MCY Mercury General Corporation Common Stock

NYSE · Insurance · 在 SEC EDGAR 上查看 ↗
$106.85
价格 · 八月 19, 2026
截至...的财报数据 八月 4, 2026
52周区间
$73–$113
84% of range
分析师评级
STRONG BUY
6 analysts
目标价
$120
+12% upside
P/E (TTM)
10.9
ROE
24.8%
净利润率
9.0%

关于 Mercury General Corporation Common Stock 公司概况（来自维基百科）

Mercury General Corporation is a multiple-line insurance organization that offers personal automobiles, homeowners, renters, and business insurance. Mercury's primary focus is automobiles and homeowners' insurance.

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Mercury General Corporation is a multiple-line insurance organization that offers personal automobiles, homeowners, renters, and business insurance. Mercury's primary focus is automobiles and homeowners' insurance.

Founded in 1961 and located in Los Angeles, Mercury has assets of over $4 billion, employs 4,500 people and more than 8,000 independent agents in Arizona, California, Florida, Georgia, Illinois, Nevada, New Jersey, New York, Oklahoma, Texas, and Virginia.

History

Mercury was founded by George Joseph, who flew 50 World War II missions as a navigator before graduating from Harvard on the G.I. Bill in 1949. Joseph then spent more than a decade in the insurance industry before founding Mercury Insurance in 1961 as a low-cost alternative to larger insurance companies.

Mercury's California expansion began in 1964 with the opening of its first Orange County office. Two years later, the company spread into the San Fernando Valley and also began operations in San Diego. Mercury offices opened in Northern California by 1968. Mercury wrote $1 million in premiums every month by 1970 and sold its first homeowners policy in 1972. The newly created Mercury Insurance Company wrote its first auto policy in 1977.

In 1989, Mercury began expansion outside of California, opening offices in Georgia and Illinois. The company insured more than 1 million vehicles in California by 1998. This led to further expansion to Florida in 1998, New York in 2001, and Virginia in 2001.

Awards

Forbes listed Mercury Insurance on its "100 Most Trustworthy Companies" in 2012 "America’s 50 Most Trusted Financial Companies" in 2014, 2015 and 2016. It has been rated "Excellent" by insurance industry rating agencies AM Best and Fitch. Mercury Insurance was named one of "America’s Best Midsize Employers" by Forbes in 2017.

Products

Mercury provides personal auto insurance from collision, uninsured or underinsured motorist, and roadside assistance. The homeowners insurance includes the structure and belongings coverage. It may provide additional living expenses if policyholders are forced to vacate their homes due to a covered loss or peril. Its umbrella insurance is additional liability protection for personal auto and/or homeowners in the event losses exceed the underlying policy's liability limits.

The dwelling fire insurance is a policy for landlords to protect rental properties. Its extended warranty coverage, also known as mechanical protection, is Mercury's mechanical protection, which pays for covered vehicle repairs after the vehicle manufacturer's warranty expires.

Driver safety program

Mercury Insurance created the Drive Safe Challenge in 2016, promoting teen driver safety. It began as a collaboration between Mercury Insurance, the Anaheim Ducks and the California Highway Patrol in Anaheim, and has since expanded to Florida through a partnership with the Tampa Bay Lightning and Tampa Police Department. Mercury has also developed a free online extension that includes interactive tools and quizzes.

来源：维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗

Wikidata ↗

MCY 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围

价格
$106.85
市值
$5.92B
P/E (TTM)
10.9
每股收益 (TTM)
$9.77
营收 (TTM)
$5.99B
股息收益率
1.2%
ROE
24.8%
负债/权益
—
52周区间
$73 – $113

MCY 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图

10年表现 收入、净利润、利润率和每股收益趋势

营收与净利润 $5.99B
10-point trend, +85.7%
2016-12-31 → 2025-12-31
EPS $9.77
10-point trend, +640.2%
2016-12-31 → 2025-12-31
自由现金流 $1.03B
10-point trend, +280.3%
2016-12-31 → 2025-12-31
利润率 9.0%

估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜？

指标
5年趋势
MCY
同行中位数
P/E (TTM)
5-point trend, -18.7%
10.9
10.9
P/S (TTM) (市销率 (TTM))
5-point trend, +18.2%
1.0
1.3
P/B (市净率)
5-point trend, +57.0%
2.4
2.0
Price / FCF (股价/自由现金流)
5-point trend, -20.7%
5.8
—

盈利能力 毛利率、营业利润率和净利率；股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)

指标
5年趋势
MCY
同行中位数
Net Profit Margin (净利润率)
5-point trend, +45.4%
9.0%
11.8%
ROA
5-point trend, +59.9%
6.1%
6.3%
ROE
5-point trend, +114.3%
24.8%
20.7%

财务健康 债务、流动性、偿付能力 — 资产负债表强度

指标
5年趋势
MCY
同行中位数

成长 营收、每股收益 (EPS) 和净利润增长：同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)

指标
5年趋势
MCY
同行中位数
Revenue YoY (营收同比增长)
5-point trend, +50.1%
9.4%
—
Revenue CAGR 3Y (营收3年复合年增长率)
5-point trend, +50.1%
18.0%
—
Revenue CAGR 5Y (营收5年复合年增长率)
5-point trend, +50.1%
9.6%
—
EPS YoY
5-point trend, +118.1%
15.6%
—
Net Income YoY (净利润同比增长)
5-point trend, +118.2%
15.6%
—

每股指标 每股收益 (EPS)、每股净资产、每股现金流、每股股息

指标
5年趋势
MCY
同行中位数
EPS (Diluted) (EPS (稀释))
5-point trend, +118.1%
$9.77
—

资本效率 资产周转率、库存周转率、应收账款周转率

指标
5年趋势
MCY
同行中位数
Payout Ratio (派息率)
5-point trend, -77.0%
13.0%
—

股息 收益率、派息率、股息历史、5年CAGR

股息收益率
1.2%
派息率
13.0%
5年股息复合年增长率 (CAGR)
—
除息日金额
2026年6月11日$0.3180
2026年3月12日$0.3180
2025年12月10日$0.3180
2025年9月11日$0.3180
2025年6月12日$0.3180
2025年3月13日$0.3180
2024年12月12日$0.3180
2024年9月12日$0.3180
2024年6月13日$0.3180
2024年3月12日$0.3180
2023年12月13日$0.3180
2023年9月13日$0.3180
2023年6月14日$0.3180
2023年3月14日$0.3180
2022年12月14日$0.3180
2022年9月14日$0.3180
2022年6月15日$0.6350
2022年3月15日$0.6350
2021年12月15日$0.6350
2021年9月15日$0.6330

MCY 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间

买入 6 位分析师
  • 强烈买入 2 33.3%
  • 买入 2 33.3%
  • 持有 2 33.3%
  • 卖出 0 0.0%
  • 强烈卖出 0 0.0%

12个月价格目标

1 位分析师 · 2026-08-17
中位数目标 $120.00 +12.3%
平均目标 $120.00 +12.3%

收益历史 每股收益实际值 vs 预估值，惊喜%，达标率，下次财报日期

平均惊喜
1.2%
期间 EPS Actual EPS 预期 惊喜
2026年6月30日 $3.52 $2.55 0.97%
2026年3月31日 $3.50 $2.17 1.3%
2025年12月31日 $3.66 $2.59 1.1%
2025年9月30日 $3.86 $2.17 1.7%
2025年6月30日 $2.67 $1.67 1.0%
2025年3月31日 $-2.29 $-3.28 0.99%

同行比较（GICS 子行业） 关键指标与行业同行对比

股票代码 市值 P/E 营收同比增长 净利润率 ROE 毛利率
MCY $5.21B 9.6 9.4% 9.0% 24.8% —
ORI — 12.3 11.0% 10.2% 16.2% —
KNSL $9.05B 18.1 18.0% 26.9% 27.4% —
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% —
SIGI $5.03B 11.2 9.8% 8.7% 13.9% —
WTM $5.15B 4.8 66.8% 29.6% 22.3% —
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% —

完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表

损益表 12
MCY 的年度损益表数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +99.0% $5.99B $5.48B $4.63B $3.64B $3.99B $3.78B $3.97B $3.38B $3.42B $3.23B $3.01B $3.01B
Cost of Revenue 9-point trend, +49.0% $15M $13M $11M $11M $13M $12M $10M $10M $10M · · ·
Interest Expense 10-point trend, +829.6% · · $24M $17M $17M $17M $17M $17M $15M $4M $3M $3M
Interest Income 12-point trend, +161.4% $329M $280M $235M $168M $130M $135M $141M $136M $125M $122M $126M $126M
Pretax Income 12-point trend, +168.2% $664M $575M $99M $-671M $299M $459M $378M $-31M $167M $71M $71M $247M
Income Tax 12-point trend, +76.4% $123M $107M $3M $-158M $51M $84M $58M $-25M $22M $-2M $-4M $69M
Net Income 12-point trend, +204.1% $541M $468M $96M $-513M $248M $375M $320M $-6M $145M $73M $74M $178M
EPS (Basic) 12-point trend, +202.5% $9.77 $8.45 $1.74 $-9.26 $4.48 $6.77 $5.78 $-0.10 $2.62 $1.32 $1.35 $3.23
EPS (Diluted) 12-point trend, +202.5% $9.77 $8.45 $1.74 $-9.26 $4.48 $6.77 $5.78 $-0.10 $2.62 $1.32 $1.35 $3.23
Shares (Basic) 12-point trend, +0.7% 55,389,000 55,373,000 55,371,000 55,371,000 55,368,000 55,358,000 55,351,000 55,335,000 55,316,000 55,249,000 55,157,000 55,008,000
Shares (Diluted) 12-point trend, +0.7% 55,389,000 55,377,000 55,371,000 55,371,000 55,374,000 55,358,000 55,360,000 55,335,000 55,327,000 55,302,000 55,209,000 55,020,000
EBITDA 12-point trend, +167.3% $75M $73M $72M $82M $79M $68M $65M $59M $55M $26M $26M $28M
资产负债表 17
MCY 的年度资产负债表数据
指标 趋势 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +353.8% $1.32B $720M $551M $290M $336M $348M $294M $314M $291M $220M $264M $290M
Short-term Investments 7-point trend, +0.8% · · · · · $376M $494M $253M $303M $376M $185M $373M
PP&E (Net) 12-point trend, -7.6% $147M $138M $151M $171M $191M $179M $169M $153M $145M $156M $157M $159M
PP&E (Gross) 12-point trend, +13.0% $493M $460M $454M $489M $500M $465M $481M $512M $486M $475M $456M $436M
Accum. Depreciation 12-point trend, +24.7% $346M $321M $303M $318M $309M $286M $312M $359M $341M $319M $299M $277M
Goodwill Flat — no change across 12 periods $43M $43M $43M $43M $43M $43M $43M $43M $43M $43M $43M $43M
Intangibles 12-point trend, -80.8% $7M $8M $8M $9M $10M $11M $11M $16M $21M $26M $32M $36M
Total Assets 12-point trend, +107.8% $9.56B $8.31B $7.10B $6.51B $6.77B $6.33B $5.89B $5.43B $5.10B $4.79B $4.63B $4.60B
Deferred Tax 7-point trend, +0.00 · · · $0 $54M $41M $28M $0 $23M $0 · ·
Total Liabilities 12-point trend, +162.2% $7.14B $6.36B $5.56B $4.99B $4.63B $4.30B $4.09B $3.82B $3.34B $3.04B $2.81B $2.72B
Long-term Debt 9-point trend, +53.2% $575M $575M $575M $400M $375M $375M $375M $375M $375M · · ·
Common Stock 12-point trend, +12.4% $100M $100M $99M $99M $99M $99M $99M $98M $98M $96M $91M $89M
Paid-in Capital 2-point trend, +133.2% · · · · · · · · · · $9M $4M
Retained Earnings 12-point trend, +30.0% $2.32B $1.85B $1.45B $1.42B $2.04B $1.93B $1.70B $1.52B $1.66B $1.66B $1.72B $1.78B
Stockholders' Equity 12-point trend, +28.9% $2.42B $1.95B $1.55B $1.52B $2.14B $2.03B $1.80B $1.62B $1.76B $1.75B $1.82B $1.88B
Liabilities + Equity 12-point trend, +107.8% $9.56B $8.31B $7.10B $6.51B $6.77B $6.33B $5.89B $5.43B $5.10B $4.79B $4.63B $4.60B
Shares Outstanding 12-point trend, +0.5% 55,389,000 55,389,000 55,371,000 55,371,000 55,371,000 55,358,000 55,358,000 55,340,000 55,332,000 55,289,000 55,164,000 55,121,000
现金流 14
MCY 的年度现金流数据
指标 趋势 202520242023202220212020201920182017201620152014
D&A 12-point trend, +167.3% $75M $73M $72M $82M $79M $68M $65M $59M $55M $53M $48M $28M
Stock-based Comp 8-point trend, -96.6% · · · · $141.0K $142.0K $123.0K $145.0K $60.0K $142.0K $142.0K $4M
Deferred Tax 12-point trend, -26.1% $15M $-13M $10M $-96M $12M $13M $41M $-41M $10M $-22M $-27M $21M
Amort. of Intangibles 12-point trend, -85.0% $900.0K $900.0K $900.0K $1M $1M $1M $5M $6M $5M $6M $6M $6M
Other Non-cash 12-point trend, +2779.2% $456M $509M $275M $879M $162M $149M $93M $371M $131M $210M $111M $16M
Operating Cash Flow 12-point trend, +341.0% $1.09B $1.04B $453M $353M $502M $606M $520M $383M $341M $292M $190M $247M
CapEx 12-point trend, +124.4% $58M $46M $37M $36M $41M $40M $40M $28M $19M $17M $20M $26M
Investing Cash Flow 12-point trend, -116.5% $-420M $-797M $-295M $-316M $-374M $-411M $-401M $-222M $-186M $-227M $-82M $-194M
Dividends Paid 12-point trend, -48.1% $70M $70M $70M $105M $140M $140M $139M $138M $138M $137M $136M $135M
Financing Cash Flow 12-point trend, -146.4% $-72M $-71M $104M $-82M $-141M $-140M $-138M $-138M $-85M $-109M $-134M $-29M
Net Change in Cash 6-point trend, -185.0% · · · · · · $-20M $23M $71M $-44M $-26M $23M
Taxes Paid 10-point trend, +53280.3% $97M $95M $-58M $-27M $69M $53M $-15M $-11M $25M $-183.0K · ·
Free Cash Flow 12-point trend, +366.6% $1.03B $991M $416M $317M $460M $566M $480M $355M $322M $270M $170M $220M
Levered FCF 10-point trend, +79.7% · · $393M $304M $446M $552M $465M $352M $309M $266M $167M $219M
盈利能力 5
MCY 的年度盈利能力数据
指标 趋势 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +52.8% 9.0% 8.6% 2.1% -14.1% 6.2% 9.9% 8.1% -0.17% 4.2% 2.3% 2.5% 5.9%
Pretax Margin 12-point trend, +34.7% 11.1% 10.5% 2.1% -18.4% 7.5% 12.1% 9.5% -0.91% 4.9% 2.2% 2.3% 8.2%
EBITDA Margin 12-point trend, +34.4% 1.2% 1.3% 1.6% 2.3% 2.0% 1.8% 1.6% 1.7% 1.6% 0.82% 0.88% 0.93%
ROA 12-point trend, +51.9% 6.1% 6.1% 1.4% -7.7% 3.8% 6.1% 5.7% -0.11% 2.9% 1.6% 1.6% 4.0%
ROE 12-point trend, +157.8% 24.8% 24.6% 6.6% -33.4% 11.6% 19.1% 17.8% -0.34% 8.2% 4.1% 4.0% 9.6%
效率 1
MCY 的年度效率数据
指标 趋势 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -0.7% 0.7 0.7 0.7 0.5 0.6 0.6 0.7 0.6 0.7 0.7 0.7 0.7
每股 7
MCY 的年度每股数据
指标 趋势 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +28.3% $43.64 $35.14 $27.96 $27.49 $38.65 $36.72 $32.51 $29.23 $31.83 $31.70 $33.01 $34.02
Revenue / Share 12-point trend, +97.6% $108.19 $98.88 $83.61 $65.79 $72.12 $68.36 $71.76 $61.08 $61.74 $58.36 $54.51 $54.74
Cash Flow / Share 12-point trend, +338.1% $19.63 $18.73 $8.18 $6.37 $9.06 $10.94 $9.39 $6.93 $6.17 $5.20 $3.45 $4.48
Cash / Share 12-point trend, +351.6% $23.75 $13.00 $9.95 $5.23 $6.06 $6.29 $5.32 $5.68 $5.27 $3.98 $4.79 $5.26
Dividend / Share 4-point trend, -33.3% $1 $1 $1 $2 · · · · · · · ·
Dividend Paid / Share 10-point trend, -48.4% · · $1 $2 $3 $3 $3 $3 $2 $2 $2 $2
EPS (TTM) 12-point trend, +202.5% $9.77 $8.45 $1.74 $-9.26 $4.48 $6.77 $5.78 $-0.10 $2.62 $1.32 $1.35 $3.23
增长率 10
MCY 的年度增长率数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +71.0% 9.4% 18.3% 27.1% -8.8% 5.5% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +159.6% 18.0% 11.1% 7.0% · · · · · · · · ·
Revenue CAGR 5Y 9.6% · · · · · · · · · · ·
EPS YoY 3-point trend, +146.2% 15.6% 385.6% · · -33.8% · · · · · · ·
EPS CAGR 3Y 2-point trend, +164.7% · 23.5% -36.4% · · · · · · · · ·
EPS CAGR 5Y 7.6% · · · · · · · · · · ·
Net Income YoY 3-point trend, +146.2% 15.6% 385.8% · · -33.8% · · · · · · ·
Net Income CAGR 3Y 2-point trend, +164.8% · 23.6% -36.4% · · · · · · · · ·
Net Income CAGR 5Y 7.6% · · · · · · · · · · ·
Dividend CAGR 5Y -12.8% · · · · · · · · · · ·
估值 (TTM) 13
MCY 的年度估值 (TTM)数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +99.0% $5.99B $5.48B $4.63B $3.64B $3.99B $3.78B $3.97B $3.38B $3.42B $3.23B $3.01B $3.01B
Net Income TTM 12-point trend, +204.1% $541M $468M $96M $-513M $248M $375M $320M $-6M $145M $73M $74M $178M
Market Cap 12-point trend, +66.8% $5.21B $3.68B $2.07B $1.89B $2.94B $2.89B $2.70B $2.86B $2.96B $3.33B $2.57B $3.12B
P/E 12-point trend, -45.1% 9.6 7.9 21.4 -3.7 11.8 7.7 8.4 -517.1 20.4 45.6 34.5 17.5
P/S 12-point trend, -16.2% 0.9 0.7 0.4 0.5 0.7 0.8 0.7 0.8 0.9 1.0 0.9 1.0
P/B 12-point trend, +29.4% 2.2 1.9 1.3 1.2 1.4 1.4 1.5 1.8 1.7 1.9 1.4 1.7
P / Tangible Book 6-point trend, +50.6% 2.2 1.9 1.4 1.3 1.4 1.5 · · · · · ·
P / Cash Flow 12-point trend, -62.2% 4.8 3.6 4.6 5.4 5.9 4.8 5.2 7.5 8.7 11.6 13.5 12.7
P / FCF 12-point trend, -64.3% 5.1 3.7 5.0 6.0 6.4 5.1 5.6 8.1 9.2 12.3 15.1 14.2
Dividend Yield 12-point trend, -68.9% 1.4% 1.9% 3.4% 5.6% 4.8% 4.8% 5.2% 4.8% 4.7% 4.1% 5.3% 4.3%
Earnings Yield 12-point trend, +82.3% 10.4% 12.7% 4.7% -27.1% 8.4% 13.0% 11.9% -0.19% 4.9% 2.2% 2.9% 5.7%
Payout Ratio 12-point trend, -82.9% 13.0% 15.0% 73.0% -20.6% 56.6% 37.3% 43.5% -2417.6% 95.2% 187.8% 183.1% 76.1%
Annual Payout 12-point trend, -48.1% $70M $70M $70M $105M $140M $140M $139M $138M $138M $137M $136M $135M

财务报表 损益表、资产负债表、现金流量表 — 年度，近5年

损益表
2025-12-312024-12-312023-12-312022-12-312021-12-31
收入 $5.99B$5.48B$4.63B$3.64B$3.99B
净收入 $541M$468M$96M$-513M$248M
稀释后每股收益 (EPS) $9.77$8.45$1.74$-9.26$4.48
现金流
2025-12-312024-12-312023-12-312022-12-312021-12-31
自由现金流 $1.03B$991M$416M$317M$460M

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机构持有人 (13F) 368 家申报者 · $1.9B 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。

机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
77 (+24 与上一季度对比) 28 (-18 与上一季度对比) 132 (+20 与上一季度对比) 80 (-6 与上一季度对比) -444K

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
DIMENSIONAL FUND ADVISORS LP $214447690 2011328 11.14% 股份
VANGUARD PORTFOLIO MANAGEMENT LLC $189937773 1781446 9.86% 股份
Rubric Capital Management LP $164348333 1541440 8.53% 股份
VANGUARD CAPITAL MANAGEMENT LLC $131425676 1232655 6.82% 股份
STATE STREET CORP $123675148 1159962 6.42% 股份
AMERICAN CENTURY COMPANIES INC $102406883 960484 5.32% 股份
GEODE CAPITAL MANAGEMENT, LLC $91856922 861398 4.77% 股份
RENAISSANCE TECHNOLOGIES LLC $83342935 781682 4.33% 股份
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $61400006 575877 3.19% 股份
DG Capital Management, LLC $51461529 482663 2.67% 股份
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $37558174 352262 1.95% 股份
DG Capital Management, LLC $35600418 333900 1.85% 买入期权
WESTWOOD HOLDINGS GROUP INC $24999297 234471 1.30% 股份
TWO SIGMA INVESTMENTS, LP $22446282 210526 1.17% 股份
ALGERT GLOBAL LLC $21732355 203830 1.13% 股份
BNP PARIBAS FINANCIAL MARKETS $19287665 180901 1.00% 股份
VANGUARD FIDUCIARY TRUST CO $19059178 178758 0.99% 股份
JACOBS LEVY EQUITY MANAGEMENT, INC $17696681 165979 0.92% 股份
PANAGORA ASSET MANAGEMENT INC $16206986 152007 0.84% 股份
GOLDMAN SACHS GROUP INC $13895231 130325 0.72% 股份
TWO SIGMA ADVISERS, LP $13187212 140200 0.68% 股份
Baird Financial Group, Inc. $12243601 114834 0.64% 股份
Connor, Clark & Lunn Investment Management Ltd. $11666360 109420 0.61% 股份
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $11610705 108898 0.60% 股份
Public Sector Pension Investment Board $11514427 107995 0.60% 股份
VICTORY CAPITAL MANAGEMENT INC $10262602 96254 0.53% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $10160886 95300 0.53% 买入期权
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $9904145 92892 0.51% 股份
Phase 2 Partners, LLC $9499926 142899 0.49% 股份
NORGES BANK $9499842 89100 0.49% 股份
PEAK6 LLC $9361023 87798 0.49% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $9229667 86566 0.48% 股份
Candriam S.C.A. $9058774 85045 0.47% 股份
FRANKLIN RESOURCES INC $8754995 82114 0.45% 股份
DENALI ADVISORS LLC $8693262 81535 0.45% 股份
Aptus Capital Advisors, LLC $8550391 80195 0.44% 股份
Qube Research & Technologies Ltd $7844033 73570 0.41% 股份
BlackRock, Inc. $7675574 71990 0.40% 股份
FIRST TRUST ADVISORS LP $7654782 71795 0.40% 股份
RHUMBLINE ADVISERS $6819392 63960 0.35% 股份
Philadelphia Financial Management of San Francisco, LLC $6738384 63200 0.35% 股份
Lighthouse Investment Partners, LLC $5982022 56106 0.31% 股份
Park West Asset Management LLC $5956326 55865 0.31% 股份
Swiss National Bank $5928072 55600 0.31% 股份
CITIGROUP INC $5916984 55496 0.31% 股份
BANK OF AMERICA CORP /DE/ $5897898 55317 0.31% 股份
PRUDENTIAL FINANCIAL INC $5849920 54867 0.30% 股份
RAYMOND JAMES FINANCIAL INC $5783401 54243 0.30% 股份
RITHOLTZ WEALTH MANAGEMENT $5691022 53377 0.30% 股份
MARTINGALE ASSET MANAGEMENT L P $5506817 51649 0.29% 股份
IEQ CAPITAL, LLC $5428877 50918 0.28% 股份
AMERIPRISE FINANCIAL INC $5326734 49960 0.28% 股份
Trexquant Investment LP $5171923 48508 0.27% 股份
Horizon Investments, LLC $5014019 47027 0.26% 股份
GLOBEFLEX CAPITAL L P $4900682 45964 0.25% 股份
Engineers Gate Manager LP $4637757 43498 0.24% 股份
VOLORIDGE INVESTMENT MANAGEMENT, LLC $4482092 42038 0.23% 股份
Legal & General Group Plc $4348604 40786 0.23% 股份
NEW YORK STATE COMMON RETIREMENT FUND $4027037 37770 0.21% 股份
ROYCE & ASSOCIATES LP $3759741 35263 0.20% 股份
LEUTHOLD GROUP, LLC $3653974 34271 0.19% 股份
Phocas Financial Corp. $3579660 33574 0.19% 股份
ALLIANCEBERNSTEIN L.P. $3560819 40395 0.18% 股份
Proficio Capital Partners LLC $3390623 31801 0.18% 股份
HUSSMAN STRATEGIC ADVISORS, INC. $3358530 31500 0.17% 股份
CITADEL ADVISORS LLC $3262572 30600 0.17% 买入期权
OCCUDO QUANTITATIVE STRATEGIES LP $3237516 30365 0.17% 股份
ZACKS INVESTMENT MANAGEMENT $3236133 30351 0.17% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $3198600 30000 0.17% 卖出期权
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2984142 33853 0.15% 股份
BRIDGEWAY CAPITAL MANAGEMENT, LLC $2953374 27700 0.15% 股份
STATE OF WISCONSIN INVESTMENT BOARD $2874582 26961 0.15% 股份
DARK FOREST CAPITAL MANAGEMENT LP $2851339 26743 0.15% 股份
Monument Capital Management $2823084 26478 0.15% 股份
VANGUARD ASSET MANAGEMENT, Ltd $2764657 25930 0.14% 股份
Integrated Quantitative Investments LLC $2550777 23924 0.13% 股份
Mariner, LLC $2523936 23672 0.13% 股份
Walleye Trading LLC $2522096 23655 0.13% 股份
IMC-Chicago, LLC $2267488 21267 0.12% 股份
VANGUARD GROUP INC $2139301 22744 0.11% 股份
Inspire Investing, LLC $2122123 24074 0.11% 股份
VOYA INVESTMENT MANAGEMENT LLC $2001791 18775 0.10% 股份
LPL Financial LLC $1930320 18105 0.10% 股份
Bank & Trust Co $1916381 21740 0.10% 股份
Nuveen, LLC $1753473 16446 0.09% 股份
Assenagon Asset Management S.A. $1738013 16301 0.09% 股份
Y-Intercept (Hong Kong) Ltd $1737373 16295 0.09% 股份
TEACHER RETIREMENT SYSTEM OF TEXAS $1723939 16169 0.09% 股份
Convergence Investment Partners, LLC $1716369 16098 0.09% 股份
Schonfeld Strategic Advisors LLC $1694830 15896 0.09% 股份
MetLife Investment Management, LLC $1693552 15884 0.09% 股份
OMERS ADMINISTRATION Corp $1673934 15700 0.09% 股份
CWM, LLC $1658110 18810 0.09% 股份
MANUFACTURERS LIFE INSURANCE COMPANY, THE $1633632 15322 0.08% 股份
INTECH INVESTMENT MANAGEMENT LLC $1625315 15244 0.08% 股份
Quantinno Capital Management LP $1606596 15068 0.08% 股份
WOLVERINE TRADING, LLC $1597690 19240 0.08% 股份
SEB Asset Management AB $1543535 14477 0.08% 股份
MORGAN STANLEY $1530265 14352 0.08% 股份
Sanctuary Advisors, LLC $1523161 14286 0.08% 股份

公司内部人士 40 位内幕人士 · 32 位高管 · 9 位董事

内部人士 角色 上次活动 持股数量 买入 12个月 卖出 12个月 净额 12个月
Mark Allan Ribisi President and Chief Executive Officer of AIS Management LLC 2026年2月21日 A 625 0 0 $0
Gabriel Tirador President & CEO 2026年2月21日 A 48887 0 0 $0
Victor George Joseph President & COO 2026年2月21日 A 15025 0 0 $0
Barnaby Joel Nardella Chief Claims Officer 2026年4月20日 A — 0 0 $0
Charles Toney VP - Actuary 2026年4月20日 A 13783 0 0 $0
Jenny Dickinson Chan VP/Chief HR Officer 2026年2月21日 A — 0 0 $0
Nicholas Vincent Colby VP/Chief Sales Officer 2026年2月21日 A 0 0 0 $0
Ximeng Simon Zhang VP and Chief Data & Analytics Officer 2026年2月21日 A 1500 0 0 $0
Wei Pang VP/Chief Technology Officer 2026年2月21日 A 0 0 0 $0
Katelyn Marie Gibbs VP/Chief Experience Officer 2026年2月21日 A 0 0 0 $0
Kelly Lynn Butler VP and Chief Underwriting Officer 2026年2月21日 A 0 0 0 $0
Jeffrey Michael Schroeder VP/Chief Product Officer 2026年2月21日 A 873 0 0 $0
Erik Dahl Thompson VP/Chief Marketing Officer 2026年2月21日 A 0 0 0 $0
Randall R Petro VP/Chief Claims Officer 2026年2月21日 M 0 0 0 $0
Christopher Graves VP and Chief Investment Officer 2026年2月21日 A 5400 0 0 $0
Heidi C. Sullivan VP/Chief Human Capital Officer 2024年12月3日 S 0 0 0 $0
George Joseph Chairman of the Board 2023年2月23日 J 0 0 0 $0
Judy A Walters Vice President/Corp Secty 2021年10月20日 G 3200 0 0 $0
Brandt Minnich VP/Marketing 2020年5月11日 P 2632 0 0 $0
Allan Lubitz Senior VP-IT 2018年7月30日 M 14540 0 0 $0
Robert Houlihan Vice President - Product Mgmt 2018年2月7日 A 9032 0 0 $0
Kenneth G Kitzmiller VP - Underwriting 2016年2月22日 F 9645 0 0 $0
Douglas S Menges Senior VP/Chief Claims Officer 2013年12月6日 P 11000 0 0 $0
John Sutton Vice President 2013年5月15日 S 0 0 0 $0
Bruce E Norman Senior Vice President 2009年3月12日 P 21158 0 0 $0
Ronald Deep Vice President 2007年11月2日 A — 0 0 $0
Richard Mccathron Vice President 2007年5月29日 S 190 0 0 $0
Randy Farner Vice President 2007年5月4日 A — 0 0 $0
Peter Simon Vice President 2007年2月15日 M 0 0 0 $0
Ken Vanwagner Vice President 2005年10月28日 A — 0 0 $0
Joanna Y Moore Claims - Vice President 2005年10月28日 A 530 0 0 $0
Maria Fitzpatrick VP/Chief Information Officer 2004年10月29日 A 17385 0 0 $0
George Gwyer Braunegg 董事 2025年12月10日 P 3053 1 0 $49912
Joshua Eric Little 董事 2023年8月28日 P 3250 0 0 $0
Mike Curtius 董事 2018年11月8日 G 17544 0 0 $0
Donald Spuehler 董事 2010年5月12日 P 3200 0 0 $0
Donald P Newell 董事 2009年3月12日 P 12700 0 0 $0
Bruce Bunner 董事 2007年9月5日 S 500 0 0 $0
Theodore R Stalick — 2026年2月21日 A 4343 0 0 $0
Abby Hosseini — 2020年6月11日 P 667 0 0 $0

来自SEC表格3/4/5申报的内部人士；净额=仅公开市场买卖

ETF持仓 由 104 只交易所交易基金持有

权重仅反映直接股权持仓（N-PORT）；杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。

基金 权重 单位 截至 来源
OSCV · ETF Series Solutions 1.14% 79798 NS 2026年4月30日 N-PORT
VAMO · Cambria ETF Trust 0.93% 7944 NS 2026年4月30日 N-PORT
ROSC · Lattice Strategies Trust 0.76% 4282 NS 2026年4月30日 N-PORT
FNK · First Trust Exchange-Traded Alpha... 0.62% 13831 NS 2026年4月30日 N-PORT
AFSM · First Trust Exchange-Traded Fund ... 0.60% 6025 NS 2026年5月31日 N-PORT
ESSC · Strategy Shares 0.50% 1335 NS 2026年4月30日 N-PORT
SIXL · EXCHANGE TRADED CONCEPTS TRUST 0.46% 8942 NS 2026年5月31日 N-PORT
FSCC · Federated Hermes ETF Trust 0.39% 10901 NS 2026年5月31日 N-PORT
FNX · First Trust Exchange-Traded Alpha... 0.30% 41285 NS 2026年4月30日 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0.28% 782268 NS 2026年5月31日 N-PORT
DFAT · Dimensional ETF Trust 0.25% 358459 NS 2026年4月30日 N-PORT
PSC · Principal Exchange-Traded Funds 0.25% 54433 NS 2026年6月30日 N-PORT
EBIT · Harbor ETF Trust 0.23% 272 NS 2026年4月30日 N-PORT
AFMC · First Trust Exchange-Traded Fund ... 0.23% 3721 NS 2026年5月31日 N-PORT
GSSC · Goldman Sachs ETF Trust 0.19% 19439 NS 2026年5月31日 N-PORT
FAB · First Trust Exchange-Traded Alpha... 0.19% 2673 NS 2026年4月30日 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund ... 0.13% 9555 NS 2026年4月30日 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.13% 30546 NS 2026年4月30日 N-PORT
DFAS · Dimensional ETF Trust 0.12% 173891 NS 2026年4月30日 N-PORT
SAA · ProShares Trust 0.12% 318 NS 2026年5月31日 N-PORT
BKSE · BNY Mellon ETF Trust 0.11% 954 NS 2026年4月30日 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0.08% 73144 NS 2026年5月31日 N-PORT
RSSL · Global X Funds 0.08% 11659 NS 2026年4月30日 N-PORT
ITWO · ProShares Trust 0.07% 1268 NS 2026年5月31日 N-PORT
EBI · RBB Fund Trust 0.06% 3990 NS 2026年5月31日 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.05% 127585 NS 2026年5月31日 N-PORT
SMDX · Tidal Trust III 0.05% 656 NS 2026年4月30日 N-PORT
DXUV · Dimensional ETF Trust 0.05% 2063 NS 2026年4月30日 N-PORT
UWM · ProShares Trust 0.04% 991 NS 2026年5月31日 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0.03% 7428 NS 2026年4月30日 N-PORT
AVIE · AMERICAN CENTURY ETF TRUST 0.03% 31 NS 2026年5月31日 N-PORT
URTY · ProShares Trust 0.03% 1002 NS 2026年5月31日 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.03% 7914 NS 2026年5月31日 N-PORT
DFUV · Dimensional ETF Trust 0.03% 40388 NS 2026年4月30日 N-PORT
DFAC · Dimensional ETF Trust 0.02% 113385 NS 2026年4月30日 N-PORT
DFSU · Dimensional ETF Trust 0.02% 4894 NS 2026年4月30日 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.02% 22409 NS 2026年5月31日 N-PORT
DCOR · Dimensional ETF Trust 0.02% 4760 NS 2026年4月30日 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.01% 1125 NS 2026年5月31日 N-PORT
DFAU · Dimensional ETF Trust 0.01% 14197 NS 2026年4月30日 N-PORT
HDG · ProShares Trust 0.01% 25 NS 2026年5月31日 N-PORT
TILT · FlexShares Trust 0.01% 1908 NS 2026年4月30日 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0.01% 784 NS 2026年5月31日 N-PORT
DFUS · Dimensional ETF Trust 0.00% 8298 NS 2026年4月30日 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0.00% 15341 NS 2026年5月31日 N-PORT
VXF · VANGUARD INDEX FUNDS — — 2026年7月15日 每日
VB · VANGUARD INDEX FUNDS — — 2026年7月15日 每日
VBR · VANGUARD INDEX FUNDS — — 2026年7月15日 每日
VTI · VANGUARD INDEX FUNDS — — 2026年7月15日 每日
VFQY · VANGUARD WELLINGTON FUND — — 2026年7月30日 每日