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Funds / Barr E S & Co
Institutional Fund

Barr E S & Co

Lexington, KYCIK 10402105 filings on record

Portfolio Value
$1.72B
Q1 2026
Holdings
108
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-10.5%
from $1.92B

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Berkshire Hathaway Inc Del13.7%
  • Markel Group Inc8.6%
  • Alphabet Inc8.1%
  • Goldman Sachs Group Inc7.0%
  • Jpmorgan Chase & Co.5.8%
  • Amazon Com Inc5.4%
  • Other51.4%

Portfolio Holdings

108 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Berkshire Hathaway Inc Del489.8K$234.71M13.7%11.4KReduced
2Markel Group Inc77.2K$147.81M8.6%752Reduced
3Alphabet Inc486.5K$139.55M8.1%61.3KReduced
4Goldman Sachs Group Inc142.2K$120.29M7.0%4.2KReduced
5Jpmorgan Chase & Co.341.5K$100.45M5.8%6.7KReduced
6Amazon Com Inc444.0K$92.47M5.4%3.7KReduced
7Schwab Charles Corp746.1K$70.12M4.1%10.8KReduced
8Moodys Corp159.9K$69.74M4.1%2.0KReduced
9Home Bancshares Inc2.45M$65.88M3.8%+32.5KAdded
10Blackstone Inc489.7K$56.31M3.3%5.6KReduced

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