BECK MACK & OLIVER LLC
SEC Form 13F institutional filer · CIK 0000010742
13F-HR · 124 reported holdings · 2026-03-31
SEC-registered investment advisor.
Reported long-US-equity value
$3.38B
Top-10 concentration
61.3%
BECK MACK & OLIVER LLC — $3.38B AUM allocation strategy
BECK MACK & OLIVER LLC files SEC Form 13F and reports $3.38B of long US equity value across 124 reported holdings for 2026-03-31.
Its largest sector bet is Financials 37.7%, followed by Health Care 13.1% and Communication Services 9.9%.
The top 10 holdings account for 61% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
BECK MACK & OLIVER LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$3.38B
total across 124 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
61% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CSGP +702K sh · −$31.5M+$AJG +184K sh · +$2.64M+$BX +110K sh · −$71.5M
Biggest trims (shares)
−$WBD −662K sh · −$20.7M−$GOOGL −77.9K sh · −$49.3M−$ROP −67.9K sh · −$45.1M
Exited to nil (held last quarter, gone now)
$CVS ($1.69M last qtr)$ORCL ($802K last qtr)$SRE ($402K last qtr)$BKNG ($230K last qtr)$ADSK ($219K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks16.8%—
- Interactive Media & Services9.9%—
- Insurance Brokers6.8%—
- Systems Software6.1%—
- Building Products5.7%—
- Investment Banking & Brokerage5.7%—
- Health Care Services4.9%—
- Life Sciences Tools & Services3.8%—
- Other holdings40.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $APO | Apollo Global Management Inc | 2.76M | $308M | +383 | 9.1% |
| $GOOGL | Alphabet Inc | 921K | $264M | -77.9K | 7.8% |
| $BX | Blackstone Inc | 2.26M | $260M | +110K | 7.7% |
| $AJG | Arthur J. Gallagher & Co | 1.06M | $230M | +184K | 6.8% |
| $MSFT | Microsoft Corporation | 556K | $206M | -11.2K | 6.1% |
| $FERG | Ferguson Enterprises Inc | 833K | $194M | -10.8K | 5.7% |
| $SCHW | Charles Schwab Corporation | 2.06M | $193M | -21.5K | 5.7% |
| $LH | Labcorp Holdings Inc | 617K | $165M | -10.4K | 4.9% |
| $WAT | Waters Corporation | 432K | $129M | +41.6K | 3.8% |
| $AXP | American Express Company | 408K | $123M | -1.52K | 3.7% |
…and 114 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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