Markel decreased ADI position by 23,574 shares
This StonkWhisper whale intelligence report documents significant institutional position changes in $ADI based on SEC 13F filings and block-level trading data. Quarterly 13F disclosures are required for institutional investment managers with at least $100 million in qualifying assets under management. These filings reveal long positions in U.S. equities held as of quarter end. Material changes in institutional positioning — particularly from concentrated funds with a history of high-conviction bets — are tracked by StonkWhisper as leading indicators of institutional thesis formation or exit.
Position Change Detail
Other Markel Positions This Period
| Ticker | Issuer | Change Type | Share Change | Value |
|---|---|---|---|---|
| EPD | ENTERPRISE PRODS PARTNERS L | Increased | +367,000 | $20.9B |
| SMG | SCOTTS MIRACLE-GRO CO | Exited | 159,000 | — |
| CMCSA | COMCAST CORP NEW | Decreased | 129,706 | $17.2B |
| WY | WEYERHAEUSER CO | Increased | +102,500 | $2.9B |
| ZTS | ZOETIS INC | New | +66,195 | $4.8B |
| FNV | FRANCO NEV CORP | Increased | +65,000 | $161.2B |
| CSX | CSX CORP | Increased | +54,500 | $27.8B |
| NFLX | NETFLIX INC. | New | +40,000 | $2.9B |
| TSN | TYSON FOODS INC | Increased | +24,000 | $51.7B |
| OTIS | OTIS WORLDWIDE CORP | Increased | +19,000 | $7.6B |
Other Whales Moving ADI This Period
| Manager | Change Type | Share Change |
|---|---|---|
| Cantillon | Decreased | 1,090,235 |
| State Street | Increased | +602,330 |
| Robeco | Increased | +133,553 |
| Baillie Gifford | Increased | +112,846 |
| Jennison | Decreased | 62,218 |
| Winton | Exited | 944 |
| Fisher Investments | Increased | +930 |
| First Eagle | Exited | 48 |
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Data sourced from SEC 13F institutional holdings filings. This page does not constitute financial advice. StonkWhisper presents public records — it does not verify or guarantee the accuracy of institutional filings. 13F filings are reported quarterly and may lag actual positions.
Last updated: August 12, 2026 at 06:02 UTC