WTM White Mountains Insurance Group, Ltd. Common Stock

NYSE · Insurance · SEC EDGAR'da Görüntüle ↗
$2138,78
Fiyat · Ağu 18, 2026
Temel veriler itibarıyla Ağu 6, 2026

White Mountains Insurance Group, Ltd. Common Stock Hakkında Wikipedia'dan şirket genel bakışı

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.

Devamını oku

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.

Kaynak: Wikipedia (İngilizce), CC BY-SA 4.0 · Wikipedia'da Görüntüle ↗

Wikidata ↗

WTM Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık

Fiyat
$2138.78
Piyasa Değeri
$5.30B
P/E (TTM)
5.0
EPS (TTM)
$430.14
Gelir (TTM)
$3.73B
Temettü Verimi
0.05%
ROE
22.3%
D/E Borç/Özsermaye
52 Haftlık Aralık
$1648 – $2333

WTM Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin

10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri

Gelir ve Net Gelir $3.73B
9-point trend, +899.2%
2017-12-31 2025-12-31
Hisse Başına Kâr $430.14
9-point trend, +194.5%
2017-12-31 2025-12-31
Serbest Nakit Akışı
Marjlar 29.6%

Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?

Metrik
5 Yıllık trend
WTM
Akran Ortalaması
P/E (TTM)
5-point trend, +142.6%
5.0
10.9
P/S (TTM) (F/S (TTM))
5-point trend, -72.3%
1.4
1.3
P/B (F/D)
5-point trend, +10.1%
1.0
2.0

Kârlılık Brüt, faaliyet ve net kâr marjları; ROE, ROA, ROIC

Metrik
5 Yıllık trend
WTM
Akran Ortalaması
Net Profit Margin (Net Kâr Marjı)
5-point trend, +186.9%
29.6%
11.8%
ROA
5-point trend, +282.9%
10.0%
6.3%
ROE
5-point trend, +358.4%
22.3%
20.7%

Finansal Sağlık Borç, likidite, solventlik — bilanço gücü

Metrik
5 Yıllık trend
WTM
Akran Ortalaması

Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR

Metrik
5 Yıllık trend
WTM
Akran Ortalaması
Revenue YoY (Gelir Yıllık Bazda)
5-point trend, +507.9%
66.8%
Revenue CAGR 3Y (Gelir 3 Yıllık Bileşik Büyüme Oranı)
5-point trend, +507.9%
47.8%
Revenue CAGR 5Y (Gelir 5 Yıllık Bileşik Büyüme Oranı)
5-point trend, +507.9%
33.1%
EPS YoY (EPS YB)
5-point trend, +580.8%
379.1%
Net Income YoY (Net Gelir Yıllık Bazda)
5-point trend, +501.7%
380.2%

Hisse Başı Metrikler Hisse Başı Kâr, hisse başına defter değeri, hisse başına nakit akışı, hisse başına temettü

Metrik
5 Yıllık trend
WTM
Akran Ortalaması
EPS (Diluted) (Hisse Başına Kar (Seyreltilmiş))
5-point trend, +580.8%
$430.14

Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı

Metrik
5 Yıllık trend
WTM
Akran Ortalaması
Payout Ratio (Temettü Ödeme Oranı)
5-point trend, +124.0%
0.23%

Temettüler Temettü verimi, ödeme oranı, temettü geçmişi, 5 Yıllık CAGR

Temettü Verimi
0.05%
Temettü Ödeme Oranı
0.23%
5 Yıllık Temettü CAGR
Ex-tarihiMiktar
16 Mart 2026$1,0000
17 Mart 2025$1,0000
08 Mart 2024$1,0000
10 Mart 2023$1,0000
11 Mart 2022$1,0000
12 Mart 2021$1,0000
13 Mart 2020$1,0000
15 Mart 2019$1,0000
16 Mart 2018$1,0000
16 Mart 2017$1,0000
17 Mart 2016$1,0000
12 Mart 2015$1,0000
13 Mart 2014$1,0000
14 Mart 2013$1,0000
22 Mart 2012$1,0000
17 Mart 2011$1,0000
18 Mart 2010$1,0000
12 Mart 2009$1,0000
12 Haziran 2008$2,0000
13 Mart 2008$2,0000

WTM Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel

SAT 8 analist
  • Güçlü Al 0 0,0%
  • Al 0 0,0%
  • Tut 3 37,5%
  • Sat 4 50,0%
  • Güçlü Sat 1 12,5%

Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi

Ort. Sürpriz
-5.1%
Dönem EPS Gerçek EPS Tahmin Sürpriz
30 Haziran 2026 $80.58 $75.75 4.8%
30 Haziran 2025 $47.75 $57.57 -9.8%
31 Mart 2025 $13.19 $-14.14 27.3%
31 Aralık 2024 $-50.78 $-33.33 -17.4%
30 Eylül 2024 $69.68 $99.99 -30.3%

Akran karşılaştırması (GICS alt sektörü) Anahtar metrikler sektördeki benzerlerine karşı

Hisse Sembolü Piyasa Değeri P/E Gelir YoY Net Kar Marjı ROE Brüt Kar Marjı
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%

Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı

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

Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl

Gelir Tablosu
2025-12-312024-12-312023-12-312022-12-312021-12-31
Gelir $3.73B$2.24B$2.17B$1.16B$614M
Net Gelir $1.11B$230M$509M$793M$-275M
Seyreltilmiş Hisse Başı Kâr $430.14$89.79$198.60$276.96$-89.46

Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar

📊

Sizin için önemli olan metrikleri seçin — yukarıdaki Tam Temeller'deki herhangi bir satırın yanındaki ➕ düğmesine tıklayın.

Seçiminiz kaydedildi ve tüm hisse senetlerinde sizinle birlikte gelir.

Kurumsal Sahipler (13F) 375 dosya · $3.5B toplam · Tarih itibarıyla 30 Haziran 2026

Çeyreklik SEC Form 13F'lerinde bu hisse senedini tuttuklarını bildiren kurumlar. Yalnızca uzun pozisyonlar; tek bir başvuru sahibi, ayrı opsiyon bacakları için iki kez görünebilir. Büyük dengeleyici alım/satım bacakları genellikle piyasa yapımını veya korunmuş envanteri yansıtır, yönlü bir inancı değil.

Kurumsal faaliyet — Q2 2026 ve önceki çeyrek
Yeni pozisyonlar Çıkan pozisyonlar Artırıldı Azaldı Net hisse senedi değişimi
42 (-4 önceki Ç'ye göre) 40 (+14 önceki Ç'ye göre) 91 (-19 önceki Ç'ye göre) 132 (+27 önceki Ç'ye göre) +221K

Q1 2026 ile karşılaştırıldı. SEC Form 13F başvuruları, çeyrek sonundan itibaren 45 gün içinde ve geç başvuranlar için kısa bir ek süre içinde tamamlanmalıdır — bu pencere içindeki çeyrekler, en son tam olarak raporlanan çifte tercih edilerek atlanır.

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

Şirket yöneticileri 41 içeriden öğrenenler · 7 yöneticiler · 15 yönetim kurulu üyeleri

İçeriden Öğrenen Rol Son işlem Sahip olunan hisse senetleri Alımlar 12ay Satışlar 12ay Net 12ay
Liam P Caffrey Chief Executive Officer 25 Şubat 2026 A 3.650 0 0 $0
George Manning Rountree Chief Executive Officer 19 Aralık 2025 S 13.809 0 1 $-10.250.000
CAVOORES JOHN PAUL Pres & CEO, OneBeacon 24 Mart 2004 A 0 0 $0
Michael A Papamichael Chief Financial Officer 25 Şubat 2026 A 1.200 0 0 $0
Giles E Harrison President 25 Şubat 2026 A 2.675 0 0 $0
SEELIG ROBERT LAWRENCE EVP & General Counsel 19 Mart 2026 G 17.857 0 0 $0
Michaela Hildreth MD & Chief Accounting Officer 25 Şubat 2026 A 1.825 0 0 $0
John Chu Yönetim kurulu üyesi 21 Mayıs 2026 A 335 0 0 $0
Margaret Dillon Yönetim kurulu üyesi 21 Mayıs 2026 A 1.080 0 0 $0
Philip A Gelston Yönetim kurulu üyesi 21 Mayıs 2026 A 1.703 0 1 $-338.004
Suzanne F. Shank Yönetim kurulu üyesi 21 Mayıs 2026 A 1.006 0 0 $0
Peter M Carlson Yönetim kurulu üyesi 21 Mayıs 2026 A 852 0 0 $0
Reid Tarlton Campbell Yönetim kurulu üyesi 21 Mayıs 2026 A 10.575 0 1 $-10.250.000
David Allen Tanner Yönetim kurulu üyesi 21 Mayıs 2026 A 2.014 0 0 $0
Mary C Choksi Yönetim kurulu üyesi 21 Mayıs 2026 A 1.993 0 0 $0
Weston M Hicks Yönetim kurulu üyesi 21 Mayıs 2026 A 2.936 0 0 $0
Steven Yi Yönetim kurulu üyesi 22 Mayıs 2025 A 525 0 0 $0
Morgan W Davis Yönetim kurulu üyesi 28 Aralık 2022 G 6.709 0 0 $0
KEMP KARL THOMAS Yönetim kurulu üyesi 24 Mart 2004 A 60.314 0 0 $0
BYRNE MARK JAMES Yönetim kurulu üyesi 16 Ekim 2003 P 222.156 0 0 $0
White Mountains Insurance Group, Ltd. 10% sahip 28 Eylül 2017 D 0 0 0 $0
BARRETTE RAYMOND JOSEPH RENE 05 Mayıs 2016 M 31.452 0 0 $0
David Linker 25 Şubat 2016 A 4.250 0 0 $0
FOY DAVID THOMAS 25 Şubat 2016 A 8.400 0 0 $0
PALMER JESS BRIAN 25 Şubat 2016 A 1.910 0 0 $0
Kernan V Oberting 01 Ocak 2016 F 2.134 0 0 $0
Gary Charles Tolman 08 Haziran 2015 A 1.072 0 0 $0
Yves Brouillette 27 Mayıs 2015 A 5.806 0 0 $0
Angelo Michael Frinquelli 27 Mayıs 2015 A 1.141 0 0 $0
Lowndes Andrew Smith 27 Mayıs 2015 A 2.402 0 0 $0
Edith E Holiday 27 Mayıs 2015 A 1.602 0 0 $0
Allan Lewis Waters 25 Şubat 2015 A 3.735 0 0 $0
GILLESPIE JOHN DAVIES 23 Mayıs 2013 A 2.825 0 0 $0
CLARK HOWARD LONGSTRETH JR 23 Mayıs 2013 A 1.170 0 0 $0
BYRNE JOHN JOSEPH 11 Temmuz 2012 D 635.896 0 0 $0
COCHRAN ROBERT PHILLIPS 26 Mayıs 2011 A 8.045 0 0 $0
GILLESPIE GEORGE JOSEPH III 26 Mayıs 2010 A 1.400 0 0 $0
Robert R Lusardi 25 Mart 2009 A 0 0 $0
Bruce R. Berkowitz 11 Eylül 2008 G 0 0 0 $0
CHOKEL CHARLES BERGEN 25 Haziran 2008 A 1.600 0 0 $0
FASS STEVE ELLIOTT 25 Şubat 2007 F 5.535 0 0 $0

SEC Form 3/4/5 başvurularından yöneticiler; net = yalnızca açık piyasa Alış/Satış

Aktivistler ve %5+ sahipler 3 pozisyon

SEC Çizelge 13D dosyalayan yatırımcılar — ihraççı üzerinde nüfuz etme niyetiyle %5'in üzerinde faydalı sahiplik (aktivist hisseler, yönetim kurulu kampanyaları, M&A). Her satır, o başvuru sahibinin pozisyonunun bilinen en son durumunu gösterir.

Başvuru sahibi Dosyalandı Hisse Durum Amaç Başvuru
Raymond Barrette 2) ×2 başvurular 20 Ocak 2012 İlk başvuru SEC
Raymond Barrette 06 Şubat 2009 İlk başvuru SEC
White Mountains Insurance Group, Ltd., White Mountains Holdings Bermuda, Ltd., White Mountains Advisors, LLC ×5 başvurular 01 Mayıs 2007 İlk başvuru 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.

ETF sahipliği 47 ETF'ler tarafından tutuluyor

Ağırlık yalnızca doğrudan öz sermaye varlıklarını (N-PORT) yansıtır; kaldıraçlı veya türev tabanlı fonlar gösterilmeyen ek swap pozisyonlarına sahip olabilir.

Fon Ağırlık Birimler Tarih itibarıyla Kaynak
SMMV · iShares Trust 0,78% 1.052 SH 08 Ağustos 2026 Günlük
IAK · iShares Trust 0,57% 1.474 SH 08 Ağustos 2026 Günlük
DFSV · Dimensional ETF Trust 0,37% 12.439 NS 30 Nisan 2026 N-PORT
DFAT · Dimensional ETF Trust 0,28% 17.274 NS 30 Nisan 2026 N-PORT
VFMV · VANGUARD WELLINGTON FUND 0,19% 393 SH 08 Ağustos 2026 Günlük
AVUV · AMERICAN CENTURY ETF TRUST 0,19% 24.591 NS 31 Mayıs 2026 N-PORT
ISCG · iShares Trust 0,16% 755 SH 08 Ağustos 2026 Günlük
SMLF · iShares Trust 0,15% 2.961 SH 08 Ağustos 2026 Günlük
DFAS · Dimensional ETF Trust 0,12% 7.480 NS 30 Nisan 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,10% 34.243 SH 08 Ağustos 2026 Günlük
VFVA · VANGUARD WELLINGTON FUND 0,08% 344 SH 08 Ağustos 2026 Günlük
IYF · iShares Trust 0,08% 1.632 SH 08 Ağustos 2026 Günlük
ISCB · iShares Trust 0,08% 103 SH 08 Ağustos 2026 Günlük
SMMD · iShares Trust 0,07% 1.271 SH 08 Ağustos 2026 Günlük
EQAL · Invesco Exchange-Traded Fund Trust … 0,06% 254 SH 08 Ağustos 2026 Günlük
VXF · VANGUARD INDEX FUNDS 0,06% 28.068 SH 08 Ağustos 2026 Günlük
VB · VANGUARD INDEX FUNDS 0,06% 53.952 SH 08 Ağustos 2026 Günlük
VFH · VANGUARD WORLD FUND 0,06% 3.916 SH 08 Ağustos 2026 Günlük
WSML · iShares Trust 0,05% 159 SH 08 Ağustos 2026 Günlük
IWS · iShares Trust 0,05% 3.690 SH 08 Ağustos 2026 Günlük
AVSU · AMERICAN CENTURY ETF TRUST 0,04% 94 NS 31 Mayıs 2026 N-PORT
IWR · iShares Trust 0,04% 9.843 SH 08 Ağustos 2026 Günlük
DFUV · Dimensional ETF Trust 0,03% 1.963 NS 30 Nisan 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,03% 107 NS 31 Mayıs 2026 N-PORT
DFAC · Dimensional ETF Trust 0,03% 5.391 NS 30 Nisan 2026 N-PORT
OMFL · Invesco Exchange-Traded Self-Indexe… 0,03% 581 SH 08 Ağustos 2026 Günlük
AVUQ · AMERICAN CENTURY ETF TRUST 0,03% 31 NS 31 Mayıs 2026 N-PORT
DFSU · Dimensional ETF Trust 0,02% 187 NS 30 Nisan 2026 N-PORT
AVIE · AMERICAN CENTURY ETF TRUST 0,02% 1 NS 31 Mayıs 2026 N-PORT
DXUV · Dimensional ETF Trust 0,02% 33 NS 30 Nisan 2026 N-PORT
DCOR · Dimensional ETF Trust 0,02% 220 NS 30 Nisan 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0,02% 741 SH 08 Ağustos 2026 Günlük
AVUS · AMERICAN CENTURY ETF TRUST 0,02% 968 NS 31 Mayıs 2026 N-PORT
IWD · iShares Trust 0,01% 5.333 SH 08 Ağustos 2026 Günlük
DFAU · Dimensional ETF Trust 0,01% 586 NS 30 Nisan 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,01% 74.668 SH 08 Ağustos 2026 Günlük
VONE · VANGUARD SCOTTSDALE FUNDS 0,01% 395 SH 08 Ağustos 2026 Günlük
VONV · VANGUARD SCOTTSDALE FUNDS 0,01% 1.450 SH 08 Ağustos 2026 Günlük
VTHR · VANGUARD SCOTTSDALE FUNDS 0,01% 202 SH 08 Ağustos 2026 Günlük
ESGV · VANGUARD WORLD FUND 0,01% 547 SH 08 Ağustos 2026 Günlük
DFUS · Dimensional ETF Trust 0,01% 745 NS 30 Nisan 2026 N-PORT
IWB · iShares Trust 0,01% 1.659 SH 08 Ağustos 2026 Günlük
IYY · iShares Trust 0,01% 102 SH 08 Ağustos 2026 Günlük
IWV · iShares Trust 0,01% 665 SH 08 Ağustos 2026 Günlük
ITOT · iShares Trust 0,01% 2.996 SH 08 Ağustos 2026 Günlük
MSLC · MORGAN STANLEY PATHWAY FUNDS 0,00% 91 NS 31 Mayıs 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 1.853 SH 08 Ağustos 2026 Günlük