| COMPANY NAME |
TICKER |
DIVISION NAME |
REVENUE |
INCOME |
MARGIN |
| Nobility Homes Inc |
NOBH |
Total |
11.8 |
1.1 |
8.92 % |
| M and t Bank Corporation |
MTB |
Residential Mortgage Banking |
99.5 |
21.2 |
21.25 % |
| Allstate Corp |
ALL |
Property-Liability |
7,812.0 |
538.0 |
6.89 % |
| American International Group Inc |
AIG |
General Insurance |
10,007.0 |
1,207.0 |
12.06 % |
| Apartment Investment And Management Company |
AIV |
Real estate |
201.4 |
135.7 |
67.38 % |
| Apartment Investment And Management Company |
AIV |
Total |
42.9 |
-4.8 |
- |
| Bank Of America Corporation |
BAC |
Consumer & Commercial |
9,614.0 |
-3,687.0 |
- |
| The Bank Of New York Mellon Corporation |
BK |
Total |
4,046.0 |
1,027.0 |
25.38 % |
| Cincinnati Financial Corporation |
CINF |
Commercial lines |
758.0 |
121.0 |
15.96 % |
| Cincinnati Financial Corporation |
CINF |
Personal lines |
277.0 |
-2.0 |
- |
| Citigroup inc |
C |
Global Consumer |
8,460.0 |
1,682.0 |
19.88 % |
| Equity Residential |
EQR |
Total |
623.2 |
447.3 |
71.78 % |
| Huntington Bancshares Incorporated |
HBAN |
Total |
1,757.0 |
378.0 |
21.51 % |
| Jpmorgan Chase and Co |
JPM |
Commercial |
1,644.0 |
518.0 |
31.51 % |
| Metlife Inc |
MET |
AUTO & HOME |
1,181.0 |
143.0 |
12.11 % |
| Mgic Investment Corp |
MTG |
Total |
297.9 |
153.1 |
51.38 % |
| Progressive Corp |
PGR |
Total |
11,859.2 |
118.5 |
1 % |
| Prologis Inc |
PLD |
Total |
1,183.0 |
797.7 |
67.43 % |
| Pultegroup Inc |
PHM |
Financial Services |
39.0 |
14.4 |
36.86 % |
| Slm Corp |
SLM |
Total |
233.0 |
72.8 |
31.26 % |
| Genworth Financial Inc |
GNW |
Mortgage Insurance |
461.0 |
166.0 |
36.01 % |
| Us Bancorp De |
USB |
Total |
6,027.0 |
2,034.0 |
33.75 % |
| Wells Fargo and Company |
WFC |
Community |
13,618.0 |
3,686.0 |
27.07 % |
| Wells Fargo and Company |
WFC |
Total |
20,229.0 |
4,839.0 |
23.92 % |
| Xl Fleet Corp |
XL |
Total |
3.2 |
-7.5 |
- |
| Zions Bancorporation National Association |
ZION |
Total |
740.0 |
240.0 |
32.43 % |
| Pnc Financial Services Group Inc |
PNC |
Consumer Banking |
1,642.0 |
144.0 |
8.77 % |
| Pnc Financial Services Group Inc |
PNC |
Residential Mortgage Banking |
166.0 |
-3.0 |
- |
| The Hartford Financial Services Group Inc |
HIG |
Property & Casualty Total |
1,647.0 |
211.0 |
12.81 % |
| Fifth Third Bancorp |
FITB |
Consumer Lending |
138.0 |
13.0 |
9.42 % |
| Peoples United Financial Inc |
PBCT |
Retail Banking |
129.7 |
-3.9 |
- |
| Northern Trust Corporation |
NTRS |
Personal Financial Services |
493.1 |
184.0 |
37.31 % |
| Jpmorgan Chase and Co |
JPM |
Financial Services |
10,879.0 |
2,630.0 |
24.18 % |
| Regions Financial Corporation |
RF |
Community Banking |
614.0 |
151.0 |
24.59 % |
| E trade Financial Corporation |
ETFC |
Retail |
344.0 |
130.0 |
37.79 % |
| Loews Corp |
L |
Specialty Lines |
846.0 |
248.0 |
29.31 % |
| Fifth Third Bancorp |
FITB |
Retail |
592.0 |
102.0 |
17.23 % |
| Xl Fleet Corp |
XL |
Property & Casualty |
2,200.2 |
46.3 |
2.1 % |
| Avalonbay Communities inc |
AVB |
Total |
580.8 |
78.8 |
13.58 % |
| Travelers Companies inc |
TRV |
Commercial |
4,241.0 |
546.0 |
12.87 % |
| Travelers Companies inc |
TRV |
Personal |
1,936.0 |
241.0 |
12.45 % |
| Travelers Companies inc |
TRV |
Premiums |
3,653.0 |
0.0 |
- |
| Travelers Companies inc |
TRV |
Specialty |
599.0 |
196.0 |
32.72 % |
| Capital one financial corp |
COF |
Commercial Banking |
589.0 |
172.0 |
29.2 % |
| Schwab Charles Corp |
SCHW |
Individual Investor |
1,205.0 |
433.0 |
35.93 % |
| Capital one financial corp |
COF |
Consumer Banking |
1,640.0 |
291.0 |
17.74 % |
| Berkshire Hathaway Inc |
BRKA |
Berkshire Hathaway Primary Group |
1,429.0 |
188.0 |
13.16 % |
| Berkshire Hathaway Inc |
BRKA |
GEICO |
5,788.0 |
258.0 |
4.46 % |
| Mbia Inc |
MBI |
Structured Finance |
-25.0 |
-68.0 |
- |
| Bank Of America Corporation |
BAC |
Global Commercial Banking |
3,621.0 |
213.0 |
5.88 % |
| Huntington Bancshares Incorporated |
HBAN |
Retail & Business Banking |
369.9 |
58.6 |
15.84 % |
| Bank Of America Corporation |
BAC |
Commercial & Investment |
8,262.0 |
2,285.0 |
27.66 % |
| Metlife Inc |
MET |
Retail |
5,206.0 |
523.0 |
10.05 % |
| Huntington Bancshares Incorporated |
HBAN |
Commercial Banking |
164.8 |
59.4 |
36.06 % |
| Huntington Bancshares Incorporated |
HBAN |
Home lending |
48.3 |
5.0 |
10.41 % |
| Allstate Corp |
ALL |
PL Commercial lines |
125.0 |
0.0 |
- |
| Allstate Corp |
ALL |
PL Other personal lines |
420.0 |
0.0 |
- |
| American International Group Inc |
AIG |
Mortgage Guaranty |
266.0 |
162.0 |
60.9 % |
| American International Group Inc |
AIG |
Property Casualty |
5,715.0 |
569.0 |
9.96 % |
| American International Group Inc |
AIG |
Personal Insurance |
2,871.0 |
62.0 |
2.16 % |
| Lgi Homes Inc |
LGIH |
Total |
751.6 |
100.6 |
13.38 % |
| New Home Co Inc |
NWHM |
Total |
140.5 |
4.8 |
3.4 % |
| Meritage Homes Corp |
MTH |
Total |
374.7 |
200.8 |
53.57 % |
| Nvr Inc |
NVR |
Total |
2,395.6 |
332.1 |
13.86 % |
| Covanta Holding Corporation |
CVA |
Total |
539.0 |
30.0 |
5.57 % |
| Beazer Homes Usa Inc |
BZH |
Total |
590.9 |
48.4 |
8.18 % |
| M d c Holdings Inc |
MDC |
Total |
1,257.7 |
146.0 |
11.6 % |
| Mi Homes Inc |
MHO |
Total |
904.3 |
91.0 |
10.06 % |
| Skyline Champion Corporation |
SKY |
Total |
524.2 |
50.7 |
9.68 % |
| Cavco Industries Inc |
CVCO |
Total |
359.5 |
37.7 |
10.48 % |
| Hovnanian Enterprises Inc |
HOV |
Total |
889.4 |
525.8 |
59.12 % |
| Lennar Corp |
LEN |
Total |
6,941.4 |
1,409.2 |
20.3 % |
| Bok Financial Corp |
BOKF |
Total |
533.1 |
187.7 |
35.22 % |
| Popular Inc |
BPOP |
Total |
719.8 |
247.8 |
34.42 % |
| Bank Of America Corporation |
BAC |
Total |
22,766.0 |
7,691.0 |
33.78 % |
| Citigroup inc |
C |
Total |
17,154.0 |
4,668.0 |
27.21 % |
| Citizens Financial Group Inc |
CFG |
Total |
1,692.0 |
504.0 |
29.79 % |
| Cyngn Inc |
CYN |
Total |
-0.0 |
-2.1 |
- |
| East West Bancorp inc |
EWBC |
Total |
478.8 |
225.4 |
47.08 % |
| First Citizens Bancshares Inc |
FCNCA |
Total |
471.0 |
124.1 |
26.35 % |
| First Financial Bankshares Inc |
FFIN |
Total |
133.5 |
58.9 |
44.14 % |
| First Interstate Bancsystem Inc |
FIBK |
Total |
166.6 |
47.1 |
28.27 % |
| First Midwest Bancorp Inc |
FMBI |
Total |
190.4 |
54.3 |
28.55 % |
| Fnb Corp |
FNB |
Total |
322.0 |
111.0 |
34.47 % |
| Fulton Financial Corp |
FULT |
Total |
234.4 |
75.6 |
32.24 % |
| Glacier Bancorp Inc |
GBCI |
Total |
196.7 |
75.6 |
38.44 % |
| Great Western Bancorp Inc |
GWB |
Total |
149.4 |
51.9 |
34.74 % |
| Hilltop Holdings inc |
HTH |
Total |
478.9 |
95.4 |
19.93 % |
| First Internet Bancorp |
INBK |
Total |
28.8 |
12.1 |
42.04 % |
| Independent Bank Corp |
INDB |
Total |
126.5 |
40.0 |
31.61 % |
| Nbt Bancorp Inc |
NBTB |
Total |
121.3 |
37.4 |
30.85 % |
| Ofg Bancorp |
OFG |
Total |
140.2 |
41.7 |
29.72 % |
| Northwest Bancshares inc |
NWBI |
Total |
132.0 |
35.1 |
26.57 % |
| Pacwest Bancorp |
PACW |
Total |
347.2 |
140.0 |
40.32 % |
| Park National Corporation |
PRK |
Total |
112.0 |
35.4 |
31.63 % |
| Renasant Corp |
RNST |
Total |
155.2 |
40.1 |
25.81 % |
| Simmons First National Corp |
SFNC |
Total |
213.7 |
179.9 |
84.19 % |
| Svb Financial Group |
SIVB |
Total |
1,503.0 |
475.0 |
31.6 % |
| Santander Holdings Usa Inc |
SOVxC |
Total |
2,582.2 |
856.7 |
33.18 % |
| Southstate Corp |
SSB |
Total |
385.9 |
122.8 |
31.82 % |
| S and t Bancorp Inc |
STBA |
Total |
81.2 |
27.6 |
34 % |
| Sterling Bancorp |
STL |
Total |
246.4 |
95.7 |
38.83 % |
| Triumph Bancorp Inc |
TBK |
Total |
105.0 |
24.4 |
23.26 % |
| Starco Brands Inc |
TCB |
Total |
0.2 |
-0.0 |
- |
| Texas Capital Bancshares Inc |
TCBI |
Total |
246.1 |
73.5 |
29.86 % |
| United Bankshares Inc |
UBSI |
Total |
258.0 |
92.2 |
35.71 % |
| United Community Banks Inc |
UCBI |
Total |
192.2 |
71.6 |
37.28 % |
| Umb Financial Corp |
UMBF |
Total |
322.7 |
94.5 |
29.28 % |
| Valley National Bancorp |
VLY |
Total |
339.9 |
122.6 |
36.06 % |
| Westamerica Bancorporation |
WABC |
Total |
54.6 |
22.1 |
40.41 % |
| Western Alliance Bancorporation |
WAL |
Total |
536.2 |
236.9 |
44.18 % |
| Webster Financial Corporation |
WBS |
Total |
305.7 |
95.7 |
31.31 % |
| Wesbanco Inc |
WSBC |
Total |
149.8 |
44.4 |
29.65 % |
| Allegiance Bancshares Inc |
ABTX |
Total |
58.0 |
19.1 |
32.88 % |
| Atlantic Capital Bancshares inc |
ACBI |
Total |
31.8 |
13.3 |
41.86 % |
| American National Bankshares Inc |
AMNB |
Total |
27.7 |
10.2 |
36.7 % |
| American River Bankshares |
AMRB |
Total |
7.7 |
2.6 |
34.27 % |
| Arrow Financial Corporation |
AROW |
Total |
36.2 |
29.8 |
82.24 % |
| Commerce Bancshares Inc |
CBSH |
Total |
358.9 |
125.8 |
35.04 % |
| Cullen |
CFR |
Total |
339.3 |
108.0 |
31.82 % |
| Embassy Bancorp Inc |
EMYB |
Total |
11.7 |
4.4 |
38 % |
| Equity Bancshares Inc |
EQBK |
Total |
45.7 |
11.8 |
25.73 % |
| First Business Financial Services Inc |
FBIZ |
Total |
30.5 |
9.2 |
30.15 % |
| Fidelity D and D Bancorp Inc |
FDBC |
Total |
20.7 |
4.9 |
23.44 % |
| F and m Bank Corp |
FMBM |
Total |
11.2 |
4.7 |
41.89 % |
| Fncb Bancorp Inc |
FNCB |
Total |
15.1 |
6.4 |
42.07 % |
| Franklin Financial Services Corporation |
FRAF |
Total |
17.8 |
5.9 |
32.98 % |
| First National Corp |
FXNC |
Total |
12.4 |
2.4 |
19.36 % |
| Hills Bancorporation |
HBIA |
Total |
35.2 |
13.1 |
37.3 % |
| County Bancorp Inc |
ICBK |
Total |
14.6 |
4.1 |
28.18 % |
| Isabella Bank Corp |
ISBA |
Total |
16.8 |
4.7 |
27.91 % |
| Juniata Valley Financial Corp |
JUVF |
Total |
6.7 |
1.7 |
25.97 % |
| Mackinac Financial Corp |
MFNC |
Total |
15.6 |
2.9 |
18.83 % |
| National Bank Holdings Corp |
NBHC |
Total |
76.1 |
19.8 |
26.05 % |
| New Peoples Bankshares Inc |
NWPP |
Total |
10.4 |
0.0 |
- |
| Prosperity Bancshares Inc |
PB |
Total |
283.2 |
128.6 |
45.4 % |
| Prime Meridian Holding Co |
PMHG |
Total |
6.3 |
2.1 |
33.5 % |
| Smartfinancial Inc |
SMBK |
Total |
35.5 |
9.6 |
27.01 % |
| Sunnyside Bancorp Inc |
SNNY |
Total |
0.6 |
-0.4 |
- |
| Mufg Americas Holdings Corporation |
UB |
Total |
1,601.0 |
308.0 |
19.24 % |
| United Bancshares Inc |
UBOH |
Total |
14.6 |
4.1 |
28 % |
| Uwharrie Capital Corp |
UWHR |
Total |
12.6 |
2.7 |
21.3 % |
| Washington Trust Bancorp Inc |
WASH |
Total |
56.6 |
18.8 |
33.13 % |
| Wilson Bank Holding Co |
WBHC |
Total |
40.4 |
13.3 |
33.06 % |
| Wsfs Financial Corporation |
WSFS |
Total |
168.4 |
54.5 |
32.33 % |
| Investors Bancorp Inc |
ISBC |
Total |
223.6 |
66.9 |
29.94 % |
| Bankfinancial Corp |
BFIN |
Total |
12.4 |
1.6 |
13.25 % |
| West Bancorporation Inc |
WTBA |
Total |
26.9 |
12.7 |
47.26 % |
| Brookline Bancorp inc |
BRKL |
Total |
79.4 |
28.8 |
36.32 % |
| Orix Corporation |
IX |
Total |
20,637.6 |
1,771.6 |
8.58 % |
| Ag Mortgage Investment Trust Inc |
MITT |
Total |
18.1 |
34.6 |
190.73 % |
| Lendingtree inc |
TREE |
Total |
297.5 |
-4.5 |
- |
| Nomura Holdings Inc |
NMR |
Total |
14,599.3 |
1,448.0 |
9.92 % |
| Mizuho Financial Group Inc |
MFG |
Total |
26,466.5 |
7,421.9 |
28.04 % |
| Interactive Brokers Group inc |
IBKR |
Total |
464.0 |
206.0 |
44.4 % |
| Navient Corporation |
NAVI |
Total |
472.0 |
173.0 |
36.65 % |
| National Holdings Corp |
NHLD |
Total |
67.8 |
-0.9 |
- |
| B Riley Financial inc |
RILY |
Total |
381.5 |
51.7 |
13.54 % |
| Ally Financial Inc |
ALLY |
Total |
1,985.0 |
683.0 |
34.41 % |
| Atlanticus Holdings Corp |
ATLC |
Total |
203.9 |
47.1 |
23.09 % |
| Enova International Inc |
ENVA |
Total |
320.2 |
51.8 |
16.18 % |
| 1st Franklin Financial Corp |
FFC |
Total |
79.0 |
10.2 |
12.94 % |
| Lendingclub Corporation |
LC |
Total |
208.6 |
0.0 |
- |
| Leaf Group Ltd |
LEAF |
Total |
51.9 |
-6.3 |
- |
| Nelnet Inc |
NNI |
Total |
280.8 |
51.2 |
18.24 % |
| Ocwen Financial Corporation |
OCN |
Total |
283.1 |
31.8 |
11.24 % |
| On Deck Capital Inc |
ONDK |
Total |
70.2 |
-4.1 |
- |
| Pennymac Financial Services inc |
PFSI |
Total |
1,212.6 |
249.3 |
20.56 % |
| Regional Management Corp |
RM |
Total |
111.5 |
22.2 |
19.94 % |
| Security National Financial Corporation |
SNFCA |
Total |
119.5 |
10.8 |
9.03 % |
| Walker and Dunlop Inc |
WD |
Total |
346.3 |
71.8 |
20.73 % |
| World Acceptance Corp |
WRLD |
Total |
137.8 |
12.4 |
9.03 % |
| Triple s Management Corporation |
GTS |
Total |
1,049.3 |
8.2 |
0.78 % |
| National Security Group Inc |
NSEC |
Total |
16.7 |
-0.6 |
- |
| Brown and Brown Inc |
BRO |
Total |
770.3 |
146.4 |
19 % |
| Tiptree Inc |
TIPT |
Total |
286.6 |
3.3 |
1.17 % |
| Arch Capital Group Ltd |
ACGL |
Total |
2,101.2 |
421.4 |
20.06 % |
| Aspira Women s Health Inc |
AWH |
Total |
1.7 |
-9.7 |
- |
| Axis Capital Holdings Ltd |
AXS |
Total |
1,337.4 |
54.9 |
4.11 % |
| Conifer Holdings Inc |
CNFR |
Total |
26.7 |
-1.2 |
- |
| China United Insurance Service inc |
CUII |
Total |
31.6 |
5.4 |
16.94 % |
| Donegal Group Inc |
DGICA |
Total |
203.1 |
-6.7 |
- |
| Essent Group Ltd |
ESNT |
Total |
283.5 |
205.4 |
72.43 % |
| Fednat holding company |
FNHC |
Total |
66.7 |
-24.8 |
- |
| Enstar Group Ltd |
ESGR |
Total |
-70.3 |
-187.6 |
- |
| Global Indemnity Group Llc |
GBLI |
Total |
167.0 |
-7.7 |
- |
| Hallmark Financial Services inc |
HALL |
Total |
97.4 |
3.4 |
3.54 % |
| Hci Group Inc |
HCI |
Total |
99.2 |
-4.9 |
- |
| Horace Mann Educators Corporation |
HMN |
Total |
329.6 |
16.3 |
4.95 % |
| Heritage Insurance Holdings Inc |
HRTG |
Total |
167.4 |
-16.4 |
- |
| James River Group Holdings Ltd |
JRVR |
Total |
191.6 |
20.8 |
10.88 % |
| Kingsway Financial Services Inc |
KFS |
Total |
21.0 |
-0.2 |
- |
| Kingstone Companies Inc |
KINS |
Total |
39.5 |
-0.3 |
- |
| Kemper Corporation |
KMPR |
Total |
1,455.4 |
54.5 |
3.74 % |
| Mercury General Corporation |
MCY |
Total |
932.2 |
1.3 |
0.14 % |
| Markel Corporation |
MKL |
Total |
2,687.4 |
189.7 |
7.06 % |
| National General Holdings Corp |
NGHC |
Total |
1,451.8 |
132.2 |
9.1 % |
| Nmi Holdings Inc |
NMIH |
Total |
124.0 |
60.2 |
48.53 % |
| Outbrain Inc |
OB |
Total |
250.8 |
-53.9 |
- |
| Old Republic International Corporation |
ORI |
Total |
2,012.2 |
88.7 |
4.41 % |
| Proassurance Corporation |
PRA |
Total |
309.7 |
12.2 |
3.94 % |
| Radian Group Inc |
RDN |
Total |
325.8 |
126.4 |
38.81 % |
| Rli Corp |
RLI |
Total |
270.5 |
29.2 |
10.81 % |
| Safety Insurance Group inc |
SAFT |
Total |
222.9 |
37.7 |
16.9 % |
| State Auto Financial Corporation |
STFC |
Total |
391.1 |
-14.3 |
- |
| Hanover Insurance Group Inc |
THG |
Total |
1,276.4 |
34.0 |
2.66 % |
| United Fire Group Inc |
UFCS |
Total |
248.5 |
-9.6 |
- |
| United Insurance Holdings Corp |
UIHC |
Total |
162.7 |
-15.1 |
- |
| Unico American Corporation |
UNAM |
Total |
8.1 |
-1.4 |
- |
| Universal Insurance Holdings Inc |
UVE |
Total |
287.3 |
20.2 |
7.03 % |
| White Mountains Insurance Group ltd |
WTM |
Total |
-10.1 |
-383.9 |
- |
| Alleghany Corp |
Y |
Total |
2,928.8 |
419.6 |
14.33 % |
| Veritec Inc |
VRTC |
Total |
0.1 |
-0.2 |
- |
| Diebold Nixdorf Incorporated |
DBD |
Total |
958.2 |
-2.0 |
- |
| Paymentus Holdings Inc |
PAY |
Total |
101.7 |
0.4 |
0.42 % |
| Aci Worldwide Inc |
ACIW |
Total |
316.9 |
13.8 |
4.34 % |
| Bottomline Technologies Inc |
EPAY |
Total |
123.6 |
-4.9 |
- |
| On Track Innovations Ltd |
OTIV |
Total |
5.0 |
-1.5 |
- |
| Wintrust Financial Corp |
WTFC |
Total |
431.9 |
109.1 |
25.27 % |
| APROX. MARKET |
|
SUBTOTAL |
336,717 |
59,830 |
17.77 % |
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