +46.7%
13.1%
—
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, +46.7%
14.8%
—
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, +46.7%
-16.9%
—
EPS YoY
5-point trend, +259.3%
39.6%
—
Net Income YoY (Utile Netto YoY)
5-point trend, +284.5%
41.1%
—

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica
Tendenza 5 anni
ACIC
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, +259.3%
$2.15
—

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica
Tendenza 5 anni
ACIC
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
5-point trend, +100.0%
0.00%
—

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

Dividend Yield
0.00%
Rapporto di Distribuzione Utili
0.00%
CAGR Dividendi 5Y
—
Data ex-dividendoImporto
02 Gennaio 2026$0,7500
02 Gennaio 2025$0,5000
08 Marzo 2022$0,0600
19 Novembre 2021$0,0600
09 Agosto 2021$0,0600
14 Maggio 2021$0,0600
01 Marzo 2021$0,0600
20 Novembre 2020$0,0600
10 Agosto 2020$0,0600
18 Maggio 2020$0,0600
03 Marzo 2020$0,0600
18 Novembre 2019$0,0600
13 Agosto 2019$0,0600
13 Maggio 2019$0,0600
05 Marzo 2019$0,0600
19 Novembre 2018$0,0600
10 Agosto 2018$0,0600
21 Maggio 2018$0,0600
06 Marzo 2018$0,0600
21 Novembre 2017$0,0600

ACIC Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

COMPRA 8 analisti
  • Acquisto forte 2 25,0%
  • Compra 4 50,0%
  • Mantieni 2 25,0%
  • Vendi 0 0,0%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

1 analisti · 2026-08-18
Target mediano $13.00 +36,6%
Target medio $13.00 +36,6%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Sorpresa media
-0.27%
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2026 $0.33 $0.43 -0.10%
31 Marzo 2026 $0.39 $0.45 -0.06%
31 Dicembre 2025 $0.52 $0.43 0.09%
30 Settembre 2025 $0.61 $0.40 0.21%
30 Giugno 2025 $0.54 $2.29 -1.8%
31 Marzo 2025 $0.42 $0.41 0.01%

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
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%
KWY — — — — — —
KINS $242M 5.8 38.5% 19.0% 37.5% —
MBI — -2.0 90.5% -221.2% 8.2% —

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

Conto Economico 14
Dati annuali Conto Economico per ACIC
Metrica Tendenza 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
Stato Patrimoniale 18
Dati annuali Stato Patrimoniale per ACIC
Metrica Tendenza 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
Flusso di cassa 16
Dati annuali Flusso di cassa per ACIC
Metrica Tendenza 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
Redditività 7
Dati annuali Redditività per ACIC
Metrica Tendenza 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%
Liquidità e Solvibilità 1
Dati annuali Liquidità e Solvibilità per ACIC
Metrica Tendenza 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
Efficienza 1
Dati annuali Efficienza per ACIC
Metrica Tendenza 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
Per Azione 6
Dati annuali Per Azione per ACIC
Metrica Tendenza 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
Tassi di Crescita 5
Dati annuali Tassi di Crescita per ACIC
Metrica Tendenza 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% · · · · · · · · · ·
Valutazione (TTM) 13
Dati annuali Valutazione (TTM) per ACIC
Metrica Tendenza 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

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

Conto Economico
2025-12-312024-12-312023-12-312022-12-312022-03-31
Ricavi $335M$297M$264M$222M—
Margine Operativo % 41.8%33.6%31.3%-99.9%—
Utile netto $107M$76M$310M$-470M—
EPS Diluito $2.15$1.54$6.98$-10.91—
Flusso di cassa
2025-12-312024-12-312023-12-312022-12-312022-03-31
Flusso di cassa libero $71M$243M$-136M$-176M—

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Proprietari istituzionali (13F) 148 filer · $126.0M totale · Aggiornato al 30 Giugno 2026

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
23 (-20 vs trimestre precedente) 31 (+11 vs trimestre precedente) 43 (-5 vs trimestre precedente) 36 (-3 vs trimestre precedente) -2.6M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
VANGUARD CAPITAL MANAGEMENT LLC $11.051.560 995.636 8,77% Azioni
AMERICAN CENTURY COMPANIES INC $9.416.874 848.367 7,47% Azioni
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $8.976.625 808.705 7,12% Azioni
DIMENSIONAL FUND ADVISORS LP $8.661.641 780.328 6,87% Azioni
TWO SIGMA INVESTMENTS, LP $6.566.249 591.554 5,21% Azioni
GEODE CAPITAL MANAGEMENT, LLC $6.472.984 583.028 5,14% Azioni
RENAISSANCE TECHNOLOGIES LLC $6.020.185 542.359 4,78% Azioni
STATE STREET CORP $5.658.414 509.767 4,49% Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $5.056.894 455.576 4,01% Azioni
BRIDGEWAY CAPITAL MANAGEMENT, LLC $3.374.866 304.042 2,68% Azioni
SEI INVESTMENTS CO $3.206.912 288.911 2,55% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $2.657.129 239.381 2,11% Azioni
Empyrean Capital Partners, LP $2.562.735 230.877 2,03% Azioni
Militia Capital Partners, LP $2.281.711 180.658 1,81% Azioni
Crews Bank & Trust $2.098.733 189.075 1,67% Azioni
TUDOR INVESTMENT CORP ET AL $2.069.129 186.408 1,64% Azioni
VANGUARD FIDUCIARY TRUST CO $1.807.258 162.816 1,43% Azioni
WESTWOOD HOLDINGS GROUP INC $1.650.959 148.735 1,31% Azioni
Kennondale Capital Management LLC $1.629.280 146.782 1,29% Azioni
MERCER GLOBAL ADVISORS INC /ADV $1.492.428 134.453 1,18% Azioni
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $1.476.034 132.976 1,17% Azioni
Brandywine Global Investment Management, LLC $1.407.866 111.470 1,12% Azioni
FRANKLIN RESOURCES INC $1.261.737 113.670 1,00% Azioni
ANTIPODES PARTNERS Ltd $1.256.342 113.184 1,00% Azioni
GOLDMAN SACHS GROUP INC $1.185.180 106.773 0,94% Azioni
Lido Advisors, LLC $985.333 88.768 0,78% Azioni
RITHOLTZ WEALTH MANAGEMENT $956.332 86.156 0,76% Azioni
WEDGE CAPITAL MANAGEMENT L L P/NC $942.480 83.776 0,75% Azioni
Connor, Clark & Lunn Investment Management Ltd. $928.160 83.618 0,74% Azioni
MACKENZIE FINANCIAL CORP $919.513 82.839 0,73% Azioni
FIRST TRUST ADVISORS LP $899.199 81.009 0,71% Azioni
JACOBS LEVY EQUITY MANAGEMENT, INC $861.626 77.624 0,68% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $827.039 74.508 0,66% Azioni
Pacific Ridge Capital Partners, LLC $826.761 74.483 0,66% Azioni
RAYMOND JAMES FINANCIAL INC $818.514 73.740 0,65% Azioni
BANK OF AMERICA CORP /DE/ $814.152 73.347 0,65% Azioni
Cubist Systematic Strategies, LLC $777.310 68.245 0,62% Azioni
Beacon Pointe Advisors, LLC $754.301 67.955 0,60% Azioni
Quantinno Capital Management LP $702.963 63.330 0,56% Azioni
TWO SIGMA ADVISERS, LP $678.231 53.700 0,54% Azioni
JANE STREET GROUP, LLC $672.749 60.608 0,53% Azioni
Tactive Advisors, LLC $610.667 55.015 0,48% Azioni
Bank of New York Mellon Corp $606.859 54.672 0,48% Azioni
IHT Wealth Management, LLC $602.819 54.308 0,48% Azioni
Cornerstone Wealth Group, LLC $505.596 2.885 0,40% Azioni
Empowered Funds, LLC $504.950 45.491 0,40% Azioni
STATE OF WISCONSIN INVESTMENT BOARD $488.333 43.994 0,39% Azioni
MANGROVE PARTNERS IM, LLC $478.443 43.103 0,38% Azioni
STRS OHIO $478.410 43.100 0,38% Azioni
MILLENNIUM MANAGEMENT LLC $455.788 41.062 0,36% Azioni
CANADA PENSION PLAN INVESTMENT BOARD $405.150 36.500 0,32% Azioni
Geller Advisors LLC $403.800 30.000 0,32% Azioni
ALLIANCEBERNSTEIN L.P. $400.950 35.640 0,32% Azioni
RHUMBLINE ADVISERS $344.282 31.017 0,27% Azioni
Militia Capital Management LLC $340.304 30.658 0,27% Azioni
REGIONS FINANCIAL CORP $326.828 29.444 0,26% Azioni
FIFTH THIRD BANCORP $321.179 28.935 0,25% Azioni
EntryPoint Capital, LLC $315.728 28.444 0,25% Azioni
MARTINGALE ASSET MANAGEMENT L P $297.836 26.832 0,24% Azioni
Cox Capital Mgt LLC $281.074 25.322 0,22% Azioni
DEUTSCHE BANK AG\ $272.938 24.589 0,22% Azioni
AlphaQuest LLC $263.500 20.863 0,21% Azioni
Welch Group, LLC $258.497 23.288 0,21% Azioni
WELLS FARGO & COMPANY/MN $234.232 21.102 0,19% Azioni
Sowell Financial Services LLC $216.017 19.461 0,17% Azioni
Graham Capital Management, L.P. $201.809 18.181 0,16% Azioni
Balyasny Asset Management L.P. $192.607 17.352 0,15% Azioni
MetLife Investment Management, LLC $185.315 16.695 0,15% Azioni
Palumbo Wealth Management LLC $184.787 16.647 0,15% Azioni
Squarepoint Ops LLC $173.005 15.586 0,14% Azioni
VANGUARD GROUP INC $159.795 12.652 0,13% Azioni
OSAIC HOLDINGS, INC. $152.402 13.730 0,12% Azioni
AXA Investment Managers S.A. $147.352 12.937 0,12% Azioni
Atom Investors LP $144.422 13.011 0,11% Azioni
Metis Global Partners, LLC $136.119 12.263 0,11% Azioni
BlackRock, Inc. $130.414 11.749 0,10% Azioni
Vident Advisory, LLC $130.358 11.744 0,10% Azioni
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $128.816 11.605 0,10% Azioni
D. E. Shaw & Co., Inc. $126.784 11.422 0,10% Azioni
Marble Wealth, LLC $123.049 11.085 0,10% Azioni
Quadrature Capital Ltd $122.944 11.076 0,10% Azioni
Kingsview Wealth Management, LLC $120.881 10.745 0,10% Azioni
Daytona Street Capital LLC $111.450 10.000 0,09% Azioni
Invesco Ltd. $111.122 10.011 0,09% Azioni
Rockefeller Capital Management L.P. $111.000 10.000 0,09% Azioni
Vanguard Global Advisers, LLC $104.951 9.455 0,08% Azioni
FMR LLC $93.895 8.459 0,07% Azioni
Farther Finance Advisors, LLC $87.721 7.903 0,07% Azioni
NEW YORK STATE COMMON RETIREMENT FUND $80.675 7.268 0,06% Azioni
Police & Firemen's Retirement System of New Jersey $72.594 6.540 0,06% Azioni
Nuveen Asset Management, LLC $50.085 3.721 0,04% Azioni
BNP PARIBAS FINANCIAL MARKETS $45.832 4.129 0,04% Azioni
MORGAN STANLEY $44.400 4.000 0,04% Azioni
NORTHERN TRUST CORP $43.412 3.911 0,03% Azioni
Nuveen, LLC $41.303 3.721 0,03% Azioni
Tower Research Capital LLC (TRC) $34.177 3.079 0,03% Azioni
Ameritas Investment Partners, Inc. $28.061 2.528 0,02% Azioni
Ancora Advisors LLC $26.862 2.420 0,02% Azioni
BARCLAYS PLC $25.542 2.301 0,02% Azioni
Legal & General Group Plc $25.197 2.270 0,02% Azioni

Insider aziendali 42 insider · 21 dirigenti · 15 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Brad Martz President & CEO 27 Maggio 2025 M 365.943 0 0 $0
John Forney President & CEO 26 Maggio 2020 A 124.491 0 0 $0
Svetlana Castle Chief Financial Officer 07 Maggio 2025 A 5.201 0 0 $0
Nicholas W Griffin Chief Financial Officer 25 Marzo 2009 A 58.310 0 0 $0
Christopher Griffith Chief Operating Officer 05 Giugno 2025 M 121.431 0 0 $0
Paul F Difrancesco Chief Operating Officer 18 Agosto 2020 A 20.533 0 0 $0
Troy J Crawford Chief Underwriting Officer 15 Luglio 2026 F 12.107 0 0 $0
Brooke Adler General Counsel 27 Maggio 2025 M 103.265 0 0 $0
James Andy Gray Chief Compliance/Risk Officer 14 Maggio 2025 M 195.594 0 0 $0
Brooke Shirazi Chief Underwriting Officer 27 Maggio 2022 A 112.000 0 0 $0
Alycia Weigley Chief Talent Officer 27 Maggio 2022 A 9.002 0 0 $0
Scott St John Chief Claims Officer 27 Maggio 2022 A 25.140 0 0 $0
Christian Dittman Chief Risk Officer 24 Maggio 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 Settembre 2020 M 102.787 0 0 $0
Kimberly Salmon General Counsel 07 Settembre 2017 P 29.622 0 0 $0
Andrew Swenson Chief Information Officer 12 Maggio 2017 P 31.017 0 0 $0
John Langowski Vice President, Claims 18 Marzo 2016 F 14.659 0 0 $0
Judy Copechal Chief Underwriting Officer 06 Maggio 2015 P 3.327 0 0 $0
Jay Williams Vice President of Sales 24 Febbraio 2015 A 17.615 0 0 $0
Melvin A Russell Jr Chief Underwriting Officer 11 Dicembre 2012 P 49.018 0 0 $0
Patrick Maroney Direttore 26 Maggio 2026 A 103.500 0 0 $0
Daniel Peed Direttore 26 Maggio 2026 A 1.986.936 0 0 $0
Iii William H. Hood Direttore 26 Maggio 2026 A 65.429 0 0 $0
Kern Michael Davis Direttore 26 Maggio 2026 A 304.564 0 0 $0
Deirdre A Brown Direttore 26 Maggio 2026 A 6.500 0 0 $0
Gregory C Branch Direttore 26 Maggio 2026 A 1.729.197 0 0 $0
Kent G Whittemore Direttore 26 Maggio 2026 A 374.267 0 0 $0
Michael Hogan Direttore 26 Maggio 2026 A 366.754 0 0 $0
Alec Poitevint II Direttore 26 Maggio 2026 A 195.000 0 0 $0
Sherrill W Hudson Direttore 19 Maggio 2025 A 203.403 0 0 $0
Gordon G Pratt Direttore 06 Ottobre 2008 P 932.231 0 0 $0
David E Sturgess Direttore 30 Settembre 2008 D 17.839 0 0 $0
Thomas D Sargent Direttore 30 Settembre 2008 D 17.839 0 0 $0
James Zuhlke Direttore 30 Settembre 2008 D 17.839 0 0 $0
Stilwell Value LLC Proprietario del 10% 22 Ottobre 2012 S 49.318 0 0 $0
Stilwell Joseph Proprietario del 10% 22 Ottobre 2012 S 49.318 0 0 $0
Neil W Savage Proprietario del 10% 28 Settembre 2011 P 17.573 0 0 $0
SYNOVUS FINANCIAL CORP Proprietario del 10% 28 Settembre 2011 S 220.047 0 0 $0
FMG INVESTORS LLC Proprietario del 10% 30 Settembre 2008 D 932.231 0 0 $0
Donald J Cronin — 25 Marzo 2009 A 91.351 0 0 $0
Larry G Swets JR — 22 Ottobre 2008 P 932.231 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Attivisti e proprietari del 5%+ 11 partecipazioni

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante Depositato Partecipazione Stato Scopo Deposito
Peed Daniel, Peed FLP1, Ltd, L.L.P. ×2 depositi 11 Agosto 2025 34,50% Modifica — SEC
R. Daniel Peed, Peed FLP1 Ltd, L.L.P. ×3 depositi 20 Marzo 2019 — Deposito iniziale — 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 depositi 17 Dicembre 2012 — Deposito iniziale Campagna per il consiglio di amministrazione SEC
Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata 20 Settembre 2012 — Deposito iniziale — 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 depositi 29 Maggio 2012 — Deposito iniziale Campagna per il consiglio di amministrazione SEC
Neil W. Savage, Kern M. Davis, William W. Hood, III ×4 depositi 15 Marzo 2012 — Deposito iniziale — SEC
Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata 28 Ottobre 2011 — Deposito iniziale Investimento passivo SEC
Synovus Financial Corp. ×5 depositi 30 Settembre 2011 — Deposito iniziale — SEC
Homeowners Choice, Inc. ×2 depositi 09 Dicembre 2010 — Deposito iniziale — SEC
Bulldog Investors, Phillip Goldstein and Andrew Dakos ×3 depositi 12 Novembre 2008 — Deposito iniziale — SEC
Gregory C. Branch 15 Ottobre 2008 — Deposito iniziale — 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.

Proprietà ETF Posseduti da 33 ETF

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
GSSC · Goldman Sachs ETF Trust 0,04% 33.833 NS 31 Maggio 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,03% 681.552 NS 31 Maggio 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,01% 38.737 NS 31 Maggio 2026 N-PORT
DFAS · Dimensional ETF Trust 0,01% 158.187 NS 30 Aprile 2026 N-PORT
RSSL · Global X Funds 0,01% 10.604 NS 30 Aprile 2026 N-PORT
ITWO · ProShares Trust 0,01% 1.151 NS 31 Maggio 2026 N-PORT
EBI · RBB Fund Trust 0,00% 2.949 NS 31 Maggio 2026 N-PORT
DFAT · Dimensional ETF Trust 0,00% 50.529 NS 30 Aprile 2026 N-PORT
DXUV · Dimensional ETF Trust 0,00% 1.293 NS 30 Aprile 2026 N-PORT
UWM · ProShares Trust 0,00% 900 NS 31 Maggio 2026 N-PORT
URTY · ProShares Trust 0,00% 906 NS 31 Maggio 2026 N-PORT
DFSU · Dimensional ETF Trust 0,00% 4.450 NS 30 Aprile 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 6.441 NS 30 Aprile 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 13.739 NS 30 Aprile 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,00% 888 NS 31 Maggio 2026 N-PORT
HDG · ProShares Trust 0,00% 23 NS 31 Maggio 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 37.406 NS 30 Aprile 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0,00% 7.639 NS 31 Maggio 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 4.888 NS 30 Aprile 2026 N-PORT
DFUV · Dimensional ETF Trust 0,00% 44 NS 30 Aprile 2026 N-PORT
VXF · VANGUARD INDEX FUNDS — — 15 Luglio 2026 Giornaliero
VTI · VANGUARD INDEX FUNDS — — 15 Luglio 2026 Giornaliero
VFQY · VANGUARD WELLINGTON FUND — — 30 Luglio 2026 Giornaliero
VTWO · VANGUARD SCOTTSDALE FUNDS — — 15 Luglio 2026 Giornaliero
VTWV · VANGUARD SCOTTSDALE FUNDS — — 15 Luglio 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS — — 15 Luglio 2026 Giornaliero
IWV · iShares Trust — — 18 Agosto 2026 Giornaliero
IWN · iShares Trust — — 17 Agosto 2026 Giornaliero
IWM · iShares Trust — — 18 Agosto 2026 Giornaliero
IWC · iShares Trust — — 18 Agosto 2026 Giornaliero
SVAL · iShares Trust — — 03 Agosto 2026 Giornaliero
OMFS · Invesco Exchange-Traded Self-Indexe… — — 13 Luglio 2026 Giornaliero
VFH · VANGUARD WORLD FUND — — 20 Luglio 2026 Giornaliero