MARKEL GROUP INC.
大師馬克爾集團
- SEC CIK
- 0001096343
- 主理人
- 湯姆·蓋納
- 風格
- 品質、價值
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/7/31。SEC
- 持股檔數
- 130
- 較 2026 年第 1 季 +1
- 總值
- $131.3 億
- 較 2026 年第 1 季 +$11.92 億 (+10.0%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| GOOGALPHABET INC CAP STK CL C | Stock | 2,749,860 | $9.72 億 | 7.40% | 00.0% | 不變 | 查看 |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 1,114 | $8.34 億 | 6.35% | 00.0% | 不變 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 1,531,971 | $7.67 億 | 5.84% | 00.0% | 不變 | 查看 |
| DEDEERE & CO COM | Stock | 877,900 | $5.57 億 | 4.24% | 00.0% | 不變 | 查看 |
| BNBROOKFIELD CORP | CL A LTD VT SH | 13,073,609 | $5.57 億 | 4.24% | 00.0% | 不變 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 2,030,760 | $4.84 億 | 3.69% | 00.0% | 不變 | 查看 |
| ADIANALOG DEVICES INC COM | Stock | 999,671 | $3.97 億 | 3.02% | −23,574−2.3% | 減碼 | 查看 |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 359,360 | $3.63 億 | 2.77% | 00.0% | 不變 | 查看 |
| AAPLAPPLE INC COM | Stock | 1,227,290 | $3.55 億 | 2.70% | 00.0% | 不變 | 查看 |
| CATCATERPILLAR INC COM | Stock | 328,650 | $3.5 億 | 2.67% | 00.0% | 不變 | 查看 |
| VVISA INC COM CL A | Stock | 1,013,912 | $3.48 億 | 2.65% | +9,581+1.0% | 加碼 | 查看 |
| HDHOME DEPOT INC COM | Stock | 922,500 | $3.25 億 | 2.48% | +2,500+0.3% | 加碼 | 查看 |
| WSOWATSCO INC | COM | 597,750 | $2.49 億 | 1.90% | +15,581+2.7% | 加碼 | 查看 |
| TXNTEXAS INSTRS INC COM | Stock | 724,000 | $2.16 億 | 1.64% | 00.0% | 不變 | 查看 |
| BLKBLACKROCK INC COM | Stock | 220,200 | $2.12 億 | 1.61% | 00.0% | 不變 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 572,000 | $2.04 億 | 1.56% | 00.0% | 不變 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 537,630 | $2.01 億 | 1.53% | 00.0% | 不變 | 查看 |
| DISDISNEY WALT CO COM | Stock | 2,031,665 | $1.96 億 | 1.49% | 00.0% | 不變 | 查看 |
| AXPAMERICAN EXPRESS CO COM | Stock | 490,450 | $1.66 億 | 1.26% | 00.0% | 不變 | 查看 |
| LOWLOWES COS INC COM | Stock | 751,980 | $1.66 億 | 1.26% | +13,500+1.8% | 加碼 | 查看 |
| PGRPROGRESSIVE CORP COM | Stock | 753,750 | $1.65 億 | 1.25% | 00.0% | 不變 | 查看 |
| FNVFRANCO NEV CORP COM | Stock | 773,500 | $1.61 億 | 1.23% | +65,000+9.2% | 加碼 | 查看 |
| LPLALPL FINL HLDGS INC | COM | 559,951 | $1.58 億 | 1.20% | 00.0% | 不變 | 查看 |
| JNJJOHNSON & JOHNSON COM | Stock | 610,800 | $1.55 億 | 1.18% | 00.0% | 不變 | 查看 |
| BXBLACKSTONE INC | COM | 1,229,000 | $1.45 億 | 1.10% | 00.0% | 不變 | 查看 |
| RLIRLI CORP | COM | 2,394,544 | $1.41 億 | 1.08% | 00.0% | 不變 | 查看 |
| GDGENERAL DYNAMICS CORP COM | Stock | 391,000 | $1.39 億 | 1.05% | 00.0% | 不變 | 查看 |
| NVONOVO-NORDISK A S ADR | ADR | 2,869,774 | $1.38 億 | 1.05% | 00.0% | 不變 | 查看 |
| KKRKKR & CO INC | COM | 1,451,800 | $1.33 億 | 1.01% | 00.0% | 不變 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 234,163 | $1.32 億 | 1.00% | −14,140−5.7% | 減碼 | 查看 |
| SCHWCHARLES SCHWAB CORP (THE) COM | Stock | 1,394,800 | $1.29 億 | 0.98% | +11,000+0.8% | 加碼 | 查看 |
| MRSHMARSH & MCLENNAN COS INC COM | Stock | 763,500 | $1.27 億 | 0.97% | 00.0% | 不變 | 查看 |
| APOAPOLLO GLOBAL MGMT INC | COM | 1,012,500 | $1.2 億 | 0.91% | 00.0% | 不變 | 查看 |
| ADMARCHER DANIELS MIDLAND CO COM | Stock | 1,505,800 | $1.15 億 | 0.88% | 00.0% | 不變 | 查看 |
| LINLINDE PLC SHS | Stock | 215,600 | $1.12 億 | 0.85% | +11,000+5.4% | 加碼 | 查看 |
| DEODIAGEO PLC | SPON ADR NEW | 1,372,208 | $1.1 億 | 0.84% | 00.0% | 不變 | 查看 |
| MAMASTERCARD INCORPORATED CL A | Stock | 207,540 | $1.07 億 | 0.81% | 00.0% | 不變 | 查看 |
| DGDOLLAR GEN CORP NEW | COM | 869,250 | $1 億 | 0.76% | 00.0% | 不變 | 查看 |
| BAMBROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 2,193,953 | $9,839.88 萬 | 0.75% | 00.0% | 不變 | 查看 |
| HEI.AHEICO CORP NEW | CL A | 379,644 | $9,791.4 萬 | 0.75% | 00.0% | 不變 | 查看 |
| MCOMOODYS CORP COM | Stock | 213,890 | $9,687.51 萬 | 0.74% | 00.0% | 不變 | 查看 |
| ODFLOLD DOMINION FREIGHT LINE IN | COM | 429,150 | $9,295.39 萬 | 0.71% | 00.0% | 不變 | 查看 |
| NSCNORFOLK SOUTHN CORP COM | Stock | 282,500 | $8,887.17 萬 | 0.68% | 00.0% | 不變 | 查看 |
| ITWILLINOIS TOOL WKS INC COM | Stock | 327,500 | $8,857.89 萬 | 0.67% | 00.0% | 不變 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 252,550 | $8,266.72 萬 | 0.63% | 00.0% | 不變 | 查看 |
| NVRNVR INC | COM | 12,097 | $8,242.17 萬 | 0.63% | +10+0.1% | 加碼 | 查看 |
| MSCIMSCI INC COM | Stock | 142,850 | $8,000.17 萬 | 0.61% | 00.0% | 不變 | 查看 |
| ROKROCKWELL AUTOMATION INC COM | Stock | 154,900 | $7,668.79 萬 | 0.58% | 00.0% | 不變 | 查看 |
| ECLECOLAB INC COM | Stock | 274,300 | $7,642.27 萬 | 0.58% | 00.0% | 不變 | 查看 |
| SUNBSUNBELT RENTALS HOLDINGS INC | SHS | 974,361 | $7,289.19 萬 | 0.56% | +11,000+1.1% | 加碼 | 查看 |
| SBUXSTARBUCKS CORP COM | Stock | 623,818 | $6,374.8 萬 | 0.49% | 00.0% | 不變 | 查看 |
| ROLROLLINS INC | COM | 1,516,525 | $6,329.98 萬 | 0.48% | +18,500+1.2% | 加碼 | 查看 |
| THGHANOVER INS GROUP INC | COM | 281,000 | $6,016.77 萬 | 0.46% | 00.0% | 不變 | 查看 |
| ITICINVESTORS TITLE CO NC | COM | 213,300 | $5,837.59 萬 | 0.44% | 00.0% | 不變 | 查看 |
| CGCARLYLE GROUP INC | COM | 1,327,000 | $5,588 萬 | 0.43% | 00.0% | 不變 | 查看 |
| TSNTYSON FOODS INC CL A | Stock | 913,500 | $5,229.79 萬 | 0.40% | +24,000+2.7% | 加碼 | 查看 |
| SPGIS&P GLOBAL INC COM | Stock | 117,690 | $4,793.04 萬 | 0.37% | 00.0% | 不變 | 查看 |
| AONAON PLC | CL A | 135,800 | $4,504.35 萬 | 0.34% | 00.0% | 不變 | 查看 |
| UNPUNION PAC CORP COM | Stock | 161,028 | $4,379.96 萬 | 0.33% | +10,750+7.2% | 加碼 | 查看 |
| FERGFERGUSON ENTERPRISES INC | COMMON STOCK NEW | 180,200 | $4,276.69 萬 | 0.33% | +9,500+5.6% | 加碼 | 查看 |
| RTXRTX CORPORATION COM | Stock | 224,000 | $4,249.95 萬 | 0.32% | 00.0% | 不變 | 查看 |
| CSCOCISCO SYS INC COM | Stock | 355,500 | $4,175.7 萬 | 0.32% | 00.0% | 不變 | 查看 |
| MELIMERCADOLIBRE INC | COM | 24,000 | $4,073.74 萬 | 0.31% | +18,550+340.4% | 加碼 | 查看 |
| YUMYUM BRANDS INC COM | Stock | 245,213 | $3,919.98 萬 | 0.30% | 00.0% | 不變 | 查看 |
| MARMARRIOTT INTL INC NEW CL A | Stock | 99,500 | $3,687.37 萬 | 0.28% | +5,750+6.1% | 加碼 | 查看 |
| ALLALLSTATE CORP COM | Stock | 154,550 | $3,677.36 萬 | 0.28% | 00.0% | 不變 | 查看 |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 73,100 | $3,664.94 萬 | 0.28% | +6,000+8.9% | 加碼 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 39,150 | $3,662.37 萬 | 0.28% | 00.0% | 不變 | 查看 |
| HGTYHAGERTY INC | CL A COM | 3,108,000 | $3,589.74 萬 | 0.27% | 00.0% | 不變 | 查看 |
| TROWPRICE T ROWE GROUP INC COM | Stock | 314,000 | $3,569.87 萬 | 0.27% | 00.0% | 不變 | 查看 |
| URIUNITED RENTALS INC | COM | 31,150 | $3,528.95 萬 | 0.27% | 00.0% | 不變 | 查看 |
| ABNBAIRBNB INC COM CL A | Stock | 242,389 | $3,468.59 萬 | 0.26% | 00.0% | 不變 | 查看 |
| LMTLOCKHEED MARTIN CORP COM | Stock | 65,213 | $3,322.34 萬 | 0.25% | 00.0% | 不變 | 查看 |
| HCAHCA HEALTHCARE INC | COM | 84,366 | $3,289.35 萬 | 0.25% | +1,936+2.3% | 加碼 | 查看 |
| SHWSHERWIN WILLIAMS CO | COM | 94,172 | $3,242.53 萬 | 0.25% | 00.0% | 不變 | 查看 |
| FDSFACTSET RESH SYS INC COM | Stock | 135,376 | $3,114.73 萬 | 0.24% | 00.0% | 不變 | 查看 |
| LAMRLAMAR ADVERTISING CO CL A | REIT | 193,000 | $3,010.41 萬 | 0.23% | 00.0% | 不變 | 查看 |
| VRSKVERISK ANALYTICS INC | COM | 155,950 | $2,799.77 萬 | 0.21% | 00.0% | 不變 | 查看 |
| CSXCSX CORP COM | Stock | 584,500 | $2,778.13 萬 | 0.21% | +54,500+10.3% | 加碼 | 查看 |
| AMATAPPLIED MATLS INC COM | Stock | 36,350 | $2,628.11 萬 | 0.20% | 00.0% | 不變 | 查看 |
| APDAIR PRODUCTS AND CHEMICALS INC COM | Stock | 88,500 | $2,594.64 萬 | 0.20% | +13,000+17.2% | 加碼 | 查看 |
| FIXCOMFORT SYS USA INC | COM | 13,000 | $2,576.54 萬 | 0.20% | 00.0% | 不變 | 查看 |
| CCKCROWN HLDGS INC | COM | 220,000 | $2,460.04 萬 | 0.19% | 00.0% | 不變 | 查看 |
| BF.ABROWN FORMAN CORP | CL A | 843,000 | $2,306.45 萬 | 0.18% | 00.0% | 不變 | 查看 |
| RNRRENAISSANCERE HLDGS LTD | COM | 70,000 | $2,218.3 萬 | 0.17% | 00.0% | 不變 | 查看 |
| EPDENTERPRISE PRODS PARTNERS L P COM | Stock | 569,000 | $2,091.64 萬 | 0.16% | +367,000+181.7% | 加碼 | 查看 |
| PMPHILIP MORRIS INTL INC COM | Stock | 114,500 | $2,071.42 萬 | 0.16% | 00.0% | 不變 | 查看 |
| ACNACCENTURE PLC IRELAND SHS CLASS A | Stock | 159,400 | $1,983.57 萬 | 0.15% | 00.0% | 不變 | 查看 |
| CMCSACOMCAST CORP NEW CL A | Stock | 802,074 | $1,969.09 萬 | 0.15% | −159,806−16.6% | 減碼 | 查看 |
| HXLHEXCEL CORP NEW | COM | 189,000 | $1,891.13 萬 | 0.14% | 00.0% | 不變 | 查看 |
| NKENIKE INC CL B | Stock | 447,400 | $1,836.58 萬 | 0.14% | 00.0% | 不變 | 查看 |
| COFCAPITAL ONE FINL CORP COM | Stock | 91,000 | $1,825.64 萬 | 0.14% | 00.0% | 不變 | 查看 |
| BNYBANK OF NY MELLON CORP COM | Stock | 124,500 | $1,800.39 萬 | 0.14% | 00.0% | 不變 | 查看 |
| CARRCARRIER GLOBAL CORPORATION COM | Stock | 235,000 | $1,723.73 萬 | 0.13% | 00.0% | 不變 | 查看 |
| WFCWELLS FARGO & CO COM | Stock | 204,450 | $1,689.57 萬 | 0.13% | 00.0% | 不變 | 查看 |
| SEICSEI INVTS CO | COM | 173,200 | $1,519.14 萬 | 0.12% | 00.0% | 不變 | 查看 |
| PAYXPAYCHEX INC COM | Stock | 150,000 | $1,474.95 萬 | 0.11% | 00.0% | 不變 | 查看 |
| HSYHERSHEY CO | COM | 75,000 | $1,315.88 萬 | 0.10% | 00.0% | 不變 | 查看 |
| PEPPEPSICO INC COM | Stock | 96,210 | $1,302.68 萬 | 0.10% | 00.0% | 不變 | 查看 |
| BF.BBROWN FORMAN CORP CL B | Stock | 474,187 | $1,263.71 萬 | 0.10% | 00.0% | 不變 | 查看 |