Markel Group’s Diageo DEO Stock Holding History

Markel Group’s Portfolio DEO Stock Details DEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$102M	Buy	1,372,208 +500	+0%	+$43.6K	0.86%	37
2025 Q4	$118M	Buy	1,371,708 +5,000	+0.4%	+$461K	0.94%	35
2025 Q3	$130M	Hold	1,366,708	–	–	1.06%	32
2025 Q2	$138M	Hold	1,366,708	–	–	1.17%	28
2025 Q1	$143M	Hold	1,366,708	–	–	1.27%	25
2024 Q4	$174M	Hold	1,366,708	–	–	1.53%	22
2024 Q3	$192M	Hold	1,366,708	–	–	1.73%	16
2024 Q2	$172M	Buy	1,366,708 +6,300	+0.5%	+$868K	1.7%	16
2024 Q1	$202M	Buy	1,360,408 +5,700	+0.4%	+$834K	2%	15
2023 Q4	$197M	Buy	1,354,708 +4,500	+0.3%	+$664K	2.15%	13
2023 Q3	$201M	Hold	1,350,208	–	–	2.43%	11
2023 Q2	$234M	Hold	1,350,208	–	–	2.79%	10
2023 Q1	$245M	Hold	1,350,208	–	–	3.11%	7
2022 Q4	$241M	Hold	1,350,208	–	–	3.23%	7
2022 Q3	$229M	Hold	1,350,208	–	–	3.38%	7
2022 Q2	$235M	Hold	1,350,208	–	–	3.36%	6
2022 Q1	$274M	Hold	1,350,208	–	–	3.25%	8
2021 Q4	$297M	Hold	1,350,208	–	–	3.4%	7
2021 Q3	$261M	Hold	1,350,208	–	–	3.29%	8
2021 Q2	$259M	Hold	1,350,208	–	–	3.28%	9
2021 Q1	$222M	Buy	1,350,208 +100	+0%	+$16.4K	3.07%	9
2020 Q4	$214M	Buy	1,350,108 +308	+0%	+$45.9K	3.19%	8
2020 Q3	$186M	Hold	1,349,800	–	–	3.15%	9
2020 Q2	$181M	Hold	1,349,800	–	–	3.38%	9
2020 Q1	$172M	Hold	1,349,800	–	–	3.23%	8
2019 Q4	$227M	Hold	1,349,800	–	–	3.16%	7
2019 Q3	$221M	Hold	1,349,800	–	–	3.33%	6
2019 Q2	$233M	Hold	1,349,800	–	–	3.58%	6
2019 Q1	$221M	Hold	1,349,800	–	–	3.7%	5
2018 Q4	$191M	Hold	1,349,800	–	–	3.66%	6
2018 Q3	$191M	Hold	1,349,800	–	–	3.23%	7
2018 Q2	$194M	Hold	1,349,800	–	–	3.57%	5
2018 Q1	$183M	Hold	1,349,800	–	–	3.47%	6
2017 Q4	$197M	Hold	1,349,800	–	–	3.72%	6
2017 Q3	$178M	Buy	1,349,800 +2,000	+0.1%	+$258K	3.55%	5
2017 Q2	$162M	Buy	1,347,800 +13,000	+1%	+$1.55M	3.44%	7
2017 Q1	$154M	Buy	1,334,800 +12,000	+0.9%	+$1.35M	3.48%	7
2016 Q4	$137M	Buy	1,322,800 +12,000	+0.9%	+$1.26M	3.31%	7
2016 Q3	$152M	Buy	1,310,800 +8,500	+0.7%	+$972K	3.92%	6
2016 Q2	$147M	Buy	1,302,300 +15,600	+1%	+$1.69M	3.87%	7
2016 Q1	$139M	Buy	1,286,700 +2,200	+0.2%	+$233K	3.73%	7
2015 Q4	$140M	Buy	1,284,500 +13,500	+1%	+$1.52M	3.79%	7
2015 Q3	$137M	Buy	1,271,000 +20,000	+2%	+$2.22M	3.61%	7
2015 Q2	$145M	Buy	1,251,000 +3,000	+0.2%	+$341K	3.63%	7
2015 Q1	$138M	Buy	1,248,000 +5,000	+0.4%	+$576K	3.49%	7
2014 Q4	$142M	Buy	1,243,000 +13,000	+1%	+$1.51M	3.57%	8
2014 Q3	$142M	Buy	1,230,000 +14,000	+1%	+$1.7M	4%	5
2014 Q2	$155M	Buy	1,216,000 +14,000	+1%	+$1.76M	4.41%	5
2014 Q1	$150M	Sell	1,202,000 -8,820	-0.7%	-$1.1M	4.6%	4
2013 Q4	$160M	Sell	1,210,820 -1,705	-0.1%	-$218K	5.07%	4
2013 Q3	$154M	Sell	1,212,525 -16,350	-1%	-$2.05M	5.28%	4
2013 Q2	$141M	Buy	+1,228,875	New	+$149M	5.05%	4

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Markel Group's DEO Position: Q1 2026 in Review

Markel Group increased its Diageo (DEO) stake by 0.04% in Q1 2026, buying an estimated $43.6K and bringing the position to 1,372,208 shares worth $102M. The position accounts for 0.86% of the portfolio, ranked #37.

Markel Group first reported a position in DEO in Q2 2013 and has held it in 52 quarters since. The position peaked at $297M in Q4 2021. 742 funds tracked by Wall St. Rank hold DEO as of Q1 2026.

Markel Group held 1,372,208 shares of Diageo worth $102M as of Q1 2026.
Markel Group bought 500 Diageo shares in Q1 2026, an estimated $43.6K.
Diageo made up 0.86% of Markel Group's portfolio in Q1 2026, its #37 holding.
Markel Group first reported a position in Diageo in Q2 2013 and has held it in 52 quarters since.
Markel Group's Diageo position peaked at $297M in Q4 2021.
742 funds tracked by Wall St. Rank held Diageo as of Q1 2026.

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