| Schedule of Investments Measured at Fair Value on a Recurring Basis |
Investments measured at fair value on a recurring basis consisted of the following types of instruments as of December 31, 2025 and 2024:
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December 31, 2025 |
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(in 000s) |
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Total |
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Level 1 |
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Level 2 |
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Level 3 |
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Mutual funds |
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$ |
1,013,365 |
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$ |
1,013,365 |
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$ |
— |
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$ |
— |
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Stifel Financial Corp. common stock |
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219,784 |
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219,784 |
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— |
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— |
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Self-directed brokerage accounts |
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20,621 |
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20,621 |
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— |
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— |
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1,253,770 |
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$ |
1,253,770 |
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$ |
— |
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$ |
— |
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Pooled separate accounts measured at NAV |
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1,152,837 |
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$ |
2,406,607 |
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December 31, 2024 |
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(in 000s) |
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Total |
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Level 1 |
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Level 2 |
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Level 3 |
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Mutual funds |
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$ |
843,426 |
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$ |
843,426 |
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$ |
— |
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$ |
— |
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Stifel Financial Corp. common stock |
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188,099 |
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188,099 |
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— |
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— |
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Self-directed brokerage accounts |
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28,573 |
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|
28,537 |
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— |
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36 |
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1,060,098 |
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$ |
1,060,062 |
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$ |
— |
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$ |
36 |
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Pooled separate accounts measured at NAV |
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1,016,959 |
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$ |
2,077,057 |
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