Markel Group Inc. Portfolio Stock Holdings
Markel Group Inc. disclosed 130 stock positions valued at approximately $13.1 billion in its latest SEC 13F filing. The largest holdings include ALPHABET INC, BERKSHIRE HATHAWAY INC DEL, and BERKSHIRE HATHAWAY INC DEL. The filing reflects positions held as of June 30, 2026 and was filed on July 31, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 130
- Portfolio Value
- $13.1B
Holdings by Sector
Markel Group Inc. Portfolio Holdings in Q2 2026
128 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOG | Communication Services | 7.40% | 2,749,860 | - | - | $971,608,033 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 6.35% | 1,114 | - | - | $834,218,900 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 5.84% | 1,531,971 | - | - | $766,582,969 |
| DEERE & CO | DE | Industrials | 4.24% | 877,900 | - | - | $556,878,306 |
| BROOKFIELD CORP | BN | Financial Services | 4.24% | 13,073,609 | - | - | $556,805,009 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.69% | 2,030,760 | - | - | $484,011,339 |
| ANALOG DEVICES INC | ADI | Technology | 3.02% | 999,671 | -23,574 | -2.30% | $397,039,330 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 2.77% | 359,360 | - | - | $363,445,924 |
| APPLE INC | AAPL | Technology | 2.70% | 1,227,290 | - | - | $355,128,634 |
| CATERPILLAR INC | CAT | Industrials | 2.67% | 328,650 | - | - | $349,979,385 |
| VISA INC | V | Financial Services | 2.65% | 1,013,912 | +9,581 | +0.95% | $347,863,069 |
| HOME DEPOT INC | HD | Consumer Cyclical | 2.48% | 922,500 | +2,500 | +0.27% | $325,347,299 |
| WATSCO INC | WSO | Industrials | 1.90% | 597,750 | +15,581 | +2.68% | $249,100,359 |
| TEXAS INSTRS INC | TXN | Technology | 1.64% | 724,000 | - | - | $215,802,680 |
| BLACKROCK INC | BLK | Other | 1.61% | 220,200 | - | - | $211,735,512 |
| ALPHABET INC | GOOGL | Communication Services | 1.56% | 572,000 | - | - | $204,415,640 |
| MICROSOFT CORP | MSFT | Technology | 1.53% | 537,630 | - | - | $200,546,744 |
| DISNEY WALT CO | DIS | Communication Services | 1.49% | 2,031,665 | - | - | $195,547,757 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.26% | 490,450 | - | - | $165,894,715 |
| LOWES COS INC | LOW | Consumer Cyclical | 1.26% | 751,980 | +13,500 | +1.83% | $165,804,070 |
| PROGRESSIVE CORP | PGR | Financial Services | 1.25% | 753,750 | - | - | $164,656,689 |
| FRANCO NEV CORP | FNV | Basic Materials | 1.23% | 773,500 | +65,000 | +9.17% | $161,228,340 |
| LPL FINL HLDGS INC | LPLA | Financial Services | 1.20% | 559,951 | - | - | $157,726,999 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.18% | 610,800 | - | - | $155,124,875 |
| BLACKSTONE INC | BX | Financial Services | 1.10% | 1,229,000 | - | - | $144,616,429 |
| RLI CORP | RLI | Financial Services | 1.08% | 2,394,544 | - | - | $141,445,715 |
| GENERAL DYNAMICS CORP | GD | Industrials | 1.05% | 391,000 | - | - | $138,507,840 |
| NOVO-NORDISK A S | NVO | Healthcare | 1.05% | 2,869,774 | - | - | $137,576,966 |
| KKR & CO INC | KKR | Financial Services | 1.01% | 1,451,800 | - | - | $133,246,205 |
| META PLATFORMS INC | META | Communication Services | 1.00% | 234,163 | -14,140 | -5.69% | $131,901,676 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.98% | 1,394,800 | +11,000 | +0.79% | $128,698,196 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.97% | 763,500 | - | - | $127,252,547 |
| APOLLO GLOBAL MGMT INC | APO | Financial Services | 0.91% | 1,012,500 | - | - | $119,788,875 |
| ARCHER DANIELS MIDLAND CO | ADM | Consumer Defensive | 0.88% | 1,505,800 | - | - | $115,043,119 |
| LINDE PLC | LIN | Other | 0.85% | 215,600 | +11,000 | +5.38% | $111,883,464 |
| DIAGEO PLC | DEO | Consumer Defensive | 0.84% | 1,372,208 | - | - | $110,298,080 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.81% | 207,540 | - | - | $106,592,545 |
| DOLLAR GEN CORP | DG | Consumer Defensive | 0.76% | 869,250 | - | - | $100,059,367 |
| BROOKFIELD ASSET MANAGMT LTD | BAM | Financial Services | 0.75% | 2,193,953 | - | - | $98,398,791 |
| HEICO CORP NEW | HEI-A | Industrials | 0.75% | 379,644 | - | - | $97,913,984 |
| MOODYS CORP | MCO | Financial Services | 0.74% | 213,890 | - | - | $96,875,059 |
| OLD DOMINION FREIGHT LINE IN | ODFL | Industrials | 0.71% | 429,150 | - | - | $92,953,890 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.68% | 282,500 | - | - | $88,871,675 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.67% | 327,500 | - | - | $88,578,926 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.63% | 252,550 | - | - | $82,667,192 |
| NVR INC | NVR | Consumer Cyclical | 0.63% | 12,097 | +10 | +0.08% | $82,421,700 |
| MSCI INC | MSCI | Financial Services | 0.61% | 142,850 | - | - | $80,001,714 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 0.58% | 154,900 | - | - | $76,687,892 |
| ECOLAB INC | ECL | Basic Materials | 0.58% | 274,300 | - | - | $76,422,723 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.49% | 623,818 | - | - | $63,747,961 |
| ROLLINS INC | ROL | Consumer Cyclical | 0.48% | 1,516,525 | +18,500 | +1.23% | $63,299,755 |
| HANOVER INS GROUP INC | THG | Financial Services | 0.46% | 281,000 | - | - | $60,167,720 |
| INVESTORS TITLE CO NC | ITIC | Financial Services | 0.44% | 213,300 | - | - | $58,375,945 |
| CARLYLE GROUP INC | CG | Financial Services | 0.43% | 1,327,000 | - | - | $55,879,970 |
| TYSON FOODS INC | TSN | Consumer Defensive | 0.40% | 913,500 | +24,000 | +2.70% | $52,297,875 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.37% | 117,690 | - | - | $47,930,429 |
| AON PLC | AON | Financial Services | 0.34% | 135,800 | - | - | $45,043,503 |
| UNION PAC CORP | UNP | Industrials | 0.33% | 161,028 | +10,750 | +7.15% | $43,799,616 |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 0.33% | 180,200 | +9,500 | +5.57% | $42,766,866 |
| RTX CORPORATION | RTX | Industrials | 0.32% | 224,000 | - | - | $42,499,520 |
| CISCO SYS INC | CSCO | Technology | 0.32% | 355,500 | - | - | $41,757,030 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.31% | 24,000 | +18,550 | +340.37% | $40,737,361 |
| YUM BRANDS INC | YUM | Consumer Cyclical | 0.30% | 245,213 | - | - | $39,199,750 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.28% | 99,500 | +5,750 | +6.13% | $36,873,706 |
| ALLSTATE CORP | ALL | Financial Services | 0.28% | 154,550 | - | - | $36,773,627 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.28% | 73,100 | +6,000 | +8.94% | $36,649,416 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.28% | 39,150 | - | - | $36,623,651 |
| HAGERTY INC | HGTY | Financial Services | 0.27% | 3,108,000 | - | - | $35,897,400 |
| PRICE T ROWE GROUP INC | TROW | Financial Services | 0.27% | 314,000 | - | - | $35,698,661 |
| UNITED RENTALS INC | URI | Industrials | 0.27% | 31,150 | - | - | $35,289,524 |
| AIRBNB INC | ABNB | Consumer Cyclical | 0.26% | 242,389 | - | - | $34,685,867 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.25% | 65,213 | - | - | $33,223,415 |
| HCA HEALTHCARE INC | HCA | Healthcare | 0.25% | 84,366 | +1,936 | +2.35% | $32,893,460 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.25% | 94,172 | - | - | $32,425,304 |
| FACTSET RESH SYS INC | FDS | Financial Services | 0.24% | 135,376 | - | - | $31,147,311 |
| LAMAR ADVERTISING CO | LAMR | Real Estate | 0.23% | 193,000 | - | - | $30,104,140 |
| VERISK ANALYTICS INC | VRSK | Industrials | 0.21% | 155,950 | - | - | $27,997,704 |
| CSX CORP | CSX | Industrials | 0.21% | 584,500 | +54,500 | +10.28% | $27,781,285 |
| APPLIED MATLS INC | AMAT | Technology | 0.20% | 36,350 | - | - | $26,281,050 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 0.20% | 88,500 | +13,000 | +17.22% | $25,946,430 |
| COMFORT SYS USA INC | FIX | Industrials | 0.20% | 13,000 | - | - | $25,765,350 |
| CROWN HLDGS INC | CCK | Consumer Cyclical | 0.19% | 220,000 | - | - | $24,600,400 |
| BROWN FORMAN CORP | BF-A | Consumer Defensive | 0.18% | 843,000 | - | - | $23,064,480 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.16% | 569,000 | +367,000 | +181.68% | $20,916,440 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.16% | 114,500 | - | - | $20,714,195 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.15% | 159,400 | - | - | $19,835,735 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.15% | 802,074 | -159,806 | -16.61% | $19,690,917 |
| HEXCEL CORP NEW | HXL | Industrials | 0.14% | 189,000 | - | - | $18,911,340 |
| NIKE INC | NKE | Consumer Cyclical | 0.14% | 447,400 | - | - | $18,365,770 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.14% | 91,000 | - | - | $18,256,420 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 0.14% | 124,500 | - | - | $18,003,945 |
| CARRIER GLOBAL CORPORATION | CARR | Industrials | 0.13% | 235,000 | - | - | $17,237,250 |
| WELLS FARGO & CO | WFC | Financial Services | 0.13% | 204,450 | - | - | $16,895,748 |
| SEI INVTS CO | SEIC | Financial Services | 0.12% | 173,200 | - | - | $15,191,372 |
| PAYCHEX INC | PAYX | Technology | 0.11% | 150,000 | - | - | $14,749,500 |
| HERSHEY CO | HSY | Consumer Defensive | 0.10% | 75,000 | - | - | $13,158,750 |
| PEPSICO INC | PEP | Consumer Defensive | 0.10% | 96,210 | - | - | $13,026,834 |
| BROWN FORMAN CORP | BF-B | Consumer Defensive | 0.10% | 474,187 | - | - | $12,637,084 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 0.09% | 25,900 | - | - | $11,891,467 |
| SHOPIFY INC | SHOP | Technology | 0.09% | 102,750 | - | - | $11,731,995 |