Everest Group Ltd
EGFinancial·Insurance - Reinsurance·Bermuda·Large·NYSE·Nov 11 • 3:59 PM ET
423.89+1.57 (0.37%)
2026-11-11 22:14 CET
Market cap
15,644.00 USD m
Revenue, TTM
16,164.00 USD m
Net income, TTM
1,868.00 USD m
Free cash flow, TTM
1,478.00 USD m
EPS diluted, TTM
47.28
P/E
8.97
Price
EG against its 20, 50 and 200-day averages2050200beatmiss
1.7% under the 52-week high of 431.19 on 5 Nov 2026. 52-week low 304.55 on 20 Nov 2025. Last 15 sessions, 11.8% high to low
Volume 1.03× normal · the line is the 50-bar volume average
Profile
EG52-week range, 94% of the way up
304.55431.19
Everest Group Ltd. is a holding company, which engages in the provision of reinsurance and insurance services. It operates through the following segments: Reinsurance, and Insurance. The Reinsurance segment writes property and casualty reinsurance and specialty lines of business, including marine, aviation, surety, and accident and health business, on both a treaty and facultative basis, through reinsurance brokers, as well as directly with ceding companies primarily within the U.S. The Insurance segment writes property and casualty insurance directly and through brokers, surplus lines brokers, and general agents within the U.S., Canada, and Europe. The company was founded in 1999 and is headquartered in Hamilton, Bermuda.
| Index | S&P 500, RUI |
|---|---|
| Employees | 3064 |
| IPO | Oct 03, 1995 |
| Beta | 0.22 |
| ATR, 14d | 9.99 |
| Rel volume | 1.03 |
| Short float | 5.59% |
| Insider own | 26.23% |
| Inst own | 109.43% |
Snapshot
6 groupsValuation
| Index | S&P 500, RUI |
|---|---|
| Market Cap | 15.70B |
| Enterprise Value | - |
| Income | 1.87B |
| Sales | 16.16B |
| Book/sh | 381.04 |
| Cash/sh | - |
| Dividend Est. | 8.18 (1.93%) |
| Dividend TTM | 8.00 (1.89%) |
| Dividend Ex-Date | Dec 04, 2026 |
| Dividend Gr. 3/5Y | 7.17% 5.23% |
| Payout | 21.16% |
| Employees | 3064 |
| IPO | Oct 03, 1995 |
Ratios
| P/E | 8.97 |
|---|---|
| Forward P/E | 6.96 |
| PEG | 0.46 |
| P/S | 0.97 |
| P/B | 1.11 |
| P/C | - |
| P/FCF | 10.62 |
| EV/EBITDA | - |
| EV/Sales | - |
| Quick Ratio | - |
| Current Ratio | 0.43 |
| Debt/Eq | 0.25 |
| LT Debt/Eq | 0.25 |
| Option/Short | Yes / Yes |
Earnings
| EPS (ttm) | 47.28 |
|---|---|
| EPS next Y | 60.94 |
| EPS next Q | 13.83 |
| EPS this Y | 22.14% |
| EPS next Y | 12.02% |
| EPS next 5Y | 15.25% |
| EPS past 3/5Y | 35.79% 24.23% |
| Sales past 3/5Y | 13.20% 12.76% |
| EPS Y/Y TTM | 250.85% |
| Sales Y/Y TTM | -8.72% |
| EPS Q/Q | 0.49% |
| Sales Q/Q | -14.03% |
| Earnings | Oct 28 AMC |
| EPS/Sales Surpr. | -7.31% -2.57% |
Ownership
| Insider Own | 26.23% |
|---|---|
| Insider Trans | -0.09% |
| Inst Own | 109.43% |
| Inst Trans | -0.88% |
| ROA | 3.33% |
| ROE | 12.77% |
| ROIC | 10.60% |
| Gross Margin | - |
| Oper. Margin | 14.75% |
| Profit Margin | 11.56% |
| SMA20 | 4.93% |
| SMA50 | 10.08% |
| SMA200 | 18.66% |
| Trades | - |
Technical
| Shs Outstand | 37.40M |
|---|---|
| Shs Float | 27.33M |
| Short Float | 5.59% |
| Short Ratio | 3.93 |
| Short Interest | 1.53M |
| 52W High | 431.19 -1.69% |
| 52W Low | 304.55 39.19% |
| Volatility | 2.48% 2.41% |
| ATR (14) | 9.99 |
| RSI (14) | 66.60 |
| Beta | 0.22 |
| Rel Volume | 1.03 |
| Avg Volume | 388.01K |
| Volume | 398,534 |
Performance
| Perf Week | 0.61% |
|---|---|
| Perf Month | 13.12% |
| Perf Quarter | 15.80% |
| Perf Half Y | 21.82% |
| Perf YTD | 24.91% |
| Perf Year | 30.66% |
| Perf 3Y | 10.19% |
| Perf 5Y | 55.37% |
| Perf 10Y | 100.39% |
| Recom | 2.35 |
| Target Price | 436.00 |
| Prev Close | 422.32 |
| Price | 423.89 |
| Change % | 0.37% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Sep 22, 2026 | Initiated | RRBC Capital Mkts | Outperform | $455 | +7.3% |
| Dec 16, 2025 | Initiated | MMizuho | Neutral | ||
| Oct 29, 2025 | Upgrade | WWolfe Research | Underperform → Peer Perform | ||
| Sep 22, 2025 | Downgrade | RRaymond James | Strong Buy → Outperform | $375 | -11.5% |
| Sep 16, 2025 | Initiated | WWolfe Research | Underperform | $287 | -32.3% |
| Aug 13, 2025 | Initiated | CCitigroup | Neutral | $362 | -14.6% |
| Aug 13, 2025 | Initiated | CCantor Fitzgerald | Neutral | $368 | -13.2% |
| Jun 20, 2025 | Initiated | JJanney | Buy | $425 | +0.3% |
| Apr 11, 2025 | Upgrade | JJefferies | Hold → Buy | $415 | -2.1% |
| Feb 05, 2025 | Downgrade | MMorgan Stanley | Overweight → Equal-Weight | $425 → $340 | -19.8% |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| RNR | RenaissanceRe Holdings Ltd | 14.30B |
| ACGL | Arch Capital Group Ltd | 35.54B |
| HG | Hamilton Insurance Group Ltd | 3.79B |
| SPNT | SiriusPoint Ltd | 3.11B |
| AXS | Axis Capital Holdings Ltd | 7.78B |
| WRB | W.R. Berkley Corp | 28.48B |
| RGA | Reinsurance Group Of America Inc | 17.78B |
| CB | Chubb Limited | 141.48B |
| GLRE | Greenlight Capital Re Ltd | 528.74M |
| AFG | American Financial Group Inc | 13.35B |
Insider trading
7 filings| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| GALTNEY WILLIAM F JR | Director | Nov 10 '26 | Sale | 414.29 | 2,500 | 1,035,725 | 37,991 | Nov 10 04:17 PM |
| GALTNEY WILLIAM F JR | Director | Nov 06 '26 | Sale | 412.41 | 5,000 | 2,062,050 | 40,491 | Nov 09 05:02 PM |
| William F Galtney JR | Director | Nov 06 '26 | Proposed Sale | 417.79 | 7,500 | 3,133,425 | Nov 06 04:36 PM | |
| Hay Laura J | Director | Nov 04 '26 | Sale | 418.78 | 144 | 60,304 | 1,770 | Nov 05 04:17 PM |
| LAURA HAY | Director | Nov 04 '26 | Proposed Sale | 410.57 | 144 | 59,122 | Nov 04 04:24 PM | |
| Keen Jason | EVP & CEO of GW & S Division | May 07 '26 | Sale | 351.84 | 775 | 272,676 | 8,170 | May 11 05:11 PM |
| Jason Keen | EVP & CEO of GW & S Division | May 07 '26 | Proposed Sale | 351.84 | 775 | 272,673 | May 07 05:27 PM |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 687.42B |
| VOO | Vanguard S&P 500 ETF | AUM: 1054.75B |
| RDVY | First Trust Rising Dividend Achievers ETF | AUM: 25.61B |
| VB | Vanguard Morningstar Small-Cap ETF | AUM: 79.59B |
| RSP | Invesco S&P 500 Equal Weight ETF | AUM: 104.94B |
| VBR | Vanguard Morningstar Small-Cap Value ETF | AUM: 37.76B |
| IVV | iShares Core S&P 500 ETF | AUM: 871.38B |
| SPY | SPDR S&P 500 ETF Trust | AUM: 793.23B |
| XLF | State Street Financial Select Sector SPDR ETF | AUM: 54.05B |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | AUM: 11.33B |
News
latest 14 of 200- Did You Lose Money Investing in Everest Group, Ltd.? Robbins LLP Urges Investors with Significant Losses to Contact the Firm for Information About Their Rights Against EG (Business Wire)
- Everest Group Announces Dividend (Business Wire)
- Everest Group, Ltd. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - EG (PR Newswire)
- Kaplan Fox Encourages Everest Group, Ltd. (EG) Investors with Significant Losses to Contact the Firm Before December 28, 2026 (Newsfile)
- Everest Group, Ltd. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights EG (Business Wire)
- Everest Announces Agreement to Sell Chile Insurance Operations to AIG (Business Wire)
- AIG Announces Agreement to Acquire Everest's Insurance Operations in Chile and Completes Acquisition of Everest Colombia (Business Wire)
- Everest Misses As A Second Casualty Reserve Charge Overshadows Better Attritional Margins And Record Investment Income (Earnings Whispers)
- Everest Group: Q3 Earnings Snapshot (Associated Press)
- Everest Reports Third Quarter 2026 Results (Business Wire)
- Everest's Third-Quarter Reserve Studies Put The New Finance Team's Clean-Up Story To The Test (Earnings Whispers)
- Everest Completes Sale of Canadian Retail Insurance Operations to Wawanesa (Business Wire)
- Everest Group to Hold Third Quarter 2026 Earnings Conference Call on Thursday, October 29, 2026 (Business Wire)
- Everest Appoints Nandini Mani SVP, Group Chief Claims Officer (Business Wire)
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| 2026Q3 | 2026-10-28 | 7.620 | 8.221 | 6.120 | 3,713 | 3,811 | 19 |
| 2026Q2 | 2026-07-29 | 14.850 | 14.522 | 14.227 | 3,961 | 3,994 | 18 |
| 2026Q1 | 2026-04-29 | 16.080 | 13.973 | 16.206 | 4,068 | 4,167 | 17 |
| 2025Q4 | 2026-02-04 | 13.260 | 13.585 | 10.731 | 4,424 | 4,493 | 16 |
| 2025Q3 | 2025-10-27 | 7.540 | 14.631 | 6.087 | 4,319 | 4,448 | 17 |
| 2025Q2 | 2025-07-30 | 17.360 | 14.875 | 16.077 | 4,491 | 4,419 | 14 |
| 2025Q1 | 2025-04-30 | 6.450 | 7.594 | 4.917 | 4,263 | 4,442 | 13 |
| 2024Q4 | 2025-02-03 | -18.390 | -14.270 | -13.605 | 4,636 | 4,474 | 13 |
| 2024Q3 | 2024-10-30 | 14.620 | 12.105 | 11.808 | 4,285 | 4,335 | 13 |
| 2024Q2 | 2024-07-31 | 16.850 | 16.473 | 16.706 | 4,227 | 4,319 | 13 |
| 2024Q1 | 2024-04-29 | 16.320 | 15.930 | 16.900 | 4,133 | 4,054 | 13 |
| 2023Q4 | 2024-02-07 | 25.180 | 14.644 | 18.525 | 3,659 | 3,847 | 14 |
| 2023Q3 | 2023-10-25 | 14.140 | 11.247 | 15.641 | 3,991 | 3,851 | 12 |
| 2023Q2 | 2023-07-26 | 15.210 | 11.803 | 16.265 | 3,650 | 3,618 | 11 |
| 2023Q1 | 2023-05-01 | 11.310 | 12.526 | 9.302 | 3,286 | 3,372 | 9 |
| 2022Q4 | 2023-02-08 | 12.210 | 9.650 | 12.718 | 3,256 | 3,275 | 9 |
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| 2018FY | 4.650 | 5.203 | 2.174 | 8,500 | 7,616 |
| 2019FY | 21.340 | 20.764 | 24.695 | 8,231 | 8,202 |
| 2020FY | 7.460 | 7.655 | 12.781 | 9,598 | 9,270 |
| 2021FY | 28.970 | 28.840 | 34.625 | 11,866 | 11,562 |
| 2022FY | 27.080 | 24.724 | 15.103 | 12,060 | 12,326 |
| 2023FY | 66.390 | 56.280 | 60.242 | 14,587 | 14,852 |
| 2024FY | 29.830 | 32.560 | 31.803 | 17,281 | 17,166 |
| 2025FY | 44.540 | 45.412 | 37.800 | 17,496 | 17,651 |
| 2026FY | - | 54.402 | - | - | 15,489 |
| 2027FY | - | 60.940 | - | - | 14,098 |
| 2028FY | - | 68.187 | - | - | 14,033 |
| 2029FY | - | 79.555 | - | - | - |
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| 2026Q4 | S | 2026-11-02 | 7 | 2 | 1 | 3,643 | 3,462 | 3,725 |
| 2026Q4 | S | 2026-11-01 | 7 | 1 | 1 | 3,630 | 3,462 | 3,725 |
| 2026Q4 | S | 2026-10-31 | 7 | 1 | 2 | 3,630 | 3,462 | 3,725 |
| 2026Q4 | S | 2026-10-30 | 7 | 1 | 3 | 3,630 | 3,462 | 3,725 |
| 2026Q4 | S | 2026-10-29 | 7 | 0 | 3 | 3,622 | 3,462 | 3,722 |
| 2026Q4 | S | 2026-10-28 | 7 | 0 | 3 | 3,621 | 3,462 | 3,715 |
| 2026Q4 | S | 2026-10-19 | 7 | 0 | 3 | 3,621 | 3,462 | 3,715 |
| 2026Q4 | S | 2026-10-14 | 7 | 0 | 4 | 3,621 | 3,462 | 3,715 |
| 2026Q4 | S | 2026-10-05 | 7 | 0 | 5 | 3,621 | 3,462 | 3,715 |
| 2026Q4 | S | 2026-10-02 | 7 | 0 | 5 | 3,621 | 3,462 | 3,715 |
| 2026Q4 | S | 2026-09-21 | 7 | 0 | 5 | 3,627 | 3,462 | 3,715 |
| 2026Q4 | S | 2026-09-09 | 6 | 0 | 5 | 3,613 | 3,462 | 3,715 |
| 2026Q4 | S | 2026-08-18 | 6 | 0 | 6 | 3,613 | 3,462 | 3,715 |
| 2026Q4 | S | 2026-08-17 | 6 | 0 | 6 | 3,625 | 3,462 | 3,737 |
Estimate history
| EPS, annual | 11.364 | 2.174 | 24.695 | 12.781 | 34.625 | 15.103 | 60.242 | 31.803 | 37.813 | 47.281 |
|---|---|---|---|---|---|---|---|---|---|---|
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| EPS, quarterly | 11.808 | -13.605 | 4.917 | 16.077 | 6.087 | 10.731 | 16.206 | 14.227 | 6.117 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Sales, annual | 6608.071 | 7361.495 | 8231.169 | 9598.114 | 11866.263 | 12060 | 14586 | 17281 | 17495 | 16164 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| Sales, quarterly | 4285 | 4636 | 4263 | 4491 | 4319 | 4423 | 4068 | 3960 | 3713 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Shares, annual | 40.835 | 40.651 | 40.799 | 39.983 | 39.267 | 39 | 43.4 | 43 | 40.7 | 37.4 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | MRQ |
| Shares, quarterly | 43 | 43 | 42.5 | 41.9 | 41.9 | 40.7 | 39.8 | 38.7 | 37.4 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
Income statement, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 16,164.00 | 17,495.00 | 17,281.00 | 14,586.00 | 12,060.00 | 11,866.26 | 9,598.11 | 8,231.17 | 7,361.49 |
| Losses, Claims & Reserves | 9,476.00 | 10,859.00 | 11,305.00 | 8,427.00 | 8,100.00 | 7,391.25 | 6,550.84 | 4,922.90 | 5,651.40 |
| Selling, General and Administrative Incl. Other | 4,304.00 | 4,599.00 | 4,334.00 | 3,871.00 | 3,266.95 | 2,859.24 | 2,425.61 | 2,177.59 | 1,921.24 |
| Operating Income before Interest Expense | 2,384.00 | 2,037.00 | 1,642.00 | 2,288.00 | 693.05 | 1,615.77 | 621.67 | 1,130.68 | -211.15 |
| Interest Expense | 145.00 | 151.00 | 149.00 | 134.00 | 101.00 | 70.15 | 36.32 | 31.69 | 31.03 |
| Net Income Before Taxes | 2,242.00 | 1,887.00 | 1,493.00 | 2,154.00 | 588.00 | 1,545.62 | 585.35 | 1,098.99 | -242.18 |
| Income Taxes | 352.00 | 296.00 | 120.00 | -363.00 | -9.00 | 166.54 | 71.20 | 89.53 | -331.22 |
| Consolidated Net Income | 1,891.00 | 1,591.00 | 1,373.00 | 2,517.00 | 597.00 | 1,379.08 | 514.15 | 998.18 | 88.24 |
| Net Income From Continuing Operations | 1,891.00 | 1,591.00 | 1,373.00 | 2,517.00 | 597.00 | 1,379.08 | 514.15 | 998.18 | 88.24 |
| Net Income | 1,868.00 | 1,573.00 | 1,358.00 | 2,488.00 | 589.00 | 1,360.89 | 507.82 | 998.18 | 88.24 |
| EPS (Recurring) | 49.68 | 37.81 | 31.80 | 60.24 | 15.31 | 34.62 | 12.78 | 24.70 | 2.17 |
| EPS (Basic, Before Extraordinaries) | 47.28 | 37.81 | 31.80 | 60.24 | 15.10 | 34.66 | 12.81 | 24.77 | 2.18 |
| EPS (Diluted) | 47.28 | 37.81 | 31.80 | 60.24 | 15.10 | 34.62 | 12.78 | 24.70 | 2.17 |
| Non-Operating Income (Expense) | -372.00 | -210.00 | 58.00 | -24.00 | -103.00 | 28.10 | -7.30 | -13.40 | 2.40 |
| 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 | - | -67.00 | -71.00 | -56.00 | 41.00 | 35.40 | 32.10 | 25.63 | 24.97 |
| Price To Earnings Ratio | 8.93 | 8.93 | 5.67 | 6.56 | 24.94 | 7.96 | 18.26 | 11.18 | 86.05 |
| Price To Sales Ratio | 0.85 | 0.81 | 0.90 | 1.00 | 1.07 | 0.91 | 0.97 | 1.36 | 1.20 |
| Operating Margin | 14.75 | 11.64 | 9.50 | 15.69 | 5.75 | 13.62 | 6.48 | 13.74 | -2.87 |
| Net Margin | 11.56 | 8.99 | 7.86 | 17.06 | 4.88 | 11.47 | 5.29 | 12.13 | 1.20 |
| Shares Outstanding | 37.40 | 40.70 | 43.00 | 43.40 | 39.00 | 39.27 | 39.98 | 40.80 | 40.65 |
| Market Capitalization | 15,644.00 | 15,644.00 | 15,578.02 | 15,341.98 | 12,974.19 | 10,783.96 | 9,355.57 | 11,290.09 | 8,851.51 |
| Operating Income after Interest Expense | - | 1,886.00 | 1,493.00 | 2,154.00 | 592.05 | 1,545.62 | 585.35 | 1,098.99 | -242.18 |
| Reserves Increase (Decrease) | - | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Income statement, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 | 2025Q1 | 2024Q4 |
|---|---|---|---|---|---|---|---|---|
| Total Revenue | 3,713.00 | 3,960.00 | 4,068.00 | 4,423.00 | 4,319.00 | 4,491.00 | 4,263.00 | 4,636.00 |
| Losses, Claims & Reserves | 2,431.00 | 2,171.00 | 2,217.00 | 2,657.00 | 2,837.00 | 2,473.00 | 2,893.00 | 4,173.00 |
| Selling, General and Administrative Incl. Other | 977.00 | 1,072.00 | 1,079.00 | 1,176.00 | 1,175.00 | 1,165.00 | 1,083.00 | 1,175.00 |
| Operating Income before Interest Expense | 305.00 | 717.00 | 772.00 | 590.00 | 307.00 | 853.00 | 287.00 | -712.00 |
| Interest Expense | 36.00 | 36.00 | 36.00 | 37.00 | 38.00 | 38.00 | 38.00 | 37.00 |
| Operating Income after Interest Expense | 269.00 | 681.00 | 736.00 | 553.00 | 269.00 | 815.00 | 249.00 | -749.00 |
| Net Income Before Taxes | 268.00 | 683.00 | 736.00 | 555.00 | 269.00 | 815.00 | 249.00 | -748.00 |
| Income Taxes | 36.00 | 124.00 | 83.00 | 109.00 | 14.00 | 135.00 | 39.00 | -155.00 |
| Consolidated Net Income | 233.00 | 559.00 | 653.00 | 446.00 | 255.00 | 680.00 | 210.00 | -593.00 |
| Net Income From Continuing Operations | 233.00 | 559.00 | 653.00 | 446.00 | 255.00 | 680.00 | 210.00 | -593.00 |
| Net Income | 230.00 | 552.00 | 645.00 | 441.00 | 252.00 | 672.00 | 208.00 | -585.00 |
| EPS (Recurring) | 6.12 | 14.23 | 16.21 | 10.73 | 6.09 | 16.08 | 4.96 | -13.60 |
| EPS (Basic, Before Extraordinaries) | 6.12 | 14.23 | 16.21 | 10.73 | 6.09 | 16.08 | 4.92 | -13.60 |
| EPS (Diluted) | 6.12 | 14.23 | 16.21 | 10.73 | 6.09 | 16.08 | 4.92 | -13.60 |
| Non-Operating Income (Expense) | -7.00 | 22.00 | -12.00 | -375.00 | 102.00 | 60.00 | 74.00 | 7.00 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Price To Earnings Ratio | 8.93 | 7.28 | 8.64 | 25.18 | 18.24 | 17.14 | 11.42 | 5.67 |
| Price To Sales Ratio | 0.85 | 0.83 | 0.75 | 0.80 | 0.82 | 0.80 | 0.88 | 0.90 |
| Operating Margin | 8.21 | 18.11 | 18.98 | 13.34 | 7.11 | 18.99 | 6.73 | -15.36 |
| Net Margin | 6.19 | 13.94 | 15.86 | 9.97 | 5.83 | 14.96 | 4.88 | -12.62 |
| Shares Outstanding | 37.40 | 38.70 | 39.80 | 40.70 | 41.90 | 41.90 | 42.50 | 43.00 |
| Market Capitalization | 15,644.00 | 14,136.16 | 13,201.54 | 14,245.27 | 14,689.80 | 14,455.42 | 15,599.25 | 15,578.02 |
Balance sheet, annual
| Metric | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY | 2017FY |
|---|---|---|---|---|---|---|---|---|---|
| Total Cash | 1,318.00 | 1,549.00 | 1,437.00 | 1,398.00 | 1,440.86 | 801.65 | 808.04 | 656.10 | 635.07 |
| Investments | 44,110.00 | 39,981.00 | 35,704.00 | 28,474.00 | 28,232.48 | 24,659.94 | 19,940.46 | 17,776.97 | 17,991.47 |
| Premium Balance Receivables - Insurance | 5,727.00 | 5,378.00 | 4,768.00 | 3,619.00 | 3,293.60 | 2,680.56 | 2,259.09 | 2,183.18 | 1,844.88 |
| Net Property, Plant & Equipment | 176.00 | 108.00 | 123.00 | 128.00 | 138.94 | 149.12 | 161.44 | 0.00 | 0.00 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Intangible Assets | 5,420.00 | 5,334.00 | 4,392.00 | 3,496.00 | 2,510.60 | 2,013.65 | 1,945.84 | 2,003.75 | 1,483.94 |
| Total Assets | 56,751.00 | 52,350.00 | 46,424.00 | 37,115.00 | 35,616.48 | 30,304.93 | 25,114.86 | 22,620.00 | 21,955.35 |
| Insurance Policy Liabilities - Insurance | 35,824.00 | 33,222.00 | 28,250.00 | 24,390.00 | 21,085.99 | 17,454.65 | 14,501.45 | 13,552.49 | 12,330.11 |
| Total Debt | 3,785.00 | 3,713.00 | 3,529.00 | 3,231.00 | 3,246.30 | 2,075.68 | 803.74 | 633.61 | 633.39 |
| Long Term Debt | 3,757.00 | 3,692.00 | 3,505.00 | 3,210.00 | 3,225.44 | 2,075.68 | 783.80 | 633.61 | 633.39 |
| Provision for Risks Charges | -3.00 | -4.00 | 6.00 | 7.00 | 25.32 | 50.01 | 53.89 | 32.18 | 105.94 |
| Other Liabilities | 1,685.00 | 1,544.00 | 1,437.00 | 1,046.00 | 1,119.69 | 998.41 | 622.86 | 540.92 | 516.68 |
| Total Liabilities | 41,291.00 | 38,475.00 | 33,222.00 | 28,674.00 | 25,477.30 | 20,578.76 | 15,981.94 | 14,759.20 | 13,586.12 |
| 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 | 15,461.00 | 13,875.00 | 13,202.00 | 8,441.00 | 10,139.18 | 9,726.18 | 9,132.92 | 7,860.80 | 8,369.23 |
| Total Shareholders Equity | 15,461.00 | 13,875.00 | 13,202.00 | 8,441.00 | 10,139.18 | 9,726.18 | 9,132.92 | 7,860.80 | 8,369.23 |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 15,461.00 | 13,875.00 | 13,202.00 | 8,441.00 | 10,139.18 | 9,726.18 | 9,132.92 | 7,860.80 | 8,369.23 |
| Total Liabilities & Stockholders Equity | 56,752.00 | 52,350.00 | 46,424.00 | 37,115.00 | 35,616.48 | 30,304.93 | 25,114.86 | 22,620.00 | 21,955.35 |
| Book Value Per Share | 379.88 | 322.67 | 304.19 | 216.44 | 258.21 | 243.25 | 223.85 | 193.37 | 204.95 |
| Tangible Book Value Per Share | 379.88 | 322.67 | 304.19 | 216.44 | 258.21 | 243.25 | 223.85 | 193.37 | 204.95 |
| Full-Time Employees | 3,064 | 3,037 | 2,844 | 2,428 | 1,947 | 1,746 | 1,603 | 1,415 | 1,276 |
| Price to Book Ratio | 1.11 | 1.02 | 1.37 | 1.69 | 1.06 | 0.96 | 1.24 | 1.12 | 1.14 |
| Return on Assets | 2.92 | 2.78 | 6.03 | 1.64 | 4.18 | 1.86 | 4.18 | 0.40 | 2.21 |
| Return on Equity | 10.85 | 10.14 | 23.26 | 6.43 | 13.88 | 5.45 | 11.72 | 1.09 | 5.64 |
| Return on Invested Capital | 8.28 | 7.82 | 15.07 | 5.12 | 10.32 | 4.36 | 10.07 | 1.04 | 5.16 |
| Current Ratio | 0.43 | 0.52 | 0.47 | 0.39 | 0.43 | 0.41 | 15.54 | 18.74 | 17.10 |
Cash flow, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 1,962.00 | 1,794.00 | 1,561.00 | 2,975.00 | 1,504.00 | 1,096.35 | 663.85 | 1,146.94 | 3,362.41 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -484.00 | 1,608.00 | 3,805.00 | 1,823.00 | 2,457.00 | 2,994.22 | 2,519.64 | 989.62 | 349.68 |
| Cash from Operating Activities | 1,478.00 | 3,402.00 | 5,366.00 | 4,798.00 | 3,961.00 | 4,090.57 | 3,183.49 | 2,136.56 | 3,712.09 |
| Capital Expenditures | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | -313.00 | -2,679.00 | -4,858.00 | -6,328.00 | -3,613.00 | -3,923.18 | -4,187.86 | -1,670.89 | -3,427.69 |
| Purchase of Investments | -7,781.00 | -10,887.00 | -15,092.00 | -12,718.00 | -10,047.00 | -10,722.39 | -9,101.38 | -7,540.31 | -10,206.28 |
| Sale Or Maturity of Investments | 7,468.00 | 8,208.00 | 10,234.00 | 6,390.00 | 6,434.00 | 6,799.21 | 4,913.53 | 5,869.42 | 6,778.59 |
| Other Uses | 66.00 | 0.00 | -29.00 | 0.00 | -71.00 | -203.02 | 0.00 | -26.16 | 0.00 |
| Other Sources | 271.00 | 249.00 | 0.00 | 181.00 | 0.00 | 0.00 | 194.57 | 0.00 | 46.05 |
| Cash from Investing Activities | 24.00 | -2,430.00 | -4,887.00 | -6,147.00 | -3,684.00 | -4,126.20 | -3,993.28 | -1,697.05 | -3,381.64 |
| Cash Dividends Paid | -315.00 | -335.00 | -334.00 | -288.00 | -255.00 | -246.70 | -249.10 | -234.32 | -216.22 |
| Change in Capital Stock | -1,615.00 | -818.00 | -224.00 | 1,422.00 | -78.00 | -239.41 | -213.59 | -27.74 | -83.46 |
| Repurchase of Common Pref Stock | -1,615.00 | -818.00 | -224.00 | -23.00 | -78.00 | -239.41 | -213.59 | -27.74 | -83.46 |
| Sale of Common Pref Stock | 0.00 | 0.00 | 0.00 | 1,445.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 1,445.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | 0.00 | 0.00 | 200.00 | 300.00 | 0.00 | 1,177.36 | 1,278.81 | 0.00 | 0.00 |
| Change in Long Term Debt | 0.00 | 0.00 | 200.00 | 300.00 | 0.00 | 1,177.36 | 1,278.81 | 0.00 | 0.00 |
| Issuance of Long Term Debt | 0.00 | 0.00 | 200.00 | 300.00 | 0.00 | 1,177.36 | 1,278.81 | 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 | 0.00 |
| Net Financing Active Other Cash Flow | -26.00 | -22.00 | -25.00 | -24.00 | -20.00 | -17.05 | -15.91 | -13.63 | -16.91 |
| Other Financing Activities Uses | -26.00 | -22.00 | -25.00 | -24.00 | -26.00 | -17.05 | -15.91 | -13.63 | -16.91 |
| Cash from Financing Activities | -1,957.00 | -1,175.00 | -383.00 | 1,410.00 | -359.00 | 674.19 | 800.22 | -275.69 | -316.59 |
| Exchange Rate Effect | 43.00 | -28.00 | 16.00 | -23.00 | 39.00 | 0.64 | 3.19 | -11.88 | 7.17 |
| Net Change in Cash | -553.00 | -231.00 | 112.00 | 38.00 | -43.00 | 639.21 | -6.38 | 151.94 | 21.03 |
| Free Cash Flow | 1,478.00 | 3,402.00 | 5,366.00 | 4,798.00 | 3,961.00 | 4,090.57 | 3,183.49 | 2,136.56 | 3,712.09 |
| 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 | 11.81 | 4.60 | 3.08 | 3.24 | 3.49 | 2.80 | 3.17 | 5.88 | 2.53 |
Balance sheet, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Total Cash | 987.00 | 1,117.00 | 1,415.00 | 1,318.00 | 1,539.00 | 1,902.00 |
| Investments | 42,978.00 | 43,745.00 | 43,604.00 | 44,110.00 | 44,292.00 | 42,397.00 |
| Net Property, Plant & Equipment | 0.00 | 0.00 | 0.00 | 176.00 | 0.00 | 0.00 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Intangible Assets | 6,191.00 | 5,907.00 | 6,113.00 | 5,420.00 | 5,576.00 | 5,473.00 |
| Total Assets | 55,985.00 | 56,365.00 | 56,712.00 | 56,751.00 | 57,425.00 | 56,073.00 |
| Insurance Policy Liabilities - Insurance | 35,630.00 | 35,369.00 | 35,716.00 | 35,824.00 | 36,416.00 | 35,673.00 |
| Total Debt | 3,590.00 | 3,589.00 | 3,589.00 | 3,785.00 | 3,588.00 | 3,588.00 |
| Long Term Debt | 3,590.00 | 3,589.00 | 3,589.00 | 3,757.00 | 3,588.00 | 3,588.00 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | -3.00 | 0.00 | 0.00 |
| Other Liabilities | 2,513.00 | 1,977.00 | 2,116.00 | 1,685.00 | 2,045.00 | 1,793.00 |
| Total Liabilities | 41,733.00 | 40,935.00 | 41,421.00 | 41,291.00 | 42,049.00 | 41,054.00 |
| Non-Equity Reserves | 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 |
| Common Equity | 14,251.00 | 15,430.00 | 15,292.00 | 15,461.00 | 15,376.00 | 15,019.00 |
| Total Shareholders Equity | 14,251.00 | 15,430.00 | 15,292.00 | 15,461.00 | 15,376.00 | 15,019.00 |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 14,251.00 | 15,430.00 | 15,292.00 | 15,461.00 | 15,376.00 | 15,019.00 |
| Total Liabilities & Stockholders Equity | 55,985.00 | 56,365.00 | 56,712.00 | 56,752.00 | 57,424.00 | 56,073.00 |
| Book Value Per Share | 381.04 | 398.71 | 384.22 | 379.88 | 366.97 | 358.45 |
| Tangible Book Value Per Share | 381.04 | 398.71 | 384.22 | 379.88 | 366.97 | 358.45 |
| Full-Time Employees | - | - | - | 3,064 | - | - |
| Price to Book Ratio | 1.11 | 0.93 | 0.86 | 0.92 | 0.98 | 1.02 |
| Return on Assets | 3.33 | 3.40 | 3.68 | 2.92 | 1.01 | 1.53 |
| Return on Equity | 12.77 | 12.57 | 13.82 | 10.85 | 3.59 | 5.52 |
| Return on Invested Capital | 1.31 | 2.94 | 3.46 | 2.32 | 1.34 | 3.65 |
| Current Ratio | 0.43 | 0.40 | 0.39 | 0.43 | 0.46 | 0.44 |
Cash flow, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Funds from Operations | 266.00 | 596.00 | 583.00 | 517.00 | 270.00 | 723.00 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 484.00 | -236.00 | 115.00 | -847.00 | 1,234.00 | 445.00 |
| Cash from Operating Activities | 750.00 | 360.00 | 698.00 | -330.00 | 1,504.00 | 1,168.00 |
| Capital Expenditures | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | -274.00 | -171.00 | -149.00 | 281.00 | -1,761.00 | -575.00 |
| Purchase of Investments | -1,276.00 | -1,443.00 | -2,604.00 | -2,458.00 | -2,357.00 | -2,319.00 |
| Sale Or Maturity of Investments | 1,002.00 | 1,272.00 | 2,455.00 | 2,739.00 | 596.00 | 1,744.00 |
| Other Uses | 0.00 | 0.00 | 0.00 | 66.00 | -28.00 | 39.00 |
| Other Sources | 21.00 | -9.00 | 10.00 | 249.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -253.00 | -180.00 | -138.00 | 595.00 | -1,788.00 | -536.00 |
| Cash Dividends Paid | -75.00 | -78.00 | -80.00 | -82.00 | -84.00 | -84.00 |
| Preferred Dividends (Cash Flow) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | -470.00 | -396.00 | -350.00 | -399.00 | 0.00 | -200.00 |
| Repurchase of Common Pref Stock | -470.00 | -396.00 | -350.00 | -399.00 | 0.00 | -200.00 |
| Sale of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Issuance of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Reduction of Long Term Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Financing Active Other Cash Flow | 0.00 | -1.00 | -23.00 | -2.00 | 0.00 | -1.00 |
| Other Financing Activities Uses | 0.00 | -1.00 | -23.00 | -2.00 | 0.00 | -1.00 |
| Cash from Financing Activities | -547.00 | -474.00 | -453.00 | -483.00 | -84.00 | -285.00 |
| Exchange Rate Effect | 21.00 | -2.00 | 28.00 | -4.00 | 8.00 | -14.00 |
| Net Change in Cash | -130.00 | -337.00 | 136.00 | -222.00 | -362.00 | 335.00 |
| Free Cash Flow | 750.00 | 360.00 | 698.00 | -330.00 | 1,504.00 | 1,168.00 |
| Price to Free Cash Flow | 11.81 | 7.26 | 4.80 | 4.55 | 3.38 | 3.08 |
Revenue breakdown
| Fire, Marine & Casualty Insurance | 2024: 17.28B 2025: 17.50B |
|---|---|
| United States | 2024: 17.28B 2025: 17.50B |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 5.59% | 1.5M | 27.3M | 375.87K |
| 2026-10-15 | 5.96% | 1.7M | 28.3M | 362.76K |
| 2026-09-30 | 5.83% | 1.6M | 28.3M | 360.80K |
| 2026-09-15 | 6.74% | 1.9M | 28.3M | 367.74K |
| 2026-08-31 | 6.26% | 1.8M | 28.6M | 389.43K |
| 2026-08-14 | 5.04% | 1.4M | 28.6M | 405.66K |
| 2026-07-31 | 5.49% | 1.6M | 28.6M | 410.59K |
| 2026-07-15 | 5.41% | 1.6M | 29.5M | 395.14K |
| 2026-06-30 | 5.29% | 1.6M | 29.5M | 393.12K |
| 2026-06-15 | 5.30% | 1.6M | 29.4M | 361.51K |
| 2026-05-29 | 4.16% | 1.2M | 29.5M | 339.52K |
| 2026-05-15 | 4.00% | 1.2M | 29.5M | 343.07K |
| 2026-04-30 | 3.26% | 1.0M | 29.5M | 368.29K |
| 2026-04-15 | 2.33% | 0.9M | 39.8M | 364.19K |
| 2026-03-31 | 2.15% | 0.9M | 39.8M | 370.13K |
| 2026-03-13 | 2.32% | 0.9M | 39.8M | 378.02K |
| 2026-02-27 | 2.28% | 0.9M | 39.8M | 376.82K |
| 2026-02-13 | 2.13% | 0.9M | 41.4M | 382.96K |
| 2026-01-30 | 2.24% | 0.9M | 41.4M | 391.25K |
| 2026-01-15 | 2.26% | 0.9M | 41.4M | 417.65K |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 240 | 182 | 184.9 | 0.00 | 1.902 | 0.00 | 0.00 | 0.980 | -0.342 | 0.031 |
| call | 250 | 172 | 174.9 | 0.00 | 1.779 | 0.00 | 0.00 | 0.979 | -0.339 | 0.033 |
| call | 260 | 162 | 165.3 | 0.00 | 1.765 | 0.00 | 0.00 | 0.977 | -0.336 | 0.035 |
| call | 270 | 152 | 155.5 | 0.00 | 1.689 | 0.00 | 0.00 | 0.976 | -0.333 | 0.037 |
| call | 280 | 142 | 145.5 | 0.00 | 1.571 | 0.00 | 0.00 | 0.974 | -0.329 | 0.039 |
| call | 290 | 132.5 | 135.3 | 81.40 | 1.417 | 1.00 | 0.00 | 0.972 | -0.325 | 0.042 |
| call | 300 | 122 | 125.4 | 0.00 | 1.326 | 0.00 | 0.00 | 0.970 | -0.321 | 0.044 |
| call | 310 | 112 | 115.4 | 0.00 | 1.219 | 0.00 | 0.00 | 0.968 | -0.316 | 0.047 |
| call | 320 | 102 | 105.3 | 0.00 | 1.097 | 0.00 | 0.00 | 0.965 | -0.311 | 0.051 |
| call | 330 | 92.50 | 95.00 | 45.10 | 0.944 | 1.00 | 0.00 | 0.962 | -0.305 | 0.054 |
| call | 340 | 82.00 | 85.10 | 0.00 | 0.866 | 0.00 | 0.00 | 0.958 | -0.298 | 0.059 |
| call | 350 | 72.00 | 75.10 | 25.30 | 0.770 | 8.00 | 0.00 | 0.953 | -0.290 | 0.064 |
| call | 360 | 62.00 | 65.70 | 41.40 | 0.750 | 13.00 | 0.00 | 0.948 | -0.281 | 0.070 |
| call | 370 | 52.00 | 55.60 | 50.86 | 0.641 | 21.00 | 0.00 | 0.941 | -0.271 | 0.078 |
| call | 380 | 42.00 | 45.70 | 41.24 | 0.502 | 35.00 | 0.00 | 0.931 | -0.258 | 0.087 |
| call | 390 | 32.10 | 35.30 | 29.88 | 0.417 | 27.00 | 2.00 | 0.916 | -0.246 | 0.101 |
| call | 400 | 22.80 | 25.80 | 21.50 | 0.357 | 39.00 | 0.00 | 0.828 | -0.406 | 0.168 |
| call | 410 | 13.60 | 16.90 | 11.97 | 0.307 | 67.00 | 2.00 | 0.744 | -0.430 | 0.212 |
| call | 420 | 6.50 | 8.90 | 5.40 | 0.254 | 90.00 | 0.00 | 0.596 | -0.421 | 0.255 |
| call | 430 | 1.45 | 5.30 | 3.08 | 0.298 | 15.00 | 0.00 | 0.388 | -0.421 | 0.252 |
| call | 440 | 0.05 | 3.70 | 1.50 | 0.359 | 1.00 | 0.00 | 0.264 | -0.443 | 0.215 |
| call | 450 | 0.00 | 2.60 | 0.00 | 0.407 | 0.00 | 0.00 | 0.185 | -0.414 | 0.176 |
| call | 460 | 0.00 | 2.25 | 0.00 | 0.476 | 0.00 | 0.00 | 0.143 | -0.403 | 0.149 |
| call | 470 | 0.00 | 2.15 | 0.10 | 0.551 | 5.00 | 0.00 | 0.124 | -0.423 | 0.135 |
| call | 480 | 0.00 | 0.30 | 0.15 | 0.537 | 1.00 | 0.00 | 0.080 | -0.283 | 0.103 |
| call | 490 | 0.00 | 2.15 | 0.00 | 0.469 | 0.00 | 0.00 | 0.026 | -0.107 | 0.040 |
| call | 500 | 0.00 | 2.15 | 0.10 | 0.526 | 1.00 | 0.00 | 0.024 | -0.110 | 0.037 |
| call | 510 | 0.00 | 2.15 | 0.00 | 0.578 | 0.00 | 0.00 | 0.022 | -0.112 | 0.034 |
| call | 520 | 0.00 | 2.15 | 0.00 | 0.629 | 0.00 | 0.00 | 0.020 | -0.115 | 0.032 |
| put | 240 | 0.00 | 2.15 | 0.00 | 1.851 | 0.00 | 0.00 | -0.020 | -0.326 | 0.032 |
| put | 250 | 0.00 | 2.15 | 0.00 | 1.731 | 0.00 | 0.00 | -0.021 | -0.322 | 0.034 |
| put | 260 | 0.00 | 2.15 | 0.00 | 1.615 | 0.00 | 0.00 | -0.023 | -0.318 | 0.036 |
| put | 270 | 0.00 | 2.15 | 0.00 | 1.504 | 0.00 | 0.00 | -0.025 | -0.313 | 0.038 |
| put | 280 | 0.00 | 2.15 | 0.00 | 1.396 | 0.00 | 0.00 | -0.026 | -0.309 | 0.040 |
| put | 290 | 0.00 | 2.15 | 0.00 | 1.288 | 0.00 | 0.00 | -0.028 | -0.304 | 0.043 |
| put | 300 | 0.00 | 2.15 | 0.00 | 1.206 | 0.00 | 0.00 | -0.030 | -0.302 | 0.045 |
| put | 310 | 0.00 | 2.15 | 0.00 | 1.099 | 0.00 | 0.00 | -0.033 | -0.294 | 0.049 |
| put | 320 | 0.00 | 2.15 | 1.45 | 1.003 | 5.00 | 0.00 | -0.036 | -0.288 | 0.052 |
| put | 330 | 0.00 | 2.15 | 1.75 | 0.917 | 3.00 | 0.00 | -0.039 | -0.284 | 0.056 |
| put | 340 | 0.00 | 2.15 | 0.18 | 0.853 | 2.00 | 0.00 | -0.042 | -0.282 | 0.059 |
| put | 350 | 0.00 | 2.15 | 0.75 | 0.760 | 7.00 | 0.00 | -0.046 | -0.274 | 0.064 |
| put | 360 | 0.00 | 2.15 | 3.15 | 0.669 | 6.00 | 0.00 | -0.052 | -0.264 | 0.070 |
| put | 370 | 0.00 | 2.15 | 0.40 | 0.578 | 12.00 | 0.00 | -0.059 | -0.252 | 0.078 |
| put | 380 | 0.00 | 1.15 | 7.10 | 0.487 | 52.00 | 0.00 | -0.069 | -0.238 | 0.087 |
| put | 390 | 0.00 | 1.00 | 1.60 | 0.364 | 20.00 | 0.00 | -0.086 | -0.200 | 0.108 |
| put | 400 | 0.05 | 2.80 | 3.06 | 0.425 | 37.00 | 0.00 | -0.171 | -0.384 | 0.168 |
| put | 410 | 1.10 | 4.00 | 16.60 | 0.364 | 46.00 | 0.00 | -0.256 | -0.407 | 0.212 |
| put | 420 | 2.60 | 6.10 | 12.35 | 0.305 | 71.00 | 0.00 | -0.404 | -0.397 | 0.255 |
| put | 430 | 7.50 | 10.60 | 15.10 | 0.275 | 22.00 | 0.00 | -0.612 | -0.396 | 0.252 |
| put | 440 | 15.50 | 19.00 | 27.50 | 0.332 | 13.00 | 0.00 | -0.741 | -0.403 | 0.213 |
| put | 450 | 25.20 | 28.50 | 36.90 | 0.409 | 0.00 | 0.00 | -0.816 | -0.380 | 0.175 |
| put | 460 | 35.20 | 37.70 | 41.99 | 0.448 | 0.00 | 0.00 | -0.856 | -0.374 | 0.149 |
| put | 470 | 44.70 | 48.30 | 56.50 | 0.573 | 0.00 | 0.00 | -0.876 | -0.394 | 0.135 |
| put | 480 | 54.70 | 58.20 | 80.30 | 0.645 | 0.00 | 0.00 | -0.970 | -0.072 | 0.044 |
| put | 490 | 64.50 | 68.30 | 90.60 | 0.728 | 0.00 | 0.00 | -0.973 | -0.075 | 0.040 |
| put | 500 | 74.50 | 78.30 | 109.68 | 0.800 | 0.00 | 0.00 | -0.976 | -0.077 | 0.037 |
| put | 510 | 84.30 | 88.30 | 93.23 | 0.869 | 0.00 | 0.00 | -0.978 | -0.079 | 0.035 |
| put | 520 | 95.10 | 98.30 | 103.2 | 0.936 | 0.00 | 0.00 | -0.979 | -0.080 | 0.032 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-10 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-10 | SEC |
| 2026-11-09 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-06 | SEC |
| 2026-11-06 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-11-05 | 4 | Statement of changes in beneficial ownership of securities | 2026-11-04 | SEC |
| 2026-11-04 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-10-30 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-10-28 | 8-K | Current report | 2026-10-28 | SEC |
| 2026-10-19 | 8-K | Current report | 2026-10-19 | SEC |
| 2026-10-05 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-01 | SEC |
| 2026-10-05 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-01 | SEC |
| 2026-10-05 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-01 | SEC |
| 2026-10-05 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-01 | SEC |
| 2026-10-05 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-01 | SEC |
| 2026-10-05 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-01 | SEC |
| 2026-08-31 | 8-K | Current report | 2026-08-31 | SEC |
| 2026-08-07 | S-8 | Initial registration statement for securities to be offered to employees pursuant to employee benefit plans | SEC | |
| 2026-08-03 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-06-30 | SEC |
| 2026-07-29 | 8-K | Current report | 2026-07-29 | SEC |
| 2026-07-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-07-01 | SEC |
| 2026-07-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-07-01 | SEC |
| 2026-07-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-07-01 | SEC |
| 2026-06-03 | 8-K | Current report | 2026-06-03 | SEC |
| 2026-05-15 | 8-K | Current report | 2026-05-13 | SEC |
| 2026-05-14 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-12 | SEC |
| 2026-05-11 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-07 | SEC |
| 2026-05-11 | SCHEDULE 13G | SEC | ||
| 2026-05-07 | 3 | Initial statement of beneficial ownership of securities | 2026-05-06 | SEC |
| 2026-05-07 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-05-05 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-03-31 | SEC |
| 2026-04-29 | 8-K | Current report | 2026-04-29 | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 3.16M | 3 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 0 | 0 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 0 | 0 |
| 2026-05 | 0 | 0 | 272.68K | 1 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| BlackRock, Inc. | 8.14% |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.53% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.23% |
| NORGES BANK | 4.88% |
| STATE STREET CORP | 4.66% |
| AQR CAPITAL MANAGEMENT LLC | 3.55% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.83% |
| ALLIANCEBERNSTEIN L.P. | 2.64% |
| Vulcan Value Partners, LLC | 2.52% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 2.48% |
Funds
| Fund | % owned |
|---|---|
| Thompson Bond Fund | 24.66% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 3.17% |
| Avantis Emerging Markets Equity ETF | 2.59% |
| VANGUARD 500 INDEX FUND | 2.59% |
| Empower Bond Index Fund | 2.53% |
| VANGUARD SMALL-CAP INDEX FUND | 2.29% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | 1.45% |
| Invesco S&P 500 Equal Weight ETF | 1.40% |
| iShares Core S&P 500 ETF | 1.38% |
| Fidelity 500 Index Fund | 1.34% |
OakChart. EG. Cached 15 minutes.