Trade Filings

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Manager A Manager B

Markel Group ⇄ Blair William & Co/Il

60Gedeelde posities

6.2%Naamoverlap (Jaccard)

9+Alleen Markel Group

15+Alleen Blair William…

Gedeelde posities · Q2 2026

Effect	Markel Group gewicht	Blair William &… gewicht
GOOG Alphabet Inc.	7.4%	2.7%
AMZN Amazon.com, Inc.	3.7%	3.6%
AAPL Apple Inc.	2.7%	4.3%
BRK-A Berkshire Hathaway Inc.	6.4%	0.1%
BRK-B Berkshire Hathaway Inc.	5.8%	0.6%
MSFT Microsoft Corporation	1.5%	3.3%
DE Deere & Company	4.2%	0.3%
V Visa Inc.	2.6%	1.6%
BN Brookfield Corporation	4.2%	0.0%
GOOGL Alphabet Inc.	1.6%	2.2%
GS The Goldman Sachs Group…	2.8%	0.4%
HD The Home Depot, Inc.	2.5%	0.6%
ADI Analog Devices, Inc.	3.0%	0.1%
CAT Caterpillar Inc.	2.7%	0.3%
JPM JPMorgan Chase & Co.	0.6%	1.9%
WSO Watsco, Inc.	1.9%	0.6%
META Meta Platforms, Inc.	1.0%	1.0%
MA Mastercard Incorporated	0.8%	1.1%
AXP American Express Company	1.3%	0.6%
PGR The Progressive…	1.3%	0.6%
JNJ Johnson & Johnson	1.2%	0.6%
TXN Texas Instruments…	1.6%	0.1%
BLK BlackRock, Inc.	1.6%	0.1%
DIS The Walt Disney Company	1.5%	0.1%
COST Costco Wholesale…	0.3%	1.3%
BX Blackstone Inc.	1.1%	0.3%
LOW Lowe's Companies, Inc.	1.3%	0.1%
FNV Franco-Nevada Corporation	1.2%	0.1%
GD General Dynamics…	1.1%	0.3%
LPLA LPL Financial Holdings…	1.2%	0.0%
ECL Ecolab Inc.	0.6%	0.6%
LIN Linde plc	0.9%	0.3%
SCHW The Charles Schwab…	1.0%	0.2%
NVO Novo Nordisk A/S	1.0%	0.0%
KKR KKR & Co. Inc.	1.0%	0.0%
MRSH Marsh & McLennan…	1.0%	0.0%
ROK Rockwell Automation, Inc.	0.6%	0.4%
ITW Illinois Tool Works Inc.	0.7%	0.3%
APO Apollo Global Management…	0.9%	0.0%
ADM Archer-Daniels-Midland…	0.9%	0.0%
DEO Diageo plc	0.8%	0.0%
MCO Moody's Corporation	0.7%	0.1%
DG Dollar General Corporation	0.8%	0.0%
HEI-A HEICO Corporation	0.7%	0.0%
BAM Brookfield Asset…	0.7%	0.0%
SBUX Starbucks Corporation	0.5%	0.3%
NSC Norfolk Southern…	0.7%	0.0%
ODFL Old Dominion Freight…	0.7%	0.0%
UNP Union Pacific Corporation	0.3%	0.3%
AON Aon plc	0.3%	0.3%
ROL Rollins, Inc.	0.5%	0.2%
NVR NVR, Inc.	0.6%	0.0%
MSCI MSCI Inc.	0.6%	0.0%
UBER Uber Technologies, Inc.	0.1%	0.5%
CSCO Cisco Systems, Inc.	0.3%	0.3%
SUNB Sunbelt Rentals Holdings…	0.6%	0.0%
RTX RTX Corporation	0.3%	0.2%
TMO Thermo Fisher Scientific…	0.3%	0.2%
SPGI S&P Global Inc.	0.4%	0.1%
THG The Hanover Insurance…	0.5%	0.0%

Opvallend Markel Group

RLI RLI Corp.	1.1%
HGTY Hagerty, Inc.	0.3%
CCK Crown Holdings, Inc.	0.2%
SEIC SEI Investments…	0.1%
XONA.DE Exxon Mobil…	0.1%
NSP Insperity, Inc.	0.1%
GHC Graham Holdings…	0.0%
BC Brunswick Corporation	0.0%
BRO Brown & Brown, Inc.	0.0%

Opvallend Blair William & Co/Il

NVDA NVIDIA Corporation	2.8%
GEV GE Vernova Inc.	2.0%
SPY State Street SPDR S&P…	1.6%
IDXX IDEXX Laboratories…	1.3%
APH Amphenol Corporation	1.1%
RSP Invesco S&P 500 Equal…	1.1%
PANW Palo Alto Networks…	1.1%
LLY Eli Lilly and Company	1.1%
VEU Vanguard FTSE…	1.0%
MU Micron Technology…	0.9%
IVV iShares Core S&P 500…	0.9%
FAST Fastenal Company	0.9%
AVGO Broadcom Inc.	0.9%
ABBV AbbVie Inc.	0.8%
VEA Vanguard FTSE…	0.8%

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

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Markel Group ⇄ Blair William & Co/Il

Gedeelde posities · Q2 2026

Opvallend Markel Group

Opvallend Blair William & Co/Il