Markel Group
What Markel Group held at the end of Q2 2026, from its 13F filed on 2026-07-31, against Q1 2026. US-listed shares only. Its filings at the SEC ›
Value
$13.13B
Q2 2026
Positions
130
shares, no options
Top 10
43%
of the portfolio
Changes
+25 / −5
3 new, 2 sold out
Holdings at the end of Q2 2026
| Company | Share of portfolio | Shares | Value | Change |
|---|---|---|---|---|
| GOOGALPHABET INC · CAP STK CL C | 7.40% | 2,749,860 | $971.61M | Unchanged |
| BRK-ABERKSHIRE HATHAWAY INC DEL · CL A | 6.35% | 1,114 | $834.22M | Unchanged |
| BRK-BBERKSHIRE HATHAWAY INC DEL · CL B NEW | 5.84% | 1,531,971 | $766.58M | Unchanged |
| DEDEERE & CO | 4.24% | 877,900 | $556.88M | Unchanged |
| BNBROOKFIELD CORP · CL A LTD VT SH | 4.24% | 13,073,609 | $556.81M | Unchanged |
| AMZNAMAZON COM INC | 3.69% | 2,030,760 | $484.01M | Unchanged |
| ADIANALOG DEVICES INC | 3.02% | 999,671 | $397.04M | Reduced 2% |
| GSGOLDMAN SACHS GROUP INC | 2.77% | 359,360 | $363.45M | Unchanged |
| AAPLAPPLE INC | 2.70% | 1,227,290 | $355.13M | Unchanged |
| CATCATERPILLAR INC | 2.67% | 328,650 | $349.98M | Unchanged |
| VVISA INC · COM CL A | 2.65% | 1,013,912 | $347.86M | Added 1% |
| HDHOME DEPOT INC | 2.48% | 922,500 | $325.35M | Unchanged |
| WSOWATSCO INC | 1.90% | 597,750 | $249.10M | Added 3% |
| TXNTEXAS INSTRS INC | 1.64% | 724,000 | $215.80M | Unchanged |
| BLKBLACKROCK INC | 1.61% | 220,200 | $211.74M | Unchanged |
| GOOGLALPHABET INC · CAP STK CL A | 1.56% | 572,000 | $204.42M | Unchanged |
| MSFTMICROSOFT CORP | 1.53% | 537,630 | $200.55M | Unchanged |
| DISDISNEY WALT CO | 1.49% | 2,031,665 | $195.55M | Unchanged |
| AXPAMERICAN EXPRESS CO | 1.26% | 490,450 | $165.89M | Unchanged |
| LOWLOWES COS INC | 1.26% | 751,980 | $165.80M | Added 2% |
| PGRPROGRESSIVE CORP | 1.25% | 753,750 | $164.66M | Unchanged |
| FNVFRANCO NEV CORP | 1.23% | 773,500 | $161.23M | Added 9% |
| LPLALPL FINL HLDGS INC | 1.20% | 559,951 | $157.73M | Unchanged |
| JNJJOHNSON & JOHNSON | 1.18% | 610,800 | $155.12M | Unchanged |
| BXBLACKSTONE INC | 1.10% | 1,229,000 | $144.62M | Unchanged |
| RLIRLI CORP | 1.08% | 2,394,544 | $141.45M | Unchanged |
| GDGENERAL DYNAMICS CORP | 1.05% | 391,000 | $138.51M | Unchanged |
| NVONOVO-NORDISK A S · ADR | 1.05% | 2,869,774 | $137.58M | Unchanged |
| KKRKKR & CO INC | 1.01% | 1,451,800 | $133.25M | Unchanged |
| METAMETA PLATFORMS INC · CL A | 1.00% | 234,163 | $131.90M | Reduced 6% |
| SCHWSCHWAB CHARLES CORP | 0.98% | 1,394,800 | $128.70M | Added 1% |
| MRSHMARSH & MCLENNAN COS INC | 0.97% | 763,500 | $127.25M | Unchanged |
| APOAPOLLO GLOBAL MGMT INC | 0.91% | 1,012,500 | $119.79M | Unchanged |
| ADMARCHER DANIELS MIDLAND CO | 0.88% | 1,505,800 | $115.04M | Unchanged |
| LINLINDE PLC · SHS | 0.85% | 215,600 | $111.88M | Added 5% |
| DEODIAGEO PLC · SPON ADR NEW | 0.84% | 1,372,208 | $110.30M | Unchanged |
| MAMASTERCARD INCORPORATED · CL A | 0.81% | 207,540 | $106.59M | Unchanged |
| DGDOLLAR GEN CORP | 0.76% | 869,250 | $100.06M | Unchanged |
| BAMBROOKFIELD ASSET MANAGMT LTD · CL A LMT VTG SHS | 0.75% | 2,193,953 | $98.40M | Unchanged |
| HEI-AHEICO CORP NEW · CL A | 0.75% | 379,644 | $97.91M | Unchanged |
| MCOMOODYS CORP | 0.74% | 213,890 | $96.88M | Unchanged |
| ODFLOLD DOMINION FREIGHT LINE IN | 0.71% | 429,150 | $92.95M | Unchanged |
| NSCNORFOLK SOUTHN CORP | 0.68% | 282,500 | $88.87M | Unchanged |
| ITWILLINOIS TOOL WKS INC | 0.67% | 327,500 | $88.58M | Unchanged |
| JPMJPMORGAN CHASE & CO | 0.63% | 252,550 | $82.67M | Unchanged |
| NVRNVR INC | 0.63% | 12,097 | $82.42M | Unchanged |
| MSCIMSCI INC | 0.61% | 142,850 | $80.00M | Unchanged |
| ROKROCKWELL AUTOMATION INC | 0.58% | 154,900 | $76.69M | Unchanged |
| ECLECOLAB INC | 0.58% | 274,300 | $76.42M | Unchanged |
| SUNBSUNBELT RENTALS HOLDINGS INC · SHS | 0.56% | 974,361 | $72.89M | Added 1% |
| SBUXSTARBUCKS CORP | 0.49% | 623,818 | $63.75M | Unchanged |
| ROLROLLINS INC | 0.48% | 1,516,525 | $63.30M | Added 1% |
| THGHANOVER INS GROUP INC | 0.46% | 281,000 | $60.17M | Unchanged |
| ITICINVESTORS TITLE CO NC | 0.44% | 213,300 | $58.38M | Unchanged |
| CGCARLYLE GROUP INC | 0.43% | 1,327,000 | $55.88M | Unchanged |
| TSNTYSON FOODS INC · CL A | 0.40% | 913,500 | $52.30M | Added 3% |
| SPGIS&P GLOBAL INC | 0.37% | 117,690 | $47.93M | Unchanged |
| AONAON PLC · SHS CL A | 0.34% | 135,800 | $45.04M | Unchanged |
| UNPUNION PAC CORP | 0.33% | 161,028 | $43.80M | Added 7% |
| FERGFERGUSON ENTERPRISES INC · COMMON STOCK NEW | 0.33% | 180,200 | $42.77M | Added 6% |
| RTXRTX CORPORATION | 0.32% | 224,000 | $42.50M | Unchanged |
| CSCOCISCO SYS INC | 0.32% | 355,500 | $41.76M | Unchanged |
| MELIMERCADOLIBRE INC | 0.31% | 24,000 | $40.74M | Added 340% |
| YUMYUM BRANDS INC | 0.30% | 245,213 | $39.20M | Unchanged |
| MARMARRIOTT INTL INC NEW · CL A | 0.28% | 99,500 | $36.87M | Added 6% |
| ALLALLSTATE CORP | 0.28% | 154,550 | $36.77M | Unchanged |
| TMOTHERMO FISHER SCIENTIFIC INC | 0.28% | 73,100 | $36.65M | Added 9% |
| COSTCOSTCO WHOLESALE CORPORATION | 0.28% | 39,150 | $36.62M | Unchanged |
| HGTYHAGERTY INC · CL A COM | 0.27% | 3,108,000 | $35.90M | Unchanged |
| TROWPRICE T ROWE GROUP INC | 0.27% | 314,000 | $35.70M | Unchanged |
| URIUNITED RENTALS INC | 0.27% | 31,150 | $35.29M | Unchanged |
| ABNBAIRBNB INC · COM CL A | 0.26% | 242,389 | $34.69M | Unchanged |
| LMTLOCKHEED MARTIN CORP | 0.25% | 65,213 | $33.22M | Unchanged |
| HCAHCA HEALTHCARE INC | 0.25% | 84,366 | $32.89M | Added 2% |
| SHWSHERWIN WILLIAMS CO | 0.25% | 94,172 | $32.43M | Unchanged |
| FDSFACTSET RESH SYS INC | 0.24% | 135,376 | $31.15M | Unchanged |
| LAMRLAMAR ADVERTISING CO · CL A | 0.23% | 193,000 | $30.10M | Unchanged |
| VRSKVERISK ANALYTICS INC | 0.21% | 155,950 | $28.00M | Unchanged |
| CSXCSX CORP | 0.21% | 584,500 | $27.78M | Added 10% |
| AMATAPPLIED MATLS INC | 0.20% | 36,350 | $26.28M | Unchanged |
| APDAIR PRODUCTS AND CHEMICALS I | 0.20% | 88,500 | $25.95M | Added 17% |
| FIXCOMFORT SYS USA INC | 0.20% | 13,000 | $25.77M | Unchanged |
| CCKCROWN HLDGS INC | 0.19% | 220,000 | $24.60M | Unchanged |
| BF-ABROWN FORMAN CORP · CL A | 0.18% | 843,000 | $23.06M | Unchanged |
| RNRRENAISSANCERE HLDGS LTD | 0.17% | 70,000 | $22.18M | Unchanged |
| EPDENTERPRISE PRODS PARTNERS L | 0.16% | 569,000 | $20.92M | Added 182% |
| PMPHILIP MORRIS INTL INC | 0.16% | 114,500 | $20.71M | Unchanged |
| ACNACCENTURE PLC IRELAND · SHS CLASS A | 0.15% | 159,400 | $19.84M | Unchanged |
| CMCSACOMCAST CORP NEW · CL A | 0.15% | 802,074 | $19.69M | Reduced 17% |
| HXLHEXCEL CORP NEW | 0.14% | 189,000 | $18.91M | Unchanged |
| NKENIKE INC · CL B | 0.14% | 447,400 | $18.37M | Unchanged |
| COFCAPITAL ONE FINL CORP | 0.14% | 91,000 | $18.26M | Unchanged |
| BNYBANK NEW YORK MELLON CORP | 0.14% | 124,500 | $18.00M | Unchanged |
| CARRCARRIER GLOBAL CORPORATION | 0.13% | 235,000 | $17.24M | Unchanged |
| WFCWELLS FARGO & CO | 0.13% | 204,450 | $16.90M | Unchanged |
| SEICSEI INVTS CO | 0.12% | 173,200 | $15.19M | Unchanged |
| PAYXPAYCHEX INC | 0.11% | 150,000 | $14.75M | Unchanged |
| HSYHERSHEY CO | 0.10% | 75,000 | $13.16M | Unchanged |
| PEPPEPSICO INC | 0.10% | 96,210 | $13.03M | Unchanged |
| BF-BBROWN FORMAN CORP · CL B | 0.10% | 474,187 | $12.64M | Unchanged |
| SPOTSPOTIFY TECHNOLOGY S A · SHS | 0.09% | 25,900 | $11.89M | Unchanged |
| SHOPSHOPIFY INC · CL A SUB VTG SHS | 0.09% | 102,750 | $11.73M | Unchanged |
| EFXEQUIFAX INC | 0.09% | 72,850 | $11.56M | Unchanged |
| CMECME GROUP INC | 0.08% | 49,750 | $10.99M | Unchanged |
| CBOECBOE GLOBAL MKTS INC | 0.08% | 43,700 | $10.60M | Unchanged |
| UBERUBER TECHNOLOGIES INC | 0.08% | 142,500 | $10.28M | Unchanged |
| OTISOTIS WORLDWIDE CORP | 0.07% | 133,620 | $9.57M | Added 17% |
| IQVIQVIA HLDGS INC | 0.07% | 46,900 | $9.06M | Unchanged |
| HIIHUNTINGTON INGALLS INDS INC | 0.06% | 27,500 | $7.70M | Unchanged |
| EXXON MOBIL CORP | 0.06% | 56,100 | $7.67M | Added 19% |
| NSPINSPERITY INC | 0.06% | 181,336 | $7.49M | Unchanged |
| KMXCARMAX INC | 0.05% | 136,500 | $7.22M | Unchanged |
| SONYSONY GROUP CORP · SPONSORED ADR | 0.05% | 335,000 | $6.72M | Unchanged |
| CNICANADIAN NATL RY CO | 0.05% | 53,500 | $6.38M | Unchanged |
| CPCANADIAN PACIFIC KANSAS CITY | 0.05% | 73,000 | $6.33M | Added 23% |
| GHCGRAHAM HLDGS CO · COM CL B | 0.05% | 5,200 | $5.94M | Unchanged |
| EMNEASTMAN CHEM CO | 0.04% | 74,950 | $5.02M | Unchanged |
| ZTSZOETIS INC · CL A | 0.04% | 66,195 | $4.76M | New |
| BCBRUNSWICK CORP | 0.03% | 51,250 | $4.32M | Unchanged |
| WRBBERKLEY W R CORP | 0.03% | 60,750 | $4.28M | Unchanged |
| MGMMGM RESORTS INTERNATIONAL | 0.03% | 87,500 | $4.18M | Unchanged |
| AYIACUITY INC | 0.03% | 9,750 | $3.67M | Unchanged |
| ICEINTERCONTINENTAL EXCHANGE IN | 0.03% | 28,870 | $3.55M | Unchanged |
| EXPEAGLE MATLS INC | 0.03% | 14,750 | $3.32M | Unchanged |
| WYWEYERHAEUSER CO | 0.02% | 120,000 | $2.87M | Added 586% |
| NFLXNETFLIX INC. | 0.02% | 40,000 | $2.86M | New |
| SYYSYSCO CORP | 0.02% | 30,500 | $2.55M | Unchanged |
| DPZDOMINOS PIZZA INC | 0.01% | 5,500 | $1.63M | Unchanged |
| BROBROWN & BROWN INC | 0.01% | 14,000 | $898,100 | Unchanged |
| UFPIUFP INDUSTRIES INC | 0.00% | 4,000 | $362,960 | New |
Sold out in Q2 2026
SMGUNH
Two years of filings
| Quarter | Positions | Value | Filed |
|---|---|---|---|
| 2026-06-30 | 130 positions | $13.13B | 2026-07-31 |
| 2026-03-31 | 129 positions | $11.94B | 2026-05-01 |
| 2025-12-31 | 128 positions | $12.54B | 2026-02-06 |
| 2025-09-30 | 129 positions | $12.32B | 2025-10-31 |
| 2025-06-30 | 137 positions | $11.83B | 2025-08-01 |
| 2025-03-31 | 135 positions | $11.26B | 2025-05-02 |
| 2024-12-31 | 132 positions | $11.34B | 2025-02-07 |
| 2024-09-30 | 132 positions | $11.11B | 2024-11-01 |
How to read it
A 13F lists US-listed shares and options at a quarter's end, filed up to 45 days later. “Added” and “reduced” compare the share counts of two quarter-ends; a correcting amendment replaces the original. Short positions, cash and holdings outside the US are not in it. None of this is advice.