Overview
Insider buying was concentrated in utilities and financials, while notable selling activity was seen in financials, healthcare, and retail trade.
High Signal
RSG — L.l.c. Cascade Investment purchased $108.6M across 5 filings between 2026-08-24 and 2026-08-25. The trades were executed at prices ranging from $221.12 to $223.73. The holding percentage change was modest, reflecting incremental accumulation. Sector: Utilities, Industry: Electric Utilities.
CCD — LLC MetLife Investment Management (indirect — See Footnotes) purchased $19.1M across 5 filings on 2026-08-26. These securities are held directly by clients for whom the reporting person serves as investment manager. The reporting person disclaims beneficial ownership except to the extent of its pecuniary interest. Sector: Financials, Industry: Asset Management.
Notable Buys
CHW — LLC MetLife Investment Management (indirect — See Footnotes) purchased $10.5M (first recorded purchase of CHW). These securities are held directly by clients for whom the reporting person serves as investment manager. The reporting person disclaims beneficial ownership except to the extent of its pecuniary interest. Sector: Financials, Industry: Asset Management.
CHY — LLC MetLife Investment Management (indirect — See Footnotes) purchased $7.2M (first recorded purchase of CHY). These securities are held directly by clients for whom the reporting person serves as investment manager. The reporting person disclaims beneficial ownership except to the extent of its pecuniary interest. Sector: Financials, Industry: Asset Management.
CHI — LLC MetLife Investment Management (indirect — See Footnotes) purchased $8.6M (first recorded purchase of CHI). These securities are held directly by clients for whom the reporting person serves as investment manager. The reporting person disclaims beneficial ownership except to the extent of its pecuniary interest. Sector: Financials, Industry: Asset Management.
Notable Sells
JMKE — Blackstone Holdings II L.P. (indirect — See Footnotes) sold $56.2M across 2 filings between 2026-08-25 and 2026-08-25. The sales were executed as part of a secondary public offering, with multiple Blackstone-related entities involved. 8 other insiders also sold in the last 30 days, indicating broad participation.
CHYM — DST Global Advisors Ltd (indirect — By DST Global VI, L.P.; By DST Investments XXI, L.P.; By DST Global VII, L.P.; By DSTG VII Investments-1, L.P.; By DSTG VI Investments-A, L.P.) sold $55.0M across 5 filings on 2026-08-24. The sales were executed at a weighted average price of $33.09. 18 other insiders also sold in the last 30 days, showing significant insider distribution.
SCHW — Co-Chairman (Bettinger Walter W) (indirect — by Family Trust) sold $20.0M on 2026-08-24. Co-Chairman (Schwab Charles R.) (indirect — by Trust) sold $13.2M on 2026-08-24. Both sales were executed at prices around $113.20, with the transactions involving trust and family holdings.
THC — CEO (Sutaria Saumya) sold $25.8M across 4 filings between 2026-08-24 and 2026-08-25. The sales were executed at prices ranging from $273.34 to $278.90. The CEO has made multiple sales in a short period, indicating a significant reduction in direct holdings.
AFG — Co-CEO (Carl H Lindner Iii) (indirect — Indirect #1) sold $12.9M across 2 filings between 2026-08-24 and 2026-08-26. The sales were executed at prices around $144.28, with the transactions involving family trust holdings. 2 other insiders also sold in the last 30 days.
Patterns
- Financial sector funds saw both concentrated insider buying (MetLife Investment Management) and significant selling (DST Global Advisors Ltd).
- Multiple insiders sold large blocks in retail (JMKE) and financials (CHYM), with notable clustering of activity.
- Utilities sector saw a major accumulation by a single institutional holder.
Close
Top buy tickers by $ value: RSG $108.6M, CCD $19.1M, CHI $8.6M.
Top sell tickers by $ value: JMKE $56.2M, CHYM $55.0M, THC $25.8M.