| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| TRV | TRAVELERS COMPANIES, INC. | Director | $3.15M | Sep 30, 2025 | ||
| BK, BK-PK | Bank of New York Mellon Corp | Director | $2.36M | Oct 1, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|