Histórico do gestor · ✦ curado · trimestre arquivado
Markel Group
Insurance holding company · Glen Allen, VA · CIK 1096343 · Registros EDGAR ↗
Buffett-style equity book inside an insurer.
$11.34BValor reportado no 13F
214Posições
40.1%Peso do top-10
40.40Participações efetivas
3.7%Rotatividade est.
+4Novo
−4Saídas
O valor do portfólio 13F reportado abrange apenas posições compradas reportáveis em títulos americanos, sem caixa, renda fixa, posições vendidas ou ativos fora dos EUA. Não representa ativos sob gestão.
Exposição setorial
Serviços Financeiros
46.1% (+1.9pp)
Indústria
13.8% (-0.7pp)
Consumo Cíclico
11.4% (-0.1pp)
Serviços de Comunicação
9.6% (+0.7pp)
Tecnologia
9.4% (-0.3pp)
Consumo Defensivo
4.1% (-0.5pp)
Saúde
3.0% (-0.9pp)
Materiais Básicos
2.4% (-0.1pp)
Imóveis
0.1% (-0.2pp)
Participação no valor de ações ordinárias reportado; (±pp) vs trimestre anterior.
O portfólio · Q4 2024
| # | Valor mobiliário | Peso | Valor | Ações | Δ ações | Detido | |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A Berkshire Hathaway Inc. | 6.7% | $758.54M | 1.11K | 0.0% | Held | 3 |
| 2 | BRK-B Berkshire Hathaway Inc. | 6.1% | $694.41M | 1.53M | 0.0% | Held | 3 |
| 3 | GOOG Alphabet Inc. | 4.6% | $523.68M | 2.75M | 0.0% | Held | 3 |
| 4 | BN Brookfield Corporation | 4.4% | $500.72M | 8.72M | 0.0% | Held | 3 |
| 5 | AMZN Amazon.com, Inc. | 3.9% | $445.53M | 2.03M | 0.0% | Held | 3 |
| 6 | DE Deere & Company | 3.3% | $370.72M | 874.95K | +0.7% | ▲ Add | 3 |
| 7 | HD The Home Depot, Inc. | 3.2% | $357.87M | 920.00K | 0.0% | Held | 3 |
| 8 | V Visa Inc. | 2.8% | $315.81M | 999.28K | 0.0% | Held | 3 |
| 9 | AAPL Apple Inc. | 2.7% | $307.34M | 1.23M | 0.0% | Held | 3 |
| 10 | WSO Watsco, Inc. | 2.5% | $279.83M | 590.50K | +1.4% | ▲ Add | 3 |
| 11 | ADI Analog Devices, Inc. | 2.2% | $248.08M | 1.17M | 0.0% | Held | 3 |
| 12 | DIS The Walt Disney Company | 2.0% | $226.23M | 2.03M | 0.0% | Held | 3 |
| 13 | BLK BlackRock, Inc. | 2.0% | $225.73M | 220.20K | 0.0% | Held | 3 |
| 14 | MSFT Microsoft Corporation | 1.9% | $218.96M | 519.48K | +0.9% | ▲ Add | 3 |
| 15 | KKR KKR & Co. Inc. | 1.9% | $214.74M | 1.45M | 0.0% | Held | 3 |
| 16 | BX Blackstone Inc. | 1.9% | $211.90M | 1.23M | 0.0% | Held | 3 |
| 17 | GS The Goldman Sachs Group… | 1.8% | $205.78M | 359.36K | 0.0% | Held | 3 |
| 18 | RLI RLI Corp. | 1.7% | $197.35M | 1.20M | 0.0% | Held | 3 |
| 19 | NVO Novo Nordisk A/S | 1.6% | $184.94M | 2.15M | 0.0% | Held | 3 |
| 20 | PGR The Progressive Corporation | 1.6% | $180.61M | 753.75K | 0.0% | Held | 3 |
| 21 | LPLA LPL Financial Holdings Inc. | 1.5% | $173.84M | 532.40K | +2.3% | ▲ Add | 3 |
| 22 | DEO Diageo plc | 1.5% | $173.75M | 1.37M | 0.0% | Held | 3 |
| 23 | LOW Lowe's Companies, Inc. | 1.5% | $173.13M | 701.48K | +1.6% | ▲ Add | 3 |
| 24 | APO Apollo Global Management… | 1.5% | $167.22M | 1.01M | 0.0% | Held | 3 |
| 25 | META Meta Platforms, Inc. | 1.4% | $162.99M | 278.38K | +1.1% | ▲ Add | 3 |
| 26 | MRSH Marsh & McLennan Companies… | 1.4% | $156.23M | 735.50K | +1.8% | ▲ Add | 3 |
| 27 | AXP American Express Company | 1.3% | $143.72M | 484.25K | 0.0% | Held | 3 |
| 28 | TXN Texas Instruments… | 1.2% | $135.76M | 724.00K | 0.0% | Held | 3 |
| 29 | BAM Brookfield Asset Management… | 1.0% | $118.89M | 2.19M | 0.0% | Held | 3 |
| 30 | CAT Caterpillar Inc. | 1.0% | $117.82M | 324.80K | +1.9% | ▲ Add | 3 |
| 31 | MA Mastercard Incorporated | 1.0% | $109.28M | 207.54K | 0.0% | Held | 3 |
| 32 | GOOGL Alphabet Inc. | 0.9% | $105.06M | 555.00K | 0.0% | Held | 3 |
| 33 | GD General Dynamics Corporation | 0.9% | $103.02M | 391.00K | 0.0% | Held | 3 |
| 34 | MCO Moody's Corporation | 0.9% | $101.25M | 213.89K | 0.0% | Held | 3 |
| 35 | SCHW The Charles Schwab… | 0.9% | $100.93M | 1.36M | +1.0% | ▲ Add | 3 |
| 36 | NVR NVR, Inc. | 0.9% | $96.63M | 11.81K | +0.9% | ▲ Add | 3 |
| 37 | JNJ Johnson & Johnson | 0.8% | $88.33M | 610.80K | 0.0% | Held | 3 |
| 38 | MSCI MSCI Inc. | 0.8% | $85.71M | 142.85K | 0.0% | Held | 3 |
| 39 | ITW Illinois Tool Works Inc. | 0.7% | $83.04M | 327.50K | 0.0% | Held | 3 |
| 40 | SPGI S&P Global Inc. | 0.7% | $75.05M | 150.69K | 0.0% | Held | 3 |
| 41 | ADM Archer-Daniels-Midland… | 0.7% | $74.48M | 1.47M | +0.8% | ▲ Add | 3 |
| 42 | HEI-A HEICO Corporation | 0.6% | $70.64M | 379.64K | 0.0% | Held | 3 |
| 43 | LIN Linde plc | 0.6% | $70.34M | 168.00K | +8.4% | ▲ Add | 3 |
| 44 | ROL Rollins, Inc. | 0.6% | $67.78M | 1.46M | +0.6% | ▲ Add | 3 |
| 45 | CG The Carlyle Group Inc. | 0.6% | $67.00M | 1.33M | 0.0% | Held | 3 |
| 46 | ECL Ecolab Inc. | 0.6% | $64.27M | 274.30K | 0.0% | Held | 3 |
| 47 | DG Dollar General Corporation | 0.6% | $63.37M | 835.75K | +12.6% | ▲ Add | 3 |
| 48 | JPM JPMorgan Chase & Co. | 0.5% | $60.54M | 252.55K | 0.0% | Held | 3 |
| 49 | FDX FedEx Corporation | 0.5% | $58.09M | 206.50K | +5.9% | ▲ Add | 3 |
| 50 | FNV Franco-Nevada Corporation | 0.5% | $56.83M | 483.25K | +39.9% | ▲ Add | 3 |
| 51 | SBUX Starbucks Corporation | 0.5% | $56.33M | 617.32K | +2.8% | ▲ Add | 3 |
| 52 | ACN Accenture plc | 0.5% | $56.08M | 159.40K | 0.0% | Held | 3 |
| 53 | FDS FactSet Research Systems… | 0.5% | $56.06M | 116.72K | 0.0% | Held | 3 |
| 54 | NSC Norfolk Southern Corporation | 0.5% | $53.86M | 229.50K | 0.0% | Held | 3 |
| 55 | ODFL Old Dominion Freight Line… | 0.5% | $53.04M | 300.70K | +1.9% | ▲ Add | 3 |
| 56 | ITIC INVESTORS TITLE CO NC | 0.4% | $50.50M | 213.30K | 0.0% | Held | 3 |
| 57 | TSN Tyson Foods, Inc. | 0.4% | $45.87M | 798.50K | +1.1% | ▲ Add | 3 |
| 58 | AON Aon plc | 0.4% | $45.33M | 126.20K | +5.0% | ▲ Add | 3 |
| 59 | ROK Rockwell Automation, Inc. | 0.4% | $44.27M | 154.90K | 0.0% | Held | 3 |
| 60 | VRSK Verisk Analytics, Inc. | 0.4% | $42.95M | 155.95K | +7.6% | ▲ Add | 3 |
| 61 | THG The Hanover Insurance… | 0.4% | $41.29M | 267.00K | +5.1% | ▲ Add | 3 |
| 62 | MMM 3M Company | 0.3% | $37.92M | 293.75K | 0.0% | Held | 3 |
| 63 | CMCSA Comcast Corporation | 0.3% | $36.10M | 961.88K | -11.0% | ▼ Trim | 3 |
| 64 | COST Costco Wholesale Corporation | 0.3% | $35.87M | 39.15K | 0.0% | Held | 3 |
| 65 | TROW T. Rowe Price Group, Inc. | 0.3% | $35.51M | 314.00K | 0.0% | Held | 3 |
| 66 | NKE NIKE, Inc. | 0.3% | $32.72M | 432.40K | +0.8% | ▲ Add | 3 |
| 67 | SHW The Sherwin-Williams Company | 0.3% | $32.01M | 94.17K | 0.0% | Held | 3 |
| 68 | BF-A BROWN FORMAN CORP | 0.3% | $31.77M | 843.00K | 0.0% | Held | 3 |
| 69 | HGTY Hagerty, Inc. | 0.3% | $29.99M | 3.11M | +3.6% | ▲ Add | 3 |
| 70 | ALL The Allstate Corporation | 0.3% | $29.80M | 154.55K | 0.0% | Held | 3 |
| 71 | YUM Yum! Brands, Inc. | 0.2% | $27.57M | 205.50K | +31.3% | ▲ Add | 3 |
| 72 | LMT Lockheed Martin Corporation | 0.2% | $27.39M | 56.36K | 0.0% | Held | 3 |
| 73 | RTX RTX Corporation | 0.2% | $25.92M | 224.00K | 0.0% | Held | 3 |
| 74 | TMO Thermo Fisher Scientific… | 0.2% | $21.38M | 41.10K | +16.1% | ▲ Add | 3 |
| 75 | PAYX Paychex, Inc. | 0.2% | $21.03M | 150.00K | 0.0% | Held | 3 |
| 76 | URI United Rentals, Inc. | 0.2% | $20.89M | 29.65K | +14.3% | ▲ Add | 3 |
| 77 | CSCO Cisco Systems, Inc. | 0.2% | $20.25M | 342.00K | 0.0% | Held | 3 |
| 78 | UNP Union Pacific Corporation | 0.2% | $19.56M | 85.78K | 0.0% | Held | 3 |
| 79 | APD Air Products and Chemicals… | 0.2% | $18.71M | 64.50K | +24.0% | ▲ Add | 3 |
| 80 | EFX Equifax Inc. | 0.2% | $18.57M | 72.85K | 0.0% | Held | 3 |
| 81 | CABO Cable One, Inc. | 0.2% | $18.43M | 50.90K | -15.2% | ▼ Trim | 3 |
| 82 | FERG Ferguson plc | 0.2% | $18.40M | 106.00K | +25.4% | ▲ Add | 2 |
| 83 | BF-B Brown-Forman Corporation | 0.2% | $18.01M | 474.19K | 0.0% | Held | 3 |
| 84 | TGT Target Corporation | 0.2% | $17.98M | 133.00K | 0.0% | Held | 3 |
| 85 | RNR RenaissanceRe Holdings Ltd. | 0.2% | $17.42M | 70.00K | 0.0% | Held | 3 |
| 86 | HCA HCA Healthcare, Inc. | 0.1% | $16.98M | 56.58K | +11.1% | ▲ Add | 3 |
| 87 | CHH Choice Hotels… | 0.1% | $16.40M | 115.50K | 0.0% | Held | 3 |
| 88 | COF Capital One Financial… | 0.1% | $16.23M | 91.00K | 0.0% | Held | 3 |
| 89 | CARR Carrier Global Corporation | 0.1% | $16.04M | 235.00K | 0.0% | Held | 3 |
| 90 | CCK Crown Holdings, Inc. | 0.1% | $15.67M | 189.50K | 0.0% | Held | 3 |
| 91 | ABNB Airbnb, Inc. | 0.1% | $15.15M | 115.31K | +502.1% | ▲ Add | 2 |
| 92 | LAMR Lamar Advertising Company | 0.1% | $15.10M | 124.00K | +11.7% | ▲ Add | 3 |
| 93 | PEP PepsiCo, Inc. | 0.1% | $14.63M | 96.21K | 0.0% | Held | 3 |
| 94 | WFC Wells Fargo & Company | 0.1% | $14.36M | 204.45K | 0.0% | Held | 3 |
| 95 | SEIC SEI Investments Company | 0.1% | $14.29M | 173.20K | 0.0% | Held | 3 |
| 96 | PM Philip Morris International… | 0.1% | $13.78M | 114.50K | 0.0% | Held | 3 |
| 97 | UNH UnitedHealth Group… | 0.1% | $13.51M | 26.71K | +11.0% | ▲ Add | 3 |
| 98 | MAR Marriott International, Inc. | 0.1% | $13.11M | 47.00K | +30.6% | ▲ Add | 3 |
| 99 | HXL Hexcel Corporation | 0.1% | $11.85M | 189.00K | 0.0% | Held | 3 |
| 100 | GPK Graphic Packaging Holding… | 0.1% | $11.60M | 427.23K | +8.2% | ▲ Add | 3 |
| 101 | SPOT Spotify Technology S.A. | 0.1% | $11.59M | 25.90K | 0.0% | Held | 3 |
| 102 | IQV IQVIA Holdings Inc. | 0.1% | $11.54M | 58.73K | 0.0% | Held | 3 |
| 103 | KMX CarMax, Inc. | 0.1% | $11.16M | 136.50K | 0.0% | Held | 3 |
| 104 | SMG The Scotts Miracle-Gro… | 0.1% | $11.15M | 168.00K | 0.0% | Held | 3 |
| 105 | SHOP Shopify Inc. | 0.1% | $10.93M | 102.75K | 0.0% | Held | 3 |
| 106 | OTIS Otis Worldwide Corporation | 0.1% | $10.61M | 114.62K | 0.0% | Held | 3 |
| 107 | NSP Insperity, Inc. | 0.1% | $10.21M | 131.73K | +87.8% | ▲ Add | 3 |
| 108 | TRU TransUnion | 0.1% | $9.37M | 101.05K | 0.0% | Held | 3 |
| 109 | BNY Bank of New York Mellon Corp | 0.1% | $9.33M | 121.50K | 0.0% | Held | 3 |
| 110 | OI O-I Glass, Inc. | 0.1% | $8.93M | 824.10K | +1.2% | ▲ Add | 3 |
| 111 | HSY The Hershey Company | 0.1% | $7.62M | 45.00K | +25.0% | ▲ Add | 3 |
| 112 | SONY Sony Group Corporation | 0.1% | $7.09M | 335.00K | +400.0% | ▲ Add | 3 |
| 113 | EMN Eastman Chemical Company | 0.1% | $6.84M | 74.95K | 0.0% | Held | 3 |
| 114 | UBER Uber Technologies, Inc. | 0.1% | $6.57M | 109.00K | +23.9% | ▲ Add | 3 |
| 115 | CE Celanese Corporation | 0.1% | $5.63M | 81.30K | +4.5% | ▲ Add | 3 |
| 116 | FIX Comfort Systems USA, Inc. | 0.0% | $5.51M | 13.00K | 0.0% | Held | 3 |
| 117 | GHC Graham Holdings Company | 0.0% | $4.53M | 5.20K | 0.0% | Held | 3 |
| 118 | WRB W. R. Berkley Corporation | 0.0% | $3.56M | 60.75K | 0.0% | Held | 3 |
| 119 | BALL Ball Corporation | 0.0% | $2.81M | 51.00K | 0.0% | Held | 3 |
| 120 | IT Gartner, Inc. | 0.0% | $2.76M | 5.70K | 0.0% | Held | 3 |
| 121 | WTW Willis Towers Watson Public… | 0.0% | $2.70M | 8.63K | 0.0% | Held | 3 |
| 122 | DPZ Domino's Pizza, Inc. | 0.0% | $2.31M | 5.50K | +22.2% | ▲ Add | 2 |
| 123 | INTU Intuit Inc. | 0.0% | $1.71M | 2.72K | 0.0% | Held | 3 |
| 124 | MGM MGM Resorts International | 0.0% | $1.39M | 40.00K | Novo | New | 1 |
| 125 | CSGP CoStar Group, Inc. | 0.0% | $1.33M | 18.60K | 0.0% | Held | 3 |
| 126 | EL The Estée Lauder Companies… | 0.0% | $1.12M | 15.00K | +7.1% | ▲ Add | 2 |
| 127 | BC Brunswick Corporation | 0.0% | $970,200 | 15.00K | +7.1% | ▲ Add | 2 |
| 128 | AYI Acuity Brands, Inc. | 0.0% | $876,390 | 3.00K | Novo | New | 1 |
| 129 | ICE Intercontinental Exchange… | 0.0% | $762,931 | 5.12K | 0.0% | Held | 3 |
| 130 | HII Huntington Ingalls… | 0.0% | $755,880 | 4.00K | Novo | New | 1 |
| 131 | CME CME Group Inc. | 0.0% | $696,690 | 3.00K | Novo | New | 1 |
| 132 | BUD Anheuser-Busch InBev SA/NV | 0.0% | $550,770 | 11.00K | 0.0% | Held | 3 |
Apenas posições de ações ordinárias (SH); linhas de opções estão na aba Opções e nunca são compensadas. ✂ = variação calculada em relação às ações anteriores ajustadas por desdobramento. "Mantido N+" = mantido em todos os trimestres da nossa janela, possivelmente por mais tempo.
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| MGM MGM Resorts… | 40.00K | n/a | Novo | $1.39M | 0.0% | |
| AYI Acuity Brands, Inc. | 3.00K | n/a | Novo | $876,390 | 0.0% | |
| HII Huntington Ingalls… | 4.00K | n/a | Novo | $755,880 | 0.0% | |
| CME CME Group Inc. | 3.00K | n/a | Novo | $696,690 | 0.0% |
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| DE Deere & Company | 874.95K | 869.10K | +0.7% | $370.72M | 3.3% | ●●○○○○ |
| WSO Watsco, Inc. | 590.50K | 582.50K | +1.4% | $279.83M | 2.5% | ●●○○○○ |
| MSFT Microsoft Corporation | 519.48K | 514.98K | +0.9% | $218.96M | 1.9% | ●●○○○○ |
| LOW Lowe's Companies, Inc. | 701.48K | 690.48K | +1.6% | $173.13M | 1.5% | ●●○○○○ |
| LPLA LPL Financial Holdings… | 532.40K | 520.40K | +2.3% | $173.84M | 1.5% | ●●○○○○ |
| META Meta Platforms, Inc. | 278.38K | 275.23K | +1.1% | $162.99M | 1.4% | ●●○○○○ |
| MRSH Marsh & McLennan… | 735.50K | 722.50K | +1.8% | $156.23M | 1.4% | ●●○○○○ |
| CAT Caterpillar Inc. | 324.80K | 318.75K | +1.9% | $117.82M | 1.0% | ●●○○○○ |
| NVR NVR, Inc. | 11.81K | 11.70K | +0.9% | $96.63M | 0.9% | ●●○○○○ |
| SCHW The Charles Schwab… | 1.36M | 1.35M | +1.0% | $100.93M | 0.9% | |
| ADM Archer-Daniels-Midland… | 1.47M | 1.46M | +0.8% | $74.48M | 0.7% | |
| LIN Linde plc | 168.00K | 155.00K | +8.4% | $70.34M | 0.6% | ●●○○○○ |
| ROL Rollins, Inc. | 1.46M | 1.45M | +0.6% | $67.78M | 0.6% | ●●○○○○ |
| DG Dollar General… | 835.75K | 742.25K | +12.6% | $63.37M | 0.6% | ●●○○○○ |
| ODFL Old Dominion Freight… | 300.70K | 295.00K | +1.9% | $53.04M | 0.5% | ●●○○○○ |
| SBUX Starbucks Corporation | 617.32K | 600.32K | +2.8% | $56.33M | 0.5% | ●●○○○○ |
| FDX FedEx Corporation | 206.50K | 195.00K | +5.9% | $58.09M | 0.5% | ●●○○○○ |
| FNV Franco-Nevada… | 483.25K | 345.50K | +39.9% | $56.83M | 0.5% | ●●○○○○ |
| TSN Tyson Foods, Inc. | 798.50K | 789.50K | +1.1% | $45.87M | 0.4% | ●●○○○○ |
| AON Aon plc | 126.20K | 120.15K | +5.0% | $45.33M | 0.4% | ●●○○○○ |
| VRSK Verisk Analytics, Inc. | 155.95K | 144.95K | +7.6% | $42.95M | 0.4% | ●●○○○○ |
| THG The Hanover Insurance… | 267.00K | 254.00K | +5.1% | $41.29M | 0.4% | ●●○○○○ |
| NKE NIKE, Inc. | 432.40K | 428.90K | +0.8% | $32.72M | 0.3% | ●●○○○○ |
| HGTY Hagerty, Inc. | 3.11M | 3.00M | +3.6% | $29.99M | 0.3% | |
| YUM Yum! Brands, Inc. | 205.50K | 156.50K | +31.3% | $27.57M | 0.2% | ●●○○○○ |
| TMO Thermo Fisher… | 41.10K | 35.40K | +16.1% | $21.38M | 0.2% | ●●○○○○ |
| URI United Rentals, Inc. | 29.65K | 25.95K | +14.3% | $20.89M | 0.2% | ●●○○○○ |
| HCA HCA Healthcare, Inc. | 56.58K | 50.93K | +11.1% | $16.98M | 0.1% | ●●○○○○ |
| APD Air Products and… | 64.50K | 52.00K | +24.0% | $18.71M | 0.2% | ●●○○○○ |
| FERG Ferguson plc | 106.00K | 84.50K | +25.4% | $18.40M | 0.2% | ●●○○○○ |
| ABNB Airbnb, Inc. | 115.31K | 19.15K | +502.1% | $15.15M | 0.1% | ●●○○○○ |
| LAMR Lamar Advertising… | 124.00K | 111.00K | +11.7% | $15.10M | 0.1% | ●●○○○○ |
| UNH UnitedHealth Group… | 26.71K | 24.06K | +11.0% | $13.51M | 0.1% | ●●○○○○ |
| MAR Marriott International… | 47.00K | 36.00K | +30.6% | $13.11M | 0.1% | ●●○○○○ |
| GPK Graphic Packaging… | 427.23K | 394.73K | +8.2% | $11.60M | 0.1% | ●●○○○○ |
| OI O-I Glass, Inc. | 824.10K | 814.10K | +1.2% | $8.93M | 0.1% | ●●○○○○ |
| CE Celanese Corporation | 81.30K | 77.80K | +4.5% | $5.63M | 0.1% | |
| NSP Insperity, Inc. | 131.73K | 70.14K | +87.8% | $10.21M | 0.1% | ●●○○○○ |
| HSY The Hershey Company | 45.00K | 36.00K | +25.0% | $7.62M | 0.1% | ●●○○○○ |
| SONY Sony Group Corporation | 335.00K | 67.00K | +400.0% | $7.09M | 0.1% | |
| UBER Uber Technologies, Inc. | 109.00K | 88.00K | +23.9% | $6.57M | 0.1% | ●●○○○○ |
| DPZ Domino's Pizza, Inc. | 5.50K | 4.50K | +22.2% | $2.31M | 0.0% | ●●○○○○ |
| EL The Estée Lauder… | 15.00K | 14.00K | +7.1% | $1.12M | 0.0% | ●●○○○○ |
| BC Brunswick Corporation | 15.00K | 14.00K | +7.1% | $970,200 | 0.0% | ●●○○○○ |
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| CMCSA Comcast Corporation | 961.88K | 1.08M | -11.0% | $36.10M | 0.3% | |
| CABO Cable One, Inc. | 50.90K | 60.05K | -15.2% | $18.43M | 0.2% |
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| WHR Whirlpool Corporation | n/a | 157.62K | Saída | $16.87M | 0.2% | |
| AMT American Tower… | n/a | 51.91K | Saída | $12.07M | 0.1% | |
| DNB | n/a | 115.00K | Saída | $1.32M | 0.0% | |
| SOLV Solventum Corporation | n/a | 750 | Saída | $52,290 | 0.0% |
Idade da posição
40–1 trimestres
1282–4 trimestres
Trimestres consecutivos em que cada posição atual foi reportada, dentro da nossa janela de dados.
Gestores similares
| Gestor | Posições comuns | Sobreposição de nomes | Similaridade ponderada | |
|---|---|---|---|---|
| First Manhattan Co. Llc. | 88 | 11.3% | 0.5431 | Comparar ⇄ |
| Fayez Sarofim & Co | 77 | 21.9% | 0.4651 | Comparar ⇄ |
| Blair William & Co/Il | 121 | 6.2% | 0.4471 | Comparar ⇄ |
| Baird Financial Group, Inc. | 115 | 6.0% | 0.443 | Comparar ⇄ |
| Neuberger Berman Group LLC | 129 | 5.7% | 0.4397 | Comparar ⇄ |
| Chevy Chase Trust Holdings, LLC | 102 | 15.1% | 0.4098 | Comparar ⇄ |
| Brown Advisory Inc | 118 | 8.2% | 0.4098 | Comparar ⇄ |
| Aberdeen Group plc | 102 | 10.7% | 0.4012 | Comparar ⇄ |
Similaridade apenas de posições compradas reportadas; hedges e ativos fora do 13F são invisíveis. Metodologia
Histórico de registros
Jul 31 2026
13F-HR · período Q2 2026
$13.13B · 205 posições listadas · Ver filing original na SEC ↗
May 01 2026
13F-HR · período Q1 2026
$11.94B · 205 posições listadas · Ver filing original na SEC ↗
Feb 06 2026
13F-HR · período Q4 2025
$12.54B · 205 posições listadas · Ver filing original na SEC ↗
Oct 31 2025
13F-HR · período Q3 2025
$12.32B · 208 posições listadas · Ver filing original na SEC ↗
Aug 01 2025
13F-HR · período Q2 2025
$11.83B · 218 posições listadas · Ver filing original na SEC ↗
May 02 2025
13F-HR · período Q1 2025
$11.26B · 217 posições listadas · Ver filing original na SEC ↗
Feb 07 2025
13F-HR · período Q4 2024
$11.34B · 214 posições listadas · Ver filing original na SEC ↗
Nov 01 2024
13F-HR · período Q3 2024
$11.11B · 216 posições listadas · Ver filing original na SEC ↗
Aug 02 2024
13F-HR · período Q2 2024
$10.17B · 222 posições listadas · Ver filing original na SEC ↗
Proveniência: Todas as posições analisadas das tabelas de informação do 13F deste gestor no SEC EDGAR; valores conforme reportado, em USD inteiro. As variações comparam a versão mais recente aceita de cada trimestre (emendas incorporadas) com base em contagens de ações ajustadas por desdobramentos.
Período de referência: Q4 2024 · último registro Jul 31, 2026 ·
Metodologia de variação