Market Cap
$25.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 16, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Jul 27, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 21, 2026 | Wells Fargo | MAINTAIN | Underweight | 54% |
| Jul 21, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 21, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Jul 16, 2026 | B of A Securities | DOWNGRADE | Underperform | 54% |
| Jul 10, 2026 | Evercore ISI Group | MAINTAIN | Underperform | 59% |
| Jul 9, 2026 | Wells Fargo | MAINTAIN | Underweight | 54% |
| Jul 9, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | 49% |
| Jul 9, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 2 | 15 | 9 | 2 | 7% | |
| Aug 1, 2026 | 0 | 2 | 15 | 9 | 2 | 7% | |
| Jul 1, 2026 | 0 | 2 | 17 | 8 | 1 | 7% | |
| Jun 1, 2026 | 0 | 1 | 18 | 7 | 1 | 4% | |
| May 1, 2026 | 0 | 2 | 18 | 6 | 1 | 7% | |
| Apr 1, 2026 | 1 | 2 | 14 | 8 | 1 | 12% | |
| Mar 1, 2026 | 1 | 2 | 13 | 8 | 1 | 12% | |
| Feb 1, 2026 | 2 | 2 | 13 | 8 | 1 | 15% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.12 | $1.04–$1.19 | 2.3% | +0.4% | 2↑ 0↓ | $3.2B | 16 |
| Next Q | $1.21 | $1.11–$1.26 | 7.0% | +0.2% | 3↑ 0↓ | $3.2B | 15 |
| Current FY | $4.89 | $4.71–$5.03 | 13.0% | +0.4% | 16↑ 0↓ | $12.8B | 18 |
| Next FY | $4.86 | $4.47–$5.10 | -0.6% | +0.4% | 3↑ 0↓ | $13.3B | 18 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.125 | — |
| 7d ago | $1.120 | +0.004 |
| 30d ago | $1.120 | +0.004 |
| 60d ago | $1.116 | +0.009 |
| 90d ago | $1.089 | +0.036 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 21,934,626 | $1.5B | 12.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 18,690,969 | $1.3B | 10.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14,550,971 | $1.0B | 8.5% | — |
| STATE STREET CORP | 14,126,628 | $1.0B | 8.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 8,268,721 | $588.5M | 4.9% | — |
| MORGAN STANLEY | 8,252,790 | $582.1M | 4.8% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6,377,064 | $449.8M | 3.7% | — |
| Invesco Ltd. | 5,028,284 | $354.6M | 2.9% | — |
| GOLDMAN SACHS GROUP INC | 4,158,216 | $293.3M | 2.4% | ADD +45.8% |
| DIMENSIONAL FUND ADVISORS LP | 4,041,846 | $285.1M | 2.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 2,851,284 | 4,158,216 | +45.8% | $293.3M |
| NORGES BANK | NEW | — | 3,148,633 | — | $222.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 803,150 | 2,588,583 | +222.3% | $182.6M |
| JPMORGAN CHASE & CO | TRIM | 3,273,964 | 2,154,477 | -34.2% | $153.0M |
| Bank of New York Mellon Corp | TRIM | 2,033,932 | 1,347,506 | -33.7% | $95.0M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 582,155 | 969,375 | +66.5% | $68.4M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 459,227 | 936,192 | +103.9% | $66.0M |
| Squarepoint Ops LLC | DOUBLED | 53,642 | 751,280 | +1300.5% | $53.0M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | ADD | 499,839 | 651,963 | +30.4% | $46.0M |
| TUDOR INVESTMENT CORP ET AL | ADD | 426,345 | 571,238 | +34.0% | $40.3M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 3, 2026 | Welt Philip S | EVP & Secretary | AWARD | 14,086 | — | — |
| Aug 3, 2026 | Baio Richard Mark | EVP & CFO | TAX W/H | 650 | $72.29 | $47.0K |
| Aug 3, 2026 | Baio Richard Mark | EVP & CFO | AWARD | 14,086 | — | — |
| Aug 3, 2026 | SHIEL JAMES G | EVP - Investments | TAX W/H | 650 | $72.29 | $47.0K |
| Aug 3, 2026 | SHIEL JAMES G | EVP - Investments | AWARD | 14,086 | — | — |
| Aug 3, 2026 | Welt Philip S | EVP & Secretary | TAX W/H | 592 | $72.29 | $42.8K |
| Aug 3, 2026 | BERKLEY WILLIAM R JR | Chairman, President and CEO | TAX W/H | 4,139 | $72.29 | $299.2K |
| Aug 3, 2026 | BERKLEY WILLIAM R JR | Chairman, President and CEO | AWARD | 98,593 | — | — |
| Jun 3, 2026 | Talisman Jonathan | Director | AWARD | 3,090 | — | — |
| Jun 3, 2026 | BLAYLOCK RONALD E | Director | AWARD | 3,090 | — | — |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 5, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Berkley (W.R.) Corp | Jul 3, 2026(29d) |
| Jun 2, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Berkley (W.R.) Corp | Jul 8, 2026(37d) |
| Jan 20, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Berkley (W.R.) Corp | Feb 16, 2026(28d) |
| Jan 6, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Berkley (W.R.) Corp | Feb 16, 2026(42d) |