 TRAVELERS COSTRV |
| 10.59% | 8.11% | $8.6M | 26,189 | $7.6M | 26,189 | 00.00% | Unchanged |
 CHUBB LIMITEDCB |
| 7.69% | 6.38% | $6.3M | 18,432 | $6.0M | 18,432 | 00.00% | Unchanged |
 AON PLC SHS CL AAON |
| 7.1% | — | $5.8M | 17,486 | $0 | 0 | +17,486 | New Buy |
 BERKLEY W R CORPWRB |
| 5.53% | 4.51% | $4.5M | 64,046 | $4.2M | 64,046 | 00.00% | Unchanged |
 GALLAGHER ARTHUR J & CO COMAJG |
| 5.46% | 3.11% | $4.5M | 19,403 | $2.9M | 13,508 | +5,895+43.64% | Add |
 ISHARES MBSACGL |
| 4.94% | 5.88% | $4.0M | 41,550 | $5.5M | 57,695 | -16,145-27.98% | Reduce |
 RADIAN GROUP INCRDN |
| 4.15% | 3.16% | $3.4M | 90,031 | $3.0M | 90,031 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 3.97% | 3.62% | $3.2M | 8,585 | $3.4M | 11,000 | -2,415-21.95% | Reduce |
 HARTFORD INSURANCEHIG |
| 3.63% | 3.22% | $3.0M | 22,387 | $3.0M | 22,387 | 00.00% | Unchanged |
 OLD REP INTL CORPORI |
| 3.26% | 5.52% | $2.7M | 65,077 | $5.2M | 130,154 | -65,077-50.00% | Reduce |
 ICICI BANK LIMITEDIBN |
| 3.25% | 1.57% | $2.7M | 92,659 | $1.5M | 61,772 | +30,887+50.00% | Add |
| EEQUITABLE HLDGS INCEQH |
| 3.12% | 1.53% | $2.5M | 58,065 | $1.4M | 38,710 | +19,355+50.00% | Add |
| AAlphabet Inc Class CGOOG |
| 3.12% | 2.19% | $2.5M | 7,200 | $2.1M | 7,200 | 00.00% | Unchanged |
| LLincoln National Corp Common IndLNC |
| 2.73% | 3.17% | $2.2M | 63,115 | $3.0M | 84,154 | -21,039-25.00% | Reduce |
 MARRIOTT INTL INC NEWMAR |
| 2.31% | 1.77% | $1.9M | 5,095 | $1.7M | 5,095 | 00.00% | Unchanged |
 MORGAN STANLEYMS |
| 2.19% | 1.49% | $1.8M | 8,550 | $1.4M | 8,550 | 00.00% | Unchanged |
 UNUM GROUPUNM |
| 2.17% | 1.54% | $1.8M | 19,796 | $1.4M | 19,796 | 00.00% | Unchanged |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 2.03% | 1.76% | $1.7M | 18,000 | $1.7M | 18,000 | 00.00% | Unchanged |
 BLACKSTONE INCBX |
| 1.9% | 1.61% | $1.6M | 13,201 | $1.5M | 13,201 | 00.00% | Unchanged |
 INTL GNRL INSURANCE HLDNGS LIGIC |
| 1.9% | 1.52% | $1.6M | 59,267 | $1.4M | 59,267 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 1.85% | 1.59% | $1.5M | 4,042 | $1.5M | 4,042 | 00.00% | Unchanged |
 TJX COS INC NEWTJX |
| 1.78% | 1.62% | $1.5M | 9,575 | $1.5M | 9,575 | 00.00% | Unchanged |
 PROGRESSIVE CORPPGR |
| 1.74% | — | $1.4M | 6,502 | $0 | 0 | +6,502 | New Buy |
 JPMORGAN CHASE & COJPM |
| 1.7% | 1.33% | $1.4M | 4,253 | $1.3M | 4,253 | 00.00% | Unchanged |
 UBER TECHNOLOGIES INCUBER |
| 1.5% | 1.3% | $1.2M | 17,000 | $1.2M | 17,000 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 1.4% | 1.06% | $1.1M | 4,809 | $1.0M | 4,809 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 1.1% | 0.83% | $897,204 | 4,484 | $782,010 | 4,484 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 1.08% | 0.87% | $881,700 | 2,500 | $822,225 | 2,500 | 00.00% | Unchanged |
 UNION PAC CORPUNP |
| 0.99% | 0.77% | $811,920 | 2,985 | $724,221 | 2,985 | 00.00% | Unchanged |
 UNITED AIRLS HLDGS INC COMUAL |
| 0.92% | — | $749,985 | 5,515 | $0 | 0 | +5,515 | New Buy |
 STRYKER CORPORATIONSYK |
| 0.83% | 0.75% | $680,054 | 2,160 | $709,754 | 2,160 | 00.00% | Unchanged |
 NU HLDGS LTDNU |
| 0.81% | 0.75% | $658,969 | 49,324 | $708,786 | 49,324 | 00.00% | Unchanged |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.73% | 0.65% | $598,122 | 16,271 | $615,695 | 16,271 | 00.00% | Unchanged |
 EATON CORP PLCETN |
| 0.7% | — | $571,001 | 1,340 | $0 | 0 | +1,340 | New Buy |
 ABBOTT LABORATORIESABT |
| 0.66% | 0.65% | $536,999 | 5,918 | $607,601 | 5,918 | 00.00% | Unchanged |
| SSEA LTD SPONSORD ADSSE |
| 0.63% | — | $512,691 | 5,350 | $0 | 0 | +5,350 | New Buy |
 NOVO-NORDISK A SNVO |
| 0.53% | 0.36% | $436,254 | 9,100 | $334,425 | 9,100 | 00.00% | Unchanged |
