Graham Holdings Co. Master Retirement Trust
Graham Holdings Co Master Retirement Trust is a retirement-focused investment vehicle affiliated with Graham Holdings Company, a diversified conglomerate headquartered in Arlington, VA. The Trust primarily manages retirement assets for employees, allocating capital to various third-party funds and investments as part of corporate retirement plans. Specific details regarding its founding year, employee count, or independent operation structure are not publicly disclosed. Graham Holdings Company itself employs more than 13,000 people and operates widely in education, media, and other sectors.
Investment Strategy
As a master retirement trust, the fund invests in a diversified portfolio of long-term assets to support pension and retirement obligations for Graham Holdings' employees. The Trust builds its portfolio primarily through allocations to well-established public equities (such as Berkshire Hathaway and Alphabet), seeking long-term capital appreciation and balanced risk exposure. Investments are reviewed periodically for performance and strategic fit with retirement objectives.
Top Holdings
Equity Positions (2)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-A | BERKSHIRE HATHAWAY INC DEL | 83.91% | $604.2M | 829 | $437708.25 | $728800.00 | -$57.7M |
M MKL | MARKEL GROUP INC | 16.09% | $115.9M | 58,008 | $1383.18 | $1997.36 | +$7.4M |