Trade Filings

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운용사 A 운용사 B

Markel Group ⇄ First Manhattan Co. Llc.

60공통 포지션

11.5%종목 중복 (Jaccard)

15+Only Markel Group

15+Only First…

공통 보유 종목 · Q2 2026

증권	Markel Group 비중	First Manhattan Co.… 비중
BRK-A Berkshire Hathaway Inc.	6.4%	26.3%
GOOG Alphabet Inc.	7.4%	3.5%
BRK-B Berkshire Hathaway Inc.	5.8%	2.3%
BN Brookfield Corporation	4.2%	2.5%
AAPL Apple Inc.	2.7%	3.6%
AMZN Amazon.com, Inc.	3.7%	2.0%
MSFT Microsoft Corporation	1.5%	4.1%
DE Deere & Company	4.2%	0.0%
V Visa Inc.	2.6%	1.5%
KKR KKR & Co. Inc.	1.0%	2.2%
ADI Analog Devices, Inc.	3.0%	0.0%
GOOGL Alphabet Inc.	1.6%	1.3%
GS The Goldman Sachs Group…	2.8%	0.0%
CAT Caterpillar Inc.	2.7%	0.0%
HD The Home Depot, Inc.	2.5%	0.0%
AMAT Applied Materials, Inc.	0.2%	2.3%
LOW Lowe's Companies, Inc.	1.3%	0.7%
LIN Linde plc	0.9%	0.9%
TXN Texas Instruments…	1.6%	0.0%
AXP American Express Company	1.3%	0.4%
JNJ Johnson & Johnson	1.2%	0.5%
BLK BlackRock, Inc.	1.6%	0.0%
DIS The Walt Disney Company	1.5%	0.0%
SPGI S&P Global Inc.	0.4%	1.1%
TMO Thermo Fisher Scientific…	0.3%	1.1%
PGR The Progressive…	1.3%	0.0%
META Meta Platforms, Inc.	1.0%	0.3%
FNV Franco-Nevada Corporation	1.2%	0.0%
BX Blackstone Inc.	1.1%	0.0%
SCHW The Charles Schwab…	1.0%	0.1%
GD General Dynamics…	1.1%	0.0%
NVO Novo Nordisk A/S	1.0%	0.0%
PM Philip Morris…	0.2%	0.8%
MRSH Marsh & McLennan…	1.0%	0.0%
MA Mastercard Incorporated	0.8%	0.1%
APO Apollo Global Management…	0.9%	0.0%
DEO Diageo plc	0.8%	0.1%
JPM JPMorgan Chase & Co.	0.6%	0.2%
BAM Brookfield Asset…	0.7%	0.1%
MCO Moody's Corporation	0.7%	0.1%
DG Dollar General Corporation	0.8%	0.0%
UNP Union Pacific Corporation	0.3%	0.4%
MAR Marriott International…	0.3%	0.5%
HEI-A HEICO Corporation	0.7%	0.0%
UBER Uber Technologies, Inc.	0.1%	0.6%
ITW Illinois Tool Works Inc.	0.7%	0.0%
NSC Norfolk Southern…	0.7%	0.0%
ECL Ecolab Inc.	0.6%	0.0%
SUNB Sunbelt Rentals Holdings…	0.6%	0.0%
SBUX Starbucks Corporation	0.5%	0.0%
CG The Carlyle Group Inc.	0.4%	0.0%
COF Capital One Financial…	0.1%	0.3%
ACN Accenture plc	0.2%	0.2%
AON Aon plc	0.3%	0.0%
RTX RTX Corporation	0.3%	0.0%
CSCO Cisco Systems, Inc.	0.3%	0.0%
COST Costco Wholesale…	0.3%	0.0%
YUM Yum! Brands, Inc.	0.3%	0.0%
ALL The Allstate Corporation	0.3%	0.0%
HCA HCA Healthcare, Inc.	0.3%	0.0%

두드러지게 Markel Group

WSO Watsco, Inc.	1.9%
LPLA LPL Financial…	1.2%
RLI RLI Corp.	1.1%
ADM Archer-Daniels-Midland…	0.9%
ODFL Old Dominion Freight…	0.7%
NVR NVR, Inc.	0.6%
MSCI MSCI Inc.	0.6%
ROK Rockwell Automation…	0.6%
ROL Rollins, Inc.	0.5%
THG The Hanover Insurance…	0.5%
ITIC	0.4%
TSN Tyson Foods, Inc.	0.4%
FERG Ferguson plc	0.3%
MELI MercadoLibre, Inc.	0.3%
HGTY Hagerty, Inc.	0.3%

두드러지게 First Manhattan Co.…

ASML ASML Holding N.V.	3.6%
AZO AutoZone, Inc.	2.1%
AVGO Broadcom Inc.	2.1%
INTC Intel Corp.	1.7%
LB LandBridge Company LLC	1.4%
ORCL Oracle Corporation	1.4%
NVDA NVIDIA Corporation	1.3%
TPL Texas Pacific Land…	1.2%
DHR Danaher Corporation	1.1%
HON Honeywell…	1.1%
HONA Honeywell Aerospace…	1.1%
SNPS Synopsys, Inc.	1.0%
UNH UnitedHealth Group…	0.9%
GEV GE Vernova Inc.	0.8%
VOO Vanguard S&P 500 ETF	0.8%

출처: 두 운용사의 파싱된 보통주 포지션을 기준으로 실시간 산출된 중복 보유 현황 (기준: Q2 2026. 보고된 롱 포지션만 해당 — 헤지 및 13F 외 자산은 표시되지 않습니다. 방법론

운용사 비교

Markel Group ⇄ First Manhattan Co. Llc.

공통 보유 종목 · Q2 2026

두드러지게 Markel Group

두드러지게 First Manhattan Co.…