Español 
Deutsch 
Français 
MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
White Mountains Insurance Group, Ltd. (WTM)
USD2,174.96
-6.23 (-0.29%)
BM NYSE Financial Services Insurance - Diversified
Address
A.S. Cooper Building HM 11
Hamilton, HM, BM
Hamilton, HM, BM
CEO
Liam Caffrey
Website
whitemountains.com
IPO
1985-10-23
CIK 776867 ISIN BMG9618E1075
Description
White Mountains Insurance Group, Ltd. provides insurance services in the United States, the United Kingdom, Bermuda, and internationally. It operates through Ark/WM Outrigger, HG Global, Kudu, Distinguished, and Other Operations segments. The company offers property insurance and reinsurance; specialty insurance and reinsurance consisting of aviation, contingency, cyber, fine art and specie, mortgage, nuclear, political and credit, space, surety, and terrorism and political violence; marine and energy insurance and reinsurance; casualty insurance and reinsurance, such as medical malpractice, and professional and general liability; and accident and health insurance and reinsurance, which includes personal accident, sickness, disability, travel, short-term life, and medical products through brokers, managing general agents (MGA), and reinsurance intermediaries. It also provides municipal bond guarantee reinsurance, which focuses on single risk limits for small-to-medium sized, and public investment grade municipal bonds that are issued to finance public purpose projects, including schools, utilities, and transportation facilities. In addition, the company offers capital solutions for boutique asset and wealth managers for generational ownership transfers, management buyouts, acquisition and growth finance, and legacy partner liquidity; strategic advice; investment management; and specialty electrical contracting services. Further, it operates as a full-service MGA and program administrator for specialty property and casualty insurance for the real estate and hospitality end markets, and start-up programs; and an MGA for leisure travel and global expatriate medical insurance in Israel, the European Union, and Australia. The company was formerly known as Fund American Enterprises Holdings, Inc. and changed its name to White Mountains Insurance Group, Ltd. in 1999. White Mountains Insurance Group, Ltd. was incorporated in 1980 and is headquartered in Hamilton, Bermuda.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary
Loading…
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
USD2,174.96
-6.23 (-0.29%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
20.3K
Beta
0.29
Float Shares
2.40M
Free Float %
96.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.14% | +0.25% | -8.22% | -3.60% | +10.14% | +1.50% | +18.22% | +49.30% | +77.99% | +155.66% | +7,500.72% |
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From
To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
Loading histogram data…
Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (2 ratings, all time)
Hold
Price Targets & DCF
Current price
2,174.96
DCF (Levered)
34,084.37
+1,467.1%
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)
0% Bullish
| Rating | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
2.50
Grey zone
Piotroski F-Score
5 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Insurance - Diversified: +15.2%+15.0% Q1'26: -10.8% (vs Q1'25)
-
EPS growth Insurance - Diversified: +25.3%+379.1% ★ Q1'26: -195.5% (vs Q1'25)
-
FCF margin FCF growth · Insurance - Diversified: +30.2%+54.4% ★ Q1'26: +7.1% (vs Q1'25)
-
EBIT margin Insurance - Diversified: +13.5%+52.0% ★ Q1'26: -1.2% (vs Q1'25)
-
ROIC Insurance - Diversified: +4.2%+32.3% ★ Q1'26: -1.1% (vs Q1'25)
-
Share dilution Insurance - Diversified: +0.0%+0.9% Q1'26: +0.5% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Insurance - Diversified: -0.05×0.59× ★ Q1'26: -149.07× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 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 2020 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
4.79B
est: 3.05B (+57.4%)
|
4.73B
est: 5.55B (-14.7%)
|
2.96B
est: 5.17B (-42.8%)
|
4.43B
est: 2.68B (+65.4%)
|
2.57B
est: 18.13B (-85.8%)
|
2.17B
est: 1.67B (+30.4%)
|
2.44B
est: 1.35B (+80.7%)
|
1.36B
est: 1.38B (-1.5%)
|
1.41B
est: 3.30B (-57.2%)
|
440.00M
est: 1.07B (-58.9%)
|
157.70M
est: 1.15B (-86.3%)
|
373.80M
est: 1.12B (-66.7%)
|
369.10M
est: 1.15B (-67.8%)
|
895.60M
est: 210.82M (+324.8%)
|
1.16B
est: 465.51M (+148.7%)
|
2.17B
est: 435.25M (+397.8%)
|
2.35B
est: 2.35B (+0.0%)
|
2.71B
est: 2.71B (+0.0%)
|
4.06B
4.06B – 4.06B
+49.8% YoY
|
6.08B
6.08B – 6.08B
+49.8% YoY
|
| EBITDA |
779.90M
est: 1.11B (-29.8%)
|
819.90M
est: 757.71M (+8.2%)
|
-1.02B
est: -2.10B (+51.4%)
|
834.80M
est: 676.74M (+23.4%)
|
210.40M
est: 125.72M (+67.4%)
|
153.20M
est: 530.38M (-71.1%)
|
358.40M
est: 41.46M (+764.4%)
|
203.40M
est: 235.67M (-13.7%)
|
20.10M
est: 522.69M (-96.2%)
|
134.60M
est: 343.06M (-60.8%)
|
-123.90M
est: 167.19M (-174.1%)
|
32.50M
est: 163.55M (-80.1%)
|
-143.00M
est: -380.56M (+62.4%)
|
677.40M
est: 30.71M (+2,105.7%)
|
-104.80M
est: 135.37M (-177.4%)
|
610.30M
est: 126.57M (+382.2%)
|
371.10M
est: 228.69M (+62.3%)
|
1.41B
est: 266.78M (+428.4%)
|
399.66M
399.66M – 399.66M
+49.8% YoY
|
598.72M
598.72M – 598.72M
+49.8% YoY
|
| EBIT |
779.90M
est: 420.23M (+85.6%)
|
819.90M
est: 765.87M (+7.1%)
|
-1.02B
est: 713.10M (-243.4%)
|
834.80M
est: 369.20M (+126.1%)
|
246.60M
est: 2.50B (-90.1%)
|
153.20M
est: 229.86M (-33.3%)
|
307.60M
est: 185.89M (+65.5%)
|
174.80M
est: 190.70M (-8.3%)
|
-15.20M
est: 455.03M (-103.3%)
|
130.80M
est: 147.82M (-11.5%)
|
-144.30M
est: 158.32M (-191.1%)
|
10.10M
est: 154.87M (-93.5%)
|
-168.70M
est: 157.97M (-206.8%)
|
667.80M
est: 29.08M (+2,196.3%)
|
-109.10M
est: 143.35M (-176.1%)
|
628.10M
est: 134.03M (+368.6%)
|
377.50M
est: 215.54M (+75.1%)
|
1.41B
est: 251.13M (+460.3%)
|
376.22M
376.22M – 376.22M
+49.8% YoY
|
563.61M
563.61M – 563.61M
+49.8% YoY
|
| Net Income |
673.20M
est: 927.52M (-27.4%)
|
407.40M
est: 452.72M (-10.0%)
|
-555.30M
est: -1.02B (+45.6%)
|
470.00M
est: 418.15M (+12.4%)
|
86.50M
est: 26.85M (+222.1%)
|
767.90M
est: 521.98M (+47.1%)
|
207.40M
est: 655.13M (-68.3%)
|
321.60M
est: 172.21M (+86.7%)
|
312.20M
est: 407.11M (-23.3%)
|
295.20M
est: 186.61M (+58.2%)
|
401.80M
est: 2.46B (-83.7%)
|
627.20M
est: -25.48M (+2,561.8%)
|
-141.20M
est: -564.78M (+75.0%)
|
708.70M
est: 1.28B (-44.7%)
|
792.80M
est: -40.32M (+2,066.4%)
|
509.20M
est: -37.70M (+1,450.8%)
|
230.40M
est: 272.43M (-15.4%)
|
1.11B
est: 1.23B (-9.8%)
|
293.72M
293.72M – 293.72M
-76.0% YoY
|
332.05M
332.05M – 332.05M
+13.0% YoY
|
| SGA |
218.30M
est: 271.51M (-19.6%)
|
200.50M
est: 232.16M (-13.6%)
|
253.10M
est: 399.47M (-36.6%)
|
250.00M
est: 247.71M (+0.9%)
|
182.90M
est: 299.78M (-39.0%)
|
175.30M
est: 280.57M (-37.5%)
|
182.20M
est: 398.91M (-54.3%)
|
149.10M
est: 109.86M (+35.7%)
|
216.50M
est: 392.01M (-44.8%)
|
192.10M
est: 791.03M (-75.7%)
|
175.50M
est: 1.04B (-83.2%)
|
208.00M
est: 320.87M (-35.2%)
|
233.50M
est: 327.30M (-28.7%)
|
207.90M
est: 60.25M (+245.0%)
|
364.10M
est: 364.99M (-0.2%)
|
432.60M
est: 341.26M (+26.8%)
|
490.10M
est: 567.23M (-13.6%)
|
700.20M
est: 788.11M (-11.2%)
|
1.18B
1.18B – 1.18B
+49.8% YoY
|
1.77B
1.77B – 1.77B
+49.8% YoY
|
| EPS |
62.51
est: 13.35 (+368.2%)
|
37.96
est: 30.41 (+24.8%)
|
-54.54
est: 22.42 (-343.3%)
|
53.11
est: 14.35 (+270.1%)
|
10.12
est: 8.69 (+16.5%)
|
9.26
est: 7.33 (+26.3%)
|
30.50
est: -0.15 (+20,433.3%)
|
51.89
est: 12.80 (+305.5%)
|
51.21
est: 37.10 (+38.0%)
|
50.60
est: 10.91 (+364.0%)
|
82.24
est: -8.25 (+1,096.6%)
|
146.06
est: -10.06 (+1,551.6%)
|
-41.76
est: -12.85 (-225.0%)
|
227.72
est: 210.00 (+8.4%)
|
276.96
est: 297.26 (-6.8%)
|
198.63
est: 200.00 (-0.7%)
|
89.79
est: 107.60 (-16.5%)
|
430.14
est: 480.00 (-10.4%)
|
115.00
115.00 – 115.00
-76.0% YoY
|
130.00
130.00 – 130.00
+13.0% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | A- | 4/5 | 1/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-11 | A- | 4/5 | 1/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-08 | B- | 2/5 | 1/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | B- | 2/5 | 1/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | B- | 2/5 | 1/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | A- | 4/5 | 1/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-04 | A- | 4/5 | 1/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-05-01 | A- | 4/5 | 1/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 1/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 1/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 1/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 1/5 | 5/5 | 5/5 | 3/5 | 4/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 1/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 1/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 1/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 1/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 1/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 1/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 1/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-15 | A- | 4/5 | 1/5 | 5/5 | 5/5 | 2/5 | 4/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
559.07M
OE per share TTM
219.86
Owner's Yield
10.52%
Maintenance CapEx ratio
0.08%
Maint CapEx / Avg PPE
0.3%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
123
Total invested
758.09M
Insider transactions (90d)
0
Beneficial owners (>5%)
34
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | WHITE MOUNTAINS INSURANCE GROUP, LTD. | 22.86M | 49.90% | 900.0K | 21.96M | 900.0K | 21.96M | HC | — | 2023-06-30 | ↗ |
| 2 | BRIDGE HOLDINGS (BERMUDA), LTD. (No. 98-0527520) | 20.53M | 61.90% | — | 20.53M | — | 20.53M | HC | — | 2021-02-12 | ↗ |
| 3 | WHITE MOUNTAINS INVESTMENTS (LUXEMBOURG) S.à R.L. (No. 98-1050180) | 19.63M | 59.20% | — | 19.63M | — | 19.63M | HC | — | 2021-02-12 | ↗ |
| 4 | WHITE MOUNTAINS INSURANCE GROUP, LTD. (No. 94-2708455) | 16.94M | 39.30% | 900.0K | 16.04M | 900.0K | 16.04M | HC | — | 2023-02-10 | ↗ |
| 5 | WHITE MOUNTAINS INVESTMENTS (LUXEMBOURG) S.À R.L. (No. 98-1050180) | 16.04M | 37.20% | — | 16.04M | — | 16.04M | HC | — | 2023-02-10 | ↗ |
| 6 | WHITE MOUNTAINS INVESTMENTS (LUXEMBOURG) S.À R.L. | 16.04M | 35.00% | — | 16.04M | — | 16.04M | CO | — | 2023-06-30 | ↗ |
| 7 | WM BIRKDALE, LTD. | 16.04M | 35.00% | — | 16.04M | — | 16.04M | CO | — | 2023-06-30 | ↗ |
| 8 | WM HINSON (BERMUDA) LTD. | 5.92M | 12.90% | — | 5.92M | — | 5.92M | CO | — | 2023-06-30 | ↗ |
| 9 | John J. Byrne | 637.1K | 11.00% | 635.9K | 1.2K | 635.9K | 1.2K | IN | United States | 2013-02-13 | ↗ |
| 10 | James W. Bagley | 400.0K | 5.10% | 4.2K | — | 302.5K | 3.8K | IN | Pennsylvania For | 2016-02-11 | ↗ |
| 11 | 04-2683227 | 393.9K | 4.75% | — | 381.2K | — | — | IA | Massachusetts | 2011-02-14 | ↗ |
| 12 | George J. Gillespie, III, Executor | 364.2K | 5.90% | 364.2K | — | 364.2K | — | IN | New Hampshire | 2013-09-17 | ↗ |
| 13 | Estate of John J. Byrne, Deceased | 324.2K | 5.20% | 324.2K | — | 324.2K | — | OO | New Hampshire | 2013-09-17 | ↗ |
| 14 | The London Company | 320.5K | 5.19% | 299.9K | — | 299.9K | 20.6K | IA | State of Virginia | 2013-12-10 | ↗ |
| 15 | The Vanguard Group - 23-1945930 | 316.1K | 10.03% | 1.8K | 455.00 | 314.5K | 1.6K | IA | Pennsylvania For | 2020-03-06 | ↗ |
| 16 | 52-0556948 | 241.5K | 5.20% | 50.3K | — | 241.5K | — | IA | Maryland | 2017-02-07 | ↗ |
| 17 | Wellington Group Holdings LLP | 221.6K | 7.34% | — | 198.9K | — | — | HC | Massachusetts | 2022-02-04 | ↗ |
| 18 | Wellington Investment Advisors Holdings LLP | 221.6K | 7.34% | — | 198.9K | — | — | HC | Massachusetts | 2022-02-04 | ↗ |
| 19 | Wellington Management Group LLP | 221.6K | 7.34% | — | 198.9K | — | — | HC | Massachusetts | 2022-02-04 | ↗ |
| 20 | Eaton Vance Management 04-3101341 | 217.7K | 11.00% | 217.7K | — | 217.7K | — | IA | United States of America | 2021-02-12 | ↗ |
| 21 | Wellington Management Company LLP | 213.3K | 7.07% | — | 192.9K | — | — | IA | Massachusetts | 2022-02-04 | ↗ |
| 22 | Morgan Stanley | 180.4K | 7.00% | — | 107.5K | — | 180.4K | HC, CO | — | 2023-02-10 | ↗ |
| 23 | 30-0447847 | 160.1K | 6.20% | 157.4K | — | 160.1K | — | IA | Delaware Limited Partnership | 2023-02-10 | ↗ |
| 24 | Fuller & Thaler Asset Management, Inc. | 153.3K | 5.95% | 150.4K | — | 153.3K | — | IA | California | 2023-02-14 | ↗ |
| 25 | Boston Partners | 142.7K | 4.48% | 88.3K | 461.00 | 142.7K | — | IA | Delaware | 2020-02-11 | ↗ |
| 26 | 43-2076925 | 139.4K | 5.40% | 43.00 | 133.2K | 139.4K | — | IA | Delaware | 2023-02-08 | ↗ |
| 27 | Berkshire Hathaway Inc. | 89.3K | 1.00% | — | 89.3K | — | 89.3K | HC, CO | State of Delaware | 2008-11-03 | ↗ |
| 28 | General Re Corporation | 89.3K | 1.00% | — | 89.3K | — | 89.3K | HC, CO | State of Delaware | 2008-11-03 | ↗ |
| 29 | Warren E. Buffett | 89.3K | 1.00% | — | 89.3K | — | 89.3K | HC, IN | United States Citizen | 2008-11-03 | ↗ |
| 30 | John J. Byrne Revocable Trust | 40.0K | 0.65% | 40.0K | — | 40.0K | — | OO | New Hampshire | 2013-09-17 | ↗ |
| 31 | Robert Snyder | 850.00 | 0.01% | 850.00 | — | 850.00 | — | IN | New Hampshire | 2014-02-05 | ↗ |
| 32 | Daniel Mosley | — | 0.00% | — | — | — | — | IN | New Hampshire | 2014-02-05 | ↗ |
| 33 | Jack Byrne 2011 GRAT No. 1 | — | 0.00% | — | — | — | — | OO | New Hampshire | 2014-02-05 | ↗ |
| 34 | Jack Byrne 2011 GRAT No. 2 | — | 0.00% | — | — | — | — | OO | New Hampshire | 2014-02-05 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
123
-229 vs prev Q
New positions
18
Closed positions
247
Increased
47
Reduced
32
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 | TRIAD INVESTMENT MANAGEMENT | 2.5K +2.5K (+100.0%) | 5.29B +5.3B (+100.0%) | 0.10% +0.100 pp | 5.36% +5.362 pp | USD2,078.03 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 235.7K -11.3K (-4.6%) | 489.79M +76.9M (+18.6%) | 9.23% -0.491 pp | 0.01% +0.001 pp | USD708.16 +193.4% | 84 qtrs — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 156.6K -613.0 (-0.4%) | 325.43M +62.6M (+23.8%) | 6.13% -0.055 pp | 0.07% +0.012 pp | USD899.12 +131.1% | 51 qtrs — |
| 4 | NEUBERGER BERMAN GROUP LLC | 129.7K +14.6K (+12.7%) | 269.42M +77.2M (+40.1%) | 5.04% +0.515 pp | 0.20% +0.060 pp | USD1,799.79 +15.5% | 51 qtrs — |
| 5 | RIVER ROAD ASSET MANAGEMENT, LLC | 120.9K +11.3K (+10.3%) | 251.19M +68.0M (+37.1%) | 4.76% +0.444 pp | 2.76% +0.703 pp | USD954.27 +117.8% | 70 qtrs — |
| 6 | BLACKROCK, INC. | 112.3K -290.0 (-0.3%) | 233.34M +45.2M (+24.0%) | 4.40% -0.034 pp | 0.00% +0.001 pp | USD1,703.26 +22.0% | 6 qtrs — |
| 7 | FULLER & THALER ASSET MANAGEMENT, INC. | 108.2K +81.0 (+0.1%) | 224.79M +44.1M (+24.4%) | 4.26% +0.003 pp | 0.76% +0.145 pp | USD1,058.18 +96.4% | 48 qtrs — |
| 8 | COOKE & BIELER LP | 106.6K -1.3K (-1.2%) | 221.47M +41.2M (+22.9%) | 4.17% -0.071 pp | 2.31% +0.448 pp | USD1,831.94 +13.4% | 5 qtrs — |
| 9 | FIDUCIARY MANAGEMENT INC /WI/ | 90.3K -4.1K (-4.3%) | 187.71M +30.0M (+19.0%) | 3.54% -0.177 pp | 2.06% +0.468 pp | USD1,448.03 +43.5% | 36 qtrs — |
| 10 | MORGAN STANLEY | 82.2K -56.7K (-40.8%) | 170.72M -61.4M (-26.5%) | 3.22% -2.248 pp | 0.01% -0.004 pp | USD1,388.32 +49.7% | 51 qtrs — |
| 11 | WALLACE CAPITAL MANAGEMENT INC. | 80.3K -1.1K (-1.4%) | 166.96M +30.8M (+22.6%) | 3.15% -0.061 pp | 20.10% +3.178 pp | USD823.36 +152.4% | 56 qtrs — |
| 12 | BOSTON PARTNERS | 76.9K -7.5K (-8.9%) | 159.73M +17.2M (+12.1%) | 2.99% -0.333 pp | 0.17% +0.019 pp | USD724.24 +186.9% | 76 qtrs — |
| 13 | LONDON CO OF VIRGINIA | 58.7K -8.1K (-12.1%) | 122.00M +10.3M (+9.2%) | 2.30% -0.331 pp | 0.70% +0.087 pp | USD662.10 +213.9% | 73 qtrs — |
| 14 | STATE STREET CORP | 50.7K -3.8K (-6.9%) | 105.28M +14.3M (+15.7%) | 1.98% -0.159 pp | 0.00% +0.000 pp | USD1,003.99 +107.0% | 51 qtrs — |
| 15 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 44.6K -3.2K (-6.7%) | 92.60M +12.7M (+16.0%) | 1.74% -0.135 pp | 0.06% +0.010 pp | USD1,517.57 +36.9% | 11 qtrs — |
| 16 | REINHART PARTNERS, INC. | 44.0K +2.4K (+5.7%) | 91.41M +21.8M (+31.4%) | 1.73% +0.093 pp | 2.74% +0.476 pp | USD1,261.15 +64.8% | 51 qtrs — |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | 41.5K -572.0 (-1.4%) | 86.30M +15.9M (+22.6%) | 1.63% -0.031 pp | 0.01% +0.001 pp | USD902.47 +130.3% | 78 qtrs — |
| 18 | LORD, ABBETT & CO. LLC | 33.8K -3.1K (-8.5%) | 70.23M +8.5M (+13.8%) | 1.31% -0.139 pp | 0.22% +0.032 pp | USD1,509.10 +37.7% | 11 qtrs — |
| 19 | GENDELL JEFFREY L | 32.5K +32.5K (+100.0%) | 67.58M +67.6M (+100.0%) | 1.26% +1.264 pp | 1.17% +1.174 pp | USD2,078.03 +0.0% | 1 qtrs NEW |
| 20 | NORGES BANK | 32.2K +32.2K (+100.0%) | 66.88M +66.9M (+100.0%) | 1.26% +1.260 pp | 0.01% +0.007 pp | USD2,078.03 +0.0% | 1 qtrs NEW |
| 21 | SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 31.7K +— (+0.0%) | 65.77M +12.9M (+24.3%) | 1.24% -0.006 pp | 2.93% +0.229 pp | USD1,339.87 +55.1% | 17 qtrs — |
| 22 | BANK OF AMERICA CORP /DE/ | 28.8K -10.0K (-25.8%) | 59.87M -5.0M (-7.7%) | 1.13% -0.399 pp | 0.00% +0.000 pp | USD948.58 +119.1% | 52 qtrs — |
| 23 | SPEARS ABACUS ADVISORS LLC | 28.1K -173.0 (-0.6%) | 58.42M +11.1M (+23.6%) | 1.10% -0.012 pp | 1.09% +0.201 pp | USD1,770.11 +17.4% | 8 qtrs — |
| 24 | RAYMOND JAMES FINANCIAL INC | 24.0K -5.4K (-18.5%) | 49.81M +679.0K (+1.4%) | 0.94% -0.218 pp | 0.02% 0.000 pp | USD1,945.06 +6.8% | 5 qtrs — |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 23.2K -994.0 (-4.1%) | 48.29M +7.8M (+19.2%) | 0.90% -0.050 pp | 0.01% +0.001 pp | USD888.06 +134.0% | 74 qtrs — |
| 26 | MRAZ, AMERINE & ASSOCIATES, INC. | 22.6K +23.0 (+0.1%) | 47.02M +9.2M (+24.4%) | 0.89% -0.004 pp | 6.99% +1.101 pp | USD699.06 +197.3% | 57 qtrs — |
| 27 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 20.2K -11.5K (-36.3%) | 41.23M -11.1M (-21.2%) | 0.79% -0.457 pp | 0.07% -0.017 pp | USD1,666.91 +24.7% | 9 qtrs — |
| 28 | SELECT EQUITY GROUP, L.P. | 19.7K +2.8K (+16.3%) | 40.96M +12.6M (+44.6%) | 0.77% +0.105 pp | 0.18% +0.060 pp | USD1,698.27 +22.4% | 10 qtrs — |
| 29 | BROWN ADVISORY INC | 19.0K -1.4K (-6.8%) | 39.39M +5.4M (+15.9%) | 0.74% -0.058 pp | 0.06% +0.011 pp | USD1,408.14 +47.6% | 62 qtrs — |
| 30 | NORTHERN TRUST CORP | 16.7K -1.1K (-6.1%) | 34.63M +5.0M (+16.7%) | 0.65% -0.046 pp | 0.00% +0.001 pp | USD1,024.89 +102.8% | 51 qtrs — |
| 31 | WELLINGTON MANAGEMENT GROUP LLP | 15.9K -3.3K (-17.1%) | 33.10M +987.3K (+3.1%) | 0.62% -0.132 pp | 0.01% +0.000 pp | USD948.47 +119.1% | 81 qtrs — |
| 32 | ENVESTNET ASSET MANAGEMENT INC | 15.8K -1.8K (-10.2%) | 32.83M +3.4M (+11.6%) | 0.62% -0.074 pp | 0.01% +0.001 pp | USD1,354.72 +53.4% | 51 qtrs — |
| 33 | ELKHORN PARTNERS LIMITED PARTNERSHIP | 13.6K -1.2K (-8.2%) | 28.26M +3.5M (+14.1%) | 0.53% -0.050 pp | 17.85% +1.046 pp | USD572.66 +262.9% | 54 qtrs — |
| 34 | HORIZON KINETICS ASSET MANAGEMENT LLC | 13.1K +37.0 (+0.3%) | 27.27M +5.4M (+24.7%) | 0.51% -0.001 pp | 0.37% +0.102 pp | USD1,775.50 +17.0% | 7 qtrs — |
| 35 | WCM INVESTMENT MANAGEMENT, LLC | 10.7K -2.6K (-19.3%) | 22.20M -541.0 (0.0%) | 0.42% -0.103 pp | 0.05% -0.001 pp | USD1,939.92 +7.1% | 5 qtrs — |
| 36 | SPEECE THORSON CAPITAL GROUP INC | 10.7K -590.0 (-5.2%) | 22.18M +3.4M (+17.8%) | 0.42% -0.023 pp | 4.80% +1.039 pp | USD875.18 +137.4% | 51 qtrs — |
| 37 | WELLS FARGO & COMPANY/MN | 9.1K -211.0 (-2.3%) | 18.99M +3.4M (+21.5%) | 0.36% -0.010 pp | 0.00% +0.001 pp | USD864.95 +140.2% | 57 qtrs — |
| 38 | THOMPSON SIEGEL & WALMSLEY LLC | 8.9K +275.0 (+3.2%) | 18.55M +4.1M (+28.3%) | 0.35% +0.009 pp | 0.31% +0.078 pp | USD808.11 +157.1% | 63 qtrs — |
| 39 | BANK OF NEW YORK MELLON CORP | 8.8K -1.3K (-12.6%) | 18.35M +1.5M (+8.7%) | 0.35% -0.052 pp | 0.00% +0.000 pp | USD831.13 +150.0% | 66 qtrs — |
| 40 | GW&K INVESTMENT MANAGEMENT, LLC | 8.6K +611.0 (+7.6%) | 17.92M +4.5M (+33.8%) | 0.34% +0.022 pp | 0.15% +0.036 pp | USD1,517.97 +36.9% | 14 qtrs — |
| 41 | D. E. SHAW & CO., INC. | 8.6K +6.1K (+242.1%) | 17.86M +13.7M (+325.3%) | 0.34% +0.238 pp | 0.01% +0.007 pp | USD1,849.43 +12.4% | 26 qtrs — |
| 42 | SEI INVESTMENTS CO | 7.9K +2.5K (+47.0%) | 16.45M +7.4M (+82.7%) | 0.31% +0.096 pp | 0.02% +0.007 pp | USD1,730.13 +20.1% | 45 qtrs — |
| 43 | UBS ASSET MANAGEMENT AMERICAS INC | 7.7K +7.6K (+109,257.1%) | 15.91M +15.9M (+135,848.4%) | 0.30% +0.297 pp | 0.00% +0.003 pp | USD2,077.57 +0.0% | 81 qtrs — |
| 44 | QUANTINNO CAPITAL MANAGEMENT LP | 7.3K +1.2K (+20.1%) | 15.11M +5.0M (+49.3%) | 0.28% +0.047 pp | 0.03% +0.003 pp | USD1,797.82 +15.6% | 15 qtrs — |
| 45 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 6.8K -354.0 (-5.0%) | 14.03M +2.2M (+18.1%) | 0.26% -0.015 pp | 0.04% +0.005 pp | USD1,492.24 +39.3% | 17 qtrs — |
| 46 | GOTHAM ASSET MANAGEMENT, LLC | 6.7K -183.0 (-2.7%) | 13.96M +2.4M (+21.0%) | 0.26% -0.009 pp | 0.05% +0.001 pp | USD1,688.80 +23.0% | 3 qtrs — |
| 47 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6.7K -2.5K (-27.3%) | 13.96M -1.5M (-9.6%) | 0.26% -0.100 pp | 0.01% -0.001 pp | USD1,179.13 +76.2% | 58 qtrs — |
| 48 | VICTORY CAPITAL MANAGEMENT INC | 6.3K -2.2K (-26.2%) | 13.08M -1.2M (-8.2%) | 0.25% -0.089 pp | 0.01% -0.001 pp | USD1,686.47 +23.2% | 32 qtrs — |
| 49 | UBS GROUP AG | 6.0K -6.1K (-50.3%) | 12.47M -7.7M (-38.3%) | 0.23% -0.241 pp | 0.00% -0.001 pp | USD1,667.73 +24.6% | 45 qtrs — |
| 50 | ROYCE & ASSOCIATES LP | 5.9K -355.0 (-5.6%) | 12.36M +1.8M (+17.3%) | 0.23% -0.015 pp | 0.13% +0.020 pp | USD1,258.86 +65.1% | 18 qtrs — |
| 51 | PHOCAS FINANCIAL CORP. | 5.5K -14.0 (-0.3%) | 11.41M +2.2M (+24.0%) | 0.22% -0.001 pp | 1.48% +0.291 pp | USD1,939.42 +7.1% | 5 qtrs — |
| 52 | BRADLEY FOSTER & SARGENT INC/CT | 5.5K -90.0 (-1.6%) | 11.34M +2.1M (+22.3%) | 0.21% -0.005 pp | 0.17% +0.030 pp | USD1,795.18 +15.8% | 3 qtrs — |
| 53 | GOLDMAN SACHS GROUP INC | 5.3K -651.0 (-11.0%) | 10.93M +1.1M (+10.6%) | 0.21% -0.026 pp | 0.00% +0.000 pp | USD1,715.00 +21.2% | 73 qtrs — |
| 54 | WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 5.2K +— (+0.0%) | 10.79M +2.1M (+24.3%) | 0.20% -0.001 pp | 0.12% +0.023 pp | USD1,079.83 +92.4% | 26 qtrs — |
| 55 | SWISS NATIONAL BANK | 5.1K +140.0 (+2.8%) | 10.57M +2.3M (+27.8%) | 0.20% +0.005 pp | 0.01% +0.002 pp | USD866.73 +139.8% | 41 qtrs — |
| 56 | FIRST TRUST ADVISORS LP | 4.6K +4.6K (+100.0%) | 9.47M +9.5M (+100.0%) | 0.18% +0.178 pp | 0.01% +0.007 pp | USD2,078.03 +0.0% | 33 qtrs — |
| 57 | AQR CAPITAL MANAGEMENT LLC | 4.5K -1.4K (-24.3%) | 9.30M -536.2K (-5.5%) | 0.18% -0.057 pp | 0.00% -0.001 pp | USD1,456.59 +42.7% | 45 qtrs — |
| 58 | RHUMBLINE ADVISERS | 4.2K -67.0 (-1.6%) | 8.65M +1.6M (+22.4%) | 0.16% -0.004 pp | 0.01% +0.001 pp | USD865.05 +140.2% | 51 qtrs — |
| 59 | DARK FOREST CAPITAL MANAGEMENT LP | 3.6K +3.6K (+100.0%) | 7.51M +7.5M (+100.0%) | 0.14% +0.142 pp | 0.34% +0.343 pp | USD2,078.03 +0.0% | 1 qtrs NEW |
| 60 | CERITY PARTNERS LLC | 3.5K +1.6K (+82.6%) | 7.36M +4.1M (+127.0%) | 0.14% +0.062 pp | 0.01% +0.006 pp | USD1,730.70 +20.1% | 21 qtrs — |
| 61 | NUVEEN, LLC | 3.5K +17.0 (+0.5%) | 7.22M +1.4M (+24.9%) | 0.14% +0.000 pp | 0.00% +0.000 pp | USD1,926.55 +7.9% | 4 qtrs — |
| 62 | CREATIVE PLANNING | 3.4K +313.0 (+10.1%) | 7.10M +1.9M (+36.9%) | 0.13% +0.012 pp | 0.01% +0.001 pp | USD1,399.37 +48.5% | 57 qtrs — |
| 63 | BNP PARIBAS ARBITRAGE, SNC | 3.3K +1.8K (+117.4%) | 6.94M +4.4M (+170.3%) | 0.13% +0.070 pp | 0.00% +0.002 pp | USD1,890.41 +9.9% | 51 qtrs — |
| 64 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 3.2K -100.0 (-3.0%) | 6.70M +1.1M (+20.6%) | 0.13% -0.005 pp | 0.05% +0.007 pp | USD1,147.50 +81.1% | 62 qtrs — |
| 65 | LEE DANNER & BASS INC | 3.1K -45.0 (-1.4%) | 6.45M +1.2M (+22.5%) | 0.12% -0.002 pp | 0.46% +0.079 pp | USD1,764.00 +17.8% | 7 qtrs — |
| 66 | AMERIPRISE FINANCIAL INC | 3.1K +25.0 (+0.8%) | 6.34M +1.3M (+25.3%) | 0.12% +0.000 pp | 0.00% +0.000 pp | USD1,090.68 +90.5% | 56 qtrs — |
| 67 | LEGAL & GENERAL GROUP PLC | 3.0K -1.0K (-25.0%) | 6.31M -457.0K (-6.8%) | 0.12% -0.040 pp | 0.00% 0.000 pp | USD1,082.87 +91.9% | 75 qtrs — |
| 68 | INVESCO LTD. | 3.0K -322.0 (-9.7%) | 6.22M +679.3K (+12.3%) | 0.12% -0.013 pp | 0.00% +0.000 pp | USD1,576.46 +31.8% | 57 qtrs — |
| 69 | MML INVESTORS SERVICES, LLC | 2.9K +83.0 (+2.9%) | 6.10M +1.3M (+28.0%) | 0.11% +0.002 pp | 0.01% +0.002 pp | USD1,616.39 +28.6% | 20 qtrs — |
| 70 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 2.8K -350.0 (-11.1%) | 5.80M +549.9K (+10.5%) | 0.11% -0.014 pp | 0.01% +0.001 pp | USD1,537.50 +35.2% | 51 qtrs — |
| 71 | NEW YORK STATE COMMON RETIREMENT FUND | 2.5K -6.0 (-0.2%) | 5.22M +1.0M (+24.0%) | 0.10% -0.001 pp | 0.01% +0.002 pp | USD952.48 +118.2% | 43 qtrs — |
| 72 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2.5K +24.0 (+1.0%) | 5.11M +1.0M (+25.5%) | 0.10% +0.001 pp | 0.01% +0.001 pp | USD673.00 +208.8% | 52 qtrs — |
| 73 | DAVENPORT & CO LLC | 2.1K -50.0 (-2.3%) | 4.41M +779.4K (+21.5%) | 0.08% -0.002 pp | 0.02% +0.004 pp | USD728.81 +185.1% | 51 qtrs — |
| 74 | FORUM FINANCIAL MANAGEMENT, LP | 2.0K +— (+0.0%) | 4.19M +819.5K (+24.3%) | 0.08% +0.000 pp | 0.05% +0.008 pp | USD1,450.31 +43.3% | 17 qtrs — |
| 75 | PRICE T ROWE ASSOCIATES INC /MD/ | 2.0K +108.0 (+5.7%) | 4.14M +990.0K (+31.5%) | 0.08% +0.004 pp | 0.00% +0.000 pp | USD1,104.25 +88.2% | 75 qtrs — |
| 76 | LPL FINANCIAL LLC | 2.0K -341.0 (-14.8%) | 4.08M +229.7K (+6.0%) | 0.08% -0.014 pp | 0.00% +0.000 pp | USD1,466.23 +41.7% | 23 qtrs — |
| 77 | PARSONS CAPITAL MANAGEMENT INC/RI | 1.9K -10.0 (-0.5%) | 3.89M +744.3K (+23.7%) | 0.07% 0.000 pp | 0.21% +0.035 pp | USD1,392.91 +49.2% | 61 qtrs — |
| 78 | CITIGROUP INC | 1.8K +360.0 (+24.2%) | 3.84M +1.4M (+54.4%) | 0.07% +0.013 pp | 0.00% +0.001 pp | USD1,708.49 +21.6% | 63 qtrs — |
| 79 | JPMORGAN CHASE & CO | 1.8K -2.5K (-58.2%) | 3.75M -3.5M (-48.1%) | 0.07% -0.099 pp | 0.00% 0.000 pp | USD1,488.36 +39.6% | 51 qtrs — |
| 80 | ATLANTIC UNION BANKSHARES CORP | 1.8K +— (+0.0%) | 3.67M +717.5K (+24.3%) | 0.07% +0.000 pp | 0.07% +0.013 pp | USD1,671.52 +24.3% | 2 qtrs — |
| 81 | JANE STREET GROUP, LLC | 1.7K -3.1K (-64.6%) | 3.55M -4.5M (-56.0%) | 0.07% -0.123 pp | 0.00% -0.001 pp | USD1,799.65 +15.5% | 24 qtrs — |
| 82 | REGENCY CAPITAL MANAGEMENT INC.\DE | 1.6K +824.0 (+101.6%) | 3.40M +2.0M (+150.6%) | 0.06% +0.032 pp | 1.41% +0.769 pp | USD1,876.39 +10.7% | 2 qtrs — |
| 83 | OPPENHEIMER ASSET MANAGEMENT INC. | 1.5K -70.0 (-4.5%) | 3.12M +493.6K (+18.8%) | 0.06% -0.003 pp | 0.04% +0.010 pp | USD1,147.18 +81.1% | 36 qtrs — |
| 84 | RENAISSANCE TECHNOLOGIES LLC | 1.5K -350.0 (-18.9%) | 3.12M +25.1K (+0.8%) | 0.06% -0.014 pp | 0.00% +0.001 pp | USD1,671.52 +24.3% | 76 qtrs — |
| 85 | COLONY GROUP, LLC | 1.6K +257.0 (+19.0%) | 3.10M +836.9K (+37.0%) | 0.06% +0.010 pp | 0.00% 0.000 pp | USD1,772.10 +17.3% | 6 qtrs — |
| 86 | HIGHTOWER ADVISORS, LLC | 1.4K -18.0 (-1.2%) | 3.01M +558.1K (+22.8%) | 0.06% -0.001 pp | 0.00% +0.001 pp | USD1,645.53 +26.3% | 18 qtrs — |
| 87 | AGF MANAGEMENT LTD | 1.4K -372.0 (-20.9%) | 2.93M -49.4K (-1.7%) | 0.06% -0.015 pp | 0.01% 0.000 pp | USD1,538.69 +35.1% | 13 qtrs — |
| 88 | STIFEL FINANCIAL CORP | 1.3K -4.0 (-0.3%) | 2.73M +526.8K (+23.9%) | 0.05% -0.001 pp | 0.00% +0.000 pp | USD725.20 +186.5% | 48 qtrs — |
| 89 | CITADEL ADVISORS LLC | 1.2K +912.0 (+324.6%) | 2.48M +2.0M (+427.8%) | 0.05% +0.036 pp | 0.00% +0.000 pp | USD2,042.18 +1.8% | 4 qtrs — |
| 90 | AQUATIC CAPITAL MANAGEMENT LLC | 1.2K +415.0 (+54.2%) | 2.45M +1.2M (+91.8%) | 0.05% +0.016 pp | 0.07% +0.046 pp | USD1,814.49 +14.5% | 2 qtrs — |
| 91 | 1834 INVESTMENT ADVISORS CO | 1.2K +— (+0.0%) | 2.44M +478.2K (+24.3%) | 0.05% +0.000 pp | 0.31% +0.065 pp | USD851.28 +144.1% | 33 qtrs — |
| 92 | PECAUT & CO. | 1.2K +— (+0.0%) | 2.43M +474.4K (+24.3%) | 0.05% 0.000 pp | 0.78% +0.156 pp | USD870.98 +138.6% | 36 qtrs — |
| 93 | STATE OF NEW JERSEY COMMON PENSION FUND D | 1.1K -20.0 (-1.7%) | 2.36M +428.0K (+22.2%) | 0.04% -0.001 pp | 0.01% +0.001 pp | USD1,175.18 +76.8% | 19 qtrs — |
| 94 | JANUS HENDERSON GROUP PLC | 1.1K +— (+0.0%) | 2.34M +457.9K (+24.4%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD1,585.44 +31.1% | 18 qtrs — |
| 95 | LEUTHOLD GROUP, LLC | 1.1K -89.0 (-7.4%) | 2.32M +305.3K (+15.1%) | 0.04% -0.004 pp | 0.25% +0.030 pp | USD1,695.36 +22.6% | 6 qtrs — |
| 96 | MARSHALL WACE, LLP | 1.1K +1.1K (+100.0%) | 2.28M +2.3M (+100.0%) | 0.04% +0.043 pp | 0.00% +0.002 pp | USD2,078.03 +0.0% | 1 qtrs NEW |
| 97 | ROYAL BANK OF CANADA | 1.1K -673.0 (-38.0%) | 2.28M -678.0K (-22.9%) | 0.04% -0.027 pp | 0.00% 0.000 pp | USD1,373.76 +51.3% | 51 qtrs — |
| 98 | AUTUMN GLORY PARTNERS, LLC | 1.1K +— (+0.0%) | 2.24M +439.0K (+24.3%) | 0.04% +0.000 pp | 0.79% +0.045 pp | USD1,472.08 +41.2% | 17 qtrs — |
| 99 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 1.1K -47.0 (-4.2%) | 2.22M +356.4K (+19.1%) | 0.04% -0.002 pp | 0.02% +0.004 pp | USD1,893.56 +9.7% | 5 qtrs — |
| 100 | TREASURER OF THE STATE OF NORTH CAROLINA | 1.0K -91.0 (-8.1%) | 2.15M +269.0K (+14.3%) | 0.04% -0.004 pp | 0.01% +0.001 pp | USD1,076.94 +93.0% | 32 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.83
Neutral
Ratio by volume
2.76
Bullish
Buys
5
Sells
6
Shares acquired
4.2K
Shares disposed
1.5K
Cash buys
—
Cash sales
—
Net activity
+2,647
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-19 | SEELIG ROBERT LAWRENCE | Officer | G-Gift | D | Common Shares | 50 | 0.00 | — | 17,857 | D | ↗ |
| 2026-03-04 | Tanner David Allen | Director | G-Gift | D | Common Shares | 225 | 0.00 | — | 1,879 | D | ↗ |
| 2026-02-25 | SEELIG ROBERT LAWRENCE | Officer | A-Award | A | Common Shares (restricted) | 775 | 0.00 | — | 2,500 | D | ↗ |
| 2026-02-25 | Papamichael Michael A | Officer | A-Award | A | Common Shares (Restricted) | 500 | 0.00 | — | 1,200 | D | ↗ |
| 2026-02-25 | Hildreth Michaela | Officer | A-Award | A | Common Shares (Restricted) | 600 | 0.00 | — | 1,825 | D | ↗ |
| 2026-02-25 | Harrison Giles E | Officer | A-Award | A | Common Shares (restricted) | 775 | 0.00 | — | 2,675 | D | ↗ |
| 2026-02-25 | Caffrey Liam P | Director / Officer | A-Award | A | Common Shares (Restricted) | 1,500 | 0.00 | — | 3,650 | D | ↗ |
| 2026-01-01 | SEELIG ROBERT LAWRENCE | Officer | F-InKind | D | Common Shares | 398 | 2,078.03 | 827.1K | 17,907 | D | ↗ |
| 2026-01-01 | Papamichael Michael A | Officer | — | — | Common Shares | 0 | 0.00 | — | 503 | D | ↗ |
| 2026-01-01 | Hildreth Michaela | Officer | F-InKind | D | Common Shares | 274 | 2,078.03 | 569.4K | 2,491 | D | ↗ |
| 2026-01-01 | Caffrey Liam P | Officer | F-InKind | D | Common Shares | 425 | 2,078.03 | 883.2K | 1,655 | D | ↗ |
| 2025-12-23 | Hildreth Michaela | Officer | G-Gift | D | Common Shares | 60 | 0.00 | — | 2,165 | D | ↗ |
| 2025-12-19 | Rountree George Manning | Director / Officer | S-Sale | D | Common Shares | 5,000 | 2,050.00 | 10.25M | 13,809 | D | ↗ |
| 2025-12-19 | CAMPBELL REID TARLTON | Director | S-Sale | D | Common Shares | 5,000 | 0.00 | — | 10,440 | D | ↗ |
| 2025-12-16 | Gelston Philip A | Director | S-Sale | D | Common Shares | 165 | 2,048.51 | 338.0K | 1,568 | D | ↗ |
| 2025-11-25 | CAMPBELL REID TARLTON | Director | G-Gift | D | Common Shares | 50 | 0.00 | — | 15,440 | D | ↗ |
| 2025-11-10 | Tanner David Allen | Director | G-Gift | D | Common Shares | 4 | 0.00 | — | 2,104 | D | ↗ |
| 2025-05-22 | Yi Steven | Director | A-Award | A | Common Shares | 150 | 0.00 | — | 525 | D | ↗ |
| 2025-05-22 | Tanner David Allen | Director | A-Award | A | Common Shares | 150 | 0.00 | — | 2,108 | D | ↗ |
| 2025-05-22 | SHANK SUZANNE F. | Director | A-Award | A | Common Shares | 150 | 0.00 | — | 871 | D | ↗ |
| 2025-05-22 | Hicks Weston M | Director | A-Award | A | Common Shares | 210 | 0.00 | — | 2,746 | D | ↗ |
| 2025-05-22 | Gelston Philip A | Director | A-Award | A | Common Shares | 150 | 0.00 | — | 1,733 | D | ↗ |
| 2025-05-22 | Dillon Margaret | Director | A-Award | A | Common Shares | 150 | 0.00 | — | 945 | D | ↗ |
| 2025-05-22 | Carlson Peter M | Director | A-Award | A | Common Shares | 150 | 0.00 | — | 717 | D | ↗ |
| 2025-05-22 | CHOKSI MARY C | Director | A-Award | A | Common Shares | 150 | 0.00 | — | 1,858 | D | ↗ |
| 2025-05-22 | CAMPBELL REID TARLTON | Director | A-Award | A | Common Shares | 150 | 0.00 | — | 15,490 | D | ↗ |
| 2025-02-26 | SEELIG ROBERT LAWRENCE | Officer | A-Award | A | Common Shares (restricted) | 825 | 0.00 | — | 2,725 | D | ↗ |
| 2025-02-26 | Rountree George Manning | Director / Officer | A-Award | A | Common Shares (restricted) | 1,625 | 0.00 | — | 5,425 | D | ↗ |
| 2025-02-26 | Hildreth Michaela | Officer | A-Award | A | Common Shares (Restricted) | 625 | 0.00 | — | 1,825 | D | ↗ |
| 2025-02-26 | Harrison Giles E | Officer | A-Award | A | Common Shares (restricted) | 900 | 0.00 | — | 1,900 | D | ↗ |
| 2025-02-26 | Caffrey Liam P | Officer | A-Award | A | Common Shares (restricted) | 1,025 | 0.00 | — | 3,400 | D | ↗ |
| 2025-01-01 | SEELIG ROBERT LAWRENCE | Officer | F-InKind | D | Common Shares | 496 | 1,945.06 | 964.7K | 17,305 | D | ↗ |
| 2025-01-01 | Rountree George Manning | Director / Officer | F-InKind | D | Common Shares | 1,067 | 1,945.06 | 2.08M | 18,809 | D | ↗ |
| 2025-01-01 | Hildreth Michaela | Officer | F-InKind | D | Common Shares | 323 | 1,945.06 | 628.3K | 2,225 | D | ↗ |
| 2025-01-01 | Caffrey Liam P | Officer | F-InKind | D | Common Shares | 420 | 1,945.06 | 816.9K | 830 | D | ↗ |
| 2024-11-29 | Hildreth Michaela | Officer | G-Gift | D | Common Shares | 75 | 0.00 | — | 1,798 | D | ↗ |
| 2024-06-10 | Harrison Giles E | Officer | A-Award | A | Common Shares (restricted) | 1,000 | 0.00 | — | 1,000 | — | ↗ |
| 2024-05-23 | Yi Steven | Director | A-Award | A | Common Shares | 165 | 0.00 | — | 375 | — | ↗ |
| 2024-05-23 | Tanner David Allen | Director | A-Award | A | Common Shares | 165 | 0.00 | — | 1,958 | — | ↗ |
| 2024-05-23 | SHANK SUZANNE F. | Director | A-Award | A | Common Shares | 165 | 0.00 | — | 721 | — | ↗ |
| 2024-05-23 | Hicks Weston M | Director | A-Award | A | Common Shares | 230 | 0.00 | — | 2,536 | — | ↗ |
| 2024-05-23 | Gelston Philip A | Director | A-Award | A | Common Shares | 165 | 0.00 | — | 1,583 | — | ↗ |
| 2024-05-23 | Dillon Margaret | Director | A-Award | A | Common Shares | 165 | 0.00 | — | 795 | — | ↗ |
| 2024-05-23 | Carlson Peter M | Director | A-Award | A | Common Shares | 165 | 0.00 | — | 1,133 | — | ↗ |
| 2024-05-23 | CHOKSI MARY C | Director | A-Award | A | Common Shares | 165 | 0.00 | — | 1,708 | — | ↗ |
| 2024-05-23 | CAMPBELL REID TARLTON | Director | A-Award | A | Common Shares | 165 | 0.00 | — | 15,340 | — | ↗ |
| 2024-03-21 | CAMPBELL REID TARLTON | Director | G-Gift | D | Common Shares | 55 | 0.00 | — | 15,175 | — | ↗ |
| 2024-02-22 | SEELIG ROBERT LAWRENCE | Officer | A-Award | A | Common Shares (restricted) | 900 | 0.00 | — | 3,150 | — | ↗ |
| 2024-02-22 | Rountree George Manning | Director / Officer | A-Award | A | Common Shares (restricted) | 1,800 | 0.00 | — | 6,500 | — | ↗ |
| 2024-02-22 | Hildreth Michaela | Officer | A-Award | A | Common Shares (Restricted) | 600 | 0.00 | — | 1,950 | — | ↗ |
| 2024-02-22 | Caffrey Liam P | Officer | A-Award | A | Common Shares (restricted) | 1,125 | 0.00 | — | 3,625 | — | ↗ |
| 2024-02-22 | CAMPBELL REID TARLTON | Director | A-Award | A | Common Shares | 45 | 0.00 | — | 15,230 | — | ↗ |
| 2024-01-01 | SEELIG ROBERT LAWRENCE | Officer | F-InKind | D | Common Shares | 399 | 1,505.01 | 600.5K | 16,551 | — | ↗ |
| 2024-01-01 | Rountree George Manning | Director / Officer | F-InKind | D | Common Shares | 1,068 | 1,505.01 | 1.61M | 17,176 | — | ↗ |
| 2024-01-01 | Hildreth Michaela | Officer | F-InKind | D | Common Shares | 261 | 1,505.01 | 392.8K | 1,873 | — | ↗ |
| 2024-01-01 | CAMPBELL REID TARLTON | Officer | F-InKind | D | Common Shares | 710 | 1,505.01 | 1.07M | 15,185 | — | ↗ |
| 2023-12-01 | Hildreth Michaela | Officer | G-Gift | D | Common Shares | 100 | 0.00 | — | 1,534 | — | ↗ |
| 2023-11-17 | Hicks Weston M | Director | P-Purchase | A | Common Shares | 238 | 1,484.96 | 353.4K | 2,306 | D | ↗ |
| 2023-05-25 | Yi Steven | Director | A-Award | A | Common Shares | 180 | 0.00 | — | 210 | — | ↗ |
| 2023-05-25 | Tanner David Allen | Director | A-Award | A | Common Shares | 180 | 0.00 | — | 1,793 | — | ↗ |
| 2023-05-25 | SHANK SUZANNE F. | Director | A-Award | A | Common Shares | 180 | 0.00 | — | 556 | — | ↗ |
| 2023-05-25 | Hicks Weston M | Director | A-Award | A | Common Shares | 250 | 0.00 | — | 1,306 | — | ↗ |
| 2023-05-25 | Gelston Philip A | Director | A-Award | A | Common Shares | 180 | 0.00 | — | 1,418 | — | ↗ |
| 2023-05-25 | Dillon Margaret | Director | A-Award | A | Common Shares | 180 | 0.00 | — | 630 | — | ↗ |
| 2023-05-25 | Carlson Peter M | Director | A-Award | A | Common Shares | 180 | 0.00 | — | 968 | — | ↗ |
| 2023-05-25 | CHOKSI MARY C | Director | A-Award | A | Common Shares | 180 | 0.00 | — | 1,543 | — | ↗ |
| 2023-02-22 | SEELIG ROBERT LAWRENCE | Officer | A-Award | A | Common Shares (restricted) | 1,000 | 0.00 | — | 3,250 | — | ↗ |
| 2023-02-22 | Rountree George Manning | Director / Officer | A-Award | A | Common Shares (restricted) | 2,000 | 0.00 | — | 7,400 | — | ↗ |
| 2023-02-22 | Hildreth Michaela | Officer | A-Award | A | Common Shares (Restricted) | 600 | 0.00 | — | 1,950 | — | ↗ |
| 2023-02-22 | Hicks Weston M | Director | — | D | Common Shares | 0 | 0.00 | — | 1,000 | — | ↗ |
| 2023-02-22 | Caffrey Liam P | Officer | A-Award | A | Common Shares (restricted) | 1,250 | 0.00 | — | 2,500 | — | ↗ |
| 2023-01-01 | SEELIG ROBERT LAWRENCE | Officer | F-InKind | D | Common Shares | 359 | 1,414.33 | 507.7K | 15,950 | — | ↗ |
| 2023-01-01 | Rountree George Manning | Officer | F-InKind | D | Common Shares | 1,068 | 1,414.33 | 1.51M | 15,544 | — | ↗ |
| 2023-01-01 | Hildreth Michaela | Officer | F-InKind | D | Common Shares | 176 | 1,414.33 | 248.9K | 1,634 | — | ↗ |
| 2023-01-01 | CAMPBELL REID TARLTON | Officer | F-InKind | D | Common Shares | 710 | 1,414.33 | 1.00M | 14,095 | — | ↗ |
| 2022-12-28 | Hildreth Michaela | Officer | G-Gift | D | Common Shares | 53 | 0.00 | — | 1,410 | — | ↗ |
| 2022-12-28 | DAVIS MORGAN W | Director | G-Gift | D | Common Shares | 200 | 0.00 | — | 6,709 | — | ↗ |
| 2022-12-22 | Hildreth Michaela | Officer | S-Sale | D | Common Shares | 100 | 1,371.84 | 137.2K | 1,463 | — | ↗ |
| 2022-09-20 | DAVIS MORGAN W | Director | S-Sale | D | Common Shares | 945 | 1,400.00 | 1.32M | 6,909 | — | ↗ |
| 2022-09-20 | Carlson Peter M | Director | S-Sale | D | Common Shares | 200 | 1,400.00 | 280.0K | 788 | — | ↗ |
| 2022-06-01 | CAMPBELL REID TARLTON | Officer | G-Gift | D | Common Shares | 100 | 0.00 | — | 13,005 | — | ↗ |
| 2022-05-31 | Hildreth Michaela | Officer | S-Sale | D | Common Shares | 100 | 1,270.94 | 127.1K | 1,563 | — | ↗ |
| 2022-05-26 | Tanner David Allen | Director | A-Award | A | Common Shares | 225 | 0.00 | — | 1,613 | — | ↗ |
| 2022-05-26 | SHANK SUZANNE F. | Director | A-Award | A | Common Shares | 225 | 0.00 | — | 376 | — | ↗ |
| 2022-05-26 | Gelston Philip A | Director | A-Award | A | Common Shares | 225 | 0.00 | — | 1,238 | — | ↗ |
| 2022-05-26 | Dillon Margaret | Director | A-Award | A | Common Shares | 225 | 0.00 | — | 450 | — | ↗ |
| 2022-05-26 | DAVIS MORGAN W | Director | A-Award | A | Common Shares | 315 | 0.00 | — | 7,854 | — | ↗ |
| 2022-05-26 | Carlson Peter M | Director | A-Award | A | Common Shares | 225 | 0.00 | — | 988 | — | ↗ |
| 2022-05-26 | CHOKSI MARY C | Director | A-Award | A | Common Shares | 225 | 0.00 | — | 1,363 | — | ↗ |
| 2022-05-16 | SEELIG ROBERT LAWRENCE | Officer | G-Gift | D | Common Shares | 25 | 0.00 | — | 15,409 | — | ↗ |
| 2022-03-01 | Caffrey Liam P | Officer | — | D | Common Shares (restricted) | 0 | 0.00 | — | 1,250 | — | ↗ |
| 2022-02-25 | SEELIG ROBERT LAWRENCE | Officer | A-Award | A | Common Shares | 750 | 0.00 | — | 15,434 | — | ↗ |
| 2022-02-25 | Rountree George Manning | Director / Officer | A-Award | A | Common Shares (restricted) | 2,700 | 0.00 | — | 8,100 | — | ↗ |
| 2022-02-25 | Hildreth Michaela | Officer | A-Award | A | Common Shares (Restricted) | 750 | 0.00 | — | 1,750 | — | ↗ |
| 2022-01-01 | Rountree George Manning | Director / Officer | F-InKind | D | Common Shares | 1,187 | 1,013.90 | 1.20M | 13,912 | — | ↗ |
| 2022-01-01 | Hildreth Michaela | Officer | F-InKind | D | Common Shares | 178 | 1,013.90 | 180.5K | 1,663 | — | ↗ |
| 2022-01-01 | CAMPBELL REID TARLTON | Officer | F-InKind | D | Common Shares | 800 | 1,013.90 | 811.1K | 13,105 | — | ↗ |
| 2021-12-08 | DAVIS MORGAN W | Director | G-Gift | D | Common Shares | 150 | 0.00 | — | 7,539 | — | ↗ |
| 2021-10-10 | SHANK SUZANNE F. | Director | — | D | Common Shares | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-18 | Hildreth Michaela | Officer | G-Gift | D | Common Shares | 65 | 0.00 | — | 1,441 | — | ↗ |
| 2021-06-07 | SEELIG ROBERT LAWRENCE | Officer | G-Gift | D | Common Shares | 41 | 0.00 | — | 13,684 | — | ↗ |
| 2021-05-27 | Tanner David Allen | Director | A-Award | A | Common Shares | 225 | 0.00 | — | 1,388 | — | ↗ |
| 2021-05-27 | Gelston Philip A | Director | A-Award | A | Common Shares | 225 | 0.00 | — | 1,013 | — | ↗ |
| 2021-05-27 | Dillon Margaret | Director | A-Award | A | Common Shares | 225 | 0.00 | — | 225 | — | ↗ |
| 2021-05-27 | DAVIS MORGAN W | Director | A-Award | A | Common Shares | 315 | 0.00 | — | 1,030 | — | ↗ |
| 2021-05-27 | Carlson Peter M | Director | A-Award | A | Common Shares | 225 | 0.00 | — | 763 | — | ↗ |
| 2021-05-27 | CHOKSI MARY C | Director | A-Award | A | Common Shares | 225 | 0.00 | — | 1,138 | — | ↗ |
| 2021-05-14 | Hildreth Michaela | Officer | — | D | Common Shares | 0 | 0.00 | — | 1,506 | — | ↗ |
| 2021-03-17 | SEELIG ROBERT LAWRENCE | Officer | G-Gift | D | Common Shares | 45 | 0.00 | — | 13,725 | — | ↗ |
| 2021-02-25 | SEELIG ROBERT LAWRENCE | Officer | A-Award | A | Common Shares (restricted) | 1,000 | 0.00 | — | 2,900 | — | ↗ |
| 2021-02-25 | Rountree George Manning | Director / Officer | A-Award | A | Common Shares (restricted) | 2,700 | 0.00 | — | 8,400 | — | ↗ |
| 2021-02-25 | CAMPBELL REID TARLTON | Officer | A-Award | A | Common Shares (Restricted) | 1,800 | 0.00 | — | 5,600 | — | ↗ |
| 2021-02-09 | DAVIS MORGAN W | Director | S-Sale | D | Common Shares | 337 | 1,117.00 | 376.4K | 715 | — | ↗ |
| 2021-01-01 | SEELIG ROBERT LAWRENCE | Officer | F-InKind | D | Common Shares | 715 | 1,000.66 | 715.5K | 13,770 | — | ↗ |
| 2021-01-01 | Rountree George Manning | Director / Officer | F-InKind | D | Common Shares | 1,187 | 1,000.66 | 1.19M | 12,099 | — | ↗ |
| 2021-01-01 | PALMER JESS BRIAN | Officer | F-InKind | D | Common Shares | 229 | 1,000.66 | 229.2K | 1,703 | — | ↗ |
| 2021-01-01 | CAMPBELL REID TARLTON | Officer | F-InKind | D | Common Shares | 930 | 1,000.66 | 930.6K | 11,905 | — | ↗ |
| 2020-12-09 | DAVIS MORGAN W | Director | G-Gift | D | Common Shares | 100 | 0.00 | — | 1,900 | — | ↗ |
| 2020-12-08 | CAMPBELL REID TARLTON | Officer | G-Gift | D | Common Shares | 30 | 0.00 | — | 10,835 | — | ↗ |
| 2020-12-01 | PALMER JESS BRIAN | Officer | G-Gift | D | Common Shares | 31 | 0.00 | — | 1,432 | — | ↗ |
| 2020-05-21 | Tanner David Allen | Director | A-Award | A | Common Shares | 225 | 0.00 | — | 1,163 | — | ↗ |
| 2020-05-21 | HOLIDAY EDITH E | Director | A-Award | A | Common Shares | 225 | 0.00 | — | 2,827 | — | ↗ |
| 2020-05-21 | Gelston Philip A | Director | A-Award | A | Common Shares | 225 | 0.00 | — | 788 | — | ↗ |
| 2020-05-21 | DAVIS MORGAN W | Director | A-Award | A | Common Shares | 315 | 0.00 | — | 8,004 | — | ↗ |
| 2020-05-21 | Carlson Peter M | Director | A-Award | A | Common Shares | 225 | 0.00 | — | 538 | — | ↗ |
| 2020-05-21 | CHOKSI MARY C | Director | A-Award | A | Common Shares | 225 | 0.00 | — | 913 | — | ↗ |
| 2020-03-24 | DAVIS MORGAN W | Director | P-Purchase | A | Common Shares | 390 | 715.00 | 278.9K | 7,029 | — | ↗ |
| 2020-02-27 | SEELIG ROBERT LAWRENCE | Officer | A-Award | A | Common Shares (restricted) | 900 | 0.00 | — | 3,700 | — | ↗ |
| 2020-02-27 | Rountree George Manning | Director / Officer | A-Award | A | Common Shares (restricted) | 2,700 | 0.00 | — | 8,700 | — | ↗ |
| 2020-02-27 | PALMER JESS BRIAN | Officer | A-Award | A | Common Shares (restricted) | 450 | 0.00 | — | 1,450 | — | ↗ |
| 2020-02-27 | CAMPBELL REID TARLTON | Officer | A-Award | A | Common Shares (Restricted) | 1,800 | 0.00 | — | 5,800 | — | ↗ |
| 2020-02-27 | Bazos Frank R | Officer | A-Award | A | Common Shares | 1,700 | 0.00 | — | 3,600 | — | ↗ |
| 2020-01-01 | SEELIG ROBERT LAWRENCE | Officer | F-InKind | D | Common Shares | 793 | 1,115.51 | 884.6K | 12,685 | — | ↗ |
| 2020-01-01 | Rountree George Manning | Director / Officer | F-InKind | D | Common Shares | 1,186 | 1,115.51 | 1.32M | 10,286 | — | ↗ |
| 2020-01-01 | PALMER JESS BRIAN | Officer | F-InKind | D | Common Shares | 254 | 1,115.51 | 283.3K | 1,463 | — | ↗ |
| 2020-01-01 | CAMPBELL REID TARLTON | Officer | F-InKind | D | Common Shares | 1,045 | 1,115.51 | 1.17M | 10,865 | — | ↗ |
| 2019-12-17 | DAVIS MORGAN W | Director | G-Gift | D | Common Shares | 1,350 | 0.00 | — | 2,000 | — | ↗ |
| 2019-12-10 | SMITH LOWNDES ANDREW | Director | S-Sale | D | Common Shares | 200 | 1,105.76 | 221.2K | 1,102 | — | ↗ |
| 2019-09-25 | CAMPBELL REID TARLTON | Officer | G-Gift | D | Common Shares | 90 | 0.00 | — | 9,660 | — | ↗ |
| 2019-09-24 | PALMER JESS BRIAN | Officer | G-Gift | D | Common Shares | 32 | 0.00 | — | 1,157 | — | ↗ |
| 2019-08-12 | SEELIG ROBERT LAWRENCE | Officer | G-Gift | D | Common Shares | 45 | 0.00 | — | 11,478 | — | ↗ |
| 2019-08-08 | SMITH LOWNDES ANDREW | Director | S-Sale | D | Common Shares | 279 | 1,088.01 | 303.6K | 2,023 | — | ↗ |
| 2019-06-24 | SEELIG ROBERT LAWRENCE | Officer | S-Sale | D | Common Shares | 160 | 1,039.50 | 166.3K | 12,363 | — | ↗ |
| 2019-06-18 | PALMER JESS BRIAN | Officer | S-Sale | D | Common Shares | 431 | 1,016.57 | 438.1K | 1,189 | — | ↗ |
| 2019-06-10 | SMITH LOWNDES ANDREW | Director | S-Sale | D | Common Shares | 200 | 1,005.40 | 201.1K | 2,602 | — | ↗ |
| 2019-06-10 | PALMER JESS BRIAN | Officer | G-Gift | D | Common Shares | 310 | 0.00 | — | 1,620 | — | ↗ |
| 2019-05-23 | Tanner David Allen | Director | A-Award | A | Common Shares | 250 | 0.00 | — | 938 | — | ↗ |
| 2019-05-23 | SMITH LOWNDES ANDREW | Director | A-Award | A | Common Shares | 250 | 0.00 | — | 2,802 | — | ↗ |
| 2019-05-23 | HOLIDAY EDITH E | Director | A-Award | A | Common Shares | 250 | 0.00 | — | 2,602 | — | ↗ |
| 2019-05-23 | Gelston Philip A | Director | A-Award | A | Common Shares | 250 | 0.00 | — | 563 | — | ↗ |
| 2019-05-23 | DAVIS MORGAN W | Director | A-Award | A | Common Shares | 350 | 0.00 | — | 3,350 | — | ↗ |
| 2019-05-23 | Carlson Peter M | Director | A-Award | A | Common Shares | 250 | 0.00 | — | 313 | — | ↗ |
| 2019-05-23 | CHOKSI MARY C | Director | A-Award | A | Common Shares | 250 | 0.00 | — | 688 | — | ↗ |
| 2019-05-23 | Brouillette Yves | Director | A-Award | A | Common Shares | 404 | 0.00 | — | 4,121 | — | ↗ |
| 2019-05-09 | SEELIG ROBERT LAWRENCE | Officer | S-Sale | D | Common Shares | 83 | 985.20 | 81.8K | 13,523 | — | ↗ |
| 2019-05-01 | Bazos Frank R | Officer | — | D | Common Shares | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-04-25 | DAVIS MORGAN W | Director | S-Sale | D | Common Shares | 554 | 928.40 | 514.3K | 3,000 | — | ↗ |
| 2019-04-23 | DAVIS MORGAN W | Director | S-Sale | D | Common Shares | 696 | 910.11 | 633.4K | 3,554 | — | ↗ |
| 2019-04-16 | DAVIS MORGAN W | Director | S-Sale | D | Common Shares | 354 | 912.90 | 323.2K | 4,250 | — | ↗ |
| 2019-04-12 | DAVIS MORGAN W | Director | S-Sale | D | Common Shares | 585 | 916.95 | 536.4K | 4,604 | — | ↗ |
| 2019-04-10 | DAVIS MORGAN W | Director | S-Sale | D | Common Shares | 412 | 914.99 | 377.0K | 5,189 | — | ↗ |
| 2019-04-04 | DAVIS MORGAN W | Director | S-Sale | D | Common Shares | 910 | 923.65 | 840.5K | 5,601 | — | ↗ |
| 2019-04-02 | DAVIS MORGAN W | Director | S-Sale | D | Common Shares | 362 | 925.00 | 334.9K | 6,511 | — | ↗ |
| 2019-04-01 | DAVIS MORGAN W | Director | S-Sale | D | Common Shares | 852 | 924.15 | 787.4K | 6,873 | — | ↗ |
| 2019-03-27 | DAVIS MORGAN W | Director | S-Sale | D | Common Shares | 601 | 922.66 | 554.5K | 7,725 | — | ↗ |
| 2019-03-26 | Tanner David Allen | Director | P-Purchase | A | Common Shares | 495 | 918.46 | 454.6K | 688 | — | ↗ |
| 2019-03-26 | SMITH LOWNDES ANDREW | Director | S-Sale | D | Common Shares | 400 | 916.70 | 366.7K | 2,552 | — | ↗ |
| 2019-03-22 | DAVIS MORGAN W | Director | S-Sale | D | Common Shares | 709 | 914.00 | 648.0K | 8,326 | — | ↗ |
| 2019-03-19 | DAVIS MORGAN W | Director | S-Sale | D | Common Shares | 954 | 925.21 | 882.7K | 9,035 | — | ↗ |
| 2019-03-13 | DAVIS MORGAN W | Director | S-Sale | D | Common Shares | 631 | 907.94 | 572.9K | 9,989 | — | ↗ |
| 2019-03-12 | Brouillette Yves | Director | S-Sale | D | Common Shares | 161 | 908.00 | 146.2K | 4,824 | — | ↗ |
| 2019-03-11 | Brouillette Yves | Director | S-Sale | D | Common Shares | 574 | 910.05 | 522.4K | 5,885 | — | ↗ |
| 2019-03-06 | SEELIG ROBERT LAWRENCE | Officer | S-Sale | D | Common Shares | 1,000 | 958.49 | 958.5K | 13,606 | — | ↗ |
| 2019-03-05 | SEELIG ROBERT LAWRENCE | Officer | S-Sale | D | Common Shares | 50 | 950.25 | 47.5K | 15,461 | — | ↗ |
| 2019-02-28 | SEELIG ROBERT LAWRENCE | Officer | A-Award | A | Common Shares (restricted) | 1,000 | 0.00 | — | 4,800 | — | ↗ |
| 2019-02-28 | Rountree George Manning | Director / Officer | A-Award | A | Common Shares (restricted) | 3,000 | 0.00 | — | 9,000 | — | ↗ |
| 2019-02-28 | PALMER JESS BRIAN | Officer | A-Award | A | Common Shares (restricted) | 500 | 0.00 | — | 1,560 | — | ↗ |
| 2019-02-28 | CAMPBELL REID TARLTON | Officer | A-Award | A | Common Shares (Restricted) | 2,000 | 0.00 | — | 6,250 | — | ↗ |
| 2019-02-27 | Carlson Peter M | Director | — | D | Common Shares | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-01-01 | SEELIG ROBERT LAWRENCE | Officer | F-InKind | D | Common Shares | 794 | 857.69 | 681.0K | 15,606 | — | ↗ |
| 2019-01-01 | Rountree George Manning | Director / Officer | F-InKind | D | Common Shares | 1,188 | 857.69 | 1.02M | 8,472 | — | ↗ |
| 2019-01-01 | PALMER JESS BRIAN | Officer | F-InKind | D | Common Shares | 256 | 857.69 | 219.6K | 1,930 | — | ↗ |
| 2019-01-01 | CAMPBELL REID TARLTON | Officer | F-InKind | D | Common Shares | 1,050 | 857.69 | 900.6K | 9,750 | — | ↗ |
| 2018-12-20 | SMITH LOWNDES ANDREW | Director | S-Sale | D | Common Shares | 100 | 846.30 | 84.6K | 3,052 | — | ↗ |
| 2018-11-29 | DAVIS MORGAN W | Director | G-Gift | D | Common Shares | 330 | 0.00 | — | 17,259 | — | ↗ |
| 2018-09-20 | SEELIG ROBERT LAWRENCE | Officer | G-Gift | D | Common Shares | 50 | 0.00 | — | 14,400 | — | ↗ |
| 2018-08-23 | Tanner David Allen | Director | A-Award | A | Common Shares | 188 | 0.00 | — | 188 | — | ↗ |
| 2018-08-17 | SEELIG ROBERT LAWRENCE | Officer | G-Gift | D | Common Shares | 45 | 0.00 | — | 14,450 | — | ↗ |
| 2018-06-06 | PALMER JESS BRIAN | Officer | G-Gift | D | Common Shares | 28 | 0.00 | — | 1,626 | — | ↗ |
| 2018-05-24 | Tolman Gary Charles | Director | A-Award | A | Common Shares | 250 | 0.00 | — | 1,822 | — | ↗ |
| 2018-05-24 | SMITH LOWNDES ANDREW | Director | A-Award | A | Common Shares | 250 | 0.00 | — | 3,152 | — | ↗ |
| 2018-05-24 | HOLIDAY EDITH E | Director | A-Award | A | Common Shares | 250 | 0.00 | — | 2,352 | — | ↗ |
| 2018-05-24 | Gelston Philip A | Director | A-Award | A | Common Shares | 250 | 0.00 | — | 313 | — | ↗ |
| 2018-05-24 | DAVIS MORGAN W | Director | A-Award | A | Common Shares | 350 | 0.00 | — | 17,589 | — | ↗ |
| 2018-05-24 | CHOKSI MARY C | Director | A-Award | A | Common Shares | 250 | 0.00 | — | 438 | — | ↗ |
| 2018-05-24 | Brouillette Yves | Director | A-Award | A | Common Shares | 415 | 0.00 | — | 7,077 | — | ↗ |
| 2018-05-15 | DAVIS MORGAN W | Director | S-Sale | D | Common Shares | 100 | 891.25 | 89.1K | 17,739 | — | ↗ |
| 2018-05-07 | SEELIG ROBERT LAWRENCE | Officer | S-Sale | D | Common Shares | 2,952 | 875.00 | 2.58M | 14,494 | — | ↗ |
| 2018-05-04 | SEELIG ROBERT LAWRENCE | Officer | G-Gift | D | Common Shares | 50 | 0.00 | — | 17,446 | — | ↗ |
| 2018-04-06 | DAVIS MORGAN W | Director | G-Gift | D | Common Shares | 2,450 | 0.00 | — | 18,339 | — | ↗ |
Executive team
Top executives
EBIT / Employee
862.2K
Shares Outstanding
2.48M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | G. Manning Rountree Chief Executive Officer | 600.0K | — | 5.95M | — | 1.20M | 309.7K | 8.06M | 73.84% | ↗ |
| 2 | 2025 | Liam P. Caffrey President & Chief Financial Officer | 600.0K | — | 3.76M | — | 1.20M | 389.5K | 5.95M | 63.17% | ↗ |
| 3 | 2025 | Giles E. Harrison Executive Vice President & Chief Strategy Officer | 600.0K | 250.0K | 3.30M | — | 1.20M | 20.8K | 5.37M | 61.43% | ↗ |
| 4 | 2025 | Robert L. Seelig Executive Vice President & General Counsel | 600.0K | — | 3.02M | — | 1.20M | 119.0K | 4.94M | 61.17% | ↗ |
| 5 | 2025 | Michaela J. Hildreth Managing Director & Chief Accounting Officer | 600.0K | — | 2.29M | — | 1.20M | 23.1K | 4.11M | 55.68% | ↗ |
| 6 | 2024 | G. Manning Rountree Chief Executive Officer | 600.0K | — | 6.35M | — | 211.5K | 258.9K | 7.42M | 85.58% | ↗ |
| 7 | 2024 | Liam P. Caffrey Executive Vice President & Chief Financial Officer | 600.0K | 325.0K | 3.97M | — | 211.5K | 361.1K | 5.47M | 72.61% | ↗ |
| 8 | 2024 | Liam P. Caffrey President & Chief Financial Officer | 600.0K | 325.0K | 3.97M | — | 211.5K | 361.1K | 5.47M | 72.61% | ↗ |
| 9 | 2024 | Giles E. Harrison Executive Vice President & Chief Strategy Officer | 334.6K | 250.0K | 3.45M | — | 211.5K | 43.5K | 4.29M | 80.45% | ↗ |
| 10 | 2024 | Robert L. Seelig Executive Vice President & General Counsel | 600.0K | — | 3.18M | — | 211.5K | 152.7K | 4.14M | 76.71% | ↗ |
| 11 | 2024 | Michaela J. Hildreth Managing Director & Chief Accounting Officer | 600.0K | — | 2.12M | — | 211.5K | 22.1K | 2.95M | 71.75% | ↗ |
| 12 | 2024 | Michaela Hildreth Managing Director & Chief Accounting Officer | 600.0K | — | 2.12M | — | 211.5K | 22.1K | 2.95M | 71.75% | ↗ |
| 13 | 2023 | G. Manning Rountree Chief Executive Officer | 584.6K | — | 5.87M | — | 765.0K | 354.5K | 7.58M | 77.51% | ↗ |
| 14 | 2023 | Liam P. Caffrey President & Chief Financial Officer | 584.6K | 325.0K | 3.67M | — | 765.0K | 335.9K | 5.68M | 64.61% | ↗ |
| 15 | 2023 | Liam P. Caffrey Executive Vice President & Chief Financial Officer | 584.6K | 325.0K | 3.67M | — | 765.0K | 335.9K | 5.68M | 64.61% | ↗ |
| 16 | 2023 | Robert L. Seelig Executive Vice President & General Counsel | 584.6K | — | 2.94M | — | 765.0K | 116.2K | 4.40M | 66.70% | ↗ |
| 17 | 2023 | Michaela J. Hildreth Managing Director & Chief Accounting Officer | 584.6K | — | 1.76M | — | 765.0K | 26.2K | 3.14M | 56.15% | ↗ |
| 18 | 2023 | Michaela Hildreth Managing Director & Chief Accounting Officer | 584.6K | — | 1.76M | — | 765.0K | 26.2K | 3.14M | 56.15% | ↗ |
| 19 | 2023 | Reid T. Campbell President | 584.6K | — | — | — | 765.0K | 218.1K | 1.57M | 0.00% | ↗ |
| 20 | 2022 | G. Manning Rountree Chief Executive Officer | 500.0K | — | 5.60M | — | 750.0K | 337.5K | 7.19M | 77.93% | ↗ |
| 21 | 2022 | Liam P. Caffrey Executive Vice President & Chief Financial Officer | 421.2K | 325.0K | 2.59M | — | 750.0K | 325.1K | 4.42M | 58.76% | ↗ |
| 22 | 2022 | Robert L. Seelig Executive Vice President & General Counsel | 500.0K | — | 2.59M | — | 750.0K | 113.1K | 3.96M | 65.56% | ↗ |
| 23 | 2022 | Michaela Hildreth Managing Director & Chief Accounting Officer | 488.5K | — | 1.56M | — | 750.0K | 23.8K | 2.82M | 55.22% | ↗ |
| 24 | 2022 | Reid T. Campbell President & Former Chief Financial Officer | 500.0K | — | — | — | 750.0K | 235.7K | 1.49M | 0.00% | ↗ |
| 25 | 2022 | Reid T. Campbell President | 500.0K | — | — | — | 750.0K | 235.7K | 1.49M | 0.00% | ↗ |
| 26 | 2021 | G. Manning Rountree Chief Executive Officer | 500.0K | — | 6.48M | — | — | 207.1K | 7.19M | 90.16% | ↗ |
| 27 | 2021 | Reid T. Campbell Executive Vice President & Chief Financial Officer | 500.0K | — | 4.32M | — | — | 219.2K | 5.04M | 85.72% | ↗ |
| 28 | 2021 | Reid T. Campbell President & Former Chief Financial Officer | 500.0K | — | 4.32M | — | — | 219.2K | 5.04M | 85.72% | ↗ |
| 29 | 2021 | Reid T. Campbell President | 500.0K | — | 4.32M | — | — | 219.2K | 5.04M | 85.72% | ↗ |
| 30 | 2021 | Robert L. Seelig Executive Vice President & General Counsel | 500.0K | — | 2.40M | — | — | 95.2K | 2.99M | 80.12% | ↗ |
| 31 | 2021 | Michaela Hildreth Managing Director & Chief Accounting Officer Former Executive Officer: | 417.3K | — | 1.44M | — | — | 55.2K | 1.91M | 75.29% | ↗ |
| 32 | 2021 | Michaela Hildreth Managing Director & Chief Accounting Officer | 417.3K | — | 1.44M | — | — | 55.2K | 1.91M | 75.29% | ↗ |
| 33 | 2021 | Frank R. Bazos Former Executive Vice President & Head of Mergers & Acquisitions | 288.5K | 500.0K | — | — | — | 893.9K | 1.68M | 0.00% | ↗ |
| 34 | 2020 | G. Manning Rountree Chief Executive Officer | 500.0K | — | 5.79M | — | 750.0K | 132.2K | 7.17M | 80.72% | ↗ |
| 35 | 2020 | Frank R. Bazos Executive Vice President & Head of Mergers & Acquisitions | 500.0K | 500.0K | 3.64M | — | 750.0K | 22.6K | 5.42M | 67.28% | ↗ |
| 36 | 2020 | Frank R. Bazos Former Executive Vice President & Head of Mergers & Acquisitions | 500.0K | 500.0K | 3.64M | — | 750.0K | 22.6K | 5.42M | 67.28% | ↗ |
| 37 | 2020 | Reid T. Campbell Executive Vice President & Chief Financial Officer | 500.0K | — | 3.86M | — | 750.0K | 146.4K | 5.26M | 73.43% | ↗ |
| 38 | 2020 | Reid T. Campbell President & Former Chief Financial Officer | 500.0K | — | 3.86M | — | 750.0K | 146.4K | 5.26M | 73.43% | ↗ |
| 39 | 2020 | Robert L. Seelig Executive Vice President & General Counsel | 500.0K | — | 1.93M | — | 750.0K | 29.5K | 3.21M | 60.13% | ↗ |
| 40 | 2020 | J. Brian Palmer Managing Director and Chief Accounting Officer | 400.0K | — | 964.7K | — | 600.0K | 20.7K | 1.99M | 48.59% | ↗ |
| 41 | 2019 | G. Manning Rountree Chief Executive Officer | 500.0K | — | 5.61M | — | 528.8K | 221.3K | 6.86M | 81.77% | ↗ |
| 42 | 2019 | Reid T. Campbell Executive Vice President & Chief Financial Officer | 500.0K | — | 3.74M | — | 528.8K | 140.4K | 4.91M | 76.18% | ↗ |
| 43 | 2019 | Frank R. Bazos Former Executive Vice President & Head of Mergers & Acquisitions | 323.1K | 875.0K | 3.50M | — | — | 29.3K | 4.73M | 74.03% | ↗ |
| 44 | 2019 | Frank R. Bazos Executive Vice President & Head of Mergers & Acquisitions | 323.1K | 875.0K | 3.50M | — | — | 29.3K | 4.73M | 74.03% | ↗ |
| 45 | 2019 | Robert L. Seelig Executive Vice President & General Counsel | 500.0K | — | 1.87M | — | 528.8K | 61.3K | 2.96M | 63.17% | ↗ |
| 46 | 2019 | J. Brian Palmer Managing Director and Chief Accounting Officer | 400.0K | — | 934.7K | — | 423.0K | 23.8K | 1.78M | 52.47% | ↗ |
| 47 | 2018 | G. Manning Rountree Chief Executive Officer | 500.0K | 375.0K | 5.19M | — | — | 186.5K | 6.25M | 83.01% | ↗ |
| 48 | 2018 | Reid T. Campbell Executive Vice President & Chief Financial Officer | 500.0K | 375.0K | 3.24M | — | — | 144.5K | 4.26M | 76.07% | ↗ |
| 49 | 2018 | Robert L. Seelig Executive Vice President & General Counsel | 500.0K | 250.0K | 2.92M | — | — | 65.1K | 3.73M | 78.16% | ↗ |
| 50 | 2018 | J. Brian Palmer Managing Director and Chief Accounting Officer | 400.0K | 300.0K | 810.3K | — | — | 28.4K | 1.54M | 52.66% | ↗ |
| 51 | 2017 | Raymond Barrette Former Chairman and CEO | 96.2K | 187.5K | — | — | — | 21.28M | 21.56M | 0.00% | ↗ |
| 52 | 2017 | David T. Foy Former Executive Vice President and CFO | 500.0K | 656.3K | — | — | — | 7.72M | 8.87M | 0.00% | ↗ |
| 53 | 2017 | G. Manning Rountree Chief Executive Officer | 500.0K | 500.0K | 5.49M | — | — | 140.5K | 6.63M | 82.81% | ↗ |
| 54 | 2017 | Reid T. Campbell Executive Vice President & Chief Financial Officer | 500.0K | 750.0K | 5.10M | — | — | 85.7K | 6.43M | 79.26% | ↗ |
| 55 | 2017 | T. Michael Miller | 503.8K | 4.00M | 1.57M | — | — | 199.0K | 6.27M | 25.03% | ↗ |
| 56 | 2017 | Robert L. Seelig Executive Vice President & General Counsel | 500.0K | 500.0K | 3.79M | — | — | 57.7K | 4.85M | 78.17% | ↗ |
| 57 | 2017 | David B. Linker President of WM Advisors | 500.0K | 825.0K | 2.84M | — | — | 16.4K | 4.18M | 68.04% | ↗ |
| 58 | 2017 | J. Brian Palmer Managing Director and Chief Accounting Officer Former Executive Officers: | 390.4K | 600.0K | 1.06M | — | — | 13.5K | 2.06M | 51.38% | ↗ |
| 59 | 2017 | J. Brian Palmer Managing Director and Chief Accounting Officer | 390.4K | 600.0K | 1.06M | — | — | 13.5K | 2.06M | 51.38% | ↗ |
| 60 | 2016 | G. Manning Rountree Executive Vice President of the Company and President of WM Capital | 345.2K | 315.0K | 7.87M | — | — | 61.6K | 8.59M | 91.60% | ↗ |
| 61 | 2016 | G. Manning Rountree Chief Executive Officer | 345.2K | 315.0K | 7.87M | — | — | 61.6K | 8.59M | 91.60% | ↗ |
| 62 | 2016 | Allan L. Waters President and CEO of Sirius Group | 145.8K | 7.10M | — | — | — | 26.3K | 7.27M | 0.00% | ↗ |
| 63 | 2016 | Robert L. Seelig Managing Director and General Counsel | 500.0K | 2.32M | 3.06M | — | — | 46.1K | 5.92M | 51.64% | ↗ |
| 64 | 2016 | Robert L. Seelig Executive Vice President & General Counsel | 500.0K | 2.32M | 3.06M | — | — | 46.1K | 5.92M | 51.64% | ↗ |
| 65 | 2016 | David T. Foy Executive Vice President and CFO | 500.0K | 315.0K | 4.49M | — | — | 23.4K | 5.33M | 84.27% | ↗ |
| 66 | 2016 | David T. Foy Former Executive Vice President and CFO | 500.0K | 315.0K | 4.49M | — | — | 23.4K | 5.33M | 84.27% | ↗ |
| 67 | 2016 | Raymond Barrette Chairman and CEO | 500.0K | 337.5K | 3.82M | — | — | 256.5K | 4.91M | 77.73% | ↗ |
| 68 | 2016 | Raymond Barrette Former Chairman and CEO | 500.0K | 337.5K | 3.82M | — | — | 256.5K | 4.91M | 77.73% | ↗ |
| 69 | 2016 | Reid T. Campbell Executive Vice President & Chief Financial Officer | 500.0K | 315.0K | 3.06M | — | — | 35.0K | 3.91M | 78.24% | ↗ |
| 70 | 2016 | Reid T. Campbell Managing Director of WM Capital and President of WM Advisors | 500.0K | 315.0K | 3.06M | — | — | 35.0K | 3.91M | 78.24% | ↗ |
| 71 | 2015 | Raymond Barrette Chairman and CEO | 500.0K | 750.0K | 6.65M | — | — | 230.2K | 8.13M | 81.79% | ↗ |
| 72 | 2015 | Raymond Barrette Former Chairman and CEO | 500.0K | 750.0K | 6.65M | — | — | 230.1K | 8.13M | 81.79% | ↗ |
| 73 | 2015 | Allan L. Waters President and CEO of Sirius Group | 500.0K | 267.9K | 1.60M | — | 5.53M | 139.9K | 8.04M | 19.85% | ↗ |
| 74 | 2015 | David T. Foy Executive Vice President and CFO | 500.0K | 750.0K | 3.99M | — | — | 140.9K | 5.38M | 74.15% | ↗ |
| 75 | 2015 | David T. Foy Former Executive Vice President and CFO | 500.0K | 750.0K | 3.99M | — | — | 140.9K | 5.38M | 74.15% | ↗ |
| 76 | 2015 | Reid T. Campbell Managing Director of WM Capital and President of WM Advisors | 500.0K | 850.0K | 3.32M | — | — | 30.2K | 4.68M | 70.97% | ↗ |
| 77 | 2015 | Reid T. Campbell Managing Director of White Mountains Capital, Inc. and President of WM Advisors | 500.0K | 850.0K | 3.32M | — | — | 30.2K | 4.68M | 70.97% | ↗ |
| 78 | 2015 | Reid T. Campbell Executive Vice President & Chief Financial Officer | 500.0K | 850.0K | 3.32M | — | — | 30.2K | 4.68M | 70.97% | ↗ |
| 79 | 2015 | Robert L. Seelig Managing Director and General Counsel | 478.8K | 750.0K | 3.32M | — | — | 40.2K | 4.59M | 72.33% | ↗ |
| 80 | 2015 | Robert L. Seelig Executive Vice President & General Counsel | 478.8K | 750.0K | 3.32M | — | — | 40.2K | 4.59M | 72.33% | ↗ |
| 81 | 2014 | Allan L. Waters President and CEO of Sirius Group | 500.0K | 388.3K | 2.14M | — | 6.15M | 129.9K | 9.31M | 23.03% | ↗ |
| 82 | 2014 | Allan L. Waters President and CEO of Sirius Group | 500.0K | 388.3K | 2.14M | — | 6.15M | 129.9K | 9.31M | 23.03% | ↗ |
| 83 | 2014 | Raymond Barrette Chairman and CEO | 500.0K | 100.0K | 6.20M | — | — | 215.7K | 7.02M | 88.37% | ↗ |
| 84 | 2014 | Raymond Barrette Chairman and CEO | 500.0K | 100.0K | 6.20M | — | — | 215.7K | 7.02M | 88.37% | ↗ |
| 85 | 2014 | David T. Foy Executive Vice President and CFO | 500.0K | 100.0K | 3.46M | — | — | 163.6K | 4.22M | 81.92% | ↗ |
| 86 | 2014 | David T. Foy Executive Vice President and CFO | 500.0K | 100.0K | 3.46M | — | — | 163.6K | 4.22M | 81.92% | ↗ |
| 87 | 2014 | Reid T. Campbell Managing Director of White Mountains Capital, Inc. and President of WM Advisors | 490.4K | 200.0K | 2.60M | — | — | 43.7K | 3.33M | 77.95% | ↗ |
| 88 | 2014 | Reid T. Campbell Managing Director of WM Capital and President of WM Advisors | 490.4K | 200.0K | 2.60M | — | — | 43.7K | 3.33M | 77.95% | ↗ |
| 89 | 2014 | Kernan V. Oberting | 450.0K | 100.0K | 2.68M | — | — | 52.0K | 3.28M | 81.66% | ↗ |
| 90 | 2013 | Raymond Barrette Chairman and CEO | 500.0K | 500.0K | 6.75M | — | — | 245.3K | 8.00M | 84.43% | ↗ |
| 91 | 2013 | Raymond Barrette Chairman and CEO | 500.0K | 500.0K | 6.75M | — | — | 245.3K | 8.00M | 84.43% | ↗ |
| 92 | 2013 | Allan L. Waters President and CEO of Sirius Group | 500.0K | 337.5K | 1.50M | — | 4.00M | 138.1K | 6.48M | 23.20% | ↗ |
| 93 | 2013 | Allan L. Waters President and CEO of Sirius Group | 500.0K | 337.5K | 1.50M | — | 4.00M | 138.1K | 6.48M | 23.20% | ↗ |
| 94 | 2013 | David T. Foy Executive Vice President and CFO | 500.0K | 500.0K | 3.80M | — | — | 145.1K | 4.94M | 76.83% | ↗ |
| 95 | 2013 | David T. Foy Executive Vice President and CFO | 500.0K | 500.0K | 3.80M | — | — | 145.1K | 4.94M | 76.83% | ↗ |
| 96 | 2013 | T. Michael Miller President and CEO of OneBeacon | 500.0K | 777.1K | 1.09M | — | 1.40M | 650.4K | 4.41M | 24.68% | ↗ |
| 97 | 2013 | G. Manning Rountree Managing Director of White Mountains Capital, Inc. | 450.0K | 700.0K | 2.53M | — | — | 56.1K | 3.74M | 67.73% | ↗ |
| 98 | 2012 | T. Michael Miller President and CEO of OneBeacon | 500.0K | 3.23M | 1.34M | — | 612.5K | 644.4K | 6.32M | 21.21% | ↗ |
| 99 | 2012 | Allan L. Waters President and CEO of Sirius Group | 500.0K | 375.0K | 1.43M | — | 3.07M | 110.9K | 5.49M | 26.06% | ↗ |
| 100 | 2012 | David T. Foy Executive Vice President and CFO | 500.0K | 562.5K | 3.61M | — | — | 151.3K | 4.83M | 74.85% | ↗ |
| 101 | 2012 | G. Manning Rountree Managing Director of White Mountains Capital, Inc. | 450.0K | 700.0K | 2.41M | — | — | 55.4K | 3.61M | 66.65% | ↗ |
| 102 | 2012 | Raymond Barrette Chairman and CEO | 500.0K | 562.5K | — | — | — | 205.2K | 1.27M | 0.00% | ↗ |
| 103 | 2011 | T. Michael Miller President and CEO of OneBeacon | 500.0K | 337.5K | 10.12M | — | 1.18M | 1.14M | 13.28M | 76.25% | ↗ |
| 104 | 2011 | Allan L. Waters President and CEO of Sirius Group | 500.0K | 212.5K | 1.20M | — | 3.88M | 25.9K | 5.81M | 20.63% | ↗ |
| 105 | 2011 | David T. Foy Executive Vice President and CFO | 500.0K | 600.0K | 3.09M | — | — | 139.7K | 4.33M | 71.37% | ↗ |
| 106 | 2011 | G. Manning Rountree Managing Director of White Mountains Capital, Inc. | 450.0K | 1.45M | 2.04M | — | — | 38.0K | 3.97M | 51.23% | ↗ |
| 107 | 2011 | G. Manning Rountree Managing Director of White Mountains Capital, Inc. | 450.0K | 1.45M | 2.04M | — | — | 38.0K | 3.97M | 51.23% | ↗ |
| 108 | 2011 | Raymond Barrette Chairman and CEO | 500.0K | 2.45M | — | — | — | 98.3K | 3.05M | 0.00% | ↗ |
| 109 | 2010 | Allan L. Waters President and CEO of Sirius Group | 500.0K | 225.0K | 1.19M | — | 4.35M | 10.8K | 6.28M | 18.98% | ↗ |
| 110 | 2010 | Allan L. Waters President and CEO of WMRe | 500.0K | 225.0K | 1.19M | — | 4.35M | 10.8K | 6.28M | 18.98% | ↗ |
| 111 | 2010 | T. Michael Miller President and CEO of OneBeacon | 500.0K | 2.01M | 1.62M | — | — | 91.4K | 4.24M | 38.28% | ↗ |
| 112 | 2010 | David T. Foy Executive Vice President and CFO | 500.0K | 232.5K | 3.07M | — | — | 201.7K | 4.00M | 76.64% | ↗ |
| 113 | 2010 | Reid T. Campbell Managing Director of White Mountains Capital, Inc. | 450.0K | 210.0K | 2.04M | — | — | 19.7K | 2.73M | 74.89% | ↗ |
| 114 | 2010 | Raymond Barrette Chairman and CEO | 500.0K | 243.8K | — | — | — | 90.6K | 1.72M | 0.00% | ↗ |
| 115 | 2009 | Allan L. Waters President and CEO of WMRe | 500.0K | 425.0K | 1.00M | — | 4.18M | 9.6K | 6.12M | 16.38% | ↗ |
| 116 | 2009 | Allan L. Waters President and CEO of Sirius Group | 500.0K | 425.0K | 1.00M | — | 4.18M | 9.6K | 6.12M | 16.38% | ↗ |
| 117 | 2009 | T. Michael Miller President and CEO of OneBeacon | 500.0K | 3.21M | 1.36M | — | — | 135.6K | 5.20M | 26.09% | ↗ |
| 118 | 2009 | T. Michael Miller President and CEO of OneBeacon | 500.0K | 3.21M | 1.36M | — | — | 135.6K | 5.20M | 26.09% | ↗ |
| 119 | 2009 | David T. Foy Executive Vice President and CFO | 500.0K | 1.00M | 3.50M | — | — | 82.6K | 5.08M | 68.87% | ↗ |
| 120 | 2009 | David T. Foy Executive Vice President and CFO | 500.0K | 1.00M | 3.50M | — | — | 82.6K | 5.08M | 68.87% | ↗ |
| 121 | 2009 | Reid T. Campbell Managing Director of White Mountains Capital, Inc. | 450.0K | 1.00M | 2.24M | — | — | 18.1K | 3.71M | 60.34% | ↗ |
| 122 | 2009 | Raymond Barrette Chairman and CEO | 500.0K | 1.00M | — | — | — | 96.2K | 1.60M | 0.00% | ↗ |
| 123 | 2008 | Reid T. Campbell Managing Director of White Mountains Capital, Inc. | 448.1K | 300.0K | 2.49M | — | — | 18.0K | 3.26M | 76.43% | ↗ |
| 124 | 2008 | Allan L. Waters President and CEO of WMRe | 484.6K | 307.5K | 1.48M | — | — | 3.7K | 2.28M | 65.06% | ↗ |
| 125 | 2008 | T. Michael Miller President and CEO of OneBeacon | 492.3K | 468.8K | — | 303.9K | 1.87M | 134.2K | 2.27M | 13.37% | ↗ |
| 126 | 2008 | Gary C. Tolman President and CEO of Esurance | 484.6K | 127.5K | — | — | 1.41M | 6.9K | 2.03M | 0.00% | ↗ |
| 127 | 2008 | Allan L. Waters President and CEO of WMRe | 484.6K | 307.5K | — | — | — | 3.7K | 795.8K | 0.00% | ↗ |
| 128 | 2008 | Raymond Barrette Chairman and CEO | 500.0K | — | — | — | — | 259.0K | 759.0K | 0.00% | ↗ |
| 129 | 2008 | David T. Foy Executive Vice President and CFO | 500.0K | — | — | — | — | 74.0K | 574.0K | 0.00% | ↗ |
| 130 | 2007 | Raymond Barrette Chairman and CEO | 369.2K | — | 3.70M | 5.13M | — | 476.3K | 9.67M | 91.26% | ↗ |
| 131 | 2007 | T. Michael Miller President and CEO of OneBeacon | 400.0K | 250.0K | 1.23M | 270.6K | 2.03M | 147.9K | 4.33M | 34.62% | ↗ |
| 132 | 2007 | Reid T. Campbell Managing Director of White Mountains Capital, Inc. | 330.8K | 150.0K | 3.31M | — | — | 25.7K | 3.82M | 86.68% | ↗ |
| 133 | 2007 | President and CEO of White Mountains Financial Services LLC | 400.0K | 135.0K | 1.30M | — | — | 44.4K | 1.88M | 69.18% | ↗ |
| 134 | 2007 | David T. Foy Executive Vice President and CFO | 400.0K | 100.0K | 1.21M | — | — | 82.7K | 1.79M | 67.48% | ↗ |
| 135 | 2007 | Former President and CEO | 76.9K | — | — | — | — | 5.20M | 1.69M | 0.00% | ↗ |
| 136 | 2007 | White Mountains Capital, Inc. | 330.8K | 150.0K | 1.13M | — | — | 25.7K | 1.64M | 68.93% | ↗ |
| 137 | 2006 | Steven E. Fass President and CEO | 400.0K | 200.0K | 7.36M | 15.5K | 1.26M | 237.2K | 9.54M | 77.27% | ↗ |
| 138 | 2006 | Former President and CEO | 400.0K | 200.0K | 7.36M | — | 1.26M | 237.2K | 9.52M | 77.23% | ↗ |
| 139 | 2006 | David T. Foy Executive Vice President and CFO | 400.0K | 400.0K | 5.93M | — | — | 86.2K | 6.81M | 86.99% | ↗ |
| 140 | 2006 | David T. Foy Executive Vice President and CFO | 400.0K | 400.0K | 5.93M | — | — | 86.2K | 6.81M | 86.99% | ↗ |
| 141 | 2006 | T. Michael Miller President and CEO of OneBeacon | 400.0K | 1.95M | 2.07M | 45.1K | 852.0K | 198.4K | 5.52M | 38.34% | ↗ |
| 142 | 2006 | T. Michael Miller President and CEO of OneBeacon | 400.0K | 1.95M | 2.07M | 45.1K | 852.0K | 198.4K | 5.52M | 38.34% | ↗ |
| 143 | 2006 | President and CEO of White Mountains Financial Services LLC | 400.0K | 400.0K | 3.32M | — | — | 44.2K | 4.16M | 79.72% | ↗ |
| 144 | 2006 | Robert R. Lusardi Executive Vice President of White Mountains Capital, Inc. | 400.0K | 400.0K | 3.32M | — | — | 44.2K | 4.16M | 79.72% | ↗ |
| 145 | 2006 | Charles B. Chokel Executive Vice President and CFO of White Mountains Re | 400.0K | 400.0K | 3.10M | — | — | 13.2K | 3.91M | 79.20% | ↗ |
| 146 | 2005 | T. Michael Miller (g) | 276.9K | 700.0K | — | — | — | 2.7K | 979.6K | 0.00% | ↗ |
| 147 | 2005 | David T. Foy (h) Executive Vice President and Chief Financial Officer | 400.0K | 200.0K | — | — | — | 12.6K | 612.6K | 0.00% | ↗ |
| 148 | 2005 | Gary C. Tolman President and CEO of Esurance | 376.9K | 190.0K | — | — | — | 1.7K | 568.7K | 0.00% | ↗ |
| 149 | 2005 | Charles B. Chokel Managing Director of of WM Capital | 400.0K | — | — | — | — | 12.6K | 412.6K | 0.00% | ↗ |
| 150 | 2005 | Steven E. Fass President and CEO | 400.0K | — | — | — | — | 12.6K | 412.6K | 0.00% | ↗ |
| 151 | 2005 | Raymond Barrette (i) Former President and CEO | 323.1K | — | — | — | — | 12.6K | 335.7K | 0.00% | ↗ |
| 152 | 2004 | Steven E. Fass President and CEO | 466.0K | 700.0K | — | — | — | 752.3K | 1.92M | 0.00% | ↗ |
| 153 | 2004 | Steven E. Fass President and CEO of White Mountains Re | 466.0K | 700.0K | — | — | — | 752.3K | 1.92M | 0.00% | ↗ |
| 154 | 2004 | David T. Foy (h) Executive Vice President and Chief Financial Officer | 400.0K | 400.0K | — | — | — | 12.3K | 812.3K | 0.00% | ↗ |
| 155 | 2004 | Raymond Barrette (i) Former President and CEO | 400.0K | 350.0K | — | — | — | 12.3K | 762.3K | 0.00% | ↗ |
| 156 | 2004 | Raymond Barrette President and CEO | 400.0K | 350.0K | — | — | — | 12.3K | 762.3K | 0.00% | ↗ |
| 157 | 2004 | John D. Gillespie President of WM Advisors | 400.0K | 316.0K | — | — | — | 6.6K | 722.6K | 0.00% | ↗ |
| 158 | 2004 | Charles B. Chokel (g) Managing Director of WM Capital | 400.0K | 200.0K | — | — | — | 14.3K | 614.3K | 0.00% | ↗ |
| 159 | 2004 | Charles B. Chokel Managing Director of of WM Capital | 400.0K | 200.0K | — | — | — | 14.3K | 614.3K | 0.00% | ↗ |
| 160 | 2004 | John P. Cavoores President and CEO of OneBeacon | 400.0K | 200.0K | — | — | — | 4.9K | 604.9K | 0.00% | ↗ |
| 161 | 2004 | Gary C. Tolman President and CEO of Esurance | 269.0K | 287.5K | — | — | — | 5.8K | 562.3K | 0.00% | ↗ |
| 162 | 2003 | Steven E. Fass President and CEO | 466.0K | 700.0K | — | — | — | 12.0K | 1.18M | 0.00% | ↗ |
| 163 | 2003 | Steven E. Fass President and CEO of White Mountains Re | 466.0K | 700.0K | — | — | — | 12.0K | 1.18M | 0.00% | ↗ |
| 164 | 2003 | David T. Foy (f) Executive Vice President an Chief Financial Officer | 307.7K | 700.0K | — | — | — | — | 1.01M | 0.00% | ↗ |
| 165 | 2003 | David T. Foy (h) Executive Vice President and Chief Financial Officer | 307.7K | 700.0K | — | — | — | — | 1.01M | 0.00% | ↗ |
| 166 | 2003 | John D. Gillespie President of WM Advisors | 400.0K | 305.0K | — | — | — | 6.6K | 711.6K | 0.00% | ↗ |
| 167 | 2003 | Raymond Barrette (i) Former President and CEO | 400.0K | 250.0K | — | — | — | 12.0K | 662.0K | 0.00% | ↗ |
| 168 | 2003 | Raymond Barrette President and CEO | 400.0K | 250.0K | — | — | — | 12.0K | 662.0K | 0.00% | ↗ |
| 169 | 2003 | Charles B. Chokel Managing Director of of WM Capital | 400.0K | 225.0K | — | — | — | 8.6K | 633.6K | 0.00% | ↗ |
| 170 | 2003 | Charles B. Chokel (g) Managing Director of WM Capital | 400.0K | 225.0K | — | — | — | 8.6K | 633.6K | 0.00% | ↗ |
| 171 | 2003 | John P. Cavoores President and CEO of OneBeacon | 400.0K | 200.0K | — | — | — | 2.6K | 602.6K | 0.00% | ↗ |
| 172 | 2003 | Gary C. Tolman President and CEO of Esurance | 225.0K | — | — | — | — | 3.0K | 228.0K | 0.00% | ↗ |
| 173 | 2002 | K. Thomas Kemp former President(d) | 300.0K | 150.0K | — | — | — | 1.77M | 2.22M | 0.00% | ↗ |
| 174 | 2002 | Raymond Barrette President and CEO(d) | 400.0K | 260.0K | — | — | — | 1.37M | 2.03M | 0.00% | ↗ |
| 175 | 2002 | Steven E. Fass President and CEO of Folksamerica | 466.0K | 700.0K | — | — | — | 31.1K | 1.20M | 0.00% | ↗ |
| 176 | 2002 | Steven E. Fass President and CEO of White Mountains Re | 466.0K | 700.0K | — | — | — | 11.0K | 1.18M | 0.00% | ↗ |
| 177 | 2002 | John P. Cavoores Managing Director of OneBeacon | 400.0K | 320.0K | — | — | — | 46.3K | 766.3K | 0.00% | ↗ |
| 178 | 2002 | John D. Gillespie President of WM Advisors | 400.0K | 330.0K | — | — | — | — | 730.0K | 0.00% | ↗ |
| 179 | 2002 | John P. Cavoores President and CEO of OneBeacon | 400.0K | 320.0K | — | — | — | — | 720.0K | 0.00% | ↗ |
| 180 | 2002 | Raymond Barrette President and CEO | 400.0K | 260.0K | — | — | — | 7.3K | 667.3K | 0.00% | ↗ |
| 181 | 2002 | Charles B. Chokel (g) Managing Director of WM Capital | 307.7K | 200.0K | — | — | — | 8.0K | 515.7K | 0.00% | ↗ |
| 182 | 2002 | Jack Byrne Chairman and former CEO(d) | 107.1K | — | — | — | — | 80.2K | 187.3K | 0.00% | ↗ |
| 183 | 2001 | John P. Cavoores Managing Director of OneBeacon | 400.0K | 200.0K | — | — | — | 33.8K | 633.8K | 0.00% | ↗ |
| 184 | 2001 | John D. Gillespie President of WM Advisors | 400.0K | 110.0K | — | — | — | 3.2K | 513.2K | 0.00% | ↗ |
| 185 | 2001 | Steven E. Fass President and CEO of Folksamerica | 466.0K | — | — | — | — | 26.3K | 492.3K | 0.00% | ↗ |
| 186 | 2001 | Jack Byrne Chairman and former CEO(d) | 398.1K | — | — | — | — | 43.7K | 441.8K | 0.00% | ↗ |
| 187 | 2001 | Raymond Barrette President and CEO(d) | 398.1K | — | — | — | — | 41.0K | 439.1K | 0.00% | ↗ |
| 188 | 2001 | K. Thomas Kemp former President(d) | 269.6K | — | — | — | — | 58.2K | 327.9K | 0.00% | ↗ |
| 189 | 2000 | Steven E. Fass President and CEO of Folksamerica | 466.0K | 350.0K | — | 9.0K | — | 30.8K | 846.8K | 1.06% | ↗ |
| 190 | 2000 | Raymond Barrette President and CEO(d) | 333.7K | 350.0K | — | 9.0K | — | 15.6K | 699.3K | 1.29% | ↗ |
| 191 | 2000 | Jack Byrne Chairman and former CEO(d) | 282.7K | 350.0K | — | — | — | 9.1K | 641.8K | 0.00% | ↗ |
| 192 | 2000 | K. Thomas Kemp former President(d) | 182.0K | 75.0K | — | — | — | 129.9K | 386.9K | 0.00% | ↗ |
| 193 | 2000 | John P. Cavoores Managing Director of OneBeacon | — | — | — | — | — | — | — | — | ↗ |
| 194 | 2000 | John D. Gillespie President of WM Advisors | — | — | — | — | — | — | — | — | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Liam Caffrey | Chief Executive Officer & Director | 2M | male |
| George Manning Rountree | Senior Advisor | 2M | male |
| Giles Edward Harrison | President | 2M | male |
| Robert Lawrence Seelig | Executive Vice President, General Counsel & Investor Relation | 2M | male |
| Michaela J. Hildreth | MD & Chief Accounting Officer | 2M | female |
| David Grant Staples | Head of Tax | 302.5K | male |
| Jonathan Adam Cramer | Chief Investment Officer | — | male |
| Michael Papamichael | MD & CFO | — | male |
| Jennifer L. Moyer | Chief Administrative Officer & Corporate Secretary | — | female |
| Dennis Beaulieu | Treasurer | — | male |
ESG Rating
ESG Score History INSURANCE - PROPERTY & CASUALTY
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-09-22 | 2025-10-13 | Michael McCaul | TX10 | Spouse | Purchase | $15,001 - $50,000 | ↗ |
| 2025-06-23 | 2025-07-25 | James French Hill | AR02 | — | Purchase | $50,001 - $100,000 | ↗ |
| 2025-01-23 | 2025-02-14 | Michael McCaul | TX10 | Spouse | Purchase | $15,001 - $50,000 | ↗ |
| 2024-08-26 | 2024-09-18 | Michael McCaul | TX10 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2024-06-25 | 2024-07-22 | Michael McCaul | TX10 | — | Purchase | $15,001 - $50,000 | ↗ |
| 2024-01-17 | 2024-02-22 | Michael McCaul | TX10 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-11-01 | 2023-12-14 | Michael McCaul | TX10 | Spouse | Purchase | $15,001 - $50,000 | ↗ |
| 2023-11-01 | 2023-12-14 | Michael McCaul | TX10 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2022-12-14 | 2023-01-20 | Michael McCaul | TX10 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-02-15 | 2022-03-17 | Michael McCaul | TX10 | — | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for WTM
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
