Markel entered NFLX position by 40,000 shares
This StonkWhisper whale intelligence report documents significant institutional position changes in $NFLX 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 |
| TSN | TYSON FOODS INC | Increased | +24,000 | $51.7B |
| ADI | ANALOG DEVICES INC | Decreased | 23,574 | $393.1B |
| OTIS | OTIS WORLDWIDE CORP | Increased | +19,000 | $7.6B |
Other Whales Moving NFLX This Period
| Manager | Change Type | Share Change |
|---|---|---|
| State Street | Increased | +8,474,820 |
| Baillie Gifford | Increased | +1,134,257 |
| Winton | Decreased | 341,013 |
| Jennison | Decreased | 309,146 |
| Fisher Investments | Increased | +78,838 |
| Polen Capital | Decreased | 15,146 |
| Ares | Exited | 3,556 |
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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