13F Filings History of MARSHFIELD ASSOCIATES
- Latest 13F filing
- Q2 2026 - 14 Aug 2026
- Latest reported 13F value
- $4,264,844,791
- Largest 13F holdings
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UNH PGR AZO V ACGL MA EXPD ORLY MCO DPZ NKE NVR
+5 more
TJX ROST DIS FAST STRA - Form 13F summary
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- MARSHFIELD ASSOCIATES Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- MARSHFIELD ASSOCIATES reported 17 equity holdings with a total reported market value of $4,264,844,791 for Q2 2026. Top reported holdings included UNH, PGR, AZO, V, and ACGL.
- Manager signature
- Brian Walker - General Counsel and CCO
- Manager location
- Washington, DC
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$4,264,844,791
Quarter delta
-$728,076,672
Accepted
14 Aug 2026, 16:37
Rows shown
1-25 of 71
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 17 | $4,264,844,791 | +$205,462,687 | -$1,279,684,128 | -$1,074,221,441 | UNH, PGR, AZO, V, ACGL | 13F-HR | 14 Aug 2026, 16:37 |
| Q1 2026 | 17 | $4,992,921,463 | +$146,901,916 | -$600,186,725 | -$453,284,809 | AZO, UNH, PGR, ROST, V | 13F-HR | 15 May 2026, 16:18 |
| Q4 2025 | 17 | $5,704,794,334 | +$376,488,273 | -$417,877,384 | -$41,389,111 | AZO, PGR, UNH, ROST, CMI | 13F-HR | 17 Feb 2026, 16:03 |
| Q3 2025 | 17 | $5,778,772,605 | +$530,849,719 | -$52,138,717 | +$478,711,002 | AZO, ROST, UNH, CMI, ORLY | 13F-HR | 14 Nov 2025, 16:09 |
| Q2 2025 | 19 | $4,892,094,244 | +$735,102,275 | -$31,746,615 | +$703,355,660 | AZO, ROST, ORLY, CMI, V | 13F-HR | 14 Aug 2025, 16:03 |
| Q1 2025 | 18 | $4,615,810,240 | +$33,350,545 | -$170,142,127 | -$136,791,582 | AZO, ROST, ORLY, V, DPZ | 13F-HR | 15 May 2025, 16:17 |
| Q4 2024 | 18 | $4,614,272,062 | +$13,576,243 | -$87,137,976 | -$73,561,733 | ROST, AZO, CMI, ORLY, DPZ | 13F-HR | 14 Feb 2025, 15:35 |
| Q3 2024 | 19 | $4,711,447,632 | +$14,229,078 | -$123,738,148 | -$109,509,070 | ROST, AZO, ACGL, ORLY, CMI | 13F-HR | 15 Nov 2024, 06:06 |
| Q2 2024 | 19 | $4,523,437,709 | +$15,768,161 | -$286,407,434 | -$270,639,273 | ROST, AZO, ACGL, DPZ, ORLY | 13F-HR | 14 Aug 2024, 16:00 |
| Q1 2024 | 19 | $4,876,387,218 | +$7,198,177 | -$706,153,662 | -$698,955,485 | ROST, AZO, ACGL, TJX, DPZ | 13F-HR | 15 May 2024, 16:00 |
| Q4 2023 | 21 | $4,925,149,231 | +$588,863,865 | -$127,239,347 | +$461,624,518 | ROST, AZO, ACGL, GS, TJX | 13F-HR | 14 Feb 2024, 16:00 |
| Q3 2023 | 22 | $4,043,302,497 | +$216,137,938 | -$14,047,295 | +$202,090,643 | ACGL, ROST, AZO, TJX, GS | 13F-HR | 14 Nov 2023, 16:00 |
| Q2 2023 | 21 | $3,847,423,329 | +$302,064,523 | -$2,974,565 | +$299,089,958 | ACGL, ROST, AZO, TJX, GS | 13F-HR | 14 Aug 2023, 16:05 |
| Q1 2023 | 20 | $3,403,779,475 | +$71,287,061 | -$864,987 | +$70,422,074 | ACGL, ROST, AZO, GS, TJX | 13F-HR | 15 May 2023, 16:00 |
| Q4 2022 | 2 | $6,223,529 | $0 | $0 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 07:21 |
| Q4 2022 | 19 | $3,247,790,187 | +$35,019,524 | -$8,974,101 | +$26,045,423 | ROST, ACGL, AZO, GS, TJX | 13F-HR | 14 Feb 2023, 16:00 |
| Q3 2022 | 2 | $6,468,725 | $0 | $0 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 07:19 |
| Q3 2022 | 19 | $2,655,246,725 | +$67,798,072 | -$24,770,817 | +$43,027,255 | AZO, ACGL, ROST, GS, TJX | 13F-HR | 14 Nov 2022, 16:00 |
| Q2 2022 | 2 | $6,923,494 | $0 | $0 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 07:18 |
| Q2 2022 | 19 | $2,646,483,494 | +$306,521,707 | -$22,368,593 | +$284,153,114 | AZO, ACGL, GS, ROST, CMI | 13F-HR | 12 Aug 2022, 16:00 |
| Q1 2022 | 2 | $8,986,861 | $0 | $0 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 07:16 |
| Q1 2022 | 19 | $2,551,837,861 | +$165,576,602 | -$14,416,577 | +$151,160,025 | AZO, ACGL, GS, CMI, ROST | 13F-HR | 13 May 2022, 16:01 |
| Q4 2021 | 2 | $9,350,297 | $0 | $0 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 07:06 |
| Q4 2021 | 18 | $2,523,899,297 | +$29,871,923 | -$5,810,595 | +$24,061,328 | AZO, GS, ACGL, CMI, EXPD | 13F-HR | 14 Feb 2022, 16:01 |
| Q3 2021 | 2 | $11,353,181 | $0 | $0 | $0 | VGSH, BIL | New Holdings | 09 May 2023, 07:05 |