Manager-Datensatz · ✦ kuriert · archiviertes Quartal
Markel Group
Insurance holding company · Glen Allen, VA · CIK 1096343 · EDGAR-Einreichungen ↗
Buffett-style equity book inside an insurer.
$11.11BGemeldeter 13F-Wert
216Positionen
39.2%Top-10-Gewichtung
40.90Effektive Positionen
2.3%Gesch. Umschlag
+5Neu
−5Ausstiege
Der gemeldete 13F-Portfoliowert umfasst nur meldepflichtige US-Long-Positionen, keine Barmittel, Anleihen, Short-Positionen oder Nicht-US-Bestände. Er entspricht nicht dem verwalteten Vermögen.
Sektorexposure
Finanzdienstleistungen
44.2% (+1.6pp)
Industrie
14.5% (+0.5pp)
Zyklischer Konsum
11.5% (+0.3pp)
Technologie
9.7% (-0.4pp)
Kommunikationsdienstleistungen
8.9% (-1.1pp)
Defensiver Konsum
4.6% (-0.4pp)
Gesundheitswesen
3.9% (-0.6pp)
Grundstoffe
2.5% (+0.1pp)
Immobilien
0.3% (+0.1pp)
Anteil am gemeldeten Stammaktien-Eigenkapitalwert; (±PP) gegenüber dem Vorquartal.
Das Portfolio · Q3 2024
| # | Wertpapier | Gewichtung | Wert | Aktien | Δ Anteile | Gehalten | |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A Berkshire Hathaway Inc. | 6.9% | $769.97M | 1.11K | 0.0% | Held | 2 |
| 2 | BRK-B Berkshire Hathaway Inc. | 6.3% | $705.10M | 1.53M | 0.0% | Held | 2 |
| 3 | BN Brookfield Corporation | 4.2% | $463.24M | 8.72M | 0.0% | Held | 2 |
| 4 | GOOG Alphabet Inc. | 4.1% | $459.75M | 2.75M | 0.0% | Held | 2 |
| 5 | AMZN Amazon.com, Inc. | 3.4% | $378.39M | 2.03M | 0.0% | Held | 2 |
| 6 | HD The Home Depot, Inc. | 3.4% | $372.78M | 920.00K | 0.0% | Held | 2 |
| 7 | DE Deere & Company | 3.3% | $362.70M | 869.10K | +2.8% | ▲ Add | 2 |
| 8 | WSO Watsco, Inc. | 2.6% | $286.52M | 582.50K | +2.0% | ▲ Add | 2 |
| 9 | AAPL Apple Inc. | 2.6% | $285.96M | 1.23M | 0.0% | Held | 2 |
| 10 | V Visa Inc. | 2.5% | $274.75M | 999.28K | 0.0% | Held | 2 |
| 11 | ADI Analog Devices, Inc. | 2.4% | $268.76M | 1.17M | 0.0% | Held | 2 |
| 12 | NVO Novo Nordisk A/S | 2.3% | $256.00M | 2.15M | 0.0% | Held | 2 |
| 13 | MSFT Microsoft Corporation | 2.0% | $221.60M | 514.98K | +1.5% | ▲ Add | 2 |
| 14 | BLK BlackRock, Inc. | 1.9% | $209.08M | 220.20K | 0.0% | Held | 2 |
| 15 | DIS The Walt Disney Company | 1.8% | $195.43M | 2.03M | 0.0% | Held | 2 |
| 16 | DEO Diageo plc | 1.7% | $191.80M | 1.37M | 0.0% | Held | 2 |
| 17 | PGR The Progressive Corporation | 1.7% | $191.27M | 753.75K | 0.0% | Held | 2 |
| 18 | KKR KKR & Co. Inc. | 1.7% | $189.58M | 1.45M | 0.0% | Held | 2 |
| 19 | BX Blackstone Inc. | 1.7% | $188.20M | 1.23M | 0.0% | Held | 2 |
| 20 | LOW Lowe's Companies, Inc. | 1.7% | $187.02M | 690.48K | +2.1% | ▲ Add | 2 |
| 21 | RLI RLI Corp. | 1.7% | $185.55M | 1.20M | 0.0% | Held | 2 |
| 22 | GS The Goldman Sachs Group… | 1.6% | $177.92M | 359.36K | 0.0% | Held | 2 |
| 23 | MRSH Marsh & McLennan Companies… | 1.5% | $161.18M | 722.50K | +2.3% | ▲ Add | 2 |
| 24 | META Meta Platforms, Inc. | 1.4% | $157.55M | 275.23K | +1.6% | ▲ Add | 2 |
| 25 | TXN Texas Instruments… | 1.3% | $149.56M | 724.00K | 0.0% | Held | 2 |
| 26 | AXP American Express Company | 1.2% | $131.33M | 484.25K | 0.0% | Held | 2 |
| 27 | APO Apollo Global Management… | 1.1% | $126.47M | 1.01M | 0.0% | Held | 2 |
| 28 | CAT Caterpillar Inc. | 1.1% | $124.67M | 318.75K | +2.3% | ▲ Add | 2 |
| 29 | LPLA LPL Financial Holdings Inc. | 1.1% | $121.06M | 520.40K | +8.0% | ▲ Add | 2 |
| 30 | GD General Dynamics Corporation | 1.1% | $118.16M | 391.00K | 0.0% | Held | 2 |
| 31 | NVR NVR, Inc. | 1.0% | $114.84M | 11.70K | +1.5% | ▲ Add | 2 |
| 32 | BAM Brookfield Asset Management… | 0.9% | $103.75M | 2.19M | 0.0% | Held | 2 |
| 33 | MA Mastercard Incorporated | 0.9% | $102.48M | 207.54K | 0.0% | Held | 2 |
| 34 | MCO Moody's Corporation | 0.9% | $101.51M | 213.89K | 0.0% | Held | 2 |
| 35 | JNJ Johnson & Johnson | 0.9% | $98.99M | 610.80K | 0.0% | Held | 2 |
| 36 | GOOGL Alphabet Inc. | 0.8% | $92.05M | 555.00K | 0.0% | Held | 2 |
| 37 | SCHW The Charles Schwab… | 0.8% | $87.55M | 1.35M | -1.2% | ▼ Trim | 2 |
| 38 | ADM Archer-Daniels-Midland… | 0.8% | $87.42M | 1.46M | 0.0% | Held | 2 |
| 39 | ITW Illinois Tool Works Inc. | 0.8% | $85.83M | 327.50K | 0.0% | Held | 2 |
| 40 | MSCI MSCI Inc. | 0.7% | $83.27M | 142.85K | 0.0% | Held | 2 |
| 41 | SPGI S&P Global Inc. | 0.7% | $77.85M | 150.69K | 0.0% | Held | 2 |
| 42 | HEI-A HEICO Corporation | 0.7% | $77.36M | 379.64K | 0.0% | Held | 2 |
| 43 | LIN Linde plc | 0.7% | $73.91M | 155.00K | +8.0% | ▲ Add | 2 |
| 44 | ROL Rollins, Inc. | 0.7% | $73.51M | 1.45M | +1.0% | ▲ Add | 2 |
| 45 | ECL Ecolab Inc. | 0.6% | $70.04M | 274.30K | 0.0% | Held | 2 |
| 46 | DG Dollar General Corporation | 0.6% | $62.77M | 742.25K | +6.5% | ▲ Add | 2 |
| 47 | ODFL Old Dominion Freight Line… | 0.5% | $58.60M | 295.00K | +5.5% | ▲ Add | 2 |
| 48 | SBUX Starbucks Corporation | 0.5% | $58.53M | 600.32K | +5.6% | ▲ Add | 2 |
| 49 | CG The Carlyle Group Inc. | 0.5% | $57.14M | 1.33M | 0.0% | Held | 2 |
| 50 | NSC Norfolk Southern Corporation | 0.5% | $57.03M | 229.50K | 0.0% | Held | 2 |
| 51 | ACN Accenture plc | 0.5% | $56.34M | 159.40K | 0.0% | Held | 2 |
| 52 | FDS FactSet Research Systems… | 0.5% | $53.67M | 116.72K | 0.0% | Held | 2 |
| 53 | FDX FedEx Corporation | 0.5% | $53.37M | 195.00K | +7.7% | ▲ Add | 2 |
| 54 | JPM JPMorgan Chase & Co. | 0.5% | $53.25M | 252.55K | 0.0% | Held | 2 |
| 55 | ITIC INVESTORS TITLE CO NC | 0.4% | $49.02M | 213.30K | 0.0% | Held | 2 |
| 56 | TSN Tyson Foods, Inc. | 0.4% | $47.02M | 789.50K | +0.5% | ▲ Add | 2 |
| 57 | CMCSA Comcast Corporation | 0.4% | $45.16M | 1.08M | 0.0% | Held | 2 |
| 58 | FNV Franco-Nevada Corporation | 0.4% | $42.93M | 345.50K | +41.0% | ▲ Add | 2 |
| 59 | ROK Rockwell Automation, Inc. | 0.4% | $41.58M | 154.90K | 0.0% | Held | 2 |
| 60 | AON Aon plc | 0.4% | $41.57M | 120.15K | +5.4% | ▲ Add | 2 |
| 61 | BF-A BROWN FORMAN CORP | 0.4% | $40.53M | 843.00K | 0.0% | Held | 2 |
| 62 | MMM 3M Company | 0.4% | $40.16M | 293.75K | 0.0% | Held | 2 |
| 63 | VRSK Verisk Analytics, Inc. | 0.3% | $38.84M | 144.95K | +8.4% | ▲ Add | 2 |
| 64 | NKE NIKE, Inc. | 0.3% | $37.91M | 428.90K | +10.3% | ▲ Add | 2 |
| 65 | THG The Hanover Insurance… | 0.3% | $37.62M | 254.00K | +5.8% | ▲ Add | 2 |
| 66 | SHW The Sherwin-Williams Company | 0.3% | $35.94M | 94.17K | 0.0% | Held | 2 |
| 67 | COST Costco Wholesale Corporation | 0.3% | $34.71M | 39.15K | 0.0% | Held | 2 |
| 68 | TROW T. Rowe Price Group, Inc. | 0.3% | $34.20M | 314.00K | 0.0% | Held | 2 |
| 69 | LMT Lockheed Martin Corporation | 0.3% | $32.95M | 56.36K | 0.0% | Held | 2 |
| 70 | HGTY Hagerty, Inc. | 0.3% | $30.51M | 3.00M | -15.2% | ▼ Trim | 2 |
| 71 | ALL The Allstate Corporation | 0.3% | $29.31M | 154.55K | 0.0% | Held | 2 |
| 72 | RTX RTX Corporation | 0.2% | $27.14M | 224.00K | 0.0% | Held | 2 |
| 73 | BF-B Brown-Forman Corporation | 0.2% | $23.33M | 474.19K | 0.0% | Held | 2 |
| 74 | TMO Thermo Fisher Scientific… | 0.2% | $21.90M | 35.40K | +20.4% | ▲ Add | 2 |
| 75 | YUM Yum! Brands, Inc. | 0.2% | $21.86M | 156.50K | +80.9% | ▲ Add | 2 |
| 76 | EFX Equifax Inc. | 0.2% | $21.41M | 72.85K | -25.6% | ▼ Trim | 2 |
| 77 | UNP Union Pacific Corporation | 0.2% | $21.14M | 85.78K | 0.0% | Held | 2 |
| 78 | URI United Rentals, Inc. | 0.2% | $21.01M | 25.95K | +17.9% | ▲ Add | 2 |
| 79 | CABO Cable One, Inc. | 0.2% | $21.00M | 60.05K | +11.6% | ▲ Add | 2 |
| 80 | TGT Target Corporation | 0.2% | $20.73M | 133.00K | 0.0% | Held | 2 |
| 81 | HCA HCA Healthcare, Inc. | 0.2% | $20.70M | 50.93K | +45.1% | ▲ Add | 2 |
| 82 | PAYX Paychex, Inc. | 0.2% | $20.13M | 150.00K | 0.0% | Held | 2 |
| 83 | RNR RenaissanceRe Holdings Ltd. | 0.2% | $19.07M | 70.00K | 0.0% | Held | 2 |
| 84 | CARR Carrier Global Corporation | 0.2% | $18.92M | 235.00K | 0.0% | Held | 2 |
| 85 | CSCO Cisco Systems, Inc. | 0.2% | $18.20M | 342.00K | 0.0% | Held | 2 |
| 86 | CCK Crown Holdings, Inc. | 0.2% | $18.17M | 189.50K | 0.0% | Held | 2 |
| 87 | WHR Whirlpool Corporation | 0.2% | $16.87M | 157.62K | -44.1% | ▼ Trim | 2 |
| 88 | FERG Ferguson plc | 0.2% | $16.78M | 84.50K | Neu | New | 1 |
| 89 | PEP PepsiCo, Inc. | 0.1% | $16.36M | 96.21K | 0.0% | Held | 2 |
| 90 | APD Air Products and Chemicals… | 0.1% | $15.48M | 52.00K | +36.8% | ▲ Add | 2 |
| 91 | CHH Choice Hotels… | 0.1% | $15.05M | 115.50K | +4.5% | ▲ Add | 2 |
| 92 | LAMR Lamar Advertising Company | 0.1% | $14.83M | 111.00K | +18.1% | ▲ Add | 2 |
| 93 | SMG The Scotts Miracle-Gro… | 0.1% | $14.57M | 168.00K | 0.0% | Held | 2 |
| 94 | UNH UnitedHealth Group… | 0.1% | $14.07M | 24.06K | +15.6% | ▲ Add | 2 |
| 95 | IQV IQVIA Holdings Inc. | 0.1% | $13.92M | 58.73K | 0.0% | Held | 2 |
| 96 | PM Philip Morris International… | 0.1% | $13.90M | 114.50K | 0.0% | Held | 2 |
| 97 | COF Capital One Financial… | 0.1% | $13.63M | 91.00K | 0.0% | Held | 2 |
| 98 | AMT American Tower Corporation | 0.1% | $12.07M | 51.91K | 0.0% | Held | 2 |
| 99 | SEIC SEI Investments Company | 0.1% | $11.98M | 173.20K | 0.0% | Held | 2 |
| 100 | OTIS Otis Worldwide Corporation | 0.1% | $11.91M | 114.62K | 0.0% | Held | 2 |
| 101 | HXL Hexcel Corporation | 0.1% | $11.69M | 189.00K | 0.0% | Held | 2 |
| 102 | GPK Graphic Packaging Holding… | 0.1% | $11.68M | 394.73K | +17.9% | ▲ Add | 2 |
| 103 | WFC Wells Fargo & Company | 0.1% | $11.55M | 204.45K | 0.0% | Held | 2 |
| 104 | OI O-I Glass, Inc. | 0.1% | $10.68M | 814.10K | +20.8% | ▲ Add | 2 |
| 105 | TRU TransUnion | 0.1% | $10.58M | 101.05K | 0.0% | Held | 2 |
| 106 | CE Celanese Corporation | 0.1% | $10.58M | 77.80K | 0.0% | Held | 2 |
| 107 | KMX CarMax, Inc. | 0.1% | $10.56M | 136.50K | 0.0% | Held | 2 |
| 108 | SPOT Spotify Technology S.A. | 0.1% | $9.54M | 25.90K | 0.0% | Held | 2 |
| 109 | MAR Marriott International, Inc. | 0.1% | $8.95M | 36.00K | +63.6% | ▲ Add | 2 |
| 110 | BNY Bank of New York Mellon Corp | 0.1% | $8.73M | 121.50K | 0.0% | Held | 2 |
| 111 | EMN Eastman Chemical Company | 0.1% | $8.39M | 74.95K | 0.0% | Held | 2 |
| 112 | SHOP Shopify Inc. | 0.1% | $8.23M | 102.75K | 0.0% | Held | 2 |
| 113 | HSY The Hershey Company | 0.1% | $6.90M | 36.00K | +67.4% | ▲ Add | 2 |
| 114 | UBER Uber Technologies, Inc. | 0.1% | $6.61M | 88.00K | +23.9% | ▲ Add | 2 |
| 115 | SONY Sony Group Corporation | 0.1% | $6.47M | 67.00K | 0.0% | Held | 2 |
| 116 | NSP Insperity, Inc. | 0.1% | $6.17M | 70.14K | +32.6% | ▲ Add | 2 |
| 117 | FIX Comfort Systems USA, Inc. | 0.0% | $5.07M | 13.00K | 0.0% | Held | 2 |
| 118 | GHC Graham Holdings Company | 0.0% | $4.27M | 5.20K | 0.0% | Held | 2 |
| 119 | BALL Ball Corporation | 0.0% | $3.46M | 51.00K | 0.0% | Held | 2 |
| 120 | WRB W. R. Berkley Corporation | 0.0% | $3.45M | 60.75K | +50.0% | ▲ Add | 2 |
| 121 | IT Gartner, Inc. | 0.0% | $2.89M | 5.70K | 0.0% | Held | 2 |
| 122 | WTW Willis Towers Watson Public… | 0.0% | $2.54M | 8.63K | 0.0% | Held | 2 |
| 123 | ABNB Airbnb, Inc. | 0.0% | $2.43M | 19.15K | Neu | New | 1 |
| 124 | DPZ Domino's Pizza, Inc. | 0.0% | $1.94M | 4.50K | Neu | New | 1 |
| 125 | INTU Intuit Inc. | 0.0% | $1.69M | 2.72K | 0.0% | Held | 2 |
| 126 | CSGP CoStar Group, Inc. | 0.0% | $1.40M | 18.60K | 0.0% | Held | 2 |
| 127 | EL The Estée Lauder Companies… | 0.0% | $1.40M | 14.00K | Neu | New | 1 |
| 128 | DNB DUN & BRADSTREET HLDGS INC | 0.0% | $1.32M | 115.00K | 0.0% | Held | 2 |
| 129 | BC Brunswick Corporation | 0.0% | $1.17M | 14.00K | Neu | New | 1 |
| 130 | ICE Intercontinental Exchange… | 0.0% | $822,477 | 5.12K | 0.0% | Held | 2 |
| 131 | BUD Anheuser-Busch InBev SA/NV | 0.0% | $729,190 | 11.00K | 0.0% | Held | 2 |
| 132 | SOLV Solventum Corporation | 0.0% | $52,290 | 750 | -99.0% | ▼ Trim | 2 |
Nur Common-Stock-Positionen (SH); Optionszeilen befinden sich im Reiter „Optionen" und werden nie verrechnet. ✂ = Änderung berechnet gegen splitbereinigte Vorquartalsanteile. „Gehalten N+" = in jedem Quartal unseres Beobachtungszeitraums gehalten, möglicherweise länger.
| Wertpapier | Aktien | Vorherig | Änderung | Wert | Gewichtung | Serie |
|---|---|---|---|---|---|---|
| FERG Ferguson plc | 84.50K | n/a | Neu | $16.78M | 0.2% | |
| ABNB Airbnb, Inc. | 19.15K | n/a | Neu | $2.43M | 0.0% | |
| DPZ Domino's Pizza, Inc. | 4.50K | n/a | Neu | $1.94M | 0.0% | |
| EL The Estée Lauder… | 14.00K | n/a | Neu | $1.40M | 0.0% | |
| BC Brunswick Corporation | 14.00K | n/a | Neu | $1.17M | 0.0% |
| Wertpapier | Aktien | Vorherig | Änderung | Wert | Gewichtung | Serie |
|---|---|---|---|---|---|---|
| DE Deere & Company | 869.10K | 845.35K | +2.8% | $362.70M | 3.3% | |
| WSO Watsco, Inc. | 582.50K | 571.25K | +2.0% | $286.52M | 2.6% | |
| MSFT Microsoft Corporation | 514.98K | 507.48K | +1.5% | $221.60M | 2.0% | |
| LOW Lowe's Companies, Inc. | 690.48K | 675.98K | +2.1% | $187.02M | 1.7% | |
| MRSH Marsh & McLennan… | 722.50K | 706.50K | +2.3% | $161.18M | 1.5% | |
| META Meta Platforms, Inc. | 275.23K | 270.98K | +1.6% | $157.55M | 1.4% | |
| LPLA LPL Financial Holdings… | 520.40K | 481.79K | +8.0% | $121.06M | 1.1% | |
| CAT Caterpillar Inc. | 318.75K | 311.50K | +2.3% | $124.67M | 1.1% | |
| NVR NVR, Inc. | 11.70K | 11.53K | +1.5% | $114.84M | 1.0% | |
| DG Dollar General… | 742.25K | 697.25K | +6.5% | $62.77M | 0.6% | |
| LIN Linde plc | 155.00K | 143.50K | +8.0% | $73.91M | 0.7% | |
| ROL Rollins, Inc. | 1.45M | 1.44M | +1.0% | $73.51M | 0.7% | |
| ODFL Old Dominion Freight… | 295.00K | 279.50K | +5.5% | $58.60M | 0.5% | |
| SBUX Starbucks Corporation | 600.32K | 568.32K | +5.6% | $58.53M | 0.5% | |
| FDX FedEx Corporation | 195.00K | 181.00K | +7.7% | $53.37M | 0.5% | |
| TSN Tyson Foods, Inc. | 789.50K | 785.50K | +0.5% | $47.02M | 0.4% | |
| FNV Franco-Nevada… | 345.50K | 245.00K | +41.0% | $42.93M | 0.4% | |
| AON Aon plc | 120.15K | 113.95K | +5.4% | $41.57M | 0.4% | |
| VRSK Verisk Analytics, Inc. | 144.95K | 133.70K | +8.4% | $38.84M | 0.3% | |
| NKE NIKE, Inc. | 428.90K | 388.90K | +10.3% | $37.91M | 0.3% | |
| THG The Hanover Insurance… | 254.00K | 240.00K | +5.8% | $37.62M | 0.3% | |
| TMO Thermo Fisher… | 35.40K | 29.40K | +20.4% | $21.90M | 0.2% | |
| YUM Yum! Brands, Inc. | 156.50K | 86.50K | +80.9% | $21.86M | 0.2% | |
| URI United Rentals, Inc. | 25.95K | 22.00K | +17.9% | $21.01M | 0.2% | |
| CABO Cable One, Inc. | 60.05K | 53.80K | +11.6% | $21.00M | 0.2% | |
| HCA HCA Healthcare, Inc. | 50.93K | 35.10K | +45.1% | $20.70M | 0.2% | |
| APD Air Products and… | 52.00K | 38.00K | +36.8% | $15.48M | 0.1% | |
| CHH Choice Hotels… | 115.50K | 110.50K | +4.5% | $15.05M | 0.1% | |
| LAMR Lamar Advertising… | 111.00K | 94.00K | +18.1% | $14.83M | 0.1% | |
| UNH UnitedHealth Group… | 24.06K | 20.81K | +15.6% | $14.07M | 0.1% | |
| GPK Graphic Packaging… | 394.73K | 334.73K | +17.9% | $11.68M | 0.1% | |
| OI O-I Glass, Inc. | 814.10K | 674.10K | +20.8% | $10.68M | 0.1% | |
| MAR Marriott International… | 36.00K | 22.00K | +63.6% | $8.95M | 0.1% | |
| HSY The Hershey Company | 36.00K | 21.50K | +67.4% | $6.90M | 0.1% | |
| UBER Uber Technologies, Inc. | 88.00K | 71.00K | +23.9% | $6.61M | 0.1% | |
| NSP Insperity, Inc. | 70.14K | 52.91K | +32.6% | $6.17M | 0.1% | |
| WRB W. R. Berkley… | 60.75K | 40.50K | +50.0% | $3.45M | 0.0% |
| Wertpapier | Aktien | Vorherig | Änderung | Wert | Gewichtung | Serie |
|---|---|---|---|---|---|---|
| SCHW The Charles Schwab… | 1.35M | 1.37M | -1.2% | $87.55M | 0.8% | |
| HGTY Hagerty, Inc. | 3.00M | 3.54M | -15.2% | $30.51M | 0.3% | |
| WHR Whirlpool Corporation | 157.62K | 282.05K | -44.1% | $16.87M | 0.2% | |
| EFX Equifax Inc. | 72.85K | 97.85K | -25.6% | $21.41M | 0.2% | |
| SOLV Solventum Corporation | 750 | 73.44K | -99.0% | $52,290 | 0.0% |
| Wertpapier | Aktien | Vorherig | Änderung | Wert | Gewichtung | Serie |
|---|---|---|---|---|---|---|
| GSM Ferroglobe PLC | n/a | 70.50K | Ausstieg | $13.65M | 0.1% | |
| EA Electronic Arts Inc. | n/a | 49.80K | Ausstieg | $6.94M | 0.1% | |
| CBRL Cracker Barrel Old… | n/a | 111.00K | Ausstieg | $4.68M | 0.0% | |
| CVS CVS Health Corp. | n/a | 47.00K | Ausstieg | $2.78M | 0.0% | |
| ULS UL Solutions Inc. | n/a | 36.00K | Ausstieg | $1.52M | 0.0% |
Positionsalter
50–1 Quartale
1272–4 Quartale
Aufeinanderfolgende Quartale, in denen jede aktuelle Position innerhalb unseres Datenfensters gemeldet wurde.
Ähnliche Manager
| Manager | Gemeinsame Positionen | Namensüberschneidung | Gewichtete Ähnlichkeit | |
|---|---|---|---|---|
| First Manhattan Co. Llc. | 88 | 11.3% | 0.5431 | Vergleichen ⇄ |
| Fayez Sarofim & Co | 77 | 21.9% | 0.4651 | Vergleichen ⇄ |
| Blair William & Co/Il | 121 | 6.2% | 0.4471 | Vergleichen ⇄ |
| Baird Financial Group, Inc. | 115 | 6.0% | 0.443 | Vergleichen ⇄ |
| Neuberger Berman Group LLC | 129 | 5.7% | 0.4397 | Vergleichen ⇄ |
| Chevy Chase Trust Holdings, LLC | 102 | 15.1% | 0.4098 | Vergleichen ⇄ |
| Brown Advisory Inc | 118 | 8.2% | 0.4098 | Vergleichen ⇄ |
| Aberdeen Group plc | 102 | 10.7% | 0.4012 | Vergleichen ⇄ |
Ähnlichkeit nur gemeldeter Long-Positionen; Absicherungen und Nicht-13F-Vermögenswerte sind nicht sichtbar. Methodik
Einreichungshistorie
Jul 31 2026
13F-HR · Zeitraum Q2 2026
$13.13B · 205 aufgeführte Positionen · Original-SEC-Einreichung anzeigen ↗
May 01 2026
13F-HR · Zeitraum Q1 2026
$11.94B · 205 aufgeführte Positionen · Original-SEC-Einreichung anzeigen ↗
Feb 06 2026
13F-HR · Zeitraum Q4 2025
$12.54B · 205 aufgeführte Positionen · Original-SEC-Einreichung anzeigen ↗
Oct 31 2025
13F-HR · Zeitraum Q3 2025
$12.32B · 208 aufgeführte Positionen · Original-SEC-Einreichung anzeigen ↗
Aug 01 2025
13F-HR · Zeitraum Q2 2025
$11.83B · 218 aufgeführte Positionen · Original-SEC-Einreichung anzeigen ↗
May 02 2025
13F-HR · Zeitraum Q1 2025
$11.26B · 217 aufgeführte Positionen · Original-SEC-Einreichung anzeigen ↗
Feb 07 2025
13F-HR · Zeitraum Q4 2024
$11.34B · 214 aufgeführte Positionen · Original-SEC-Einreichung anzeigen ↗
Nov 01 2024
13F-HR · Zeitraum Q3 2024
$11.11B · 216 aufgeführte Positionen · Original-SEC-Einreichung anzeigen ↗
Aug 02 2024
13F-HR · Zeitraum Q2 2024
$10.17B · 222 aufgeführte Positionen · Original-SEC-Einreichung anzeigen ↗
Herkunft: Alle Positionen aus den 13F-Informationstabellen dieses Managers auf SEC EDGAR; Werte wie gemeldet, in USD (ganzzahlig). Änderungen vergleichen die jeweils zuletzt akzeptierte Version jedes Quartals (Korrekturen einbezogen) auf Split-bereinigter Aktienbasis.
Berichtszeitraum: Q3 2024 · aktuellste Einreichung Jul 31, 2026 ·
Änderungsmethodik