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Erie Indemnity Company (ERIE)
USD241.85
-5.32 (-2.15%)
US NASDAQ S&P 500
Financial Services Insurance - Property & Casualty
Address
100 Erie Insurance Place 16530
Erie, PA, US
Erie, PA, US
CEO
Timothy G. NeCastro
Website
erieinsurance.com
IPO
1995-10-02
CIK 922621 ISIN US29530P1021
Description
Erie Indemnity Company operates as a managing attorney-in-fact for the subscribers at the Erie Insurance Exchange in the United States. It provides issuance and renewal services; sales related services, including agent compensation and sales and advertising support services; underwriting services that include underwriting and policy processing; and other services consist of customer services and administrative support services, as well as information technology services. The company was incorporated in 1925 and is based in Erie, Pennsylvania.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 2024-09-23 | — | Active |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD241.85
-5.32 (-2.15%)
Loading historical data…
Volume Profile
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Liquidity & share structure
Average Volume
223.7K
Beta
0.29
Float Shares
25.17M
Free Float %
54.5%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.35% | -5.26% | -2.68% | -20.92% | -27.89% | -25.67% | -40.57% | -3.44% | +6.19% | +117.64% | +1,217.69% |
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
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
241.85
DCF (Unlevered)
476.80
+97.2%
DCF (Levered)
445.57
+84.2%
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)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
9.37
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Insurance - Property & Casualty: +14.1%+7.2% Q1'26: +2.3% (vs Q1'25)
-
EPS growth Insurance - Property & Casualty: +27.5%-7.5% Q1'26: +7.9% (vs Q1'25)
-
FCF margin FCF growth · Insurance - Property & Casualty: +25.6%+14.5% Q1'26: +5.4% (vs Q1'25)
-
EBIT margin Insurance - Property & Casualty: +16.3%+17.5% ★ Q1'26: +18.8% (vs Q1'25)
-
ROIC Insurance - Property & Casualty: +7.9%+29.4% ★ Q1'26: +29.9% (vs Q1'25)
-
Share dilution Insurance - Property & Casualty: +0.4%+0.0% Q1'26: -9.8% (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
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.
Consensus Estimates
| Metric |
Dec 1999 actual |
Dec 2000 actual |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
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 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
704.13M
est: 680.21M (+3.5%)
|
763.39M
est: 738.81M (+3.3%)
|
785.68M
est: 875.29M (-10.2%)
|
964.93M
est: 942.13M (+2.4%)
|
1.12B
est: 1.11B (+0.4%)
|
1.20B
est: 1.25B (-3.7%)
|
1.20B
est: 1.26B (-4.5%)
|
1.19B
est: 1.25B (-4.6%)
|
1.18B
est: 1.09B (+7.8%)
|
2.71B
est: 1.46B (+85.9%)
|
4.62B
est: 5.60B (-17.4%)
|
4.76B
est: 5.63B (-15.5%)
|
4.68B
est: 4.76B (-1.7%)
|
5.51B
est: 5.90B (-6.7%)
|
6.27B
est: 10.01B (-37.3%)
|
6.12B
est: 7.66B (-20.0%)
|
1.51B
est: 1.51B (-0.5%)
|
1.60B
est: 1.60B (+0.1%)
|
1.69B
est: 1.68B (+0.6%)
|
2.38B
est: 1.77B (+34.5%)
|
2.48B
est: 2.48B (-0.2%)
|
2.54B
est: 2.53B (+0.4%)
|
2.63B
est: 2.63B (+0.2%)
|
2.84B
est: 2.82B (+0.9%)
|
3.27B
est: 3.22B (+1.4%)
|
3.80B
est: 3.80B (0.0%)
|
4.07B
est: 4.09B (-0.6%)
|
4.18B
4.18B – 4.18B
+2.1% YoY
|
4.61B
4.61B – 4.61B
+10.4% YoY
|
| EBITDA |
210.52M
est: 200.38M (+5.1%)
|
226.68M
est: 213.71M (+6.1%)
|
184.45M
est: 185.69M (-0.7%)
|
259.39M
est: 255.11M (+1.7%)
|
232.60M
est: 303.83M (-23.4%)
|
363.66M
est: 382.29M (-4.9%)
|
261.07M
est: 377.56M (-30.9%)
|
334.85M
est: 340.58M (-1.7%)
|
340.53M
est: 284.97M (+19.5%)
|
-802.07M
est: 137.48M (-683.4%)
|
533.00M
est: 178.29M (+199.0%)
|
1.01B
est: 473.27M (+113.6%)
|
362.00M
est: 294.24M (+23.0%)
|
910.00M
est: 468.10M (+94.4%)
|
1.58B
est: 673.14M (+134.9%)
|
846.00M
est: 464.28M (+82.2%)
|
249.00M
est: 263.76M (-5.6%)
|
306.20M
est: 297.39M (+3.0%)
|
305.08M
est: 321.62M (-5.1%)
|
357.71M
est: 324.57M (+10.2%)
|
375.82M
est: 391.46M (-4.0%)
|
357.72M
est: 362.16M (-1.2%)
|
351.22M
est: 384.21M (-8.6%)
|
428.41M
est: 404.53M (+5.9%)
|
600.23M
est: 444.98M (+34.9%)
|
766.34M
est: 1.03B (-25.9%)
|
787.39M
est: 1.12B (-29.4%)
|
1.14B
1.14B – 1.14B
+2.1% YoY
|
1.26B
1.26B – 1.26B
+10.4% YoY
|
| EBIT |
208.76M
est: 101.03M (+106.6%)
|
223.94M
est: 52.77M (+324.4%)
|
182.10M
est: 130.00M (+40.1%)
|
255.40M
est: 68.50M (+272.8%)
|
228.31M
est: 105.78M (+115.8%)
|
326.35M
est: 58.54M (+457.5%)
|
224.22M
est: 100.46M (+123.2%)
|
298.80M
est: 128.58M (+132.4%)
|
309.17M
est: 42.07M (+634.9%)
|
-839.00M
est: 25.69M (-3,366.2%)
|
524.00M
est: 47.43M (+1,004.9%)
|
999.00M
est: 836.85M (+19.4%)
|
358.00M
est: 706.62M (-49.3%)
|
899.00M
est: 877.00M (+2.5%)
|
1.57B
est: 356.85M (+339.1%)
|
830.00M
est: 1.14B (-27.0%)
|
232.54M
est: 224.80M (+3.4%)
|
291.11M
est: 236.93M (+22.9%)
|
290.25M
est: 87.62M (+231.3%)
|
344.34M
est: 263.07M (+30.9%)
|
359.01M
est: 368.60M (-2.6%)
|
336.52M
est: 375.34M (-10.3%)
|
314.01M
est: 390.61M (-19.6%)
|
382.24M
est: 418.12M (-8.6%)
|
552.82M
est: 478.76M (+15.5%)
|
709.81M
est: 950.98M (-25.4%)
|
710.60M
est: 1.03B (-30.7%)
|
1.05B
1.05B – 1.05B
+2.1% YoY
|
1.16B
1.16B – 1.16B
+10.4% YoY
|
| Net Income |
143.11M
est: 136.57M (+4.8%)
|
152.39M
est: 143.61M (+6.1%)
|
122.26M
est: 122.39M (-0.1%)
|
172.13M
est: 168.21M (+2.3%)
|
199.73M
est: 197.48M (+1.1%)
|
226.41M
est: 233.54M (-3.1%)
|
231.10M
est: 229.65M (+0.6%)
|
204.03M
est: 204.80M (-0.4%)
|
212.95M
est: 176.56M (+20.6%)
|
69.00M
est: 71.72M (-3.8%)
|
108.00M
est: 123.00M (-12.2%)
|
162.00M
est: 125.05M (+29.6%)
|
169.00M
est: 152.92M (+10.5%)
|
160.00M
est: 166.54M (-3.9%)
|
162.61M
est: 164.49M (-1.1%)
|
167.51M
est: 172.38M (-2.8%)
|
174.68M
est: 179.58M (-2.7%)
|
210.37M
est: 195.42M (+7.6%)
|
197.00M
est: 200.62M (-1.8%)
|
288.22M
est: 250.48M (+15.1%)
|
316.82M
est: 312.01M (+1.5%)
|
293.30M
est: 287.25M (+2.1%)
|
297.86M
est: 300.69M (-0.9%)
|
298.57M
est: 316.20M (-5.6%)
|
446.06M
est: 347.82M (+28.2%)
|
600.31M
est: 596.68M (+0.6%)
|
559.34M
est: 583.77M (-4.2%)
|
667.01M
657.92M – 676.11M
+14.3% YoY
|
669.12M
669.12M – 669.12M
+0.3% YoY
|
| SGA |
—
est: 3.14M (-100.0%)
|
—
est: 3.41M (-100.0%)
|
—
est: 4.04M (-100.0%)
|
—
est: 4.35M (-100.0%)
|
—
est: 5.14M (-100.0%)
|
684.49M
est: 5.76M (+11,779.2%)
|
710.24M
est: 5.80M (+12,135.9%)
|
742.53M
est: 5.76M (+12,783.2%)
|
755.64M
est: 5.05M (+14,858.3%)
|
765.01M
est: 894.55M (-14.5%)
|
768.67M
est: 899.99M (-14.6%)
|
—
est: 25.99M (-100.0%)
|
—
est: 21.95M (-100.0%)
|
—
est: 27.24M (-100.0%)
|
—
est: 46.16M (-100.0%)
|
—
est: 35.33M (-100.0%)
|
—
est: 62.89M (-100.0%)
|
2.41M
est: 199.01M (-98.8%)
|
—
est: 487.16M (-100.0%)
|
—
est: 8.17M (-100.0%)
|
1.67M
est: 11.45M (-85.4%)
|
1.64M
est: 11.66M (-86.0%)
|
638.48M
est: 12.13M (+5,162.4%)
|
668.27M
est: 12.99M (+5,045.5%)
|
32.56M
est: 14.87M (+119.0%)
|
33.35M
est: 390.74M (-91.5%)
|
74.06M
est: 421.17M (-82.4%)
|
430.09M
430.09M – 430.09M
+2.1% YoY
|
474.78M
474.78M – 474.78M
+10.4% YoY
|
| EPS |
1.95
est: 1.78 (+9.6%)
|
2.12
est: 1.91 (+11.0%)
|
1.71
est: 2.30 (-25.7%)
|
2.68
est: 2.43 (+10.3%)
|
3.09
est: 2.80 (+10.4%)
|
3.54
est: 3.24 (+9.3%)
|
3.69
est: 3.24 (+13.9%)
|
3.45
est: 3.17 (+8.8%)
|
3.80
est: 2.60 (+46.2%)
|
1.34
est: 3.47 (-61.4%)
|
2.10
est: 2.78 (-24.5%)
|
3.18
est: 2.38 (+33.9%)
|
3.45
est: 2.60 (+32.7%)
|
3.38
est: 3.29 (+2.7%)
|
3.46
est: 3.22 (+7.5%)
|
3.59
est: 3.51 (+2.3%)
|
3.75
est: 3.41 (+10.0%)
|
4.52
est: 3.95 (+14.5%)
|
4.23
est: 4.05 (+4.4%)
|
4.93
est: 4.90 (+0.6%)
|
6.80
est: 6.22 (+9.3%)
|
6.30
est: 5.50 (+14.5%)
|
6.40
est: 5.77 (+10.9%)
|
6.41
est: 6.12 (+4.7%)
|
9.58
est: 8.49 (+12.8%)
|
12.89
est: 11.33 (+13.8%)
|
12.01
est: 11.08 (+8.4%)
|
12.66
12.49 – 12.83
+14.3% YoY
|
12.70
12.70 – 12.70
+0.3% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-27 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-26 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-22 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-21 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-20 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-19 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-18 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-15 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-14 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-13 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-12 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-11 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-04 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-24 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-16 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-15 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
561.37M
OE per share TTM
10.68
Owner's Yield
5.66%
Maintenance CapEx ratio
22.90%
Maint CapEx / Avg PPE
13.1%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
405
Total invested
5.03B
Insider transactions (90d)
36
Beneficial owners (>5%)
18
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | National City Corp. | 9.21M | 15.90% | — | — | — | 3.0K | BK, IA | : | 2007-02-14 | ↗ |
| 2 | BARCLAYS GLOBAL INVESTORS, NA | 8.63M | 7.34% | 12.4K | 1.7K | 2.37M | 11.9K | BK | Pennsylvania | 2018-02-08 | ↗ |
| 3 | National City Corporation | 7.32M | 13.60% | — | — | — | — | HC | Delaware | 2008-02-13 | ↗ |
| 4 | 34-0420310 | 7.32M | 12.73% | 5.41M | — | 7.32M | — | BK | United States | 2009-02-12 | ↗ |
| 5 | 2) | 5.79M | 12.00% | 5.79M | — | 4.94M | 4.8K | HC | — | 2021-02-12 | ↗ |
| 6 | PNC Bank, National Association | 5.79M | 12.00% | 5.79M | — | 939.1K | 4.8K | BK | — | 2021-02-12 | ↗ |
| 7 | The PNC Financial Services Group, Inc. | 5.79M | 12.00% | 5.79M | — | 4.94M | 4.8K | HC | — | 2021-02-12 | ↗ |
| 8 | 22-1146430 | 5.78M | 12.51% | 5.78M | — | 914.5K | 3.9K | BK | — | 2022-02-11 | ↗ |
| 9 | 51-0326854 | 5.78M | 12.51% | 5.78M | — | 914.5K | 3.9K | HC | — | 2022-02-11 | ↗ |
| 10 | Inc. 25-1435979 | 5.78M | 12.51% | 5.78M | — | 914.5K | 3.9K | HC | — | 2022-02-11 | ↗ |
| 11 | 25-1435979 | 5.72M | 12.15% | 5.72M | — | 4.80M | — | HC | Pennsylvania | 2013-02-08 | ↗ |
| 12 | PNC Bancorp, Inc. 51-0326854 | 5.72M | 12.15% | 5.72M | — | 4.80M | — | HC | Pennsylvania | 2013-02-08 | ↗ |
| 13 | Association 22-1146430 | 5.61M | 12.15% | 5.61M | — | 792.7K | 4.8K | BK | Pennsylvania | 2020-02-07 | ↗ |
| 14 | Inc. 25-1435979 | 5.61M | 12.15% | 5.61M | — | 792.7K | 4.8K | HC | Pennsylvania | 2020-02-07 | ↗ |
| 15 | Inc. 51-0326854 | 5.61M | 12.15% | 5.61M | — | 792.7K | 4.8K | HC | Pennsylvania | 2020-02-07 | ↗ |
| 16 | (1)Names of reporting persons. BlackRock, Inc. | 2.49M | 5.40% | 2.40M | — | 2.49M | — | HC | Delaware | 2024-01-31 | ↗ |
| 17 | 61-0734935 | 877.00 | 0.01% | — | — | — | — | IA | Kentucky | 2006-02-14 | ↗ |
| 18 | 38-2636152 | 656.00 | 0.01% | 656.00 | — | 656.00 | — | IA | Michigan | 2009-02-12 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
405
-19 vs prev Q
New positions
56
Closed positions
77
Increased
228
Reduced
124
Put/Call ratio
0.28
Calls held
141.4K
Puts held
39.4K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | 4.91M -211.0 (0.0%) | 1.41B -153.2M (-9.8%) | 10.54% -0.087 pp | 0.77% -0.178 pp | USD212.92 +34.6% | 51 qtrs — |
| 2 | VANGUARD GROUP INC | 2.92M -24.7K (-0.8%) | 837.43M -99.9M (-10.7%) | 6.27% -0.105 pp | 0.01% -0.002 pp | USD176.98 +62.0% | 84 qtrs — |
| 3 | CRESSET ASSET MANAGEMENT, LLC | 1.75M +4.0 (+0.0%) | 501.45M -55.1M (-9.9%) | 3.76% -0.031 pp | 2.11% -0.239 pp | USD419.01 -31.6% | 6 qtrs — |
| 4 | BLACKROCK, INC. | 1.56M -29.1K (-1.8%) | 446.93M -58.4M (-11.6%) | 3.35% -0.090 pp | 0.01% -0.001 pp | USD532.05 -46.1% | 6 qtrs — |
| 5 | STATE STREET CORP | 1.36M -11.1K (-0.8%) | 390.55M -46.5M (-10.6%) | 2.93% -0.048 pp | 0.01% -0.002 pp | USD351.72 -18.5% | 51 qtrs — |
| 6 | INVESCO LTD. | 819.1K +110.5K (+15.6%) | 234.80M +9.4M (+4.2%) | 1.76% +0.225 pp | 0.04% +0.001 pp | USD357.66 -19.9% | 57 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 810.4K +10.9K (+1.4%) | 231.57M -22.0M (-8.7%) | 1.74% +0.009 pp | 0.01% -0.002 pp | USD316.44 -9.4% | 78 qtrs — |
| 8 | FRANKLIN RESOURCES INC | 499.3K -189.7K (-27.5%) | 143.12M -76.1M (-34.7%) | 1.07% -0.420 pp | 0.04% -0.020 pp | USD85.87 +233.8% | 51 qtrs — |
| 9 | PROSHARE ADVISORS LLC | 498.5K +36.9K (+8.0%) | 142.89M -4.0M (-2.7%) | 1.07% +0.071 pp | 0.25% -0.055 pp | USD395.22 -27.5% | 10 qtrs — |
| 10 | MORGAN STANLEY | 399.1K +63.1K (+18.8%) | 114.40M +7.5M (+7.0%) | 0.86% +0.130 pp | 0.01% +0.000 pp | USD309.71 -7.4% | 51 qtrs — |
| 11 | BANK OF AMERICA CORP /DE/ | 364.4K +76.0K (+26.4%) | 104.45M +12.7M (+13.8%) | 0.78% +0.158 pp | 0.01% +0.001 pp | USD352.65 -18.7% | 52 qtrs — |
| 12 | GOLDMAN SACHS GROUP INC | 266.0K +66.1K (+33.1%) | 76.24M +12.7M (+19.9%) | 0.57% +0.139 pp | 0.01% +0.002 pp | USD307.28 -6.7% | 73 qtrs — |
| 13 | DIMENSIONAL FUND ADVISORS LP | 225.1K -3.5K (-1.5%) | 64.53M -8.2M (-11.3%) | 0.48% -0.012 pp | 0.01% -0.002 pp | USD166.97 +71.7% | 51 qtrs — |
| 14 | NORTHERN TRUST CORP | 178.7K +4.8K (+2.8%) | 51.22M -4.1M (-7.4%) | 0.38% +0.007 pp | 0.01% -0.001 pp | USD242.33 +18.3% | 51 qtrs — |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 178.4K +3.6K (+2.1%) | 51.14M -4.5M (-8.1%) | 0.38% +0.005 pp | 0.01% -0.001 pp | USD213.94 +34.0% | 100 qtrs — |
| 16 | NORGES BANK | 172.0K +172.0K (+100.0%) | 49.30M +49.3M (+100.0%) | 0.37% +0.369 pp | 0.01% +0.005 pp | USD286.65 +0.0% | 1 qtrs NEW |
| 17 | CBOE VEST FINANCIAL, LLC | 152.8K +3.4K (+2.3%) | 43.81M -3.7M (-7.8%) | 0.33% +0.005 pp | 0.56% -0.065 pp | USD403.11 -28.9% | 4 qtrs — |
| 18 | BANK OF NEW YORK MELLON CORP | 150.5K +9.8K (+6.9%) | 43.14M -1.6M (-3.7%) | 0.32% +0.019 pp | 0.01% -0.001 pp | USD209.14 +37.1% | 66 qtrs — |
| 19 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 137.6K -11.2K (-7.5%) | 39.44M -7.9M (-16.7%) | 0.30% -0.027 pp | 0.07% -0.018 pp | USD388.79 -26.3% | 25 qtrs — |
| 20 | UBS GROUP AG | 132.2K +13.5K (+11.4%) | 37.89M +142.3K (+0.4%) | 0.28% +0.027 pp | 0.01% +0.000 pp | USD392.65 -27.0% | 45 qtrs — |
| 21 | NOMURA ASSET MANAGEMENT CO LTD | 120.3K +7.3K (+6.5%) | 34.49M -1.5M (-4.1%) | 0.26% +0.014 pp | 0.09% -0.007 pp | USD387.74 -26.1% | 27 qtrs — |
| 22 | UBS ASSET MANAGEMENT AMERICAS INC | 118.7K -4.8K (-3.9%) | 34.03M -5.3M (-13.4%) | 0.25% -0.013 pp | 0.01% -0.001 pp | USD216.68 +32.3% | 41 qtrs — |
| 23 | DEUTSCHE BANK AG\ | 117.1K +16.1K (+15.9%) | 33.56M +1.4M (+4.4%) | 0.25% +0.033 pp | 0.01% +0.000 pp | USD374.08 -23.4% | 50 qtrs — |
| 24 | BNP PARIBAS ARBITRAGE, SNC | 104.4K +22.7K (+27.8%) | 29.92M +3.9M (+15.1%) | 0.22% +0.047 pp | 0.01% 0.000 pp | USD359.80 -20.3% | 51 qtrs — |
| 25 | SUMMIT TRAIL ADVISORS, LLC | 103.7K +74.1K (+250.2%) | 29.72M +20.3M (+215.6%) | 0.22% +0.159 pp | 0.51% +0.384 pp | USD301.70 -5.0% | 3 qtrs — |
| 26 | LEGAL & GENERAL GROUP PLC | 92.5K +4.0K (+4.6%) | 26.51M -1.6M (-5.8%) | 0.20% +0.007 pp | 0.01% 0.000 pp | USD238.47 +20.2% | 75 qtrs — |
| 27 | BARCLAYS PLC | 83.1K -6.5K (-7.2%) | 23.83M -24.5M (-50.7%) | 0.18% -0.016 pp | 0.01% -0.007 pp | USD459.56 -37.6% | 51 qtrs — |
| 28 | D. E. SHAW & CO., INC. | 75.6K +8.4K (+12.6%) | 21.68M +303.3K (+1.4%) | 0.16% +0.017 pp | 0.01% 0.000 pp | USD336.45 -14.8% | 4 qtrs — |
| 29 | COLUMBIA ASSET MANAGEMENT | 71.7K +402.0 (+0.6%) | 20.57M -2.1M (-9.4%) | 0.15% 0.000 pp | 3.66% -0.592 pp | USD192.97 +48.5% | 15 qtrs — |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 70.3K +49.0K (+230.0%) | 20.15M +13.4M (+197.4%) | 0.15% +0.105 pp | 0.00% +0.002 pp | USD307.97 -6.9% | 27 qtrs — |
| 31 | SWISS NATIONAL BANK | 69.2K -4.0K (-5.5%) | 19.84M -3.5M (-14.8%) | 0.15% -0.010 pp | 0.01% -0.002 pp | USD190.95 +50.1% | 41 qtrs — |
| 32 | ALLEGHENY FINANCIAL GROUP LTD | 65.6K +10.0 (+0.0%) | 18.82M -2.1M (-9.9%) | 0.14% -0.001 pp | 2.79% -1.117 pp | USD248.08 +15.5% | 21 qtrs — |
| 33 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 64.8K +544.0 (+0.8%) | 18.57M -1.9M (-9.1%) | 0.14% +0.000 pp | 0.01% -0.001 pp | USD285.30 +0.5% | 27 qtrs — |
| 34 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 64.0K +3.1K (+5.0%) | 17.78M -1.6M (-8.3%) | 0.14% +0.006 pp | 0.01% -0.002 pp | USD362.00 -20.8% | 29 qtrs — |
| 35 | CITIGROUP INC | 61.1K +16.4K (+36.7%) | 17.51M +3.3M (+23.2%) | 0.13% +0.034 pp | 0.01% +0.001 pp | USD336.51 -14.8% | 71 qtrs — |
| 36 | TRUIST FINANCIAL CORP | 60.7K +— (+0.0%) | 17.40M -1.9M (-9.9%) | 0.13% -0.001 pp | 0.02% -0.003 pp | USD185.00 +54.9% | 26 qtrs — |
| 37 | COLONY GROUP, LLC | 58.2K +57.0K (+4,717.2%) | 16.69M +16.4M (+5,968.1%) | 0.13% +0.122 pp | 0.02% +0.019 pp | USD287.30 -0.2% | 2 qtrs — |
| 38 | TUDOR INVESTMENT CORP ET AL | 57.6K +6.8K (+13.3%) | 16.50M +336.5K (+2.1%) | 0.12% +0.014 pp | 0.03% +0.003 pp | USD321.00 -10.7% | 4 qtrs — |
| 39 | AMUNDI | 55.7K -18.7K (-25.1%) | 15.96M -7.5M (-32.1%) | 0.12% -0.041 pp | 0.00% -0.003 pp | USD291.33 -1.6% | 19 qtrs — |
| 40 | HSBC HOLDINGS PLC | 50.6K -20.7K (-29.0%) | 14.53M -8.1M (-35.8%) | 0.11% -0.046 pp | 0.01% -0.005 pp | USD430.74 -33.5% | 28 qtrs — |
| 41 | ERSTE ASSET MANAGEMENT GMBH | 50.0K +22.3K (+80.8%) | 14.33M +5.7M (+65.5%) | 0.11% +0.048 pp | 0.12% +0.037 pp | USD250.84 +14.3% | 24 qtrs — |
| 42 | JPMORGAN CHASE & CO | 49.2K -85.1K (-63.4%) | 14.10M -28.6M (-67.0%) | 0.11% -0.185 pp | 0.00% -0.002 pp | USD309.90 -7.5% | 41 qtrs — |
| 43 | JANE STREET GROUP, LLC | 42.6K +3.7K (+9.5%) | 12.21M -165.1K (-1.3%) | 0.09% +0.007 pp | 0.00% +0.000 pp | USD397.01 -27.8% | 5 qtrs — |
| 44 | RENAISSANCE TECHNOLOGIES LLC | 40.5K +34.4K (+566.3%) | 11.60M +9.7M (+500.3%) | 0.09% +0.074 pp | 0.02% +0.015 pp | USD291.38 -1.6% | 2 qtrs — |
| 45 | RHUMBLINE ADVISERS | 39.6K +1.1K (+2.9%) | 11.34M -893.0K (-7.3%) | 0.08% +0.002 pp | 0.01% -0.001 pp | USD288.80 -0.7% | 51 qtrs — |
| 46 | TWO SIGMA INVESTMENTS, LP | 39.4K +26.1K (+196.5%) | 11.29M +7.1M (+167.2%) | 0.08% +0.056 pp | 0.02% +0.010 pp | USD299.53 -4.3% | 3 qtrs — |
| 47 | PRICE T ROWE ASSOCIATES INC /MD/ | 38.1K +514.0 (+1.4%) | 10.91M -1.0M (-8.7%) | 0.08% +0.000 pp | 0.00% 0.000 pp | USD432.35 -33.7% | 75 qtrs — |
| 48 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 33.9K -2.0 (0.0%) | 9.71M -1.1M (-9.9%) | 0.07% -0.001 pp | 0.02% -0.003 pp | USD463.74 -38.2% | 6 qtrs — |
| 49 | PRINCIPAL FINANCIAL GROUP INC | 29.7K +1.0K (+3.6%) | 8.51M -607.3K (-6.7%) | 0.06% +0.002 pp | 0.00% 0.000 pp | USD289.58 -1.0% | 65 qtrs — |
| 50 | MAI CAPITAL MANAGEMENT | 29.2K +492.0 (+1.7%) | 8.38M -764.5K (-8.4%) | 0.06% +0.001 pp | 0.05% -0.009 pp | USD405.57 -29.3% | 10 qtrs — |
| 51 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 28.9K -3.6K (-11.1%) | 8.28M -2.1M (-19.9%) | 0.06% -0.008 pp | 0.01% -0.002 pp | USD156.75 +82.9% | 52 qtrs — |
| 52 | GOTHAM ASSET MANAGEMENT, LLC | 27.0K +4.4K (+19.7%) | 7.74M +562.2K (+7.8%) | 0.06% +0.009 pp | 0.03% -0.003 pp | USD250.62 +14.4% | 18 qtrs — |
| 53 | MILLENNIUM MANAGEMENT LLC | 26.2K +18.9K (+258.1%) | 7.52M +5.2M (+222.6%) | 0.06% +0.041 pp | 0.00% +0.002 pp | USD337.22 -15.0% | 33 qtrs — |
| 54 | MAN GROUP PLC | 25.1K -4.3K (-14.6%) | 7.18M -2.1M (-23.0%) | 0.05% -0.010 pp | 0.01% -0.004 pp | USD323.57 -11.4% | 22 qtrs — |
| 55 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 22.8K +22.8K (+100.0%) | 6.54M +6.5M (+100.0%) | 0.05% +0.049 pp | 0.02% +0.023 pp | USD286.65 +0.0% | 1 qtrs NEW |
| 56 | CITADEL ADVISORS LLC | 22.7K -13.3K (-36.9%) | 6.50M -4.9M (-43.2%) | 0.05% -0.029 pp | 0.00% -0.001 pp | USD329.02 -12.9% | 52 qtrs — |
| 57 | BANK OF MONTREAL /CAN/ | 22.1K +2.7K (+14.0%) | 6.33M +165.0K (+2.7%) | 0.05% +0.006 pp | 0.00% 0.000 pp | USD422.21 -32.1% | 51 qtrs — |
| 58 | RUSSELL INVESTMENTS GROUP, LTD. | 21.6K +3.9K (+22.2%) | 6.21M +582.4K (+10.3%) | 0.05% +0.008 pp | 0.01% +0.000 pp | USD294.63 -2.7% | 37 qtrs — |
| 59 | ALBERTA INVESTMENT MANAGEMENT CORP | 19.9K +5.6K (+39.2%) | 5.70M +1.2M (+25.4%) | 0.04% +0.012 pp | 0.03% +0.001 pp | USD325.84 -12.0% | 24 qtrs — |
| 60 | REHMANN CAPITAL ADVISORY GROUP | 19.9K +1.8K (+10.1%) | 5.70M -45.7K (-0.8%) | 0.04% +0.004 pp | 0.30% -0.018 pp | USD186.27 +53.9% | 16 qtrs — |
| 61 | MITSUBISHI UFJ TRUST & BANKING CORP | 19.7K +1.4K (+7.9%) | 5.63M -162.2K (-2.8%) | 0.04% +0.003 pp | 0.01% +0.001 pp | USD232.57 +23.3% | 27 qtrs — |
| 62 | ALLIANCEBERNSTEIN L.P. | 19.4K +3.3K (+20.2%) | 5.55M +425.0K (+8.3%) | 0.04% +0.007 pp | 0.00% +0.000 pp | USD298.43 -3.9% | 61 qtrs — |
| 63 | CANADA PENSION PLAN INVESTMENT BOARD | 19.0K -20.3K (-51.6%) | 5.46M -7.0M (-56.4%) | 0.04% -0.044 pp | 0.00% -0.005 pp | USD330.53 -13.3% | 9 qtrs — |
| 64 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 19.0K +15.4K (+429.9%) | 5.45M +4.3M (+377.5%) | 0.04% +0.033 pp | 0.00% +0.003 pp | USD292.60 -2.0% | 2 qtrs — |
| 65 | PDT PARTNERS, LLC | 18.9K +18.9K (+100.0%) | 5.43M +5.4M (+100.0%) | 0.04% +0.041 pp | 0.35% +0.352 pp | USD286.65 +0.0% | 3 qtrs — |
| 66 | YOUSIF CAPITAL MANAGEMENT, LLC | 18.8K -483.0 (-2.5%) | 5.39M -741.2K (-12.1%) | 0.04% -0.001 pp | 0.06% -0.006 pp | USD396.43 -27.7% | 10 qtrs — |
| 67 | VOLEON CAPITAL MANAGEMENT LP | 18.3K +4.6K (+34.2%) | 5.23M +903.8K (+20.9%) | 0.04% +0.010 pp | 0.11% +0.007 pp | USD359.55 -20.3% | 5 qtrs — |
| 68 | WEDGEWOOD INVESTORS INC /PA/ | 18.2K -3.4K (-15.6%) | 5.21M -1.6M (-23.9%) | 0.04% -0.008 pp | 5.93% -1.576 pp | USD364.30 -21.3% | 7 qtrs — |
| 69 | JANNEY MONTGOMERY SCOTT LLC | 17.8K -2.8K (-13.4%) | 5.11M -1.4M (-22.0%) | 0.04% -0.006 pp | 0.01% -0.004 pp | USD399.13 -28.2% | 23 qtrs — |
| 70 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 17.4K +3.5K (+25.3%) | 4.98M +637.0K (+14.7%) | 0.04% +0.007 pp | 0.01% +0.003 pp | USD256.38 +11.8% | 41 qtrs — |
| 71 | MAVERICK CAPITAL LTD | 17.3K +17.3K (+100.0%) | 4.96M +5.0M (+100.0%) | 0.04% +0.037 pp | 0.05% +0.053 pp | USD286.65 +0.0% | 1 qtrs NEW |
| 72 | RESONA ASSET MANAGEMENT CO.,LTD. | 16.6K +584.0 (+3.7%) | 4.75M -297.3K (-5.9%) | 0.04% +0.001 pp | 0.02% -0.001 pp | USD402.93 -28.9% | 8 qtrs — |
| 73 | CERITY PARTNERS LLC | 16.6K +2.1K (+14.3%) | 4.67M +130.0K (+2.9%) | 0.04% +0.004 pp | 0.01% -0.001 pp | USD346.48 -17.3% | 10 qtrs — |
| 74 | HBK SORCE ADVISORY LLC | 16.1K -61.0 (-0.4%) | 4.65M -514.9K (-10.0%) | 0.03% 0.000 pp | 0.11% -0.019 pp | USD270.04 +6.2% | 77 qtrs — |
| 75 | POINT72 ASSET MANAGEMENT, L.P. | 16.2K +10.2K (+169.2%) | 4.63M +2.7M (+142.5%) | 0.03% +0.022 pp | 0.01% +0.002 pp | USD314.20 -8.8% | 5 qtrs — |
| 76 | — | 16.1K -4.9K (-23.3%) | 4.61M -2.1M (-30.9%) | 0.03% -0.011 pp | 0.02% -0.011 pp | USD408.88 -29.9% | 12 qtrs — |
| 77 | NUVEEN, LLC | 16.0K -1.7K (-9.6%) | 4.60M -1.0M (-18.6%) | 0.03% -0.004 pp | 0.00% 0.000 pp | USD379.71 -24.5% | 4 qtrs — |
| 78 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 15.4K -8.0 (-0.1%) | 4.42M -488.2K (-10.0%) | 0.03% 0.000 pp | 0.00% 0.000 pp | USD260.23 +10.2% | 16 qtrs — |
| 79 | PRUDENTIAL PLC | 14.8K +11.6K (+361.7%) | 4.24M +3.2M (+316.0%) | 0.03% +0.025 pp | 0.03% +0.026 pp | USD296.18 -3.2% | 13 qtrs — |
| 80 | QUANTINNO CAPITAL MANAGEMENT LP | 14.4K +3.4K (+30.9%) | 4.13M +627.4K (+17.9%) | 0.03% +0.007 pp | 0.01% -0.001 pp | USD331.60 -13.6% | 8 qtrs — |
| 81 | SG AMERICAS SECURITIES, LLC | 14.4K +11.3K (+358.8%) | 4.12M +3.1M (+313.2%) | 0.03% +0.024 pp | 0.01% +0.002 pp | USD311.23 -7.9% | 36 qtrs — |
| 82 | LOS ANGELES CAPITAL MANAGEMENT LLC | 13.0K +— (+0.0%) | 4.03M -111.0K (-2.7%) | 0.03% 0.000 pp | 0.01% 0.000 pp | USD340.19 -15.7% | 49 qtrs — |
| 83 | STATE OF WISCONSIN INVESTMENT BOARD | 13.7K -4.4K (-24.5%) | 3.93M -1.8M (-32.0%) | 0.03% -0.010 pp | 0.01% -0.005 pp | USD317.87 -9.8% | 51 qtrs — |
| 84 | NATIONAL BANK OF CANADA /FI/ | 13.7K -2.0K (-13.0%) | 3.92M -1.1M (-21.6%) | 0.03% -0.005 pp | 0.00% -0.001 pp | USD493.08 -41.9% | 17 qtrs — |
| 85 | DANSKE BANK A/S | 13.3K +780.0 (+6.2%) | 3.81M -170.7K (-4.3%) | 0.03% +0.002 pp | 0.01% -0.001 pp | USD390.19 -26.5% | 8 qtrs — |
| 86 | CHEVY CHASE TRUST HOLDINGS, LLC | 12.9K -87.0 (-0.7%) | 3.69M -433.5K (-10.5%) | 0.03% 0.000 pp | 0.01% -0.001 pp | USD538.43 -46.8% | 6 qtrs — |
| 87 | AVIVA PLC | 12.7K +673.0 (+5.6%) | 3.64M -185.6K (-4.9%) | 0.03% +0.001 pp | 0.01% -0.001 pp | USD343.60 -16.6% | 3 qtrs — |
| 88 | VICTORY CAPITAL MANAGEMENT INC | 12.1K -59.0 (-0.5%) | 3.47M -400.4K (-10.3%) | 0.03% 0.000 pp | 0.00% 0.000 pp | USD249.06 +15.1% | 40 qtrs — |
| 89 | ENSIGN PEAK ADVISORS, INC | 11.8K -4.2K (-26.5%) | 3.37M -1.7M (-33.8%) | 0.03% -0.009 pp | 0.01% -0.002 pp | USD283.06 +1.3% | 21 qtrs — |
| 90 | APG ASSET MANAGEMENT N.V. | 13.7K -480.0 (-3.4%) | 3.35M -496.3K (-12.9%) | 0.03% -0.001 pp | 0.01% -0.001 pp | USD408.54 -29.8% | 28 qtrs — |
| 91 | MEDIOLANUM INTERNATIONAL FUNDS LTD | 11.4K -4.6K (-28.7%) | 3.29M -1.7M (-34.5%) | 0.02% -0.010 pp | 0.03% -0.020 pp | USD353.16 -18.8% | 5 qtrs — |
| 92 | PRUDENTIAL FINANCIAL INC | 11.3K -1.3K (-10.4%) | 3.23M -773.1K (-19.3%) | 0.02% -0.003 pp | 0.00% -0.001 pp | USD496.56 -42.3% | 12 qtrs — |
| 93 | ASSET MANAGEMENT ONE CO., LTD. | 11.2K -487.0 (-4.2%) | 3.22M -499.0K (-13.4%) | 0.02% -0.001 pp | 0.01% -0.002 pp | USD287.11 -0.2% | 27 qtrs — |
| 94 | OCCUDO QUANTITATIVE STRATEGIES LP | 11.2K +11.2K (+100.0%) | 3.21M +3.2M (+100.0%) | 0.02% +0.024 pp | 0.21% +0.215 pp | USD286.65 +0.0% | 1 qtrs NEW |
| 95 | TORONTO DOMINION BANK | 11.2K -850.0 (-7.1%) | 3.20M -622.2K (-16.3%) | 0.02% -0.002 pp | 0.00% -0.001 pp | USD441.42 -35.1% | 27 qtrs — |
| 96 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 10.9K +812.0 (+8.1%) | 3.13M -66.1K (-2.1%) | 0.02% +0.002 pp | 0.01% 0.000 pp | USD401.27 -28.6% | 5 qtrs — |
| 97 | PICTET ASSET MANAGEMENT HOLDING SA | 10.8K +245.0 (+2.3%) | 3.09M -262.1K (-7.8%) | 0.02% +0.000 pp | 0.00% 0.000 pp | USD337.05 -15.0% | 10 qtrs — |
| 98 | VIDENT ADVISORY, LLC | 10.7K +234.0 (+2.2%) | 3.07M -263.6K (-7.9%) | 0.02% +0.000 pp | 0.03% -0.004 pp | USD339.55 -15.6% | 9 qtrs — |
| 99 | ROYAL BANK OF CANADA | 10.7K -57.8K (-84.4%) | 3.07M -18.7M (-85.9%) | 0.02% -0.125 pp | 0.00% -0.003 pp | USD393.83 -27.2% | 51 qtrs — |
| 100 | TREXQUANT INVESTMENT LP | 10.6K -22.0K (-67.5%) | 3.04M -7.3M (-70.7%) | 0.02% -0.048 pp | 0.03% -0.080 pp | USD333.08 -13.9% | 5 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 328 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Global X - S&P 500 Quality Dividend ETF QDIV | 2.14% | 616.4K | 0.20% |
| 2 | State Street SPDR S&P Insurance ETF KIE | 1.87% | 10.39M | 0.35% |
| 3 | Formidable Fortress ETF KONG | 1.55% | 342.7K | 0.89% |
| 4 | ProShares - S&P 500 Dividend Aristocrats ETF NOBL | 1.37% | 159.51M | 0.35% |
| 5 | FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF KNG | 1.37% | 46.66M | 0.74% |
| 6 | Invesco S&P 500 Equal Weight Financials ETF RSPF | 1.33% | 4.03M | 0.40% |
| 7 | Invesco S&P 500 GARP ETF SPGP | 1.13% | 25.11M | 0.36% |
| 8 | VictoryShares Dividend Accelerator ETF VSDA | 1.04% | 2.50M | 0.40% |
| 9 | First Trust SMID Growth Strength ETF FSGS | 1.00% | 306.1K | 0.61% |
| 10 | iShares U.S. Insurance ETF IAK | 0.70% | 3.33M | 0.38% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
34
Sells
0
Shares acquired
1.3K
Shares disposed
—
Cash buys
—
Cash sales
—
Net activity
+1,254
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | DaBreo Anthony | Officer | S-Sale | D | Class A Common Stock | 465 | 217.10 | 101.0K | 909 | D | ↗ |
| 2026-04-30 | Smith Douglas Edward | Officer | J-Other | A | Class A Common Stock | 4 | 218.93 | 861.71 | 5,169 | D | ↗ |
| 2026-04-30 | Shine Sarah | Officer | J-Other | A | Class A Common Stock | 9 | 218.93 | 2.0K | 547 | D | ↗ |
| 2026-04-30 | Pelkowski Julie Marie | Officer | J-Other | A | Class A Common Stock | 8 | 218.93 | 1.7K | 671 | D | ↗ |
| 2026-04-30 | DaBreo Anthony | Officer | J-Other | A | Class A Common Stock | 10 | 218.93 | 2.1K | 1,374 | D | ↗ |
| 2026-04-30 | Cook Cody | Officer | J-Other | A | Class A Common Stock | 9 | 218.93 | 2.1K | 1,136 | D | ↗ |
| 2026-04-21 | Vorsheck Elizabeth A | Director / 10% Owner | A-Award | A | Directors' Deferred Compensation Share Credits | 83 | 0.00 | — | 14,461 | D | ↗ |
| 2026-04-21 | Srinivasa Parthasarathy | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 11 | 0.00 | — | 1,934 | D | ↗ |
| 2026-04-21 | Shine Sarah | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 15 | 0.00 | — | 2,694 | D | ↗ |
| 2026-04-21 | Pelkowski Julie Marie | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 12 | 0.00 | — | 2,094 | D | ↗ |
| 2026-04-21 | Palmer Thomas W | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 90 | 0.00 | — | 15,717 | D | ↗ |
| 2026-04-21 | Novacek Jorie L | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 5 | 0.00 | — | 792 | D | ↗ |
| 2026-04-21 | NECASTRO TIMOTHY G | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 74 | 0.00 | — | 12,918 | D | ↗ |
| 2026-04-21 | Hudson Brian Arden Sr. | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 19 | 0.00 | — | 3,365 | D | ↗ |
| 2026-04-21 | Hagen Thomas B | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 83 | 0.00 | — | 14,461 | D | ↗ |
| 2026-04-21 | Hagen Jonathan Hirt | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 97 | 0.00 | — | 16,994 | D | ↗ |
| 2026-04-21 | HARTZ CHARLES SCOTT | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 111 | 0.00 | — | 19,309 | D | ↗ |
| 2026-04-21 | Edwards William David | Director | — | — | No Securities Beneficially Owned | 0 | 0.00 | — | 0 | D | ↗ |
| 2026-04-21 | Dugan Sean | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 6 | 0.00 | — | 1,002 | D | ↗ |
| 2026-04-21 | Datesh LuAnn | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 24 | 0.00 | — | 4,161 | D | ↗ |
| 2026-04-21 | Correnti Salvatore | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 16 | 0.00 | — | 2,782 | D | ↗ |
| 2026-04-21 | Cook Cody | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 7 | 0.00 | — | 1,284 | D | ↗ |
| 2026-04-21 | Cipriani Marc | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 13 | 0.00 | — | 2,223 | D | ↗ |
| 2026-04-21 | CONNELL EUGENE C | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 19 | 0.00 | — | 3,365 | D | ↗ |
| 2026-04-21 | Bolash Brian W. | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 18 | 0.00 | — | 3,158 | D | ↗ |
| 2026-04-21 | BORNEMAN J RALPH JR | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 117 | 0.00 | — | 20,420 | D | ↗ |
| 2026-04-20 | Vorsheck Elizabeth A | Director / 10% Owner | A-Award | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 14,378 | D | ↗ |
| 2026-04-20 | Palmer Thomas W | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 15,627 | D | ↗ |
| 2026-04-20 | Hudson Brian Arden Sr. | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 3,345 | D | ↗ |
| 2026-04-20 | Hagen Thomas B | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 14,378 | D | ↗ |
| 2026-04-20 | Hagen Jonathan Hirt | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 16,896 | D | ↗ |
| 2026-04-20 | HARTZ CHARLES SCOTT | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 19,199 | D | ↗ |
| 2026-04-20 | Datesh LuAnn | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 4,137 | D | ↗ |
| 2026-04-20 | Correnti Salvatore | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 2,766 | D | ↗ |
| 2026-04-20 | CONNELL EUGENE C | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 3,345 | D | ↗ |
| 2026-04-20 | BORNEMAN J RALPH JR | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 20,303 | D | ↗ |
| 2026-03-31 | Smith Douglas Edward | Officer | J-Other | A | Class A Common Stock | 1 | 251.31 | 289.01 | 5,165 | D | ↗ |
| 2026-03-31 | Shine Sarah | Officer | J-Other | A | Class A Common Stock | 6 | 251.31 | 1.4K | 538 | D | ↗ |
| 2026-03-31 | Pelkowski Julie Marie | Officer | J-Other | A | Class A Common Stock | 3 | 251.31 | 673.26 | 663 | D | ↗ |
| 2026-03-31 | DaBreo Anthony | Officer | J-Other | A | Class A Common Stock | 3 | 251.31 | 715.23 | 1,365 | D | ↗ |
| 2026-03-31 | Cook Cody | Officer | J-Other | A | Class A Common Stock | 6 | 251.31 | 1.5K | 1,127 | D | ↗ |
| 2026-03-18 | NECASTRO TIMOTHY G | Officer | G-Gift | D | Class A Common Stock | 2,039 | 0.00 | — | 9,541 | D | ↗ |
| 2026-03-13 | Srinivasa Parthasarathy | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 615 | 0.00 | — | 1,923 | D | ↗ |
| 2026-03-13 | Pelkowski Julie Marie | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 286 | 0.00 | — | 2,082 | D | ↗ |
| 2026-03-13 | Dugan Sean | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 225 | 0.00 | — | 996 | D | ↗ |
| 2026-02-28 | Smith Douglas Edward | Officer | J-Other | A | Class A Common Stock | 1 | 269.44 | 278.06 | 5,164 | D | ↗ |
| 2026-02-28 | Shine Sarah | Officer | J-Other | A | Class A Common Stock | 5 | 269.44 | 1.2K | 533 | D | ↗ |
| 2026-02-28 | Pelkowski Julie Marie | Officer | J-Other | A | Class A Common Stock | 2 | 269.44 | 632.91 | 660 | D | ↗ |
| 2026-02-28 | DaBreo Anthony | Officer | J-Other | A | Class A Common Stock | 3 | 269.44 | 687.07 | 1,362 | D | ↗ |
| 2026-02-28 | Cook Cody | Officer | J-Other | A | Class A Common Stock | 5 | 269.44 | 1.3K | 1,121 | D | ↗ |
| 2026-01-31 | Vorsheck Elizabeth A | Director / 10% Owner | A-Award | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 14,339 | D | ↗ |
| 2026-01-31 | Smith Douglas Edward | Officer | J-Other | A | Class A Common Stock | 3 | 283.01 | 729.88 | 5,163 | D | ↗ |
| 2026-01-31 | Shine Sarah | Officer | J-Other | A | Class A Common Stock | 7 | 283.01 | 1.8K | 528 | D | ↗ |
| 2026-01-31 | Pelkowski Julie Marie | Officer | J-Other | A | Class A Common Stock | 5 | 283.01 | 1.5K | 658 | D | ↗ |
| 2026-01-31 | Palmer Thomas W | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 15,588 | D | ↗ |
| 2026-01-31 | LUCORE GEORGE R | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 4,098 | D | ↗ |
| 2026-01-31 | Hudson Brian Arden Sr. | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 3,306 | D | ↗ |
| 2026-01-31 | Hagen Thomas B | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 14,339 | D | ↗ |
| 2026-01-31 | Hagen Jonathan Hirt | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 16,857 | D | ↗ |
| 2026-01-31 | HARTZ CHARLES SCOTT | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 19,159 | D | ↗ |
| 2026-01-31 | Datesh LuAnn | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 4,098 | D | ↗ |
| 2026-01-31 | DaBreo Anthony | Officer | J-Other | A | Class A Common Stock | 6 | 283.01 | 1.8K | 1,359 | D | ↗ |
| 2026-01-31 | Correnti Salvatore | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 2,726 | D | ↗ |
| 2026-01-31 | Cook Cody | Officer | J-Other | A | Class A Common Stock | 7 | 283.01 | 2.0K | 1,116 | D | ↗ |
| 2026-01-31 | CONNELL EUGENE C | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 3,306 | D | ↗ |
| 2026-01-31 | BORNEMAN J RALPH JR | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 20,264 | D | ↗ |
| 2026-01-30 | DaBreo Anthony | Officer | A-Award | A | Class A Common Stock | 500 | 280.87 | 140.4K | 1,353 | D | ↗ |
| 2026-01-21 | Vorsheck Elizabeth A | Director / 10% Owner | A-Award | A | Directors' Deferred Compensation Share Credits | 75 | 0.00 | — | 14,299 | D | ↗ |
| 2026-01-21 | Srinivasa Parthasarathy | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 7 | 0.00 | — | 1,308 | D | ↗ |
| 2026-01-21 | Shine Sarah | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 14 | 0.00 | — | 2,678 | D | ↗ |
| 2026-01-21 | Pelkowski Julie Marie | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 9 | 0.00 | — | 1,796 | D | ↗ |
| 2026-01-21 | Palmer Thomas W | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 81 | 0.00 | — | 15,548 | D | ↗ |
| 2026-01-21 | Novacek Jorie L | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 4 | 0.00 | — | 787 | D | ↗ |
| 2026-01-21 | NECASTRO TIMOTHY G | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 67 | 0.00 | — | 12,844 | D | ↗ |
| 2026-01-21 | LUCORE GEORGE R | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 22 | 0.00 | — | 4,058 | D | ↗ |
| 2026-01-21 | Hudson Brian Arden Sr. | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 17 | 0.00 | — | 3,266 | D | ↗ |
| 2026-01-21 | Hagen Thomas B | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 75 | 0.00 | — | 14,299 | D | ↗ |
| 2026-01-21 | Hagen Jonathan Hirt | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 88 | 0.00 | — | 16,818 | D | ↗ |
| 2026-01-21 | HARTZ CHARLES SCOTT | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 100 | 0.00 | — | 19,120 | D | ↗ |
| 2026-01-21 | Dugan Sean | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 4 | 0.00 | — | 771 | D | ↗ |
| 2026-01-21 | Datesh LuAnn | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 22 | 0.00 | — | 4,058 | D | ↗ |
| 2026-01-21 | Correnti Salvatore | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 14 | 0.00 | — | 2,687 | D | ↗ |
| 2026-01-21 | Cook Cody | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 7 | 0.00 | — | 1,276 | D | ↗ |
| 2026-01-21 | Cipriani Marc | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 11 | 0.00 | — | 2,210 | D | ↗ |
| 2026-01-21 | CONNELL EUGENE C | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 17 | 0.00 | — | 3,266 | D | ↗ |
| 2026-01-21 | Bolash Brian W. | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 16 | 0.00 | — | 3,140 | D | ↗ |
| 2026-01-21 | BORNEMAN J RALPH JR | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 106 | 0.00 | — | 20,224 | D | ↗ |
| 2025-12-31 | Smith Douglas Edward | Officer | J-Other | A | Class A Common Stock | 2 | 286.65 | 454.91 | 5,160 | D | ↗ |
| 2025-12-31 | Shine Sarah | Officer | J-Other | A | Class A Common Stock | 12 | 286.65 | 3.5K | 522 | D | ↗ |
| 2025-12-31 | Pelkowski Julie Marie | Officer | J-Other | A | Class A Common Stock | 6 | 286.65 | 1.7K | 653 | D | ↗ |
| 2025-12-31 | DaBreo Anthony | Officer | J-Other | A | Class A Common Stock | 4 | 286.65 | 1.1K | 853 | D | ↗ |
| 2025-12-31 | Cook Cody | Officer | J-Other | A | Class A Common Stock | 1 | 286.65 | 397.87 | 1,109 | D | ↗ |
| 2025-12-23 | NECASTRO TIMOTHY G | Officer | G-Gift | D | Class A Common Stock | 3,481 | 0.00 | — | 11,580 | D | ↗ |
| 2025-11-30 | Cook Cody | Officer | J-Other | A | Class A Common Stock | 4 | 295.49 | 1.2K | 1,108 | D | ↗ |
| 2025-10-31 | Vorsheck Elizabeth A | Director / 10% Owner | A-Award | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 14,225 | D | ↗ |
| 2025-10-31 | Smith Douglas Edward | Officer | J-Other | A | Class A Common Stock | 3 | 292.64 | 904.26 | 5,158 | D | ↗ |
| 2025-10-31 | Shine Sarah | Officer | J-Other | A | Class A Common Stock | 3 | 292.64 | 786.03 | 509 | D | ↗ |
| 2025-10-31 | Pelkowski Julie Marie | Officer | J-Other | A | Class A Common Stock | 6 | 292.64 | 1.6K | 647 | D | ↗ |
| 2025-10-31 | Palmer Thomas W | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 15,467 | D | ↗ |
| 2025-10-31 | LUCORE GEORGE R | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 4,037 | D | ↗ |
| 2025-10-31 | Hudson Brian Arden Sr. | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 3,249 | D | ↗ |
| 2025-10-31 | Hagen Thomas B | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 14,225 | D | ↗ |
| 2025-10-31 | Hagen Jonathan Hirt | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 16,730 | D | ↗ |
| 2025-10-31 | HARTZ CHARLES SCOTT | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 19,020 | D | ↗ |
| 2025-10-31 | Datesh LuAnn | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 4,037 | D | ↗ |
| 2025-10-31 | DaBreo Anthony | Officer | J-Other | A | Class A Common Stock | 6 | 292.64 | 1.9K | 849 | D | ↗ |
| 2025-10-31 | Correnti Salvatore | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 2,672 | D | ↗ |
| 2025-10-31 | Cook Cody | Officer | J-Other | A | Class A Common Stock | 7 | 292.64 | 1.9K | 1,104 | D | ↗ |
| 2025-10-31 | CONNELL EUGENE C | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 3,249 | D | ↗ |
| 2025-10-31 | BORNEMAN J RALPH JR | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 20,119 | D | ↗ |
| 2025-10-21 | Vorsheck Elizabeth A | Director / 10% Owner | A-Award | A | Directors' Deferred Compensation Share Credits | 60 | 0.00 | — | 14,185 | D | ↗ |
| 2025-10-21 | Srinivasa Parthasarathy | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 5 | 0.00 | — | 1,301 | D | ↗ |
| 2025-10-21 | Shine Sarah | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 11 | 0.00 | — | 2,664 | D | ↗ |
| 2025-10-21 | Pelkowski Julie Marie | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 7 | 0.00 | — | 1,787 | D | ↗ |
| 2025-10-21 | Palmer Thomas W | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 65 | 0.00 | — | 15,427 | D | ↗ |
| 2025-10-21 | Novacek Jorie L | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 3 | 0.00 | — | 783 | D | ↗ |
| 2025-10-21 | NECASTRO TIMOTHY G | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 53 | 0.00 | — | 12,778 | D | ↗ |
| 2025-10-21 | LUCORE GEORGE R | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 17 | 0.00 | — | 3,997 | D | ↗ |
| 2025-10-21 | Hudson Brian Arden Sr. | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 14 | 0.00 | — | 3,209 | D | ↗ |
| 2025-10-21 | Hagen Thomas B | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 60 | 0.00 | — | 14,185 | D | ↗ |
| 2025-10-21 | Hagen Jonathan Hirt | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 70 | 0.00 | — | 16,690 | D | ↗ |
| 2025-10-21 | HARTZ CHARLES SCOTT | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 80 | 0.00 | — | 18,980 | D | ↗ |
| 2025-10-21 | Dugan Sean | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 3 | 0.00 | — | 767 | D | ↗ |
| 2025-10-21 | Datesh LuAnn | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 17 | 0.00 | — | 3,997 | D | ↗ |
| 2025-10-21 | Correnti Salvatore | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 11 | 0.00 | — | 2,633 | D | ↗ |
| 2025-10-21 | Cook Cody | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 5 | 0.00 | — | 1,270 | D | ↗ |
| 2025-10-21 | Cipriani Marc | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 9 | 0.00 | — | 2,199 | D | ↗ |
| 2025-10-21 | CONNELL EUGENE C | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 14 | 0.00 | — | 3,209 | D | ↗ |
| 2025-10-21 | Bolash Brian W. | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 13 | 0.00 | — | 3,124 | D | ↗ |
| 2025-10-21 | BORNEMAN J RALPH JR | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 84 | 0.00 | — | 20,079 | D | ↗ |
| 2025-09-30 | Shine Sarah | Officer | J-Other | A | Class A Common Stock | 5 | 318.16 | 1.4K | 507 | D | ↗ |
| 2025-09-30 | DaBreo Anthony | Officer | J-Other | A | Class A Common Stock | 3 | 318.16 | 1.1K | 842 | D | ↗ |
| 2025-09-30 | Cook Cody | Officer | J-Other | A | Class A Common Stock | 5 | 318.16 | 1.5K | 1,097 | D | ↗ |
| 2025-08-31 | Shine Sarah | Officer | J-Other | A | Class A Common Stock | 3 | 354.38 | 1.1K | 502 | D | ↗ |
| 2025-08-31 | DaBreo Anthony | Officer | J-Other | A | Class A Common Stock | 1 | 354.38 | 476.64 | 839 | D | ↗ |
| 2025-08-31 | Cook Cody | Officer | J-Other | A | Class A Common Stock | 3 | 354.38 | 1.2K | 1,092 | D | ↗ |
| 2025-07-31 | Vorsheck Elizabeth A | Director / 10% Owner | A-Award | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 14,125 | D | ↗ |
| 2025-07-31 | Smith Douglas Edward | Officer | J-Other | A | Class A Common Stock | 1 | 356.24 | 416.80 | 5,155 | D | ↗ |
| 2025-07-31 | Shine Sarah | Officer | J-Other | A | Class A Common Stock | 6 | 356.24 | 2.2K | 499 | D | ↗ |
| 2025-07-31 | Pelkowski Julie Marie | Officer | J-Other | A | Class A Common Stock | 3 | 356.24 | 918.74 | 641 | D | ↗ |
| 2025-07-31 | Palmer Thomas W | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 15,363 | D | ↗ |
| 2025-07-31 | LUCORE GEORGE R | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 3,980 | D | ↗ |
| 2025-07-31 | Hudson Brian Arden Sr. | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 3,196 | D | ↗ |
| 2025-07-31 | Hagen Thomas B | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 14,125 | D | ↗ |
| 2025-07-31 | Hagen Jonathan Hirt | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 16,620 | D | ↗ |
| 2025-07-31 | HARTZ CHARLES SCOTT | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 18,901 | D | ↗ |
| 2025-07-31 | Datesh LuAnn | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 3,980 | D | ↗ |
| 2025-07-31 | DaBreo Anthony | Officer | J-Other | A | Class A Common Stock | 5 | 356.24 | 1.6K | 838 | D | ↗ |
| 2025-07-31 | Correnti Salvatore | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 2,621 | D | ↗ |
| 2025-07-31 | Cook Cody | Officer | J-Other | A | Class A Common Stock | 7 | 356.24 | 2.4K | 1,089 | D | ↗ |
| 2025-07-31 | CONNELL EUGENE C | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 3,196 | D | ↗ |
| 2025-07-31 | BORNEMAN J RALPH JR | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 39 | 0.00 | — | 19,995 | D | ↗ |
| 2025-07-22 | Vorsheck Elizabeth A | Director / 10% Owner | A-Award | A | Directors' Deferred Compensation Share Credits | 53 | 0.00 | — | 14,086 | D | ↗ |
| 2025-07-22 | Srinivasa Parthasarathy | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 5 | 0.00 | — | 1,296 | D | ↗ |
| 2025-07-22 | Shine Sarah | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 10 | 0.00 | — | 2,653 | D | ↗ |
| 2025-07-22 | Pelkowski Julie Marie | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 7 | 0.00 | — | 1,779 | D | ↗ |
| 2025-07-22 | Palmer Thomas W | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 58 | 0.00 | — | 15,323 | D | ↗ |
| 2025-07-22 | Novacek Jorie L | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 3 | 0.00 | — | 780 | D | ↗ |
| 2025-07-22 | NECASTRO TIMOTHY G | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 48 | 0.00 | — | 12,724 | D | ↗ |
| 2025-07-22 | LUCORE GEORGE R | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 15 | 0.00 | — | 3,941 | D | ↗ |
| 2025-07-22 | Hudson Brian Arden Sr. | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 12 | 0.00 | — | 3,156 | D | ↗ |
| 2025-07-22 | Hagen Thomas B | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 53 | 0.00 | — | 14,086 | D | ↗ |
| 2025-07-22 | Hagen Jonathan Hirt | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 63 | 0.00 | — | 16,581 | D | ↗ |
| 2025-07-22 | HARTZ CHARLES SCOTT | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 71 | 0.00 | — | 18,861 | D | ↗ |
| 2025-07-22 | Dugan Sean | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 3 | 0.00 | — | 764 | D | ↗ |
| 2025-07-22 | Datesh LuAnn | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 15 | 0.00 | — | 3,941 | D | ↗ |
| 2025-07-22 | Correnti Salvatore | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 10 | 0.00 | — | 2,582 | D | ↗ |
| 2025-07-22 | Cook Cody | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 5 | 0.00 | — | 1,264 | D | ↗ |
| 2025-07-22 | Cipriani Marc | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 8 | 0.00 | — | 2,190 | D | ↗ |
| 2025-07-22 | CONNELL EUGENE C | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 12 | 0.00 | — | 3,156 | D | ↗ |
| 2025-07-22 | Bolash Brian W. | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 12 | 0.00 | — | 3,111 | D | ↗ |
| 2025-07-22 | BORNEMAN J RALPH JR | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 75 | 0.00 | — | 19,956 | D | ↗ |
| 2025-06-30 | Smith Douglas Edward | Officer | J-Other | A | Class A Common Stock | 1 | 346.79 | 249.00 | 5,154 | D | ↗ |
| 2025-06-30 | Shine Sarah | Officer | J-Other | A | Class A Common Stock | 4 | 346.79 | 1.2K | 493 | D | ↗ |
| 2025-06-30 | DaBreo Anthony | Officer | J-Other | A | Class A Common Stock | 2 | 346.79 | 620.75 | 833 | D | ↗ |
| 2025-06-30 | Cook Cody | Officer | J-Other | A | Class A Common Stock | 4 | 346.79 | 1.3K | 1,082 | D | ↗ |
| 2025-06-06 | Srinivasa Parthasarathy | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 762 | 0.00 | — | 1,291 | D | ↗ |
| 2025-06-06 | Novacek Jorie L | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 130 | 0.00 | — | 777 | D | ↗ |
| 2025-06-06 | Dugan Sean | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 132 | 0.00 | — | 761 | D | ↗ |
| 2025-06-06 | Bolash Brian W. | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 369 | 0.00 | — | 3,099 | D | ↗ |
| 2025-05-31 | Smith Douglas Edward | Officer | J-Other | A | Class A Common Stock | 1 | 358.51 | 182.84 | 5,153 | D | ↗ |
| 2025-05-31 | Shine Sarah | Officer | J-Other | A | Class A Common Stock | 3 | 358.51 | 1.1K | 489 | D | ↗ |
| 2025-05-31 | Pelkowski Julie Marie | Officer | J-Other | A | Class A Common Stock | 1 | 358.51 | 242.35 | 639 | D | ↗ |
| 2025-05-31 | DaBreo Anthony | Officer | J-Other | A | Class A Common Stock | 1 | 358.51 | 461.04 | 831 | D | ↗ |
| 2025-05-31 | Cook Cody | Officer | J-Other | A | Class A Common Stock | 3 | 358.51 | 1.2K | 1,078 | D | ↗ |
| 2025-04-30 | Smith Douglas Edward | Officer | J-Other | A | Class A Common Stock | 3 | 358.62 | 955.72 | 5,153 | D | ↗ |
| 2025-04-30 | Shine Sarah | Officer | J-Other | A | Class A Common Stock | 5 | 358.62 | 1.9K | 486 | D | ↗ |
| 2025-04-30 | Pelkowski Julie Marie | Officer | J-Other | A | Class A Common Stock | 5 | 358.62 | 1.9K | 638 | D | ↗ |
| 2025-04-30 | DaBreo Anthony | Officer | J-Other | A | Class A Common Stock | 6 | 358.62 | 2.3K | 830 | D | ↗ |
| 2025-04-30 | Cook Cody | Officer | J-Other | A | Class A Common Stock | 6 | 358.62 | 2.1K | 1,075 | D | ↗ |
| 2025-04-22 | Vorsheck Elizabeth A | Director / 10% Owner | A-Award | A | Directors' Deferred Compensation Share Credits | 47 | 0.00 | — | 14,033 | D | ↗ |
| 2025-04-22 | Srinivasa Parthasarathy | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 2 | 0.00 | — | 529 | D | ↗ |
| 2025-04-22 | Shine Sarah | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 9 | 0.00 | — | 2,643 | D | ↗ |
| 2025-04-22 | Pelkowski Julie Marie | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 6 | 0.00 | — | 1,773 | D | ↗ |
| 2025-04-22 | Palmer Thomas W | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 51 | 0.00 | — | 15,265 | D | ↗ |
| 2025-04-22 | Novacek Jorie L | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 2 | 0.00 | — | 647 | D | ↗ |
| 2025-04-22 | NECASTRO TIMOTHY G | Officer | J-Other | A | Incentive Compensation Deferral Plan Share Credits | 43 | 0.00 | — | 12,677 | D | ↗ |
| 2025-04-22 | LUCORE GEORGE R | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 13 | 0.00 | — | 3,925 | D | ↗ |
| 2025-04-22 | Hudson Brian Arden Sr. | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 11 | 0.00 | — | 3,144 | D | ↗ |
| 2025-04-22 | Hagen Thomas B | Director | J-Other | A | Directors' Deferred Compensation Share Credits | 47 | 0.00 | — | 14,033 | D | ↗ |
Executive team
Top executives
EBIT / Employee
106.6K
Shares Outstanding
46.19M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2007 | Jeffrey A. Ludrof, Former President and CEO* | 805.4K | — | 1.40M | — | — | 4.63M | 8.60M | 16.22% | ↗ |
| 2 | 2007 | John J. Brinling, Jr., President and CEO** | 336.7K | 73.8K | 1.05M | — | 244.7K | 1.04M | 2.74M | 38.27% | ↗ |
| 3 | 2007 | Philip A. Garcia, Executive Vice President and Chief Financial Officer | 398.0K | — | 540.0K | — | 221.3K | 44.6K | 1.32M | 40.83% | ↗ |
| 4 | 2007 | Thomas B. Morgan, Executive Vice President, Insurance Operations*** | 377.0K | — | 551.2K | — | 247.8K | 42.5K | 1.26M | 43.73% | ↗ |
| 5 | 2007 | Douglas F. Ziegler, Senior Vice President and Chief Investment Officer | 327.4K | 44.5K | 417.8K | — | 32.7K | 21.0K | 975.7K | 42.82% | ↗ |
| 6 | 2007 | Michael J. Krahe, Executive Vice President, Human Development and Leadership | 296.4K | — | 344.7K | — | 165.0K | 43.0K | 951.0K | 36.25% | ↗ |
| 7 | 2006 | Jeffrey A. Ludrof, President and CEO | 754.1K | — | 1.78M | — | 571.7K | 208.0K | 3.31M | 53.67% | ↗ |
| 8 | 2006 | Jeffrey A. Ludrof, Former President and CEO* | 754.1K | — | 1.78M | — | 571.7K | 112.3K | 3.31M | 53.67% | ↗ |
| 9 | 2006 | Jan R. Van Gorder, Senior Executive Vice President, Secretary and General Counsel | 461.9K | — | 759.2K | — | 232.2K | 231.3K | 1.68M | 45.06% | ↗ |
| 10 | 2006 | Philip A. Garcia, Executive Vice President and Chief Financial Officer | 375.6K | — | 608.1K | — | 189.8K | 106.5K | 1.28M | 47.51% | ↗ |
| 11 | 2006 | Philip A. Garcia, Executive Vice President and Chief Financial Officer | 375.6K | — | 608.1K | — | 189.8K | 60.3K | 1.28M | 47.51% | ↗ |
| 12 | 2006 | Thomas B. Morgan, Executive Vice President, Insurance Operations | 353.4K | — | 514.8K | — | 233.7K | 64.0K | 1.17M | 44.15% | ↗ |
| 13 | 2006 | Thomas B. Morgan, Executive Vice President, Insurance Operations*** | 353.4K | — | 514.8K | — | 233.7K | 35.6K | 1.17M | 44.15% | ↗ |
| 14 | 2006 | Douglas F. Ziegler, Senior Vice President and Chief Investment Officer | 309.7K | — | 481.0K | — | 170.5K | 91.8K | 1.05M | 45.68% | ↗ |
| 15 | 2006 | Douglas F. Ziegler, Senior Vice President and Chief Investment Officer | 309.7K | — | 481.0K | — | 170.5K | 26.9K | 1.05M | 45.68% | ↗ |
| 16 | 2006 | John J. Brinling, Jr., President and CEO** | 306.0K | — | 479.8K | — | 106.0K | 80.6K | 1.01M | 47.60% | ↗ |
| 17 | 2006 | Michael J. Krahe, Executive Vice President, Human Development and Leadership | 277.4K | 36.1K | 363.3K | — | 140.7K | 30.2K | 896.5K | 40.52% | ↗ |
| 18 | 2005 | Jeffrey A. Ludrof President and Chief Executive Officer | 707.1K | 964.0K | 337.7K | — | — | 125.5K | 2.13M | 15.82% | ↗ |
| 19 | 2005 | Jan R. Van Gorder Senior Executive Vice President, Secretary and General Counsel | 448.5K | 410.7K | 175.7K | — | — | 34.4K | 1.07M | 16.43% | ↗ |
| 20 | 2005 | Philip A. Garcia Executive Vice President and Chief Financial Officer | 354.4K | 310.2K | 139.0K | — | — | 25.3K | 828.9K | 16.77% | ↗ |
| 21 | 2005 | John J. Brinling, Jr. Executive Vice President, EFL | 296.6K | 301.4K | 118.7K | — | — | 32.4K | 749.2K | 15.84% | ↗ |
| 22 | 2005 | Thomas B. Morgan Executive Vice President, Insurance Operations | 318.6K | 316.1K | 44.7K | — | — | 18.7K | 698.1K | 6.41% | ↗ |
| 23 | 2004 | Jeffrey A. Ludrof President and Chief Executive Officer | 653.7K | 896.9K | 142.3K | — | — | 34.1K | 1.73M | 8.24% | ↗ |
| 24 | 2004 | Jan R. Van Gorder Senior Executive Vice President, Secretary and General Counsel | 437.8K | 484.9K | 184.6K | — | — | 30.9K | 1.14M | 16.22% | ↗ |
| 25 | 2004 | Philip A. Garcia Executive Vice President and Chief Financial Officer | 337.9K | 358.5K | 134.7K | — | — | 21.9K | 853.0K | 15.79% | ↗ |
| 26 | 2004 | John J. Brinling, Jr. Executive Vice President, EFL | 287.3K | 339.7K | 127.0K | — | — | 25.3K | 779.3K | 16.30% | ↗ |
| 27 | 2004 | Thomas B. Morgan Executive Vice President, Insurance Operations | 281.8K | 298.3K | 46.3K | — | — | 12.9K | 639.3K | 7.24% | ↗ |
| 28 | 2003 | Jeffrey A. Ludrof President and Chief Executive Officer | 645.0K | 323.1K | 126.0K | — | — | 37.0K | 1.13M | 11.14% | ↗ |
| 29 | 2003 | Jan R. Van Gorder Senior Executive Vice President, Secretary and General Counsel | 433.3K | 156.8K | 172.6K | — | — | 29.6K | 792.2K | 21.78% | ↗ |
| 30 | 2003 | Philip A. Garcia Executive Vice President and Chief Financial Officer | 332.3K | 118.7K | 126.0K | — | — | 20.6K | 597.5K | 21.08% | ↗ |
| 31 | 2003 | John J. Brinling, Jr. Executive Vice President, EFL | 284.8K | 101.1K | 122.2K | — | — | 27.6K | 535.7K | 22.81% | ↗ |
| 32 | 2003 | John J. Brinling, Jr. Executive Vice President | 284.8K | 101.1K | 122.2K | — | — | 27.6K | 535.7K | 22.81% | ↗ |
| 33 | 2003 | Douglas F. Ziegler Senior Vice President, Treasurer and Chief Investment Officer | 265.0K | 127.0K | 69.4K | — | — | 15.6K | 476.9K | 14.55% | ↗ |
| 34 | 2003 | Thomas B. Morgan Executive Vice President, Insurance Operations | 279.5K | 95.8K | — | — | — | 17.5K | 392.9K | 0.00% | ↗ |
| 35 | 2002 | Jeffrey A. Ludrof President and Chief Executive Officer | 521.5K | 560.1K | 85.3K | — | — | 43.0K | 1.21M | 7.05% | ↗ |
| 36 | 2002 | Jan R. Van Gorder Senior Executive Vice President, Secretary and General Counsel | 476.7K | 311.3K | 120.9K | — | — | 45.7K | 954.6K | 12.67% | ↗ |
| 37 | 2002 | Philip A. Garcia Executive Vice President and Chief Financial Officer | 314.1K | 231.7K | 86.6K | — | — | 17.9K | 650.3K | 13.32% | ↗ |
| 38 | 2002 | John J. Brinling, Jr. Executive Vice President | 281.8K | 180.9K | 85.6K | — | — | 37.2K | 585.6K | 14.62% | ↗ |
| 39 | 2002 | John J. Brinling, Jr. Executive Vice President, EFL | 281.8K | 180.9K | 85.6K | — | — | 37.2K | 585.6K | 14.62% | ↗ |
| 40 | 2002 | Douglas F. Ziegler Senior Vice President, Treasurer and Chief Investment Officer | 258.8K | 170.6K | 45.8K | — | — | 14.7K | 490.0K | 9.35% | ↗ |
| 41 | 2002 | Thomas B. Morgan Executive Vice President, Insurance Operations | 176.0K | 174.9K | — | — | — | 7.4K | 358.2K | 0.00% | ↗ |
| 42 | 2001 | Jan R. Van Gorder Senior Executive Vice President, Secretary and General Counsel | 384.2K | 250.2K | 122.6K | — | — | 38.6K | 795.6K | 15.41% | ↗ |
| 43 | 2001 | Jeffrey A. Ludrof President and Chief Executive Officer | 309.5K | 203.0K | 65.1K | — | — | 21.6K | 599.1K | 10.87% | ↗ |
| 44 | 2001 | Philip A. Garcia Executive Vice President and Chief Financial Officer | 280.5K | 184.1K | 76.4K | — | — | 21.5K | 562.5K | 13.59% | ↗ |
| 45 | 2001 | John J. Brinling, Jr. Executive Vice President | 260.4K | 147.5K | 81.8K | — | — | 32.7K | 522.4K | 15.66% | ↗ |
| 46 | 2001 | Douglas F. Ziegler Senior Vice President, Treasurer and Chief Investment Officer | 229.5K | 95.8K | 69.5K | — | — | 12.8K | 407.5K | 17.05% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
No proxy statements available for this company yet.
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Timothy Gerard NeCastro | President & Chief Executive Officer | 3M | male |
| Parthasarathy Srinivasa | Executive Vice President & Chief Information Officer | 1M | male |
| Julie Marie Pelkowski | Executive Vice President & Chief Financial Officer | 890.9K | female |
| Brian William Bolash | Executive Vice President, Corporate Secretary & General Counsel | 849.2K | male |
| Douglas Edward Smith FCAS MAAA | Executive Vice President of Sales & Products | 846.6K | male |
| Scott W. Beilharz | Vice President of Capital Management & Investor Relations | — | male |
| Sean Dugan | Executive Vice President of Human Resources & Corporate Services | — | male |
| Marc Cipriani | Senior Vice President of Underwriting | — | male |
| Charles Michael Fletcher | Senior Vice President of Sales & Marketing | — | male |
| Jeffrey William Brinling | Senior Vice President of Corporate Services | — | male |
| Bill Matrogran | Vice President of Construction Management & Operations | — | male |
| Ronald Steven Habursky | Senior Vice President & Chief Investment Officer | — | male |
ESG Rating
ESG Score History INSURANCE - BROKERS
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-02-10 | 2026-03-10 | Gilbert Cisneros | CA31 | — | Sale | $1,001 - $15,000 | ↗ |
| 2025-12-19 | 2026-01-12 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-09-29 | 2025-10-03 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2025-07-25 | 2025-08-08 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for ERIE
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
