RenaissanceRe Holdings Ltd. (RNR)
Pembroke, HM, BM
RenaissanceRe Holdings Ltd., together with its subsidiaries, provides reinsurance and insurance products in the United States and internationally. The company operates through Property, and Casualty and Specialty segments. The Property segment writes property catastrophe excess of loss reinsurance contracts to insure insurance and reinsurance companies against natural and man-made catastrophes, including hurricanes, earthquakes, typhoons, and tsunamis, as well as winter storms, freezes, floods, fires, windstorms, tornadoes, explosions, and acts of terrorism; and other property class of products, such as proportional reinsurance, property per risk, property reinsurance, binding facilities, and regional U.S. multi-line reinsurance. The Casualty and Specialty segment writes various classes of products, such as directors and officers, medical malpractice, transactional liability, and professional indemnity; automobile and employer’s liability, casualty clash, umbrella or excess casualty, workers’ compensation, and general liability; financial and mortgage guaranty, political risk, surety, and trade credit; and accident and health, agriculture, aviation, construction, cyber, energy, marine, satellite, and terrorism. The company distributes products and services primarily through intermediaries. It invests in and manages funds. RenaissanceRe Holdings Ltd. was incorporated in 1993 and is headquartered in Pembroke, Bermuda.
| Target company | Date | Filing |
|---|---|---|
| ACQUISITION | 2014-12-19 | View |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.85% | -4.90% | -8.67% | -7.31% | +7.34% | -0.29% | +10.40% | +48.83% | +83.82% | +142.71% | +3,810.04% |
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 | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 3 | 0 |
| Hold | 13 | -1 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 2 |
325.50
+1.5%
|
| Last Quarter | 7 |
323.57
+0.9%
|
| Last Year | 26 |
295.08
-8.0%
|
| All Time | 38 |
283.39
-11.6%
|
-
Revenue growth Insurance - Reinsurance: +19.7%+9.5% Q1'26: -37.0% (vs Q1'25)
-
EPS growth Insurance - Reinsurance: +47.7%+60.8% ★ Q1'26: +100.9% (vs Q1'25)
-
FCF margin FCF growth · Insurance - Reinsurance: +7.0%+38.5% ★ Q1'26: +31.6% (vs Q1'25)
-
EBIT margin Insurance - Reinsurance: +13.4%+32.4% ★ Q1'26: +26.7% (vs Q1'25)
-
ROIC Insurance - Reinsurance: +4.0%— Q1'26: -20.2% (vs Q1'25)
-
Share dilution Insurance - Reinsurance: +0.2%-12.6% ★ Q1'26: -16.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Insurance - Reinsurance: 0.00×0.56× ★ Q1'26: 1.05× (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 1999 actual |
Dec 2000 actual |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 9 EPS Ana. |
Dec 2027 3 Rev. Ana. 4 EPS Ana. |
Dec 2028 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
270.24M
est: 248.73M (+8.6%)
|
349.74M
est: 280.57M (+24.7%)
|
409.67M
est: 368.27M (+11.2%)
|
913.52M
est: 868.30M (+5.2%)
|
1.37B
est: 1.11B (+23.1%)
|
1.57B
est: 1.12B (+39.5%)
|
1.66B
est: 1.61B (+3.1%)
|
1.84B
est: 1.21B (+52.7%)
|
1.67B
est: 1.14B (+45.5%)
|
1.23B
est: 1.62B (-24.0%)
|
1.27B
est: 1.01B (+25.3%)
|
1.24B
est: 585.19M (+111.3%)
|
1.18B
est: 2.28B (-48.3%)
|
1.40B
est: 1.15B (+22.2%)
|
1.36B
est: 1.07B (+27.4%)
|
1.23B
est: 976.39M (+26.4%)
|
1.49B
est: 1.36B (+9.5%)
|
1.73B
est: 1.58B (+9.3%)
|
2.10B
est: 1.82B (+15.1%)
|
2.06B
est: 2.06B (-0.2%)
|
4.18B
est: 3.19B (+30.9%)
|
5.16B
est: 4.27B (+20.7%)
|
5.27B
est: 5.66B (-6.9%)
|
5.05B
est: 7.01B (-27.9%)
|
9.09B
est: 10.56B (-13.9%)
|
11.65B
est: 11.18B (+4.2%)
|
12.75B
est: 10.47B (+21.8%)
|
9.18B
9.10B – 9.35B
-12.2% YoY
|
9.21B
9.09B – 9.39B
+0.3% YoY
|
9.44B
9.23B – 9.64B
+2.4% YoY
|
| EBITDA |
122.46M
est: 113.19M (+8.2%)
|
149.36M
est: 138.80M (+7.6%)
|
190.49M
est: 175.83M (+8.3%)
|
458.90M
est: 333.24M (+37.7%)
|
735.60M
est: 527.75M (+39.4%)
|
169.65M
est: 214.46M (-20.9%)
|
-365.36M
est: -155.25M (-135.3%)
|
823.37M
est: 565.95M (+45.5%)
|
607.86M
est: 483.22M (+25.8%)
|
100.48M
est: 58.15M (+72.8%)
|
1.08B
est: 794.03M (+36.1%)
|
873.91M
est: 67.29M (+1,198.7%)
|
37.22M
est: 43.96M (-15.3%)
|
849.63M
est: 692.83M (+22.6%)
|
910.56M
est: 568.32M (+60.2%)
|
752.04M
est: 488.03M (+54.1%)
|
550.83M
est: 358.86M (+53.5%)
|
701.84M
est: 608.17M (+15.4%)
|
-252.75M
est: -67.87M (-272.4%)
|
309.81M
est: 80.59M (+284.4%)
|
966.88M
est: 649.29M (+48.9%)
|
1.06B
est: 433.09M (+145.4%)
|
-87.56M
est: -308.58M (+71.6%)
|
-1.20B
est: -883.46M (-35.5%)
|
3.05B
est: 1.46B (+108.2%)
|
3.35B
est: 1.55B (+115.8%)
|
4.14B
est: 1.45B (+185.1%)
|
1.27B
1.26B – 1.30B
-12.2% YoY
|
1.28B
1.26B – 1.30B
+0.3% YoY
|
1.31B
1.28B – 1.34B
+2.4% YoY
|
| EBIT |
112.65M
est: 28.54M (+294.7%)
|
149.04M
est: 32.19M (+363.0%)
|
187.30M
est: 42.25M (+343.3%)
|
439.86M
est: 99.62M (+341.5%)
|
722.51M
est: 127.61M (+466.2%)
|
152.79M
est: 128.96M (+18.5%)
|
-374.99M
est: 184.33M (-303.4%)
|
835.65M
est: 138.29M (+504.3%)
|
627.63M
est: 131.36M (+377.8%)
|
109.35M
est: 185.88M (-41.2%)
|
1.07B
est: 116.36M (+820.5%)
|
814.19M
est: 67.14M (+1,112.6%)
|
-5.08M
est: 261.55M (-101.9%)
|
789.94M
est: 131.55M (+500.5%)
|
858.97M
est: 122.24M (+602.7%)
|
704.27M
est: 112.03M (+528.7%)
|
532.65M
est: 156.58M (+240.2%)
|
672.53M
est: 181.28M (+271.0%)
|
-283.99M
est: 208.95M (-235.9%)
|
309.68M
est: 236.37M (+31.0%)
|
1.03B
est: 366.21M (+180.1%)
|
1.05B
est: -53.7K (+1,948,979.7%)
|
-66.57M
est: 648.91M (-110.3%)
|
-1.17B
est: 804.05M (-245.6%)
|
3.18B
est: 1.47B (+116.8%)
|
3.09B
est: 1.55B (+98.7%)
|
4.13B
est: 1.45B (+184.2%)
|
1.28B
1.27B – 1.30B
-12.2% YoY
|
1.28B
1.26B – 1.31B
+0.3% YoY
|
1.31B
1.28B – 1.34B
+2.4% YoY
|
| Net Income |
104.24M
est: 96.29M (+8.3%)
|
127.23M
est: 118.32M (+7.5%)
|
184.96M
est: 152.84M (+21.0%)
|
355.06M
est: 308.01M (+15.3%)
|
624.79M
est: 503.71M (+24.0%)
|
164.24M
est: 186.25M (-11.8%)
|
-246.76M
est: -191.68M (-28.7%)
|
797.11M
est: 546.93M (+45.7%)
|
612.44M
est: 483.71M (+26.6%)
|
29.02M
est: 44.09M (-34.2%)
|
881.16M
est: 766.47M (+15.0%)
|
744.73M
est: 661.79M (+12.5%)
|
-57.24M
est: -34.21M (-67.3%)
|
600.91M
est: 607.29M (-1.1%)
|
690.62M
est: 510.92M (+35.2%)
|
532.72M
est: 435.96M (+22.2%)
|
431.19M
est: 343.35M (+25.6%)
|
502.96M
est: 533.33M (-5.7%)
|
-222.39M
est: -147.76M (-50.5%)
|
227.36M
est: 84.38M (+169.4%)
|
748.80M
est: 639.71M (+17.1%)
|
762.41M
est: 387.55M (+96.7%)
|
-40.16M
est: -316.90M (+87.3%)
|
-1.06B
est: -989.52M (-7.2%)
|
2.56B
est: 2.28B (+12.2%)
|
1.87B
est: 1.89B (-0.8%)
|
2.68B
est: 1.63B (+64.5%)
|
1.81B
1.69B – 1.94B
+11.3% YoY
|
1.83B
1.70B – 1.96B
+0.8% YoY
|
2.04B
1.97B – 2.10B
+11.3% YoY
|
| SGA |
9.90M
est: 8.51M (+16.3%)
|
8.02M
est: 9.60M (-16.4%)
|
11.49M
est: 12.60M (-8.9%)
|
14.33M
est: 11.33M (+26.4%)
|
16.04M
est: 13.13M (+22.2%)
|
17.61M
est: 13.08M (+34.6%)
|
71.81M
est: 61.71M (+16.4%)
|
24.42M
est: 17.62M (+38.6%)
|
139.32M
est: 21.76M (+540.3%)
|
147.80M
est: 122.95M (+20.2%)
|
166.21M
est: 192.50M (-13.7%)
|
186.18M
est: 161.99M (+14.9%)
|
187.93M
est: 242.01M (-22.3%)
|
195.61M
est: 196.09M (-0.2%)
|
224.73M
est: 184.19M (+22.0%)
|
213.39M
est: 176.61M (+20.8%)
|
295.63M
est: 240.79M (+22.8%)
|
235.15M
est: 232.04M (+1.3%)
|
179.35M
est: 171.23M (+4.7%)
|
212.25M
est: 221.67M (-4.2%)
|
316.86M
est: 343.01M (-7.6%)
|
303.66M
est: 279.57M (+8.6%)
|
253.34M
est: 285.88M (-11.4%)
|
323.47M
est: 121.73M (+165.7%)
|
426.42M
est: 636.26M (-33.0%)
|
631.37M
est: 673.40M (-6.2%)
|
1.12B
est: 630.42M (+77.8%)
|
553.20M
548.47M – 563.17M
-12.2% YoY
|
555.02M
547.86M – 565.76M
+0.3% YoY
|
568.57M
556.13M – 581.00M
+2.4% YoY
|
| EPS |
1.70
est: 1.67 (+1.8%)
|
2.23
est: 2.01 (+10.9%)
|
2.72
est: 2.03 (+34.0%)
|
5.08
est: 3.60 (+41.1%)
|
8.78
est: 5.01 (+75.2%)
|
1.90
est: 1.94 (-1.8%)
|
-3.50
est: -2.75 (-27.5%)
|
10.72
est: 6.06 (+76.9%)
|
8.08
est: 6.66 (+21.4%)
|
-0.21
est: 3.94 (-105.3%)
|
13.50
est: 8.24 (+63.8%)
|
12.42
est: 6.81 (+82.5%)
|
-1.13
est: -0.55 (-105.5%)
|
11.40
est: 7.99 (+42.8%)
|
15.14
est: 8.49 (+78.4%)
|
12.77
est: 9.00 (+41.9%)
|
9.36
est: 10.56 (-11.4%)
|
11.50
est: 6.69 (+71.8%)
|
-5.58
est: -9.04 (+38.3%)
|
5.72
est: 6.51 (-12.1%)
|
16.32
est: 9.22 (+77.0%)
|
15.34
est: -0.34 (+4,577.8%)
|
-1.57
est: 1.41 (-211.3%)
|
-25.50
est: 6.28 (-505.8%)
|
52.40
est: 50.69 (+3.4%)
|
35.31
est: 41.98 (-15.9%)
|
56.76
est: 36.41 (+55.9%)
|
40.71
37.71 – 43.16
+11.8% YoY
|
41.14
37.83 – 43.67
+1.1% YoY
|
45.18
44.00 – 46.72
+9.8% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-04 | UBS | Neutral | Neutral | Maintain |
| 2026-05-01 | Citigroup | Neutral | Neutral | Maintain |
| 2026-04-30 | Wells Fargo | Equal Weight | Equal Weight | Maintain |
| 2026-04-29 | Barclays | Equal Weight | Equal Weight | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-27 | A | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-26 | A | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-22 | A | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-21 | A | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-20 | A | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-19 | A | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-18 | A | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-15 | A | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-14 | A | 4/5 | 3/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-13 | A | 4/5 | 2/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-12 | A | 4/5 | 2/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-11 | A | 4/5 | 2/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-08 | A | 4/5 | 2/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-07 | A | 4/5 | 2/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-06 | A | 4/5 | 2/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-05 | A | 4/5 | 2/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-04 | A | 4/5 | 2/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-01 | A | 4/5 | 2/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 2/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 2/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-24 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-23 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-22 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-21 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-20 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-17 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-16 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-15 | A | 4/5 | 3/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
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 | 2. | 5.03M | 5.82% | — | 5.03M | — | 5.03M | CO | Bermuda | 2014-02-11 | ↗ |
| 2 | BlackRock for purposes of Schedule 13G filings. | 4.68M | 7.51% | 4.68M | — | 4.68M | — | HC | Delaware | 2010-01-29 | ↗ |
| 3 | The Vanguard Group - 23-1945930 | 4.61M | 10.02% | — | 33.9K | 4.51M | 99.5K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 4 | 20-1665304 | 4.15M | 7.60% | 2.83M | — | 4.15M | — | IA | Delaware | 2011-02-09 | ↗ |
| 5 | 52-0556948 | 3.70M | 8.00% | 1.72M | — | 3.70M | — | IA | Maryland | 2022-02-14 | ↗ |
| 6 | Edward C. Johnson 3d | 3.39M | 8.80% | — | — | 3.39M | — | IN | United States of America | 2015-02-13 | ↗ |
| 7 | Fidelity Low-Priced Stock Fund | 2.98M | 7.74% | 2.98M | — | — | — | IV | Massachusetts | 2015-02-13 | ↗ |
| 8 | Orbis Investment Management Limited ("OIML") | 2.84M | 5.40% | 2.84M | — | 2.84M | — | FI | OIML is a company organized under the laws of Bermuda. | 2024-11-14 | ↗ |
| 9 | Rupert H. Johnson, Jr. | 2.79M | 5.10% | — | — | — | — | HC, IN | Delaware | 2011-02-04 | ↗ |
| 10 | (1) BlackRock, Inc. | 2.56M | 5.80% | 2.23M | — | 2.56M | — | HC | Delaware | 2014-02-03 | ↗ |
| 11 | STATE STREET CORPORATION | 2.42M | 5.26% | — | 1.82M | — | 2.42M | HC | BOSTON, MASSACHUSETTS | 2022-02-14 | ↗ |
| 12 | Abigail P. Johnson | 2.06M | 5.10% | — | — | 2.06M | — | IN | Delaware | 2019-02-13 | ↗ |
| 13 | FMR LLC | 2.06M | 5.10% | 282.0K | — | 2.06M | — | HC | Delaware | 2019-02-13 | ↗ |
| 14 | Orbis Investment Management (U.S.), LLC ("OIMUS"), Orbis Investment Management Limited ("OIML") and | 30.5K | 6.50% | 3.34M | — | 3.34M | — | FI, OO | OIMUS organised under laws Delaware USA OAML and OIML are companies organised under laws Bermuda | 2012-04-04 | ↗ |
| 15 | S.A.C. Capital Advisors, Inc. | 9.6K | 4.00% | — | 9.6K | — | — | CO | Delaware | 2014-02-14 | ↗ |
| 16 | Steven A. Cohen | 9.6K | 4.00% | — | 9.6K | — | — | IN | Delaware | 2014-02-14 | ↗ |
| 17 | Orbis Investment Management Limited ("OIML") and Orbis Asset Management Limited ("OAML") | 2.6K | 2.50% | 1.18M | — | 1.18M | — | FI, OO | OAML and OIML are companies organised under the laws of Bermuda. | 2013-02-14 | ↗ |
| 18 | 95-1411037 | 13.00 | 5.10% | 2.65M | — | 2.65M | — | IA | Delaware | 2024-11-13 | ↗ |
| 19 | CR Intrinsic Investors, LLC | — | 0.00% | — | — | — | — | OO | Delaware | 2014-02-14 | ↗ |
| 20 | Parameter Capital Management, LLC | — | 0.00% | — | — | — | — | OO | Delaware | 2014-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 88.3K +88.3K (+100.0%) | 24.83B +24.8B (+100.0%) | 0.20% +0.197 pp | 0.63% +0.632 pp | USD281.16 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 4.74M -55.8K (-1.2%) | 1.33B +114.8M (+9.4%) | 10.56% +0.516 pp | 0.02% +0.001 pp | USD134.90 +108.4% | 84 qtrs — |
| 3 | BLACKROCK, INC. | 4.15M -82.8K (-2.0%) | 1.17B +91.9M (+8.6%) | 9.24% +0.381 pp | 0.02% +0.001 pp | USD271.79 +3.4% | 6 qtrs — |
| 4 | CAPITAL WORLD INVESTORS | 2.55M -102.4K (-3.9%) | 716.16M +43.4M (+6.4%) | 5.68% +0.126 pp | 0.10% +0.006 pp | USD176.80 +59.0% | 37 qtrs — |
| 5 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 2.40M +— (+0.0%) | 674.59M +65.3M (+10.7%) | 5.35% +0.321 pp | 0.53% +0.022 pp | USD140.73 +99.8% | 29 qtrs — |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | 1.89M -980.9K (-34.2%) | 531.68M -197.6M (-27.1%) | 4.21% -1.802 pp | 0.06% -0.021 pp | USD191.84 +46.6% | 75 qtrs — |
| 7 | STATE STREET CORP | 1.74M -38.6K (-2.2%) | 488.38M +37.5M (+8.3%) | 3.87% +0.151 pp | 0.02% +0.001 pp | USD134.31 +109.3% | 51 qtrs — |
| 8 | BOSTON PARTNERS | 1.42M +128.2K (+9.9%) | 400.15M +71.1M (+21.6%) | 3.17% +0.459 pp | 0.41% +0.077 pp | USD213.03 +32.0% | 30 qtrs — |
| 9 | POLAR CAPITAL HOLDINGS PLC | 1.28M -87.8K (-6.4%) | 359.86M +12.5M (+3.6%) | 2.85% -0.013 pp | 1.39% -0.281 pp | USD179.67 +56.5% | 21 qtrs — |
| 10 | COOKE & BIELER LP | 1.10M -11.3K (-1.0%) | 308.11M +27.0M (+9.6%) | 2.44% +0.123 pp | 3.21% +0.310 pp | USD204.90 +37.2% | 21 qtrs — |
| 11 | DIMENSIONAL FUND ADVISORS LP | 1.03M +31.6K (+3.2%) | 290.45M +36.2M (+14.2%) | 2.30% +0.204 pp | 0.06% +0.006 pp | USD181.87 +54.6% | 51 qtrs — |
| 12 | FIL LTD | 1.03M -30.5K (-2.9%) | 288.94M +20.2M (+7.5%) | 2.29% +0.074 pp | 0.22% +0.005 pp | USD171.80 +63.7% | 30 qtrs — |
| 13 | IMPAX ASSET MANAGEMENT GROUP PLC | 969.9K -250.6K (-20.5%) | 272.69M -37.2M (-12.0%) | 2.16% -0.395 pp | 1.71% -0.103 pp | USD243.81 +15.3% | 8 qtrs — |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 874.1K -6.8K (-0.8%) | 245.81M +22.1M (+9.9%) | 1.95% +0.103 pp | 0.02% +0.001 pp | USD174.46 +61.2% | 78 qtrs — |
| 15 | ORBIS ALLAN GRAY LTD | 634.9K +634.9K (+100.0%) | 178.52M +178.5M (+100.0%) | 1.41% +1.415 pp | 0.75% +0.748 pp | USD281.16 +0.0% | 13 qtrs — |
| 16 | NORGES BANK | 599.6K +599.6K (+100.0%) | 168.58M +168.6M (+100.0%) | 1.34% +1.336 pp | 0.02% +0.018 pp | USD281.16 +0.0% | 1 qtrs NEW |
| 17 | BANK OF AMERICA CORP /DE/ | 581.0K -96.5K (-14.2%) | 163.35M -8.7M (-5.1%) | 1.29% -0.125 pp | 0.01% +0.000 pp | USD199.52 +40.9% | 52 qtrs — |
| 18 | EARNEST PARTNERS LLC | 554.0K -13.4K (-2.4%) | 155.78M +11.7M (+8.1%) | 1.23% +0.046 pp | 0.67% +0.043 pp | USD150.89 +86.3% | 49 qtrs — |
| 19 | AQR CAPITAL MANAGEMENT LLC | 541.9K +144.9K (+36.5%) | 152.37M +52.6M (+52.7%) | 1.21% +0.376 pp | 0.08% +0.016 pp | USD244.68 +14.9% | 45 qtrs — |
| 20 | INVESCO LTD. | 520.7K -98.3K (-15.9%) | 146.40M -10.8M (-6.9%) | 1.16% -0.136 pp | 0.02% -0.002 pp | USD195.77 +43.6% | 57 qtrs — |
| 21 | EGERTON CAPITAL (UK) LLP | 490.6K +490.6K (+100.0%) | 137.94M +137.9M (+100.0%) | 1.09% +1.093 pp | 1.50% +1.499 pp | USD281.16 +0.0% | 1 qtrs NEW |
| 22 | GREAT LAKES ADVISORS, LLC | 482.7K -7.6K (-1.5%) | 135.72M +11.2M (+9.0%) | 1.08% +0.049 pp | 1.11% +0.068 pp | USD208.05 +35.1% | 23 qtrs — |
| 23 | NORTHERN TRUST CORP | 452.4K -23.3K (-4.9%) | 127.21M +6.4M (+5.3%) | 1.01% +0.012 pp | 0.02% +0.001 pp | USD148.10 +89.8% | 51 qtrs — |
| 24 | MORGAN STANLEY | 451.0K -9.3K (-2.0%) | 126.81M +9.9M (+8.5%) | 1.01% +0.041 pp | 0.01% +0.001 pp | USD192.47 +46.1% | 51 qtrs — |
| 25 | BANK OF NEW YORK MELLON CORP | 448.9K -353.7K (-44.1%) | 126.22M -77.6M (-38.1%) | 1.00% -0.681 pp | 0.02% -0.017 pp | USD178.89 +57.2% | 66 qtrs — |
| 26 | SRB CORP | 420.1K +— (+0.0%) | 118.11M +11.4M (+10.7%) | 0.94% +0.056 pp | 6.48% +0.369 pp | USD159.55 +76.2% | 18 qtrs — |
| 27 | GQG PARTNERS LLC | 386.9K +386.9K (+100.0%) | 108.78M +108.8M (+100.0%) | 0.86% +0.862 pp | 0.18% +0.179 pp | USD281.16 +0.0% | 1 qtrs NEW |
| 28 | LORD, ABBETT & CO. LLC | 340.5K -70.7K (-17.2%) | 95.74M -8.7M (-8.3%) | 0.76% -0.103 pp | 0.29% -0.017 pp | USD194.08 +44.9% | 13 qtrs — |
| 29 | GOLDMAN SACHS GROUP INC | 324.7K +144.7K (+80.5%) | 91.28M +45.6M (+99.8%) | 0.72% +0.347 pp | 0.01% +0.006 pp | USD255.98 +9.8% | 73 qtrs — |
| 30 | AMERIPRISE FINANCIAL INC | 297.3K +112.9K (+61.2%) | 83.60M +36.8M (+78.5%) | 0.66% +0.276 pp | 0.02% +0.008 pp | USD240.91 +16.7% | 56 qtrs — |
| 31 | CITADEL ADVISORS LLC | 276.1K -147.4K (-34.8%) | 77.64M -29.9M (-27.8%) | 0.62% -0.272 pp | 0.01% -0.005 pp | USD251.01 +12.0% | 51 qtrs — |
| 32 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 274.6K -3.1K (-1.1%) | 77.20M +6.7M (+9.5%) | 0.61% +0.030 pp | 0.01% +0.001 pp | USD163.01 +72.5% | 80 qtrs — |
| 33 | VERITION FUND MANAGEMENT LLC | 267.0K -33.1K (-11.0%) | 75.08M -1.1M (-1.5%) | 0.60% -0.034 pp | 0.29% -0.020 pp | USD218.90 +28.4% | 12 qtrs — |
| 34 | JENNISON ASSOCIATES LLC | 242.2K +1.5K (+0.6%) | 68.09M +7.0M (+11.4%) | 0.54% +0.036 pp | 0.04% +0.005 pp | USD175.93 +59.8% | 32 qtrs — |
| 35 | DAVIS SELECTED ADVISERS | 229.7K +86.6K (+60.5%) | 64.59M +28.2M (+77.7%) | 0.51% +0.212 pp | 0.29% +0.101 pp | USD275.37 +2.1% | 6 qtrs — |
| 36 | SEI INVESTMENTS CO | 227.0K +1.2K (+0.5%) | 63.82M +6.5M (+11.3%) | 0.51% +0.033 pp | 0.06% +0.001 pp | USD220.92 +27.3% | 45 qtrs — |
| 37 | MACKENZIE FINANCIAL CORP | 221.1K -3.7K (-1.7%) | 62.59M +5.5M (+9.6%) | 0.49% +0.022 pp | 0.07% +0.005 pp | USD243.40 +15.5% | 12 qtrs — |
| 38 | NUVEEN, LLC | 217.2K +17.8K (+8.9%) | 61.05M +10.4M (+20.6%) | 0.48% +0.066 pp | 0.02% +0.003 pp | USD243.37 +15.5% | 4 qtrs — |
| 39 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 196.0K +112.9K (+135.9%) | 55.10M +34.0M (+161.2%) | 0.44% +0.263 pp | 0.08% +0.048 pp | USD268.76 +4.6% | 11 qtrs — |
| 40 | AMERICAN CENTURY COMPANIES INC | 177.7K +13.3K (+8.1%) | 49.97M +8.2M (+19.7%) | 0.40% +0.052 pp | 0.03% +0.004 pp | USD237.87 +18.2% | 32 qtrs — |
| 41 | D. E. SHAW & CO., INC. | 170.7K +18.7K (+12.3%) | 47.98M +9.4M (+24.4%) | 0.38% +0.062 pp | 0.03% +0.005 pp | USD247.26 +13.7% | 4 qtrs — |
| 42 | FIRST TRUST ADVISORS LP | 170.3K -81.3K (-32.3%) | 47.88M -16.0M (-25.0%) | 0.38% -0.147 pp | 0.03% -0.013 pp | USD244.88 +14.8% | 51 qtrs — |
| 43 | POINT72 ASSET MANAGEMENT, L.P. | 162.6K +37.9K (+30.4%) | 45.71M +14.0M (+44.4%) | 0.36% +0.101 pp | 0.05% -0.002 pp | USD257.20 +9.3% | 4 qtrs — |
| 44 | UBS ASSET MANAGEMENT AMERICAS INC | 161.2K -13.8K (-7.9%) | 45.33M +884.1K (+2.0%) | 0.36% -0.007 pp | 0.01% 0.000 pp | USD188.53 +49.1% | 83 qtrs — |
| 45 | RAYMOND JAMES FINANCIAL INC | 153.4K +124.1K (+422.7%) | 43.14M +35.7M (+478.7%) | 0.34% +0.280 pp | 0.01% +0.011 pp | USD274.83 +2.3% | 5 qtrs — |
| 46 | TCTC HOLDINGS, LLC | 150.0K +— (+0.0%) | 42.17M +4.1M (+10.7%) | 0.33% +0.020 pp | 1.26% +0.130 pp | USD171.04 +64.4% | 23 qtrs — |
| 47 | UBS GROUP AG | 136.7K +40.3K (+41.8%) | 38.43M +13.9M (+57.0%) | 0.30% +0.103 pp | 0.01% +0.002 pp | USD259.73 +8.3% | 45 qtrs — |
| 48 | PROSHARE ADVISORS LLC | 136.6K -10.3K (-7.0%) | 38.42M +1.1M (+3.0%) | 0.30% -0.003 pp | 0.07% -0.010 pp | USD177.29 +58.6% | 73 qtrs — |
| 49 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 131.0K -3.9K (-2.9%) | 36.82M +2.6M (+7.5%) | 0.29% +0.009 pp | 0.02% +0.002 pp | USD220.14 +27.7% | 11 qtrs — |
| 50 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 129.6K -22.1K (-14.6%) | 36.45M -2.1M (-5.4%) | 0.29% -0.029 pp | 0.02% -0.002 pp | USD177.40 +58.5% | 58 qtrs — |
| 51 | JANE STREET GROUP, LLC | 122.1K -36.4K (-23.0%) | 34.33M -5.9M (-14.7%) | 0.27% -0.060 pp | 0.01% -0.001 pp | USD244.42 +15.0% | 29 qtrs — |
| 52 | NORTHWEST & ETHICAL INVESTMENTS L.P. | 119.8K -10.1K (-7.8%) | 33.68M +688.1K (+2.1%) | 0.27% -0.005 pp | 0.76% -0.021 pp | USD257.94 +9.0% | 6 qtrs — |
| 53 | BRIDGEWATER ASSOCIATES, LP | 116.8K +4.8K (+4.3%) | 32.83M +4.4M (+15.5%) | 0.26% +0.026 pp | 0.12% +0.008 pp | USD255.05 +10.2% | 7 qtrs — |
| 54 | RHUMBLINE ADVISERS | 116.5K -4.0K (-3.3%) | 32.77M +2.2M (+7.0%) | 0.26% +0.007 pp | 0.03% +0.002 pp | USD142.78 +96.9% | 51 qtrs — |
| 55 | ENVESTNET ASSET MANAGEMENT INC | 110.9K +5.6K (+5.3%) | 31.17M +4.4M (+16.6%) | 0.25% +0.027 pp | 0.01% +0.002 pp | USD186.69 +50.6% | 49 qtrs — |
| 56 | PHILOSMITH CAPITAL CORP | 108.8K +— (+0.0%) | 30.58M +3.0M (+10.7%) | 0.24% +0.015 pp | 8.41% +0.735 pp | USD140.90 +99.5% | 18 qtrs — |
| 57 | NEW YORK STATE COMMON RETIREMENT FUND | 104.3K +387.0 (+0.4%) | 29.31M +2.9M (+11.1%) | 0.23% +0.015 pp | 0.04% +0.005 pp | USD160.61 +75.1% | 82 qtrs — |
| 58 | PRINCIPAL FINANCIAL GROUP INC | 99.1K -5.4K (-5.1%) | 27.87M +1.3M (+5.0%) | 0.22% +0.002 pp | 0.01% +0.001 pp | USD141.09 +99.3% | 65 qtrs — |
| 59 | JPMORGAN CHASE & CO | 95.9K -61.3K (-39.0%) | 26.98M -12.9M (-32.4%) | 0.21% -0.116 pp | 0.00% -0.001 pp | USD220.69 +27.4% | 51 qtrs — |
| 60 | LAZARD ASSET MANAGEMENT LLC | 94.2K +18.7K (+24.8%) | 26.49M +7.3M (+38.2%) | 0.21% +0.052 pp | 0.04% +0.019 pp | USD251.80 +11.7% | 20 qtrs — |
| 61 | SWISS NATIONAL BANK | 92.8K -1.5K (-1.6%) | 26.09M +2.1M (+9.0%) | 0.21% +0.009 pp | 0.02% +0.002 pp | USD145.48 +93.3% | 51 qtrs — |
| 62 | PANAGORA ASSET MANAGEMENT INC | 89.8K +89.8K (+100.0%) | 25.26M +25.3M (+100.0%) | 0.20% +0.200 pp | 0.09% +0.090 pp | USD281.16 +0.0% | 1 qtrs NEW |
| 63 | DIAMOND HILL CAPITAL MANAGEMENT INC | 89.2K -30.1K (-25.2%) | 25.07M -5.2M (-17.2%) | 0.20% -0.051 pp | 0.13% -0.015 pp | USD169.23 +66.1% | 30 qtrs — |
| 64 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 88.8K +88.8K (+100.0%) | 24.96M +25.0M (+100.0%) | 0.20% +0.198 pp | 0.01% +0.015 pp | USD281.16 +0.0% | 1 qtrs NEW |
| 65 | LOS ANGELES CAPITAL MANAGEMENT LLC | 93.8K +19.0K (+25.4%) | 23.87M +4.9M (+25.6%) | 0.21% +0.052 pp | 0.08% +0.017 pp | USD259.44 +8.4% | 2 qtrs — |
| 66 | ROYCE & ASSOCIATES LP | 84.5K -24.0K (-22.1%) | 23.75M -3.8M (-13.7%) | 0.19% -0.039 pp | 0.24% -0.034 pp | USD171.80 +63.7% | 23 qtrs — |
| 67 | ALLIANCEBERNSTEIN L.P. | 78.5K -5.2K (-6.2%) | 22.06M +826.8K (+3.9%) | 0.17% 0.000 pp | 0.01% +0.000 pp | USD200.69 +40.1% | 61 qtrs — |
| 68 | WESTWOOD HOLDINGS GROUP INC | 77.4K -11.2K (-12.6%) | 21.76M -723.8K (-3.2%) | 0.17% -0.013 pp | 0.18% +0.016 pp | USD218.07 +28.9% | 13 qtrs — |
| 69 | WELLS FARGO & COMPANY/MN | 74.5K +1.6K (+2.2%) | 20.96M +2.4M (+13.2%) | 0.17% +0.013 pp | 0.00% +0.000 pp | USD179.95 +56.2% | 57 qtrs — |
| 70 | ASSETMARK, INC | 73.0K -5.7K (-7.3%) | 20.53M +538.9K (+2.7%) | 0.16% -0.002 pp | 0.04% -0.001 pp | USD248.31 +13.2% | 26 qtrs — |
| 71 | FISHER ASSET MANAGEMENT, LLC | 73.0K -4.3K (-5.6%) | 20.52M +890.2K (+4.5%) | 0.16% +0.001 pp | 0.01% 0.000 pp | USD227.49 +23.6% | 7 qtrs — |
| 72 | ENGINEERS GATE MANAGER LP | 70.9K +66.9K (+1,681.2%) | 19.93M +18.9M (+1,872.2%) | 0.16% +0.150 pp | 0.24% +0.225 pp | USD278.94 +0.8% | 5 qtrs — |
| 73 | LEGAL & GENERAL GROUP PLC | 70.8K -9.0K (-11.3%) | 19.90M -361.4K (-1.8%) | 0.16% -0.009 pp | 0.00% 0.000 pp | USD140.47 +100.2% | 75 qtrs — |
| 74 | MARKEL GROUP INC. | 70.0K +— (+0.0%) | 19.68M +1.9M (+10.7%) | 0.16% +0.009 pp | 0.16% +0.013 pp | USD197.03 +42.7% | 14 qtrs — |
| 75 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 69.2K -6.7K (-8.9%) | 19.44M +172.6K (+0.9%) | 0.15% -0.005 pp | 0.07% +0.004 pp | USD242.90 +15.8% | 3 qtrs — |
| 76 | FRANKLIN RESOURCES INC | 69.1K +11.2K (+19.3%) | 19.42M +4.7M (+32.1%) | 0.15% +0.033 pp | 0.00% +0.001 pp | USD257.32 +9.3% | 5 qtrs — |
| 77 | MILLENNIUM MANAGEMENT LLC | 66.9K -170.0K (-71.7%) | 18.82M -41.3M (-68.7%) | 0.15% -0.347 pp | 0.01% -0.018 pp | USD250.82 +12.1% | 6 qtrs — |
| 78 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 60.6K +11.2K (+22.6%) | 17.05M +4.5M (+35.7%) | 0.14% +0.032 pp | 0.11% +0.028 pp | USD252.28 +11.4% | 4 qtrs — |
| 79 | NEPSIS INC. | 58.7K +159.0 (+0.3%) | 16.50M +1.6M (+11.0%) | 0.13% +0.008 pp | 5.10% +0.386 pp | USD178.13 +57.8% | 49 qtrs — |
| 80 | RETIREMENT SYSTEMS OF ALABAMA | 55.3K -1.6K (-2.8%) | 15.56M +1.1M (+7.7%) | 0.12% +0.004 pp | 0.05% +0.003 pp | USD159.30 +76.5% | 48 qtrs — |
| 81 | TWO SIGMA INVESTMENTS, LP | 55.2K -119.1K (-68.3%) | 15.53M -28.7M (-64.9%) | 0.12% -0.242 pp | 0.02% -0.044 pp | USD251.84 +11.6% | 12 qtrs — |
| 82 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 52.4K -1.3K (-2.4%) | 14.73M +1.1M (+8.1%) | 0.12% +0.004 pp | 0.03% +0.002 pp | USD163.14 +72.3% | 48 qtrs — |
| 83 | LIGHTROCK NETHERLANDS B.V. | 1.02M +996.3K (+4,690.1%) | 14.51M +9.9M (+216.1%) | 2.27% +2.223 pp | 3.01% +1.808 pp | USD280.41 +0.3% | 5 qtrs — |
| 84 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 51.5K +14.5K (+39.2%) | 14.47M +5.1M (+54.2%) | 0.11% +0.037 pp | 0.02% -0.008 pp | USD254.23 +10.6% | 7 qtrs — |
| 85 | TREASURER OF THE STATE OF NORTH CAROLINA | 50.9K -1.9K (-3.5%) | 14.30M +910.0K (+6.8%) | 0.11% +0.003 pp | 0.05% +0.005 pp | USD214.77 +30.9% | 32 qtrs — |
| 86 | SOUTH DAKOTA INVESTMENT COUNCIL | 50.4K -25.2K (-33.3%) | 14.18M -5.0M (-26.2%) | 0.11% -0.046 pp | 0.27% -0.104 pp | USD177.01 +58.8% | 35 qtrs — |
| 87 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 49.2K +16.7K (+51.4%) | 13.84M +5.6M (+67.7%) | 0.11% +0.042 pp | 0.47% +0.149 pp | USD258.13 +8.9% | 5 qtrs — |
| 88 | BANK OF MONTREAL /CAN/ | 48.4K +266.0 (+0.6%) | 13.62M +1.4M (+11.3%) | 0.11% +0.007 pp | 0.00% +0.000 pp | USD204.85 +37.3% | 51 qtrs — |
| 89 | FREESTONE GROVE PARTNERS LP | 47.2K +47.2K (+100.0%) | 13.28M +13.3M (+100.0%) | 0.11% +0.105 pp | 0.10% +0.096 pp | USD281.16 +0.0% | 1 qtrs NEW |
| 90 | SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 47.1K +9.5K (+25.4%) | 13.23M +3.7M (+38.8%) | 0.10% +0.026 pp | 0.05% +0.015 pp | USD259.10 +8.5% | 3 qtrs — |
| 91 | MARTINGALE ASSET MANAGEMENT L P | 46.7K +10.3K (+28.4%) | 13.14M +3.9M (+42.2%) | 0.10% +0.028 pp | 0.33% +0.102 pp | USD196.62 +43.0% | 58 qtrs — |
| 92 | STATE OF WISCONSIN INVESTMENT BOARD | 46.4K -704.0 (-1.5%) | 13.05M +1.1M (+9.1%) | 0.10% +0.005 pp | 0.03% +0.002 pp | USD165.81 +69.6% | 43 qtrs — |
| 93 | QUBE RESEARCH & TECHNOLOGIES LTD | 46.1K +38.1K (+476.6%) | 12.96M +10.9M (+538.4%) | 0.10% +0.086 pp | 0.01% +0.011 pp | USD275.09 +2.2% | 4 qtrs — |
| 94 | EMPOWERED FUNDS, LLC | 46.0K +1.5K (+3.5%) | 12.94M +1.6M (+14.5%) | 0.10% +0.009 pp | 0.10% -0.012 pp | USD254.84 +10.3% | 2 qtrs — |
| 95 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 45.7K -37.0 (-0.1%) | 12.84M +1.2M (+10.6%) | 0.10% +0.006 pp | 0.01% +0.001 pp | USD127.09 +121.2% | 52 qtrs — |
| 96 | ACADIAN ASSET MANAGEMENT LLC | 44.1K +26.8K (+154.8%) | 12.39M +8.0M (+182.1%) | 0.10% +0.062 pp | 0.02% +0.013 pp | USD270.31 +4.0% | 3 qtrs — |
| 97 | EDGESTREAM PARTNERS, L.P. | 41.2K -4.4K (-9.6%) | 11.60M +9.5K (+0.1%) | 0.09% -0.004 pp | 0.33% -0.012 pp | USD247.89 +13.4% | 5 qtrs — |
| 98 | NORDEA INVESTMENT MANAGEMENT AB | 39.6K -2.2K (-5.3%) | 11.20M +657.8K (+6.2%) | 0.09% +0.001 pp | 0.01% +0.000 pp | USD233.75 +20.3% | 11 qtrs — |
| 99 | TUDOR INVESTMENT CORP ET AL | 38.3K +23.1K (+153.0%) | 10.75M +6.9M (+180.1%) | 0.09% +0.054 pp | 0.02% +0.013 pp | USD265.04 +6.1% | 5 qtrs — |
| 100 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 37.9K +14.4K (+61.5%) | 10.64M +4.7M (+78.8%) | 0.08% +0.035 pp | 0.00% +0.002 pp | USD258.09 +8.9% | 3 qtrs — |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-18 | Sanders Carol P | Director | S-Sale | D | Common Stock | 1,479 | 297.36 | 439.8K | 5,762 | D | ↗ |
| 2026-05-11 | Klehm Henry III | Director | A-Award | A | Common Stock | 506 | 0.00 | — | 20,811 | D | ↗ |
| 2026-05-11 | Hooley Stephen C | Director | A-Award | A | Common Stock | 591 | 0.00 | — | 591 | D | ↗ |
| 2026-05-05 | Hooley Stephen C | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-05-05 | BUSHNELL DAVID C | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-03-10 | Qutub Robert | Officer | F-InKind | D | Common Stock | 3,087 | 297.22 | 917.5K | 77,907 | D | ↗ |
| 2026-03-10 | ODonnell Kevin | Director / Officer | D-Return | D | Common Stock | 2,424 | 0.00 | — | 444,470 | D | ↗ |
| 2026-03-10 | Marra David E | Officer | F-InKind | D | Common Stock | 2,630 | 297.22 | 781.7K | 95,465 | D | ↗ |
| 2026-03-10 | Curtis Ross | Officer | D-Return | D | Common Stock | 1,070 | 0.00 | — | 175,991 | D | ↗ |
| 2026-03-10 | Bender Shannon Lowry | Officer | F-InKind | D | Common Stock | 1,525 | 297.22 | 453.3K | 36,122 | D | ↗ |
| 2026-03-01 | TRUDELL CYNTHIA | Director | A-Award | A | Common Stock | 578 | 0.00 | — | 6,534 | D | ↗ |
| 2026-03-01 | Sanders Carol P | Director | A-Award | A | Common Stock | 578 | 0.00 | — | 7,241 | D | ↗ |
| 2026-03-01 | Qutub Robert | Officer | A-Award | A | Common Stock | 7,934 | 0.00 | — | 83,601 | D | ↗ |
| 2026-03-01 | ODonnell Kevin | Director / Officer | F-InKind | D | Common Stock | 1,039 | 302.46 | 314.3K | 447,871 | D | ↗ |
| 2026-03-01 | Marra David E | Officer | F-InKind | D | Common Stock | 254 | 302.46 | 76.8K | 99,446 | D | ↗ |
| 2026-03-01 | Klehm Henry III | Director | A-Award | A | Common Stock | 578 | 0.00 | — | 20,305 | D | ↗ |
| 2026-03-01 | HENNES DUNCAN P | Director | A-Award | A | Common Stock | 578 | 0.00 | — | 8,696 | D | ↗ |
| 2026-03-01 | GIDUMAL SHYAM H | Director | A-Award | A | Common Stock | 578 | 0.00 | — | 3,809 | D | ↗ |
| 2026-03-01 | GIBBONS JAMES L | Director | A-Award | A | Common Stock | 1,074 | 0.00 | — | 32,462 | D | ↗ |
| 2026-03-01 | Fraser James Christopher | Officer | A-Award | A | Common Stock | 1,611 | 0.00 | — | 15,097 | D | ↗ |
| 2026-03-01 | Curtis Ross | Officer | A-Award | A | Common Stock | 7,686 | 0.00 | — | 177,061 | D | ↗ |
| 2026-03-01 | Brosnan Sean G | Officer | A-Award | A | Common Stock | 6,343 | 0.00 | — | 23,103 | D | ↗ |
| 2026-03-01 | Bender Shannon Lowry | Officer | A-Award | A | Common Stock | 1,785 | 0.00 | — | 33,672 | D | ↗ |
| 2026-03-01 | BUSHNELL DAVID C | Director | A-Award | A | Common Stock | 578 | 0.00 | — | 13,439 | D | ↗ |
| 2026-02-15 | Marra David E | Officer | F-InKind | D | Common Stock | 1,271 | 301.37 | 383.0K | 87,799 | D | ↗ |
| 2026-02-06 | Qutub Robert | Officer | S-Sale | D | Common Stock | 2,284 | 305.42 | 697.6K | 75,739 | D | ↗ |
| 2026-02-05 | Curtis Ross | Officer | S-Sale | D | Common Stock | 5,000 | 305.00 | 1.53M | 166,813 | D | ↗ |
| 2026-02-04 | Curtis Ross | Officer | S-Sale | D | Common Stock | 5,000 | 290.00 | 1.45M | 181,813 | D | ↗ |
| 2025-11-01 | Marra David E | Officer | F-InKind | D | Common Stock | 653 | 254.09 | 165.9K | 89,070 | D | ↗ |
| 2025-08-12 | BUSHNELL DAVID C | Director | S-Sale | D | Common Stock | 1,300 | 240.36 | 312.5K | 14,861 | D | ↗ |
| 2025-07-16 | Marra David E | Officer | S-Sale | D | Common Stock | 1,000 | 237.38 | 237.4K | 89,723 | D | ↗ |
| 2025-05-08 | Fraser James Christopher | Officer | S-Sale | D | Common Stock | 11,821 | 250.45 | 2.96M | 15,333 | D | ↗ |
| 2025-05-07 | Fraser James Christopher | Officer | S-Sale | D | Common Stock | 332 | 249.54 | 82.8K | 27,154 | D | ↗ |
| 2025-03-11 | Qutub Robert | Officer | F-InKind | D | Common Stock | 3,719 | 239.41 | 890.4K | 78,023 | D | ↗ |
| 2025-03-11 | ODonnell Kevin | Director / Officer | F-InKind | D | Common Stock | 11,478 | 239.41 | 2.75M | 417,189 | D | ↗ |
| 2025-03-11 | Curtis Ross | Officer | D-Return | D | Common Stock | 1,246 | 0.00 | — | 186,813 | D | ↗ |
| 2025-03-01 | TRUDELL CYNTHIA | Director | A-Award | A | Common Stock | 694 | 0.00 | — | 5,956 | D | ↗ |
| 2025-03-01 | Sanders Carol P | Director | A-Award | A | Common Stock | 694 | 0.00 | — | 6,663 | D | ↗ |
| 2025-03-01 | Rahmani Valerie | Director | A-Award | A | Common Stock | 694 | 0.00 | — | 8,118 | D | ↗ |
| 2025-03-01 | Qutub Robert | Officer | A-Award | A | Common Stock | 7,100 | 0.00 | — | 84,565 | D | ↗ |
| 2025-03-01 | ODonnell Kevin | Director / Officer | F-InKind | D | Common Stock | 1,594 | 237.62 | 378.8K | 434,221 | D | ↗ |
| 2025-03-01 | Mester Loretta J. | Director | A-Award | A | Common Stock | 694 | 0.00 | — | 1,287 | D | ↗ |
| 2025-03-01 | Marra David E | Officer | F-InKind | D | Common Stock | 463 | 237.62 | 110.0K | 90,723 | D | ↗ |
| 2025-03-01 | Klehm Henry III | Director | A-Award | A | Common Stock | 694 | 0.00 | — | 19,727 | D | ↗ |
| 2025-03-01 | Jeworrek Torsten | Director | A-Award | A | Common Stock | 694 | 0.00 | — | 2,215 | D | ↗ |
| 2025-03-01 | HENNES DUNCAN P | Director | A-Award | A | Common Stock | 694 | 0.00 | — | 8,118 | D | ↗ |
| 2025-03-01 | GIDUMAL SHYAM H | Director | A-Award | A | Common Stock | 694 | 0.00 | — | 3,231 | D | ↗ |
| 2025-03-01 | GIBBONS JAMES L | Director | A-Award | A | Common Stock | 1,325 | 0.00 | — | 31,388 | D | ↗ |
| 2025-03-01 | Fraser James Christopher | Officer | A-Award | A | Common Stock | 2,472 | 0.00 | — | 27,486 | D | ↗ |
| 2025-03-01 | Curtis Ross | Officer | A-Award | A | Common Stock | 7,626 | 0.00 | — | 188,059 | D | ↗ |
| 2025-03-01 | Brosnan Sean G | Officer | A-Award | A | Common Stock | 3,866 | 0.00 | — | 16,760 | D | ↗ |
| 2025-03-01 | Bender Shannon Lowry | Officer | A-Award | A | Common Stock | 2,840 | 0.00 | — | 27,026 | D | ↗ |
| 2025-03-01 | BUSHNELL DAVID C | Director | A-Award | A | Common Stock | 694 | 0.00 | — | 18,705 | D | ↗ |
| 2025-02-15 | Marra David E | Officer | F-InKind | D | Common Stock | 781 | 230.93 | 180.4K | 78,611 | D | ↗ |
| 2025-01-15 | Marra David E | Officer | S-Sale | D | Common Stock | 1,000 | 254.16 | 254.2K | 79,392 | D | ↗ |
| 2024-11-18 | Klehm Henry III | Director | S-Sale | D | Common Stock | 1,731 | 257.58 | 445.9K | 19,180 | D | ↗ |
| 2024-11-14 | Marra David E | Officer | S-Sale | D | Common Stock | 1,000 | 260.00 | 260.0K | 80,392 | D | ↗ |
| 2024-11-06 | Mester Loretta J. | Director | A-Award | A | Common Stock | 593 | 0.00 | — | 593 | D | ↗ |
| 2024-11-06 | Gray Brian Gerald John | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-11-01 | Marra David E | Officer | F-InKind | D | Common Stock | 652 | 264.07 | 172.2K | 81,392 | D | ↗ |
| 2024-10-04 | Marra David E | Officer | S-Sale | D | Common Stock | 1,000 | 279.00 | 279.0K | 82,044 | D | ↗ |
| 2024-09-26 | Marra David E | Officer | S-Sale | D | Common Stock | 1,000 | 269.00 | 269.0K | 83,044 | D | ↗ |
| 2024-08-29 | Marra David E | Officer | S-Sale | D | Common Stock | 750 | 259.00 | 194.3K | 84,044 | — | ↗ |
| 2024-08-23 | Marra David E | Officer | S-Sale | D | Common Stock | 750 | 249.00 | 186.8K | 84,794 | — | ↗ |
| 2024-07-26 | Qutub Robert | Officer | S-Sale | D | Common Stock | 2,500 | 224.56 | 561.4K | 73,915 | — | ↗ |
| 2024-07-17 | Marra David E | Officer | S-Sale | D | Common Stock | 1,000 | 230.00 | 230.0K | 85,544 | — | ↗ |
| 2024-05-15 | BUSHNELL DAVID C | Director | S-Sale | D | Common Stock | 2,000 | 222.69 | 445.4K | 18,011 | — | ↗ |
| 2024-03-18 | Qutub Robert | Officer | F-InKind | D | Common Stock | 3,089 | 235.40 | 727.2K | 76,415 | — | ↗ |
| 2024-03-18 | ODonnell Kevin | Director / Officer | D-Return | D | Common Stock | 1,437 | 0.00 | — | 415,595 | — | ↗ |
| 2024-03-18 | Curtis Ross | Officer | D-Return | D | Common Stock | 467 | 0.00 | — | 176,620 | — | ↗ |
| 2024-03-15 | Marra David E | Officer | S-Sale | D | Common Stock | 750 | 239.00 | 179.3K | 86,544 | — | ↗ |
| 2024-03-01 | TRUDELL CYNTHIA | Director | A-Award | A | Common Stock | 738 | 0.00 | — | 5,262 | — | ↗ |
| 2024-03-01 | Sanders Carol P | Director | A-Award | A | Common Stock | 738 | 0.00 | — | 5,969 | — | ↗ |
| 2024-03-01 | Rahmani Valerie | Director | A-Award | A | Common Stock | 738 | 0.00 | — | 7,424 | — | ↗ |
| 2024-03-01 | Qutub Robert | Officer | F-InKind | D | Common Stock | 456 | 223.35 | 101.8K | 81,299 | — | ↗ |
| 2024-03-01 | ODonnell Kevin | Director / Officer | F-InKind | D | Common Stock | 1,595 | 223.35 | 356.2K | 418,100 | — | ↗ |
| 2024-03-01 | Marra David E | Officer | A-Award | A | Common Stock | 3,917 | 0.00 | — | 79,827 | — | ↗ |
| 2024-03-01 | Klehm Henry III | Director | A-Award | A | Common Stock | 738 | 0.00 | — | 20,911 | — | ↗ |
| 2024-03-01 | Jeworrek Torsten | Director | A-Award | A | Common Stock | 738 | 0.00 | — | 1,521 | — | ↗ |
| 2024-03-01 | HENNES DUNCAN P | Director | A-Award | A | Common Stock | 738 | 0.00 | — | 7,424 | — | ↗ |
| 2024-03-01 | Gray Brian Gerald John | Director | A-Award | A | Common Stock | 738 | 0.00 | — | 25,118 | — | ↗ |
| 2024-03-01 | GIDUMAL SHYAM H | Director | A-Award | A | Common Stock | 738 | 0.00 | — | 2,537 | — | ↗ |
| 2024-03-01 | GIBBONS JAMES L | Director | A-Award | A | Common Stock | 1,410 | 0.00 | — | 30,063 | — | ↗ |
| 2024-03-01 | Fraser James Christopher | Officer | A-Award | A | Common Stock | 1,511 | 0.00 | — | 25,014 | — | ↗ |
| 2024-03-01 | Curtis Ross | Officer | A-Award | A | Common Stock | 4,057 | 0.00 | — | 168,973 | — | ↗ |
| 2024-03-01 | Brosnan Sean G | Officer | A-Award | A | Common Stock | 4,175 | 0.00 | — | 30,356 | — | ↗ |
| 2024-03-01 | Bender Shannon Lowry | Officer | A-Award | A | Common Stock | 4,700 | 0.00 | — | 24,786 | — | ↗ |
| 2024-03-01 | BUSHNELL DAVID C | Director | A-Award | A | Common Stock | 738 | 0.00 | — | 20,011 | — | ↗ |
| 2024-02-15 | Marra David E | Officer | F-InKind | D | Common Stock | 362 | 228.61 | 82.8K | 77,937 | — | ↗ |
| 2024-02-12 | Sanders Carol P | Director | S-Sale | D | Common Stock | 825 | 227.61 | 187.8K | 5,418 | — | ↗ |
| 2024-02-07 | Qutub Robert | Officer | S-Sale | D | Common Stock | 1,329 | 234.48 | 311.6K | 71,595 | — | ↗ |
| 2024-01-31 | Marra David E | Officer | S-Sale | D | Common Stock | 750 | 229.00 | 171.8K | 79,699 | — | ↗ |
| 2024-01-17 | Marra David E | Officer | S-Sale | D | Common Stock | 1,000 | 209.05 | 209.1K | 80,449 | — | ↗ |
| 2023-12-01 | Fraser James Christopher | Officer | A-Award | A | Common Stock | 1,641 | 0.00 | — | 23,503 | — | ↗ |
| 2023-12-01 | Brosnan Sean G | Officer | A-Award | A | Common Stock | 1,641 | 0.00 | — | 26,181 | — | ↗ |
| 2023-11-21 | Qutub Robert | Officer | S-Sale | D | Common Stock | 3,110 | 213.85 | 665.1K | 76,314 | — | ↗ |
| 2023-11-20 | Marra David E | Officer | S-Sale | D | Common Stock | 1,000 | 207.73 | 207.7K | 81,449 | — | ↗ |
| 2023-11-07 | Qutub Robert | Officer | A-Award | A | Common Stock | 7,233 | 0.00 | — | 80,424 | — | ↗ |
| 2023-11-07 | ODonnell Kevin | Director / Officer | A-Award | A | Common Stock | 23,148 | 0.00 | — | 388,617 | — | ↗ |
| 2023-11-07 | Marra David E | Officer | A-Award | A | Common Stock | 7,233 | 0.00 | — | 82,449 | — | ↗ |
| 2023-11-07 | Curtis Ross | Officer | A-Award | A | Common Stock | 7,233 | 0.00 | — | 164,916 | — | ↗ |
| 2023-11-07 | Bender Shannon Lowry | Officer | A-Award | A | Common Stock | 7,233 | 0.00 | — | 17,736 | — | ↗ |
| 2023-11-01 | Marra David E | Officer | F-InKind | D | Common Stock | 653 | 226.97 | 148.2K | 75,216 | — | ↗ |
| 2023-10-25 | Klehm Henry III | Director | P-Purchase | A | Common Stock | 13 | 221.08 | 2.9K | 13 | — | ↗ |
| 2023-09-01 | BRANAGAN IAN D | Officer | F-InKind | D | Common Stock | 2,020 | 189.64 | 383.1K | 71,318 | — | ↗ |
| 2023-05-26 | ODonnell Kevin | Director / Officer | P-Purchase | A | Common Stock | 13,020 | 192.00 | 2.50M | 296,025 | — | ↗ |
| 2023-05-25 | Klehm Henry III | Director | G-Gift | D | Common Stock | 263 | 0.00 | — | 20,173 | — | ↗ |
| 2023-05-09 | SANTOMERO ANTHONY M | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-05-09 | Jeworrek Torsten | Director | A-Award | A | Common Stock | 783 | 0.00 | — | 783 | — | ↗ |
| 2023-05-09 | Fraser James Christopher | Officer | A-Award | A | Common Stock | 475 | 0.00 | — | 21,862 | — | ↗ |
| 2023-05-09 | Brosnan Sean G | Officer | A-Award | A | Common Stock | 1,900 | 0.00 | — | 24,540 | — | ↗ |
| 2023-03-10 | Qutub Robert | Officer | F-InKind | D | Common Stock | 2,151 | 194.30 | 417.9K | 73,191 | — | ↗ |
| 2023-03-10 | ODonnell Kevin | Director / Officer | F-InKind | D | Common Stock | 5,989 | 194.30 | 1.16M | 283,005 | — | ↗ |
| 2023-03-10 | Curtis Ross | Officer | D-Return | D | Common Stock | 4,255 | 0.00 | — | 157,683 | — | ↗ |
| 2023-03-10 | BRANAGAN IAN D | Officer | F-InKind | D | Common Stock | 2,712 | 194.30 | 526.9K | 74,971 | — | ↗ |
| 2023-03-01 | TRUDELL CYNTHIA | Director | A-Award | A | Common Stock | 759 | 0.00 | — | 4,524 | — | ↗ |
| 2023-03-01 | Sanders Carol P | Director | A-Award | A | Common Stock | 759 | 0.00 | — | 6,243 | — | ↗ |
| 2023-03-01 | SANTOMERO ANTHONY M | Director | A-Award | A | Common Stock | 759 | 0.00 | — | 21,273 | — | ↗ |
| 2023-03-01 | Rahmani Valerie | Director | A-Award | A | Common Stock | 759 | 0.00 | — | 6,686 | — | ↗ |
| 2023-03-01 | Qutub Robert | Officer | F-InKind | D | Common Stock | 456 | 217.19 | 99.0K | 80,304 | — | ↗ |
| 2023-03-01 | ODonnell Kevin | Director / Officer | F-InKind | D | Common Stock | 1,594 | 217.19 | 346.2K | 300,242 | — | ↗ |
| 2023-03-01 | Marra David E | Officer | A-Award | A | Common Stock | 3,107 | 0.00 | — | 69,655 | — | ↗ |
| 2023-03-01 | Klehm Henry III | Director | A-Award | A | Common Stock | 759 | 0.00 | — | 20,436 | — | ↗ |
| 2023-03-01 | HENNES DUNCAN P | Director | A-Award | A | Common Stock | 759 | 0.00 | — | 6,686 | — | ↗ |
| 2023-03-01 | Gray Brian Gerald John | Director | A-Award | A | Common Stock | 759 | 0.00 | — | 24,380 | — | ↗ |
| 2023-03-01 | GIDUMAL SHYAM H | Director | A-Award | A | Common Stock | 759 | 0.00 | — | 1,799 | — | ↗ |
| 2023-03-01 | GIBBONS JAMES L | Director | A-Award | A | Common Stock | 1,450 | 0.00 | — | 28,653 | — | ↗ |
| 2023-03-01 | Fraser James Christopher | Officer | A-Award | A | Common Stock | 1,450 | 0.00 | — | 21,387 | — | ↗ |
| 2023-03-01 | Curtis Ross | Officer | A-Award | A | Common Stock | 10,186 | 0.00 | — | 161,938 | — | ↗ |
| 2023-03-01 | Brosnan Sean G | Officer | A-Award | A | Common Stock | 3,602 | 0.00 | — | 22,640 | — | ↗ |
| 2023-03-01 | Bender Shannon Lowry | Officer | A-Award | A | Common Stock | 2,302 | 0.00 | — | 6,286 | — | ↗ |
| 2023-03-01 | BUSHNELL DAVID C | Director | A-Award | A | Common Stock | 759 | 0.00 | — | 19,273 | — | ↗ |
| 2023-03-01 | BRANAGAN IAN D | Officer | A-Award | A | Common Stock | 9,004 | 0.00 | — | 84,157 | — | ↗ |
| 2023-02-16 | Sanders Carol P | Director | S-Sale | D | Common Stock | 1,515 | 211.32 | 320.1K | 5,629 | — | ↗ |
| 2023-02-15 | Marra David E | Officer | F-InKind | D | Common Stock | 1,415 | 215.04 | 304.3K | 68,990 | — | ↗ |
| 2023-01-01 | Marra David E | Officer | — | D | Common Stock | 0 | 0.00 | — | 71,327 | — | ↗ |
| 2022-11-29 | Brosnan Sean G | Officer | S-Sale | D | Common Stock | 850 | 187.74 | 159.6K | 19,038 | — | ↗ |
| 2022-08-10 | Gray Brian Gerald John | Director | P-Purchase | A | Common Stock | 7,500 | 130.62 | 979.7K | 23,621 | — | ↗ |
| 2022-05-20 | BUSHNELL DAVID C | Director | S-Sale | D | Common Stock | 600 | 148.41 | 89.0K | 19,914 | — | ↗ |
| 2022-05-16 | HAMILTON JEAN D | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-05-16 | GIDUMAL SHYAM H | Director | A-Award | A | Common Stock | 1,040 | 0.00 | — | 1,040 | — | ↗ |
| 2022-03-01 | TRUDELL CYNTHIA | Director | A-Award | A | Common Stock | 1,065 | 0.00 | — | 3,765 | — | ↗ |
| 2022-03-01 | Sanders Carol P | Director | A-Award | A | Common Stock | 1,065 | 0.00 | — | 7,144 | — | ↗ |
| 2022-03-01 | SANTOMERO ANTHONY M | Director | A-Award | A | Common Stock | 1,065 | 0.00 | — | 20,514 | — | ↗ |
| 2022-03-01 | Rahmani Valerie | Director | A-Award | A | Common Stock | 1,065 | 0.00 | — | 5,927 | — | ↗ |
| 2022-03-01 | Qutub Robert | Officer | A-Award | A | Common Stock | 5,584 | 0.00 | — | 58,359 | — | ↗ |
| 2022-03-01 | ODonnell Kevin | Director / Officer | F-InKind | D | Common Stock | 1,269 | 145.49 | 184.6K | 272,610 | — | ↗ |
| 2022-03-01 | Klehm Henry III | Director | A-Award | A | Common Stock | 1,065 | 0.00 | — | 19,677 | — | ↗ |
| 2022-03-01 | HENNES DUNCAN P | Director | A-Award | A | Common Stock | 1,065 | 0.00 | — | 5,927 | — | ↗ |
| 2022-03-01 | HAMILTON JEAN D | Director | A-Award | A | Common Stock | 1,065 | 0.00 | — | 26,690 | — | ↗ |
| 2022-03-01 | Gray Brian Gerald John | Director | A-Award | A | Common Stock | 1,065 | 0.00 | — | 16,121 | — | ↗ |
| 2022-03-01 | GIBBONS JAMES L | Director | A-Award | A | Common Stock | 2,096 | 0.00 | — | 27,203 | — | ↗ |
| 2022-03-01 | Fraser James Christopher | Officer | A-Award | A | Common Stock | 3,196 | 0.00 | — | 19,937 | — | ↗ |
| 2022-03-01 | Curtis Ross | Officer | A-Award | A | Common Stock | 12,456 | 0.00 | — | 146,659 | — | ↗ |
| 2022-03-01 | Brosnan Sean G | Officer | A-Award | A | Common Stock | 4,691 | 0.00 | — | 19,888 | — | ↗ |
| 2022-03-01 | Bender Shannon Lowry | Officer | A-Award | A | Common Stock | 2,199 | 0.00 | — | 4,166 | — | ↗ |
| 2022-03-01 | BUSHNELL DAVID C | Director | A-Award | A | Common Stock | 1,065 | 0.00 | — | 20,514 | — | ↗ |
| 2022-03-01 | BRANAGAN IAN D | Officer | A-Award | A | Common Stock | 11,456 | 0.00 | — | 73,298 | — | ↗ |
| 2022-02-04 | Qutub Robert | Officer | D-Return | D | Common Stock | 2,282 | 0.00 | — | 52,775 | — | ↗ |
| 2022-02-04 | ODonnell Kevin | Director / Officer | D-Return | D | Common Stock | 10,666 | 0.00 | — | 225,359 | — | ↗ |
| 2022-02-04 | Curtis Ross | Officer | D-Return | D | Common Stock | 2,426 | 0.00 | — | 127,975 | — | ↗ |
| 2022-02-04 | BRANAGAN IAN D | Officer | D-Return | D | Common Stock | 2,091 | 0.00 | — | 56,114 | — | ↗ |
| 2021-12-31 | Qutub Robert | Officer | F-InKind | D | Common Stock | 1,689 | 169.33 | 286.0K | 55,057 | — | ↗ |
| 2021-12-31 | ODonnell Kevin | Director / Officer | F-InKind | D | Common Stock | 7,894 | 169.33 | 1.34M | 236,025 | — | ↗ |
| 2021-12-31 | BRANAGAN IAN D | Officer | F-InKind | D | Common Stock | 1,966 | 169.33 | 332.9K | 58,205 | — | ↗ |
| 2021-11-05 | Klehm Henry III | Director | S-Sale | D | Common Stock | 1,300 | 154.72 | 201.1K | 18,612 | — | ↗ |
| 2021-10-29 | Qutub Robert | Officer | P-Purchase | A | Common Stock | 506 | 142.45 | 72.1K | 53,852 | — | ↗ |
| 2021-10-29 | ODonnell Kevin | Director / Officer | P-Purchase | A | Common Stock | 2,232 | 142.45 | 317.9K | 231,151 | — | ↗ |
| 2021-10-29 | Fraser James Christopher | Officer | P-Purchase | A | Common Stock | 900 | 145.86 | 131.3K | 16,741 | — | ↗ |
| 2021-10-29 | Curtis Ross | Officer | P-Purchase | A | Common Stock | 1,027 | 142.45 | 146.3K | 124,528 | — | ↗ |
| 2021-10-29 | BRANAGAN IAN D | Officer | P-Purchase | A | Common Stock | 641 | 142.13 | 91.1K | 57,486 | — | ↗ |
| 2021-05-26 | Klehm Henry III | Director | G-Gift | D | Common Stock | 280 | 0.00 | — | 19,912 | — | ↗ |
| 2021-04-21 | BRANAGAN IAN D | Officer | G-Gift | A | Common Stock | 1,371 | 0.00 | — | 1,371 | — | ↗ |
| 2021-03-01 | TRUDELL CYNTHIA | Director | A-Award | A | Common Stock | 953 | 0.00 | — | 2,700 | — | ↗ |
| 2021-03-01 | Sanders Carol P | Director | A-Award | A | Common Stock | 953 | 0.00 | — | 6,079 | — | ↗ |
| 2021-03-01 | SANTOMERO ANTHONY M | Director | A-Award | A | Common Stock | 953 | 0.00 | — | 19,449 | — | ↗ |
| 2021-03-01 | Rahmani Valerie | Director | A-Award | A | Common Stock | 953 | 0.00 | — | 4,862 | — | ↗ |
| 2021-03-01 | Qutub Robert | Officer | F-InKind | D | Common Stock | 588 | 162.61 | 95.6K | 53,802 | — | ↗ |
| 2021-03-01 | ODonnell Kevin | Director / Officer | A-Award | A | Common Stock | 28,748 | 0.00 | — | 246,327 | — | ↗ |
| 2021-03-01 | Klehm Henry III | Director | A-Award | A | Common Stock | 953 | 0.00 | — | 20,192 | — | ↗ |
| 2021-03-01 | HENNES DUNCAN P | Director | A-Award | A | Common Stock | 953 | 0.00 | — | 4,862 | — | ↗ |
| 2021-03-01 | HAMILTON JEAN D | Director | A-Award | A | Common Stock | 953 | 0.00 | — | 25,625 | — | ↗ |
| 2021-03-01 | Gray Brian Gerald John | Director | A-Award | A | Common Stock | 953 | 0.00 | — | 15,056 | — | ↗ |
| 2021-03-01 | GIBBONS JAMES L | Director | A-Award | A | Common Stock | 1,875 | 0.00 | — | 25,107 | — | ↗ |
| 2021-03-01 | Fraser James Christopher | Officer | A-Award | A | Common Stock | 2,552 | 0.00 | — | 15,241 | — | ↗ |
| 2021-03-01 | Curtis Ross | Officer | A-Award | A | Common Stock | 9,338 | 0.00 | — | 123,501 | — | ↗ |
| 2021-03-01 | Brosnan Sean G | Officer | A-Award | A | Common Stock | 4,058 | 0.00 | — | 15,197 | — | ↗ |
| 2021-03-01 | Bender Shannon Lowry | Officer | A-Award | A | Common Stock | 1,967 | 0.00 | — | 1,967 | — | ↗ |
| 2021-03-01 | BUSHNELL DAVID C | Director | A-Award | A | Common Stock | 953 | 0.00 | — | 19,449 | — | ↗ |
| 2021-03-01 | BRANAGAN IAN D | Officer | F-InKind | D | Common Stock | 685 | 162.61 | 111.4K | 57,420 | — | ↗ |
| 2021-02-05 | Qutub Robert | Officer | D-Return | D | Common Stock | 2,412 | 159.35 | 384.4K | 42,807 | — | ↗ |
| 2021-02-05 | ODonnell Kevin | Director / Officer | F-InKind | D | Common Stock | 1,453 | 159.35 | 231.5K | 203,205 | — | ↗ |
| 2021-02-05 | Curtis Ross | Officer | D-Return | D | Common Stock | 2,586 | 159.35 | 412.1K | 109,494 | — | ↗ |
| 2021-02-05 | BRANAGAN IAN D | Officer | F-InKind | D | Common Stock | 462 | 159.35 | 73.6K | 46,137 | — | ↗ |
| 2021-01-01 | Bender Shannon Lowry | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-12-31 | Weinstein Stephen Howard | Officer | F-InKind | D | Common Stock | 1,268 | 165.82 | 210.3K | 92,399 | — | ↗ |
| 2020-12-31 | Qutub Robert | Officer | F-InKind | D | Common Stock | 1,435 | 165.82 | 238.0K | 45,219 | — | ↗ |
| 2020-12-31 | ODonnell Kevin | Director / Officer | F-InKind | D | Common Stock | 2,095 | 165.82 | 347.4K | 213,101 | — | ↗ |
| 2020-12-31 | BRANAGAN IAN D | Officer | F-InKind | D | Common Stock | 1,732 | 165.82 | 287.2K | 48,891 | — | ↗ |
| 2020-12-15 | Weinstein Stephen Howard | Officer | G-Gift | D | Common Stock | 91 | 165.43 | 15.1K | 97,961 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2014 | Kevin J. O’Donnell President and Chief Executive Officer | 975.0K | — | 3.68M | — | 2.17M | 470.9K | 7.30M | 50.43% | ↗ |
| 2 | 2014 | Ross A. Curtis Senior Vice President and Group Chief Underwriting Officer | 484.5K | — | 2.66M | — | 816.8K | 1.54M | 5.51M | 48.40% | ↗ |
| 3 | 2014 | Jeffrey D. Kelly Executive Vice President, Chief Operating Officer and Chief Financial Officer | 591.3K | — | 1.62M | — | 1.04M | 443.9K | 3.70M | 43.87% | ↗ |
| 4 | 2014 | Ian D. Branagan Senior Vice President and Group Chief Risk Officer | 478.3K | — | 1.33M | — | 752.9K | 240.1K | 2.80M | 47.45% | ↗ |
| 5 | 2014 | Stephen H. Weinstein Senior Vice President, Group General Counsel, Corporate Secretary and Chief Compliance Officer | 463.5K | — | 1.27M | — | 688.3K | 369.4K | 2.79M | 45.52% | ↗ |
| 6 | 2013 | Kevin J. O’Donnell President and Chief Executive Officer | 887.5K | — | 4.32M | — | 2.41M | 616.3K | 8.23M | 52.43% | ↗ |
| 7 | 2013 | Jeffrey D. Kelly Executive Vice President, Chief Operating Officer and Chief Financial Officer | 591.3K | — | 2.28M | — | 975.6K | 437.8K | 4.28M | 53.21% | ↗ |
| 8 | 2013 | Ian D. Branagan Senior Vice President and Group Chief Risk Officer | 448.6K | — | 1.47M | — | 749.3K | 302.3K | 2.97M | 49.56% | ↗ |
| 9 | 2013 | Stephen H. Weinstein Senior Vice President, Group General Counsel, Corporate Secretary and Chief Compliance Officer | 463.5K | — | 1.00M | — | 764.8K | 329.3K | 2.56M | 39.17% | ↗ |
| 10 | 2012 | Kevin J. O’Donnell President and Chief Executive Officer | 756.8K | — | 3.82M | — | 1.39M | 597.4K | 6.56M | 58.19% | ↗ |
| 11 | 2012 | Jeffrey D. Kelly Executive Vice President, Chief Operating Officer and Chief Financial Officer | 591.3K | — | 1.28M | — | 904.0K | 466.4K | 3.24M | 39.40% | ↗ |
| 12 | 2012 | Stephen H. Weinstein Senior Vice President, Group General Counsel, Corporate Secretary and Chief Compliance Officer | 463.5K | — | 999.9K | — | 708.7K | 500.2K | 2.67M | 37.42% | ↗ |
| 13 | 2009 | Neill A. Currie President and Chief Executive Officer | 952.8K | 2.55M | 3.00M | — | — | 1.08M | 7.58M | 39.57% | ↗ |
| 14 | 2009 | Kevin J. O’Donnell Executive Vice President and Global Chief Underwriting Officer | 518.8K | 1.35M | 2.63M | — | — | 554.5K | 5.05M | 52.01% | ↗ |
| 15 | 2009 | John D. Nichols, Jr. Executive Vice President and Former President of RenaissanceRe Ventures Ltd. | 561.1K | 892.3K | 2.63M | — | — | 540.8K | 4.62M | 56.86% | ↗ |
| 16 | 2009 | Fred R. Donner Former Executive Vice President, Chief Financial Officer, and Treasurer | 277.2K | — | 1.38M | — | — | 2.13M | 3.79M | 36.39% | ↗ |
| 17 | 2009 | William J. Ashley Former Senior Vice President and Former President and Chief Executive Officer of Glencoe Group Holdings Ltd. | 518.8K | 892.3K | 1.93M | — | — | 396.9K | 3.74M | 51.62% | ↗ |
| 18 | 2009 | Jeffrey D. Kelly Executive Vice President, Chief Financial Officer | 256.4K | 892.3K | 1.80M | — | — | 162.1K | 3.11M | 57.86% | ↗ |
| 19 | 2008 | Neill A. Currie President and Chief Executive Officer | 803.4K | 1.82M | 1.22M | 1.22M | — | 1.18M | 6.23M | 39.08% | ↗ |
| 20 | 2008 | John D. Nichols, Jr. Executive Vice President and Former President of RenaissanceRe Ventures Ltd. | 535.6K | 635.3K | 918.6K | 918.9K | — | 409.4K | 3.42M | 53.76% | ↗ |
| 21 | 2008 | William J. Ashley Former Senior Vice President and Former President and Chief Executive Officer of Glencoe Group Holdings Ltd. | 468.6K | 635.3K | 618.6K | 618.8K | — | 415.4K | 2.76M | 44.89% | ↗ |
| 22 | 2008 | Kevin J. O’Donnell Executive Vice President and Global Chief Underwriting Officer | 483.2K | 635.3K | 493.6K | 493.8K | — | 568.4K | 2.67M | 36.92% | ↗ |
| 23 | 2008 | Fred R. Donner Former Executive Vice President, Chief Financial Officer, and Treasurer | 535.6K | 635.3K | 418.6K | 418.7K | — | 614.0K | 2.62M | 31.93% | ↗ |
| 24 | 2007 | Neill A. Currie President and Chief Executive Officer | 772.5K | 1.52M | 1.17M | 871.9K | — | 1.13M | 5.47M | 37.33% | ↗ |
| 25 | 2007 | John D. Nichols, Jr. Executive Vice President and Former President of RenaissanceRe Ventures Ltd. | 515.0K | 535.4K | 1.15M | 857.0K | — | 320.9K | 3.38M | 59.41% | ↗ |
| 26 | 2007 | Fred R. Donner Former Executive Vice President, Chief Financial Officer, and Treasurer | 515.0K | 535.4K | 552.5K | 411.7K | — | 514.9K | 2.53M | 38.12% | ↗ |
| 27 | 2007 | William J. Ashley Former Senior Vice President and Former President and Chief Executive Officer of Glencoe Group Holdings Ltd. | 358.8K | 535.4K | 562.4K | 419.1K | — | 363.4K | 2.24M | 43.83% | ↗ |
| 28 | 2007 | Kevin J. O’Donnell Executive Vice President and Global Chief Underwriting Officer | 428.6K | 535.4K | 354.1K | 263.9K | — | 485.6K | 2.07M | 29.89% | ↗ |
| 29 | 2004 | William I. Riker Director and President of RenaissanceRe and President and CEO of Glencoe Group Holdings Ltd. | 238.1K | — | 4.21M | 830.0K | — | 202.4K | 5.48M | 91.96% | ↗ |
| 30 | 2004 | James N. Stanard Chairman and Chief Executive Officer of RenaissanceRe | 190.2K | — | — | 3.05M | — | 601.2K | 3.84M | 79.42% | ↗ |
| 31 | 2004 | John M. Lummis Executive Vice President, Chief Operating Officer & Chief Financial Officer of RenaissanceRe | 301.0K | 1.70M | 478.0K | 781.0K | — | 303.5K | 3.56M | 35.33% | ↗ |
| 32 | 2004 | Kevin J. O’Donnell Senior Vice President – Property Catastrophe | 238.4K | 220.6K | 265.2K | 295.0K | — | 204.7K | 1.22M | 45.77% | ↗ |
| 33 | 2004 | John D. Nichols, Jr. Executive Vice President of RenaissanceRe and Ventures Ltd. | 210.0K | — | 357.8K | 425.0K | — | 218.6K | 1.21M | 64.62% | ↗ |
| 34 | 2004 | David A. Eklund Executive Vice President of RenaissanceRe and Reinsurance Ltd | 352.1K | — | — | 82.0K | — | 453.5K | 887.6K | 9.24% | ↗ |
| 35 | 2003 | William I. Riker Director and President of RenaissanceRe and President and CEO of Glencoe Group Holdings Ltd. | 335.3K | 702.0K | 6.37M | 33.8K | — | 256.1K | 7.69M | 83.19% | ↗ |
| 36 | 2003 | James N. Stanard Chairman and Chief Executive Officer of RenaissanceRe | 484.4K | — | 740.0K | 54.3K | — | 751.4K | 2.03M | 39.13% | ↗ |
| 37 | 2003 | John M. Lummis Executive Vice President, Chief Operating Officer & Chief Financial Officer of RenaissanceRe | 272.0K | 702.0K | 460.0K | 33.8K | — | 272.5K | 1.74M | 28.37% | ↗ |
| 38 | 2003 | David A. Eklund Executive Vice President of RenaissanceRe and Reinsurance Ltd | 310.4K | — | 460.0K | 33.8K | — | 551.9K | 1.36M | 36.41% | ↗ |
| 39 | 2003 | John D. Nichols, Jr. Executive Vice President of RenaissanceRe and Ventures Ltd. | 248.7K | 494.2K | 344.0K | 25.2K | — | 162.9K | 1.28M | 28.96% | ↗ |
| 40 | 2003 | Kevin J. O’Donnell Senior Vice President – Property Catastrophe | 211.3K | 358.0K | 255.0K | 36.4K | — | 199.4K | 1.06M | 27.48% | ↗ |
| 41 | 2002 | James N. Stanard Chairman and Chief Executive Officer of RenaissanceRe | 484.4K | 3.62M | 917.9K | 695.2K | — | 592.5K | 6.31M | 25.57% | ↗ |
| 42 | 2002 | William I. Riker Director and President of RenaissanceRe and President and CEO of Glencoe Group Holdings Ltd. | 316.8K | 2.50M | 686.4K | 262.6K | — | 349.9K | 4.12M | 23.06% | ↗ |
| 43 | 2002 | David A. Eklund Executive Vice President of RenaissanceRe and Reinsurance Ltd | 293.3K | 850.0K | 662.7K | 292.6K | — | 358.0K | 2.46M | 38.89% | ↗ |
| 44 | 2002 | John M. Lummis Executive Vice President, Chief Operating Officer & Chief Financial Officer of RenaissanceRe | 243.6K | 750.0K | 506.6K | 247.4K | — | 357.0K | 2.10M | 35.83% | ↗ |
| 45 | 2002 | John D. Nichols, Jr. Executive Vice President of RenaissanceRe and Ventures Ltd. | 235.0K | 528.0K | 362.7K | 180.9K | — | 181.3K | 1.49M | 36.53% | ↗ |
| 46 | 2002 | Kevin J. O’Donnell Senior Vice President – Property Catastrophe | 183.0K | 532.5K | 362.7K | 111.7K | — | 215.3K | 1.41M | 33.76% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Kevin Joseph O'Donnell | President, Chief Executive Officer & Director | 8M | male |
| Robert Qutub | Executive Vice President & Chief Financial Officer | 4M | male |
| David Edward Marra | Executive Vice President & Group Chief Underwriting Officer | 4M | male |
| Ross Arthur Curtis | Executive Vice President & Chief Portfolio Officer | 3M | male |
| Shannon Lowry Bender | Executive Vice President, Group General Counsel & Corporate Secretary | 3M | female |
| Sean G. Brosnan | Chief Investment Officer & Senior VP | 1M | male |
| Becket McNab | Chief Human Resources Officer | — | — |
| Nicole Valadao | Head of Internal Audit | — | female |
| Robin James Lang | Senior Vice President & Head of Risk Oversight and Chief Risk Officer | — | male |
| Keith Alfred McCue | Senior Vice President of Finance & Investor Relations | — | male |
| Blythe Walker | Chief Technology Officer | — | male |
| Hugh Richard Timothy Brennan | COO of Underwriting and Portfolio | — | male |
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