Markel Group’s Brookfield BN Stock Holding History

Markel Group’s Portfolio BN Stock Details BN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$529M	Hold	13,073,609	–	–	4.43%	4
2025 Q4	$600M	Sell	13,073,609 -3	-0%	-$137	4.78%	4
2025 Q3	$598M	Hold	13,073,612	–	–	4.85%	4
2025 Q2	$539M	Hold	13,073,612	–	–	4.56%	3
2025 Q1	$457M	Hold	13,073,612	–	–	4.06%	3
2024 Q4	$501M	Hold	13,073,612	–	–	4.41%	4
2024 Q3	$463M	Hold	13,073,612	–	–	4.17%	3
2024 Q2	$362M	Hold	13,073,612	–	–	3.56%	5
2024 Q1	$365M	Hold	13,073,612	–	–	3.6%	5
2023 Q4	$350M	Hold	13,073,612	–	–	3.8%	4
2023 Q3	$273M	Hold	13,073,612	–	–	3.29%	6
2023 Q2	$293M	Hold	13,073,612	–	–	3.49%	5
2023 Q1	$284M	Hold	13,073,612	–	–	3.61%	5
2022 Q4	$274M	Sell	13,073,612 -3,098,445	-19%	-$69.5M	3.68%	5
2022 Q3	$356M	Hold	16,172,057	–	–	5.26%	3
2022 Q2	$388M	Hold	16,172,057	–	–	5.54%	3
2022 Q1	$493M	Hold	16,172,057	–	–	5.85%	3
2021 Q4	$526M	Hold	16,172,057	–	–	6.02%	1
2021 Q3	$466M	Hold	16,172,057	–	–	5.9%	1
2021 Q2	$444M	Sell	16,172,057 -100,499	-0.6%	-$2.57M	5.62%	2
2021 Q1	$388M	Buy	16,272,556 +4,447	+0%	+$99.2K	5.36%	3
2020 Q4	$359M	Buy	16,268,109 +11,024	+0.1%	+$221K	5.35%	2
2020 Q3	$288M	Hold	16,257,085	–	–	4.88%	4
2020 Q2	$286M	Sell	16,257,085 -1	-0%	-$18	5.33%	2
2020 Q1	$257M	Buy	16,257,086 +16,256	+0.1%	+$334K	4.83%	4
2019 Q4	$335M	Buy	16,240,830 +35,034	+0.2%	+$698K	4.65%	4
2019 Q3	$307M	Buy	16,205,796 +49,889	+0.3%	+$903K	4.64%	4
2019 Q2	$275M	Buy	16,155,907 +74,693	+0.5%	+$1.26M	4.23%	4
2019 Q1	$268M	Buy	16,081,214 +178,113	+1%	+$2.77M	4.49%	4
2018 Q4	$218M	Buy	15,903,101 +28,308	+0.2%	+$422K	4.16%	4
2018 Q3	$252M	Buy	15,874,793 +125,618	+0.8%	+$1.91M	4.25%	4
2018 Q2	$228M	Buy	15,749,175 +207,683	+1%	+$2.96M	4.18%	4
2018 Q1	$216M	Buy	15,541,492 +306,338	+2%	+$4.43M	4.11%	4
2017 Q4	$237M	Hold	15,235,154	–	–	4.47%	4
2017 Q3	$224M	Buy	15,235,154 +210,205	+1%	+$2.95M	4.47%	4
2017 Q2	$210M	Buy	15,024,949 +297,090	+2%	+$4M	4.48%	4
2017 Q1	$192M	Buy	14,727,859 +297,090	+2%	+$3.76M	4.32%	4
2016 Q4	$170M	Buy	14,430,769 +100,898	+0.7%	+$1.23M	4.1%	6
2016 Q3	$180M	Buy	14,329,871 +84,082	+0.6%	+$1.03M	4.64%	4
2016 Q2	$168M	Sell	14,245,789 -128,837	-0.9%	-$1.54M	4.43%	5
2016 Q1	$176M	Buy	14,374,626 +14,808	+0.1%	+$160K	4.71%	5
2015 Q4	$159M	Buy	14,359,818 +68,341	+0.5%	+$802K	4.3%	6
2015 Q3	$158M	Buy	14,291,477 +51,257	+0.4%	+$598K	4.16%	6
2015 Q2	$175M	Buy	14,240,220 +61,220	+0.4%	+$779K	4.36%	6
2015 Q1	$178M	Buy	14,179,000 +25,628	+0.2%	+$318K	4.5%	5
2014 Q4	$166M	Buy	14,153,372 +115,327	+0.8%	+$1.3M	4.18%	4
2014 Q3	$148M	Buy	14,038,045 +93,970	+0.7%	+$1.01M	4.17%	4
2014 Q2	$144M	Buy	13,944,075 +281,910	+2%	+$2.82M	4.1%	6
2014 Q1	$131M	Sell	13,662,165 -81,263	-0.6%	-$740K	4.01%	6
2013 Q4	$125M	Buy	13,743,428 +222,269	+2%	+$2.02M	3.95%	5
2013 Q3	$118M	Buy	13,521,159 +209,797	+2%	+$1.79M	4.06%	5
2013 Q2	$112M	Buy	+13,311,362	New	+$114M	4.02%	5

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Markel Group's BN Position: Q1 2026 in Review

Markel Group held its Brookfield (BN) position steady in Q1 2026 at 13,073,609 shares worth $529M. The position accounts for 4.43% of the portfolio, ranked #4.

Markel Group first reported a position in BN in Q2 2013 and has held it in 52 quarters since. The position peaked at $600M in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Markel Group held 13,073,609 shares of Brookfield worth $529M as of Q1 2026.
Markel Group left its Brookfield share count unchanged in Q1 2026.
Brookfield made up 4.43% of Markel Group's portfolio in Q1 2026, its #4 holding.
Markel Group first reported a position in Brookfield in Q2 2013 and has held it in 52 quarters since.
Markel Group's Brookfield position peaked at $600M in Q4 2025.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on Markel Group's 13F filing for Q1 2026, filed 1 May 2026.