Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BANK NOVA SCOTIA HALIFAX | 300,000 | 300,000 | 0 | 22,590 | 26,997 | 13.77% | +4,407 |
| BANK MONTREAL QUE | 125,000 | 125,000 | 0 | 18,864 | 22,669 | 11.57% | +3,805 |
| CANADIAN IMPERIAL BANK OF CO(CM) | 200,000 | 200,000 | 0 | 19,332 | 22,242 | 11.35% | +2,910 |
| TORONTO DOMINION BK ONT(TD) | 200,000 | 200,000 | 0 | 20,032 | 22,256 | 11.36% | +2,224 |
| VANGUARD INDEX FDS | 45,140 | 45,150 | +10 | 25,641 | 27,649 | 14.11% | +2,008 |
| ROYAL BK CDA(RY) | 65,000 | 65,000 | 0 | 11,666 | 13,333 | 6.80% | +1,667 |
| BERKSHIRE HATHAWAY INC DEL | 25,690 | 27,500 | +1,810 | 12,479 | 13,825 | 7.05% | +1,346 |
| MANULIFE FINL CORP(MFC) | 620,000 | 650,000 | +30,000 | 26,995 | 28,184 | 14.38% | +1,189 |
| BCE INC(BCE) | 250,000 | 250,000 | 0 | 7,550 | 8,130 | 4.15% | +580 |
| MARKEL GROUP INC(MKL) | 5,600 | 5,600 | 0 | 11,185 | 10,704 | 5.46% | -482 |