| Company | Type | Amount Range | Price | Date |
|---|---|---|---|---|
| KD Kyndryl Holdings, Inc. | Sale | $1,001–$15,000 | $26.56 | Dec 31, 2025 |
| PFE PFIZER INC | Sale | $100,001–$250,000 | $24.90 | Dec 31, 2025 |
| SOLV Solventum Corp | Sale | $15,001–$50,000 | $79.24 | Dec 31, 2025 |
| T AT&T INC. | Sale | $1,001–$15,000 | $28.20 | Jun 23, 2025 |
| FTRE Fortrea Holdings Inc. | Sale | $1,001–$15,000 | $5.10 | Jun 23, 2025 |
| INTC INTEL CORP | Sale | $15,001–$50,000 | $21.19 | Jun 23, 2025 |
| LAZ Lazard, Inc. | Sale | $50,001–$100,000 | $45.33 | Jun 23, 2025 |
| BX Blackstone Inc. | Sale | $100,001–$250,000 | $138.32 | Jun 23, 2025 |
| MKL MARKEL GROUP INC. | Purchase | $15,001–$50,000 | $1,984.74 | Jun 23, 2025 |
| WFC WELLS FARGO & COMPANY/MN | Sale | $15,001–$50,000 | $77.01 | Jun 23, 2025 |
| WTM WHITE MOUNTAINS INSURANCE GROUP LTD | Purchase | $50,001–$100,000 | $1,781.73 | Jun 23, 2025 |
| L LOEWS CORP | Purchase | $50,001–$100,000 | $90.67 | Jun 23, 2025 |
| MKL MARKEL GROUP INC. | Purchase | $50,001–$100,000 | $1,984.74 | Jun 23, 2025 |
| RF REGIONS FINANCIAL CORP | Sale | $15,001–$50,000 | $22.64 | Jun 23, 2025 |
| SFNC SIMMONS FIRST NATIONAL CORP | Sale | $100,001–$250,000 | — | Jun 23, 2025 |
| VTS Vitesse Energy, Inc. | Sale | $1,001–$15,000 | $22.49 | Jun 23, 2025 |
| SPB Spectrum Brands Holdings, Inc. | Sale | $1,001–$15,000 | $52.52 | Jun 23, 2025 |
| CVS CVS HEALTH Corp | Sale | $15,001–$50,000 | $56.48 | Jan 31, 2025 |
| SCHW SCHWAB CHARLES CORP | Sale | $50,001–$100,000 | $68.80 | Dec 29, 2023 |
| PYPL PayPal Holdings, Inc. | Sale | $15,001–$50,000 | $61.41 | Dec 29, 2023 |
| MO ALTRIA GROUP, INC. | Sale | $50,001–$100,000 | $41.19 | Nov 22, 2023 |
| PM Philip Morris International Inc. | Sale | $100,001–$250,000 | $93.82 | Nov 22, 2023 |
| INTC INTEL CORP | Purchase | $1,001–$15,000 | $43.67 | Nov 22, 2023 |
| WBD Warner Bros. Discovery, Inc. | Purchase | $1,001–$15,000 | $10.66 | Nov 22, 2023 |
| FIS Fidelity National Information Services, Inc. | Purchase | $15,001–$50,000 | $54.43 | Nov 22, 2023 |
| V VISA INC. | Purchase | $50,001–$100,000 | $253.72 | Nov 22, 2023 |
| MMM 3M CO | Purchase | $15,001–$50,000 | $95.37 | Nov 22, 2023 |
| MKL MARKEL GROUP INC. | Purchase | $50,001–$100,000 | $1,429.50 | Nov 22, 2023 |