other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 03/20/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 124 0.81%
of those in investment advisory functions 12 9.09%
Registration SEC, Approved, 01/01/1988
AUM* 25,316,698,977 27.31%
of that, discretionary 21,527,609,850 25.39%
Private Fund GAV* 0
Avg Account Size 205,826,821 53.19%
% High Net Worth 31.71% -23.07%
SMA’s Yes
Private Funds 0
Contact Info 1-8 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
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

36B 31B 26B 20B 15B 10B 5B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker14040H105 Stock NameCapital One Financial Corp. $ Position$1,613,602,008 % Position9.00% $ Change-2.00% # Change-3.00%
Stck Ticker084670108 Stock NameBerkshire Hathaway Inc., Class A $ Position$1,243,972,013 % Position7.00% $ Change15.00% # Change-2.00%
Stck Ticker30303M102 Stock NameMeta Platforms, Inc., Class A $ Position$1,273,899,708 % Position7.00% $ Change-13.00% # Change-11.00%
Stck Ticker126650100 Stock NameCVS Health Corporation $ Position$782,448,612 % Position5.00% $ Change53.00% # Change1.00%
Stck Ticker444859102 Stock NameHumana Inc. $ Position$616,873,358 % Position4.00% $ Change8.00% # Change3.00%
Stck Ticker552953101 Stock NameMGM Resorts International $ Position$616,958,290 % Position4.00% $ Change-11.00% # Change4.00%
Stck Ticker038222105 Stock NameApplied Materials, Inc. $ Position$724,609,092 % Position4.00% $ Change-5.00% # Change6.00%
Stck Ticker023135106 Stock NameAmazon.com, Inc. $ Position$669,706,448 % Position4.00% $ Change-20.00% # Change-8.00%
Stck Ticker570535104 Stock NameMarkel Group, Inc $ Position$694,502,157 % Position4.00% $ Change9.00% # Change0.00%
Stck Ticker902973304 Stock NameU.S. Bancorp $ Position$628,614,167 % Position4.00% $ Change-9.00% # Change4.00%

Brochure Summary