GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450,000 shares; 2024Q4: 450,000 shares; 2025Q1: 450,000 shares; 2025Q2: 445,000 shares; 2025Q3: 430,000 shares; 2025Q4: 420,000 shares; 2026Q1: 400,000 shares 400,000 $115M 9.49% -20,000 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400,000 shares; 2024Q4: 400,000 shares; 2025Q1: 390,000 shares; 2025Q2: 370,000 shares; 2025Q3: 360,000 shares; 2025Q4: 360,000 shares; 2026Q1: 350,000 shares 350,000 $111M 9.19% -10,000 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420,000 shares; 2024Q4: 420,000 shares; 2025Q1: 400,000 shares; 2025Q2: 400,000 shares; 2025Q3: 400,000 shares; 2025Q4: 400,000 shares; 2026Q1: 400,000 shares 400,000 $79.3M 6.54% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800,000 shares; 2024Q4: 800,000 shares; 2025Q1: 800,000 shares; 2025Q2: 800,000 shares; 2025Q3: 800,000 shares; 2025Q4: 800,000 shares; 2026Q1: 700,000 shares 700,000 $65.8M 5.43% -100,000 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,000 shares; 2024Q4: 300,000 shares; 2025Q1: 300,000 shares; 2025Q2: 335,000 shares; 2025Q3: 335,000 shares; 2025Q4: 335,000 shares; 2026Q1: 350,000 shares 350,000 $63.9M 5.27% +15,000 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,000 shares; 2024Q4: 145,000 shares; 2025Q1: 145,000 shares; 2025Q2: 140,000 shares; 2025Q3: 140,000 shares; 2025Q4: 140,000 shares; 2026Q1: 140,000 shares 140,000 $60.8M 5.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,000 shares; 2024Q4: 200,000 shares; 2025Q1: 200,000 shares; 2025Q2: 200,000 shares; 2025Q3: 200,000 shares; 2025Q4: 200,000 shares; 2026Q1: 200,000 shares 200,000 $56.5M 4.66% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,000 shares; 2024Q4: 225,000 shares; 2025Q1: 235,000 shares; 2025Q2: 260,000 shares; 2025Q3: 260,000 shares; 2025Q4: 260,000 shares; 2026Q1: 260,000 shares 260,000 $54.2M 4.47% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 256,250 shares; 2025Q4: 256,250 shares; 2026Q1: 256,250 shares 256,250 $53M 4.38% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 90,000 shares; 2025Q4: 90,000 shares; 2026Q1: 90,000 shares 90,000 $51.5M 4.25% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 60,000 shares; 2025Q1: 70,000 shares; 2025Q2: 70,000 shares; 2025Q3: 70,000 shares; 2025Q4: 70,000 shares; 2026Q1: 70,000 shares 70,000 $42.4M 3.5% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,000 shares; 2024Q4: 150,000 shares; 2025Q1: 150,000 shares; 2025Q2: 150,000 shares; 2025Q3: 140,000 shares; 2025Q4: 140,000 shares; 2026Q1: 140,000 shares 140,000 $42.3M 3.5% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,000 shares; 2024Q4: 180,000 shares; 2025Q1: 160,000 shares; 2025Q2: 150,000 shares; 2025Q3: 140,000 shares; 2025Q4: 140,000 shares; 2026Q1: 140,000 shares 140,000 $41.2M 3.4% 0 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600,000 shares 600,000 $39.1M 3.22% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,000 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares; 2025Q2: 80,000 shares; 2025Q3: 80,000 shares; 2025Q4: 80,000 shares; 2026Q1: 80,000 shares 80,000 $29.6M 2.44% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,000 shares; 2024Q4: 105,000 shares; 2025Q1: 105,000 shares; 2025Q2: 105,000 shares; 2025Q3: 105,000 shares; 2025Q4: 105,000 shares; 2026Q1: 135,000 shares 135,000 $29.2M 2.41% +30,000 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,000 shares; 2025Q4: 80,000 shares; 2026Q1: 80,000 shares 80,000 $27M 2.23% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 15,500 shares 15,500 $26.8M 2.21% +2,500 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000,000 shares; 2025Q1: 325,000 shares; 2025Q2: 400,000 shares; 2025Q3: 450,000 shares; 2025Q4: 500,000 shares; 2026Q1: 500,000 shares 500,000 $26.4M 2.18% 0 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150,000 shares; 2024Q4: 1,150,000 shares; 2025Q1: 1,201,474 shares; 2025Q2: 1,201,474 shares; 2025Q3: 1,201,474 shares; 2025Q4: 1,260,130 shares; 2026Q1: 1,260,130 shares 1,260,130 $26M 2.14% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 80,000 shares 80,000 $25.8M 2.13% -20,000 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,000 shares; 2024Q4: 75,000 shares; 2025Q1: 75,000 shares; 2025Q2: 75,000 shares; 2025Q3: 75,000 shares; 2025Q4: 75,000 shares; 2026Q1: 75,000 shares 75,000 $22.7M 1.87% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,000 shares; 2024Q4: 185,000 shares; 2025Q1: 175,000 shares; 2025Q2: 175,000 shares; 2025Q3: 250,000 shares; 2025Q4: 250,000 shares; 2026Q1: 250,000 shares 250,000 $21.7M 1.79% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,000 shares; 2024Q4: 160,000 shares; 2025Q1: 160,000 shares; 2025Q2: 150,000 shares; 2025Q3: 150,000 shares; 2025Q4: 150,000 shares; 2026Q1: 150,000 shares 150,000 $18M 1.49% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,000 shares 100,000 $18M 1.49% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,000 shares; 2024Q4: 55,000 shares; 2025Q1: 55,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $17.7M 1.46% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,000 shares; 2024Q4: 90,000 shares; 2025Q1: 90,000 shares; 2025Q2: 90,000 shares; 2025Q3: 80,000 shares; 2025Q4: 80,000 shares; 2026Q1: 70,000 shares 70,000 $17.1M 1.41% -10,000 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,000 shares; 2024Q4: 200,000 shares; 2025Q1: 200,000 shares; 2025Q2: 200,000 shares; 2025Q3: 200,000 shares; 2025Q4: 200,000 shares; 2026Q1: 200,000 shares 200,000 $16.2M 1.34% 0 Timeline TWFG TWFG INC More: the full row for TWFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450,000 shares; 2025Q4: 475,000 shares; 2026Q1: 500,000 shares 500,000 $9.2M 0.76% +25,000 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 225,000 shares; 2025Q1: 225,000 shares; 2025Q2: 225,000 shares; 2025Q3: 225,000 shares; 2025Q4: 225,000 shares; 2026Q1: 225,000 shares 225,000 $3.91M 0.32% 0 Timeline