GNWNYSELife InsuranceFiscal year ends December 31
GENWORTH FINANCIAL INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$8.94−0.13 (-1.43%)
Close on Oct 19, 2026
- Market cap
- $3.45B
- P/E (TTM)
- 17.2
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
86.8%
328M of 378M shares
Institutional holders
368
50 new, 42 sold out
Net institutional buying
-4M
In Q2 2026
Insider trades, 12 months
0 buys · 7 sales
Net sold $3.66M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 66,119,154 | – | 13G (passive) amendment | Dec 31, 2023 |
| Dimensional Fund Advisors LP | 30,294,805 | 6.70% | 13G (passive) | Dec 29, 2023 |
| Donald Smith & Co., Inc. | 23,775,853 | 6.00% | 13G (passive) | Dec 31, 2025 |
| Vanguard Portfolio Management | 23,628,893 | 6.13% | 13G (passive) | Mar 31, 2026 |
| DSCO Value Fund, L.P. | 22,482,191 | 5.90% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 20,832,785 | 5.40% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of GNW | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 55,882,496 | 14.79% | $529.21M | −1,003,900 | 0.01% |
| Dimensional Fund Advisors LP | 25,621,860 | 6.78% | $242.64M | +109,871 | 0.04% |
| Donald Smith & Co., Inc. | 22,482,191 | 5.95% | $212.91M | −3,004,112 | 3.75% |
| Vanguard Portfolio Management LLC | 22,201,926 | 5.88% | $210.25M | −1,211,698 | 0.01% |
| Vanguard Capital Management LLC | 16,605,783 | 4.39% | $157.26M | −1,174,245 | 0.00% |
| State Street Corp | 16,548,421 | 4.38% | $156.71M | +28,089 | 0.00% |
| River Road Asset Management, LLC | 14,472,015 | 3.83% | $137.05M | −849,597 | 1.52% |
| American Century Companies Inc | 11,540,602 | 3.05% | $109.29M | +453,314 | 0.05% |
| Nuveen, LLC | 11,184,305 | 2.96% | $105.92M | +1,103,097 | 0.03% |
| Geode Capital Management, LLC | 10,232,701 | 2.71% | $96.92M | +276,451 | 0.01% |
| FMR LLC | 9,907,039 | 2.62% | $93.82M | +2,233,722 | 0.00% |
| Gendell Jeffrey L | 7,141,238 | 1.89% | $67.63M | −557,675 | 0.60% |
| Citadel Advisors LLC | 5,582,431 | 1.48% | $52.87M | +354,509 | 0.01% |
| Northern Trust Corp | 5,059,094 | 1.34% | $47.91M | −185,179 | 0.01% |
| Charles Schwab Investment Management Inc | 4,676,444 | 1.24% | $44.29M | −32,673 | 0.01% |
| D. E. Shaw & Co., Inc. | 4,174,662 | 1.10% | $39.53M | −1,712,690 | 0.02% |
| Morgan Stanley | 4,125,023 | 1.09% | $39.06M | +206,959 | 0.00% |
| Man Group plc | 3,588,322 | 0.95% | $33.98M | +885,555 | 0.05% |
| Invesco Ltd. | 3,180,460 | 0.84% | $30.12M | −74,668 | 0.00% |
| Whitefort Capital Management, LP | 3,130,301 | 0.83% | $29.64M | – | 7.31% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 368 | 328M | 86.8% | 50 / 126 | 125 / 42 | 18M | 22M |
| Q1 2026 | 368 | 333M | 88.0% | 54 / 112 | 140 / 42 | 65M | 28M |
| Q4 2025 | 366 | 341M | 90.1% | 51 / 121 | 137 / 39 | 26M | 25M |
| Q3 2025 | 362 | 340M | 89.9% | 49 / 119 | 124 / 40 | 21M | 39M |
| Q2 2025 | 358 | 358M | 94.8% | 42 / 124 | 132 / 31 | 27M | 23M |
| Q1 2025 | 349 | 355M | 94.0% | 40 / 106 | 125 / 29 | 21M | 25M |
| Q4 2024 | 343 | 362M | 95.9% | 49 / 103 | 118 / 29 | 24M | 17M |
| Q3 2024 | 327 | 356M | 94.3% | 23 / 107 | 119 / 37 | 83M | 18M |
| Q2 2024 | 343 | 355M | 94.0% | 47 / 103 | 124 / 33 | 27M | 33M |
| Q1 2024 | 332 | 362M | 95.7% | 35 / 85 | 136 / 40 | 17M | 24M |
| Q4 2023 | 339 | 369M | 97.6% | 63 / 89 | 122 / 22 | 31M | 15M |
| Q3 2023 | 301 | 353M | 93.3% | 30 / 77 | 132 / 30 | 12M | 32M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of GNW | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 22,872,497 | 6.05% | $216.60M | 0.19% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 11,573,391 | 3.06% | $109.60M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 9,520,695 | 2.52% | $81.50M | 0.30% | May 31, 2026 |
| iShares Russell 2000 ETF | 9,362,278 | 2.48% | $88.66M | 0.11% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 8,354,917 | 2.21% | $79.12M | 0.04% | Jun 30, 2026 |
| Fidelity Stock Selector Small Cap Fund | 6,626,729 | 1.75% | $65.14M | 0.88% | Jul 31, 2026 |
| Vanguard Selected Value Fund | 6,157,240 | 1.63% | $60.53M | 0.87% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 6,087,423 | 1.61% | $59.84M | 0.31% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 5,286,048 | 1.40% | $50.06M | 0.07% | Jun 30, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 4,888,159 | 1.29% | $46.29M | 0.03% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 4,390,410 | 1.16% | $41.58M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 4,207,459 | 1.11% | $41.36M | 0.12% | Jul 31, 2026 |
| Fidelity Series Small Cap Opportunities Fund | 3,797,345 | 1.00% | $37.33M | 0.79% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 3,525,652 | 0.93% | $33.39M | 0.20% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 3,371,765 | 0.89% | $33.14M | 0.20% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Thomas J. McInerney | President and CEO; Director | 10,200,283 | 2.70% | Sep 8, 2026 |
| Melissa Hagerman | EVP and Chief HR Officer | 219,506 | 0.06% | Aug 25, 2026 |
| Gregory S. Karawan | EVP and General Counsel | 618,560 | 0.16% | Aug 24, 2026 |
| Samir B. Shah | Pres. & CEO, CareScout | 131,919 | 0.03% | Jul 14, 2026 |
| Morris C. Taylor | EVP & CIO | 21,521 | 0.01% | May 22, 2026 |
| Darren W. Woodell | VP and Controller | – | – | Mar 3, 2026 |
| Jerome T. Upton | EVP & Chief Financial Officer | 943,912 | 0.25% | Mar 3, 2026 |
| Kelly A. Saltzgaber | EVP & Chief Investment Officer | 159,259 | 0.04% | Mar 3, 2026 |
| Mark Blakeley Hodges | EVP and Chief Risk Officer | 239,279 | 0.06% | Mar 3, 2026 |
| Jamala M. Arland | Pres. & CEO, U.S. Life Ins. | 131,652 | 0.03% | Mar 3, 2026 |
| Andrea Lynn White | Pres. & CEO, CareScout Ins. | 1,291,589 | 0.34% | Feb 18, 2026 |
| Rohit Gupta | President & CEO, Enact | 1,689,820 | 0.45% | Aug 29, 2025 |
| Robert P. Restrepo Jr | Director | 193,365 | 0.05% | May 26, 2026 |
| Ramsey D. Smith | Director | 143,365 | 0.04% | May 21, 2026 |
| Howard D. Mills III | Director | 143,365 | 0.04% | May 21, 2026 |
| Karen Elizabeth Dyson | Director | 143,365 | 0.04% | May 21, 2026 |
| Melina E. Higgins | Director | 255,006 | 0.07% | May 21, 2026 |
| Wyk Steven C. Van | Director | 77,676 | 0.02% | May 21, 2026 |
| G. Kent Conrad | Director | 143,365 | 0.04% | May 21, 2026 |
| Elaine A. Sarsynski | Director | 256,276 | 0.07% | May 21, 2026 |
| Jill R. Goodman | Director | 143,365 | 0.04% | May 21, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Thomas J. McInerney President and CEO; Director | Sep 3, 2026 | Sale | −100,000 | $10.53 | $1.05M | 5,068,883 |
| Melissa Hagerman EVP and Chief HR Officer | Aug 24, 2026 | Gift | −11,000 | – | – | 181,539 |
| Melissa Hagerman EVP and Chief HR Officer | Aug 24, 2026 | Sale | −14,708 | $9.92 | $145.90K | 192,539 |
| Gregory S. Karawan EVP and General Counsel | Aug 21, 2026 | Sale | −40,000 | $9.91 | $396.40K | 343,121 |
| Samir B. Shah Pres. & CEO, CareScout | Jul 13, 2026 | Option exercise | +15,965 | – | – | 131,919 |
| Samir B. Shah Pres. & CEO, CareScout | Jul 13, 2026 | Tax withholding | −8,160 | $9.47 | $77.28K | 123,759 |
| Thomas J. McInerney President and CEO; Director | May 27, 2026 | Gift | −200,000 | – | – | 5,168,883 |
| Thomas J. McInerney President and CEO; Director | May 22, 2026 | Sale | −100,000 | $9.27 | $927.00K | 5,368,883 |
| Robert P. Restrepo Jr Director | May 22, 2026 | Sale | −50,000 | $9.12 | $456.00K | 92,655 |
| Morris C. Taylor EVP & CIO | May 21, 2026 | Option exercise | +21,521 | – | – | 21,521 |
| Morris C. Taylor EVP & CIO | May 21, 2026 | Tax withholding | −6,478 | $9.19 | $59.53K | 15,043 |
| G. Kent Conrad Director | May 20, 2026 | Award | +18,264 | $9.03 | $164.92K | 92,655 |
| Wyk Steven C. Van Director | May 20, 2026 | Award | +32,100 | $9.03 | $289.86K | 77,676 |
| Elaine A. Sarsynski Director | May 20, 2026 | Award | +32,100 | $9.03 | $289.86K | 164,999 |
| Karen Elizabeth Dyson Director | May 20, 2026 | Award | +18,264 | $9.03 | $164.92K | 92,655 |
| Melina E. Higgins Director | May 20, 2026 | Award | +31,547 | $9.03 | $284.87K | 163,729 |
| Howard D. Mills III Director | May 20, 2026 | Award | +18,264 | $9.03 | $164.92K | 92,655 |
| Jill R. Goodman Director | May 20, 2026 | Award | +18,264 | $9.03 | $164.92K | 92,655 |
| Ramsey D. Smith Director | May 20, 2026 | Award | +18,264 | $9.03 | $164.92K | 92,655 |
| Robert P. Restrepo Jr Director | May 20, 2026 | Award | +18,264 | $9.03 | $164.92K | 142,655 |
| Jerome T. Upton EVP & Chief Financial Officer | Mar 2, 2026 | Option exercise | +83,196 | – | – | 596,943 |
| Jerome T. Upton EVP & Chief Financial Officer | Mar 2, 2026 | Tax withholding | −36,555 | $8.46 | $309.26K | 560,388 |
| Samir B. Shah Pres. & CEO, CareScout Svcs. | Mar 2, 2026 | Option exercise | +36,381 | – | – | 134,549 |
| Samir B. Shah Pres. & CEO, CareScout Svcs. | Mar 2, 2026 | Tax withholding | −18,595 | $8.46 | $157.31K | 115,954 |
| Jamala M. Arland Pres. & CEO, U.S. Life Ins. | Mar 2, 2026 | Option exercise | +24,959 | – | – | 112,914 |
| Jamala M. Arland Pres. & CEO, U.S. Life Ins. | Mar 2, 2026 | Tax withholding | −11,257 | $8.46 | $95.23K | 101,657 |
| Thomas J. McInerney President and CEO; Director | Mar 2, 2026 | Option exercise | +665,574 | – | – | 5,773,018 |
| Thomas J. McInerney President and CEO; Director | Mar 2, 2026 | Tax withholding | −304,135 | $8.46 | $2.57M | 5,468,883 |
| Gregory S. Karawan EVP and General Counsel | Mar 2, 2026 | Tax withholding | −22,514 | $8.46 | $190.47K | 383,121 |
| Gregory S. Karawan EVP and General Counsel | Mar 2, 2026 | Option exercise | +49,918 | – | – | 405,635 |
| Mark Blakeley Hodges EVP and Chief Risk Officer | Mar 2, 2026 | Option exercise | +49,918 | – | – | 189,029 |
| Mark Blakeley Hodges EVP and Chief Risk Officer | Mar 2, 2026 | Tax withholding | −22,514 | $8.46 | $190.47K | 166,515 |
| Kelly A. Saltzgaber EVP & Chief Investment Officer | Mar 2, 2026 | Tax withholding | −23,133 | $8.46 | $195.71K | 135,848 |
| Kelly A. Saltzgaber EVP & Chief Investment Officer | Mar 2, 2026 | Option exercise | +49,918 | – | – | 158,981 |
| Melissa Hagerman EVP and Chief HR Officer | Mar 2, 2026 | Option exercise | +49,918 | – | – | 229,761 |
| Melissa Hagerman EVP and Chief HR Officer | Mar 2, 2026 | Tax withholding | −22,514 | $8.46 | $190.47K | 207,247 |
| Kelly A. Saltzgaber EVP & Chief Investment Officer | Feb 26, 2026 | Option exercise | +28,129 | – | – | 117,218 |
| Kelly A. Saltzgaber EVP & Chief Investment Officer | Feb 26, 2026 | Tax withholding | −8,155 | $8.62 | $70.30K | 109,063 |
| Kelly A. Saltzgaber EVP & Chief Investment Officer | Feb 26, 2026 | Option exercise | +29,316 | – | – | 97,588 |
| Kelly A. Saltzgaber EVP & Chief Investment Officer | Feb 26, 2026 | Tax withholding | −8,499 | $8.62 | $73.26K | 89,089 |
| Jerome T. Upton EVP & Chief Financial Officer | Feb 26, 2026 | Tax withholding | −10,415 | $8.62 | $89.78K | 513,747 |
| Jerome T. Upton EVP & Chief Financial Officer | Feb 26, 2026 | Option exercise | +37,506 | – | – | 524,162 |
| Jerome T. Upton EVP & Chief Financial Officer | Feb 26, 2026 | Tax withholding | −11,548 | $8.62 | $99.54K | 486,656 |
| Jerome T. Upton EVP & Chief Financial Officer | Feb 26, 2026 | Option exercise | +43,431 | – | – | 498,204 |
| Samir B. Shah Pres. & CEO, CareScout Svcs. | Feb 26, 2026 | Option exercise | +43,431 | – | – | 89,889 |
| Samir B. Shah Pres. & CEO, CareScout Svcs. | Feb 26, 2026 | Option exercise | +37,506 | – | – | 111,712 |
| Samir B. Shah Pres. & CEO, CareScout Svcs. | Feb 26, 2026 | Tax withholding | −13,544 | $8.62 | $116.75K | 98,168 |
| Samir B. Shah Pres. & CEO, CareScout Svcs. | Feb 26, 2026 | Tax withholding | −15,683 | $8.62 | $135.19K | 74,206 |
| Gregory S. Karawan EVP and General Counsel | Feb 26, 2026 | Tax withholding | −7,026 | $8.62 | $60.56K | 355,717 |
| Gregory S. Karawan EVP and General Counsel | Feb 26, 2026 | Option exercise | +25,316 | – | – | 362,743 |
| Gregory S. Karawan EVP and General Counsel | Feb 26, 2026 | Tax withholding | −7,533 | $8.62 | $64.93K | 337,427 |
| Gregory S. Karawan EVP and General Counsel | Feb 26, 2026 | Option exercise | +27,144 | – | – | 344,960 |
| Mark Blakeley Hodges EVP and Chief Risk Officer | Feb 26, 2026 | Option exercise | +18,753 | – | – | 144,756 |
| Mark Blakeley Hodges EVP and Chief Risk Officer | Feb 26, 2026 | Option exercise | +21,716 | – | – | 132,540 |
| Mark Blakeley Hodges EVP and Chief Risk Officer | Feb 26, 2026 | Tax withholding | −6,537 | $8.62 | $56.35K | 126,003 |
| Mark Blakeley Hodges EVP and Chief Risk Officer | Feb 26, 2026 | Tax withholding | −5,645 | $8.62 | $48.66K | 139,111 |
| Jamala M. Arland Pres. & CEO, U.S. Life Ins. | Feb 26, 2026 | Tax withholding | −9,032 | $8.62 | $77.86K | 87,955 |
| Jamala M. Arland Pres. & CEO, U.S. Life Ins. | Feb 26, 2026 | Option exercise | +27,144 | – | – | 75,154 |
| Jamala M. Arland Pres. & CEO, U.S. Life Ins. | Feb 26, 2026 | Tax withholding | −8,171 | $8.62 | $70.43K | 66,983 |
| Jamala M. Arland Pres. & CEO, U.S. Life Ins. | Feb 26, 2026 | Option exercise | +30,004 | – | – | 96,987 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Thomas J. McInerney Officer, Director | Sep 3, 2026 | 100,000 | $1.05M | Sep 3, 2026 | Restricted Stock Vesting |
| Melissa Hagerman Officer | Aug 24, 2026 | 14,708 | $145.83K | Aug 24, 2026 | Restricted Stock Vesting |
| Gregory S. Karawan Officer | Aug 21, 2026 | 40,000 | $396.00K | Aug 21, 2026 | Restricted Stock Vesting |
| Robert P. Restrepo Jr Director | May 22, 2026 | 50,000 | $456.05K | May 22, 2026 | Restricted Stock Vesting |
| Thomas J. McInerney Officer, Director | May 22, 2026 | 100,000 | $927.00K | May 22, 2026 | Restricted Stock Vesting |
| Thomas J. McInerney Officer, Director | Dec 2, 2025 | 40,000 | $345.60K | Dec 2, 2025 | Restricted Stock Vesting |
| Gregory S. Karawan Officer | Nov 24, 2025 | 40,000 | $340.40K | Nov 24, 2025 | Restricted Stock Vesting |
| Gupta Rohit Officer | Aug 27, 2025 | 86,406 | $749.14K | Aug 27, 2025 | Compensation |
| Thomas J. McInerney Officer, Director | Aug 26, 2024 | 150,000 | $1.03M | Aug 26, 2024 | Restricted Stock Vesting |
| Thomas J. McInerney Officer, Director | May 24, 2024 | 200,000 | $1.25M | May 24, 2024 | Restricted Stock Vesting |
| Thomas J. McInerney Officer, Director | Dec 4, 2023 | 200,000 | $1.20M | Dec 4, 2023 | Restricted Stock Vesting |
| Thomas J. McInerney Officer, Director | Aug 11, 2023 | 200,000 | $1.20M | Aug 11, 2023 | Restricted Stock Vesting |
| Thomas J. McInerney Officer, Director | May 22, 2023 | 125,000 | $706.25K | May 22, 2023 | Restricted Stock Vesting |