Wallace R. Cooney
Graham Holdings Co Master Retirement Trust
Assets Managed
$706,369
Holdings
2
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
-5.87%(2Q avg: -1.96%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Graham Holdings Co Master Retirement Trust's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2 positions.
Assets under management
The assets under management (AUM) of Graham Holdings Co Master Retirement Trust over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 706,369 in assets, with a quarterly growth rate of -5.87% and a 2-quarter average growth rate of -1.96%. The portfolio is managed by Wallace R. Cooney, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
BRK.A Berkshire Hathaway Inc-cl A
| 84.29% | $595,338 829 shares@ $718.14 avg price | |
MKL Markel Group Inc
| 15.72% | $111,031 58,008 shares@ $1.92 avg price |
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