| ACGL Arch Capital Group Ltd. | 9.97% | 126,938 | $11.7M | Add +37.0% |
| PGR Progressive Corp. | 7.80% | 44,394 | $9.2M | Add +72.8% |
| HIG Hartford Insurance Group Inc. | 6.95% | 79,364 | $8.2M | Add +66.8% |
| PRU Prudential Financial Inc. | 6.59% | 66,106 | $7.8M | Add +68.1% |
| CRBG Corebridge Financial Inc. | 6.43% | 263,374 | $7.6M | No change |
| CB Chubb Ltd. | 6.20% | 28,142 | $7.3M | Add +71.7% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 6.16% | 81,960 | $7.2M | No change |
| AIG American International Group | 6.03% | 90,732 | $7.1M | No change |
| EG Everest Group Ltd. | 5.91% | 17,514 | $7.0M | No change |
| RNR Renaissancere Holdings Ltd. | 5.50% | 27,526 | $6.5M | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 5.16% | 24,282 | $6.1M | No change |
| TRV The Travelers Cos Inc. | 5.00% | 25,584 | $5.9M | No change |
| EQH Equitable Holdings Inc. | 2.83% | 87,492 | $3.3M | New |
| XOM Exxon Mobil Corp. | 1.96% | 19,850 | $2.3M | No change |
| BX Blackstone Inc. | 1.47% | 13,201 | $1.7M | No change |
| MSFT Microsoft Corp. | 1.44% | 4,042 | $1.7M | No change |
| IGIC International General Insura filed as INTL GNRL INSURANCE HLDNGS L | 1.30% | 112,890 | $1.5M | No change |
| AVGO Broadcom Inc. | 1.24% | 1,100 | $1.5M | No change |
| NXPI NXP Semiconductors NV | 1.20% | 5,700 | $1.4M | No change |
| ORLY O'reilly Automotive Inc. | 1.15% | 1,200 | $1.4M | No change |
| GOOG Alphabet Inc. Class C | 0.93% | 7,200 | $1.1M | No change |
| HD Home Depot Inc. | 0.81% | 2,500 | $959K | No change |
| AMZN Amazon.com Inc. | 0.74% | 4,809 | $867K | No change |
| JPM JPMorgan Chase & Co. | 0.72% | 4,253 | $852K | No change |
| MS Morgan Stanley | 0.68% | 8,550 | $805K | No change |
| SYK Stryker Corp. | 0.66% | 2,160 | $773K | Add +62.4% |
| S Sentinelone Inc. Class A | 0.63% | 31,850 | $742K | New |
| UNP Union Pacific Corp. | 0.62% | 2,985 | $734K | No change |
| ABT Abbott Laboratories | 0.57% | 5,918 | $673K | No change |
| MDT Medtronic PLC | 0.54% | 7,313 | $637K | Add +70.7% |
| V Visa Inc. Class A | 0.52% | 2,180 | $608K | No change |
| QCOM Qualcomm Inc. | 0.51% | 3,525 | $597K | No change |
| PLGO Pelagos Insurance Capital LT filed as FIDELIS INSURANCE HOLDINGS L | 0.46% | 28,055 | $547K | No change |
| EPD Enterprise Products Partners | 0.40% | 16,271 | $475K | No change |
| FDX FedEx Corp. | 0.39% | 1,600 | $464K | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.28% | 27,624 | $330K | New |
| HG Hamilton Insurance Grou Class B | 0.24% | 20,000 | $279K | New |