Hồ sơ lưu nhà quản lý · ✦ được tuyển chọn · quý lưu trữ
Markel Group
Insurance holding company · Glen Allen, VA · CIK 1096343 · Hồ sơ EDGAR ↗
Buffett-style equity book inside an insurer.
$11.94BGiá trị 13F được báo cáo
205Vị thế
42.0%Tỷ trọng top 10
38.00Danh mục nắm giữ hiệu lực
4.1%Doanh thu ước tính
+4Mới
−3Thoát vị thế
Giá trị danh mục 13F được báo cáo chỉ bao gồm các vị thế long có thể báo cáo tại Mỹ, không bao gồm tiền mặt, trái phiếu, vị thế short hay tài sản ngoài Mỹ. Đây không phải là tài sản đang quản lý.
Mức độ phơi lộ theo ngành
Dịch vụ tài chính
42.4% (-2.9pp)
Công nghiệp
16.2% (+2.6pp)
Dịch vụ Truyền thông
11.2% (-0.7pp)
Hàng tiêu dùng chu kỳ
10.1% (-0.1pp)
Công nghệ
9.3% (+0.1pp)
Hàng tiêu dùng thiết yếu
4.0% (+0.2pp)
Vật liệu Cơ bản
3.5% (+0.6pp)
Chăm sóc sức khỏe
2.9% (+0.0pp)
Bất động sản
0.2% (+0.0pp)
Năng lượng
0.1% (+0.1pp)
Tỷ trọng trong tổng giá trị vốn cổ phần phổ thông đã báo cáo; (±pp) so với quý trước.
Danh mục đầu tư · Q1 2026
| # | Chứng khoán | Tỷ trọng | Giá trị | Cổ phần | Δ cổ phần | Đang nắm giữ | |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A Berkshire Hathaway Inc. | 6.7% | $800.01M | 1.11K | 0.0% | Held | 8 |
| 2 | GOOG Alphabet Inc. | 6.6% | $788.82M | 2.75M | 0.0% | Held | 8 |
| 3 | BRK-B Berkshire Hathaway Inc. | 6.1% | $734.12M | 1.53M | 0.0% | Held | 8 |
| 4 | BN Brookfield Corporation | 4.4% | $529.09M | 13.07M | 0.0% | Held | 8 |
| 5 | DE Deere & Company | 4.1% | $494.52M | 877.90K | 0.0% | Held | 8 |
| 6 | AMZN Amazon.com, Inc. | 3.5% | $422.95M | 2.03M | 0.0% | Held | 8 |
| 7 | ADI Analog Devices, Inc. | 2.7% | $325.54M | 1.02M | 0.0% | Held | 8 |
| 8 | AAPL Apple Inc. | 2.6% | $311.47M | 1.23M | 0.0% | Held | 8 |
| 9 | GS The Goldman Sachs Group… | 2.5% | $304.01M | 359.36K | 0.0% | Held | 8 |
| 10 | V Visa Inc. | 2.5% | $303.55M | 1.00M | +0.5% | ▲ Add | 8 |
| 11 | HD The Home Depot, Inc. | 2.5% | $302.58M | 920.00K | 0.0% | Held | 8 |
| 12 | CAT Caterpillar Inc. | 1.9% | $232.84M | 328.65K | 0.0% | Held | 8 |
| 13 | WSO Watsco, Inc. | 1.8% | $211.79M | 582.17K | +0.8% | ▲ Add | 8 |
| 14 | BLK BlackRock, Inc. | 1.8% | $211.77M | 220.20K | 0.0% | Held | 8 |
| 15 | MSFT Microsoft Corporation | 1.7% | $199.01M | 537.63K | +0.4% | ▲ Add | 8 |
| 16 | DIS The Walt Disney Company | 1.6% | $195.81M | 2.03M | 0.0% | Held | 8 |
| 17 | FNV Franco-Nevada Corporation | 1.5% | $175.03M | 708.50K | +3.7% | ▲ Add | 8 |
| 18 | LOW Lowe's Companies, Inc. | 1.5% | $174.49M | 738.48K | +0.5% | ▲ Add | 8 |
| 19 | LPLA LPL Financial Holdings Inc. | 1.4% | $168.45M | 559.95K | 0.0% | Held | 8 |
| 20 | GOOGL Alphabet Inc. | 1.4% | $164.48M | 572.00K | 0.0% | Held | 8 |
| 21 | PGR The Progressive Corporation | 1.3% | $149.42M | 753.75K | 0.0% | Held | 8 |
| 22 | JNJ Johnson & Johnson | 1.3% | $149.30M | 610.80K | 0.0% | Held | 8 |
| 23 | AXP American Express Company | 1.2% | $148.35M | 490.45K | +0.4% | ▲ Add | 8 |
| 24 | META Meta Platforms, Inc. | 1.2% | $142.06M | 248.30K | 0.0% | Held | 8 |
| 25 | BX Blackstone Inc. | 1.2% | $141.32M | 1.23M | 0.0% | Held | 8 |
| 26 | TXN Texas Instruments… | 1.2% | $140.56M | 724.00K | 0.0% | Held | 8 |
| 27 | RLI RLI Corp. | 1.1% | $136.58M | 2.39M | 0.0% | Held | 8 |
| 28 | KKR KKR & Co. Inc. | 1.1% | $134.29M | 1.45M | 0.0% | Held | 8 |
| 29 | GD General Dynamics Corporation | 1.1% | $134.20M | 391.00K | 0.0% | Held | 8 |
| 30 | MRSH Marsh & McLennan Companies… | 1.1% | $132.43M | 763.50K | +0.2% | ▲ Add | 8 |
| 31 | SCHW The Charles Schwab… | 1.1% | $130.05M | 1.38M | +0.6% | ▲ Add | 8 |
| 32 | APO Apollo Global Management… | 0.9% | $112.81M | 1.01M | 0.0% | Held | 8 |
| 33 | ADM Archer-Daniels-Midland… | 0.9% | $109.46M | 1.51M | 0.0% | Held | 8 |
| 34 | NVO Novo Nordisk A/S | 0.9% | $105.46M | 2.87M | 0.0% | Held | 8 |
| 35 | MA Mastercard Incorporated | 0.9% | $103.70M | 207.54K | 0.0% | Held | 8 |
| 36 | DG Dollar General Corporation | 0.9% | $103.21M | 869.25K | 0.0% | Held | 8 |
| 37 | DEO Diageo plc | 0.9% | $102.16M | 1.37M | 0.0% | ▲ Add | 8 |
| 38 | LIN Linde plc | 0.8% | $101.43M | 204.60K | +2.2% | ▲ Add | 8 |
| 39 | BAM Brookfield Asset Management… | 0.8% | $97.52M | 2.19M | 0.0% | Held | 8 |
| 40 | MCO Moody's Corporation | 0.8% | $93.31M | 213.89K | 0.0% | Held | 8 |
| 41 | ITW Illinois Tool Works Inc. | 0.7% | $85.24M | 327.50K | 0.0% | Held | 8 |
| 42 | ODFL Old Dominion Freight Line… | 0.7% | $83.86M | 429.15K | +1.8% | ▲ Add | 8 |
| 43 | NSC Norfolk Southern Corporation | 0.7% | $81.08M | 282.50K | +3.3% | ▲ Add | 8 |
| 44 | HEI-A HEICO Corporation | 0.7% | $80.14M | 379.64K | 0.0% | Held | 8 |
| 45 | ROL Rollins, Inc. | 0.7% | $80.01M | 1.50M | +0.6% | ▲ Add | 8 |
| 46 | NVR NVR, Inc. | 0.7% | $79.65M | 12.09K | +0.7% | ▲ Add | 8 |
| 47 | MSCI MSCI Inc. | 0.6% | $77.00M | 142.85K | 0.0% | Held | 8 |
| 48 | JPM JPMorgan Chase & Co. | 0.6% | $74.29M | 252.55K | 0.0% | Held | 8 |
| 49 | ECL Ecolab Inc. | 0.6% | $72.97M | 274.30K | 0.0% | Held | 8 |
| 50 | CG The Carlyle Group Inc. | 0.5% | $64.21M | 1.33M | 0.0% | Held | 8 |
| 51 | SUNB Sunbelt Rentals Holdings Inc | 0.5% | $62.71M | 963.36K | Mới | New | 1 |
| 52 | TSN Tyson Foods, Inc. | 0.5% | $56.99M | 889.50K | +0.6% | ▲ Add | 8 |
| 53 | SBUX Starbucks Corporation | 0.5% | $55.89M | 623.82K | 0.0% | Held | 8 |
| 54 | ROK Rockwell Automation, Inc. | 0.5% | $55.59M | 154.90K | 0.0% | Held | 8 |
| 55 | SPGI S&P Global Inc. | 0.4% | $50.06M | 117.69K | -21.9% | ▼ Trim | 8 |
| 56 | THG The Hanover Insurance… | 0.4% | $48.71M | 281.00K | 0.0% | Held | 8 |
| 57 | ITIC INVESTORS TITLE CO NC | 0.4% | $46.36M | 213.30K | 0.0% | Held | 8 |
| 58 | AON Aon plc | 0.4% | $43.83M | 135.80K | +1.3% | ▲ Add | 8 |
| 59 | RTX RTX Corporation | 0.4% | $43.21M | 224.00K | 0.0% | Held | 8 |
| 60 | FERG Ferguson plc | 0.3% | $39.82M | 170.70K | +4.4% | ▲ Add | 7 |
| 61 | LMT Lockheed Martin Corporation | 0.3% | $39.41M | 65.21K | +1.1% | ▲ Add | 8 |
| 62 | COST Costco Wholesale Corporation | 0.3% | $39.01M | 39.15K | 0.0% | Held | 8 |
| 63 | HCA HCA Healthcare, Inc. | 0.3% | $39.01M | 82.43K | +2.2% | ▲ Add | 8 |
| 64 | YUM Yum! Brands, Inc. | 0.3% | $38.13M | 245.21K | +8.3% | ▲ Add | 8 |
| 65 | UNP Union Pacific Corporation | 0.3% | $36.46M | 150.28K | +6.4% | ▲ Add | 8 |
| 66 | TMO Thermo Fisher Scientific… | 0.3% | $32.98M | 67.10K | +6.8% | ▲ Add | 8 |
| 67 | HGTY Hagerty, Inc. | 0.3% | $32.73M | 3.11M | 0.0% | Held | 8 |
| 68 | ALL The Allstate Corporation | 0.3% | $32.04M | 154.55K | 0.0% | Held | 8 |
| 69 | ACN Accenture plc | 0.3% | $31.61M | 159.40K | 0.0% | Held | 8 |
| 70 | MAR Marriott International, Inc. | 0.3% | $30.66M | 93.75K | +4.5% | ▲ Add | 8 |
| 71 | ABNB Airbnb, Inc. | 0.3% | $30.61M | 242.39K | +0.9% | ▲ Add | 7 |
| 72 | SHW The Sherwin-Williams Company | 0.3% | $30.19M | 94.17K | 0.0% | Held | 8 |
| 73 | VRSK Verisk Analytics, Inc. | 0.2% | $29.59M | 155.95K | 0.0% | Held | 8 |
| 74 | FDS FactSet Research Systems… | 0.2% | $29.38M | 135.38K | +11.1% | ▲ Add | 8 |
| 75 | TROW T. Rowe Price Group, Inc. | 0.2% | $28.30M | 314.00K | 0.0% | Held | 8 |
| 76 | CMCSA Comcast Corporation | 0.2% | $27.62M | 961.88K | 0.0% | Held | 8 |
| 77 | CSCO Cisco Systems, Inc. | 0.2% | $27.58M | 355.50K | 0.0% | Held | 8 |
| 78 | LAMR Lamar Advertising Company | 0.2% | $24.45M | 193.00K | +4.3% | ▲ Add | 8 |
| 79 | NKE NIKE, Inc. | 0.2% | $23.63M | 447.40K | 0.0% | Held | 8 |
| 80 | URI United Rentals, Inc. | 0.2% | $22.69M | 31.15K | 0.0% | Held | 8 |
| 81 | BF-A BROWN FORMAN CORP | 0.2% | $22.58M | 843.00K | 0.0% | Held | 8 |
| 82 | CCK Crown Holdings, Inc. | 0.2% | $22.05M | 220.00K | +3.8% | ▲ Add | 8 |
| 83 | APD Air Products and Chemicals… | 0.2% | $21.93M | 75.50K | +5.6% | ▲ Add | 8 |
| 84 | CSX CSX Corporation | 0.2% | $21.76M | 530.00K | +20.4% | ▲ Add | 4 |
| 85 | RNR RenaissanceRe Holdings Ltd. | 0.2% | $20.81M | 70.00K | 0.0% | Held | 8 |
| 86 | PM Philip Morris International… | 0.2% | $18.93M | 114.50K | 0.0% | Held | 8 |
| 87 | FIX Comfort Systems USA, Inc. | 0.1% | $17.93M | 13.00K | 0.0% | Held | 8 |
| 88 | COF Capital One Financial… | 0.1% | $16.60M | 91.00K | 0.0% | Held | 8 |
| 89 | WFC Wells Fargo & Company | 0.1% | $16.28M | 204.45K | 0.0% | Held | 8 |
| 90 | HSY The Hershey Company | 0.1% | $15.59M | 75.00K | +11.1% | ▲ Add | 8 |
| 91 | HXL Hexcel Corporation | 0.1% | $15.30M | 189.00K | 0.0% | Held | 8 |
| 92 | PEP PepsiCo, Inc. | 0.1% | $14.94M | 96.21K | 0.0% | Held | 8 |
| 93 | BNY Bank of New York Mellon Corp | 0.1% | $14.77M | 124.50K | +2.5% | ▲ Add | 8 |
| 94 | CME CME Group Inc. | 0.1% | $14.69M | 49.75K | +8.7% | ▲ Add | 6 |
| 95 | PAYX Paychex, Inc. | 0.1% | $13.82M | 150.00K | 0.0% | Held | 8 |
| 96 | SEIC SEI Investments Company | 0.1% | $13.59M | 173.20K | 0.0% | Held | 8 |
| 97 | CARR Carrier Global Corporation | 0.1% | $13.23M | 235.00K | 0.0% | Held | 8 |
| 98 | EFX Equifax Inc. | 0.1% | $13.12M | 72.85K | 0.0% | Held | 8 |
| 99 | SPOT Spotify Technology S.A. | 0.1% | $12.56M | 25.90K | 0.0% | Held | 8 |
| 100 | BF-B Brown-Forman Corporation | 0.1% | $12.54M | 474.19K | 0.0% | Held | 8 |
| 101 | AMAT Applied Materials, Inc. | 0.1% | $12.42M | 36.35K | +6.6% | ▲ Add | 4 |
| 102 | CBOE Cboe Global Markets, Inc. | 0.1% | $12.28M | 43.70K | +4.7% | ▲ Add | 5 |
| 103 | SHOP Shopify Inc. | 0.1% | $12.19M | 102.75K | 0.0% | Held | 8 |
| 104 | HII Huntington Ingalls… | 0.1% | $10.45M | 27.50K | +7.8% | ▲ Add | 6 |
| 105 | UBER Uber Technologies, Inc. | 0.1% | $10.25M | 142.50K | +1.8% | ▲ Add | 8 |
| 106 | SMG The Scotts Miracle-Gro… | 0.1% | $10.22M | 168.00K | 0.0% | Held | 8 |
| 107 | MELI MercadoLibre, Inc. | 0.1% | $9.42M | 5.45K | Mới | New | 1 |
| 108 | OTIS Otis Worldwide Corporation | 0.1% | $8.83M | 114.62K | 0.0% | Held | 8 |
| 109 | IQV IQVIA Holdings Inc. | 0.1% | $8.00M | 46.90K | 0.0% | Held | 8 |
| 110 | XONA.DE Exxon Mobil Corporation | 0.1% | $7.97M | 47.00K | +23.7% | ▲ Add | 3 |
| 111 | EPD Enterprise Products… | 0.1% | $7.64M | 202.00K | Mới | New | 1 |
| 112 | SONY Sony Group Corporation | 0.1% | $6.93M | 335.00K | 0.0% | Held | 8 |
| 113 | EMN Eastman Chemical Company | 0.0% | $5.72M | 74.95K | 0.0% | Held | 8 |
| 114 | KMX CarMax, Inc. | 0.0% | $5.68M | 136.50K | 0.0% | Held | 8 |
| 115 | CNI Canadian National Railway… | 0.0% | $5.50M | 53.50K | +20.2% | ▲ Add | 3 |
| 116 | GHC Graham Holdings Company | 0.0% | $5.50M | 5.20K | 0.0% | Held | 8 |
| 117 | UNH UnitedHealth Group… | 0.0% | $5.06M | 18.70K | -29.4% | ▼ Trim | 8 |
| 118 | NSP Insperity, Inc. | 0.0% | $4.90M | 181.34K | +18.6% | ▲ Add | 8 |
| 119 | CP Canadian Pacific Kansas… | 0.0% | $4.68M | 59.50K | +17.8% | ▲ Add | 3 |
| 120 | ICE Intercontinental Exchange… | 0.0% | $4.54M | 28.87K | +38.3% | ▲ Add | 8 |
| 121 | WRB W. R. Berkley Corporation | 0.0% | $4.03M | 60.75K | 0.0% | Held | 8 |
| 122 | BC Brunswick Corporation | 0.0% | $3.73M | 51.25K | +7.3% | ▲ Add | 7 |
| 123 | MGM MGM Resorts International | 0.0% | $3.24M | 87.50K | 0.0% | Held | 6 |
| 124 | EXP Eagle Materials Inc. | 0.0% | $2.79M | 14.75K | 0.0% | Held | 5 |
| 125 | AYI Acuity Brands, Inc. | 0.0% | $2.73M | 9.75K | 0.0% | Held | 6 |
| 126 | SYY Sysco Corporation | 0.0% | $2.18M | 30.50K | 0.0% | Held | 5 |
| 127 | DPZ Domino's Pizza, Inc. | 0.0% | $1.97M | 5.50K | 0.0% | Held | 7 |
| 128 | BRO Brown & Brown, Inc. | 0.0% | $912,940 | 14.00K | +27.3% | ▲ Add | 2 |
| 129 | WY Weyerhaeuser Company | 0.0% | $427,525 | 17.50K | Mới | New | 1 |
Chỉ các vị thế cổ phiếu phổ thông (SH); các dòng quyền chọn nằm trong tab Options và không bao giờ được khấu trừ ròng. ✂ = thay đổi được tính dựa trên số cổ phiếu kỳ trước đã điều chỉnh tách cổ phiếu. "Held N+" = nắm giữ mỗi quý trong khoảng thời gian theo dõi của chúng tôi, có thể còn lâu hơn.
| Chứng khoán | Cổ phần | Trước đó | Thay đổi | Giá trị | Tỷ trọng | Chuỗi liên tiếp |
|---|---|---|---|---|---|---|
| SUNB Sunbelt Rentals… | 963.36K | n/a | Mới | $62.71M | 0.5% | |
| MELI MercadoLibre, Inc. | 5.45K | n/a | Mới | $9.42M | 0.1% | |
| EPD Enterprise Products… | 202.00K | n/a | Mới | $7.64M | 0.1% | |
| WY Weyerhaeuser Company | 17.50K | n/a | Mới | $427,525 | 0.0% |
| Chứng khoán | Cổ phần | Trước đó | Thay đổi | Giá trị | Tỷ trọng | Chuỗi liên tiếp |
|---|---|---|---|---|---|---|
| V Visa Inc. | 1.00M | 999.28K | +0.5% | $303.55M | 2.5% | |
| MSFT Microsoft Corporation | 537.63K | 535.68K | +0.4% | $199.01M | 1.7% | ●●●●●● |
| WSO Watsco, Inc. | 582.17K | 577.67K | +0.8% | $211.79M | 1.8% | ●●○○○○ |
| AXP American Express Company | 490.45K | 488.50K | +0.4% | $148.35M | 1.2% | ●●○○○○ |
| LOW Lowe's Companies, Inc. | 738.48K | 734.48K | +0.5% | $174.49M | 1.5% | ●●●●●● |
| FNV Franco-Nevada… | 708.50K | 683.50K | +3.7% | $175.03M | 1.5% | ●●●●●● |
| MRSH Marsh & McLennan… | 763.50K | 761.75K | +0.2% | $132.43M | 1.1% | ●●●●●● |
| SCHW The Charles Schwab… | 1.38M | 1.38M | +0.6% | $130.05M | 1.1% | ●●○○○○ |
| DEO Diageo plc | 1.37M | 1.37M | 0.0% | $102.16M | 0.9% | ●●○○○○ |
| LIN Linde plc | 204.60K | 200.10K | +2.2% | $101.43M | 0.8% | ●●●●●● |
| ROL Rollins, Inc. | 1.50M | 1.49M | +0.6% | $80.01M | 0.7% | ●●●●○○ |
| NVR NVR, Inc. | 12.09K | 12.01K | +0.7% | $79.65M | 0.7% | ●●○○○○ |
| ODFL Old Dominion Freight… | 429.15K | 421.65K | +1.8% | $83.86M | 0.7% | ●●●●●● |
| NSC Norfolk Southern… | 282.50K | 273.50K | +3.3% | $81.08M | 0.7% | ●●●●○○ |
| TSN Tyson Foods, Inc. | 889.50K | 884.50K | +0.6% | $56.99M | 0.5% | ●●●●○○ |
| AON Aon plc | 135.80K | 134.05K | +1.3% | $43.83M | 0.4% | ●●○○○○ |
| FERG Ferguson plc | 170.70K | 163.50K | +4.4% | $39.82M | 0.3% | ●●●●●● |
| LMT Lockheed Martin… | 65.21K | 64.51K | +1.1% | $39.41M | 0.3% | ●●○○○○ |
| HCA HCA Healthcare, Inc. | 82.43K | 80.68K | +2.2% | $39.01M | 0.3% | ●●●●●● |
| YUM Yum! Brands, Inc. | 245.21K | 226.45K | +8.3% | $38.13M | 0.3% | |
| UNP Union Pacific… | 150.28K | 141.28K | +6.4% | $36.46M | 0.3% | ●●●●○○ |
| TMO Thermo Fisher… | 67.10K | 62.80K | +6.8% | $32.98M | 0.3% | ●●●●●● |
| FDS FactSet Research… | 135.38K | 121.87K | +11.1% | $29.38M | 0.2% | ●●○○○○ |
| ABNB Airbnb, Inc. | 242.39K | 240.29K | +0.9% | $30.61M | 0.3% | ●●●●●● |
| MAR Marriott International… | 93.75K | 89.75K | +4.5% | $30.66M | 0.3% | ●●●●●● |
| LAMR Lamar Advertising… | 193.00K | 185.00K | +4.3% | $24.45M | 0.2% | ●●●●●● |
| CCK Crown Holdings, Inc. | 220.00K | 212.00K | +3.8% | $22.05M | 0.2% | ●●○○○○ |
| APD Air Products and… | 75.50K | 71.50K | +5.6% | $21.93M | 0.2% | ●●○○○○ |
| CSX CSX Corporation | 530.00K | 440.00K | +20.4% | $21.76M | 0.2% | ●●●●○○ |
| HSY The Hershey Company | 75.00K | 67.50K | +11.1% | $15.59M | 0.1% | ●●○○○○ |
| BNY Bank of New York Mellon… | 124.50K | 121.50K | +2.5% | $14.77M | 0.1% | |
| CME CME Group Inc. | 49.75K | 45.75K | +8.7% | $14.69M | 0.1% | ●●●●●● |
| AMAT Applied Materials, Inc. | 36.35K | 34.10K | +6.6% | $12.42M | 0.1% | ●●●●○○ |
| CBOE Cboe Global Markets… | 43.70K | 41.75K | +4.7% | $12.28M | 0.1% | ●●●●●○ |
| UBER Uber Technologies, Inc. | 142.50K | 140.00K | +1.8% | $10.25M | 0.1% | ●●○○○○ |
| HII Huntington Ingalls… | 27.50K | 25.50K | +7.8% | $10.45M | 0.1% | ●●○○○○ |
| XONA.DE Exxon Mobil Corporation | 47.00K | 38.00K | +23.7% | $7.97M | 0.1% | ●●●○○○ |
| NSP Insperity, Inc. | 181.34K | 152.87K | +18.6% | $4.90M | 0.0% | ●●○○○○ |
| CNI Canadian National… | 53.50K | 44.50K | +20.2% | $5.50M | 0.0% | ●●●○○○ |
| CP Canadian Pacific Kansas… | 59.50K | 50.50K | +17.8% | $4.68M | 0.0% | ●●●○○○ |
| ICE Intercontinental… | 28.87K | 20.87K | +38.3% | $4.54M | 0.0% | ●●●○○○ |
| BC Brunswick Corporation | 51.25K | 47.75K | +7.3% | $3.73M | 0.0% | ●●●○○○ |
| BRO Brown & Brown, Inc. | 14.00K | 11.00K | +27.3% | $912,940 | 0.0% | ●●○○○○ |
| Chứng khoán | Cổ phần | Trước đó | Thay đổi | Giá trị | Tỷ trọng | Chuỗi liên tiếp |
|---|---|---|---|---|---|---|
| SPGI S&P Global Inc. | 117.69K | 150.69K | -21.9% | $50.06M | 0.4% | |
| UNH UnitedHealth Group… | 18.70K | 26.50K | -29.4% | $5.06M | 0.0% |
| Chứng khoán | Cổ phần | Trước đó | Thay đổi | Giá trị | Tỷ trọng | Chuỗi liên tiếp |
|---|---|---|---|---|---|---|
| TGT Target Corporation | n/a | 133.00K | Thoát | $13.00M | 0.1% | |
| CHH Choice Hotels… | n/a | 115.50K | Thoát | $11.00M | 0.1% | |
| TRU TransUnion | n/a | 2.00K | Thoát | $171,500 | 0.0% |
Tuổi vị thế
40–1 quý
62–4 quý
1195–8 quý
Số quý liên tiếp mỗi vị thế hiện tại được báo cáo, trong khoảng thời gian dữ liệu của chúng tôi.
Quản lý quỹ tương tự
| Nhà quản lý | Vị thế chung | Mức độ trùng lặp tên | Mức độ tương đồng có trọng số | |
|---|---|---|---|---|
| First Manhattan Co. Llc. | 88 | 11.3% | 0.5431 | So sánh ⇄ |
| Fayez Sarofim & Co | 77 | 21.9% | 0.4651 | So sánh ⇄ |
| Blair William & Co/Il | 121 | 6.2% | 0.4471 | So sánh ⇄ |
| Baird Financial Group, Inc. | 115 | 6.0% | 0.443 | So sánh ⇄ |
| Neuberger Berman Group LLC | 129 | 5.7% | 0.4397 | So sánh ⇄ |
| Chevy Chase Trust Holdings, LLC | 102 | 15.1% | 0.4098 | So sánh ⇄ |
| Brown Advisory Inc | 118 | 8.2% | 0.4098 | So sánh ⇄ |
| Aberdeen Group plc | 102 | 10.7% | 0.4012 | So sánh ⇄ |
Sự tương đồng chỉ dựa trên các vị thế long được báo cáo; các công cụ phòng hộ và tài sản ngoài 13F là vô hình. Phương pháp luận
Hồ sơ nộp
Jul 31 2026
13F-HR · kỳ Q2 2026
$13.13B · 205 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗
May 01 2026
13F-HR · kỳ Q1 2026
$11.94B · 205 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗
Feb 06 2026
13F-HR · kỳ Q4 2025
$12.54B · 205 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗
Oct 31 2025
13F-HR · kỳ Q3 2025
$12.32B · 208 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗
Aug 01 2025
13F-HR · kỳ Q2 2025
$11.83B · 218 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗
May 02 2025
13F-HR · kỳ Q1 2025
$11.26B · 217 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗
Feb 07 2025
13F-HR · kỳ Q4 2024
$11.34B · 214 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗
Nov 01 2024
13F-HR · kỳ Q3 2024
$11.11B · 216 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗
Aug 02 2024
13F-HR · kỳ Q2 2024
$10.17B · 222 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗
Nguồn gốc: Tất cả các vị thế được phân tích từ bảng thông tin 13F của nhà quản lý này trên SEC EDGAR; giá trị theo báo cáo, đơn vị USD nguyên. Các thay đổi so sánh phiên bản chấp thuận mới nhất của mỗi quý (bao gồm sửa đổi) trên số cổ phiếu đã điều chỉnh theo phân tách cổ phiếu.
Kỳ báo cáo: Q1 2026 · hồ sơ mới nhất Jul 31, 2026 ·
Phương pháp tính thay đổi