• $2.7B
    Market Cap
  • -10.25%
    1-Year Change
  • Insurance Brokers
    Industry

Top Holders

Institutional
Mutual Funds
Holder
Ownership %
Shares Held
Change (Shares, %)
Report Date
FTV MANAGEMENT COMPANY, L.P.
23.55%
22.4M
0 (0.00%)
Mar 31, 2026
N/A
20.58%
19.5M
0 (0.00%)
Mar 31, 2026
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.
5.00%
4.7M
+163,388 (+3.45%)
Mar 31, 2026
BLACKROCK INC.
2.84%
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
JPMORGAN CHASE & CO
1.56%
1.5M
+531,341 (+35.87%)
Mar 31, 2026

Current Ownership Distribution

  • Mutual Funds246.7M (53.11%)
  • Institutions163.2M (35.14%)
  • Insiders54.6M (11.75%)
  • Other0 (0.00%)

Insider Transactions

  • 11.75% (54.6M)
    Current InsiderOwnership (%, shares)
  • 4
    Number of InsiderBuying (last 12 months)
  • $176.0M
    Amount of InsiderBuying (last 12 months)
  • 0
    Number of InsiderSelling (last 12 months)
  • $0.00
    Amount of InsiderSelling (last 12 months)
Insider Name & Title
Type
Date
Transaction Value
Shares
Share Price
Shares After Transactions
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
Burgess Trevor R
CEO & Chairman of the Board
Buy
Oct 02, 2025
$1.0M
50,000
$20.00
2.0M
Carlon Jonathan Winant
Buy
Oct 02, 2025
$100,000.00
5,000
$20.00
653,500
Steiner James
CFO and Secretary
Buy
Oct 02, 2025
$2.4M
119,050
$20.00
4.4M