CHARLESTON, SC
Allocation by class
Portfolio Concentration
Top 3 weight
39.6%
Top 10 weight
80.9%
Voting Authority Distribution
Total shares with voting rights: 28.22M
Full voting authority
28.22M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASESOLE | COMMON EQUITY | 314K | SH | $102.8K 17.69% | 314K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COMMON EQUITY | 233.22K | SH | $78.9K 13.58% | 233.22K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COMMON EQUITY | 48K | SH | $48.5K 8.36% | 13K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COMMON EQUITY | 182K | SH | $39.8K 6.84% | 182K | 0.00 | 0.00 |
ACCENTURE PLC CL ASOLE | COMMON EQUITY | 315K | SH | $39.2K 6.75% | 215K | 0.00 | 0.00 |
MASTERCARD INC ASOLE | COMMON EQUITY | 68K | SH | $34.9K 6.01% | 68K | 0.00 | 0.00 |
US BANCORPSOLE | COMMON EQUITY | 558K | SH | $33.7K 5.80% | 558K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC CL ASOLE | COMMON EQUITY | 44.00 | SH | $32.9K 5.67% | 44.00 | 0.00 | 0.00 |
INFLEQTION INCSOLE | COMMON EQUITY | 2.35M | SH | $31.3K 5.39% | 25.62M | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COMMON EQUITY | 14.30K | SH | $27.9K 4.81% | 14.30K | 0.00 | 0.00 |
KKRSOLE | COMMON EQUITY | 271K | SH | $24.9K 4.28% | 271K | 0.00 | 0.00 |
WESTERN ALLIANCE BANCORPSOLE | COMMON EQUITY | 285K | SH | $23.4K 4.03% | 285K | 0.00 | 0.00 |
AON PLC CLASS ASOLE | COMMON EQUITY | 49K | SH | $16.3K 2.80% | 49K | 0.00 | 0.00 |
ARCH CAPITAL GROUP LTDSOLE | COMMON EQUITY | 150K | SH | $14.6K 2.51% | 150K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC CL BSOLE | COMMON EQUITY | 15K | SH | $7.5K 1.29% | 15K | 0.00 | 0.00 |
NORTHERN TRUST CORPSOLE | COMMON EQUITY | 30K | SH | $5.2K 0.90% | 30K | 0.00 | 0.00 |
GLOBAL PAYMENTS INCSOLE | COMMON EQUITY | 68K | SH | $4.9K 0.85% | 68K | 0.00 | 0.00 |
ALIBABA GROUP HOLDING-SP ADRSOLE | COMMON EQUITY | 50K | SH | $4.8K 0.83% | 50K | 0.00 | 0.00 |
AXOS FINANCIAL INCSOLE | COMMON EQUITY | 37K | SH | $3.6K 0.62% | 37K | 0.00 | 0.00 |
VISA INC CLASS A SHARESSOLE | COMMON EQUITY | 9.71K | SH | $3.3K 0.57% | 9.71K | 0.00 | 0.00 |
WEBSTER FINANCIAL CORPSOLE | COMMON EQUITY | 33K | SH | $2.5K 0.43% | 33K | 0.00 | 0.00 |
AMRYT PHARMA LTD - SPNR ADRSOLE | COMMON EQUITY | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |
WELLS FARGOSOLE | COMMON EQUITY | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |
BANK OZKSOLE | COMMON EQUITY | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |
ATAI LIFESCIENCES NVSOLE | COMMON EQUITY | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |