Markel Group Inc. Portfolio Stock Holdings
Markel Group Inc. disclosed 129 stock positions valued at approximately $11.9 billion in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INC DEL, ALPHABET INC, and BERKSHIRE HATHAWAY INC DEL. The filing reflects positions held as of March 31, 2026 and was filed on May 1, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 129
- Portfolio Value
- $11.9B
Holdings by Sector
Markel Group Inc. Portfolio Holdings in Q1 2026
127 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 6.70% | 1,114 | - | - | $800,007,960 |
| ALPHABET INC | GOOG | Communication Services | 6.61% | 2,749,860 | - | - | $788,824,840 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 6.15% | 1,531,971 | - | - | $734,120,503 |
| BROOKFIELD CORP | BN | Financial Services | 4.43% | 13,073,609 | - | - | $529,088,957 |
| DEERE & CO | DE | Industrials | 4.14% | 877,900 | - | - | $494,521,070 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.54% | 2,030,760 | - | - | $422,946,385 |
| ANALOG DEVICES INC | ADI | Technology | 2.73% | 1,023,245 | - | - | $325,535,164 |
| APPLE INC | AAPL | Technology | 2.61% | 1,227,290 | - | - | $311,473,930 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 2.55% | 359,360 | - | - | $304,014,965 |
| VISA INC | V | Financial Services | 2.54% | 1,004,331 | +5,046 | +0.50% | $303,549,001 |
| HOME DEPOT INC | HD | Consumer Cyclical | 2.53% | 920,000 | - | - | $302,578,801 |
| CATERPILLAR INC | CAT | Industrials | 1.95% | 328,650 | - | - | $232,835,379 |
| WATSCO INC | WSO | Industrials | 1.77% | 582,169 | +4,500 | +0.78% | $211,787,262 |
| BLACKROCK INC | BLK | Other | 1.77% | 220,200 | - | - | $211,768,543 |
| MICROSOFT CORP | MSFT | Technology | 1.67% | 537,630 | +1,950 | +0.36% | $199,014,496 |
| DISNEY WALT CO | DIS | Communication Services | 1.64% | 2,031,665 | - | - | $195,811,874 |
| FRANCO NEV CORP | FNV | Basic Materials | 1.47% | 708,500 | +25,000 | +3.66% | $175,034,926 |
| LOWES COS INC | LOW | Consumer Cyclical | 1.46% | 738,480 | +4,000 | +0.54% | $174,488,053 |
| LPL FINL HLDGS INC | LPLA | Financial Services | 1.41% | 559,951 | - | - | $168,450,059 |
| ALPHABET INC | GOOGL | Communication Services | 1.38% | 572,000 | - | - | $164,484,320 |
| PROGRESSIVE CORP | PGR | Financial Services | 1.25% | 753,750 | - | - | $149,423,400 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.25% | 610,800 | - | - | $149,303,952 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.24% | 490,450 | +1,950 | +0.40% | $148,351,316 |
| META PLATFORMS INC | META | Communication Services | 1.19% | 248,303 | - | - | $142,061,595 |
| BLACKSTONE INC | BX | Financial Services | 1.18% | 1,229,000 | - | - | $141,322,710 |
| TEXAS INSTRS INC | TXN | Technology | 1.18% | 724,000 | - | - | $140,557,359 |
| RLI CORP | RLI | Financial Services | 1.14% | 2,394,544 | - | - | $136,584,790 |
| KKR & CO INC | KKR | Financial Services | 1.12% | 1,451,800 | - | - | $134,291,502 |
| GENERAL DYNAMICS CORP | GD | Industrials | 1.12% | 391,000 | - | - | $134,199,019 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 1.11% | 763,500 | +1,750 | +0.23% | $132,429,077 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 1.09% | 1,383,800 | +8,000 | +0.58% | $130,049,523 |
| APOLLO GLOBAL MGMT INC | APO | Financial Services | 0.94% | 1,012,500 | - | - | $112,812,750 |
| ARCHER DANIELS MIDLAND CO | ADM | Consumer Defensive | 0.92% | 1,505,800 | - | - | $109,456,602 |
| NOVO-NORDISK A S | NVO | Healthcare | 0.88% | 2,869,774 | - | - | $105,464,196 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.87% | 207,540 | - | - | $103,699,436 |
| DOLLAR GEN CORP NEW | DG | Consumer Defensive | 0.86% | 869,250 | - | - | $103,206,052 |
| DIAGEO PLC | DEO | Consumer Defensive | 0.86% | 1,372,208 | +500 | +0.04% | $102,160,886 |
| LINDE PLC | LIN | Other | 0.85% | 204,600 | +4,500 | +2.25% | $101,432,496 |
| BROOKFIELD ASSET MANAGMT LTD | BAM | Financial Services | 0.82% | 2,193,953 | - | - | $97,521,212 |
| MOODYS CORP | MCO | Financial Services | 0.78% | 213,890 | - | - | $93,309,514 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.71% | 327,500 | - | - | $85,244,976 |
| OLD DOMINION FREIGHT LINE IN | ODFL | Industrials | 0.70% | 429,150 | +7,500 | +1.78% | $83,855,910 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.68% | 282,500 | +9,000 | +3.29% | $81,077,500 |
| HEICO CORP NEW | HEI-A | Industrials | 0.67% | 379,644 | - | - | $80,139,052 |
| ROLLINS INC | ROL | Consumer Cyclical | 0.67% | 1,498,025 | +9,000 | +0.60% | $80,009,516 |
| NVR INC | NVR | Consumer Cyclical | 0.67% | 12,087 | +80 | +0.67% | $79,651,275 |
| MSCI INC | MSCI | Financial Services | 0.64% | 142,850 | - | - | $76,997,578 |
| JPMORGAN CHASE & CO. | JPM | Financial Services | 0.62% | 252,550 | - | - | $74,290,108 |
| ECOLAB INC | ECL | Basic Materials | 0.61% | 274,300 | - | - | $72,969,286 |
| CARLYLE GROUP INC | CG | Financial Services | 0.54% | 1,327,000 | - | - | $64,213,530 |
| TYSON FOODS INC | TSN | Consumer Defensive | 0.48% | 889,500 | +5,000 | +0.57% | $56,990,265 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.47% | 623,818 | - | - | $55,887,855 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 0.47% | 154,900 | - | - | $55,590,512 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.42% | 117,690 | -33,000 | -21.90% | $50,058,265 |
| HANOVER INS GROUP INC | THG | Financial Services | 0.41% | 281,000 | - | - | $48,711,350 |
| INVESTORS TITLE CO NC | ITIC | Financial Services | 0.39% | 213,300 | - | - | $46,358,621 |
| AON PLC | AON | Financial Services | 0.37% | 135,800 | +1,750 | +1.31% | $43,833,524 |
| RTX CORPORATION | RTX | Industrials | 0.36% | 224,000 | - | - | $43,209,600 |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 0.33% | 170,700 | +7,200 | +4.40% | $39,817,482 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.33% | 65,213 | +700 | +1.09% | $39,414,086 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.33% | 39,150 | - | - | $39,010,235 |
| HCA HEALTHCARE INC | HCA | Healthcare | 0.33% | 82,430 | +1,750 | +2.17% | $39,009,174 |
| YUM BRANDS INC | YUM | Consumer Cyclical | 0.32% | 245,213 | +18,762 | +8.29% | $38,125,718 |
| UNION PAC CORP | UNP | Industrials | 0.31% | 150,278 | +9,000 | +6.37% | $36,460,448 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.28% | 67,100 | +4,300 | +6.85% | $32,981,664 |
| HAGERTY INC | HGTY | Financial Services | 0.27% | 3,108,000 | - | - | $32,727,240 |
| ALLSTATE CORP | ALL | Financial Services | 0.27% | 154,550 | - | - | $32,044,397 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.26% | 159,400 | - | - | $31,607,425 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.26% | 93,750 | +4,000 | +4.46% | $30,662,813 |
| AIRBNB INC | ABNB | Consumer Cyclical | 0.26% | 242,389 | +2,100 | +0.87% | $30,608,884 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.25% | 94,172 | - | - | $30,186,834 |
| VERISK ANALYTICS INC | VRSK | Industrials | 0.25% | 155,950 | - | - | $29,591,513 |
| FACTSET RESH SYS INC | FDS | Financial Services | 0.25% | 135,376 | +13,503 | +11.08% | $29,375,238 |
| PRICE T ROWE GROUP INC | TROW | Financial Services | 0.24% | 314,000 | - | - | $28,303,960 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.23% | 961,880 | - | - | $27,615,574 |
| CISCO SYS INC | CSCO | Technology | 0.23% | 355,500 | - | - | $27,583,245 |
| LAMAR ADVERTISING CO NEW | LAMR | Real Estate | 0.20% | 193,000 | +8,000 | +4.32% | $24,445,380 |
| NIKE INC | NKE | Consumer Cyclical | 0.20% | 447,400 | - | - | $23,631,668 |
| UNITED RENTALS INC | URI | Industrials | 0.19% | 31,150 | - | - | $22,694,644 |
| BROWN FORMAN CORP | BF-A | Consumer Defensive | 0.19% | 843,000 | - | - | $22,583,969 |
| CROWN HLDGS INC | CCK | Consumer Cyclical | 0.18% | 220,000 | +8,000 | +3.77% | $22,055,000 |
| AIR PRODS & CHEMS INC | APD | Basic Materials | 0.18% | 75,500 | +4,000 | +5.59% | $21,931,995 |
| CSX CORP | CSX | Industrials | 0.18% | 530,000 | +90,000 | +20.45% | $21,756,500 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.16% | 114,500 | - | - | $18,931,431 |
| COMFORT SYS USA INC | FIX | Industrials | 0.15% | 13,000 | - | - | $17,926,870 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.14% | 91,000 | - | - | $16,601,130 |
| WELLS FARGO CO NEW | WFC | Financial Services | 0.14% | 204,450 | - | - | $16,276,265 |
| HERSHEY CO | HSY | Consumer Defensive | 0.13% | 75,000 | +7,500 | +11.11% | $15,591,750 |
| HEXCEL CORP NEW | HXL | Industrials | 0.13% | 189,000 | - | - | $15,295,770 |
| PEPSICO INC | PEP | Consumer Defensive | 0.13% | 96,210 | - | - | $14,940,451 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 0.12% | 124,500 | +3,000 | +2.47% | $14,769,435 |
| CME GROUP INC | CME | Financial Services | 0.12% | 49,750 | +4,000 | +8.74% | $14,693,663 |
| PAYCHEX INC | PAYX | Technology | 0.12% | 150,000 | - | - | $13,818,000 |
| SEI INVTS CO | SEIC | Financial Services | 0.11% | 173,200 | - | - | $13,591,004 |
| CARRIER GLOBAL CORPORATION | CARR | Industrials | 0.11% | 235,000 | - | - | $13,232,850 |
| EQUIFAX INC | EFX | Industrials | 0.11% | 72,850 | - | - | $13,118,100 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 0.11% | 25,900 | - | - | $12,559,169 |
| BROWN FORMAN CORP | BF-B | Consumer Defensive | 0.11% | 474,187 | - | - | $12,537,504 |
| APPLIED MATLS INC | AMAT | Technology | 0.10% | 36,350 | +2,250 | +6.60% | $12,424,067 |
| CBOE GLOBAL MKTS INC | CBOE | Financial Services | 0.10% | 43,700 | +1,950 | +4.67% | $12,282,760 |