OpCo 13F-HR

Latest investment books from operating companies we track — corporate treasury, insurance float, holding-company equity. Not superinvestor Activity. Superinvestor firehose → Newest 13Fs. Issuer reports → Company filings.

one latest book per company · amendments not listed here as of 14 Aug 25 shown quarter narrative

latest books

25 6 11 2 4 1 1 0

shown 25

today 0 7d 0 14d 0

tracked 26

latest book per company · top holdings · open company or period · tap a book type under a name to filter

company	period	top holds	aum	holds
14 Aug 6
Advanced Micro Devices tech treasury	2026 Q2	SPCX SANM NTNX	$1.3B	6
Berkley W R insurance float	2026 Q2	EPD ET KMI	$2.1B	342
NVIDIA tech treasury	2026 Q2	INTC SPCX CRWV	$63.4B	8
Intel tech treasury	2026 Q2	MBLY JOBY	$621M	2
CNA Financial insurance float	2026 Q2	EPD ET COF	$239M	18
Loews conglomerate	2026 Q2	CNA BLDR TEAM	$12.5B	29
13 Aug 2
Pfizer pharma	2026 Q2	ALLO CELC ARVN	$170M	17
Allstate insurance float	2026 Q2	VCSH ITOT IGSB	$10B	1,338
12 Aug 1
White Mountains Insurance Group insurance float	2026 Q2	MAX SPY	$394M	2
10 Aug 1
First American Financial insurance float	2026 Q2	VOO VXUS OPAD	$390M	3
7 Aug 7
American Express Co payments	2026 Q2	GBTG	$1.5B	1
Merck & Co pharma	2026 Q2	PSNL MRNA KYMR	$526M	13
Walmart retail	2026 Q2	SYM KLAC GDOT	$736M	3
Travelers Companies insurance float	2026 Q2	FIHL METC	$142M	2
Aflac insurance float	2026 Q2	TRUP PGY LIFE	$93M	4
Alphabet tech treasury	2026 Q2	SPCX PL ASTS	$99.1B	28
Fidelity National Financial insurance float	2026 Q2	FG AVEX CCAP	$3.2B	30
6 Aug 3
Johnson & Johnson pharma	2026 Q2	PTGX NBTX MGTX	$799M	15
Amazon.com tech treasury	2026 Q2	RIVN XE BETA	$4.4B	6
Cincinnati Financial insurance float	2026 Q2	AAPL AVGO CSCO	$5.2B	56
3 Aug 2
Gilead Sciences pharma	2026 Q2	RCUS LKFT ASMB	$1.6B	5
Globe Life insurance float	2026 Q2	VOO VCLT	$422M	2
23 Jul 1
General Electric Co conglomerate	2026 Q2	BETA HYLN	$369M	2
13 Jul 1
Cisco Systems tech treasury	2026 Q2	ITOT CRWV IVV	$405M	6
6 Jul 1
Old Republic International insurance float	2026 Q2	MRK CAT ETN	$2.7B	54

Latest book per operating company we track. Soft QoQ narrative → OpCo 13F-HR changes. Superinvestor amendments stay on Newest 13Fs. Berkshire, Markel, and dual-identity names stay on featured managers. Values as filed. Not investment advice.