W.R. Berkley Corp.

• BG Bristol Gate Capital Partners US Equity Strategy Report to Investors ↗ Bristol Gate’s US Equity Strategy added Garmin for its vertically integrated GPS franchises and cash-rich balance sheet, while selling Verisk for better prospective dividend growth elsewhere. It trimmed KLA and Applied Materials after earlier gains, argues their share declines reflected valuation compression rather than weaker earnings, and remains focused on cash-flow-funded dividend growth amid concentrated index leadership. 3rd Quarter 2026 AMAT $296BCTAS $88BGRMN $55B +3

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