| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| John Burville | - | 46,304 | 0 | 07 Feb, 2023 |
| William M Rue | - | 321,938 | 0 | 16 Nov, 2022 |
| J Brian Thebault | - | 52,572 | 0 | 08 May, 2023 |
| Gregory E Murphy | Executive Chairman | 175,319 | 0 | 16 Feb, 2022 |
| H Elizabeth Mitchell | - | 14,280 | 0 | 05 May, 2025 |
| Michael H Lanza | Evp And General Counsel | 34,765 | 0 | 09 Feb, 2026 |
| Mark Alexander Wilcox | Evp Cfo | 41,676 | 0 | 06 Feb, 2023 |
| Michael J. Morrissey | - | 12,579 | 0 | 07 Feb, 2023 |
| John J. Marchioni | President And Ceo | 0 | 154,864 | 25 Nov, 2025 |
| Terrence W Cavanaugh | - | 25,295 | 0 | 25 Jul, 2025 |
| Cynthia S Nicholson | - | 19,342 | 0 | 05 May, 2025 |
| Thomas A Mccarthy | - | 0 | 18,746 | 29 Jul, 2025 |
| Lisa R Bacus | - | 6,778 | 0 | 03 Feb, 2026 |
| Philip Hugh Urban | - | 28,415 | 0 | 06 May, 2024 |
| John Stephen Scheid | - | 30,036 | 0 | 05 May, 2025 |
| Robert Kelly Doherty | - | 27,110 | 0 | 01 Aug, 2025 |
| Stephen Mills | - | 6,516 | 0 | 05 May, 2025 |
| Wole C Coaxum | - | 5,545 | 0 | 05 May, 2025 |
| Ainar D Jr Aijala | - | 9,270 | 0 | 05 May, 2025 |
| Vincent M Senia | Evp, Chief Actuary | 14,178 | 0 | 10 Feb, 2025 |
| Paul Kush | Evp, Chief Claims Officer | 8,933 | 0 | 10 Feb, 2025 |
| Brenda M Hall | Evp, Coo, Standard Lines | 14,772 | 0 | 10 Feb, 2025 |
| Joseph Eppers | Evp, Chief Investment Officer | 14,265 | 0 | 09 Feb, 2026 |
| Anthony D. Harnett | Svp, Chief Accounting Officer | 15,205 | 0 | 17 Feb, 2026 |
| Jeffrey F. Kamrowski | Evp, Music | 79,955 | 0 | 09 Feb, 2026 |
| Kate Sampson | - | 1,426 | 0 | 05 May, 2025 |
| Patrick Sean Brennan | Evp, Chief Financial Officer | 17,948 | 0 | 27 Oct, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 17 Feb, 2026 | Anthony D. Harnett | Common Stock | D | 1,064 | $87.33 | 15,205 | D | S |
| 06 Feb, 2026 | John J. Marchioni | Common Stock | A | 21,686 | $0.00 | 21,686 | D | A |
| 06 Feb, 2026 | Anthony D. Harnett | Common Stock | A | 1,775 | $0.00 | 16,980 | D | A |
| 06 Feb, 2026 | Jeffrey F. Kamrowski | Common Stock | A | 2,905 | $0.00 | 81,083 | D | A |
| 06 Feb, 2026 | Joseph Eppers | Common Stock | A | 2,711 | $0.00 | 15,203 | D | A |
| 06 Feb, 2026 | Michael H Lanza | Common Stock | A | 4,260 | $0.00 | 36,360 | D | A |
| 06 Feb, 2026 | Michael H Lanza | Common Stock | D | 1,595 | $90.10 | 34,765 | D | F |
| 06 Feb, 2026 | Anthony D. Harnett | Common Stock | D | 711 | $90.10 | 16,269 | D | F |
| 06 Feb, 2026 | John J. Marchioni | Common Stock | D | 9,452 | $90.10 | 12,234 | D | F |
| 06 Feb, 2026 | Jeffrey F. Kamrowski | Common Stock | D | 1,128 | $90.10 | 79,955 | D | F |
| 06 Feb, 2026 | Joseph Eppers | Common Stock | D | 938 | $90.10 | 14,265 | D | F |
| 02 Feb, 2026 | Anthony D. Harnett | Common Stock | D | 955 | $85.31 | 15,205 | D | S |
| 02 Feb, 2026 | Lisa R Bacus | Common Stock | A | 600 | $84.81 | 6,778 | D | P |
| 25 Nov, 2025 | John J. Marchioni | Common Stock | D | 15,089 | $0.00 | 0 | D | G |
| 25 Nov, 2025 | John J. Marchioni | Common Stock | A | 15,089 | $0.00 | 154,864 | I | G |
| 24 Oct, 2025 | Patrick Sean Brennan | Common Stock | A | 2,700 | $76.17 | 17,948 | D | P |
| 01 Aug, 2025 | Robert Kelly Doherty | Common Stock | A | 1,500 | $77.00 | 27,110 | D | P |
| 28 Jul, 2025 | Thomas A Mccarthy | Common Stock | A | 2,500 | $77.42 | 18,746 | I | P |
| 28 Jul, 2025 | John J. Marchioni | Common Stock | A | 3,200 | $77.89 | 139,775 | I | P |
| 25 Jul, 2025 | Terrence W Cavanaugh | Common Stock | A | 2,000 | $75.72 | 25,295 | D | P |