Markel Group Inc. 13F holdings
Markel Group Inc. reported 127 positions with a total reported value of $13.1B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-31. Top holdings by reported value: BRK-B BERKSHIRE HATHAWAY INC DEL (12.2%), GOOGL ALPHABET INC (9.0%), DE DEERE & CO (4.2%), BN BROOKFIELD CORP (4.2%), AMZN AMAZON COM INC (3.7%). Against 2026-03-31 it opened 3 new positions and exited 2. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| BRK-B BERKSHIRE HATHAWAY INC DEL | 1,533,085 | $1.6B | 12.2% |
| GOOGL ALPHABET INC | 3,321,860 | $1.2B | 9.0% |
| DE DEERE & CO | 877,900 | $556.9M | 4.2% |
| BN BROOKFIELD CORP | 13,073,609 | $556.8M | 4.2% |
| AMZN AMAZON COM INC | 2,030,760 | $484.0M | 3.7% |
| ADI ANALOG DEVICES INC | 999,671 | $397.0M | 3.0% |
| GS GOLDMAN SACHS GROUP INC | 359,360 | $363.4M | 2.8% |
| AAPL APPLE INC | 1,227,290 | $355.1M | 2.7% |
| CAT CATERPILLAR INC | 328,650 | $350.0M | 2.7% |
| V VISA INC | 1,013,912 | $347.9M | 2.6% |
| HD HOME DEPOT INC | 922,500 | $325.3M | 2.5% |
| WSO WATSCO INC | 597,750 | $249.1M | 1.9% |
| TEXAS INSTRS INC | 724,000 | $215.8M | 1.6% |
| BLK BLACKROCK INC | 220,200 | $211.7M | 1.6% |
| MSFT MICROSOFT CORP | 537,630 | $200.5M | 1.5% |
| DIS DISNEY WALT CO | 2,031,665 | $195.5M | 1.5% |
| AXP AMERICAN EXPRESS CO | 490,450 | $165.9M | 1.3% |
| LOWES COS INC | 751,980 | $165.8M | 1.3% |
| PGR PROGRESSIVE CORP | 753,750 | $164.7M | 1.3% |
| FNV FRANCO NEV CORP | 773,500 | $161.2M | 1.2% |
| LPL FINL HLDGS INC | 559,951 | $157.7M | 1.2% |
| JNJ JOHNSON & JOHNSON | 610,800 | $155.1M | 1.2% |
| BX BLACKSTONE INC | 1,229,000 | $144.6M | 1.1% |
| RLI RLI CORP | 2,394,544 | $141.4M | 1.1% |
| GD GENERAL DYNAMICS CORP | 391,000 | $138.5M | 1.1% |
New positions this quarter
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Biggest increases and decreases
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| MELI MERCADOLIBRE INC | 5,450 | 24,000 | +340.4% | $40.7M |
| FNV FRANCO NEV CORP | 708,500 | 773,500 | +9.2% | $161.2M |
| EPD ENTERPRISE PRODS PARTNERS L | 202,000 | 569,000 | +181.7% | $20.9M |
| WSO WATSCO INC | 582,169 | 597,750 | +2.7% | $249.1M |
| LIN LINDE PLC | 204,600 | 215,600 | +5.4% | $111.9M |
| APD AIR PRODUCTS AND CHEMICALS I | 75,500 | 88,500 | +17.2% | $25.9M |
| V VISA INC | 1,004,331 | 1,013,912 | +1.0% | $347.9M |
| TMO THERMO FISHER SCIENTIFIC INC | 67,100 | 73,100 | +8.9% | $36.6M |
| LOWES COS INC | 738,480 | 751,980 | +1.8% | $165.8M |
| UNP UNION PAC CORP | 150,278 | 161,028 | +7.2% | $43.8M |
| CSX CSX CORP | 530,000 | 584,500 | +10.3% | $27.8M |
| WY WEYERHAEUSER CO | 17,500 | 120,000 | +585.7% | $2.9M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ADI ANALOG DEVICES INC | 1,023,245 | 999,671 | -2.3% | $397.0M |
| META META PLATFORMS INC | 248,303 | 234,163 | -5.7% | $131.9M |
| CMCSA COMCAST CORP NEW | 961,880 | 802,074 | -16.6% | $19.7M |
More 13F data
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
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