| TRV The Travelers Cos Inc. | 10.35% | 36,659 | $10.6M | Add +82.9% |
| LNC Lincoln National Corp. | 6.68% | 154,110 | $6.9M | No change |
| RDN Radian Group Inc. | 6.31% | 180,062 | $6.5M | No change |
| MRSH Marsh & McLennan Cos | 6.22% | 34,442 | $6.4M | Add +100.0% |
| WTW Willis Towers Watson PLC | 6.10% | 19,066 | $6.3M | New |
| HIG Hartford Insurance Group Inc. | 5.99% | 44,643 | $6.2M | No change |
| ORI Old Republic Intl Corp. | 5.78% | 130,043 | $5.9M | Add +50.0% |
| AIG American International Group | 5.46% | 65,484 | $5.6M | Add +100.0% |
| EQH Equitable Holdings Inc. | 4.66% | 100,349 | $4.8M | No change |
| AVGO Broadcom Inc. | 3.71% | 11,000 | $3.8M | No change |
| AFG American Financial Group Inc. | 3.49% | 26,240 | $3.6M | No change |
| ACGL Arch Capital Group Ltd. | 3.45% | 36,920 | $3.5M | No change |
| XOM Exxon Mobil Corp. | 2.33% | 19,850 | $2.4M | No change |
| GOOG Alphabet Inc. Class C | 2.20% | 7,200 | $2.3M | No change |
| EG Everest Group Ltd. | 2.17% | 6,568 | $2.2M | No change |
| HG Hamilton Insurance Grou Class B | 2.01% | 73,891 | $2.1M | No change |
| BX Blackstone Inc. | 1.98% | 13,201 | $2.0M | No change |
| MSFT Microsoft Corp. | 1.90% | 4,042 | $2.0M | No change |
| ORLY O'reilly Automotive Inc. | 1.60% | 18,000 | $1.6M | No change |
| MAR Marriott International Class A | 1.54% | 5,095 | $1.6M | No change |
| MS Morgan Stanley | 1.48% | 8,550 | $1.5M | No change |
| IGIC International General Insura filed as INTL GNRL INSURANCE HLDNGS L | 1.45% | 59,267 | $1.5M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.43% | 9,575 | $1.5M | No change |
| UBER Uber Technologies Inc. | 1.35% | 17,000 | $1.4M | No change |
| JPM JPMorgan Chase & Co. | 1.33% | 4,253 | $1.4M | No change |
| AMZN Amazon.com Inc. | 1.08% | 4,809 | $1.1M | No change |
| SLDE Slide Insurance Holdings Inc. | 1.07% | 56,362 | $1.1M | New |
| HD Home Depot Inc. | 0.84% | 2,500 | $860K | No change |
| NVDA Nvidia Corp. | 0.81% | 4,484 | $836K | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.80% | 49,324 | $826K | No change |
| SYK Stryker Corp. | 0.74% | 2,160 | $759K | No change |
| ABT Abbott Laboratories | 0.72% | 5,918 | $741K | No change |
| MDT Medtronic PLC | 0.68% | 7,313 | $702K | No change |
| UNP Union Pacific Corp. | 0.67% | 2,985 | $690K | No change |
| DDI Doubledown Interactive -ADR | 0.64% | 76,250 | $658K | Add +46.6% |
| EPD Enterprise Products Partners | 0.51% | 16,271 | $522K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.45% | 9,100 | $463K | No change |