Value
Markel Group
Markel Group’s reported long US-listed equity holdings as of Q1 2026, from their Form 13F filing with the SEC.
13F value
$11.94B
reported long US equity
Positions
129
US-listed holdings
New this quarter
4
3 exited
Reporting period
Q1 2026
vs Q4 2025
Holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $800.0M | 6.7% | 1.1K | — |
| 2 | GOOGALPHABET INC | $788.8M | 6.6% | 2.7M | — |
| 3 | BRK.BBERKSHIRE HATHAWAY INC DEL | $734.1M | 6.1% | 1.5M | — |
| 4 | BROOKFIELD CORP | $529.1M | 4.4% | 13.1M | — |
| 5 | DEDEERE & CO | $494.5M | 4.1% | 877.9K | — |
| 6 | AMZNAMAZON COM INC | $422.9M | 3.5% | 2.0M | — |
| 7 | ADIANALOG DEVICES INC | $325.5M | 2.7% | 1.0M | — |
| 8 | AAPLAPPLE INC | $311.5M | 2.6% | 1.2M | — |
| 9 | GSGOLDMAN SACHS GROUP INC | $304.0M | 2.5% | 359.4K | — |
| 10 | VVISA INC | $303.5M | 2.5% | 1.0M | Added |
| 11 | HDHOME DEPOT INC | $302.6M | 2.5% | 920.0K | — |
| 12 | CATCATERPILLAR INC | $232.8M | 2.0% | 328.6K | — |
| 13 | WSOWATSCO INC | $211.8M | 1.8% | 582.2K | Added |
| 14 | BLKBLACKROCK INC | $211.8M | 1.8% | 220.2K | — |
| 15 | MSFTMICROSOFT CORP | $199.0M | 1.7% | 537.6K | Added |
| 16 | DISDISNEY WALT CO | $195.8M | 1.6% | 2.0M | — |
| 17 | FRANCO NEV CORP | $175.0M | 1.5% | 708.5K | Added |
| 18 | LOWLOWES COS INC | $174.5M | 1.5% | 738.5K | Added |
| 19 | LPLALPL FINL HLDGS INC | $168.5M | 1.4% | 560.0K | — |
| 20 | ALPHABET INC | $164.5M | 1.4% | 572.0K | — |
| 21 | PGRPROGRESSIVE CORP | $149.4M | 1.3% | 753.8K | — |
| 22 | JNJJOHNSON & JOHNSON | $149.3M | 1.3% | 610.8K | — |
| 23 | AXPAMERICAN EXPRESS CO | $148.4M | 1.2% | 490.4K | Added |
| 24 | METAMETA PLATFORMS INC | $142.1M | 1.2% | 248.3K | — |
| 25 | BXBLACKSTONE INC | $141.3M | 1.2% | 1.2M | — |
| 26 | TXNTEXAS INSTRS INC | $140.6M | 1.2% | 724.0K | — |
| 27 | RLIRLI CORP | $136.6M | 1.1% | 2.4M | — |
| 28 | KKRKKR & CO INC | $134.3M | 1.1% | 1.5M | — |
| 29 | GDGENERAL DYNAMICS CORP | $134.2M | 1.1% | 391.0K | — |
| 30 | MARSH & MCLENNAN COS INC | $132.4M | 1.1% | 763.5K | Added |
| 31 | SCHWSCHWAB CHARLES CORP | $130.0M | 1.1% | 1.4M | Added |
| 32 | APOAPOLLO GLOBAL MGMT INC | $112.8M | 0.9% | 1.0M | — |
| 33 | ADMARCHER DANIELS MIDLAND CO | $109.5M | 0.9% | 1.5M | — |
| 34 | NOVO-NORDISK A S | $105.5M | 0.9% | 2.9M | — |
| 35 | MAMASTERCARD INCORPORATED | $103.7M | 0.9% | 207.5K | — |
| 36 | DGDOLLAR GEN CORP NEW | $103.2M | 0.9% | 869.3K | — |
| 37 | DIAGEO PLC | $102.2M | 0.9% | 1.4M | Added |
| 38 | LINDE PLC | $101.4M | 0.8% | 204.6K | Added |
| 39 | BAMBROOKFIELD ASSET MANAGMT LTD | $97.5M | 0.8% | 2.2M | — |
| 40 | MCOMOODYS CORP | $93.3M | 0.8% | 213.9K | — |
| 41 | ITWILLINOIS TOOL WKS INC | $85.2M | 0.7% | 327.5K | — |
| 42 | ODFLOLD DOMINION FREIGHT LINE IN | $83.9M | 0.7% | 429.1K | Added |
| 43 | NSCNORFOLK SOUTHN CORP | $81.1M | 0.7% | 282.5K | Added |
| 44 | HEICO CORP NEW | $80.1M | 0.7% | 379.6K | — |
| 45 | ROLROLLINS INC | $80.0M | 0.7% | 1.5M | Added |
| 46 | NVRNVR INC | $79.7M | 0.7% | 12.1K | Added |
| 47 | MSCIMSCI INC | $77.0M | 0.6% | 142.8K | — |
| 48 | JPMJPMORGAN CHASE & CO. | $74.3M | 0.6% | 252.6K | — |
| 49 | ECLECOLAB INC | $73.0M | 0.6% | 274.3K | — |
| 50 | CGCARLYLE GROUP INC | $64.2M | 0.5% | 1.3M | — |
| 51 | SUNBSUNBELT RENTALS HOLDINGS INC | $62.7M | 0.5% | 963.4K | New |
| 52 | TSNTYSON FOODS INC | $57.0M | 0.5% | 889.5K | Added |
| 53 | SBUXSTARBUCKS CORP | $55.9M | 0.5% | 623.8K | — |
| 54 | ROKROCKWELL AUTOMATION INC | $55.6M | 0.5% | 154.9K | — |
| 55 | SPGIS&P GLOBAL INC | $50.1M | 0.4% | 117.7K | Reduced |
| 56 | THGHANOVER INS GROUP INC | $48.7M | 0.4% | 281.0K | — |
| 57 | ITICINVESTORS TITLE CO NC | $46.4M | 0.4% | 213.3K | — |
| 58 | AON PLC | $43.8M | 0.4% | 135.8K | Added |
| 59 | RTXRTX CORPORATION | $43.2M | 0.4% | 224.0K | — |
| 60 | FERGFERGUSON ENTERPRISES INC | $39.8M | 0.3% | 170.7K | Added |
| 61 | LMTLOCKHEED MARTIN CORP | $39.4M | 0.3% | 65.2K | Added |
| 62 | COSTCOSTCO WHSL CORP NEW | $39.0M | 0.3% | 39.1K | — |
| 63 | HCAHCA HEALTHCARE INC | $39.0M | 0.3% | 82.4K | Added |
| 64 | YUMYUM BRANDS INC | $38.1M | 0.3% | 245.2K | Added |
| 65 | UNPUNION PAC CORP | $36.5M | 0.3% | 150.3K | Added |
| 66 | TMOTHERMO FISHER SCIENTIFIC INC | $33.0M | 0.3% | 67.1K | Added |
| 67 | HGTYHAGERTY INC | $32.7M | 0.3% | 3.1M | — |
| 68 | ALLALLSTATE CORP | $32.0M | 0.3% | 154.6K | — |
| 69 | ACCENTURE PLC IRELAND | $31.6M | 0.3% | 159.4K | — |
| 70 | MARMARRIOTT INTL INC NEW | $30.7M | 0.3% | 93.8K | Added |
| 71 | ABNBAIRBNB INC | $30.6M | 0.3% | 242.4K | Added |
| 72 | SHWSHERWIN WILLIAMS CO | $30.2M | 0.3% | 94.2K | — |
| 73 | VRSKVERISK ANALYTICS INC | $29.6M | 0.2% | 155.9K | — |
| 74 | FDSFACTSET RESH SYS INC | $29.4M | 0.2% | 135.4K | Added |
| 75 | TROWPRICE T ROWE GROUP INC | $28.3M | 0.2% | 314.0K | — |
| 76 | CMCSACOMCAST CORP NEW | $27.6M | 0.2% | 961.9K | — |
| 77 | CSCOCISCO SYS INC | $27.6M | 0.2% | 355.5K | — |
| 78 | LAMRLAMAR ADVERTISING CO NEW | $24.4M | 0.2% | 193.0K | Added |
| 79 | NKENIKE INC | $23.6M | 0.2% | 447.4K | — |
| 80 | URIUNITED RENTALS INC | $22.7M | 0.2% | 31.1K | — |
| 81 | BROWN FORMAN CORP | $22.6M | 0.2% | 843.0K | — |
| 82 | CCKCROWN HLDGS INC | $22.1M | 0.2% | 220.0K | Added |
| 83 | APDAIR PRODS & CHEMS INC | $21.9M | 0.2% | 75.5K | Added |
| 84 | CSXCSX CORP | $21.8M | 0.2% | 530.0K | Added |
| 85 | RENAISSANCERE HLDGS LTD | $20.8M | 0.2% | 70.0K | — |
| 86 | PMPHILIP MORRIS INTL INC | $18.9M | 0.2% | 114.5K | — |
| 87 | FIXCOMFORT SYS USA INC | $17.9M | 0.2% | 13.0K | — |
| 88 | COFCAPITAL ONE FINL CORP | $16.6M | 0.1% | 91.0K | — |
| 89 | WFCWELLS FARGO CO NEW | $16.3M | 0.1% | 204.4K | — |
| 90 | HSYHERSHEY CO | $15.6M | 0.1% | 75.0K | Added |
| 91 | HXLHEXCEL CORP NEW | $15.3M | 0.1% | 189.0K | — |
| 92 | PEPPEPSICO INC | $14.9M | 0.1% | 96.2K | — |
| 93 | BANK NEW YORK MELLON CORP | $14.8M | 0.1% | 124.5K | Added |
| 94 | CMECME GROUP INC | $14.7M | 0.1% | 49.8K | Added |
| 95 | PAYXPAYCHEX INC | $13.8M | 0.1% | 150.0K | — |
| 96 | SEICSEI INVTS CO | $13.6M | 0.1% | 173.2K | — |
| 97 | CARRCARRIER GLOBAL CORPORATION | $13.2M | 0.1% | 235.0K | — |
| 98 | EFXEQUIFAX INC | $13.1M | 0.1% | 72.8K | — |
| 99 | SPOTIFY TECHNOLOGY S A | $12.6M | 0.1% | 25.9K | — |
| 100 | BF.BBROWN FORMAN CORP | $12.5M | 0.1% | 474.2K | — |
| 101 | AMATAPPLIED MATLS INC | $12.4M | 0.1% | 36.4K | Added |
| 102 | CBOECBOE GLOBAL MKTS INC | $12.3M | 0.1% | 43.7K | Added |
| 103 | SHOPSHOPIFY INC | $12.2M | 0.1% | 102.8K | — |
| 104 | HIIHUNTINGTON INGALLS INDS INC | $10.4M | 0.1% | 27.5K | Added |
| 105 | UBERUBER TECHNOLOGIES INC | $10.3M | 0.1% | 142.5K | Added |
| 106 | SMGSCOTTS MIRACLE-GRO CO | $10.2M | 0.1% | 168.0K | — |
| 107 | MELIMERCADOLIBRE INC | $9.4M | 0.1% | 5.5K | New |
| 108 | OTISOTIS WORLDWIDE CORP | $8.8M | 0.1% | 114.6K | — |
| 109 | IQVIQVIA HLDGS INC | $8.0M | 0.1% | 46.9K | — |
| 110 | EXXON MOBIL CORP | $8.0M | 0.1% | 47.0K | Added |
| 111 | EPDENTERPRISE PRODS PARTNERS L | $7.6M | 0.1% | 202.0K | New |
| 112 | SONY GROUP CORP | $6.9M | 0.1% | 335.0K | — |
| 113 | EMNEASTMAN CHEM CO | $5.7M | 0.0% | 75.0K | — |
| 114 | KMXCARMAX INC | $5.7M | 0.0% | 136.5K | — |
| 115 | CANADIAN NATL RY CO | $5.5M | 0.0% | 53.5K | Added |
| 116 | GHCGRAHAM HLDGS CO | $5.5M | 0.0% | 5.2K | — |
| 117 | UNHUNITEDHEALTH GROUP INC | $5.1M | 0.0% | 18.7K | Reduced |
| 118 | NSPINSPERITY INC | $4.9M | 0.0% | 181.3K | Added |
| 119 | CANADIAN PACIFIC KANSAS CITY | $4.7M | 0.0% | 59.5K | Added |
| 120 | ICEINTERCONTINENTAL EXCHANGE IN | $4.5M | 0.0% | 28.9K | Added |
| 121 | WRBBERKLEY W R CORP | $4.0M | 0.0% | 60.8K | — |
| 122 | BCBRUNSWICK CORP | $3.7M | 0.0% | 51.3K | Added |
| 123 | MGMMGM RESORTS INTERNATIONAL | $3.2M | 0.0% | 87.5K | — |
| 124 | EXPEAGLE MATLS INC | $2.8M | 0.0% | 14.8K | — |
| 125 | AYIACUITY INC | $2.7M | 0.0% | 9.8K | — |
| 126 | SYYSYSCO CORP | $2.2M | 0.0% | 30.5K | — |
| 127 | DPZDOMINOS PIZZA INC | $2.0M | 0.0% | 5.5K | — |
| 128 | BROBROWN & BROWN INC | $912,940 | 0.0% | 14.0K | Added |
| 129 | WYWEYERHAEUSER CO MTN BE | $427,525 | 0.0% | 17.5K | New |
Sold out (Q1 2026)
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 Q1 2026, not today. Not investment advice.