| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| CB | Chubb Ltd | Vice Chairman, Chubb Group* | $18.4M | May 18, 2022 | ||
| BRO | BROWN & BROWN, INC. | Director | $499K | +$250K | +100% | Aug 8, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|