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Markel Group Inc.

CIK 1096343 · latest 13F filed 31 July 2026 · Read the filing on EDGAR

Markel Group Inc. reported 130 US-listed holdings worth $13.13 billion in its 13F for the quarter ended 30 June 2026, filed 31 July 2026. Its largest: Alphabet Inc. (7.4%), Berkshire Hathaway Inc. Del (6.4%) and Berkshire Hathaway Inc. Class B (5.8%). Against the quarter before, it opened 3 positions, added to 23, trimmed 3 and sold out of 2.

Reported holdings$13.13B+10.0% on Q1 2026
Positions130+1 on Q1 2026
The largest ten42.9%of its reported holdings
Latest 13FQ2 2026filed 31 July 2026
Where the money is
Added toHeldTrimmed
GOOG7.4%Berkshire6.4%BRKB5.8%DE4.2%BN4.2%AMZN3.7%ADI3.0%GS2.8%AAPL2.7%CAT2.7%V2.6%HD2.5%WSOTXN116 more48.4%

The 14 largest of its 130 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $11.11 billion in 132 positions$11.1BQ3 24Q4 2024: $11.34 billion in 132 positions$11.3BQ4 24Q1 2025: $11.26 billion in 135 positions$11.3BQ1 25Q2 2025: $11.83 billion in 137 positions$11.8BQ2 25Q3 2025: $12.32 billion in 129 positions$12.3BQ3 25Q4 2025: $12.54 billion in 128 positions$12.5BQ4 25Q1 2026: $11.94 billion in 129 positions$11.9BQ1 26Q2 2026: $13.13 billion in 130 positions$13.1BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 3Added 23Held 101Trimmed 3Sold out 2
Opened: 3Added: 23Held: 101Trimmed: 3Sold out: 2

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 3

  1. Zoetis Inc. ZTS$4.8 million
  2. Netflix Inc. NFLX$2.9 million
  3. UFP Industries Inc. UFPI$362,960

Added to 23

  1. MercadoLibre, Inc. MELI+18,550 shares · +340%
  2. Franco Nev Corp. FNV+65,000 shares · +9%
  3. Enterprise Products Partners LP EPD+367,000 shares · +182%
  4. Watsco Inc. WSO+15,581 shares · +3%
  5. Linde plc LIN+11,000 shares · +5%
  6. Air Products & Chemicals, Inc. APD+13,000 shares · +17%
  7. Visa Inc. V+9,581 shares · +1%
  8. Thermo Fisher Scientific Inc. TMO+6,000 shares · +9%

and 15 more in the table below

Trimmed 3

  1. Analog Devices Inc. ADI-23,574 shares · -2%
  2. Meta Platforms, Inc. META-14,140 shares · -6%
  3. Comcast Corp. CMCSA-159,806 shares · -17%

Sold out of 2

  1. Scotts Miracle-Gro Co. SMG$10.2 million last quarter
  2. UnitedHealth Group Inc. UNH$5.1 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Alphabet Inc. GOOG2,749,860$971.6 million7.40%no change
Berkshire Hathaway Inc. Del1,114$834.2 million6.35%no change
Berkshire Hathaway Inc. Class B BRKB1,531,971$766.6 million5.84%no change
Deere & Co. DE877,900$556.9 million4.24%no change
Brookfield Corporation BN13,073,609$556.8 million4.24%no change
Amazon.com Inc. AMZN2,030,760$484.0 million3.69%no change
Analog Devices Inc. ADI999,671$397.0 million3.02%-23,574
Goldman Sachs Group Inc. GS359,360$363.4 million2.77%no change
Apple Inc. AAPL1,227,290$355.1 million2.70%no change
Caterpillar Inc. CAT328,650$350.0 million2.67%no change
Visa Inc. V1,013,912$347.9 million2.65%+9,581
Home Depot, Inc. HD922,500$325.3 million2.48%+2,500
Watsco Inc. WSO597,750$249.1 million1.90%+15,581
Texas Instruments Inc. TXN724,000$215.8 million1.64%no change
BlackRock, Inc. BLK220,200$211.7 million1.61%no change
Alphabet Inc. GOOGL572,000$204.4 million1.56%no change
Microsoft Corp. MSFT537,630$200.5 million1.53%no change
Walt Disney Co. DIS2,031,665$195.5 million1.49%no change
American Express Co. AXP490,450$165.9 million1.26%no change
Lowe's Companies Inc. LOW751,980$165.8 million1.26%+13,500
Progressive Corp. PGR753,750$164.7 million1.25%no change
Franco Nev Corp. FNV773,500$161.2 million1.23%+65,000
LPL Finl Hldgs Inc. LPLA559,951$157.7 million1.20%no change
Johnson & Johnson JNJ610,800$155.1 million1.18%no change
Blackstone Inc. BX1,229,000$144.6 million1.10%no change
RLI Corp. RLI2,394,544$141.4 million1.08%no change
General Dynamics Corp. GD391,000$138.5 million1.05%no change
Novo Nordisk A/S NVO2,869,774$137.6 million1.05%no change
KKR & Co. Inc. KKR1,451,800$133.2 million1.01%no change
Meta Platforms, Inc. META234,163$131.9 million1.00%-14,140
Charles Schwab Corp. SCHW1,394,800$128.7 million0.98%+11,000
Marsh & McLennan Companies, Inc. MRSH763,500$127.3 million0.97%no change
Apollo Global Management, Inc. APO1,012,500$119.8 million0.91%no change
Archer-Daniels-Midland Co. ADM1,505,800$115.0 million0.88%no change
Linde plc LIN215,600$111.9 million0.85%+11,000
Diageo plc DEO1,372,208$110.3 million0.84%no change
Mastercard Inc. MA207,540$106.6 million0.81%no change
Dollar General Corp. DG869,250$100.1 million0.76%no change
Brookfield Asset Management Ltd. BAM2,193,953$98.4 million0.75%no change
Heico Corp. New HEIA379,644$97.9 million0.75%no change
Moody's Corp. MCO213,890$96.9 million0.74%no change
Old Dominion Freight Line, Inc. ODFL429,150$93.0 million0.71%no change
Norfolk Southern Corp. NSC282,500$88.9 million0.68%no change
Illinois Tool Works Inc. ITW327,500$88.6 million0.67%no change
JPMorgan Chase & Co. JPM252,550$82.7 million0.63%no change
NVR Inc. NVR12,097$82.4 million0.63%+10
MSCI Inc. MSCI142,850$80.0 million0.61%no change
Rockwell Automation, Inc. ROK154,900$76.7 million0.58%no change
Ecolab Inc. ECL274,300$76.4 million0.58%no change
Sunbelt Rentals Holdings Inc. SUNB974,361$72.9 million0.56%+11,000
Starbucks Corp. SBUX623,818$63.7 million0.49%no change
Rollins Inc. ROL1,516,525$63.3 million0.48%+18,500
Hanover Insurance Group, Inc. THG281,000$60.2 million0.46%no change
Investors Title Co. NC ITIC213,300$58.4 million0.44%no change
Carlyle Group Inc. CG1,327,000$55.9 million0.43%no change
Tyson Foods, Inc. TSN913,500$52.3 million0.40%+24,000
S&P Global Inc. SPGI117,690$47.9 million0.37%no change
Aon plc AON135,800$45.0 million0.34%no change
Union Pacific Corp. UNP161,028$43.8 million0.33%+10,750
Ferguson Enterprises Inc. FERG180,200$42.8 million0.33%+9,500
RTX Corp. RTX224,000$42.5 million0.32%no change
Cisco Systems, Inc. CSCO355,500$41.8 million0.32%no change
MercadoLibre, Inc. MELI24,000$40.7 million0.31%+18,550
Yum! Brands, Inc. YUM245,213$39.2 million0.30%no change
Marriott International Inc. MAR99,500$36.9 million0.28%+5,750
Allstate Corp. ALL154,550$36.8 million0.28%no change
Thermo Fisher Scientific Inc. TMO73,100$36.6 million0.28%+6,000
Costco Wholesale Corp. COST39,150$36.6 million0.28%no change
Hagerty Inc. HGTY3,108,000$35.9 million0.27%no change
T. Rowe Price Group, Inc. TROW314,000$35.7 million0.27%no change
United Rentals, Inc. URI31,150$35.3 million0.27%no change
Airbnb, Inc. ABNB242,389$34.7 million0.26%no change
Lockheed Martin Corp. LMT65,213$33.2 million0.25%no change
HCA Healthcare, Inc. HCA84,366$32.9 million0.25%+1,936
Sherwin Williams Co. SHW94,172$32.4 million0.25%no change
Factset Research Systems Inc. FDS135,376$31.1 million0.24%no change
Lamar Advertising Co. LAMR193,000$30.1 million0.23%no change
Verisk Analytics, Inc. VRSK155,950$28.0 million0.21%no change
CSX Corp. CSX584,500$27.8 million0.21%+54,500
Applied Materials Inc. AMAT36,350$26.3 million0.20%no change
Air Products & Chemicals, Inc. APD88,500$25.9 million0.20%+13,000
Comfort Systems USA Inc. FIX13,000$25.8 million0.20%no change
Crown Holdings, Inc. CCK220,000$24.6 million0.19%no change
Brown Forman Corp. BFA843,000$23.1 million0.18%no change
Renaissancere Holdings Ltd. RNR70,000$22.2 million0.17%no change
Enterprise Products Partners LP EPD569,000$20.9 million0.16%+367,000
Philip Morris International Inc. PM114,500$20.7 million0.16%no change
Accenture plc ACN159,400$19.8 million0.15%no change
Comcast Corp. CMCSA802,074$19.7 million0.15%-159,806
Hexcel Corp. HXL189,000$18.9 million0.14%no change
Nike, Inc. NKE447,400$18.4 million0.14%no change
Capital One Financial Corp. COF91,000$18.3 million0.14%no change
Bank of New York Mellon Corp. BNY124,500$18.0 million0.14%no change
Carrier Global Corp. CARR235,000$17.2 million0.13%no change
Wells Fargo & Company WFC204,450$16.9 million0.13%no change
SEI Investments Co. SEIC173,200$15.2 million0.12%no change
Paychex Inc. PAYX150,000$14.7 million0.11%no change
Hershey Co. HSY75,000$13.2 million0.10%no change
PepsiCo Inc. PEP96,210$13.0 million0.10%no change
Brown Forman Corp. BFB474,187$12.6 million0.10%no change
Spotify Technology S.A. SPOT25,900$11.9 million0.09%no change
Shopify Inc. SHOP102,750$11.7 million0.09%no change
Equifax Inc. EFX72,850$11.6 million0.09%no change
CME Group Inc. CME49,750$11.0 million0.08%no change
Cboe Global Markets, Inc. CBOE43,700$10.6 million0.08%no change
Uber Technologies, Inc. UBER142,500$10.3 million0.08%no change
Otis Worldwide Corp. OTIS133,620$9.6 million0.07%+19,000
IQVIA Holdings Inc. IQV46,900$9.1 million0.07%no change
Huntington Ingalls Industries, Inc. HII27,500$7.7 million0.06%no change
ExxonMobil Holdings Corp. XOM56,100$7.7 million0.06%+9,100
Insperity, Inc. NSP181,336$7.5 million0.06%no change
Carmax Inc. KMX136,500$7.2 million0.05%no change
Sony Group Corporation SONY335,000$6.7 million0.05%no change
Canadian Natl Ry Co. CNI53,500$6.4 million0.05%no change
Canadian Pacific Kansas City LT CP73,000$6.3 million0.05%+13,500
Graham Holdings Co. GHC5,200$5.9 million0.05%no change
Eastman Chemical Co. EMN74,950$5.0 million0.04%no change
Zoetis Inc. ZTS66,195$4.8 million0.04%new
Brunswick Corp. BC51,250$4.3 million0.03%no change
W. R. Berkley Corp. WRB60,750$4.3 million0.03%no change
MGM Resorts International MGM87,500$4.2 million0.03%no change
Acuity Inc. (De) AYI9,750$3.7 million0.03%no change
Intercontinental Exchange, Inc. ICE28,870$3.6 million0.03%no change
Eagle Materials Inc. EXP14,750$3.3 million0.03%no change
Weyerhaeuser Co. WY120,000$2.9 million0.02%+102,500
Netflix Inc. NFLX40,000$2.9 million0.02%new
Sysco Corp. SYY30,500$2.5 million0.02%no change
Domino's Pizza, Inc. DPZ5,500$1.6 million0.01%no change
Brown & Brown, Inc. BRO14,000$898,1000.01%no change
UFP Industries Inc. UFPI4,000$362,9600.00%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 2 it sold out of are in the box above.