 TRAVELERS COSTRV |
| 10.59% | 8.11% | $864.6万 | 2.6万股 | $763.9万 | 2.6万股 | 00.00% | 持仓不变 |
 CHUBB LIMITEDCB |
| 7.69% | 6.38% | $628.1万 | 1.8万股 | $600.8万 | 1.8万股 | 00.00% | 持仓不变 |
 AON SHS CL AAON |
| 7.1% | — | $580.0万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 W.R.伯克利WRB |
| 5.53% | 4.51% | $451.7万 | 6.4万股 | $424.5万 | 6.4万股 | 00.00% | 持仓不变 |
 GALLAGHER ARTHUR J & COMAJG |
| 5.46% | 3.11% | $445.4万 | 1.9万股 | $292.6万 | 1.4万股 | +5,895股+43.64% | 加仓 |
 iShares安硕·MBSACGL |
| 4.94% | 5.88% | $403.3万 | 4.2万股 | $553.8万 | 5.8万股 | -1.6万股-27.98% | 减仓 |
 RADIANRDN |
| 4.15% | 3.16% | $339.1万 | 9.0万股 | $297.8万 | 9.0万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 3.97% | 3.62% | $324.3万 | 8,585股 | $340.5万 | 1.1万股 | -2,415股-21.95% | 减仓 |
 哈特福德·INSURANCEHIG |
| 3.63% | 3.22% | $296.7万 | 2.2万股 | $302.7万 | 2.2万股 | 00.00% | 持仓不变 |
 OLD REP INTLORI |
| 3.26% | 5.52% | $266.3万 | 6.5万股 | $519.3万 | 13.0万股 | -6.5万股-50.00% | 减仓 |
 ICICI BANK LIMITEDIBN |
| 3.25% | 1.57% | $265.3万 | 9.3万股 | $147.4万 | 6.2万股 | +3.1万股+50.00% | 加仓 |
| EEQUITABLEEQH |
| 3.12% | 1.53% | $254.8万 | 5.8万股 | $143.7万 | 3.9万股 | +1.9万股+50.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.12% | 2.19% | $254.4万 | 7,200股 | $206.5万 | 7,200股 | 00.00% | 持仓不变 |
| LLincoln National Corp Common IndLNC |
| 2.73% | 3.17% | $223.1万 | 6.3万股 | $298.7万 | 8.4万股 | -2.1万股-25.00% | 减仓 |
 万豪MAR |
| 2.31% | 1.77% | $188.8万 | 5,095股 | $166.6万 | 5,095股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 2.19% | 1.49% | $178.7万 | 8,550股 | $140.7万 | 8,550股 | 00.00% | 持仓不变 |
 UNUMUNM |
| 2.17% | 1.54% | $177.0万 | 2.0万股 | $144.6万 | 2.0万股 | 00.00% | 持仓不变 |
| OOREILLY AUTOMOTIVE COMORLY |
| 2.03% | 1.76% | $165.8万 | 1.8万股 | $166.2万 | 1.8万股 | 00.00% | 持仓不变 |
 黑石集团BX |
| 1.9% | 1.61% | $155.3万 | 1.3万股 | $151.8万 | 1.3万股 | 00.00% | 持仓不变 |
 INTL GNRL INSURANCE HLDNGS LIGIC |
| 1.9% | 1.52% | $155.1万 | 5.9万股 | $143.6万 | 5.9万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.85% | 1.59% | $150.8万 | 4,042股 | $149.6万 | 4,042股 | 00.00% | 持仓不变 |
 TJXTJX |
| 1.78% | 1.62% | $145.1万 | 9,575股 | $152.9万 | 9,575股 | 00.00% | 持仓不变 |
 PROGRESSIVEPGR |
| 1.74% | — | $142.0万 | 6,502股 | $0 | 0股 | +6,502股 | 新买入 |
 摩根大通JPM |
| 1.7% | 1.33% | $139.2万 | 4,253股 | $125.1万 | 4,253股 | 00.00% | 持仓不变 |
 优步UBER |
| 1.5% | 1.3% | $122.7万 | 1.7万股 | $122.3万 | 1.7万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.4% | 1.06% | $114.6万 | 4,809股 | $100.2万 | 4,809股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.1% | 0.83% | $89.7万 | 4,484股 | $78.2万 | 4,484股 | 00.00% | 持仓不变 |
 家得宝HD |
| 1.08% | 0.87% | $88.2万 | 2,500股 | $82.2万 | 2,500股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.99% | 0.77% | $81.2万 | 2,985股 | $72.4万 | 2,985股 | 00.00% | 持仓不变 |
 UNITED AIRLS COMUAL |
| 0.92% | — | $75.0万 | 5,515股 | $0 | 0股 | +5,515股 | 新买入 |
 史赛克SYK |
| 0.83% | 0.75% | $68.0万 | 2,160股 | $71.0万 | 2,160股 | 00.00% | 持仓不变 |
 NubankNU |
| 0.81% | 0.75% | $65.9万 | 4.9万股 | $70.9万 | 4.9万股 | 00.00% | 持仓不变 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.73% | 0.65% | $59.8万 | 1.6万股 | $61.6万 | 1.6万股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 0.7% | — | $57.1万 | 1,340股 | $0 | 0股 | +1,340股 | 新买入 |
 雅培ABT |
| 0.66% | 0.65% | $53.7万 | 5,918股 | $60.8万 | 5,918股 | 00.00% | 持仓不变 |
| SSEA SPONSORD ADSSE |
| 0.63% | — | $51.3万 | 5,350股 | $0 | 0股 | +5,350股 | 新买入 |
 诺和诺德NVO |
| 0.53% | 0.36% | $43.6万 | 9,100股 | $33.4万 | 9,100股 | 00.00% | 持仓不变 |
