| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 6.59% | 92,206 | $7.1M | No change |
| PGR Progressive Corp. | 6.46% | 28,034 | $6.9M | No change |
| RDN Radian Group Inc. | 6.09% | 180,062 | $6.5M | New |
| LNC Lincoln National Corp. | 5.80% | 154,110 | $6.2M | No change |
| HIG Hartford Insurance Group Inc. | 5.56% | 44,643 | $6.0M | No change |
| TRV The Travelers Cos Inc. | 5.22% | 20,043 | $5.6M | No change |
| EQH Equitable Holdings Inc. | 4.76% | 100,349 | $5.1M | No change |
| CB Chubb Ltd. | 4.67% | 17,735 | $5.0M | New |
| AFG American Financial Group Inc. | 3.57% | 26,240 | $3.8M | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 3.51% | 12,141 | $3.8M | No change |
| ORI Old Republic Intl Corp. | 3.44% | 86,695 | $3.7M | New |
| AVGO Broadcom Inc. | 3.39% | 11,000 | $3.6M | No change |
| MRSH Marsh & McLennan Cos | 3.24% | 17,221 | $3.5M | No change |
| CRBG Corebridge Financial Inc. | 3.21% | 107,187 | $3.4M | No change |
| ACGL Arch Capital Group Ltd. | 3.13% | 36,920 | $3.3M | No change |
| AIG American International Group | 2.40% | 32,742 | $2.6M | No change |
| EG Everest Group Ltd. | 2.15% | 6,568 | $2.3M | No change |
| BX Blackstone Inc. | 2.10% | 13,201 | $2.3M | No change |
| XOM Exxon Mobil Corp. | 2.09% | 19,850 | $2.2M | No change |
| MSFT Microsoft Corp. | 1.95% | 4,042 | $2.1M | No change |
| ORLY O'reilly Automotive Inc. | 1.81% | 18,000 | $1.9M | No change |
| HG Hamilton Insurance Grou Class B | 1.71% | 73,891 | $1.8M | No change |
| GOOG Alphabet Inc. Class C | 1.64% | 7,200 | $1.8M | No change |
| UBER Uber Technologies Inc. | 1.55% | 17,000 | $1.7M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.29% | 9,575 | $1.4M | New |
| IGIC International General Insura filed as INTL GNRL INSURANCE HLDNGS L | 1.28% | 59,267 | $1.4M | No change |
| MS Morgan Stanley | 1.27% | 8,550 | $1.4M | No change |
| JPM JPMorgan Chase & Co. | 1.25% | 4,253 | $1.3M | No change |
| MAR Marriott International Class A | 1.24% | 5,095 | $1.3M | New |
| AMZN Amazon.com Inc. | 0.99% | 4,809 | $1.1M | No change |
| HD Home Depot Inc. | 0.95% | 2,500 | $1.0M | No change |
| NVDA Nvidia Corp. | 0.78% | 4,484 | $837K | No change |
| SYK Stryker Corp. | 0.75% | 2,160 | $798K | No change |
| ABT Abbott Laboratories | 0.74% | 5,918 | $793K | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.74% | 49,324 | $790K | No change |
| UNP Union Pacific Corp. | 0.66% | 2,985 | $706K | No change |
| MDT Medtronic PLC | 0.65% | 7,313 | $696K | No change |
| EPD Enterprise Products Partners | 0.47% | 16,271 | $509K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.47% | 9,100 | $505K | New |
| DDI Doubledown Interactive -ADR | 0.45% | 52,000 | $486K | No change |