Financials · Fire, Marine & Casualty Insurance · Nasdaq · CIK 101199 · FYE Dec 31 · Prices AT CLOSE 2026-08-21 (USD) Last $53.02 · Day −0.47% · Mkt cap $1.4B · P/E (FY) 11.8× · 1Y +73.1% · Off 52W high −5.0% · Vol (1Y) 32.6% Price2023-08-21 → 2026-08-21 UFCS close: $20.0 on 2023-08-21 to $53.0 on 2026-08-21. Split-adj closes · 240 of 5,310 · price returnⓘ At a glance | Short interest1.7% of sh out | | Days to cover2.9d | | 13F net flow (QoQ)+0.82% | | Top-10 13F concentration58.4% | | Next report (est.)2026-11-02 |
SI 2026-07-31 · 13F 2026-Q1ⓘ Key fundamentalsFY 2025 | P/E (FY)11.8× | | Sales (TTM)$1.47B | | Earnings (TTM)$141.0M | | ROE13.7% | | Net margin8.5% | | EPS growth 3Y96.6% | | Sales growth 3Y12.2% |
FY ratios · TTM sales/earnings (USD)ⓘ Trailing returns | YTD+47.3% | | 1Y+73.1% | | 3Y+186.2% | | 5Y+119.2% | | 10Y+69.4% | | Since incept. (ann.)+3.4% |
Total return · from 2005-07-11ⓘ Risk | Ann. volatility (1Y)32.6% | | Ann. volatility (3Y)35.1% | | Sharpe (1Y)1.87 | | Sharpe (3Y)1.18 | | Max drawdown (1Y)−12.2% | | Max drawdown (3Y)−24.9% | | Beta (3Y vs SPY)0.57 |
Daily returns, ann.ⓘ Top institutional holders13F 2026-Q1 | Manager | Shares | Value | % sh out | QoQ |
|---|
| BlackRock, Inc. | 3.4M | $128M | 13.51% | +0.6% | | DIMENSIONAL FUND ADVISORS LP | 1.5M | $55M | 5.84% | +0.8% | | VANGUARD CAPITAL MANAGEMENT LLC | 966,301 | $36M | 3.79% | new | | STATE STREET CORP | 817,498 | $30M | 3.20% | +1.0% | | GEODE CAPITAL MANAGEMENT, LLC | 662,300 | $25M | 2.60% | +7.7% | | SYSTEMATIC FINANCIAL MANAGEMENT LP | 612,396 | $23M | 2.40% | −0.2% | | AMERICAN CENTURY COMPANIES INC | 567,083 | $21M | 2.22% | +22.2% | | VANGUARD PORTFOLIO MANAGEMENT LLC | 532,702 | $20M | 2.09% | new |
Δ vs 2025-Q4ⓘ Latest reported quarterslast report 2026-08-03 | Period end | Reported | EPS | EPS YoY | Revenue | Rev YoY |
|---|
| 2026-06-30 | 2026-08-03 | $1.29 | +48.3% | $383.7M | +14.4% | | 2026-03-31 | 2026-05-05 | $1.15 | +71.6% | $369.4M | +11.6% | | 2025-12-31 | 2026-02-11 | $1.45 | +18.9% | $365.8M | +9.8% | | 2025-09-30 | 2025-11-04 | $1.49 | +96.1% | $354.0M | +9.6% |
As-reported XBRL · next 2026-11-02 est.ⓘ Basis & disclosures - EOD closes · nothing imputed or averaged · absent “—”
- As-of differs by block · 13F = US long, 45+d lag, LOWER bound
- Not investment advice · no recommendation, price target or solicitation
- EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
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