Stammdaten
Palomar Holdings, Inc., ein Versicherungs-Holdingunternehmen, bietet Spezial-Sachversicherungen für Wohn- und Geschäftskunden an. Das Unternehmen bietet persönliche und kommerzielle Spezial-Sachversicherungsprodukte an, einschließlich privater und gewerblicher Erdbebenversicherung, gewerblicher Allrisiko-, Spezial-Eigenheim-, Binnenversicherung, Hawaii-Hurrikan- und privater Hochwasserversicherung sowie andere Produkte wie übernommene Rückversicherung, gewerbliche Hochwasserversicherung, Realitätenmaklerhaftpflicht- und Realitäteninvestorenprodukte. Es vermarktet und vertreibt seine Produkte über Einzelhandelsagenten, Großhandelsmakler, Programmverwaltungen und Maklerpartnerschaften. Das Unternehmen war früher unter dem Namen GC Palomar Holdings bekannt. Palomar Holdings, Inc. wurde 2013 gegründet und hat seinen Sitz in La Jolla, Kalifornien. KI
Unternehmen & Branche
| Name | Palomar Holdings, Inc. |
|---|---|
| Ticker | PLMR |
| CIK | 0001761312 |
| Börse | Nasdaq |
| Sektor | Finanzen |
| Industrie | Versicherungen |
| SIC | 6331 · Fire, Marine & Casualty Insurance |
Wertpapier & Kennzahlen
| CUSIP | 69753M105 |
|---|---|
| ISIN | US69753M1053 |
| Typ | Common Stock |
| Marktkapitalisierung | 3,65 Mrd. USD |
| KGV (P/E) | 19,19 |
| Beta | 0,40 |
Sitz & Kontakt
| Sitz (Inkorporation) | DE |
|---|---|
| Geschäftsadresse | 7979 IVANHOE AVENUE SUITE 500, 92037 LA JOLLA, CA |
| Telefon | 619-567-5290 |
| EIN (IRS) | 00-0000000 |
Listing & Historie
| Listing-Börsen | Nasdaq |
|---|---|
| Fiskaljahr-Ende | 31.12. |
| SEC-Filer-Status | Large accelerated filer |
| Frühere Namen | GC Palomar Holdings (bis 2019) |
Bewertung
| KBV (P/B) | 3,87 vs. 4,18 (2021) ▼ |
|---|---|
| KUV (P/S) | 4,16 vs. 6,65 (2021) ▼ |
| FCF-Rendite | 11,2 % vs. 5,3 % (2021) ▲ |
| Buyback-Rendite | 1,0 % vs. 1,0 % (2021) ▲ |
Qualität & Bilanz
| Nettomarge | 22,5 % vs. 18,5 % (2021) ▲ |
|---|---|
| ROIC | 20,9 % vs. 11,6 % (2021) ▲ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | TTM* | Verlauf |
|---|---|---|---|---|---|---|---|
| Bewertung | |||||||
| KBV (P/B) | 4,18 | 2,94 | 2,92 | 3,84 | 3,79 | 3,80 | |
| KUV (P/S) | 6,65 | 3,46 | 3,66 | 5,06 | 4,08 | 3,72 | |
| FCF-Rendite | 5,3 % | 15,0 % | 8,4 % | 9,3 % | 11,4 % | 10,1 % | |
| Buyback-Rendite | 1,0 % | 3,0 % | 1,6 % | 0,0 % | 1,0 % | 1,7 % | |
| Qualität & Bilanz | |||||||
| Nettomarge | 18,5 % | 15,9 % | 21,1 % | 21,2 % | 22,5 % | 20,1 % | |
| ROIC | 11,6 % | 13,6 % | 16,8 % | 16,1 % | 20,9 % | 20,6 % | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
TTM* = letzte zwölf Monate (vorläufig, ungeprüft): jüngstes Geschäftsjahr + laufendes YTD − Vorjahres-YTD aus den Quartalsberichten (10-Q); Bewertungs-Multiples gegen die aktuelle Marktkapitalisierung. Kein testierter Jahresabschluss.
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Glück Conviction Score™ ⓘ
ⓘ
PLMR
Palomar Holdings, Inc.
🟢
Günstiges Einstiegsfenster — fundamental starke Aktie, deren Timing gerade positiv dreht. Laut Modell aktuell der attraktivste Einstiegszeitpunkt.
Effektiv
Sehr stark
Handelsvolumen
Mittel
Insider
0,0
Keine Insider-Käufe
Institutionell
53,5
48 neu, 128 erhöht, -164459K $ netto
Aktivist
22,0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,71% (Stand: 30.06.2026)
Score-Verlauf (90 Tage)
Konviktions-Verlauf — oben stark · Mitte neutral · unten schwach
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (24 Monate)
Indexierte Darstellung (Start = 100) — die Kursform bleibt sichtbar, absolute Kurse sind angemeldeten Mitgliedern vorbehalten.
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bullisch | 10 % | 121.74 | +15.7 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 123.15 | +14.3 % vs SMA200 | |
| SMA-Cross | Bärisch | 10 % | DEATH | vor 56 Tagen @ 111.73 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 133.27 | EMA50: 126.90 | |
| MACD-Histogramm | Bärisch | 10 % | -0.746 | Bearisch | |
| RSI(14) | Neutral | 10 % | 60.6 | Neutral (30–70) | |
| Stoch %K(14) | Neutral | 5 % | 66.3 | Neutral | |
| ADX(14)+DI | Bullisch | 10 % | 26.2 | +DI: 32.4 / −DI: 20.7 | |
| Z-Score(60) | Bärisch | 5 % | 1.66 | Extrem überkauft | |
| 52W-Position | Bullisch | 5 % | 89.8 % | Hoch 145.29 / Tief 101.42 | |
| Bollinger(20,2σ) | Neutral | 5 % | 71.3 % | Upper 146.90 / Mid 136.25 / Lower 125.60 | |
| LinReg-Slope(60) | Bullisch | 10 % | +0.5430 | R²=0.58 / annualisiert +113.7 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-07-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -937 | 137,74 | -129.060,69 | -55,4% | |
| 2026-07-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -260 | 138,47 | -36.001,11 | -15,5% | |
| 2026-07-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.103 | 136,70 | -287.476,52 | -123,4% | |
| 2026-07-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -200 | 139,43 | -27.886,00 | -12,0% | |
| 2026-07-20 | Christianson Jon | Officer, President | Open Market Sale | -3.000 | 139,50 | -418.500,00 | -179,7% | |
| 2026-07-15 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -57.544 | 131,66 | -7.576.243,04 | -3253,1% | |
| 2026-07-15 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -3.197 | 131,66 | -420.917,02 | -180,7% | |
| 2026-07-02 | Christianson Jon | Officer, President | Open Market Sale | -4.429 | 139,50 | -617.845,50 | -265,3% | |
| 2026-07-02 | Christianson Jon | Officer, President | Open Market Sale | -2.434 | 139,50 | -339.543,00 | -145,8% | |
| 2026-06-28 | Carter Timothy | Officer, Chief People Officer | Open Market Sale | -300 | 124,29 | -37.288,05 | -16,0% | |
| 2026-06-28 | Carter Timothy | Officer, Chief People Officer | Open Market Sale | -180 | 124,29 | -22.372,90 | -9,6% | |
| 2026-06-22 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.005 | 112,72 | -226.004,40 | -97,0% | |
| 2026-06-22 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -1.495 | 113,28 | -169.351,21 | -72,7% | |
| 2026-05-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.172 | 114,67 | -249.061,72 | -106,9% | |
| 2026-05-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -1.328 | 113,93 | -151.299,84 | -65,0% | |
| 2026-05-18 | Uchida T Christopher | Officer, Chief Financial Officer | Open Market Sale | -783 | 115,26 | -90.248,58 | -38,8% | |
| 2026-05-18 | Christianson Jon | Officer, President | Open Market Sale | -522 | 115,26 | -60.165,72 | -25,8% | |
| 2026-05-18 | Knutzen Jonathan | Officer, Chief Risk Officer | Open Market Sale | -281 | 115,26 | -32.388,06 | -13,9% | |
| 2026-04-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -1.200 | 131,73 | -158.079,96 | -67,9% | |
| 2026-04-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -1.622 | 129,91 | -210.706,23 | -90,5% | |
| 2026-04-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -678 | 131,11 | -88.893,46 | -38,2% | |
| 2026-04-15 | Christianson Jon | Officer, President | Open Market Sale | -1.857 | 128,59 | -238.795,53 | -102,5% | |
| 2026-04-15 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -3.197 | 129,46 | -413.883,62 | -177,7% | |
| 2026-04-15 | Christianson Jon | Officer, President | Open Market Sale | -80 | 129,33 | -10.346,66 | -4,4% | |
| 2026-04-07 | Christianson Jon | Officer, President | Open Market Sale | -3.000 | 125,00 | -375.000,00 | -161,0% | |
| 2026-04-07 | Christianson Jon | Officer, President | Open Market Sale | -3.000 | 125,00 | -375.000,00 | -161,0% | |
| 2026-03-23 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -400 | 118,33 | -47.333,60 | -20,3% | |
| 2026-03-23 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -1.622 | 120,78 | -195.898,19 | -84,1% | |
| 2026-03-23 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -978 | 121,74 | -119.061,72 | -51,1% | |
| 2026-03-23 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -500 | 119,47 | -59.734,00 | -25,6% | |
| 2026-02-18 | Uchida T Christopher | Officer, Chief Financial Officer | Open Market Sale | -783 | 128,04 | -100.255,32 | -43,0% | |
| 2026-02-18 | Knutzen Jonathan | Officer, Chief Risk Officer | Open Market Sale | -281 | 128,04 | -35.979,24 | -15,4% | |
| 2026-02-18 | Christianson Jon | Officer, President | Open Market Sale | -522 | 128,04 | -66.836,88 | -28,7% | |
| 2026-02-12 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -246 | 121,32 | -29.845,34 | -12,8% | |
| 2026-02-12 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -1.308 | 123,63 | -161.712,36 | -69,4% | |
| 2026-02-12 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -1.100 | 119,42 | -131.366,95 | -56,4% | |
| 2026-02-12 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -1.023 | 124,78 | -127.646,26 | -54,8% | |
| 2026-02-12 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -500 | 120,57 | -60.287,00 | -25,9% | |
| 2026-02-12 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -423 | 128,25 | -54.251,70 | -23,3% | |
| 2026-02-12 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -300 | 117,58 | -35.273,01 | -15,1% | |
| 2026-02-12 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -100 | 126,15 | -12.614,69 | -5,4% | |
| 2026-01-31 | Knutzen Jonathan | Officer, Chief Risk Officer | Open Market Sale | -290 | 121,74 | -35.305,62 | -15,2% | |
| 2026-01-31 | Uchida T Christopher | Officer, Chief Financial Officer | Open Market Sale | -545 | 121,74 | -66.350,64 | -28,5% | |
| 2026-01-31 | Grant Angela L. | Officer, Chief Legal Officer | Open Market Sale | -260 | 121,75 | -31.653,73 | -13,6% | |
| 2026-01-31 | Christianson Jon | Officer, President | Open Market Sale | -515 | 121,75 | -62.699,86 | -26,9% | |
| 2026-01-31 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.205 | 121,74 | -268.444,86 | -115,3% | |
| 2026-01-29 | Knutzen Jonathan | Officer, Chief Risk Officer | Open Market Sale | -444 | 122,04 | -54.187,00 | -23,3% | |
| 2026-01-29 | Christianson Jon | Officer, President | Open Market Sale | -481 | 122,04 | -58.702,68 | -25,2% | |
| 2026-01-29 | Christianson Jon | Officer, President | Open Market Sale | -677 | 122,04 | -82.622,98 | -35,5% | |
| 2026-01-29 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.460 | 122,04 | -300.226,27 | -128,9% | |
| 2026-01-29 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.939 | 122,04 | -358.683,50 | -154,0% | |
| 2026-01-29 | Grant Angela L. | Officer, Chief Legal Officer | Open Market Sale | -365 | 122,04 | -44.546,02 | -19,1% | |
| 2026-01-29 | Uchida T Christopher | Officer, Chief Financial Officer | Open Market Sale | -511 | 122,04 | -62.363,62 | -26,8% | |
| 2026-01-29 | Uchida T Christopher | Officer, Chief Financial Officer | Open Market Sale | -815 | 122,04 | -99.465,45 | -42,7% | |
| 2026-01-29 | Carter Timothy | Officer, Chief People Officer | Open Market Sale | -254 | 122,04 | -30.998,54 | -13,3% | |
| 2026-01-29 | Herve Rodolphe | Officer, Chief Operating Officer | Open Market Sale | -425 | 122,04 | -51.868,06 | -22,3% | |
| 2026-01-29 | Knutzen Jonathan | Officer, Chief Risk Officer | Open Market Sale | -381 | 122,04 | -46.498,00 | -20,0% | |
| 2026-01-29 | Grant Angela L. | Officer, Chief Legal Officer | Open Market Sale | -397 | 122,04 | -48.450,67 | -20,8% | |
| 2026-01-28 | Christianson Jon | Officer, President | Open Market Sale | -1.991 | 119,88 | -238.681,08 | -102,5% | |
| 2026-01-28 | Knutzen Jonathan | Officer, Chief Risk Officer | Open Market Sale | -1.535 | 119,88 | -184.015,80 | -79,0% | |
| 2026-01-28 | Uchida T Christopher | Officer, Chief Financial Officer | Open Market Sale | -2.103 | 119,88 | -252.107,64 | -108,2% | |
| 2026-01-28 | Grant Angela L. | Officer, Chief Legal Officer | Open Market Sale | -1.447 | 119,88 | -173.466,36 | -74,5% | |
| 2026-01-28 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -11.484 | 119,88 | -1.376.701,92 | -591,1% | |
| 2026-01-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -41 | 130,29 | -5.341,86 | -2,3% | |
| 2026-01-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.256 | 129,75 | -292.721,19 | -125,7% | |
| 2026-01-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -1.655 | 128,67 | -212.942,40 | -91,4% | |
| 2026-01-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -1.048 | 127,84 | -133.978,31 | -57,5% | |
| 2026-01-15 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.310 | 130,00 | -300.300,00 | -128,9% | |
| 2025-12-23 | Christianson Jon | Officer, President | Open Market Sale | -200 | 139,50 | -27.900,00 | -12,0% | |
| 2025-12-23 | Christianson Jon | Officer, President | Open Market Sale | -1.291 | 139,50 | -180.094,50 | -77,3% | |
| 2025-12-23 | Christianson Jon | Officer, President | Open Market Sale | -100 | 139,50 | -13.950,00 | -6,0% | |
| 2025-12-22 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -800 | 135,04 | -108.030,00 | -46,4% | |
| 2025-12-22 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.432 | 135,95 | -330.628,21 | -142,0% | |
| 2025-12-22 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -1.757 | 137,15 | -240.966,75 | -103,5% | |
| 2025-12-22 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -11 | 137,64 | -1.514,04 | -0,7% | |
| 2025-11-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -300 | 120,34 | -36.103,02 | -15,5% | |
| 2025-11-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -3.124 | 123,01 | -384.296,05 | -165,0% | |
| 2025-11-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -876 | 123,98 | -108.604,90 | -46,6% | |
| 2025-11-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -700 | 121,87 | -85.306,90 | -36,6% | |
| 2025-11-18 | Christianson Jon | Officer, President | Open Market Sale | -522 | 128,84 | -67.254,48 | -28,9% | |
| 2025-11-18 | Uchida T Christopher | Officer, Chief Financial Officer | Open Market Sale | -782 | 128,84 | -100.752,88 | -43,3% | |
| 2025-11-18 | Knutzen Jonathan | Officer, Chief Risk Officer | Open Market Sale | -281 | 128,84 | -36.204,04 | -15,5% | |
| 2025-10-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.900 | 115,62 | -335.284,08 | -144,0% | |
| 2025-10-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.037 | 114,94 | -234.125,45 | -100,5% | |
| 2025-10-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -63 | 113,10 | -7.125,30 | -3,1% | |
| 2025-10-15 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -3.218 | 116,10 | -373.623,32 | -160,4% | |
| 2025-09-22 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.700 | 116,42 | -314.341,56 | -135,0% | |
| 2025-09-22 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.300 | 115,54 | -265.749,13 | -114,1% | |
| 2025-08-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -600 | 125,13 | -75.076,56 | -32,2% | |
| 2025-08-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -3.400 | 126,95 | -431.646,66 | -185,3% | |
| 2025-08-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -1.000 | 126,09 | -126.092,00 | -54,1% | |
| 2025-08-20 | Uchida T Christopher | Officer, Chief Financial Officer | Open Market Sale | -500 | 121,59 | -60.795,00 | -26,1% | |
| 2025-08-19 | Taketa Richard H | Director | Open Market Purchase | 500 | 120,76 | 60.380,00 | +25,9% | |
| 2025-08-18 | Knutzen Jonathan | Officer, Chief Risk Officer | Open Market Sale | -281 | 120,13 | -33.756,53 | -14,5% | |
| 2025-08-18 | Uchida T Christopher | Officer, Chief Financial Officer | Open Market Sale | -782 | 120,13 | -93.941,66 | -40,3% | |
| 2025-08-18 | Christianson Jon | Officer, President | Open Market Sale | -521 | 120,13 | -62.587,73 | -26,9% | |
| 2025-08-18 | Taketa Richard H | Director | Open Market Purchase | 500 | 121,14 | 60.570,00 | +26,0% | |
| 2025-08-07 | Notaras Martha | Director | Open Market Purchase | 100 | 119,92 | 11.991,50 | +5,1% | |
| 2025-07-31 | Herve Rodolphe | Officer, Chief Operating Officer | Open Market Sale | -397 | 130,10 | -51.649,70 | -22,2% | |
| 2025-07-31 | Herve Rodolphe | Officer, Chief Operating Officer | Open Market Sale | -733 | 130,10 | -95.363,30 | -40,9% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
⚠ Vorläufige Daten: Erst 2951 von typischerweise 8401 Fonds (35 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 4.385.138 | 0 | 4.385.138 | 524.023.998 | Neu | +100,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.198.537 | 0 | 1.198.537 | 143.225.172 | Neu | +100,0% | |
| STATE STREET CORP | 1.062.288 | 0 | 1.062.288 | 126.943.416 | Neu | +100,0% | |
| Janus Henderson Group Ltd. | 933.993 | 0 | 933.993 | 111.663.677 | Neu | +100,0% | |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 854.116 | 0 | 854.116 | 102.066.862 | Neu | +100,0% | |
| Sumitomo Mitsui Trust Group, Inc. | 716.335 | 0 | 716.335 | 85.602.033 | Neu | +100,0% | |
| Stephens Investment Management Group LLC | 714.914 | 0 | 714.914 | 85.432.223 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 683.014 | 0 | 683.014 | 81.635.862 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 653.026 | 0 | 653.026 | 78.036.938 | Neu | +100,0% | |
| AMERICAN CENTURY COMPANIES INC | 585.710 | 0 | 585.710 | 69.992.396 | Neu | +100,0% | |
| Freestone Grove Partners LP | 476.484 | 0 | 476.484 | 56.939.838 | Neu | +100,0% | |
| Hood River Capital Management LLC | 426.046 | 0 | 426.046 | 50.912.497 | Neu | +100,0% | |
| Artemis Investment Management LLP | 333.968 | 274.614 | 59.354 | 42.210.216 | Aufgestockt | +21,6% | |
| Champlain Investment Partners, LLC | 326.948 | 0 | 326.948 | 39.070.286 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 320.932 | 0 | 320.932 | 38.351.374 | Neu | +100,0% | |
| VOYA INVESTMENT MANAGEMENT LLC | 320.450 | 0 | 320.450 | 38.293.776 | Neu | +100,0% | |
| FEDERATED HERMES, INC. | 308.753 | 0 | 308.753 | 36.895.985 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 301.523 | 0 | 301.523 | 36.031.999 | Neu | +100,0% | |
| EMERALD ADVISERS, LLC | 298.359 | 0 | 298.359 | 35.653.901 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 287.711 | 0 | 287.711 | 34.381.466 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 255.994 | 0 | 255.994 | 30.591.283 | Neu | +100,0% | |
| VILLERE ST DENIS J & CO LLC | 246.543 | 0 | 246.543 | 29.461.888 | Neu | +100,0% | |
| Qube Research & Technologies Ltd | 240.387 | 0 | 240.387 | 28.726.247 | Neu | +100,0% | |
| GENEVA CAPITAL MANAGEMENT LLC | 214.658 | 0 | 214.658 | 25.651.650 | Neu | +100,0% | |
| MORGAN STANLEY | 209.251 | 0 | 209.251 | 25.005.596 | Neu | +100,0% | |
| Empowered Funds, LLC | 195.118 | 0 | 195.118 | 23.316.601 | Neu | +100,0% | |
| DANSKE BANK A/S | 193.781 | 0 | 193.781 | 23.156.830 | Neu | +100,0% | |
| EMERALD MUTUAL FUND ADVISERS TRUST | 163.270 | 0 | 163.270 | 19.510.765 | Neu | +100,0% | |
| BNP Paribas Asset Management Holding S.A. | 160.677 | 0 | 160.677 | 19.200.902 | Neu | +100,0% | |
| Clark Capital Management Group, Inc. | 157.274 | 0 | 157.274 | 18.794.244 | Neu | +100,0% | |
| Point72 Asset Management, L.P. | 148.578 | 0 | 148.578 | 17.755.071 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 146.570 | 0 | 146.570 | 17.515.116 | Neu | +100,0% | |
| Nuveen, LLC | 145.372 | 0 | 145.372 | 17.371.954 | Neu | +100,0% | |
| BALYASNY ASSET MANAGEMENT L.P. | 141.838 | 0 | 141.838 | 16.949.641 | Neu | +100,0% | |
| PRINCIPAL FINANCIAL GROUP INC | 129.573 | 0 | 129.573 | 15.483.974 | Neu | +100,0% | |
| BARCLAYS PLC | 115.631 | 0 | 115.631 | 13.817.907 | Neu | +100,0% | |
| Woodline Partners LP | 104.218 | 0 | 104.218 | 12.454.051 | Neu | +100,0% | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 103.121 | 0 | 103.121 | 12.322.960 | Neu | +100,0% | |
| BLAIR WILLIAM & CO/IL | 101.428 | 0 | 101.428 | 12.120.646 | Neu | +100,0% | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 94.830 | 0 | 94.830 | 11.332.185 | Neu | +100,0% | |
| SEI INVESTMENTS CO | 93.157 | 0 | 93.157 | 11.132.824 | Neu | +100,0% | |
| STATE OF WISCONSIN INVESTMENT BOARD | 90.225 | 0 | 90.225 | 10.781.888 | Neu | +100,0% | |
| RENAISSANCE GROUP LLC | 89.462 | 0 | 89.462 | 10.690.709 | Neu | +100,0% | |
| UBS Group AG | 86.709 | 0 | 86.709 | 10.361.727 | Neu | +100,0% | |
| FRED ALGER MANAGEMENT, LLC | 84.207 | 0 | 84.207 | 10.062.737 | Neu | +100,0% | |
| AustralianSuper Pty Ltd | 79.418 | 0 | 79.418 | 9.490.451 | Neu | +100,0% | |
| PEREGRINE CAPITAL MANAGEMENT LLC | 68.357 | 71.826 | -3.469 | 8.639.641 | Reduziert | -4,8% | |
| Waverly Advisors, LLC | 70.531 | 0 | 70.531 | 8.428.455 | Neu | +100,0% | |
| RHUMBLINE ADVISERS | 70.129 | 0 | 70.129 | 8.380.405 | Neu | +100,0% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 68.322 | 0 | 68.322 | 8.164.481 | Neu | +100,0% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 2951 von typischerweise 8401 Fonds (35 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| Artemis Investment Management LLP | 333.968 | 274.614 | +21,6% | 42.210.216 | 56,43 | 100 % | 10 Q |
| PEREGRINE CAPITAL MANAGEMENT LLC | 68.357 | 71.826 | -4,8% | 8.639.641 | 11,55 | 37 % | 17 Q |
| OAK RIDGE INVESTMENTS LLC | 39.753 | 38.923 | +2,1% | 5.024.382 | 6,72 | 90 % | 17 Q |
| Conestoga Capital Advisors, LLC | 25.960 | 20.635 | +25,8% | 3.281.084 | 4,39 | 79 % | 17 Q |
| EXCHANGE TRADED CONCEPTS, LLC | 19.059 | 18.631 | +2,3% | 2.408.867 | 3,22 | 95 % | 6 Q |
| Louisiana State Employees Retirement System | 11.600 | 11.800 | -1,7% | 1.466.124 | 1,96 | 100 % | 17 Q |
| PVG ASSET MANAGEMENT CORP | 10.147 | 10.147 | 0,0% | 1.282.479 | 1,71 | 1 % | 3 Q |
| Diversified Trust Co | 8.332 | 8.887 | -6,2% | 1.053.081 | 1,41 | 0 % | 17 Q |
| Police & Firemen's Retirement System of New Jersey | 7.842 | 6.989 | +12,2% | 991.150 | 1,33 | 100 % | 7 Q |
| YOUSIF CAPITAL MANAGEMENT, LLC | 7.095 | 7.067 | +0,4% | 896.737 | 1,20 | 23 % | 17 Q |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 6.285 | 6.554 | -4,1% | 794.361 | 1,06 | 100 % | 17 Q |
| Y-Intercept (Hong Kong) Ltd | 5.529 | 0 | +100,0% | 698.810 | 0,93 | 100 % | 9 Q |
| Essential Investment Partners LLC | 5.030 | 0 | +100,0% | 635.742 | 0,85 | 100 % | 1 Q |
| TRUIST FINANCIAL CORP | 4.639 | 1.962 | +136,4% | 586.323 | 0,78 | 0 % | 9 Q |
| SHEETS SMITH WEALTH MANAGEMENT | 4.327 | 4.327 | 0,0% | 546.890 | 0,73 | 100 % | 9 Q |
| Catalyst Capital Advisors LLC | 4.095 | 5.650 | -27,5% | 517.567 | 0,69 | 100 % | 2 Q |
| Atria Investments, Inc | 2.978 | 3.150 | -5,5% | 376.389 | 0,50 | 0 % | 9 Q |
| BENJAMIN EDWARDS INC | 2.452 | 0 | +100,0% | 309.805 | 0,41 | 100 % | 1 Q |
| Abel Hall, LLC | 2.314 | 0 | +100,0% | 292.466 | 0,39 | 0 % | 1 Q |
| FULCRUM WEALTH ADVISORS, LLC | 2.138 | 0 | +100,0% | 270.222 | 0,36 | 0 % | 1 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 74 | 0,8 | 76 |
| 31.03.2026 | ✓ | 337 | 26,8 | 3.095 |
| 31.12.2025 | ✓ | 333 | 24,3 | 3.100 |
| 30.09.2025 | ✓ | 349 | 24,6 | 2.713 |
| 30.06.2025 | ✓ | 379 | 24,7 | 5.222 |
| 31.03.2025 | ✓ | 326 | 25,5 | 5.225 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| Hood River Capital Management LLC | 426.046 | 50.912.497 |
| Empowered Funds, LLC | 195.118 | 23.316.601 |
| Engineers Gate Manager LP | 30.753 | 3.674.984 |
| JANE STREET GROUP, LLC | 19.808 | 2.367.056 |
| CONNORS INVESTOR SERVICES INC | 16.647 | 1.989.317 |
| Squarepoint Ops LLC | 13.860 | 1.656.270 |
| CONGRESS ASSET MANAGEMENT CO | 12.682 | 1.515.499 |
| Corient Private Wealth LLC | 11.702 | 1.398.391 |
| DC Investments Management, LLC | 11.507 | 1.375.087 |
| Wakefield Asset Management LLLP | 10.072 | 1.203.604 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| Freestone Grove Partners LP | 476.484 | 235.597 | +97.8 % | 56.939.838 |
| CITADEL ADVISORS LLC | 312.732 | 190.245 | +155.3 % | 37.371.474 |
| Janus Henderson Group Ltd. | 933.993 | 138.368 | +17.4 % | 111.663.677 |
| AMERICAN CENTURY COMPANIES INC | 585.710 | 126.701 | +27.6 % | 69.992.396 |
| Qube Research & Technologies Ltd | 240.387 | 122.920 | +104.6 % | 28.726.247 |
| VOYA INVESTMENT MANAGEMENT LLC | 320.450 | 80.848 | +33.7 % | 38.293.776 |
| Artemis Investment Management LLP | 274.614 | 62.335 | +29.4 % | 32.816.373 |
| UBS Group AG | 86.709 | 58.336 | +205.6 % | 10.361.727 |
| DANSKE BANK A/S | 193.781 | 55.486 | +40.1 % | 23.156.830 |
| GOLDMAN SACHS GROUP INC | 301.523 | 54.316 | +22.0 % | 36.031.999 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| BALYASNY ASSET MANAGEMENT L.P. | 141.838 | -166.896 | -54.1 % | 16.949.641 |
| AustralianSuper Pty Ltd | 79.418 | -162.092 | -67.1 % | 9.490.451 |
| FRED ALGER MANAGEMENT, LLC | 84.207 | -92.109 | -52.2 % | 10.062.737 |
| PRINCIPAL FINANCIAL GROUP INC | 129.573 | -78.130 | -37.6 % | 15.483.974 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 24.727 | -72.268 | -74.5 % | 2.954.877 |
| Man Group plc | 2.595 | -71.045 | -96.5 % | 310.103 |
| Sumitomo Mitsui Trust Group, Inc. | 716.335 | -68.830 | -8.8 % | 85.602.033 |
| Handelsbanken Fonder AB | 168.948 | -62.398 | -27.0 % | 20.189 |
| Point72 Asset Management, L.P. | 148.578 | -53.642 | -26.5 % | 17.755.071 |
| MORGAN STANLEY | 209.251 | -50.233 | -19.4 % | 25.005.596 |
Zusätzlich aktuell von 180 Mutual Funds/ETFs gehalten (N-PORT). Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Δ-Balken |
|---|---|---|---|---|---|---|
| 30.04.2026 | Vanguard Capital Management | Passiv (13G) | 5,25 % | 1.401.561 | Neu | |
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -10,18 pp | |
| 07.01.2026 | The Vanguard Group | Passiv (13G/A) | 10,18 % | 2.698.278 | +0,63 pp | |
| 29.04.2025 | BlackRock, Inc. | Passiv (13G/A) | 14,70 % | 3.919.925 | Neu | |
| 12.11.2024 | Champlain Investment Partners, LLC | Passiv (13G) | 4,50 % | 1.190.810 | -0,64 pp | |
| 13.02.2024 | Champlain Investment Partners, LLC | Passiv (13G) | 5,14 % | 1.271.180 | Neu | |
| 13.02.2024 | The Vanguard Group | Passiv (13G/A) | 9,55 % | 2.363.067 | +0,53 pp | |
| 22.01.2024 | . BlackRock, Inc. | Passiv (13G/A) | 16,20 % | 4.015.733 | +0,90 pp | |
| 10.02.2023 | Amundi Asset Management (+1) | Passiv (13G/A) | 0,00 % | 914 | -5,50 pp | |
| 09.02.2023 | The Vanguard Group | Passiv (13G/A) | 9,02 % | 2.276.208 | +0,83 pp | |
| 23.01.2023 | . BlackRock, Inc. | Passiv (13G/A) | 15,30 % | 3.868.622 | +1,10 pp | |
| 14.02.2022 | Amundi Asset Management (+1) | Passiv (13G/A) | 5,50 % | 1.393.097 | +0,50 pp | |
| 10.02.2022 | The Vanguard Group | Passiv (13G/A) | 8,19 % | 2.081.452 | +0,91 pp | |
| 27.01.2022 | . BlackRock, Inc. | Passiv (13G/A) | 14,20 % | 3.601.274 | 0,00 pp | |
| 26.01.2022 | . BlackRock, Inc. | Passiv (13G/A) | 14,20 % | 3.601.274 | +1,80 pp |
Finanzkennzahlen (SEC XBRL) ⓘ
Währung:
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 278.938.000 $ | 42.947.000 $ | 1,57 $ | 3.612.331.000 $ | 959.039.000 $ |
| 2025-12-31 | 10-K | 875.967.000 $ | 197.070.000 $ | 7,17 $ | 3.050.967.000 $ | 942.667.000 $ |
| 2025-09-30 | 10-Q | 244.660.000 $ | 51.455.000 $ | 1,87 $ | 2.943.546.000 $ | 878.110.000 $ |
| 2025-06-30 | 10-Q | 203.311.000 $ | 46.528.000 $ | 1,68 $ | 2.832.491.000 $ | 847.197.000 $ |
| 2025-03-31 | 10-Q | 174.633.000 $ | 42.922.000 $ | 1,57 $ | 2.426.510.000 $ | 790.449.000 $ |
| 2024-12-31 | 10-K | 553.863.000 $ | 117.573.000 $ | 4,48 $ | 2.262.220.000 $ | 729.030.000 $ |
| 2024-09-30 | 10-Q | 148.503.000 $ | 30.497.000 $ | 1,15 $ | 2.276.011.000 $ | 703.313.000 $ |
| 2024-06-30 | 10-Q | 131.069.000 $ | 25.729.000 $ | 1,00 $ | 2.016.049.000 $ | 532.606.000 $ |
| 2024-03-31 | 10-Q | 118.535.000 $ | 26.382.000 $ | 1,04 $ | 1.884.684.000 $ | 501.658.000 $ |
| 2023-12-31 | 10-K | 375.926.000 $ | 79.201.000 $ | 3,13 $ | 1.708.022.000 $ | 471.252.000 $ |
| 2023-09-30 | 10-Q | 90.935.000 $ | 18.432.000 $ | 0,73 $ | 1.626.334.000 $ | 421.334.000 $ |
| 2023-06-30 | 10-Q | 90.396.000 $ | 17.562.000 $ | 0,69 $ | 1.546.307.000 $ | 413.708.000 $ |
| 2023-03-31 | 10-Q | 89.202.000 $ | 17.313.000 $ | 0,68 $ | 1.440.990.000 $ | 404.649.000 $ |
| 2022-12-31 | 10-K | 327.086.000 $ | 52.170.000 $ | 2,02 $ | 1.306.450.000 $ | 384.754.000 $ |
| 2022-09-30 | 10-Q | 80.692.000 $ | 4.286.000 $ | 0,17 $ | 1.216.466.000 $ | 367.845.000 $ |
| 2022-06-30 | 10-Q | 79.660.000 $ | 14.589.000 $ | 0,57 $ | 1.051.141.000 $ | 378.065.000 $ |
| 2022-03-31 | 10-Q | 78.110.000 $ | 14.537.000 $ | 0,56 $ | 957.428.000 $ | 380.400.000 $ |
| 2021-12-31 | 10-K | 247.791.000 $ | 45.847.000 $ | 1,76 $ | 925.734.000 $ | 394.169.000 $ |
| 2021-09-30 | 10-Q | 67.661.000 $ | 246.000 $ | 0,01 $ | 876.808.000 $ | 377.777.000 $ |
| 2021-06-30 | 10-Q | 57.715.000 $ | 12.340.000 $ | 0,47 $ | 829.656.000 $ | 376.745.000 $ |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 08.05.2026 | 278,9 Mio. USD | 1,57 |
| Q3 2025 | 30.09.2025 | 07.11.2025 | 244,7 Mio. USD | 1,87 |
| Q2 2025 | 30.06.2025 | 05.08.2025 | 203,3 Mio. USD | 1,68 |
| Q1 2025 | 31.03.2025 | 06.05.2025 | 174,6 Mio. USD | 1,57 |
| Q3 2024 | 30.09.2024 | 06.11.2024 | 148,5 Mio. USD | 1,15 |
| Q2 2024 | 30.06.2024 | 06.08.2024 | 131,1 Mio. USD | 1,00 |
| Q1 2024 | 31.03.2024 | 03.05.2024 | 118,5 Mio. USD | 1,04 |
| Q3 2023 | 30.09.2023 | 02.11.2023 | 90,9 Mio. USD | 0,73 |
| Q2 2023 | 30.06.2023 | 03.08.2023 | 90,4 Mio. USD | 0,69 |
Einreichungs-Historie (10-K / 10-Q / 20-F / 6-K)
SEC-Einreichungs-Historie der letzten sechs Jahre (Datum = US-Kalendertag,
SEC/ET): Quartalsberichte (10-Q) und Jahresberichte (10-K); ausländische
Emittenten (ADR/Foreign Private Issuer) reichen stattdessen Jahresberichte
(20-F/40-F) und Zwischenmitteilungen (6-K) ein — dort liegt im SEC-Index
keine Berichtsperiode vor, Periode und Verzögerung bleiben leer. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht (US) | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 08.05.2026 | 10-Q | 31.03.2026 | 38 Tage | SEC » |
| 24.02.2026 | 10-K | 31.12.2025 | 55 Tage | SEC » |
| 07.11.2025 | 10-Q | 30.09.2025 | 38 Tage | SEC » |
| 05.08.2025 | 10-Q | 30.06.2025 | 36 Tage | SEC » |
| 06.05.2025 | 10-Q | 31.03.2025 | 36 Tage | SEC » |
| 25.02.2025 | 10-K | 31.12.2024 | 56 Tage | SEC » |
| 06.11.2024 | 10-Q | 30.09.2024 | 37 Tage | SEC » |
| 06.08.2024 | 10-Q | 30.06.2024 | 37 Tage | SEC » |
| 03.05.2024 | 10-Q | 31.03.2024 | 33 Tage | SEC » |
| 23.02.2024 | 10-K | 31.12.2023 | 54 Tage | SEC » |
| 02.11.2023 | 10-Q | 30.09.2023 | 33 Tage | SEC » |
| 03.08.2023 | 10-Q | 30.06.2023 | 34 Tage | SEC » |
| 08.05.2023 | 10-Q | 31.03.2023 | 38 Tage | SEC » |
| 01.03.2023 | 10-K | 31.12.2022 | 60 Tage | SEC » |
| 03.11.2022 | 10-Q | 30.09.2022 | 34 Tage | SEC » |
| 04.08.2022 | 10-Q | 30.06.2022 | 35 Tage | SEC » |
| 05.05.2022 | 10-Q | 31.03.2022 | 35 Tage | SEC » |
| 25.02.2022 | 10-K | 31.12.2021 | 56 Tage | SEC » |
| 05.11.2021 | 10-Q | 30.09.2021 | 36 Tage | SEC » |
| 06.08.2021 | 10-Q | 30.06.2021 | 37 Tage | SEC » |
| 07.05.2021 | 10-Q | 31.03.2021 | 37 Tage | SEC » |
| 09.03.2021 | 10-K | 31.12.2020 | 68 Tage | SEC » |
| 13.11.2020 | 10-Q | 30.09.2020 | 44 Tage | SEC » |
| 05.08.2020 | 10-Q | 30.06.2020 | 36 Tage | SEC » |
Kapitalerhöhungen & Emissions-Historie
Emissions-Historie aus den finalen SEC-Prospekten: Börsengang (424B4) und Kapitalerhöhungen (424B5, Folge-/Sekundärplatzierungen). Volumen = Brutto-Erlös (bei Börsengängen zusätzlich der Ausgabepreis). Wiederholte Kapitalerhöhungen deuten auf Verwässerung der Altaktionäre hin.
| Datum (US) | Art | Volumen | |
|---|---|---|---|
| 09.08.2024 | Kapitalerhöhung | $105,6 Mio · $88,00/Aktie | SEC » |
| 08.08.2024 | Kapitalerhöhung | – | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). Beträge in US-Dollar.
Proxy-/Governance-Filings
Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.
| Datum (US) | Kategorie | HV-Termin (US) | Stichtag (US) | Form | |
|---|---|---|---|---|---|
| 10.04.2026 | HV-Einladung | — | — | DEFA14A | SEC » |
| 10.04.2026 | HV-Einladung | 21.05.2026 Jahres-HV | 31.03.2026 | DEF 14A | SEC » |
| 11.04.2025 | HV-Einladung | — | — | DEFA14A | SEC » |
| 11.04.2025 | HV-Einladung | 22.05.2025 Jahres-HV | 01.04.2025 | DEF 14A | SEC » |
| 11.04.2024 | HV-Einladung | — | — | DEFA14A | SEC » |
| 11.04.2024 | HV-Einladung | 23.05.2024 Jahres-HV | 02.04.2024 | DEF 14A | SEC » |
| 13.04.2023 | HV-Einladung | — | — | DEFA14A | SEC » |
| 13.04.2023 | HV-Einladung | 25.05.2023 Jahres-HV | 03.04.2023 | DEF 14A | SEC » |
| 20.04.2022 | HV-Einladung | — | — | DEFA14A | SEC » |
| 14.04.2022 | HV-Einladung | — | — | DEFA14A | SEC » |
| 14.04.2022 | HV-Einladung | 26.05.2022 Jahres-HV | 01.04.2022 | DEF 14A | SEC » |
| 04.04.2022 | Vorläufig | — | — | PRE 14A | SEC » |
| 16.04.2021 | HV-Einladung | — | — | DEFA14A | SEC » |
| 16.04.2021 | HV-Einladung | 27.05.2021 Jahres-HV | 01.04.2021 | DEF 14A | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).
Kritische 8-K Meldungen ⓘ
WARNUNG: Kritische 8-K-Meldung(en)
HOCH Abgang Schlüsselpersonen (26.05.2026)
HOCH Abgang Schlüsselpersonen (26.05.2026)
| Datum | Meldung | Tags | Schwere | Filing | Auszug |
|---|---|---|---|---|---|
| 26.05.2026 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 30.12.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 20.06.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 01.03.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 26.01.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 04.11.2021 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 28.09.2021 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 26.07.2021 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 24.05.2021 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 06.04.2021 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 01.09.2020 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 15.06.2020 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers. Resignation of Director On June 15, 2020, James Ryan Clark… |
| 13.02.2020 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
8-K-Ereignisse (KI)
🔒 Die vollständige KI-Einordnung je 8-K ist Teil des Kunden-Abos — freischalten.
| Datum | Ereignis | Sentiment | Materialität | Zusammenfassung | Filing |
|---|---|---|---|---|---|
| 29.05.2026 | Guidance-Update | 0,75 | 72 | Palomar Holdings erhöhte die Gesamtjahres-Guidance für 2026 und sicherte sich $421 Millionen zusätzliches Rückversicherungsvolumen für sein … 🔒 | SEC |
| 26.05.2026 | Personalwechsel | 0,15 | 30 | Palomar Holdings ernennt Scott Beiser zum Direktor (Klasse I), wirksam ab 21. Mai 2026, mit Amtszeit bis zur Jahreshauptversammlung 2029. Di… 🔒 | SEC |
| 06.05.2026 | Quartalszahlen | 0,00 | 65 | Palomar Holdings gab Quartalsergebnisse für Q1 2026 ab; Verwaltungsrat genehmigte Aktienrückkaufprogramm über 200 Mio. USD mit zweijähriger … 🔒 | SEC |
| 23.02.2026 | Sonstiges | 0,05 | 15 | Palomar Holdings aktualisierte seine Unternehmensdarstellung für Konferenzen und Analystenpräsentationen. | SEC |
| 11.02.2026 | Quartalszahlen | 0,00 | 65 | Palomar Holdings kündigte Finanzergebnisse für das Quartal zum 31. Dezember 2025 an. | SEC |
| 02.02.2026 | M&A abgeschlossen | 0,25 | 87 | Palomar Holdings schloss die Akquisition ab und erwarb alle Equity-Anteile des Zielunternehmens für ~$311 Millionen in bar. Eine neue Kredit… 🔒 | SEC |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-06-30 | 20 | 126,33 | 2.527 |
| 2026-06-29 | 2 | 126,32 | 253 |
| 2026-06-26 | 8.008 | 117,84 | 943.663 |
| 2026-06-25 | 8.000 | 118,91 | 951.280 |
| 2026-06-24 | 33 | 116,08 | 3.831 |
| 2026-06-23 | 15 | 111,58 | 1.674 |
| 2026-06-22 | 64 | 111,70 | 7.149 |
| 2026-06-16 | 827 | 113,01 | 93.459 |
| 2026-06-15 | 10 | 114,85 | 1.149 |
| 2026-06-10 | 1.042 | 108,68 | 113.245 |