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| Happy Holidays!! thanks for using AUM13F!! |
| MRAZ Amerine & Associates Inc
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|---|---|
| CRD # | 158338 |
| SEC # | 801-72742 |
| CIK # | 0001542324 |
| AUM | $784.9 M (2025-05-12) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 209-593-5870 |
| Address | 1120 13th Street Modesto, CA 95354 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Fairfax Financial Holdings LTD/ CAN | 53.6 | ||
| Berkley W R Corp | 46.4 | ||
| White Mountains Insurance Group Ltd | 38.7 | ||
| Markel Corp | 37.7 | ||
| Leucadia National Corp | 31.2 | ||
| Loews Corp | 23.7 | ||
| Brookfield Asset Management Inc | 14.2 | ||
| Microsoft Corp | 9.3 | ||
| Credit Acceptance Corp | 6.8 | ||
| Canadian Natural Resources Ltd | 6.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 302 | 116.4 |
| (b) Individuals (high net worth individuals) | 188 | 627.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 26.3 |
| (h) Charitable organizations | 3 | 7.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 7.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,406 | 784.9 |
| By Discretionary | ||
| Discretionary | 1,406 | 784.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,406 | 784.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 784.9 | |
| Total | 1,406 | 784.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001542324] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Atlantic Private Wealth LLC
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|
NC | 0.8 |
|
P J Schmidt Investment Management Inc
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WI | 0.8 |
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Sage Rhino Capital LLC
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CA | 0.8 |
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Consilium Wealth Management LLC
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CA | 0.8 |
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Radnor Capital Management LLC
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PA | 0.8 |
|
The Rice Partnership LLC
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HI | 0.8 |
|
Southland Equity Partners LLC
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0.8 | |
|
Gilman Hill Asset Management LLC
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|
CT | 0.8 |
|
Beverly Hills Private Wealth LLC
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|
CA | 0.8 |
|
Key Client Fiduciary Advisors LLC
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NJ | 0.8 |