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Manager A Manager B

Markel Group ⇄ Aberdeen Group plc

60Gedeelde posities

10.7%Naamoverlap (Jaccard)

15+Alleen Markel Group

15+Alleen Aberdeen…

Gedeelde posities · Q2 2026

Effect	Markel Group gewicht	Aberdeen Group plc gewicht
GOOG Alphabet Inc.	7.4%	3.3%
AAPL Apple Inc.	2.7%	6.9%
AMZN Amazon.com, Inc.	3.7%	4.0%
BRK-A Berkshire Hathaway Inc.	6.4%	0.0%
MSFT Microsoft Corporation	1.5%	4.7%
BRK-B Berkshire Hathaway Inc.	5.8%	0.1%
GOOGL Alphabet Inc.	1.6%	4.2%
DE Deere & Company	4.2%	0.3%
CAT Caterpillar Inc.	2.7%	0.8%
ADI Analog Devices, Inc.	3.0%	0.4%
V Visa Inc.	2.6%	0.7%
GS The Goldman Sachs Group…	2.8%	0.4%
HD The Home Depot, Inc.	2.5%	0.4%
META Meta Platforms, Inc.	1.0%	1.4%
TXN Texas Instruments…	1.6%	0.4%
JNJ Johnson & Johnson	1.2%	0.9%
WSO Watsco, Inc.	1.9%	0.0%
BLK BlackRock, Inc.	1.6%	0.2%
JPM JPMorgan Chase & Co.	0.6%	1.1%
DIS The Walt Disney Company	1.5%	0.2%
AXP American Express Company	1.3%	0.3%
LOW Lowe's Companies, Inc.	1.3%	0.2%
MA Mastercard Incorporated	0.8%	0.6%
PGR The Progressive…	1.3%	0.2%
CSCO Cisco Systems, Inc.	0.3%	1.0%
BX Blackstone Inc.	1.1%	0.2%
LPLA LPL Financial Holdings…	1.2%	0.0%
LIN Linde plc	0.9%	0.4%
SCHW The Charles Schwab…	1.0%	0.2%
NVO Novo Nordisk A/S	1.0%	0.0%
GD General Dynamics…	1.1%	0.0%
MRSH Marsh & McLennan…	1.0%	0.1%
KKR KKR & Co. Inc.	1.0%	0.0%
APO Apollo Global Management…	0.9%	0.1%
AMAT Applied Materials, Inc.	0.2%	0.8%
ADM Archer-Daniels-Midland…	0.9%	0.0%
MCO Moody's Corporation	0.7%	0.1%
NSC Norfolk Southern…	0.7%	0.1%
UNP Union Pacific Corporation	0.3%	0.5%
DG Dollar General Corporation	0.8%	0.0%
ITW Illinois Tool Works Inc.	0.7%	0.1%
HEI-A HEICO Corporation	0.7%	0.0%
ODFL Old Dominion Freight…	0.7%	0.0%
COST Costco Wholesale…	0.3%	0.5%
ECL Ecolab Inc.	0.6%	0.1%
ROK Rockwell Automation, Inc.	0.6%	0.1%
MSCI MSCI Inc.	0.6%	0.1%
NVR NVR, Inc.	0.6%	0.0%
SBUX Starbucks Corporation	0.5%	0.1%
TMO Thermo Fisher Scientific…	0.3%	0.3%
SPGI S&P Global Inc.	0.4%	0.2%
ROL Rollins, Inc.	0.5%	0.0%
WFC Wells Fargo & Company	0.1%	0.3%
CG The Carlyle Group Inc.	0.4%	0.0%
XONA.DE Exxon Mobil Corporation	0.1%	0.4%
AON Aon plc	0.3%	0.1%
TSN Tyson Foods, Inc.	0.4%	0.0%
MELI MercadoLibre, Inc.	0.3%	0.1%
FERG Ferguson plc	0.3%	0.1%
SHW The Sherwin-Williams…	0.2%	0.2%

Opvallend Markel Group

BN Brookfield Corporation	4.2%
FNV Franco-Nevada…	1.2%
RLI RLI Corp.	1.1%
DEO Diageo plc	0.8%
BAM Brookfield Asset…	0.7%
SUNB Sunbelt Rentals…	0.6%
THG The Hanover Insurance…	0.5%
ITIC	0.4%
HGTY Hagerty, Inc.	0.3%
LAMR Lamar Advertising…	0.2%
CCK Crown Holdings, Inc.	0.2%
BF-A	0.2%
RNR RenaissanceRe…	0.2%
EPD Enterprise Products…	0.2%
HXL Hexcel Corporation	0.1%

Opvallend Aberdeen Group plc

NVDA NVIDIA Corporation	5.6%
TSLA Tesla, Inc.	3.0%
AVGO Broadcom Inc.	2.3%
MU Micron Technology…	1.3%
AMD Advanced Micro…	1.2%
LLY Eli Lilly and Company	1.1%
MRK Merck & Co., Inc.	0.8%
ABBV AbbVie Inc.	0.7%
GE GE Aerospace	0.7%
INTC Intel Corp.	0.7%
LRCX Lam Research…	0.6%
UNH UnitedHealth Group…	0.6%
WMT Walmart Inc.	0.6%
WELL Welltower Inc.	0.6%
KO The Coca-Cola Company	0.6%

Herkomst: Overlap live berekend op basis van de geparseerde common-stockposities van beide managers voor Q2 2026. Uitsluitend gerapporteerde longposities — hedges en niet-13F-activa zijn niet zichtbaar. Methodologie

Beheerders vergelijken

Markel Group ⇄ Aberdeen Group plc

Gedeelde posities · Q2 2026

Opvallend Markel Group

Opvallend Aberdeen Group plc