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Bowhead Specialty Holdings Inc. (BOW)

USD30.52 -0.32 (-1.04%)
US NYSE Financial Services Insurance - Property & Casualty
Address 1411 Broadway 10018
New York City, NY, US
CEO Stephen Jay Sills
IPO 2008-08-28
CIK 2002473 ISIN US10240L1026

Explore sections of this company profile

Description

Operating across the United States, Bowhead Specialty Holdings Inc. delivers a range of specialized property and casualty insurance products. The company, established in New York in 2020, provides diverse coverage, encompassing: casualty insurance specifically designed for sectors such as construction, distribution, heavy manufacturing, real estate, and hospitality; professional liability protection for financial institutions, both private and public company directors and officers, errors and omissions, and cyber-related exposures; and healthcare-specific solutions tailored for hospitals, senior care providers, managed care organizations, various medical facilities, and healthcare management liability. These offerings are disseminated through a network of wholesale and retail distribution partners. Known as Bowhead Holdings Inc. until its renaming in March 2024, the entity functions as a subsidiary of Bowhead Insurance Holdings LP.

News Sentiment (7d)
78 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

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
USD30.52 -0.32 (-1.04%)
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Volume Profile
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Liquidity & share structure
Average Volume
202.9K
Beta
-0.01
Float Shares
31.13M
Free Float %
94.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.04% +12.78% +16.75% +13.29% +4.19% -2.31% -27.83% +17.14% +17.14% +17.14% +17.14%
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

From To

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 (7 ratings, all time) Buy
Price Targets & DCF
Current price
30.52
Low 27.00 -11.5%
Consensus 30.67 +0.5%
Median 32.00 +4.8%
High 33.00 +8.1%
DCF (Unlevered) 119.87 +292.8%
DCF (Levered) 726.05 +2,278.9%

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) 71% Bullish
Rating 2026-05 Change
Strong Buy 4 0
Buy 1 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
27.00
-11.5%
Last Quarter 1
27.00
-11.5%
Last Year 7
32.14
+5.3%
All Time 10
33.30
+9.1%
Quality scores
Altman Z-Score
1.48
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Insurance - Property & Casualty: +14.1%
    +29.6% Q1'26: +26.1% (vs Q1'25)
  • EPS growth Insurance - Property & Casualty: +27.5%
    +23.3% Q1'26: +41.2% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Property & Casualty: +25.6%
    +59.0% Q1'26: +41.4% (vs Q1'25)
  • EBIT margin Insurance - Property & Casualty: +16.3%
    +12.6% Q1'26: +13.3% (vs Q1'25)
  • ROIC Insurance - Property & Casualty: +7.9%
    Q1'26: -5.3% (vs Q1'25)
  • Share dilution Insurance - Property & Casualty: +0.4%
    +13.4% Q1'26: -1.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Property & Casualty: -0.10×
    0.00× Q1'26: 0.00× (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 (-0.16) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 117.88 Current price: 30.52
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 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
4 EPS Ana.
Dec 2027
3 Rev. Ana.
4 EPS Ana.
Dec 2028
1 Rev. Ana.
3 EPS Ana.
Dec 2029
1 Rev. Ana.
2 EPS Ana.
Revenue
283.42M
est: 315.02M (-10.0%)
425.59M
est: 688.11M (-38.2%)
551.54M
est: 855.38M (-35.5%)
1.04B
1.03B – 1.05B
+21.4% YoY
1.21B
1.19B – 1.24B
+16.5% YoY
924.09M
924.09M – 924.09M
-23.7% YoY
738.28M
713.31M – 759.98M
-20.1% YoY
EBITDA
34.38M
est: 60.22M (-42.9%)
55.13M
est: 136.61M (-59.6%)
71.09M
est: 169.81M (-58.1%)
206.19M
204.72M – 209.10M
+21.4% YoY
240.29M
236.76M – 246.05M
+16.5% YoY
183.45M
183.45M – 183.45M
-23.7% YoY
146.57M
141.61M – 150.87M
-20.1% YoY
EBIT
32.12M
est: 61.63M (-47.9%)
51.26M
est: 134.63M (-61.9%)
69.31M
est: 167.35M (-58.6%)
203.21M
201.75M – 206.07M
+21.4% YoY
236.81M
233.33M – 242.48M
+16.5% YoY
180.80M
180.80M – 180.80M
-23.7% YoY
144.44M
139.56M – 148.69M
-20.1% YoY
Net Income
25.05M
est: 37.26M (-32.8%)
38.24M
est: 44.53M (-14.1%)
53.79M
est: 54.37M (-1.1%)
67.07M
64.21M – 67.24M
+23.4% YoY
82.09M
75.04M – 85.47M
+22.4% YoY
87.49M
83.65M – 90.83M
+6.6% YoY
110.38M
105.52M – 114.59M
+26.2% YoY
SGA
— – —
— – —
— – —
— – —
EPS
0.79
est: 1.13 (-29.9%)
1.31
est: 1.32 (-1.0%)
1.64
est: 1.63 (+0.9%)
1.95
1.91 – 2.00
+19.8% YoY
2.37
2.23 – 2.54
+21.6% YoY
2.60
2.49 – 2.70
+9.7% YoY
3.28
3.14 – 3.41
+26.2% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B- 2/5 1/5 4/5 4/5 1/5 2/5 2/5
2026-05-08 B- 3/5 1/5 4/5 5/5 1/5 2/5 2/5
2026-05-07 B- 3/5 1/5 4/5 5/5 1/5 2/5 2/5
2026-05-06 B- 3/5 1/5 4/5 5/5 1/5 2/5 2/5
2026-05-05 B- 3/5 1/5 4/5 5/5 1/5 2/5 2/5
2026-05-04 B- 2/5 1/5 4/5 5/5 1/5 2/5 1/5
2026-05-01 B- 2/5 1/5 4/5 5/5 1/5 2/5 1/5
2026-04-30 B- 2/5 1/5 4/5 5/5 1/5 2/5 1/5
2026-04-29 B- 2/5 1/5 4/5 5/5 1/5 2/5 1/5
2026-04-28 B- 2/5 1/5 4/5 5/5 1/5 2/5 1/5
2026-04-27 B- 3/5 1/5 4/5 5/5 1/5 2/5 2/5
2026-04-24 B- 3/5 1/5 4/5 5/5 1/5 2/5 2/5
2026-04-23 B- 3/5 1/5 4/5 5/5 1/5 2/5 2/5
2026-04-22 B- 3/5 1/5 4/5 5/5 1/5 2/5 2/5
2026-04-21 B- 3/5 1/5 4/5 5/5 1/5 2/5 2/5
2026-04-20 B- 3/5 1/5 4/5 5/5 1/5 2/5 2/5
2026-04-17 B- 3/5 1/5 4/5 5/5 1/5 2/5 2/5
2026-04-16 B- 3/5 1/5 4/5 5/5 1/5 2/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
344.58M
OE per share TTM
10.23
Owner's Yield
37.67%
Maintenance CapEx ratio
3.62%
Maint CapEx / Avg PPE
2.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
30
Total invested
19.32M
Insider transactions (90d)
7
Beneficial owners (>5%)
5
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 GPC Partners GP LLC 14.15M 43.30% 14.15M 14.15M OO Delaware 2024-10-29
2 GPC Partners Investments (SPV III) LP 14.15M 43.30% 14.15M 14.15M PN Delaware 2024-10-29
3 Gallatin Point Capital LLC 14.15M 43.30% 14.15M 14.15M OO Delaware 2024-10-29
4 Lewis A. (Lee) Sachs 14.15M 43.30% 14.15M 14.15M IN Delaware 2024-10-29
5 Matthew B. Botein 14.15M 43.30% 14.15M 14.15M IN Delaware 2024-10-29

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
30
-133 vs prev Q
New positions
3
Closed positions
136
Increased
8
Reduced
13
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 GALLATIN POINT CAPITAL LLC 8.97M +— (+0.0%) 255.96M +13.5M (+5.5%) 27.36% -0.050 pp 87.29% -0.885 pp USD35.52 -19.7% 5 qtrs
2 AMERICAN FAMILY INVESTMENTS, INC. 4.70M +— (+0.0%) 134.16M +7.1M (+5.5%) 14.34% -0.026 pp 4.83% -1.833 pp USD25.90 +10.2% 7 qtrs
3 AMERICAN CENTURY COMPANIES INC 1.83M +415.1K (+29.4%) 52.16M +14.0M (+36.6%) 5.57% +1.258 pp 0.03% +0.007 pp USD26.77 +6.6% 7 qtrs
4 VICTORY CAPITAL MANAGEMENT INC 1.56M +39.0K (+2.6%) 44.65M +3.4M (+8.2%) 4.77% +0.111 pp 0.03% +0.001 pp USD29.59 -3.5% 7 qtrs
5 BLACKROCK, INC. 1.48M +298.2K (+25.2%) 42.31M +10.3M (+32.1%) 4.52% +0.903 pp 0.00% +0.000 pp USD31.51 -9.4% 6 qtrs
6 VANGUARD GROUP INC 1.41M -97.3K (-6.5%) 40.23M -517.8K (-1.3%) 4.30% -0.305 pp 0.00% +0.000 pp USD31.92 -10.6% 7 qtrs
7 POLAR CAPITAL HOLDINGS PLC 1.23M +535.1K (+77.6%) 34.96M +16.3M (+87.4%) 3.74% +1.628 pp 0.14% +0.045 pp USD30.37 -6.0% 7 qtrs
8 WASATCH ADVISORS LP 721.8K +113.8K (+18.7%) 20.60M +4.2M (+25.3%) 2.20% +0.344 pp 0.12% +0.034 pp USD30.59 -6.7% 7 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 466.0K +28.7K (+6.6%) 13.30M +1.5M (+12.5%) 1.42% +0.085 pp 0.00% +0.000 pp USD30.24 -5.6% 6 qtrs
10 MORGAN STANLEY 440.5K -123.5K (-21.9%) 12.57M -2.7M (-17.6%) 1.34% -0.380 pp 0.00% 0.000 pp USD32.30 -11.6% 7 qtrs
11 GILLSON CAPITAL LP 396.5K +396.5K (+100.0%) 11.32M +11.3M (+100.0%) 1.21% +1.210 pp 0.74% +0.741 pp USD28.54 +0.0% 1 qtrs NEW
12 STATE STREET CORP 378.9K +46.8K (+14.1%) 10.81M +1.8M (+20.4%) 1.16% +0.141 pp 0.00% +0.000 pp USD34.29 -16.8% 6 qtrs
13 TWO SIGMA INVESTMENTS, LP 334.0K -91.8K (-21.6%) 9.53M -2.0M (-17.2%) 1.02% -0.282 pp 0.01% -0.004 pp USD33.14 -13.9% 6 qtrs
14 SCHRODER INVESTMENT MANAGEMENT GROUP 289.7K -7.1K (-2.4%) 8.27M +351.7K (+4.4%) 0.88% -0.023 pp 0.01% +0.000 pp USD28.54 +0.0% 6 qtrs
15 DAVENPORT & CO LLC 274.8K +5.0K (+1.9%) 7.85M +553.8K (+7.6%) 0.84% +0.014 pp 0.04% +0.003 pp USD30.44 -6.2% 3 qtrs
16 BALYASNY ASSET MANAGEMENT L.P. 251.9K +138.5K (+122.2%) 7.19M +4.1M (+134.5%) 0.77% +0.422 pp 0.01% +0.005 pp USD29.18 -2.2% 7 qtrs
17 QUBE RESEARCH & TECHNOLOGIES LTD 249.7K -76.5K (-23.4%) 7.13M -1.7M (-19.2%) 0.76% -0.235 pp 0.01% -0.002 pp USD29.39 -2.9% 7 qtrs
18 TWO SIGMA ADVISERS, LP 237.6K -61.7K (-20.6%) 6.78M -1.3M (-16.2%) 0.72% -0.190 pp 0.01% -0.003 pp USD35.58 -19.8% 6 qtrs
19 RENAISSANCE TECHNOLOGIES LLC 235.1K -85.6K (-26.7%) 6.71M -2.0M (-22.6%) 0.72% -0.263 pp 0.01% -0.001 pp USD30.64 -6.9% 6 qtrs
20 LIGHTHOUSE INVESTMENT PARTNERS, LLC 228.8K +20.1K (+9.6%) 6.53M +886.5K (+15.7%) 0.70% +0.060 pp 0.20% +0.025 pp USD28.81 -0.9% 7 qtrs
21 ZIMMER PARTNERS, LP 215.0K +— (+0.0%) 6.14M +322.5K (+5.5%) 0.66% -0.001 pp 0.16% +0.036 pp USD25.10 +13.7% 7 qtrs
22 GW&K INVESTMENT MANAGEMENT, LLC 204.2K +45.5K (+28.7%) 5.83M +1.5M (+35.8%) 0.62% +0.138 pp 0.05% +0.012 pp USD33.96 -16.0% 5 qtrs
23 GOLDMAN SACHS GROUP INC 190.2K -7.2K (-3.6%) 5.43M +91.6K (+1.7%) 0.58% -0.023 pp 0.00% +0.000 pp USD29.87 -4.5% 6 qtrs
24 DIMENSIONAL FUND ADVISORS LP 159.2K +83.9K (+111.4%) 4.54M +2.5M (+123.2%) 0.49% +0.255 pp 0.00% +0.001 pp USD27.83 +2.6% 2 qtrs
25 NORTHERN TRUST CORP 154.9K +4.8K (+3.2%) 4.42M +361.2K (+8.9%) 0.47% +0.014 pp 0.00% +0.000 pp USD32.31 -11.7% 6 qtrs
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 145.9K +4.3K (+3.1%) 4.16M +336.3K (+8.8%) 0.45% +0.013 pp 0.00% +0.000 pp USD28.90 -1.2% 6 qtrs
27 STATE OF WISCONSIN INVESTMENT BOARD 143.2K +10.5K (+7.9%) 4.09M +497.9K (+13.9%) 0.44% +0.031 pp 0.01% +0.001 pp USD26.25 +8.7% 7 qtrs
28 CITADEL ADVISORS LLC 141.5K +94.5K (+201.3%) 4.04M +2.8M (+218.0%) 0.43% +0.288 pp 0.00% +0.000 pp USD28.50 +0.1% 7 qtrs
29 ALYESKA INVESTMENT GROUP, L.P. 141.3K +— (+0.0%) 4.03M +211.9K (+5.5%) 0.43% -0.001 pp 0.01% 0.000 pp USD27.52 +3.7% 7 qtrs
30 WOODLINE PARTNERS LP 133.5K +109.8K (+463.2%) 3.81M +3.2M (+494.4%) 0.41% +0.335 pp 0.01% +0.012 pp USD28.45 +0.3% 7 qtrs
31 MILLENNIUM MANAGEMENT LLC 132.3K -327.9K (-71.3%) 3.77M -8.7M (-69.7%) 0.40% -1.003 pp 0.00% -0.004 pp USD36.16 -21.1% 7 qtrs
32 RUSSELL INVESTMENTS GROUP, LTD. 131.5K +36.6K (+38.6%) 3.75M +1.2M (+46.3%) 0.40% +0.111 pp 0.00% +0.001 pp USD27.41 +4.1% 7 qtrs
33 BANK OF AMERICA CORP /DE/ 131.2K +11.6K (+9.7%) 3.74M +509.3K (+15.7%) 0.40% +0.035 pp 0.00% +0.000 pp USD35.37 -19.3% 7 qtrs
34 CREATIVE PLANNING 126.1K +104.3K (+478.6%) 3.60M +3.0M (+510.7%) 0.38% +0.318 pp 0.00% +0.002 pp USD28.78 -0.8% 3 qtrs
35 INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC 95.6K +95.6K (+100.0%) 2.73M +2.7M (+100.0%) 0.29% +0.292 pp 0.59% +0.585 pp USD28.54 +0.0% 1 qtrs NEW
36 JPMORGAN CHASE & CO 93.9K +57.5K (+158.2%) 2.68M +1.7M (+172.5%) 0.29% +0.175 pp 0.00% +0.000 pp USD29.81 -4.3% 6 qtrs
37 EXODUSPOINT CAPITAL MANAGEMENT, LP 83.6K +83.6K (+100.0%) 2.38M +2.4M (+100.0%) 0.25% +0.255 pp 0.02% +0.019 pp USD28.54 +0.0% 5 qtrs
38 AQR CAPITAL MANAGEMENT LLC 83.5K +59.7K (+251.8%) 2.38M +1.7M (+271.3%) 0.25% +0.182 pp 0.00% +0.001 pp USD29.94 -4.7% 4 qtrs
39 CANADA PENSION PLAN INVESTMENT BOARD 72.3K +6.1K (+9.2%) 2.06M +273.4K (+15.3%) 0.22% +0.018 pp 0.00% +0.000 pp USD36.77 -22.4% 3 qtrs
40 SCHONFELD STRATEGIC ADVISORS LLC 70.9K +11.6K (+19.6%) 2.02M +421.1K (+26.3%) 0.22% +0.035 pp 0.01% 0.000 pp USD27.29 +4.6% 2 qtrs
41 KNIGHTS OF COLUMBUS ASSET ADVISORS LLC 69.8K +20.0K (+40.2%) 1.99M +646.4K (+48.0%) 0.21% +0.061 pp 0.11% +0.036 pp USD36.30 -21.4% 4 qtrs
42 MANUFACTURERS LIFE INSURANCE COMPANY, THE 60.1K -17.6K (-22.6%) 1.71M -385.0K (-18.3%) 0.18% -0.054 pp 0.00% 0.000 pp USD27.81 +2.6% 7 qtrs
43 NUVEEN, LLC 57.1K +35.0K (+158.4%) 1.63M +1.0M (+172.8%) 0.17% +0.107 pp 0.00% +0.000 pp USD33.23 -14.1% 4 qtrs
44 UBS GROUP AG 51.7K -28.3K (-35.4%) 1.48M -687.6K (-31.8%) 0.16% -0.087 pp 0.00% 0.000 pp USD28.77 -0.8% 7 qtrs
45 BARCLAYS PLC 50.2K +33.1K (+193.8%) 1.43M +953.7K (+199.3%) 0.15% +0.101 pp 0.00% +0.000 pp USD30.97 -7.8% 6 qtrs
46 DEUTSCHE BANK AG\ 50.1K -83.6K (-62.5%) 1.43M -2.2M (-60.5%) 0.15% -0.256 pp 0.00% -0.001 pp USD33.24 -14.1% 5 qtrs
47 QUANTINNO CAPITAL MANAGEMENT LP 49.1K +49.1K (+100.0%) 1.40M +1.4M (+100.0%) 0.15% +0.150 pp 0.00% +0.003 pp USD28.54 +0.0% 1 qtrs NEW
48 PRINCIPAL FINANCIAL GROUP INC 48.7K +16.0K (+49.0%) 1.39M +506.1K (+57.3%) 0.15% +0.049 pp 0.00% +0.000 pp USD27.53 +3.7% 2 qtrs
49 Y-INTERCEPT (HONG KONG) LTD 47.3K -86.6K (-64.7%) 1.35M -2.3M (-62.7%) 0.14% -0.265 pp 0.03% -0.057 pp USD34.16 -16.5% 3 qtrs
50 BANK OF NEW YORK MELLON CORP 44.5K +2.6K (+6.3%) 1.27M +137.7K (+12.2%) 0.14% +0.008 pp 0.00% +0.000 pp USD34.12 -16.4% 6 qtrs
51 VOLEON CAPITAL MANAGEMENT LP 41.5K -45.1K (-52.0%) 1.19M -1.2M (-49.4%) 0.13% -0.138 pp 0.03% -0.032 pp USD36.57 -22.0% 5 qtrs
52 CERITY PARTNERS LLC 40.6K +40.6K (+100.0%) 1.16M +1.2M (+100.0%) 0.12% +0.124 pp 0.00% +0.002 pp USD28.54 +0.0% 1 qtrs NEW
53 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 39.3K +7.0K (+21.7%) 1.12M +248.4K (+28.4%) 0.12% +0.021 pp 0.04% +0.004 pp USD27.31 +4.5% 2 qtrs
54 FJ CAPITAL MANAGEMENT LLC 39.3K +39.3K (+100.0%) 1.12M +1.1M (+100.0%) 0.12% +0.120 pp 0.12% +0.124 pp USD28.54 +0.0% 1 qtrs NEW
55 BLEAKLEY FINANCIAL GROUP, LLC 38.0K +38.0K (+100.0%) 1.09M +1.1M (+100.0%) 0.12% +0.116 pp 0.02% +0.019 pp USD28.54 +0.0% 1 qtrs NEW
56 MARINER, LLC 37.7K +28.8K (+323.4%) 1.08M +835.4K (+346.9%) 0.12% +0.088 pp 0.00% +0.001 pp USD28.19 +1.2% 2 qtrs
57 SEVEN GRAND MANAGERS, LLC 37.5K -37.5K (-50.0%) 1.07M -957.8K (-47.2%) 0.11% -0.115 pp 0.08% -0.083 pp USD25.75 +10.8% 7 qtrs
58 37.5K +37.5K (+100.0%) 1.07M +1.1M (+100.0%) 0.11% +0.114 pp 0.27% +0.275 pp USD28.54 +0.0% 1 qtrs NEW
59 TREXQUANT INVESTMENT LP 36.9K -19.9K (-35.0%) 1.05M -482.0K (-31.4%) 0.11% -0.061 pp 0.01% -0.006 pp USD27.04 +5.5% 5 qtrs
60 RIVERWATER PARTNERS LLC 36.5K +— (+0.0%) 1.04M +54.7K (+5.5%) 0.11% 0.000 pp 0.40% -0.007 pp USD40.65 -29.8% 4 qtrs
61 FIRST TRUST ADVISORS LP 36.4K +36.4K (+100.0%) 1.04M +1.0M (+100.0%) 0.11% +0.111 pp 0.00% +0.001 pp USD28.54 +0.0% 3 qtrs
62 SWISS NATIONAL BANK 35.5K +3.8K (+12.0%) 1.01M +156.0K (+18.2%) 0.11% +0.011 pp 0.00% +0.000 pp USD29.35 -2.8% 6 qtrs
63 INTERVAL PARTNERS, LP 33.3K +33.3K (+100.0%) 950.2K +950.2K (+100.0%) 0.10% +0.102 pp 0.02% +0.017 pp USD28.54 +0.0% 1 qtrs NEW
64 DRW SECURITIES, LLC 32.9K +15.5K (+88.7%) 940.1K +468.1K (+99.2%) 0.10% +0.047 pp 0.02% +0.016 pp USD27.75 +2.8% 2 qtrs
65 SG AMERICAS SECURITIES, LLC 30.9K -7.6K (-19.7%) 881.0K -159.0K (-15.3%) 0.09% -0.023 pp 0.00% -0.002 pp USD32.56 -12.3% 5 qtrs
66 PRICE T ROWE ASSOCIATES INC /MD/ 29.1K +7.3K (+33.2%) 831.0K +240.0K (+40.6%) 0.09% +0.022 pp 0.00% +0.000 pp USD27.52 +3.7% 7 qtrs
67 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 29.1K -264.0 (-0.9%) 831.0K +36.0K (+4.5%) 0.09% -0.001 pp 0.00% +0.000 pp USD40.65 -29.8% 4 qtrs
68 BNP PARIBAS ARBITRAGE, SNC 28.9K -14.1K (-32.7%) 825.0K -337.1K (-29.0%) 0.09% -0.043 pp 0.00% 0.000 pp USD36.08 -20.9% 6 qtrs
69 COHEN & STEERS, INC. 28.0K +4.0K (+16.7%) 799.0K +150.0K (+23.1%) 0.09% +0.012 pp 0.00% +0.000 pp USD31.08 -8.2% 7 qtrs
70 MARTINGALE ASSET MANAGEMENT L P 25.8K +484.0 (+1.9%) 736.1K +51.8K (+7.6%) 0.08% +0.001 pp 0.02% +0.002 pp USD35.06 -18.6% 3 qtrs
71 DARK FOREST CAPITAL MANAGEMENT LP 23.9K -44.3K (-64.9%) 683.0K -1.2M (-63.0%) 0.07% -0.136 pp 0.03% -0.024 pp USD30.57 -6.6% 3 qtrs
72 CAPITOLIS LIQUID GLOBAL MARKETS LLC 23.8K +— (+0.0%) 679.3K +35.7K (+5.5%) 0.07% 0.000 pp 0.00% -0.001 pp USD40.65 -29.8% 4 qtrs
73 ALLIANCEBERNSTEIN L.P. 23.3K +5.0K (+27.3%) 665.0K +170.2K (+34.4%) 0.07% +0.015 pp 0.00% +0.000 pp USD34.52 -17.3% 3 qtrs
74 JACOBS LEVY EQUITY MANAGEMENT, INC 23.3K -15.5K (-40.0%) 664.2K -384.7K (-36.7%) 0.07% -0.048 pp 0.00% -0.002 pp USD35.13 -18.8% 5 qtrs
75 TEACHER RETIREMENT SYSTEM OF TEXAS 23.2K -4.0K (-14.7%) 662.0K -73.3K (-10.0%) 0.07% -0.012 pp 0.00% -0.001 pp USD38.21 -25.3% 4 qtrs
76 PANAGORA ASSET MANAGEMENT INC 22.1K -12.0 (-0.1%) 630.1K +32.8K (+5.5%) 0.07% 0.000 pp 0.00% 0.000 pp USD37.53 -24.0% 3 qtrs
77 UBS ASSET MANAGEMENT AMERICAS INC 20.4K +11.0 (+0.1%) 583.4K +31.0K (+5.6%) 0.06% 0.000 pp 0.00% +0.000 pp USD25.36 +12.5% 7 qtrs
78 BOSTON PARTNERS 20.3K +2.6K (+14.7%) 579.5K +100.7K (+21.0%) 0.06% +0.008 pp 0.00% +0.000 pp USD29.88 -4.5% 7 qtrs
79 NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC 19.9K +— (+0.0%) 567.3K +29.8K (+5.5%) 0.06% 0.000 pp 0.22% -0.007 pp USD27.04 +5.5% 2 qtrs
80 RHUMBLINE ADVISERS 19.7K -2.4K (-11.0%) 562.7K -36.2K (-6.0%) 0.06% -0.008 pp 0.00% +0.000 pp USD35.09 -18.7% 6 qtrs
81 WELLS FARGO & COMPANY/MN 19.5K +9.8K (+100.6%) 555.6K +293.2K (+111.7%) 0.06% +0.030 pp 0.00% +0.000 pp USD31.30 -8.8% 6 qtrs
82 LEGAL & GENERAL GROUP PLC 17.0K +102.0 (+0.6%) 485.4K +28.3K (+6.2%) 0.05% +0.000 pp 0.00% +0.000 pp USD31.89 -10.5% 7 qtrs
83 DYNAMIC TECHNOLOGY LAB PRIVATE LTD 16.2K -14.3K (-47.0%) 462.0K -364.0K (-44.1%) 0.05% -0.044 pp 0.10% -0.035 pp USD27.04 +5.5% 2 qtrs
84 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 15.8K +109.0 (+0.7%) 451.6K +26.7K (+6.3%) 0.05% +0.000 pp 0.00% +0.000 pp USD29.44 -3.1% 6 qtrs
85 AQUATIC CAPITAL MANAGEMENT LLC 14.6K -12.4K (-45.9%) 416.0K -312.7K (-42.9%) 0.04% -0.038 pp 0.01% -0.002 pp USD27.04 +5.5% 2 qtrs
86 INVESCO LTD. 14.5K +490.0 (+3.5%) 413.4K +35.0K (+9.2%) 0.04% +0.001 pp 0.00% +0.000 pp USD37.28 -23.4% 4 qtrs
87 ENGINEERS GATE MANAGER LP 14.5K -16.6K (-53.4%) 413.1K -426.3K (-50.8%) 0.04% -0.051 pp 0.00% -0.005 pp USD36.32 -21.4% 5 qtrs
88 GRAHAM CAPITAL MANAGEMENT, L.P. 14.4K +1.8K (+14.0%) 411.0K +69.5K (+20.3%) 0.04% +0.005 pp 0.01% +0.004 pp USD37.37 -23.6% 4 qtrs
89 WINTON GROUP LTD 14.3K +14.3K (+100.0%) 408.9K +408.9K (+100.0%) 0.04% +0.044 pp 0.01% +0.014 pp USD28.54 +0.0% 3 qtrs
90 SEI INVESTMENTS CO 13.9K +1.2K (+9.5%) 397.8K +53.6K (+15.6%) 0.04% +0.004 pp 0.00% +0.000 pp USD25.87 +10.3% 7 qtrs
91 HSBC HOLDINGS PLC 12.7K +4.8K (+61.4%) 361.6K +148.8K (+69.9%) 0.04% +0.015 pp 0.00% +0.000 pp USD27.61 +3.4% 2 qtrs
92 MONECO ADVISORS, LLC 11.9K +— (+0.0%) 340.9K +17.9K (+5.5%) 0.04% 0.000 pp 0.03% +0.000 pp USD40.65 -29.8% 4 qtrs
93 FMR LLC 11.3K +11.0K (+3,938.4%) 321.6K +314.0K (+4,155.9%) 0.03% +0.034 pp 0.00% +0.000 pp USD28.82 -1.0% 7 qtrs
94 VERITION FUND MANAGEMENT LLC 11.2K -160.0 (-1.4%) 319.4K +12.5K (+4.1%) 0.03% -0.001 pp 0.00% +0.000 pp USD37.61 -24.1% 5 qtrs
95 DRIVE WEALTH MANAGEMENT, LLC 11.2K +11.2K (+100.0%) 319.0K +319.0K (+100.0%) 0.03% +0.034 pp 0.06% +0.062 pp USD28.54 +0.0% 1 qtrs NEW
96 JUMP FINANCIAL, LLC 10.9K +673.0 (+6.6%) 309.9K +34.5K (+12.5%) 0.03% +0.002 pp 0.00% +0.001 pp USD36.72 -22.3% 7 qtrs
97 STRS OHIO 10.7K -10.9K (-50.5%) 305.4K -278.7K (-47.7%) 0.03% -0.033 pp 0.00% -0.001 pp USD32.80 -13.0% 6 qtrs
98 PDT PARTNERS, LLC 10.6K -8.9K (-45.8%) 301.8K -226.1K (-42.8%) 0.03% -0.027 pp 0.02% -0.014 pp USD34.75 -17.9% 6 qtrs
99 RATHBONES GROUP PLC 10.5K +— (+0.0%) 299.7K +15.8K (+5.5%) 0.03% 0.000 pp 0.00% +0.000 pp USD25.10 +13.7% 7 qtrs
100 BRINKER CAPITAL INVESTMENTS, LLC 9.9K +9.9K (+100.0%) 282.5K +282.5K (+100.0%) 0.03% +0.030 pp 0.00% +0.002 pp USD28.54 +0.0% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 77 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares US Small Cap Value Factor ETF SVAL 0.32% 646.0K 0.20%
2 American Century Small Cap Growth Insights ETF ACSG 0.23% 57.9K 0.49%
3 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.09% 1.58M 0.47%
4 iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV 0.08% 231.1K 0.20%
5 iShares U.S. Insurance ETF IAK 0.07% 350.7K 0.38%
6 Xtrackers CSI300 Swap UCITS ETF XCHA.L 0.05% 1.00M 0.50%
7 iShares Russell 2000 Value ETF IWN 0.04% 5.44M 0.24%
8 Principal U.S. Small-Cap Multi-Factor ETF PSC 0.04% 468.0K 0.38%
9 Avantis U.S. Small Cap Equity ETF AVSC 0.03% 1.02M 0.25%
10 WisdomTree U.S. SmallCap Fund EES 0.03% 243.1K 0.38%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.17
Neutral
Ratio by volume
2.63
Bullish
Buys
7
Sells
6
Shares acquired
359.3K
Shares disposed
136.4K
Cash buys
Cash sales
Net activity
+222,908
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
2026-04-30 Schnidman Ava Director A-Award A Common Stock 3,361 0.00 5,380 D
2026-04-30 Lowenstein Price Director A-Award A Common Stock 3,361 0.00 3,361 D
2026-04-30 Holman David Clifford Director A-Award A Common Stock 3,361 0.00 5,716 D
2026-04-30 Fondriest Fabian Director A-Award A Common Stock 6,722 0.00 49,818 D
2026-04-30 FOY DAVID THOMAS Director A-Award A Common Stock 3,361 0.00 10,085 D
2026-04-30 Brock-Kyle Angela Director A-Award A Common Stock 6,722 0.00 43,495 D
2026-04-30 Baker Tom Director A-Award A Common Stock 3,361 0.00 10,085 D
2026-03-13 Sills Stephen Jay Director / Officer G-Gift A Common Stock 120,000 0.00 120,000 I
2026-03-12 Sills Stephen Jay Director / Officer G-Gift A Common Stock 1,540 0.00 2,681 I
2026-02-20 Yap Shirley Shek Li Officer F-InKind D Common Stock 524 24.90 13.0K 83,558 D
2026-02-20 Sills Stephen Jay Director / Officer F-InKind D Common Stock 5,419 24.90 134.9K 959,850 D
2026-02-20 Newman David John Officer F-InKind D Common Stock 1,443 24.90 35.9K 297,195 D
2026-02-20 Mulcahey Brad Officer F-InKind D Common Stock 1,274 24.90 31.7K 136,327 D
2026-02-19 Yap Shirley Shek Li Officer A-Award A Common Stock 9,826 0.00 84,082 D
2026-02-19 Sills Stephen Jay Director / Officer A-Award A Common Stock 90,703 0.00 876,703 D
2026-02-19 Newman David John Officer A-Award A Common Stock 23,488 0.00 298,638 D
2026-02-19 Mulcahey Brad Officer A-Award A Common Stock 25,145 0.00 137,601 D
2025-11-26 Sills Stephen Jay Director / Officer G-Gift D Common Stock 75,000 0.00 786,000 D
2025-10-02 Lowenstein Price Director 0 0.00 0
2025-08-26 Sills Stephen Jay Director / Officer G-Gift D Common Stock 163,185 0.00 861,000 D
2025-08-08 Gallatin Point Capital LLC Director / 10% Owner S-Sale D Common Stock 2,000,000 30.66 61.32M 8,968,445 I
2025-08-08 Botein Matthew Director / 10% Owner S-Sale D Common Stock 2,000,000 30.66 61.32M 8,968,445 I
2025-07-30 Holman David Clifford Director A-Award A Common Stock 2,355 0.00 2,355 D
2025-07-15 Sills Stephen Jay Director / Officer G-Gift D Common Stock 12,431 0.00 1,024,185 D
2025-05-23 Yap Shirley Shek Li Officer F-InKind D Common Stock 680 37.17 25.3K 74,256 D
2025-05-23 Newman David John Officer F-InKind D Common Stock 2,118 37.17 78.7K 275,150 D
2025-05-23 Mulcahey Brad Officer F-InKind D Common Stock 1,027 37.17 38.2K 112,456 D
2025-05-22 Sills Stephen Jay Director / Officer F-InKind D Common Stock 11,921 38.08 454.0K 1,036,616 D
2025-05-12 Sills Stephen Jay Director / Officer G-Gift D Common Stock 72,500 0.00 1,048,537 D
2025-05-01 Schnidman Ava Director A-Award A Common Stock 2,019 0.00 2,019 D
2025-05-01 Fondriest Fabian Director A-Award A Common Stock 4,038 0.00 43,096 D
2025-05-01 FOY DAVID THOMAS Director A-Award A Common Stock 2,019 0.00 6,724 D
2025-05-01 Brock-Kyle Angela Director A-Award A Common Stock 4,038 0.00 36,773 D
2025-05-01 Baker Tom Director A-Award A Common Stock 2,019 0.00 6,724 D
2025-02-28 Schnidman Ava Director P-Purchase A Common Stock 1,493 33.41 49.9K 1,893 I
2025-02-21 Yap Shirley Shek Li Officer A-Award A Common Stock 7,673 0.00 74,936 D
2025-02-21 Sills Stephen Jay Director / Officer A-Award A Common Stock 67,526 0.00 1,121,037 D
2025-02-21 Newman David John Officer A-Award A Common Stock 15,346 0.00 277,268 D
2025-02-21 Mulcahey Brad Officer A-Award A Common Stock 18,416 0.00 113,483 D
2024-10-30 Schnidman Ava Director Common Stock 0 0.00 400 I
2024-10-25 Gallatin Point Capital LLC Director / 10% Owner S-Sale D Common Stock 3,178,662 27.70 88.03M 10,968,445 I
2024-10-25 Botein Matthew Director / 10% Owner S-Sale D Common Stock 3,178,662 27.70 88.03M 10,968,445 I
2024-10-25 AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. Director / 10% Owner S-Sale D Common Stock 1,362,285 27.70 37.73M 4,700,761 D
2024-09-19 Bowhead Insurance Holdings LP Director / 10% Owner J-Other D Common Stock 23,940,947 0.00 59,053 D
2024-05-23 Sills Stephen Jay Director / Officer Common Stock 0 0.00 251,175 D
2024-05-23 Fondriest Fabian Director Common Stock 0 0.00 27,058 D
2007-12-27 WRIGHT JAMES T Officer M-Exempt A Common Stock 1,878 0.00 3,445
2007-12-27 HARVEY WILLIAM G Officer M-Exempt A Common Stock 3,755 0.00 6,994
2007-10-29 WRIGHT JAMES T Officer D-Return D Stock Appreciation Rights 9,400 54.84 515.5K 0
2007-10-29 WEST TOGO D JR Director D-Return D Stock Option (right to buy) 14,444 51.00 736.6K 0
2007-10-29 VAN SAUN BRUCE W Director D-Return D Phantom Stock Units (Deferred Fee Plan) 1,759 0.00 0
2007-10-29 PATERSON DAVID J Director / Officer D-Return D Restricted Stock Units 54,200 0.00 0
2007-10-29 Johnson Joseph B Officer D-Return D Stock Appreciation Rights 1,250 47.03 58.8K 0
2007-10-29 HARVEY WILLIAM G Officer D-Return D Stock Options (right to buy) 10,000 37.30 373.0K 0
2007-10-29 GIFFIN GORDON D Director D-Return D Phantom Stock Units (Deferred Fee Plan) 1,877 0.00 0
2007-10-01 VAN SAUN BRUCE W Director A-Award A Common Stock 600 15.20 9.1K 3,180
2007-10-01 GIFFIN GORDON D Director A-Award A Phanton Stock 1,135 15.20 17.3K 10,301
2007-07-02 VAN SAUN BRUCE W Director A-Award A Phantom Stock 255 23.99 6.1K 2,548
2007-07-02 GIFFIN GORDON D Director A-Award A Phantom Stock 511 23.99 12.3K 9,053
2007-06-27 WEST TOGO D JR Director A-Award A Restricted Stock Units 1,450 0.00 5,800
2007-06-27 VAN SAUN BRUCE W Director A-Award A Restricted Stock Units 1,450 0.00 4,350
2007-06-27 GIFFIN GORDON D Director A-Award A Restricted Stock Units 1,450 0.00 2,175
2007-05-10 PATERSON DAVID J Director / Officer M-Exempt A Common Stock 50,000 0.00 65,000
2007-04-30 GIFFIN GORDON D Director M-Exempt A Common Stock 1,450 0.00 1,450
2007-04-02 VAN SAUN BRUCE W Director A-Award A Phantom Stock Units 442 0.00 2,275
2007-04-02 GIFFIN GORDON D Director A-Award A Phantom Stock Units 1,037 0.00 8,475
2007-03-23 PATERSON DAVID J Director / Officer A-Award A Restricted Stock Units 54,200 0.00 54,200
2007-02-07 WRIGHT JAMES T Officer A-Award A Restricted Stock Units 3,611 27.70 100.0K 3,611
2007-02-07 Johnson Joseph B Officer A-Award A Restricted Stock Units 3,611 27.70 100.0K 3,611
2007-02-07 HARVEY WILLIAM G Officer A-Award A Restricted Stock Units 7,221 27.70 200.0K 7,221
2007-01-30 WRIGHT JAMES T Officer A-Award A Stock Options (right to buy) 4,723 27.87 131.6K 4,723
2007-01-30 PATERSON DAVID J Director / Officer A-Award A Stock Options (right to buy) 48,553 27.87 1.35M 48,553
2007-01-30 Johnson Joseph B Officer A-Award A Restricted Stock Units 4,417 27.87 123.1K 4,417
2007-01-30 HARVEY WILLIAM G Officer A-Award A Stock Options (right to buy) 5,432 27.87 151.4K 5,432
2007-01-03 WEST TOGO D JR Director A-Award A Phantom Stock Units 351 0.00 1,613
2007-01-03 VAN SAUN BRUCE W Director A-Award A Phanton Stock Units 362 0.00 1,818
2007-01-03 GIFFIN GORDON D Director A-Award A Phantom Stock Units 771 0.00 7,377
2006-10-02 WEST TOGO D JR Director A-Award A Phantom Stock Units 379 0.00 1,251
2006-10-02 VAN SAUN BRUCE W Director A-Award A Phantom Stock Units 418 0.00 1,443
2006-10-02 GIFFIN GORDON D Director A-Award A Phantom Stock Units 784 0.00 6,549
2006-09-27 WEST TOGO D JR Director A-Award A Restricted Stock Units 2,143 0.00 2,143
2006-09-27 GIFFIN GORDON D Director A-Award A Restricted Stock Units 808 0.00 808
2006-08-11 VAN SAUN BRUCE W Director P-Purchase A Common Stock 1,500 21.25 31.9K 1,500
2006-07-03 WEST TOGO D JR Director A-Award A Phantom Stock Units 495 0.00 864
2006-07-03 VAN SAUN BRUCE W Director A-Award A Phantom Stock Units 285 0.00 1,015
2006-07-03 GIFFIN GORDON D Director A-Award A Phantom Stock Units 617 0.00 5,709
2006-06-16 HARVEY WILLIAM G Officer P-Purchase A Common Stock 1,000 22.22 22.2K 6,230
2006-06-01 PATERSON DAVID J Director / Officer P-Purchase A Common Stock 15,000 23.59 353.9K 15,000
2006-05-11 WEST TOGO D JR Director A-Award A Phantom Stock Units 575 0.00 1,046
2006-05-11 VAN SAUN BRUCE W Director A-Award A Phantom Stock 575 0.00 964
2006-05-11 GIFFIN GORDON D Director A-Award A Phantom Stock Units 575 0.00 1,046
2006-05-10 WRIGHT JAMES T Officer A-Award A Restricted Stock Units 1,300 0.00 1,300
2006-05-10 PATERSON DAVID J Director / Officer A-Award A Restricted Stock Units 50,000 0.00 50,000
2006-05-10 Johnson Joseph B Officer A-Award A Restricted Stock Units 1,720 0.00 1,720
2006-05-10 HARVEY WILLIAM G Officer A-Award A Restricted Stock Units 1,495 0.00 1,495
2006-05-09 WEST TOGO D JR Director A-Award A Restricted Stock Units 1,450 0.00 4,350
2006-05-09 VAN SAUN BRUCE W Director A-Award A Restricted Stock Units 1,450 0.00 2,900
2006-05-09 GIFFIN GORDON D Director A-Award A Restricted Stock Units 1,450 0.00 2,175
2006-05-01 PATERSON DAVID J Officer A-Award A Stock Options (right to buy) 250,000 27.43 6.86M 250,000
2006-04-30 GIFFIN GORDON D Director M-Exempt A Common Stock 1,450 0.00 1,450
2006-04-03 WEST TOGO D JR Director A-Award A Phantom Stock Units 365 0.00 365
2006-04-03 VAN SAUN BRUCE W Director A-Award A Phantom Stock Units 347 0.00 723
2006-04-03 GIFFIN GORDON D Director A-Award A Phantom Stock Units 768 0.00 5,047
2006-01-25 Johnson Joseph B Officer D Stock Appreciation Rights 1,250 40.74 50.9K 0
2006-01-03 VAN SAUN BRUCE W Director A-Award A Phantom Stock Units 175 0.00 374
2006-01-03 GIFFIN GORDON D Director A-Award A Phantom Stock Units 351 0.00 4,249
2005-10-28 HARVEY WILLIAM G Officer P-Purchase A Common Stock 1,000 26.74 26.7K 5,230
2005-10-13 VAN SAUN BRUCE W Director A-Award A Phantom Stock Units 197 0.00 197
2005-10-03 GIFFIN GORDON D Director A-Award A Phantom Stock Units 612 0.00 3,874
2005-07-26 VAN SAUN BRUCE W Director A-Award A Restricted Stock Units 1,450 0.00 1,450
2005-07-01 GIFFIN GORDON D Director A-Award A Phanton Stock Units 392 0.00 3,261
2005-06-29 VAN SAUN BRUCE W Director A-Award A Phantom Stock 390 0.00 390
2005-05-12 WEST TOGO D JR Director A-Award A Phantom Stock Units 470 0.00 470
2005-05-12 GIFFIN GORDON D Director A-Award A Phantom Stock Units 470 0.00 470
2005-05-10 WEST TOGO D JR Director A-Award A Restricted Stock Units 1,450 0.00 1,450
2005-05-10 HARVEY WILLIAM G Director / Officer A-Award A Stock Option (right to buy) 10,000 32.07 320.7K 10,000
2005-05-10 GIFFIN GORDON D Director A-Award A Restricted Stock Units 1,450 0.00 1,450
2005-05-02 GIFFIN GORDON D Director M-Exempt A Common Stock 725 0.00 725
2005-04-01 GIFFIN GORDON D Director A-Award A Phantom Stock Units 498 0.00 2,852
2005-01-31 WRIGHT JAMES T Officer F-InKind D Common Stock 498 38.48 19.2K 3,014
2005-01-25 WRIGHT JAMES T Officer A-Award A Common Stock (right to buy) 15,000 37.30 559.4K 15,000
2005-01-25 HARVEY WILLIAM G Officer A-Award A Common Stock (right to buy) 10,000 37.30 373.0K 10,000
2005-01-03 GIFFIN GORDON D Director A-Award A Phanton Stock 279 0.00 2,341
2004-10-01 GIFFIN GORDON D Director A-Award A Phantom Stock Units 379 0.00 2,062
2004-07-28 WEST TOGO D JR Director A-Award A Restricted Stock Units 1,450 0.00 1,450
2004-07-28 GIFFIN GORDON D Director A-Award A Restricted Stock Units 725 0.00 1,450
2004-07-01 GIFFIN GORDON D Director A-Award A Phantom Stock Units 318 0.00 1,684
2004-04-01 GIFFIN GORDON D Director A-Award A Phantom Stock Units 392 0.00 1,358
2004-02-17 WRIGHT JAMES T Officer S-Sale D Common Stock 1,500 44.89 67.3K 3,512
2004-01-28 WRIGHT JAMES T Officer F-InKind D Common Stock 498 46.81 23.3K 5,012
2004-01-28 GIFFIN GORDON D Director A-Award A Stock Option (right to buy) 2,000 44.36 88.7K 2,000
2004-01-27 WRIGHT JAMES T Officer A-Award A Stock Option (right to buy) 15,000 45.02 675.3K 15,000
2004-01-27 HARVEY WILLIAM G Officer A-Award A Stock Option (right to buy) 10,000 45.02 450.2K 10,000
2004-01-02 GIFFIN GORDON D Director A-Award A Phantom Stock Units 257 0.00 962
2003-10-01 GIFFIN GORDON D Director A-Award A Phantom Stock Units 339 0.00 705
2003-07-01 GIFFIN GORDON D Director A-Award A Phantom Stock Units 365 0.00 365
2003-05-07 GIFFIN GORDON D Director A-Award A Stock Option (right to buy) 1,500 38.09 57.1K 1,500

Executive team

Top executives
EBIT / Employee
278.4K
Shares Outstanding
32.84M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Stephen Sills Chief Executive Officer 675.0K 478.4K 3.12M 34.9K 4.31M 72.42%
2 2025 David Newman Chief Underwriting Officer 536.3K 355.9K 475.9K 14.0K 1.38M 34.43%
3 2025 Brad Mulcahey Chief Financial Officer 344.0K 250.9K 571.1K 35.8K 1.20M 47.52%
4 2024 Stephen Sills Chief Executive Officer 669.2K 605.2K 3.37M 35.3K 4.68M 72.01%
5 2024 David Newman Chief Underwriting Officer 522.9K 449.7K 383.0K 13.9K 1.37M 27.97%
6 2024 Brad Mulcahey Chief Financial Officer 312.4K 282.5K 298.0K 39.6K 932.5K 31.96%
7 2023 Stephen Sills Chief Executive Officer 643.8K 713.8K 35.4K 1.39M 0.00%
8 2023 David Newman Chief Underwriting Officer 522.8K 533.6K 1.06M 0.00%
9 2023 Brad Mulcahey Chief Financial Officer 304.0K 251.4K 117.3K 39.6K 712.3K 16.46%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-16 DEF 14A
2025-03-19 DEFA14A
2025-03-19 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 10-Q
2026-05-04 4
2026-05-04 4
2026-05-04 4
2026-05-04 4
2026-05-04 4
2026-05-04 4
2026-05-04 4
2026-03-16 DEF 14A

Executive team

NameTitleCompensationGender
Stephen Jay Sills Founder, President, Chief Executive Officer & Director 1M male
David Newman Chief Underwriting Officer 906.2K male
Brad Michael Mulcahey Chief Financial Officer & Treasurer 630.7K male
Dan Gamble Head of Professional Liability
H. Matthew Crusey General Counsel & Secretary male
Joshua Hyman Head of Human Resources male
Patricia Fitzgerald Head of Distribution
Shirley Yap Chief Accounting Officer & Head of IR female
Anna Romano Head of Marketing
Steven Feltner Chief Operating Officer
Bob Spina Chief Information Officer male
Brandon Mezick Head of Digital Underwriting
ESG Rating
B-
INSURANCE - PROPERTY & CASUALTY
2026
E (Environmental)
91.7 / 49.4
Company / Sector avg.
S (Social)
49.5 / 57.3
Company / Sector avg.
G (Governance)
83.3 / 59.8
Company / Sector avg.
ESG Total
74.9 / 55.5
Company / Sector avg.
ESG Score History INSURANCE - PROPERTY & CASUALTY
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits