Insurance float compounder in the Berkshire mold.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| BRK.A | $707M | 7% | new |
| BRK.B | $644M | 6% | new |
| GOOG | $419M | 4% | new |
| AMZN | $366M | 4% | new |
| BN | $365M | 4% | new |
| HD | $353M | 3% | new |
| DE | $338M | 3% | new |
| V | $279M | 3% | new |
| NVO | $276M | 3% | new |
| DIS | $249M | 2% | new |
| WSO | $245M | 2% | new |
| ADI | $231M | 2% | new |
| MSFT | $212M | 2% | new |
| AAPL | $210M | 2% | new |
| DEO | $202M | 2% | new |
| BLK | $184M | 2% | new |
| RLI | $178M | 2% | new |
| LOW | $169M | 2% | new |
| BX | $161M | 2% | new |
| PGR | $156M | 2% | new |
| GS | $150M | 1% | new |
| KKR | $146M | 1% | new |
| MRSH | $143M | 1% | new |
| META | $130M | 1% | new |
| TXN | $126M | 1% | new |
| LPLA | $120M | 1% | new |
| APO | $114M | 1% | new |
| CAT | $113M | 1% | new |
| GD | $110M | 1% | new |
| AXP | $110M | 1% | new |
| DG | $105M | 1% | new |
| MA | $100M | 1% | new |
| SCHW | $98M | 1% | new |
| JNJ | $97M | 1% | new |
| BAM | $92M | 1% | new |
| NVR | $92M | 1% | new |
| ADM | $92M | 1% | new |
| ITW | $88M | 1% | new |
| MCO | $84M | 1% | new |
| GOOGL | $84M | 1% | new |
| MSCI | $80M | 1% | new |
| ROL | $66M | 1% | new |
| SPGI | $64M | 1% | new |
| ECL | $63M | 1% | new |
| CG | $62M | 1% | new |
| LIN | $61M | 1% | new |
| NSC | $58M | 1% | new |
| HEI.A | $58M | 1% | new |
| unlisted | $55M | 1% | new |
| FDS | $53M | 1% | new |
| JPM | $51M | 0% | new |
| SBUX | $49M | 0% | new |
| FDX | $49M | 0% | new |
| CMCSA | $46M | 0% | new |
| TSN | $46M | 0% | new |
| ROK | $45M | 0% | new |
| BF.A | $45M | 0% | new |
| ODFL | $43M | 0% | new |
| TROW | $38M | 0% | new |
| AON | $37M | 0% | new |