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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Markel Group's FERG Position: Q1 2026 in Review

Markel Group increased its Ferguson (FERG) stake by 4.4% in Q1 2026, buying an estimated $1.75M and bringing the position to 170,700 shares worth $39.8M. The position accounts for 0.33% of the portfolio, ranked #60.

Markel Group first reported a position in FERG in Q3 2023 and has held it in 11 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

Markel Group held 170,700 shares of Ferguson worth $39.8M as of Q1 2026.
Markel Group bought 7,200 Ferguson shares in Q1 2026, an estimated $1.75M.
Ferguson made up 0.33% of Markel Group's portfolio in Q1 2026, its #60 holding.
Markel Group first reported a position in Ferguson in Q3 2023 and has held it in 11 quarters since.
927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

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