Position in BAM
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$97,521,210
-$17,419,987 QoQ
Shares Held
2,193,953
0.0% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Markel Group Inc. holds $1,332,914,161 across 9 Asset Management names. BAM ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
13,073,609 | $529,088,955 | |
| 2 | BLK |
BlackRock, Inc.
|
220,200 | $211,768,542 | |
| 3 | BX |
Blackstone Inc.
|
1,229,000 | $141,322,710 | |
| 4 | KKR |
KKR & Co. Inc.
|
1,451,800 | $134,291,500 | |
| 5 | APO |
Apollo Global Management, Inc.
|
1,012,500 | $112,812,750 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
This page
|
2,193,953 | $97,521,210 | |
| 7 | CG |
Carlyle Group Inc.
|
1,327,000 | $64,213,530 | |
| 8 | TROW |
Price T Rowe Group Inc
|
314,000 | $28,303,960 |
All Filings in BAM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $97,521,210 | 2,193,953 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $114,941,197 | 2,193,953 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $124,923,683 | 2,193,953 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $121,281,721 | 2,193,953 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $106,297,022 | 2,193,953 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $118,890,313 | 2,193,953 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $103,752,037 | 2,193,953 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $83,479,911 | 2,193,953 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $92,189,905 | 2,193,953 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $88,131,092 | 2,193,953 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $73,146,393 | 2,193,953 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $71,588,686 | 2,193,953 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $71,786,305 | 2,193,958 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $62,900,775 | 2,193,958 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||