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Adviser Profile

As of Date 07/28/2025
Adviser Type - Large advisory firm
Number of Employees 507 6.07%
of those in investment advisory functions 216 -8.47%
Registration SEC, Approved, 06/02/1977
AUM* 22,474,315,624 35.48%
of that, discretionary 21,778,908,125 36.18%
Private Fund GAV* 670,237,962 1.84%
Avg Account Size 994,835 21.81%
% High Net Worth 30.51% 48.39%
SMA’s Yes
Private Funds 3
Contact Info 804 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

Reported AUM

19B 16B 14B 11B 8B 5B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$670,237,962

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Top Holdings

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Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$462,982,455 % Position3.00% $ Change33.00% # Change0.00%
Stck Ticker30303M102 Stock NameMETA PLATFORMS INC $ Position$363,360,398 % Position2.00% $ Change27.00% # Change-1.00%
Stck Ticker570535104 Stock NameMARKEL GROUP INC $ Position$408,364,291 % Position2.00% $ Change8.00% # Change1.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$358,060,881 % Position2.00% $ Change47.00% # Change1.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$453,017,436 % Position2.00% $ Change16.00% # Change1.00%
Stck Ticker032654105 Stock NameANALOG DEVICES INC $ Position$133,078,556 % Position1.00% $ Change44.00% # Change22.00%
Stck Ticker03524A108 Stock NameANHEUSER BUSCH INBEV SA/NV $ Position$147,286,763 % Position1.00% $ Change10.00% # Change-1.00%
Stck Ticker03027X100 Stock NameAMERICAN TOWER CORP NEW $ Position$191,796,283 % Position1.00% $ Change43.00% # Change41.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$263,094,517 % Position1.00% $ Change-9.00% # Change0.00%

Brochure Summary