Markel Group’s Ferguson FERG Stock Holding History

Markel Group’s Portfolio FERG Stock Details FERG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$41M	Buy	184,200 +4,000	+2%	+$926K	0.32%	63
2026 Q2	$42.8M	Buy	180,200 +9,500	+6%	+$2.29M	0.33%	60
2026 Q1	$39.8M	Buy	170,700 +7,200	+4%	+$1.75M	0.33%	60
2025 Q4	$36.4M	Buy	163,500 +16,500	+11%	+$3.94M	0.29%	62
2025 Q3	$33M	Buy	147,000 +12,500	+9%	+$2.83M	0.27%	67
2025 Q2	$29.3M	Buy	134,500 +11,500	+9%	+$2.12M	0.25%	71
2025 Q1	$19.7M	Buy	123,000 +17,000	+16%	+$2.95M	0.18%	80
2024 Q4	$18.4M	Buy	106,000 +21,500	+25%	+$4.27M	0.16%	82
2024 Q3	$16.8M	Buy	84,500 +14,000	+20%	+$2.84M	0.15%	88
2024 Q2	$13.7M	Buy	70,500 +13,000	+23%	+$2.73M	0.13%	87
2024 Q1	$12.6M	Buy	57,500 +19,000	+49%	+$3.79M	0.12%	90
2023 Q4	$7.43M	Buy	38,500 +32,500	+542%	+$5.48M	0.08%	102
2023 Q3	$987K	Buy	+6,000	New	+$947K	0.01%	131

Other funds holding FERG

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Markel Group's FERG Position: Q3 2026 in Review

Markel Group increased its Ferguson (FERG) stake by 2.2% in Q3 2026, buying an estimated $926K and bringing the position to 184,200 shares worth $41M. The position accounts for 0.32% of the portfolio, ranked #63.

Markel Group first reported a position in FERG in Q3 2023 and has held it in 13 quarters since. The position peaked at $42.8M in Q2 2026. 305 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

Markel Group held 184,200 shares of Ferguson worth $41M as of Q3 2026.
Markel Group bought 4,000 Ferguson shares in Q3 2026, an estimated $926K.
Ferguson made up 0.32% of Markel Group's portfolio in Q3 2026, its #63 holding.
Markel Group first reported a position in Ferguson in Q3 2023 and has held it in 13 quarters since.
Markel Group's Ferguson position peaked at $42.8M in Q2 2026.
305 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Markel Group's 13F filing for Q3 2026, filed 30 Oct 2026.