Charles A Davis - Net Worth and Insider Trading

Charles A Davis Net Worth

The estimated net worth of Charles A Davis is at least $523 Million dollars as of 2024-04-26. Charles A Davis is the Director of Axis Capital Holdings Ltd and owns about 6,819,926 shares of Axis Capital Holdings Ltd (AXS) stock worth over $415 Million. Charles A Davis is the Director of Progressive Corp and owns about 260,416 shares of Progressive Corp (PGR) stock worth over $54 Million. Charles A Davis is also the Chairman and CEO, MMC Captial of Marsh & McLennan Companies Inc and owns about 161,963 shares of Marsh & McLennan Companies Inc (MMC) stock worth over $32 Million. Besides these, Charles A Davis also holds Merchants Bancshares Inc (MBVT) , Media General Inc (MEG) . Details can be seen in Charles A Davis's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Charles A Davis has not made any transactions after 2020-08-26 and currently still holds the listed stock(s).

Transaction Summary of Charles A Davis

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Charles A Davis Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Charles A Davis owns 5 companies in total, including Progressive Corp (PGR) , The Hershey Co (HSY) , and Axis Capital Holdings Ltd (AXS) among others .

Click here to see the complete history of Charles A Davis’s form 4 insider trades.

Insider Ownership Summary of Charles A Davis

Ticker Comapny Transaction Date Type of Owner
PGR Progressive Corp 2012-03-27 director & Director
HSY The Hershey Co 2007-11-11 director
AXS Axis Capital Holdings Ltd 2020-08-26 director
MBVT Merchants Bancshares Inc 2005-11-09 director
MMC Marsh & McLennan Companies Inc 2005-03-31 director & VICE CHAIRMAN

Charles A Davis Latest Holdings Summary

Charles A Davis currently owns a total of 5 stocks. Among these stocks, Charles A Davis owns 6,819,926 shares of Axis Capital Holdings Ltd (AXS) as of August 26, 2020, with a value of $415 Million and a weighting of 79.38%. Charles A Davis owns 260,416 shares of Progressive Corp (PGR) as of March 27, 2012, with a value of $54 Million and a weighting of 10.4%. Charles A Davis also owns 161,963 shares of Marsh & McLennan Companies Inc (MMC) as of March 31, 2005, with a value of $32 Million and a weighting of 6.16%. The other 2 stocks Merchants Bancshares Inc (MBVT) , Media General Inc (MEG) have a combined weighting of 4.05% among all his current holdings.

Latest Holdings of Charles A Davis

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
AXS Axis Capital Holdings Ltd 2020-08-26 6,819,926 60.84 414,924,298
PGR Progressive Corp 2012-03-27 260,416 208.85 54,387,882
MMC Marsh & McLennan Companies Inc 2005-03-31 161,963 198.91 32,215,251
MBVT Merchants Bancshares Inc 2005-11-09 417,476 49.80 20,790,305
MEG Media General Inc 2006-07-31 19,581 20.46 400,627

Holding Weightings of Charles A Davis


Charles A Davis Form 4 Trading Tracker

According to the SEC Form 4 filings, Charles A Davis has made a total of 13 transactions in Axis Capital Holdings Ltd (AXS) over the past 5 years, including 13 buys and 0 sells. The most-recent trade in Axis Capital Holdings Ltd is the acquisition of 463,727 shares on August 26, 2020, which cost Charles A Davis around $21 Million.

According to the SEC Form 4 filings, Charles A Davis has made a total of 0 transactions in Progressive Corp (PGR) over the past 5 years. The most-recent trade in Progressive Corp is the sale of 6,539 shares on March 27, 2012, which brought Charles A Davis around $151,378.

According to the SEC Form 4 filings, Charles A Davis has made a total of 0 transactions in Marsh & McLennan Companies Inc (MMC) over the past 5 years. The most-recent trade in Marsh & McLennan Companies Inc is the acquisition of 55 shares on March 31, 2005, which cost Charles A Davis around $1,124.

More details on Charles A Davis's insider transactions can be found in the Insider Trading History of Charles A Davis table.

Insider Trading History of Charles A Davis

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Charles A Davis Trading Performance

GuruFocus tracks the stock performance after each of Charles A Davis's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Charles A Davis is 8.3%. GuruFocus also compares Charles A Davis's trading performance to market benchmark return within the same time period. The performance of stocks bought by Charles A Davis within 3 months outperforms 9 times out of 16 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Charles A Davis's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Charles A Davis

Average Return

15.4%

Average return per transaction

Outperforming Transactions

88%

14 out of 16 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 2.95 8.3 13.76 15.4 6.79 3.33
Relative Return to S&P 500(%) 1.71 1.41 -2.62 -14.93 -4.46 -6.03

Charles A Davis Ownership Network

Ownership Network List of Charles A Davis

No Data

Ownership Network Relation of Charles A Davis


Charles A Davis Owned Company Details

What does Progressive Corp do?

Who are the key executives at Progressive Corp?

Charles A Davis is the director & Director of Progressive Corp. Other key executives at Progressive Corp include Commercial Lines President Karen Bailo , Personal Lines President Patrick K Callahan , and CRM President Lori A Niederst .

Progressive Corp (PGR) Insider Trades Summary

Over the past 18 months, Charles A Davis made no insider transaction in Progressive Corp (PGR). Other recent insider transactions involving Progressive Corp (PGR) include a net sale of 14,986 shares made by Steven Broz , a net sale of 27,566 shares made by Daniel P Mascaro , and a net sale of 73,000 shares made by John P Sauerland .

In summary, during the past 3 months, insiders sold 39,139 shares of Progressive Corp (PGR) in total and bought 0 shares, with a net sale of 39,139 shares. During the past 18 months, 387,380 shares of Progressive Corp (PGR) were sold and 0 shares were bought by its insiders, resulting in a net sale of 387,380 shares.

Progressive Corp (PGR)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Progressive Corp Insider Transactions

No Available Data

Charles A Davis Mailing Address

Above is the net worth, insider trading, and ownership report for Charles A Davis. You might contact Charles A Davis via mailing address: 1 Cape May St, 1 Cape May St, Harrison Nj 07029.

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