Registro del gestor · ✦ seleccionado · trimestre archivado
Markel Group
Insurance holding company · Glen Allen, VA · CIK 1096343 · Declaraciones EDGAR ↗
Buffett-style equity book inside an insurer.
$12.54BValor 13F declarado
205Posiciones
42.0%Ponderación del top 10
37.60Posiciones efectivas
3.3%Rotación est.
+1Nuevo
−2Cierres
El valor del portfolio 13F reportado cubre solo las posiciones largas reportables en EE. UU., no efectivo, bonos, posiciones cortas ni tenencias fuera de EE. UU. No equivale a activos bajo gestión.
Exposición sectorial
Servicios financieros
45.3% (-0.5pp)
Industria
13.6% (-0.3pp)
Servicios de comunicación
11.9% (+1.3pp)
Consumo cíclico
10.2% (-0.5pp)
Tecnología
9.2% (-0.3pp)
Consumo defensivo
3.8% (+0.0pp)
Salud
2.9% (+0.3pp)
Materiales básicos
2.9% (-0.1pp)
Inmobiliario
0.2% (+0.0pp)
Energía
0.0% (+0.0pp)
Participación sobre el valor declarado de renta variable ordinaria; (±pp) respecto al trimestre anterior.
El portafolio · Q4 2025
| # | Valor | Ponderación | Valor | Acciones | Δ acciones | Mantenida | |
|---|---|---|---|---|---|---|---|
| 1 | GOOG Alphabet Inc. | 6.9% | $862.91M | 2.75M | 0.0% | Held | 7 |
| 2 | BRK-A Berkshire Hathaway Inc. | 6.7% | $840.85M | 1.11K | 0.0% | Held | 7 |
| 3 | BRK-B Berkshire Hathaway Inc. | 6.1% | $770.05M | 1.53M | 0.0% | Held | 7 |
| 4 | BN Brookfield Corporation | 4.8% | $599.95M | 13.07M | 0.0% ✂ | Held | 7 |
| 5 | AMZN Amazon.com, Inc. | 3.7% | $468.74M | 2.03M | 0.0% | Held | 7 |
| 6 | DE Deere & Company | 3.3% | $408.72M | 877.90K | 0.0% | Held | 7 |
| 7 | V Visa Inc. | 2.8% | $350.46M | 999.28K | 0.0% | Held | 7 |
| 8 | AAPL Apple Inc. | 2.7% | $333.65M | 1.23M | 0.0% | Held | 7 |
| 9 | HD The Home Depot, Inc. | 2.5% | $316.57M | 920.00K | 0.0% | Held | 7 |
| 10 | GS The Goldman Sachs Group… | 2.5% | $315.88M | 359.36K | 0.0% | Held | 7 |
| 11 | ADI Analog Devices, Inc. | 2.2% | $277.50M | 1.02M | -12.4% | ▼ Trim | 7 |
| 12 | MSFT Microsoft Corporation | 2.1% | $259.07M | 535.68K | +0.7% | ▲ Add | 7 |
| 13 | BLK BlackRock, Inc. | 1.9% | $235.69M | 220.20K | 0.0% | Held | 7 |
| 14 | DIS The Walt Disney Company | 1.8% | $231.14M | 2.03M | 0.0% | Held | 7 |
| 15 | LPLA LPL Financial Holdings Inc. | 1.6% | $200.00M | 559.95K | +1.2% | ▲ Add | 7 |
| 16 | WSO Watsco, Inc. | 1.6% | $194.65M | 577.67K | +2.2% | ▲ Add | 7 |
| 17 | BX Blackstone Inc. | 1.5% | $189.44M | 1.23M | 0.0% | Held | 7 |
| 18 | CAT Caterpillar Inc. | 1.5% | $188.27M | 328.65K | 0.0% | Held | 7 |
| 19 | KKR KKR & Co. Inc. | 1.5% | $185.08M | 1.45M | 0.0% | Held | 7 |
| 20 | AXP American Express Company | 1.4% | $180.72M | 488.50K | +0.9% | ▲ Add | 7 |
| 21 | GOOGL Alphabet Inc. | 1.4% | $179.04M | 572.00K | 0.0% | Held | 7 |
| 22 | LOW Lowe's Companies, Inc. | 1.4% | $177.13M | 734.48K | +1.1% | ▲ Add | 7 |
| 23 | PGR The Progressive Corporation | 1.4% | $171.64M | 753.75K | 0.0% | Held | 7 |
| 24 | META Meta Platforms, Inc. | 1.3% | $163.90M | 248.30K | -11.4% | ▼ Trim | 7 |
| 25 | RLI RLI Corp. | 1.2% | $153.20M | 2.39M | 0.0% | Held | 7 |
| 26 | APO Apollo Global Management… | 1.2% | $146.57M | 1.01M | 0.0% | Held | 7 |
| 27 | NVO Novo Nordisk A/S | 1.2% | $146.01M | 2.87M | +21.2% | ▲ Add | 7 |
| 28 | FNV Franco-Nevada Corporation | 1.1% | $141.68M | 683.50K | +12.9% | ▲ Add | 7 |
| 29 | MRSH Marsh & McLennan Companies… | 1.1% | $141.32M | 761.75K | +0.9% | ▲ Add | 7 |
| 30 | SCHW The Charles Schwab… | 1.1% | $137.46M | 1.38M | +0.8% | ▲ Add | 7 |
| 31 | GD General Dynamics Corporation | 1.0% | $131.63M | 391.00K | 0.0% | Held | 7 |
| 32 | JNJ Johnson & Johnson | 1.0% | $126.41M | 610.80K | 0.0% | Held | 7 |
| 33 | TXN Texas Instruments… | 1.0% | $125.61M | 724.00K | 0.0% | Held | 7 |
| 34 | MA Mastercard Incorporated | 0.9% | $118.48M | 207.54K | 0.0% | Held | 7 |
| 35 | DEO Diageo plc | 0.9% | $118.34M | 1.37M | +0.4% | ▲ Add | 7 |
| 36 | DG Dollar General Corporation | 0.9% | $115.41M | 869.25K | 0.0% | Held | 7 |
| 37 | BAM Brookfield Asset Management… | 0.9% | $114.94M | 2.19M | 0.0% | Held | 7 |
| 38 | MCO Moody's Corporation | 0.9% | $109.27M | 213.89K | 0.0% | Held | 7 |
| 39 | HEI-A HEICO Corporation | 0.8% | $95.83M | 379.64K | 0.0% | Held | 7 |
| 40 | ROL Rollins, Inc. | 0.7% | $89.37M | 1.49M | +0.9% | ▲ Add | 7 |
| 41 | NVR NVR, Inc. | 0.7% | $87.56M | 12.01K | +0.9% | ▲ Add | 7 |
| 42 | ADM Archer-Daniels-Midland… | 0.7% | $86.57M | 1.51M | 0.0% | Held | 7 |
| 43 | LIN Linde plc | 0.7% | $85.32M | 200.10K | +3.8% | ▲ Add | 7 |
| 44 | MSCI MSCI Inc. | 0.7% | $81.96M | 142.85K | 0.0% | Held | 7 |
| 45 | JPM JPMorgan Chase & Co. | 0.6% | $81.38M | 252.55K | 0.0% | Held | 7 |
| 46 | ITW Illinois Tool Works Inc. | 0.6% | $80.66M | 327.50K | 0.0% | Held | 7 |
| 47 | NSC Norfolk Southern Corporation | 0.6% | $78.96M | 273.50K | +6.6% | ▲ Add | 7 |
| 48 | SPGI S&P Global Inc. | 0.6% | $78.75M | 150.69K | 0.0% | Held | 7 |
| 49 | CG The Carlyle Group Inc. | 0.6% | $78.44M | 1.33M | 0.0% | Held | 7 |
| 50 | ECL Ecolab Inc. | 0.6% | $72.01M | 274.30K | 0.0% | Held | 7 |
| 51 | ODFL Old Dominion Freight Line… | 0.5% | $66.11M | 421.65K | +17.5% | ▲ Add | 7 |
| 52 | ROK Rockwell Automation, Inc. | 0.5% | $60.27M | 154.90K | 0.0% | Held | 7 |
| 53 | ITIC INVESTORS TITLE CO NC | 0.4% | $53.25M | 213.30K | 0.0% | Held | 7 |
| 54 | SBUX Starbucks Corporation | 0.4% | $52.53M | 623.82K | 0.0% | Held | 7 |
| 55 | TSN Tyson Foods, Inc. | 0.4% | $51.85M | 884.50K | +4.2% | ▲ Add | 7 |
| 56 | THG The Hanover Insurance… | 0.4% | $51.36M | 281.00K | 0.0% | Held | 7 |
| 57 | AON Aon plc | 0.4% | $47.30M | 134.05K | +3.3% | ▲ Add | 7 |
| 58 | ACN Accenture plc | 0.3% | $42.77M | 159.40K | 0.0% | Held | 7 |
| 59 | HGTY Hagerty, Inc. | 0.3% | $41.77M | 3.11M | 0.0% | Held | 7 |
| 60 | RTX RTX Corporation | 0.3% | $41.08M | 224.00K | 0.0% | Held | 7 |
| 61 | HCA HCA Healthcare, Inc. | 0.3% | $37.67M | 80.68K | +7.3% | ▲ Add | 7 |
| 62 | FERG Ferguson plc | 0.3% | $36.40M | 163.50K | +11.2% | ▲ Add | 6 |
| 63 | TMO Thermo Fisher Scientific… | 0.3% | $36.39M | 62.80K | +12.5% | ▲ Add | 7 |
| 64 | FDS FactSet Research Systems… | 0.3% | $35.37M | 121.87K | +4.4% | ▲ Add | 7 |
| 65 | VRSK Verisk Analytics, Inc. | 0.3% | $34.88M | 155.95K | 0.0% | Held | 7 |
| 66 | YUM Yum! Brands, Inc. | 0.3% | $34.26M | 226.45K | 0.0% | Held | 7 |
| 67 | COST Costco Wholesale Corporation | 0.3% | $33.76M | 39.15K | 0.0% | Held | 7 |
| 68 | UNP Union Pacific Corporation | 0.3% | $32.68M | 141.28K | +11.4% | ▲ Add | 7 |
| 69 | ABNB Airbnb, Inc. | 0.3% | $32.61M | 240.29K | +5.8% | ▲ Add | 6 |
| 70 | ALL The Allstate Corporation | 0.3% | $32.17M | 154.55K | 0.0% | Held | 7 |
| 71 | TROW T. Rowe Price Group, Inc. | 0.3% | $32.15M | 314.00K | 0.0% | Held | 7 |
| 72 | LMT Lockheed Martin Corporation | 0.2% | $31.20M | 64.51K | +3.6% | ▲ Add | 7 |
| 73 | SHW The Sherwin-Williams Company | 0.2% | $30.51M | 94.17K | 0.0% | Held | 7 |
| 74 | CMCSA Comcast Corporation | 0.2% | $28.75M | 961.88K | 0.0% | Held | 7 |
| 75 | NKE NIKE, Inc. | 0.2% | $28.50M | 447.40K | 0.0% | Held | 7 |
| 76 | MAR Marriott International, Inc. | 0.2% | $27.84M | 89.75K | +22.5% | ▲ Add | 7 |
| 77 | CSCO Cisco Systems, Inc. | 0.2% | $27.38M | 355.50K | 0.0% | Held | 7 |
| 78 | URI United Rentals, Inc. | 0.2% | $25.21M | 31.15K | 0.0% | Held | 7 |
| 79 | LAMR Lamar Advertising Company | 0.2% | $23.42M | 185.00K | +8.8% | ▲ Add | 7 |
| 80 | BF-A BROWN FORMAN CORP | 0.2% | $22.18M | 843.00K | 0.0% | Held | 7 |
| 81 | COF Capital One Financial… | 0.2% | $22.05M | 91.00K | 0.0% | Held | 7 |
| 82 | CCK Crown Holdings, Inc. | 0.2% | $21.83M | 212.00K | +11.9% | ▲ Add | 7 |
| 83 | RNR RenaissanceRe Holdings Ltd. | 0.2% | $19.68M | 70.00K | 0.0% | Held | 7 |
| 84 | WFC Wells Fargo & Company | 0.2% | $19.05M | 204.45K | 0.0% | Held | 7 |
| 85 | PM Philip Morris International… | 0.1% | $18.37M | 114.50K | 0.0% | Held | 7 |
| 86 | APD Air Products and Chemicals… | 0.1% | $17.66M | 71.50K | +10.0% | ▲ Add | 7 |
| 87 | PAYX Paychex, Inc. | 0.1% | $16.83M | 150.00K | 0.0% | Held | 7 |
| 88 | SHOP Shopify Inc. | 0.1% | $16.54M | 102.75K | 0.0% | Held | 7 |
| 89 | CSX CSX Corporation | 0.1% | $15.95M | 440.00K | +54.4% | ▲ Add | 3 |
| 90 | EFX Equifax Inc. | 0.1% | $15.81M | 72.85K | 0.0% | Held | 7 |
| 91 | SPOT Spotify Technology S.A. | 0.1% | $15.04M | 25.90K | 0.0% | Held | 7 |
| 92 | SEIC SEI Investments Company | 0.1% | $14.21M | 173.20K | 0.0% | Held | 7 |
| 93 | BNY Bank of New York Mellon Corp | 0.1% | $14.10M | 121.50K | 0.0% | Held | 7 |
| 94 | HXL Hexcel Corporation | 0.1% | $13.97M | 189.00K | 0.0% | Held | 7 |
| 95 | PEP PepsiCo, Inc. | 0.1% | $13.81M | 96.21K | 0.0% | Held | 7 |
| 96 | TGT Target Corporation | 0.1% | $13.00M | 133.00K | 0.0% | Held | 7 |
| 97 | CME CME Group Inc. | 0.1% | $12.49M | 45.75K | +43.0% | ▲ Add | 5 |
| 98 | CARR Carrier Global Corporation | 0.1% | $12.42M | 235.00K | 0.0% | Held | 7 |
| 99 | BF-B Brown-Forman Corporation | 0.1% | $12.36M | 474.19K | 0.0% | Held | 7 |
| 100 | HSY The Hershey Company | 0.1% | $12.28M | 67.50K | +23.9% | ▲ Add | 7 |
| 101 | FIX Comfort Systems USA, Inc. | 0.1% | $12.13M | 13.00K | 0.0% | Held | 7 |
| 102 | UBER Uber Technologies, Inc. | 0.1% | $11.44M | 140.00K | +13.4% | ▲ Add | 7 |
| 103 | CHH Choice Hotels… | 0.1% | $11.00M | 115.50K | 0.0% | Held | 7 |
| 104 | IQV IQVIA Holdings Inc. | 0.1% | $10.57M | 46.90K | 0.0% | Held | 7 |
| 105 | CBOE Cboe Global Markets, Inc. | 0.1% | $10.48M | 41.75K | +46.5% | ▲ Add | 4 |
| 106 | OTIS Otis Worldwide Corporation | 0.1% | $10.01M | 114.62K | 0.0% | Held | 7 |
| 107 | SMG The Scotts Miracle-Gro… | 0.1% | $9.80M | 168.00K | 0.0% | Held | 7 |
| 108 | AMAT Applied Materials, Inc. | 0.1% | $8.76M | 34.10K | +29.9% | ▲ Add | 3 |
| 109 | UNH UnitedHealth Group… | 0.1% | $8.75M | 26.50K | 0.0% | Held | 7 |
| 110 | HII Huntington Ingalls… | 0.1% | $8.67M | 25.50K | +24.4% | ▲ Add | 5 |
| 111 | SONY Sony Group Corporation | 0.1% | $8.58M | 335.00K | 0.0% | Held | 7 |
| 112 | NSP Insperity, Inc. | 0.0% | $5.92M | 152.87K | +16.1% | ▲ Add | 7 |
| 113 | GHC Graham Holdings Company | 0.0% | $5.71M | 5.20K | 0.0% | Held | 7 |
| 114 | KMX CarMax, Inc. | 0.0% | $5.27M | 136.50K | 0.0% | Held | 7 |
| 115 | EMN Eastman Chemical Company | 0.0% | $4.78M | 74.95K | 0.0% | Held | 7 |
| 116 | XONA.DE Exxon Mobil Corporation | 0.0% | $4.57M | 38.00K | +1166.7% | ▲ Add | 2 |
| 117 | CNI Canadian National Railway… | 0.0% | $4.40M | 44.50K | +78.0% | ▲ Add | 2 |
| 118 | WRB W. R. Berkley Corporation | 0.0% | $4.26M | 60.75K | 0.0% | Held | 7 |
| 119 | CP Canadian Pacific Kansas… | 0.0% | $3.72M | 50.50K | +62.9% | ▲ Add | 2 |
| 120 | BC Brunswick Corporation | 0.0% | $3.54M | 47.75K | +42.5% | ▲ Add | 6 |
| 121 | AYI Acuity Brands, Inc. | 0.0% | $3.51M | 9.75K | 0.0% | Held | 5 |
| 122 | ICE Intercontinental Exchange… | 0.0% | $3.38M | 20.87K | +271.4% | ▲ Add | 7 |
| 123 | MGM MGM Resorts International | 0.0% | $3.19M | 87.50K | 0.0% | Held | 5 |
| 124 | EXP Eagle Materials Inc. | 0.0% | $3.05M | 14.75K | 0.0% | Held | 4 |
| 125 | DPZ Domino's Pizza, Inc. | 0.0% | $2.29M | 5.50K | 0.0% | Held | 6 |
| 126 | SYY Sysco Corporation | 0.0% | $2.25M | 30.50K | 0.0% | Held | 4 |
| 127 | BRO Brown & Brown, Inc. | 0.0% | $876,700 | 11.00K | Nuevo | New | 1 |
| 128 | TRU TransUnion | 0.0% | $171,500 | 2.00K | -98.0% | ▼ Trim | 7 |
Solo posiciones de acciones ordinarias (SH); las líneas de opciones están en la pestaña Opciones y nunca se netean. ✂ = cambio calculado respecto a las acciones previas ajustadas por splits. "Mantenido N+" = mantenido cada trimestre en nuestra ventana, posiblemente más.
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| BRO Brown & Brown, Inc. | 11.00K | n/a | Nuevo | $876,700 | 0.0% |
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation | 535.68K | 532.08K | +0.7% | $259.07M | 2.1% | ●●●●●● |
| WSO Watsco, Inc. | 577.67K | 565.17K | +2.2% | $194.65M | 1.6% | |
| LPLA LPL Financial Holdings… | 559.95K | 553.32K | +1.2% | $200.00M | 1.6% | ●●●●●● |
| LOW Lowe's Companies, Inc. | 734.48K | 726.73K | +1.1% | $177.13M | 1.4% | ●●●●●● |
| AXP American Express Company | 488.50K | 484.25K | +0.9% | $180.72M | 1.4% | |
| MRSH Marsh & McLennan… | 761.75K | 755.00K | +0.9% | $141.32M | 1.1% | ●●●●●● |
| NVO Novo Nordisk A/S | 2.87M | 2.37M | +21.2% | $146.01M | 1.2% | ●●●○○○ |
| FNV Franco-Nevada… | 683.50K | 605.50K | +12.9% | $141.68M | 1.1% | ●●●●●● |
| SCHW The Charles Schwab… | 1.38M | 1.36M | +0.8% | $137.46M | 1.1% | |
| DEO Diageo plc | 1.37M | 1.37M | +0.4% | $118.34M | 0.9% | |
| NVR NVR, Inc. | 12.01K | 11.90K | +0.9% | $87.56M | 0.7% | |
| LIN Linde plc | 200.10K | 192.85K | +3.8% | $85.32M | 0.7% | ●●●●●● |
| ROL Rollins, Inc. | 1.49M | 1.48M | +0.9% | $89.37M | 0.7% | ●●●○○○ |
| NSC Norfolk Southern… | 273.50K | 256.50K | +6.6% | $78.96M | 0.6% | ●●●○○○ |
| ODFL Old Dominion Freight… | 421.65K | 358.75K | +17.5% | $66.11M | 0.5% | ●●●●●● |
| TSN Tyson Foods, Inc. | 884.50K | 848.50K | +4.2% | $51.85M | 0.4% | ●●●○○○ |
| AON Aon plc | 134.05K | 129.80K | +3.3% | $47.30M | 0.4% | |
| HCA HCA Healthcare, Inc. | 80.68K | 75.21K | +7.3% | $37.67M | 0.3% | ●●●●●● |
| FERG Ferguson plc | 163.50K | 147.00K | +11.2% | $36.40M | 0.3% | ●●●●●● |
| TMO Thermo Fisher… | 62.80K | 55.80K | +12.5% | $36.39M | 0.3% | ●●●●●● |
| FDS FactSet Research… | 121.87K | 116.72K | +4.4% | $35.37M | 0.3% | |
| UNP Union Pacific… | 141.28K | 126.78K | +11.4% | $32.68M | 0.3% | ●●●○○○ |
| ABNB Airbnb, Inc. | 240.29K | 227.13K | +5.8% | $32.61M | 0.3% | ●●●●●● |
| LMT Lockheed Martin… | 64.51K | 62.26K | +3.6% | $31.20M | 0.2% | |
| MAR Marriott International… | 89.75K | 73.25K | +22.5% | $27.84M | 0.2% | ●●●●●● |
| LAMR Lamar Advertising… | 185.00K | 170.00K | +8.8% | $23.42M | 0.2% | ●●●●●● |
| CCK Crown Holdings, Inc. | 212.00K | 189.50K | +11.9% | $21.83M | 0.2% | |
| APD Air Products and… | 71.50K | 65.00K | +10.0% | $17.66M | 0.1% | |
| CSX CSX Corporation | 440.00K | 285.00K | +54.4% | $15.95M | 0.1% | ●●●○○○ |
| CME CME Group Inc. | 45.75K | 32.00K | +43.0% | $12.49M | 0.1% | ●●●●●○ |
| HSY The Hershey Company | 67.50K | 54.50K | +23.9% | $12.28M | 0.1% | |
| UBER Uber Technologies, Inc. | 140.00K | 123.50K | +13.4% | $11.44M | 0.1% | |
| CBOE Cboe Global Markets… | 41.75K | 28.50K | +46.5% | $10.48M | 0.1% | ●●●●○○ |
| AMAT Applied Materials, Inc. | 34.10K | 26.25K | +29.9% | $8.76M | 0.1% | ●●●○○○ |
| HII Huntington Ingalls… | 25.50K | 20.50K | +24.4% | $8.67M | 0.1% | |
| NSP Insperity, Inc. | 152.87K | 131.73K | +16.1% | $5.92M | 0.0% | |
| XONA.DE Exxon Mobil Corporation | 38.00K | 3.00K | +1166.7% | $4.57M | 0.0% | ●●○○○○ |
| CNI Canadian National… | 44.50K | 25.00K | +78.0% | $4.40M | 0.0% | ●●○○○○ |
| CP Canadian Pacific Kansas… | 50.50K | 31.00K | +62.9% | $3.72M | 0.0% | ●●○○○○ |
| BC Brunswick Corporation | 47.75K | 33.50K | +42.5% | $3.54M | 0.0% | ●●○○○○ |
| ICE Intercontinental… | 20.87K | 5.62K | +271.4% | $3.38M | 0.0% | ●●○○○○ |
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| ADI Analog Devices, Inc. | 1.02M | 1.17M | -12.4% | $277.50M | 2.2% | |
| META Meta Platforms, Inc. | 248.30K | 280.28K | -11.4% | $163.90M | 1.3% | |
| TRU TransUnion | 2.00K | 101.05K | -98.0% | $171,500 | 0.0% |
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| FDX FedEx Corporation | n/a | 213.00K | Salida | $50.23M | 0.4% | |
| ADBE Adobe Inc. | n/a | 14.00K | Salida | $4.94M | 0.0% |
Antigüedad de la posición
10–1 trimestres
82–4 trimestres
1195–8 trimestres
Trimestres consecutivos en que cada posición actual ha sido reportada, dentro de nuestra ventana de datos.
Gestores similares
| Gestor | Posiciones comunes | Superposición de nombres | Similitud 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 ⇄ |
Similitud basada solo en posiciones largas reportadas; las coberturas y los activos fuera del 13F son invisibles. Metodología
Historial de declaraciones
Jul 31 2026
13F-HR · período Q2 2026
$13.13B · 205 posiciones listadas · Ver presentación original ante la SEC ↗
May 01 2026
13F-HR · período Q1 2026
$11.94B · 205 posiciones listadas · Ver presentación original ante la SEC ↗
Feb 06 2026
13F-HR · período Q4 2025
$12.54B · 205 posiciones listadas · Ver presentación original ante la SEC ↗
Oct 31 2025
13F-HR · período Q3 2025
$12.32B · 208 posiciones listadas · Ver presentación original ante la SEC ↗
Aug 01 2025
13F-HR · período Q2 2025
$11.83B · 218 posiciones listadas · Ver presentación original ante la SEC ↗
May 02 2025
13F-HR · período Q1 2025
$11.26B · 217 posiciones listadas · Ver presentación original ante la SEC ↗
Feb 07 2025
13F-HR · período Q4 2024
$11.34B · 214 posiciones listadas · Ver presentación original ante la SEC ↗
Nov 01 2024
13F-HR · período Q3 2024
$11.11B · 216 posiciones listadas · Ver presentación original ante la SEC ↗
Aug 02 2024
13F-HR · período Q2 2024
$10.17B · 222 posiciones listadas · Ver presentación original ante la SEC ↗
Procedencia: Todas las posiciones analizadas de las tablas de información 13F de este gestor en SEC EDGAR; valores tal como se declararon, en USD enteros. Los cambios comparan la última versión aceptada de cada trimestre (enmiendas incorporadas) sobre recuentos de acciones ajustados por splits.
Período de reporte: Q4 2025 · última presentación Jul 31, 2026 ·
Metodología de cambios