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Markel Group Inc.

13F filer · CIK 0001096343
Reported Jul 31, 2026
Net buyer this quarter
13F portfolio value$13.1BU.S. long equity reported on 13F
Positions1303 new · 2 closed
Net flow last quarter+$73.1MBuys minus sells
Top 10 positions weight42.9%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 31, 2026130 positions
GOOGAlphabet Inc.$972M7.40%Not reportedNot reportedQ1 2016
BRK.ABerkshire Hathaway Inc$834M6.35%Not reportedNot reportedQ2 2013
BRK.BBerkshire Hathaway Inc$767M5.84%Not reportedNot reportedQ2 2013
DEDeere & Co$557M4.24%0.33%Not reportedQ1 2015
BNBROOKFIELD Corp$557M4.24%Not reportedNot reportedQ4 2022
AMZNAmazon Com Inc$484M3.69%0.02%Not reportedQ2 2013
ADIAnalog Devices Inc$397M3.02%0.21%-2.3%Q1 2016
GSGoldman Sachs Group Inc$363M2.77%0.12%Not reportedQ1 2016
AAPLApple Inc.$355M2.70%0.01%Not reportedQ2 2015
CATCaterpillar Inc$350M2.67%0.07%Not reportedQ2 2013
VVisa Inc.$348M2.65%0.05%+1.0%Q2 2013
HDHome Depot, Inc.$325M2.48%0.09%+0.3%Q2 2013
WSOWatsco Inc$249M1.90%Not reported+2.7%Q1 2015
TXNTexas Instruments Inc$216M1.64%0.08%Not reportedQ1 2016
BLKBlackRock, Inc.$212M1.61%0.14%Not reportedQ2 2013
GOOGLAlphabet Inc.$204M1.56%0.00%Not reportedQ1 2016
MSFTMicrosoft Corp$201M1.53%0.01%Not reportedQ2 2013
DISWalt Disney Co$196M1.49%0.12%Not reportedQ2 2013
AXPAmerican Express Co$166M1.26%0.07%Not reportedQ2 2013
LOWLowes Companies Inc$166M1.26%0.13%+1.8%Q2 2013
PGRProgressive Corp$165M1.25%0.13%Not reportedQ1 2018
FNVFRANCO NEVADA Corp$161M1.23%0.40%+9.2%Q2 2024
LPLALPL Financial Holdings Inc.$158M1.20%0.70%Not reportedQ4 2022
JNJJohnson & Johnson$155M1.18%0.03%Not reportedQ2 2013
BXBlackstone Inc.$145M1.10%0.16%Not reportedQ2 2013
RLIRli Corp$141M1.08%2.61%Not reportedQ2 2013
GDGeneral Dynamics Corp$139M1.05%0.14%Not reportedQ2 2013
NVONovo Nordisk A S$138M1.05%Not reportedNot reportedQ2 2013
KKRKKR & Co. Inc.$133M1.01%0.16%Not reportedQ2 2013
METAMeta Platforms, Inc.$132M1.00%Not reported-5.7%Q1 2016
SCHWSchwab Charles Corp$129M0.98%0.08%+0.8%Q2 2013
MRSHMarsh & Mclennan Companies, Inc.$127M0.97%0.16%Not reportedQ1 2014
APOApollo Global Management, Inc.$120M0.91%0.18%Not reportedQ3 2013
ADMArcher-Daniels-Midland Co$115M0.88%0.31%Not reportedQ2 2013
LINLinde PLC$112M0.85%0.05%+5.4%Q4 2018
DEODiageo PLC$110M0.84%0.06%Not reportedQ2 2013
MAMastercard Inc$107M0.81%0.02%Not reportedQ2 2013
DGDollar General Corp$100M0.76%0.39%Not reportedQ3 2021
BAMBrookfield Asset Management Ltd.$98.4M0.75%Not reportedNot reportedQ2 2013
HEI.AHeico Corp$97.9M0.75%Not reportedNot reportedQ2 2016
MCOMoodys Corp$96.9M0.74%0.12%Not reportedQ2 2013
ODFLOld Dominion Freight Line, Inc.$93M0.71%0.21%Not reportedQ2 2022
NSCNorfolk Southern Corp$88.9M0.68%0.13%Not reportedQ2 2013
ITWIllinois Tool Works Inc$88.6M0.67%0.12%Not reportedQ2 2013
JPMJPMorgan Chase & Co$82.7M0.63%0.01%Not reportedQ2 2015
NVRNVR Inc$82.4M0.63%0.45%+0.1%Q4 2018
MSCIMSCI Inc.$80M0.61%0.20%Not reportedQ4 2013
ROKRockwell Automation, Inc$76.7M0.58%0.14%Not reportedQ2 2015
ECLEcolab Inc.$76.4M0.58%0.10%Not reportedQ2 2013
SUNBSunbelt Rentals Holdings, Inc.$72.9M0.56%0.24%+1.1%Q1 2026
Q1 2026Reported May 1, 2026129 positions
BRK.ABerkshire Hathaway Inc$800M6.70%Not reportedNot reportedQ2 2013
GOOGAlphabet Inc.$789M6.61%Not reportedNot reportedQ1 2016
BRK.BBerkshire Hathaway Inc$734M6.15%Not reportedNot reportedQ2 2013
BNBROOKFIELD Corp$529M4.43%Not reportedNot reportedQ4 2022
DEDeere & Co$495M4.14%0.33%Not reportedQ1 2015
AMZNAmazon Com Inc$423M3.54%0.02%Not reportedQ2 2013
ADIAnalog Devices Inc$326M2.73%0.21%Not reportedQ1 2016
AAPLApple Inc.$311M2.61%0.01%Not reportedQ2 2015
GSGoldman Sachs Group Inc$304M2.55%0.12%Not reportedQ1 2016
VVisa Inc.$304M2.54%0.05%+0.5%Q2 2013
HDHome Depot, Inc.$303M2.53%0.09%Not reportedQ2 2013
CATCaterpillar Inc$233M1.95%0.07%Not reportedQ2 2013
WSOWatsco Inc$212M1.77%Not reported+0.8%Q1 2015
BLKBlackRock, Inc.$212M1.77%0.14%Not reportedQ2 2013
MSFTMicrosoft Corp$199M1.67%0.01%+0.4%Q2 2013
DISWalt Disney Co$196M1.64%0.11%Not reportedQ2 2013
FNVFRANCO NEVADA Corp$175M1.47%0.37%+3.7%Q2 2024
LOWLowes Companies Inc$174M1.46%0.13%+0.5%Q2 2013
LPLALPL Financial Holdings Inc.$168M1.41%0.70%Not reportedQ4 2022
GOOGLAlphabet Inc.$164M1.38%0.00%Not reportedQ1 2016
PGRProgressive Corp$149M1.25%0.13%Not reportedQ1 2018
JNJJohnson & Johnson$149M1.25%0.03%Not reportedQ2 2013
AXPAmerican Express Co$148M1.24%0.07%+0.4%Q2 2013
METAMeta Platforms, Inc.$142M1.19%Not reportedNot reportedQ1 2016
BXBlackstone Inc.$141M1.18%0.16%Not reportedQ2 2013
TXNTexas Instruments Inc$141M1.18%0.08%Not reportedQ1 2016
RLIRli Corp$137M1.14%2.60%Not reportedQ2 2013
KKRKKR & Co. Inc.$134M1.12%0.16%Not reportedQ2 2013
GDGeneral Dynamics Corp$134M1.12%0.14%Not reportedQ2 2013
MRSHMarsh & Mclennan Companies, Inc.$132M1.11%0.16%+0.2%Q1 2014
SCHWSchwab Charles Corp$130M1.09%0.08%+0.6%Q2 2013
APOApollo Global Management, Inc.$113M0.94%0.18%Not reportedQ3 2013
ADMArcher-Daniels-Midland Co$109M0.92%0.31%Not reportedQ2 2013
NVONovo Nordisk A S$105M0.88%Not reportedNot reportedQ2 2013
MAMastercard Inc$104M0.87%0.02%Not reportedQ2 2013
DGDollar General Corp$103M0.86%0.39%Not reportedQ3 2021
DEODiageo PLC$102M0.86%0.06%0.0%Q2 2013
LINLinde PLC$101M0.85%0.04%+2.3%Q4 2018
BAMBrookfield Asset Management Ltd.$97.5M0.82%Not reportedNot reportedQ2 2013
MCOMoodys Corp$93.3M0.78%0.12%Not reportedQ2 2013
ITWIllinois Tool Works Inc$85.2M0.71%0.11%Not reportedQ2 2013
ODFLOld Dominion Freight Line, Inc.$83.9M0.70%0.21%+1.8%Q2 2022
NSCNorfolk Southern Corp$81.1M0.68%0.13%+3.3%Q2 2013
HEI.AHeico Corp$80.1M0.67%Not reportedNot reportedQ2 2016
ROLRollins Inc$80M0.67%0.31%+0.6%Q4 2013
NVRNVR Inc$79.7M0.67%0.43%+0.7%Q4 2018
MSCIMSCI Inc.$77M0.64%0.20%Not reportedQ4 2013
JPMJPMorgan Chase & Co$74.3M0.62%0.01%Not reportedQ2 2015
ECLEcolab Inc.$73M0.61%0.10%Not reportedQ2 2013
CGCarlyle Group Inc.$64.2M0.54%0.37%Not reportedQ2 2013
Q4 2025Reported Feb 6, 2026128 positions
GOOGAlphabet Inc.$863M6.88%Not reportedNot reportedQ1 2016
BRK.ABerkshire Hathaway Inc$841M6.70%Not reportedNot reportedQ2 2013
BRK.BBerkshire Hathaway Inc$770M6.14%Not reportedNot reportedQ2 2013
BNBROOKFIELD Corp$600M4.78%Not reported0.0%Q4 2022
AMZNAmazon Com Inc$469M3.74%0.02%Not reportedQ2 2013
DEDeere & Co$409M3.26%0.32%Not reportedQ1 2015
VVisa Inc.$350M2.79%0.05%Not reportedQ2 2013
AAPLApple Inc.$334M2.66%0.01%Not reportedQ2 2015
HDHome Depot, Inc.$317M2.52%0.09%Not reportedQ2 2013
GSGoldman Sachs Group Inc$316M2.52%0.12%Not reportedQ1 2016
ADIAnalog Devices Inc$278M2.21%0.21%-12.4%Q1 2016
MSFTMicrosoft Corp$259M2.07%0.01%+0.7%Q2 2013
BLKBlackRock, Inc.$236M1.88%0.14%Not reportedQ2 2013
DISWalt Disney Co$231M1.84%0.11%Not reportedQ2 2013
LPLALPL Financial Holdings Inc.$200M1.59%0.70%+1.2%Q4 2022
WSOWatsco Inc$195M1.55%Not reported+2.2%Q1 2015
BXBlackstone Inc.$189M1.51%0.16%Not reportedQ2 2013
CATCaterpillar Inc$188M1.50%0.07%Not reportedQ2 2013
KKRKKR & Co. Inc.$185M1.48%0.16%Not reportedQ2 2013
AXPAmerican Express Co$181M1.44%0.07%+0.9%Q2 2013
GOOGLAlphabet Inc.$179M1.43%0.00%Not reportedQ1 2016
LOWLowes Companies Inc$177M1.41%0.13%+1.1%Q2 2013
PGRProgressive Corp$172M1.37%0.13%Not reportedQ1 2018
METAMeta Platforms, Inc.$164M1.31%Not reported-11.4%Q1 2016
RLIRli Corp$153M1.22%2.61%Not reportedQ2 2013
APOApollo Global Management, Inc.$147M1.17%0.17%Not reportedQ3 2013
NVONovo Nordisk A S$146M1.16%Not reported+21.2%Q2 2013
FNVFRANCO NEVADA Corp$142M1.13%0.35%+12.9%Q2 2024
MRSHMarsh & Mclennan Companies, Inc.$141M1.13%0.16%+0.9%Q1 2014
SCHWSchwab Charles Corp$137M1.10%0.08%+0.8%Q2 2013
GDGeneral Dynamics Corp$132M1.05%0.14%Not reportedQ2 2013
JNJJohnson & Johnson$126M1.01%0.03%Not reportedQ2 2013
TXNTexas Instruments Inc$126M1.00%0.08%Not reportedQ1 2016
MAMastercard Inc$118M0.94%0.02%Not reportedQ2 2013
DEODiageo PLC$118M0.94%0.06%+0.4%Q2 2013
DGDollar General Corp$115M0.92%0.39%Not reportedQ3 2021
BAMBrookfield Asset Management Ltd.$115M0.92%Not reportedNot reportedQ2 2013
MCOMoodys Corp$109M0.87%0.12%Not reportedQ2 2013
HEI.AHeico Corp$95.8M0.76%Not reportedNot reportedQ2 2016
ROLRollins Inc$89.4M0.71%0.31%+0.9%Q4 2013
NVRNVR Inc$87.6M0.70%0.43%+0.9%Q4 2018
ADMArcher-Daniels-Midland Co$86.6M0.69%0.31%Not reportedQ2 2013
LINLinde PLC$85.3M0.68%0.04%+3.8%Q4 2018
MSCIMSCI Inc.$82M0.65%0.19%Not reportedQ4 2013
JPMJPMorgan Chase & Co$81.4M0.65%0.01%Not reportedQ2 2015
ITWIllinois Tool Works Inc$80.7M0.64%0.11%Not reportedQ2 2013
NSCNorfolk Southern Corp$79M0.63%0.12%+6.6%Q2 2013
SPGIS&P Global Inc.$78.7M0.63%0.05%Not reportedQ2 2016
CGCarlyle Group Inc.$78.4M0.63%0.37%Not reportedQ2 2013
ECLEcolab Inc.$72M0.57%0.10%Not reportedQ2 2013
Q3 2025Reported Oct 31, 2025129 positions
BRK.ABerkshire Hathaway Inc$840M6.82%Not reportedNot reportedQ2 2013
BRK.BBerkshire Hathaway Inc$770M6.25%Not reportedNot reportedQ2 2013
GOOGAlphabet Inc.$670M5.44%Not reportedNot reportedQ1 2016
BNBROOKFIELD Corp$598M4.85%Not reportedNot reportedQ4 2022
AMZNAmazon Com Inc$446M3.62%0.02%Not reportedQ2 2013
DEDeere & Co$401M3.26%0.32%Not reportedQ1 2015
HDHome Depot, Inc.$373M3.03%0.09%Not reportedQ2 2013
VVisa Inc.$341M2.77%0.05%Not reportedQ2 2013
AAPLApple Inc.$313M2.54%0.01%Not reportedQ2 2015
ADIAnalog Devices Inc$287M2.33%0.24%Not reportedQ1 2016
GSGoldman Sachs Group Inc$286M2.32%0.12%Not reportedQ1 2016
MSFTMicrosoft Corp$276M2.24%0.01%+0.9%Q2 2013
BLKBlackRock, Inc.$257M2.08%0.14%Not reportedQ2 2013
DISWalt Disney Co$233M1.89%0.11%Not reportedQ2 2013
WSOWatsco Inc$228M1.85%Not reportedNot reportedQ1 2015
BXBlackstone Inc.$210M1.70%0.16%Not reportedQ2 2013
METAMeta Platforms, Inc.$206M1.67%Not reportedNot reportedQ1 2016
KKRKKR & Co. Inc.$189M1.53%0.16%Not reportedQ2 2013
PGRProgressive Corp$186M1.51%0.13%Not reportedQ1 2018
LPLALPL Financial Holdings Inc.$184M1.49%0.69%+1.6%Q4 2022
LOWLowes Companies Inc$183M1.48%0.13%+1.3%Q2 2013
AXPAmerican Express Co$161M1.31%0.07%Not reportedQ2 2013
CATCaterpillar Inc$157M1.27%0.07%Not reportedQ2 2013
RLIRli Corp$156M1.27%2.61%Not reportedQ2 2013
MRSHMarsh & Mclennan Companies, Inc.$152M1.23%0.15%+0.8%Q1 2014
GOOGLAlphabet Inc.$139M1.13%0.00%Not reportedQ1 2016
FNVFRANCO NEVADA Corp$135M1.10%0.31%+6.3%Q2 2024
APOApollo Global Management, Inc.$135M1.10%0.17%Not reportedQ3 2013
GDGeneral Dynamics Corp$133M1.08%0.14%Not reportedQ2 2013
TXNTexas Instruments Inc$133M1.08%0.08%Not reportedQ1 2016
NVONovo Nordisk A S$131M1.07%Not reported+4.9%Q2 2013
DEODiageo PLC$130M1.06%0.06%Not reportedQ2 2013
SCHWSchwab Charles Corp$130M1.06%0.08%Not reportedQ2 2013
BAMBrookfield Asset Management Ltd.$125M1.01%Not reportedNot reportedQ2 2013
MAMastercard Inc$118M0.96%0.02%Not reportedQ2 2013
JNJJohnson & Johnson$113M0.92%0.03%Not reportedQ2 2013
MCOMoodys Corp$102M0.83%0.12%Not reportedQ2 2013
HEI.AHeico Corp$96.5M0.78%Not reportedNot reportedQ2 2016
NVRNVR Inc$95.6M0.78%0.41%Not reportedQ4 2018
LINLinde PLC$91.6M0.74%0.04%+3.4%Q4 2018
ADMArcher-Daniels-Midland Co$90M0.73%0.31%-4.3%Q2 2013
DGDollar General Corp$89.8M0.73%0.39%Not reportedQ3 2021
ROLRollins Inc$86.7M0.70%0.30%+0.4%Q4 2013
ITWIllinois Tool Works Inc$85.4M0.69%0.11%Not reportedQ2 2013
CGCarlyle Group Inc.$83.2M0.68%0.37%Not reportedQ2 2013
MSCIMSCI Inc.$81.1M0.66%0.19%Not reportedQ4 2013
JPMJPMorgan Chase & Co$79.7M0.65%0.01%Not reportedQ2 2015
NSCNorfolk Southern Corp$77.1M0.63%0.11%+8.5%Q2 2013
ECLEcolab Inc.$75.1M0.61%0.10%Not reportedQ2 2013
SPGIS&P Global Inc.$73.3M0.60%0.05%Not reportedQ2 2016
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