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Markel Group Portfolio holdings

AUM $13.1B
1-Year Est. Return 15.62%
This Fund
S&P 500
This Quarter Est. Return
+10.98%
1 Year Est. Return
+15.62%
3 Year Est. Return
+68.04%
5 Year Est. Return
+83.51%
10 Year Est. Return
+378.4%
AUM
$13.1B
AUM Growth
+$1.19B
Cap. Flow
+$80.1M
Cap. Flow %
0.61%
Top 10 Hldgs %
42.92%
Holding
132
New
3
Increased
24
Reduced
3
Closed
2
Avg Time Held
30.9 quarters
Top 10 Avg Time Held
22.4 quarters
Top 20 Avg Time Held
27.7 quarters

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$31.7M
2
FNV icon
Franco-Nevada
FNV
+$15.2M
3
EPD icon
Enterprise Products Partners
EPD
+$13.8M
4
WSO icon
Watsco Inc
WSO
+$6.26M
5
ZTS icon
Zoetis
ZTS
+$6.23M

Top Sells

Rank Stock Value
1
SMG icon
ScottsMiracle-Gro
SMG
+$10.2M
2
ADI icon
Analog Devices
ADI
+$9.33M
3
META icon
Meta Platforms (Facebook)
META
+$8.65M
4
UNH icon
UnitedHealth
UNH
+$5.06M
5
CMCSA icon
Comcast
CMCSA
+$4.12M

Sector Composition

Rank Sector Weight
1 Financials 40.79%
2 Industrials 16.65%
3 Communication Services 11.71%
4 Consumer Discretionary 10.64%
5 Technology 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
GOOG icon
1
Alphabet (Google) Class C
GOOG
$4.3T
$972M 7.4%
2,749,860
– –
2013 Q2
52 quarters
BRK.A icon
2
Berkshire Hathaway Class A
BRK.A
$1.12T
$834M 6.35%
1,114
– –
2013 Q2
52 quarters
BRK.B icon
3
Berkshire Hathaway Class B
BRK.B
$1.12T
$767M 5.84%
1,531,971
– –
2013 Q2
52 quarters
DE icon
4
Deere & Co
DE
$172B
$557M 4.24%
877,900
– –
2014 Q3
47 quarters
BN icon
5
Brookfield
BN
$82.5B
$557M 4.24%
13,073,609
– –
2013 Q2
52 quarters
AMZN icon
6
Amazon
AMZN
$2.81T
$484M 3.69%
2,030,760
– –
2015 Q4
42 quarters
ADI icon
7
Analog Devices
ADI
$197B
$397M 3.02%
999,671
-23,574
-2% -$9.33M
2016 Q1
41 quarters
GS icon
8
Goldman Sachs
GS
$263B
$363M 2.77%
359,360
– –
2016 Q1
41 quarters
AAPL icon
9
Apple
AAPL
$5.05T
$355M 2.7%
1,227,290
– –
2015 Q2
44 quarters
CAT icon
10
Caterpillar
CAT
$352B
$350M 2.67%
328,650
– –
2013 Q2
52 quarters
V icon
11
Visa
V
$738B
$348M 2.65%
1,013,912
+9,581
+1% +$3.08M
2013 Q2
52 quarters
HD icon
12
Home Depot
HD
$292B
$325M 2.48%
922,500
+2,500
+0.3% +$813K
2013 Q2
52 quarters
WSO icon
13
Watsco Inc
WSO
$11.8B
$249M 1.9%
597,750
+15,581
+3% +$6.26M
2014 Q4
46 quarters
TXN icon
14
Texas Instruments
TXN
$257B
$216M 1.64%
724,000
– –
2016 Q1
41 quarters
BLK icon
15
Blackrock
BLK
$166B
$212M 1.61%
220,200
– –
2013 Q2
52 quarters
GOOGL icon
16
Alphabet (Google) Class A
GOOGL
$4.35T
$204M 1.56%
572,000
– –
2015 Q4
42 quarters
MSFT icon
17
Microsoft
MSFT
$4.07T
$201M 1.53%
537,630
– –
2015 Q4
42 quarters
DIS icon
18
Walt Disney
DIS
$189B
$196M 1.49%
2,031,665
– –
2013 Q2
52 quarters
AXP icon
19
American Express
AXP
$210B
$166M 1.26%
490,450
– –
2013 Q2
52 quarters
LOW icon
20
Lowe's Companies
LOW
$105B
$166M 1.26%
751,980
+13,500
+2% +$3.07M
2013 Q2
52 quarters
PGR icon
21
Progressive
PGR
$129B
$165M 1.25%
753,750
– –
2018 Q1
33 quarters
FNV icon
22
Franco-Nevada
FNV
$46.9B
$161M 1.23%
773,500
+65,000
+9% +$15.2M
2024 Q2
8 quarters
LPLA icon
23
LPL Financial
LPLA
$25.6B
$158M 1.2%
559,951
– –
2022 Q4
14 quarters
JNJ icon
24
Johnson & Johnson
JNJ
$601B
$155M 1.18%
610,800
– –
2013 Q2
52 quarters
BX icon
25
Blackstone
BX
$83.8B
$145M 1.1%
1,229,000
– –
2013 Q2
52 quarters
1
2 3 4 5

Similar funds

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Markel Group's Q2 2026 Portfolio in Review

As of Q2 2026, Markel Group held 132 positions worth $13.1B, up 10% from $11.9B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 3.8%. Markel Group opened 3 new positions and exited 2, leaving the 132-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 41% of assets, down from 43% a quarter earlier, followed by Industrials and Communication Services.

  • Markel Group's largest Q2 2026 buy was Zoetis: 66,195 shares worth $4.76M.
  • Markel Group added most to Mercado Libre in Q2 2026, an estimated $31.7M increase.
  • Markel Group's biggest Q2 2026 reduction was Analog Devices, cutting an estimated $9.33M.
  • Markel Group fully exited ScottsMiracle-Gro in Q2 2026, selling an estimated $10.2M.
  • Markel Group's ten largest holdings make up 43% of its $13.1B portfolio in Q2 2026.
  • Markel Group opened 3 new positions and closed 2 in Q2 2026.
  • Markel Group's portfolio value rose 10% quarter-over-quarter to $13.1B.

Based on Markel Group's 13F filing for Q2 2026, filed 31 Jul 2026.