HGTY Hagerty, Inc. Class A Common Stock
$12,80
Prezzo · Ago 19, 2026
Fondamentali al Ago 5, 2026
Intervallo 52 sett.
$9–$14
74% of range
Rating Analisti
BUY
14 analysts
Prezzo Obiettivo
$14
+12% upside
P/E (TTM)
—
ROE
80.3%
Margine di Profitto Netto
10.2%
HGTY Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
Prezzo
$12.80
Capitalizzazione di Mercato
—
P/E (TTM)
—
EPS (TTM)
—
Ricavi (TTM)
$1.46B
Rendimento div.
—
ROE
80.3%
D/E Debito/Patrimonio
0.8
Intervallo 52 sett.
$9 – $14
HGTY Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione
Configure
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Ricavi e Utile Netto
$1.46B
2020-12-31
→
2025-12-31
EPS
—
2020-12-31
→
2021-12-31
Flusso di cassa libero
$194M
2021-12-31
→
2025-12-31
Margini
10.2%
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
Metrica
Tendenza 5 anni
HGTY
Mediana dei peer
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
Metrica
Tendenza 5 anni
HGTY
Mediana dei peer
Net Profit Margin (Margine di Profitto Netto)
10.2%
6.4%
ROA
7.8%
3.2%
ROE
80.3%
10.1%
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Metrica
Tendenza 5 anni
HGTY
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
0.8
—
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Metrica
Tendenza 5 anni
HGTY
Mediana dei peer
Revenue YoY (Ricavi YoY)
17.3%
—
Revenue CAGR 3Y (CAGR Ricavi 3Y)
22.7%
—
Revenue CAGR 5Y (CAGR Ricavi 5Y)
23.9%
—
Net Income YoY (Utile Netto YoY)
90.6%
—
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
Metrica
Tendenza 5 anni
HGTY
Mediana dei peer
HGTY Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
COMPRA
14 analisti
- Acquisto forte 3 21,4%
- Compra 5 35,7%
- Mantieni 5 35,7%
- Vendi 1 7,1%
- Vendita forte 0 0,0%
Target Price a 12 Mesi
8 analisti · 2026-08-15
Mediana
$14.50
← Sotto tutti i target
$12.80
Basso
$13.00
Alto
$16.00
Target mediano
$14.50
+13,3%
Target medio
$14.38
+12,3%
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
Sorpresa media
0.04%
| Periodo | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|
| 30 Giugno 2026 | $-0.02 | $-0.09 | 0.07% |
| 31 Marzo 2026 | $-0.04 | $-0.04 | 0.00% |
| 31 Dicembre 2025 | $0.08 | $0.04 | 0.04% |
| 30 Settembre 2025 | $0.13 | $0.08 | 0.05% |
| 30 Giugno 2025 | $0.13 | $0.12 | 0.01% |
| 31 Marzo 2025 | $0.08 | $0.02 | 0.06% |
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 |
|---|---|---|---|---|---|---|
| HGTY | — | — | 17.3% | 10.2% | 80.3% | — |
| MRSH | $89.98B | 22.0 | 10.3% | 15.4% | 28.1% | — |
| AJG | $66.51B | 45.1 | 20.7% | 10.7% | 6.9% | — |
| BRO | $26.78B | 25.2 | 22.8% | 17.9% | 8.7% | — |
| RYAN | — | — | 21.3% | 2.1% | 9.9% | — |
| BWIN | — | -48.1 | 8.3% | -2.2% | -5.7% | — |
| GSHD | — | 70.8 | 16.2% | 7.6% | -107.8% | — |
| LIFE | — | — | 52.0% | 18.4% | -108.4% | — |
| TWFG | — | 54.3 | 22.0% | — | — | — |
| ABX | $833M | 23.8 | 110.2% | 15.5% | 8.8% | 87.7% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 14
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue | $1.46B | $1.24B | $1.03B | $788M | $619M | $500M | |
| SG&A Expense | $95M | $83M | $85M | $89M | $65M | $51M | |
| Operating Expenses | $1.28B | $1.13B | $977M | · | · | · | |
| Operating Income | · | $66M | $10M | $-68M | $-10M | $16M | |
| Interest Income | $39M | $39M | $27M | $7M | · | · | |
| Other Non-op | $-41M | $-6M | $-4M | $2M | $-2M | $-987.0K | |
| Pretax Income | $139M | $94M | $45M | $11M | $-55M | $15M | |
| Income Tax | $-10M | $15M | $17M | $7M | $7M | $5M | |
| Net Income | $149M | $78M | $28M | $2M | $-61M | $10M | |
| EPS (Basic) | · | · | · | $0.39 | $-0.56 | $101.66 | |
| EPS (Diluted) | · | · | · | · | $-0.56 | $101.66 | |
| Shares (Basic) | · | · | · | · | 82,327,000 | 100,000 | |
| Shares (Diluted) | · | · | · | · | 82,327,000 | 100,000 | |
| EBITDA | $38M | $105M | $56M | $-34M | $12M | · |
Stato Patrimoniale 29
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $160M | $105M | $108M | $95M | $275M | $38M | |
| Short-term Investments | · | $74M | $11M | · | · | · | |
| Receivables | $99M | $85M | $72M | $58M | $47M | $34M | |
| Inventory | $12M | $18M | $5M | $2M | · | · | |
| Prepaid Expense | · | · | · | $46M | $30M | $15M | |
| Other Current Assets | · | $91M | $49M | $46M | · | · | |
| Current Assets | · | $858M | $1.25B | $937M | $895M | $513M | |
| PP&E (Net) | $16M | $18M | $21M | $25M | $28M | $26M | |
| PP&E (Gross) | · | $46M | $45M | $47M | $49M | $51M | |
| Accum. Depreciation | · | $27M | $24M | $22M | $21M | $25M | |
| Goodwill | $114M | $114M | $114M | $115M | $11M | $5M | |
| Intangibles | $89M | $90M | $92M | $104M | $76M | $47M | |
| Other Non-current Assets | · | $75M | $38M | $37M | $147M | $72M | |
| Total Assets | $2.09B | $1.71B | $1.59B | $1.31B | $1.04B | $611M | |
| Accounts Payable | · | · | · | $16M | $9M | $12M | |
| Accrued Liabilities | · | · | · | · | $46M | $36M | |
| Current Liabilities | · | $915M | $842M | $667M | $496M | $385M | |
| Capital Leases | · | $43M | $50M | $81M | $0 | · | |
| Deferred Tax | $23M | $18M | $16M | $13M | $11M | · | |
| Other Non-current Liabilities | · | $18M | $4M | $11M | $7M | $5M | |
| Total Liabilities | $1.35B | $1.10B | $1.09B | $945M | $771M | $493M | |
| Long-term Debt | $178M | $106M | $131M | $108M | $136M | $70M | |
| Total Debt | $178M | $106M | $134M | $108M | $136M | · | |
| Paid-in Capital | $623M | $604M | $562M | $549M | $160M | · | |
| Retained Earnings | $-403M | $-452M | $-469M | $-490M | $-482M | $57M | |
| AOCI | $1M | $-2M | $-88.0K | $-213.0K | $-2M | $-2M | |
| Stockholders' Equity | $221M | $150M | $93M | $59M | $-324M | $-1.5K | |
| Liabilities + Equity | $2.09B | $1.71B | $1.59B | $1.31B | $1.04B | $611M | |
| Shares Outstanding | · | 345,210,737 | 340,087,700 | 338,961,435 | 333,361,000 | 2,875,000 |
Flusso di cassa 17
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| D&A | $38M | $39M | $46M | $34M | $22M | $12M | |
| Stock-based Comp | $19M | $17M | $18M | $12M | $0 | · | |
| Deferred Tax | $-35M | $3M | $3M | $3M | $3M | $1M | |
| Amort. of Intangibles | $24M | $27M | $29M | $22M | $13M | $6M | |
| Restructuring | · | · | $9M | $18M | $0 | · | |
| Other Non-cash | $48M | $40M | $39M | $-26M | $63M | · | |
| Operating Cash Flow | $219M | $177M | $134M | $55M | $42M | $85M | |
| CapEx | $25M | $21M | $26M | $44M | $43M | $38M | |
| Investing Cash Flow | $-185M | $-619M | $-53M | $-92M | $-69M | $-47M | |
| Debt Issued | $257M | $62M | $162M | $94M | $108M | $73M | |
| Net Debt Issued | $69M | $-29M | $22M | $-28M | $68M | · | |
| Stock Issued | · | · | $2M | $0 | $0 | · | |
| Net Stock Activity | · | · | $2M | · | · | · | |
| Financing Cash Flow | $30M | $-47M | $103M | $-28M | $332M | $40M | |
| Net Change in Cash | $66M | $-491M | $185M | $-65M | $305M | $78M | |
| Taxes Paid | $16M | $18M | $10M | · | · | · | |
| Free Cash Flow | $194M | $156M | $107M | $11M | $-1M | · |
Redditività 7
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Operating Margin | · | 5.5% | 1.0% | -8.6% | -1.6% | · | |
| Net Margin | 10.2% | 6.5% | 2.8% | 4.1% | -7.5% | · | |
| Pretax Margin | 9.6% | 7.8% | 4.5% | 1.4% | -8.8% | · | |
| EBITDA Margin | 2.6% | 8.8% | 5.6% | -4.3% | 1.9% | · | |
| ROA | 7.8% | 4.8% | 1.9% | 2.7% | -5.6% | · | |
| ROE | 80.3% | 64.4% | 37.1% | -24.2% | 28.2% | · | |
| ROIC | · | 21.7% | 2.9% | -14.8% | 6.0% | · |
Liquidità e Solvibilità 4
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Current Ratio | · | 0.9 | 1.5 | 1.4 | 1.8 | · | |
| Quick Ratio | · | 0.3 | 0.2 | 0.2 | 0.6 | · | |
| Debt / Equity | 0.8 | 0.7 | 1.4 | 1.8 | -0.4 | · | |
| LT Debt / Equity | 0.8 | 0.7 | 1.4 | 1.8 | -0.4 | · |
Efficienza 2
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.7 | 0.7 | 0.7 | 0.7 | · | |
| Receivables Turnover | 16.1 | 15.4 | 15.4 | 15.0 | 15.4 | · |
Tassi di Crescita 6
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue YoY | 17.3% | 20.9% | 30.4% | 27.2% | 23.9% | · | |
| Revenue CAGR 3Y | 22.7% | 26.1% | 27.2% | · | · | · | |
| Revenue CAGR 5Y | 23.9% | · | · | · | · | · | |
| Net Income YoY | 90.6% | 177.9% | 1072.7% | · | · | · | |
| Net Income CAGR 3Y | 296.0% | · | 40.5% | · | · | · | |
| Net Income CAGR 5Y | 71.1% | · | · | · | · | · |
Valutazione (TTM) 13
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.46B | $1.24B | $1.03B | $788M | $619M | · | |
| Net Income TTM | $149M | $78M | $28M | $2M | $-61M | · | |
| Market Cap | · | $3.33B | $2.65B | $2.85B | $4.73B | · | |
| Enterprise Value | · | $3.26B | $2.68B | $2.86B | $4.59B | · | |
| P/E | · | · | · | · | -25.3 | · | |
| P/S | · | 2.7 | 2.6 | 3.6 | 7.6 | · | |
| P/B | · | 22.2 | 28.6 | 48.1 | -14.6 | · | |
| P / Cash Flow | · | 18.8 | 19.8 | 51.5 | 111.8 | · | |
| P / FCF | · | 21.4 | 24.7 | 260.3 | -4340.7 | · | |
| EV / EBITDA | · | 30.9 | 47.6 | -85.0 | 380.0 | · | |
| EV / FCF | · | 20.9 | 25.0 | 261.5 | -4213.2 | · | |
| EV / Revenue | · | 2.6 | 2.6 | 3.6 | 7.4 | · | |
| Earnings Yield | · | · | · | · | -4.0% | · |
Conto Economico 10
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $355M | $312M | $388M | $380M | $379M | $328M | $333M | $323M | $313M | $272M | $272M | $276M | $261M | $218M | $197M | $217M | |
| SG&A Expense | $95M | $72M | $25M | $24M | $162M | $144M | $20M | $21M | $21M | $20M | $21M | $22M | $21M | $21M | $25M | $24M | |
| Operating Expenses | $351M | $331M | · | · | $321M | $294M | · | · | · | · | · | · | · | · | · | · | |
| Operating Income | · | · | · | $34M | $48M | $26M | · | $10M | $38M | $12M | · | $16M | $17M | $-16M | $-36M | $-21M | |
| Interest Income | $11M | $10M | $10M | $10M | $10M | $9M | $9M | $10M | $11M | $9M | $9M | $7M | $6M | · | · | · | |
| Other Non-op | $-28.0K | $-922.0K | $-33M | $-21M | $-5M | $-2M | $-34M | $8M | $12M | $7M | $-20M | $6M | $4M | $6M | $2M | $662.0K | |
| Pretax Income | $2M | $-21M | $40M | $13M | $53M | $33M | $14M | $18M | $48M | $13M | $14M | $23M | $19M | $-11M | $-29M | $26M | |
| Income Tax | $-6M | $-8M | $11M | $-33M | $6M | $5M | $5M | $-1M | $6M | $5M | $5M | $5M | $4M | $4M | $3M | $-91.0K | |
| Net Income | $8M | $-13M | $29M | $46M | $47M | $27M | $8M | $19M | $43M | $8M | $9M | $19M | $16M | $-15M | $-44M | $24M | |
| EBITDA | · | $10M | · | $44M | $57M | $35M | · | $19M | $48M | $23M | · | $27M | $28M | $-3M | · | $-12M |
Stato Patrimoniale 27
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $298M | $212M | $160M | $160M | $140M | $128M | $105M | $147M | $121M | $131M | $108M | $91M | $114M | $63M | $95M | $180M | |
| Short-term Investments | · | · | · | $130M | $119M | $105M | · | $62M | $65M | · | · | · | · | · | · | · | |
| Receivables | $27M | $28M | $96M | $107M | $108M | $98M | $85M | $93M | $88M | $72M | · | $82M | $77M | $63M | · | $70M | |
| Inventory | $25M | $32M | $12M | $14M | $18M | $14M | $18M | $9M | $14M | $4M | · | $2M | $5M | $5M | · | · | |
| Prepaid Expense | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $47M | |
| Other Current Assets | · | · | · | $99M | $116M | $102M | · | $78M | $84M | $81M | · | $57M | $64M | $58M | · | · | |
| Current Assets | · | · | · | $1.21B | $1.21B | $998M | · | $1.01B | $1.01B | $1.24B | · | $1.25B | $1.18B | $926M | · | $1.05B | |
| PP&E (Net) | $17M | $17M | $16M | $17M | $17M | $18M | $18M | $19M | $20M | $20M | · | $22M | $23M | $25M | · | $28M | |
| Goodwill | $114M | $114M | $114M | $114M | $114M | $114M | $114M | $114M | $114M | $114M | · | $114M | $115M | $115M | $115M | $115M | |
| Intangibles | $89M | $89M | $89M | $88M | $87M | $87M | $90M | $92M | $83M | $88M | · | $96M | $104M | $103M | · | $102M | |
| Other Non-current Assets | · | · | · | $86M | $67M | $63M | · | $55M | $47M | $49M | · | $38M | $41M | $40M | · | $263M | |
| Total Assets | $2.15B | $2.02B | $2.09B | $2.15B | $2.04B | $1.82B | $1.71B | $1.82B | $1.73B | $1.57B | · | $1.58B | $1.55B | $1.30B | · | $1.34B | |
| Accounts Payable | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $26M | |
| Accrued Liabilities | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $48M | |
| Current Liabilities | · | · | · | $1.22B | $1.15B | $987M | · | $1.00B | $970M | $849M | · | $891M | $849M | $695M | · | $721M | |
| Capital Leases | · | · | · | $41M | $41M | $42M | · | $45M | $47M | $49M | · | $52M | $77M | $79M | · | · | |
| Deferred Tax | $244.0K | $6M | $23M | $24M | $22M | $18M | $18M | $21M | $18M | $15M | · | $18M | $17M | $14M | · | $14M | |
| Other Non-current Liabilities | · | · | · | $14M | $3M | $2M | · | $4M | $3M | $3M | · | $4M | $5M | $4M | · | $7M | |
| Total Liabilities | $1.41B | $1.29B | $1.35B | $1.44B | $1.38B | $1.20B | $1.10B | $1.21B | $1.19B | $1.06B | · | $1.11B | $1.09B | $945M | · | $955M | |
| Long-term Debt | $216M | $229M | $178M | $104M | $153M | $133M | $106M | $123M | $98M | $91M | · | $76M | $81M | $89M | · | $136M | |
| Total Debt | $216M | $229M | · | $178M | $153M | $133M | · | $124M | $99M | $97M | · | $76M | $81M | $89M | · | $136M | |
| Paid-in Capital | $624M | $626M | $623M | $622M | $605M | $607M | $604M | $602M | $555M | $564M | · | $558M | $557M | $554M | · | $546M | |
| Retained Earnings | $-407M | $-407M | $-403M | $-412M | $-433M | $-444M | $-452M | $-455M | $-460M | $-470M | · | $-484M | $-489M | $-492M | · | $-446M | |
| AOCI | $-1M | $-66.0K | $1M | $998.0K | $262.0K | $-455.0K | $-2M | $1M | $-667.0K | $-236.0K | · | $-176.0K | $83.0K | $-272.0K | · | $-2M | |
| Stockholders' Equity | $215M | $219M | $221M | $212M | $172M | $163M | $150M | $148M | $94M | $94M | · | $74M | $67M | $62M | · | $99M | |
| Liabilities + Equity | $2.15B | $2.02B | $2.09B | $2.15B | $2.04B | $1.82B | $1.71B | $1.82B | $1.73B | $1.57B | · | $1.58B | $1.55B | $1.30B | · | $1.34B | |
| Shares Outstanding | 346,801,330 | · | · | 346,042,267 | 345,815,692 | 345,219,009 | · | 345,158,709 | 341,070,926 | 340,154,703 | · | 339,978,229 | 339,904,789 | 338,978,402 | · | 338,961,435 |
Flusso di cassa 16
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $10M | $10M | $9M | $9M | $9M | $9M | $9M | $10M | $11M | $11M | $11M | $10M | $14M | $10M | $9M | |
| Stock-based Comp | $5M | $5M | $4M | $5M | $5M | $4M | $4M | $4M | $4M | $5M | $5M | $5M | $4M | $4M | $4M | $4M | |
| Deferred Tax | $-13M | $-14M | $-90.0K | $-36M | $3M | $-939.0K | $157.0K | $788.0K | $3M | $-571.0K | $-2M | $1M | $3M | $937.0K | $-400.0K | $820.0K | |
| Amort. of Intangibles | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $7M | $7M | $8M | $7M | $7M | $7M | $6M | $6M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | $473.0K | $3M | $6M | · | · | |
| Other Non-cash | · | $28M | · | · | · | $4M | · | · | · | $36M | · | · | · | $-5M | · | · | |
| Operating Cash Flow | $170M | $16M | $29M | $92M | $54M | $44M | $-13M | $67M | $64M | $58M | $1M | $62M | $59M | $12M | $-38M | $34M | |
| CapEx | $8M | $8M | $6M | $7M | $6M | $5M | $4M | $5M | $7M | $5M | $5M | $5M | $8M | $8M | $11M | $12M | |
| Investing Cash Flow | $-43M | $-40M | $-62M | $-91M | $-27M | $-4M | $-56M | $-83M | $-462M | $-18M | $-18M | $-3M | $-6M | $-25M | $-12M | $-27M | |
| Debt Issued | $43M | $58M | $16M | $48M | $32M | $160M | $9M | $27M | $17M | $8M | $61M | $29M | $44M | $28M | $3M | $49M | |
| Net Debt Issued | · | $52M | · | · | · | $39M | · | · | · | $-37M | · | · | · | $-19M | · | · | |
| Stock Issued | · | · | · | · | · | · | · | $0 | · | · | · | $0 | · | · | · | $0 | |
| Financing Cash Flow | $-26M | $91M | $-483.0K | $931.0K | $15M | $14M | $-20M | $24M | $-14M | $-37M | $55M | $-5M | $72M | $-19M | $-29M | $49M | |
| Net Change in Cash | $101M | $68M | $-34M | $2M | $44M | $53M | $-91M | $8M | $-411M | $3M | $39M | $53M | $125M | $-32M | $-77M | $55M | |
| Taxes Paid | $18M | $230.0K | · | · | $12M | $101.0K | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $9M | · | · | · | $38M | · | · | · | $54M | · | · | · | $4M | · | · |
Redditività 7
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | · | · | 9.0% | 12.9% | 8.1% | · | 3.1% | 12.2% | 4.5% | · | 5.9% | 6.6% | -7.5% | · | -9.8% | |
| Net Margin | 2.3% | -4.1% | · | 12.2% | 12.8% | 8.5% | · | 5.9% | 13.6% | 3.0% | · | 6.8% | 0.92% | -0.96% | · | 6.8% | |
| Pretax Margin | 0.63% | -6.7% | · | 3.5% | 14.5% | 10.3% | · | 5.6% | 15.5% | 4.9% | · | 8.4% | 7.4% | -5.2% | · | 11.9% | |
| EBITDA Margin | · | 3.1% | · | 11.5% | 15.3% | 11.0% | · | 6.0% | 15.3% | 8.4% | · | 9.8% | 10.6% | -1.3% | · | -5.7% | |
| ROA | 0.38% | -0.66% | · | 2.3% | 2.5% | 1.6% | · | 1.1% | 2.6% | 0.57% | · | 1.3% | 0.18% | -0.18% | · | 2.0% | |
| ROE | 4.2% | -6.7% | · | 25.7% | 35.4% | 21.3% | · | 17.1% | 52.7% | 10.5% | · | 21.5% | 3.5% | -3.1% | · | 34.5% | |
| ROIC | · | · | · | 30.5% | 13.0% | 7.2% | · | 3.9% | 17.3% | 3.9% | · | 8.6% | 9.4% | -14.4% | · | -9.1% |
Liquidità e Solvibilità 4
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | 1.0 | 1.1 | 1.0 | · | 1.0 | 1.0 | 1.5 | · | 1.4 | 1.4 | 1.3 | · | 1.5 | |
| Quick Ratio | · | · | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.3 | |
| Debt / Equity | 1.0 | 1.0 | · | 0.8 | 0.9 | 0.8 | · | 0.8 | 1.1 | 1.0 | · | 1.0 | 1.2 | 1.4 | · | 1.4 | |
| LT Debt / Equity | 1.0 | 1.0 | · | 0.5 | 0.9 | 0.8 | · | 0.8 | 1.0 | 1.0 | · | 1.0 | 1.2 | 1.4 | · | 1.4 |
Efficienza 2
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.3 | |
| Receivables Turnover | 5.2 | 5.0 | · | 3.8 | 3.8 | 3.8 | · | 3.7 | 3.8 | 4.0 | · | 3.6 | 3.9 | 3.9 | · | 6.2 |
Valutazione (TTM) 12
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.43B | $1.39B | · | $1.39B | $1.32B | $1.23B | · | $1.18B | $1.12B | $1.03B | · | $972M | $902M | $809M | · | $745M | |
| Net Income TTM | $89M | $108M | · | $140M | $136M | $97M | · | $88M | $85M | $27M | · | $43M | $19M | $31M | · | $46M | |
| Market Cap | $4.13B | · | · | $4.17B | $3.50B | $3.12B | · | $3.51B | $3.55B | $3.11B | · | $2.78B | $3.18B | $2.96B | · | $3.05B | |
| Enterprise Value | $4.05B | · | · | $4.05B | $3.39B | $3.02B | · | $3.43B | $3.46B | $3.08B | · | $2.76B | $3.15B | $2.99B | · | $3.00B | |
| P/S | 2.9 | · | · | 3.0 | 2.6 | 2.5 | · | 3.0 | 3.2 | 3.0 | · | 2.9 | 3.5 | 3.7 | · | 4.1 | |
| P/B | 19.2 | · | · | 19.7 | 20.3 | 19.2 | · | 23.7 | 37.6 | 33.3 | · | 37.4 | 47.2 | 47.7 | · | 30.7 | |
| P / Tangible Book | 344.2 | · | · | 460.4 | · | · | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | · | · | · | · | 71.2 | · | · | · | 53.4 | · | · | · | 252.6 | · | · | |
| P / FCF | · | · | · | · | · | 81.2 | · | · | · | 58.0 | · | · | · | 824.1 | · | · | |
| EV / EBITDA | · | · | · | 92.7 | 60.0 | 85.8 | · | 177.8 | 72.0 | 135.1 | · | 102.8 | 113.9 | -1088.2 | · | -243.5 | |
| EV / FCF | · | · | · | · | · | 78.6 | · | · | · | 57.3 | · | · | · | 831.2 | · | · | |
| EV / Revenue | 2.8 | · | · | 2.9 | 2.6 | 2.5 | · | 2.9 | 3.1 | 3.0 | · | 2.8 | 3.5 | 3.7 | · | 4.0 |
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
Conto Economico
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ricavi | $1.46B | $1.24B | $1.03B | $788M | $619M |
| Margine Operativo % | — | 5.5% | 1.0% | -8.6% | -1.6% |
| Utile netto | $149M | $78M | $28M | $2M | $-61M |
| EPS Diluito | — | — | — | — | $-0.56 |
Stato Patrimoniale
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto | 0.8 | 0.7 | 1.4 | 1.8 | -0.4 |
| Rapporto corrente | — | 0.9 | 1.5 | 1.4 | 1.8 |
| Quick Ratio | — | 0.3 | 0.2 | 0.2 | 0.6 |
Flusso di cassa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flusso di cassa libero | $194M | $156M | $107M | $11M | $-1M |
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Proprietari istituzionali (13F) 138 filer · $1.0B 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 |
|---|---|---|---|---|
| 27 (+8 vs trimestre precedente) | 8 (-9 vs trimestre precedente) | 37 (+8 vs trimestre precedente) | 33 (-2 vs trimestre precedente) | +5.1M |
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 |
|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $617.456.000 | 51.800.000 | 61,42% | Azioni |
| NEUBERGER BERMAN GROUP LLC | $112.452.624 | 9.433.945 | 11,19% | Azioni |
| Polar Capital Holdings Plc | $71.520.000 | 6.000.000 | 7,11% | Azioni |
| Markel Group Inc. | $35.897.400 | 3.108.000 | 3,57% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $22.987.625 | 1.928.492 | 2,29% | Azioni |
| Greenhaven Road Investment Management, L.P. | $22.235.926 | 1.865.430 | 2,21% | Azioni |
| Pembroke Management, LTD | $20.298.878 | 1.702.926 | 2,02% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $19.671.922 | 1.650.329 | 1,96% | Azioni |
| Lincoln Capital LLC | $11.605.924 | 973.651 | 1,15% | Azioni |
| ROYCE & ASSOCIATES LP | $6.258.000 | 525.000 | 0,62% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $4.338.281 | 363.720 | 0,43% | Azioni |
| FIRST TRUST ADVISORS LP | $4.003.355 | 335.852 | 0,40% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $3.745.371 | 314.209 | 0,37% | Azioni |
| SCHOLTZ & COMPANY, LLC | $3.676.188 | 308.405 | 0,37% | Azioni |
| STATE STREET CORP | $3.151.159 | 264.359 | 0,31% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $2.847.462 | 238.881 | 0,28% | Azioni |
| BROWN ADVISORY INC | $2.598.560 | 218.000 | 0,26% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.550.248 | 213.947 | 0,25% | Azioni |
| Woodline Partners LP | $2.537.983 | 212.918 | 0,25% | Azioni |
| Garner Asset Management Corp | $2.060.074 | 172.825 | 0,20% | Azioni |
| OXFORD FINANCIAL GROUP, LTD. LLC | $2.026.400 | 170.000 | 0,20% | Azioni |
| LPL Financial LLC | $1.817.812 | 152.501 | 0,18% | Azioni |
| National Philanthropic Trust | $1.788.000 | 150.000 | 0,18% | Azioni |
| MORGAN STANLEY | $1.729.461 | 145.089 | 0,17% | Azioni |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.546.620 | 129.750 | 0,15% | Azioni |
| PALISADE CAPITAL MANAGEMENT, LP | $1.414.388 | 118.657 | 0,14% | Azioni |
| GABELLI & Co INVESTMENT ADVISERS, INC. | $1.231.336 | 103.300 | 0,12% | Azioni |
| UBS Group AG | $1.194.312 | 100.194 | 0,12% | Azioni |
| TD Asset Management Inc | $1.194.193 | 100.184 | 0,12% | Azioni |
| OPPENHEIMER & CO INC | $1.065.851 | 89.417 | 0,11% | Azioni |
| TWO SIGMA ADVISERS, LP | $1.064.448 | 79.200 | 0,11% | Azioni |
| Swiss National Bank | $966.235 | 81.060 | 0,10% | Azioni |
| RENAISSANCE TECHNOLOGIES LLC | $873.355 | 73.268 | 0,09% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $853.591 | 71.610 | 0,08% | Azioni |
| Bristlecone Value Partners, LLC | $716.308 | 60.093 | 0,07% | Azioni |
| 17 CAPITAL PARTNERS, LLC | $652.799 | 54.765 | 0,06% | Azioni |
| Trexquant Investment LP | $609.851 | 51.162 | 0,06% | Azioni |
| D. E. Shaw & Co., Inc. | $573.698 | 48.129 | 0,06% | Azioni |
| AMERICAN CENTURY COMPANIES INC | $552.671 | 46.365 | 0,05% | Azioni |
| BANK OF MONTREAL /CAN/ | $552.277 | 46.332 | 0,05% | Azioni |
| Vident Advisory, LLC | $510.355 | 42.815 | 0,05% | Azioni |
| E. Ohman J:or Asset Management AB | $480.558 | 45.637 | 0,05% | Azioni |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $476.124 | 45.216 | 0,05% | Azioni |
| Schonfeld Strategic Advisors LLC | $447.739 | 37.562 | 0,04% | Azioni |
| Bank of New York Mellon Corp | $415.925 | 34.893 | 0,04% | Azioni |
| Connor, Clark & Lunn Investment Management Ltd. | $396.638 | 33.275 | 0,04% | Azioni |
| CITADEL ADVISORS LLC | $385.457 | 32.337 | 0,04% | Azioni |
| RAYMOND JAMES FINANCIAL INC | $368.328 | 30.900 | 0,04% | Azioni |
| VANGUARD ASSET MANAGEMENT, Ltd | $364.013 | 30.538 | 0,04% | Azioni |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $351.765 | 33.406 | 0,03% | Azioni |
| Dockside LLC | $309.503 | 25.965 | 0,03% | Azioni |
| Meixler Investment Management, Ltd. | $304.258 | 25.525 | 0,03% | Azioni |
| BARCLAYS PLC | $301.695 | 25.310 | 0,03% | Azioni |
| Corton Capital Inc. | $290.850 | 24.157 | 0,03% | Azioni |
| BANK OF AMERICA CORP /DE/ | $286.319 | 24.020 | 0,03% | Azioni |
| CANADA PENSION PLAN INVESTMENT BOARD | $267.008 | 22.400 | 0,03% | Azioni |
| CITADEL ADVISORS LLC | $262.240 | 22.000 | 0,03% | Opzione Call |
| HSBC HOLDINGS PLC | $257.756 | 21.642 | 0,03% | Azioni |
| Painted Porch Advisors LLC | $222.165 | 18.638 | 0,02% | Azioni |
| CITADEL ADVISORS LLC | $209.792 | 17.600 | 0,02% | Opzione Put |
| NORTHERN TRUST CORP | $208.111 | 17.459 | 0,02% | Azioni |
| GOLDMAN SACHS GROUP INC | $207.074 | 17.372 | 0,02% | Azioni |
| KLP KAPITALFORVALTNING AS | $201.448 | 16.900 | 0,02% | Azioni |
| XTX Topco Ltd | $191.197 | 16.040 | 0,02% | Azioni |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $183.115 | 15.362 | 0,02% | Azioni |
| Vanguard Global Advisers, LLC | $181.971 | 15.266 | 0,02% | Azioni |
| Waverly Advisors, LLC | $179.336 | 15.045 | 0,02% | Azioni |
| VANGUARD GROUP INC | $178.443 | 13.277 | 0,02% | Azioni |
| Sequoia Financial Advisors, LLC | $169.825 | 14.247 | 0,02% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $169.049 | 14.182 | 0,02% | Azioni |
| BlackRock, Inc. | $162.672 | 13.647 | 0,02% | Azioni |
| Steward Partners Investment Advisory, LLC | $160.133 | 13.434 | 0,02% | Azioni |
| ROYAL BANK OF CANADA | $160.000 | 13.400 | 0,02% | Azioni |
| Vanguard Investments Australia, Ltd. | $158.262 | 13.277 | 0,02% | Azioni |
| JANUS HENDERSON GROUP PLC | $157.319 | 14.933 | 0,02% | Azioni |
| R Squared Ltd | $150.609 | 12.635 | 0,01% | Azioni |
| VICTORY CAPITAL MANAGEMENT INC | $134.934 | 11.320 | 0,01% | Azioni |
| ARIZONA STATE RETIREMENT SYSTEM | $132.968 | 11.155 | 0,01% | Azioni |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $129.260 | 10.844 | 0,01% | Azioni |
| JANE STREET GROUP, LLC | $126.352 | 10.600 | 0,01% | Opzione Call |
| WCM INVESTMENT MANAGEMENT, LLC | $117.870 | 10.023 | 0,01% | Azioni |
| Legal & General Group Plc | $90.068 | 7.556 | 0,01% | Azioni |
| CAZ INVESTMENTS LP | $89.400 | 7.500 | 0,01% | Azioni |
| T. Rowe Price Investment Management, Inc. | $72.581 | 6.088.981 | 0,01% | Azioni |
| Integrated Wealth Concepts LLC | $62.530 | 5.246 | 0,01% | Azioni |
| IFP Advisors, Inc | $36.416 | 3.055 | 0,00% | Azioni |
| MRP Capital Investments, LLC | $35.760 | 3.000 | 0,00% | Azioni |
| Ancora Advisors LLC | $28.095 | 2.357 | 0,00% | Azioni |
| SIMPLEX TRADING, LLC | $24.543 | 2.059 | 0,00% | Azioni |
| DEUTSCHE BANK AG\ | $18.726 | 1.571 | 0,00% | Azioni |
| WELLS FARGO & COMPANY/MN | $18.023 | 1.512 | 0,00% | Azioni |
| Center for Financial Planning, Inc. | $17.916 | 1.503 | 0,00% | Azioni |
| JONES FINANCIAL COMPANIES LLLP | $17.581 | 1.495 | 0,00% | Azioni |
| CITIGROUP INC | $17.534 | 1.471 | 0,00% | Azioni |
| TRUST CO OF VERMONT | $15.496 | 1.300 | 0,00% | Azioni |
| Geneos Wealth Management Inc. | $11.920 | 1.000 | 0,00% | Azioni |
| FMR LLC | $9.989 | 838 | 0,00% | Azioni |
| MERCER GLOBAL ADVISORS INC /ADV | $9.453 | 793 | 0,00% | Azioni |
| Rockefeller Capital Management L.P. | $8.582 | 720 | 0,00% | Azioni |
| Farther Finance Advisors, LLC | $6.043 | 507 | 0,00% | Azioni |
Insider aziendali 10 insider · 2 dirigenti · 5 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Jeffrey Edward Briglia | President of Insurance | 01 Luglio 2026 F | 157.135 | 0 | 0 | $0 |
| Kevin M Delaney | Chief Accounting Officer | 02 Luglio 2026 S | 83.972 | 0 | 3 | $-163.227 |
| Henrik Waersted Bjornstad | Direttore | 01 Luglio 2026 A | 10.114 | 0 | 0 | $0 |
| Robert I. Kauffman | Direttore | 16 Settembre 2025 S | 1.221.389 | 0 | 12 | $-3.221.243 |
| Aldel Investors LLC | Direttore | 12 Aprile 2021 P | 515.000 | 0 | 0 | $0 |
| Charles E. Nearburg | Direttore | 09 Aprile 2021 P | 215.000 | 0 | 0 | $0 |
| Martin S. Friedman | Direttore | 09 Aprile 2021 P | 25.000 | 0 | 0 | $0 |
| Hagerty Holding Corp. | Proprietario del 10% | 13 Agosto 2025 C | 0 | 0 | 0 | $0 |
| State Farm Mutual Automobile Insurance Company | Proprietario del 10% | 05 Luglio 2024 J | 56.040.881 | 0 | 0 | $0 |
| MARKEL GROUP INC. | Proprietario del 10% | 03 Luglio 2024 J | 3.108.000 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Attivisti e proprietari del 5%+ 5 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 |
|---|---|---|---|---|---|
| MARKEL GROUP INC. ×5 depositi | 15 Aprile 2026 | 44,80% | Modifica | Campagna per il consiglio di amministrazione | SEC |
| State Farm Mutual Automobile Insurance Company ×7 depositi | 06 Novembre 2025 | 53,50% | Modifica | — | SEC |
| HAGERTY HOLDING CORP. ×3 depositi | 15 Agosto 2025 | 62,40% | Modifica | — | SEC |
| Markel Corporation | 10 Dicembre 2021 | — | Deposito iniziale | Investimento passivo | SEC |
| Aldel Investors LLC, Aldel LLC, Robert I. Kauffman | 17 Maggio 2021 | — | 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 23 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 |
|---|---|---|---|---|
| NBSM · Neuberger Berman ETF Trust | 1,38% | 304.875 NS | 31 Maggio 2026 | N-PORT |
| OASC · Unified Series Trust | 0,37% | 30.512 NS | 31 Maggio 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,22% | 221.795 NS | 30 Aprile 2026 | N-PORT |
| SMMV · iShares Trust | 0,08% | 17.694 SH | 08 Agosto 2026 | Giornaliero |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,06% | 65.750 NS | 30 Aprile 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 0,05% | 1.619 NS | 31 Maggio 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,04% | 20.681 NS | 30 Aprile 2026 | N-PORT |
| ISCG · iShares Trust | 0,02% | 15.047 SH | 08 Agosto 2026 | Giornaliero |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,02% | 41.260 NS | 31 Maggio 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 433.617 SH | 08 Agosto 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | 0,01% | 1.047.706 SH | 08 Agosto 2026 | Giornaliero |
| VBK · VANGUARD INDEX FUNDS | 0,01% | 602.623 SH | 08 Agosto 2026 | Giornaliero |
| ISCB · iShares Trust | 0,01% | 1.857 SH | 08 Agosto 2026 | Giornaliero |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 174.838 NS | 31 Maggio 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,01% | 11.235 NS | 30 Aprile 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 2.470 SH | 08 Agosto 2026 | Giornaliero |
| DFAS · Dimensional ETF Trust | 0,00% | 42.386 NS | 30 Aprile 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1.173 NS | 30 Aprile 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 23.635 NS | 31 Maggio 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 1.000 NS | 30 Aprile 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 5.045 NS | 30 Aprile 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1.446.997 SH | 08 Agosto 2026 | Giornaliero |
| DFUS · Dimensional ETF Trust | 0,00% | 958 NS | 30 Aprile 2026 | N-PORT |