BECK MACK & OLIVER LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INC CAP STK CL C | 0 | 998,822 | +998,822 | 0 | 313,430,344 | +313,430,344 |
| APOLLO GLOBAL MGMT INC | 0 | 2,764,576 | +2,764,576 | 0 | 400,199,968 | +400,199,968 |
| WATERS CORPORATION | 0 | 390,655 | +390,655 | 0 | 148,382,489 | +148,382,489 |
| GLOBALSTAR INC | 0 | 1,139,151 | +1,139,151 | 0 | 69,533,777 | +69,533,777 |
| AMERICAN EXPRESS CO | 0 | 409,509 | +409,509 | 0 | 151,497,997 | +151,497,997 |
| WARNER BROS DISCOVERY INC COM | 0 | 1,870,720 | +1,870,720 | 0 | 53,914,150 | +53,914,150 |
| SOMNIGROUP INTERNATIONAL COM | 0 | 2,323,615 | +2,323,615 | 0 | 207,452,347 | +207,452,347 |
| HILTON WORLDWIDE HOLDINGS INC | 0 | 410,552 | +410,552 | 0 | 117,931,062 | +117,931,062 |
| TEVA PHARMAC.IND.ADR | 0 | 1,056,500 | +1,056,500 | 0 | 32,973,365 | +32,973,365 |
| SCHWAB CHARLES CP NEW COM | 0 | 2,064,898 | +2,064,898 | 0 | 206,303,949 | +206,303,949 |
| AMAZON.COM INC | 0 | 207,359 | +207,359 | 0 | 47,862,685 | +47,862,685 |
| THE BALDWIN INSURANCE COM CL A | 0 | 289,775 | +289,775 | 0 | 6,963,293 | +6,963,293 |
| ASHTEAD GROUP PLC SHS | 0 | 3,482,242 | +3,482,242 | 0 | 238,254,995 | +238,254,995 |
| JOHNSON & JOHNSON | 0 | 219,694 | +219,694 | 0 | 45,465,673 | +45,465,673 |
| ARES MGMT L P COM UNIT RP IN | 0 | 76,566 | +76,566 | 0 | 12,375,363 | +12,375,363 |
| COSTAR GROUP INC. | 0 | 2,224,889 | +2,224,889 | 0 | 149,601,536 | +149,601,536 |
| APPLE INC COM | 0 | 117,400 | +117,400 | 0 | 31,916,326 | +31,916,326 |
| COOPER COS INC COM NEW | 0 | 41,000 | +41,000 | 0 | 3,360,360 | +3,360,360 |
| 1STDIBS COM INC COM | 0 | 1,950,478 | +1,950,478 | 0 | 11,683,363 | +11,683,363 |
| FISERV INC COM | 0 | 41,255 | +41,255 | 0 | 2,771,098 | +2,771,098 |
| JPMORGAN CHASE & CO. | 0 | 396,974 | +396,974 | 0 | 127,912,928 | +127,912,928 |
| MERCK & CO INC | 0 | 97,926 | +97,926 | 0 | 10,307,675 | +10,307,675 |
| ALCON INC ORD SHS | 0 | 27,000 | +27,000 | 0 | 2,127,870 | +2,127,870 |
| FORTREA HOLDINGS INC. | 0 | 804,651 | +804,651 | 0 | 13,880,230 | +13,880,230 |
| WAL MART INC. | 0 | 293,297 | +293,297 | 0 | 32,676,219 | +32,676,219 |
| CAPITAL WORLD GROWTH & COM | 0 | 26,036 | +26,036 | 0 | 1,861,811 | +1,861,811 |
| MERCHANTS BANCORP IND 6 FXD P | 0 | 99,359 | +99,359 | 0 | 1,825,225 | +1,825,225 |
| MARKEL GROUP INC. | 0 | 21,601 | +21,601 | 0 | 46,434,590 | +46,434,590 |
| WABTEC CORPORATION | 0 | 230,973 | +230,973 | 0 | 49,301,187 | +49,301,187 |
| FEDEX CORP | 0 | 28,414 | +28,414 | 0 | 8,207,668 | +8,207,668 |
| RUSH ENTERPRISES INC CL A | 0 | 983,896 | +983,896 | 0 | 53,071,350 | +53,071,350 |
| DOVER CORP | 0 | 49,994 | +49,994 | 0 | 9,760,758 | +9,760,758 |
| NVIDIA CORP COM | 0 | 12,181 | +12,181 | 0 | 2,271,757 | +2,271,757 |
| VISA INC COM CL A | 0 | 15,816 | +15,816 | 0 | 5,546,829 | +5,546,829 |
| KRAFT HEINZ CO COM | 0 | 30,000 | +30,000 | 0 | 727,500 | +727,500 |
| GROWTH FD AMER CL A | 0 | 8,170 | +8,170 | 0 | 657,356 | +657,356 |
| DANAHER CORP DEL | 0 | 8,332 | +8,332 | 0 | 1,907,361 | +1,907,361 |
| NUTRIEN LTD COM | 0 | 186,640 | +186,640 | 0 | 11,519,421 | +11,519,421 |
| HUBBELL INC COM | 0 | 49,237 | +49,237 | 0 | 21,866,644 | +21,866,644 |
| AXIS CAP.HOLDGS.LTD. | 0 | 47,681 | +47,681 | 0 | 5,106,158 | +5,106,158 |
| MASTERCARD INC CL A | 0 | 95,875 | +95,875 | 0 | 54,733,222 | +54,733,222 |
| ROCKET COS INC COM CL A | 0 | 265,000 | +265,000 | 0 | 5,130,400 | +5,130,400 |
| TRANE TECHNOLOGIES PLC SHS | 0 | 1,193 | +1,193 | 0 | 464,316 | +464,316 |
| SPDR GOLD TRUST | 0 | 11,315 | +11,315 | 0 | 4,484,248 | +4,484,248 |
| SOUND SHORE FD INC INV CL | 0 | 9,088 | +9,088 | 0 | 363,231 | +363,231 |
| PERPETUA RESOURCES COR COM | 0 | 20,700 | +20,700 | 0 | 501,147 | +501,147 |
| TAIWAN SEMICONDUCTOR-SP ADR | 0 | 5,427 | +5,427 | 0 | 1,649,211 | +1,649,211 |
| PARK AEROSPACE CORP. | 0 | 667,886 | +667,886 | 0 | 14,252,687 | +14,252,687 |
| RTX CORP. | 0 | 10,715 | +10,715 | 0 | 1,965,131 | +1,965,131 |
| ENTERPRISE PRODS PARTNERS LP | 0 | 795,082 | +795,082 | 0 | 25,490,329 | +25,490,329 |
| MICRON TECHNOLOGY | 0 | 833 | +833 | 0 | 237,747 | +237,747 |
| AMGEN INC COM | 0 | 5,062 | +5,062 | 0 | 1,656,941 | +1,656,941 |
| ISHARES TR IBOXX HI YD ETF | 0 | 2,799 | +2,799 | 0 | 225,683 | +225,683 |
| AUTODESK INC | 0 | 740 | +740 | 0 | 219,047 | +219,047 |
| THERMO FISHER SCIENTIF COM | 0 | 1,945 | +1,945 | 0 | 1,127,030 | +1,127,030 |
| WESDOME GOLD MINES LTD COM | 0 | 10,900 | +10,900 | 0 | 180,613 | +180,613 |
| IDEXX LABS INC COM | 0 | 880 | +880 | 0 | 595,346 | +595,346 |
| COMCAST CORP CL A | 0 | 30,719 | +30,719 | 0 | 918,191 | +918,191 |
| TJX COS INC NEW COM | 0 | 13,621 | +13,621 | 0 | 2,092,322 | +2,092,322 |
| VANECK VECTORS ETF TR JR GOLD | 0 | 6,100 | +6,100 | 0 | 694,058 | +694,058 |
| BROOKFIELD CORP CL A LMT VTG S | 0 | 841,998 | +841,998 | 0 | 38,639,288 | +38,639,288 |
| GALLAGHER ARTHUR J | 0 | 879,059 | +879,059 | 0 | 227,491,597 | +227,491,597 |
| SLB LIMITED | 0 | 28,800 | +28,800 | 0 | 1,105,344 | +1,105,344 |
| MORGAN STANLEY | 0 | 6,125 | +6,125 | 0 | 1,087,371 | +1,087,371 |
| EDWARDS LIFESCIENCES COR | 0 | 15,120 | +15,120 | 0 | 1,288,980 | +1,288,980 |
| BANK NEW YORK MELLON CORP | 0 | 24,194 | +24,194 | 0 | 2,808,739 | +2,808,739 |
| BEL FUSE INC CL B | 0 | 3,500 | +3,500 | 0 | 593,705 | +593,705 |
| VERRICA PHARMACEUTICALS INC | 0 | 12,000 | +12,000 | 0 | 99,720 | +99,720 |
| CVS HEALTH CORP COM | 0 | 21,248 | +21,248 | 0 | 1,686,274 | +1,686,274 |
| EXXON MOBIL CORP | 0 | 45,837 | +45,837 | 0 | 5,516,025 | +5,516,025 |
| ELEVANCE HEALTH INC | 0 | 943 | +943 | 0 | 330,569 | +330,569 |
| NESTLE SA SPONSORED ADR | 0 | 17,570 | +17,570 | 0 | 1,735,565 | +1,735,565 |
| CAPITAL ONE FINL CORP | 0 | 2,548 | +2,548 | 0 | 617,533 | +617,533 |
| NEXTERA ENERGY INC. | 0 | 14,828 | +14,828 | 0 | 1,190,392 | +1,190,392 |
| ISHARES S&P 500 INDEX FUND | 0 | 4,407 | +4,407 | 0 | 3,018,531 | +3,018,531 |
| COCA-COLA CO | 0 | 18,136 | +18,136 | 0 | 1,267,888 | +1,267,888 |
| ROCHE HOLDINGS LTD - SPON ADR | 0 | 5,817 | +5,817 | 0 | 299,983 | +299,983 |
| INTL. BUSINESS MACHINES | 0 | 1,700 | +1,700 | 0 | 503,636 | +503,636 |
| RENAISSANCE RE HLDGS | 0 | 1,700 | +1,700 | 0 | 477,972 | +477,972 |
| CUMMINS INC COM | 0 | 520 | +520 | 0 | 265,434 | +265,434 |
| METTLER TOLEDO INT'L | 0 | 640 | +640 | 0 | 892,282 | +892,282 |
| PNC FINL SVCS GROUP COM | 0 | 5,309 | +5,309 | 0 | 1,108,148 | +1,108,148 |
| KLA-TENCOR CORP COM | 0 | 299 | +299 | 0 | 363,309 | +363,309 |
| VANGUARD INDEX FDS S&P 500 ETF | 0 | 2,519 | +2,519 | 0 | 1,579,740 | +1,579,740 |
| WELLS FARGO & CO NEW | 0 | 3,682 | +3,682 | 0 | 343,162 | +343,162 |
| GE AEROSPACE | 0 | 7,262 | +7,262 | 0 | 2,236,914 | +2,236,914 |
| DEERE & CO COM | 0 | 5,300 | +5,300 | 0 | 2,467,521 | +2,467,521 |
| CHUBB LIMITED COM | 0 | 878 | +878 | 0 | 274,041 | +274,041 |
| ACCENTURE PLC | 0 | 1,446 | +1,446 | 0 | 387,962 | +387,962 |
| ADVANCED DRAIN SYS INC COM | 0 | 10,443 | +10,443 | 0 | 1,512,460 | +1,512,460 |
| S&P GLOBAL INC COM | 0 | 765 | +765 | 0 | 399,781 | +399,781 |
| VIATRIS INC COM | 0 | 10,667 | +10,667 | 0 | 132,804 | +132,804 |
| ALTRIA GROUP INC | 0 | 18,896 | +18,896 | 0 | 1,089,543 | +1,089,543 |
| SPDR TR UNIT SER 1 STANDARD & | 0 | 1,505 | +1,505 | 0 | 1,026,290 | +1,026,290 |
| GOLDMAN SACHS GROUP | 0 | 272 | +272 | 0 | 239,088 | +239,088 |
| GE VERNOVA INC COM | 0 | 1,915 | +1,915 | 0 | 1,251,587 | +1,251,587 |
| WEBSTER FINANCIAL CP | 0 | 4,091 | +4,091 | 0 | 257,488 | +257,488 |
| US BANCORP DEL COM | 0 | 6,653 | +6,653 | 0 | 355,004 | +355,004 |
| BODYCOTE PLC COM | 0 | 17,000 | +17,000 | 0 | 160,310 | +160,310 |
| VANGUARD INDEX FDS 500INDEX AD | 0 | 787 | +787 | 0 | 497,228 | +497,228 |