StockDriftsStockDriftsTop 50 Mraz, Amerine & Associates, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 11.24% | 156.6K | $78.3M | -1.35%(-2.14K) | $88.29(+467.81%) | 2026-06-30 | |
| FRFHF | FAIRFAX FINL HLDGS LTD SUB VTG | 6.95% | 29.4K | $48.5M | +1.11%(+323) | $491.39(+236.91%) | 2026-06-30 | |
| WTM | WHITE MTNS INS GROUP LTD | 6.61% | 22.2K | $46.1M | +0.18%(+39) | $621.07(+244.10%) | 2026-06-30 | |
| WRB | BERKLEY W R CORP | 6.43% | 635.8K | $44.8M | +0.82%(+5.16K) | $18.69(+277.25%) | 2026-06-30 | |
| USFR | WISDOMTREE TR | 6.21% | 859.6K | $43.3M | +4.52%(+37.17K) | $50.31(+0.29%) | 2026-06-30 | |
| MKL | MARKEL GROUP INC | 5.49% | 19.6K | $38.3M | +2.47%(+473) | $751.73(+144.06%) | 2026-06-30 | |
| JEF | JEFFERIES FINANCIAL GROUP IN | 4.42% | 617.1K | $30.8M | +0.46%(+2.80K) | $22.57(+144.33%) | 2026-06-30 | |
| L | LOEWS CORP | 4.15% | 255.9K | $29.0M | +0.85%(+2.16K) | $43.21(+161.58%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 2.96% | 165.2K | $20.6M | -1.02%(-1.70K) | $75.82(+69.02%) | 2026-06-30 | |
| BN | BROOKFIELD CORP | 2.85% | 466.7K | $19.9M | +2.96%(+13.40K) | $31.15(+38.90%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.87% | +55.57% | +12.71% | +81.92% |
| Top 20 Holdings Unweighted | +13.74% | +47.14% | +9.97% | +60.85% |
Mraz, Amerine & Associates, Inc. reports $697.12M in US-listed equity holdings across 199 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (11.2%), FRFHF (7.0%) and WTM (6.6%). The top 20 holdings account for 69.79% of reported assets. Its disclosed equity book has returned +55.57% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mraz, Amerine & Associates, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1542324). View Mraz, Amerine & Associates, Inc.’s 13F filings on SEC