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Value GiantsValue investors’ 13F holdings, as a whole
Q2 2026 13FData as of Aug 18, 2026
Style

Insurance Capital

Investing an insurer’s float, the premiums held until claims are paid, in stocks for the long term. 3 giants follow this style this quarter.

I

Giants in This Style

Styles are this site’s classification from public sources; one giant may show several traits.

GiantStyle13F valueHoldingsTop 10Turnover (est.)Avg quarters heldFiledThis quarterValue, 20 quarters
Warren Buffett / Greg AbelBerkshire Hathaway IncInsurance capital$299.3B2988%1.4%28Aug 14, 2026bought 8 sold 7
Tom GaynerMarkel Group IncInsurance capital$13.1B13043%0.3%35Jul 31, 2026bought 25 sold 5
Prem WatsaFairfax Financial Holdings Ltd/ CanInsurance capital$2.6B3291%11.4%16Aug 14, 2026bought 13 sold 4
II

This Style’s Consensus Holdings

Composite weight within this style only (one giant one vote), top 20.

RankCompanyGiants holdingComposite weight
1AAPLApple Inc2 / 38.25%
2GOOGLAlphabet Inc2 / 37.19%
3ORLAOrla Mining Ltd1 / 37.18%
4AXPAmerican Express Co2 / 36.13%
5EGOEldorado Gold Corp1 / 35.39%
6UAAUnder Armour, Inc1 / 35.39%
7KHCKraft Heinz Co2 / 35.12%
8BRK.BBerkshire Hathaway Inc2 / 34.07%
9KOCoca-Cola Co1 / 33.62%
10CVSCVS Health Corp1 / 33.54%
11BACBank of America Corp1 / 33.07%
12CLFCleveland-Cliffs Inc1 / 31.77%
13CVXChevron Corp1 / 31.56%
14MCOMoody’s Corp2 / 31.49%
15OXYOccidental Petroleum Corp1 / 31.43%
16DEDeere & Co1 / 31.41%
17BNBrookfield Corp1 / 31.41%
18CBChubb Ltd1 / 31.30%
19AMZNAmazon.com Inc1 / 31.23%
20ADIAnalog Devices Inc1 / 31.01%
III

Is This Style Buying or Selling

Last 20 quarters.

Estimated Net Buying

Estimated Net Buying Each Quarter−$100.0B−$50.0B$0Q3 2021Q1 2022Q3 2022Q1 2023Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q2 2026

Average Net Deployment

Average Net Deployment−40%−20%0%Q3 2021Q1 2022Q3 2022Q1 2023Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q2 2026