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Palomar Holdings, Inc. (PLMR)

USD138.72 -0.86 (-0.62%)
US NASDAQ Financial Services Insurance - Property & Casualty
Address 7979 Ivanhoe Avenue 92037
La Jolla, CA, US
CEO D. McDonald Armstrong
Website plmr.com
IPO 2019-04-17
CIK 1761312 ISIN US69753M1053

Explore sections of this company profile

Description

Palomar Holdings, Inc. functions as an insurance holding company dedicated to providing specialized property coverage for both private homeowners and businesses. Its comprehensive product range encompasses essential offerings such as residential and commercial earthquake policies, commercial all-risk protection, tailored homeowners' insurance, inland marine coverage, and Hawaii hurricane policies. Furthermore, the company extends its services to include residential and commercial flood insurance, along with other specialized financial products like assumed reinsurance, real estate error and omission (E&O) coverage, and specific solutions for real estate investors. Palomar distributes its policies through a varied network, including independent retail agents, wholesale brokers, program administrators, and collaborative agreements with other insurance carriers. The company, which was previously named GC Palomar Holdings, was founded in 2013 and maintains its corporate headquarters in La Jolla, California.

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
USD138.72 -0.86 (-0.62%)
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Volume Profile
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Liquidity & share structure
Average Volume
271.3K
Beta
0.44
Float Shares
26.04M
Free Float %
98.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.88% -8.18% -9.12% -13.22% -5.98% -17.82% -29.16% +118.44% +66.54% +483.20% +483.20%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (11 ratings, all time) Buy
Price Targets & DCF
Current price
138.72
Low 88.00 -36.6%
Consensus 110.25 -20.5%
Median 109.50 -21.1%
High 134.00 -3.4%
DCF (Unlevered) 235.31 +69.6%
DCF (Levered) 1,289.29 +829.4%

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) 88% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 4 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
134.00
-3.4%
All Time 7
102.71
-26.0%
Quality scores
Altman Z-Score
1.77
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
7 / 10
Strong MOAT
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Insurance - Property & Casualty: +14.1%
    +58.2% Q1'26: +59.7% (vs Q1'25)
  • EPS growth Insurance - Property & Casualty: +27.5%
    +60.0% Q1'26: +0.0% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Property & Casualty: +25.6%
    +46.6% Q1'26: +41.5% (vs Q1'25)
  • EBIT margin Insurance - Property & Casualty: +16.3%
    +29.0% Q1'26: +0.0% (vs Q1'25)
  • ROIC Insurance - Property & Casualty: +7.9%
    +87.9% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Insurance - Property & Casualty: +0.4%
    +4.8% Q1'26: -0.2% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Property & Casualty: -0.10×
    0.03×
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 (0.49) × ERP
WACC = 100% × Ke + 0% × Kd (5.5%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 240.80 Current price: 138.72
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 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
5 EPS Ana.
Dec 2027
3 Rev. Ana.
4 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
113.30M
est: 103.03M (+10.0%)
168.46M
est: 359.41M (-53.1%)
247.79M
est: 525.12M (-52.8%)
327.09M
est: 864.35M (-62.2%)
375.93M
est: 445.93M (-15.7%)
553.86M
est: 1.54B (-64.1%)
875.97M
est: 2.02B (-56.6%)
2.54B
2.45B – 2.65B
+25.9% YoY
3.09B
3.02B – 3.17B
+21.6% YoY
1.45B
1.45B – 1.45B
-53.1% YoY
EBITDA
19.36M
est: 23.26M (-16.8%)
7.56M
est: 78.62M (-90.4%)
60.72M
est: 44.81M (+35.5%)
72.54M
est: 48.67M (+49.0%)
111.92M
est: 120.28M (-7.0%)
157.44M
est: 415.80M (-62.1%)
262.65M
est: 543.95M (-51.7%)
684.74M
661.53M – 713.76M
+25.9% YoY
832.33M
814.74M – 855.77M
+21.6% YoY
390.68M
389.93M – 391.43M
-53.1% YoY
EBIT
19.15M
est: 21.38M (-10.5%)
6.22M
est: 74.59M (-91.7%)
57.18M
est: 108.98M (-47.5%)
68.42M
est: 179.38M (-61.9%)
107.42M
est: 115.09M (-6.7%)
152.33M
est: 397.85M (-61.7%)
253.78M
est: 520.47M (-51.2%)
655.19M
632.98M – 682.95M
+25.9% YoY
796.41M
779.58M – 818.84M
+21.6% YoY
373.82M
373.10M – 374.54M
-53.1% YoY
Net Income
10.62M
est: 15.23M (-30.3%)
6.26M
est: 9.80M (-36.1%)
45.85M
est: 35.83M (+28.0%)
52.17M
est: 57.92M (-9.9%)
79.20M
est: 106.92M (-25.9%)
117.57M
est: 131.94M (-10.9%)
197.07M
est: 213.37M (-7.6%)
263.16M
261.79M – 264.53M
+23.3% YoY
303.68M
293.63M – 313.73M
+15.4% YoY
326.98M
312.08M – 341.88M
+7.7% YoY
SGA
— – —
— – —
— – —
EPS
0.49
est: 1.71 (-71.4%)
0.25
est: 0.37 (-33.1%)
1.80
est: 1.95 (-7.6%)
2.07
est: 2.44 (-15.2%)
3.19
est: 3.88 (-17.9%)
4.61
est: 4.80 (-4.0%)
7.40
est: 7.72 (-4.2%)
9.56
9.52 – 9.62
+23.8% YoY
10.97
10.68 – 11.41
+14.7% YoY
11.88
11.35 – 12.44
+8.3% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-06 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-05-05 A- 4/5 3/5 5/5 5/5 4/5 2/5 1/5
2026-05-04 A- 4/5 3/5 5/5 5/5 4/5 2/5 1/5
2026-05-01 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-30 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-29 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-28 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-27 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-24 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-23 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-22 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-21 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-20 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-17 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-16 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-15 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
406.33M
OE per share TTM
14.80
Owner's Yield
13.81%
Maintenance CapEx ratio
2.65%
Maint CapEx / Avg PPE
0.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
106
Total invested
352.37M
Insider transactions (90d)
1
Beneficial owners (>5%)
14
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 3.60M 14.20% 3.58M 3.60M HC Delaware 2022-01-27
2 Prudential Financial, Inc. 2.88M 5.31% 2.00 945.0K HC Source of Funds (See Instructions) 2024-02-13
3 52-0556948 2.13M 9.00% 2.13M IA Maryland 2020-02-14
4 The Vanguard Group - 23-1945930 2.08M 8.19% 46.4K 2.01M 67.7K IA Pennsylvania For 2022-02-10
5 Amundi 1.39M 5.50% 1.39M 1.39M HC Republic France For 2022-02-14
6 Genstar Capital Partners V AIV, L.P. 0.00% PN 2021-02-08
7 Genstar Capital Partners VI AIV (DEL), L.P. 0.00% PN 2021-02-08
8 Genstar Capital Partners VI AIV, L.P. 0.00% PN 2021-02-08
9 Genstar Capital V AIV, L.P. 0.00% PN 2021-02-08
10 Genstar Capital VI AIV, L.P. 0.00% PN 2021-02-08
11 Genstar V GP AIV Ltd. 0.00% OO 2021-02-08
12 Genstar VI GP AIV Ltd. 0.00% OO 2021-02-08
13 Stargen V AIV, L.P. 0.00% PN 2021-02-08
14 Stargen VI AIV, L.P. 0.00% PN 2021-02-08

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
106
-236 vs prev Q
New positions
16
Closed positions
249
Increased
46
Reduced
34
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 ATLAS CAPITAL ADVISORS LLC 181.6K +181.6K (+100.0%) 24.48B +24.5B (+100.0%) 0.69% +0.685 pp 2.73% +2.726 pp USD134.76 +0.0% 1 qtrs NEW
2 MACQUARIE MANAGEMENT HOLDINGS, INC. 20.7K +20.7K (+100.0%) 2.79B +2.8B (+100.0%) 0.08% +0.078 pp 0.00% +0.004 pp USD134.76 +0.0% 1 qtrs NEW
3 BLACKROCK, INC. 4.40M +101.5K (+2.4%) 593.40M +91.2M (+18.1%) 16.61% +0.503 pp 0.01% +0.001 pp USD97.04 +38.9% 6 qtrs
4 VANGUARD GROUP INC 2.70M +67.0K (+2.5%) 363.62M +56.4M (+18.4%) 10.18% +0.327 pp 0.01% +0.001 pp USD74.33 +81.3% 27 qtrs
5 STATE STREET CORP 1.06M -30.8K (-2.8%) 143.03M +15.5M (+12.2%) 4.00% -0.086 pp 0.00% +0.000 pp USD69.99 +92.5% 27 qtrs
6 WESTFIELD CAPITAL MANAGEMENT CO LP 840.2K +101.7K (+13.8%) 113.23M +27.0M (+31.3%) 3.17% +0.404 pp 0.47% +0.110 pp USD100.22 +34.5% 27 qtrs
7 JANUS HENDERSON GROUP PLC 795.6K +568.4K (+250.1%) 107.24M +80.7M (+304.0%) 2.99% +2.136 pp 0.05% +0.036 pp USD130.55 +3.2% 18 qtrs
8 SUMITOMO MITSUI TRUST HOLDINGS, INC. 785.2K +329.0K (+72.1%) 105.81M +52.6M (+98.7%) 2.94% +1.234 pp 0.06% +0.032 pp USD101.26 +33.1% 24 qtrs
9 STEPHENS INVESTMENT MANAGEMENT GROUP LLC 694.3K +114.9K (+19.8%) 93.57M +25.9M (+38.3%) 2.60% +0.432 pp 1.22% +0.342 pp USD68.77 +96.0% 26 qtrs
10 INVESCO LTD. 677.9K -39.2K (-5.5%) 91.36M +7.6M (+9.1%) 2.56% -0.128 pp 0.01% +0.001 pp USD138.09 -2.4% 26 qtrs
11 GEODE CAPITAL MANAGEMENT, LLC 661.9K +2.3K (+0.3%) 89.21M +12.2M (+15.8%) 2.50% +0.027 pp 0.01% +0.001 pp USD67.32 +100.2% 27 qtrs
12 DIMENSIONAL FUND ADVISORS LP 629.4K +33.4K (+5.6%) 84.82M +15.2M (+21.9%) 2.37% +0.143 pp 0.02% +0.003 pp USD81.77 +64.8% 23 qtrs
13 AMERICAN CENTURY COMPANIES INC 459.0K +38.1K (+9.1%) 61.86M +12.7M (+25.9%) 1.73% +0.156 pp 0.03% +0.006 pp USD87.38 +54.2% 14 qtrs
14 CHAMPLAIN INVESTMENT PARTNERS, LLC 332.5K -76.2K (-18.6%) 44.81M -2.9M (-6.1%) 1.25% -0.282 pp 0.45% +0.094 pp USD69.88 +92.8% 26 qtrs
15 FEDERATED HERMES, INC. 328.4K +23.2K (+7.6%) 44.26M +8.6M (+24.2%) 1.24% +0.096 pp 0.07% +0.011 pp USD91.16 +47.8% 26 qtrs
16 BALYASNY ASSET MANAGEMENT L.P. 308.7K +229.7K (+290.5%) 41.60M +32.4M (+350.8%) 1.16% +0.863 pp 0.05% +0.041 pp USD130.15 +3.5% 6 qtrs
17 EMERALD ADVISERS, LLC 302.0K +962.0 (+0.3%) 40.69M +5.6M (+15.8%) 1.13% +0.005 pp 1.25% +0.127 pp USD60.01 +124.6% 26 qtrs
18 NORTHERN TRUST CORP 281.7K +7.8K (+2.8%) 37.97M +6.0M (+18.7%) 1.06% +0.032 pp 0.00% +0.001 pp USD69.27 +94.5% 27 qtrs
19 PRICE T ROWE ASSOCIATES INC /MD/ 281.6K +722.0 (+0.3%) 37.95M +5.2M (+15.7%) 1.06% +0.011 pp 0.00% +0.001 pp USD74.88 +80.0% 27 qtrs
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 260.9K -986.0 (-0.4%) 35.16M +4.6M (+15.0%) 0.98% -0.001 pp 0.01% +0.001 pp USD72.27 +86.5% 27 qtrs
21 VILLERE ST DENIS J & CO LLC 260.4K -10.8K (-4.0%) 35.09M +3.4M (+10.8%) 0.98% -0.040 pp 3.52% +0.474 pp USD73.95 +82.2% 21 qtrs
22 MORGAN STANLEY 259.5K -24.3K (-8.6%) 34.97M +1.8M (+5.5%) 0.98% -0.084 pp 0.00% +0.000 pp USD91.41 +47.4% 27 qtrs
23 GOLDMAN SACHS GROUP INC 247.2K +17.7K (+7.7%) 33.31M +6.5M (+24.3%) 0.93% +0.073 pp 0.00% +0.001 pp USD89.18 +51.1% 26 qtrs
24 AUSTRALIANSUPER PTY LTD 241.5K +— (+0.0%) 32.55M +4.3M (+15.4%) 0.91% +0.001 pp 0.15% +0.022 pp USD154.25 -12.6% 3 qtrs
25 FREESTONE GROVE PARTNERS LP 240.9K +15.4K (+6.8%) 32.46M +6.1M (+23.3%) 0.91% +0.064 pp 0.23% +0.038 pp USD119.73 +12.6% 5 qtrs
26 VOYA INVESTMENT MANAGEMENT LLC 239.6K +234.8K (+4,902.1%) 32.29M +31.7M (+5,673.8%) 0.90% +0.886 pp 0.03% +0.031 pp USD133.89 +0.6% 25 qtrs
27 GENEVA CAPITAL MANAGEMENT LLC 231.5K -27.8K (-10.7%) 31.20M +920.2K (+3.0%) 0.87% -0.098 pp 0.59% +0.067 pp USD93.19 +44.6% 23 qtrs
28 HANDELSBANKEN FONDER AB 231.3K -56.8K (-19.7%) 31.18M -2.5M (-7.3%) 0.87% -0.212 pp 0.09% -0.013 pp USD93.62 +43.9% 23 qtrs
29 ARTEMIS INVESTMENT MANAGEMENT LLP 212.3K +24.2K (+12.8%) 28.61M +6.6M (+30.3%) 0.80% +0.091 pp 0.35% +0.072 pp USD99.11 +36.0% 8 qtrs
30 PRINCIPAL FINANCIAL GROUP INC 207.7K +25.4K (+14.0%) 27.99M +6.7M (+31.5%) 0.78% +0.096 pp 0.01% +0.004 pp USD97.38 +38.4% 23 qtrs
31 POINT72 ASSET MANAGEMENT, L.P. 202.2K +11.6K (+6.1%) 27.25M +5.0M (+22.5%) 0.76% +0.045 pp 0.03% -0.007 pp USD117.78 +14.4% 17 qtrs
32 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 187.3K +187.3K (+100.0%) 25.25M +25.2M (+100.0%) 0.71% +0.707 pp 0.03% +0.029 pp USD134.76 +0.0% 1 qtrs NEW
33 BANK OF NEW YORK MELLON CORP 178.7K -20.2K (-10.2%) 24.08M +861.0K (+3.7%) 0.67% -0.071 pp 0.00% 0.000 pp USD67.00 +101.1% 27 qtrs
34 FRED ALGER MANAGEMENT, LLC 176.3K -41.5K (-19.0%) 23.76M -1.7M (-6.6%) 0.67% -0.150 pp 0.09% -0.006 pp USD92.32 +46.0% 8 qtrs
35 EMERALD MUTUAL FUND ADVISERS TRUST 161.7K +1.5K (+0.9%) 21.79M +3.1M (+16.5%) 0.61% +0.006 pp 1.06% +0.096 pp USD58.63 +129.8% 26 qtrs
36 NUVEEN, LLC 157.8K +6.6K (+4.4%) 21.27M +3.6M (+20.5%) 0.60% +0.029 pp 0.01% +0.001 pp USD136.98 -1.6% 4 qtrs
37 BESSEMER GROUP INC 153.9K +222.0 (+0.1%) 20.74M +2.8M (+15.6%) 0.58% +0.001 pp 0.03% +0.004 pp USD124.67 +8.1% 18 qtrs
38 BARCLAYS PLC 149.8K +78.0K (+108.7%) 20.19M +13.4M (+197.0%) 0.57% +0.296 pp 0.00% +0.003 pp USD119.21 +13.0% 27 qtrs
39 BANK OF AMERICA CORP /DE/ 144.9K -9.6K (-6.2%) 19.52M +1.5M (+8.3%) 0.55% -0.032 pp 0.00% +0.000 pp USD85.95 +56.8% 27 qtrs
40 DANSKE BANK A/S 138.3K +56.9K (+69.9%) 18.64M +9.1M (+96.1%) 0.52% +0.214 pp 0.04% +0.020 pp USD138.11 -2.4% 8 qtrs
41 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 131.9K -142.5K (-51.9%) 17.78M -14.3M (-44.5%) 0.50% -0.530 pp 0.01% -0.008 pp USD150.95 -10.7% 3 qtrs
42 BLAIR WILLIAM & CO/IL 127.4K +2.1K (+1.7%) 17.17M +2.5M (+17.4%) 0.48% +0.012 pp 0.05% +0.007 pp USD63.07 +113.7% 27 qtrs
43 WOODLINE PARTNERS LP 126.1K +27.3K (+27.6%) 17.00M +5.5M (+47.3%) 0.48% +0.106 pp 0.07% +0.012 pp USD120.64 +11.7% 2 qtrs
44 CITADEL ADVISORS LLC 122.5K +49.1K (+67.0%) 16.51M +7.9M (+92.7%) 0.46% +0.187 pp 0.00% +0.001 pp USD122.95 +9.6% 20 qtrs
45 QUBE RESEARCH & TECHNOLOGIES LTD 117.5K -126.7K (-51.9%) 15.83M -12.7M (-44.5%) 0.44% -0.473 pp 0.02% -0.013 pp USD104.11 +29.4% 10 qtrs
46 CLARK CAPITAL MANAGEMENT GROUP, INC. 113.9K +11.1K (+10.8%) 15.35M +3.3M (+27.9%) 0.43% +0.045 pp 0.09% +0.019 pp USD129.10 +4.4% 4 qtrs
47 STATE OF WISCONSIN INVESTMENT BOARD 97.8K +4.4K (+4.7%) 13.18M +2.3M (+20.8%) 0.37% +0.017 pp 0.03% +0.005 pp USD56.46 +138.7% 27 qtrs
48 VOLORIDGE INVESTMENT MANAGEMENT, LLC 97.0K -55.7K (-36.5%) 13.07M -4.8M (-26.7%) 0.37% -0.206 pp 0.05% -0.014 pp USD122.37 +10.1% 14 qtrs
49 PUBLIC SECTOR PENSION INVESTMENT BOARD 91.7K -12.7K (-12.2%) 12.36M +164.1K (+1.3%) 0.35% -0.045 pp 0.04% -0.003 pp USD99.85 +35.0% 23 qtrs
50 JPMORGAN CHASE & CO 86.8K -2.0K (-2.3%) 11.70M +1.3M (+12.8%) 0.33% -0.007 pp 0.00% +0.000 pp USD77.07 +74.9% 27 qtrs
51 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 86.5K +66.1K (+323.7%) 11.66M +9.3M (+389.1%) 0.33% +0.250 pp 0.01% +0.005 pp USD135.85 -0.8% 8 qtrs
52 PEREGRINE CAPITAL MANAGEMENT LLC 74.9K -988.0 (-1.3%) 10.09M +1.2M (+13.9%) 0.28% -0.004 pp 0.31% +0.043 pp USD51.96 +159.4% 26 qtrs
53 PRUDENTIAL FINANCIAL INC 73.7K +29.1K (+65.1%) 9.93M +4.7M (+90.5%) 0.28% +0.111 pp 0.01% +0.006 pp USD104.83 +28.6% 23 qtrs
54 MAN GROUP PLC 73.6K -65.5K (-47.1%) 9.92M -6.3M (-38.9%) 0.28% -0.245 pp 0.02% -0.011 pp USD128.30 +5.0% 3 qtrs
55 MANUFACTURERS LIFE INSURANCE COMPANY, THE 73.6K -827.0 (-1.1%) 9.91M +1.2M (+14.1%) 0.28% -0.001 pp 0.01% +0.001 pp USD72.73 +85.3% 27 qtrs
56 WAVERLY ADVISORS, LLC 72.8K +4.3K (+6.3%) 9.81M +1.8M (+22.7%) 0.27% +0.018 pp 0.08% 0.000 pp USD136.94 -1.6% 4 qtrs
57 AMERIPRISE FINANCIAL INC 69.3K -127.3K (-64.8%) 9.34M -13.6M (-59.3%) 0.26% -0.476 pp 0.00% -0.003 pp USD96.89 +39.1% 27 qtrs
58 LEGAL & GENERAL GROUP PLC 68.7K -3.1K (-4.3%) 9.25M +874.6K (+10.4%) 0.26% -0.010 pp 0.00% +0.000 pp USD93.51 +44.1% 27 qtrs
59 RHUMBLINE ADVISERS 68.2K -4.5K (-6.2%) 9.18M +705.2K (+8.3%) 0.26% -0.015 pp 0.01% +0.001 pp USD77.64 +73.6% 25 qtrs
60 RENAISSANCE GROUP LLC 66.9K -6.3K (-8.6%) 9.01M +470.0K (+5.5%) 0.25% -0.022 pp 0.36% +0.040 pp USD97.20 +38.6% 8 qtrs
61 UBS ASSET MANAGEMENT AMERICAS INC 66.6K +672.0 (+1.0%) 8.98M +1.3M (+16.6%) 0.25% +0.004 pp 0.00% +0.000 pp USD112.39 +19.9% 24 qtrs
62 KORNITZER CAPITAL MANAGEMENT INC /KS 64.8K +— (+0.0%) 8.74M +1.2M (+15.4%) 0.24% +0.000 pp 0.18% +0.030 pp USD53.45 +152.1% 27 qtrs
63 KING LUTHER CAPITAL MANAGEMENT CORP 59.5K +3.0K (+5.4%) 8.02M +1.4M (+21.7%) 0.22% +0.013 pp 0.03% +0.006 pp USD57.55 +134.2% 26 qtrs
64 OSTERWEIS CAPITAL MANAGEMENT INC 57.5K +57.5K (+100.0%) 7.75M +7.8M (+100.0%) 0.22% +0.217 pp 0.33% +0.328 pp USD134.76 +0.0% 3 qtrs
65 CERITY PARTNERS LLC 55.5K -14.3K (-20.5%) 7.48M -674.7K (-8.3%) 0.21% -0.052 pp 0.01% -0.002 pp USD136.00 -0.9% 5 qtrs
66 SEI INVESTMENTS CO 54.2K +10.2K (+23.2%) 7.31M +2.2M (+42.2%) 0.20% +0.039 pp 0.01% +0.002 pp USD81.50 +65.3% 26 qtrs
67 SWISS NATIONAL BANK 52.9K +1.0K (+1.9%) 7.13M +1.1M (+17.7%) 0.20% +0.005 pp 0.00% +0.001 pp USD67.78 +98.8% 25 qtrs
68 ALLIANCEBERNSTEIN L.P. 52.2K +1.6K (+3.2%) 7.04M +1.1M (+19.1%) 0.20% +0.008 pp 0.00% +0.000 pp USD146.37 -7.9% 26 qtrs
69 OAK RIDGE INVESTMENTS LLC 50.3K -1.2K (-2.4%) 6.78M +761.2K (+12.7%) 0.19% -0.005 pp 0.41% +0.022 pp USD68.72 +96.1% 23 qtrs
70 F/M INVESTMENTS LLC 49.7K +7.5K (+17.9%) 6.69M +1.8M (+36.1%) 0.19% +0.028 pp 0.25% +0.065 pp USD91.02 +48.1% 7 qtrs
71 VICTORY CAPITAL MANAGEMENT INC 36.6K -66.4K (-64.5%) 4.93M -7.1M (-59.0%) 0.14% -0.248 pp 0.00% -0.004 pp USD112.28 +20.0% 26 qtrs
72 WELLS FARGO & COMPANY/MN 36.3K +5.2K (+16.7%) 4.89M +1.3M (+34.7%) 0.14% +0.021 pp 0.00% +0.000 pp USD109.52 +23.0% 27 qtrs
73 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 32.6K -10.7K (-24.7%) 4.40M -658.9K (-13.0%) 0.12% -0.039 pp 0.01% -0.004 pp USD148.27 -9.1% 6 qtrs
74 ROBECO SCHWEIZ AG 32.5K +— (+0.0%) 4.38M +585.3K (+15.4%) 0.12% +0.000 pp 0.10% +0.013 pp USD137.08 -1.7% 4 qtrs
75 ENVESTNET ASSET MANAGEMENT INC 32.5K -7.2K (-18.2%) 4.37M -256.9K (-5.5%) 0.12% -0.026 pp 0.00% +0.000 pp USD89.37 +50.8% 23 qtrs
76 DEUTSCHE BANK AG\ 32.1K -14.7K (-31.4%) 4.32M -1.1M (-20.8%) 0.12% -0.055 pp 0.00% 0.000 pp USD97.93 +37.6% 27 qtrs
77 ALGERT GLOBAL LLC 30.3K -5.0K (-14.3%) 4.08M -43.0K (-1.0%) 0.11% -0.018 pp 0.06% -0.005 pp USD81.10 +66.2% 16 qtrs
78 UBS GROUP AG 28.4K -70.0K (-71.1%) 3.82M -7.7M (-66.7%) 0.11% -0.261 pp 0.00% -0.001 pp USD110.81 +21.6% 27 qtrs
79 AQR CAPITAL MANAGEMENT LLC 28.0K +10.7K (+61.4%) 3.78M +1.7M (+86.3%) 0.11% +0.040 pp 0.00% +0.001 pp USD98.10 +37.4% 12 qtrs
80 RUSSELL INVESTMENTS GROUP, LTD. 27.8K +24.4K (+709.7%) 3.74M +3.3M (+834.6%) 0.10% +0.092 pp 0.00% +0.004 pp USD132.27 +1.9% 12 qtrs
81 DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN 26.5K +26.5K (+100.0%) 3.57M +3.6M (+100.0%) 0.10% +0.099 pp 0.00% +0.003 pp USD134.76 +0.0% 1 qtrs NEW
82 TRILLIUM ASSET MANAGEMENT, LLC 25.2K -5.1K (-16.9%) 3.53M -7.8K (-0.2%) 0.10% -0.019 pp 0.11% +0.015 pp USD105.59 +27.6% 5 qtrs
83 TREXQUANT INVESTMENT LP 26.1K -65.6K (-71.5%) 3.52M -7.2M (-67.1%) 0.10% -0.245 pp 0.03% -0.079 pp USD120.28 +12.0% 4 qtrs
84 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 25.5K +415.0 (+1.7%) 3.44M +507.7K (+17.3%) 0.10% +0.002 pp 0.00% +0.000 pp USD57.93 +132.6% 27 qtrs
85 MILLENNIUM MANAGEMENT LLC 24.8K -120.2K (-82.9%) 3.34M -13.6M (-80.2%) 0.09% -0.449 pp 0.00% -0.006 pp USD113.57 +18.7% 6 qtrs
86 ALTERNATIVE INVESTMENT ADVISORS, LLC. 24.0K -739.0 (-3.0%) 3.23M +345.7K (+12.0%) 0.09% -0.002 pp 1.39% +0.079 pp USD116.75 +15.4% 2 qtrs
87 INTECH INVESTMENT MANAGEMENT LLC 23.6K -13.4K (-36.1%) 3.19M -1.1M (-26.3%) 0.09% -0.049 pp 0.03% -0.010 pp USD140.88 -4.3% 7 qtrs
88 THRIVENT FINANCIAL FOR LUTHERANS 22.8K -1.1K (-4.7%) 3.07M +280.0K (+10.0%) 0.09% -0.004 pp 0.01% +0.000 pp USD88.45 +52.4% 23 qtrs
89 GREAT WEST LIFE ASSURANCE CO /CAN/ 22.5K -5.0K (-18.1%) 3.03M -110.0K (-3.5%) 0.08% -0.018 pp 0.01% +0.001 pp USD85.33 +57.9% 25 qtrs
90 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 22.3K -338.0 (-1.5%) 3.01M +363.0K (+13.7%) 0.08% -0.001 pp 0.01% +0.001 pp USD83.61 +61.2% 23 qtrs
91 HARBOR CAPITAL ADVISORS, INC. 21.6K -948.0 (-4.2%) 2.90M +277.0K (+10.5%) 0.08% -0.004 pp 0.23% +0.021 pp USD93.97 +43.4% 11 qtrs
92 SOUTH DAKOTA INVESTMENT COUNCIL 21.3K +— (+0.0%) 2.87M +384.0K (+15.4%) 0.08% +0.001 pp 0.05% +0.006 pp USD141.76 -4.9% 3 qtrs
93 SCHOLTZ & COMPANY, LLC 21.2K -22.3K (-51.3%) 2.86M -2.2M (-43.7%) 0.08% -0.083 pp 1.24% -0.992 pp USD134.28 +0.4% 4 qtrs
94 HUSSMAN STRATEGIC ADVISORS, INC. 21.0K +— (+0.0%) 2.83M +378.2K (+15.4%) 0.08% +0.000 pp 0.68% +0.153 pp USD116.75 +15.4% 2 qtrs
95 CONESTOGA CAPITAL ADVISORS, LLC 20.6K +3.1K (+17.3%) 2.78M +727.7K (+35.4%) 0.08% +0.012 pp 0.05% +0.014 pp USD95.36 +41.3% 24 qtrs
96 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 20.3K +482.0 (+2.4%) 2.73M +407.0K (+17.6%) 0.08% +0.002 pp 0.36% +0.042 pp USD83.34 +61.7% 12 qtrs
97 OSSIAM 20.2K +— (+0.0%) 2.72M +363.8K (+15.4%) 0.08% +0.000 pp 0.05% +0.024 pp USD116.75 +15.4% 2 qtrs
98 STATE OF ALASKA, DEPARTMENT OF REVENUE 19.9K +5.2K (+35.1%) 2.69M +964.0K (+56.0%) 0.07% +0.020 pp 0.03% +0.011 pp USD102.50 +31.5% 23 qtrs
99 CREATIVE PLANNING 19.1K +8.3K (+77.5%) 2.57M +1.3M (+104.8%) 0.07% +0.031 pp 0.00% +0.001 pp USD130.09 +3.6% 8 qtrs
100 LOS ANGELES CAPITAL MANAGEMENT LLC 19.1K -3.6K (-15.9%) 2.15M -502.8K (-18.9%) 0.07% -0.013 pp 0.01% -0.002 pp USD58.55 +130.2% 14 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.27
Bearish
Ratio by volume
0.43
Bearish
Buys
3
Sells
11
Shares acquired
11.2K
Shares disposed
25.8K
Cash buys
Cash sales
8.00
Net activity
-14,634
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-21 Armstrong Mac Director / Officer S-Sale D Common Stock (RSUs) 1,622 129.91 210.7K 338,266 I
2026-04-15 Christianson Jon Officer M-Exempt A Common Stock 1,937 15.00 29.1K 67,856 D
2026-04-15 Armstrong Mac Director / Officer M-Exempt A Common Stock (RSUs) 6,250 0.00 105,256 D
2026-04-07 Christianson Jon Officer M-Exempt D Employee Stock Option (Right to Buy) 3,000 15.00 45.0K 1,937 D
2026-03-23 Armstrong Mac Director / Officer S-Sale D Common Stock 400 118.33 47.3K 342,988 I
2026-02-18 Uchida T Christopher Officer M-Exempt D Restricted Stock Units (RSUs) 1,530 0.00 4,590 D
2026-02-18 Knutzen Jonathan Officer M-Exempt D Restricted Stock Units 612 0.00 1,836 D
2026-02-18 Christianson Jon Officer S-Sale D Common Stock (RSUs) 522 128.04 66.8K 65,919 D
2026-02-12 Armstrong Mac Director / Officer S-Sale D Common Stock 246 121.32 29.8K 346,242 I
2026-01-31 Uchida T Christopher Officer M-Exempt A Common Stock (RSUs) 1,054 0.00 14,550 D
2026-01-31 Knutzen Jonathan Officer M-Exempt A Common Stock (RSUs) 890 0.00 27,538 D
2026-01-31 Grant Angela L. Officer M-Exempt D Restricted Stock Units (RSUs) 713 0.00 0 D
2026-01-31 Christianson Jon Officer M-Exempt D Restricted Stock Units (RSUs) 995 0.00 0 D
2026-01-31 Armstrong Mac Director / Officer M-Exempt D Restricted Stock Units (RSUs) 4,266 0.00 0 D
2026-01-29 Uchida T Christopher Officer M-Exempt A Common Stock (RSUs) 1,941 0.00 14,311 D
2026-01-29 Knutzen Jonathan Officer M-Exempt D Restricted Stock Units (RSUs) 1,230 0.00 1,231 D
2026-01-29 Herve Rodolphe Officer M-Exempt D Restricted Stock Units (RSUs) 1,020 0.00 2,040 D
2026-01-29 Grant Angela L. Officer S-Sale D Common Stock (RSUs) 365 122.04 44.5K 6,580 D
2026-01-29 Christianson Jon Officer M-Exempt D Restricted Stock Units (RSUs) 1,327 0.00 1,326 D
2026-01-29 Carter Timothy Officer M-Exempt D Restricted Stock Units (RSUs) 610 0.00 1,219 D
2026-01-29 Armstrong Mac Director / Officer M-Exempt A Common Stock (RSUs) 4,786 0.00 96,523 D
2026-01-28 Uchida T Christopher Officer A-Award A Restricted Stock Units (RSUs) 8,431 0.00 8,431 D
2026-01-28 Knutzen Jonathan Officer S-Sale D Common Stock (PSUs) 1,535 119.88 184.0K 24,809 D
2026-01-28 Herve Rodolphe Officer A-Award A Restricted Stock Units (RSUs) 4,020 0.00 4,020 D
2026-01-28 Grant Angela L. Officer A-Award A Restricted Stock Units (RSUs) 3,581 0.00 3,581 D
2026-01-28 Christianson Jon Officer S-Sale D Common Stock (PSUs) 1,991 119.88 238.7K 62,985 D
2026-01-28 Carter Timothy Officer A-Award A Restricted Stock Units (RSUs) 2,166 0.00 2,166 D
2026-01-28 Armstrong Mac Director / Officer M-Exempt A Common Stock (PSUs) 22,907 0.00 103,221 D
2026-01-21 Armstrong Mac Director / Officer S-Sale D Common Stock 41 130.29 5.3K 348,388 I
2026-01-15 Armstrong Mac Director / Officer M-Exempt A Common Stock (RSUs) 6,250 0.00 82,624 D
2025-12-23 Christianson Jon Officer M-Exempt D Employee Stock Option (Right to Buy) 100 97.87 9.8K 1,678 D
2025-12-22 Armstrong Mac Director / Officer S-Sale D Common Stock 11 137.64 1.5K 353,388 I
2025-12-12 Fallon Catriona M Director M-Exempt D Stock Option (right to buy) 1,278 23.46 30.0K 2,984 D
2025-11-21 Armstrong Mac Director / Officer S-Sale D Common Stock 300 120.34 36.1K 363,088 I
2025-11-18 Uchida T Christopher Officer S-Sale D Common Stock 782 128.84 100.8K 7,916 D
2025-11-18 Knutzen Jonathan Officer S-Sale D Common Stock (RSUs) 281 128.84 36.2K 21,565 D
2025-11-18 Christianson Jon Officer M-Exempt D Restricted Stock Units (RSUs) 1,020 0.00 4,080 D
2025-11-14 Armstrong Mac Director / Officer G-Gift D Common Stock 4,000 0.00 363,388 I
2025-10-21 Armstrong Mac Director / Officer S-Sale D Common Stock 63 113.10 7.1K 372,325 I
2025-10-15 Armstrong Mac Director / Officer M-Exempt D Restricted Stock Units (RSUs) 6,250 0.00 18,750 D
2025-09-22 Armstrong Mac Director / Officer S-Sale D Common Stock 2,700 116.42 314.3K 372,388 I
2025-08-21 Armstrong Mac Director / Officer S-Sale D Common Stock 1,000 126.09 126.1K 380,788 I
2025-08-20 Uchida T Christopher Officer S-Sale D Common Stock 500 121.59 60.8K 7,168 D
2025-08-19 Taketa Richard H Director P-Purchase A Common Stock 500 120.76 60.4K 44,726 D
2025-08-18 Uchida T Christopher Officer S-Sale D Common Stock 782 120.13 93.9K 7,668 D
2025-08-18 Taketa Richard H Director P-Purchase A Common Stock 500 121.14 60.6K 44,226 D
2025-08-18 Knutzen Jonathan Officer S-Sale D Common Stock (RSUs) 281 120.13 33.8K 21,210 D
2025-08-18 Christianson Jon Officer M-Exempt A Common Stock (RSUs) 1,020 0.00 59,557 D
2025-08-07 Notaras Martha Director P-Purchase A Common Stock 100 119.92 12.0K 7,870 D
2025-07-31 Herve Rodolphe Officer S-Sale D Common Stock (RSUs) 397 130.10 51.6K 807 D
2025-07-21 Armstrong Mac Director / Officer S-Sale D Common Stock 498 138.85 69.1K 386,288 I
2025-07-16 Uchida T Christopher Officer S-Sale D Common Stock 500 143.10 71.6K 6,920 D
2025-07-15 Armstrong Mac Director / Officer M-Exempt D Restricted Stock Units (RSUs) 6,250 0.00 25,000 D
2025-06-28 Carter Timothy Officer M-Exempt A Common Stock 820 0.00 1,181 D
2025-06-23 Armstrong Mac Director / Officer S-Sale D Common Stock 5,000 158.14 790.7K 387,388 I
2025-06-18 Uchida T Christopher Officer S-Sale D Common Stock 500 158.69 79.3K 7,420 D
2025-05-22 Taketa Richard H Director A-Award A Common Stock 715 0.00 43,726 D
2025-05-22 Notaras Martha Director A-Award A Common Stock 715 0.00 7,770 D
2025-05-22 Middleton Daina Director A-Award A Common Stock 715 0.00 6,205 D
2025-05-22 Fallon Catriona M. Director A-Award A Common Stock 715 0.00 6,773 D
2025-05-22 Bradley Daryl Director A-Award A Common Stock 715 0.00 6,008 D
2025-05-22 BRADLEY THOMAS A Director A-Award A Common Stock 715 0.00 6,770 D
2025-05-21 Uchida T Christopher Officer S-Sale D Common Stock 500 159.77 79.9K 7,920 D
2025-05-21 Armstrong Mac Director / Officer S-Sale D Common Stock 5,000 161.96 809.8K 392,388 I
2025-05-18 Uchida T Christopher Officer M-Exempt A Common Stock 1,530 0.00 9,202 D
2025-05-18 Knutzen Jonathan Officer M-Exempt A Common Stock (RSUs) 612 0.00 21,160 D
2025-05-18 Christianson Jon Officer M-Exempt A Common Stock (RSUs) 1,020 0.00 59,058 D
2025-04-21 Armstrong Mac Director / Officer S-Sale D Common Stock 300 147.01 44.1K 398,388 I
2025-04-16 Uchida T Christopher Officer S-Sale D Common Stock 500 153.04 76.5K 7,672 D
2025-04-15 Armstrong Mac Director / Officer M-Exempt D Restricted Stock Units (RSUs) 6,250 0.00 31,250 D
2025-04-14 Uchida T Christopher Officer S-Sale D Common Stock 1,000 150.24 150.2K 8,172 D
2025-04-09 Uchida T Christopher Officer S-Sale D Common Stock 1,000 144.00 144.0K 9,172 D
2025-03-31 Uchida T Christopher Officer S-Sale D Common Stock 1,000 139.00 139.0K 10,172 D
2025-03-21 Armstrong Mac Director / Officer S-Sale D Common Stock 424 130.30 55.2K 402,388 I
2025-03-17 Uchida T Christopher Officer S-Sale D Common Stock 1,000 134.00 134.0K 11,172 D
2025-03-14 Uchida T Christopher Officer S-Sale D Common Stock 1,781 128.22 228.4K 15,396 D
2025-03-14 Christianson Jon Officer M-Exempt A Common Stock 18,000 15.00 270.0K 76,038 D
2025-03-11 Grant Angela L. Officer M-Exempt A Common Stock 51 49.53 2.5K 5,230 D
2025-02-28 BRADLEY THOMAS A Director M-Exempt D Restricted Stock Units (RSUs) 1,331 0.00 0 D
2025-02-19 Uchida T Christopher Officer S-Sale D Common Stock 1,030 123.26 127.0K 14,653 D
2025-02-18 Uchida T Christopher Officer M-Exempt A Common Stock 1,530 0.00 16,235 D
2025-02-18 Knutzen Jonathan Officer M-Exempt D Restricted Stock Units 612 0.00 4,284 D
2025-02-18 Christianson Jon Officer M-Exempt D Restricted Stock Units (RSUs) 1,020 0.00 7,140 D
2025-02-13 Uchida T Christopher Officer S-Sale D Common Stock 1,357 114.55 155.4K 17,152 D
2025-01-31 Uchida T Christopher Officer M-Exempt D Restricted Stock Units (RSUs) 1,054 0.00 1,054 D
2025-01-31 Knutzen Jonathan Officer M-Exempt A Common Stock (RSUs) 890 0.00 20,380 D
2025-01-31 Grant Angela L. Officer M-Exempt D Restricted Stock Units (RSUs) 712 0.00 713 D
2025-01-31 Christianson Jon Officer M-Exempt A Common Stock (RSUs) 996 0.00 57,615 D
2025-01-31 Armstrong Mac Director / Officer M-Exempt D Restricted Stock Units (RSUs) 4,266 0.00 4,266 D
2025-01-29 Uchida T Christopher Officer M-Exempt D Restricted Stock Units (RSUs) 1,409 0.00 2,817 D
2025-01-29 Knutzen Jonathan Officer A-Award A Restricted Stock Units (RSUs) 4,302 0.00 4,302 D
2025-01-29 Herve Rodolphe Officer A-Award A Restricted Stock Units (RSUs) 3,060 0.00 3,060 D
2025-01-29 Grant Angela L. Officer A-Award A Restricted Stock Units (RSUs) 3,019 0.00 3,019 D
2025-01-29 Christianson Jon Officer M-Exempt A Common Stock (RSUs) 1,326 0.00 57,097 D
2025-01-29 Carter Timothy Officer A-Award A Restricted Stock Units (RSUs) 1,829 0.00 1,829 D
2025-01-29 Armstrong Mac Director / Officer M-Exempt A Common Stock (RSUs) 4,787 0.00 67,426 D
2025-01-26 Uchida T Christopher Officer M-Exempt A Common Stock (RSUs) 1,079 0.00 17,337 D
2025-01-26 Knutzen Jonathan Officer M-Exempt D Restricted Stock Units (RSUs) 889 0.00 0 D
2025-01-26 Grant Angela L. Officer M-Exempt A Common Stock (RSUs) 656 0.00 3,190 D
2025-01-26 Christianson Jon Officer M-Exempt D Restricted Stock Units (RSUs) 1,016 0.00 0 D
2025-01-26 Armstrong Mac Director / Officer M-Exempt D Restricted Stock Units (RSUs) 5,398 0.00 0 D
2025-01-22 Uchida T Christopher Officer S-Sale D Common Stock 1,030 109.65 112.9K 16,258 D
2025-01-21 Armstrong Mac Director / Officer S-Sale D Common Stock 1,892 110.14 208.4K 412,633 I
2025-01-15 Armstrong Mac Director / Officer M-Exempt A Common Stock 6,250 0.00 63,186 D
2025-01-01 Uchida T Christopher Officer M-Exempt A Common Stock (PSUs) 2,158 0.00 18,152 D
2025-01-01 Knutzen Jonathan Officer M-Exempt A Common Stock (PSUs) 1,778 0.00 18,663 D
2025-01-01 Grant Angela L. Officer M-Exempt A Common Stock (PSUs) 3,936 0.00 4,039 D
2025-01-01 Christianson Jon Officer M-Exempt A Common Stock (PSUs) 2,032 0.00 55,945 D
2025-01-01 Armstrong Mac Director / Officer M-Exempt A Common Stock (PSUs) 10,794 0.00 61,106 D
2024-12-23 Armstrong Mac Director / Officer S-Sale D Common Stock 2,501 103.55 259.0K 419,388 I
2024-12-18 Uchida T Christopher Officer S-Sale D Common Stock 1,030 110.85 114.2K 15,994 D
2024-11-21 Armstrong Mac Director / Officer S-Sale D Common Stock 3,490 108.07 377.2K 429,898 I
2024-11-20 Uchida T Christopher Officer S-Sale D Common Stock 1,030 107.18 110.4K 17,024 D
2024-11-18 Uchida T Christopher Officer M-Exempt A Common Stock (RSUs) 6,118 0.00 22,550 D
2024-11-18 Knutzen Jonathan Officer M-Exempt A Common Stock (RSUs) 2,447 0.00 17,643 D
2024-11-18 Christianson Jon Officer M-Exempt D Restricted Stock Units 4,078 0.00 8,160 D
2024-11-11 Uchida T Christopher Officer S-Sale D Common Stock 1,111 104.00 115.5K 16,432 D
2024-11-11 Christianson Jon Officer S-Sale D Common Stock 1,423 104.32 148.4K 51,926 D
2024-11-08 Grant Angela L. Officer M-Exempt A Common Stock 2,966 49.53 146.9K 11,276 D
2024-10-21 Armstrong Mac Director / Officer S-Sale D Common Stock 5,985 96.21 575.8K 434,403 I
2024-10-15 Uchida T Christopher Officer S-Sale D Common Stock 1,030 97.65 100.6K 17,543 D
2024-10-15 Christianson Jon Officer M-Exempt A Common Stock 2,000 15.00 30.0K 53,926 D
2024-10-15 Armstrong Mac Director / Officer M-Exempt D Restricted Stock Units 6,250 0.00 43,750 D
2024-10-04 Christianson Jon Officer M-Exempt A Common Stock 3,805 15.00 57.1K 55,731 D
2024-09-23 Armstrong Mac Director / Officer S-Sale D Common Stock 6,686 95.47 638.3K 440,702 I
2024-09-17 Uchida T Christopher Officer S-Sale D Common Stock 1,017 99.00 100.7K 18,573
2024-09-09 Uchida T Christopher Officer M-Exempt A Common Stock 1,156 15.00 17.3K 21,750
2024-09-06 Christianson Jon Officer S-Sale D Common Stock 1,125 95.45 107.4K 51,926
2024-08-23 Uchida T Christopher Officer S-Sale D Common Stock 1,750 99.00 173.3K 20,594
2024-08-21 Uchida T Christopher Officer M-Exempt A Common Stock 1,000 15.00 15.0K 23,344
2024-08-21 Armstrong Mac Director / Officer S-Sale D Common Stock 3,890 93.90 365.3K 450,498
2024-08-09 BRADLEY THOMAS A Director P-Purchase A Common Stock 1,000 89.42 89.4K 4,724
2024-08-06 Uchida T Christopher Officer S-Sale D Common Stock 1,750 94.00 164.5K 22,344
2024-07-31 Herve Rodolphe Officer A-Award A Restricted Stock Units (RSUs) 5,975 0.00 5,975
2024-07-18 Armstrong Mac Director / Officer S-Sale D Common Stock 760 92.83 70.6K 47,082
2024-07-17 Uchida T Christopher Officer M-Exempt A Common Stock 1,000 15.00 15.0K 25,094
2024-07-17 Christianson Jon Officer S-Sale D Common Stock 1,900 91.31 173.5K 51,861
2024-07-15 Armstrong Mac Director / Officer M-Exempt A Common Stock 25,000 0.00 72,082
2024-07-01 Herve Rodolphe 0 0.00 0
2024-06-28 Carter Timothy Officer A-Award A Restricted Stock Units (RSUs) 2,460 0.00 3,936
2024-06-21 Armstrong Mac Director / Officer S-Sale D Common Stock 5,129 78.19 401.0K 456,259
2024-06-20 Uchida T Christopher Officer M-Exempt A Common Stock 1,000 15.00 15.0K 25,094
2024-06-20 Christianson Jon Officer S-Sale D Common Stock 2,000 81.21 162.4K 53,761
2024-05-23 Taketa Richard H Director A-Award A Common Stock 1,224 0.00 43,011
2024-05-23 Notaras Martha Director A-Award A Common Stock 1,224 0.00 7,055
2024-05-23 Middleton Daina Director A-Award A Common Stock 1,224 0.00 5,490
2024-05-23 Fallon Catriona M. Director A-Award A Common Stock 1,224 0.00 6,058
2024-05-23 Bradley Daryl Director A-Award A Common Stock 1,224 0.00 5,293
2024-05-23 BRADLEY THOMAS A Director A-Award A Common Stock 1,224 0.00 3,724
2024-05-21 Armstrong Mac Director / Officer S-Sale D Common Stock 4,793 82.68 396.3K 463,595
2024-05-20 Uchida T Christopher Officer S-Sale D Common Stock 1,250 89.00 111.3K 24,094
2024-05-15 Uchida T Christopher Officer M-Exempt A Common Stock 1,000 15.00 15.0K 26,344
2024-05-15 Christianson Jon Officer S-Sale D Common Stock 485 83.79 40.6K 55,761
2024-05-07 BRADLEY THOMAS A Director P-Purchase A Common Stock 1,000 84.32 84.3K 2,500
2024-04-22 Armstrong Mac Director / Officer S-Sale D Common Stock 400 78.89 31.6K 474,988
2024-04-17 Uchida T Christopher Officer M-Exempt D Employee Stock Option (Right to Buy) 1,000 15.00 15.0K 5,156
2024-04-17 Christianson Jon Officer S-Sale D Common Stock 190 76.91 14.6K 57,761
2024-03-21 Armstrong Mac Director / Officer S-Sale D Common Stock 5,800 82.48 478.4K 476,588
2024-03-14 Uchida T Christopher Officer S-Sale D Common Stock 550 80.49 44.3K 26,594
2024-03-14 Christianson Jon Officer S-Sale D Common Stock 1,113 79.66 88.7K 68,548
2024-03-12 Uchida T Christopher Officer S-Sale D Common Stock 1,000 74.00 74.0K 27,844
2024-03-11 Uchida T Christopher Officer M-Exempt A Common Stock 1,000 15.00 15.0K 30,844
2024-03-05 BRADLEY THOMAS A Director P-Purchase A Common Stock 1,500 74.30 111.4K 1,500
2024-03-04 Grant Angela L. Officer S-Sale D Common Stock 2,000 75.29 150.6K 103
2024-02-29 Armstrong Mac Director / Officer S-Sale D Common Stock 1,817 76.24 138.5K 482,388
2024-02-28 BRADLEY THOMAS A Director A-Award A Restricted Stock Units (RSUs) 1,331 0.00 1,331
2024-02-16 Uchida T Christopher Officer S-Sale D Common Stock 750 74.36 55.8K 29,844
2024-02-15 Uchida T Christopher Officer S-Sale D Common Stock 750 67.00 50.3K 30,594
2024-02-14 Uchida T Christopher Officer M-Exempt A Common Stock 1,000 15.00 15.0K 32,344
2024-02-14 Christianson Jon Officer S-Sale D Common Stock 2,000 60.00 120.0K 69,521
2024-01-31 Uchida T Christopher Officer S-Sale D Common Stock (RSUs) 381 59.19 22.6K 31,344
2024-01-31 Knutzen Jonathan Officer M-Exempt D Restricted Stock Units (RSUs) 890 0.00 1,780
2024-01-31 Johnson Michelle Antoinette Officer S-Sale D Common Stock (RSUs) 250 59.19 14.8K 3,771
2024-01-31 Grant Angela L. Officer M-Exempt D Restricted Stock Units (RSUs) 713 0.00 1,425
2024-01-31 Christianson Jon Officer M-Exempt D Restricted Stock Units (RSUs) 995 0.00 1,991
2024-01-31 Armstrong Mac Director / Officer S-Sale D Common Stock (RSUs) 1,541 59.19 91.2K 46,842
2024-01-29 Uchida T Christopher Officer A-Award D Restricted Stock Units (RSUs) 4,226 0.00 4,226
2024-01-29 Knutzen Jonathan Officer A-Award D Restricted Stock Units (RSUs) 3,692 0.00 3,692
2024-01-29 Grant Angela L. Officer A-Award D Restricted Stock Units (RSUs) 3,282 0.00 3,282
2024-01-29 Christianson Jon Officer A-Award D Restricted Stock Units (RSUs) 3,979 0.00 3,979
2024-01-29 Armstrong Mac Director / Officer A-Award A Restricted Stock Units (RSUs) 14,360 0.00 14,360
2024-01-27 Uchida T Christopher Officer M-Exempt D Restricted Stock Units (RSUs) 513 0.00 0
2024-01-27 Knutzen Jonathan Officer M-Exempt D Restricted Stock Units (RSUs) 371 0.00 0
2024-01-27 Johnson Michelle Antoinette Officer M-Exempt D Restricted Stock Units (RSUs) 231 0.00 0
2024-01-27 Grant Angela L. Officer S-Sale D Common Stock (RSUs) 103 60.13 6.2K 1,563
2024-01-27 Christianson Jon Officer M-Exempt A Common Stock (RSUs) 464 0.00 71,076
2024-01-27 Armstrong Mac Director / Officer S-Sale D Common Stock (RSUs) 952 60.13 57.2K 44,117
2024-01-26 Uchida T Christopher Officer M-Exempt D Restricted Stock Units (RSUs) 1,080 0.00 1,079
2024-01-26 Knutzen Jonathan Officer M-Exempt A Common Stock (RSUs) 889 0.00 14,611
2024-01-26 Johnson Michelle Antoinette Officer S-Sale D Common Stock (RSUs) 273 60.13 16.4K 2,413
2024-01-26 Grant Angela L. Officer S-Sale D Common Stock (RSUs) 273 60.13 16.4K 634
2024-01-26 Christianson Jon Officer S-Sale D Common Stock (RSUs) 423 60.13 25.4K 70,612
2024-01-26 Armstrong Mac Director / Officer M-Exempt D Restricted Stock Units (RSUs) 5,397 0.00 5,398
2024-01-17 Uchida T Christopher Officer M-Exempt D Employee Stock Option (Right to Buy) 1,000 15.00 15.0K 8,156
2024-01-12 Christianson Jon Officer S-Sale D Common Stock 2,000 60.00 120.0K 70,019
2024-01-01 Uchida T Christopher Officer S-Sale D Common Stock (PSUs) 121 54.51 6.6K 29,686
2024-01-01 Knutzen Jonathan Officer S-Sale D Common Stock (PSUs) 77 54.51 4.2K 13,722
2024-01-01 Johnson Michelle Antoinette Officer S-Sale D Common Stock (PSUs) 54 54.50 2.9K 2,030
2024-01-01 Grant Angela L. Officer S-Sale D Common Stock (PSUs) 59 54.52 3.2K 251
2024-01-01 Christianson Jon Officer S-Sale D Common Stock (PSUs) 110 54.52 6.0K 72,019

Executive team

Top executives
EBIT / Employee
1.00M
Shares Outstanding
26.51M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Mac Armstrong Chief Executive Officer and Chairman of the Board 1.24M 3.86M 3.84M 12.3K 8.96M 43.10%
2 2025 Chris Uchida Chief Financial Officer 589.9K 1.31M 1.04M 12.3K 2.95M 44.39%
3 2025 Jon Christianson President 556.0K 1.21M 980.4K 15.0K 2.76M 43.75%
4 2025 Jon Knutzen Chief Risk Officer 493.8K 968.5K 782.7K 12.3K 2.26M 42.91%
5 2025 Rodolphe Hervé Chief Operating Officer 445.4K 688.9K 548.5K 14.2K 1.70M 40.59%
6 2024 Mac Armstrong Chief Executive Officer and Chairman of the Board 997.1K 1.77M 2.69M 10.4K 5.47M 32.36%
7 2024 Chris Uchida Chief Financial Officer 513.8K 520.8K 739.8K 10.4K 1.78M 29.18%
8 2024 Jon Christianson President 483.8K 490.4K 696.7K 13.3K 1.68M 29.12%
9 2024 Rodolphe Hervé Chief Operating Officer 204.3K 847.0K 535.5K 10.2K 1.60M 53.04%
10 2024 Jon Knutzen Chief Risk Officer 448.7K 455.0K 646.1K 10.4K 1.56M 29.17%
11 2023 Mac Armstrong Chief Executive Officer and Chairman of the Board 850.0K 1.31M 1.37M 9.9K 3.54M 36.94%
12 2023 Chris Uchida Chief Financial Officer 447.1K 323.2K 404.5K 9.9K 1.18M 27.28%
13 2023 Jon Christianson President 422.1K 305.2K 381.9K 13.9K 1.12M 27.18%
14 2023 Jon Knutzen Chief Risk Officer 376.5K 272.9K 340.7K 9.9K 1.00M 27.29%
15 2020 Mac Armstrong Chief Executive Officer and Chairman of the Board 598.4K 360.0K 90.7K 14.5K 1.06M 42.37%
16 2020 Jon Christianson Chief Operating Officer and Chief Underwriting Officer 355.0K 127.7K 313.7K 85.2K 8.6K 890.2K 49.59%
17 2020 Bill Bold Chief Strategy Officer 199.2K 108.0K 310.8K 60.0K 6.0K 683.9K 61.23%
18 2020 Heath Fisher President 415.0K 149.3K 37.6K 14.3K 616.2K 30.34%
19 2020 Chris Uchida Chief Financial Officer 325.0K 117.0K 29.5K 75.0K 8.6K 555.0K 26.38%
20 2019 Mac Armstrong Chief Executive Officer 500.0K 1.00M 854.6K 744.9K 14.4K 3.11M 27.44%
21 2019 Heath Fisher President 415.0K 500.0K 430.5K 372.5K 14.1K 1.73M 24.85%
22 2019 Jon Christianson Chief Operating Officer 355.0K 143.5K 160.0K 8.4K 666.9K 21.52%
23 2018 Mac Armstrong Chief Executive Officer 500.0K 337.9K 14.1K 852.1K 0.00%
24 2018 Heath Fisher President 410.0K 183.0K 14.0K 607.0K 0.00%
25 2018 Jon Christianson Chief Operating Officer 348.3K 142.0K 8.3K 498.5K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-10 DEFA14A
2026-04-10 DEF 14A
2025-04-11 DEFA14A
2025-04-11 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-04-30 SC 13G
2026-04-22 4
2026-04-17 4
2026-04-16 4/A
2026-04-16 4
2026-04-10 DEFA14A
2026-04-10 DEF 14A
2026-04-10 ARS
2026-04-08 4

Executive team

NameTitleCompensationGender
D. McDonald Armstrong Founder, Chief Executive Officer & Chairman of the Board 5M male
Toshio Christopher Uchida Chief Financial Officer 2M male
Jon Marcus Christianson President 2M male
Jonathan Blake Knutzen Chief Risk Officer 1M male
Rodolphe Herve Chief Operating Officer 1M male
Angela Leann Grant Chief Legal Officer & Corporate Secretary 639.5K female
Kyle Morgan Chief Strategy Officer male
Robert Beyerle Chief Underwriting Officer male
Timothy T. Carter Chief People Officer male
George Dobrev Senior Vice President of Analytics male
Elizabeth Whitaker Seitz EVice President of Treasury & Financial Operations and Chief Accounting Officer female
Jake Armstrong Executive VP and Head of Marine & Property male
ESG Rating
B-
INSURANCE - PROPERTY & CASUALTY
2026
E (Environmental)
36.9 / 49.4
Company / Sector avg.
S (Social)
47.2 / 57.3
Company / Sector avg.
G (Governance)
44.4 / 59.8
Company / Sector avg.
ESG Total
42.8 / 55.5
Company / Sector avg.
ESG Score History INSURANCE - PROPERTY & CASUALTY
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

Stock splits