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
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/6/13 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| DCTDuck Creek Technologies, Inc. | SHS | 9,250 | $20.5 萬 | <0.1% | +9,250 | 新進 | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 2,050 | $48.4 萬 | <0.1% | +2,050 | 新進 | 歷史 |
| AXTAAxalta Coating Systems Ltd. | COM | 20,626 | $50.7 萬 | <0.1% | +20,626 | 新進 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 5,120 | $67.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CECelanese Corp | Stock | 4,800 | $68.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ITGartner Inc | COM | 2,500 | $74.4 萬 | <0.1% | +2,500 | 新進 | 歷史 |
| SMGScotts Miracle-Gro Co | Stock | 6,500 | $79.9 萬 | <0.1% | +6,500 | 新進 | 歷史 |
| LAMRLamar Advertising Co | REIT | 8,500 | $98.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,950 | $115.2 萬 | <0.1% | +1,650+550.0% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 17,600 | $117.2 萬 | <0.1% | +14,500+467.7% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 10,551 | $122.0 萬 | <0.1% | +10,551 | 新進 | 歷史 |
| INTUIntuit Inc. | Stock | 2,720 | $130.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Hagerty, Inc.405166117 | *W EXP 99/99/999 | 540,000 | $150.7 萬 | <0.1% | 00.0% | 不變 | – |
| SONYSony Group Corp | SPONSORED ADR | 16,000 | $164.3 萬 | <0.1% | +16,000 | 新進 | 歷史 |
| SHOPShopify Inc. | Stock | 2,750 | $185.9 萬 | <0.1% | +2,750 | 新進 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 12,900 | $194.8 萬 | <0.1% | +10,000+344.8% | 加碼 | 歷史 |
| EMNEastman Chemical Co | Stock | 17,450 | $195.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EAElectronic Arts Inc. | COM | 16,900 | $213.8 萬 | <0.1% | +16,900 | 新進 | 歷史 |
| WRBBerkley W R Corp | COM | 40,500 | $269.7 萬 | <0.1% | +13,500+50.0% | 加碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 23,000 | $302.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GHCGraham Holdings Co | COM CL B | 5,200 | $318.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Brookfield Asset Mgmt ReinsG16169107 | CL A EXCH LT VTG | 60,101 | $343.7 萬 | <0.1% | 00.0% | 不變 | – |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 59,000 | $353.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YAlleghany Corp | COM | 4,328 | $366.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BALLBALL Corp | COM | 46,000 | $414.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LBTYALiberty Global Ltd. | SHS CL A | 179,000 | $456.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 10,363 | $457.4 萬 | 0.1% | +1,250+13.7% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 75,000 | $537.8 萬 | 0.1% | +6,000+8.7% | 加碼 | 歷史 |
| OIO-I Glass, Inc. | COM | 458,000 | $603.6 萬 | 0.1% | +218,000+90.8% | 加碼 | 歷史 |
| THGHanover Insurance Group, Inc. | COM | 47,000 | $702.7 萬 | 0.1% | +47,000 | 新進 | 歷史 |
| CABOCable One, Inc. | COM | 5,200 | $761.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 114,620 | $882.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 195,450 | $947.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TRUTransUnion | COM | 96,050 | $992.6 萬 | 0.1% | +1,550+1.6% | 加碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 7,900 | $1,068 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 114,500 | $1,076 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CARRCarrier Global Corp | Stock | 235,000 | $1,078 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HXLHexcel Corp | COM | 189,000 | $1,124 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TRUPTrupanion, Inc. | COM | 133,400 | $1,189 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 51,910 | $1,304 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 58,500 | $1,354 萬 | 0.2% | +41,000+234.3% | 加碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 116,000 | $1,451 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 116,050 | $1,607 萬 | 0.2% | +76,250+191.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 96,210 | $1,610 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 76,500 | $1,642 萬 | 0.2% | +2,500+3.4% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 357,750 | $1,776 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 342,000 | $1,907 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 426,000 | $1,947 萬 | 0.2% | 00.0% | 不變 | – |
| PAYXPaychex Inc | Stock | 150,000 | $2,047 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AONAon plc | CL A | 64,950 | $2,115 萬 | 0.3% | +6,850+11.8% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 224,000 | $2,219 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HCSGHealthcare Services Group Inc | COM | 1,200,500 | $2,229 萬 | 0.3% | +72,000+6.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 39,150 | $2,255 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LBRDKLiberty Broadband Corp | COM SER C | 172,113 | $2,329 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 85,778 | $2,344 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 94,172 | $2,351 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 522,000 | $2,387 萬 | 0.3% | 00.0% | 不變 | – |
| SEICSEI Investments Co | COM | 445,200 | $2,681 萬 | 0.3% | +14,000+3.2% | 加碼 | 歷史 |
| LBRDALiberty Broadband Corp | COM SER A | 205,250 | $2,690 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DGDollar General Corp | COM | 125,750 | $2,800 萬 | 0.3% | +56,000+80.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 216,550 | $2,952 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 630,612 | $2,953 萬 | 0.4% | +98,332+18.5% | 加碼 | 歷史 |
| EFXEquifax Inc | COM | 125,150 | $2,967 萬 | 0.4% | +3,050+2.5% | 加碼 | 歷史 |
| LINLinde PLC | SHS | 94,400 | $3,016 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BF.BBrown Forman Corp | Stock | 474,187 | $3,178 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Hagerty Inc405166909 | COM CL A | 3,000,000 | $3,237 萬 | 0.4% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 332,000 | $3,360 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 384,500 | $3,446 萬 | 0.4% | +8,000+2.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 163,400 | $3,633 萬 | 0.4% | +15,597+10.6% | 加碼 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 453,600 | $3,634 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SRCLStericycle Inc | COM | 631,700 | $3,722 萬 | 0.4% | +38,000+6.4% | 加碼 | 歷史 |
| MMM3M Co | Stock | 269,750 | $4,016 萬 | 0.5% | +16,550+6.5% | 加碼 | 歷史 |
| NVRNVR Inc | COM | 9,539 | $4,261 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 152,900 | $4,282 萬 | 0.5% | +2,000+1.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 15,500 | $4,311 萬 | 0.5% | +2,250+17.0% | 加碼 | 歷史 |
| ITICInvestors Title Co | COM | 213,300 | $4,335 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| HEI.AHeico Corp | CL A | 343,144 | $4,352 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ROLRollins Inc | COM | 1,248,275 | $4,375 萬 | 0.5% | +5,000+0.4% | 加碼 | 歷史 |
| ENOVEnovis CORP | COM | 1,135,070 | $4,517 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 314,000 | $4,747 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 529,318 | $4,815 萬 | 0.6% | +1,000+0.2% | 加碼 | 歷史 |
| WHRWhirlpool Corp | Stock | 282,049 | $4,873 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 366,000 | $4,925 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 116,720 | $5,067 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BF.ABrown Forman Corp | CL A | 843,000 | $5,289 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 159,400 | $5,375 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 309,300 | $5,461 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 80,300 | $5,608 萬 | 0.7% | +1,000+1.3% | 加碼 | 歷史 |
| CGCarlyle Group Inc. | COM | 1,237,000 | $6,050 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 149,790 | $6,144 萬 | 0.7% | +1,250+0.8% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 1,012,500 | $6,277 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 287,500 | $6,406 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 229,500 | $6,546 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 327,500 | $6,858 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| MSCIMSCI Inc. | Stock | 141,700 | $7,126 萬 | 0.8% | +4,700+3.4% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 212,990 | $7,187 萬 | 0.9% | +1,750+0.8% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 207,540 | $7,417 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| KKRKKR & Co. Inc. | COM | 1,420,650 | $8,307 萬 | 1.0% | +3,350+0.2% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 750,750 | $8,558 萬 | 1.0% | +29,750+4.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 484,250 | $9,056 萬 | 1.1% | 00.0% | 不變 | 歷史 |
2021 年第 4 季之後清倉（4 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。