Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARTHUR M COHEN & ASSOCIATES LLC | 04-22-2024 | 03-31-2024 | 134 | 473,404,712 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | SP SMCP600VL ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ANSYS INC | COM | 102 | $516,574 | 1,488 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | SELECT DIVID ETF | 103 | $510,757 | 4,146 | 0.00 | 0.00 | 22 | 0.53 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 104 | $508,386 | 2,784 | 0.00 | 0.00 | 764 | 37.82 | 03-31-2024 |
