W.R. Berkley Corp
WRBFinancial·Insurance - Property & Casualty·USA·Large·NYSE·Nov 11 • 3:59 PM ET
76.67-0.16 (-0.21%)
2026-11-11 23:51 CET
Market cap
28,543.57 USD m
Revenue, TTM
14,866.68 USD m
Net income, TTM
1,862.99 USD m
Free cash flow, TTM
3,351.72 USD m
EPS diluted, TTM
4.73
P/E
16.23
Price
WRB against its 20, 50 and 200-day averages2050200beatmiss
3.3% under the 52-week high of 79.26 on 5 Nov 2026. 52-week low 62.40 on 1 Jun 2026. Last 15 sessions, 11.1% high to low
Volume 0.55× normal · the line is the 50-bar volume average
Profile
WRB52-week range, 85% of the way up
62.4079.26
W.R. Berkley Corp. is an insurance holding company, which engages in the property casualty insurance business. It operates through the following segments: Insurance and Reinsurance & Monoline Excess. The Insurance segment includes excess and surplus lines, admitted lines, and specialty personal lines throughout the United States, as well as insurance businesses in the United Kingdom, Continental Europe, South America, Canada, Mexico, Scandinavia, Asia, and Australia. The Reinsurance & Monoline Excess segment is involved in the reinsurance business on a facultative and treaty basis, primarily in the United States, United Kingdom, Continental Europe, Australia, the Asia-Pacific region, and South Africa. The company was founded by William R. Berkley in 1967 and is headquartered in Greenwich, CT.
| Index | S&P 500, RUI |
|---|---|
| Employees | 8804 |
| IPO | Mar 17, 1980 |
| Beta | 0.22 |
| ATR, 14d | 1.62 |
| Rel volume | 0.55 |
| Short float | 5.52% |
| Insider own | 40.64% |
| Inst own | 59.64% |
Snapshot
6 groupsValuation
| Index | S&P 500, RUI |
|---|---|
| Market Cap | 28.48B |
| Enterprise Value | - |
| Income | 1.86B |
| Sales | 14.87B |
| Book/sh | 25.87 |
| Cash/sh | - |
| Dividend Est. | 1.50 (1.95%) |
| Dividend TTM | 0.38 (0.49%) |
| Dividend Ex-Date | Sep 21, 2026 |
| Dividend Gr. 3/5Y | 10.42% 10.76% |
| Payout | 7.87% |
| Employees | 8804 |
| IPO | Mar 17, 1980 |
Ratios
| P/E | 16.23 |
|---|---|
| Forward P/E | 15.83 |
| PEG | 2.87 |
| P/S | 1.92 |
| P/B | 2.96 |
| P/C | - |
| P/FCF | 8.50 |
| EV/EBITDA | - |
| EV/Sales | - |
| Quick Ratio | - |
| Current Ratio | 0.39 |
| Debt/Eq | 0.32 |
| LT Debt/Eq | 0.32 |
| Option/Short | Yes / Yes |
Earnings
| EPS (ttm) | 4.73 |
|---|---|
| EPS next Y | 4.84 |
| EPS next Q | 1.20 |
| EPS this Y | 14.25% |
| EPS next Y | -2.08% |
| EPS next 5Y | 5.52% |
| EPS past 3/5Y | 10.54% 28.92% |
| Sales past 3/5Y | 9.62% 12.67% |
| EPS Y/Y TTM | -0.85% |
| Sales Y/Y TTM | 1.45% |
| EPS Q/Q | -10.74% |
| Sales Q/Q | -0.78% |
| Earnings | Oct 19 AMC |
| EPS/Sales Surpr. | 1.36% -2.25% |
Ownership
| Insider Own | 40.64% |
|---|---|
| Insider Trans | 0.00% |
| Inst Own | 59.64% |
| Inst Trans | -2.29% |
| ROA | 4.64% |
| ROE | 19.20% |
| ROIC | 14.67% |
| Gross Margin | - |
| Oper. Margin | 16.48% |
| Profit Margin | 12.53% |
| SMA20 | 2.69% |
| SMA50 | 6.93% |
| SMA200 | 10.62% |
| Trades | - |
Technical
| Shs Outstand | 371.45M |
|---|---|
| Shs Float | 220.52M |
| Short Float | 5.52% |
| Short Ratio | 4.80 |
| Short Interest | 12.16M |
| 52W High | 79.26 -3.27% |
| 52W Low | 62.40 22.86% |
| Volatility | 2.04% 2.07% |
| ATR (14) | 1.62 |
| RSI (14) | 61.88 |
| Beta | 0.22 |
| Rel Volume | 0.55 |
| Avg Volume | 2.53M |
| Volume | 1,384,055 |
Performance
| Perf Week | -0.05% |
|---|---|
| Perf Month | 4.24% |
| Perf Quarter | 8.80% |
| Perf Half Y | 18.06% |
| Perf YTD | 10.16% |
| Perf Year | 2.65% |
| Perf 3Y | 78.24% |
| Perf 5Y | 132.14% |
| Perf 10Y | 412.07% |
| Recom | 3.45 |
| Target Price | 69.41 |
| Prev Close | 76.83 |
| Price | 76.67 |
| Change % | -0.21% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Jul 16, 2026 | Downgrade | BBofA Securities | Neutral → Underperform | $68 | -11.3% |
| Jun 08, 2026 | Upgrade | GGoldman | Neutral → Buy | $73 | -4.8% |
| Jun 08, 2026 | Downgrade | WWells Fargo | Equal Weight → Underweight | $58 | -24.4% |
| Apr 27, 2026 | Downgrade | AArgus | Buy → Hold | ||
| Apr 23, 2026 | Upgrade | BBMO Capital Markets | Underperform → Market Perform | $68 | -11.3% |
| Apr 09, 2026 | Downgrade | CCantor Fitzgerald | Overweight → Neutral | $71 | -7.4% |
| Mar 25, 2026 | Downgrade | BBrean Capital | Buy → Neutral | $73 | -4.8% |
| Jan 20, 2026 | Downgrade | TTD Cowen | Hold → Sell | $55 | -28.3% |
| Jan 07, 2026 | Downgrade | EEvercore ISI | In-line → Underperform | $69 | -10.0% |
| Dec 16, 2025 | Initiated | MMizuho | Neutral | $67 | -12.6% |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| MKL | Markel Group Inc | 24.13B |
| AFG | American Financial Group Inc | 13.34B |
| CB | Chubb Limited | 141.50B |
| KNSL | Kinsale Capital Group Inc | 8.84B |
| CNA | CNA Financial Corp | 13.06B |
| RLI | RLI Corp | 6.30B |
| TRV | Travelers Companies Inc | 81.87B |
| CINF | Cincinnati Financial Corp | 29.13B |
| AXS | Axis Capital Holdings Ltd | 7.78B |
| HIG | Hartford Insurance Group Inc | 36.68B |
Insider trading
latest 14 of 50| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| MITSUI SUMITOMO INSURANCE CO L | 10% Owner | Mar 02 '26 | Buy | 72.92 | 146,000 | 10,645,747 | 58,668,274 | Mar 03 08:00 PM |
| MITSUI SUMITOMO INSURANCE CO L | 10% Owner | Mar 03 '26 | Buy | 72.20 | 112,176 | 8,099,258 | 58,780,450 | Mar 03 08:00 PM |
| MITSUI SUMITOMO INSURANCE CO L | 10% Owner | Feb 26 '26 | Buy | 71.67 | 153,000 | 10,965,352 | 58,375,274 | Feb 27 07:30 PM |
| MITSUI SUMITOMO INSURANCE CO L | 10% Owner | Feb 27 '26 | Buy | 71.63 | 147,000 | 10,528,963 | 58,522,274 | Feb 27 07:30 PM |
| MITSUI SUMITOMO INSURANCE CO L | 10% Owner | Feb 23 '26 | Buy | 71.15 | 220,000 | 15,652,150 | 57,888,620 | Feb 25 08:02 PM |
| MITSUI SUMITOMO INSURANCE CO L | 10% Owner | Feb 25 '26 | Buy | 71.42 | 168,868 | 12,061,210 | 58,222,274 | Feb 25 08:02 PM |
| MITSUI SUMITOMO INSURANCE CO L | 10% Owner | Feb 24 '26 | Buy | 70.81 | 164,786 | 11,668,072 | 58,053,406 | Feb 25 08:02 PM |
| MITSUI SUMITOMO INSURANCE CO L | 10% Owner | Feb 19 '26 | Buy | 70.65 | 345,000 | 24,374,515 | 57,508,038 | Feb 20 07:34 PM |
| MITSUI SUMITOMO INSURANCE CO L | 10% Owner | Feb 20 '26 | Buy | 70.80 | 160,582 | 11,369,944 | 57,668,620 | Feb 20 07:34 PM |
| MITSUI SUMITOMO INSURANCE CO L | 10% Owner | Feb 18 '26 | Buy | 70.64 | 285,000 | 20,133,638 | 57,163,038 | Feb 18 06:30 PM |
| MITSUI SUMITOMO INSURANCE CO L | 10% Owner | Feb 17 '26 | Buy | 71.19 | 281,386 | 20,032,854 | 56,878,038 | Feb 18 06:30 PM |
| MITSUI SUMITOMO INSURANCE CO L | 10% Owner | Feb 12 '26 | Buy | 71.99 | 20,000 | 1,439,720 | 56,576,652 | Feb 13 08:30 PM |
| MITSUI SUMITOMO INSURANCE CO L | 10% Owner | Feb 13 '26 | Buy | 69.88 | 20,000 | 1,397,532 | 56,596,652 | Feb 13 08:30 PM |
| MITSUI SUMITOMO INSURANCE CO L | 10% Owner | Feb 09 '26 | Buy | 69.38 | 40,000 | 2,775,207 | 56,498,656 | Feb 11 08:30 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 |
| VO | Vanguard Morningstar Mid-Cap ETF | AUM: 107.07B |
| IVV | iShares Core S&P 500 ETF | AUM: 871.38B |
| RSP | Invesco S&P 500 Equal Weight ETF | AUM: 104.94B |
| SPY | SPDR S&P 500 ETF Trust | AUM: 793.23B |
| FTCS | First Trust Capital Strength ETF | AUM: 8.08B |
| VTV | Vanguard Morningstar Value ETF | AUM: 196.23B |
| XLF | State Street Financial Select Sector SPDR ETF | AUM: 54.05B |
| VIG | Vanguard Dividend Appreciation FTF | AUM: 117.07B |
News
latest 14 of 196- W.R. Berkley stock slips over 3% on Q3 top-line miss (Investing.com)
- W.R. Berkley: Q3 Earnings Snapshot (Associated Press)
- W. R. Berkley Corporation Reports Third Quarter 2026 Results (Business Wire)
- Monday's Economic and Earnings Calendar (MarketWatch)
- Stock Market Today: Dow, S&P 500 and Nasdaq set to bounce back ahead of crucial week of tech earnings (MarketWatch)
- W. R. Berkley Corporation to Announce Third Quarter 2026 Earnings on October 19, 2026 (Business Wire)
- W. R. Berkley Corporation Declares Regular Quarterly Cash Dividend (Business Wire)
- W. R. Berkley Corporation Forms Berkley Meridian (Business Wire)
- W. R. Berkley Corporation Names Christopher L. Moede President of Berkley Risk (Business Wire)
- W. R. Berkley Corporation Announces Senior Executive Appointments (Business Wire)
- Earnings Calendar and Analysis for This Week (July 27-31) (Kiplinger)
- WR Berkley Corp (WRB) Q2 2026 Earnings Call Highlights: Strong Investment Income and ... (GuruFocus.com)
- W.R. Berkley: Q2 Earnings Snapshot (Associated Press)
- W. R. Berkley Corporation Reports Second Quarter 2026 Results (Business Wire)
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| 2026Q3 | 2026-10-19 | 1.170 | 1.154 | 1.140 | 3,739 | 3,825 | 18 |
| 2026Q2 | 2026-07-20 | 1.270 | 1.084 | 1.154 | 3,716 | 3,283 | 18 |
| 2026Q1 | 2026-04-21 | 1.300 | 1.135 | 1.305 | 3,115 | 3,193 | 18 |
| 2025Q4 | 2026-01-26 | 1.130 | 1.128 | 1.126 | 3,180 | 3,145 | 18 |
| 2025Q3 | 2025-10-20 | 1.100 | 1.106 | 1.277 | 3,156 | 3,154 | 17 |
| 2025Q2 | 2025-07-21 | 1.050 | 1.027 | 1.002 | 3,098 | 3,100 | 15 |
| 2025Q1 | 2025-04-21 | 1.010 | 0.985 | 1.044 | 3,012 | 3,016 | 15 |
| 2024Q4 | 2025-01-27 | 1.130 | 0.959 | 1.437 | 3,011 | 2,976 | 16 |
| 2024Q3 | 2024-10-21 | 0.930 | 0.922 | 0.910 | 2,927 | 2,927 | 14 |
| 2024Q2 | 2024-07-22 | 1.040 | 0.921 | 0.921 | 2,846 | 2,843 | 14 |
| 2024Q1 | 2024-04-23 | 1.040 | 0.953 | 1.091 | 2,764 | 2,766 | 13 |
| 2023Q4 | 2024-01-24 | 0.967 | 0.919 | 0.977 | 2,715 | 2,702 | 13 |
| 2023Q3 | 2023-10-23 | 0.900 | 0.785 | 0.819 | 2,642 | 2,665 | 13 |
| 2023Q2 | 2023-07-20 | 0.760 | 0.720 | 0.870 | 2,553 | 2,568 | 13 |
| 2023Q1 | 2023-04-20 | 0.667 | 0.818 | 0.707 | 2,491 | 2,532 | 13 |
| 2022Q4 | 2023-01-26 | 0.773 | 0.737 | 0.914 | 2,513 | 2,503 | 12 |
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| 2017FY | 1.215 | 0.707 | 1.261 | 6,311 | 6,341 |
| 2018FY | 1.152 | 1.162 | 1.480 | 6,372 | 6,377 |
| 2019FY | 1.287 | 1.349 | 1.566 | 6,633 | 6,621 |
| 2020FY | 1.031 | 0.968 | 1.250 | 6,931 | 6,919 |
| 2021FY | 2.267 | 2.138 | 2.437 | 8,106 | 8,044 |
| 2022FY | 2.920 | 2.874 | 3.295 | 9,561 | 9,555 |
| 2023FY | 3.280 | 3.250 | 3.370 | 10,401 | 10,365 |
| 2024FY | 4.140 | 4.033 | 4.355 | 11,548 | 11,512 |
| 2025FY | 4.330 | 4.299 | 4.450 | 12,447 | 12,450 |
| 2026FY | - | 4.947 | - | - | 15,028 |
| 2027FY | - | 4.844 | - | - | 15,655 |
| 2028FY | - | 5.088 | - | - | 16,248 |
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| 2026Q4 | S | 2026-10-25 | 8 | 0 | 2 | 3,852 | 3,817 | 3,895 |
| 2026Q4 | S | 2026-10-23 | 8 | 1 | 2 | 3,852 | 3,817 | 3,895 |
| 2026Q4 | S | 2026-10-22 | 8 | 1 | 1 | 3,856 | 3,817 | 3,895 |
| 2026Q4 | S | 2026-10-21 | 8 | 1 | 1 | 3,857 | 3,817 | 3,895 |
| 2026Q4 | S | 2026-10-20 | 8 | 1 | 0 | 3,861 | 3,830 | 3,895 |
| 2026Q4 | S | 2026-10-19 | 8 | 1 | 0 | 3,869 | 3,830 | 3,905 |
| 2026Q4 | S | 2026-10-13 | 8 | 1 | 0 | 3,869 | 3,830 | 3,905 |
| 2026Q4 | S | 2026-10-06 | 8 | 1 | 0 | 3,869 | 3,830 | 3,905 |
| 2026Q4 | S | 2026-10-05 | 8 | 1 | 0 | 3,867 | 3,816 | 3,905 |
| 2026Q4 | S | 2026-10-04 | 8 | 1 | 0 | 3,871 | 3,816 | 3,905 |
| 2026Q4 | S | 2026-10-02 | 8 | 3 | 0 | 3,871 | 3,816 | 3,905 |
| 2026Q4 | S | 2026-09-29 | 8 | 3 | 0 | 3,872 | 3,816 | 3,905 |
| 2026Q4 | S | 2026-08-26 | 8 | 3 | 0 | 3,871 | 3,816 | 3,900 |
| 2026Q4 | S | 2026-08-11 | 8 | 3 | 0 | 3,870 | 3,816 | 3,900 |
Estimate history
| EPS, annual | 1.261 | 1.48 | 1.566 | 1.25 | 2.437 | 3.295 | 3.37 | 4.355 | 4.45 | 4.7253 |
|---|---|---|---|---|---|---|---|---|---|---|
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| EPS, quarterly | 0.91 | 1.437 | 1.044 | 1.002 | 1.277 | 1.126 | 1.305 | 1.154 | 1.14 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Sales, annual | 7684.764 | 7691.651 | 7902.196 | 8098.925 | 9455.466 | 11166.499 | 12142.938 | 13638.752 | 14707.856 | 14866.68 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| Sales, quarterly | 3400.379 | 3667.568 | 3547.399 | 3670.808 | 3768.236 | 3721.413 | 3690.334 | 3716.119 | 3738.811 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Shares, annual | 410.112 | 411.735 | 412.676 | 400.106 | 397.756 | 396.819 | 384.817 | 380.066 | 377.156 | 371.448 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | MRQ |
| Shares, quarterly | 381.19 | 380.066 | 379.313 | 379.385 | 379.877 | 377.156 | 372.7 | 371.058 | 371.448 | |
| 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 | 14,866.68 | 14,707.86 | 13,638.75 | 12,142.94 | 11,166.50 | 9,455.47 | 8,098.93 | 7,902.20 | 7,691.65 |
| Losses, Claims & Reserves | 7,841.61 | 7,771.66 | 7,131.60 | 6,372.14 | 5,861.75 | 4,953.96 | 4,468.71 | 4,131.12 | 3,974.70 |
| Selling, General and Administrative Incl. Other | 4,575.72 | 4,460.76 | 4,168.13 | 3,857.14 | 3,503.39 | 3,085.62 | 2,766.08 | 2,795.47 | 2,774.74 |
| Operating Income before Interest Expense | 2,449.34 | 2,475.44 | 2,339.02 | 1,913.66 | 1,801.36 | 1,415.88 | 864.14 | 975.61 | 942.21 |
| Interest Expense | 126.68 | 126.89 | 126.91 | 127.46 | 130.37 | 147.18 | 150.54 | 153.41 | 157.19 |
| Unusual Expense | - | - | - | - | 0.00 | 11.52 | 8.44 | - | - |
| Net Income Before Taxes | 2,337.58 | 2,280.54 | 2,264.49 | 1,754.40 | 1,719.68 | 1,282.90 | 704.80 | 852.92 | 812.09 |
| Income Taxes | 466.63 | 495.76 | 509.92 | 370.56 | 334.73 | 251.89 | 171.82 | 168.94 | 163.03 |
| Consolidated Net Income | 1,870.96 | 1,784.78 | 1,754.58 | 1,383.85 | 1,384.95 | 1,031.02 | 532.99 | 683.99 | 649.07 |
| Net Income From Continuing Operations | 1,862.99 | 1,779.40 | 1,756.12 | 1,381.36 | 1,381.06 | 1,022.49 | 530.67 | 681.94 | 640.75 |
| Net Income | 1,862.99 | 1,779.40 | 1,756.12 | 1,381.36 | 1,381.06 | 1,022.49 | 530.67 | 681.94 | 640.75 |
| EPS (Recurring) | 4.76 | 4.45 | 4.36 | 3.37 | 3.29 | 2.46 | 1.26 | 1.57 | 1.48 |
| EPS (Basic, Before Extraordinaries) | 4.76 | 4.48 | 4.39 | 3.40 | 3.33 | 2.46 | 1.26 | 1.59 | 1.50 |
| EPS (Diluted) | 4.73 | 4.45 | 4.36 | 3.37 | 3.29 | 2.44 | 1.25 | 1.57 | 1.48 |
| Non-Operating Income (Expense) | 14.92 | -68.01 | 52.38 | -31.80 | 50.93 | 25.73 | -0.36 | 30.71 | 27.07 |
| 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 | 47.75 | 41.49 | 41.38 | 38.87 | 38.75 | 19.47 | 9.83 | 11.77 | 16.94 |
| Price To Earnings Ratio | 16.26 | 16.26 | 14.67 | 13.58 | 14.62 | 13.92 | 21.29 | 17.77 | 13.20 |
| Price To Sales Ratio | 1.78 | 1.91 | 1.73 | 1.59 | 1.82 | 1.63 | 1.55 | 1.69 | 1.23 |
| Operating Margin | 16.48 | 16.83 | 17.15 | 15.76 | 16.13 | 14.97 | 10.67 | 12.35 | 12.25 |
| Net Margin | 12.53 | 12.10 | 12.88 | 11.38 | 12.37 | 10.81 | 6.55 | 8.63 | 8.33 |
| Shares Outstanding | 371.45 | 377.16 | 380.07 | 384.82 | 396.82 | 397.76 | 400.11 | 412.68 | 411.74 |
| Market Capitalization | 28,543.57 | 28,543.57 | 21,803.22 | 17,399.45 | 17,997.82 | 13,486.80 | 10,722.80 | 11,505.93 | 8,036.10 |
| Operating Income after Interest Expense | - | 2,348.55 | 2,212.12 | 1,786.20 | 1,670.99 | 1,268.70 | 713.61 | 822.21 | 785.03 |
| 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 | 3,738.81 | 3,716.12 | 3,690.33 | 3,721.41 | 3,768.24 | 3,670.81 | 3,547.40 | 3,667.57 |
| Losses, Claims & Reserves | 1,998.47 | 1,960.53 | 1,936.03 | 1,946.58 | 1,968.86 | 1,955.42 | 1,900.79 | 1,861.26 |
| Selling, General and Administrative Incl. Other | 1,139.53 | 1,146.69 | 1,123.51 | 1,166.00 | 1,131.52 | 1,106.35 | 1,056.90 | 1,099.95 |
| Operating Income before Interest Expense | 600.82 | 608.90 | 630.80 | 608.83 | 667.86 | 609.03 | 589.71 | 706.35 |
| Interest Expense | 31.61 | 31.73 | 31.71 | 31.63 | 31.76 | 31.78 | 31.73 | 31.75 |
| Operating Income after Interest Expense | 569.20 | 577.17 | 599.09 | 577.21 | 636.10 | 577.26 | 557.98 | 674.60 |
| Net Income Before Taxes | 574.32 | 575.20 | 616.10 | 571.96 | 648.11 | 521.86 | 538.61 | 728.30 |
| Income Taxes | 126.00 | 122.89 | 100.52 | 117.21 | 136.14 | 121.16 | 121.26 | 152.96 |
| Consolidated Net Income | 448.32 | 452.31 | 515.58 | 454.75 | 511.97 | 400.71 | 417.35 | 575.34 |
| Net Income From Continuing Operations | 446.00 | 452.26 | 515.22 | 449.51 | 511.03 | 401.29 | 417.57 | 576.10 |
| Net Income | 446.00 | 452.26 | 515.22 | 449.51 | 511.03 | 401.29 | 417.57 | 576.10 |
| EPS (Recurring) | 1.14 | 1.15 | 1.31 | 1.13 | 1.28 | 1.00 | 1.04 | 1.44 |
| EPS (Basic, Before Extraordinaries) | 1.15 | 1.16 | 1.31 | 1.13 | 1.29 | 1.01 | 1.05 | 1.45 |
| EPS (Diluted) | 1.14 | 1.15 | 1.31 | 1.13 | 1.28 | 1.00 | 1.04 | 1.44 |
| Non-Operating Income (Expense) | 5.12 | -1.97 | 17.01 | -5.24 | 12.01 | -55.40 | -19.38 | 53.70 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 15.44 | 10.88 | 10.45 | 10.98 | 10.38 | 10.32 | 9.81 | 11.11 |
| Price To Earnings Ratio | 16.26 | 14.97 | 14.78 | 14.62 | 17.06 | 16.67 | 15.86 | 14.67 |
| Price To Sales Ratio | 1.78 | 1.86 | 1.76 | 1.90 | 2.09 | 2.06 | 2.04 | 1.72 |
| Operating Margin | 16.07 | 16.39 | 17.09 | 16.36 | 17.72 | 16.59 | 16.62 | 19.26 |
| Net Margin | 11.93 | 12.17 | 13.96 | 12.08 | 13.56 | 10.93 | 11.77 | 15.71 |
| Shares Outstanding | 371.45 | 371.06 | 372.70 | 377.16 | 379.88 | 379.39 | 379.31 | 380.07 |
| Market Capitalization | 28,543.57 | 26,256.70 | 24,636.42 | 26,448.63 | 28,428.95 | 27,264.71 | 26,219.45 | 21,803.22 |
Balance sheet, annual
| Metric | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY | 2017FY |
|---|---|---|---|---|---|---|---|---|---|
| Total Cash | 2,539.94 | 1,974.75 | 1,363.19 | 1,449.35 | 1,568.84 | 2,372.37 | 1,023.71 | 817.60 | 950.47 |
| Investments | 30,687.43 | 27,889.41 | 25,279.50 | 22,859.65 | 22,171.81 | 18,481.77 | 18,473.67 | 17,723.09 | 17,450.51 |
| Premium Balance Receivables - Insurance | 3,428.78 | 3,327.17 | 3,412.95 | 3,013.11 | 2,522.97 | 2,692.53 | 2,420.73 | 2,154.99 | 1,963.12 |
| Net Property, Plant & Equipment | 817.72 | 658.55 | 603.30 | 592.50 | 592.06 | 570.41 | 615.40 | 416.37 | 422.96 |
| 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 | 141.50 | 220.22 | 309.62 | 340.65 | 57.42 | 29.05 | 8.71 | 369.72 | 314.07 |
| Other Intangible Assets | 2,030.87 | 2,116.28 | 1,939.99 | 1,721.65 | 1,573.36 | 1,387.92 | 1,418.64 | 1,317.26 | 1,257.64 |
| Total Assets | 39,646.23 | 36,186.37 | 32,908.56 | 29,976.90 | 28,486.47 | 25,534.03 | 23,960.87 | 22,799.03 | 22,358.78 |
| Insurance Policy Liabilities - Insurance | 24,504.50 | 22,362.24 | 20,368.52 | 18,424.68 | 16,638.11 | 14,784.74 | 13,538.48 | 12,895.27 | 12,705.38 |
| Total Debt | 3,100.18 | 3,059.36 | 3,055.66 | 3,041.28 | 3,475.80 | 2,928.98 | 2,856.62 | 2,789.52 | 2,497.27 |
| Long Term Debt | 3,038.70 | 3,001.54 | 2,998.44 | 2,989.26 | 3,003.84 | 2,878.50 | 2,856.62 | 2,342.09 | 2,497.27 |
| 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 | 99.87 | 65.15 | 42.66 | 11.65 | 17.47 | 42.16 | 26.42 | 334.23 | 400.83 |
| Other Liabilities | 2,229.78 | 2,292.17 | 1,972.48 | 1,731.13 | 1,687.37 | 1,452.36 | 1,421.01 | 1,300.22 | 1,304.13 |
| Total Liabilities | 29,934.33 | 27,778.93 | 25,439.32 | 23,208.74 | 21,818.74 | 19,208.24 | 17,842.52 | 17,319.24 | 16,907.62 |
| 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 | 9,700.82 | 8,395.11 | 7,455.43 | 6,748.33 | 6,653.01 | 6,310.80 | 6,074.94 | 5,437.85 | 5,411.34 |
| Total Shareholders Equity | 9,700.82 | 8,395.11 | 7,455.43 | 6,748.33 | 6,653.01 | 6,310.80 | 6,074.94 | 5,437.85 | 5,411.34 |
| Accumulated Minority Interest | 11.08 | 12.33 | 13.81 | 19.83 | 14.72 | 14.99 | 43.40 | 41.95 | 39.82 |
| Total Equity | 9,711.89 | 8,407.44 | 7,469.24 | 6,768.16 | 6,667.73 | 6,325.80 | 6,118.34 | 5,479.80 | 5,451.16 |
| Total Liabilities & Stockholders Equity | 39,646.23 | 36,186.37 | 32,908.56 | 29,976.90 | 28,486.47 | 25,534.03 | 23,960.87 | 22,799.03 | 22,358.78 |
| Book Value Per Share | 25.72 | 22.09 | 19.37 | 17.01 | 16.73 | 15.77 | 14.72 | 13.21 | 13.19 |
| Tangible Book Value Per Share | 25.00 | 21.35 | 18.61 | 16.28 | 16.09 | 15.12 | 14.07 | 12.53 | 12.50 |
| Full-Time Employees | 8,804 | 8,606 | 8,329 | 8,186 | 7,681 | 7,495 | 7,493 | 7,448 | 7,722 |
| Price to Book Ratio | 2.97 | 2.59 | 2.52 | 2.84 | 2.03 | 1.70 | 1.89 | 1.48 | 1.40 |
| Return on Assets | 4.69 | 5.08 | 4.39 | 4.72 | 3.79 | 2.13 | 2.92 | 2.84 | 2.49 |
| Return on Equity | 19.67 | 22.16 | 19.45 | 20.61 | 15.77 | 8.57 | 11.85 | 11.81 | 10.50 |
| Return on Invested Capital | 13.97 | 15.41 | 13.21 | 14.18 | 10.59 | 5.77 | 7.64 | 8.24 | 6.94 |
| Current Ratio | 0.41 | 0.41 | 0.43 | 0.43 | 0.43 | 0.57 | 0.33 | 0.38 | 0.37 |
Cash flow, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 1,914.84 | 1,631.38 | 1,532.10 | 1,350.20 | 1,167.36 | 997.78 | 560.46 | 851.41 | 552.93 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 1,553.14 | 2,008.16 | 2,023.53 | 1,633.25 | 1,479.15 | 1,555.91 | 1,124.17 | 513.60 | 86.36 |
| Cash from Operating Activities | 3,467.98 | 3,639.53 | 3,555.63 | 2,983.45 | 2,646.52 | 2,553.69 | 1,684.63 | 1,365.01 | 639.29 |
| Capital Expenditures | -116.26 | -169.99 | -105.62 | -53.08 | -52.68 | -66.63 | -38.17 | -60.46 | -49.86 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | -11.56 | -49.57 | 0.00 | 0.00 | 0.00 | -6.64 |
| Sale of Fixed Assets and Businesses | 1.65 | 0.00 | 0.00 | 96.57 | 906.79 | 0.00 | 0.00 | 0.00 | 8.66 |
| Purchase or Sale of Investments | -1,956.52 | -1,928.24 | -2,321.00 | -1,940.06 | -2,734.85 | -3,005.58 | 184.38 | -561.92 | -670.67 |
| Purchase of Investments | -8,522.50 | -8,847.32 | -9,853.61 | -6,777.01 | -8,506.29 | -11,208.81 | -7,807.66 | -5,672.62 | -7,370.27 |
| Sale Or Maturity of Investments | 6,565.98 | 6,919.08 | 7,532.61 | 4,836.95 | 5,771.45 | 8,203.24 | 7,992.05 | 5,110.69 | 6,699.59 |
| Other Uses | -70.81 | -70.81 | 0.00 | -53.83 | 0.00 | -17.98 | -26.52 | 0.00 | 0.00 |
| Other Sources | 36.92 | 139.71 | 242.13 | 0.00 | 14.34 | 0.00 | 0.00 | 2.84 | 4.26 |
| Cash from Investing Activities | -2,105.01 | -2,029.34 | -2,184.49 | -1,961.96 | -1,915.98 | -3,090.20 | 119.70 | -619.53 | -714.24 |
| Cash Dividends Paid | -705.39 | -700.27 | -531.95 | -501.46 | -235.19 | -355.74 | -84.15 | -308.19 | -254.95 |
| Change in Capital Stock | -631.46 | -270.22 | -303.65 | -537.16 | -94.14 | -122.43 | -346.36 | -18.23 | -24.75 |
| Repurchase of Common Pref Stock | -631.46 | -270.22 | -303.65 | -537.16 | -94.14 | -122.43 | -346.36 | -18.23 | -24.75 |
| Sale of Common Pref Stock | 0.00 | 0.00 | 0.00 | 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 | 0.00 | 0.00 | 0.00 |
| Issuance or Reduction of Debt, Net | 0.00 | -2.06 | 3.10 | -0.97 | -429.81 | 529.15 | 88.89 | -165.39 | 290.04 |
| Change in Long Term Debt | 0.00 | 0.00 | 0.00 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Financing Active Other Cash Flow | -52.40 | -53.89 | -19.98 | -22.90 | -12.85 | -45.16 | -56.23 | -21.39 | -17.74 |
| Other Financing Activities Uses | -52.40 | -53.89 | -19.98 | -22.90 | -12.85 | -45.16 | -56.23 | -21.39 | -17.74 |
| Cash from Financing Activities | -1,390.98 | -1,026.45 | -852.49 | -1,062.49 | -771.99 | 5.83 | -397.84 | -513.19 | -7.40 |
| Exchange Rate Effect | 10.65 | 38.36 | -29.84 | 9.07 | -24.75 | -4.20 | 10.12 | 0.38 | -31.42 |
| Net Change in Cash | -17.37 | 622.11 | 488.81 | -31.94 | -66.21 | -534.87 | 1,416.60 | 232.66 | -113.78 |
| Free Cash Flow | 3,351.72 | 3,469.54 | 3,450.01 | 2,930.37 | 2,593.83 | 2,487.05 | 1,646.46 | 1,304.55 | 589.43 |
| 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 | 9.99 | 10.12 | 8.09 | 7.96 | 8.60 | 7.21 | 8.03 | 13.42 | 28.34 |
Balance sheet, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Total Cash | 2,113.04 | 2,606.53 | 2,280.93 | 2,539.94 | 2,404.02 | 1,984.53 |
| Investments | 31,914.24 | 31,742.53 | 31,285.85 | 30,687.43 | 30,463.83 | 29,501.03 |
| Net Property, Plant & Equipment | 781.95 | 788.82 | 782.66 | 817.72 | 701.13 | 701.00 |
| Investment in Unconsolidated Affiliates | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Assets | - | - | - | 141.50 | - | 36.26 |
| Other Intangible Assets | 2,496.86 | 2,190.44 | 2,064.77 | 2,030.87 | 2,140.83 | 2,174.71 |
| Total Assets | 40,961.86 | 41,087.03 | 39,893.69 | 39,646.23 | 39,358.51 | 38,184.29 |
| Insurance Policy Liabilities - Insurance | 26,076.11 | 25,691.63 | 24,971.15 | 24,504.50 | 24,310.39 | 23,840.76 |
| Total Debt | 3,100.10 | 3,103.18 | 3,096.75 | 3,100.18 | 3,086.69 | 3,090.99 |
| Long Term Debt | 3,085.65 | 3,074.72 | 3,055.99 | 3,038.70 | 3,074.16 | 3,066.49 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Deferred Tax Liabilities | - | - | 76.20 | 99.87 | 23.48 | - |
| Other Liabilities | 2,164.98 | 2,449.14 | 1,998.98 | 2,229.78 | 2,132.95 | 1,947.72 |
| Total Liabilities | 31,341.19 | 31,243.95 | 30,143.08 | 29,934.33 | 29,553.51 | 28,879.48 |
| 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 | 9,610.21 | 9,833.24 | 9,739.55 | 9,700.82 | 9,798.89 | 9,294.54 |
| Total Shareholders Equity | 9,610.21 | 9,833.24 | 9,739.55 | 9,700.82 | 9,798.89 | 9,294.54 |
| Accumulated Minority Interest | 10.46 | 9.84 | 11.07 | 11.08 | 6.11 | 10.27 |
| Total Equity | 9,620.67 | 9,843.08 | 9,750.62 | 9,711.89 | 9,805.00 | 9,304.81 |
| Total Liabilities & Stockholders Equity | 40,961.86 | 41,087.03 | 39,893.69 | 39,646.23 | 39,358.51 | 38,184.29 |
| Book Value Per Share | 25.87 | 26.50 | 26.13 | 25.72 | 25.79 | 24.50 |
| Tangible Book Value Per Share | 25.38 | 26.00 | 25.64 | 25.00 | 25.31 | 24.01 |
| Full-Time Employees | - | - | - | 8,804 | - | - |
| Price to Book Ratio | 2.97 | 2.70 | 2.56 | 2.70 | 3.06 | 3.06 |
| Return on Assets | 4.64 | 4.86 | 4.89 | 4.69 | 5.06 | 4.84 |
| Return on Equity | 19.20 | 20.16 | 20.13 | 19.67 | 20.92 | 20.63 |
| Return on Invested Capital | 3.51 | 3.50 | 4.03 | 3.53 | 3.97 | 3.25 |
| Current Ratio | 0.39 | 0.42 | 0.40 | 0.41 | 0.42 | 0.42 |
Cash flow, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Funds from Operations | 473.35 | 472.35 | 489.59 | 479.55 | 431.65 | 343.56 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | 391.77 | 443.12 | 185.31 | 532.94 | 714.79 | 379.69 |
| Cash from Operating Activities | 865.13 | 915.46 | 674.90 | 1,012.49 | 1,146.45 | 723.25 |
| Capital Expenditures | 0.00 | 0.00 | 0.00 | -116.26 | -16.94 | -20.59 |
| Net Assets From Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Fixed Assets and Businesses | -10.20 | -15.82 | 27.67 | 0.00 | 0.00 | 0.00 |
| Purchase or Sale of Investments | -797.40 | -354.96 | -770.22 | -33.95 | -787.38 | -167.69 |
| Purchase of Investments | -2,418.50 | -2,045.66 | -2,406.48 | -1,651.86 | -2,829.28 | -1,804.98 |
| Sale Or Maturity of Investments | 1,621.11 | 1,690.71 | 1,636.26 | 1,617.91 | 2,041.90 | 1,637.29 |
| Other Uses | 0.00 | 0.00 | 0.00 | -70.81 | 14.93 | -14.93 |
| Other Sources | -104.76 | 9.79 | 153.96 | -22.06 | 161.77 | -31.00 |
| Cash from Investing Activities | -912.35 | -360.99 | -588.59 | -243.08 | -627.62 | -234.21 |
| Cash Dividends Paid | -259.79 | 0.00 | -33.70 | -411.90 | -34.19 | -223.84 |
| Preferred Dividends (Cash Flow) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Change in Capital Stock | -21.14 | -111.49 | -302.43 | -196.39 | -24.63 | 0.00 |
| Repurchase of Common Pref Stock | -21.14 | -111.49 | -302.43 | -196.39 | -24.63 | 0.00 |
| 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 | -1.59 | -0.91 | 1.10 | -0.34 | -2.15 | -1.21 |
| 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 | -23.59 | -15.30 | -4.08 | -9.43 | -34.29 | -6.67 |
| Other Financing Activities Uses | -23.59 | -15.30 | -4.08 | -9.43 | -34.29 | -6.67 |
| Cash from Financing Activities | -306.11 | -127.70 | -339.11 | -618.06 | -95.26 | -231.71 |
| Exchange Rate Effect | -6.36 | 14.23 | 0.84 | 1.93 | 2.52 | 26.44 |
| Net Change in Cash | -359.70 | 441.01 | -251.96 | 153.28 | 426.08 | 283.76 |
| Free Cash Flow | 865.13 | 915.46 | 674.90 | 896.24 | 1,129.50 | 702.66 |
| Price to Free Cash Flow | 9.99 | 8.81 | 9.69 | 10.11 | 11.05 | 10.52 |
Revenue breakdown
| United States | 2024: 13.64B 2025: 14.71B |
|---|---|
| Consolidation, Policy | 2024: 760.35M 2025: 830.49M |
| Insurance-Domestic | 2024: 11.18B 2025: 12.10B |
| Reinsurance-Global | 2024: 1.70B 2025: 1.78B |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 5.52% | 12.2M | 220.5M | 2.56M |
| 2026-10-15 | 5.50% | 12.1M | 220.4M | 2.49M |
| 2026-09-30 | 5.95% | 13.1M | 220.4M | 2.44M |
| 2026-09-15 | 7.01% | 15.5M | 220.4M | 2.03M |
| 2026-08-31 | 6.89% | 15.2M | 220.4M | 1.94M |
| 2026-08-14 | 6.73% | 14.9M | 220.8M | 2.12M |
| 2026-07-31 | 7.22% | 15.6M | 216.2M | 2.11M |
| 2026-07-15 | 7.83% | 17.7M | 226.2M | 2.17M |
| 2026-06-30 | 7.88% | 17.8M | 226.2M | 2.14M |
| 2026-06-15 | 8.30% | 18.8M | 226.1M | 2.24M |
| 2026-05-29 | 7.94% | 18.5M | 233.0M | 2.16M |
| 2026-05-15 | 7.98% | 18.6M | 233.0M | 2.10M |
| 2026-04-30 | 8.74% | 19.0M | 217.6M | 2.18M |
| 2026-04-15 | 8.43% | 18.4M | 218.9M | 2.25M |
| 2026-03-31 | 9.13% | 20.2M | 221.1M | 2.36M |
| 2026-03-13 | 8.65% | 19.1M | 221.1M | 2.36M |
| 2026-02-27 | 9.13% | 20.2M | 221.1M | 2.89M |
| 2026-02-13 | 8.96% | 20.1M | 224.4M | 2.88M |
| 2026-01-30 | 8.49% | 19.1M | 225.3M | 2.98M |
| 2026-01-15 | 8.07% | 18.4M | 228.2M | 3.22M |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 47.50 | 27.40 | 30.20 | 0.00 | 2.394 | 0.00 | 0.00 | 0.964 | -0.099 | 0.009 |
| call | 50.00 | 24.90 | 27.70 | 18.95 | 2.186 | 1.00 | 0.00 | 0.960 | -0.098 | 0.010 |
| call | 55.00 | 20.00 | 22.50 | 0.00 | 1.690 | 0.00 | 0.00 | 0.952 | -0.093 | 0.012 |
| call | 60.00 | 15.00 | 17.40 | 0.00 | 1.291 | 0.00 | 0.00 | 0.940 | -0.088 | 0.014 |
| call | 62.50 | 12.60 | 15.00 | 0.00 | 1.172 | 0.00 | 0.00 | 0.932 | -0.085 | 0.016 |
| call | 65.00 | 10.30 | 12.80 | 0.00 | 1.119 | 0.00 | 0.00 | 0.921 | -0.081 | 0.017 |
| call | 67.50 | 7.90 | 9.50 | 8.30 | 0.631 | 6.00 | 0.00 | 0.906 | -0.076 | 0.020 |
| call | 70.00 | 5.50 | 7.20 | 7.10 | 0.572 | 12.00 | 0.00 | 0.883 | -0.071 | 0.023 |
| call | 72.50 | 3.70 | 4.90 | 5.40 | 0.477 | 314 | 0.00 | 0.831 | -0.069 | 0.030 |
| call | 75.00 | 1.45 | 2.65 | 2.08 | 0.356 | 1,076 | 0.00 | 0.682 | -0.079 | 0.042 |
| call | 77.50 | 0.65 | 2.00 | 0.85 | 0.499 | 459 | 1.00 | 0.462 | -0.138 | 0.047 |
| call | 80.00 | 0.05 | 0.35 | 1.10 | 0.341 | 35.00 | 0.00 | 0.268 | -0.094 | 0.039 |
| call | 82.50 | 0.00 | 0.40 | 0.13 | 0.441 | 8.00 | 0.00 | 0.174 | -0.084 | 0.031 |
| call | 85.00 | 0.00 | 0.40 | 0.03 | 0.556 | 88.00 | 0.00 | 0.126 | -0.078 | 0.025 |
| call | 90.00 | 0.00 | 0.75 | 0.00 | 0.761 | 0.00 | 0.00 | 0.098 | -0.089 | 0.021 |
| call | 95.00 | 0.00 | 0.75 | 0.00 | 0.942 | 0.00 | 0.00 | 0.083 | -0.097 | 0.018 |
| call | 100 | 0.00 | 0.75 | 0.00 | 1.107 | 0.00 | 0.00 | 0.073 | -0.104 | 0.016 |
| call | 105 | 0.00 | 1.35 | 0.00 | 1.257 | 0.00 | 0.00 | 0.066 | -0.109 | 0.015 |
| put | 47.50 | 0.00 | 2.15 | 0.00 | 1.857 | 0.00 | 0.00 | -0.036 | -0.098 | 0.009 |
| put | 50.00 | 0.00 | 2.15 | 0.00 | 1.688 | 0.00 | 0.00 | -0.039 | -0.096 | 0.010 |
| put | 55.00 | 0.00 | 0.75 | 0.00 | 1.368 | 0.00 | 0.00 | -0.048 | -0.091 | 0.012 |
| put | 60.00 | 0.00 | 0.75 | 0.01 | 1.070 | 2.00 | 0.00 | -0.060 | -0.085 | 0.014 |
| put | 62.50 | 0.00 | 1.15 | 0.13 | 0.927 | 4.00 | 0.00 | -0.068 | -0.082 | 0.016 |
| put | 65.00 | 0.00 | 0.40 | 0.13 | 0.786 | 17.00 | 0.00 | -0.079 | -0.077 | 0.017 |
| put | 67.50 | 0.00 | 0.60 | 0.10 | 0.646 | 29.00 | 0.00 | -0.093 | -0.072 | 0.020 |
| put | 70.00 | 0.00 | 0.20 | 0.27 | 0.506 | 69.00 | 0.00 | -0.117 | -0.067 | 0.023 |
| put | 72.50 | 0.05 | 0.35 | 0.25 | 0.362 | 61.00 | 5.00 | -0.168 | -0.065 | 0.030 |
| put | 75.00 | 0.35 | 3.00 | 0.65 | 0.294 | 70.00 | 1.00 | -0.317 | -0.075 | 0.042 |
| put | 77.50 | 1.00 | 2.90 | 1.20 | 0.518 | 23.00 | 0.00 | -0.537 | -0.133 | 0.047 |
| put | 80.00 | 2.85 | 4.90 | 6.64 | 0.609 | 2.00 | 0.00 | -0.732 | -0.089 | 0.039 |
| put | 82.50 | 5.40 | 7.40 | 6.06 | 0.774 | 3.00 | 0.00 | -0.826 | -0.079 | 0.031 |
| put | 85.00 | 7.40 | 9.80 | 0.00 | 0.894 | 0.00 | 0.00 | -0.874 | -0.073 | 0.025 |
| put | 90.00 | 12.70 | 14.90 | 0.00 | 1.179 | 0.00 | 0.00 | -0.901 | -0.083 | 0.021 |
| put | 95.00 | 17.70 | 20.10 | 0.00 | 1.465 | 0.00 | 0.00 | -0.917 | -0.091 | 0.018 |
| put | 100 | 22.40 | 25.20 | 0.00 | 1.702 | 0.00 | 0.00 | -0.927 | -0.097 | 0.016 |
| put | 105 | 27.30 | 30.40 | 0.00 | 1.955 | 0.00 | 0.00 | -0.934 | -0.101 | 0.015 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-09 | SCHEDULE 13G/A | SEC | ||
| 2026-11-09 | SCHEDULE 13G | SEC | ||
| 2026-11-09 | SCHEDULE 13G/A | SEC | ||
| 2026-11-09 | SCHEDULE 13G/A | SEC | ||
| 2026-11-09 | SCHEDULE 13G | SEC | ||
| 2026-11-09 | SCHEDULE 13G | SEC | ||
| 2026-11-09 | SCHEDULE 13G | SEC | ||
| 2026-11-09 | SCHEDULE 13G | SEC | ||
| 2026-11-09 | SCHEDULE 13G | SEC | ||
| 2026-11-09 | SCHEDULE 13G | SEC | ||
| 2026-11-09 | SCHEDULE 13G | SEC | ||
| 2026-11-09 | SCHEDULE 13G | SEC | ||
| 2026-11-09 | SCHEDULE 13G | SEC | ||
| 2026-11-09 | SCHEDULE 13G/A | SEC | ||
| 2026-11-09 | SCHEDULE 13G | SEC | ||
| 2026-11-09 | SCHEDULE 13G/A | SEC | ||
| 2026-11-09 | SCHEDULE 13G/A | SEC | ||
| 2026-11-09 | SCHEDULE 13G/A | SEC | ||
| 2026-11-09 | SCHEDULE 13G | SEC | ||
| 2026-11-09 | SCHEDULE 13G | SEC | ||
| 2026-11-09 | SCHEDULE 13G | SEC | ||
| 2026-11-09 | SCHEDULE 13G/A | SEC | ||
| 2026-11-09 | SCHEDULE 13G | SEC | ||
| 2026-11-09 | SCHEDULE 13G | SEC | ||
| 2026-11-09 | SCHEDULE 13G | SEC | ||
| 2026-11-09 | SCHEDULE 13G/A | SEC | ||
| 2026-11-09 | SCHEDULE 13G/A | SEC | ||
| 2026-11-09 | SCHEDULE 13G | SEC | ||
| 2026-11-09 | SCHEDULE 13G/A | SEC | ||
| 2026-11-09 | SCHEDULE 13G | 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 | 18.75M | 2 | 0 | 0 |
| 2026-02 | 170.74M | 19 | 0 | 0 |
| 2026-01 | 380.71M | 20 | 0 | 0 |
| 2025-12 | 135.27M | 9 | 0 | 0 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| MITSUI SUMITOMO INSURANCE CO LTD | 15.79% |
| BlackRock, Inc. | 5.89% |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.02% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.91% |
| STATE STREET CORP | 3.79% |
| MORGAN STANLEY | 2.22% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.86% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.71% |
| Invesco Ltd. | 1.35% |
| GOLDMAN SACHS GROUP INC | 1.12% |
Funds
| Fund | % owned |
|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 2.38% |
| VANGUARD 500 INDEX FUND | 2.05% |
| VANGUARD LONG-TERM CORPORATE BOND INDEX FUND | 2.02% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | 1.74% |
| VANGUARD MID-CAP INDEX FUND | 1.63% |
| Victory Income Fund | 1.43% |
| PIMCO Long Duration Credit Bond Portfolio | 1.32% |
| iShares Core S&P 500 ETF | 1.09% |
| VANGUARD TOTAL BOND MARKET II INDEX FUND | 1.07% |
| Fidelity 500 Index Fund | 1.03% |
OakChart. WRB. Cached 15 minutes.