SiriusPoint Ltd
SPNTFinancial·Insurance - Reinsurance·Bermuda·Mid·NYSE·Nov 11 • 3:59 PM ET
Price
SPNT against its 20, 50 and 200-day averages1.2% under the 52-week high of 27.39 on 10 Nov 2026. 52-week low 19.15 on 23 Jan 2026. Last 15 sessions, 9.6% high to low
Volume 1.06× normal · the line is the 50-bar volume average
Profile
SPNTSiriusPoint Ltd. engages in the provision of insurance and reinsurance services. It operates through the Reinsurance, and Insurance and Services segments. The Reinsurance segment covers aviation and space, casualty, contingency, credit and bond, marine and energy, mortgage, and property. The Insurance and Services segment involves accident and health, environmental, worker's compensation, and others. The company was founded in 1945 and is headquartered in Pembroke, Bermuda.
| Index | RUT |
|---|---|
| Employees | 1099 |
| IPO | Aug 15, 2013 |
| Beta | 0.57 |
| ATR, 14d | 0.72 |
| Rel volume | 1.06 |
| Short float | 5.24% |
| Insider own | 12.58% |
| Inst own | 84.46% |
Snapshot
6 groupsValuation
| Index | RUT |
|---|---|
| Market Cap | 3.11B |
| Enterprise Value | - |
| Income | 494.70M |
| Sales | 3.36B |
| Book/sh | 19.37 |
| Cash/sh | - |
| Dividend Est. | - |
| Dividend TTM | - |
| Dividend Ex-Date | - |
| Dividend Gr. 3/5Y | - - |
| Payout | 0.00% |
| Employees | 1099 |
| IPO | Aug 15, 2013 |
Ratios
| P/E | 6.59 |
|---|---|
| Forward P/E | 9.79 |
| PEG | 1.82 |
| P/S | 0.93 |
| P/B | 1.40 |
| P/C | - |
| P/FCF | 12.15 |
| EV/EBITDA | - |
| EV/Sales | - |
| Quick Ratio | - |
| Current Ratio | 0.63 |
| Debt/Eq | 0.31 |
| LT Debt/Eq | 0.31 |
| Option/Short | Yes / Yes |
Earnings
| EPS (ttm) | 4.10 |
|---|---|
| EPS next Y | 2.76 |
| EPS next Q | 0.60 |
| EPS this Y | 9.46% |
| EPS next Y | -1.00% |
| EPS next 5Y | 5.38% |
| EPS past 3/5Y | - 19.84% |
| Sales past 3/5Y | 15.03% 29.83% |
| EPS Y/Y TTM | 163.19% |
| Sales Y/Y TTM | 18.14% |
| EPS Q/Q | 1.41% |
| Sales Q/Q | 14.78% |
| Earnings | Nov 05 AMC |
| EPS/Sales Surpr. | 37.87% 34.27% |
Ownership
| Insider Own | 12.58% |
|---|---|
| Insider Trans | 0.00% |
| Inst Own | 84.46% |
| Inst Trans | -0.61% |
| ROA | 5.06% |
| ROE | 22.60% |
| ROIC | 17.19% |
| Gross Margin | - |
| Oper. Margin | 20.06% |
| Profit Margin | 14.72% |
| SMA20 | 4.56% |
| SMA50 | 7.28% |
| SMA200 | 16.15% |
| Trades | - |
Technical
| Shs Outstand | 115.03M |
|---|---|
| Shs Float | 100.56M |
| Short Float | 5.24% |
| Short Ratio | 6.01 |
| Short Interest | 5.27M |
| 52W High | 27.39 -1.24% |
| 52W Low | 19.15 41.25% |
| Volatility | 3.61% 2.60% |
| ATR (14) | 0.72 |
| RSI (14) | 67.92 |
| Beta | 0.57 |
| Rel Volume | 1.06 |
| Avg Volume | 876.94K |
| Volume | 925,729 |
Performance
| Perf Week | 4.76% |
|---|---|
| Perf Month | 7.17% |
| Perf Quarter | 16.44% |
| Perf Half Y | 20.54% |
| Perf YTD | 23.57% |
| Perf Year | 34.11% |
| Perf 3Y | 167.29% |
| Perf 5Y | 190.86% |
| Perf 10Y | 113.83% |
| Recom | 1.40 |
| Target Price | 30.25 |
| Prev Close | 27.38 |
| Price | 27.05 |
| Change % | -1.21% |
Analyst ratings
latest 6 of 6| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Sep 22, 2026 | Initiated | RRBC Capital Mkts | Outperform | $30 | +10.9% |
| Apr 17, 2026 | Initiated | RB. Riley Securities | Buy | $31 | +14.6% |
| Jan 16, 2026 | Initiated | RRaymond James | Mkt Perform | ||
| Jul 21, 2025 | Initiated | RB. Riley Securities | Buy | $33 | +22.0% |
| Jun 26, 2025 | Initiated | OOppenheimer | Outperform | $25 | -7.6% |
| Apr 15, 2025 | Initiated | JJefferies | Hold | $17 | -37.2% |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| HG | Hamilton Insurance Group Ltd | 3.79B |
| RNR | RenaissanceRe Holdings Ltd | 14.30B |
| EG | Everest Group Ltd | 15.70B |
| AXS | Axis Capital Holdings Ltd | 7.78B |
| GLRE | Greenlight Capital Re Ltd | 528.74M |
| ACGL | Arch Capital Group Ltd | 35.54B |
| SKWD | Skyward Specialty Insurance Group Inc | 2.80B |
| MKL | Markel Group Inc | 24.13B |
| RLI | RLI Corp | 6.30B |
| KNSL | Kinsale Capital Group Inc | 8.84B |
Insider trading
1 filings| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| The Clare Spark Loeb & Barbara | Affiliate | Dec 12 '25 | Proposed Sale | 22.28 | 37,311 | 831,289 | Dec 12 09:19 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 |
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 687.42B |
| DFSV | US Small Cap Value Portfolio ETF Class Shares | AUM: 8.52B |
| VB | Vanguard Morningstar Small-Cap ETF | AUM: 79.59B |
| IWM | iShares Russell 2000 Index Fund | AUM: 77.38B |
| DFAT | U.S. Targeted Value Portfolio-ETF Class Shares | AUM: 14.47B |
| VBR | Vanguard Morningstar Small-Cap Value ETF | AUM: 37.76B |
| VXF | Vanguard Extended Market Index ETF | AUM: 30.47B |
| SPSM | State Street SPDR Portfolio S&P 600TM Small Cap ETF | AUM: 16.06B |
News
latest 14 of 200- SiriusPoint Crushes Estimates And Moves To Close Its Run-Off Book, But Flat GAAP Earnings And Lagging Net Premiums Show The Beat Is Less Clean Than It Looks (Earnings Whispers)
- SiriusPoint: Q3 Earnings Snapshot (Associated Press)
- SiriusPoint Reports Third Quarter 2026 Results and Announces LPT on Remaining Run-Off Reserves (GlobeNewswire)
- SiriusPoint Appoints John Sauerland to Board of Directors (GlobeNewswire)
- SiriusPoint Needs Its Promised Premium Catch-Up To Offset Slowing Growth And Softer Pricing (Earnings Whispers)
- SiriusPoint Announces Date for Third Quarter 2026 Earnings Release (GlobeNewswire)
- SiriusPoint Appoints Rachel Winoski as Chief Human Resources Officer (GlobeNewswire)
- SiriusPoint Ltd (SPNT) (Q2 2026) Earnings Call Highlights: Strong Underwriting Profitability ... (GuruFocus.com) -8.33%
- SiriusPoint: Q2 Earnings Snapshot (Associated Press)
- SiriusPoint Reports Second Quarter 2026 Net Income of $69m, Return on Equity of 12.0% and Operating Return on Equity of 13.8% (GlobeNewswire)
- SiriusPoint Announces Date for Second Quarter 2026 Earnings Release (GlobeNewswire)
- SiriusPoint Appoints Emily Yoo as Chief Operating Officer (GlobeNewswire)
- SiriusPoint Launches Fine Art & Specie Offering with Appointment of Mark Aspinall (GlobeNewswire)
- SiriusPoint Strengthens London Market Specialty Division with Launch of Crisis Solutions Platform and Senior Appointments (GlobeNewswire)
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| 2026Q3 | 2026-11-05 | 0.880 | 0.638 | 0.740 | 994.9 | 740.99 | 6 |
| 2026Q2 | 2026-07-29 | 0.670 | 0.646 | 0.576 | 978.2 | 798.95 | 5 |
| 2026Q1 | 2026-05-07 | 0.700 | 0.683 | 0.818 | 1,003 | 857.58 | 5 |
| 2025Q4 | 2026-02-18 | 0.700 | 0.584 | 1.969 | 898.3 | 705.51 | 4 |
| 2025Q3 | 2025-10-30 | 0.720 | 0.507 | 0.730 | 874.4 | 564 | 2 |
| 2025Q2 | 2025-08-04 | 0.660 | 0.567 | 0.498 | 948.2 | 780.5 | 3 |
| 2025Q1 | 2025-05-05 | 0.490 | 0.232 | 0.485 | 984.7 | 980 | 2 |
| 2024Q4 | 2025-02-18 | 0.272 | 0.404 | -0.132 | 759.5 | - | 1 |
| 2024Q3 | 2024-10-31 | 0.030 | 0.053 | 0.026 | 714 | - | 1 |
| 2024Q2 | 2024-08-01 | 0.570 | 0.402 | 0.575 | 864.5 | - | 1 |
| 2024Q1 | 2024-04-30 | 0.490 | 0.350 | 0.486 | 906.6 | - | 1 |
| 2023Q4 | 2024-02-20 | 0.500 | 0.277 | 0.539 | 715.6 | - | 1 |
| 2023Q3 | 2023-11-08 | 0.320 | 0.204 | 0.341 | 758.8 | - | 1 |
| 2023Q2 | 2023-08-02 | 0.370 | 0.102 | 0.369 | 887.1 | - | 1 |
| 2023Q1 | 2023-05-03 | 0.780 | 0.298 | 0.781 | 1,111 | - | 1 |
| 2022Q4 | 2023-02-23 | -0.170 | 0.473 | -0.166 | 743.7 | - | 1 |
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| 2017FY | 2.640 | 2.712 | 2.638 | 641.62 | 553.6 |
| 2018FY | -3.270 | -3.152 | -3.273 | 578.25 | 401.27 |
| 2019FY | 2.160 | 2.206 | 2.158 | 631.85 | - |
| 2020FY | 1.530 | 2.101 | 1.532 | 588.04 | - |
| 2021FY | 0.270 | 1.197 | 0.274 | 2,237 | - |
| 2022FY | -2.510 | -1.874 | -2.514 | 3,410 | - |
| 2023FY | 1.850 | 1.752 | 1.998 | 3,427 | - |
| 2024FY | 1.746 | 1.599 | 1.040 | 3,245 | - |
| 2025FY | 2.550 | 2.463 | 3.640 | 3,706 | 3,053 |
| 2026FY | - | 2.791 | - | - | 3,014 |
| 2027FY | - | 2.763 | - | - | 3,136 |
| 2028FY | - | 2.984 | - | - | 3,024 |
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| 2026Q4 | S | 2026-11-10 | 4 | 1 | 2 | 715.09 | 637 | 877 |
| 2026Q4 | S | 2026-11-08 | 4 | 1 | 2 | 718.77 | 637 | 877 |
| 2026Q4 | S | 2026-11-06 | 5 | 1 | 2 | 762.97 | 637 | 939.8 |
| 2026Q4 | S | 2026-10-14 | 5 | 1 | 1 | 755.73 | 677.56 | 939.8 |
| 2026Q4 | S | 2026-10-13 | 5 | 1 | 3 | 755.73 | 677.56 | 939.8 |
| 2026Q4 | S | 2026-10-09 | 5 | 1 | 4 | 755.73 | 677.56 | 939.8 |
| 2026Q4 | S | 2026-10-05 | 5 | 0 | 4 | 753.81 | 677.56 | 939.8 |
| 2026Q4 | S | 2026-10-02 | 5 | 0 | 4 | 753.81 | 677.56 | 939.8 |
| 2026Q4 | S | 2026-09-21 | 5 | 0 | 4 | 755.37 | 678 | 939.8 |
| 2026Q4 | S | 2026-08-04 | 4 | 0 | 4 | 774.71 | 681 | 939.8 |
| 2026Q4 | S | 2026-08-03 | 4 | 1 | 3 | 800.63 | 681 | 939.8 |
| 2026Q4 | S | 2026-07-31 | 4 | 0 | 4 | 774.71 | 681 | 939.8 |
| 2026Q4 | S | 2026-07-30 | 4 | 0 | 3 | 781.63 | 681 | 958.1 |
| 2026Q4 | S | 2026-07-29 | 4 | 0 | 2 | 785.63 | 685.33 | 958.1 |
Estimate history
| EPS, annual | 2.638 | -3.273 | 2.158 | 1.532 | 0.274 | -2.514 | 1.998 | 1.04 | 3.644 | 4.103 |
|---|---|---|---|---|---|---|---|---|---|---|
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| EPS, quarterly | 0.026 | -0.132 | 0.485 | 0.498 | 0.73 | 1.969 | 0.818 | 0.576 | 0.74 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Sales, annual | 925.218 | 368.959 | 966.083 | 868.9 | 2180.7 | 2105.6 | 2737.3 | 2603.8 | 3205.1 | 3360 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| Sales, quarterly | 562.2 | 612.8 | 727.3 | 748.2 | 755.9 | 973.7 | 774.6 | 744.1 | 867.6 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Shares, annual | 103.282 | 93.64 | 94.225 | 95.583 | 161.93 | 162.178 | 168.12 | 116.429 | 116.99 | 115.032 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | MRQ |
| Shares, quarterly | 161.867 | 116.429 | 116.021 | 116.76 | 116.807 | 116.99 | 115.937 | 116.066 | 115.032 | |
| 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 | 3,360.00 | 3,205.10 | 2,603.80 | 2,737.30 | 2,105.60 | 2,180.70 | 868.90 | 966.08 | 368.96 |
| Losses, Claims & Reserves | 1,509.20 | 1,519.50 | 1,368.50 | 1,381.30 | 1,588.40 | 1,326.50 | 465.30 | 403.50 | 438.41 |
| Selling, General and Administrative Incl. Other | 1,176.70 | 1,039.40 | 942.60 | 938.30 | 967.30 | 819.10 | 238.30 | 349.39 | 242.74 |
| Operating Income before Interest Expense | 674.10 | 646.20 | 292.70 | 417.70 | -450.10 | 35.10 | 165.30 | 213.19 | -312.19 |
| Interest Expense | 73.40 | 79.70 | 69.60 | 64.10 | 38.60 | 34.00 | 8.20 | 8.23 | 8.23 |
| Unusual Expense | - | - | - | - | - | - | 0.00 | - | - |
| Net Income Before Taxes | 589.70 | 541.30 | 233.10 | 318.70 | -422.70 | 45.10 | 151.90 | 201.33 | -321.48 |
| Income Taxes | 87.80 | 81.20 | 30.70 | -45.00 | -36.70 | -10.70 | 8.10 | 0.71 | -4.01 |
| Consolidated Net Income | 501.90 | 460.10 | 202.40 | 363.70 | -386.00 | 52.40 | 142.70 | 199.98 | -317.47 |
| Net Income From Continuing Operations | 501.60 | 459.60 | 199.90 | 354.80 | -386.80 | 54.70 | 142.40 | 199.98 | -317.69 |
| Net Income | 494.70 | 443.30 | 176.20 | 338.80 | -402.80 | 41.20 | 142.40 | 199.98 | -317.69 |
| EPS (Recurring) | 4.22 | 3.64 | 1.04 | 2.00 | -2.51 | 0.27 | 1.53 | 2.16 | -3.27 |
| EPS (Basic, Before Extraordinaries) | 4.25 | 3.80 | 1.06 | 2.07 | -2.51 | 0.28 | 1.54 | 2.18 | -3.27 |
| EPS (Diluted) | 4.10 | 3.64 | 1.04 | 2.00 | -2.51 | 0.27 | 1.53 | 2.16 | -3.27 |
| Non-Operating Income (Expense) | -11.00 | -25.20 | 10.00 | -34.90 | 66.00 | 44.00 | -5.20 | -3.63 | -1.06 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -1.10 | 0.00 | 0.00 |
| Stock Option Compensation Expense | - | 28.36 | 18.30 | 21.40 | 26.80 | 22.60 | 6.60 | 7.06 | 4.96 |
| Price To Earnings Ratio | 6.67 | 6.67 | 9.68 | 8.52 | - | 15.10 | 6.28 | 4.82 | - |
| Price To Sales Ratio | 0.85 | 0.83 | 1.07 | 0.72 | 0.45 | 0.56 | 1.02 | 1.01 | 2.54 |
| Operating Margin | 20.06 | 20.16 | 11.24 | 15.26 | -21.38 | 1.61 | 19.02 | 22.07 | -84.61 |
| Net Margin | 14.72 | 13.83 | 6.77 | 12.38 | -19.13 | 1.89 | 16.39 | 20.70 | -86.10 |
| Shares Outstanding | 115.03 | 116.99 | 116.43 | 168.12 | 162.18 | 161.93 | 95.58 | 94.23 | 93.64 |
| Market Capitalization | 3,149.58 | 3,149.58 | 2,653.00 | 1,943.93 | 956.80 | 1,316.54 | 909.44 | 991.20 | 907.80 |
| Operating Income after Interest Expense | - | 566.50 | 223.10 | 353.60 | -488.70 | 1.10 | 157.10 | 204.97 | -320.42 |
| 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 | 867.60 | 744.10 | 774.60 | 973.70 | 755.90 | 748.20 | 727.30 | 612.80 |
| Losses, Claims & Reserves | 415.90 | 358.20 | 362.90 | 372.20 | 372.90 | 372.60 | 401.80 | 369.10 |
| Selling, General and Administrative Incl. Other | 326.40 | 284.70 | 272.10 | 293.50 | 248.70 | 262.90 | 234.30 | 249.60 |
| Operating Income before Interest Expense | 125.30 | 101.20 | 139.60 | 308.00 | 134.30 | 112.70 | 91.20 | -5.90 |
| Interest Expense | 18.40 | 18.70 | 16.80 | 19.50 | 21.00 | 21.10 | 18.10 | 19.60 |
| Operating Income after Interest Expense | 106.90 | 82.50 | 122.80 | 288.50 | 113.30 | 91.60 | 73.10 | -25.50 |
| Net Income Before Taxes | 103.70 | 84.30 | 121.50 | 280.20 | 110.90 | 74.90 | 75.30 | -12.60 |
| Income Taxes | 16.70 | 15.80 | 19.20 | 36.10 | 20.20 | 11.60 | 13.30 | 4.40 |
| Consolidated Net Income | 87.00 | 68.50 | 102.30 | 244.10 | 90.70 | 63.30 | 62.00 | -17.00 |
| Net Income From Continuing Operations | 86.80 | 68.60 | 102.20 | 244.00 | 90.80 | 63.20 | 61.60 | -17.30 |
| Net Income | 86.70 | 68.60 | 99.50 | 239.90 | 86.70 | 59.10 | 57.50 | -21.30 |
| EPS (Recurring) | 0.74 | 0.58 | 0.82 | 1.97 | 0.73 | 0.50 | 0.49 | -0.13 |
| EPS (Basic, Before Extraordinaries) | 0.75 | 0.59 | 0.85 | 2.05 | 0.74 | 0.51 | 0.50 | -0.13 |
| EPS (Diluted) | 0.74 | 0.58 | 0.82 | 1.97 | 0.73 | 0.50 | 0.48 | -0.13 |
| Non-Operating Income (Expense) | -3.20 | 1.80 | -1.30 | -8.30 | -2.40 | -16.70 | 2.20 | 12.90 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | - | - | 10.30 | 12.96 | 9.16 | 0.30 | 7.60 | - |
| Price To Earnings Ratio | 6.59 | 5.98 | 5.85 | 13.85 | 20.14 | 20.50 | 17.29 | 9.68 |
| Price To Sales Ratio | 0.85 | 0.88 | 0.81 | 0.83 | 0.76 | 0.91 | 0.77 | 1.02 |
| Operating Margin | 14.44 | 13.60 | 18.02 | 31.63 | 17.77 | 15.06 | 12.54 | -0.96 |
| Net Margin | 9.99 | 9.22 | 12.85 | 24.64 | 11.47 | 7.90 | 7.91 | -3.48 |
| Shares Outstanding | 115.03 | 116.07 | 115.94 | 116.99 | 116.81 | 116.76 | 116.02 | 116.43 |
| Market Capitalization | 3,111.62 | 2,821.01 | 2,519.96 | 2,557.08 | 2,112.19 | 2,377.25 | 2,805.01 | 2,653.00 |
Balance sheet, annual
| Metric | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY | 2017FY |
|---|---|---|---|---|---|---|---|---|---|
| Total Cash | 902.40 | 894.60 | 1,101.30 | 913.70 | 1,948.40 | 1,713.90 | 1,653.96 | 713.34 | 549.33 |
| Investments | 5,287.20 | 5,505.50 | 5,769.10 | 5,653.70 | 4,529.90 | 1,160.90 | 989.70 | 239.72 | 2,995.94 |
| Premium Balance Receivables - Insurance | 2,267.80 | 2,065.60 | 1,971.90 | 1,881.80 | 1,724.10 | 536.80 | 0.00 | 603.86 | 781.10 |
| Net Property, Plant & Equipment | 20.70 | 22.80 | 25.60 | 25.90 | 27.40 | 0.00 | 0.00 | 0.00 | 0.00 |
| Investment in Unconsolidated Affiliates | 315.10 | 200.00 | 308.50 | 0.00 | 0.00 | 0.00 | 0.00 | 1,284.00 | 0.00 |
| Deferred Tax Assets | 267.70 | 297.00 | 293.60 | 200.30 | 182.00 | 0.40 | - | - | - |
| Other Intangible Assets | 919.00 | 760.20 | 657.20 | 635.90 | 748.40 | 88.30 | 177.45 | 225.73 | 345.42 |
| Total Assets | 9,979.90 | 9,745.70 | 10,127.20 | 9,311.30 | 9,160.20 | 3,500.30 | 2,821.11 | 3,066.65 | 4,671.79 |
| Insurance Policy Liabilities - Insurance | 5,048.20 | 4,513.90 | 4,491.10 | 5,064.80 | 4,581.70 | 1,560.00 | 1,017.88 | 1,520.09 | 1,369.40 |
| Total Debt | 713.20 | 1,146.60 | 814.60 | 826.30 | 849.20 | 115.10 | 114.09 | 113.91 | 143.35 |
| Long Term Debt | 707.10 | 657.60 | 807.90 | 808.30 | 849.20 | 115.10 | 114.09 | 113.91 | 113.73 |
| 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 | 73.00 | 76.20 | 68.70 | 59.80 | 95.40 | - | - | - | - |
| Other Liabilities | 1,674.60 | 2,070.20 | 2,222.20 | 1,277.80 | 1,130.60 | 259.90 | 275.07 | 228.08 | 1,389.33 |
| Total Liabilities | 7,509.00 | 7,806.90 | 7,596.60 | 7,228.70 | 6,656.90 | 1,935.00 | 1,407.04 | 1,862.08 | 2,902.08 |
| 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 | 200.00 | 200.00 | 200.00 | 200.00 | 200.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Common Equity | 2,269.80 | 1,737.40 | 2,313.90 | 1,874.70 | 2,303.70 | 1,563.90 | 1,414.07 | 1,204.57 | 1,656.09 |
| Total Shareholders Equity | 2,469.80 | 1,937.40 | 2,513.90 | 2,074.70 | 2,503.70 | 1,563.90 | 1,414.07 | 1,204.57 | 1,656.09 |
| Accumulated Minority Interest | 1.10 | 1.40 | 16.70 | 7.90 | -0.40 | 1.40 | 0.00 | 0.00 | 113.63 |
| Total Equity | 2,470.90 | 1,938.80 | 2,530.60 | 2,082.60 | 2,503.30 | 1,565.30 | 1,414.07 | 1,204.57 | 1,769.71 |
| Total Liabilities & Stockholders Equity | 9,979.90 | 9,745.70 | 10,127.20 | 9,311.30 | 9,160.20 | 3,500.30 | 2,821.11 | 3,066.65 | 4,671.79 |
| Book Value Per Share | 19.40 | 14.92 | 13.76 | 11.56 | 14.23 | 16.36 | 15.01 | 12.86 | 16.03 |
| Tangible Book Value Per Share | 18.37 | 13.71 | 12.86 | 10.55 | 13.16 | 16.36 | 15.01 | 12.86 | 16.03 |
| Full-Time Employees | 1,099 | 1,072 | 1,063 | 1,185 | 1,032 | 43 | 35 | 31 | 25 |
| Price to Book Ratio | 1.41 | 1.06 | 0.93 | 0.51 | 0.57 | 0.58 | 0.70 | 0.75 | 0.94 |
| Return on Assets | 4.66 | 2.01 | 3.65 | -4.19 | 0.89 | 4.51 | 6.79 | -8.21 | 6.48 |
| Return on Equity | 20.86 | 8.98 | 15.46 | -16.90 | 2.69 | 9.56 | 15.27 | -22.21 | 18.10 |
| Return on Invested Capital | 14.47 | 7.70 | 10.68 | -13.42 | 1.63 | 8.48 | 13.09 | -24.10 | 15.70 |
| Current Ratio | 0.67 | 0.63 | 0.76 | 0.84 | 1.16 | 1.68 | 1.39 | 1.31 | 0.68 |
Cash flow, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 253.40 | 296.00 | 232.50 | 419.10 | 52.20 | -214.90 | -104.80 | -36.40 | -73.24 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 2.80 | -199.90 | -167.60 | 162.20 | 234.00 | 216.00 | 178.10 | 177.45 | 86.56 |
| Cash from Operating Activities | 256.20 | 96.10 | 64.90 | 581.30 | 286.20 | 1.10 | 73.30 | 141.04 | 13.31 |
| Capital Expenditures | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Assets From Acquisitions | -76.70 | -0.80 | -0.30 | 0.00 | 0.00 | 631.90 | 0.00 | 0.00 | -97.95 |
| Sale of Fixed Assets and Businesses | 224.90 | 224.90 | 0.00 | 0.80 | 0.80 | 20.70 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | -317.10 | 208.10 | 337.40 | -337.70 | -1,308.80 | -521.70 | 102.10 | 785.45 | -90.71 |
| Purchase of Investments | -2,425.50 | -2,400.30 | -2,732.40 | -4,966.10 | -6,161.30 | -3,419.30 | -446.90 | -420.76 | -4,366.73 |
| Sale Or Maturity of Investments | 2,108.40 | 2,608.40 | 3,069.80 | 4,628.40 | 4,852.50 | 2,897.60 | 549.00 | 1,206.21 | 4,276.02 |
| Other Uses | -8.80 | -8.80 | 0.00 | 0.00 | 0.00 | 0.00 | -95.00 | 0.00 | 0.00 |
| Other Sources | 33.70 | 0.00 | 6.20 | 5.50 | 4.50 | 77.90 | 0.00 | 1.41 | 468.27 |
| Cash from Investing Activities | -144.00 | 423.40 | 343.30 | -331.40 | -1,303.50 | 208.80 | 7.10 | 786.86 | 279.61 |
| Cash Dividends Paid | -6.60 | -16.00 | -16.00 | -16.00 | -16.00 | -12.20 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | -300.50 | -489.90 | -281.30 | 27.80 | -5.00 | 50.80 | 0.00 | 1.89 | -138.71 |
| Repurchase of Common Pref Stock | -300.60 | -490.80 | -299.70 | 0.00 | -5.00 | 0.00 | 0.00 | 0.00 | -138.71 |
| Sale of Common Pref Stock | 0.10 | 0.90 | 18.40 | 27.80 | 0.00 | 50.80 | 0.00 | 1.89 | 0.00 |
| Proceedsfrom Stock Options | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 50.80 | 0.00 | 1.89 | 0.00 |
| Issuance or Reduction of Debt, Net | 0.00 | 0.00 | -517.90 | -18.00 | 17.60 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Long Term Debt | 0.00 | 0.00 | -517.90 | 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 | 0.00 | 0.00 | 0.00 |
| Reduction of Long Term Debt | 0.00 | 0.00 | -517.90 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Financing Active Other Cash Flow | 15.30 | -5.80 | 200.30 | -56.10 | -14.00 | -14.00 | -20.50 | 10.83 | 9.79 |
| Other Financing Activities Uses | 3.90 | -5.80 | -99.20 | -56.10 | -14.00 | -14.00 | -20.50 | 0.00 | 0.00 |
| Cash from Financing Activities | -291.80 | -511.70 | -614.90 | -62.30 | -17.40 | 24.60 | -20.50 | 12.72 | -128.91 |
| Net Change in Cash | -179.60 | 7.80 | -206.70 | 187.60 | -1,034.70 | 234.50 | 59.90 | 940.62 | 164.00 |
| Free Cash Flow | 256.20 | 96.10 | 64.90 | 581.30 | 286.20 | 1.10 | 73.30 | 141.04 | 13.31 |
| Preferred Dividends (Cash Flow) | - | -16.00 | -16.00 | -16.00 | -16.00 | -12.20 | 0.00 | 0.00 | 0.00 |
| Price to Free Cash Flow | 11.38 | 33.24 | 56.80 | 3.48 | 3.50 | - | 12.07 | 6.91 | 70.28 |
Balance sheet, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Total Cash | 561.70 | 745.90 | 1,010.70 | 902.40 | 717.70 | 923.20 |
| Investments | 5,437.20 | 5,229.20 | 5,011.40 | 5,287.20 | 5,268.90 | 4,893.70 |
| Net Property, Plant & Equipment | 21.00 | 22.30 | 20.00 | 20.70 | 23.30 | 24.60 |
| Investment in Unconsolidated Affiliates | 276.50 | 285.80 | 295.40 | 315.10 | 318.30 | 320.10 |
| Deferred Tax Assets | 280.50 | 267.40 | 256.70 | 267.70 | 282.20 | 297.10 |
| Other Intangible Assets | 864.40 | 839.70 | 834.40 | 919.00 | 898.40 | 850.80 |
| Total Assets | 10,006.70 | 10,029.60 | 9,889.50 | 9,979.90 | 9,810.20 | 9,607.80 |
| Insurance Policy Liabilities - Insurance | 5,251.70 | 5,247.90 | 5,130.40 | 5,048.20 | 5,029.60 | 4,923.50 |
| Total Debt | 692.10 | 700.90 | 702.90 | 713.20 | 709.50 | 706.40 |
| Long Term Debt | 690.40 | 697.40 | 697.80 | 707.10 | 708.10 | 703.50 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Liabilities | 67.80 | 73.10 | 73.40 | 73.00 | 78.50 | 89.60 |
| Other Liabilities | 1,765.70 | 1,731.00 | 1,679.40 | 1,674.60 | 1,781.60 | 1,781.50 |
| Total Liabilities | 7,777.30 | 7,752.90 | 7,586.10 | 7,509.00 | 7,599.20 | 7,501.00 |
| 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 | 200.00 | 200.00 | 200.00 |
| Common Equity | 2,228.30 | 2,275.90 | 2,302.40 | 2,269.80 | 2,009.90 | 1,905.70 |
| Total Shareholders Equity | 2,228.30 | 2,275.90 | 2,302.40 | 2,469.80 | 2,209.90 | 2,105.70 |
| Accumulated Minority Interest | 1.10 | 0.80 | 1.00 | 1.10 | 1.10 | 1.10 |
| Total Equity | 2,229.40 | 2,276.70 | 2,303.40 | 2,470.90 | 2,211.00 | 2,106.80 |
| Total Liabilities & Stockholders Equity | 10,006.70 | 10,029.60 | 9,889.50 | 9,979.90 | 9,810.20 | 9,607.80 |
| Book Value Per Share | 19.37 | 19.61 | 19.86 | 19.40 | 17.21 | 16.32 |
| Tangible Book Value Per Share | 17.59 | 18.26 | 18.49 | 18.37 | 16.15 | 15.16 |
| Full-Time Employees | - | - | - | 1,099 | - | - |
| Price to Book Ratio | 1.40 | 1.21 | 1.11 | 1.27 | 1.11 | 1.30 |
| Return on Assets | 5.06 | 5.15 | 5.18 | 4.66 | 2.00 | 1.18 |
| Return on Equity | 22.60 | 23.08 | 23.12 | 20.86 | 8.09 | 4.82 |
| Return on Invested Capital | 2.97 | 2.31 | 3.41 | 7.68 | 3.11 | 2.25 |
| Current Ratio | 0.63 | 0.70 | 0.73 | 0.67 | 0.68 | 0.74 |
Cash flow, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Funds from Operations | 91.80 | 32.50 | 81.00 | 48.10 | 96.50 | 71.30 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 78.00 | -59.70 | 60.70 | -76.20 | 58.60 | -13.10 |
| Cash from Operating Activities | 169.80 | -27.20 | 141.70 | -28.10 | 155.10 | 58.20 |
| Capital Expenditures | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Assets From Acquisitions | -46.90 | -0.10 | -29.60 | -0.10 | 0.10 | -0.50 |
| Sale of Fixed Assets and Businesses | 0.00 | 0.00 | 0.00 | 224.90 | 0.00 | 0.00 |
| Purchase or Sale of Investments | -335.30 | -218.80 | 253.10 | -16.10 | -347.60 | -58.10 |
| Purchase of Investments | -887.50 | -710.30 | -291.00 | -536.70 | -953.50 | -387.30 |
| Sale Or Maturity of Investments | 552.20 | 491.50 | 544.10 | 520.60 | 605.90 | 329.20 |
| Other Uses | 7.30 | 27.40 | -34.70 | -8.80 | 6.00 | 13.00 |
| Other Sources | 44.40 | 0.00 | 0.00 | -10.70 | 10.70 | 0.00 |
| Cash from Investing Activities | -330.50 | -191.50 | 188.80 | 189.20 | -330.80 | -45.60 |
| Cash Dividends Paid | 0.00 | 1.30 | -3.90 | -4.00 | -4.00 | -4.00 |
| Preferred Dividends (Cash Flow) | 0.00 | 1.30 | -3.90 | -4.00 | -4.00 | -4.00 |
| Change in Capital Stock | -27.30 | -51.40 | -221.90 | 0.10 | 0.20 | 0.60 |
| Repurchase of Common Pref Stock | -27.30 | -51.40 | -221.90 | 0.00 | 0.00 | 0.00 |
| Sale of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.10 | 0.20 | 0.60 |
| 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 | 3.80 | 4.00 | 3.60 | 3.90 | -2.40 | -11.20 |
| Other Financing Activities Uses | 0.00 | 0.00 | 0.00 | 3.90 | -2.40 | -7.30 |
| Cash from Financing Activities | -23.50 | -46.10 | -222.20 | 0.00 | -6.20 | -14.60 |
| Net Change in Cash | -184.20 | -264.80 | 108.30 | 161.10 | -181.90 | -2.00 |
| Free Cash Flow | 169.80 | -27.20 | 141.70 | -28.10 | 155.10 | 58.20 |
| Price to Free Cash Flow | 11.38 | 12.37 | 8.43 | 33.30 | - | - |
Revenue breakdown
| Bermuda, the Caribbean and Latin America | 2024: 416.00M 2025: 335.50M |
|---|---|
| Underwriting Location, United Kingdom and Europe | 2024: 891.00M 2025: 1.10B |
| United States and Canada | 2024: 1.05B 2025: 1.34B |
| Consolidation, Policy | 2024: 11.20M 2025: -4.80M |
| Insurance and Services | 2024: 1.24B 2025: 1.65B |
| Reinsurance | 2024: 1.10B 2025: 1.13B |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 5.24% | 5.3M | 100.6M | 796.84K |
| 2026-10-15 | 5.49% | 5.6M | 101.6M | 804.83K |
| 2026-09-30 | 5.26% | 5.3M | 101.6M | 797.78K |
| 2026-09-15 | 5.52% | 5.4M | 97.5M | 743.00K |
| 2026-08-31 | 5.03% | 5.1M | 101.6M | 740.16K |
| 2026-08-14 | 5.03% | 5.1M | 101.6M | 787.59K |
| 2026-07-31 | 4.55% | 4.6M | 101.7M | 807.57K |
| 2026-07-15 | 4.07% | 4.2M | 102.9M | 788.50K |
| 2026-06-30 | 4.13% | 4.3M | 102.9M | 793.87K |
| 2026-06-15 | 3.46% | 3.6M | 102.9M | 721.57K |
| 2026-05-29 | 3.08% | 3.2M | 102.9M | 714.32K |
| 2026-05-15 | 2.99% | 3.1M | 102.9M | 697.56K |
| 2026-04-30 | 2.64% | 2.7M | 102.9M | 685.62K |
| 2026-04-15 | 2.79% | 2.9M | 102.4M | 659.81K |
| 2026-03-31 | 2.56% | 2.7M | 103.6M | 644.75K |
| 2026-03-13 | 2.30% | 2.4M | 103.6M | 677.96K |
| 2026-02-27 | 2.10% | 2.2M | 103.6M | 668.87K |
| 2026-02-13 | 2.17% | 2.2M | 103.6M | 652.52K |
| 2026-01-30 | 1.71% | 1.8M | 103.4M | 637.84K |
| 2026-01-15 | 1.67% | 1.7M | 103.4M | 638.16K |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 12.50 | 13.50 | 16.00 | 0.00 | 5.418 | 0.00 | 0.00 | 0.931 | -0.139 | 0.006 |
| call | 15.00 | 11.00 | 13.60 | 0.00 | 4.517 | 0.00 | 0.00 | 0.913 | -0.133 | 0.007 |
| call | 17.50 | 9.00 | 10.50 | 0.00 | 2.982 | 0.00 | 0.00 | 0.890 | -0.125 | 0.008 |
| call | 20.00 | 6.50 | 8.00 | 6.20 | 2.310 | 8.00 | 0.00 | 0.860 | -0.115 | 0.009 |
| call | 22.50 | 4.20 | 4.80 | 4.29 | 1.000 | 30.00 | 11.00 | 0.813 | -0.101 | 0.011 |
| call | 25.00 | 0.85 | 3.60 | 2.22 | 1.500 | 2.00 | 1.00 | 0.710 | -0.092 | 0.014 |
| call | 30.00 | 0.00 | 0.75 | 0.10 | 0.664 | 4.00 | 0.00 | 0.174 | -0.041 | 0.011 |
| call | 35.00 | 0.00 | 0.75 | 0.00 | 1.236 | 0.00 | 0.00 | 0.108 | -0.055 | 0.008 |
| put | 12.50 | 0.00 | 0.75 | 0.00 | 4.341 | 0.00 | 0.00 | -0.069 | -0.137 | 0.006 |
| put | 15.00 | 0.00 | 0.75 | 0.00 | 3.490 | 0.00 | 0.00 | -0.087 | -0.131 | 0.007 |
| put | 17.50 | 0.00 | 0.75 | 0.00 | 2.769 | 0.00 | 0.00 | -0.110 | -0.123 | 0.008 |
| put | 20.00 | 0.00 | 0.75 | 0.00 | 2.134 | 0.00 | 0.00 | -0.140 | -0.113 | 0.009 |
| put | 22.50 | 0.00 | 0.75 | 0.10 | 1.549 | 1.00 | 0.00 | -0.187 | -0.098 | 0.011 |
| put | 25.00 | 0.00 | 0.85 | 0.60 | 1.049 | 4.00 | 0.00 | -0.290 | -0.089 | 0.014 |
| put | 30.00 | 2.20 | 3.40 | 0.00 | 0.861 | 0.00 | 0.00 | -0.826 | -0.038 | 0.011 |
| put | 35.00 | 7.10 | 8.50 | 0.00 | 1.595 | 0.00 | 0.00 | -0.892 | -0.051 | 0.008 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-05 | 8-K | Current report | 2026-11-05 | SEC |
| 2026-11-05 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-11-03 | 8-K | Current report | 2026-11-03 | SEC |
| 2026-09-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-31 | SEC |
| 2026-08-11 | SCHEDULE 13G | SEC | ||
| 2026-07-29 | 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 |
| 2026-06-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-31 | SEC |
| 2026-05-29 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-29 | SEC |
| 2026-05-29 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-29 | SEC |
| 2026-05-29 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-29 | SEC |
| 2026-05-29 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-29 | SEC |
| 2026-05-29 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-29 | SEC |
| 2026-05-29 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-29 | SEC |
| 2026-05-29 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-29 | SEC |
| 2026-05-27 | S-8 | Initial registration statement for securities to be offered to employees pursuant to employee benefit plans | SEC | |
| 2026-05-21 | 8-K | Current report | 2026-05-21 | SEC |
| 2026-05-14 | SCHEDULE 13G/A | SEC | ||
| 2026-05-14 | SCHEDULE 13G | SEC | ||
| 2026-05-13 | 4 | Statement of changes in beneficial ownership of securities | 2026-05-11 | SEC |
| 2026-05-07 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-03-31 | SEC |
| 2026-05-07 | 8-K | Current report | 2026-05-07 | SEC |
| 2026-05-04 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-30 | SEC |
| 2026-05-04 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-30 | SEC |
| 2026-05-04 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-30 | SEC |
| 2026-05-04 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-30 | SEC |
| 2026-05-04 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-30 | SEC |
| 2026-05-04 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-30 | SEC |
| 2026-05-04 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-30 | SEC |
| 2026-04-30 | 4 | Statement of changes in beneficial ownership of securities | 2026-04-28 | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 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 | 0 | 0 |
| 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. | 9.64% |
| DIMENSIONAL FUND ADVISORS LP | 6.56% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.60% |
| DONALD SMITH & CO., INC. | 5.24% |
| AMERICAN CENTURY COMPANIES INC | 4.74% |
| STATE STREET CORP | 4.14% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.03% |
| Capital World Investors | 3.07% |
| WELLINGTON MANAGEMENT GROUP LLP | 2.84% |
| VICTORY CAPITAL MANAGEMENT INC | 2.61% |
Funds
| Fund | % owned |
|---|---|
| High Yield Bond Series | 10.81% |
| Allspring Ultra Short-Term Income Fund | 5.53% |
| Man Active Income ETF | 5.17% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | 4.50% |
| SMALLCAP World Fund Inc | 4.11% |
| iShares 1-5 Year Investment Grade Corporate Bond ETF | 3.82% |
| Avantis U.S. Small Cap Value ETF | 3.64% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 3.49% |
| iShares iBonds Dec 2029 Term Corporate ETF | 3.27% |
| Core Bond Series | 2.91% |
OakChart. SPNT. Cached 15 minutes.