analyzeportfolio
Value

Markel Group

Markel Group’s reported long US-listed equity holdings as of Q2 2026, from their Form 13F filing with the SEC.

13F value
$13.13B
reported long US equity
Positions
130
US-listed holdings
New this quarter
3
2 exited
Reporting period
Q2 2026
vs Q1 2026

Holdings

#HoldingValue% of 13FSharesChange
1GOOGALPHABET INC$971.6M7.4%2.7M
2BERKSHIRE HATHAWAY INC DEL$834.2M6.4%1.1K
3BRK.BBERKSHIRE HATHAWAY INC DEL$766.6M5.8%1.5M
4DEDEERE & CO$556.9M4.2%877.9K
5BROOKFIELD CORP$556.8M4.2%13.1M
6AMZNAMAZON COM INC$484.0M3.7%2.0M
7ADIANALOG DEVICES INC$397.0M3.0%999.7KReduced
8GSGOLDMAN SACHS GROUP INC$363.4M2.8%359.4K
9AAPLAPPLE INC$355.1M2.7%1.2M
10CATCATERPILLAR INC$350.0M2.7%328.6K
11VVISA INC$347.9M2.6%1.0MAdded
12HDHOME DEPOT INC$325.3M2.5%922.5KAdded
13WSOWATSCO INC$249.1M1.9%597.8KAdded
14TXNTEXAS INSTRS INC$215.8M1.6%724.0K
15BLKBLACKROCK INC$211.7M1.6%220.2K
16ALPHABET INC$204.4M1.6%572.0K
17MSFTMICROSOFT CORP$200.5M1.5%537.6K
18DISDISNEY WALT CO$195.5M1.5%2.0M
19AXPAMERICAN EXPRESS CO$165.9M1.3%490.4K
20LOWLOWES COS INC$165.8M1.3%752.0KAdded
21PGRPROGRESSIVE CORP$164.7M1.3%753.8K
22FRANCO NEV CORP$161.2M1.2%773.5KAdded
23LPLALPL FINL HLDGS INC$157.7M1.2%560.0K
24JNJJOHNSON & JOHNSON$155.1M1.2%610.8K
25BXBLACKSTONE INC$144.6M1.1%1.2M
26RLIRLI CORP$141.4M1.1%2.4M
27GDGENERAL DYNAMICS CORP$138.5M1.1%391.0K
28NOVO-NORDISK A S$137.6M1.0%2.9M
29KKRKKR & CO INC$133.2M1.0%1.5M
30METAMETA PLATFORMS INC$131.9M1.0%234.2KReduced
31SCHWSCHWAB CHARLES CORP$128.7M1.0%1.4MAdded
32MRSHMARSH & MCLENNAN COS INC$127.3M1.0%763.5K
33APOAPOLLO GLOBAL MGMT INC$119.8M0.9%1.0M
34ADMARCHER DANIELS MIDLAND CO$115.0M0.9%1.5M
35LINDE PLC$111.9M0.9%215.6KAdded
36DIAGEO PLC$110.3M0.8%1.4M
37MAMASTERCARD INCORPORATED$106.6M0.8%207.5K
38DGDOLLAR GEN CORP$100.1M0.8%869.3K
39BAMBROOKFIELD ASSET MANAGMT LTD$98.4M0.7%2.2M
40HEICO CORP NEW$97.9M0.7%379.6K
41MCOMOODYS CORP$96.9M0.7%213.9K
42ODFLOLD DOMINION FREIGHT LINE IN$93.0M0.7%429.1K
43NSCNORFOLK SOUTHN CORP$88.9M0.7%282.5K
44ITWILLINOIS TOOL WKS INC$88.6M0.7%327.5K
45JPMJPMORGAN CHASE & CO$82.7M0.6%252.6K
46NVRNVR INC$82.4M0.6%12.1KAdded
47MSCIMSCI INC$80.0M0.6%142.8K
48ROKROCKWELL AUTOMATION INC$76.7M0.6%154.9K
49ECLECOLAB INC$76.4M0.6%274.3K
50SUNBSUNBELT RENTALS HOLDINGS INC$72.9M0.6%974.4KAdded
51SBUXSTARBUCKS CORP$63.7M0.5%623.8K
52ROLROLLINS INC$63.3M0.5%1.5MAdded
53THGHANOVER INS GROUP INC$60.2M0.5%281.0K
54ITICINVESTORS TITLE CO NC$58.4M0.4%213.3K
55CGCARLYLE GROUP INC$55.9M0.4%1.3M
56TSNTYSON FOODS INC$52.3M0.4%913.5KAdded
57SPGIS&P GLOBAL INC$47.9M0.4%117.7K
58AON PLC$45.0M0.3%135.8K
59UNPUNION PAC CORP$43.8M0.3%161.0KAdded
60FERGFERGUSON ENTERPRISES INC$42.8M0.3%180.2KAdded
61RTXRTX CORPORATION$42.5M0.3%224.0K
62CSCOCISCO SYS INC$41.8M0.3%355.5K
63MELIMERCADOLIBRE INC$40.7M0.3%24.0KAdded
64YUMYUM BRANDS INC$39.2M0.3%245.2K
65MARMARRIOTT INTL INC NEW$36.9M0.3%99.5KAdded
66ALLALLSTATE CORP$36.8M0.3%154.6K
67TMOTHERMO FISHER SCIENTIFIC INC$36.6M0.3%73.1KAdded
68COSTCOSTCO WHOLESALE CORPORATION$36.6M0.3%39.1K
69HGTYHAGERTY INC$35.9M0.3%3.1M
70TROWPRICE T ROWE GROUP INC$35.7M0.3%314.0K
71URIUNITED RENTALS INC$35.3M0.3%31.1K
72ABNBAIRBNB INC$34.7M0.3%242.4K
73LMTLOCKHEED MARTIN CORP$33.2M0.3%65.2K
74HCAHCA HEALTHCARE INC$32.9M0.3%84.4KAdded
75SHWSHERWIN WILLIAMS CO$32.4M0.2%94.2K
76FDSFACTSET RESH SYS INC$31.1M0.2%135.4K
77LAMRLAMAR ADVERTISING CO$30.1M0.2%193.0K
78VRSKVERISK ANALYTICS INC$28.0M0.2%155.9K
79CSXCSX CORP$27.8M0.2%584.5KAdded
80AMATAPPLIED MATLS INC$26.3M0.2%36.4K
81APDAIR PRODUCTS AND CHEMICALS I$25.9M0.2%88.5KAdded
82FIXCOMFORT SYS USA INC$25.8M0.2%13.0K
83CCKCROWN HLDGS INC$24.6M0.2%220.0K
84BROWN FORMAN CORP$23.1M0.2%843.0K
85RENAISSANCERE HLDGS LTD$22.2M0.2%70.0K
86EPDENTERPRISE PRODS PARTNERS L$20.9M0.2%569.0KAdded
87PMPHILIP MORRIS INTL INC$20.7M0.2%114.5K
88ACCENTURE PLC IRELAND$19.8M0.2%159.4K
89CMCSACOMCAST CORP NEW$19.7M0.1%802.1KReduced
90HXLHEXCEL CORP NEW$18.9M0.1%189.0K
91NKENIKE INC$18.4M0.1%447.4K
92COFCAPITAL ONE FINL CORP$18.3M0.1%91.0K
93BNYBANK NEW YORK MELLON CORP$18.0M0.1%124.5K
94CARRCARRIER GLOBAL CORPORATION$17.2M0.1%235.0K
95WFCWELLS FARGO & CO$16.9M0.1%204.4K
96SEICSEI INVTS CO$15.2M0.1%173.2K
97PAYXPAYCHEX INC$14.7M0.1%150.0K
98HSYHERSHEY CO$13.2M0.1%75.0K
99PEPPEPSICO INC$13.0M0.1%96.2K
100BF.BBROWN FORMAN CORP$12.6M0.1%474.2K
101SPOTIFY TECHNOLOGY S A$11.9M0.1%25.9K
102SHOPSHOPIFY INC$11.7M0.1%102.8K
103EFXEQUIFAX INC$11.6M0.1%72.8K
104CMECME GROUP INC$11.0M0.1%49.8K
105CBOECBOE GLOBAL MKTS INC$10.6M0.1%43.7K
106UBERUBER TECHNOLOGIES INC$10.3M0.1%142.5K
107OTISOTIS WORLDWIDE CORP$9.6M0.1%133.6KAdded
108IQVIQVIA HLDGS INC$9.1M0.1%46.9K
109HIIHUNTINGTON INGALLS INDS INC$7.7M0.1%27.5K
110EXXON MOBIL CORP$7.7M0.1%56.1KAdded
111NSPINSPERITY INC$7.5M0.1%181.3K
112KMXCARMAX INC$7.2M0.1%136.5K
113SONY GROUP CORP$6.7M0.1%335.0K
114CANADIAN NATL RY CO$6.4M0.0%53.5K
115CANADIAN PACIFIC KANSAS CITY$6.3M0.0%73.0KAdded
116GHCGRAHAM HLDGS CO$5.9M0.0%5.2K
117EMNEASTMAN CHEM CO$5.0M0.0%75.0K
118ZTSZOETIS INC$4.8M0.0%66.2KNew
119BCBRUNSWICK CORP$4.3M0.0%51.3K
120WRBBERKLEY W R CORP$4.3M0.0%60.8K
121MGMMGM RESORTS INTERNATIONAL$4.2M0.0%87.5K
122AYIACUITY INC$3.7M0.0%9.8K
123ICEINTERCONTINENTAL EXCHANGE IN$3.6M0.0%28.9K
124EXPEAGLE MATLS INC$3.3M0.0%14.8K
125WYWEYERHAEUSER CO$2.9M0.0%120.0KAdded
126NFLXNETFLIX INC.$2.9M0.0%40.0KNew
127SYYSYSCO CORP$2.5M0.0%30.5K
128DPZDOMINOS PIZZA INC$1.6M0.0%5.5K
129BROBROWN & BROWN INC$898,1000.0%14.0K
130UFPIUFP INDUSTRIES INC$362,9600.0%4.0KNew

Sold out (Q2 2026)

SMG, UNH

Do they hold anything you hold?

Paste your tickers and see which of them Markel Group and the other tracked managers reported owning in their latest 13F filings. Free, and no account needed.

From Markel Group’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q2 2026, not today. Not investment advice.