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 2 季持倉
持倉截至 2022/6/30，2022/8/5 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 131
- 較 2022 年第 1 季 +5
- 總值
- $69.9 億
- 較 2022 年第 1 季 −$14.3 億 (−17.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| DCTDuck Creek Technologies, Inc. | SHS | 12,250 | $18.2 萬 | <0.1% | +3,000+32.4% | 加碼 | 歷史 |
| UAUnder Armour, Inc. | CL C | 25,304 | $19.2 萬 | <0.1% | +25,304 | 新進 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 5,120 | $48.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CECelanese Corp | Stock | 4,800 | $56.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AXTAAxalta Coating Systems Ltd. | COM | 28,442 | $62.9 萬 | <0.1% | +7,816+37.9% | 加碼 | 歷史 |
| ITGartner Inc | COM | 3,000 | $72.6 萬 | <0.1% | +500+20.0% | 加碼 | 歷史 |
| LAMRLamar Advertising Co | REIT | 8,500 | $74.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 2,720 | $104.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSGPCostar Group, Inc. | COM | 18,600 | $112.3 萬 | <0.1% | +1,000+5.7% | 加碼 | 歷史 |
| VNTVontier Corp | Stock | 49,873 | $114.6 萬 | <0.1% | +49,873 | 新進 | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 6,507 | $128.5 萬 | <0.1% | +4,457+217.4% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 22,261 | $155.5 萬 | <0.1% | +11,710+111.0% | 加碼 | 歷史 |
| EMNEastman Chemical Co | Stock | 17,450 | $156.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Hagerty, Inc.405166117 | *W EXP 99/99/999 | 540,000 | $164.7 萬 | <0.1% | 00.0% | 不變 | – |
| SMGScotts Miracle-Gro Co | Stock | 23,500 | $185.6 萬 | <0.1% | +17,000+261.5% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 62,500 | $195.3 萬 | <0.1% | +35,000+127.3% | 加碼依 10 比 1 拆股換算 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 8,000 | $205.0 萬 | <0.1% | +8,000 | 新進 | 歷史 |
| CBRLCracker Barrel Old Country Store, Inc | COM | 27,500 | $229.6 萬 | <0.1% | +27,500 | 新進 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 25,900 | $243.1 萬 | <0.1% | +13,000+100.8% | 加碼 | 歷史 |
| Brookfield Asset Mgmt ReinsG16169107 | CL A EXCH LT VTG | 60,101 | $268.0 萬 | <0.1% | 00.0% | 不變 | – |
| IFFInternational Flavors & Fragrances Inc | COM | 23,000 | $274.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WRBBerkley W R Corp | COM | 40,500 | $276.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GHCGraham Holdings Co | COM CL B | 5,200 | $294.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BALLBALL Corp | COM | 46,000 | $316.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 69,000 | $318.1 萬 | <0.1% | +10,000+16.9% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 6,500 | $353.1 萬 | 0.1% | +4,550+233.3% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 85,000 | $370.0 萬 | 0.1% | +10,000+13.3% | 加碼 | 歷史 |
| LBTYALiberty Global Ltd. | SHS CL A | 179,000 | $376.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 49,680 | $406.3 萬 | 0.1% | +33,680+210.5% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 10,863 | $467.0 萬 | 0.1% | +500+4.8% | 加碼 | 歷史 |
| OIO-I Glass, Inc. | COM | 468,100 | $655.3 萬 | 0.1% | +10,100+2.2% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 56,800 | $691.0 萬 | 0.1% | +39,900+236.1% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 43,000 | $752.0 萬 | 0.1% | +43,000 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 195,450 | $765.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TRUTransUnion | COM | 96,550 | $772.4 萬 | 0.1% | +500+0.5% | 加碼 | 歷史 |
| TRUPTrupanion, Inc. | COM | 133,400 | $803.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 114,620 | $810.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CARRCarrier Global Corp | Stock | 235,000 | $838.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HXLHexcel Corp | COM | 189,000 | $988.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 116,000 | $1,069 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| THGHanover Insurance Group, Inc. | COM | 76,000 | $1,112 萬 | 0.2% | +29,000+61.7% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 114,500 | $1,131 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 7,900 | $1,176 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EFXEquifax Inc | COM | 69,550 | $1,271 萬 | 0.2% | −55,600−44.4% | 減碼 | 歷史 |
| CABOCable One, Inc. | COM | 10,200 | $1,315 萬 | 0.2% | +5,000+96.2% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 51,910 | $1,327 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 83,000 | $1,437 萬 | 0.2% | +6,500+8.5% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 342,000 | $1,458 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 117,050 | $1,483 萬 | 0.2% | +1,000+0.9% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 357,750 | $1,492 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 426,000 | $1,535 萬 | 0.2% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 96,210 | $1,603 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 73,000 | $1,655 萬 | 0.2% | +14,500+24.8% | 加碼 | 歷史 |
| ESABESAB Corp | COM | 378,356 | $1,655 萬 | 0.2% | +378,356 | 新進 | 歷史 |
| PAYXPaychex Inc | Stock | 150,000 | $1,708 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 85,778 | $1,830 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AONAon plc | CL A | 69,000 | $1,861 萬 | 0.3% | +4,050+6.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 39,150 | $1,876 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 522,000 | $1,882 萬 | 0.3% | 00.0% | 不變 | – |
| LBRDKLiberty Broadband Corp | COM SER C | 172,113 | $1,990 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ENOVEnovis CORP | COM | 378,356 | $2,081 萬 | 0.3% | +378,356 | 新進 | 歷史 |
| HCSGHealthcare Services Group Inc | COM | 1,200,500 | $2,090 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 94,172 | $2,109 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 224,000 | $2,153 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LBRDALiberty Broadband Corp | COM SER A | 205,250 | $2,331 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 216,550 | $2,439 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | SHS | 94,400 | $2,714 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 724,912 | $2,845 萬 | 0.4% | +94,300+15.0% | 加碼 | 歷史 |
| SRCLStericycle Inc | COM | 656,700 | $2,880 萬 | 0.4% | +25,000+4.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 184,029 | $2,967 萬 | 0.4% | +20,629+12.6% | 加碼 | 歷史 |
| SEICSEI Investments Co | COM | 559,200 | $3,021 萬 | 0.4% | +114,000+25.6% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 332,000 | $3,076 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 154,900 | $3,087 萬 | 0.4% | +2,000+1.3% | 加碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 384,500 | $3,309 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BF.BBrown Forman Corp | Stock | 474,187 | $3,327 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ITICInvestors Title Co | COM | 213,300 | $3,347 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Hagerty Inc405166909 | COM CL A | 3,000,000 | $3,447 萬 | 0.5% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 269,750 | $3,491 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 453,600 | $3,532 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 314,000 | $3,567 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| HEI.AHeico Corp | CL A | 343,144 | $3,616 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 16,650 | $3,629 萬 | 0.5% | +1,150+7.4% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 366,000 | $3,741 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| DGDollar General Corp | COM | 152,750 | $3,749 萬 | 0.5% | +27,000+21.5% | 加碼 | 歷史 |
| NVRNVR Inc | COM | 9,659 | $3,868 萬 | 0.6% | +120+1.3% | 加碼 | 歷史 |
| CGCarlyle Group Inc. | COM | 1,237,000 | $3,917 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 532,318 | $4,067 萬 | 0.6% | +3,000+0.6% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 274,300 | $4,218 萬 | 0.6% | −35,000−11.3% | 減碼 | 歷史 |
| WHRWhirlpool Corp | Stock | 282,049 | $4,368 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ROLRollins Inc | COM | 1,262,275 | $4,408 萬 | 0.6% | +14,000+1.1% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 159,400 | $4,426 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 116,720 | $4,489 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 80,300 | $4,747 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| APOApollo Global Management, Inc. | COM | 1,012,500 | $4,909 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 149,790 | $5,049 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 287,500 | $5,139 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 229,500 | $5,216 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BF.ABrown Forman Corp | CL A | 843,000 | $5,702 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| MCOMoodys Corp | Stock | 212,990 | $5,793 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| MSCIMSCI Inc. | Stock | 141,950 | $5,850 萬 | 0.8% | +250+0.2% | 加碼 | 歷史 |
2022 年第 1 季之後清倉（2 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。