Hồ sơ lưu nhà quản lý · ✦ được tuyển chọn
Markel Group
Insurance holding company · Glen Allen, VA · CIK 1096343 · Hồ sơ EDGAR ↗
Buffett-style equity book inside an insurer.
Dữ liệu nắm giữ của quý này đã được phân tích; thống kê tóm tắt sẽ được tính trong lần xử lý phân tích tiếp theo.
Danh mục đầu tư · Q2 2026
| # | Chứng khoán | Tỷ trọng | Giá trị | Cổ phần | Δ cổ phần | Đang nắm giữ | |
|---|---|---|---|---|---|---|---|
| 1 | GOOG Alphabet Inc. | — | $866.59M | 2.45M | — | — | |
| 2 | DE Deere & Company | — | $556.88M | 877.90K | — | — | |
| 3 | BRK-B Berkshire Hathaway Inc. | — | $552.66M | 1.10M | — | — | |
| 4 | AMZN Amazon.com, Inc. | — | $448.63M | 1.88M | — | — | |
| 5 | BRK-A Berkshire Hathaway Inc. | — | $441.82M | 590 | — | — | |
| 6 | ADI Analog Devices, Inc. | — | $393.07M | 989.67K | — | — | |
| 7 | BRK-A Berkshire Hathaway Inc. | — | $392.40M | 524 | — | — | |
| 8 | BN Brookfield Corporation | — | $354.15M | 8.32M | — | — | |
| 9 | AAPL Apple Inc. | — | $341.18M | 1.18M | — | — | |
| 10 | GS The Goldman Sachs Group… | — | $339.53M | 335.71K | — | — | |
| 11 | CAT Caterpillar Inc. | — | $339.33M | 318.65K | — | — | |
| 12 | V Visa Inc. | — | $321.74M | 937.76K | — | — | |
| 13 | WSO Watsco, Inc. | — | $231.76M | 556.15K | — | — | |
| 14 | HD The Home Depot, Inc. | — | $227.69M | 645.59K | — | — | |
| 15 | TXN Texas Instruments… | — | $215.80M | 724.00K | — | — | |
| 16 | BRK-B Berkshire Hathaway Inc. | — | $213.92M | 427.51K | — | — | |
| 17 | BN Brookfield Corporation | — | $202.65M | 4.76M | — | — | |
| 18 | BLK BlackRock, Inc. | — | $200.20M | 208.20K | — | — | |
| 19 | MSFT Microsoft Corporation | — | $191.74M | 514.01K | — | — | |
| 20 | GOOGL Alphabet Inc. | — | $178.69M | 500.00K | — | — | |
| 21 | AXP American Express Company | — | $162.51M | 480.45K | — | — | |
| 22 | FNV Franco-Nevada Corporation | — | $161.23M | 773.50K | — | — | |
| 23 | LPLA LPL Financial Holdings Inc. | — | $157.08M | 557.66K | — | — | |
| 24 | LOW Lowe's Companies, Inc. | — | $152.19M | 690.23K | — | — | |
| 25 | DIS The Walt Disney Company | — | $151.83M | 1.58M | — | — | |
| 26 | PGR The Progressive Corporation | — | $151.55M | 693.75K | — | — | |
| 27 | JNJ Johnson & Johnson | — | $148.34M | 584.09K | — | — | |
| 28 | BX Blackstone Inc. | — | $140.56M | 1.19M | — | — | |
| 29 | KKR KKR & Co. Inc. | — | $131.59M | 1.43M | — | — | |
| 30 | RLI RLI Corp. | — | $130.05M | 2.20M | — | — | |
| 31 | MRSH Marsh & McLennan Companies… | — | $123.84M | 743.00K | — | — | |
| 32 | GD General Dynamics Corporation | — | $122.92M | 347.00K | — | — | |
| 33 | META Meta Platforms, Inc. | — | $119.73M | 212.55K | — | — | |
| 34 | APO Apollo Global Management… | — | $117.13M | 990.00K | — | — | |
| 35 | SCHW The Charles Schwab… | — | $116.80M | 1.27M | — | — | |
| 36 | LIN Linde plc | — | $108.04M | 208.20K | — | — | |
| 37 | GOOG Alphabet Inc. | — | $105.02M | 297.23K | — | — | |
| 38 | ADM Archer-Daniels-Midland… | — | $102.00M | 1.34M | — | — | |
| 39 | DG Dollar General Corporation | — | $99.66M | 865.75K | — | — | |
| 40 | HD The Home Depot, Inc. | — | $97.66M | 276.91K | — | — | |
| 41 | MA Mastercard Incorporated | — | $96.33M | 187.56K | — | — | |
| 42 | HEI-A HEICO Corporation | — | $94.77M | 367.44K | — | — | |
| 43 | ODFL Old Dominion Freight Line… | — | $91.65M | 423.15K | — | — | |
| 44 | MCO Moody's Corporation | — | $87.32M | 192.79K | — | — | |
| 45 | ITW Illinois Tool Works Inc. | — | $84.02M | 310.65K | — | — | |
| 46 | JPM JPMorgan Chase & Co. | — | $82.67M | 252.55K | — | — | |
| 47 | NVR NVR, Inc. | — | $81.23M | 11.92K | — | — | |
| 48 | NVO Novo Nordisk A/S | — | $80.44M | 1.68M | — | — | |
| 49 | NSC Norfolk Southern Corporation | — | $79.75M | 253.50K | — | — | |
| 50 | MSCI MSCI Inc. | — | $79.44M | 141.85K | — | — | |
| 51 | SUNB Sunbelt Rentals Holdings Inc | — | $72.89M | 974.36K | — | — | |
| 52 | ROK Rockwell Automation, Inc. | — | $72.78M | 147.00K | — | — | |
| 53 | ECL Ecolab Inc. | — | $70.01M | 251.30K | — | — | |
| 54 | DEO Diageo plc | — | $63.25M | 786.89K | — | — | |
| 55 | ROL Rollins, Inc. | — | $60.69M | 1.45M | — | — | |
| 56 | SBUX Starbucks Corporation | — | $59.61M | 583.32K | — | — | |
| 57 | THG The Hanover Insurance… | — | $58.88M | 275.00K | — | — | |
| 58 | ITIC INVESTORS TITLE CO NC | — | $58.38M | 213.30K | — | — | |
| 59 | NVO Novo Nordisk A/S | — | $57.14M | 1.19M | — | — | |
| 60 | BAM Brookfield Asset Management… | — | $55.55M | 1.24M | — | — | |
| 61 | CG The Carlyle Group Inc. | — | $54.01M | 1.28M | — | — | |
| 62 | TSN Tyson Foods, Inc. | — | $51.73M | 903.50K | — | — | |
| 63 | SPGI S&P Global Inc. | — | $47.52M | 116.69K | — | — | |
| 64 | DEO Diageo plc | — | $47.05M | 585.31K | — | — | |
| 65 | AON Aon plc | — | $44.55M | 134.30K | — | — | |
| 66 | DIS The Walt Disney Company | — | $43.72M | 454.24K | — | — | |
| 67 | BAM Brookfield Asset Management… | — | $42.85M | 955.45K | — | — | |
| 68 | FERG Ferguson plc | — | $42.77M | 180.20K | — | — | |
| 69 | UNP Union Pacific Corporation | — | $40.78M | 149.93K | — | — | |
| 70 | MELI MercadoLibre, Inc. | — | $40.74M | 24.00K | — | — | |
| 71 | YUM Yum! Brands, Inc. | — | $39.20M | 245.21K | — | — | |
| 72 | MAR Marriott International, Inc. | — | $36.87M | 99.50K | — | — | |
| 73 | ALL The Allstate Corporation | — | $36.77M | 154.55K | — | — | |
| 74 | TMO Thermo Fisher Scientific… | — | $36.65M | 73.10K | — | — | |
| 75 | COST Costco Wholesale Corporation | — | $36.62M | 39.15K | — | — | |
| 76 | HGTY Hagerty, Inc. | — | $35.90M | 3.11M | — | — | |
| 77 | AMZN Amazon.com, Inc. | — | $35.38M | 148.43K | — | — | |
| 78 | URI United Rentals, Inc. | — | $35.29M | 31.15K | — | — | |
| 79 | ABNB Airbnb, Inc. | — | $34.69M | 242.39K | — | — | |
| 80 | LMT Lockheed Martin Corporation | — | $33.22M | 65.21K | — | — | |
| 81 | HCA HCA Healthcare, Inc. | — | $32.89M | 84.37K | — | — | |
| 82 | SHW The Sherwin-Williams Company | — | $32.43M | 94.17K | — | — | |
| 83 | RTX RTX Corporation | — | $32.14M | 169.40K | — | — | |
| 84 | TROW T. Rowe Price Group, Inc. | — | $32.06M | 282.00K | — | — | |
| 85 | LAMR Lamar Advertising Company | — | $30.10M | 193.00K | — | — | |
| 86 | CSX CSX Corporation | — | $27.78M | 584.50K | — | — | |
| 87 | VRSK Verisk Analytics, Inc. | — | $27.55M | 153.45K | — | — | |
| 88 | AMAT Applied Materials, Inc. | — | $26.28M | 36.35K | — | — | |
| 89 | V Visa Inc. | — | $26.13M | 76.15K | — | — | |
| 90 | APD Air Products and Chemicals… | — | $25.95M | 88.50K | — | — | |
| 91 | FDS FactSet Research Systems… | — | $25.86M | 112.38K | — | — | |
| 92 | FIX Comfort Systems USA, Inc. | — | $25.77M | 13.00K | — | — | |
| 93 | GOOGL Alphabet Inc. | — | $25.73M | 72.00K | — | — | |
| 94 | CSCO Cisco Systems, Inc. | — | $24.37M | 207.50K | — | — | |
| 95 | CCK Crown Holdings, Inc. | — | $24.26M | 217.00K | — | — | |
| 96 | GS The Goldman Sachs Group… | — | $23.92M | 23.65K | — | — | |
| 97 | RNR RenaissanceRe Holdings Ltd. | — | $21.23M | 67.00K | — | — | |
| 98 | EPD Enterprise Products… | — | $20.92M | 569.00K | — | — | |
| 99 | PM Philip Morris International… | — | $20.71M | 114.50K | — | — | |
| 100 | ACN Accenture plc | — | $19.84M | 159.40K | — | — | |
| 101 | BF-A BROWN FORMAN CORP | — | $18.56M | 678.40K | — | — | |
| 102 | BNY Bank of New York Mellon Corp | — | $18.00M | 124.50K | — | — | |
| 103 | CSCO Cisco Systems, Inc. | — | $17.38M | 148.00K | — | — | |
| 104 | WSO Watsco, Inc. | — | $17.34M | 41.60K | — | — | |
| 105 | CMCSA Comcast Corporation | — | $17.16M | 699.07K | — | — | |
| 106 | COF Capital One Financial… | — | $16.75M | 83.50K | — | — | |
| 107 | NKE NIKE, Inc. | — | $16.48M | 401.40K | — | — | |
| 108 | GD General Dynamics Corporation | — | $15.59M | 44.00K | — | — | |
| 109 | HXL Hexcel Corporation | — | $15.11M | 151.00K | — | — | |
| 110 | WFC Wells Fargo & Company | — | $14.25M | 172.45K | — | — | |
| 111 | AAPL Apple Inc. | — | $13.95M | 48.20K | — | — | |
| 112 | LOW Lowe's Companies, Inc. | — | $13.61M | 61.75K | — | — | |
| 113 | CARR Carrier Global Corporation | — | $13.23M | 180.40K | — | — | |
| 114 | HSY The Hershey Company | — | $13.16M | 75.00K | — | — | |
| 115 | PGR The Progressive Corporation | — | $13.11M | 60.00K | — | — | |
| 116 | ADM Archer-Daniels-Midland… | — | $13.04M | 170.73K | — | — | |
| 117 | PEP PepsiCo, Inc. | — | $13.03M | 96.21K | — | — | |
| 118 | META Meta Platforms, Inc. | — | $12.17M | 21.61K | — | — | |
| 119 | SCHW The Charles Schwab… | — | $11.90M | 129.00K | — | — | |
| 120 | SPOT Spotify Technology S.A. | — | $11.89M | 25.90K | — | — | |
| 121 | SHOP Shopify Inc. | — | $11.73M | 102.75K | — | — | |
| 122 | EFX Equifax Inc. | — | $11.56M | 72.85K | — | — | |
| 123 | BLK BlackRock, Inc. | — | $11.54M | 12.00K | — | — | |
| 124 | RLI RLI Corp. | — | $11.40M | 192.95K | — | — | |
| 125 | CME CME Group Inc. | — | $10.99M | 49.75K | — | — | |
| 126 | CAT Caterpillar Inc. | — | $10.65M | 10.00K | — | — | |
| 127 | CBOE Cboe Global Markets, Inc. | — | $10.60M | 43.70K | — | — | |
| 128 | RTX RTX Corporation | — | $10.36M | 54.60K | — | — | |
| 129 | UBER Uber Technologies, Inc. | — | $10.28M | 142.50K | — | — | |
| 130 | MA Mastercard Incorporated | — | $10.26M | 19.98K | — | — | |
| 131 | SEIC SEI Investments Company | — | $10.02M | 114.20K | — | — | |
| 132 | MCO Moody's Corporation | — | $9.55M | 21.10K | — | — | |
| 133 | NSC Norfolk Southern Corporation | — | $9.12M | 29.00K | — | — | |
| 134 | IQV IQVIA Holdings Inc. | — | $9.06M | 46.90K | — | — | |
| 135 | MSFT Microsoft Corporation | — | $8.81M | 23.62K | — | — | |
| 136 | BF-B Brown-Forman Corporation | — | $8.76M | 328.79K | — | — | |
| 137 | PAYX Paychex, Inc. | — | $7.87M | 80.00K | — | — | |
| 138 | HII Huntington Ingalls… | — | $7.70M | 27.50K | — | — | |
| 139 | XONA.DE Exxon Mobil Corporation | — | $7.67M | 56.10K | — | — | |
| 140 | OTIS Otis Worldwide Corporation | — | $7.61M | 106.32K | — | — | |
| 141 | NSP Insperity, Inc. | — | $7.49M | 181.34K | — | — | |
| 142 | PAYX Paychex, Inc. | — | $6.88M | 70.00K | — | — | |
| 143 | KMX CarMax, Inc. | — | $6.85M | 129.50K | — | — | |
| 144 | JNJ Johnson & Johnson | — | $6.78M | 26.71K | — | — | |
| 145 | SONY Sony Group Corporation | — | $6.72M | 335.00K | — | — | |
| 146 | ECL Ecolab Inc. | — | $6.41M | 23.00K | — | — | |
| 147 | CNI Canadian National Railway… | — | $6.38M | 53.50K | — | — | |
| 148 | CP Canadian Pacific Kansas… | — | $6.33M | 73.00K | — | — | |
| 149 | GHC Graham Holdings Company | — | $5.94M | 5.20K | — | — | |
| 150 | FDS FactSet Research Systems… | — | $5.29M | 23.00K | — | — | |
| 151 | SEIC SEI Investments Company | — | $5.17M | 59.00K | — | — | |
| 152 | ZTS Zoetis Inc. | — | $4.76M | 66.19K | — | — | |
| 153 | EMN Eastman Chemical Company | — | $4.75M | 70.95K | — | — | |
| 154 | ITW Illinois Tool Works Inc. | — | $4.56M | 16.85K | — | — | |
| 155 | BF-A BROWN FORMAN CORP | — | $4.50M | 164.60K | — | — | |
| 156 | BC Brunswick Corporation | — | $4.32M | 51.25K | — | — | |
| 157 | WRB W. R. Berkley Corporation | — | $4.28M | 60.75K | — | — | |
| 158 | MGM MGM Resorts International | — | $4.18M | 87.50K | — | — | |
| 159 | SBUX Starbucks Corporation | — | $4.14M | 40.50K | — | — | |
| 160 | BX Blackstone Inc. | — | $4.06M | 34.50K | — | — | |
| 161 | CARR Carrier Global Corporation | — | $4.00M | 54.60K | — | — | |
| 162 | ADI Analog Devices, Inc. | — | $3.97M | 10.00K | — | — | |
| 163 | ROK Rockwell Automation, Inc. | — | $3.91M | 7.90K | — | — | |
| 164 | BF-B Brown-Forman Corporation | — | $3.87M | 145.40K | — | — | |
| 165 | LIN Linde plc | — | $3.84M | 7.40K | — | — | |
| 166 | HXL Hexcel Corporation | — | $3.80M | 38.00K | — | — | |
| 167 | AYI Acuity Brands, Inc. | — | $3.67M | 9.75K | — | — | |
| 168 | TROW T. Rowe Price Group, Inc. | — | $3.64M | 32.00K | — | — | |
| 169 | ICE Intercontinental Exchange… | — | $3.55M | 28.87K | — | — | |
| 170 | MRSH Marsh & McLennan Companies… | — | $3.42M | 20.50K | — | — | |
| 171 | AXP American Express Company | — | $3.38M | 10.00K | — | — | |
| 172 | EXP Eagle Materials Inc. | — | $3.32M | 14.75K | — | — | |
| 173 | HEI-A HEICO Corporation | — | $3.15M | 12.20K | — | — | |
| 174 | UNP Union Pacific Corporation | — | $3.02M | 11.10K | — | — | |
| 175 | WY Weyerhaeuser Company | — | $2.87M | 120.00K | — | — | |
| 176 | NFLX Netflix, Inc. | — | $2.86M | 40.00K | — | — | |
| 177 | APO Apollo Global Management… | — | $2.66M | 22.50K | — | — | |
| 178 | WFC Wells Fargo & Company | — | $2.64M | 32.00K | — | — | |
| 179 | ROL Rollins, Inc. | — | $2.61M | 62.48K | — | — | |
| 180 | SYY Sysco Corporation | — | $2.55M | 30.50K | — | — | |
| 181 | CMCSA Comcast Corporation | — | $2.53M | 103.00K | — | — | |
| 182 | OTIS Otis Worldwide Corporation | — | $1.95M | 27.30K | — | — | |
| 183 | NKE NIKE, Inc. | — | $1.89M | 46.00K | — | — | |
| 184 | CG The Carlyle Group Inc. | — | $1.87M | 44.50K | — | — | |
| 185 | KKR KKR & Co. Inc. | — | $1.65M | 18.00K | — | — | |
| 186 | DPZ Domino's Pizza, Inc. | — | $1.63M | 5.50K | — | — | |
| 187 | COF Capital One Financial… | — | $1.50M | 7.50K | — | — | |
| 188 | ODFL Old Dominion Freight Line… | — | $1.30M | 6.00K | — | — | |
| 189 | THG The Hanover Insurance… | — | $1.28M | 6.00K | — | — | |
| 190 | NVR NVR, Inc. | — | $1.19M | 175 | — | — | |
| 191 | RNR RenaissanceRe Holdings Ltd. | — | $950,700 | 3.00K | — | — | |
| 192 | BRO Brown & Brown, Inc. | — | $898,100 | 14.00K | — | — | |
| 193 | LPLA LPL Financial Holdings Inc. | — | $644,766 | 2.29K | — | — | |
| 194 | TSN Tyson Foods, Inc. | — | $572,500 | 10.00K | — | — | |
| 195 | MSCI MSCI Inc. | — | $560,040 | 1.00K | — | — | |
| 196 | AON Aon plc | — | $497,535 | 1.50K | — | — | |
| 197 | VRSK Verisk Analytics, Inc. | — | $448,825 | 2.50K | — | — | |
| 198 | SPGI S&P Global Inc. | — | $407,260 | 1.00K | — | — | |
| 199 | DG Dollar General Corporation | — | $402,885 | 3.50K | — | — | |
| 200 | KMX CarMax, Inc. | — | $370,230 | 7.00K | — | — | |
| 201 | UFPI UFP Industries, Inc. | — | $362,960 | 4.00K | — | — | |
| 202 | CCK Crown Holdings, Inc. | — | $335,460 | 3.00K | — | — | |
| 203 | EMN Eastman Chemical Company | — | $267,920 | 4.00K | — | — | |
| 204 | TXN Texas Instruments… | — | $298 | 1 | — | — | |
| 205 | ACN Accenture plc | — | $124 | 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 |
|---|---|---|---|---|---|---|
| Không có giao dịch nào trong quý này. | ||||||
| Chứng khoán | Cổ phần | Trước đó | Thay đổi | Giá trị | Tỷ trọng | Chuỗi liên tiếp |
|---|---|---|---|---|---|---|
| Không có giao dịch nào trong quý này. | ||||||
| Chứng khoán | Cổ phần | Trước đó | Thay đổi | Giá trị | Tỷ trọng | Chuỗi liên tiếp |
|---|---|---|---|---|---|---|
| Không có giao dịch nào trong quý này. | ||||||
| Chứng khoán | Cổ phần | Trước đó | Thay đổi | Giá trị | Tỷ trọng | Chuỗi liên tiếp |
|---|---|---|---|---|---|---|
| Không có giao dịch nào trong quý này. | ||||||
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 | 11.5% | 0.5431 | So sánh ⇄ |
| Fayez Sarofim & Co | 77 | 21.9% | 0.4651 | So sánh ⇄ |
| Blair William & Co/Il | 121 | 6.3% | 0.4471 | So sánh ⇄ |
| Baird Financial Group, Inc. | 115 | 6.1% | 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 | 8.3% | 0.4098 | So sánh ⇄ |
| Aberdeen Group plc | 102 | 10.7% | 0.4012 | So sánh ⇄ |
Chỉ tương đồng về vị thế mua được báo cáo — các vị thế phòng hộ và tài sản ngoài 13F không hiển thị. Phương pháp luận
Hồ sơ nộp
Jul 31 2026
13F-HR · kỳ Q2 2026
$13.13B · 205 vị thế · Xem hồ sơ SEC gốc ↗
May 01 2026
13F-HR · kỳ Q1 2026
$11.94B · 205 vị thế · Xem hồ sơ SEC gốc ↗
Feb 06 2026
13F-HR · kỳ Q4 2025
$12.54B · 205 vị thế · Xem hồ sơ SEC gốc ↗
Oct 31 2025
13F-HR · kỳ Q3 2025
$12.32B · 208 vị thế · Xem hồ sơ SEC gốc ↗
Aug 01 2025
13F-HR · kỳ Q2 2025
$11.83B · 218 vị thế · Xem hồ sơ SEC gốc ↗
May 02 2025
13F-HR · kỳ Q1 2025
$11.26B · 217 vị thế · Xem hồ sơ SEC gốc ↗
Feb 07 2025
13F-HR · kỳ Q4 2024
$11.34B · 214 vị thế · Xem hồ sơ SEC gốc ↗
Nov 01 2024
13F-HR · kỳ Q3 2024
$11.11B · 216 vị thế · Xem hồ sơ SEC gốc ↗
Aug 02 2024
13F-HR · kỳ Q2 2024
$10.17B · 222 vị thế · 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: Q2 2026 · hồ sơ mới nhất Jul 31, 2026 ·
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