Investors Title Company (ITIC)
Chapel Hill, NC, US
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.
Based on only 1 article — low confidence
- ITIC vs DGICA: Which Insurance Stock is the Better Buy? Zacks Investment Research
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.27% | -0.71% | +2.05% | -12.07% | -16.59% | -5.76% | -2.49% | +64.08% | +29.89% | +143.42% | +2,573.52% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
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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)
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FCF margin FCF growth · Insurance - Specialty: +39.7%+11.7% Q1'26: +2.5% (vs Q1'25)
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EBIT margin Insurance - Specialty: +18.3%+16.3% Q1'26: +12.1% (vs Q1'25)
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ROIC Insurance - Specialty: +10.3%+22.2% ★ Q1'26: +17.6% (vs Q1'25)
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Share dilution Insurance - Specialty: +0.5%+0.2% Q1'26: -0.1% (vs Q1'25)
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Debt / EBITDA Net debt/EBITDA · Insurance - Specialty: 0.25×0.16× ★ Q1'26: 0.28× (vs Q1'25)
* 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.
| 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%)
|
| 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
Ownership Overview
| # | 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)
| # | 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 — |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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Community Opinion for ITIC
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.

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