• $2.7B
    Market Cap
  • 10.11%
    1-Year Change
  • Insurance Brokers
    Industry

Top Holders

Institutional
Mutual Funds
Holder
Ownership %
Shares Held
Change (Shares, %)
Report Date
FTV MANAGEMENT COMPANY, L.P.
17.22%
16.3M
-6.0M (-37.03%)
Jun 30, 2026
BREGAL SAGEMOUNT IV GENERAL PARTNER JERSEY LTD
15.04%
14.3M
-5.3M (-37.03%)
Jun 30, 2026
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.
6.08%
5.8M
+1.0M (+17.75%)
Jun 30, 2026
BLACKROCK, INC.
2.86%
2.7M
+2.3M (+85.94%)
Jun 30, 2026
BLACKROCK INC.
2.85%
2.7M
-20,601 (-0.76%)
Mar 31, 2022
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
2.00%
1.9M
+1,065 (+0.06%)
Mar 31, 2022
VANGUARD GROUP INC
1.70%
1.6M
+1.6M (+100.00%)
Dec 31, 2025

Current Ownership Distribution

  • Mutual Funds331.4M (54.27%)
  • Institutions232.0M (38.00%)
  • Insiders47.2M (7.73%)
  • Other0 (0.00%)

Insider Transactions

  • 7.73% (47.2M)
    Current InsiderOwnership (%, shares)
  • 2
    Number of InsiderBuying (last 12 months)
  • $38.0M
    Amount of InsiderBuying (last 12 months)
  • 6
    Number of InsiderSelling (last 12 months)
  • $1.8B
    Amount of InsiderSelling (last 12 months)
Insider Name & Title
Type
Date
Transaction Value
Shares
Share Price
Shares After Transactions
Burgess Trevor R
Chief Executive Officer
Sell
Nov 09, 2026
$122,450.24
4,431
$27.63
1.9M
Burgess Trevor R
Chief Executive Officer
Sell
Nov 06, 2026
$1.8M
66,568
$27.68
1.9M
Burgess Trevor R
Chief Executive Officer
Sell
Nov 05, 2026
$2.9M
104,268
$27.75
2.0M
Burgess Trevor R
Chief Executive Officer
Sell
Nov 05, 2026
$12,770.55
449
$28.44
2.0M
Burgess Trevor R
Chief Executive Officer
Sell
Nov 04, 2026
$2.1M
72,874
$28.80
2.1M
Burgess Trevor R
Chief Executive Officer
Sell
Nov 04, 2026
$110,349.17
3,685
$29.95
2.1M
Burgess Trevor R
Chief Executive Officer
Sell
Nov 03, 2026
$1.3M
43,018
$29.13
2.2M
Burgess Trevor R
Chief Executive Officer
Sell
Nov 02, 2026
$1.7M
57,190
$29.46
2.2M
Burgess Trevor R
Chief Executive Officer
Sell
Oct 30, 2026
$1.6M
53,669
$29.05
2.3M
Duffy Matthew Paul
President & Chief Risk Officer
Sell
Oct 08, 2026
$1.5M
53,639
$27.88
1.9M
Duffy Matthew Paul
President & Chief Risk Officer
Sell
Oct 08, 2026
$876,840.53
30,802
$28.47
1.9M
Duffy Matthew Paul
President & Chief Risk Officer
Sell
Oct 02, 2026
$1.1M
38,537
$27.65
2.0M
Duffy Matthew Paul
President & Chief Risk Officer
Sell
Oct 02, 2026
$34,176.48
1,200
$28.48
2.0M
Carlon Jonathan Winant
In Kind
Sep 30, 2026
$166,506.80
6,088
$27.35
597,412
Duffy Matthew Paul
President & Chief Risk Officer
In Kind
Sep 30, 2026
$2.7M
98,381
$27.35
1.9M
Melej Cristian A
Award
Sep 30, 2026
$0.00
9,568
$0.00
69,042
Burgess Trevor R
Chief Executive Officer
In Kind
Sep 30, 2026
$7.0M
254,836
$27.35
1.8M
Carlon Jonathan Winant
Award
Sep 30, 2026
$0.00
9,568
$0.00
606,980
Duffy Matthew Paul
President & Chief Risk Officer
Award
Sep 30, 2026
$0.00
191,896
$0.00
2.0M
Noble David Stanley Edward
Award
Sep 30, 2026
$0.00
28,704
$0.00
43,704
Burgess Trevor R
Chief Executive Officer
Award
Sep 30, 2026
$0.00
480,544
$0.00
2.3M
Carlon Jonathan Winant
Sell
Sep 14, 2026
$1.6M
50,000
$31.15
603,500
Steiner James
Chief Financial Officer
Other
Sep 14, 2026
$0.00
3.3M
$0.00
535,665
Steiner James
Chief Financial Officer
Other
Sep 14, 2026
$0.00
3.3M
$0.00
3.7M
Steiner James
Chief Financial Officer
Sell
Aug 13, 2026
$1.8M
57,012
$31.71
3.7M
Steiner James
Chief Financial Officer
Sell
Aug 12, 2026
$1.3M
42,988
$31.08
3.8M
BSIV Hold 101, LP
Sell
Jul 29, 2026
$54.2M
1.6M
$33.22
12.6M
FTV VII, L.P.
Sell
Jul 29, 2026
$62.0M
1.9M
$33.22
14.4M
Burgess Trevor R
CEO & Chairman of the Board
Buy
Mar 13, 2026
$935,345.00
50,000
$18.71
2.1M
Vostrizansky Michael Warren
Buy
Feb 20, 2026
$494,414.90
23,000
$21.50
23,000