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Holding46 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Insurance - Specialty Financial Services | $51.3M 14.85% | -$1.9M Sold | 0.784% 1.8M shares | 1.9M → 1.8M −$1.9M | -3.6% | $6.5B Mid Cap | Q4 2023 Held for 1y 11m | |
Asset Management - Global Financial Services | $39.3M 11.37% | -$1.8M Sold | 0.052% 294.8K shares | 308.1K → 294.8K −$1.8M | -4.34% | $76.2B Large Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $26.9M 7.79% | -$2.0M Sold | 0.001% 110.4K shares | 118.8K → 110.4K −$2.0M | -7.05% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $24.3M 7.04% | -$1.8M Sold | 0.034% 5.7K shares | 6.1K → 5.7K −$1.8M | -7.01% | $71.5B Large Cap | Q4 2023 Held for 1y 11m | |
Insurance - Property & Casualty Financial Services | $20.4M 5.91% | -$955.7K Sold | 0.014% 82.6K shares | 86.5K → 82.6K −$955.7K | -4.47% | $144.81B Large Cap | Q4 2023 Held for 1y 11m | |
Packaged Foods Consumer Defensive | $19.9M 5.75% | +$397.2K Bought | 4.32% 4.1M shares | 4.0M → 4.1M +$397.2K | +2.04% | $460.3M Small Cap | Q4 2023 Held for 1y 11m | |
Packaged Foods Consumer Defensive | $14.4M 4.16% | -$374.3K Sold | 0.294% 465.8K shares | 478.0K → 465.8K −$374.3K | -2.54% | $4.9B Mid Cap | Q4 2023 Held for 1y 11m | |
Residential Construction Consumer Cyclical | $13.7M 3.96% | -$742.7K Sold | 0.044% 114.0K shares | 120.1K → 114.0K −$742.7K | -5.15% | $32.6B Large Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $13.2M 3.81% | -$1.0M Sold | 0.006% 39.6K shares | 42.7K → 39.6K −$1.0M | -7.22% | $231.14B Mega Cap | Q4 2023 Held for 1y 11m | |
REIT - Mortgage Real Estate | $12.9M 3.72% | +$179.5K Bought | 0.181% 663.6K shares | 654.3K → 663.6K +$179.5K | +1.42% | $7.1B Mid Cap | Q4 2023 Held for 1y 11m | |
Insurance - Reinsurance Financial Services | $10.3M 2.97% | +$49.0K Bought | 0.07% 29.3K shares | 29.2K → 29.3K +$49.0K | +0.48% | $14.7B Large Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Exploration & Production Energy | $10.2M 2.95% | -$353.8K Sold | 0.114% 270.5K shares | 279.9K → 270.5K −$353.8K | -3.36% | $9.0B Mid Cap | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $9.7M 2.82% | +$4.2M Bought | 0.512% 536.4K shares | 307.2K → 536.4K +$4.2M | +74.63% | $1.9B Small Cap | Q4 2024 Held for 11 months | |
Oil & Gas Midstream Energy | $8.5M 2.45% | +$8.5M New | 0.024% 50.6K shares | 0 → 50.6K +$8.5M | New | $36.1B Large Cap | Q3 2025 Held for 2 months | |
Insurance - Diversified Financial Services | $8.1M 2.34% | — | 0.019% 102.9K shares | — | — | $43.5B Large Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Midstream Energy | $7.6M 2.2% | -$17.2 Sold | 0.013% 441.9K shares | 441.9K → 441.9K −$17.2 | -0.0% | $58.9B Large Cap | Q2 2024 Held for 1y 5m | |
Insurance - Diversified Financial Services | $6.7M 1.94% | -$1.3M Sold | 0.063% 157.5K shares | 187.5K → 157.5K −$1.3M | -16.0% | $10.6B Large Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Midstream Energy | $6.4M 1.87% | +$31.1K Bought | 0.01% 227.7K shares | 226.6K → 227.7K +$31.1K | +0.49% | $62.9B Large Cap | Q2 2024 Held for 1y 5m | |
Banks - Regional Financial Services | $6.4M 1.85% | -$420.3K Sold | 0.539% 127.9K shares | 136.3K → 127.9K −$420.3K | -6.16% | $1.2B Small Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Midstream Energy | $4.9M 1.43% | +$4.9M New | 0.076% 128.8K shares | 0 → 128.8K +$4.9M | New | $6.4B Mid Cap | Q3 2025 Held for 2 months | |
Insurance - Diversified Financial Services | $4.7M 1.35% | — | 0.012% 35.0K shares | — | — | $37.5B Large Cap | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $3.8M 1.11% | — | 0.025% 75.3K shares | — | — | $15.2B Large Cap | Q4 2024 Held for 11 months | |
Insurance - Specialty Financial Services | $3.3M 0.956% | -$347.7K Sold | 0.053% 52.0K shares | 57.4K → 52.0K −$347.7K | -9.52% | $6.3B Mid Cap | Q4 2023 Held for 1y 11m | |
REIT - Mortgage Real Estate | $2.9M 0.837% | +$76.0K Bought | 0.386% 499.3K shares | 486.2K → 499.3K +$76.0K | +2.7% | $748.2M Small Cap | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $2.7M 0.775% | +$2.7M New | 0.048% 79.6K shares | 0 → 79.6K +$2.7M | New | $5.6B Mid Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $2.7M 0.775% | +$2.7M New | — 79.6K shares | 0 → 79.6K +$2.7M | New | $5.6B Mid Cap | Q3 2025 Held for 2 months | |
Coal Energy | $1.8M 0.515% | — | 0.055% 70.4K shares | — | — | $3.2B Mid Cap | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $1.3M 0.382% | — | 0.001% 13.0K shares | — | — | $186.85B Large Cap | Q4 2023 Held for 1y 11m | |
Insurance - Specialty Financial Services | $924.4K 0.268% | — | 0.031% 24.1K shares | — | — | $3.0B Mid Cap | Q4 2023 Held for 1y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $842.3K 0.244% | -$24.1K Sold | 0.0% 12.7K shares | 13.1K → 12.7K −$24.1K | -2.79% | $285.42B Mega Cap | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $769.2K 0.223% | -$7.8K Sold | 0.0% 1.5K shares | 1.5K → 1.5K −$7.8K | -1.0% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
Asset Management Financial Services | $642.0K 0.186% | +$642.0K Bought | 0.001% 4.9K shares | — | — | $115.78B Large Cap | Q3 2025 Held for 2 months | |
Insurance - Diversified Financial Services | $591.2K 0.171% | +$171.9K Bought | 0.0% 1.2K shares | 834.0 → 1.2K +$171.9K | +41.01% | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $529.6K 0.153% | -$5.3K Sold | 0.0% 2.1K shares | 2.1K → 2.1K −$5.3K | -1.0% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
Banks - Regional Financial Services | $507.2K 0.147% | — | 0.002% 19.2K shares | — | — | $23.5B Large Cap | Q4 2023 Held for 1y 11m | |
Insurance - Specialty Financial Services | $426.5K 0.123% | — | 0.059% 22.2K shares | — | — | $718.9M Small Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $375.8K 0.109% | — | 0.0% 2.0K shares | — | — | $4.54T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $283.3K 0.082% | +$283.3K New | — 704.0 shares | 0 → 704.0 +$283.3K | New | — — | Q3 2025 Held for 2 months | |
Banks - Regional Financial Services | $283.0K 0.082% | — | 0.005% 10.0K shares | — | — | $5.6B Mid Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $270.2K 0.078% | +$270.2K New | — 450.0 shares | 0 → 450.0 +$270.2K | New | — — | Q3 2025 Held for 2 months | |
Integrated Freight & Logistics Industrials | $253.0K 0.073% | +$253.0K New | 0.0% 1.1K shares | 0 → 1.1K +$253.0K | New | $55.6B Large Cap | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $226.1K 0.065% | +$226.1K New | 0.0% 930.0 shares | 0 → 930.0 +$226.1K | New | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $207.7K 0.06% | +$207.7K New | — 2.3K shares | 0 → 2.3K +$207.7K | New | — — | Q3 2025 Held for 2 months | |
Household & Personal Products Consumer Defensive | $206.0K 0.06% | +$206.0K New | 0.0% 1.3K shares | 0 → 1.3K +$206.0K | New | $359.62B Mega Cap | Q3 2025 Held for 2 months | |
Industrial Materials Basic Materials | - — | -$4.8M Sold | — - shares | 263.7K → 0 −$4.8M | Sold | — — | Q4 2023 Held for 1y 11m | |
Banks - Regional Financial Services | - — | -$10.2M Sold | — - shares | 480.7K → 0 −$10.2M | Sold | $10.3B Large Cap | Q4 2023 Held for 1y 11m |
