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
2024 年第 2 季到 2024 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
- 5 檔
- 估計 +$3,407 萬
- 加碼
- 38 檔
- 估計 +$1.37 億
- 減碼
- 4 檔
- 估計 −$2,676 萬
- 清倉
- 7 檔
- 估計 −$4,201 萬
總值從 $101.7 億變成 $111.1 億（+$9.45 億 (+9.3%)），持股從 134 檔變成 132 檔（−2）。
2024 年第 3 季全部持倉2024 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2024 年第 3 季，下面灰字是 2024 年第 2 季。兩季之間拆股的股票，2024 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） |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | 不變歷史 | 1,1141,114 | 00.0% | $7.70 億$6.82 億 | $0 | 6.9%6.7% | +0.22 |
| BRK.BBerkshire Hathaway Inc | 不變歷史 | 1,531,9711,531,971 | 00.0% | $7.05 億$6.23 億 | $0 | 6.3%6.1% | +0.22 |
| BNBROOKFIELD Corp | 不變歷史 | 8,715,7418,715,741 | 00.0% | $4.63 億$3.62 億 | $0 | 4.2%3.6% | +0.61 |
| GOOGAlphabet Inc. | 不變歷史 | 2,749,8602,749,860 | 00.0% | $4.60 億$5.04 億 | $0 | 4.1%5.0% | −0.82 |
| AMZNAmazon Com Inc | 不變歷史 | 2,030,7602,030,760 | 00.0% | $3.78 億$3.92 億 | $0 | 3.4%3.9% | −0.45 |
| HDHome Depot, Inc. | 不變歷史 | 920,000920,000 | 00.0% | $3.73 億$3.17 億 | $0 | 3.4%3.1% | +0.24 |
| DEDeere & Co | 加碼歷史 | 869,100845,350 | +23,750+2.8% | $3.63 億$3.16 億 | +$991.2 萬 | 3.3%3.1% | +0.16 |
| WSOWatsco Inc | 加碼歷史 | 582,500571,250 | +11,250+2.0% | $2.87 億$2.65 億 | +$553.4 萬 | 2.6%2.6% | −0.02 |
| AAPLApple Inc. | 不變歷史 | 1,227,2901,227,290 | 00.0% | $2.86 億$2.58 億 | $0 | 2.6%2.5% | +0.03 |
| VVisa Inc. | 不變歷史 | 999,285999,285 | 00.0% | $2.75 億$2.62 億 | $0 | 2.5%2.6% | −0.11 |
| ADIAnalog Devices Inc | 不變歷史 | 1,167,6711,167,671 | 00.0% | $2.69 億$2.67 億 | $0 | 2.4%2.6% | −0.20 |
| NVONovo Nordisk A S | 不變歷史 | 2,150,0002,150,000 | 00.0% | $2.56 億$3.07 億 | $0 | 2.3%3.0% | −0.71 |
| MSFTMicrosoft Corp | 加碼歷史 | 514,980507,480 | +7,500+1.5% | $2.22 億$2.27 億 | +$322.7 萬 | 2.0%2.2% | −0.24 |
| BLKBlackRock, Inc. | 不變歷史 | 220,200220,200 | 00.0% | $2.09 億$1.73 億 | $0 | 1.9%1.7% | +0.18 |
| DISWalt Disney Co | 不變歷史 | 2,031,6652,031,665 | 00.0% | $1.95 億$2.02 億 | $0 | 1.8%2.0% | −0.23 |
| DEODiageo PLC | 不變歷史 | 1,366,7081,366,708 | 00.0% | $1.92 億$1.72 億 | $0 | 1.7%1.7% | +0.03 |
| PGRProgressive Corp | 不變歷史 | 753,750753,750 | 00.0% | $1.91 億$1.57 億 | $0 | 1.7%1.5% | +0.18 |
| KKRKKR & Co. Inc. | 不變歷史 | 1,451,8001,451,800 | 00.0% | $1.90 億$1.53 億 | $0 | 1.7%1.5% | +0.20 |
| BXBlackstone Inc. | 不變歷史 | 1,229,0001,229,000 | 00.0% | $1.88 億$1.52 億 | $0 | 1.7%1.5% | +0.20 |
| LOWLowes Companies Inc | 加碼歷史 | 690,480675,980 | +14,500+2.1% | $1.87 億$1.49 億 | +$392.7 萬 | 1.7%1.5% | +0.22 |
| RLIRli Corp | 不變歷史 | 1,197,2721,197,272 | 00.0% | $1.86 億$1.68 億 | $0 | 1.7%1.7% | +0.01 |
| GSGoldman Sachs Group Inc | 不變歷史 | 359,360359,360 | 00.0% | $1.78 億$1.63 億 | $0 | 1.6%1.6% | 0.00 |
| MRSHMarsh & McLennan Companies, Inc. | 加碼歷史 | 722,500706,500 | +16,000+2.3% | $1.61 億$1.49 億 | +$356.9 萬 | 1.5%1.5% | −0.01 |
| METAMeta Platforms, Inc. | 加碼歷史 | 275,231270,981 | +4,250+1.6% | $1.58 億$1.37 億 | +$243.3 萬 | 1.4%1.3% | +0.07 |
| TXNTexas Instruments Inc | 不變歷史 | 724,000724,000 | 00.0% | $1.50 億$1.41 億 | $0 | 1.3%1.4% | −0.04 |
| AXPAmerican Express Co | 不變歷史 | 484,250484,250 | 00.0% | $1.31 億$1.12 億 | $0 | 1.2%1.1% | +0.08 |
| APOApollo Global Management, Inc. | 不變歷史 | 1,012,5001,012,500 | 00.0% | $1.26 億$1.20 億 | $0 | 1.1%1.2% | −0.04 |
| CATCaterpillar Inc | 加碼歷史 | 318,750311,500 | +7,250+2.3% | $1.25 億$1.04 億 | +$283.6 萬 | 1.1%1.0% | +0.10 |
| LPLALPL Financial Holdings Inc. | 加碼歷史 | 520,404481,791 | +38,613+8.0% | $1.21 億$1.35 億 | +$898.3 萬 | 1.1%1.3% | −0.23 |
| GDGeneral Dynamics Corp | 不變歷史 | 391,000391,000 | 00.0% | $1.18 億$1.13 億 | $0 | 1.1%1.1% | −0.05 |
| NVRNVR Inc | 加碼歷史 | 11,70411,529 | +175+1.5% | $1.15 億$8,749 萬 | +$171.7 萬 | 1.0%0.9% | +0.17 |
| BAMBrookfield Asset Management Ltd. | 不變歷史 | 2,193,9532,193,953 | 00.0% | $1.04 億$8,348 萬 | $0 | 0.9%0.8% | +0.11 |
| MAMastercard Inc | 不變歷史 | 207,540207,540 | 00.0% | $1.02 億$9,156 萬 | $0 | 0.9%0.9% | +0.02 |
| MCOMoodys Corp | 不變歷史 | 213,890213,890 | 00.0% | $1.02 億$9,003 萬 | $0 | 0.9%0.9% | +0.03 |
| JNJJohnson & Johnson | 不變歷史 | 610,800610,800 | 00.0% | $9,899 萬$8,927 萬 | $0 | 0.9%0.9% | +0.01 |
| GOOGLAlphabet Inc. | 不變歷史 | 555,000555,000 | 00.0% | $9,205 萬$1.01 億 | $0 | 0.8%1.0% | −0.17 |
| SCHWSchwab Charles Corp | 減碼歷史 | 1,350,8001,366,766 | −15,966−1.2% | $8,755 萬$1.01 億 | −$103.5 萬 | 0.8%1.0% | −0.20 |
| ADMArcher-Daniels-Midland Co | 不變歷史 | 1,463,3001,463,300 | 00.0% | $8,742 萬$8,846 萬 | $0 | 0.8%0.9% | −0.08 |
| ITWIllinois Tool Works Inc | 不變歷史 | 327,500327,500 | 00.0% | $8,583 萬$7,760 萬 | $0 | 0.8%0.8% | +0.01 |
| MSCIMSCI Inc. | 不變歷史 | 142,850142,850 | 00.0% | $8,327 萬$6,882 萬 | $0 | 0.7%0.7% | +0.07 |
| SPGIS&P Global Inc. | 不變歷史 | 150,690150,690 | 00.0% | $7,785 萬$6,721 萬 | $0 | 0.7%0.7% | +0.04 |
| HEI.AHeico Corp | 不變歷史 | 379,644379,644 | 00.0% | $7,736 萬$6,739 萬 | $0 | 0.7%0.7% | +0.03 |
| LINLinde PLC | 加碼歷史 | 155,000143,500 | +11,500+8.0% | $7,391 萬$6,297 萬 | +$548.4 萬 | 0.7%0.6% | +0.05 |
| ROLRollins Inc | 加碼歷史 | 1,453,2751,439,275 | +14,000+1.0% | $7,351 萬$7,022 萬 | +$70.8 萬 | 0.7%0.7% | −0.03 |
| ECLEcolab Inc. | 不變歷史 | 274,300274,300 | 00.0% | $7,004 萬$6,528 萬 | $0 | 0.6%0.6% | −0.01 |
| DGDollar General Corp | 加碼歷史 | 742,250697,250 | +45,000+6.5% | $6,277 萬$9,220 萬 | +$380.6 萬 | 0.6%0.9% | −0.34 |
| ODFLOld Dominion Freight Line, Inc. | 加碼歷史 | 295,000279,500 | +15,500+5.5% | $5,860 萬$4,936 萬 | +$307.9 萬 | 0.5%0.5% | +0.04 |
| SBUXStarbucks Corp | 加碼歷史 | 600,318568,318 | +32,000+5.6% | $5,853 萬$4,424 萬 | +$312.0 萬 | 0.5%0.4% | +0.09 |
| CGCarlyle Group Inc. | 不變歷史 | 1,327,0001,327,000 | 00.0% | $5,714 萬$5,328 萬 | $0 | 0.5%0.5% | −0.01 |
| NSCNorfolk Southern Corp | 不變歷史 | 229,500229,500 | 00.0% | $5,703 萬$4,927 萬 | $0 | 0.5%0.5% | +0.03 |
| ACNAccenture plc | 不變歷史 | 159,400159,400 | 00.0% | $5,634 萬$4,836 萬 | $0 | 0.5%0.5% | +0.03 |
| FDSFactset Research Systems Inc | 不變歷史 | 116,720116,720 | 00.0% | $5,367 萬$4,765 萬 | $0 | 0.5%0.5% | +0.01 |
| FDXFedEx Corp | 加碼歷史 | 195,000181,000 | +14,000+7.7% | $5,337 萬$5,427 萬 | +$383.2 萬 | 0.5%0.5% | −0.05 |
| JPMJPMorgan Chase & Co | 不變歷史 | 252,550252,550 | 00.0% | $5,325 萬$5,108 萬 | $0 | 0.5%0.5% | −0.02 |
| ITICInvestors Title Co | 不變歷史 | 213,300213,300 | 00.0% | $4,902 萬$3,842 萬 | $0 | 0.4%0.4% | +0.06 |
| TSNTyson Foods, Inc. | 加碼歷史 | 789,500785,500 | +4,000+0.5% | $4,702 萬$4,488 萬 | +$23.8 萬 | 0.4%0.4% | −0.02 |
| CMCSAComcast Corp | 不變歷史 | 1,081,2411,081,241 | 00.0% | $4,516 萬$4,234 萬 | $0 | 0.4%0.4% | −0.01 |
| FNVFranco Nevada Corp | 加碼歷史 | 345,500245,000 | +100,500+41.0% | $4,293 萬$2,904 萬 | +$1,249 萬 | 0.4%0.3% | +0.10 |
| ROKRockwell Automation, Inc | 不變歷史 | 154,900154,900 | 00.0% | $4,158 萬$4,264 萬 | $0 | 0.4%0.4% | −0.05 |
| AONAon plc | 加碼歷史 | 120,150113,950 | +6,200+5.4% | $4,157 萬$3,345 萬 | +$214.5 萬 | 0.4%0.3% | +0.05 |
| BF.ABrown Forman Corp | 不變歷史 | 843,000843,000 | 00.0% | $4,053 萬$3,720 萬 | $0 | 0.4%0.4% | 0.00 |
| MMM3M Co | 不變歷史 | 293,750293,750 | 00.0% | $4,016 萬$3,002 萬 | $0 | 0.4%0.3% | +0.07 |
| VRSKVerisk Analytics, Inc. | 加碼歷史 | 144,950133,700 | +11,250+8.4% | $3,884 萬$3,604 萬 | +$301.5 萬 | 0.3%0.4% | 0.00 |
| NKENIKE, Inc. | 加碼歷史 | 428,900388,900 | +40,000+10.3% | $3,791 萬$2,931 萬 | +$353.6 萬 | 0.3%0.3% | +0.05 |
| THGHanover Insurance Group, Inc. | 加碼歷史 | 254,000240,000 | +14,000+5.8% | $3,762 萬$3,011 萬 | +$207.4 萬 | 0.3%0.3% | +0.04 |
| SHWSherwin Williams Co | 不變歷史 | 94,17294,172 | 00.0% | $3,594 萬$2,810 萬 | $0 | 0.3%0.3% | +0.05 |
| COSTCostco Wholesale Corp | 不變歷史 | 39,15039,150 | 00.0% | $3,471 萬$3,328 萬 | $0 | 0.3%0.3% | −0.01 |
| TROWPrice T Rowe Group Inc | 不變歷史 | 314,000314,000 | 00.0% | $3,420 萬$3,621 萬 | $0 | 0.3%0.4% | −0.05 |
| LMTLockheed Martin Corp | 不變歷史 | 56,36356,363 | 00.0% | $3,295 萬$2,633 萬 | $0 | 0.3%0.3% | +0.04 |
| HGTYHagerty, Inc. | 不變歷史 | 3,000,0003,000,000 | 00.0% | $3,051 萬$3,120 萬 | $0 | 0.3%0.3% | −0.03 |
| ALLAllstate Corp | 不變歷史 | 154,550154,550 | 00.0% | $2,931 萬$2,468 萬 | $0 | 0.3%0.2% | +0.02 |
| Rio Tinto PLC755130000 | 新進– | 224,0000 | +224,000 | $2,714 萬$0 | +$2,714 萬 | 0.2%0.0% | +0.24 |
| BF.BBrown Forman Corp | 不變歷史 | 474,187474,187 | 00.0% | $2,333 萬$2,048 萬 | $0 | 0.2%0.2% | +0.01 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 35,40029,400 | +6,000+20.4% | $2,190 萬$1,626 萬 | +$371.1 萬 | 0.2%0.2% | +0.04 |
| YUMYum Brands Inc | 加碼歷史 | 156,50286,502 | +70,000+80.9% | $2,186 萬$1,146 萬 | +$978.0 萬 | 0.2%0.1% | +0.08 |
| EFXEquifax Inc | 減碼歷史 | 72,85097,850 | −25,000−25.5% | $2,141 萬$2,372 萬 | −$734.6 萬 | 0.2%0.2% | −0.04 |
| UNPUnion Pacific Corp | 不變歷史 | 85,77885,778 | 00.0% | $2,114 萬$1,941 萬 | $0 | 0.2%0.2% | 0.00 |
| URIUnited Rentals, Inc. | 加碼歷史 | 25,95022,000 | +3,950+18.0% | $2,101 萬$1,423 萬 | +$319.8 萬 | 0.2%0.1% | +0.05 |
| CABOCable One, Inc. | 加碼歷史 | 60,05053,800 | +6,250+11.6% | $2,100 萬$1,905 萬 | +$218.6 萬 | 0.2%0.2% | 0.00 |
| TGTTarget Corp | 不變歷史 | 133,000133,000 | 00.0% | $2,073 萬$1,969 萬 | $0 | 0.2%0.2% | −0.01 |
| HCAHCA Healthcare, Inc. | 加碼歷史 | 50,93035,105 | +15,825+45.1% | $2,070 萬$1,128 萬 | +$643.2 萬 | 0.2%0.1% | +0.08 |
| PAYXPaychex Inc | 不變歷史 | 150,000150,000 | 00.0% | $2,013 萬$1,778 萬 | $0 | 0.2%0.2% | +0.01 |
| RNRRenaissancere Holdings Ltd | 不變歷史 | 70,00070,000 | 00.0% | $1,907 萬$1,565 萬 | $0 | 0.2%0.2% | +0.02 |
| CARRCarrier Global Corp | 不變歷史 | 235,000235,000 | 00.0% | $1,892 萬$1,482 萬 | $0 | 0.2%0.1% | +0.02 |
| CSCOCisco Systems, Inc. | 不變歷史 | 342,000342,000 | 00.0% | $1,820 萬$1,625 萬 | $0 | 0.2%0.2% | 0.00 |
| CCKCrown Holdings, Inc. | 不變歷史 | 189,500189,500 | 00.0% | $1,817 萬$1,410 萬 | $0 | 0.2%0.1% | +0.02 |
| WHRWhirlpool Corp | 減碼歷史 | 157,619282,049 | −124,430−44.1% | $1,687 萬$2,883 萬 | −$1,331 萬 | 0.2%0.3% | −0.13 |
| FERGFerguson Enterprises Inc. | 加碼歷史 | 84,50070,500 | +14,000+19.9% | $1,678 萬$1,365 萬 | +$278.0 萬 | 0.2%0.1% | +0.02 |
| PEPPepsiCo Inc | 不變歷史 | 96,21096,210 | 00.0% | $1,636 萬$1,587 萬 | $0 | 0.1%0.2% | −0.01 |
| APDAir Products & Chemicals, Inc. | 加碼歷史 | 52,00038,000 | +14,000+36.8% | $1,548 萬$980.6 萬 | +$416.8 萬 | 0.1%0.1% | +0.04 |
| CHHChoice Hotels International Inc | 加碼歷史 | 115,500110,500 | +5,000+4.5% | $1,505 萬$1,315 萬 | +$65.2 萬 | 0.1%0.1% | +0.01 |
| LAMRLamar Advertising Co | 加碼歷史 | 111,00094,000 | +17,000+18.1% | $1,483 萬$1,124 萬 | +$227.1 萬 | 0.1%0.1% | +0.02 |
| SMGScotts Miracle-Gro Co | 不變歷史 | 168,000168,000 | 00.0% | $1,457 萬$1,093 萬 | $0 | 0.1%0.1% | +0.02 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 24,06420,814 | +3,250+15.6% | $1,407 萬$1,060 萬 | +$190.0 萬 | 0.1%0.1% | +0.02 |
| IQVIQVIA Holdings Inc. | 不變歷史 | 58,72658,726 | 00.0% | $1,392 萬$1,242 萬 | $0 | 0.1%0.1% | 0.00 |
| PMPhilip Morris International Inc. | 不變歷史 | 114,500114,500 | 00.0% | $1,390 萬$1,160 萬 | $0 | 0.1%0.1% | +0.01 |
| COFCapital One Financial Corp | 不變歷史 | 91,00091,000 | 00.0% | $1,363 萬$1,260 萬 | $0 | 0.1%0.1% | 0.00 |
| AMTAmerican Tower Corp | 不變歷史 | 51,91051,910 | 00.0% | $1,207 萬$1,009 萬 | $0 | 0.1%0.1% | +0.01 |
| SEICSEI Investments Co | 不變歷史 | 173,200173,200 | 00.0% | $1,198 萬$1,120 萬 | $0 | 0.1%0.1% | 0.00 |
| OTISOtis Worldwide Corp | 不變歷史 | 114,620114,620 | 00.0% | $1,191 萬$1,103 萬 | $0 | 0.1%0.1% | 0.00 |
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。