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.
$11.26BValor reportado no 13F
217Posições
41.3%Peso do top-10
37.80Participações efetivas
5.5%Rotatividade est.
+3Novo
−0Saídas
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
47.6% (+1.5pp)
Indústria
14.6% (+0.8pp)
Consumo Cíclico
10.8% (-0.6pp)
Tecnologia
8.8% (-0.6pp)
Serviços de Comunicação
8.3% (-1.3pp)
Consumo Defensivo
4.1% (+0.0pp)
Saúde
2.9% (-0.1pp)
Materiais Básicos
2.8% (+0.4pp)
Imóveis
0.2% (+0.1pp)
Participação no valor de ações ordinárias reportado; (±pp) vs trimestre anterior.
O portfólio · Q1 2025
| # | Valor mobiliário | Peso | Valor | Ações | Δ ações | Detido | |
|---|---|---|---|---|---|---|---|
| 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 | Novo | 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 | Novo | 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 | Novo | New | 1 |
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 |
|---|---|---|---|---|---|---|
| CBOE Cboe Global Markets… | 6.00K | n/a | Novo | $1.36M | 0.0% | |
| EXP Eagle Materials Inc. | 3.50K | n/a | Novo | $776,755 | 0.0% | |
| SYY Sysco Corporation | 9.00K | n/a | Novo | $675,360 | 0.0% |
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| 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% | ●●●○○○ |
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| CABO Cable One, Inc. | 11.90K | 50.90K | -76.6% | $3.16M | 0.0% | ●●○○○○ |
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| Nenhuma neste trimestre. | ||||||
Idade da posição
30–1 trimestres
1322–4 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: Q1 2025 · último registro Jul 31, 2026 ·
Metodologia de variação