BR
Broad Run disclosed reduced in MARKEL CORP
Broad Run filed a 13F change in MARKEL CORP (570535104) on 2025-05-15, covering period end 2025-03-31.
Action
Reduced
Capital
$45,633,441 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
25 changes from Broad Run, filed 2025-05-15 for period end 2025-03-31.
$599.0M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
292554102 ENCORE CAP GROUP INC | Reduced | -$22.7M | $22.6M | 3.79% |
143130102 CARMAX INC | Reduced | -$14.9M | $27.1M | 2.49% |
74967X103 RH | Reduced | -$12.8M | $16.0M | 2.13% |
19239V302 COGENT COMMUNICATIONS HLDGS | Reduced | -$11.2M | $42.8M | 1.87% |
G0403H108 AON PLC | Reduced | -$11.2M | $46.7M | 1.86% |
570535104 MARKEL CORP | Reduced | -$11.1M | $45.6M | 1.85% |
03027X100 AMERICAN TOWER CORP NEW | Reduced | -$10.8M | $27.8M | 1.80% |
11271J107 BROOKFIELD CORP | Reduced | -$8.9M | $52.8M | 1.49% |
67103H107 OREILLY AUTOMOTIVE INC | Reduced | -$8.8M | $45.2M | 1.47% |
00217D100 AST SPACEMOBILE INC | Increased | $5.8M | $85.4M | 0.97% |
38222105 APPLIED MATLS INC | Reduced | -$5.5M | $29.8M | 0.92% |
12514G108 CDW CORP | Reduced | -$5.4M | $24.5M | 0.90% |
43300A203 HILTON WORLDWIDE HLDGS INC | Reduced | -$4.4M | $15.6M | 0.73% |
113004105 BROOKFIELD ASSET MANAGMT LTD | Reduced | -$3.6M | $21.9M | 0.60% |
02079K107 ALPHABET INC | Reduced | -$3.5M | $14.3M | 0.58% |
62944T105 NVR INC | Reduced | -$3.4M | $22.5M | 0.57% |
934550203 WARNER MUSIC GROUP CORP | Sold out | -$3.3M | $0 | 0.56% |
759530108 RELX PLC | New | $2.4M | $2.4M | 0.40% |
235851102 DANAHER CORPORATION | Reduced | -$1.7M | $14.5M | 0.29% |
339750101 FLOOR & DECOR HLDGS INC | Reduced | -$1.2M | $5.0M | 0.20% |
254687106 DISNEY WALT CO | Reduced | -$871,327 | $5.7M | 0.15% |
893641100 TRANSDIGM GROUP INC | Increased | $226,635 | $17.7M | 0.04% |
02079K305 ALPHABET INC | Reduced | -$95,453 | $425,879 | 0.02% |
G17434104 BROOKFIELD WEALTH SOL LTD | Reduced | -$82,692 | $820,322 | 0.01% |
82312B106 SHENANDOAH TELECOMMUNICATION | Reduced | -$37,936 | $11.7M | 0.01% |