| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 33 | 6,095,449 | BRK-B, AXP, MCO, MA | 13F-HR | 1/30/2024 | 000117266124000389 |
| Q3 2023 | 33 | 5,678,006 | BRK-B, MA, MCO, AXP | 13F-HR | 10/25/2023 | 000117266123003492 |
| Q2 2023 | 32 | 5,548,894 | BRK-B, AXP, MCO, MA | 13F-HR | 7/19/2023 | 000117266123002540 |
| Q1 2023 | 31 | 5,025,963 | BRK-B, MCO, AXP, SPGI | 13F-HR | 5/2/2023 | 000117266123001783 |
| Q4 2022 | 30 | 4,507,262 | BRK-B, AXP, MCO, SPGI | 13F-HR | 1/23/2023 | 000117266123000248 |
| Q3 2022 | 29 | 4,128,315 | BRK-B, AXP, SPGI, DE | 13F-HR | 10/27/2022 | 000117266122002244 |
| Q2 2022 | 43 | 4,426,283 | BRK-B, AXP, SPGI, MCO | 13F-HR | 7/15/2022 | 000110465922080008 |
| Q1 2022 | 32 | 5,545,278 | BRK-B, AXP, SPGI, MCO | 13F-HR | 4/22/2022 | 000110465922048849 |
| Q4 2021 | 32 | 6,022,387 | AXP, BRK-B, MCO, SPGI | 13F-HR | 2/1/2022 | 000110465922010182 |
| Q3 2021 | 40 | 5,897,894 | AXP, BRK-B, MCO, SPGI | 13F-HR | 11/3/2021 | 000110465921133539 |
| Q2 2021 | 43 | 5,866,581 | AXP, BRK-B, MCO, SPGI | 13F-HR | 8/2/2021 | 000110465921098523 |
| Q1 2021 | 43 | 5,582,751 | AXP, DE, BRK-B, MCO | 13F-HR | 4/22/2021 | 000110465921053361 |
| Q4 2020 | 42 | 5,163,420 | AXP, DE, BRK-B, MCO | 13F-HR | 1/19/2021 | 000110465921005140 |
| Q3 2020 | 42 | 4,770,632 | BRK-B, SPGI, DE, MCO | 13F-HR | 11/6/2020 | 000110465920122296 |
| Q2 2020 | 45 | 4,373,067 | SPGI, MCO, AXP, BRK-B | 13F-HR | 7/15/2020 | 000110465920083575 |
| Q1 2020 | 41 | 3,732,478 | BRK-B, MCO, SPGI, AXP | 13F-HR | 4/14/2020 | 000110465920046146 |
| Q4 2019 | 41 | 4,487,803 | BRK-B, AXP, MCO, WFC | 13F-HR | 2/18/2020 | 000110465920022192 |
| Q3 2019 | 41 | 4,014,180 | BRK-B, AXP, WFC, MCO | 13F-HR | 12/2/2019 | 000110465919068878 |
| Q2 2019 | 40 | 4,001,309 | BRK-B, AXP, WFC, MCO | NEW HOLDINGS | 12/2/2019 | 000110465919068873 |
| Q2 2019 | 46 | 1,393,437 | SPGI, CMCSA, FOXA, CABO | 13F-HR | 9/16/2019 | 000110465919050191 |
| Q1 2019 | 38 | 3,567,349 | BRK-B, AXP, MCO, WFC | 13F-HR | 12/2/2019 | 000110465919068870 |
| Q4 2018 | 38 | 2,898,194 | BRK-B, AXP, WFC, DE | 13F-HR | 12/19/2019 | 000110465919074251 |
| Q3 2018 | 40 | 2,993,620 | BRK-B, AXP, WFC, DE | 13F-HR | 12/19/2019 | 000110465919074245 |
| Q2 2018 | 54 | 3,010,076 | BRK-B, AXP, WFC, DE | 13F-HR | 12/19/2019 | 000110465919074241 |
| Q1 2018 | 39 | 2,802,958 | BRK-B, AXP, DE, WFC | 13F-HR | 12/19/2019 | 000110465919074238 |
| Q4 2017 | 42 | 2,763,979 | BRK-B, AXP, WFC, DE | 13F-HR | 12/19/2019 | 000110465919074236 |
| Q3 2017 | 44 | 2,582,390 | BRK-B, AXP, DE, WFC | 13F-HR | 12/19/2019 | 000110465919074235 |
| Q2 2017 | 43 | 2,371,691 | BRK-B, DE, AXP, WFC | 13F-HR | 12/19/2019 | 000110465919074233 |
| Q1 2017 | 45 | 2,134,745 | BRK-B, DE, AXP, WFC | 13F-HR | 12/19/2019 | 000110465919074232 |
| Q4 2016 | 38 | 1,797,004 | BRK-B, AXP, DE, WFC | 13F-HR | 12/19/2019 | 000110465919074230 |
| Q3 2016 | 39 | 1,438,391 | BRK-B, AXP, DE, WFC | 13F-HR | 12/19/2019 | 000110465919074225 |
| Q2 2016 | 41 | 1,388,109 | BRK-B, AXP, DE, WFC | 13F-HR | 12/19/2019 | 000110465919074223 |
| Q1 2016 | 41 | 1,523,619 | BRK-B, AXP, DE, WFC | 13F-HR | 12/19/2019 | 000110465919074221 |
| Q4 2015 | 58 | 1,450,980 | BRK-B, AXP, DE, WFC | 13F-HR | 12/19/2019 | 000110465919074219 |
| Q3 2015 | 40 | 1,309,739 | BRK-B, AXP, DE, WFC | 13F-HR | 12/19/2019 | 000110465919074217 |
| Q2 2015 | 62 | 985,413 | BRK-B, AXP, DE, WFC | 13F-HR | 12/19/2019 | 000110465919074213 |
| Q1 2015 | 77 | 958,126 | BRK-B, AXP, WFC, DE | 13F-HR | 12/19/2019 | 000110465919074210 |
| Q4 2014 | 65 | 938,427 | BRK-B, WFC, AXP, DE | 13F-HR | 12/19/2019 | 000110465919074205 |
| Q3 2014 | 61 | 811,554 | BRK-B, WFC, AXP, DE | 13F-HR | 12/19/2019 | 000110465919074198 |
| Q2 2014 | 74 | 941,139 | BRK-B, AXP, WFC, DE | 13F-HR | 12/19/2019 | 000110465919074195 |
| Q1 2014 | 67 | 810,133 | BRK-B, AXP, WFC, DE | 13F-HR | 12/19/2019 | 000110465919074193 |