WTM White Mountains Insurance Group, Ltd. Common Stock
O White Mountains Insurance Group, Ltd. Common Stock Przegląd firmy z Wikipedii
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.
Czytaj więcej
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.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
WTM Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
WTM Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
| Data ex-dywidendy | Kwota |
|---|---|
| 16 marca 2026 | $1,0000 |
| 17 marca 2025 | $1,0000 |
| 8 marca 2024 | $1,0000 |
| 10 marca 2023 | $1,0000 |
| 11 marca 2022 | $1,0000 |
| 12 marca 2021 | $1,0000 |
| 13 marca 2020 | $1,0000 |
| 15 marca 2019 | $1,0000 |
| 16 marca 2018 | $1,0000 |
| 16 marca 2017 | $1,0000 |
| 17 marca 2016 | $1,0000 |
| 12 marca 2015 | $1,0000 |
| 13 marca 2014 | $1,0000 |
| 14 marca 2013 | $1,0000 |
| 22 marca 2012 | $1,0000 |
| 17 marca 2011 | $1,0000 |
| 18 marca 2010 | $1,0000 |
| 12 marca 2009 | $1,0000 |
| 12 czerwca 2008 | $2,0000 |
| 13 marca 2008 | $2,0000 |
WTM Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
- Mocne kupno 0 0,0%
- Kup 0 0,0%
- Trzymaj 3 37,5%
- Sprzedaj 4 50,0%
- Mocna sprzedaż 1 12,5%
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $80.58 | $75.75 | 4.8% |
| 30 czerwca 2025 | $47.75 | $57.57 | -9.8% |
| 31 marca 2025 | $13.19 | $-14.14 | 27.3% |
| 31 grudnia 2024 | $-50.78 | $-33.33 | -17.4% |
| 30 września 2024 | $69.68 | $99.99 | -30.3% |
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| 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% | — |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 13
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.73B | $2.24B | $2.17B | $1.16B | $614M | $896M | $893M | $369M | $374M | $158M | $440M | $1.41B | |
| Cost of Revenue | $152M | $30M | $40M | $99M | $69M | $11M | $48M | $249M | $139M | $102M | $94M | · | |
| SG&A Expense | $607M | $490M | $433M | $364M | $292M | $208M | $328M | $234M | $208M | $176M | $201M | $216M | |
| Interest Expense | $78M | $61M | $63M | $40M | $20M | · | · | · | · | · | · | · | |
| Interest Income | · | · | · | $126M | $85M | $132M | $81M | $62M | $58M | $34M | $15M | $72M | |
| Pretax Income | $1.33B | $317M | $565M | $-149M | $-274M | $660M | $405M | $-178M | $8M | $-147M | $129M | $-29M | |
| Income Tax | $127M | $33M | $-16M | $41M | $44M | $-15M | $29M | $-4M | $-8M | $-33M | $13M | $-15M | |
| Net Income | $1.11B | $230M | $509M | $793M | $-275M | $663M | $377M | $-191M | $593M | $409M | $277M | $290M | |
| EPS (Basic) | $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) | $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) | 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) | 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 | $9M | $-6M | $-18M | $4M | $64M | · | · | $26M | $22M | $64M | $68M | $70M |
Bilans 14
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | $161M | $110M | $97M | $80M | $78M | $146M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | $175M | $211M | $377M | |
| Goodwill | $614M | $439M | $169M | $176M | $142M | $526M | $395M | $380M | $26M | $26M | $19M | $24M | |
| Intangibles | $406M | $281M | $202M | $216M | $198M | $257M | $260M | $155M | $36M | $19M | $31M | $39M | |
| Total Assets | $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 | $6.05B | $4.79B | $3.82B | $3.45B | $3.30B | $1.01B | $838M | $644M | $298M | $2.80B | $5.91B | $5.92B | |
| Long-term Debt | $837M | $562M | $565M | $575M | $421M | $376M | $284M | $193M | $24M | $13M | $338M | $343M | |
| Common Stock | $2M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $4M | $5M | $6M | $6M | |
| Paid-in Capital | $576M | $564M | $549M | $536M | $586M | $592M | · | · | · | · | · | · | |
| Retained Earnings | $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 | · | · | $-2M | $-4M | $2M | $-400.0K | $-7M | $-6M | · | $-5M | · | · | |
| Stockholders' Equity | $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 | $12.31B | $9.93B | $8.39B | $7.39B | $7.00B | $4.83B | $3.98B | $3.36B | $3.66B | $6.52B | $10.28B | $10.46B | |
| Shares Outstanding | 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 |
Przepływy pieniężne 16
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $9M | $-6M | $-18M | $4M | $22M | $10M | $30M | $26M | $22M | $20M | $4M | $35M | |
| Stock-based Comp | $18M | $16M | $15M | $14M | $15M | · | · | · | · | · | · | · | |
| Deferred Tax | $92M | $11M | $-47M | $13M | $35M | $-30M | $25M | $-8M | $-11M | $-12M | $11M | $-22M | |
| Amort. of Intangibles | $28M | $22M | $7M | $5M | $5M | $2M | $22M | $19M | $11M | $10M | $8M | $8M | |
| Other Non-cash | $-676M | $335M | $-56M | $-365M | $268M | · | · | $143M | $-510M | $-642M | $-176M | $-239M | |
| Operating Cash Flow | $550M | $587M | $404M | $365M | $39M | $-61M | $-120M | $-31M | $95M | $-155M | $182M | $119M | |
| Investing Cash Flow | $-667M | $-447M | $-544M | $116M | $-208M | $65M | $-60M | $459M | $718M | $1.28B | $11M | $48M | |
| Debt Issued | $295M | $37M | $12M | $214M | $402M | · | · | · | · | · | · | · | |
| Net Debt Issued | $277M | $-2M | $-13M | · | · | · | · | · | · | · | · | · | |
| Stock Issued | · | · | · | · | · | · | · | $0 | $0 | $4M | $0 | $0 | |
| Stock Repurchased | $203M | $8M | $33M | $616M | $108M | $85M | $0 | $512M | $715M | $881M | $269M | $128M | |
| Net Stock Activity | $-203M | $-8M | $-33M | $-616M | $-100M | · | · | $-512M | $-715M | $-878M | $-269M | $-128M | |
| Dividends Paid | $3M | $2M | $3M | $3M | $3M | $3M | $3M | $4M | $5M | $5M | $6M | $6M | |
| Financing Cash Flow | $36M | $4M | $7M | $-345M | $218M | $49M | $230M | $-414M | $-699M | $-948M | $-221M | $-130M | |
| Net Change in Cash | · | · | · | $107M | $63M | $14M | $51M | $13M | $16M | $2M | $-75M | $2M | |
| Taxes Paid | $31M | $34M | $43M | $10M | $-100.0K | $16M | $4M | $4M | $2M | $300.0K | $700.0K | $3M |
Rentowność 5
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 29.6% | 10.3% | 23.5% | 61.5% | -34.1% | · | · | -51.9% | 158.7% | 30.9% | 15.4% | 11.6% | |
| Pretax Margin | 35.6% | 14.1% | 26.1% | -12.9% | -32.0% | · | · | -48.3% | 2.1% | -3.0% | 8.6% | 12.0% | |
| EBITDA Margin | 0.24% | -0.29% | -0.82% | 0.37% | 6.7% | · | · | 7.0% | 6.0% | 4.7% | 3.7% | 2.8% | |
| ROA | 10.0% | 2.5% | 6.5% | 9.9% | -5.4% | · | · | -5.5% | 11.7% | 5.0% | 2.7% | 2.6% | |
| ROE | 22.3% | 5.3% | 12.8% | 19.5% | -8.6% | · | · | -6.0% | 16.7% | 11.2% | 7.1% | 7.4% |
Efektywność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.2 | 0.3 | 0.2 | 0.2 | · | · | 0.1 | 0.1 | 0.2 | 0.2 | 0.2 |
Stopy Wzrostu 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 66.8% | 3.4% | 87.1% | 88.5% | -31.4% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 47.8% | 53.9% | 34.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 33.1% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 379.1% | -54.8% | -28.3% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 15.8% | · | -4.3% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 13.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 380.2% | -54.8% | -35.8% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 11.8% | · | -8.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 10.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | -4.1% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 12
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.73B | $2.24B | $2.17B | $1.16B | $614M | $896M | $893M | $369M | $374M | $158M | $440M | $1.41B | |
| Net Income TTM | $1.11B | $230M | $509M | $793M | $-275M | $663M | $377M | $-191M | $593M | $409M | $277M | $290M | |
| Market Cap | $5.15B | $5.00B | $3.85B | $3.64B | $3.06B | · | · | $2.72B | $3.19B | $3.82B | $4.09B | $3.77B | |
| P/E | 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 | 1.4 | 2.2 | 1.8 | 3.1 | 5.0 | · | · | 7.4 | 8.5 | 24.2 | 9.3 | 2.7 | |
| P/B | 0.9 | 1.1 | 0.9 | 1.0 | 0.9 | · | · | 1.0 | 0.9 | 1.1 | 1.0 | 0.9 | |
| P / Tangible Book | 1.2 | 1.3 | 1.0 | 1.1 | 1.0 | 1.0 | · | · | · | · | · | · | |
| P / Cash Flow | 9.4 | 8.5 | 9.5 | 10.0 | 79.3 | · | · | -87.5 | 33.7 | -24.6 | 23.3 | 31.8 | |
| Dividend Yield | 0.05% | 0.05% | 0.07% | 0.08% | 0.10% | · | · | 0.14% | 0.14% | 0.14% | 0.15% | 0.16% | |
| Earnings Yield | 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 | 0.23% | 1.1% | 0.51% | 0.42% | -0.96% | · | · | -2.0% | 0.78% | 1.3% | 2.1% | 2.1% | |
| Annual Payout | $3M | $2M | $3M | $3M | $3M | $3M | $3M | $4M | $5M | $5M | $6M | $6M |
Rachunek zysków i strat 13
| Wskaźnik | Trend | 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 | $845M | $518M | $1.60B | $864M | $689M | $578M | $358M | $839M | $395M | $647M | $737M | $520M | $378M | $532M | $438M | $383M | |
| Cost of Revenue | $80M | $43M | $47M | $55M | $42M | $8M | $7M | $8M | $7M | $8M | $7M | $8M | $12M | $14M | $30M | $25M | |
| SG&A Expense | $143M | $145M | $196M | $177M | $132M | $96M | $120M | $122M | $122M | $125M | $134M | $100M | $103M | $96M | $107M | $86M | |
| Interest Expense | $20M | $19M | $22M | $20M | $19M | $18M | $14M | $17M | $15M | $15M | $18M | $16M | $14M | $15M | $13M | $10M | |
| Interest Income | · | · | · | · | · | · | · | $8M | · | · | · | · | $43M | $40M | · | $35M | |
| Pretax Income | $256M | $-26M | $901M | $179M | $176M | $72M | $-121M | $240M | $-35M | $233M | $328M | $21M | $17M | $199M | $129M | $-31M | |
| Income Tax | $25M | $800.0K | $87M | $17M | $13M | $10M | $4M | $12M | $6M | $11M | $-35M | $7M | $200.0K | $12M | $68M | $-7M | |
| Net Income | $200M | $-27M | $836M | $114M | $123M | $34M | $-130M | $179M | $-55M | $236M | $286M | $24M | $20M | $180M | $40M | $888M | |
| EPS (Basic) | $80.58 | $-12.59 | $325.02 | $44.18 | $47.75 | $13.19 | $-50.98 | $69.68 | $-21.24 | $92.33 | $111.93 | $9.19 | $7.65 | $69.83 | $15.73 | $306.93 | |
| EPS (Diluted) | $80.58 | $-12.59 | $325.02 | $44.18 | $47.75 | $13.19 | $-50.98 | $69.68 | $-21.24 | $92.33 | $111.93 | $9.19 | $7.65 | $69.83 | $15.73 | $306.93 | |
| Shares (Basic) | 2,407,600 | 2,447,300 | -5,090,300 | 2,542,300 | 2,541,400 | 2,540,900 | -5,063,400 | 2,532,700 | 2,531,800 | 2,531,100 | -5,059,200 | 2,522,900 | 2,524,800 | 2,538,800 | -5,946,600 | 2,855,500 | |
| Shares (Diluted) | 2,407,600 | 2,447,300 | -5,090,300 | 2,542,300 | 2,541,400 | 2,540,900 | -5,063,400 | 2,532,700 | 2,531,800 | 2,531,100 | -5,059,200 | 2,522,900 | 2,524,800 | 2,538,800 | -5,946,600 | 2,855,500 | |
| EBITDA | · | $5M | · | · | · | $1M | · | · | · | $-2M | · | · | · | $-2M | · | · |
Bilans 12
| Wskaźnik | Trend | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goodwill | $796M | $615M | $614M | $1.09B | $535M | $439M | $439M | $439M | $439M | $439M | $169M | $169M | $169M | $169M | $176M | $176M | |
| Intangibles | $388M | $396M | $406M | $301M | $271M | $276M | $281M | $286M | $292M | $297M | $202M | $203M | · | · | $216M | · | |
| Total Assets | $13.77B | $13.17B | $12.31B | $12.35B | $11.82B | $11.00B | $9.93B | $10.34B | $10.17B | $9.59B | · | $8.14B | $8.38B | $7.96B | · | $7.54B | |
| Total Liabilities | $7.51B | $6.99B | $6.05B | $6.63B | $6.48B | $5.87B | $4.79B | $5.08B | $5.29B | $4.70B | · | $3.98B | $4.25B | $3.87B | · | $3.68B | |
| Long-term Debt | $932M | $835M | $837M | $870M | $695M | $676M | $562M | $545M | $530M | $532M | · | $565M | $566M | $556M | · | $616M | |
| Common Stock | $2M | $2M | $2M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | · | $3M | $3M | $3M | · | $3M | |
| Paid-in Capital | $564M | $579M | $576M | $582M | $574M | $564M | $564M | $561M | $559M | $552M | · | $545M | $541M | $535M | · | $533M | |
| Retained Earnings | $4.82B | $4.79B | $4.85B | $4.18B | $4.07B | $3.94B | $3.92B | $4.05B | $3.86B | $3.92B | · | $3.40B | $3.38B | $3.37B | · | $3.18B | |
| AOCI | · | · | · | · | · | · | · | · | · | · | · | $-3M | $-2M | $-3M | · | $-3M | |
| Stockholders' Equity | $5.39B | $5.37B | $5.43B | $4.77B | $4.64B | $4.51B | $4.48B | $4.61B | $4.42B | $4.47B | · | $3.95B | $3.92B | $3.90B | · | $3.71B | |
| Liabilities + Equity | $13.77B | $13.17B | $12.31B | $12.35B | $11.82B | $11.00B | $9.93B | $10.34B | $10.17B | $9.59B | · | $8.14B | $8.38B | $7.96B | · | $7.54B | |
| Shares Outstanding | 2,386,721 | 2,476,670 | 2,479,677 | 2,575,161 | 2,575,136 | 2,573,726 | 2,568,148 | 2,568,148 | 2,568,283 | 2,565,733 | · | 2,560,452 | 2,560,452 | 2,564,484 | · | 2,576,232 |
Przepływy pieniężne 15
| Wskaźnik | Trend | 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 | $9M | $5M | $6M | $2M | $-800.0K | $1M | $1M | $-3M | $-3M | $-2M | $-8M | $-5M | $-3M | $-2M | $-3M | $-1M | |
| Stock-based Comp | $5M | $4M | $5M | $5M | $5M | $4M | $4M | $4M | $4M | $3M | $4M | $4M | $4M | $3M | $4M | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | $-900.0K | $-4M | $-9M | $18M | |
| Amort. of Intangibles | $9M | $10M | $10M | $8M | $5M | $5M | $5M | $5M | $6M | $6M | $2M | $2M | $3M | $2M | $-7M | $1M | |
| Other Non-cash | · | $49M | · | · | · | $-79M | · | · | · | $-201M | · | · | · | $-88M | · | · | |
| Operating Cash Flow | $-56M | $30M | $54M | $359M | $178M | $-40M | $64M | $269M | $217M | $36M | $24M | $223M | $71M | $86M | $208M | $117M | |
| Investing Cash Flow | $143M | $-30M | $-215M | $-295M | $-164M | $7M | $-163M | $-190M | $-195M | $101M | $-89M | $-232M | $-126M | $-97M | $-152M | $234M | |
| Debt Issued | $252M | $6M | $82M | $81M | $15M | $116M | $21M | $16M | $0 | $0 | $200.0K | $200.0K | · | · | $2M | · | |
| Net Debt Issued | · | $-2M | · | · | · | $115M | · | · | · | $-33M | · | · | · | · | · | · | |
| Stock Repurchased | $191M | $26M | $193M | $0 | $0 | $10M | $-200.0K | $0 | $0 | $8M | $0 | $0 | $7M | $25M | $5M | $509M | |
| Net Stock Activity | · | $-26M | · | · | · | $-10M | · | · | · | $-8M | · | · | · | $-25M | · | · | |
| Dividends Paid | $0 | $2M | $0 | $0 | $0 | $3M | $0 | $0 | $0 | $2M | $0 | $0 | $0 | $3M | $0 | $0 | |
| Financing Cash Flow | $-97M | $-49M | $-128M | $72M | $12M | $78M | $20M | $11M | $8M | $-34M | $24M | $18M | $7M | $-41M | $-47M | $-488M | |
| Net Change in Cash | · | · | · | · | · | · | · | · | · | · | · | · | $-48M | $-52M | · | $-138M | |
| Taxes Paid | $11M | $4M | $9M | $4M | $14M | $4M | $15M | $5M | $9M | $5M | $13M | $2M | $10M | $18M | $7M | $-600.0K |
Rentowność 5
| Wskaźnik | Trend | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 23.6% | -5.2% | · | 13.2% | 17.8% | 5.9% | · | 21.3% | -13.8% | 36.5% | · | 4.5% | 5.2% | 33.8% | · | 231.8% | |
| Pretax Margin | 30.3% | -4.9% | · | 20.7% | 25.6% | 12.5% | · | 28.5% | -8.8% | 35.9% | · | 4.1% | 4.6% | 37.4% | · | -8.1% | |
| EBITDA Margin | · | 0.93% | · | · | · | 0.19% | · | · | · | -0.32% | · | · | · | -0.45% | · | · | |
| ROA | 1.6% | -0.23% | · | 1.0% | 1.1% | 0.33% | · | 1.9% | -0.59% | 2.7% | · | 0.30% | 0.24% | 2.3% | · | 12.1% | |
| ROE | 4.0% | -0.55% | · | 2.4% | 2.7% | 0.76% | · | 4.2% | -1.3% | 5.7% | · | 0.62% | 0.54% | 4.8% | · | 24.6% |
Efektywność 1
| Wskaźnik | Trend | 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 | 0.1 | 0.0 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.0 | 0.1 | · | 0.1 | 0.0 | 0.1 | · | 0.1 |
Wycena (TTM) 10
| Wskaźnik | Trend | 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 | $2.92B | $2.65B | · | $2.97B | $2.50B | $2.46B | · | $2.40B | $1.94B | $2.08B | · | $1.81B | $1.37B | $1.25B | · | $628M | |
| Net Income TTM | $409M | $243M | · | $450M | $281M | $395M | · | $384M | $225M | $459M | · | $1.11B | $918M | $932M | · | $381M | |
| Market Cap | $4.95B | $5.44B | · | $4.30B | $4.62B | $4.96B | · | $4.36B | $4.67B | $4.60B | · | $3.83B | $3.56B | $3.53B | · | $3.36B | |
| P/E | 13.0 | 23.7 | · | 9.6 | 16.4 | 12.5 | · | 11.3 | 20.7 | 10.0 | · | 3.8 | 4.2 | 4.2 | · | 9.2 | |
| P/S | 1.7 | 2.1 | · | 1.4 | 1.8 | 2.0 | · | 1.8 | 2.4 | 2.2 | · | 2.1 | 2.6 | 2.8 | · | 5.3 | |
| P/B | 0.9 | 1.0 | · | 0.9 | 1.0 | 1.1 | · | 0.9 | 1.1 | 1.0 | · | 1.0 | 0.9 | 0.9 | · | 0.9 | |
| P / Tangible Book | 1.2 | 1.2 | · | 1.3 | 1.2 | 1.3 | · | 1.1 | 1.3 | 1.2 | · | 1.1 | 0.9 | 0.9 | · | 1.0 | |
| P / Cash Flow | · | 178.4 | · | · | · | -123.3 | · | · | · | 126.1 | · | · | · | 41.3 | · | · | |
| Earnings Yield | 7.7% | 4.2% | · | 10.5% | 6.1% | 8.0% | · | 8.8% | 4.8% | 10.0% | · | 26.3% | 23.6% | 24.0% | · | 10.8% | |
| Payout Ratio | · | -8.8% | · | · | · | 7.7% | · | · | · | 1.1% | · | · | · | 1.5% | · | · |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Przychody | $3.73B | $2.24B | $2.17B | $1.16B | $614M |
| Zysk netto | $1.11B | $230M | $509M | $793M | $-275M |
| Rozwodniony EPS | $430.14 | $89.79 | $198.60 | $276.96 | $-89.46 |
Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów
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Właściciele instytucjonalni (13F) 375 emitentów · $3.5B łącznie · Na dzień 30 czerwca 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 42 (-4 vs poprzedni kw.) | 40 (+14 vs poprzedni kw.) | 91 (-19 vs poprzedni kw.) | 132 (+27 vs poprzedni kw.) | +221K |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $315 302 491 | 152 071 | 9,04% | Akcje |
| NEUBERGER BERMAN GROUP LLC | $245 074 723 | 118 200 | 7,03% | Akcje |
| River Road Asset Management, LLC | $240 264 433 | 115 880 | 6,89% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $232 155 405 | 111 969 | 6,66% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $222 845 884 | 107 479 | 6,39% | Akcje |
| FULLER & THALER ASSET MANAGEMENT, INC. | $211 260 919 | 101 892 | 6,06% | Akcje |
| COOKE & BIELER LP | $176 486 957 | 85 120 | 5,06% | Akcje |
| Wallace Capital Management Inc. | $166 009 833 | 80 067 | 4,76% | Akcje |
| FIDUCIARY MANAGEMENT INC /WI/ | $137 984 104 | 66 550 | 3,96% | Akcje |
| LONDON CO OF VIRGINIA | $112 075 761 | 54 025 | 3,21% | Akcje |
| STATE STREET CORP | $104 202 361 | 50 257 | 2,99% | Akcje |
| REINHART PARTNERS, LLC. | $92 265 213 | 44 480 | 2,65% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $88 742 626 | 42 789 | 2,55% | Akcje |
| GENDELL JEFFREY L | $85 971 043 | 41 464 | 2,47% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $64 499 016 | 31 108 | 1,85% | Akcje |
| NORGES BANK | $57 963 691 | 27 956 | 1,66% | Akcje |
| Cannell & Spears LLC | $57 177 034 | 27 577 | 1,64% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $48 735 032 | 23 505 | 1,40% | Akcje |
| Mraz, Amerine & Associates, Inc. | $46 066 975 | 22 218 | 1,32% | Akcje |
| Gotham Asset Management, LLC | $37 196 617 | 17 940 | 1,07% | Akcje |
| JANE STREET GROUP, LLC | $34 849 539 | 16 808 | 1,00% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $31 762 261 | 15 319 | 0,91% | Akcje |
| Boussard & Gavaudan Investment Management LLP | $30 968 600 | 13 975 | 0,89% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $28 691 176 | 13 838 | 0,82% | Akcje |
| Quantinno Capital Management LP | $26 174 512 | 12 624 | 0,75% | Akcje |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | $25 544 165 | 12 320 | 0,73% | Akcje |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $25 307 802 | 12 206 | 0,73% | Akcje |
| WELLINGTON MANAGEMENT GROUP LLP | $24 617 359 | 11 873 | 0,71% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $22 152 098 | 10 684 | 0,64% | Akcje |
| FIRST TRUST ADVISORS LP | $21 986 231 | 10 604 | 0,63% | Akcje |
| Qube Research & Technologies Ltd | $20 055 901 | 9 673 | 0,58% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $19 321 955 | 9 319 | 0,55% | Akcje |
| SPEECE THORSON CAPITAL GROUP INC | $19 106 000 | 9 215 | 0,55% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $15 102 573 | 7 284 | 0,43% | Akcje |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14 074 171 | 6 788 | 0,40% | Akcje |
| ROYCE & ASSOCIATES LP | $14 059 658 | 6 781 | 0,40% | Akcje |
| Edgestream Partners, L.P. | $13 638 759 | 6 578 | 0,39% | Akcje |
| GOLDMAN SACHS GROUP INC | $13 532 919 | 6 527 | 0,39% | Akcje |
| California Public Employees Retirement System | $10 881 151 | 5 248 | 0,31% | Akcje |
| Williams Jones Wealth Management, LLC. | $10 767 114 | 5 193 | 0,31% | Akcje |
| Swiss National Bank | $10 006 180 | 4 826 | 0,29% | Akcje |
| WINMILL & CO. INC | $9 952 272 | 4 800 | 0,29% | Akcje |
| BANK OF AMERICA CORP /DE/ | $8 843 008 | 4 265 | 0,25% | Akcje |
| Phocas Financial Corp. | $8 455 284 | 4 078 | 0,24% | Akcje |
| RHUMBLINE ADVISERS | $8 082 034 | 3 898 | 0,23% | Akcje |
| LEE DANNER & BASS INC | $6 744 738 | 3 253 | 0,19% | Akcje |
| Brandywine Global Investment Management, LLC | $6 703 725 | 3 226 | 0,19% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $6 342 624 | 2 887 | 0,18% | Akcje |
| FRANKLIN RESOURCES INC | $6 066 739 | 2 926 | 0,17% | Akcje |
| AMERIPRISE FINANCIAL INC | $5 778 538 | 2 787 | 0,17% | Akcje |
| BlackRock, Inc. | $5 436 429 | 2 622 | 0,16% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $5 249 823 | 2 532 | 0,15% | Akcje |
| Triad Investment Management | $5 122 932 | 2 471 | 0,15% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $4 959 549 | 2 392 | 0,14% | Akcje |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $4 874 540 | 2 351 | 0,14% | Akcje |
| VANGUARD GROUP INC | $4 712 972 | 2 268 | 0,14% | Akcje |
| Robeco Institutional Asset Management B.V. | $4 528 284 | 2 184 | 0,13% | Akcje |
| Regency Capital Management Inc.\DE | $4 449 495 | 2 146 | 0,13% | Akcje |
| DAVENPORT & Co LLC | $4 401 807 | 2 123 | 0,13% | Akcje |
| UBS Group AG | $4 267 037 | 2 058 | 0,12% | Akcje |
| Russell Investments Group, Ltd. | $4 204 834 | 2 028 | 0,12% | Akcje |
| PARSONS CAPITAL MANAGEMENT INC/RI | $3 912 487 | 1 887 | 0,11% | Akcje |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | $3 879 313 | 1 871 | 0,11% | Akcje |
| Lighthouse Investment Partners, LLC | $3 873 093 | 1 868 | 0,11% | Akcje |
| Atlantic Union Bankshares Corp | $3 659 533 | 1 765 | 0,10% | Akcje |
| MML INVESTORS SERVICES, LLC | $3 609 702 | 1 741 | 0,10% | Akcje |
| XTX Topco Ltd | $3 408 653 | 1 644 | 0,10% | Akcje |
| Focus Partners Wealth | $3 219 979 | 1 553 | 0,09% | Akcje |
| ExodusPoint Capital Management, LP | $2 991 902 | 1 443 | 0,09% | Akcje |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2 913 169 | 1 326 | 0,08% | Akcje |
| OPPENHEIMER ASSET MANAGEMENT INC. | $2 811 517 | 1 356 | 0,08% | Akcje |
| LPL Financial LLC | $2 733 313 | 1 318 | 0,08% | Akcje |
| HighTower Advisors, LLC | $2 728 587 | 1 316 | 0,08% | Akcje |
| DIVERSIFIED MANAGEMENT INC | $2 544 080 | 1 158 | 0,07% | Akcje |
| WCM INVESTMENT MANAGEMENT, LLC | $2 502 855 | 1 197 | 0,07% | Akcje |
| STIFEL FINANCIAL CORP | $2 478 942 | 1 195 | 0,07% | Akcje |
| JANUS HENDERSON GROUP PLC | $2 461 919 | 1 123 | 0,07% | Akcje |
| 1834 INVESTMENT ADVISORS CO | $2 438 838 | 1 176 | 0,07% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $2 423 793 | 1 169 | 0,07% | Akcje |
| Midwest Professional Planners, LTD. | $2 413 426 | 1 164 | 0,07% | Akcje |
| PECAUT & CO. | $2 367 811 | 1 142 | 0,07% | Akcje |
| Walleye Capital LLC | $2 342 931 | 1 130 | 0,07% | Akcje |
| Police & Firemen's Retirement System of New Jersey | $2 305 610 | 1 112 | 0,07% | Akcje |
| LEUTHOLD GROUP, LLC | $2 289 023 | 1 104 | 0,07% | Akcje |
| Autumn Glory Partners, LLC | $2 239 261 | 1 080 | 0,06% | Akcje |
| MERCER GLOBAL ADVISORS INC /ADV | $2 187 597 | 1 055 | 0,06% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $2 073 930 | 944 | 0,06% | Akcje |
| NORTHERN TRUST CORP | $2 015 335 | 972 | 0,06% | Akcje |
| Vanguard Global Advisers, LLC | $1 948 987 | 940 | 0,06% | Akcje |
| CAPTRUST FINANCIAL ADVISORS | $1 922 033 | 927 | 0,06% | Akcje |
| BRAVE ASSET MANAGEMENT INC | $1 915 812 | 924 | 0,05% | Akcje |
| State of New Jersey Common Pension Fund D | $1 895 078 | 914 | 0,05% | Akcje |
| Squarepoint Ops LLC | $1 876 418 | 905 | 0,05% | Akcje |
| Cove Street Capital, LLC | $1 810 256 | 1 083 | 0,05% | Akcje |
| Ethic Inc. | $1 783 130 | 860 | 0,05% | Akcje |
| Quadrature Capital Ltd | $1 781 042 | 859 | 0,05% | Akcje |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1 764 455 | 851 | 0,05% | Akcje |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1 743 721 | 841 | 0,05% | Akcje |
| SEI INVESTMENTS CO | $1 733 150 | 836 | 0,05% | Akcje |
| Summit Trail Advisors, LLC | $1 693 960 | 817 | 0,05% | Akcje |
Insiderzy spółki 41 insiderów · 7 dyrektorzy generalni · 15 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Liam P Caffrey | Chief Executive Officer | 25 lutego 2026 A | 3 650 | 0 | 0 | $0 |
| George Manning Rountree | Chief Executive Officer | 19 grudnia 2025 S | 13 809 | 0 | 1 | $-10 250 000 |
| CAVOORES JOHN PAUL | Pres & CEO, OneBeacon | 24 marca 2004 A | — | 0 | 0 | $0 |
| Michael A Papamichael | Chief Financial Officer | 25 lutego 2026 A | 1 200 | 0 | 0 | $0 |
| Giles E Harrison | President | 25 lutego 2026 A | 2 675 | 0 | 0 | $0 |
| SEELIG ROBERT LAWRENCE | EVP & General Counsel | 19 marca 2026 G | 17 857 | 0 | 0 | $0 |
| Michaela Hildreth | MD & Chief Accounting Officer | 25 lutego 2026 A | 1 825 | 0 | 0 | $0 |
| John Chu | Dyrektor | 21 maja 2026 A | 335 | 0 | 0 | $0 |
| Margaret Dillon | Dyrektor | 21 maja 2026 A | 1 080 | 0 | 0 | $0 |
| Philip A Gelston | Dyrektor | 21 maja 2026 A | 1 703 | 0 | 1 | $-338 004 |
| Suzanne F. Shank | Dyrektor | 21 maja 2026 A | 1 006 | 0 | 0 | $0 |
| Peter M Carlson | Dyrektor | 21 maja 2026 A | 852 | 0 | 0 | $0 |
| Reid Tarlton Campbell | Dyrektor | 21 maja 2026 A | 10 575 | 0 | 1 | $-10 250 000 |
| David Allen Tanner | Dyrektor | 21 maja 2026 A | 2 014 | 0 | 0 | $0 |
| Mary C Choksi | Dyrektor | 21 maja 2026 A | 1 993 | 0 | 0 | $0 |
| Weston M Hicks | Dyrektor | 21 maja 2026 A | 2 936 | 0 | 0 | $0 |
| Steven Yi | Dyrektor | 22 maja 2025 A | 525 | 0 | 0 | $0 |
| Morgan W Davis | Dyrektor | 28 grudnia 2022 G | 6 709 | 0 | 0 | $0 |
| KEMP KARL THOMAS | Dyrektor | 24 marca 2004 A | 60 314 | 0 | 0 | $0 |
| BYRNE MARK JAMES | Dyrektor | 16 października 2003 P | 222 156 | 0 | 0 | $0 |
| White Mountains Insurance Group, Ltd. | Posiadacz 10% | 28 września 2017 D | 0 | 0 | 0 | $0 |
| BARRETTE RAYMOND JOSEPH RENE | — | 5 maja 2016 M | 31 452 | 0 | 0 | $0 |
| David Linker | — | 25 lutego 2016 A | 4 250 | 0 | 0 | $0 |
| FOY DAVID THOMAS | — | 25 lutego 2016 A | 8 400 | 0 | 0 | $0 |
| PALMER JESS BRIAN | — | 25 lutego 2016 A | 1 910 | 0 | 0 | $0 |
| Kernan V Oberting | — | 1 stycznia 2016 F | 2 134 | 0 | 0 | $0 |
| Gary Charles Tolman | — | 8 czerwca 2015 A | 1 072 | 0 | 0 | $0 |
| Yves Brouillette | — | 27 maja 2015 A | 5 806 | 0 | 0 | $0 |
| Angelo Michael Frinquelli | — | 27 maja 2015 A | 1 141 | 0 | 0 | $0 |
| Lowndes Andrew Smith | — | 27 maja 2015 A | 2 402 | 0 | 0 | $0 |
| Edith E Holiday | — | 27 maja 2015 A | 1 602 | 0 | 0 | $0 |
| Allan Lewis Waters | — | 25 lutego 2015 A | 3 735 | 0 | 0 | $0 |
| GILLESPIE JOHN DAVIES | — | 23 maja 2013 A | 2 825 | 0 | 0 | $0 |
| CLARK HOWARD LONGSTRETH JR | — | 23 maja 2013 A | 1 170 | 0 | 0 | $0 |
| BYRNE JOHN JOSEPH | — | 11 lipca 2012 D | 635 896 | 0 | 0 | $0 |
| COCHRAN ROBERT PHILLIPS | — | 26 maja 2011 A | 8 045 | 0 | 0 | $0 |
| GILLESPIE GEORGE JOSEPH III | — | 26 maja 2010 A | 1 400 | 0 | 0 | $0 |
| Robert R Lusardi | — | 25 marca 2009 A | — | 0 | 0 | $0 |
| Bruce R. Berkowitz | — | 11 września 2008 G | 0 | 0 | 0 | $0 |
| CHOKEL CHARLES BERGEN | — | 25 czerwca 2008 A | 1 600 | 0 | 0 | $0 |
| FASS STEVE ELLIOTT | — | 25 lutego 2007 F | 5 535 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 3 akcje
Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.
| Zgłaszający | Złożono | Udział | Status | Cel | Zgłoszenie |
|---|---|---|---|---|---|
| Raymond Barrette 2) ×2 zgłoszenia | 20 stycznia 2012 | — | Pierwotne zgłoszenie | — | SEC |
| Raymond Barrette | 6 lutego 2009 | — | Pierwotne zgłoszenie | — | SEC |
| White Mountains Insurance Group, Ltd., White Mountains Holdings Bermuda, Ltd., White Mountains Advisors, LLC ×5 zgłoszenia | 1 maja 2007 | — | Pierwotne zgłoszenie | — | 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.
Posiadanie ETF-ów Posiadane przez 47 funduszy ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| SMMV · iShares Trust | 0,78% | 1 052 SH | 8 sierpnia 2026 | Dziennie |
| IAK · iShares Trust | 0,57% | 1 474 SH | 8 sierpnia 2026 | Dziennie |
| DFSV · Dimensional ETF Trust | 0,37% | 12 439 NS | 30 kwietnia 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,28% | 17 274 NS | 30 kwietnia 2026 | N-PORT |
| VFMV · VANGUARD WELLINGTON FUND | 0,19% | 393 SH | 8 sierpnia 2026 | Dziennie |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,19% | 24 591 NS | 31 maja 2026 | N-PORT |
| ISCG · iShares Trust | 0,16% | 755 SH | 8 sierpnia 2026 | Dziennie |
| SMLF · iShares Trust | 0,15% | 2 961 SH | 8 sierpnia 2026 | Dziennie |
| DFAS · Dimensional ETF Trust | 0,12% | 7 480 NS | 30 kwietnia 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,10% | 34 243 SH | 8 sierpnia 2026 | Dziennie |
| VFVA · VANGUARD WELLINGTON FUND | 0,08% | 344 SH | 8 sierpnia 2026 | Dziennie |
| IYF · iShares Trust | 0,08% | 1 632 SH | 8 sierpnia 2026 | Dziennie |
| ISCB · iShares Trust | 0,08% | 103 SH | 8 sierpnia 2026 | Dziennie |
| SMMD · iShares Trust | 0,07% | 1 271 SH | 8 sierpnia 2026 | Dziennie |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 254 SH | 8 sierpnia 2026 | Dziennie |
| VXF · VANGUARD INDEX FUNDS | 0,06% | 28 068 SH | 8 sierpnia 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,06% | 53 952 SH | 8 sierpnia 2026 | Dziennie |
| VFH · VANGUARD WORLD FUND | 0,06% | 3 916 SH | 8 sierpnia 2026 | Dziennie |
| WSML · iShares Trust | 0,05% | 159 SH | 8 sierpnia 2026 | Dziennie |
| IWS · iShares Trust | 0,05% | 3 690 SH | 8 sierpnia 2026 | Dziennie |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,04% | 94 NS | 31 maja 2026 | N-PORT |
| IWR · iShares Trust | 0,04% | 9 843 SH | 8 sierpnia 2026 | Dziennie |
| DFUV · Dimensional ETF Trust | 0,03% | 1 963 NS | 30 kwietnia 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,03% | 107 NS | 31 maja 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,03% | 5 391 NS | 30 kwietnia 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,03% | 581 SH | 8 sierpnia 2026 | Dziennie |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,03% | 31 NS | 31 maja 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 187 NS | 30 kwietnia 2026 | N-PORT |
| AVIE · AMERICAN CENTURY ETF TRUST | 0,02% | 1 NS | 31 maja 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 33 NS | 30 kwietnia 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,02% | 220 NS | 30 kwietnia 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,02% | 741 SH | 8 sierpnia 2026 | Dziennie |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,02% | 968 NS | 31 maja 2026 | N-PORT |
| IWD · iShares Trust | 0,01% | 5 333 SH | 8 sierpnia 2026 | Dziennie |
| DFAU · Dimensional ETF Trust | 0,01% | 586 NS | 30 kwietnia 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 74 668 SH | 8 sierpnia 2026 | Dziennie |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 395 SH | 8 sierpnia 2026 | Dziennie |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 1 450 SH | 8 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 202 SH | 8 sierpnia 2026 | Dziennie |
| ESGV · VANGUARD WORLD FUND | 0,01% | 547 SH | 8 sierpnia 2026 | Dziennie |
| DFUS · Dimensional ETF Trust | 0,01% | 745 NS | 30 kwietnia 2026 | N-PORT |
| IWB · iShares Trust | 0,01% | 1 659 SH | 8 sierpnia 2026 | Dziennie |
| IYY · iShares Trust | 0,01% | 102 SH | 8 sierpnia 2026 | Dziennie |
| IWV · iShares Trust | 0,01% | 665 SH | 8 sierpnia 2026 | Dziennie |
| ITOT · iShares Trust | 0,01% | 2 996 SH | 8 sierpnia 2026 | Dziennie |
| MSLC · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 91 NS | 31 maja 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 1 853 SH | 8 sierpnia 2026 | Dziennie |