KUJIRA WATCH / マーケル・グループ（Markel Group Inc.）
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Markel Group Inc.

マーケル・グループ
13F報告額 $13.1B
FIG. 01 — 上位保有銘柄（2026-06-30 時点）
GOOGALPHABET INC7.4%$971.6M
BRK/ABERKSHIRE HATHAWAY INC DEL6.4%$834.2M
BRK/BBERKSHIRE HATHAWAY INC DEL5.8%$766.6M
DEDEERE & CO4.2%$556.9M
BNBROOKFIELD CORP4.2%$556.8M
AMZNAMAZON COM INC3.7%$484.0M
ADIANALOG DEVICES INC3.0%$397.0M
GSGOLDMAN SACHS GROUP INC2.8%$363.4M
AAPLAPPLE INC2.7%$355.1M
CATCATERPILLAR INC2.7%$350.0M
VVISA INC2.6%$347.9M
HDHOME DEPOT INC2.5%$325.3M
増加・新規
NFLXNETFLIX INC.NEW
ZTSZOETIS INCNEW
UFPIUFP INDUSTRIES INCNEW
WYWEYERHAEUSER CO+585.71%
MELIMERCADOLIBRE INC+340.37%
EPDENTERPRISE PRODS PARTNERS L+181.68%
CPCANADIAN PACIFIC KANSAS CITY+22.69%
EXXON MOBIL CORP+19.36%
APDAIR PRODUCTS AND CHEMICALS I+17.22%
OTISOTIS WORLDWIDE CORP+16.58%
減少・売却
SMGSCOTTS MIRACLE-GRO COEXITED
UNHUNITEDHEALTH GROUP INCEXITED
CMCSACOMCAST CORP NEW-16.61%
METAMETA PLATFORMS INC-5.69%
ADIANALOG DEVICES INC-2.3%
この投資家の直近13D提出 — KUJIRA WATCH 13Dで全件
2026-04-15訂正 #5Hagerty, Inc.44.8%
2025-11-05訂正 #4Hagerty, Inc.44.9%
2025-04-18訂正 #3Hagerty, Inc.47.7%