CIK: 0001912699
Total reported value
$706.4K
Reporting period: 2026-03-31 · Number of holdings: 2
Graham Holdings Co Master Retirement Trust disclosed 2 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $706.4K and a quarterly turnover rate of 6.0%.
Browse other institutions with under $100M AUMBrowse other institutions starting with "G"
Graham Holdings Co Master Retirement Trust's disclosed holdings carry a Herfindahl concentration index of 0.735 — mathematically equivalent to about 1 equally-sized positions, well below its 2 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.97), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 16% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Terms of Use for AI
AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/graham-holdings-co-master-retirement-trust
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend | |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 84.28% | +0.90% | — | ||
| 2 | MKL | Markel Group INC | Stock-Financials | 15.72% | -0.90% | — |
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 0 months of available history
Based on 16% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026-03-31 | 2 | $706.4K | 6 | ||
| 2025-12-31 | 2 | $750.4K | 2 | ||
| 2025-09-30 | 2 | $736.1K | 5 | ||
| 2025-06-30 | 2 | $720.0K | 0 | ||
| 2025-03-31 | 2 | $770.4K | 0 | ||
| 2024-12-31 | 2 | $664.6K | 0 | ||
| 2024-09-30 | 2 | $664.0K | 0 | ||
| 2024-06-30 | 2 | $598.9K | 0 | ||
| 2024-03-31 | 2 | $614.2K | 0 | ||
| 2023-12-31 | 2 | $532.2K | 0 | ||
| 2023-09-30 | 2 | $526.0K | 0 | ||
| 2023-06-30 | 2 | $509.5K | 0 | ||
| 2023-03-31 | 1 | $386.0K | 0 | ||
| 2022-12-31 | 1 | $388.6K | 0 | ||
| 2022-09-30 | 1 | $337.0K | 0 | ||
| 2022-06-30 | 2 | $340.2M | 0 | ||
| 2022-03-31 | 2 | $439.9M | 0 | ||
| 2021-12-31 | 2 | $374.2M | 0 |
| # | Ticker | Issuer | Weight Change | Shares Change | Action | |
|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | +0.9% | — | Unchanged | |
| 2 | MKL | Markel Group INC | -0.9% | — | Unchanged |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-16 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-15 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-23 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001108829
Total reported value
$708.0K
2 stks
2021-06-30
Stale — no recent filing
AUM within 0.2% of this institution
CIK 0001128573
Total reported value
$712.0K
30 stks
2018-12-31
Stale — no recent filing
AUM within 0.8% of this institution
CIK 0001767302
Total reported value
$698.1K
3 stks
2024-09-30
Stale — no recent filing
AUM within 1.2% of this institution
Institutions with overlapping top holdings
CIK 0000104889
Total reported value
$966.7M
6 stks
2026-03-31
Also holds Berkshire Hathaway Inc-cl A as its largest position
CIK 0001633862
Total reported value
$562.0M
137 stks
2026-06-30
Also holds Berkshire Hathaway Inc-cl A as its largest position
CIK 0001766504
Total reported value
$344.3M
9 stks
2026-03-31
Also holds Berkshire Hathaway Inc-cl A as its largest position
Access Graham Holdings Co Master Retirement Trust's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/graham-holdings-co-master-retirement-trustCLI
npx alphasmo institutions get graham-holdings-co-master-retirement-trust