Challenger Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

CHIA:CGF Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
01 Nov 24	BuyAU$79,861	Duncan West	Individual	13,456	AU$5.93
11 Oct 24	BuyAU$8,409	State Street Global Advisors, Inc.	Company	783,851	AU$6.74
30 Sep 24	SellAU$594,900	Nicolas Hamilton	Individual	90,000	AU$6.61
25 Sep 24	SellAU$1,561,583	State Street Global Advisors, Inc.	Company	253,821	AU$6.43
16 Sep 24	SellAU$605,399	Nicolas Hamilton	Individual	97,331	AU$6.22
13 Sep 24	BuyAU$116,861	State Street Global Advisors, Inc.	Company	7,003,210	AU$7.35
12 Sep 24	SellAU$948,631	State Street Global Advisors, Inc.	Company	10,675,439	AU$7.41
09 Sep 24	BuyAU$27,443,195	Goldman Sachs Group, Investment Banking and Securities Investments	Company	4,372,046	AU$6.28
09 Sep 24	BuyAU$50,239	Lisa Gray	Individual	8,103	AU$6.20
09 Sep 24	SellAU$18,819,213	Goldman Sachs Group, Investment Banking and Securities Investments	Company	2,956,341	AU$6.37
09 Sep 24	SellAU$366,808,920	Apollo Global Management, Inc.	Company	56,345,462	AU$6.51
09 Sep 24	SellAU$92,829,309	Athene Holding Ltd.	Company	14,259,496	AU$6.51
04 Sep 24	BuyAU$76,037,822	Goldman Sachs Group, Investment Banking and Securities Investments	Company	11,167,851	AU$6.81
16 Aug 24	BuyAU$10,146,110	Goldman Sachs Asset Management, L.P.	Company	1,523,357	AU$6.66

Insider Trading Volume

Insider Buying: CGF insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of CGF?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	939,503	0.137%
Private Companies	4,477,957	0.655%
VC/PE Firms	68,421,700	10%
Institutions	267,496,536	39.1%
General Public	342,259,995	50.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 48.51% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.3%	MS&AD Insurance Group Holdings, Inc., Asset Management Arm	104,353,125	AU$614.6m	0%	3.91%
10%	Apollo Global Management, Inc.	68,421,700	AU$403.0m	-45.2%	4.23%
4.36%	State Street Global Advisors, Inc.	29,811,733	AU$175.6m	-12.7%	no data
3.67%	The Vanguard Group, Inc.	25,119,888	AU$148.0m	0%	no data
2.95%	Dimensional Fund Advisors LP	20,167,256	AU$118.8m	5.24%	0.01%
2.16%	Norges Bank Investment Management	14,753,281	AU$86.9m	0%	no data
1.59%	T. Rowe Price Group, Inc.	10,876,157	AU$64.1m	-0.11%	no data
1.33%	BlackRock, Inc.	9,069,923	AU$53.4m	1.83%	no data
1.08%	Wilson Asset Management (International) Pty Ltd.	7,415,945	AU$43.7m	0%	0.88%
0.93%	Goldman Sachs Group, Investment Banking and Securities Investments	6,340,139	AU$37.3m	0%	0.01%
0.8%	Argo Investments Limited	5,440,311	AU$32.0m	0%	0.43%
0.66%	CPU Share Plans Pty Limited	4,477,957	AU$26.4m	-3.01%	no data
0.51%	BetaShares Capital Limited	3,459,693	AU$20.4m	3.77%	0.07%
0.44%	Mutual Trust Pty Ltd, Asset Management Arm	3,033,914	AU$17.9m	0.57%	0.78%
0.39%	Australian Super Pty Ltd	2,655,175	AU$15.6m	0%	0.01%
0.39%	Colonial First State Investments Limited	2,632,220	AU$15.5m	-0.6%	0.1%
0.36%	Netwealth Investments Ltd.	2,469,876	AU$14.5m	0%	0.1%
0.36%	Goldman Sachs Asset Management, L.P.	2,430,029	AU$14.3m	54.8%	no data
0.27%	Nt-Comnwlth Super Corp	1,856,302	AU$10.9m	-64%	0.1%
0.24%	American Century Investment Management Inc	1,674,156	AU$9.9m	24%	no data
0.24%	Charles Schwab Investment Management, Inc.	1,621,811	AU$9.6m	16%	no data
0.15%	Russell Investment Management Ltd.	1,033,633	AU$6.1m	0%	0.82%
0.14%	Charles & Cornelia Goode Foundation Pty Ltd, Endowment Arm	923,485	AU$5.4m	0%	23.12%
0.13%	Schroder Investment Management (Singapore) Ltd.	916,247	AU$5.4m	0%	0.02%
0.098%	Mercer Global Investments Europe Limited	669,468	AU$3.9m	0%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 23:31
End of Day Share Price	2024/12/20 00:00
Earnings	2024/06/30
Annual Earnings	2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Challenger Limited is covered by 30 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Anthony Hoo	ANZ Equities Pty Limited
Brett Le Mesurier	Axiome Equities
Russell Wright	Barclay Pearce Capital Pty Limited