Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BERKSHIRE HATHAWAY INC DEL | 27,640 | 50,000 | +22,360 | 13,245 | 25,020 | 11.42% | +11,774 |
| VANGUARD INDEX FDS | 45,150 | 50,000 | +4,850 | 26,979 | 34,341 | 15.67% | +7,361 |
| MARKEL GROUP INC(MKL) | 5,635 | 8,500 | +2,865 | 10,786 | 16,601 | 7.57% | +5,815 |
| ROYAL BK CDA(RY) | 75,000 | 75,000 | 0 | 16,866 | 15,500 | 7.07% | -1,366 |
| BANK MONTREAL MEDIUM | 125,000 | 125,000 | 0 | 23,553 | 22,050 | 10.06% | -1,502 |
| TORONTO DOMINION BK ONT(TD) | 200,000 | 200,000 | 0 | 25,984 | 24,270 | 11.07% | -1,714 |
| BANK NOVA SCOTIA B C | 300,000 | 300,000 | 0 | 28,941 | 26,025 | 11.87% | -2,916 |
| CANADIAN IMPERIAL BANK OF CO(CM) | 200,000 | 200,000 | 0 | 26,368 | 22,987 | 10.49% | -3,381 |
| MANULIFE FINL CORP(MFC) | 800,000 | 800,000 | 0 | 38,336 | 32,383 | 14.77% | -5,953 |