Palomar Holdings Inc
PLMRFinancial·Insurance - Property & Casualty·USA·Mid·NASD·Nov 11 • 12:14 PM ET
Price
PLMR against its 20, 50 and 200-day averages2.6% under the 52-week high of 162.08 on 5 Nov 2026. 52-week low 100.81 on 3 Jun 2026. Last 15 sessions, 21.7% high to low
Profile
PLMRPalomar Holdings, Inc. is a specialty insurance company, which engages in the provision of property and casualty insurance products to individuals and businesses. The firm focuses on the residential and commercial earthquake markets in earthquake-exposed states such as California, Oregon, and Washington and states with exposure to the New Madrid Seismic Zone. It offers property and casualty insurance. The company was founded by Armstrong Mac and Fisher Heath in February 2014 and is headquartered in La Jolla, CA.
| Index | RUT |
|---|---|
| Employees | 439 |
| IPO | Apr 17, 2019 |
| Beta | 0.22 |
| ATR, 14d | 5.43 |
| Rel volume | 0.80 |
| Short float | 2.39% |
| Insider own | 2.67% |
| Inst own | 94.99% |
Snapshot
6 groupsValuation
| Index | RUT |
|---|---|
| Market Cap | 4.15B |
| Enterprise Value | - |
| Income | 217.04M |
| Sales | 1.23B |
| Book/sh | 37.47 |
| Cash/sh | - |
| Dividend Est. | 0.90 (0.57%) |
| Dividend TTM | 0.45 (0.29%) |
| Dividend Ex-Date | Nov 17, 2026 |
| Dividend Gr. 3/5Y | - - |
| Payout | 0.00% |
| Employees | 439 |
| IPO | Apr 17, 2019 |
Ratios
| P/E | 19.75 |
|---|---|
| Forward P/E | 13.72 |
| PEG | 0.83 |
| P/S | 3.36 |
| P/B | 4.21 |
| P/C | - |
| P/FCF | 8.99 |
| EV/EBITDA | - |
| EV/Sales | - |
| Quick Ratio | - |
| Current Ratio | 1.10 |
| Debt/Eq | 0.32 |
| LT Debt/Eq | 0.32 |
| Option/Short | Yes / Yes |
Earnings
| EPS (ttm) | 7.99 |
|---|---|
| EPS next Y | 11.50 |
| EPS next Q | 2.78 |
| EPS this Y | 30.84% |
| EPS next Y | 11.86% |
| EPS next 5Y | 16.53% |
| EPS past 3/5Y | 52.48% 96.55% |
| Sales past 3/5Y | 38.86% 39.05% |
| EPS Y/Y TTM | 24.45% |
| Sales Y/Y TTM | 58.63% |
| EPS Q/Q | 29.10% |
| Sales Q/Q | 58.01% |
| Earnings | Nov 04 AMC |
| EPS/Sales Surpr. | 17.50% 1.69% |
Ownership
| Insider Own | 2.67% |
|---|---|
| Insider Trans | -12.08% |
| Inst Own | 94.99% |
| Inst Trans | -0.79% |
| ROA | 8.40% |
| ROE | 23.30% |
| ROIC | 16.70% |
| Gross Margin | - |
| Oper. Margin | 23.84% |
| Profit Margin | 17.60% |
| SMA20 | 9.27% |
| SMA50 | 15.54% |
| SMA200 | 23.98% |
| Trades | - |
Technical
| Shs Outstand | 26.29M |
|---|---|
| Shs Float | 25.59M |
| Short Float | 2.39% |
| Short Ratio | 2.44 |
| Short Interest | 0.61M |
| 52W High | 162.08 -2.63% |
| 52W Low | 100.81 56.54% |
| Volatility | 5.33% 3.59% |
| ATR (14) | 5.43 |
| RSI (14) | 68.98 |
| Beta | 0.22 |
| Rel Volume | 0.80 |
| Avg Volume | 250.55K |
| Volume | 90,802 |
Performance
| Perf Week | 9.56% |
|---|---|
| Perf Month | 18.27% |
| Perf Quarter | 23.11% |
| Perf Half Y | 45.90% |
| Perf YTD | 17.10% |
| Perf Year | 19.48% |
| Perf 3Y | 164.78% |
| Perf 5Y | 64.63% |
| Perf 10Y | - |
| Recom | 1.44 |
| Target Price | 164.17 |
| Prev Close | 161.08 |
| Price | 157.81 |
| Change % | -2.03% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Feb 09, 2026 | Initiated | EEvercore ISI | Outperform | $150 | -4.9% |
| Apr 08, 2025 | Upgrade | JJP Morgan | Neutral → Overweight | $150 | -4.9% |
| Apr 08, 2024 | Downgrade | JJP Morgan | Overweight → Neutral | $79 → $85 | -46.1% |
| Mar 14, 2024 | Upgrade | JJefferies | Hold → Buy | $78 → $88 | -44.2% |
| May 16, 2023 | Upgrade | KKeefe Bruyette | Mkt Perform → Outperform | $59 → $64 | -59.4% |
| Jan 10, 2023 | Downgrade | EEvercore ISI | Outperform → In-line | $52 | -67.0% |
| Dec 12, 2022 | Initiated | JJefferies | Hold | $55 | -65.1% |
| Oct 18, 2022 | Downgrade | JJMP Securities | Mkt Outperform → Mkt Perform | ||
| Oct 12, 2022 | Downgrade | KKeefe Bruyette | Outperform → Mkt Perform | $88 → $90 | -43.0% |
| Jun 22, 2022 | Upgrade | PPiper Sandler | Neutral → Overweight | $70 | -55.6% |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| KNSL | Kinsale Capital Group Inc | 8.78B |
| SKWD | Skyward Specialty Insurance Group Inc | 2.76B |
| RLI | RLI Corp | 6.23B |
| SLDE | Slide Insurance Holdings Inc | 3.06B |
| BOW | Bowhead Specialty Holdings Inc | 1.13B |
| HCI | HCI Group Inc | 2.35B |
| UVE | Universal Insurance Holdings Inc | 1.33B |
| ACIC | American Coastal Insurance Corp | 486.61M |
| SIGI | Selective Insurance Group Inc | 6.06B |
| AXS | Axis Capital Holdings Ltd | 7.71B |
Insider trading
latest 14 of 100| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| Armstrong Mac | CEO and Chairman | Oct 21 '26 | Sale | 138.31 | 3,500 | 484,097 | 315,388 | Oct 22 04:15 PM |
| ARMSTRONG FAMILY TRUST U/A DTD | Director | Oct 21 '26 | Proposed Sale | 140.53 | 3,500 | 491,855 | Oct 21 04:21 PM | |
| Armstrong Mac | CEO and Chairman | Sep 21 '26 | Sale | 134.98 | 3,500 | 472,445 | 318,888 | Sep 22 04:15 PM |
| ARMSTRONG FAMILY TRUST U/A DTD | Director | Sep 21 '26 | Proposed Sale | 136.00 | 3,500 | 476,000 | Sep 21 04:31 PM | |
| Bradley Daryl | Director | Sep 02 '26 | Buy | 131.96 | 1 | 135 | 7,313 | Sep 11 04:15 PM |
| Armstrong Mac | CEO and Chairman | Aug 21 '26 | Sale | 130.60 | 3,500 | 457,111 | 322,388 | Aug 24 04:15 PM |
| ARMSTRONG FAMILY TRUST U/A DTD | Director | Aug 21 '26 | Proposed Sale | 128.87 | 3,500 | 451,045 | Aug 21 04:34 PM | |
| Knutzen Jonathan | Chief Risk Officer | Aug 18 '26 | Option Exercise | 0.00 | 612 | 0 | 28,546 | Aug 20 04:15 PM |
| Knutzen Jonathan | Chief Risk Officer | Aug 18 '26 | Sale | 127.75 | 296 | 37,813 | 28,250 | Aug 20 04:15 PM |
| Uchida T Christopher | Chief Financial Officer | Aug 18 '26 | Option Exercise | 0.00 | 1,530 | 0 | 17,029 | Aug 20 04:15 PM |
| Uchida T Christopher | Chief Financial Officer | Aug 18 '26 | Sale | 127.74 | 791 | 101,043 | 16,238 | Aug 20 04:15 PM |
| Christianson Jon | President | Aug 18 '26 | Option Exercise | 0.00 | 1,020 | 0 | 67,498 | Aug 20 04:15 PM |
| Christianson Jon | President | Aug 18 '26 | Sale | 127.75 | 528 | 67,450 | 66,970 | Aug 20 04:15 PM |
| Christianson Jon | Officer | Aug 18 '26 | Proposed Sale | 128.19 | 612 | 78,452 | Aug 14 02:37 PM |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| IJR | iShares Core S&P Small-Cap ETF | AUM: 106.27B |
| AVUV | Avantis U.S. Small Cap Value ETF | AUM: 32.39B |
| IWM | iShares Russell 2000 Index Fund | AUM: 77.38B |
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 687.42B |
| IWO | iShares Russell 2000 Growth ETF | AUM: 14.06B |
| SPSM | State Street SPDR Portfolio S&P 600TM Small Cap ETF | AUM: 16.06B |
| IJT | iShares S&P Small-Cap 600 Growth ETF | AUM: 7.45B |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.47B |
| VB | Vanguard Morningstar Small-Cap ETF | AUM: 79.59B |
| DFAS | U.S. Small Cap Portfolio-ETF Class Shares | - |
News
latest 14 of 206- ELF Beauty, Palomar Lead Five Stocks Near Buy Points In Ailing, Volatile Market (Investor's Business Daily)
- Palomar Beats Again And Lifts Guidance A Fourth Time As Crop And Surety Offset A Stalling Casualty Engine (Earnings Whispers) +8.07%
- Palomar: Q3 Earnings Snapshot (Associated Press)
- Palomar Holdings, Inc. Reports Third Quarter 2026 Results (GlobeNewswire)
- Palomar's Crop Surge Faces A Harvest-Season Test As Street Trails Raised Guidance (Earnings Whispers) -5.05%
- Loading…
- Palomar Holdings, Inc. Announces Third Quarter 2026 Financial Results Release Date and Conference Call (GlobeNewswire)
- CA ANZ partners with AI compliance automation platform Zato (The Accountant)
- PLMR's Gray Surety Acquisition Boosts Scale and Diversification (Quartz)
- Palomar Holdings, Inc. Announces Participation in the KBW Insurance Conference (GlobeNewswire)
- Palomar Holdings Inc (PLMR) (Q2 2026) Earnings Call Highlights: Record Earnings and Raised ... (GuruFocus.com)
- Palomar Holdings, Inc. Reports Second Quarter 2026 Results (GlobeNewswire)
- Palomar Holdings, Inc. Announces Second Quarter 2026 Financial Results Release Date and Conference Call (GlobeNewswire)
- Palomar Holdings, Inc. Announces Successful Completion of June 1 Reinsurance Placement (GlobeNewswire)
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| 2026Q3 | 2026-11-04 | 3.010 | 2.562 | 2.420 | 767.05 | 754.28 | 9 |
| 2026Q2 | 2026-08-04 | 2.360 | 2.189 | 1.944 | 630.46 | 621.53 | 9 |
| 2026Q1 | 2026-05-06 | 2.310 | 2.211 | 1.571 | 629.83 | 557.79 | 9 |
| 2025Q4 | 2026-02-11 | 2.240 | 2.081 | 2.056 | 492.63 | 481.03 | 9 |
| 2025Q3 | 2025-11-06 | 2.010 | 1.600 | 1.875 | 597.17 | 530.37 | 7 |
| 2025Q2 | 2025-08-04 | 1.760 | 1.668 | 1.684 | 496.29 | 464.12 | 9 |
| 2025Q1 | 2025-05-05 | 1.870 | 1.590 | 1.567 | 442.16 | 444.85 | 9 |
| 2024Q4 | 2025-02-12 | 1.520 | 1.232 | 1.285 | 373.72 | 373.29 | 9 |
| 2024Q3 | 2024-11-04 | 1.230 | 1.034 | 1.152 | 414.98 | 440.13 | 9 |
| 2024Q2 | 2024-08-05 | 1.250 | 1.090 | 1.004 | 385.18 | 338.74 | 9 |
| 2024Q1 | 2024-05-02 | 1.090 | 0.935 | 1.036 | 368.08 | 322.1 | 8 |
| 2023Q4 | 2024-02-14 | 1.110 | 0.939 | 1.025 | 303.15 | 297.6 | 9 |
| 2023Q3 | 2023-11-01 | 0.920 | 0.736 | 0.730 | 314 | 328.35 | 10 |
| 2023Q2 | 2023-08-02 | 0.860 | 0.822 | 0.694 | 274.3 | 298.49 | 10 |
| 2023Q1 | 2023-05-03 | 0.800 | 0.738 | 0.681 | 250.11 | 236.81 | 10 |
| 2022Q4 | 2023-02-15 | 0.820 | 0.744 | 0.729 | 239.12 | 221.62 | 10 |
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| 2018FY | 1.172 | - | 0.776 | 71.51 | - |
| 2019FY | 1.730 | 1.714 | 0.486 | 100.21 | 103.03 |
| 2020FY | 0.350 | 0.374 | 0.244 | 354.36 | 359.41 |
| 2021FY | 2.050 | 1.948 | 1.756 | 535.18 | 525.12 |
| 2022FY | 2.770 | 2.442 | 2.022 | 881.87 | 864.35 |
| 2023FY | 3.690 | 3.526 | 3.127 | 1,142 | 1,136 |
| 2024FY | 5.090 | 4.800 | 4.483 | 1,542 | 1,542 |
| 2025FY | 7.860 | 7.723 | 7.170 | 2,028 | 2,017 |
| 2026FY | - | 10.284 | - | - | 2,615 |
| 2027FY | - | 11.504 | - | - | 3,047 |
| 2028FY | - | 12.438 | - | - | 3,402 |
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| 2026Q4 | S | 2026-11-06 | 4 | 0 | 2 | 587.22 | 547.73 | 630.57 |
| 2026Q4 | S | 2026-11-05 | 4 | 0 | 1 | 594.72 | 559.67 | 630.57 |
| 2026Q4 | S | 2026-11-04 | 4 | 0 | 0 | 602.5 | 577.74 | 630.57 |
| 2026Q4 | S | 2026-10-21 | 4 | 0 | 0 | 602.5 | 577.74 | 630.57 |
| 2026Q4 | S | 2026-10-20 | 4 | 0 | 1 | 602.5 | 577.74 | 630.57 |
| 2026Q4 | S | 2026-10-19 | 4 | 0 | 1 | 603.15 | 577.74 | 630.57 |
| 2026Q4 | S | 2026-08-07 | 4 | 1 | 1 | 603.15 | 577.74 | 630.57 |
| 2026Q4 | S | 2026-08-05 | 4 | 1 | 0 | 615.68 | 593.38 | 630.57 |
| 2026Q4 | S | 2026-07-21 | 4 | 0 | 0 | 612.88 | 596.95 | 627.87 |
| 2026Q4 | S | 2026-05-11 | 4 | 0 | 1 | 612.88 | 596.95 | 627.87 |
| 2026Q4 | S | 2026-05-07 | 4 | 0 | 1 | 612.07 | 596.95 | 624.64 |
| 2026Q4 | S | 2026-04-28 | 4 | 0 | 0 | 615.66 | 610.9 | 624.64 |
| 2026Q4 | S | 2026-04-07 | 4 | 3 | 0 | 615.66 | 610.9 | 624.64 |
| 2026Q4 | S | 2026-02-12 | 3 | 3 | 0 | 617.11 | 610.9 | 624.64 |
Estimate history
| EPS, annual | 0.161 | 0.776 | 0.486 | 0.244 | 1.756 | 2.022 | 3.127 | 4.483 | 7.17 | 7.9905 |
|---|---|---|---|---|---|---|---|---|---|---|
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| EPS, quarterly | 1.152 | 1.285 | 1.567 | 1.684 | 1.875 | 2.056 | 1.571 | 1.944 | 2.42 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Sales, annual | 59.466 | 72.971 | 113.296 | 168.463 | 247.791 | 327.086 | 376.593 | 553.204 | 875.723 | 1233.31 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| Sales, quarterly | 148.176 | 155.098 | 174.389 | 203.311 | 244.66 | 253.362 | 278.938 | 314.423 | 386.59 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Shares, annual | 23.469 | 23.469 | 23.469 | 25.526 | 25.429 | 25.027 | 24.773 | 26.529 | 26.52 | 26.29 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | MRQ |
| Shares, quarterly | 26.452 | 26.529 | 26.735 | 26.777 | 26.495 | 26.52 | 26.514 | 26.187 | 26.29 | |
| 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 | 1,233.31 | 875.72 | 553.20 | 376.59 | 327.09 | 247.79 | 168.46 | 113.30 | 72.97 |
| Losses, Claims & Reserves | 408.59 | 228.59 | 134.76 | 72.59 | 78.67 | 41.46 | 64.11 | 5.59 | 6.27 |
| Selling, General and Administrative Incl. Other | 530.74 | 393.59 | 266.77 | 195.92 | 179.99 | 149.16 | 98.12 | 87.66 | 46.18 |
| Operating Income before Interest Expense | 293.98 | 253.54 | 151.68 | 108.08 | 68.42 | 57.18 | 6.22 | 20.05 | 20.52 |
| Interest Expense | 13.33 | 0.39 | 1.14 | 3.77 | 0.87 | 0.04 | 0.00 | 1.07 | 2.30 |
| Unusual Expense | - | -0.24 | -0.66 | 0.67 | - | - | - | 0.90 | - |
| Net Income Before Taxes | 280.65 | 253.39 | 151.20 | 103.64 | 67.55 | 57.14 | 6.22 | 18.08 | 18.21 |
| Income Taxes | 63.62 | 56.32 | 33.62 | 24.44 | 15.38 | 11.29 | -0.03 | 7.46 | -0.01 |
| Consolidated Net Income | 217.04 | 197.07 | 117.57 | 79.20 | 52.17 | 45.85 | 6.26 | 10.62 | 18.22 |
| Net Income From Continuing Operations | 217.04 | 197.07 | 117.57 | 79.20 | 52.17 | 45.85 | 6.26 | 10.62 | 18.22 |
| Net Income | 217.04 | 197.07 | 117.57 | 79.20 | 52.17 | 45.85 | 6.26 | 10.62 | 18.22 |
| EPS (Recurring) | 8.04 | 7.16 | 4.47 | 3.15 | 2.02 | 1.76 | 0.24 | 0.52 | 0.78 |
| EPS (Basic, Before Extraordinaries) | 8.21 | 7.40 | 4.61 | 3.19 | 2.07 | 1.80 | 0.25 | 0.49 | 0.78 |
| EPS (Diluted) | 7.99 | 7.17 | 4.48 | 3.13 | 2.02 | 1.76 | 0.24 | 0.49 | 0.78 |
| Non-Operating Income (Expense) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| 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 | 24.22 | 16.60 | 13.18 | 11.78 | 9.18 | 4.08 | 1.58 | 17.60 | - |
| Price To Earnings Ratio | 20.16 | 20.16 | 25.04 | 19.59 | 23.37 | 36.92 | 332.86 | 111.56 | - |
| Price To Sales Ratio | 2.70 | 4.23 | 5.01 | 3.73 | 3.56 | 6.83 | 13.50 | 9.73 | - |
| Operating Margin | 23.84 | 28.95 | 27.42 | 28.70 | 20.92 | 23.08 | 3.69 | 17.69 | 28.12 |
| Net Margin | 17.60 | 22.50 | 21.25 | 21.03 | 15.95 | 18.50 | 3.71 | 9.37 | 24.97 |
| Shares Outstanding | 26.29 | 26.52 | 26.53 | 24.77 | 25.03 | 25.43 | 25.53 | 23.47 | 23.47 |
| Market Capitalization | 4,235.58 | 4,235.58 | 2,794.53 | 1,372.59 | 1,139.51 | 1,646.15 | 2,267.11 | 1,184.95 | 1,140.59 |
| Operating Income after Interest Expense | - | 253.15 | 150.54 | 104.31 | 67.55 | 57.14 | 6.22 | 18.98 | 18.21 |
| 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 | 386.59 | 314.42 | 278.94 | 253.36 | 244.66 | 203.31 | 174.39 | 155.10 |
| Losses, Claims & Reserves | 151.65 | 98.99 | 87.10 | 70.86 | 72.81 | 46.18 | 38.74 | 37.18 |
| Selling, General and Administrative Incl. Other | 145.07 | 140.69 | 135.22 | 109.76 | 104.58 | 97.16 | 82.09 | 73.53 |
| Operating Income before Interest Expense | 89.87 | 74.75 | 56.62 | 72.75 | 67.27 | 59.97 | 53.55 | 44.39 |
| Interest Expense | 5.14 | 4.95 | 3.16 | 0.09 | 0.13 | 0.09 | 0.09 | 0.09 |
| Operating Income after Interest Expense | 84.73 | 69.80 | 53.46 | 72.66 | 67.14 | 59.88 | 53.47 | 44.30 |
| Unusual Expense | 0.00 | 0.00 | 0.00 | - | 0.00 | 0.00 | -0.24 | -0.66 |
| Net Income Before Taxes | 84.73 | 69.80 | 53.46 | 72.66 | 67.14 | 59.88 | 53.71 | 44.96 |
| Income Taxes | 19.40 | 17.21 | 10.51 | 16.49 | 15.68 | 13.35 | 10.79 | 10.00 |
| Consolidated Net Income | 65.33 | 52.59 | 42.95 | 56.16 | 51.45 | 46.53 | 42.92 | 34.97 |
| Net Income From Continuing Operations | 65.33 | 52.59 | 42.95 | 56.16 | 51.45 | 46.53 | 42.92 | 34.97 |
| Net Income | 65.33 | 52.59 | 42.95 | 56.16 | 51.45 | 46.53 | 42.92 | 34.97 |
| EPS (Recurring) | 2.42 | 1.94 | 1.57 | 2.06 | 1.87 | 1.68 | 1.56 | 1.27 |
| EPS (Basic, Before Extraordinaries) | 2.48 | 2.00 | 1.62 | 2.12 | 1.93 | 1.74 | 1.61 | 1.32 |
| EPS (Diluted) | 2.42 | 1.94 | 1.57 | 2.06 | 1.87 | 1.68 | 1.57 | 1.29 |
| Non-Operating Income (Expense) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 7.02 | 5.88 | 6.94 | 4.38 | 4.25 | 4.22 | 3.75 | 3.78 |
| Price To Earnings Ratio | 20.16 | 17.59 | 16.64 | 21.02 | 20.53 | 30.80 | 30.62 | 25.04 |
| Price To Sales Ratio | 2.70 | 3.13 | 3.33 | 4.20 | 4.12 | 6.26 | 6.17 | 5.19 |
| Operating Margin | 23.25 | 23.77 | 20.30 | 28.71 | 27.50 | 29.49 | 30.71 | 28.62 |
| Net Margin | 16.90 | 16.73 | 15.40 | 22.17 | 21.03 | 22.89 | 24.61 | 22.54 |
| Shares Outstanding | 26.29 | 26.19 | 26.51 | 26.52 | 26.49 | 26.78 | 26.74 | 26.53 |
| Market Capitalization | 4,235.58 | 3,349.83 | 3,189.42 | 3,571.37 | 3,126.97 | 4,124.97 | 3,656.97 | 2,794.53 |
Balance sheet, annual
| Metric | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY | 2017FY |
|---|---|---|---|---|---|---|---|---|---|
| Total Cash | 106.89 | 80.54 | 51.85 | 68.16 | 50.37 | 33.79 | 33.35 | 9.92 | 10.93 |
| Investments | 1,352.02 | 987.72 | 689.58 | 553.64 | 465.94 | 422.31 | 239.48 | 147.39 | 125.50 |
| Premium Balance Receivables - Insurance | 452.91 | 305.72 | 261.97 | 162.86 | 88.01 | 48.84 | 36.24 | 18.63 | 15.09 |
| Net Property, Plant & Equipment | 9.43 | 8.07 | 1.31 | 2.29 | 2.16 | 3.01 | 0.84 | 0.95 | 0.83 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Assets | 0.76 | 8.77 | 10.12 | 10.62 | 15.22 | 8.60 | 4.58 | - | - |
| Other Intangible Assets | 304.33 | 200.01 | 150.59 | 111.18 | 103.61 | 81.38 | 42.19 | 21.39 | 18.20 |
| Total Assets | 2,226.35 | 1,590.82 | 1,165.42 | 908.75 | 725.33 | 597.93 | 356.68 | 198.29 | 170.55 |
| Insurance Policy Liabilities - Insurance | 851.75 | 573.68 | 396.78 | 305.03 | 242.40 | 172.77 | 103.83 | 62.34 | 61.95 |
| Total Debt | 7.09 | 7.76 | 53.69 | 38.47 | 2.19 | 0.00 | 0.00 | 19.08 | 17.09 |
| Long Term Debt | 6.16 | 6.71 | 53.04 | 37.50 | 1.28 | 0.00 | 0.00 | 19.08 | 17.09 |
| 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 | - | - | - | - | 19.13 | 13.97 | 6.58 | - | - |
| Other Liabilities | 424.83 | 280.35 | 243.71 | 180.50 | 67.44 | 47.48 | 27.71 | 20.57 | 13.09 |
| Total Liabilities | 1,283.68 | 861.79 | 694.17 | 524.00 | 331.16 | 234.22 | 138.13 | 102.00 | 92.13 |
| 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 | 942.67 | 729.03 | 471.25 | 384.75 | 394.17 | 363.71 | 218.56 | 96.29 | 78.41 |
| Total Shareholders Equity | 942.67 | 729.03 | 471.25 | 384.75 | 394.17 | 363.71 | 218.56 | 96.29 | 78.41 |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 942.67 | 729.03 | 471.25 | 384.75 | 394.17 | 363.71 | 218.56 | 96.29 | 78.41 |
| Total Liabilities & Stockholders Equity | 2,226.35 | 1,590.82 | 1,165.42 | 908.75 | 725.33 | 597.93 | 356.68 | 198.29 | 170.55 |
| Book Value Per Share | 35.54 | 27.48 | 19.02 | 15.37 | 15.50 | 14.25 | 9.31 | 4.10 | 3.34 |
| Tangible Book Value Per Share | 32.52 | 26.28 | 17.87 | 14.55 | 14.76 | 13.80 | 9.28 | 4.07 | 3.31 |
| Full-Time Employees | 439 | 253 | 213 | 191 | 151 | 122 | 77 | 64 | - |
| Price to Book Ratio | 4.30 | 3.97 | 3.26 | 3.10 | 4.18 | 6.23 | 5.42 | 5.47 | - |
| Return on Assets | 10.33 | 8.53 | 7.64 | 6.39 | 6.93 | 1.31 | 3.83 | 9.88 | - |
| Return on Equity | 23.58 | 19.59 | 18.50 | 13.40 | 12.10 | 2.15 | 6.75 | 20.86 | - |
| Return on Invested Capital | 20.77 | 15.98 | 15.11 | 12.36 | 11.59 | 1.72 | 4.86 | 15.79 | 3.96 |
| Current Ratio | 1.29 | 1.57 | 1.43 | 1.49 | 2.49 | 1.89 | 5.85 | 2.49 | 3.94 |
Cash flow, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | - | 217.02 | 135.96 | 92.84 | 73.76 | 56.76 | 10.58 | 32.50 | 21.92 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | - | 202.03 | 125.20 | 23.27 | 95.82 | 31.05 | 42.97 | 9.20 | 0.88 |
| Cash from Operating Activities | 462.11 | 419.06 | 261.16 | 116.11 | 169.58 | 87.81 | 53.55 | 41.70 | 22.81 |
| Capital Expenditures | -8.61 | -6.23 | -6.05 | -6.76 | -5.94 | -4.85 | -0.13 | -0.12 | -0.33 |
| Net Assets From Acquisitions | -243.40 | -58.59 | 0.00 | -5.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | 0.31 | 0.35 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | -519.68 | -297.51 | -296.24 | -117.14 | -149.91 | -54.82 | -171.72 | -81.47 | -25.28 |
| Purchase of Investments | -950.64 | -925.09 | -607.10 | -237.72 | -392.63 | -216.57 | -341.95 | -270.44 | -136.46 |
| Sale Or Maturity of Investments | 430.96 | 627.57 | 310.86 | 120.58 | 242.73 | 161.75 | 170.23 | 188.97 | 111.17 |
| Other Uses | 11.85 | -1.93 | -3.96 | 0.00 | -0.96 | -0.01 | -9.59 | 0.00 | 0.00 |
| Other Sources | 3.00 | 0.00 | 0.00 | 0.95 | 0.00 | 1.50 | 0.00 | 1.02 | 0.25 |
| Cash from Investing Activities | -756.52 | -363.92 | -306.24 | -128.48 | -156.81 | -58.19 | -181.44 | -80.57 | -25.36 |
| Cash Dividends Paid | -11.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -5.12 | 0.00 |
| Change in Capital Stock | -68.83 | -32.51 | 123.62 | -20.23 | -31.38 | -13.04 | 128.33 | 87.41 | 0.00 |
| Repurchase of Common Pref Stock | -72.86 | -37.28 | 0.00 | -22.27 | -34.41 | -15.85 | 0.00 | 0.00 | 0.00 |
| Sale of Common Pref Stock | 4.02 | 4.78 | 123.62 | 2.04 | 3.03 | 2.81 | 128.33 | 87.41 | 0.00 |
| Proceedsfrom Stock Options | -0.14 | -0.14 | 115.72 | 0.00 | 0.00 | 0.00 | 125.55 | 87.41 | 0.00 |
| Issuance or Reduction of Debt, Net | 314.70 | 0.00 | -52.60 | 16.20 | 36.40 | 0.00 | 0.00 | -20.00 | 1.55 |
| Change in Long Term Debt | 314.70 | 0.00 | -52.60 | 16.20 | 0.00 | 0.00 | 0.00 | -20.00 | 1.55 |
| Issuance of Long Term Debt | 505.43 | 15.00 | 0.00 | 16.20 | 0.00 | 0.00 | 0.00 | 0.00 | 19.05 |
| Reduction of Long Term Debt | -190.74 | -15.00 | -52.60 | 0.00 | 0.00 | 0.00 | 0.00 | -20.00 | -17.50 |
| Net Financing Active Other Cash Flow | 4.27 | 3.72 | 2.76 | 0.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Financing Activities Uses | -2.57 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Financing Activities | 238.28 | -28.79 | 73.77 | -3.94 | 5.02 | -13.04 | 128.33 | 62.29 | 1.55 |
| Net Change in Cash | -56.13 | 26.35 | 28.69 | -16.31 | 17.79 | 16.59 | 0.44 | 23.43 | -1.01 |
| Free Cash Flow | 461.60 | 418.92 | 260.91 | 116.09 | 169.27 | 87.80 | 53.42 | 41.59 | 22.48 |
| 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 | 7.40 | 8.84 | 10.61 | 12.11 | 6.88 | 19.26 | 42.57 | 30.23 | - |
Balance sheet, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Total Cash | 55.63 | 62.70 | 56.55 | 106.89 | 111.76 | 81.31 |
| Investments | 1,758.03 | 1,678.25 | 1,562.47 | 1,352.02 | 1,213.12 | 1,174.99 |
| Net Property, Plant & Equipment | 2.65 | 2.67 | 2.30 | 9.43 | 2.69 | 2.93 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Assets | 4.52 | - | - | 0.76 | 2.54 | 3.06 |
| Other Intangible Assets | 575.45 | 533.19 | 518.97 | 304.33 | 311.48 | 310.11 |
| Total Assets | 3,063.44 | 2,932.69 | 2,718.03 | 2,226.35 | 2,104.82 | 2,062.65 |
| Insurance Policy Liabilities - Insurance | 1,256.39 | 1,139.37 | 1,026.00 | 851.75 | 824.92 | 729.80 |
| Total Debt | 315.04 | 295.77 | 297.43 | 7.09 | 0.00 | 0.00 |
| Long Term Debt | 315.04 | 295.77 | 297.43 | 6.16 | 0.00 | 0.00 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Liabilities | - | 10.94 | 10.84 | - | - | - |
| Other Liabilities | 507.04 | 505.67 | 424.72 | 424.83 | 401.79 | 485.65 |
| Total Liabilities | 2,078.47 | 1,951.75 | 1,758.99 | 1,283.68 | 1,226.71 | 1,215.46 |
| 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 | 984.97 | 980.94 | 959.04 | 942.67 | 878.11 | 847.20 |
| Total Shareholders Equity | 984.97 | 980.94 | 959.04 | 942.67 | 878.11 | 847.20 |
| Accumulated Minority Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Equity | 984.97 | 980.94 | 959.04 | 942.67 | 878.11 | 847.20 |
| Total Liabilities & Stockholders Equity | 3,063.44 | 2,932.69 | 2,718.03 | 2,226.35 | 2,104.82 | 2,062.65 |
| Book Value Per Share | 37.47 | 37.46 | 36.17 | 35.54 | 33.14 | 31.64 |
| Tangible Book Value Per Share | 28.78 | 28.42 | 26.89 | 32.52 | 30.78 | 29.29 |
| Full-Time Employees | - | - | - | 439 | - | - |
| Price to Book Ratio | 4.30 | 3.49 | 3.36 | 4.07 | 3.69 | 5.22 |
| Return on Assets | 8.40 | 8.13 | 8.84 | 10.33 | 9.60 | 9.13 |
| Return on Equity | 23.30 | 22.23 | 22.53 | 23.58 | 22.24 | 22.45 |
| Return on Invested Capital | 5.03 | 4.12 | 3.42 | 5.92 | 5.86 | 5.49 |
| Current Ratio | 1.10 | 1.20 | 1.28 | 1.29 | 1.42 | 1.43 |
Cash flow, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Operating Activities | 120.56 | 167.17 | 47.02 | 127.35 | 83.64 | 120.88 |
| Capital Expenditures | -2.60 | -2.48 | -1.99 | -1.53 | -1.56 | -1.72 |
| Net Assets From Acquisitions | 0.00 | 0.00 | -246.32 | 2.92 | 0.00 | -37.48 |
| Sale of Fixed Assets and Businesses | -0.05 | 0.00 | 0.24 | 0.12 | 0.23 | 0.00 |
| Purchase or Sale of Investments | -143.31 | -106.73 | -122.81 | -146.84 | -9.66 | -114.71 |
| Purchase of Investments | -214.23 | -264.22 | -267.86 | -204.33 | -74.64 | -319.47 |
| Sale Or Maturity of Investments | 70.92 | 157.49 | 145.06 | 57.49 | 64.98 | 204.76 |
| Other Uses | 13.02 | -10.52 | -2.50 | 11.85 | -6.75 | -6.84 |
| Other Sources | 3.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -129.93 | -119.73 | -373.38 | -133.48 | -17.74 | -160.75 |
| Cash Dividends Paid | -11.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Preferred Dividends (Cash Flow) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | -6.36 | -40.56 | -22.32 | 0.40 | -36.57 | 0.89 |
| Repurchase of Common Pref Stock | -8.89 | -41.02 | -23.09 | 0.13 | -37.29 | 0.00 |
| Sale of Common Pref Stock | 2.53 | 0.46 | 0.77 | 0.27 | 0.72 | 0.89 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | -0.14 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | 19.14 | -1.88 | 297.43 | 0.00 | 0.00 | 0.00 |
| Change in Long Term Debt | 19.14 | -1.88 | 297.43 | 0.00 | 0.00 | 0.00 |
| Issuance of Long Term Debt | 208.00 | 0.00 | 297.43 | 0.00 | 15.00 | 0.00 |
| Reduction of Long Term Debt | -188.86 | -1.88 | 0.00 | 0.00 | -15.00 | 0.00 |
| Net Financing Active Other Cash Flow | 1.36 | 1.14 | 0.91 | 0.86 | 1.11 | 0.97 |
| Other Financing Activities Uses | 0.00 | -2.57 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Financing Activities | 2.29 | -41.30 | 276.02 | 1.26 | -35.46 | 1.86 |
| Net Change in Cash | -7.08 | 6.15 | -50.34 | -4.87 | 30.45 | -38.01 |
| Free Cash Flow | 120.49 | 166.76 | 47.02 | 127.33 | 83.59 | 120.85 |
| Price to Free Cash Flow | 7.40 | 8.05 | 8.63 | 8.79 | 8.80 | 11.20 |
Revenue breakdown
| Fire, Marine & Casualty Insurance | 2024: 897.11M 2025: 1.06B |
|---|---|
| United States | 2024: 897.11M 2025: 1.06B |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 2.39% | 0.6M | 25.6M | 231.66K |
| 2026-10-15 | 2.79% | 0.7M | 25.6M | 232.77K |
| 2026-09-30 | 2.95% | 0.8M | 25.6M | 254.41K |
| 2026-09-15 | 3.64% | 0.9M | 25.6M | 267.94K |
| 2026-08-31 | 3.41% | 0.9M | 25.6M | 273.94K |
| 2026-08-14 | 3.04% | 0.8M | 25.6M | 288.81K |
| 2026-07-31 | 3.38% | 0.9M | 25.6M | 302.90K |
| 2026-07-15 | 4.40% | 1.1M | 25.9M | 294.81K |
| 2026-06-30 | 3.66% | 0.9M | 25.9M | 268.25K |
| 2026-06-15 | 3.84% | 1.0M | 25.9M | 256.73K |
| 2026-05-29 | 3.28% | 0.8M | 25.9M | 249.07K |
| 2026-05-15 | 2.89% | 0.7M | 25.9M | 258.35K |
| 2026-04-30 | 2.61% | 0.7M | 25.9M | 265.04K |
| 2026-04-15 | 2.50% | 0.7M | 26.1M | 262.87K |
| 2026-03-31 | 2.31% | 0.6M | 26.0M | 260.58K |
| 2026-03-13 | 2.15% | 0.6M | 26.0M | 248.10K |
| 2026-02-27 | 2.07% | 0.5M | 26.0M | 257.07K |
| 2026-02-13 | 2.18% | 0.6M | 26.0M | 244.69K |
| 2026-01-30 | 1.64% | 0.4M | 25.9M | 234.80K |
| 2026-01-15 | 1.89% | 0.5M | 25.9M | 237.01K |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 80.00 | 75.40 | 78.70 | 0.00 | 2.465 | 0.00 | 0.00 | 0.968 | -0.265 | 0.018 |
| call | 85.00 | 70.40 | 74.00 | 0.00 | 2.267 | 0.00 | 0.00 | 0.965 | -0.262 | 0.019 |
| call | 90.00 | 65.40 | 68.90 | 0.00 | 2.081 | 0.00 | 0.00 | 0.962 | -0.258 | 0.020 |
| call | 95.00 | 60.50 | 63.70 | 0.00 | 1.905 | 0.00 | 0.00 | 0.959 | -0.254 | 0.022 |
| call | 100 | 55.50 | 58.50 | 0.00 | 1.737 | 0.00 | 0.00 | 0.955 | -0.250 | 0.023 |
| call | 105 | 50.50 | 53.50 | 0.00 | 1.576 | 0.00 | 0.00 | 0.951 | -0.245 | 0.025 |
| call | 110 | 45.50 | 48.50 | 0.00 | 1.422 | 0.00 | 0.00 | 0.946 | -0.240 | 0.027 |
| call | 115 | 40.50 | 43.50 | 0.00 | 1.274 | 0.00 | 0.00 | 0.941 | -0.234 | 0.029 |
| call | 120 | 35.50 | 38.70 | 0.00 | 1.202 | 0.00 | 0.00 | 0.934 | -0.227 | 0.032 |
| call | 125 | 30.60 | 33.70 | 15.95 | 1.056 | 2.00 | 0.00 | 0.926 | -0.219 | 0.035 |
| call | 130 | 25.60 | 28.70 | 10.80 | 0.843 | 1.00 | 0.00 | 0.904 | -0.246 | 0.042 |
| call | 135 | 20.70 | 23.70 | 18.90 | 0.721 | 3.00 | 0.00 | 0.890 | -0.233 | 0.047 |
| call | 140 | 16.20 | 18.50 | 15.00 | 0.588 | 9.00 | 0.00 | 0.812 | -0.361 | 0.067 |
| call | 145 | 11.80 | 13.60 | 12.50 | 0.452 | 13.00 | 1.00 | 0.774 | -0.340 | 0.075 |
| call | 150 | 7.50 | 9.50 | 2.39 | 0.467 | 10.00 | 0.00 | 0.714 | -0.305 | 0.084 |
| call | 155 | 3.60 | 6.20 | 5.11 | 0.471 | 7.00 | 1.00 | 0.599 | -0.311 | 0.096 |
| call | 160 | 1.30 | 4.50 | 2.50 | 0.552 | 2.00 | 0.00 | 0.462 | -0.329 | 0.098 |
| call | 165 | 0.05 | 2.80 | 1.40 | 0.558 | 1.00 | 0.00 | 0.336 | -0.302 | 0.090 |
| call | 170 | 0.00 | 2.45 | 0.00 | 0.670 | 0.00 | 0.00 | 0.263 | -0.310 | 0.081 |
| call | 175 | 0.00 | 1.00 | 0.00 | 0.606 | 0.00 | 0.00 | 0.137 | -0.184 | 0.054 |
| call | 180 | 0.00 | 2.30 | 0.00 | 0.716 | 0.00 | 0.00 | 0.121 | -0.198 | 0.049 |
| call | 185 | 0.00 | 2.25 | 0.00 | 0.814 | 0.00 | 0.00 | 0.109 | -0.209 | 0.046 |
| call | 190 | 0.00 | 2.25 | 0.00 | 0.899 | 0.00 | 0.00 | 0.101 | -0.218 | 0.044 |
| put | 80.00 | 0.00 | 2.15 | 0.00 | 2.604 | 0.00 | 0.00 | -0.032 | -0.256 | 0.018 |
| put | 85.00 | 0.00 | 2.15 | 0.00 | 2.400 | 0.00 | 0.00 | -0.035 | -0.252 | 0.019 |
| put | 90.00 | 0.00 | 2.15 | 0.00 | 2.206 | 0.00 | 0.00 | -0.038 | -0.249 | 0.020 |
| put | 95.00 | 0.00 | 2.15 | 0.05 | 2.022 | 1.00 | 0.00 | -0.042 | -0.244 | 0.022 |
| put | 100 | 0.00 | 2.15 | 0.05 | 1.838 | 2.00 | 0.00 | -0.046 | -0.238 | 0.024 |
| put | 105 | 0.00 | 2.15 | 1.65 | 1.670 | 1.00 | 0.00 | -0.050 | -0.233 | 0.025 |
| put | 110 | 0.00 | 2.20 | 1.15 | 1.509 | 1.00 | 0.00 | -0.055 | -0.227 | 0.027 |
| put | 115 | 0.00 | 2.20 | 0.64 | 1.362 | 1.00 | 0.00 | -0.060 | -0.221 | 0.029 |
| put | 120 | 0.00 | 2.25 | 2.95 | 1.203 | 1.00 | 0.00 | -0.068 | -0.212 | 0.032 |
| put | 125 | 0.00 | 0.95 | 2.05 | 1.090 | 4.00 | 0.00 | -0.074 | -0.208 | 0.035 |
| put | 130 | 0.00 | 1.95 | 0.80 | 1.010 | 3.00 | 0.00 | -0.096 | -0.234 | 0.042 |
| put | 135 | 0.00 | 1.20 | 3.00 | 0.862 | 1.00 | 0.00 | -0.110 | -0.221 | 0.047 |
| put | 140 | 0.00 | 2.60 | 4.80 | 0.945 | 5.00 | 0.00 | -0.188 | -0.348 | 0.067 |
| put | 145 | 0.00 | 3.00 | 2.75 | 0.819 | 1.00 | 0.00 | -0.229 | -0.325 | 0.075 |
| put | 150 | 0.15 | 3.40 | 3.10 | 0.689 | 7.00 | 0.00 | -0.284 | -0.290 | 0.084 |
| put | 155 | 2.10 | 4.90 | 33.50 | 0.637 | 0.00 | 0.00 | -0.401 | -0.296 | 0.096 |
| put | 160 | 4.90 | 7.50 | 0.00 | 0.650 | 0.00 | 0.00 | -0.535 | -0.315 | 0.099 |
| put | 165 | 7.80 | 11.00 | 0.00 | 0.713 | 0.00 | 0.00 | -0.662 | -0.292 | 0.091 |
| put | 170 | 12.20 | 15.20 | 0.00 | 0.785 | 0.00 | 0.00 | -0.737 | -0.294 | 0.081 |
| put | 175 | 17.00 | 20.10 | 0.00 | 0.915 | 0.00 | 0.00 | -0.859 | -0.165 | 0.055 |
| put | 180 | 22.00 | 25.00 | 0.00 | 1.004 | 0.00 | 0.00 | -0.876 | -0.178 | 0.051 |
| put | 185 | 26.80 | 30.00 | 0.00 | 1.136 | 0.00 | 0.00 | -0.888 | -0.189 | 0.047 |
| put | 190 | 32.00 | 35.00 | 0.00 | 1.234 | 0.00 | 0.00 | -0.898 | -0.198 | 0.044 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-06 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-11-04 | 8-K | Current report | 2026-11-04 | SEC |
| 2026-10-22 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-21 | SEC |
| 2026-10-21 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-09-22 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-21 | SEC |
| 2026-09-21 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-09-11 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-02 | SEC |
| 2026-08-24 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-21 | SEC |
| 2026-08-21 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-08-20 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-18 | SEC |
| 2026-08-20 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-18 | SEC |
| 2026-08-20 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-18 | SEC |
| 2026-08-14 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-08-14 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-08-11 | 8-K | Current report | 2026-08-10 | SEC |
| 2026-08-05 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-06-30 | SEC |
| 2026-08-04 | 4 | Statement of changes in beneficial ownership of securities | 2026-07-31 | SEC |
| 2026-08-04 | 8-K | Current report | 2026-08-04 | SEC |
| 2026-07-28 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-07-22 | 4 | Statement of changes in beneficial ownership of securities | 2026-07-21 | SEC |
| 2026-07-21 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-07-21 | 4 | Statement of changes in beneficial ownership of securities | 2026-07-20 | SEC |
| 2026-07-17 | 4 | Statement of changes in beneficial ownership of securities | 2026-07-15 | SEC |
| 2026-07-09 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-07-06 | 4 | Statement of changes in beneficial ownership of securities | 2026-07-02 | SEC |
| 2026-07-02 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-06-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-06-28 | SEC |
| 2026-06-24 | 4 | Statement of changes in beneficial ownership of securities | 2026-06-22 | SEC |
| 2026-06-24 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-06-22 | 144 | Filing for proposed sale of securities under Rule 144. | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 0 | 0 | 484.10K | 1 |
| 2026-09 | 135 | 1 | 472.44K | 1 |
| 2026-08 | 0 | 0 | 663.42K | 4 |
| 2026-07 | 0 | 0 | 10.02M | 5 |
| 2026-06 | 0 | 0 | 455.02K | 2 |
| 2026-05 | 0 | 0 | 583.16K | 4 |
| 2026-04 | 0 | 0 | 1.50M | 4 |
| 2026-03 | 0 | 0 | 422.03K | 1 |
| 2026-02 | 0 | 0 | 816.07K | 4 |
| 2026-01 | 0 | 0 | 4.78M | 19 |
| 2025-12 | 0 | 0 | 917.03K | 2 |
| 2025-11 | 0 | 0 | 818.52K | 4 |
Institutional holders
| Manager | % owned |
|---|---|
| BlackRock, Inc. | 16.61% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.66% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.50% |
| STATE STREET CORP | 4.24% |
| Jupiter Topco LLC | 3.94% |
| AMERICAN CENTURY COMPANIES INC | 2.90% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.62% |
| Hood River Capital Management LLC | 2.57% |
| DIMENSIONAL FUND ADVISORS LP | 2.54% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 2.52% |
Funds
| Fund | % owned |
|---|---|
| iShares Core S&P Small-Cap ETF | 6.03% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 3.17% |
| iShares Russell 2000 ETF | 2.57% |
| Avantis U.S. Small Cap Value ETF | 2.39% |
| VANGUARD EXPLORER FUND | 1.82% |
| Hood River Small-Cap Growth Fund | 1.31% |
| VANGUARD EXTENDED MARKET INDEX FUND | 1.15% |
| VANGUARD SMALL-CAP INDEX FUND | 1.15% |
| Harbor Small Cap Growth Fund | 1.06% |
| Janus Henderson Triton Fund | 1.04% |
OakChart. PLMR. Cached 15 minutes.