Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Markel Group ⇄ Fayez Sarofim & Co
60Shared positions
21.9%Name overlap (Jaccard)
15+Only Markel Group
15+Only Fayez Sarofim…
Shared holdings · Q2 2026
Distinctively Markel Group
| BN Brookfield Corporation | 4.2% |
| ADI Analog Devices, Inc. | 3.0% |
| WSO Watsco, Inc. | 1.9% |
| FNV Franco-Nevada… | 1.2% |
| LPLA LPL Financial… | 1.2% |
| RLI RLI Corp. | 1.1% |
| KKR KKR & Co. Inc. | 1.0% |
| SCHW The Charles Schwab… | 1.0% |
| APO Apollo Global… | 0.9% |
| DG Dollar General… | 0.8% |
| BAM Brookfield Asset… | 0.7% |
| HEI-A HEICO Corporation | 0.7% |
| NVR NVR, Inc. | 0.6% |
| SUNB Sunbelt Rentals… | 0.6% |
| ROL Rollins, Inc. | 0.5% |
Distinctively Fayez Sarofim & Co
| NVDA NVIDIA Corporation | 4.7% |
| KO The Coca-Cola Company | 2.9% |
| TSM Taiwan Semiconductor… | 2.9% |
| ASML ASML Holding N.V. | 2.7% |
| CVX Chevron Corporation | 2.5% |
| MCD McDonald's Corporation | 1.8% |
| ABBV AbbVie Inc. | 1.7% |
| UNH UnitedHealth Group… | 1.5% |
| ETN Eaton Corporation plc | 1.5% |
| AVGO Broadcom Inc. | 1.3% |
| LLY Eli Lilly and Company | 1.2% |
| PG The Procter & Gamble… | 0.9% |
| ISRG Intuitive Surgical… | 0.9% |
| CB Chubb Limited | 0.8% |
| MS Morgan Stanley | 0.8% |
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology