| Q2 2024 |
16 |
$335M |
$0 |
$0 |
|
JPM, AXP, PGR, MA, BRKA
|
13F-HR |
8/14/2024, 02:33 PM |
| Q1 2024 |
16 |
$341M |
+$4.18M |
$0 |
+$4.18M |
JPM, AXP, PGR, MA, BRKA
|
13F-HR |
5/15/2024, 12:42 PM |
| Q4 2023 |
16 |
$291M |
+$23.1M |
$0 |
+$23.1M |
JPM, AXP, MA, PGR, BRKA
|
13F-HR |
3/13/2024, 03:10 PM |
| Q3 2023 |
16 |
$231M |
$0 |
$0 |
|
JPM, AXP, MA, BRKA, PGR
|
13F-HR |
12/6/2023, 02:21 PM |
| Q2 2023 |
16 |
$228M |
$0 |
$0 |
|
JPM, AXP, MA, BRKA, PGR
|
13F-HR |
8/16/2023, 11:15 AM |
| Q1 2023 |
17 |
$218M |
$0 |
-$3.69M |
-$3.69M |
JPM, AXP, MA, BRKA, PGR
|
13F-HR |
5/12/2023, 04:50 PM |
| Q4 2022 |
18 |
$227M |
+$4.05M |
$0 |
+$4.05M |
JPM, AXP, MA, BRKA, PGR
|
13F-HR |
2/8/2023, 12:51 PM |
| Q3 2022 |
17 |
$197M |
+$484K |
-$5.94M |
-$5.45M |
JPM, AXP, MA, WAL, BRKA
|
13F-HR |
11/14/2022, 10:14 AM |
| Q2 2022 |
20 |
$215M |
$0 |
-$2.94M |
-$2.94M |
JPM, AXP, MA, WAL, BRKA
|
13F-HR |
8/9/2022, 01:09 PM |
| Q1 2022 |
21 |
$259M |
+$23M |
-$18.4M |
+$4.55M |
JPM, AXP, MA, WAL, BRKA
|
13F-HR |
5/10/2022, 11:16 AM |
| Q4 2021 |
22 |
$265M |
+$126M |
-$2.23M |
+$124M |
JPM, AXP, MA, BRKA, USB
|
13F-HR |
2/10/2022, 11:54 AM |
| Q3 2021 |
18 |
$137M |
+$3.98M |
$0 |
+$3.98M |
JPM, BRKA, WAL, BABA, KKR
|
13F-HR |
11/15/2021, 11:44 AM |
| Q2 2021 |
17 |
$132M |
+$13.6M |
-$3.54M |
+$10.1M |
JPM, BRKA, BABA, WAL, KKR
|
13F-HR |
8/17/2021, 04:10 PM |
| Q1 2021 |
17 |
$116M |
$0 |
-$4.76M |
-$4.76M |
JPM, BRKA, WAL, ACGL, OZK
|
13F-HR |
5/11/2021, 08:35 AM |
| Q4 2020 |
18 |
$103M |
+$13.4M |
$0 |
+$13.4M |
JPM, BRKA, WAL, ACGL, OXFD
|
13F-HR |
2/12/2021, 01:22 PM |
| Q3 2020 |
17 |
$67.8M |
+$1.55M |
$0 |
+$1.55M |
JPM, PGR, WAL, KKR, ACN
|
13F-HR |
11/10/2020, 03:37 PM |
| Q2 2020 |
16 |
$65.5M |
$0 |
$0 |
|
JPM, WAL, PGR, OXFD, ACN
|
13F-HR |
8/14/2020, 09:33 PM |