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Investors Title Company (ITIC)

USD278.60 -0.12 (-0.04%)
US NASDAQ Financial Services Insurance - Specialty
Address 121 North Columbia Street 27514
Chapel Hill, NC, US
CEO James Allen Fine
IPO 1986-12-03
CIK 720858 ISIN US4618041069

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Description

Investors Title Company (ITIC), along with its various subsidiaries, primarily specializes in providing title insurance for a diverse range of properties, including residential homes, commercial buildings, institutional facilities, and industrial sites. The company operates in a dual capacity within the title insurance market: it acts as a direct insurer for property owners and mortgage lenders, and it also functions as a reinsurer, assuming title insurance risks from other providers. Beyond its core insurance offerings, ITIC delivers specialized services related to tax-deferred exchanges of like-kind property. In this area, it serves as a qualified intermediary, skillfully managing the complexities of these transactions. This involves preparing necessary exchange documents, securely holding exchange funds during the transition between property sales and new acquisitions, and facilitating the proper identification of replacement properties. Furthermore, ITIC takes on the role of an exchange accommodation titleholder, particularly for "reverse exchanges" where a replacement property is acquired before the relinquished property is sold. The company also extends its expertise to investment management and trust services, catering to a broad clientele that includes individuals, corporations, banks, and various trusts. Additionally, it offers consulting and management guidance to assist clients in the establishment and operation of their own title insurance agencies. ITIC's title insurance policies are distributed through a dual network comprising approved attorneys working from its underwriting offices, as well as independent issuing agents. This extensive network spans 24 states and the District of Columbia, with its primary geographical focus being the eastern half of the United States. Established in 1972, Investors Title Company maintains its corporate headquarters in Chapel Hill, North Carolina.

News Sentiment (7d)
29 Negative

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
USD278.60 -0.12 (-0.04%)
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Volume Profile
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Liquidity & share structure
Average Volume
34.5K
Beta
0.66
Float Shares
1.51M
Free Float %
80.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.27% -0.71% +2.05% -12.07% -16.59% -5.76% -2.49% +64.08% +29.89% +143.42% +2,573.52%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

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Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
278.60
DCF (Unlevered) 387.04 +38.9%
DCF (Levered) 251.97 -9.6%

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)
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
5.75
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Insurance - Specialty: +11.0%
    +5.6% Q1'26: +13.2% (vs Q1'25)
  • EPS growth Insurance - Specialty: +18.3%
    +13.1% Q1'26: +91.6% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Specialty: +39.7%
    +11.7% Q1'26: +2.5% (vs Q1'25)
  • EBIT margin Insurance - Specialty: +18.3%
    +16.3% Q1'26: +12.1% (vs Q1'25)
  • ROIC Insurance - Specialty: +10.3%
    +22.2% Q1'26: +17.6% (vs Q1'25)
  • Share dilution Insurance - Specialty: +0.5%
    +0.2% Q1'26: -0.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Specialty: 0.25×
    0.16× Q1'26: 0.28× (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 (0.67) × ERP
WACC = 98% × Ke + 2% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 383.62 Current price: 278.60
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 2003
actual
Dec 2004
actual
Dec 2005
actual
Dec 2006
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
Revenue
90.83M
est: 76.38M (+18.9%)
79.84M
est: 61.75M (+29.3%)
87.86M
est: 69.59M (+26.3%)
84.66M
est: 74.91M (+13.0%)
71.12M
est: 230.64M (-69.2%)
71.31M
est: 85.23M (-16.3%)
71.31M
est: 295.34M (-75.9%)
90.69M
est: 61.69M (+47.0%)
115.08M
est: 66.57M (+72.9%)
126.25M
est: 74.99M (+68.4%)
123.12M
est: 84.71M (+45.3%)
127.20M
est: 95.99M (+32.5%)
138.49M
est: 105.59M (+31.2%)
161.63M
est: 116.15M (+39.2%)
156.26M
est: 127.76M (+22.3%)
183.50M
est: 140.54M (+30.6%)
236.41M
est: 154.59M (+52.9%)
329.50M
est: 170.05M (+93.8%)
283.39M
est: 187.05M (+51.5%)
224.75M
est: 205.76M (+9.2%)
EBITDA
17.05M
est: 14.02M (+21.6%)
16.52M
est: 10.95M (+50.8%)
19.67M
est: 12.70M (+54.9%)
18.67M
est: 16.24M (+15.0%)
-1.96M
est: -38.39M (+94.9%)
6.87M
est: 4.81M (+42.8%)
9.47M
est: 10.07M (-5.9%)
10.31M
est: 10.65M (-3.1%)
17.03M
est: 12.42M (+37.2%)
22.72M
est: 14.81M (+53.4%)
14.32M
est: 17.76M (-19.4%)
18.88M
est: 21.39M (-11.7%)
29.65M
est: 23.53M (+26.0%)
32.62M
est: 25.88M (+26.1%)
29.30M
est: 28.47M (+2.9%)
42.09M
est: 31.31M (+34.4%)
51.92M
est: 34.44M (+50.8%)
87.37M
est: 37.89M (+130.6%)
33.69M
est: 41.68M (-19.2%)
30.35M
est: 45.84M (-33.8%)
EBIT
16.17M
est: 12.89M (+25.5%)
15.50M
est: 10.42M (+48.8%)
18.58M
est: 11.74M (+58.3%)
17.33M
est: 12.64M (+37.1%)
-3.22M
est: 38.91M (-108.3%)
5.92M
est: 14.38M (-58.9%)
8.62M
est: 49.83M (-82.7%)
9.50M
est: 10.41M (-8.7%)
16.08M
est: 11.23M (+43.2%)
21.54M
est: 12.65M (+70.3%)
13.49M
est: 14.29M (-5.6%)
17.78M
est: 16.19M (+9.8%)
28.13M
est: 17.81M (+57.9%)
30.27M
est: 19.60M (+54.5%)
27.07M
est: 21.55M (+25.6%)
39.82M
est: 23.71M (+68.0%)
49.66M
est: 26.08M (+90.4%)
84.93M
est: 28.69M (+196.0%)
30.11M
est: 31.56M (-4.6%)
26.23M
est: 34.71M (-24.4%)
Net Income
10.97M
est: 9.02M (+21.6%)
10.72M
est: 7.15M (+49.8%)
13.29M
est: 8.47M (+56.9%)
13.19M
est: 11.41M (+15.6%)
-1.18M
est: -24.85M (+95.2%)
4.83M
est: 3.36M (+43.8%)
6.37M
est: 6.71M (-5.1%)
6.93M
est: 6.90M (+0.6%)
11.19M
est: 8.02M (+39.6%)
14.80M
est: 9.54M (+55.1%)
9.67M
est: 11.40M (-15.2%)
12.55M
est: 13.70M (-8.4%)
19.52M
est: 15.06M (+29.5%)
25.70M
est: 16.57M (+55.1%)
21.86M
est: 18.23M (+19.9%)
31.46M
est: 20.05M (+56.9%)
39.42M
est: 22.06M (+78.7%)
67.02M
est: 24.26M (+176.2%)
23.90M
est: 26.69M (-10.4%)
21.69M
est: 29.36M (-26.1%)
SGA
39.11M
est: 32.04M (+22.1%)
29.15M
est: 19.34M (+50.8%)
30.31M
est: 21.65M (+40.0%)
26.71M
est: 24.01M (+11.2%)
56.03M
est: 133.88M (-58.1%)
56.38M
est: 47.97M (+17.5%)
57.73M
est: 68.56M (-15.8%)
25.98M
est: 16.50M (+57.4%)
31.00M
est: 17.81M (+74.1%)
34.82M
est: 20.06M (+73.6%)
36.10M
est: 22.66M (+59.3%)
39.72M
est: 25.68M (+54.7%)
31.48M
est: 28.25M (+11.4%)
39.94M
est: 31.07M (+28.5%)
43.55M
est: 34.18M (+27.4%)
46.06M
est: 37.60M (+22.5%)
51.93M
est: 41.36M (+25.6%)
64.19M
est: 45.49M (+41.1%)
85.33M
est: 50.04M (+70.5%)
76.71M
est: 55.05M (+39.4%)
EPS
4.38
est: 2.45 (+78.8%)
4.29
est: 2.07 (+107.2%)
5.19
est: 2.76 (+88.0%)
5.22
est: 4.29 (+21.8%)
-0.50
est: 5.64 (-108.9%)
2.11
est: 1.89 (+11.9%)
2.79
est: 1.59 (+75.5%)
3.22
est: 1.62 (+98.8%)
5.33
est: 1.81 (+194.5%)
7.15
est: 2.09 (+242.1%)
4.75
est: 2.43 (+95.9%)
6.32
est: 2.83 (+123.7%)
10.23
est: 3.12 (+228.4%)
13.63
est: 3.43 (+298.0%)
11.58
est: 3.78 (+206.8%)
16.66
est: 4.16 (+301.0%)
20.84
est: 4.58 (+355.5%)
35.39
est: 5.03 (+603.6%)
12.60
est: 5.54 (+127.6%)
11.46
est: 6.09 (+88.3%)
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 B+ 3/5 3/5 4/5 5/5 1/5 3/5 2/5
2026-05-06 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-05-05 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-05-04 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-05-01 A- 4/5 4/5 4/5 5/5 3/5 2/5 2/5
2026-04-30 A- 4/5 4/5 4/5 5/5 3/5 2/5 2/5
2026-04-29 A- 4/5 4/5 4/5 5/5 3/5 2/5 2/5
2026-04-28 A- 4/5 4/5 4/5 5/5 3/5 2/5 2/5
2026-04-27 A- 4/5 4/5 4/5 5/5 3/5 2/5 2/5
2026-04-24 A- 4/5 4/5 4/5 5/5 3/5 2/5 2/5
2026-04-23 B+ 3/5 4/5 4/5 5/5 2/5 2/5 2/5
2026-04-22 B+ 3/5 4/5 4/5 5/5 2/5 2/5 2/5
2026-04-21 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-20 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-17 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-16 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
26.54M
OE per share TTM
14.01
Owner's Yield
5.82%
Maintenance CapEx ratio
18.80%
Maint CapEx / Avg PPE
8.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
32
Total invested
53.99M
Insider transactions (90d)
0
Beneficial owners (>5%)
12
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 ###-##-#### 278.6K 9.80% 127.5K 151.1K 127.5K 151.1K IN United States of America 2003-02-14
2 (See Instructions) . . . . . . . . . . . . . 245.9K 11.00% 206.3K 206.3K 39.6K HC, CO Virginia Corporation 1999-02-12
3 54-1959284 228.7K 11.08% 213.3K 213.3K HC, CO Virginia 2013-01-30
4 Markel Corporation 213.3K 11.30% 213.3K 213.3K CO VIRGINIA 2017-02-10
5 Markel-Gayner Asset Management Corporation 213.3K 11.30% 213.3K 213.3K CO VIRGINIA 2017-02-10
6 J. Allen Fine 196.5K 9.64% IN United States America 2014-02-04
7 William Morris Fine 178.8K 9.45% IN 2021-02-16
8 James A. Fine, Jr. 178.5K 9.45% 83.0K 95.5K 83.0K 95.5K IN United States of America 2020-02-06
9 (. 155.0K 7.94% 152.8K 155.0K IA Delaware Limited Partnership 2016-02-09
10 (1) BlackRock, Inc. 121.3K 6.40% 119.3K 121.3K HC Delaware 2024-11-08
11 Fairville Funding Investment Trust 110.2K 5.23% 110.2K 110.2K OO Pennsylvania 2012-03-14
12 30-0447847 94.3K 5.00% 89.8K 94.3K IA Delaware Limited Partnership 2021-02-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
32
-88 vs prev Q
New positions
5
Closed positions
93
Increased
10
Reduced
5
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 MARKEL GROUP INC. 213.3K +— (+0.0%) 53.25M -3.9M (-6.8%) 11.30% -0.006 pp 0.42% -0.039 pp USD70.03 +256.5% 57 qtrs
2 BLACKROCK, INC. 111.3K +1.1K (+1.0%) 27.79M -1.7M (-5.8%) 5.90% +0.054 pp 0.00% +0.000 pp USD230.16 +8.5% 6 qtrs
3 VANGUARD GROUP INC 82.7K +6.8K (+9.0%) 20.64M +330.5K (+1.6%) 4.38% +0.359 pp 0.00% +0.000 pp USD139.86 +78.5% 84 qtrs
4 DIMENSIONAL FUND ADVISORS LP 72.9K -2.4K (-3.1%) 18.20M -2.0M (-9.7%) 3.86% -0.127 pp 0.00% -0.001 pp USD74.45 +235.3% 51 qtrs
5 GEODE CAPITAL MANAGEMENT, LLC 36.7K +777.0 (+2.2%) 9.16M -459.7K (-4.8%) 1.94% +0.039 pp 0.00% +0.000 pp USD152.84 +63.3% 55 qtrs
6 TWO SIGMA INVESTMENTS, LP 31.5K -10.8K (-25.5%) 7.87M -3.5M (-30.5%) 1.67% -0.573 pp 0.01% -0.006 pp USD220.49 +13.2% 14 qtrs
7 STATE STREET CORP 30.0K +2.1K (+7.6%) 7.50M +23.1K (+0.3%) 1.59% +0.111 pp 0.00% +0.000 pp USD153.45 +62.7% 39 qtrs
8 TWO SIGMA ADVISERS, LP 23.8K -8.0K (-25.2%) 5.94M -2.6M (-30.2%) 1.26% -0.426 pp 0.01% -0.006 pp USD236.90 +5.4% 9 qtrs
9 MORGAN STANLEY 23.2K -1.4K (-5.6%) 5.80M -789.7K (-12.0%) 1.23% -0.074 pp 0.00% 0.000 pp USD189.00 +32.1% 51 qtrs
10 THIRD AVENUE MANAGEMENT LLC 21.9K +11.0 (+0.1%) 5.47M -418.3K (-7.1%) 1.16% +0.000 pp 0.99% -0.111 pp USD151.24 +65.1% 11 qtrs
11 GOLDMAN SACHS GROUP INC 20.1K +10.6K (+110.9%) 5.03M +2.5M (+96.5%) 1.07% +0.560 pp 0.00% +0.000 pp USD226.70 +10.1% 29 qtrs
12 BNP PARIBAS ARBITRAGE, SNC 20.0K +4.3K (+27.1%) 5.00M +779.0K (+18.5%) 1.06% +0.225 pp 0.00% +0.000 pp USD234.16 +6.6% 39 qtrs
13 ARISTIDES CAPITAL LLC 16.7K +760.0 (+4.8%) 4.16M -99.9K (-2.3%) 0.88% +0.039 pp 0.74% +0.122 pp USD184.32 +35.4% 8 qtrs
14 BANK OF NEW YORK MELLON CORP 13.4K -3.3K (-19.8%) 3.36M -1.1M (-25.3%) 0.71% -0.177 pp 0.00% 0.000 pp USD172.20 +45.0% 59 qtrs
15 NORTHERN TRUST CORP 12.5K -879.0 (-6.6%) 3.13M -463.3K (-12.9%) 0.66% -0.047 pp 0.00% 0.000 pp USD121.09 +106.2% 51 qtrs
16 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 10.7K +— (+0.0%) 2.68M -195.4K (-6.8%) 0.57% -0.001 pp 0.00% 0.000 pp USD230.52 +8.3% 6 qtrs
17 UBS GROUP AG 7.9K +1.1K (+15.8%) 1.97M +144.4K (+7.9%) 0.42% +0.057 pp 0.00% +0.000 pp USD231.88 +7.7% 45 qtrs
18 RENAISSANCE TECHNOLOGIES LLC 7.3K -6.9K (-48.6%) 1.81M -2.0M (-52.1%) 0.38% -0.365 pp 0.00% -0.002 pp USD146.60 +70.3% 50 qtrs
19 TREXQUANT INVESTMENT LP 7.2K +2.9K (+66.5%) 1.81M +642.4K (+55.2%) 0.38% +0.153 pp 0.02% +0.004 pp USD229.02 +9.0% 6 qtrs
20 MILLENNIUM MANAGEMENT LLC 6.9K -9.9K (-59.1%) 1.72M -2.8M (-61.9%) 0.36% -0.528 pp 0.00% -0.001 pp USD258.19 -3.3% 3 qtrs
21 OPPENHEIMER & CO INC 6.8K +— (+0.0%) 1.69M -123.1K (-6.8%) 0.36% 0.000 pp 0.02% +0.002 pp USD112.82 +121.3% 44 qtrs
22 BANK OF AMERICA CORP /DE/ 6.4K -590.0 (-8.4%) 1.60M -274.9K (-14.6%) 0.34% -0.032 pp 0.00% +0.000 pp USD180.33 +38.4% 52 qtrs
23 LAZARD ASSET MANAGEMENT LLC 5.9K +400.0 (+7.3%) 1.46M +484.0 (+0.0%) 0.31% +0.021 pp 0.00% +0.001 pp USD266.59 -6.4% 6 qtrs
24 FIRST TRUST ADVISORS LP 5.0K +121.0 (+2.5%) 1.24M -57.8K (-4.5%) 0.26% +0.006 pp 0.00% 0.000 pp USD230.26 +8.4% 6 qtrs
25 TRUIST FINANCIAL CORP 4.8K +500.0 (+11.7%) 1.19M +47.0K (+4.1%) 0.25% +0.026 pp 0.00% +0.000 pp USD196.55 +27.0% 25 qtrs
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4.3K +5.0 (+0.1%) 1.07M -76.8K (-6.7%) 0.23% +0.000 pp 0.00% +0.000 pp USD151.88 +64.4% 39 qtrs
27 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 4.3K +— (+0.0%) 1.06M -77.6K (-6.8%) 0.23% 0.000 pp 0.02% -0.002 pp USD211.30 +18.1% 3 qtrs
28 CALDWELL SUTTER CAPITAL, INC. 4.2K +— (+0.0%) 1.05M -76.7K (-6.8%) 0.22% 0.000 pp 0.45% -0.036 pp USD150.25 +66.1% 12 qtrs
29 SUMMERHAVEN INVESTMENT MANAGEMENT, LLC 4.2K +— (+0.0%) 1.05M -76.4K (-6.8%) 0.22% 0.000 pp 0.60% -0.060 pp USD267.83 -6.8% 2 qtrs
30 INVESCO LTD. 4.0K +945.0 (+30.7%) 1.01M +179.8K (+21.8%) 0.21% +0.050 pp 0.00% +0.000 pp USD251.25 -0.6% 9 qtrs
31 RBF CAPITAL, LLC 4.0K +— (+0.0%) 998.6K -72.8K (-6.8%) 0.21% 0.000 pp 0.04% -0.003 pp USD66.30 +276.5% 54 qtrs
32 JANE STREET GROUP, LLC 3.6K -1.6K (-31.3%) 891.7K -501.3K (-36.0%) 0.19% -0.087 pp 0.00% 0.000 pp USD267.83 -6.8% 7 qtrs
33 MILITIA CAPITAL PARTNERS, LP 3.4K +— (+0.0%) 837.3K -61.0K (-6.8%) 0.18% 0.000 pp 0.31% -0.105 pp USD236.76 +5.4% 5 qtrs
34 QUANTINNO CAPITAL MANAGEMENT LP 3.4K +843.0 (+33.6%) 836.8K +164.8K (+24.5%) 0.18% +0.045 pp 0.00% 0.000 pp USD239.81 +4.1% 3 qtrs
35 AMERICAN CENTURY COMPANIES INC 3.3K -5.1K (-60.9%) 813.8K -1.4M (-63.5%) 0.17% -0.269 pp 0.00% -0.001 pp USD212.80 +17.3% 12 qtrs
36 Y-INTERCEPT (HONG KONG) LTD 3.1K +3.1K (+100.0%) 766.4K +766.4K (+100.0%) 0.16% +0.163 pp 0.02% +0.017 pp USD249.64 +0.0% 1 qtrs NEW
37 POINT72 ASSET MANAGEMENT, L.P. 3.0K -172.0 (-5.5%) 738.2K -99.9K (-11.9%) 0.16% -0.009 pp 0.00% -0.001 pp USD214.44 +16.4% 3 qtrs
38 BAKER ELLIS ASSET MANAGEMENT LLC 2.9K -200.0 (-6.4%) 730.2K -106.8K (-12.8%) 0.16% -0.011 pp 0.09% -0.015 pp USD93.40 +167.3% 53 qtrs
39 ALLIANCEBERNSTEIN L.P. 2.8K +— (+0.0%) 694.0K -50.6K (-6.8%) 0.15% 0.000 pp 0.00% +0.000 pp USD196.83 +26.8% 7 qtrs
40 BARCLAYS PLC 2.8K +372.0 (+15.5%) 693.5K +140.6K (+25.4%) 0.15% +0.020 pp 0.00% +0.000 pp USD211.24 +18.2% 38 qtrs
41 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2.7K +92.0 (+3.6%) 663.5K -23.7K (-3.4%) 0.14% +0.005 pp 0.00% 0.000 pp USD174.59 +43.0% 13 qtrs
42 NUVEEN, LLC 2.5K +— (+0.0%) 612.6K -44.6K (-6.8%) 0.13% 0.000 pp 0.00% +0.000 pp USD241.08 +3.6% 4 qtrs
43 STRS OHIO 2.3K +— (+0.0%) 574.2K -41.8K (-6.8%) 0.12% 0.000 pp 0.00% 0.000 pp USD182.66 +36.7% 35 qtrs
44 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 2.2K +— (+0.0%) 549.0K -40.0K (-6.8%) 0.12% 0.000 pp 0.00% 0.000 pp USD211.30 +18.1% 3 qtrs
45 AE WEALTH MANAGEMENT LLC 2.1K +378.0 (+21.6%) 530.4K +62.6K (+13.4%) 0.11% +0.020 pp 0.00% +0.000 pp USD264.59 -5.7% 2 qtrs
46 WELLS FARGO & COMPANY/MN 2.1K +539.0 (+35.0%) 519.2K +106.3K (+25.7%) 0.11% +0.029 pp 0.00% +0.000 pp USD199.10 +25.4% 57 qtrs
47 AVIVA PLC 1.9K -40.0 (-2.1%) 466.1K -44.7K (-8.7%) 0.10% -0.002 pp 0.00% 0.000 pp USD220.44 +13.2% 6 qtrs
48 RHUMBLINE ADVISERS 1.9K -305.0 (-14.1%) 463.1K -115.4K (-20.0%) 0.10% -0.016 pp 0.00% 0.000 pp USD178.32 +40.0% 35 qtrs
49 AQR CAPITAL MANAGEMENT LLC 1.8K +141.0 (+8.3%) 458.8K +4.3K (+1.0%) 0.10% +0.007 pp 0.00% 0.000 pp USD242.33 +3.0% 5 qtrs
50 BREVAN HOWARD CAPITAL MANAGEMENT LP 1.8K +1.8K (+100.0%) 451.3K +451.3K (+100.0%) 0.10% +0.096 pp 0.00% +0.005 pp USD249.64 +0.0% 3 qtrs
51 GHP INVESTMENT ADVISORS, INC. 1.6K +2.0 (+0.1%) 410.5K -29.3K (-6.7%) 0.09% +0.000 pp 0.02% -0.002 pp USD139.77 +78.6% 25 qtrs
52 BRIDGE CITY CAPITAL, LLC 1.5K -228.0 (-12.8%) 386.4K -89.2K (-18.8%) 0.08% -0.012 pp 0.11% -0.013 pp USD163.76 +52.4% 9 qtrs
53 JPMORGAN CHASE & CO 1.5K +261.0 (+20.5%) 382.9K +42.0K (+12.3%) 0.08% +0.014 pp 0.00% +0.000 pp USD224.88 +11.0% 37 qtrs
54 NISA INVESTMENT ADVISORS, LLC 1.5K +1.5K (+75,000.0%) 375.0K +374.4K (+69,855.0%) 0.08% +0.079 pp 0.00% +0.001 pp USD249.66 0.0% 9 qtrs
55 WHITTIER TRUST CO OF NEVADA INC 1.4K -396.0 (-21.8%) 363.5K -133.7K (-26.9%) 0.08% -0.021 pp 0.01% -0.003 pp USD70.03 +256.5% 51 qtrs
56 CREATIVE PLANNING 1.4K +57.0 (+4.2%) 354.7K -10.6K (-2.9%) 0.08% +0.003 pp 0.00% +0.000 pp USD267.10 -6.5% 2 qtrs
57 BLAIR WILLIAM & CO/IL 1.4K +— (+0.0%) 345.4K -25.2K (-6.8%) 0.07% 0.000 pp 0.00% 0.000 pp USD148.09 +68.6% 10 qtrs
58 TRUST CO OF THE SOUTH 1.4K +— (+0.0%) 340.0K -24.8K (-6.8%) 0.07% +0.000 pp 0.05% -0.006 pp USD236.76 +5.4% 5 qtrs
59 MARTINGALE ASSET MANAGEMENT L P 1.3K -125.0 (-8.5%) 335.8K -57.9K (-14.7%) 0.07% -0.007 pp 0.01% -0.001 pp USD171.15 +45.9% 9 qtrs
60 DAVENPORT & CO LLC 1.3K +— (+0.0%) 324.5K -23.6K (-6.8%) 0.07% +0.000 pp 0.00% 0.000 pp USD162.14 +54.0% 9 qtrs
61 STERLING WEALTH MANAGEMENT, INC. 1.3K +— (+0.0%) 323.5K -23.6K (-6.8%) 0.07% 0.000 pp 0.09% -0.013 pp USD211.30 +18.1% 3 qtrs
62 FRANKLIN STREET ADVISORS INC /NC 1.3K +— (+0.0%) 312.1K -22.7K (-6.8%) 0.07% +0.000 pp 0.02% -0.002 pp USD162.14 +54.0% 9 qtrs
63 CLEARSTEAD ADVISORS, LLC 1.3K +— (+0.0%) 312.1K -22.7K (-6.8%) 0.07% +0.000 pp 0.00% -0.001 pp USD176.15 +41.7% 7 qtrs
64 RITHOLTZ WEALTH MANAGEMENT 1.1K -103.0 (-8.7%) 269.3K -47.4K (-15.0%) 0.06% -0.006 pp 0.00% -0.001 pp USD170.43 +46.5% 8 qtrs
65 HRT FINANCIAL LP 1.1K +1.1K (+100.0%) 268.0K +268.0K (+100.0%) 0.06% +0.057 pp 0.00% +0.001 pp USD249.64 +0.0% 5 qtrs
66 MEEDER ASSET MANAGEMENT INC 1.1K +124.0 (+13.1%) 266.6K +13.8K (+5.5%) 0.06% +0.007 pp 0.01% +0.000 pp USD217.77 +14.6% 25 qtrs
67 INCEPTIONR LLC 1.1K +1.1K (+100.0%) 265.4K +265.4K (+100.0%) 0.06% +0.056 pp 0.07% +0.074 pp USD249.64 +0.0% 1 qtrs NEW
68 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 1.1K +— (+0.0%) 264.9K -19.3K (-6.8%) 0.06% +0.000 pp 0.00% 0.000 pp USD211.30 +18.1% 3 qtrs
69 WEALTH GROUP, LTD. 1.1K +1.1K (+100.0%) 263.0K +263.0K (+100.0%) 0.06% +0.056 pp 0.26% +0.256 pp USD249.64 +0.0% 1 qtrs NEW
70 CANAL CAPITAL MANAGEMENT, LLC 1.0K +2.0 (+0.2%) 251.1K -17.8K (-6.6%) 0.05% +0.000 pp 0.04% -0.005 pp USD229.88 +8.6% 6 qtrs
71 QUADRATURE CAPITAL LTD 933.00 -891.0 (-48.8%) 232.9K -256.9K (-52.4%) 0.05% -0.047 pp 0.00% -0.003 pp USD221.39 +12.8% 4 qtrs
72 FRANKLIN RESOURCES INC 905.00 +— (+0.0%) 225.9K -16.5K (-6.8%) 0.05% +0.000 pp 0.00% +0.000 pp USD267.83 -6.8% 4 qtrs
73 ENGINEERS GATE MANAGER LP 905.00 +905.0 (+100.0%) 225.9K +225.9K (+100.0%) 0.05% +0.048 pp 0.00% +0.003 pp USD249.64 +0.0% 1 qtrs NEW
74 DYNAMIC TECHNOLOGY LAB PRIVATE LTD 894.00 +894.0 (+100.0%) 224.0K +224.0K (+100.0%) 0.05% +0.047 pp 0.05% +0.051 pp USD249.64 +0.0% 1 qtrs NEW
75 PRICE T ROWE ASSOCIATES INC /MD/ 803.00 +49.0 (+6.5%) 201.0K -1.0K (-0.5%) 0.04% +0.003 pp 0.00% +0.000 pp USD266.72 -6.4% 2 qtrs
76 DEUTSCHE BANK AG\ 786.00 -662.0 (-45.7%) 196.2K -191.6K (-49.4%) 0.04% -0.035 pp 0.00% 0.000 pp USD198.80 +25.6% 40 qtrs
77 METLIFE INVESTMENT MANAGEMENT, LLC 753.00 +— (+0.0%) 188.0K -13.7K (-6.8%) 0.04% +0.000 pp 0.00% 0.000 pp USD164.51 +51.7% 18 qtrs
78 QUANTBOT TECHNOLOGIES LP 717.00 +717.0 (+100.0%) 179.0K +179.0K (+100.0%) 0.04% +0.038 pp 0.01% +0.006 pp USD249.64 +0.0% 1 qtrs NEW
79 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 687.00 +25.0 (+3.8%) 171.5K -5.8K (-3.3%) 0.04% +0.001 pp 0.00% +0.000 pp USD194.88 +28.1% 7 qtrs
80 NEW YORK STATE COMMON RETIREMENT FUND 607.00 +— (+0.0%) 151.5K -11.0K (-6.8%) 0.03% +0.000 pp 0.00% +0.000 pp USD152.23 +64.0% 38 qtrs
81 CANADA PENSION PLAN INVESTMENT BOARD 560.00 +560.0 (+100.0%) 139.8K +139.8K (+100.0%) 0.03% +0.030 pp 0.00% +0.000 pp USD249.64 +0.0% 1 qtrs NEW
82 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 426.00 +— (+0.0%) 106.3K -7.7K (-6.8%) 0.02% +0.000 pp 0.00% +0.000 pp USD236.76 +5.4% 5 qtrs
83 WHITTIER TRUST CO 400.00 +— (+0.0%) 102.5K -7.1K (-6.5%) 0.02% +0.000 pp 0.00% 0.000 pp USD70.89 +252.2% 43 qtrs
84 NATIONAL BANK OF CANADA /FI/ 360.00 +— (+0.0%) 89.7K -6.6K (-6.9%) 0.02% +0.000 pp 0.00% +0.000 pp USD198.52 +25.8% 17 qtrs
85 1620 INVESTMENT ADVISORS, INC. 338.00 +5.0 (+1.5%) 84.4K -4.8K (-5.4%) 0.02% +0.000 pp 0.06% -0.004 pp USD211.86 +17.8% 3 qtrs
86 QUEST PARTNERS LLC 318.00 +189.0 (+146.5%) 79.4K +44.8K (+129.8%) 0.02% +0.010 pp 0.00% +0.002 pp USD234.08 +6.6% 3 qtrs
87 RUSSELL INVESTMENTS GROUP, LTD. 313.00 +2.0 (+0.6%) 78.1K -5.2K (-6.3%) 0.02% +0.000 pp 0.00% +0.000 pp USD256.86 -2.8% 7 qtrs
88 ROYAL BANK OF CANADA 242.00 +2.0 (+0.8%) 60.0K -5.0K (-7.7%) 0.01% +0.000 pp 0.00% +0.000 pp USD111.88 +123.1% 51 qtrs
89 FMR LLC 195.00 +6.0 (+3.2%) 48.7K -1.8K (-3.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD201.90 +23.6% 33 qtrs
90 GREAT WEST LIFE ASSURANCE CO /CAN/ 193.00 +49.0 (+34.0%) 48.0K +10.0K (+26.3%) 0.01% +0.003 pp 0.00% +0.000 pp USD201.54 +23.9% 9 qtrs
91 CITIGROUP INC 155.00 +6.0 (+4.0%) 38.7K -1.2K (-3.0%) 0.01% +0.000 pp 0.00% +0.000 pp USD211.68 +17.9% 42 qtrs
92 MOUNTAIN HILL INVESTMENT PARTNERS CORP. 150.00 +— (+0.0%) 37.4K -2.7K (-6.8%) 0.01% +0.000 pp 0.03% -0.008 pp USD236.76 +5.4% 5 qtrs
93 CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD 145.00 +145.0 (+100.0%) 36.2K +36.2K (+100.0%) 0.01% +0.008 pp 0.01% +0.009 pp USD249.63 +0.0% 1 qtrs NEW
94 LEGAL & GENERAL GROUP PLC 135.00 +— (+0.0%) 33.7K -2.5K (-6.8%) 0.01% +0.000 pp 0.00% +0.000 pp USD166.02 +50.4% 37 qtrs
95 ADVISOR GROUP HOLDINGS, INC. 112.00 +6.0 (+5.7%) 28.0K +771.0 (+2.8%) 0.01% +0.000 pp 0.00% +0.000 pp USD214.86 +16.2% 20 qtrs
96 AMERITAS INVESTMENT PARTNERS, INC. 111.00 +— (+0.0%) 27.7K -2.0K (-6.8%) 0.01% +0.000 pp 0.00% 0.000 pp USD158.14 +57.9% 36 qtrs
97 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 88.00 -2.0 (-2.2%) 22.0K -2.1K (-8.9%) 0.00% 0.000 pp 0.00% +0.000 pp USD267.82 -6.8% 39 qtrs
98 QUADRANT CAPITAL GROUP LLC 85.00 +— (+0.0%) 21.2K -1.5K (-6.8%) 0.00% +0.000 pp 0.00% 0.000 pp USD267.82 -6.8% 6 qtrs
99 CWM, LLC 84.00 +15.0 (+21.7%) 21.0K +3.0K (+16.7%) 0.00% +0.001 pp 0.00% +0.000 pp USD225.98 +10.5% 7 qtrs
100 STATE OF ALASKA, DEPARTMENT OF REVENUE 76.00 +— (+0.0%) 18.0K -2.0K (-10.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD267.83 -6.8% 2 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 71 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 First Trust Dow Jones Select MicroCap Index Fund FDM 0.55% 1.43M 0.65%
2 Lazard US Systematic Small Cap Equity ETF SYZ 0.29% 153.3K 0.74%
3 Royce Quant Small-Cap Quality Value ETF SQLV 0.16% 46.6K 0.60%
4 iShares Micro-Cap ETF IWC 0.09% 1.34M 0.60%
5 Invesco Russell 2000 Dynamic Multifactor ETF OMFS 0.06% 166.6K 0.39%
6 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.05% 6.1K 0.29%
7 WisdomTree U.S. SmallCap Dividend Fund DES 0.05% 1.04M 0.38%
8 WisdomTree US Equity Income UCITS ETF DHSD.L 0.04% 64.4K 0.29%
9 WisdomTree US Equity Income UCITS ETF - Acc DHSA.L 0.04% 64.4K 0.29%
10 WisdomTree US Equity Income UCITS ETF - GBP Hedged Acc DHSG.L 0.04% 86.1K 0.35%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
5
Sells
0
Shares acquired
1.3K
Shares disposed
Cash buys
1.00
Cash sales
Net activity
+1,344
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
2026-03-18 Speed James H. Jr. Director A-Award A Common Stock 210 162.81 34.2K 2,987 D
2026-03-18 Parker, Jr. Elton C. Director A-Award A Common Stock 212 162.29 34.4K 3,212 D
2026-02-20 Scott James E Director P-Purchase A Common Stock 500 220.71 110.4K 600 D
2025-05-21 Speed James H. Jr. Director A-Award A Stock Appreciation Right 750 246.75 185.1K 0 D
2025-05-21 Scott James E Director A-Award A Stock Appreciation Right 750 246.75 185.1K 0 D
2025-05-21 Parker, Jr. Elton C. Director A-Award A Stock Appreciation Right 750 246.75 185.1K 0 D
2025-05-21 Hutson Richard M II Director A-Award A Stock Appreciation Right 750 246.75 185.1K 0 D
2025-05-21 Dempster Joseph B. Jr. Director A-Award A Stock Appreciation Right 750 246.75 185.1K 0 D
2025-05-21 Coley Tammy Director A-Award A Stock Appreciation Right 750 246.75 185.1K 0 D
2025-03-06 Speed James H. Jr. Director A-Award A Common Stock 145 188.71 27.4K 2,777 D
2025-03-06 FRANCIS DAVID L Director A-Award A Common Stock 145 188.71 27.4K 7,616 D
2024-11-07 Coley Tammy Director A-Award A Common Stock 140 160.94 22.5K 1,488 D
2024-08-09 Hutson Richard M II Director A-Award A Common Stock 63 188.71 11.9K 4,529
2024-05-15 Speed James H. Jr. Director A-Award A Stock Appreciation Right 750 160.94 120.7K 0
2024-05-15 Scott James E Director A-Award A Stock Appreciation Right 750 160.94 120.7K 0
2024-05-15 Parker, Jr. Elton C. Director A-Award A Stock Appreciation Right 750 160.94 120.7K 0
2024-05-15 Hutson Richard M II Director A-Award A Stock Appreciation Right 750 160.94 120.7K 0
2024-05-15 FRANCIS DAVID L Director A-Award A Stock Appreciation Right 750 160.94 120.7K 0
2024-05-15 Coley Tammy Director A-Award A Stock Appreciation Right 750 160.94 120.7K 0
2023-05-17 Speed James H. Jr. Director A-Award A Stock Appreciation Right 750 140.10 105.1K 0
2023-05-17 Scott James E Director A-Award A Stock Appreciation Right 750 140.10 105.1K 0
2023-05-17 Parker, Jr. Elton C. Director A-Award A Stock Appreciation Right 750 140.10 105.1K 0
2023-05-17 Hutson Richard M II Director A-Award A Stock Appreciation Right 750 140.10 105.1K 0
2023-05-17 FRANCIS DAVID L Director A-Award A Stock Appreciation Right 750 140.10 105.1K 0
2023-05-17 Coley Tammy Director A-Award A Stock Appreciation Right 750 140.10 105.1K 0
2023-03-08 Scott James E Director A-Award A Common Stock 100 149.17 14.9K 100
2023-03-03 Scott James E Director A-Award A Stock Appreciation Right 750 159.58 119.7K 0
2023-03-01 Speed James H. Jr. Director A-Award A Common Stock 319 93.87 29.9K 2,632
2023-03-01 Hutson Richard M II Director A-Award A Common Stock 319 93.87 29.9K 4,466
2023-03-01 FRANCIS DAVID L Director A-Award A Common Stock 319 93.87 29.9K 7,471
2022-06-13 Parker, Jr. Elton C. Director A-Award A Common Stock 500 150.00 75.0K 3,000
2022-05-20 Parker, Jr. Elton C. Director A-Award A Common Stock 500 155.00 77.5K 2,500
2022-05-18 Speed James H. Jr. Director A-Award A Stock Appreciation Right 750 166.90 125.2K 0
2022-05-18 Parker, Jr. Elton C. Director A-Award A Stock Appreciation Right 750 0.00 0
2022-05-18 MORTON JAMES R Director A-Award A Stock Appreciation Right 750 0.00 0
2022-05-18 Hutson Richard M II Director A-Award A Stock Appreciation Right 750 0.00 0
2022-05-18 FRANCIS DAVID L Director A-Award A Stock Appreciation Right 750 0.00 0
2022-05-18 Coley Tammy Director A-Award A Stock Appreciation Right 750 166.90 125.2K 0
2022-02-23 MORTON JAMES R Director A-Award A Common Stock 469 73.00 34.2K 14,078
2022-02-16 Speed James H. Jr. Director A-Award A Common Stock 478 73.00 34.9K 2,313
2022-02-16 Hutson Richard M II Director A-Award A Common Stock 478 73.00 34.9K 4,147
2022-02-16 FRANCIS DAVID L Director A-Award A Common Stock 478 73.00 34.9K 7,152
2021-11-08 Coley Tammy Director A-Award A Common Stock 347 122.80 42.6K 347
2021-05-19 Speed James H. Jr. Director A-Award A Stock Appreciation Right 750 184.26 138.2K 0
2021-05-19 Parker, Jr. Elton C. Director A-Award A Stock Appreciation Right 750 184.26 138.2K 0
2021-05-19 MORTON JAMES R Director A-Award A Stock Appreciation Right 750 184.26 138.2K 0
2021-05-19 Hutson Richard M II Director A-Award A Stock Appreciation Right 750 184.26 138.2K 0
2021-05-19 FRANCIS DAVID L Director A-Award A Stock Appreciation Right 750 184.26 138.2K 0
2021-05-19 Coley Tammy Director A-Award A Stock Appreciation Right 750 184.26 138.2K 0
2021-02-18 Speed James H. Jr. Director A-Award A Common Stock 434 68.70 29.8K 1,835
2021-02-18 MORTON JAMES R Director A-Award A Common Stock 434 68.70 29.8K 13,609
2021-02-18 Hutson Richard M II Director M-Exempt A Stock Appreciation Right 434 68.70 29.8K 0
2021-02-18 FRANCIS DAVID L Director M-Exempt A Stock Appreciation Right 434 68.70 29.8K 0
2020-05-20 Speed James H. Jr. Director A-Award A Stock Appreciation Right 750 122.80 92.1K 0
2020-05-20 Parker, Jr. Elton C. Director A-Award A Stock Appreciation Right 750 122.80 92.1K 0
2020-05-20 MORTON JAMES R Director A-Award A Stock Appreciation Right 750 122.80 92.1K 0
2020-05-20 Hutson Richard M II Director A-Award A Stock Appreciation Right 750 122.80 92.1K 0
2020-05-20 FRANCIS DAVID L Director A-Award A Stock Appreciation Right 750 122.80 92.1K 0
2020-05-20 Coley Tammy Director A-Award A Stock Appreciation Right 750 122.80 92.1K 0
2020-02-27 Speed James H. Jr. Director A-Award A Common Stock 279 71.59 20.0K 1,401
2020-02-27 Parker, Jr. Elton C. Director D Common Stock 0 0.00 2,000
2020-02-27 MORTON JAMES R Director M-Exempt A Stock Appreciation Right 279 71.59 20.0K 0
2020-02-27 Hutson Richard M II Director M-Exempt A Stock Appreciation Right 279 71.59 20.0K 0
2020-02-27 FRANCIS DAVID L Director M-Exempt A Stock Appreciation Right 279 71.59 20.0K 0
2020-02-27 Coley Tammy Director 0 0.00 0
2019-12-31 Hutson Richard M II Director 0 0.00 0
2019-05-15 Speed James H. Jr. Director A-Award A Stock Appreciation Right 750 162.81 122.1K 0
2019-05-15 MORTON JAMES R Director A-Award A Stock Appreciation Right 750 162.81 122.1K 0
2019-05-15 KING H JOE JR Director A-Award A Stock Appreciation Right 750 162.81 122.1K 0
2019-05-15 Johnson R Horace Director A-Award A Stock Appreciation Right 750 162.81 122.1K 0
2019-05-15 Hutson Richard M II Director A-Award A Stock Appreciation Right 750 162.81 122.1K 0
2019-05-15 FRANCIS DAVID L Director A-Award A Stock Appreciation Right 750 162.81 122.1K 0
2019-03-28 FINE JAMES A JR Director / Officer S-Sale D Common Stock 389 156.00 60.7K 178,491
2019-03-27 FINE JAMES A JR Director / Officer S-Sale D Common Stock 598 156.01 93.3K 178,880
2019-03-04 Speed James H. Jr. Director A-Award A Common Stock 353 50.50 17.8K 1,122
2019-03-04 MORTON JAMES R Director M-Exempt A Stock Appreciation Right 353 50.50 17.8K 0
2019-03-04 KING H JOE JR Director M-Exempt A Stock Appreciation Right 353 50.50 17.8K 0
2019-03-04 Johnson R Horace Director A-Award A Common Stock 353 50.50 17.8K 3,416
2019-03-04 Hutson Richard M II Director M-Exempt A Stock Appreciation Right 353 50.50 17.8K 0
2019-03-04 FRANCIS DAVID L Director M-Exempt A Stock Appreciation Right 353 50.50 17.8K 0
2018-12-31 Hutson Richard M II Director 0 0.00 0
2018-05-16 Speed James H. Jr. Director A-Award A Stock Appreciation Right 750 188.71 141.5K 0
2018-05-16 MORTON JAMES R Director A-Award A Stock Appreciation Right 750 188.71 141.5K 0
2018-05-16 KING H JOE JR Director A-Award A Stock Appreciation Right 750 188.71 141.5K 0
2018-05-16 Johnson R Horace Director A-Award A Stock Appreciation Right 750 188.71 141.5K 0
2018-05-16 Hutson Richard M II Director A-Award A Stock Appreciation Right 750 188.71 141.5K 0
2018-05-16 FRANCIS DAVID L Director A-Award A Stock Appreciation Right 750 188.71 141.5K 0
2018-03-09 Speed James H. Jr. Director A-Award A Common Stock 393 41.50 16.3K 769
2018-03-09 Hutson Richard M II Director A-Award A Common Stock 393 41.50 16.3K 2,445
2017-12-31 Hutson Richard M II Director 0 0.00 0
2017-06-20 FRANCIS DAVID L Director A-Award A Common Stock 394 41.50 16.4K 5,608
2017-05-17 Speed James H. Jr. Director A-Award A Stock Appreciation Right 750 192.71 144.5K 0
2017-05-17 MORTON JAMES R Director A-Award A Stock Appreciation Right 750 192.71 144.5K 0
2017-05-17 KING H JOE JR Director A-Award A Stock Appreciation Right 750 192.71 144.5K 0
2017-05-17 Johnson R Horace Director A-Award A Stock Appreciation Right 750 192.71 144.5K 0
2017-05-17 Hutson Richard M II Director A-Award A Stock Appreciation Right 750 192.71 144.5K 0
2017-05-17 FRANCIS DAVID L Director A-Award A Stock Appreciation Right 750 192.71 144.5K 0
2017-05-16 KING H JOE JR Director M-Exempt A Stock Appreciation Right 391 41.50 16.2K 0
2017-05-08 Johnson R Horace Director A-Award A Common Stock 383 41.50 15.9K 3,063
2017-02-21 Speed James H. Jr. Director A-Award A Common Stock 376 33.31 12.5K 376
2017-02-21 Johnson R Horace Director A-Award A Common Stock 376 33.31 12.5K 2,680
2017-02-21 Hutson Richard M II Director A-Award A Common Stock 376 33.31 12.5K 2,028
2017-02-21 FRANCIS DAVID L Director A-Award A Common Stock 376 33.31 12.5K 5,214
2017-01-20 KING H JOE JR Director A-Award A Common Stock 371 33.31 12.4K 20,804
2016-12-31 Hutson Richard M II Director 0 0.00 0
2016-06-06 FINE JAMES A JR Director / Officer P-Purchase A Common Stock 71 91.99 6.5K 179,478
2016-06-03 FINE JAMES A JR Director / Officer P-Purchase A Common Stock 102 92.00 9.4K 179,407
2016-06-01 FINE JAMES A JR Director / Officer P-Purchase A Common Stock 10 92.00 920.00 179,305
2016-05-18 Speed James H. Jr. Director A-Award A Stock Appreciation Right 750 93.87 70.4K 0
2016-05-18 MORTON JAMES R Director A-Award A Stock Appreciation Right 750 93.87 70.4K 0
2016-05-18 KING H JOE JR Director A-Award A Stock Appreciation Right 750 93.87 70.4K 0
2016-05-18 Johnson R Horace Director A-Award A Stock Appreciation Right 750 93.87 70.4K 0
2016-05-18 Hutson Richard M II Director A-Award A Stock Appreciation Right 750 93.87 70.4K 0
2016-05-18 FRANCIS DAVID L Director A-Award A Stock Appreciation Right 750 93.87 70.4K 0
2016-03-21 KING H JOE JR Director A-Award A Common Stock 323 32.00 10.3K 20,433
2016-03-21 Johnson R Horace Director M-Exempt A Stock Appreciation Right 323 32.00 10.3K 0
2016-03-21 Hutson Richard M II Director A-Award A Common Stock 323 32.00 10.3K 1,644
2016-02-12 FRANCIS DAVID L Director A-Award A Common Stock 320 32.00 10.2K 4,838
2015-12-31 Hutson Richard M II Director 0 0.00 0
2015-05-20 Speed James H. Jr. Director A-Award A Stock Appreciation Right 750 73.00 54.8K 0
2015-05-20 MORTON JAMES R Director A-Award A Stock Appreciation Right 750 73.00 54.8K 0
2015-05-20 KING H JOE JR Director A-Award A Stock Appreciation Right 750 73.00 54.8K 0
2015-05-20 Johnson R Horace Director A-Award A Stock Appreciation Right 750 73.00 54.8K 0
2015-05-20 Hutson Richard M II Director A-Award A Stock Appreciation Right 750 73.00 54.8K 0
2015-05-20 FRANCIS DAVID L Director A-Award A Stock Appreciation Right 750 73.00 54.8K 0
2015-03-23 FRANCIS DAVID L Director A-Award A Common Stock 500 36.79 18.4K 4,346
2015-03-16 KING H JOE JR Director A-Award A Common Stock 162 47.88 7.8K 19,110
2015-03-16 Johnson R Horace Director A-Award A Common Stock 500 36.79 18.4K 1,981
2015-03-16 Hutson Richard M II Director A-Award A Common Stock 162 47.88 7.8K 1,314
2015-02-16 Johnson R Horace Director A-Award A Common Stock 196 47.88 9.4K 1,481
2014-12-31 Hutson Richard M II Director 0 0.00 0
2014-12-15 MARKEL GAYNER ASSET MANAGEMENT CORP 10% Owner D Common Stock 0 0.00 0
2014-12-15 MARKEL CORP 10% Owner I Common Stock 0 0.00 213,300
2014-11-28 KING H JOE JR Director G-Gift D Common Stock 245 72.50 17.8K 19,448
2014-05-21 Speed James H. Jr. Director A-Award A Stock Appreciation Right 750 68.70 51.5K 0
2014-05-21 MORTON JAMES R Director A-Award A Stock Appreciation Right 750 68.70 51.5K 0
2014-05-21 KING H JOE JR Director A-Award A Stock Appreciation Right 750 68.70 51.5K 0
2014-05-21 Johnson R Horace Director A-Award A Stock Appreciation Right 750 68.70 51.5K 0
2014-05-21 Hutson Richard M II Director A-Award A Stock Appreciation Right 750 68.70 51.5K 0
2014-05-21 FRANCIS DAVID L Director A-Award A Stock Appreciation Right 750 68.70 51.5K 0
2014-05-14 FRANCIS DAVID L Director A-Award A Common Stock 157 49.04 7.7K 3,846
2014-04-29 KING H JOE JR Director M-Exempt A NQ Stock Option (right to buy) 500 27.21 13.6K 0
2014-04-29 FRANCIS DAVID L Director M-Exempt A NQ Stock Option (right to buy) 500 27.21 13.6K 0
2014-01-31 Johnson R Horace Director A-Award A Common Stock 196 49.04 9.6K 1,285
2013-12-31 Hutson Richard M II Director 0 0.00 0
2013-12-18 FINE W MORRIS Director / Officer G-Gift D Common Stock 255 0.00 79,757
2013-11-26 FINE W MORRIS Director / Officer D-Return D Common Stock 9,317 80.01 745.5K 80,012
2013-11-26 FINE JAMES A JR Director / Officer D-Return D Common Stock 9,330 80.01 746.5K 81,451
2013-11-26 FINE J ALLEN Director / Officer D-Return D Common Stock 9,483 80.01 758.7K 45,376
2013-11-01 Murphy Timothy B Officer P-Purchase A Common Stock, $0.01 par value per share 100 7.04 704.00 598,358
2013-05-24 FINE W MORRIS Director / Officer D-Return D Common Stock 9,782 71.49 699.3K 89,329
2013-05-24 FINE JAMES A JR Director / Officer M-Exempt A Common Stock 25,000 27.97 699.3K 106,451
2013-05-24 FINE J ALLEN Director / Officer M-Exempt A Common Stock 25,000 27.97 699.3K 70,376
2013-05-15 Speed James H. Jr. Director A-Award A Stock Appreciation Right 500 71.59 35.8K 500
2013-05-15 MORTON JAMES R Director A-Award A Stock Appreciation Right 500 71.59 35.8K 500
2013-05-15 KING H JOE JR Director A-Award A Stock Appreciation Right 500 71.59 35.8K 500
2013-05-15 Johnson R Horace Director A-Award A Stock Appreciation Right 500 71.59 35.8K 500
2013-05-15 Hutson Richard M II Director A-Award A Stock Appreciation Right 500 71.59 35.8K 500
2013-05-15 FRANCIS DAVID L Director A-Award A Stock Appreciation Right 500 71.59 35.8K 500
2013-04-26 KING H JOE JR Director M-Exempt A Stock Appreciation Right 189 43.78 8.3K 0
2013-04-26 Johnson R Horace Director M-Exempt A Stock Appreciation Right 189 43.78 8.3K 0
2013-04-26 FRANCIS DAVID L Director A-Award A Common Stock 189 43.78 8.3K 2,689
2013-02-06 MORTON JAMES R Director M-Exempt D NQ Stock Appreciation Right (right to buy) 500 49.04 24.5K 0
2012-12-31 FRANCIS DAVID L Director 0 0.00 0
2012-05-16 Speed James H. Jr. Director A-Award A Stock Appreciation Right 500 50.50 25.3K 500
2012-05-16 MORTON JAMES R Director A-Award A Stock Appreciation Right 500 50.50 25.3K 500
2012-05-16 KING H JOE JR Director A-Award A Stock Appreciation Right 500 50.50 25.3K 500
2012-05-16 Johnson R Horace Director A-Award A Stock Appreciation Right 500 50.50 25.3K 500
2012-05-16 Hutson Richard M II Director A-Award A Stock Appreciation Right 500 50.50 25.3K 500
2012-05-16 FRANCIS DAVID L Director A-Award A Stock Appreciation Right 500 50.50 25.3K 500
2012-05-09 KING H JOE JR Director A-Award A Common Stock 500 20.02 10.0K 18,350
2012-05-09 FRANCIS DAVID L Director A-Award A Common Stock 500 20.02 10.0K 46,666
2011-12-20 KING H JOE JR Director G-Gift D Common Stock 289 36.44 10.5K 17,850
2011-08-02 MARKEL CORP 10% Owner I Common Stock 0 0.00 152,600
2011-05-18 Speed James H. Jr. Director A-Award A Stock Appreciation Right 500 41.50 20.8K 500
2011-05-18 MORTON JAMES R Director A-Award A Stock Appreciation Right 500 41.50 20.8K 500
2011-05-18 KING H JOE JR Director A-Award A Stock Appreciation Right 500 41.50 20.8K 500
2011-05-18 Johnson R Horace Director A-Award A Stock Appreciation Right 500 41.50 20.8K 500
2011-05-18 Hutson Richard M II Director A-Award A Stock Appreciation Right 500 41.50 20.8K 500
2011-05-18 FRANCIS DAVID L Director A-Award A Stock Appreciation Right 500 41.50 20.8K 500
2011-05-04 KING H JOE JR Director M-Exempt A Common Stock 500 14.75 7.4K 0
2011-04-27 FRANCIS DAVID L Director A-Award A Common Stock 500 14.75 7.4K 46,166
2011-03-03 FINE JAMES A JR Director / Officer P-Purchase A Common Stock 417 31.25 13.0K 179,295
2010-12-28 FINE JAMES A JR Director / Officer A-Award A Common Stock 78 31.00 2.4K 178,878
2010-12-27 FINE JAMES A JR Director / Officer A-Award A Common Stock 286 31.00 8.9K 178,800
2010-12-21 FINE JAMES A JR Director / Officer A-Award A Common Stock 98 31.00 3.0K 178,514
2010-12-13 KING H JOE JR Director G-Gift D Common Stock 335 31.25 10.5K 17,639
2010-08-04 Johnson R Horace Director P-Purchase A Common Stock 200 29.50 5.9K 900
2010-05-19 Speed James H. Jr. Director A-Award A Stock Appreciation Right 500 33.31 16.7K 500
2010-05-19 MORTON JAMES R Director A-Award A Stock Appreciation Right 500 33.31 16.7K 500
2010-05-19 KING H JOE JR Director A-Award A Stock Appreciation Right 500 33.31 16.7K 500
2010-05-19 Johnson R Horace Director A-Award A Stock Appreciation Right 500 33.31 16.7K 500
2010-05-19 Hutson Richard M II Director A-Award A Stock Appreciation Right 500 33.31 16.7K 500
2010-05-19 FRANCIS DAVID L Director A-Award A Stock Appreciation Right 500 33.31 16.7K 500
2010-04-20 KING H JOE JR Director A-Award A Common Stock 500 10.00 5.0K 17,974
2010-03-09 FRANCIS DAVID L Director M-Exempt D NQ Stock Option (right to buy) 500 10.00 5.0K 0
2010-02-09 PARKER A SCOTT III Director A-Award A Common Stock 500 10.00 5.0K 9,460
2010-01-08 PARKER A SCOTT III Director G-Gift D Common Stock 700 32.30 22.6K 8,960
2009-12-21 KING H JOE JR Director G-Gift D Common Stock 665 31.36 20.9K 17,474
2009-05-20 PARKER A SCOTT III Director A-Award A Stock Appreciation Right 500 32.00 16.0K 500

Executive team

Top executives
EBIT / Employee
85.5K
Shares Outstanding
1.89M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 J. Allen Fine Chief Executive Officer and Chairman of the Board 593.5K 300.0K 59.4K 952.8K 0.00%
2 2025 W. Morris Fine Executive Vice President & Secretary 508.9K 350.0K 54.0K 912.9K 0.00%
3 2025 James A. Fine, Jr. President, Chief Financial Officer and Treasurer 508.9K 350.0K 52.8K 911.7K 0.00%
4 2024 J. Allen Fine Chief Executive Officer and Chairman of the Board 576.2K 300.0K 52.5K 928.7K 0.00%
5 2024 W. Morris Fine Executive Vice President & Secretary 494.1K 300.0K 49.3K 843.4K 0.00%
6 2024 W. Morris Fine Executive Vice President Secretary 494.1K 300.0K 49.3K 843.4K 0.00%
7 2024 James A. Fine, Jr. President, Chief Financial Officer and Treasurer 494.1K 300.0K 45.0K 839.0K 0.00%
8 2023 J. Allen Fine Chief Executive Officer and Chairman of the Board 558.5K 100.0K 72.7K 731.2K 0.00%
9 2023 W. Morris Fine Executive Vice President Secretary 479.0K 100.0K 78.5K 657.5K 0.00%
10 2023 W. Morris Fine Executive Vice President & Secretary 479.0K 100.0K 78.5K 657.5K 0.00%
11 2023 James A. Fine, Jr. President, Chief Financial Officer and Treasurer 479.0K 100.0K 72.7K 651.7K 0.00%
12 2022 J. Allen Fine Chief Executive Officer and Chairman of the Board 533.5K 1.00M 82.6K 1.62M 0.00%
13 2022 W. Morris Fine Executive Vice President Secretary 457.5K 1.00M 86.2K 1.54M 0.00%
14 2022 James A. Fine, Jr. President, Chief Financial Officer and Treasurer 457.5K 1.00M 76.2K 1.53M 0.00%
15 2021 J. Allen Fine Chief Executive Officer and Chairman of the Board 489.2K 1.00M 69.5K 1.56M 0.00%
16 2021 W. Morris Fine Executive Vice President Secretary 418.8K 1.00M 80.2K 1.50M 0.00%
17 2021 James A. Fine, Jr. President, Chief Financial Officer and Treasurer 418.8K 1.00M 66.5K 1.49M 0.00%
18 2020 J. Allen Fine Chief Executive Officer and Chairman of the Board 452.5K 900.0K 63.1K 1.42M 0.00%
19 2020 W. Morris Fine Executive Vice President Secretary 385.8K 900.0K 73.5K 1.36M 0.00%
20 2020 James A. Fine, Jr. President, Chief Financial Officer and Treasurer 385.8K 900.0K 60.9K 1.35M 0.00%
21 2019 J. Allen Fine Chief Executive Officer and Chairman of the Board 437.5K 750.0K 65.3K 1.25M 0.00%
22 2019 W. Morris Fine Executive Vice President Secretary 372.8K 750.0K 68.3K 1.19M 0.00%
23 2019 James A. Fine, Jr. President, Chief Financial Officer and Treasurer 372.8K 750.0K 61.5K 1.18M 0.00%
24 2018 J. Allen Fine Chief Executive Officer and Chairman of the Board 422.9K 800.0K 61.3K 1.25M 0.00%
25 2018 W. Morris Fine Executive Vice President Secretary 360.0K 800.0K 62.3K 1.22M 0.00%
26 2018 James A. Fine, Jr. President, Chief Financial Officer and Treasurer 360.0K 800.0K 58.8K 1.22M 0.00%
27 2017 J. Allen Fine Chief Executive Officer and Chairman of the Board 405.3K 755.4K 60.1K 1.22M 0.00%
28 2017 W. Morris Fine Executive Vice President Secretary 343.9K 753.0K 60.5K 1.16M 0.00%
29 2017 James A. Fine, Jr. President, Chief Financial Officer and Treasurer 343.9K 753.6K 57.6K 1.16M 0.00%
30 2016 J. Allen Fine Chief Executive Officer and Chairman of the Board 367.2K 750.0K 44.1K 1.16M 0.00%
31 2016 W. Morris Fine Executive Vice President Secretary 311.6K 750.0K 45.7K 1.11M 0.00%
32 2016 James A. Fine, Jr. President, Chief Financial Officer and Treasurer 311.6K 750.0K 44.1K 1.11M 0.00%
33 2015 J. Allen Fine Chief Executive Officer and Chairman of the Board 353.3K 750.0K 38.1K 841.3K 0.00%
34 2015 W. Morris Fine Executive Vice President Secretary 299.7K 753.0K 46.0K 795.7K 0.00%
35 2015 James A. Fine, Jr. President, Chief Financial Officer and Treasurer 299.7K 40.4K 790.0K 0.00%
36 2014 W. Morris Fine Executive Vice President Secretary 288.3K 350.0K 53.0K 691.3K 0.00%
37 2014 James A. Fine, Jr. President, Chief Financial Officer and Treasurer 288.3K 350.0K 48.5K 686.8K 0.00%
38 2014 J. Allen Fine Chief Executive Officer and Chairman of the Board 340.0K 300.0K 41.6K 681.6K 0.00%
39 2013 W. Morris Fine Executive Vice President Secretary 277.9K 575.0K 39.7K 892.6K 0.00%
40 2013 James A. Fine, Jr. President, Chief Financial Officer and Treasurer 277.9K 575.0K 37.8K 890.7K 0.00%
41 2013 W. Morris Fine Executive Vice President Secretary 277.9K 575.0K 33.5K 886.5K 0.00%
42 2013 James A. Fine, Jr. President, Chief Financial Officer and Treasurer 277.9K 575.0K 31.5K 884.4K 0.00%
43 2013 J. Allen Fine Chief Executive Officer and Chairman of the Board 328.3K 500.0K 30.1K 858.5K 0.00%
44 2013 J. Allen Fine Chief Executive Officer and Chairman of the Board 328.3K 500.0K 23.9K 852.2K 0.00%
45 2012 James A. Fine, Jr. President, Chief Financial Officer and Treasurer 268.5K 325.0K 31.2K 624.7K 0.00%
46 2012 W. Morris Fine Executive Vice President Secretary 268.5K 325.0K 30.9K 624.4K 0.00%
47 2012 James A. Fine, Jr. President, Chief Financial Officer and Treasurer 268.5K 325.0K 29.8K 623.3K 0.00%
48 2012 W. Morris Fine Executive Vice President Secretary 268.5K 325.0K 29.4K 622.9K 0.00%
49 2012 J. Allen Fine Chief Executive Officer and Chairman of the Board 318.2K 250.0K 24.6K 592.7K 0.00%
50 2012 J. Allen Fine Chief Executive Officer and Chairman 318.2K 250.0K 24.1K 592.3K 0.00%
51 2012 J. Allen Fine Chief Executive Officer and Chairman of the Board 318.2K 250.0K 24.1K 592.3K 0.00%
52 2011 James A. Fine, Jr. President, Chief Financial Officer and Treasurer 260.1K 180.0K 30.9K 471.0K 0.00%
53 2011 W. Morris Fine Executive Vice President Secretary 260.1K 180.0K 28.4K 468.5K 0.00%
54 2011 J. Allen Fine Chief Executive Officer and Chairman of the Board 308.1K 100.0K 22.9K 431.0K 0.00%
55 2011 J. Allen Fine Chief Executive Officer and Chairman 308.1K 100.0K 22.9K 431.0K 0.00%
56 2011 J. Allen Fine Chief Executive Officer, Chairman of
57 2011 James A. Fine, Jr. President, Chief Financial Officer
58 2010 W. Morris Fine Executive Vice President Secretary
59 2010 James A. Fine, Jr. President, Chief Financial Officer
60 2010 J. Allen Fine Chief Executive Officer, Chairman of
61 2010 J. Allen Fine Chief Executive Officer, Chairman of the Board
62 2010 James A. Fine, Jr. President, Chief Financial Officer Treasurer
63 2009 J. Allen Fine Chief Executive Officer, Chairman of the Board
64 2009 James A. Fine, Jr. President, Chief Financial Officer
65 2009 James A. Fine, Jr. President, Chief Financial Officer Treasurer
66 2009 J. Allen Fine Chief Executive Officer, Chairman of
67 2009 W. Morris Fine Executive Vice President Secretary
68 2008 James A. Fine, Jr. President, Chief Financial Officer
69 2008 J. Allen Fine Chief Executive Officer, Chairman of
70 2008 J. Allen Fine Chief Executive Officer Chairman of the Board
71 2008 W. Morris Fine Executive Vice President Secretary
72 2008 James A. Fine, Jr. President, Chief Financial Officer Treasurer
73 2007 W. Morris Fine Executive Vice President Secretary
74 2007 James A. Fine, Jr. President, Chief Financial Officer Treasurer
75 2007 J. Allen Fine Chief Executive Officer Chairman of the Board
76 2006 James A. Fine, Jr. President, Chief Financial Officer Treasurer
77 2006 J. Allen Fine Chief Executive Officer Chairman of the Board
78 2005 J. Allen Fine Chief Executive Officer 265.9K 370.0K 191.5K 827.4K 0.00%
79 2005 James A. Fine, Jr. President and Chief Financial Officer 212.8K 355.0K 177.5K 745.4K 0.00%
80 2005 W. Morris Fine Executive Vice President 212.8K 350.0K 176.0K 738.9K 0.00%
81 2004 J. Allen Fine Chief Executive Officer 258.3K 250.0K 164.7K 673.0K 0.00%
82 2004 W. Morris Fine Executive Vice President 206.0K 250.0K 152.5K 608.5K 0.00%
83 2004 James A. Fine, Jr. President and Chief Financial Officer 206.0K 250.0K 151.4K 607.4K 0.00%
84 2003 J. Allen Fine Chief Executive Officer 250.8K 200.0K 17.7K 468.5K 0.00%
85 2003 W. Morris Fine Executive Vice President 200.0K 200.0K 23.1K 423.1K 0.00%
86 2003 James A. Fine, Jr. President and Chief Financial Officer 200.0K 200.0K 23.1K 423.1K 0.00%
87 2002 J. Allen Fine Chief Executive Officer 244.1K 125.0K 17.3K 386.4K 0.00%
88 2002 James A. Fine, Jr. President 194.2K 50.0K 32.8K 277.0K 0.00%
89 2002 James A. Fine, Jr. President and Chief Financial Officer 194.2K 50.0K 32.8K 277.0K 0.00%
90 2002 W. Morris Fine Executive Vice President 194.2K 50.0K 23.4K 267.5K 0.00%
91 2001 J. Allen Fine Chief Executive Officer 238.7K 100.0K 50.0K 14.6K 353.3K 14.15%
92 2001 James A. Fine, Jr. President 188.4K 35.0K 50.0K 19.1K 242.5K 20.62%
93 2001 W. Morris Fine Executive Vice President 188.4K 35.0K 50.0K 19.1K 242.5K 20.62%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-13 DEF 14A
2025-04-11 DEF 14A
2024-04-12 DEF 14A
2023-04-11 DEF 14A
2022-04-12 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-04-13 DEF 14A
2026-04-13 ARS
2026-03-19 4
2026-03-19 4
2026-03-16 10-K
2026-02-24 4
2026-02-17 8-K
2025-11-07 10-Q
2025-11-05 8-K

Executive team

NameTitleCompensationGender
James Allen Fine Founder, Chairman & Chief Executive Officer 952.8K male
William Morris Fine Executive Vice President, Secretary & Director 912.9K male
C. Todd Murphy Senior Vice President of Finance male
Elizabeth Ann Wainio Senior Vice President of Risk Management & Claims Counsel female
Elizabeth Lewter Senior Vice President of Accounting female
Brandee Garren Vice President of Underwriting & Operations Support female
John Herath Senior Vice President of Human Resources male
Kimberly McRae Wells Senior Vice President of Southeast Region Marketing & Operations Manager female
L. Dawn Martin Vice President of Corporate Administration & Investor Relations Officer and Assistant Secretary female
Andrew Wert Senior Vice President of Operations male
ESG Rating
B-
INSURANCE - SPECIALTY
2013
E (Environmental)
64.5 / 55.5
Company / Sector avg.
S (Social)
73.4 / 59.7
Company / Sector avg.
G (Governance)
69.5 / 65.2
Company / Sector avg.
ESG Total
69.2 / 60.1
Company / Sector avg.
ESG Score History INSURANCE - SPECIALTY
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 yield history

Dividend history

Earnings history

Earnings reports

Stock splits