大师持有数 · 近 5 季ⓘ
3
2025Q2 – 2026Q2 · 与上季持平
持仓机构本季动作仓位价值占其组合风格
Markel持有$165M1.25%保险浮存金 / 长期价值
Givernyⓘ加仓+2.64%$118M3.98%长期成长价值
Marathon减仓-20.79%$30M1.23%资本周期 / 反向价值
机构如何谈论它ⓘ
2025-04-09Colossus (Invest Like the Best / Business Breakdowns)中性Goosehead: Insuring Coverage - [Business Breakdowns, EP.212]详情 →
2024-12-31Giverny Capital看多Giverny Capital Annual Letter to Partners 2024详情 →
2024-10-16Colossus (Invest Like the Best / Business Breakdowns)中性AIG: Rise, Fall, and Rebirth - [Business Breakdowns, EP.187]详情 →
2006-12-31Giverny Capital看多Giverny Capital Annual Letter to Partners 2006详情 →
2004-12-31Giverny Capital看多Giverny Capital Annual Letter to Partners 2004详情 →
2003-12-31Giverny Capital看多Giverny Capital Annual Letter to Partners 2003详情 →
2002-12-31Giverny Capital看多Giverny Capital Annual Letter to Partners 2002详情 →
2001-12-31Giverny Capital看多Giverny Capital Annual Letter to Partners 2001详情 →
财报电话会ⓘ
财务速览ⓘFY2025 · 来源: SEC EDGAR 10-K
近5年营收年化 16% · 最新净利率 12.9% · 自由现金流持续为正
营收$87.7B
营收同比+16.3%
毛利率—
净利率12.9%
净利润$11.3B
自由现金流$17.2B
经营现金流$17.5B
ROE37.3%