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American Financial Group, Inc. (AFG)

USD142.67 -0.68 (-0.47%)
US NYSE Financial Services Insurance - Property & Casualty
Address 301 East Fourth Street 45202
Cincinnati, OH, US
CEO Stephen Craig Lindner
Website afginc.com
IPO 1980-03-17
CIK 1042046 ISIN US0259321042

Explore sections of this company profile

Also trades on New York Stock Exchange · AFG (USD) New York Stock Exchange · AFGB (USD) New York Stock Exchange · AFGC (USD) New York Stock Exchange · AFGD (USD) New York Stock Exchange · AFGE (USD) New York Stock Exchange · GFZ (USD)
Description

American Financial Group, Inc. (AFG) operates as an insurance holding company, specializing in providing a broad array of property and casualty insurance solutions across the United States. Its comprehensive product portfolio encompasses various lines of business, including property and transportation coverage, which offers protection for physical damage and liability concerning vehicles like buses and trucks, along with inland and ocean marine policies, agricultural-related products, and other commercial property and niche transportation insurance types. The company's specialty casualty segment delivers products such as excess and surplus lines, executive and professional liability, general liability, and umbrella and excess liability policies. It also develops customized programs for small to mid-sized enterprises and provides workers' compensation coverage. Furthermore, AFG extends specialty financial insurance products, including risk management solutions tailored for lending and leasing institutions, fidelity and surety bonds, and trade credit insurance. Distribution of these property and casualty policies is primarily conducted through a network of independent insurance agents and brokers. Established in 1872, American Financial Group, Inc. maintains its corporate headquarters in Cincinnati, Ohio.

News Sentiment (7d)
41 Neutral

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
American Financial Group, Inc. AFG 1997-07-16 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD142.67 -0.68 (-0.47%)
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Volume Profile
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Liquidity & share structure
Average Volume
496.3K
Beta
0.63
Float Shares
68.10M
Free Float %
82.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.17% +1.43% +2.16% +3.50% -6.01% -2.32% +8.13% +15.06% +5.95% +86.18% +3,305.87%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

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By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (17 ratings, all time) Hold
Price Targets & DCF
Current price
142.67
Low 165.00 +15.7%
Consensus 165.00 +15.7%
Median 165.00 +15.7%
High 165.00 +15.7%
DCF (Unlevered) 390.75 +173.9%
DCF (Levered) 380.71 +166.8%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 29% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 2 0
Hold 5 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 2
153.50
+7.6%
All Time 8
148.25
+3.9%
Quality scores
Altman Z-Score
1.10
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Insurance - Property & Casualty: +14.1%
    -1.3% Q1'26: +0.6% (vs Q1'25)
  • EPS growth Insurance - Property & Casualty: +27.5%
    -4.6% Q1'26: +24.5% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Property & Casualty: +25.6%
    +17.8% Q1'26: +24.6% (vs Q1'25)
  • EBIT margin Insurance - Property & Casualty: +16.3%
    +14.1% Q1'26: +14.1% (vs Q1'25)
  • ROIC Insurance - Property & Casualty: +7.9%
    +21.6% Q1'26: +16.3% (vs Q1'25)
  • Share dilution Insurance - Property & Casualty: +0.4%
    -0.5% Q1'26: -0.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Property & Casualty: -0.10×
    1.47× Q1'26: 1.74× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.64) × ERP
WACC = 86% × Ke + 14% × Kd (4.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 387.54 Current price: 142.67
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2009
actual
Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
4 EPS Ana.
Dec 2027
5 Rev. Ana.
5 EPS Ana.
Dec 2028
3 Rev. Ana.
2 EPS Ana.
Revenue
4.32B
est: 2.76B (+56.3%)
4.50B
est: 3.02B (+48.7%)
4.64B
est: 2.89B (+60.4%)
4.96B
est: 3.16B (+57.0%)
5.10B
est: 3.18B (+60.7%)
5.73B
est: 3.75B (+53.0%)
6.15B
est: 4.36B (+41.0%)
6.50B
est: 4.46B (+45.6%)
6.87B
est: 4.58B (+50.0%)
6.99B
est: 4.87B (+43.7%)
6.12B
est: 5.20B (+17.5%)
5.67B
est: 4.84B (+17.2%)
6.23B
est: 5.57B (+11.9%)
6.77B
est: 6.02B (+12.5%)
7.73B
est: 7.69B (+0.4%)
8.28B
est: 7.02B (+17.9%)
8.17B
est: 7.26B (+12.6%)
7.57B
7.32B – 7.70B
+4.3% YoY
7.88B
7.81B – 7.93B
+4.1% YoY
8.53B
8.20B – 8.86B
+8.2% YoY
EBITDA
1.08B
est: 945.53M (+13.9%)
974.00M
est: 977.64M (-0.4%)
812.00M
est: 748.15M (+8.5%)
869.00M
est: 764.95M (+13.6%)
902.00M
est: 843.77M (+6.9%)
844.00M
est: 805.27M (+4.8%)
774.00M
est: 739.11M (+4.7%)
998.00M
est: 889.93M (+12.1%)
916.00M
est: 688.18M (+33.1%)
911.00M
est: 803.08M (+13.4%)
961.00M
est: 1.45B (-33.9%)
726.00M
est: 801.95M (-9.5%)
1.62B
est: 1.53B (+5.4%)
1.31B
est: 947.50M (+38.0%)
1.23B
est: 1.41B (-13.1%)
1.28B
est: 1.29B (-0.6%)
1.24B
est: 1.33B (-7.0%)
1.39B
1.34B – 1.41B
+4.3% YoY
1.45B
1.43B – 1.46B
+4.1% YoY
1.57B
1.51B – 1.63B
+8.2% YoY
EBIT
879.00M
est: 429.45M (+104.7%)
772.00M
est: 469.73M (+64.4%)
632.00M
est: 449.52M (+40.6%)
612.00M
est: 490.44M (+24.8%)
760.00M
est: 493.38M (+54.0%)
700.00M
est: 581.88M (+20.3%)
640.00M
est: 677.06M (-5.5%)
864.00M
est: 693.14M (+24.7%)
809.00M
est: 710.87M (+13.8%)
701.00M
est: 755.67M (-7.2%)
702.00M
est: 808.19M (-13.1%)
427.00M
est: 751.48M (-43.2%)
1.43B
est: 864.83M (+65.2%)
1.21B
est: 320.05M (+277.4%)
1.15B
est: 1.30B (-11.4%)
1.20B
est: 1.18B (+1.4%)
1.15B
est: 1.22B (-5.7%)
1.28B
1.23B – 1.30B
+4.3% YoY
1.33B
1.32B – 1.34B
+4.1% YoY
1.44B
1.38B – 1.49B
+8.2% YoY
Net Income
519.00M
est: 461.53M (+12.5%)
482.00M
est: 451.62M (+6.7%)
342.00M
est: 300.39M (+13.9%)
488.00M
est: 371.85M (+31.2%)
471.00M
est: 432.09M (+9.0%)
452.00M
est: 408.88M (+10.5%)
352.00M
est: 347.03M (+1.4%)
649.00M
est: 564.38M (+15.0%)
475.00M
est: 356.26M (+33.3%)
530.00M
est: 452.86M (+17.0%)
897.00M
est: 900.11M (-0.3%)
732.00M
est: 446.65M (+63.9%)
2.00B
est: 1.21B (+65.3%)
898.00M
est: 670.10M (+34.0%)
852.00M
est: 891.00M (-4.4%)
887.00M
est: 897.71M (-1.2%)
842.00M
est: 826.35M (+1.9%)
963.17M
958.77M – 967.57M
+16.6% YoY
996.12M
992.18M – 1.04B
+3.4% YoY
1.06B
1.04B – 1.07B
+6.0% YoY
SGA
1.27B
est: 1.12B (+13.4%)
395.00M
est: 761.48M (-48.1%)
1.27B
est: 1.08B (+17.3%)
404.00M
est: 184.22M (+119.3%)
— – —
— – —
— – —
EPS
4.58
est: 3.35 (+36.7%)
4.41
est: 3.50 (+26.0%)
3.51
est: 2.73 (+28.6%)
5.48
est: 2.36 (+132.2%)
5.29
est: 3.62 (+46.1%)
5.15
est: 3.98 (+29.4%)
4.02
est: 5.49 (-26.8%)
7.47
est: 5.67 (+31.7%)
5.38
est: 6.03 (-10.8%)
5.96
est: 8.59 (-30.6%)
9.98
est: 8.60 (+16.0%)
8.25
est: 7.49 (+10.1%)
23.49
est: 10.46 (+124.5%)
10.55
est: 11.49 (-8.2%)
10.06
est: 10.61 (-5.2%)
10.57
est: 10.73 (-1.5%)
10.05
est: 9.90 (+1.6%)
11.57
11.48 – 11.59
+16.9% YoY
12.12
11.88 – 12.40
+4.8% YoY
12.65
12.46 – 12.84
+4.4% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-06 Wells Fargo Overweight Overweight Maintain
2026-05-01 Piper Sandler Neutral Neutral Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-05-08 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-05-07 C 2/5 5/5 1/5 1/5 1/5 2/5 1/5
2026-05-06 C 2/5 5/5 1/5 1/5 1/5 2/5 1/5
2026-05-05 C 2/5 5/5 1/5 1/5 1/5 2/5 1/5
2026-05-04 C 2/5 5/5 1/5 1/5 1/5 2/5 1/5
2026-05-01 C 2/5 5/5 1/5 1/5 1/5 2/5 1/5
2026-04-30 C 2/5 5/5 1/5 1/5 1/5 2/5 1/5
2026-04-29 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-04-28 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-04-27 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-04-24 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-04-23 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-04-22 A- 4/5 5/5 5/5 5/5 2/5 2/5 1/5
2026-04-21 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-20 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-17 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-16 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-15 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.45B
OE per share TTM
17.41
Owner's Yield
13.22%
Maintenance CapEx ratio
12.57%
Maint CapEx / Avg PPE
1.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
147
Total invested
367.21M
Insider transactions (90d)
0
Beneficial owners (>5%)
9
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 The Vanguard Group - 23-1945930 7.23M 8.53% 49.9K 7.14M 95.9K IA Pennsylvania 2022-02-09
2 (1) BlackRock, Inc. 6.28M 7.40% 5.84M 6.28M HC Delaware 2022-02-01
3 Carl H. Lindner III 5.45M 6.10% 4.23M 385.9K 4.06M 11.00 IN 2020-03-31
4 Abigail P. Johnson 5.12M 6.11% 5.12M IN United States of America 2024-02-09
5 FMR LLC 5.12M 6.11% 5.09M 5.12M HC Delaware 2024-02-09
6 American Financial Group, Inc. 1.72M 6.33% 1.72M 1.72M HC Ohio 2024-11-08
7 Great American Insurance Company 686.1K 1.95% 686.1K 686.1K IC 2023-08-08
8 S. Craig Lindner 436.1K 1.60% 436.1K 436.1K IN Ohio 2024-11-08
9 John B. Berding 411.1K 1.51% 411.1K 411.1K IN Ohio 2024-11-08

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
147
-364 vs prev Q
New positions
16
Closed positions
374
Increased
77
Reduced
43
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 7.30M -94.4K (-1.3%) 997.41M -79.7M (-7.4%) 8.71% -0.113 pp 0.01% -0.002 pp USD82.69 +65.3% 84 qtrs
2 BLACKROCK, INC. 7.25M -42.2K (-0.6%) 991.00M -71.7M (-6.7%) 8.65% -0.050 pp 0.02% -0.002 pp USD134.60 +1.5% 6 qtrs
3 FMR LLC 6.68M -235.9K (-3.4%) 912.69M -94.7M (-9.4%) 7.97% -0.282 pp 0.05% -0.006 pp USD116.72 +17.1% 47 qtrs
4 VICTORY CAPITAL MANAGEMENT INC 2.80M -160.1K (-5.4%) 383.23M -48.7M (-11.3%) 3.35% -0.191 pp 0.22% -0.036 pp USD103.17 +32.5% 50 qtrs
5 STATE STREET CORP 2.63M -25.1K (-0.9%) 358.91M -27.4M (-7.1%) 3.13% -0.030 pp 0.01% -0.001 pp USD82.24 +66.2% 51 qtrs
6 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.57M +57.2K (+2.3%) 350.96M -14.9M (-4.1%) 3.06% +0.068 pp 0.05% -0.004 pp USD123.05 +11.1% 93 qtrs
7 AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN 2.39M -16.3K (-0.7%) 326.84M -24.0M (-6.8%) 2.85% -0.020 pp 100.00% +0.000 pp USD65.50 +108.7% 51 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 1.73M +29.7K (+1.7%) 236.65M -11.3M (-4.6%) 2.07% +0.036 pp 0.01% -0.001 pp USD104.84 +30.4% 78 qtrs
9 DIMENSIONAL FUND ADVISORS LP 1.27M +138.5K (+12.3%) 173.05M +8.8M (+5.3%) 1.51% +0.165 pp 0.04% +0.001 pp USD80.80 +69.2% 51 qtrs
10 ALLIANCEBERNSTEIN L.P. 993.4K -5.4K (-0.5%) 135.77M -9.8M (-6.7%) 1.19% -0.007 pp 0.04% -0.003 pp USD108.97 +25.4% 61 qtrs
11 NORTHERN TRUST CORP 958.6K -68.2K (-6.6%) 131.02M -18.6M (-12.4%) 1.14% -0.081 pp 0.02% -0.002 pp USD110.54 +23.6% 51 qtrs
12 MORGAN STANLEY 895.0K +37.0K (+4.3%) 122.33M -2.7M (-2.2%) 1.07% +0.044 pp 0.01% 0.000 pp USD130.86 +4.4% 51 qtrs
13 NORGES BANK 838.9K +838.9K (+100.0%) 114.66M +114.7M (+100.0%) 1.00% +1.001 pp 0.01% +0.012 pp USD136.68 +0.0% 1 qtrs NEW
14 BANK OF NEW YORK MELLON CORP 819.0K -52.2K (-6.0%) 111.95M -15.0M (-11.8%) 0.98% -0.062 pp 0.02% -0.005 pp USD78.91 +73.2% 66 qtrs
15 INVESCO LTD. 803.5K -118.7K (-12.9%) 109.82M -24.6M (-18.3%) 0.96% -0.142 pp 0.02% -0.004 pp USD122.99 +11.1% 57 qtrs
16 GOLDMAN SACHS GROUP INC 770.9K -67.5K (-8.0%) 105.36M -16.8M (-13.8%) 0.92% -0.081 pp 0.01% -0.002 pp USD116.67 +17.2% 73 qtrs
17 BALYASNY ASSET MANAGEMENT L.P. 751.3K +96.9K (+14.8%) 102.68M +7.3M (+7.7%) 0.90% +0.116 pp 0.13% +0.010 pp USD143.27 -4.6% 36 qtrs
18 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 614.1K +6.6K (+1.1%) 83.94M -4.6M (-5.2%) 0.73% +0.008 pp 0.45% -0.033 pp USD101.66 +34.4% 26 qtrs
19 UBS GROUP AG 581.8K +53.4K (+10.1%) 79.52M +2.5M (+3.3%) 0.69% +0.064 pp 0.01% +0.001 pp USD128.44 +6.4% 45 qtrs
20 EULAV ASSET MANAGEMENT 498.7K +— (+0.0%) 68.16M -4.5M (-6.2%) 0.60% +0.000 pp 1.82% +0.129 pp USD110.93 +23.2% 35 qtrs
21 JOHNSON INVESTMENT COUNSEL INC 478.5K -113.2K (-19.1%) 65.40M -20.8M (-24.1%) 0.57% -0.135 pp 0.53% -0.186 pp USD115.12 +18.7% 51 qtrs
22 BOSTON TRUST WALDEN CORP 469.6K -73.6K (-13.6%) 64.19M -15.0M (-18.9%) 0.56% -0.088 pp 0.48% -0.096 pp USD112.82 +21.1% 39 qtrs
23 BAHL & GAYNOR INC 465.3K -13.9K (-2.9%) 63.60M -6.2M (-8.9%) 0.56% -0.017 pp 0.32% -0.025 pp USD121.05 +12.9% 11 qtrs
24 WOODLINE PARTNERS LP 438.4K -183.2K (-29.5%) 59.93M -30.7M (-33.8%) 0.52% -0.219 pp 0.23% -0.194 pp USD133.40 +2.5% 3 qtrs
25 AMERIPRISE FINANCIAL INC 437.1K -2.9K (-0.7%) 59.75M -4.4M (-6.8%) 0.52% -0.004 pp 0.01% -0.001 pp USD107.05 +27.7% 55 qtrs
26 UBS ASSET MANAGEMENT AMERICAS INC 393.5K -13.6K (-3.3%) 53.79M -5.5M (-9.3%) 0.47% -0.016 pp 0.01% -0.002 pp USD114.91 +18.9% 81 qtrs
27 LORD, ABBETT & CO. LLC 380.4K -38.6K (-9.2%) 51.99M -9.1M (-14.8%) 0.45% -0.046 pp 0.16% -0.022 pp USD129.43 +5.6% 19 qtrs
28 1832 ASSET MANAGEMENT L.P. 369.8K +363.4K (+5,655.0%) 50.55M +49.6M (+5,298.0%) 0.44% +0.434 pp 0.04% +0.038 pp USD136.50 +0.1% 3 qtrs
29 WEALTHQUEST CORP 343.4K +12.0 (+0.0%) 46.93M -3.1M (-6.2%) 0.41% +0.000 pp 3.54% -0.447 pp USD63.48 +115.3% 23 qtrs
30 ADAGE CAPITAL PARTNERS GP, L.L.C. 320.7K +320.7K (+100.0%) 43.83M +43.8M (+100.0%) 0.38% +0.383 pp 0.07% +0.066 pp USD136.68 +0.0% 1 qtrs NEW
31 ALLIANZ ASSET MANAGEMENT GMBH 309.5K -26.2K (-7.8%) 42.30M -6.6M (-13.5%) 0.37% -0.031 pp 0.04% -0.012 pp USD128.51 +6.4% 51 qtrs
32 AQR CAPITAL MANAGEMENT LLC 263.4K +45.4K (+20.8%) 36.01M +4.3M (+13.4%) 0.31% +0.054 pp 0.02% -0.002 pp USD129.64 +5.4% 87 qtrs
33 MILLENNIUM MANAGEMENT LLC 253.9K +167.8K (+194.9%) 34.71M +22.2M (+176.6%) 0.30% +0.200 pp 0.01% +0.009 pp USD138.44 -1.3% 75 qtrs
34 PROSHARE ADVISORS LLC 249.6K -28.6K (-10.3%) 34.12M -6.4M (-15.9%) 0.30% -0.034 pp 0.06% -0.025 pp USD123.56 +10.6% 75 qtrs
35 JPMORGAN CHASE & CO 237.9K -169.9K (-41.7%) 32.52M -26.9M (-45.3%) 0.28% -0.203 pp 0.00% -0.002 pp USD128.03 +6.8% 51 qtrs
36 LEGAL & GENERAL GROUP PLC 237.5K -17.2K (-6.8%) 32.46M -4.7M (-12.5%) 0.28% -0.021 pp 0.01% -0.001 pp USD106.04 +28.9% 60 qtrs
37 BANK OF AMERICA CORP /DE/ 237.4K -55.6K (-19.0%) 32.44M -10.2M (-24.0%) 0.28% -0.066 pp 0.00% -0.001 pp USD127.72 +7.0% 52 qtrs
38 AMERICAN CENTURY COMPANIES INC 208.1K +4.2K (+2.1%) 28.45M -1.3M (-4.3%) 0.25% +0.005 pp 0.01% -0.001 pp USD129.47 +5.6% 25 qtrs
39 ALYESKA INVESTMENT GROUP, L.P. 207.1K +107.1K (+107.1%) 28.31M +13.7M (+94.3%) 0.25% +0.128 pp 0.08% +0.036 pp USD141.04 -3.1% 2 qtrs
40 RHUMBLINE ADVISERS 207.0K -6.7K (-3.1%) 28.29M -2.8M (-9.1%) 0.25% -0.008 pp 0.02% -0.002 pp USD86.16 +58.6% 55 qtrs
41 MAN GROUP PLC 199.4K +826.0 (+0.4%) 27.25M -1.7M (-5.8%) 0.24% +0.001 pp 0.05% -0.004 pp USD143.14 -4.5% 32 qtrs
42 SWISS NATIONAL BANK 168.5K -24.0K (-12.5%) 23.03M -5.0M (-17.9%) 0.20% -0.029 pp 0.01% -0.003 pp USD95.78 +42.7% 51 qtrs
43 RETIREMENT SYSTEMS OF ALABAMA 162.6K -605.0 (-0.4%) 22.22M -1.6M (-6.6%) 0.19% -0.001 pp 0.07% -0.007 pp USD105.95 +29.0% 52 qtrs
44 PRINCIPAL FINANCIAL GROUP INC 153.4K -4.8K (-3.0%) 20.97M -2.1M (-9.0%) 0.18% -0.006 pp 0.01% -0.001 pp USD92.44 +47.9% 81 qtrs
45 AMUNDI 146.8K -4.3K (-2.8%) 20.06M -2.3M (-10.1%) 0.18% -0.005 pp 0.01% -0.002 pp USD130.88 +4.4% 19 qtrs
46 SUMITOMO MITSUI TRUST HOLDINGS, INC. 146.7K -4.2K (-2.8%) 20.06M -1.9M (-8.8%) 0.18% -0.005 pp 0.01% -0.001 pp USD97.17 +40.7% 35 qtrs
47 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 150.4K +6.2K (+4.3%) 20.04M -970.8K (-4.6%) 0.18% +0.007 pp 0.03% -0.002 pp USD136.45 +0.2% 5 qtrs
48 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 145.8K +1.1K (+0.8%) 19.92M -1.2M (-5.5%) 0.17% +0.001 pp 0.01% -0.001 pp USD101.35 +34.9% 57 qtrs
49 MANUFACTURERS LIFE INSURANCE COMPANY, THE 143.7K +11.1K (+8.4%) 19.64M +324.4K (+1.7%) 0.17% +0.013 pp 0.02% +0.000 pp USD112.00 +22.0% 51 qtrs
50 GOTHAM ASSET MANAGEMENT, LLC 142.7K +19.2K (+15.5%) 19.50M +1.5M (+8.3%) 0.17% +0.023 pp 0.07% -0.007 pp USD129.73 +5.4% 19 qtrs
51 LIGHTHOUSE INVESTMENT PARTNERS, LLC 137.2K +96.7K (+239.0%) 18.75M +12.9M (+218.0%) 0.16% +0.115 pp 0.56% +0.384 pp USD134.59 +1.6% 8 qtrs
52 DEUTSCHE BANK AG\ 131.6K +36.8K (+38.7%) 17.99M +4.2M (+30.1%) 0.16% +0.044 pp 0.01% +0.001 pp USD126.49 +8.1% 50 qtrs
53 JAIN GLOBAL LLC 131.6K +131.6K (+100.0%) 17.99M +18.0M (+100.0%) 0.16% +0.157 pp 0.09% +0.087 pp USD136.68 +0.0% 1 qtrs NEW
54 RMB CAPITAL MANAGEMENT, LLC 127.9K -3.2K (-2.4%) 17.48M -1.6M (-8.5%) 0.15% -0.004 pp 0.30% -0.048 pp USD100.36 +36.2% 35 qtrs
55 FIL LTD 125.0K +— (+0.0%) 17.09M -1.1M (-6.2%) 0.15% +0.000 pp 0.01% -0.002 pp USD122.18 +11.9% 14 qtrs
56 BRIDGES INVESTMENT MANAGEMENT INC 106.7K -287.0 (-0.3%) 14.58M -1.0M (-6.5%) 0.13% 0.000 pp 0.18% -0.014 pp USD134.36 +1.7% 7 qtrs
57 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 102.2K +12.9K (+14.4%) 13.97M +948.4K (+7.3%) 0.12% +0.015 pp 0.09% +0.004 pp USD122.69 +11.4% 62 qtrs
58 VIKING FUND MANAGEMENT LLC 101.0K +60.0K (+146.3%) 13.80M +7.8M (+131.1%) 0.12% +0.072 pp 1.60% +0.878 pp USD134.51 +1.6% 4 qtrs
59 BARCLAYS PLC 99.9K +36.6K (+57.7%) 13.65M +5.1M (+60.2%) 0.12% +0.044 pp 0.00% +0.001 pp USD130.45 +4.8% 51 qtrs
60 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 98.6K +18.9K (+23.7%) 13.48M +1.9M (+16.1%) 0.12% +0.023 pp 0.01% +0.001 pp USD133.72 +2.2% 10 qtrs
61 HSBC HOLDINGS PLC 97.6K +40.9K (+72.1%) 13.35M +5.1M (+61.6%) 0.12% +0.049 pp 0.01% +0.002 pp USD131.94 +3.6% 46 qtrs
62 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 95.2K +3.8K (+4.1%) 13.01M -309.2K (-2.3%) 0.11% +0.005 pp 0.01% -0.001 pp USD73.69 +85.5% 52 qtrs
63 SUSQUEHANNA INTERNATIONAL GROUP, LLP 94.5K +80.3K (+565.2%) 12.92M +10.8M (+524.0%) 0.11% +0.096 pp 0.00% +0.001 pp USD137.12 -0.3% 27 qtrs
64 ASSENAGON ASSET MANAGEMENT S.A. 93.3K +90.5K (+3,295.3%) 12.75M +12.3M (+3,084.7%) 0.11% +0.108 pp 0.02% +0.017 pp USD136.95 -0.2% 2 qtrs
65 NUVEEN, LLC 92.2K +3.2K (+3.6%) 12.61M -369.2K (-2.8%) 0.11% +0.004 pp 0.00% 0.000 pp USD131.52 +3.9% 4 qtrs
66 PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC 91.6K +29.9K (+48.4%) 12.52M +3.5M (+39.2%) 0.11% +0.036 pp 1.34% +0.336 pp USD142.77 -4.3% 2 qtrs
67 RUSSELL INVESTMENTS GROUP, LTD. 90.0K +43.2K (+92.4%) 12.35M +5.5M (+81.5%) 0.11% +0.052 pp 0.01% +0.006 pp USD128.10 +6.7% 37 qtrs
68 88.4K +88.4K (+100.0%) 12.18M +12.2M (+100.0%) 0.11% +0.105 pp 0.03% +0.035 pp USD136.68 +0.0% 1 qtrs NEW
69 CITADEL ADVISORS LLC 87.0K +70.8K (+435.7%) 11.89M +9.5M (+402.5%) 0.10% +0.085 pp 0.00% +0.001 pp USD138.37 -1.2% 48 qtrs
70 WELLINGTON MANAGEMENT GROUP LLP 84.1K -45.5K (-35.1%) 11.50M -7.4M (-39.1%) 0.10% -0.054 pp 0.00% -0.001 pp USD135.41 +0.9% 20 qtrs
71 ROYAL BANK OF CANADA 81.3K -89.2K (-52.3%) 11.11M -13.7M (-55.3%) 0.10% -0.106 pp 0.00% -0.002 pp USD121.45 +12.5% 51 qtrs
72 HUDSON BAY CAPITAL MANAGEMENT LP 76.1K +76.1K (+100.0%) 10.40M +10.4M (+100.0%) 0.09% +0.091 pp 0.03% +0.034 pp USD136.68 +0.0% 1 qtrs NEW
73 WELLS FARGO & COMPANY/MN 70.7K +23.3K (+49.2%) 9.66M +2.8M (+39.9%) 0.08% +0.028 pp 0.00% +0.000 pp USD123.93 +10.3% 57 qtrs
74 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 69.3K +— (+0.0%) 9.48M -627.0K (-6.2%) 0.08% +0.000 pp 0.02% -0.001 pp USD60.83 +124.7% 51 qtrs
75 GREAT WEST LIFE ASSURANCE CO /CAN/ 66.8K -1.0K (-1.5%) 9.12M -672.0K (-6.9%) 0.08% -0.001 pp 0.02% +0.002 pp USD121.00 +13.0% 49 qtrs
76 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 64.4K -142.0 (-0.2%) 8.69M -725.1K (-7.7%) 0.08% 0.000 pp 0.01% -0.001 pp USD121.41 +12.6% 35 qtrs
77 CAMBRIA INVESTMENT MANAGEMENT, L.P. 63.2K -9.0K (-12.5%) 8.64M -1.9M (-17.9%) 0.08% -0.011 pp 0.50% -0.099 pp USD132.84 +2.9% 16 qtrs
78 BRIDGEWATER ASSOCIATES, LP 63.1K -9.7K (-13.4%) 8.62M -2.0M (-18.7%) 0.08% -0.012 pp 0.03% -0.010 pp USD138.54 -1.3% 6 qtrs
79 MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 63.1K -2.0K (-3.0%) 8.62M -854.2K (-9.0%) 0.08% -0.002 pp 0.02% -0.006 pp USD130.81 +4.5% 7 qtrs
80 GATEWAY INVESTMENT ADVISERS LLC 62.8K +2.0 (+0.0%) 8.58M -567.2K (-6.2%) 0.07% +0.000 pp 0.08% -0.009 pp USD73.90 +85.0% 35 qtrs
81 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 60.0K +— (+0.0%) 8.20M -542.2K (-6.2%) 0.07% +0.000 pp 0.01% -0.001 pp USD58.83 +132.3% 51 qtrs
82 FIRST TRUST ADVISORS LP 59.5K -81.8K (-57.9%) 8.13M -12.5M (-60.5%) 0.07% -0.098 pp 0.01% -0.009 pp USD133.15 +2.7% 51 qtrs
83 PRICE T ROWE ASSOCIATES INC /MD/ 57.3K +2.4K (+4.5%) 7.83M -161.0K (-2.0%) 0.07% +0.003 pp 0.00% +0.000 pp USD110.85 +23.3% 75 qtrs
84 TWO SIGMA INVESTMENTS, LP 56.5K -25.6K (-31.2%) 7.72M -4.2M (-35.5%) 0.07% -0.031 pp 0.01% -0.007 pp USD126.22 +8.3% 13 qtrs
85 CITIGROUP INC 53.7K +14.4K (+36.6%) 7.34M +1.6M (+28.2%) 0.06% +0.017 pp 0.00% +0.001 pp USD123.05 +11.1% 108 qtrs
86 BNP PARIBAS ARBITRAGE, SNC 52.2K -62.7K (-54.6%) 7.14M -9.6M (-57.4%) 0.06% -0.075 pp 0.00% -0.006 pp USD137.95 -0.9% 51 qtrs
87 DANSKE BANK A/S 51.8K +2.7K (+5.5%) 7.08M -74.9K (-1.0%) 0.06% +0.003 pp 0.02% -0.001 pp USD136.18 +0.4% 8 qtrs
88 JANNEY MONTGOMERY SCOTT LLC 51.2K -509.0 (-1.0%) 6.99M -537.0K (-7.1%) 0.06% -0.001 pp 0.02% -0.002 pp USD122.81 +11.3% 14 qtrs
89 ALLWORTH FINANCIAL LP 48.6K -1.1K (-2.1%) 6.64M -594.7K (-8.2%) 0.06% -0.001 pp 0.03% -0.005 pp USD127.60 +7.1% 16 qtrs
90 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 45.3K -11.9K (-20.8%) 6.19M -2.1M (-25.7%) 0.05% -0.014 pp 0.07% -0.023 pp USD79.77 +71.3% 51 qtrs
91 QUANTINNO CAPITAL MANAGEMENT LP 44.8K +12.5K (+38.7%) 6.12M +1.4M (+30.1%) 0.05% +0.015 pp 0.01% -0.001 pp USD135.74 +0.7% 11 qtrs
92 EXODUSPOINT CAPITAL MANAGEMENT, LP 42.1K +42.1K (+100.0%) 5.76M +5.8M (+100.0%) 0.05% +0.050 pp 0.05% +0.045 pp USD136.68 +0.0% 1 qtrs NEW
93 D. E. SHAW & CO., INC. 41.7K +41.7K (+100.0%) 5.70M +5.7M (+100.0%) 0.05% +0.050 pp 0.00% +0.003 pp USD136.68 +0.0% 1 qtrs NEW
94 NORTHWEST & ETHICAL INVESTMENTS L.P. 41.6K +— (+0.0%) 5.69M -376.4K (-6.2%) 0.05% +0.000 pp 0.13% -0.015 pp USD134.93 +1.3% 8 qtrs
95 CREATIVE PLANNING 39.8K +3.0K (+8.3%) 5.44M +83.4K (+1.6%) 0.05% +0.004 pp 0.00% 0.000 pp USD128.84 +6.1% 57 qtrs
96 MACQUARIE GROUP LTD 39.1K -3.5K (-8.2%) 5.34M -864.6K (-13.9%) 0.05% -0.004 pp 0.02% +0.016 pp USD120.80 +13.1% 60 qtrs
97 GILLSON CAPITAL LP 39.0K -175.6K (-81.8%) 5.33M -25.9M (-83.0%) 0.05% -0.210 pp 0.35% -2.366 pp USD141.19 -3.2% 3 qtrs
98 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 38.9K +411.0 (+1.1%) 5.32M -292.3K (-5.2%) 0.05% +0.001 pp 0.02% -0.002 pp USD108.85 +25.6% 36 qtrs
99 APG ASSET MANAGEMENT N.V. 39.4K -2.1K (-5.1%) 4.58M -562.7K (-10.9%) 0.05% -0.003 pp 0.01% -0.001 pp USD136.26 +0.3% 35 qtrs
100 VESTOR CAPITAL, LLC 600.6K +600.0K (+100,006.8%) 82.0K -5.0K (-5.7%) 0.72% +0.716 pp 0.01% +0.000 pp USD136.67 +0.0% 21 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.38
Bearish
Ratio by volume
0.07
Bearish
Buys
3
Sells
8
Shares acquired
864.00
Shares disposed
13.1K
Cash buys
Cash sales
Net activity
-12,270
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-02-27 Hertzman Brian S. Officer S-Sale D Common Stock 1,663 133.70 222.3K 12,073 D
2026-02-26 Weiss Mark A Officer A-Award A Common Stock 3,012 0.00 11,727 D
2026-02-26 Thompson David Lawrence Jr Director / Officer A-Award A Common Stock 4,706 0.00 594,948 I
2026-02-26 Lindner Stephen Craig Jr Director A-Award A Common Stock 3,389 0.00 329,163 I
2026-02-26 LINDNER S CRAIG Director / Officer A-Award A Common Stock 11,294 0.00 2,868,715 I
2026-02-26 LINDNER CARL H III Director / Officer A-Award A Common Stock 11,294 0.00 3,150,068 I
2026-02-26 Hertzman Brian S. Officer A-Award A Common Stock 3,163 0.00 13,736 D
2026-02-26 Gillis Michelle A Officer A-Award A Common Stock 3,012 0.00 15,382 D
2026-02-26 BERDING JOHN B Director / Officer A-Award A Common Stock 8,847 0.00 77,616 D
2026-02-23 Weiss Mark A Officer F-InKind D Common Stock 658 129.85 85.4K 8,715 D
2026-02-23 Thompson David Lawrence Jr Director / Officer F-InKind D Common Stock 1,098 129.85 142.6K 590,242 I
2026-02-23 Lindner Stephen Craig Jr Director F-InKind D Common Stock 761 129.85 98.8K 325,774 I
2026-02-23 LINDNER S CRAIG Director / Officer F-InKind D Common Stock 3,300 129.85 428.5K 2,857,421 I
2026-02-23 LINDNER CARL H III Director / Officer F-InKind D Common Stock 3,810 129.85 494.7K 3,138,774 I
2026-02-23 Gillis Michelle A Officer F-InKind D Common Stock 730 129.85 94.8K 12,370 D
2026-02-23 BERDING JOHN B Director / Officer F-InKind D Common Stock 2,050 129.85 266.2K 68,769 D
2026-02-22 Hertzman Brian S. Officer F-InKind D Common Stock 727 129.85 94.4K 10,573 D
2026-01-28 Lindner Stephen Craig Jr Director G-Gift A Common Stock 276 0.00 326,535 I
2025-12-31 LINDNER S CRAIG Director / Officer Common Stock 0 0.00 134,044 I
2025-12-31 JOSEPH GREGORY G Director Common Stock 0 0.00 334 I
2025-12-31 Hertzman Brian S. Officer Common Stock 0 0.00 1,854 I
2025-12-31 BERDING JOHN B Director / Officer Common Stock 0 0.00 5,153 I
2025-12-29 Gillis Michelle A Officer G-Gift D Common Stock 542 0.00 11,454 I
2025-12-18 Thompson David Lawrence Jr Officer G-Gift D Common Stock 828 0.00 591,340 I
2025-12-18 Lindner Stephen Craig Jr Director G-Gift D Common Stock 44 0.00 326,388 I
2025-12-16 LINDNER CARL H III Director / Officer G-Gift D Common Stock 403 0.00 3,142,584 I
2025-12-15 Lindner Stephen Craig Jr Director G-Gift A Common Stock 276 0.00 10,180 I
2025-12-15 LINDNER S CRAIG Director / Officer G-Gift D Common Stock 3,342 0.00 2,860,721 I
2025-12-09 LINDNER CARL H III Director / Officer G-Gift D Common Stock 37,424 0.00 3,142,987 I
2025-12-03 Lindner Stephen Craig Jr Director G-Gift A Common Stock 574 0.00 52,351 I
2025-11-07 Hertzman Brian S. Officer S-Sale D Common Stock 1,777 142.51 253.2K 11,300 D
2025-09-03 Murray Amy Y Director S-Sale D Common Stock 920 136.63 125.7K 2,651 D
2025-09-02 Weiss Mark A Officer G-Gift D Common Stock 467 0.00 8,700 I
2025-08-21 Lindner Stephen Craig Jr Director S-Sale D Common Stock 10,000 134.31 1.34M 326,730 I
2025-08-04 LINDNER S CRAIG Director / Officer G-Gift A Common Stock 108,743 0.00 2,864,063 I
2025-08-04 LINDNER CARL H III Director / Officer G-Gift A Common Stock 108,743 0.00 3,180,411 I
2025-06-24 Weiss Mark A Officer G-Gift D Common Stock 200 0.00 9,167 I
2025-06-01 VON LEHMAN JOHN I Director A-Award A Common Stock 1,383 0.00 12,463 D
2025-06-01 VERITY WILLIAM W Director A-Award A Common Stock 1,383 0.00 13,119 D
2025-06-01 Nwankwo Evans N Director A-Award A Common Stock 1,383 0.00 6,347 D
2025-06-01 Newport Roger K Director A-Award A Common Stock 1,383 0.00 3,662 D
2025-06-01 Murray Amy Y Director A-Award A Common Stock 1,383 0.00 3,571 D
2025-06-01 Martin Mary Beth Director A-Award A Common Stock 1,383 0.00 10,194 D
2025-06-01 JOSEPH GREGORY G Director A-Award A Common Stock 1,383 0.00 47,293 D
2025-03-18 VON LEHMAN JOHN I Director S-Sale D Common Stock 2,542 125.67 319.4K 11,080 D
2025-02-24 LINDNER S CRAIG Director / Officer I-Discretionary A Common Stock 16,639 120.20 2.00M 112,936 I
2025-02-23 Weiss Mark A Officer F-InKind D Common Stock 749 120.17 90.0K 10,134 D
2025-02-23 Thompson David Lawrence Jr Officer F-InKind D Common Stock 965 120.17 116.0K 591,223 I
2025-02-23 Lindner Stephen Craig Jr Director F-InKind D Common Stock 809 120.17 97.2K 336,730 I
2025-02-23 LINDNER S CRAIG Director / Officer F-InKind D Common Stock 4,685 120.17 563.0K 2,755,320 I
2025-02-23 LINDNER CARL H III Director / Officer F-InKind D Common Stock 4,979 120,165.00 598.30M 3,071,668 I
2025-02-23 Hertzman Brian S. Officer F-InKind D Common Stock 788 120.17 94.7K 13,077 D
2025-02-23 Gillis Michelle A Officer F-InKind D Common Stock 885 120.17 106.3K 13,100 D
2025-02-23 BERDING JOHN B Director / Officer F-InKind D Common Stock 2,619 120.17 314.7K 70,819 D
2025-02-21 BERDING JOHN B Director / Officer I-Discretionary A Common Stock 2,474 119.82 296.4K 49,611 I
2025-02-20 JOSEPH GREGORY G Director P-Purchase A Common Stock 3,000 121.00 363.0K 57,477 I
2025-02-19 Weiss Mark A Officer A-Award A Common Stock 3,282 0.00 11,754 D
2025-02-19 Thompson David Lawrence Jr Officer A-Award A Common Stock 4,923 0.00 592,188 I
2025-02-19 Lindner Stephen Craig Jr Director Common Stock 0 0.00 51,777 I
2025-02-19 LINDNER S CRAIG Director / Officer A-Award A Common Stock 12,306 0.00 2,760,005 I
2025-02-19 LINDNER CARL H III Director / Officer A-Award A Common Stock 12,306 0.00 3,076,647 I
2025-02-19 Hertzman Brian S. Officer A-Award A Common Stock 3,282 0.00 13,865 D
2025-02-19 Gillis Michelle A Officer A-Award A Common Stock 3,282 0.00 13,985 D
2025-02-19 BERDING JOHN B Director / Officer A-Award A Common Stock 9,640 0.00 73,438 D
2024-12-31 Weiss Mark A Officer Common Stock 0 0.00 8,472 D
2024-12-31 LINDNER S CRAIG Director / Officer Common Stock 0 0.00 3,000 I
2024-12-31 Hertzman Brian S. Officer Common Stock 0 0.00 66 I
2024-12-31 Gillis Michelle A Officer Common Stock 0 0.00 11 I
2024-12-31 BERDING JOHN B Director / Officer Common Stock 0 0.00 1,045 I
2024-12-26 Thompson David Lawrence Jr Officer G-Gift D Common Stock 295 0.00 587,167 I
2024-12-20 LINDNER CARL H III Director / Officer G-Gift D Common Stock 1,390 0.00 3,064,341 I
2024-12-16 LINDNER S CRAIG Director / Officer G-Gift D Common Stock 10,235 0.00 2,747,699 I
2024-11-07 Thompson David Lawrence Jr Officer G-Gift D Common Stock 7,412 0.00 587,031 I
2024-11-07 LINDNER CARL H III Director / Officer G-Gift D Common Stock 400,000 0.00 525,043 I
2024-06-28 Murray Amy Y Director P-Purchase A Common Stock 1,200 125.17 150.2K 1,200
2024-06-03 VON LEHMAN JOHN I Director A-Award A Common Stock 1,279 0.00 13,622
2024-06-03 VERITY WILLIAM W Director A-Award A Common Stock 1,279 0.00 11,736
2024-06-03 Nwankwo Evans N Director A-Award A Common Stock 1,279 0.00 4,964
2024-06-03 Newport Roger K Director A-Award A Common Stock 1,279 0.00 2,279
2024-06-03 Murray Amy Y Director A-Award A Common Stock 1,279 0.00 2,188
2024-06-03 Martin Mary Beth Director A-Award A Common Stock 1,279 0.00 8,811
2024-06-03 JOSEPH GREGORY G Director A-Award A Common Stock 1,279 0.00 45,910
2024-06-03 Evans James E Director A-Award A Common Stock 1,279 0.00 106,581
2024-04-25 JOSEPH GREGORY G Director G-Gift A Common Stock 280 0.00 638
2024-03-22 LINDNER CARL H III Director / Officer G-Gift D Common Stock 23 0.00 3,065,731
2024-03-12 Evans James E Director S-Sale D Common Stock 2,274 128.64 292.5K 105,302
2024-03-01 Gillis Michelle A Officer S-Sale D Common Stock 2,053 126.81 260.3K 48,554
2024-02-28 Weiss Mark A Officer S-Sale D Common Stock 2,438 127.05 309.7K 7,615
2024-02-28 Hertzman Brian S. Officer S-Sale D Common Stock 1,067 126.95 135.5K 10,583
2024-02-27 Weiss Mark A Officer A-Award A Common Stock 3,011 0.00 9,415
2024-02-27 Thompson David Lawrence Jr Officer A-Award A Common Stock 4,753 0.00 493,906
2024-02-27 Newport Roger K Director D Common Stock 0 0.00 1,000
2024-02-27 LINDNER S CRAIG Director / Officer A-Award A Common Stock 11,882 0.00 2,757,934
2024-02-27 LINDNER CARL H III Director / Officer A-Award A Common Stock 11,882 0.00 3,116,648
2024-02-27 Hertzman Brian S. Officer A-Award A Common Stock 3,169 0.00 11,650
2024-02-27 Gillis Michelle A Officer A-Award A Common Stock 3,011 0.00 50,607
2024-02-27 BERDING JOHN B Director / Officer A-Award A Common Stock 8,912 0.00 63,798
2024-02-25 Weiss Mark A Officer F-InKind D Common Stock 784 126.63 99.3K 7,557
2024-02-25 Thompson David Lawrence Jr Officer F-InKind D Common Stock 796 126.63 100.8K 489,153
2024-02-25 LINDNER S CRAIG Director / Officer F-InKind D Common Stock 6,062 126.63 767.6K 2,746,052
2024-02-25 LINDNER CARL H III Director / Officer F-InKind D Common Stock 6,392 126.63 809.4K 3,104,766
2024-02-25 Hertzman Brian S. Officer F-InKind D Common Stock 468 126.63 59.3K 8,481
2024-02-25 Gillis Michelle A Officer F-InKind D Common Stock 1,017 126.63 128.8K 47,596
2024-02-25 BERDING JOHN B Director / Officer F-InKind D Common Stock 3,076 126.63 389.5K 54,886
2024-02-22 VON LEHMAN JOHN I Director S-Sale D Common Stock 1,773 125.48 222.5K 12,343
2024-02-14 Thompson David Lawrence Jr Officer G-Gift A Common Stock 100,000 0.00 489,949
2024-02-14 LINDNER CARL H III Director / Officer G-Gift D Common Stock 400,000 0.00 925,043
2024-02-09 Gillis Michelle A Officer M-Exempt D Stock Option Exercise 3,241 41.15 133.4K 0
2024-02-08 Gillis Michelle A Officer M-Exempt D Stock Option Exercise 5,176 41.15 213.0K 3,241
2023-12-31 LINDNER S CRAIG Director / Officer I Common Stock 0 0.00 3,000
2023-12-31 Hertzman Brian S. Officer I Common Stock 0 0.00 59
2023-12-31 BERDING JOHN B Director / Officer I Common Stock 0 0.00 1,045
2023-12-28 JOSEPH GREGORY G Director G-Gift A Common Stock 210 0.00 210
2023-12-27 Murray Amy Y Director S-Sale D Common Stock 850 118.15 100.4K 909
2023-12-27 LINDNER CARL H III Director / Officer G-Gift D Common Stock 50,558 0.00 3,065,754
2023-12-27 Gillis Michelle A Officer G-Gift D Common Stock 1,260 0.00 45,372
2023-12-20 VERITY WILLIAM W Director S-Sale D Common Stock 2,274 120.26 273.5K 10,457
2023-12-18 LINDNER CARL H III Director / Officer G-Gift D Common Stock 336 0.00 3,116,312
2023-12-15 Murray Amy Y Director S-Sale D Common Stock 415 118.96 49.4K 1,759
2023-12-15 LINDNER S CRAIG Director / Officer G-Gift D Common Stock 11,777 0.00 2,751,962
2023-12-14 Thompson David Lawrence Jr Officer G-Gift D Common Stock 840 0.00 389,870
2023-11-13 BERDING JOHN B Director / Officer I-Discretionary A Common Stock 1,171 107.94 126.3K 43,288
2023-09-11 BERDING JOHN B Director / Officer I-Discretionary A Common Stock 4,287 108.81 466.4K 41,840
2023-09-08 BERDING JOHN B Director / Officer I-Discretionary A Common Stock 4,543 110.01 499.8K 37,542
2023-08-04 LINDNER S CRAIG Director / Officer I-Discretionary A Common Stock 35,813 111.32 3.99M 87,752
2023-08-04 BERDING JOHN B Director / Officer I-Discretionary A Common Stock 5,308 111.32 590.8K 32,969
2023-06-26 BERDING JOHN B Director / Officer A-Award A Common Stock 17,114 0.00 57,962
2023-06-12 JACOBS TERRY S Director S-Sale D Common Stock 761 115.84 88.2K 7,500
2023-06-08 VON LEHMAN JOHN I Director S-Sale D Common Stock 1,479 117.39 173.6K 14,116
2023-06-01 VON LEHMAN JOHN I Director A-Award A Common Stock 1,411 0.00 15,595
2023-06-01 VERITY WILLIAM W Director A-Award A Common Stock 1,411 0.00 12,731
2023-06-01 Nwankwo Evans N Director A-Award A Common Stock 1,411 0.00 3,685
2023-06-01 Murray Amy Y Director A-Award A Common Stock 1,411 0.00 2,174
2023-06-01 Martin Mary Beth Director A-Award A Common Stock 1,411 0.00 7,532
2023-06-01 JOSEPH GREGORY G Director A-Award A Common Stock 1,411 0.00 44,631
2023-06-01 JACOBS TERRY S Director A-Award A Common Stock 1,411 0.00 8,261
2023-06-01 Evans James E Director A-Award A Common Stock 1,411 0.00 107,486
2023-05-19 Peraino Vito C Officer G-Gift D Common Stock 4,275 0.00 81,050
2023-03-20 LINDNER CARL H III Director / Officer G-Gift D Common Stock 42 0.00 3,111,158
2023-03-13 JOSEPH GREGORY G Director G-Gift A Common Stock 280 0.00 43,220
2023-03-02 Hertzman Brian S. Officer S-Sale D Common Stock 1,080 135.20 146.0K 8,949
2023-02-26 Weiss Mark A Officer F-InKind D Common Stock 513 131.36 67.4K 8,341
2023-02-26 Thompson David Lawrence Jr Officer F-InKind D Common Stock 784 131.36 103.0K 389,992
2023-02-26 Peraino Vito C Officer F-InKind D Common Stock 1,813 131.36 238.2K 85,325
2023-02-26 LINDNER S CRAIG Director / Officer F-InKind D Common Stock 4,843 131.36 636.2K 2,521,822
2023-02-26 LINDNER CARL H III Director / Officer F-InKind D Common Stock 5,644 131.36 741.4K 2,871,283
2023-02-26 BERDING JOHN B Director / Officer F-InKind D Common Stock 3,747 131.36 492.2K 40,848
2023-02-22 Weiss Mark A Officer A-Award A Common Stock 2,422 0.00 8,854
2023-02-22 Thompson David Lawrence Jr Officer A-Award A Common Stock 3,783 0.00 390,756
2023-02-22 LINDNER S CRAIG Director / Officer A-Award A Common Stock 11,349 0.00 2,526,665
2023-02-22 LINDNER CARL H III Director / Officer A-Award A Common Stock 11,349 0.00 2,876,927
2023-02-22 Hertzman Brian S. Officer A-Award A Common Stock 2,422 0.00 10,514
2023-02-22 Gillis Michelle A Officer A-Award A Common Stock 2,422 0.00 47,610
2023-02-22 BERDING JOHN B Director / Officer A-Award A Common Stock 8,512 0.00 44,595
2023-02-10 BERDING JOHN B Director / Officer M-Exempt A Common Stock 5,417 41.15 222.9K 41,500
2023-02-06 LINDNER S CRAIG Director / Officer G-Gift A Common Stock 239,917 0.00 2,761,739
2023-02-06 LINDNER CARL H III Director / Officer G-Gift A Common Stock 239,917 0.00 3,111,200
2023-02-02 Hertzman Brian S. Officer F-InKind D Common Stock 485 131.36 63.7K 10,029
2023-02-02 Gillis Michelle A Officer F-InKind D Common Stock 978 131.36 128.5K 46,632
2022-12-31 Thompson David Lawrence Jr Officer I Common Stock 0 0.00 357,044
2022-12-31 LINDNER S CRAIG Director / Officer I Common Stock 0 0.00 49,691
2022-12-31 LINDNER CARL H III Director / Officer I Common Stock 0 0.00 1,325,043
2022-12-31 JOSEPH GREGORY G Director I Common Stock 0 0.00 3,000
2022-12-31 Hertzman Brian S. Officer I Common Stock 0 0.00 3,290
2022-12-31 EVANS JAMES E Director I Common Stock 0 0.00 2,672
2022-12-31 BERDING JOHN B Director / Officer I Common Stock 0 0.00 4,559
2022-12-09 Murray Amy Y Director S-Sale A Common Stock 380 136.48 51.9K 763
2022-12-01 Weiss Mark A Officer I Common Stock 0 0.00 8,900
2022-11-29 Peraino Vito C Officer G-Gift D Common Stock 1,267 0.00 87,138
2022-11-08 BERDING JOHN B Officer M-Exempt A Common Stock 4,000 41.15 164.6K 40,083
2022-11-07 BERDING JOHN B Officer M-Exempt A Common Stock 12,000 41.15 493.8K 48,083
2022-11-04 Gillis Michelle A Officer S-Sale D Common Stock 2,626 145.52 382.1K 45,188
2022-11-04 BERDING JOHN B Director / Officer M-Exempt D Stock Option Exercise 7,000 41.15 288.1K 21,417
2022-09-20 Peraino Vito C Officer G-Gift D Common Stock 80 0.00 88,405
2022-09-15 Peraino Vito C Officer G-Gift D Common Stock 80 0.00 88,485
2022-08-10 Peraino Vito C Officer M-Exempt D Stock Option Exercise 2,417 0.00 0
2022-06-27 Gillis Michelle A Officer M-Exempt A Common Stock 1,862 53.66 99.9K 47,814
2022-06-02 JACOBS TERRY S Director S-Sale D Common Stock 293 140.03 41.0K 6,850
2022-06-01 VON LEHMAN JOHN I Director A-Award A Common Stock 1,143 0.00 14,184
2022-06-01 VERITY WILLIAM W Director A-Award A Common Stock 1,143 0.00 11,320
2022-06-01 Nwankwo Evans N Director A-Award A Common Stock 1,143 0.00 2,274
2022-06-01 Murray Amy Y Director A-Award A Common Stock 1,143 0.00 1,143
2022-06-01 Martin Mary Beth Director A-Award A Common Stock 1,143 0.00 6,121
2022-06-01 JOSEPH GREGORY G Director A-Award A Common Stock 1,143 0.00 42,940
2022-06-01 JACOBS TERRY S Director A-Award A Common Stock 1,143 0.00 7,143
2022-04-19 EVANS JAMES E Director J-Other A Common Stock 7,554 0.00 108,692
2022-04-13 LINDNER S CRAIG Director / Officer G-Gift D Common Stock 2,000 0.00 2,199,960
2022-03-28 LINDNER S CRAIG Director / Officer G-Gift A Common Stock 499,220 0.00 2,201,960
2022-03-28 LINDNER CARL H III Director / Officer G-Gift A Common Stock 499,220 0.00 2,503,791
2022-02-23 Hertzman Brian S. Officer S-Sale D Common Stock 903 134.21 121.2K 8,055
2022-02-22 Thompson David Lawrence Jr Officer A-Award A Common Stock 3,734 0.00 382,888
2022-02-22 LINDNER S CRAIG Director / Officer A-Award A Common Stock 11,200 0.00 1,702,740
2022-02-22 LINDNER CARL H III Director / Officer A-Award A Common Stock 11,200 0.00 2,004,571
2022-02-22 Hertzman Brian S. Officer A-Award A Common Stock 2,390 0.00 8,958
2022-02-22 Gillis Michelle A Officer A-Award A Common Stock 2,390 0.00 43,435
2022-02-22 BERDING JOHN B Director / Officer A-Award A Common Stock 7,093 0.00 41,828
2022-02-21 Thompson David Lawrence Jr Officer F-InKind D Common Stock 583 135.37 78.9K 379,154
2022-02-21 Peraino Vito C Officer F-InKind D Common Stock 1,597 135.37 216.2K 79,806
2022-02-21 LINDNER S CRAIG Director / Officer F-InKind D Common Stock 4,162 135.37 563.4K 1,691,540
2022-02-21 LINDNER CARL H III Director / Officer F-InKind D Common Stock 4,862 135.37 658.2K 1,993,371

Executive team

Top executives
EBIT / Employee
132.5K
Shares Outstanding
83.09M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2004 S. Craig Lindner (b) Co-President 990.0K 1.29M 55.0K 31.4K 2.31M 2.38%
2 2004 Carl H. Lindner III (b) Co-President 990.0K 1.29M 55.0K 31.4K 2.31M 2.38%
3 2004 James E. Evans Senior Vice President and General Counsel 990.0K 750.0K 50.0K 34.4K 1.77M 2.82%
4 2004 Fred J. Runk Senior Vice President and Treasurer (retired March 31, 2005) 700.0K 350.0K 35.0K 32.8K 1.08M 3.23%
5 2004 Carl H. Lindner (a) (b) Chairman of the Board and Chief Executive Officer (during 2004) 990.0K 41.3K 1.03M 0.00%
6 2003 S. Craig Lindner (b) Co-President 990.0K 425.0K 55.0K 31.0K 1.45M 3.80%
7 2003 Carl H. Lindner III (b) Co-President 990.0K 425.0K 55.0K 31.0K 1.45M 3.80%
8 2003 Carl H. Lindner (a) (b) Chairman of the Board and Chief Executive Officer (during 2004) 990.0K 425.0K 26.5K 1.44M 0.00%
9 2003 James E. Evans Senior Vice President and General Counsel 990.0K 400.0K 50.0K 31.0K 1.42M 3.52%
10 2003 Fred J. Runk Senior Vice President and Treasurer (retired March 31, 2005) 700.0K 285.0K 35.0K 27.0K 1.01M 3.46%
11 2002 S. Craig Lindner (b) Co-President 990.0K 950.0K 55.0K 31.0K 1.97M 2.79%
12 2002 Carl H. Lindner III (b) Co-President 990.0K 950.0K 55.0K 31.0K 1.97M 2.79%
13 2002 Carl H. Lindner (a) (b) Chairman of the Board and Chief Executive Officer (during 2004) 990.0K 950.0K 26.5K 1.97M 0.00%
14 2002 James E. Evans Senior Vice President and General Counsel 990.0K 750.0K 50.0K 31.0K 1.77M 2.82%
15 2002 Fred J. Runk Senior Vice President and Treasurer (retired March 31, 2005) 700.0K 300.0K 35.0K 27.0K 1.03M 3.41%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-03 DEFA14A
2026-04-03 DEF 14A
2025-04-04 DEFA14A
2025-04-04 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 10-Q
2026-04-30 8-K
2026-04-15 SC 13D/A
2026-04-15 SC 13D/A
2026-04-03 DEFA14A
2026-04-03 DEF 14A
2026-04-03 ARS
2026-03-26 SC 13G/A
2026-03-02 4
2026-03-02 4

Executive team

NameTitleCompensationGender
Carl Henry Lindner Co-CEO & Director 10M male
Stephen Craig Lindner Co-CEO & Director 10M male
John Bernard Berding President & Director 6M male
David Lawrence Thompson Jr. President & Chief Operating Officer of Property and Casualty Insurance Group and Director 2M male
Brian S. Hertzman Senior Vice President & Chief Financial Officer 1M male
Mark Andrew Weiss Senior Vice President, General Counsel & Chief Compliance Officer 1M male
Michelle Ann Gillis SPHR Senior Vice President, Chief Human Resources Officer & Chief Administrative Officer 870.8K female
Christopher Patrick Miliano Executive Vice President & Chief Financial Officer of Annuity Operations male
Michael Eugene Sullivan Jr. Executive Vice President of Property & Casualty Operations male
Michael James Prager Executive Vice President & Chief Actuary of Annuity Operations male
John R. Rogers Chief Information Security Officer & Vice President male
Diane Weidner Vice President of Investor & Media Relations female
ESG Rating
C+
INSURANCE - PROPERTY & CASUALTY
2007
E (Environmental)
43.5 / 49.4
Company / Sector avg.
S (Social)
56.8 / 57.3
Company / Sector avg.
G (Governance)
49.9 / 59.8
Company / Sector avg.
ESG Total
50.1 / 55.5
Company / Sector avg.
ESG Score History INSURANCE - PROPERTY & CASUALTY
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-02-24 2026-01-13 Julia Letlow LA05 Sale (Full) $1,001 - $15,000
2024-11-19 2026-01-13 Julia Letlow LA05 Purchase $1,001 - $15,000
2022-02-09 2022-02-28 Diana Harshbarger TN01 Spouse Sale $1,001 - $15,000
2022-01-27 2022-02-28 Diana Harshbarger TN01 Sale $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits