Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MANULIFE FINL CORP(MFC) | 600,000 | 620,000 | +20,000 | 269 | 26,995 | 15.31% | +26,726 |
| ROYAL BK CDA(RY) | 65,000 | 65,000 | 0 | 1,054 | 11,666 | 6.62% | +10,612 |
| CANADIAN IMPERIAL BK COMM(CM) | 200,000 | 200,000 | 0 | 16,190 | 19,332 | 10.96% | +3,142 |
| TORONTO DOMINION BK ONT(TD) | 200,000 | 200,000 | 0 | 17,246 | 20,032 | 11.36% | +2,786 |
| BANK NOVA SCOTIA HALIFAX | 300,000 | 300,000 | 0 | 20,469 | 22,590 | 12.81% | +2,121 |
| BANK MONTREAL QUE | 125,000 | 125,000 | 0 | 17,178 | 18,864 | 10.70% | +1,686 |
| VANGUARD INDEX FDS | 45,000 | 45,140 | +140 | 24,246 | 25,641 | 14.54% | +1,394 |
| MARKEL GROUP INC(MKL) | 5,600 | 5,600 | 0 | 10,470 | 11,185 | 6.34% | +715 |
| BCE INC(BCE) | 245,800 | 250,000 | +4,200 | 8,119 | 7,550 | 4.28% | -569 |
| BERKSHIRE HATHAWAY INC DEL | 25,690 | 25,690 | 0 | 13,682 | 12,479 | 7.08% | -1,203 |