Insurance float compounder in the Berkshire mold.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| BRK.A | $889M | 8% | unchanged |
| BRK.B | $816M | 7% | unchanged |
| BN | $457M | 4% | unchanged |
| GOOG | $430M | 4% | unchanged |
| DE | $412M | 4% | unchanged |
| AMZN | $386M | 3% | unchanged |
| V | $350M | 3% | unchanged |
| HD | $337M | 3% | unchanged |
| WSO | $300M | 3% | unchanged |
| AAPL | $273M | 2% | unchanged |
| ADI | $235M | 2% | unchanged |
| PGR | $213M | 2% | unchanged |
| BLK | $208M | 2% | unchanged |
| DIS | $201M | 2% | unchanged |
| GS | $196M | 2% | unchanged |
| MSFT | $196M | 2% | unchanged |
| RLI | $192M | 2% | added |
| MRSH | $181M | 2% | unchanged |
| LPLA | $176M | 2% | unchanged |
| BX | $172M | 2% | unchanged |
| KKR | $168M | 1% | unchanged |
| LOW | $165M | 1% | unchanged |
| META | $161M | 1% | unchanged |
| NVO | $149M | 1% | unchanged |
| DEO | $143M | 1% | unchanged |
| APO | $139M | 1% | unchanged |
| AXP | $130M | 1% | unchanged |
| TXN | $130M | 1% | unchanged |
| MA | $114M | 1% | unchanged |
| CAT | $108M | 1% | unchanged |
| SCHW | $107M | 1% | unchanged |
| GD | $107M | 1% | unchanged |
| BAM | $106M | 1% | unchanged |
| JNJ | $101M | 1% | unchanged |
| MCO | $100M | 1% | unchanged |
| GOOGL | $86M | 1% | unchanged |
| NVR | $86M | 1% | unchanged |
| LIN | $84M | 1% | added |
| FNV | $83M | 1% | added |
| ITW | $81M | 1% | unchanged |
| MSCI | $81M | 1% | unchanged |
| HEI.A | $80M | 1% | unchanged |
| ROL | $79M | 1% | unchanged |
| SPGI | $77M | 1% | unchanged |
| DG | $76M | 1% | added |
| ADM | $74M | 1% | added |
| ECL | $70M | 1% | unchanged |
| JPM | $62M | 1% | unchanged |
| SBUX | $61M | 1% | unchanged |
| CG | $58M | 1% | unchanged |
| NSC | $54M | 0% | unchanged |
| FDS | $53M | 0% | unchanged |
| FDX | $52M | 0% | added |
| ODFL | $52M | 0% | added |
| AON | $52M | 0% | added |
| ITIC | $51M | 0% | unchanged |
| TSN | $51M | 0% | unchanged |
| unlisted | $50M | 0% | unchanged |
| THG | $49M | 0% | added |
| VRSK | $46M | 0% | unchanged |