運用会社レコード · ✦ 厳選 · アーカイブ済み四半期
Markel Group
Insurance holding company · Glen Allen, VA · CIK 1096343 · EDGARファイリング ↗
Buffett-style equity book inside an insurer.
$11.26B報告済み13F評価額
217ポジション
41.3%トップ10ウェイト
37.80実効保有
5.5%推定回転率
+3新規
−0解消銘柄
報告された13Fポートフォリオ価値は、米国の報告対象ロングポジションのみを対象とし、現金、債券、ショートポジションまたは米国外保有資産は含まれません。運用資産残高（AUM）ではありません。
セクターエクスポージャー
金融サービス
47.6% (+1.5pp)
資本財・サービス
14.6% (+0.8pp)
消費者循環株
10.8% (-0.6pp)
テクノロジー
8.8% (-0.6pp)
コミュニケーション・サービス
8.3% (-1.3pp)
消費者ディフェンシブ
4.1% (+0.0pp)
ヘルスケア
2.9% (-0.1pp)
素材
2.8% (+0.4pp)
不動産
0.2% (+0.1pp)
報告済み普通株式価値に占める比率；（±pp）前四半期比。
ポートフォリオ · Q1 2025
| # | 有価証券 | ウェイト | 時価 | 株数 | Δ株式数 | 保有中 | |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A Berkshire Hathaway Inc. | 7.9% | $889.46M | 1.11K | 0.0% | Held | 4 |
| 2 | BRK-B Berkshire Hathaway Inc. | 7.2% | $815.90M | 1.53M | 0.0% | Held | 4 |
| 3 | BN Brookfield Corporation | 4.1% | $456.79M | 8.72M | 0.0% | Held | 4 |
| 4 | GOOG Alphabet Inc. | 3.8% | $429.61M | 2.75M | 0.0% | Held | 4 |
| 5 | DE Deere & Company | 3.7% | $411.95M | 877.70K | +0.3% | ▲ Add | 4 |
| 6 | AMZN Amazon.com, Inc. | 3.4% | $386.37M | 2.03M | 0.0% | Held | 4 |
| 7 | V Visa Inc. | 3.1% | $350.21M | 999.28K | 0.0% | Held | 4 |
| 8 | HD The Home Depot, Inc. | 3.0% | $337.17M | 920.00K | 0.0% | Held | 4 |
| 9 | WSO Watsco, Inc. | 2.7% | $300.15M | 590.50K | 0.0% | Held | 4 |
| 10 | AAPL Apple Inc. | 2.4% | $272.62M | 1.23M | 0.0% | Held | 4 |
| 11 | ADI Analog Devices, Inc. | 2.1% | $235.48M | 1.17M | 0.0% | Held | 4 |
| 12 | PGR The Progressive Corporation | 1.9% | $213.32M | 753.75K | 0.0% | Held | 4 |
| 13 | BLK BlackRock, Inc. | 1.9% | $208.41M | 220.20K | 0.0% | Held | 4 |
| 14 | DIS The Walt Disney Company | 1.8% | $200.53M | 2.03M | 0.0% | Held | 4 |
| 15 | GS The Goldman Sachs Group… | 1.7% | $196.31M | 359.36K | 0.0% | Held | 4 |
| 16 | MSFT Microsoft Corporation | 1.7% | $196.23M | 522.73K | +0.6% | ▲ Add | 4 |
| 17 | RLI RLI Corp. | 1.7% | $192.35M | 2.39M | +100.0% | ▲ Add | 4 |
| 18 | MRSH Marsh & McLennan Companies… | 1.6% | $181.44M | 743.50K | +1.1% | ▲ Add | 4 |
| 19 | LPLA LPL Financial Holdings Inc. | 1.6% | $176.36M | 539.10K | +1.3% | ▲ Add | 4 |
| 20 | BX Blackstone Inc. | 1.5% | $171.79M | 1.23M | 0.0% | Held | 4 |
| 21 | KKR KKR & Co. Inc. | 1.5% | $167.84M | 1.45M | 0.0% | Held | 4 |
| 22 | LOW Lowe's Companies, Inc. | 1.5% | $165.18M | 708.23K | +1.0% | ▲ Add | 4 |
| 23 | META Meta Platforms, Inc. | 1.4% | $161.43M | 280.08K | +0.6% | ▲ Add | 4 |
| 24 | NVO Novo Nordisk A/S | 1.3% | $149.30M | 2.15M | 0.0% | Held | 4 |
| 25 | DEO Diageo plc | 1.3% | $143.22M | 1.37M | 0.0% | Held | 4 |
| 26 | APO Apollo Global Management… | 1.2% | $138.65M | 1.01M | 0.0% | Held | 4 |
| 27 | AXP American Express Company | 1.2% | $130.29M | 484.25K | 0.0% | Held | 4 |
| 28 | TXN Texas Instruments… | 1.2% | $130.10M | 724.00K | 0.0% | Held | 4 |
| 29 | MA Mastercard Incorporated | 1.0% | $113.76M | 207.54K | 0.0% | Held | 4 |
| 30 | CAT Caterpillar Inc. | 1.0% | $108.19M | 328.05K | +1.0% | ▲ Add | 4 |
| 31 | SCHW The Charles Schwab… | 0.9% | $106.84M | 1.36M | +0.1% | ▲ Add | 4 |
| 32 | GD General Dynamics Corporation | 0.9% | $106.58M | 391.00K | 0.0% | Held | 4 |
| 33 | BAM Brookfield Asset Management… | 0.9% | $106.30M | 2.19M | 0.0% | Held | 4 |
| 34 | JNJ Johnson & Johnson | 0.9% | $101.30M | 610.80K | 0.0% | Held | 4 |
| 35 | MCO Moody's Corporation | 0.9% | $99.61M | 213.89K | 0.0% | Held | 4 |
| 36 | GOOGL Alphabet Inc. | 0.8% | $86.13M | 557.00K | +0.4% | ▲ Add | 4 |
| 37 | NVR NVR, Inc. | 0.8% | $86.09M | 11.88K | +0.6% | ▲ Add | 4 |
| 38 | LIN Linde plc | 0.7% | $84.28M | 181.00K | +7.7% | ▲ Add | 4 |
| 39 | FNV Franco-Nevada Corporation | 0.7% | $82.76M | 525.25K | +8.7% | ▲ Add | 4 |
| 40 | ITW Illinois Tool Works Inc. | 0.7% | $81.22M | 327.50K | 0.0% | Held | 4 |
| 41 | MSCI MSCI Inc. | 0.7% | $80.78M | 142.85K | 0.0% | Held | 4 |
| 42 | HEI-A HEICO Corporation | 0.7% | $80.09M | 379.64K | 0.0% | Held | 4 |
| 43 | ROL Rollins, Inc. | 0.7% | $79.01M | 1.46M | 0.0% | Held | 4 |
| 44 | SPGI S&P Global Inc. | 0.7% | $76.57M | 150.69K | 0.0% | Held | 4 |
| 45 | DG Dollar General Corporation | 0.7% | $76.43M | 869.25K | +4.0% | ▲ Add | 4 |
| 46 | ADM Archer-Daniels-Midland… | 0.7% | $74.48M | 1.55M | +5.2% | ▲ Add | 4 |
| 47 | ECL Ecolab Inc. | 0.6% | $69.54M | 274.30K | 0.0% | Held | 4 |
| 48 | JPM JPMorgan Chase & Co. | 0.6% | $61.95M | 252.55K | 0.0% | Held | 4 |
| 49 | SBUX Starbucks Corporation | 0.5% | $61.19M | 623.82K | +1.1% | ▲ Add | 4 |
| 50 | CG The Carlyle Group Inc. | 0.5% | $57.84M | 1.33M | 0.0% | Held | 4 |
| 51 | NSC Norfolk Southern Corporation | 0.5% | $54.36M | 229.50K | 0.0% | Held | 4 |
| 52 | FDS FactSet Research Systems… | 0.5% | $53.07M | 116.72K | 0.0% | Held | 4 |
| 53 | FDX FedEx Corporation | 0.5% | $51.93M | 213.00K | +3.1% | ▲ Add | 4 |
| 54 | ODFL Old Dominion Freight Line… | 0.5% | $51.82M | 313.20K | +4.2% | ▲ Add | 4 |
| 55 | AON Aon plc | 0.5% | $51.66M | 129.45K | +2.6% | ▲ Add | 4 |
| 56 | ITIC INVESTORS TITLE CO NC | 0.5% | $51.42M | 213.30K | 0.0% | Held | 4 |
| 57 | TSN Tyson Foods, Inc. | 0.5% | $50.95M | 798.50K | 0.0% | Held | 4 |
| 58 | ACN Accenture plc | 0.4% | $49.74M | 159.40K | 0.0% | Held | 4 |
| 59 | THG The Hanover Insurance… | 0.4% | $48.71M | 280.00K | +4.9% | ▲ Add | 4 |
| 60 | VRSK Verisk Analytics, Inc. | 0.4% | $46.41M | 155.95K | 0.0% | Held | 4 |
| 61 | MMM 3M Company | 0.4% | $43.14M | 293.75K | 0.0% | Held | 4 |
| 62 | ROK Rockwell Automation, Inc. | 0.4% | $40.02M | 154.90K | 0.0% | Held | 4 |
| 63 | COST Costco Wholesale Corporation | 0.3% | $37.03M | 39.15K | 0.0% | Held | 4 |
| 64 | CMCSA Comcast Corporation | 0.3% | $35.49M | 961.88K | 0.0% | Held | 4 |
| 65 | YUM Yum! Brands, Inc. | 0.3% | $35.48M | 225.45K | +9.7% | ▲ Add | 4 |
| 66 | SHW The Sherwin-Williams Company | 0.3% | $32.88M | 94.17K | 0.0% | Held | 4 |
| 67 | ALL The Allstate Corporation | 0.3% | $32.00M | 154.55K | 0.0% | Held | 4 |
| 68 | RTX RTX Corporation | 0.3% | $29.67M | 224.00K | 0.0% | Held | 4 |
| 69 | TROW T. Rowe Price Group, Inc. | 0.3% | $28.85M | 314.00K | 0.0% | Held | 4 |
| 70 | NKE NIKE, Inc. | 0.3% | $28.27M | 445.40K | +3.0% | ▲ Add | 4 |
| 71 | BF-A BROWN FORMAN CORP | 0.3% | $28.22M | 843.00K | 0.0% | Held | 4 |
| 72 | HGTY Hagerty, Inc. | 0.2% | $28.10M | 3.11M | 0.0% | Held | 4 |
| 73 | LMT Lockheed Martin Corporation | 0.2% | $27.46M | 61.46K | +9.1% | ▲ Add | 4 |
| 74 | PAYX Paychex, Inc. | 0.2% | $23.14M | 150.00K | 0.0% | Held | 4 |
| 75 | TMO Thermo Fisher Scientific… | 0.2% | $22.39M | 45.00K | +9.5% | ▲ Add | 4 |
| 76 | ABNB Airbnb, Inc. | 0.2% | $21.96M | 183.82K | +59.4% | ▲ Add | 3 |
| 77 | HCA HCA Healthcare, Inc. | 0.2% | $21.42M | 62.00K | +9.6% | ▲ Add | 4 |
| 78 | CSCO Cisco Systems, Inc. | 0.2% | $21.10M | 342.00K | 0.0% | Held | 4 |
| 79 | UNP Union Pacific Corporation | 0.2% | $20.26M | 85.78K | 0.0% | Held | 4 |
| 80 | FERG Ferguson plc | 0.2% | $19.71M | 123.00K | +16.0% | ▲ Add | 3 |
| 81 | URI United Rentals, Inc. | 0.2% | $19.52M | 31.15K | +5.1% | ▲ Add | 4 |
| 82 | APD Air Products and Chemicals… | 0.2% | $19.17M | 65.00K | +0.8% | ▲ Add | 4 |
| 83 | PM Philip Morris International… | 0.2% | $18.17M | 114.50K | 0.0% | Held | 4 |
| 84 | EFX Equifax Inc. | 0.2% | $17.74M | 72.85K | 0.0% | Held | 4 |
| 85 | CCK Crown Holdings, Inc. | 0.1% | $16.91M | 189.50K | 0.0% | Held | 4 |
| 86 | RNR RenaissanceRe Holdings Ltd. | 0.1% | $16.80M | 70.00K | 0.0% | Held | 4 |
| 87 | COF Capital One Financial… | 0.1% | $16.32M | 91.00K | 0.0% | Held | 4 |
| 88 | BF-B Brown-Forman Corporation | 0.1% | $16.09M | 474.19K | 0.0% | Held | 4 |
| 89 | LAMR Lamar Advertising Company | 0.1% | $15.59M | 137.00K | +10.5% | ▲ Add | 4 |
| 90 | CHH Choice Hotels… | 0.1% | $15.34M | 115.50K | 0.0% | Held | 4 |
| 91 | CARR Carrier Global Corporation | 0.1% | $14.90M | 235.00K | 0.0% | Held | 4 |
| 92 | WFC Wells Fargo & Company | 0.1% | $14.68M | 204.45K | 0.0% | Held | 4 |
| 93 | UNH UnitedHealth Group… | 0.1% | $14.67M | 28.01K | +4.9% | ▲ Add | 4 |
| 94 | PEP PepsiCo, Inc. | 0.1% | $14.43M | 96.21K | 0.0% | Held | 4 |
| 95 | SPOT Spotify Technology S.A. | 0.1% | $14.25M | 25.90K | 0.0% | Held | 4 |
| 96 | TGT Target Corporation | 0.1% | $13.88M | 133.00K | 0.0% | Held | 4 |
| 97 | SEIC SEI Investments Company | 0.1% | $13.45M | 173.20K | 0.0% | Held | 4 |
| 98 | MAR Marriott International, Inc. | 0.1% | $12.39M | 52.00K | +10.6% | ▲ Add | 4 |
| 99 | GPK Graphic Packaging Holding… | 0.1% | $11.97M | 461.23K | +8.0% | ▲ Add | 4 |
| 100 | OTIS Otis Worldwide Corporation | 0.1% | $11.83M | 114.62K | 0.0% | Held | 4 |
| 101 | NSP Insperity, Inc. | 0.1% | $11.75M | 131.73K | 0.0% | Held | 4 |
| 102 | KMX CarMax, Inc. | 0.1% | $10.64M | 136.50K | 0.0% | Held | 4 |
| 103 | IQV IQVIA Holdings Inc. | 0.1% | $10.35M | 58.73K | 0.0% | Held | 4 |
| 104 | HXL Hexcel Corporation | 0.1% | $10.35M | 189.00K | 0.0% | Held | 4 |
| 105 | BNY Bank of New York Mellon Corp | 0.1% | $10.19M | 121.50K | 0.0% | Held | 4 |
| 106 | OI O-I Glass, Inc. | 0.1% | $10.03M | 874.10K | +6.1% | ▲ Add | 4 |
| 107 | SHOP Shopify Inc. | 0.1% | $9.81M | 102.75K | 0.0% | Held | 4 |
| 108 | HSY The Hershey Company | 0.1% | $9.32M | 54.50K | +21.1% | ▲ Add | 4 |
| 109 | SMG The Scotts Miracle-Gro… | 0.1% | $9.22M | 168.00K | 0.0% | Held | 4 |
| 110 | UBER Uber Technologies, Inc. | 0.1% | $8.89M | 122.00K | +11.9% | ▲ Add | 4 |
| 111 | SONY Sony Group Corporation | 0.1% | $8.51M | 335.00K | 0.0% | Held | 4 |
| 112 | TRU TransUnion | 0.1% | $8.39M | 101.05K | 0.0% | Held | 4 |
| 113 | EMN Eastman Chemical Company | 0.1% | $6.60M | 74.95K | 0.0% | Held | 4 |
| 114 | GHC Graham Holdings Company | 0.0% | $5.00M | 5.20K | 0.0% | Held | 4 |
| 115 | CE Celanese Corporation | 0.0% | $4.62M | 81.30K | 0.0% | Held | 4 |
| 116 | WRB W. R. Berkley Corporation | 0.0% | $4.32M | 60.75K | 0.0% | Held | 4 |
| 117 | FIX Comfort Systems USA, Inc. | 0.0% | $4.19M | 13.00K | 0.0% | Held | 4 |
| 118 | HII Huntington Ingalls… | 0.0% | $3.67M | 18.00K | +350.0% | ▲ Add | 2 |
| 119 | CABO Cable One, Inc. | 0.0% | $3.16M | 11.90K | -76.6% | ▼ Trim | 4 |
| 120 | WTW Willis Towers Watson Public… | 0.0% | $2.92M | 8.63K | 0.0% | Held | 4 |
| 121 | BALL Ball Corporation | 0.0% | $2.66M | 51.00K | 0.0% | Held | 4 |
| 122 | AYI Acuity Brands, Inc. | 0.0% | $2.57M | 9.75K | +225.0% | ▲ Add | 2 |
| 123 | MGM MGM Resorts International | 0.0% | $2.53M | 85.50K | +113.8% | ▲ Add | 2 |
| 124 | DPZ Domino's Pizza, Inc. | 0.0% | $2.53M | 5.50K | 0.0% | Held | 3 |
| 125 | CME CME Group Inc. | 0.0% | $2.52M | 9.50K | +216.7% | ▲ Add | 2 |
| 126 | IT Gartner, Inc. | 0.0% | $2.39M | 5.70K | 0.0% | Held | 4 |
| 127 | INTU Intuit Inc. | 0.0% | $1.67M | 2.72K | 0.0% | Held | 4 |
| 128 | BC Brunswick Corporation | 0.0% | $1.59M | 29.50K | +96.7% | ▲ Add | 3 |
| 129 | CSGP CoStar Group, Inc. | 0.0% | $1.47M | 18.60K | 0.0% | Held | 4 |
| 130 | CBOE Cboe Global Markets, Inc. | 0.0% | $1.36M | 6.00K | 新規 | New | 1 |
| 131 | EL The Estée Lauder Companies… | 0.0% | $990,000 | 15.00K | 0.0% | Held | 3 |
| 132 | ICE Intercontinental Exchange… | 0.0% | $883,200 | 5.12K | 0.0% | Held | 4 |
| 133 | EXP Eagle Materials Inc. | 0.0% | $776,755 | 3.50K | 新規 | New | 1 |
| 134 | BUD Anheuser-Busch InBev SA/NV | 0.0% | $677,160 | 11.00K | 0.0% | Held | 4 |
| 135 | SYY Sysco Corporation | 0.0% | $675,360 | 9.00K | 新規 | New | 1 |
普通株（SH）ポジションのみ。オプション行はオプションタブに表示され、ネットアウトはされない。✂ = 分割調整済み前回株数との比較で算出した変化。「Held N+」= 当社データウィンドウ内の全四半期で保有、実際の保有期間はさらに長い可能性あり。
| 有価証券 | 株数 | 前期 | 変化 | 時価 | ウェイト | 連続記録 |
|---|---|---|---|---|---|---|
| CBOE Cboe Global Markets… | 6.00K | n/a | 新規 | $1.36M | 0.0% | |
| EXP Eagle Materials Inc. | 3.50K | n/a | 新規 | $776,755 | 0.0% | |
| SYY Sysco Corporation | 9.00K | n/a | 新規 | $675,360 | 0.0% |
| 有価証券 | 株数 | 前期 | 変化 | 時価 | ウェイト | 連続記録 |
|---|---|---|---|---|---|---|
| DE Deere & Company | 877.70K | 874.95K | +0.3% | $411.95M | 3.7% | ●●●○○○ |
| MSFT Microsoft Corporation | 522.73K | 519.48K | +0.6% | $196.23M | 1.7% | ●●●○○○ |
| RLI RLI Corp. | 2.39M | 1.20M | +100.0% | $192.35M | 1.7% | |
| MRSH Marsh & McLennan… | 743.50K | 735.50K | +1.1% | $181.44M | 1.6% | ●●●○○○ |
| LPLA LPL Financial Holdings… | 539.10K | 532.40K | +1.3% | $176.36M | 1.6% | ●●●○○○ |
| LOW Lowe's Companies, Inc. | 708.23K | 701.48K | +1.0% | $165.18M | 1.5% | ●●●○○○ |
| META Meta Platforms, Inc. | 280.08K | 278.38K | +0.6% | $161.43M | 1.4% | ●●●○○○ |
| CAT Caterpillar Inc. | 328.05K | 324.80K | +1.0% | $108.19M | 1.0% | ●●●○○○ |
| SCHW The Charles Schwab… | 1.36M | 1.36M | +0.1% | $106.84M | 0.9% | ●●○○○○ |
| GOOGL Alphabet Inc. | 557.00K | 555.00K | +0.4% | $86.13M | 0.8% | |
| NVR NVR, Inc. | 11.88K | 11.81K | +0.6% | $86.09M | 0.8% | ●●●○○○ |
| LIN Linde plc | 181.00K | 168.00K | +7.7% | $84.28M | 0.7% | ●●●○○○ |
| FNV Franco-Nevada… | 525.25K | 483.25K | +8.7% | $82.76M | 0.7% | ●●●○○○ |
| DG Dollar General… | 869.25K | 835.75K | +4.0% | $76.43M | 0.7% | ●●●○○○ |
| ADM Archer-Daniels-Midland… | 1.55M | 1.47M | +5.2% | $74.48M | 0.7% | ●●○○○○ |
| SBUX Starbucks Corporation | 623.82K | 617.32K | +1.1% | $61.19M | 0.5% | ●●●○○○ |
| FDX FedEx Corporation | 213.00K | 206.50K | +3.1% | $51.93M | 0.5% | ●●●○○○ |
| ODFL Old Dominion Freight… | 313.20K | 300.70K | +4.2% | $51.82M | 0.5% | ●●●○○○ |
| AON Aon plc | 129.45K | 126.20K | +2.6% | $51.66M | 0.5% | ●●●○○○ |
| THG The Hanover Insurance… | 280.00K | 267.00K | +4.9% | $48.71M | 0.4% | ●●●○○○ |
| YUM Yum! Brands, Inc. | 225.45K | 205.50K | +9.7% | $35.48M | 0.3% | ●●●○○○ |
| NKE NIKE, Inc. | 445.40K | 432.40K | +3.0% | $28.27M | 0.3% | ●●●○○○ |
| LMT Lockheed Martin… | 61.46K | 56.36K | +9.1% | $27.46M | 0.2% | |
| TMO Thermo Fisher… | 45.00K | 41.10K | +9.5% | $22.39M | 0.2% | ●●●○○○ |
| ABNB Airbnb, Inc. | 183.82K | 115.31K | +59.4% | $21.96M | 0.2% | ●●●○○○ |
| HCA HCA Healthcare, Inc. | 62.00K | 56.58K | +9.6% | $21.42M | 0.2% | ●●●○○○ |
| URI United Rentals, Inc. | 31.15K | 29.65K | +5.1% | $19.52M | 0.2% | ●●●○○○ |
| FERG Ferguson plc | 123.00K | 106.00K | +16.0% | $19.71M | 0.2% | ●●●○○○ |
| APD Air Products and… | 65.00K | 64.50K | +0.8% | $19.17M | 0.2% | ●●●○○○ |
| LAMR Lamar Advertising… | 137.00K | 124.00K | +10.5% | $15.59M | 0.1% | ●●●○○○ |
| UNH UnitedHealth Group… | 28.01K | 26.71K | +4.9% | $14.67M | 0.1% | ●●●○○○ |
| MAR Marriott International… | 52.00K | 47.00K | +10.6% | $12.39M | 0.1% | ●●●○○○ |
| GPK Graphic Packaging… | 461.23K | 427.23K | +8.0% | $11.97M | 0.1% | ●●●○○○ |
| OI O-I Glass, Inc. | 874.10K | 824.10K | +6.1% | $10.03M | 0.1% | ●●●○○○ |
| HSY The Hershey Company | 54.50K | 45.00K | +21.1% | $9.32M | 0.1% | ●●●○○○ |
| UBER Uber Technologies, Inc. | 122.00K | 109.00K | +11.9% | $8.89M | 0.1% | ●●●○○○ |
| HII Huntington Ingalls… | 18.00K | 4.00K | +350.0% | $3.67M | 0.0% | ●●○○○○ |
| AYI Acuity Brands, Inc. | 9.75K | 3.00K | +225.0% | $2.57M | 0.0% | ●●○○○○ |
| MGM MGM Resorts… | 85.50K | 40.00K | +113.8% | $2.53M | 0.0% | ●●○○○○ |
| CME CME Group Inc. | 9.50K | 3.00K | +216.7% | $2.52M | 0.0% | ●●○○○○ |
| BC Brunswick Corporation | 29.50K | 15.00K | +96.7% | $1.59M | 0.0% | ●●●○○○ |
| 有価証券 | 株数 | 前期 | 変化 | 時価 | ウェイト | 連続記録 |
|---|---|---|---|---|---|---|
| CABO Cable One, Inc. | 11.90K | 50.90K | -76.6% | $3.16M | 0.0% | ●●○○○○ |
| 有価証券 | 株数 | 前期 | 変化 | 時価 | ウェイト | 連続記録 |
|---|---|---|---|---|---|---|
| 今四半期は該当なし。 | ||||||
ポジション保有期間
30–1 四半期
1322–4 四半期
現在の各ポジションが当社データウィンドウ内で報告された連続四半期数。
類似運用者
| 運用会社 | 共通ポジション | 銘柄の重複 | 加重類似度 | |
|---|---|---|---|---|
| First Manhattan Co. Llc. | 88 | 11.3% | 0.5431 | 比較 ⇄ |
| Fayez Sarofim & Co | 77 | 21.9% | 0.4651 | 比較 ⇄ |
| Blair William & Co/Il | 121 | 6.2% | 0.4471 | 比較 ⇄ |
| Baird Financial Group, Inc. | 115 | 6.0% | 0.443 | 比較 ⇄ |
| Neuberger Berman Group LLC | 129 | 5.7% | 0.4397 | 比較 ⇄ |
| Chevy Chase Trust Holdings, LLC | 102 | 15.1% | 0.4098 | 比較 ⇄ |
| Brown Advisory Inc | 118 | 8.2% | 0.4098 | 比較 ⇄ |
| Aberdeen Group plc | 102 | 10.7% | 0.4012 | 比較 ⇄ |
報告済みロングポジションの類似性のみ。ヘッジおよび13F対象外資産は表示されません。 方法論
ファイリング記録
Jul 31 2026
13F-HR · 期間 Q2 2026
$13.13B · 205 保有銘柄件数 · SECオリジナル提出書類を表示 ↗
May 01 2026
13F-HR · 期間 Q1 2026
$11.94B · 205 保有銘柄件数 · SECオリジナル提出書類を表示 ↗
Feb 06 2026
13F-HR · 期間 Q4 2025
$12.54B · 205 保有銘柄件数 · SECオリジナル提出書類を表示 ↗
Oct 31 2025
13F-HR · 期間 Q3 2025
$12.32B · 208 保有銘柄件数 · SECオリジナル提出書類を表示 ↗
Aug 01 2025
13F-HR · 期間 Q2 2025
$11.83B · 218 保有銘柄件数 · SECオリジナル提出書類を表示 ↗
May 02 2025
13F-HR · 期間 Q1 2025
$11.26B · 217 保有銘柄件数 · SECオリジナル提出書類を表示 ↗
Feb 07 2025
13F-HR · 期間 Q4 2024
$11.34B · 214 保有銘柄件数 · SECオリジナル提出書類を表示 ↗
Nov 01 2024
13F-HR · 期間 Q3 2024
$11.11B · 216 保有銘柄件数 · SECオリジナル提出書類を表示 ↗
Aug 02 2024
13F-HR · 期間 Q2 2024
$10.17B · 222 保有銘柄件数 · SECオリジナル提出書類を表示 ↗
出典: SEC EDGAR 上の当該マネージャーの13F情報テーブルから解析されたすべての保有銘柄；報告値のまま、単位：米ドル（整数）。変化は、分割調整済み株数をもとに、各四半期の最新承認バージョン（修正版を含む）を比較。
報告期間: Q1 2025 · 最新フィリング Jul 31, 2026 ·
変化の算出方法