American Financial Group Inc
AFGFinancial·Insurance - Property & Casualty·USA·Large·NYSE·Nov 12 • 3:59 PM ET
160.27-0.92 (-0.57%)
2026-11-13 13:11 CET
Market cap
$13.26B
Revenue, TTM
8,389.00 USD m
Net income, TTM
1,020.00 USD m
Free cash flow, TTM
1,634.00 USD m
EPS diluted, TTM
12.27
13.07
Price
AFG against its 20, 50 and 200-day averagesPatternshover a marker to name it
1.8% under the 52-week high of 163.29 on 12 Nov 2026. 52-week low 123.09 on 30 Apr 2026. Last 15 sessions, 9.7% high to low
Volume 0.00× normal · the session has not printed · the line is the 50-bar volume average
Setup. RS line 45
CANSLIM 5 of 6 — fails: Performance: Year +50%
VCP 4 of 6 — fails: Average True Range: Under 2; RSI (14): Not Overbought (<60)
Minervini 3 of 4 — fails: Performance: Year +50%
Zanger 3 of 5 — fails: Performance: Week +10%; Relative Volume: Over 1.5
Leaders 3 of 5 — fails: Performance: Year +50%; Average Volume: Over 500K
Breakout 3 of 4 — fails: Relative Volume: Over 2
Growth 3 of 4 — fails: EPS Growth Next Year: High (>25%)
Quality 2 of 5 — fails: Net Profit Margin: High (>20%); Debt/Equity: Low (<0.1); Current Ratio: Over 1
Value 2 of 4 — fails: P/B: Under 2; Debt/Equity: Low (<0.1)
Income 3 of 4 — fails: Payout Ratio: Low (<20%)
Small Cap 2 of 4 — fails: Average Volume: Over 500K; Performance: Year +50%
Accumulation 3 of 4 — fails: Institutional Transactions: Over +10%
Relative Strength 1 of 3 — fails: Performance: Year +100%; Average Volume: Over 500K
Profile
AFG52-week range, 92% of the way up
123.09163.29
American Financial Group, Inc. is an insurance holding company, which engages in property and casualty insurance, focusing on commercial products for businesses, and in the sale of fixed and fixed-indexed annuities in the retail, financial institutions and education markets. Its Property and Casualty Insurance Products include Property and Transportation, Specialty Casualty, and Specialty Financial. The company was founded by Carl Henry Lindner Jr. in 1959 and is headquartered in Cincinnati, OH.
| Index | RUI |
|---|---|
| Employees | 8500 |
| IPO | Nov 14, 1978 |
| Beta | 0.55 |
| ATR, 14d | 3.07 |
| Rel volume | 0.00 |
| Short float | 2.52% |
| Insider own | 17.24% |
| Inst own | 70.61% |
Snapshot
6 groupsValuation
| Index | RUI |
|---|---|
| Market Cap | $13.26B |
| Enterprise Value | - |
| Income | 1.02B |
| Sales | 8.39B |
| Book / share | 57.12 |
| Cash / share | - |
| Dividend Est. | 7.44 (4.64%) |
| Dividend TTM | 3.60 (2.25%) |
| Dividend Ex-Date | Nov 16, 2026 |
| Dividend Gr. 3/5Y | 12.40% 12.13% |
| Payout | 32.53% |
| Employees | 8500 |
| IPO | Nov 14, 1978 |
Ratios
| Price / earnings | 13.07 |
|---|---|
| Forward price / earnings | 13.13 |
| Price / earnings / growth | 1.79 |
| Price / sales | 1.58 |
| Price / book | 2.81 |
| Price / cash | - |
| Price / free cash flow | 8.12 |
| Value / cash profit | - |
| Value / sales | - |
| Quick Ratio | - |
| Current Ratio | 0.53 |
| Debt / equity | 0.43 |
| Long-term debt / equity | 0.43 |
| Options and short | Yes / Yes |
Earnings
| Earnings / share | 12.27 |
|---|---|
| Earnings next year | 12.21 |
| Earnings next quarter | 3.67 |
| Earnings this year | 25.02% |
| Earnings next year | -5.12% |
| Earnings growth, 5 years | 7.32% |
| Past earnings growth | -1.43% 4.21% |
| Past sales growth | 6.22% 7.53% |
| Earnings vs last year | 28.64% |
| Sales vs last year | 2.13% |
| Earnings vs last quarter | 31.96% |
| Sales vs last quarter | 10.20% |
| Earnings | Nov 03 AMC |
| Surprise | 4.49% 2.20% |
Ownership
| Insiders own | 17.24% |
|---|---|
| Insider trades | -0.76% |
| Institutions own | 70.61% |
| Institution trades | 1.57% |
| Return on assets | 3.71% |
| Return on equity | 21.57% |
| Return on capital | 15.12% |
| Gross Margin | - |
| Operating margin | 14.84% |
| Profit Margin | 12.16% |
| 20-day average | 4.29% |
| 50-day average | 9.61% |
| 200-day average | 16.50% |
Technical
| Shares out | 82.75M |
|---|---|
| Shares floating | 68.49M |
| Short / float | 2.52% |
| Short ratio | 4.27 |
| Short interest | 1.73M |
| 52-week high | 163.29 -1.8% |
| 52-week low | 123.09 +30.2% |
| Volatility | 1.91% 1.90% |
| Average range | 3.07 |
| Strength index | 70.19 |
| Market sensitivity | 0.55 |
| Relative volume | 0.00 |
| Avg Volume | 404.30K |
| Volume | 0 |
Performance
| Perf Week | 2.51% |
|---|---|
| Perf Month | 10.05% |
| Perf Quarter | 9.56% |
| Perf Half Y | 20.86% |
| Perf YTD | 18.64% |
| Perf Year | 15.78% |
| Perf 3Y | 61.83% |
| Perf 5Y | 45.01% |
| Perf 10Y | 254.51% |
| Recommendation | 2.56 |
| Target Price | 158.00 |
| Prev Close | 160.27 |
| Price | 160.27 |
| Change % | 0.00% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Jan 15, 2026 | Initiated | Wells Fargo | Overweight | $165 | +3.0% |
| Feb 07, 2025 | Downgrade | Keefe Bruyette | Outperform → Mkt Perform | $164 → $144 | -10.2% |
| Jun 28, 2024 | Downgrade | Citigroup | Buy → Neutral | $144 → $137 | -14.5% |
| Feb 08, 2024 | Downgrade | Piper Sandler | Overweight → Neutral | $129 | -19.5% |
| Dec 14, 2023 | Initiated | Janney | Buy | $135 | -15.8% |
| Nov 22, 2023 | Initiated | Citigroup | Buy | $125 | -22.0% |
| Sep 07, 2023 | Initiated | Jefferies | Hold | $120 | -25.1% |
| Jan 20, 2023 | Initiated | BMO Capital Markets | Market Perform | $155 | -3.3% |
| Jul 15, 2022 | Initiated | Morgan Stanley | Equal-Weight | $147 | -8.3% |
| Aug 17, 2021 | Initiated | Wolfe Research | Outperform | $145 | -9.5% |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| WRB | W.R. Berkley Corp | 28.66B |
| CNA | CNA Financial Corp | 13.07B |
| MKL | Markel Group Inc | 23.99B |
| RLI | RLI Corp | 6.34B |
| CINF | Cincinnati Financial Corp | 29.29B |
| KNSL | Kinsale Capital Group Inc | 8.78B |
| SKWD | Skyward Specialty Insurance Group Inc | 2.78B |
| TRV | Travelers Companies Inc | 82.63B |
| AXS | Axis Capital Holdings Ltd | 7.76B |
| HIG | Hartford Insurance Group Inc | 36.61B |
Insider trading
latest 14 of 18| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| Hertzman Brian S. | SVP, CFO | Nov 06 '26 | Sale | 155.29 | 301 | 46,744 | 1,553 | Nov 09 04:30 PM |
| Brian S. Hertzman | Officer | Nov 06 '26 | Proposed Sale | 156.35 | 301 | 47,061 | Nov 06 03:00 PM | |
| VON LEHMAN JOHN I | Director | Sep 14 '26 | Sale | 143.84 | 1,279 | 183,971 | 12,483 | Sep 14 05:00 PM |
| John I. Von Lehman | Director | Sep 11 '26 | Proposed Sale | 141.65 | 1,400 | 198,310 | Sep 11 12:40 PM | |
| Hertzman Brian S. | SVP, CFO | Sep 02 '26 | Sale | 142.87 | 950 | 135,726 | 11,123 | Sep 02 04:45 PM |
| Brian S. Hertzman | Officer | Sep 01 '26 | Proposed Sale | 142.55 | 950 | 135,422 | Sep 01 11:14 AM | |
| LINDNER CARL H III | Co-CEO | Aug 26 '26 | Sale | 144.28 | 81,373 | 11,740,594 | 3,060,068 | Aug 26 04:30 PM |
| LINDNER CARL H III | Co-CEO | Aug 24 '26 | Sale | 144.66 | 8,627 | 1,248,009 | 3,141,441 | Aug 26 04:30 PM |
| Carl H. Lindner, III | Officer | Aug 18 '26 | Proposed Sale | 146.60 | 90,000 | 13,194,000 | Aug 18 02:34 PM | |
| Weiss Mark A | Sr. VP & General Counsel | Aug 06 '26 | Sale | 144.76 | 2,813 | 407,210 | 6,648 | Aug 07 04:30 PM |
| Mark A. Weiss | Officer | Aug 06 '26 | Proposed Sale | 141.92 | 2,813 | 399,221 | Aug 06 04:00 PM | |
| Gillis Michelle A | Senior Vice President | Jun 24 '26 | Sale | 139.00 | 2,247 | 312,333 | 13,135 | Jun 25 04:30 PM |
| Thompson David Lawrence Jr | President of Subsidiary | Jun 23 '26 | Sale | 135.05 | 11,370 | 1,535,496 | 584,098 | Jun 24 04:30 PM |
| Michelle A. Gillis | Officer | Jun 24 '26 | Proposed Sale | 137.08 | 2,247 | 308,019 | Jun 24 03:22 PM |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| IJH | iShares Core S&P Mid-Cap ETF | AUM: 125.56B |
| SCHD | Schwab US Dividend Equity ETF | AUM: 123.65B |
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 696.31B |
| VB | Vanguard Morningstar Small-Cap ETF | AUM: 80.23B |
| VBR | Vanguard Morningstar Small-Cap Value ETF | AUM: 37.88B |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.79B |
| SDY | State Street SPDR S&P Dividend ETF | AUM: 22.74B |
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | AUM: 26.08B |
| XMHQ | Invesco S&P MidCap Quality ETF | AUM: 5.85B |
| SPMD | State Street SPDR Portfolio S&P 400TM Mid Cap ETF | AUM: 19.06B |
News
latest 14 of 200- American Financial Group, Inc. Management to Participate in Meetings Hosted by Dowling & Partners (Business Wire)
- AFG's Record Quarter Leans On A One-Time Gain As Pricing Accelerates And Underwriting Margins Thin (Earnings Whispers)
- American Financial: Q3 Earnings Snapshot (Associated Press)
- American Financial Group, Inc. Announces Third Quarter Results and Declares Special Dividend (Business Wire)
- AFG's Charleston Harbor Gain Lifts The Bar; Underwriting Must Prove The Rally Is Earned (Earnings Whispers)
- American Financial Group, Inc. Management to Participate in the Raymond James 2026 Virtual Insurance Conference and the BMO Capital Markets 2026 Financials Conference (Business Wire)
- American Financial Group, Inc. Announces Its Conference Call and Webcast to Discuss 2026 Third Quarter Results (Business Wire)
- American Financial Group, Inc. Declares Quarterly Dividend (Business Wire)
- American Financial Group, Inc. Announces Closing of the Sale of Charleston Harbor Resort & Marina (Business Wire)
- American Financial Group, Inc. Management to Participate in the 2026 Keefe, Bruyette & Woods Insurance Conference (Business Wire)
- American Financial Group, Inc. Increases Annual Common Stock Dividend by 10.2%; Twenty-First Consecutive Year of Dividend Increases (Business Wire)
- American Financial Group Inc (AFG) (Q2 2026) Earnings Call Highlights: Record Operating Income ... (GuruFocus.com)
- American Financial: Q2 Earnings Snapshot (Associated Press)
- American Financial Group, Inc. Announces Second Quarter Results (Business Wire)
Quarterly earnings
2026Q3 EPS 3.970 beat 3.799, from 2.690 a year earlier. Sales 2,454 beat 2,401, from 2,013 a year earlier
The outline behind the bar is the estimate. The filled bar is the print. Green beat it, red missed it.
| Period | Reported | EPS adjusted | EPS est | EPS reported | Sales act, USD m | Sales est, USD m | Surprise | Year-ago quarter | Analysts | Next session |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026Q3ended 2026-09-30 | 2026-11-03 16:30 | 3.970 | 3.799 | 3.400 | 2,454 | 2,401 | EPS +4.5% · sales +2.2% | vs 2025Q3, year-ago quarter · EPS +47.6% · sales +21.9% | 8 EPS · 4 sales | Open -1.69% vs SPY +1.15%. Close +1.16% vs SPY +1.65% |
| 2026Q2ended 2026-06-30 | 2026-08-04 16:30 | 2.820 | 2.324 | 2.988 | 1,915 | 1,854 | EPS +21.3% · sales +3.3% | vs 2025Q2, year-ago quarter · EPS +31.8% · sales +16.3% | 8 EPS · 4 sales | Open +2.77% vs SPY +0.59%. Close +4.36% vs SPY -0.20% |
| 2026Q1ended 2026-03-31 | 2026-04-29 16:30 | 2.470 | 2.537 | 2.293 | 1,664 | 1,701 | EPS -2.6% · sales -2.2% | vs 2025Q1, year-ago quarter · EPS +36.5% · sales +5.3% | 8 EPS · 4 sales | Open -2.53% vs SPY +0.43%. Close +2.97% vs SPY +0.99% |
| 2025Q4ended 2025-12-31 | 2026-02-03 16:30 | 3.650 | 3.269 | 3.584 | 1,444 | 1,898 | EPS +11.7% · sales -23.9% | vs 2024Q4, year-ago quarter · EPS +17.0% · sales -21.9% | 7 EPS · 4 sales | Open -2.13% vs SPY +0.12%. Close -3.12% vs SPY -0.48% |
| 2025Q3ended 2025-09-30 | 2025-11-04 16:30 | 2.690 | 2.521 | 2.578 | 2,013 | 1,978 | EPS +6.7% · sales +1.8% | vs 2024Q3, year-ago quarter · EPS +16.5% · sales -2.0% | 5 | Open +1.38% vs SPY -0.04%. Close +2.80% vs SPY +0.35% |
| 2025Q2ended 2025-06-30 | 2025-08-05 16:30 | 2.140 | 2.084 | 2.084 | 1,647 | 1,712 | EPS +2.7% · sales -3.8% | vs 2024Q2, year-ago quarter · EPS -16.4% · sales +3.9% | 7 EPS · 3 sales | Open -1.16% vs SPY +0.17%. Close +2.69% vs SPY +0.77% |
| 2025Q1ended 2025-03-31 | 2025-05-06 16:30 | 1.810 | 2.027 | 1.838 | 1,580 | 1,698 | EPS -10.7% · sales -7.0% | vs 2024Q1, year-ago quarter · EPS -34.4% · sales +2.2% | 7 EPS · 4 sales | Open -4.59% vs SPY +0.24%. Close -6.14% vs SPY +0.42% |
| 2024Q4ended 2024-12-31 | 2025-02-04 16:30 | 3.120 | 3.101 | 3.036 | 1,850 | 1,779 | EPS +0.6% · sales +4.0% | vs 2023Q4, year-ago quarter · EPS +9.9% · sales +6.8% | 7 EPS · 4 sales | Open -2.96% vs SPY -0.19%. Close -6.23% vs SPY +0.41% |
| 2024Q3ended 2024-09-30 | 2024-11-05 16:30 | 2.310 | 2.469 | 2.157 | 2,055 | 1,799 | EPS -6.4% · sales +14.2% | vs 2023Q3, year-ago quarter · EPS -5.7% · sales +10.8% | 7 EPS · 4 sales | Open +4.14% vs SPY +2.17%. Close +4.99% vs SPY +2.49% |
| 2024Q2ended 2024-06-30 | 2024-08-06 16:30 | 2.560 | 2.471 | 2.491 | 1,585 | 1,715 | EPS +3.6% · sales -7.6% | vs 2023Q2, year-ago quarter · EPS +7.6% · sales +5.2% | 8 EPS · 5 sales | Open -0.84% vs SPY +1.21%. Close -0.70% vs SPY -0.67% |
| 2024Q1ended 2024-03-31 | 2024-05-01 16:30 | 2.760 | 2.703 | 2.888 | 1,546 | 1,718 | EPS +2.1% · sales -10.0% | vs 2023Q1, year-ago quarter · EPS -4.5% · sales +7.6% | 8 EPS · 5 sales | Open +0.86% vs SPY +0.76%. Close -0.82% vs SPY +0.94% |
| 2023Q4ended 2023-12-31 | 2024-02-06 16:30 | 2.840 | 2.903 | 3.138 | 1,732 | 1,666 | EPS -2.2% · sales +4.0% | vs 2022Q4, year-ago quarter · EPS -5.0% · sales +6.7% | 8 EPS · 5 sales | Open +0.60% vs SPY +0.47%. Close +2.11% vs SPY +0.83% |
| 2023Q3ended 2023-09-30 | 2023-11-01 16:30 | 2.450 | 2.471 | 2.090 | 1,855 | 1,646 | EPS -0.8% · sales +12.7% | vs 2022Q3, year-ago quarter · EPS +9.4% · sales +5.0% | 6 EPS · 4 sales | - |
| 2023Q2ended 2023-06-30 | 2023-08-02 16:30 | 2.380 | 2.783 | 2.347 | 1,507 | 1,606 | EPS -14.5% · sales -6.1% | vs 2022Q2, year-ago quarter · EPS -16.5% · sales +8.2% | 5 EPS · 2 sales | - |
| 2023Q1ended 2023-03-31 | 2023-05-02 16:30 | 2.890 | 2.923 | 2.482 | 1,437 | 1,564 | EPS -1.1% · sales -8.1% | vs 2022Q1, year-ago quarter · EPS -18.8% · sales +10.4% | 5 EPS · 1 sales | - |
| 2022Q4ended 2022-12-31 | 2023-02-01 16:30 | 2.990 | 2.855 | 3.236 | 1,623 | 1,588 | EPS +4.7% · sales +2.2% | vs 2021Q4, year-ago quarter · EPS -27.4% · sales +11.8% | 5 EPS · 2 sales | - |
Annual earnings
2025FY EPS 10.290 beat 9.896, from 10.750 a year earlier. Sales 7,110 missed 7,258, from 7,036 a year earlier
Reported years only. The outline behind the bar is the estimate. A later year with no print stays in the table.
earnings feed, not the snapshot. Not the statement ratio.
| Period | EPS adjusted | EPS est | EPS reported | Sales act, USD m | Sales est, USD m | P/E, earnings feed |
|---|---|---|---|---|---|---|
| 2028FYestimate | - | 12.720 | - | - | 8,298 | 12.60 |
| 2027FYestimate | - | 12.206 | - | - | 8,045 | 13.13 |
| 2026FYestimate | - | 12.865 | - | - | 7,691 | 12.46 |
| 2025FY | 10.290 | 9.896 | 10.080 | 7,110 | 7,258 | 13.13 |
| 2024FY | 10.750 | 10.731 | 10.572 | 7,036 | 7,022 | 12.22 |
| 2023FY | 10.560 | 10.628 | 10.047 | 6,531 | 6,459 | 10.28 |
| 2022FY | 11.630 | 11.489 | 10.528 | 6,085 | 6,019 | 10.32 |
| 2021FY | 11.590 | 10.463 | 15.643 | 5,460 | 5,568 | 9.50 |
| 2020FY | 8.440 | 7.494 | 8.206 | 4,899 | 4,838 | 6.66 |
| 2019FY | 8.620 | 8.603 | 9.857 | 5,207 | 5,203 | 7.97 |
| 2018FY | 8.400 | 8.588 | 5.850 | 4,889 | 4,865 | 6.55 |
| 2017FY | 6.200 | 6.030 | 5.290 | 4,601 | 4,577 | 10.34 |
| 2016FY | 6.030 | 5.670 | 7.333 | 4,352 | 4,462 | 8.34 |
| 2015FY | 5.440 | 5.490 | 3.937 | 4,328 | 4,359 | 29.46 |
| 2014FY | 4.820 | 4.790 | 4.970 | 3,986 | 3,991 | 33.25 |
| 2013FY | 4.220 | 4.165 | 5.160 | 3,204 | 4,279 | 37.98 |
| 2012FY | 3.270 | 3.246 | 5.090 | 4,321 | 3,677 | 49.01 |
| 2011FY | 3.530 | 3.326 | 3.330 | 4,106 | 3,001 | 45.40 |
| 2010FY | 3.920 | 3.826 | 4.330 | 3,589 | 3,246 | 40.89 |
Quarterly results
2026Q3 revenue 2,538, from 2,303 a year earlier
From the quarterly statement. Not an estimate.
Estimate revisions
Latest snapshot of each period and type. 2026FY E 12.86 per share.
| Period | Type | Scale | Date | Mean | vs prior date |
|---|---|---|---|---|---|
| 2026FY | E | per share | 2026-11-10 | 12.86 | +0.0% |
| 2026Q4 | E | per share | 2026-11-10 | 3.67 | 0.0% |
| 2026FY | R | per share | 2026-11-09 | 12.40 | -0.4% |
| 2026Q4 | R | per share | 2026-11-09 | 3.66 | +0.2% |
| 2026FY | S | USD millions | 2026-11-09 | 7,691 | -0.4% |
| 2026Q4 | S | USD millions | 2026-11-09 | 1,641 | -2.2% |
| 2026Q3 | S | USD millions | 2026-10-25 | 2,401 | 0.0% |
| 2026Q3 | E | per share | 2026-10-21 | 3.80 | 0.0% |
| 2026Q3 | R | per share | 2026-10-21 | 3.54 | 0.0% |
| 2026Q2 | E | per share | 2026-07-26 | 2.32 | 0.0% |
| 2026Q2 | R | per share | 2026-07-26 | 2.85 | 0.0% |
| 2026Q2 | S | USD millions | 2026-07-26 | 1,854 | 0.0% |
| 2026Q1 | E | per share | 2026-04-28 | 2.54 | 0.0% |
| 2026Q1 | S | USD millions | 2026-04-25 | 1,701 | 0.0% |
| 2026Q1 | R | per share | 2026-04-22 | 2.53 | 0.0% |
| 2025FY | E | per share | 2026-01-29 | 9.90 | 0.0% |
| 2025Q4 | E | per share | 2026-01-29 | 3.27 | +0.0% |
| 2025FY | R | per share | 2026-01-29 | 9.86 | +0.2% |
| 2025Q4 | R | per share | 2026-01-29 | 3.37 | +0.6% |
| 2025FY | S | USD millions | 2026-01-29 | 7,258 | +0.9% |
| 2025Q4 | S | USD millions | 2026-01-29 | 1,852 | +2.3% |
| 2025Q3 | R | per share | 2025-10-21 | 2.85 | 0.0% |
| 2025Q3 | S | USD millions | 2025-10-20 | 1,978 | +1.7% |
| 2025Q3 | E | per share | 2025-10-14 | 2.51 | +1.2% |
| 2025Q2 | E | per share | 2025-07-27 | 2.08 | 0.0% |
| 2025Q2 | S | USD millions | 2025-07-27 | 1,712 | 0.0% |
| 2025Q2 | R | per share | 2025-07-21 | 2.14 | 0.0% |
| 2025Q1 | E | per share | 2025-04-23 | 2.03 | 0.0% |
| 2025Q1 | R | per share | 2025-04-23 | 2.08 | 0.0% |
| 2025Q1 | S | USD millions | 2025-04-21 | 1,698 | 0.0% |
| 2024FY | E | per share | 2025-01-29 | 10.73 | 0.0% |
| 2024FY | R | per share | 2025-01-29 | 10.62 | 0.0% |
| 2024FY | S | USD millions | 2025-01-29 | 7,022 | 0.0% |
| 2024Q4 | S | USD millions | 2025-01-29 | 1,779 | 0.0% |
| 2024Q4 | E | per share | 2025-01-27 | 3.10 | 0.0% |
| 2024Q4 | R | per share | 2025-01-22 | 3.08 | 0.0% |
| 2024Q3 | S | USD millions | 2024-10-27 | 1,799 | 0.0% |
| 2024Q3 | E | per share | 2024-10-26 | 2.47 | 0.0% |
| 2024Q3 | R | per share | 2024-10-26 | 2.36 | 0.0% |
| 2024Q2 | S | USD millions | 2024-07-24 | 1,715 | 0.0% |
| 2024Q2 | E | per share | 2024-07-20 | 2.45 | 0.0% |
| 2024Q2 | R | per share | 2024-07-20 | 2.44 | +0.5% |
| 2024Q1 | E | per share | 2024-04-27 | 2.70 | 0.0% |
| 2024Q1 | S | USD millions | 2024-04-27 | 1,718 | 0.0% |
| 2024Q1 | R | per share | 2024-04-24 | 2.71 | 0.0% |
| 2023FY | R | per share | 2024-01-22 | 9.77 | 0.0% |
| 2023FY | S | USD millions | 2024-01-22 | 6,459 | 0.0% |
| 2023FY | E | per share | 2024-01-17 | 10.63 | -0.1% |
Estimate history
| Metric | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | MRQ |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EPS per share | 5.29 | 5.85 | 9.857 | 8.206 | 15.643 | 10.528 | 10.047 | 10.572 | 10.084 | 12.2667 | - |
| Sales USD millions | 6,801 | 6,989 | 8,083 | 5,647 | 6,227 | 6,773 | 7,732 | 8,278 | 8,117 | 8,389 | - |
| Shares million shares | 88 | 89 | 90 | 86 | 85 | 85 | 84 | 84 | 83 | - | 83 |
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|---|
| EPS per share | 2.157 | 3.036 | 1.838 | 2.084 | 2.578 | 3.584 | 2.293 | 2.988 | 3.402 |
| Sales USD millions | 2,361 | 2,138 | 1,843 | 1,930 | 2,303 | 2,041 | 1,818 | 1,992 | 2,538 |
| Shares million shares | 84 | 84 | 84 | 83 | 83 | 83 | 83 | 83 | 83 |
Income statement, annual
| Metric | TTM | 2025FY12/31/2025 | 2024FY12/31/2024 | 2023FY12/31/2023 | 2022FY12/31/2022 | 2021FY12/31/2021 | 2020FY12/31/2020 | 2019FY12/31/2019 | 2018FY12/31/2018 |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 8,389.00 | 8,117.00-1.9% | 8,278.00+7.1% | 7,732.00+14.2% | 6,773.00+8.8% | 6,227.00+10.3% | 5,647.00-30.1% | 8,083.00+15.7% | 6,989.00 |
| Losses, Claims & Reserves | 6,590.00 | 5,672.00-0.5% | 5,701.00+8.6% | 5,248.00+11.5% | 4,706.00+14.1% | 4,124.00-3.7% | 4,281.00-30.8% | 6,183.00+9.9% | 5,624.00 |
| Selling, General and Administrative Incl. Other | 554.00 | 1,349.00-5.2% | 1,423.00-0.5% | 1,430.00+27.0% | 1,126.00+12.7% | 999.00-5.8% | 1,061.00+20.8% | 878.00+6.4% | 825.00 |
| Operating Income before Interest Expense | 1,245.00 | 1,096.00-5.0% | 1,154.00+9.5% | 1,054.00+12.0% | 941.00-14.8% | 1,104.00+262.0% | 305.00-70.2% | 1,022.00+89.3% | 540.00 |
| Interest Expense | 93.00 | 80.00+5.3% | 76.000.0% | 76.00-10.6% | 85.00-9.6% | 94.00+6.8% | 88.00+29.4% | 68.00+9.7% | 62.00 |
| Unusual Expense | - | - | - | 4.00 | - | - | - | - | - |
| Net Income Before Taxes | 1,293.00 | 1,073.00-4.5% | 1,124.00+4.8% | 1,073.00-4.5% | 1,123.00-15.9% | 1,335.00+293.8% | 339.00-69.4% | 1,108.00+73.4% | 639.00 |
| Income Taxes | 273.00 | 231.00-2.5% | 237.00+7.2% | 221.00-1.8% | 225.00-11.4% | 254.00+916.0% | 25.00-89.5% | 239.00+95.9% | 122.00 |
| Consolidated Net Income | 1,020.00 | 842.00-5.1% | 887.00+4.1% | 852.00-5.1% | 898.00-16.9% | 1,081.00+244.3% | 314.00-63.9% | 869.00+68.1% | 517.00 |
| Net Income From Continuing Operations | 1,020.00 | 842.00-5.1% | 887.00+4.1% | 852.00-5.1% | 898.00-16.9% | 1,081.00+232.6% | 325.00-63.8% | 897.00+69.2% | 530.00 |
| Net Income | 1,020.00 | 842.00-5.1% | 887.00+4.1% | 852.00-5.1% | 898.00-32.9% | 1,339.00+82.9% | 732.00-18.4% | 897.00+69.2% | 530.00 |
| EPS (Recurring) per share | 12.30 | 10.08-4.6% | 10.57+4.9% | 10.08-4.3% | 10.53-54.8% | 23.31+183.9% | 8.21-16.7% | 9.86+68.5% | 5.85 |
| EPS (Basic, Before Extraordinaries) per share | 12.27 | 10.08-4.6% | 10.57+5.1% | 10.06-4.6% | 10.55-32.9% | 15.73+90.7% | 8.25-17.3% | 9.98+67.4% | 5.96 |
| EPS (Diluted) per share | 12.27 | 10.08-4.6% | 10.57+5.2% | 10.05-4.6% | 10.53-32.7% | 15.64+90.5% | 8.21-16.7% | 9.86+68.5% | 5.85 |
| Non-Operating Income (Expense) | 123.00 | 57.00+23.9% | 46.00-53.5% | 99.00-62.9% | 267.00-17.8% | 325.00+166.4% | 122.00-20.8% | 154.00-4.3% | 161.00 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 25.79 | 25.000.0% | 25.00+108.3% | 12.00+9.1% | 11.00+1000.0% | 1.00-92.9% | 14.00-61.1% | 36.000.0% | 36.00 |
| Price To Earnings Ratio ratio statement ratio, not the snapshot | 13.07 | 13.07 | 12.49 | 10.86 | 10.64 | 4.80 | 6.97 | 7.28 | 9.68 |
| Price To Sales Ratio ratio | 1.35 | 1.41 | 1.39 | 1.30 | 1.73 | 1.89 | 1.38 | 1.23 | 1.17 |
| Operating Margin % | 14.84 | 13.50 | 13.94 | 13.63 | 13.89 | 17.73 | 5.40 | 12.64 | 7.73 |
| Net Margin % | 12.16 | 10.37 | 10.72 | 11.02 | 13.26 | 21.50 | 12.96 | 11.10 | 7.58 |
| Shares Outstanding million shares | 82.75 | 83.42-0.7% | 83.98+0.4% | 83.64-1.8% | 85.20+0.3% | 84.92-1.7% | 86.35-4.4% | 90.30+1.1% | 89.29 |
| Market Capitalization | 13,263.56 | 13,263.56+18.5% | 11,193.57+21.2% | 9,236.19-11.0% | 10,380.56+9.5% | 9,483.08+85.9% | 5,101.60-21.2% | 6,476.96+28.2% | 5,050.50 |
| Operating Income after Interest Expense | - | 1,016.00-5.8% | 1,078.00+10.2% | 978.00+14.3% | 856.00-15.2% | 1,010.00+365.4% | 217.00-77.3% | 954.00+99.6% | 478.00 |
| Reserves Increase (Decrease) | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Income statement, quarterly
| Metric | 2026Q39/30/2026 | 2026Q26/30/2026 | 2026Q13/31/2026 | 2025Q412/31/2025 | 2025Q39/30/2025 | 2025Q26/30/2025 | 2025Q13/31/2025 | 2024Q412/31/2024 |
|---|---|---|---|---|---|---|---|---|
| Total Revenue | 2,538.00+10.2% | 1,992.00+3.2% | 1,818.00-1.4% | 2,041.00-4.5% | 2,303.00-2.5% | 1,930.00+2.3% | 1,843.00-2.0% | 2,138.00+2.5% |
| Losses, Claims & Reserves | 2,041.00+8.3% | 1,560.00+1.2% | 1,462.00-2.2% | 1,527.00-8.1% | 1,884.00-3.3% | 1,541.00+6.8% | 1,495.00+5.7% | 1,661.00+7.2% |
| Selling, General and Administrative Incl. Other | 160.000.0% | 130.00-3.7% | 130.00-10.3% | 134.00-10.1% | 160.00-7.5% | 135.00-19.2% | 145.00-13.7% | 149.00-17.2% |
| Operating Income before Interest Expense | 337.00+30.1% | 302.00+18.9% | 226.00+11.3% | 380.00+15.9% | 259.00+7.9% | 254.00-8.0% | 203.00-31.9% | 328.00-8.1% |
| Interest Expense | 23.00+21.1% | 24.00+26.3% | 23.00+21.1% | 23.00+21.1% | 19.000.0% | 19.000.0% | 19.000.0% | 19.000.0% |
| Operating Income after Interest Expense | 314.00+30.8% | 278.00+18.3% | 203.00+10.3% | 357.00+15.5% | 240.00+8.6% | 235.00-8.6% | 184.00-34.1% | 309.00-8.6% |
| Net Income Before Taxes | 359.00+34.0% | 316.00+38.0% | 239.00+21.3% | 379.00+18.4% | 268.00+17.0% | 229.00-15.5% | 197.00-35.2% | 320.00-4.5% |
| Income Taxes | 77.00+45.3% | 68.00+23.6% | 48.00+11.6% | 80.00+23.1% | 53.00+10.4% | 55.00-11.3% | 43.00-30.6% | 65.00-9.7% |
| Consolidated Net Income | 282.00+31.2% | 248.00+42.5% | 191.00+24.0% | 299.00+17.3% | 215.00+18.8% | 174.00-16.7% | 154.00-36.4% | 255.00-3.0% |
| Net Income From Continuing Operations | 282.00+31.2% | 248.00+42.5% | 191.00+24.0% | 299.00+17.3% | 215.00+18.8% | 174.00-16.7% | 154.00-36.4% | 255.00-3.0% |
| Net Income | 282.00+31.2% | 248.00+42.5% | 191.00+24.0% | 299.00+17.3% | 215.00+18.8% | 174.00-16.7% | 154.00-36.4% | 255.00-3.0% |
| EPS (Recurring) per share | 3.40+31.8% | 2.99+43.8% | 2.29+24.5% | 3.58+17.8% | 2.58+19.4% | 2.08-16.5% | 1.84-36.3% | 3.04-3.2% |
| EPS (Basic, Before Extraordinaries) per share | 3.40+31.8% | 2.99+43.8% | 2.29+24.5% | 3.58+17.8% | 2.58+19.4% | 2.08-16.5% | 1.84-36.3% | 3.04-3.2% |
| EPS (Diluted) per share | 3.40+31.8% | 2.99+43.8% | 2.29+24.5% | 3.58+17.8% | 2.58+19.4% | 2.08-16.5% | 1.84-36.3% | 3.04-3.2% |
| Non-Operating Income (Expense) | 45.00+60.7% | 38.00 | 18.00+38.5% | 22.00+2100.0% | 28.00+366.7% | -6.00-142.9% | 13.00-48.0% | 1.00 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 3.95+25.0% | 3.16-20.0% | 3.95+25.0% | 14.730.0% | 3.160.0% | 3.950.0% | 3.160.0% | 14.73+1467.0% |
| Price To Earnings Ratio ratio statement ratio, not the snapshot | 13.07 | 13.28 | 12.66 | 14.17 | 15.82 | 13.12 | 12.29 | 12.49 |
| Price To Sales Ratio ratio | 1.35 | 1.42 | 1.31 | 1.40 | 1.48 | 1.27 | 1.34 | 1.39 |
| Operating Margin % | 13.28 | 15.16 | 12.43 | 18.62 | 11.25 | 13.16 | 11.01 | 15.34 |
| Net Margin % | 11.11 | 12.45 | 10.51 | 14.65 | 9.34 | 9.02 | 8.36 | 11.93 |
| Shares Outstanding million shares | 82.75-0.8% | 82.92-0.6% | 83.09-0.7% | 83.42-0.7% | 83.40-0.6% | 83.39-0.6% | 83.67-0.2% | 83.98+0.4% |
| Market Capitalization | 13,263.56+10.3% | 11,627.07+11.5% | 10,638.09-2.5% | 11,267.05+0.7% | 12,024.92+12.5% | 10,430.36+6.8% | 10,914.63+1.0% | 11,193.57+21.2% |
Balance sheet, annual
| Metric | 2025FY12/31/2025 | 2024FY12/31/2024 | 2023FY12/31/2023 | 2022FY12/31/2022 | 2021FY12/31/2021 | 2020FY12/31/2020 | 2019FY12/31/2019 | 2018FY12/31/2018 | 2017FY12/31/2017 |
|---|---|---|---|---|---|---|---|---|---|
| Total Cash | 1,727.00+22.8% | 1,406.00+14.8% | 1,225.00+40.5% | 872.00-59.1% | 2,131.00+28.0% | 1,665.00-28.0% | 2,314.00+52.7% | 1,515.00-35.2% | 2,338.00 |
| Investments | 13,034.00+7.1% | 12,169.00-0.4% | 12,224.00+2.4% | 11,940.00-1.3% | 12,097.00+14.2% | 10,594.00-79.3% | 51,250.00+12.4% | 45,609.00+4.3% | 43,710.00 |
| Premium Balance Receivables - Insurance | 1,641.00+7.1% | 1,532.00+4.1% | 1,471.00+9.9% | 1,339.00+5.8% | 1,265.00+2.9% | 1,229.00-7.9% | 1,335.00+8.2% | 1,234.00+7.7% | 1,146.00 |
| Net Property, Plant & Equipment | 198.00-6.6% | 212.00+20.5% | 176.00+70.9% | 103.00-12.7% | 118.00-15.1% | 139.00-12.0% | 158.00 | 0.00 | 0.00 |
| Investment in Unconsolidated Affiliates | 2,421.00+6.3% | 2,277.00+25.5% | 1,814.00+6.7% | 1,700.00+12.1% | 1,517.00+22.8% | 1,235.00-26.8% | 1,688.00+22.9% | 1,374.00 | 0.00 |
| Deferred Tax Assets | 492.00+6.3% | 463.00+14.9% | 403.00+5.2% | 383.000.0% | 383.00-0.8% | 386.00-61.7% | 1,008.00+15.6% | 872.00+2.2% | 853.00 |
| Other Intangible Assets | 6,991.00+0.6% | 6,947.00-4.9% | 7,303.00-5.8% | 7,753.00+5.1% | 7,374.00-86.5% | 54,644.00+499.3% | 9,118.00-3.0% | 9,400.00+0.6% | 9,348.00 |
| Total Assets | 26,504.00+6.0% | 25,006.00+1.6% | 24,616.00+2.2% | 24,090.00-3.2% | 24,885.00-64.4% | 69,892.00+4.5% | 66,871.00+11.4% | 60,004.00+4.5% | 57,395.00 |
| Insurance Policy Liabilities - Insurance | 12,213.00+5.5% | 11,574.00+4.3% | 11,100.00+7.5% | 10,326.00+5.8% | 9,762.00+6.8% | 9,139.00-81.7% | 49,987.00+9.6% | 45,628.00+8.4% | 42,093.00 |
| Total Debt | 2,036.00+19.3% | 1,707.00+2.0% | 1,673.00+3.8% | 1,612.00-23.2% | 2,100.00-1.0% | 2,122.00+28.4% | 1,653.00+27.0% | 1,302.00+0.1% | 1,301.00 |
| Long Term Debt | 1,997.00+19.8% | 1,667.00+1.9% | 1,636.00+3.8% | 1,576.00-23.6% | 2,062.00-2.8% | 2,122.00+32.0% | 1,607.00+23.4% | 1,302.00+0.1% | 1,301.00 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Liabilities | 479.00+33.4% | 359.00+34.5% | 267.00+74.5% | 153.00-50.2% | 307.00+29.0% | 238.00-71.5% | 834.00+64.5% | 507.00-28.2% | 706.00 |
| Other Liabilities | 6,956.00+0.8% | 6,900.00-5.7% | 7,318.00-7.9% | 7,947.00+3.2% | 7,704.00-85.1% | 51,604.00+534.9% | 8,128.00+7.0% | 7,595.00-4.6% | 7,961.00 |
| Total Liabilities | 21,684.00+5.6% | 20,540.00+0.9% | 20,358.00+1.6% | 20,038.00+0.8% | 19,873.00-68.5% | 63,103.00+4.1% | 60,602.00+10.1% | 55,032.00+5.7% | 52,061.00 |
| Non-Equity Reserves | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 4,820.00+7.9% | 4,466.00+4.9% | 4,258.00+5.1% | 4,052.00-19.2% | 5,012.00-26.2% | 6,789.00+8.3% | 6,269.00+26.1% | 4,970.00-6.8% | 5,330.00 |
| Total Shareholders Equity | 4,820.00+7.9% | 4,466.00+4.9% | 4,258.00+5.1% | 4,052.00-19.2% | 5,012.00-26.2% | 6,789.00+8.3% | 6,269.00+26.1% | 4,970.00-6.8% | 5,330.00 |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00-100.0% | 2.00+100.0% | 1.00 |
| Total Equity | 4,820.00+7.9% | 4,466.00+4.9% | 4,258.00+5.1% | 4,052.00-19.2% | 5,012.00-26.2% | 6,789.00+8.3% | 6,269.00+26.1% | 4,972.00-6.7% | 5,331.00 |
| Total Liabilities & Stockholders Equity | 26,504.00+6.0% | 25,006.00+1.6% | 24,616.00+2.2% | 24,090.00-3.2% | 24,885.00-64.4% | 69,892.00+4.5% | 66,871.00+11.4% | 60,004.00+4.6% | 57,392.00 |
| Book Value Per Share per share | 57.78+8.6% | 53.18+4.5% | 50.91+7.0% | 47.56-19.4% | 59.02-24.9% | 78.63+13.3% | 69.42+24.7% | 55.66-7.8% | 60.38 |
| Tangible Book Value Per Share per share | 51.59+9.5% | 47.13+5.4% | 44.72+3.0% | 43.40-20.9% | 54.87-28.0% | 76.19+14.3% | 66.65+26.4% | 52.74-8.8% | 57.83 |
| Full-Time Employees people | 8,500-2.3% | 8,700+2.4% | 8,500+23.2% | 6,900+4.5% | 6,600+1.5% | 6,500-4.4% | 6,800+1.5% | 6,7000.0% | 6,700 |
| Price to Book Ratio ratio | 2.81 | 2.38 | 2.33 | 2.64 | 1.89 | 0.75 | 1.03 | 1.02 | 1.08 |
| Return on Assets % | 3.27 | 3.58 | 3.50 | 3.67 | 2.43 | 0.48 | 1.41 | 0.90 | 0.86 |
| Return on Equity % | 18.13 | 20.33 | 20.51 | 19.81 | 18.32 | 4.98 | 15.96 | 10.29 | 9.27 |
| Return on Invested Capital % | 12.35 | 14.46 | 14.46 | 15.96 | 18.93 | 8.21 | 11.39 | 8.45 | 7.16 |
| Current Ratio ratio | 0.48 | 0.45 | 0.45 | 0.39 | 0.65 | 0.45 | 0.84 | 0.72 | 0.75 |
Cash flow, annual
| Metric | TTM | 2025FY12/31/2025 | 2024FY12/31/2024 | 2023FY12/31/2023 | 2022FY12/31/2022 | 2021FY12/31/2021 | 2020FY12/31/2020 | 2019FY12/31/2019 | 2018FY12/31/2018 |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 1,039.00 | 923.00-2.0% | 942.00-2.2% | 963.00-12.9% | 1,106.00-16.5% | 1,325.00-24.9% | 1,765.00-0.8% | 1,780.00-3.2% | 1,838.00 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 716.00 | 610.00+190.5% | 210.00-79.1% | 1,007.00+2042.6% | 47.00-87.9% | 389.00-6.9% | 418.00-38.2% | 676.00+175.9% | 245.00 |
| Cash from Operating Activities | 1,755.00 | 1,533.00+33.1% | 1,152.00-41.5% | 1,970.00+70.9% | 1,153.00-32.7% | 1,714.00-21.5% | 2,183.00-11.1% | 2,456.00+17.9% | 2,083.00 |
| Capital Expenditures | -121.00 | -135.00 | -133.00 | -72.00 | -86.00 | -62.00 | -60.00 | -44.00 | -80.00 |
| Net Assets From Acquisitions | 0.00 | -7.00 | -9.00 | -234.00 | -10.00 | -2,181.00 | -428.00 | 0.00 | -36.00 |
| Sale of Fixed Assets and Businesses | 94.00 | 5.00-83.3% | 30.00+3.4% | 29.00-6.5% | 31.00-99.1% | 3,627.00+45237.5% | 8.00+100.0% | 4.00-75.0% | 16.00 |
| Purchase or Sale of Investments | -2,030.00 | -705.00-432.5% | 212.00-69.6% | 697.00 | -982.00 | -1,852.00 | -1,083.00 | -3,022.00 | -5,280.00 |
| Purchase of Investments | -6,521.00 | -5,586.00 | -4,641.00 | -3,767.00 | -6,555.00 | -10,935.00 | -13,510.00 | -11,333.00 | -14,008.00 |
| Sale Or Maturity of Investments | 4,491.00 | 4,881.00+0.6% | 4,853.00+8.7% | 4,464.00-19.9% | 5,573.00-38.6% | 9,083.00-26.9% | 12,427.00+49.5% | 8,311.00-4.8% | 8,728.00 |
| Other Uses | -2.00 | 0.00 | -5.00 | -6.00 | -4.00 | 0.00 | -1.00 | -3.00 | 0.00 |
| Other Sources | 6.00 | 7.00 | 0.00 | 0.00 | 0.00-100.0% | 32.00 | 0.00 | 0.00-100.0% | 30.00 |
| Cash from Investing Activities | -2,053.00 | -835.00-978.9% | 95.00-77.1% | 414.00 | -1,051.00 | -436.00 | -1,564.00 | -3,065.00 | -5,350.00 |
| Cash Dividends Paid | -582.00 | -606.00 | -788.00 | -684.00 | -1,213.00 | -2,374.00 | -334.00 | -444.00 | -394.00 |
| Change in Capital Stock | -103.00 | -87.00-611.8% | 17.00 | -198.00-4060.0% | 5.00 | -253.00 | -291.00-908.3% | 36.00+33.3% | 27.00 |
| Repurchase of Common Pref Stock | -113.00 | -99.00 | 0.00 | -213.00 | -11.00 | -319.00 | -313.00 | 0.00 | -6.00 |
| Sale of Common Pref Stock | 10.00 | 12.00-29.4% | 17.00+13.3% | 15.00-6.3% | 16.00-75.8% | 66.00+200.0% | 22.00-38.9% | 36.00+9.1% | 33.00 |
| Proceedsfrom Stock Options | 10.00 | 12.00-29.4% | 17.00+13.3% | 15.00-6.3% | 16.00-75.8% | 66.00+200.0% | 22.00-38.9% | 36.00+9.1% | 33.00 |
| Issuance or Reduction of Debt, Net | 0.00 | 344.00 | 0.00 | -21.00 | -477.00 | 0.00-100.0% | 484.00+193.3% | 165.00 | 0.00 |
| Change in Long Term Debt | 0.00 | 344.00 | 0.00 | -21.00 | -477.00 | 0.00-100.0% | 484.00+193.3% | 165.00 | 0.00 |
| Issuance of Long Term Debt | 0.00 | 344.00 | 0.00 | 0.00 | 0.00 | 0.00-100.0% | 634.00+101.3% | 315.00 | 0.00 |
| Reduction of Long Term Debt | 0.00 | 0.00 | 0.00 | -21.00 | -477.00 | 0.00 | -150.00 | -150.00 | 0.00 |
| Net Financing Active Other Cash Flow | 489.00 | -28.00 | -295.00 | -1,128.00-448.1% | 324.00-51.6% | 670.00+3622.2% | 18.00-98.9% | 1,651.00-41.3% | 2,811.00 |
| Other Financing Activities Uses | -1,415.00 | -3,021.00 | -2,631.00 | -1,798.00 | -882.00 | -4,932.00 | -4,965.00 | -3,740.00 | -4,851.00 |
| Cash from Financing Activities | -196.00 | -377.00 | -1,066.00 | -2,031.00 | -1,361.00 | -1,957.00 | -123.00-108.7% | 1,408.00-42.4% | 2,444.00 |
| Net Change in Cash | -494.00 | 321.00+77.3% | 181.00-48.7% | 353.00 | -1,259.00 | -679.00-236.9% | 496.00-37.9% | 799.00 | -823.00 |
| Free Cash Flow | 1,634.00 | 1,398.00+37.2% | 1,019.00-46.3% | 1,898.00+77.9% | 1,067.00-35.4% | 1,652.00-22.2% | 2,123.00-12.0% | 2,412.00+20.4% | 2,003.00 |
| Preferred Dividends (Cash Flow) | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Price to Free Cash Flow ratio | 10.78 | 14.41 | 49.73 | 8.30 | - | - | 4.37 | 5.07 | 5.10 |
Balance sheet, quarterly
| Metric | 2026Q39/30/2026 | 2026Q26/30/2026 | 2026Q13/31/2026 | 2025Q412/31/2025 | 2025Q39/30/2025 | 2025Q26/30/2025 | 2025Q13/31/2025 | 2024Q412/31/2024 |
|---|---|---|---|---|---|---|---|---|
| Total Cash | 1,348.00-26.8% | 1,438.00+13.4% | 1,353.00+6.0% | 1,727.00+22.8% | 1,842.00+39.3% | 1,268.00+13.1% | 1,276.00+17.4% | 1,406.00+14.8% |
| Investments | 13,545.00+8.0% | 13,194.00+6.1% | 13,347.00+7.7% | 13,034.00+7.1% | 12,536.00+0.2% | 12,440.00+1.5% | 12,392.00+0.6% | 12,169.00-0.4% |
| Net Property, Plant & Equipment | 174.00-13.4% | 188.00-8.3% | 0.00-100.0% | 198.00-6.6% | 201.00-6.1% | 205.00-0.5% | 207.00+14.4% | 212.00+20.5% |
| Investment in Unconsolidated Affiliates | 2,458.00+3.1% | 2,437.00+4.1% | 2,443.00+5.0% | 2,421.00+6.3% | 2,383.00+24.7% | 2,341.00+24.4% | 2,326.00+25.9% | 2,277.00+25.5% |
| Deferred Tax Assets | - | - | - | 492.00+6.3% | - | - | - | 463.00+14.9% |
| Other Intangible Assets | 8,401.00+7.3% | 7,089.00+9.4% | 7,026.00+8.9% | 6,991.00+0.6% | 7,830.00-3.1% | 6,480.00-10.5% | 6,454.00-12.5% | 6,947.00-4.9% |
| Total Assets | 28,141.00+4.9% | 26,392.00+6.9% | 25,839.00+6.6% | 26,504.00+6.0% | 26,826.00+3.1% | 24,680.00+0.3% | 24,244.00-0.7% | 25,006.00+1.6% |
| Insurance Policy Liabilities - Insurance | 13,267.00+6.0% | 12,497.00+5.3% | 12,311.00+5.9% | 12,213.00+5.5% | 12,521.00+4.7% | 11,871.00+6.7% | 11,630.00+4.7% | 11,574.00+4.3% |
| Total Debt | 2,021.00-1.1% | 2,031.00+19.3% | 1,820.00+6.8% | 2,036.00+19.3% | 2,044.00+19.5% | 1,702.000.0% | 1,704.00+1.5% | 1,707.00+2.0% |
| Long Term Debt | 2,021.00-1.1% | 2,031.00+19.3% | 1,820.00+6.8% | 1,997.00+19.8% | 2,044.00+19.5% | 1,702.000.0% | 1,704.00+1.5% | 1,667.00+1.9% |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Liabilities | - | - | - | 479.00+33.4% | - | - | - | 359.00+34.5% |
| Other Liabilities | 8,126.00+7.9% | 7,043.00+6.9% | 7,030.00+7.9% | 6,956.00+0.8% | 7,531.00-1.5% | 6,591.00-11.0% | 6,518.00-11.7% | 6,900.00-5.7% |
| Total Liabilities | 23,414.00+6.0% | 21,571.00+7.0% | 21,161.00+6.6% | 21,684.00+5.6% | 22,096.00+3.6% | 20,164.00-0.3% | 19,852.00-1.6% | 20,540.00+0.9% |
| Non-Equity Reserves | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Preferred Stock - Carrying Value | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 4,727.00-0.1% | 4,821.00+6.8% | 4,678.00+6.5% | 4,820.00+7.9% | 4,730.00+0.5% | 4,516.00+3.0% | 4,392.00+3.6% | 4,466.00+4.9% |
| Total Shareholders Equity | 4,727.00-0.1% | 4,821.00+6.8% | 4,678.00+6.5% | 4,820.00+7.9% | 4,730.00+0.5% | 4,516.00+3.0% | 4,392.00+3.6% | 4,466.00+4.9% |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 4,727.00-0.1% | 4,821.00+6.8% | 4,678.00+6.5% | 4,820.00+7.9% | 4,730.00+0.5% | 4,516.00+3.0% | 4,392.00+3.6% | 4,466.00+4.9% |
| Total Liabilities & Stockholders Equity | 28,141.00+4.9% | 26,392.00+6.9% | 25,839.00+6.6% | 26,504.00+6.0% | 26,826.00+3.1% | 24,680.00+0.3% | 24,244.00-0.7% | 25,006.00+1.6% |
| Book Value Per Share per share | 57.12+0.7% | 58.14+7.3% | 56.30+7.3% | 57.78+8.6% | 56.71+1.1% | 54.16+3.7% | 52.49+3.8% | 53.18+4.5% |
| Tangible Book Value Per Share per share | 51.07+1.1% | 52.04+8.0% | 52.37+12.7% | 51.59+9.5% | 50.49+0.8% | 48.19+4.3% | 46.48+4.7% | 47.13+5.4% |
| Full-Time Employees people | - | - | - | 8,500-2.3% | - | - | - | 8,700+2.4% |
| Price to Book Ratio ratio | 2.81 | 2.49 | 2.21 | 2.38 | 2.66 | 2.38 | 2.44 | 2.38 |
| Return on Assets % | 3.71 | 3.73 | 3.51 | 3.27 | 3.02 | 3.10 | 3.28 | 3.58 |
| Return on Equity % | 21.57 | 20.41 | 19.38 | 18.13 | 16.91 | 17.17 | 18.51 | 20.33 |
| Return on Invested Capital % | 4.18 | 3.62 | 2.94 | 4.39 | 3.17 | 2.80 | 2.53 | 4.16 |
| Current Ratio ratio | 0.53 | 0.50 | 0.45 | 0.48 | 0.60 | 0.47 | 0.44 | 0.45 |
Cash flow, quarterly
| Metric | 2026Q39/30/2026 | 2026Q26/30/2026 | 2026Q13/31/2026 | 2025Q412/31/2025 | 2025Q39/30/2025 | 2025Q26/30/2025 | 2025Q13/31/2025 | 2024Q412/31/2024 |
|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 215.00-4.9% | 254.00+35.8% | 241.00+33.1% | 329.00+15.4% | 226.00+18.3% | 187.00-14.2% | 181.00-27.0% | 285.00+14.9% |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 190.00 | -162.00-4150.0% | 233.00+44.7% | 455.00+17.0% | -10.00-103.7% | 4.00 | 161.00 | 389.00-23.4% |
| Cash from Operating Activities | 405.00+87.5% | 92.00-51.8% | 474.00+38.6% | 784.00+16.3% | 216.00-52.9% | 191.00 | 342.00+219.6% | 674.00-10.8% |
| Capital Expenditures | -27.00 | -41.00 | -17.00 | -36.00 | -41.00 | -33.00 | -25.00 | -33.00 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | -7.00 | 0.00 | 0.00 | -9.00 |
| Sale of Fixed Assets and Businesses | 87.00+2800.0% | 0.00-100.0% | 7.00 | 0.00-100.0% | 3.00 | 2.00-92.0% | 0.00 | 5.00-81.5% |
| Purchase or Sale of Investments | -768.00 | 75.00+10.3% | -603.00-1330.6% | -734.00-4993.3% | -88.00-156.4% | 68.00-57.0% | 49.00 | 15.00 |
| Purchase of Investments | -1,982.00 | -960.00 | -1,533.00 | -2,046.00 | -1,379.00 | -995.00 | -1,166.00 | -1,484.00 |
| Sale Or Maturity of Investments | 1,214.00-6.0% | 1,035.00-2.6% | 930.00-23.5% | 1,312.00-12.5% | 1,291.00+19.0% | 1,063.00-12.5% | 1,215.00+15.3% | 1,499.00+74.9% |
| Other Uses | 1.00-50.0% | -3.00 | 0.00 | 0.00-100.0% | 2.00 | -1.00 | -1.00 | 1.00 |
| Other Sources | 0.00-100.0% | 0.00 | 0.00 | 6.00 | 1.00 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -707.00 | 31.00-13.9% | -613.00-2765.2% | -764.00 | -130.00-206.6% | 36.00-75.8% | 23.00 | -21.00 |
| Cash Dividends Paid | -72.00 | -73.00 | -198.00 | -239.00 | -66.00 | -68.00 | -233.00 | -403.00 |
| Preferred Dividends (Cash Flow) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | -24.00-2500.0% | -23.00 | -58.00 | 2.00-50.0% | 1.00-66.7% | -35.00-975.0% | -55.00-1016.7% | 4.00 |
| Repurchase of Common Pref Stock | -26.00 | -26.00 | -60.00 | -1.00 | -1.00 | -39.00 | -58.00 | 0.00 |
| Sale of Common Pref Stock | 2.000.0% | 3.00-25.0% | 2.00-33.3% | 3.00-25.0% | 2.00-33.3% | 4.000.0% | 3.00-50.0% | 4.000.0% |
| Proceedsfrom Stock Options | 2.000.0% | 3.00-25.0% | 2.00-33.3% | 3.00-25.0% | 2.00-33.3% | 4.000.0% | 3.00-50.0% | 4.000.0% |
| Issuance or Reduction of Debt, Net | 0.00-100.0% | 0.00 | 0.00 | 0.00 | 344.00 | 0.00 | 0.00 | 0.00 |
| Change in Long Term Debt | 0.00-100.0% | 0.00 | 0.00 | 0.00 | 344.00 | 0.00 | 0.00 | 0.00 |
| Issuance of Long Term Debt | 0.00-100.0% | 0.00 | 0.00 | 0.00 | 344.00 | 0.00 | 0.00 | 0.00 |
| Reduction of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Financing Active Other Cash Flow | 308.00+47.4% | 58.00 | 21.00 | 102.00 | 209.00 | -132.00-571.4% | -207.00-220.3% | -170.00 |
| Other Financing Activities Uses | -611.00 | 3.00 | -370.00 | -437.00 | -1,126.00 | -487.00 | -971.00 | -733.00 |
| Cash from Financing Activities | 212.00-56.6% | -38.00 | -235.00 | -135.00 | 488.00 | -235.00 | -495.00 | -569.00 |
| Net Change in Cash | -90.00-115.7% | 85.00 | -374.00 | -115.00-236.9% | 574.00+185.6% | -8.00-123.5% | -130.00 | 84.00+2000.0% |
| Free Cash Flow | 378.00+116.0% | 51.00-67.7% | 457.00+44.2% | 748.00+16.7% | 175.00-59.3% | 158.00 | 317.00+359.4% | 641.00-11.5% |
| Price to Free Cash Flow ratio | 10.78 | 13.58 | 11.00 | 14.40 | 23.33 | 13.44 | 21.41 | 49.79 |
Revenue breakdown
USD millions, so a column adds up to the income statement. Share is of the latest year in that split. The change is versus the older year shown, not TTM.
| Name | 2024 | 2025 | vs 2024 | 2025 share |
|---|---|---|---|---|
| Fire, Marine & Casualty Insurance | 8,324.00 | 8,174.00 | -1.8% | 100.0% |
| Total | 8,324.00 | 8,174.00 | -1.8% | 100.0% |
| Name | 2024 | 2025 | vs 2024 | 2025 share |
|---|---|---|---|---|
| United States | 8,324.00 | 8,174.00 | -1.8% | 100.0% |
| Total | 8,324.00 | 8,174.00 | -1.8% | 100.0% |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 2.52% | 1.7M | 68.5M | 374.40K |
| 2026-10-15 | 2.87% | 2.0M | 68.6M | 372.21K |
| 2026-09-30 | 2.55% | 1.8M | 68.6M | 395.91K |
| 2026-09-15 | 2.51% | 1.7M | 68.8M | 420.09K |
| 2026-08-31 | 2.31% | 1.6M | 68.8M | 456.85K |
| 2026-08-14 | 2.47% | 1.7M | 68.5M | 466.67K |
| 2026-07-31 | 2.50% | 1.7M | 68.5M | 480.06K |
| 2026-07-15 | 2.73% | 1.9M | 68.6M | 508.77K |
| 2026-06-30 | 2.79% | 1.9M | 68.6M | 494.77K |
| 2026-06-15 | 2.98% | 2.0M | 68.0M | 502.81K |
| 2026-05-29 | 2.69% | 1.8M | 68.1M | 491.33K |
| 2026-05-15 | 2.40% | 1.6M | 68.1M | 599.10K |
| 2026-04-30 | 2.12% | 1.4M | 68.1M | 649.34K |
| 2026-04-15 | 1.92% | 1.3M | 69.5M | 674.33K |
| 2026-03-31 | 2.20% | 1.5M | 69.5M | 672.28K |
| 2026-03-13 | 2.22% | 1.5M | 69.5M | 616.87K |
| 2026-02-27 | 2.84% | 2.0M | 69.5M | 601.90K |
| 2026-02-13 | 2.56% | 1.8M | 69.6M | 497.56K |
| 2026-01-30 | 2.17% | 1.5M | 69.6M | 469.07K |
| 2026-01-15 | 1.95% | 1.4M | 69.6M | 420.89K |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 90.00 | 69.40 | 72.70 | 0.00 | 3.072 | 0.00 | 0.00 | 0.967 | -0.246 | 0.017 |
| call | 95.00 | 64.70 | 67.70 | 0.00 | 2.836 | 0.00 | 0.00 | 0.964 | -0.242 | 0.018 |
| call | 100 | 59.50 | 62.70 | 0.00 | 2.610 | 0.00 | 0.00 | 0.961 | -0.238 | 0.020 |
| call | 105 | 55.00 | 57.70 | 0.00 | 2.377 | 0.00 | 0.00 | 0.957 | -0.234 | 0.021 |
| call | 110 | 49.70 | 52.70 | 0.00 | 2.188 | 0.00 | 0.00 | 0.953 | -0.229 | 0.023 |
| call | 115 | 44.60 | 47.60 | 0.00 | 1.964 | 0.00 | 0.00 | 0.948 | -0.223 | 0.024 |
| call | 120 | 39.70 | 42.70 | 0.00 | 1.795 | 0.00 | 0.00 | 0.943 | -0.217 | 0.026 |
| call | 125 | 34.70 | 37.70 | 0.00 | 1.607 | 0.00 | 0.00 | 0.936 | -0.210 | 0.029 |
| call | 130 | 30.10 | 32.70 | 0.00 | 1.422 | 0.00 | 0.00 | 0.928 | -0.202 | 0.032 |
| call | 135 | 24.60 | 27.70 | 10.60 | 1.241 | 1.00 | 0.00 | 0.918 | -0.192 | 0.035 |
| call | 140 | 19.90 | 22.70 | 0.00 | 1.061 | 0.00 | 0.00 | 0.904 | -0.181 | 0.040 |
| call | 145 | 14.60 | 17.30 | 14.50 | 0.809 | 11.00 | 0.00 | 0.883 | -0.170 | 0.046 |
| call | 150 | 9.90 | 12.30 | 11.00 | 0.640 | 23.00 | 0.00 | 0.836 | -0.173 | 0.058 |
| call | 155 | 5.50 | 8.30 | 6.00 | 0.567 | 7.00 | 0.00 | 0.736 | -0.184 | 0.077 |
| call | 160 | 2.00 | 3.70 | 2.91 | 0.400 | 188 | 3.00 | 0.526 | -0.188 | 0.093 |
| call | 165 | 0.05 | 1.25 | 0.80 | 0.319 | 0.00 | 1.00 | 0.263 | -0.145 | 0.077 |
| call | 170 | 0.00 | 0.90 | 0.00 | 0.418 | 0.00 | 0.00 | 0.162 | -0.146 | 0.058 |
| call | 175 | 0.00 | 0.75 | 0.00 | 0.512 | 0.00 | 0.00 | 0.125 | -0.155 | 0.048 |
| call | 180 | 0.00 | 0.80 | 0.00 | 0.622 | 0.00 | 0.00 | 0.110 | -0.175 | 0.044 |
| call | 185 | 0.00 | 0.80 | 0.00 | 0.725 | 0.00 | 0.00 | 0.098 | -0.187 | 0.040 |
| call | 190 | 0.00 | 0.80 | 0.00 | 0.821 | 0.00 | 0.00 | 0.088 | -0.197 | 0.038 |
| call | 195 | 0.00 | 0.75 | 0.00 | 0.915 | 0.00 | 0.00 | 0.081 | -0.205 | 0.035 |
| call | 200 | 0.00 | 0.75 | 0.00 | 1.002 | 0.00 | 0.00 | 0.075 | -0.213 | 0.033 |
| put | 90.00 | 0.00 | 2.25 | 0.00 | 2.355 | 0.00 | 0.00 | -0.032 | -0.256 | 0.017 |
| put | 95.00 | 0.00 | 0.80 | 0.00 | 2.164 | 0.00 | 0.00 | -0.035 | -0.252 | 0.018 |
| put | 100 | 0.00 | 0.80 | 0.00 | 1.982 | 0.00 | 0.00 | -0.038 | -0.248 | 0.020 |
| put | 105 | 0.00 | 0.80 | 0.00 | 1.808 | 0.00 | 0.00 | -0.042 | -0.242 | 0.021 |
| put | 110 | 0.00 | 0.80 | 0.00 | 1.642 | 0.00 | 0.00 | -0.046 | -0.237 | 0.023 |
| put | 115 | 0.00 | 0.80 | 0.00 | 1.481 | 0.00 | 0.00 | -0.050 | -0.231 | 0.024 |
| put | 120 | 0.00 | 0.80 | 0.00 | 1.305 | 0.00 | 0.00 | -0.054 | -0.213 | 0.026 |
| put | 125 | 0.00 | 0.85 | 0.00 | 1.173 | 0.00 | 0.00 | -0.063 | -0.216 | 0.029 |
| put | 130 | 0.00 | 0.85 | 1.25 | 1.025 | 1.00 | 0.00 | -0.071 | -0.208 | 0.032 |
| put | 135 | 0.00 | 0.85 | 0.10 | 0.879 | 1.00 | 0.00 | -0.081 | -0.198 | 0.035 |
| put | 140 | 0.00 | 0.95 | 0.00 | 0.735 | 0.00 | 0.00 | -0.095 | -0.186 | 0.040 |
| put | 145 | 0.00 | 1.00 | 2.47 | 0.590 | 12.00 | 0.00 | -0.116 | -0.174 | 0.046 |
| put | 150 | 0.00 | 1.00 | 0.89 | 0.443 | 3.00 | 0.00 | -0.162 | -0.175 | 0.058 |
| put | 155 | 0.20 | 0.80 | 4.30 | 0.288 | 74.00 | 0.00 | -0.263 | -0.187 | 0.077 |
| put | 160 | 1.25 | 2.10 | 1.77 | 0.241 | 1.00 | 2.00 | -0.473 | -0.191 | 0.093 |
| put | 165 | 3.10 | 5.50 | 0.00 | 0.263 | 0.00 | 0.00 | -0.736 | -0.147 | 0.077 |
| put | 170 | 7.40 | 10.10 | 0.00 | 0.314 | 0.00 | 0.00 | -0.837 | -0.147 | 0.058 |
| put | 175 | 13.20 | 15.50 | 0.00 | 0.516 | 0.00 | 0.00 | -0.870 | -0.162 | 0.049 |
| put | 180 | 17.60 | 20.10 | 0.00 | 0.523 | 0.00 | 0.00 | -0.889 | -0.176 | 0.044 |
| put | 185 | 22.60 | 25.10 | 0.00 | 0.617 | 0.00 | 0.00 | -0.902 | -0.187 | 0.040 |
| put | 190 | 27.60 | 30.10 | 0.00 | 0.706 | 0.00 | 0.00 | -0.911 | -0.196 | 0.038 |
| put | 195 | 32.60 | 35.70 | 0.00 | 0.976 | 0.00 | 0.00 | -0.918 | -0.204 | 0.035 |
| put | 200 | 37.60 | 40.20 | 0.00 | 0.913 | 0.00 | 0.00 | -0.924 | -0.211 | 0.033 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-12 | 13F-HR | Further understand that each of 13F-HR, 13F-NT, and amendments thereto are mandatory electronic filings (hardship exemption exists to submit in paper; never used to the knowledge of IM staff); | 2026-09-30 | SEC |
| 2026-11-09 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-06 | SEC |
| 2026-11-06 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-16 | SEC |
| 2026-11-06 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-11-05 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-11-04 | 8-K | Current report | 2026-11-03 | SEC |
| 2026-09-18 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-16 | SEC |
| 2026-09-14 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-14 | SEC |
| 2026-09-11 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-09-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-02 | SEC |
| 2026-09-01 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-08-26 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-24 | SEC |
| 2026-08-26 | N-PX | Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX | 2026-06-30 | SEC |
| 2026-08-18 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-08-12 | 13F-HR | Further understand that each of 13F-HR, 13F-NT, and amendments thereto are mandatory electronic filings (hardship exemption exists to submit in paper; never used to the knowledge of IM staff); | 2026-06-30 | SEC |
| 2026-08-07 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-06 | SEC |
| 2026-08-06 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-08-06 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-06-30 | SEC |
| 2026-08-06 | SCHEDULE 13G/A | SEC | ||
| 2026-08-05 | 8-K | Current report | 2026-08-04 | SEC |
| 2026-06-25 | 4 | Statement of changes in beneficial ownership of securities | 2026-06-24 | SEC |
| 2026-06-24 | 4 | Statement of changes in beneficial ownership of securities | 2026-06-23 | SEC |
| 2026-06-24 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-06-17 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-06-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-06-01 | SEC |
| 2026-06-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-06-01 | SEC |
| 2026-06-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-06-01 | SEC |
| 2026-06-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-06-01 | SEC |
| 2026-06-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-06-01 | SEC |
| 2026-06-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-06-01 | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 46.74K | 1 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 319.70K | 2 |
| 2026-08 | 0 | 0 | 13.40M | 3 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 1.85M | 2 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 222.35K | 1 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 253.24K | 1 |
Institutional holders
| Manager | % owned |
|---|---|
| BlackRock, Inc. | 9.28% |
| FMR LLC | 5.84% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.31% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.64% |
| STATE STREET CORP | 3.63% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.79% |
| AMERICAN FINANCIAL GROUP INC 401 | 2.64% |
| VICTORY CAPITAL MANAGEMENT INC | 2.16% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.06% |
| DIMENSIONAL FUND ADVISORS LP | 2.06% |
Funds
| Fund | % owned |
|---|---|
| Avantis International Small Cap Value ETF | 3.03% |
| iShares Core S&P Mid-Cap ETF | 2.84% |
| Ambrus Core Bond Fund | 1.84% |
| Victory Sycamore Established Value Fund | 1.41% |
| Goldman Sachs Access Investment Grade Corporate Bond ETF | 0.84% |
| State Street SPDR S&P MidCap 400SM ETF Trust | 0.64% |
| Invesco S&P MidCap Quality ETF | 0.50% |
| iShares Core Universal USD Bond ETF | 0.49% |
| iShares iBonds Dec 2035 Term Corporate ETF | 0.48% |
| FlexShares Credit-Scored US Corporate Bond Index Fund | 0.39% |
OakChart. AFG. Cached 15 minutes. Terms