馬克爾集團
大師Markel Group Inc.
- SEC CIK
- 0001096343
- 主理人
- 湯姆·蓋納
- 風格
- 品質、價值
- 最新申報
- 2026/7/31
2021 年第 2 季到 2021 年第 3 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 3 檔
- 估計 +$921.9 萬
- 加碼
- 18 檔
- 估計 +$5,064 萬
- 減碼
- 2 檔
- 估計 −$996.2 萬
- 清倉
- 3 檔
- 估計 −$2,713 萬
總值從 $79.0 億變成 $79.1 億（+$1,042 萬 (+0.1%)），持股從 125 檔變成 125 檔（0）。
2021 年第 3 季全部持倉2021 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2021 年第 3 季，下面灰字是 2021 年第 2 季。兩季之間拆股的股票，2021 年第 2 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| BAMBrookfield Asset Management Ltd. | 不變歷史 | 8,715,7418,715,741 | 00.0% | $4.66 億$4.44 億 | $0 | 5.9%5.6% | +0.27 |
| BRK.ABerkshire Hathaway Inc | 不變歷史 | 1,1141,114 | 00.0% | $4.58 億$4.66 億 | $0 | 5.8%5.9% | −0.11 |
| BRK.BBerkshire Hathaway Inc | 不變歷史 | 1,531,9711,531,971 | 00.0% | $4.18 億$4.26 億 | $0 | 5.3%5.4% | −0.10 |
| GOOGAlphabet Inc. | 不變歷史 | 137,493137,493 | 00.0% | $3.66 億$3.45 億 | $0 | 4.6%4.4% | +0.27 |
| AMZNAmazon Com Inc | 不變歷史 | 98,51898,518 | 00.0% | $3.24 億$3.39 億 | $0 | 4.1%4.3% | −0.20 |
| DISWalt Disney Co | 不變歷史 | 1,864,1651,864,165 | 00.0% | $3.15 億$3.28 億 | $0 | 4.0%4.1% | −0.16 |
| HDHome Depot, Inc. | 不變歷史 | 920,000920,000 | 00.0% | $3.02 億$2.93 億 | $0 | 3.8%3.7% | +0.10 |
| DEODiageo PLC | 不變歷史 | 1,350,2081,350,208 | 00.0% | $2.61 億$2.59 億 | $0 | 3.3%3.3% | +0.02 |
| DEDeere & Co | 不變歷史 | 755,800755,800 | 00.0% | $2.53 億$2.67 億 | $0 | 3.2%3.4% | −0.17 |
| VVisa Inc. | 不變歷史 | 958,040958,040 | 00.0% | $2.13 億$2.24 億 | $0 | 2.7%2.8% | −0.14 |
| BLKBlackRock, Inc. | 不變歷史 | 220,200220,200 | 00.0% | $1.85 億$1.93 億 | $0 | 2.3%2.4% | −0.10 |
| ADIAnalog Devices Inc | 加碼歷史 | 1,057,421891,411 | +166,010+18.6% | $1.77 億$1.53 億 | +$2,780 萬 | 2.2%1.9% | +0.30 |
| AAPLApple Inc. | 不變歷史 | 1,198,5401,198,540 | 00.0% | $1.70 億$1.64 億 | $0 | 2.1%2.1% | +0.07 |
| BXBlackstone Inc. | 不變歷史 | 1,229,0001,229,000 | 00.0% | $1.43 億$1.19 億 | $0 | 1.8%1.5% | +0.30 |
| TXNTexas Instruments Inc | 不變歷史 | 724,000724,000 | 00.0% | $1.39 億$1.39 億 | $0 | 1.8%1.8% | 0.00 |
| MSFTMicrosoft Corp | 不變歷史 | 479,980479,980 | 00.0% | $1.35 億$1.30 億 | $0 | 1.7%1.6% | +0.06 |
| GSGoldman Sachs Group Inc | 不變歷史 | 343,860343,860 | 00.0% | $1.30 億$1.31 億 | $0 | 1.6%1.7% | −0.01 |
| RLIRli Corp | 不變歷史 | 1,197,2721,197,272 | 00.0% | $1.20 億$1.25 億 | $0 | 1.5%1.6% | −0.07 |
| LOWLowes Companies Inc | 不變歷史 | 588,980588,980 | 00.0% | $1.19 億$1.14 億 | $0 | 1.5%1.4% | +0.06 |
| WSOWatsco Inc | 加碼歷史 | 414,250406,500 | +7,750+1.9% | $1.10 億$1.17 億 | +$205.1 萬 | 1.4%1.5% | −0.09 |
| NVONovo Nordisk A S | 不變歷史 | 1,075,0001,075,000 | 00.0% | $1.03 億$9,005 萬 | $0 | 1.3%1.1% | +0.16 |
| JNJJohnson & Johnson | 不變歷史 | 610,800610,800 | 00.0% | $9,864 萬$1.01 億 | $0 | 1.2%1.3% | −0.03 |
| MRSHMarsh & McLennan Companies, Inc. | 不變歷史 | 609,500609,500 | 00.0% | $9,230 萬$8,575 萬 | $0 | 1.2%1.1% | +0.08 |
| ADMArcher-Daniels-Midland Co | 不變歷史 | 1,463,3001,463,300 | 00.0% | $8,781 萬$8,868 萬 | $0 | 1.1%1.1% | −0.01 |
| KKRKKR & Co. Inc. | 加碼歷史 | 1,416,3001,407,800 | +8,500+0.6% | $8,623 萬$8,340 萬 | +$51.7 萬 | 1.1%1.1% | +0.03 |
| MSCIMSCI Inc. | 不變歷史 | 137,000137,000 | 00.0% | $8,334 萬$7,303 萬 | $0 | 1.1%0.9% | +0.13 |
| AXPAmerican Express Co | 不變歷史 | 484,250484,250 | 00.0% | $8,113 萬$8,001 萬 | $0 | 1.0%1.0% | +0.01 |
| SCHWSchwab Charles Corp | 不變歷史 | 1,095,3001,095,300 | 00.0% | $7,978 萬$7,975 萬 | $0 | 1.0%1.0% | 0.00 |
| GDGeneral Dynamics Corp | 不變歷史 | 387,000387,000 | 00.0% | $7,586 萬$7,286 萬 | $0 | 1.0%0.9% | +0.04 |
| MCOMoodys Corp | 不變歷史 | 211,240211,240 | 00.0% | $7,501 萬$7,655 萬 | $0 | 0.9%1.0% | −0.02 |
| MAMastercard Inc | 不變歷史 | 207,540207,540 | 00.0% | $7,216 萬$7,577 萬 | $0 | 0.9%1.0% | −0.05 |
| ITWIllinois Tool Works Inc | 不變歷史 | 327,500327,500 | 00.0% | $6,767 萬$7,322 萬 | $0 | 0.9%0.9% | −0.07 |
| ECLEcolab Inc. | 不變歷史 | 309,300309,300 | 00.0% | $6,453 萬$6,371 萬 | $0 | 0.8%0.8% | +0.01 |
| PGRProgressive Corp | 加碼歷史 | 702,500693,300 | +9,200+1.3% | $6,350 萬$6,809 萬 | +$83.2 萬 | 0.8%0.9% | −0.06 |
| SPGIS&P Global Inc. | 不變歷史 | 148,540148,540 | 00.0% | $6,311 萬$6,097 萬 | $0 | 0.8%0.8% | +0.03 |
| APOApollo Global Management, Inc. | 不變歷史 | 1,012,5001,012,500 | 00.0% | $6,236 萬$6,298 萬 | $0 | 0.8%0.8% | −0.01 |
| TROWPrice T Rowe Group Inc | 不變歷史 | 314,000314,000 | 00.0% | $6,176 萬$6,216 萬 | $0 | 0.8%0.8% | −0.01 |
| CGCarlyle Group Inc. | 加碼歷史 | 1,235,0001,224,000 | +11,000+0.9% | $5,839 萬$5,689 萬 | +$52.0 萬 | 0.7%0.7% | +0.02 |
| SBUXStarbucks Corp | 不變歷史 | 528,318528,318 | 00.0% | $5,828 萬$5,907 萬 | $0 | 0.7%0.7% | −0.01 |
| WHRWhirlpool Corp | 加碼歷史 | 280,949276,849 | +4,100+1.5% | $5,727 萬$6,036 萬 | +$83.6 萬 | 0.7%0.8% | −0.04 |
| CATCaterpillar Inc | 不變歷史 | 287,500287,500 | 00.0% | $5,519 萬$6,257 萬 | $0 | 0.7%0.8% | −0.09 |
| NSCNorfolk Southern Corp | 不變歷史 | 229,500229,500 | 00.0% | $5,491 萬$6,091 萬 | $0 | 0.7%0.8% | −0.08 |
| NKENIKE, Inc. | 不變歷史 | 366,000366,000 | 00.0% | $5,315 萬$5,654 萬 | $0 | 0.7%0.7% | −0.04 |
| BF.ABrown Forman Corp | 不變歷史 | 843,000843,000 | 00.0% | $5,283 萬$5,943 萬 | $0 | 0.7%0.8% | −0.08 |
| ENOVEnovis CORP | 不變歷史 | 1,135,0701,135,070 | 00.0% | $5,210 萬$5,200 萬 | $0 | 0.7%0.7% | 0.00 |
| ACNAccenture plc | 不變歷史 | 159,400159,400 | 00.0% | $5,100 萬$4,699 萬 | $0 | 0.6%0.6% | +0.05 |
| METAMeta Platforms, Inc. | 不變歷史 | 147,803147,803 | 00.0% | $5,016 萬$5,139 萬 | $0 | 0.6%0.7% | −0.02 |
| FDSFactset Research Systems Inc | 不變歷史 | 116,720116,720 | 00.0% | $4,608 萬$3,917 萬 | $0 | 0.6%0.5% | +0.09 |
| NVRNVR Inc | 不變歷史 | 9,5399,539 | 00.0% | $4,573 萬$4,744 萬 | $0 | 0.6%0.6% | −0.02 |
| REGNRegeneron Pharmaceuticals, Inc. | 加碼歷史 | 74,30066,800 | +7,500+11.2% | $4,497 萬$3,731 萬 | +$453.9 萬 | 0.6%0.5% | +0.10 |
| ROLRollins Inc | 不變歷史 | 1,243,2751,243,275 | 00.0% | $4,393 萬$4,252 萬 | $0 | 0.6%0.5% | +0.02 |
| ROKRockwell Automation, Inc | 加碼歷史 | 147,900142,100 | +5,800+4.1% | $4,349 萬$4,064 萬 | +$170.5 萬 | 0.5%0.5% | +0.04 |
| MMM3M Co | 加碼歷史 | 247,200240,700 | +6,500+2.7% | $4,336 萬$4,781 萬 | +$114.0 萬 | 0.5%0.6% | −0.06 |
| HEI.AHeico Corp | 不變歷史 | 343,144343,144 | 00.0% | $4,064 萬$4,261 萬 | $0 | 0.5%0.5% | −0.03 |
| SRCLStericycle Inc | 不變歷史 | 593,700593,700 | 00.0% | $4,035 萬$4,248 萬 | $0 | 0.5%0.5% | −0.03 |
| MHKMohawk Industries Inc | 不變歷史 | 221,000221,000 | 00.0% | $3,921 萬$4,247 萬 | $0 | 0.5%0.5% | −0.04 |
| ITICInvestors Title Co | 不變歷史 | 213,300213,300 | 00.0% | $3,895 萬$3,725 萬 | $0 | 0.5%0.5% | +0.02 |
| JPMJPMorgan Chase & Co | 不變歷史 | 216,550216,550 | 00.0% | $3,545 萬$3,368 萬 | $0 | 0.4%0.4% | +0.02 |
| LBRDALiberty Broadband Corp | 不變歷史 | 205,250205,250 | 00.0% | $3,455 萬$3,452 萬 | $0 | 0.4%0.4% | 0.00 |
| GOOGLAlphabet Inc. | 不變歷史 | 12,50012,500 | 00.0% | $3,342 萬$3,052 萬 | $0 | 0.4%0.4% | +0.04 |
| BF.BBrown Forman Corp | 不變歷史 | 474,187474,187 | 00.0% | $3,178 萬$3,554 萬 | $0 | 0.4%0.4% | −0.05 |
| EFXEquifax Inc | 不變歷史 | 122,100122,100 | 00.0% | $3,094 萬$2,924 萬 | $0 | 0.4%0.4% | +0.02 |
| LBRDKLiberty Broadband Corp | 不變歷史 | 172,113172,113 | 00.0% | $2,972 萬$2,989 萬 | $0 | 0.4%0.4% | 0.00 |
| TSNTyson Foods, Inc. | 不變歷史 | 376,500376,500 | 00.0% | $2,972 萬$2,777 萬 | $0 | 0.4%0.4% | +0.02 |
| CMCSAComcast Corp | 不變歷史 | 528,280528,280 | 00.0% | $2,955 萬$3,012 萬 | $0 | 0.4%0.4% | −0.01 |
| CVSCVS Health Corp | 不變歷史 | 332,000332,000 | 00.0% | $2,817 萬$2,770 萬 | $0 | 0.4%0.4% | +0.01 |
| LINLinde PLC | 不變歷史 | 94,40094,400 | 00.0% | $2,770 萬$2,729 萬 | $0 | 0.4%0.3% | 0.00 |
| SHWSherwin Williams Co | 不變歷史 | 94,17294,172 | 00.0% | $2,634 萬$2,566 萬 | $0 | 0.3%0.3% | +0.01 |
| ATVIActivision Blizzard, Inc. | 加碼歷史 | 335,600306,100 | +29,500+9.6% | $2,597 萬$2,921 萬 | +$228.3 萬 | 0.3%0.4% | −0.04 |
| SEICSEI Investments Co | 加碼歷史 | 431,200427,200 | +4,000+0.9% | $2,557 萬$2,647 萬 | +$23.7 萬 | 0.3%0.3% | −0.01 |
| Liberty Media Corp Del531229607 | 不變– | 522,000522,000 | 00.0% | $2,478 萬$2,422 萬 | $0 | 0.3%0.3% | +0.01 |
| HCSGHealthcare Services Group Inc | 加碼歷史 | 843,500819,000 | +24,500+3.0% | $2,108 萬$2,586 萬 | +$61.2 萬 | 0.3%0.3% | −0.06 |
| Liberty Media Corp531229409 | 不變– | 426,000426,000 | 00.0% | $2,010 萬$1,984 萬 | $0 | 0.3%0.3% | 0.00 |
| RTXRTX Corp | 不變歷史 | 224,000224,000 | 00.0% | $1,926 萬$1,911 萬 | $0 | 0.2%0.2% | 0.00 |
| CSCOCisco Systems, Inc. | 不變歷史 | 342,000342,000 | 00.0% | $1,862 萬$1,813 萬 | $0 | 0.2%0.2% | +0.01 |
| BNYBank of New York Mellon Corp | 不變歷史 | 357,750357,750 | 00.0% | $1,855 萬$1,833 萬 | $0 | 0.2%0.2% | 0.00 |
| COSTCostco Wholesale Corp | 不變歷史 | 39,15039,150 | 00.0% | $1,759 萬$1,549 萬 | $0 | 0.2%0.2% | +0.03 |
| PAYXPaychex Inc | 不變歷史 | 150,000150,000 | 00.0% | $1,687 萬$1,610 萬 | $0 | 0.2%0.2% | +0.01 |
| UNPUnion Pacific Corp | 不變歷史 | 85,77885,778 | 00.0% | $1,681 萬$1,887 萬 | $0 | 0.2%0.2% | −0.03 |
| ALBAlbemarle Corp | 不變歷史 | 76,00076,000 | 00.0% | $1,664 萬$1,280 萬 | $0 | 0.2%0.2% | +0.05 |
| VRSKVerisk Analytics, Inc. | 不變歷史 | 74,00074,000 | 00.0% | $1,482 萬$1,293 萬 | $0 | 0.2%0.2% | +0.02 |
| AONAon plc | 加碼歷史 | 51,60044,900 | +6,700+14.9% | $1,475 萬$1,072 萬 | +$191.5 萬 | 0.2%0.1% | +0.05 |
| PEPPepsiCo Inc | 不變歷史 | 96,21096,210 | 00.0% | $1,447 萬$1,426 萬 | $0 | 0.2%0.2% | 0.00 |
| AMTAmerican Tower Corp | 不變歷史 | 51,91051,910 | 00.0% | $1,378 萬$1,402 萬 | $0 | 0.2%0.2% | 0.00 |
| CARRCarrier Global Corp | 加碼歷史 | 230,500224,000 | +6,500+2.9% | $1,193 萬$1,089 萬 | +$33.6 萬 | 0.2%0.1% | +0.01 |
| CCKCrown Holdings, Inc. | 不變歷史 | 116,000116,000 | 00.0% | $1,169 萬$1,186 萬 | $0 | 0.1%0.2% | 0.00 |
| HXLHexcel Corp | 不變歷史 | 189,000189,000 | 00.0% | $1,123 萬$1,179 萬 | $0 | 0.1%0.1% | −0.01 |
| IFFInternational Flavors & Fragrances Inc | 減碼歷史 | 81,500156,000 | −74,500−47.8% | $1,090 萬$2,331 萬 | −$996.2 萬 | 0.1%0.3% | −0.16 |
| PMPhilip Morris International Inc. | 不變歷史 | 114,500114,500 | 00.0% | $1,085 萬$1,135 萬 | $0 | 0.1%0.1% | −0.01 |
| TRUTransUnion | 不變歷史 | 94,50094,500 | 00.0% | $1,061 萬$1,038 萬 | $0 | 0.1%0.1% | 0.00 |
| TRUPTrupanion, Inc. | 不變歷史 | 133,400133,400 | 00.0% | $1,036 萬$1,536 萬 | $0 | 0.1%0.2% | −0.06 |
| OTISOtis Worldwide Corp | 不變歷史 | 114,620114,620 | 00.0% | $943.1 萬$937.2 萬 | $0 | 0.1%0.1% | 0.00 |
| CABOCable One, Inc. | 不變歷史 | 5,2005,200 | 00.0% | $942.8 萬$994.7 萬 | $0 | 0.1%0.1% | −0.01 |
| WFCWells Fargo & Company | 不變歷史 | 195,450195,450 | 00.0% | $907.1 萬$885.2 萬 | $0 | 0.1%0.1% | 0.00 |
| MCHPMicrochip Technology Inc | 不變歷史 | 56,00056,000 | 00.0% | $859.5 萬$838.5 萬 | $0 | 0.1%0.1% | 0.00 |
| TPLTexas Pacific Land Corp | 加碼歷史 | 6,9004,500 | +2,400+53.3% | $834.5 萬$719.9 萬 | +$290.3 萬 | 0.1%0.1% | +0.01 |
| DGDollar General Corp | 新進歷史 | 37,2500 | +37,250 | $790.2 萬$0 | +$790.2 萬 | 0.1%0.0% | +0.10 |
| LBTYALiberty Global Ltd. | 不變歷史 | 179,000179,000 | 00.0% | $533.4 萬$486.1 萬 | $0 | 0.1%0.1% | +0.01 |
| MRVLMarvell Technology, Inc. | 不變歷史 | 69,00069,000 | 00.0% | $416.1 萬$402.5 萬 | $0 | 0.1%0.1% | 0.00 |
| BALLBALL Corp | 不變歷史 | 46,00046,000 | 00.0% | $413.9 萬$372.7 萬 | $0 | 0.1%<0.1% | +0.01 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。