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.
$11.83BValor reportado no 13F
218Posições
39.8%Peso do top-10
40.30Participações efetivas
3.4%Rotatividade est.
+3Novo
−1Saídas
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
46.5% (-1.1pp)
Indústria
14.3% (-0.3pp)
Consumo Cíclico
10.7% (-0.1pp)
Tecnologia
9.4% (+0.6pp)
Serviços de Comunicação
9.4% (+1.1pp)
Consumo Defensivo
4.1% (+0.0pp)
Materiais Básicos
2.8% (+0.0pp)
Saúde
2.7% (-0.2pp)
Imóveis
0.2% (+0.0pp)
Participação no valor de ações ordinárias reportado; (±pp) vs trimestre anterior.
O portfólio · Q2 2025
| # | Valor mobiliário | Peso | Valor | Ações | Δ ações | Detido | |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A Berkshire Hathaway Inc. | 6.9% | $811.88M | 1.11K | 0.0% | Held | 5 |
| 2 | BRK-B Berkshire Hathaway Inc. | 6.3% | $744.19M | 1.53M | 0.0% | Held | 5 |
| 3 | BN Brookfield Corporation | 4.6% | $539.07M | 8.72M | 0.0% | Held | 5 |
| 4 | GOOG Alphabet Inc. | 4.1% | $487.80M | 2.75M | 0.0% | Held | 5 |
| 5 | DE Deere & Company | 3.8% | $446.40M | 877.90K | 0.0% | ▲ Add | 5 |
| 6 | AMZN Amazon.com, Inc. | 3.8% | $445.53M | 2.03M | 0.0% | Held | 5 |
| 7 | V Visa Inc. | 3.0% | $354.80M | 999.28K | 0.0% | Held | 5 |
| 8 | HD The Home Depot, Inc. | 2.9% | $337.31M | 920.00K | 0.0% | Held | 5 |
| 9 | ADI Analog Devices, Inc. | 2.4% | $277.93M | 1.17M | 0.0% | Held | 5 |
| 10 | MSFT Microsoft Corporation | 2.2% | $262.37M | 527.48K | +0.9% | ▲ Add | 5 |
| 11 | GS The Goldman Sachs Group… | 2.1% | $254.34M | 359.36K | 0.0% | Held | 5 |
| 12 | DIS The Walt Disney Company | 2.1% | $251.95M | 2.03M | 0.0% | Held | 5 |
| 13 | AAPL Apple Inc. | 2.1% | $251.80M | 1.23M | 0.0% | Held | 5 |
| 14 | WSO Watsco, Inc. | 2.1% | $249.59M | 565.17K | -4.3% | ▼ Trim | 5 |
| 15 | BLK BlackRock, Inc. | 2.0% | $231.04M | 220.20K | 0.0% | Held | 5 |
| 16 | META Meta Platforms, Inc. | 1.7% | $206.87M | 280.28K | +0.1% | ▲ Add | 5 |
| 17 | LPLA LPL Financial Holdings Inc. | 1.7% | $204.21M | 544.60K | +1.0% | ▲ Add | 5 |
| 18 | PGR The Progressive Corporation | 1.7% | $201.15M | 753.75K | 0.0% | Held | 5 |
| 19 | KKR KKR & Co. Inc. | 1.6% | $193.13M | 1.45M | 0.0% | Held | 5 |
| 20 | BX Blackstone Inc. | 1.6% | $183.83M | 1.23M | 0.0% | Held | 5 |
| 21 | RLI RLI Corp. | 1.5% | $172.93M | 2.39M | 0.0% | Held | 5 |
| 22 | MRSH Marsh & McLennan Companies… | 1.4% | $163.71M | 748.75K | +0.7% | ▲ Add | 5 |
| 23 | LOW Lowe's Companies, Inc. | 1.3% | $159.13M | 717.23K | +1.3% | ▲ Add | 5 |
| 24 | NVO Novo Nordisk A/S | 1.3% | $155.89M | 2.26M | +5.0% | ▲ Add | 5 |
| 25 | AXP American Express Company | 1.3% | $154.47M | 484.25K | 0.0% | Held | 5 |
| 26 | TXN Texas Instruments… | 1.3% | $150.32M | 724.00K | 0.0% | Held | 5 |
| 27 | APO Apollo Global Management… | 1.2% | $143.64M | 1.01M | 0.0% | Held | 5 |
| 28 | DEO Diageo plc | 1.2% | $137.82M | 1.37M | 0.0% | Held | 5 |
| 29 | CAT Caterpillar Inc. | 1.1% | $127.59M | 328.65K | +0.2% | ▲ Add | 5 |
| 30 | SCHW The Charles Schwab… | 1.1% | $124.52M | 1.36M | 0.0% | Held | 5 |
| 31 | BAM Brookfield Asset Management… | 1.0% | $121.28M | 2.19M | 0.0% | Held | 5 |
| 32 | MA Mastercard Incorporated | 1.0% | $116.63M | 207.54K | 0.0% | Held | 5 |
| 33 | GD General Dynamics Corporation | 1.0% | $114.04M | 391.00K | 0.0% | Held | 5 |
| 34 | MCO Moody's Corporation | 0.9% | $107.29M | 213.89K | 0.0% | Held | 5 |
| 35 | GOOGL Alphabet Inc. | 0.9% | $100.80M | 572.00K | +2.7% | ▲ Add | 5 |
| 36 | DG Dollar General Corporation | 0.8% | $99.42M | 869.25K | 0.0% | Held | 5 |
| 37 | HEI-A HEICO Corporation | 0.8% | $98.23M | 379.64K | 0.0% | Held | 5 |
| 38 | FNV Franco-Nevada Corporation | 0.8% | $93.35M | 569.50K | +8.4% | ▲ Add | 5 |
| 39 | JNJ Johnson & Johnson | 0.8% | $93.30M | 610.80K | 0.0% | Held | 5 |
| 40 | NVR NVR, Inc. | 0.7% | $87.87M | 11.90K | +0.1% | ▲ Add | 5 |
| 41 | LIN Linde plc | 0.7% | $87.55M | 186.60K | +3.1% | ▲ Add | 5 |
| 42 | ADM Archer-Daniels-Midland… | 0.7% | $83.07M | 1.57M | +1.4% | ▲ Add | 5 |
| 43 | ROL Rollins, Inc. | 0.7% | $82.90M | 1.47M | +0.5% | ▲ Add | 5 |
| 44 | MSCI MSCI Inc. | 0.7% | $82.39M | 142.85K | 0.0% | Held | 5 |
| 45 | ITW Illinois Tool Works Inc. | 0.7% | $80.97M | 327.50K | 0.0% | Held | 5 |
| 46 | SPGI S&P Global Inc. | 0.7% | $79.46M | 150.69K | 0.0% | Held | 5 |
| 47 | ECL Ecolab Inc. | 0.6% | $73.91M | 274.30K | 0.0% | Held | 5 |
| 48 | JPM JPMorgan Chase & Co. | 0.6% | $73.22M | 252.55K | 0.0% | Held | 5 |
| 49 | CG The Carlyle Group Inc. | 0.6% | $68.21M | 1.33M | 0.0% | Held | 5 |
| 50 | NSC Norfolk Southern Corporation | 0.5% | $60.54M | 236.50K | +3.0% | ▲ Add | 5 |
| 51 | SBUX Starbucks Corporation | 0.5% | $57.16M | 623.82K | 0.0% | Held | 5 |
| 52 | ODFL Old Dominion Freight Line… | 0.5% | $55.58M | 342.45K | +9.3% | ▲ Add | 5 |
| 53 | FDS FactSet Research Systems… | 0.4% | $52.21M | 116.72K | 0.0% | Held | 5 |
| 54 | ROK Rockwell Automation, Inc. | 0.4% | $51.45M | 154.90K | 0.0% | Held | 5 |
| 55 | VRSK Verisk Analytics, Inc. | 0.4% | $48.58M | 155.95K | 0.0% | Held | 5 |
| 56 | FDX FedEx Corporation | 0.4% | $48.42M | 213.00K | 0.0% | Held | 5 |
| 57 | THG The Hanover Insurance… | 0.4% | $47.73M | 281.00K | +0.4% | ▲ Add | 5 |
| 58 | ACN Accenture plc | 0.4% | $47.64M | 159.40K | 0.0% | Held | 5 |
| 59 | AON Aon plc | 0.4% | $46.31M | 129.80K | +0.3% | ▲ Add | 5 |
| 60 | TSN Tyson Foods, Inc. | 0.4% | $45.65M | 816.00K | +2.2% | ▲ Add | 5 |
| 61 | ITIC INVESTORS TITLE CO NC | 0.4% | $45.07M | 213.30K | 0.0% | Held | 5 |
| 62 | COST Costco Wholesale Corporation | 0.3% | $38.76M | 39.15K | 0.0% | Held | 5 |
| 63 | CMCSA Comcast Corporation | 0.3% | $34.33M | 961.88K | 0.0% | Held | 5 |
| 64 | YUM Yum! Brands, Inc. | 0.3% | $33.56M | 226.45K | +0.4% | ▲ Add | 5 |
| 65 | RTX RTX Corporation | 0.3% | $32.71M | 224.00K | 0.0% | Held | 5 |
| 66 | SHW The Sherwin-Williams Company | 0.3% | $32.33M | 94.17K | 0.0% | Held | 5 |
| 67 | NKE NIKE, Inc. | 0.3% | $31.78M | 447.40K | +0.5% | ▲ Add | 5 |
| 68 | HGTY Hagerty, Inc. | 0.3% | $31.42M | 3.11M | 0.0% | Held | 5 |
| 69 | ALL The Allstate Corporation | 0.3% | $31.11M | 154.55K | 0.0% | Held | 5 |
| 70 | TROW T. Rowe Price Group, Inc. | 0.3% | $30.30M | 314.00K | 0.0% | Held | 5 |
| 71 | FERG Ferguson plc | 0.2% | $29.29M | 134.50K | +9.3% | ▲ Add | 4 |
| 72 | LMT Lockheed Martin Corporation | 0.2% | $28.84M | 62.26K | +1.3% | ▲ Add | 5 |
| 73 | ABNB Airbnb, Inc. | 0.2% | $28.06M | 212.00K | +15.3% | ▲ Add | 4 |
| 74 | HCA HCA Healthcare, Inc. | 0.2% | $26.42M | 68.96K | +11.2% | ▲ Add | 5 |
| 75 | CSCO Cisco Systems, Inc. | 0.2% | $24.25M | 349.50K | +2.2% | ▲ Add | 5 |
| 76 | URI United Rentals, Inc. | 0.2% | $23.47M | 31.15K | 0.0% | Held | 5 |
| 77 | BF-A BROWN FORMAN CORP | 0.2% | $23.16M | 843.00K | 0.0% | Held | 5 |
| 78 | UNP Union Pacific Corporation | 0.2% | $22.38M | 97.28K | +13.4% | ▲ Add | 5 |
| 79 | PAYX Paychex, Inc. | 0.2% | $21.82M | 150.00K | 0.0% | Held | 5 |
| 80 | PM Philip Morris International… | 0.2% | $20.85M | 114.50K | 0.0% | Held | 5 |
| 81 | TMO Thermo Fisher Scientific… | 0.2% | $20.09M | 49.55K | +10.1% | ▲ Add | 5 |
| 82 | SPOT Spotify Technology S.A. | 0.2% | $19.87M | 25.90K | 0.0% | Held | 5 |
| 83 | CCK Crown Holdings, Inc. | 0.2% | $19.51M | 189.50K | 0.0% | Held | 5 |
| 84 | COF Capital One Financial… | 0.2% | $19.36M | 91.00K | 0.0% | Held | 5 |
| 85 | LAMR Lamar Advertising Company | 0.2% | $19.17M | 158.00K | +15.3% | ▲ Add | 5 |
| 86 | EFX Equifax Inc. | 0.2% | $18.90M | 72.85K | 0.0% | Held | 5 |
| 87 | APD Air Products and Chemicals… | 0.2% | $18.33M | 65.00K | 0.0% | Held | 5 |
| 88 | MMM 3M Company | 0.2% | $18.00M | 118.25K | -59.7% | ▼ Trim | 5 |
| 89 | CARR Carrier Global Corporation | 0.1% | $17.20M | 235.00K | 0.0% | Held | 5 |
| 90 | RNR RenaissanceRe Holdings Ltd. | 0.1% | $17.00M | 70.00K | 0.0% | Held | 5 |
| 91 | MAR Marriott International, Inc. | 0.1% | $16.46M | 60.25K | +15.9% | ▲ Add | 5 |
| 92 | WFC Wells Fargo & Company | 0.1% | $16.38M | 204.45K | 0.0% | Held | 5 |
| 93 | SEIC SEI Investments Company | 0.1% | $15.56M | 173.20K | 0.0% | Held | 5 |
| 94 | CHH Choice Hotels… | 0.1% | $14.65M | 115.50K | 0.0% | Held | 5 |
| 95 | TGT Target Corporation | 0.1% | $13.12M | 133.00K | 0.0% | Held | 5 |
| 96 | BF-B Brown-Forman Corporation | 0.1% | $12.76M | 474.19K | 0.0% | Held | 5 |
| 97 | PEP PepsiCo, Inc. | 0.1% | $12.70M | 96.21K | 0.0% | Held | 5 |
| 98 | SHOP Shopify Inc. | 0.1% | $11.85M | 102.75K | 0.0% | Held | 5 |
| 99 | UBER Uber Technologies, Inc. | 0.1% | $11.52M | 123.50K | +1.2% | ▲ Add | 5 |
| 100 | OTIS Otis Worldwide Corporation | 0.1% | $11.35M | 114.62K | 0.0% | Held | 5 |
| 101 | SMG The Scotts Miracle-Gro… | 0.1% | $11.08M | 168.00K | 0.0% | Held | 5 |
| 102 | BNY Bank of New York Mellon Corp | 0.1% | $11.07M | 121.50K | 0.0% | Held | 5 |
| 103 | HXL Hexcel Corporation | 0.1% | $10.68M | 189.00K | 0.0% | Held | 5 |
| 104 | KMX CarMax, Inc. | 0.1% | $9.17M | 136.50K | 0.0% | Held | 5 |
| 105 | HSY The Hershey Company | 0.1% | $9.04M | 54.50K | 0.0% | Held | 5 |
| 106 | TRU TransUnion | 0.1% | $8.89M | 101.05K | 0.0% | Held | 5 |
| 107 | SONY Sony Group Corporation | 0.1% | $8.72M | 335.00K | 0.0% | Held | 5 |
| 108 | UNH UnitedHealth Group… | 0.1% | $8.27M | 26.50K | -5.4% | ▼ Trim | 5 |
| 109 | NSP Insperity, Inc. | 0.1% | $7.92M | 131.73K | 0.0% | Held | 5 |
| 110 | IQV IQVIA Holdings Inc. | 0.1% | $7.82M | 49.64K | -15.5% | ▼ Trim | 5 |
| 111 | OI O-I Glass, Inc. | 0.1% | $6.98M | 473.70K | -45.8% | ▼ Trim | 5 |
| 112 | FIX Comfort Systems USA, Inc. | 0.1% | $6.97M | 13.00K | 0.0% | Held | 5 |
| 113 | CME CME Group Inc. | 0.1% | $6.20M | 22.50K | +136.8% | ▲ Add | 3 |
| 114 | EMN Eastman Chemical Company | 0.0% | $5.60M | 74.95K | 0.0% | Held | 5 |
| 115 | ADBE Adobe Inc. | 0.0% | $5.42M | 14.00K | Novo | New | 1 |
| 116 | HII Huntington Ingalls… | 0.0% | $4.95M | 20.50K | +13.9% | ▲ Add | 3 |
| 117 | GHC Graham Holdings Company | 0.0% | $4.92M | 5.20K | 0.0% | Held | 5 |
| 118 | CE Celanese Corporation | 0.0% | $4.50M | 81.30K | 0.0% | Held | 5 |
| 119 | WRB W. R. Berkley Corporation | 0.0% | $4.46M | 60.75K | 0.0% | Held | 5 |
| 120 | CBOE Cboe Global Markets, Inc. | 0.0% | $4.43M | 19.00K | +216.7% | ▲ Add | 2 |
| 121 | GPK Graphic Packaging Holding… | 0.0% | $3.67M | 174.00K | -62.3% | ▼ Trim | 5 |
| 122 | AMAT Applied Materials, Inc. | 0.0% | $3.02M | 16.50K | Novo | New | 1 |
| 123 | MGM MGM Resorts International | 0.0% | $3.01M | 87.50K | +2.3% | ▲ Add | 3 |
| 124 | AYI Acuity Brands, Inc. | 0.0% | $2.91M | 9.75K | 0.0% | Held | 3 |
| 125 | BALL Ball Corporation | 0.0% | $2.86M | 51.00K | 0.0% | Held | 5 |
| 126 | WTW Willis Towers Watson Public… | 0.0% | $2.64M | 8.63K | 0.0% | Held | 5 |
| 127 | DPZ Domino's Pizza, Inc. | 0.0% | $2.48M | 5.50K | 0.0% | Held | 4 |
| 128 | IT Gartner, Inc. | 0.0% | $2.30M | 5.70K | 0.0% | Held | 5 |
| 129 | INTU Intuit Inc. | 0.0% | $2.14M | 2.72K | 0.0% | Held | 5 |
| 130 | CSX CSX Corporation | 0.0% | $2.12M | 65.00K | Novo | New | 1 |
| 131 | EXP Eagle Materials Inc. | 0.0% | $1.82M | 9.00K | +157.1% | ▲ Add | 2 |
| 132 | SYY Sysco Corporation | 0.0% | $1.82M | 24.00K | +166.7% | ▲ Add | 2 |
| 133 | BC Brunswick Corporation | 0.0% | $1.63M | 29.50K | 0.0% | Held | 4 |
| 134 | CSGP CoStar Group, Inc. | 0.0% | $1.50M | 18.60K | 0.0% | Held | 5 |
| 135 | EL The Estée Lauder Companies… | 0.0% | $1.21M | 15.00K | 0.0% | Held | 4 |
| 136 | ICE Intercontinental Exchange… | 0.0% | $939,366 | 5.12K | 0.0% | Held | 5 |
| 137 | BUD Anheuser-Busch InBev SA/NV | 0.0% | $755,920 | 11.00K | 0.0% | Held | 5 |
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 |
|---|---|---|---|---|---|---|
| ADBE Adobe Inc. | 14.00K | n/a | Novo | $5.42M | 0.0% | |
| AMAT Applied Materials, Inc. | 16.50K | n/a | Novo | $3.02M | 0.0% | |
| CSX CSX Corporation | 65.00K | n/a | Novo | $2.12M | 0.0% |
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| DE Deere & Company | 877.90K | 877.70K | 0.0% | $446.40M | 3.8% | ●●●●○○ |
| MSFT Microsoft Corporation | 527.48K | 522.73K | +0.9% | $262.37M | 2.2% | ●●●●○○ |
| META Meta Platforms, Inc. | 280.28K | 280.08K | +0.1% | $206.87M | 1.7% | ●●●●○○ |
| LPLA LPL Financial Holdings… | 544.60K | 539.10K | +1.0% | $204.21M | 1.7% | ●●●●○○ |
| MRSH Marsh & McLennan… | 748.75K | 743.50K | +0.7% | $163.71M | 1.4% | ●●●●○○ |
| LOW Lowe's Companies, Inc. | 717.23K | 708.23K | +1.3% | $159.13M | 1.3% | ●●●●○○ |
| NVO Novo Nordisk A/S | 2.26M | 2.15M | +5.0% | $155.89M | 1.3% | |
| CAT Caterpillar Inc. | 328.65K | 328.05K | +0.2% | $127.59M | 1.1% | ●●●●○○ |
| GOOGL Alphabet Inc. | 572.00K | 557.00K | +2.7% | $100.80M | 0.9% | ●●○○○○ |
| FNV Franco-Nevada… | 569.50K | 525.25K | +8.4% | $93.35M | 0.8% | ●●●●○○ |
| NVR NVR, Inc. | 11.90K | 11.88K | +0.1% | $87.87M | 0.7% | ●●●●○○ |
| LIN Linde plc | 186.60K | 181.00K | +3.1% | $87.55M | 0.7% | ●●●●○○ |
| ADM Archer-Daniels-Midland… | 1.57M | 1.55M | +1.4% | $83.07M | 0.7% | ●●●○○○ |
| ROL Rollins, Inc. | 1.47M | 1.46M | +0.5% | $82.90M | 0.7% | |
| NSC Norfolk Southern… | 236.50K | 229.50K | +3.0% | $60.54M | 0.5% | |
| ODFL Old Dominion Freight… | 342.45K | 313.20K | +9.3% | $55.58M | 0.5% | ●●●●○○ |
| AON Aon plc | 129.80K | 129.45K | +0.3% | $46.31M | 0.4% | ●●●●○○ |
| TSN Tyson Foods, Inc. | 816.00K | 798.50K | +2.2% | $45.65M | 0.4% | |
| THG The Hanover Insurance… | 281.00K | 280.00K | +0.4% | $47.73M | 0.4% | ●●●●○○ |
| YUM Yum! Brands, Inc. | 226.45K | 225.45K | +0.4% | $33.56M | 0.3% | ●●●●○○ |
| NKE NIKE, Inc. | 447.40K | 445.40K | +0.5% | $31.78M | 0.3% | ●●●●○○ |
| FERG Ferguson plc | 134.50K | 123.00K | +9.3% | $29.29M | 0.2% | ●●●●○○ |
| LMT Lockheed Martin… | 62.26K | 61.46K | +1.3% | $28.84M | 0.2% | ●●○○○○ |
| ABNB Airbnb, Inc. | 212.00K | 183.82K | +15.3% | $28.06M | 0.2% | ●●●●○○ |
| HCA HCA Healthcare, Inc. | 68.96K | 62.00K | +11.2% | $26.42M | 0.2% | ●●●●○○ |
| CSCO Cisco Systems, Inc. | 349.50K | 342.00K | +2.2% | $24.25M | 0.2% | |
| TMO Thermo Fisher… | 49.55K | 45.00K | +10.1% | $20.09M | 0.2% | ●●●●○○ |
| UNP Union Pacific… | 97.28K | 85.78K | +13.4% | $22.38M | 0.2% | |
| LAMR Lamar Advertising… | 158.00K | 137.00K | +15.3% | $19.17M | 0.2% | ●●●●○○ |
| MAR Marriott International… | 60.25K | 52.00K | +15.9% | $16.46M | 0.1% | ●●●●○○ |
| UBER Uber Technologies, Inc. | 123.50K | 122.00K | +1.2% | $11.52M | 0.1% | ●●●●○○ |
| CME CME Group Inc. | 22.50K | 9.50K | +136.8% | $6.20M | 0.1% | ●●●○○○ |
| HII Huntington Ingalls… | 20.50K | 18.00K | +13.9% | $4.95M | 0.0% | ●●●○○○ |
| CBOE Cboe Global Markets… | 19.00K | 6.00K | +216.7% | $4.43M | 0.0% | ●●○○○○ |
| MGM MGM Resorts… | 87.50K | 85.50K | +2.3% | $3.01M | 0.0% | ●●●○○○ |
| EXP Eagle Materials Inc. | 9.00K | 3.50K | +157.1% | $1.82M | 0.0% | ●●○○○○ |
| SYY Sysco Corporation | 24.00K | 9.00K | +166.7% | $1.82M | 0.0% | ●●○○○○ |
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| WSO Watsco, Inc. | 565.17K | 590.50K | -4.3% | $249.59M | 2.1% | |
| MMM 3M Company | 118.25K | 293.75K | -59.7% | $18.00M | 0.2% | |
| UNH UnitedHealth Group… | 26.50K | 28.01K | -5.4% | $8.27M | 0.1% | |
| GPK Graphic Packaging… | 174.00K | 461.23K | -62.3% | $3.67M | 0.0% | |
| IQV IQVIA Holdings Inc. | 49.64K | 58.73K | -15.5% | $7.82M | 0.1% | |
| OI O-I Glass, Inc. | 473.70K | 874.10K | -45.8% | $6.98M | 0.1% |
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| CABO Cable One, Inc. | n/a | 11.90K | Saída | $3.16M | 0.0% |
Idade da posição
30–1 trimestres
122–4 trimestres
1225–8 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: Q2 2025 · último registro Jul 31, 2026 ·
Metodologia de variação