Markel Group’s Home Depot HD Stock Holding History

Markel Group’s Portfolio HD Stock Details HD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$325M	Buy	922,500 +2,500	+0.3%	+$813K	2.48%	12
2026 Q1	$303M	Hold	920,000	–	–	2.53%	11
2025 Q4	$317M	Hold	920,000	–	–	2.52%	9
2025 Q3	$373M	Hold	920,000	–	–	3.03%	7
2025 Q2	$337M	Hold	920,000	–	–	2.85%	8
2025 Q1	$337M	Hold	920,000	–	–	2.99%	8
2024 Q4	$358M	Hold	920,000	–	–	3.15%	7
2024 Q3	$373M	Hold	920,000	–	–	3.36%	6
2024 Q2	$317M	Hold	920,000	–	–	3.12%	6
2024 Q1	$353M	Hold	920,000	–	–	3.48%	6
2023 Q4	$319M	Hold	920,000	–	–	3.47%	6
2023 Q3	$278M	Hold	920,000	–	–	3.36%	5
2023 Q2	$286M	Hold	920,000	–	–	3.4%	6
2023 Q1	$272M	Hold	920,000	–	–	3.45%	6
2022 Q4	$291M	Hold	920,000	–	–	3.9%	4
2022 Q3	$254M	Hold	920,000	–	–	3.75%	5
2022 Q2	$252M	Hold	920,000	–	–	3.61%	5
2022 Q1	$275M	Hold	920,000	–	–	3.27%	7
2021 Q4	$382M	Hold	920,000	–	–	4.37%	5
2021 Q3	$302M	Hold	920,000	–	–	3.82%	7
2021 Q2	$293M	Hold	920,000	–	–	3.71%	7
2021 Q1	$281M	Hold	920,000	–	–	3.89%	8
2020 Q4	$244M	Hold	920,000	–	–	3.64%	6
2020 Q3	$255M	Hold	920,000	–	–	4.33%	5
2020 Q2	$230M	Hold	920,000	–	–	4.29%	5
2020 Q1	$172M	Hold	920,000	–	–	3.23%	7
2019 Q4	$201M	Hold	920,000	–	–	2.79%	8
2019 Q3	$213M	Hold	920,000	–	–	3.23%	7
2019 Q2	$191M	Hold	920,000	–	–	2.94%	8
2019 Q1	$177M	Hold	920,000	–	–	2.96%	8
2018 Q4	$158M	Hold	920,000	–	–	3.02%	9
2018 Q3	$191M	Hold	920,000	–	–	3.21%	8
2018 Q2	$179M	Hold	920,000	–	–	3.29%	8
2018 Q1	$164M	Hold	920,000	–	–	3.12%	9
2017 Q4	$174M	Hold	920,000	–	–	3.29%	8
2017 Q3	$150M	Hold	920,000	–	–	3%	9
2017 Q2	$141M	Hold	920,000	–	–	3.01%	9
2017 Q1	$135M	Hold	920,000	–	–	3.04%	9
2016 Q4	$123M	Hold	920,000	–	–	2.97%	9
2016 Q3	$118M	Hold	920,000	–	–	3.05%	8
2016 Q2	$117M	Hold	920,000	–	–	3.1%	8
2016 Q1	$123M	Hold	920,000	–	–	3.3%	8
2015 Q4	$122M	Hold	920,000	–	–	3.29%	8
2015 Q3	$106M	Hold	920,000	–	–	2.8%	8
2015 Q2	$102M	Hold	920,000	–	–	2.55%	9
2015 Q1	$105M	Hold	920,000	–	–	2.64%	9
2014 Q4	$96.6M	Hold	920,000	–	–	2.43%	10
2014 Q3	$84.4M	Hold	920,000	–	–	2.38%	10
2014 Q2	$74.5M	Hold	920,000	–	–	2.12%	13
2014 Q1	$72.8M	Sell	920,000 -15,900	-2%	-$1.26M	2.24%	13
2013 Q4	$77.1M	Sell	935,900 -3,150	-0.3%	-$245K	2.44%	12
2013 Q3	$71.2M	Sell	939,050 -8,748	-0.9%	-$675K	2.44%	11
2013 Q2	$73.4M	Buy	+947,798	New	+$71.2M	2.63%	11

Other funds holding HD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Markel Group's HD Position: Q2 2026 in Review

Markel Group increased its Home Depot (HD) stake by 0.27% in Q2 2026, buying an estimated $813K and bringing the position to 922,500 shares worth $325M. The position accounts for 2.48% of the portfolio, ranked #12.

Markel Group first reported a position in HD in Q2 2013 and has held it in 53 quarters since. The position peaked at $382M in Q4 2021. 2,052 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Markel Group held 922,500 shares of Home Depot worth $325M as of Q2 2026.
Markel Group bought 2,500 Home Depot shares in Q2 2026, an estimated $813K.
Home Depot made up 2.48% of Markel Group's portfolio in Q2 2026, its #12 holding.
Markel Group first reported a position in Home Depot in Q2 2013 and has held it in 53 quarters since.
Markel Group's Home Depot position peaked at $382M in Q4 2021.
2,052 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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