Markel Group’s Philip Morris PM Stock Holding History

Markel Group’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.7M	Hold	114,500	–	–	0.16%	87
2026 Q1	$18.9M	Hold	114,500	–	–	0.16%	86
2025 Q4	$18.4M	Hold	114,500	–	–	0.15%	85
2025 Q3	$18.6M	Hold	114,500	–	–	0.15%	85
2025 Q2	$20.9M	Hold	114,500	–	–	0.18%	80
2025 Q1	$18.2M	Hold	114,500	–	–	0.16%	83
2024 Q4	$13.8M	Hold	114,500	–	–	0.12%	96
2024 Q3	$13.9M	Hold	114,500	–	–	0.13%	96
2024 Q2	$11.6M	Hold	114,500	–	–	0.11%	93
2024 Q1	$10.5M	Hold	114,500	–	–	0.1%	99
2023 Q4	$10.8M	Hold	114,500	–	–	0.12%	93
2023 Q3	$10.6M	Hold	114,500	–	–	0.13%	89
2023 Q2	$11.2M	Hold	114,500	–	–	0.13%	91
2023 Q1	$11.1M	Hold	114,500	–	–	0.14%	92
2022 Q4	$11.6M	Hold	114,500	–	–	0.16%	92
2022 Q3	$9.51M	Hold	114,500	–	–	0.14%	94
2022 Q2	$11.3M	Hold	114,500	–	–	0.16%	90
2022 Q1	$10.8M	Hold	114,500	–	–	0.13%	91
2021 Q4	$10.9M	Hold	114,500	–	–	0.12%	91
2021 Q3	$10.9M	Hold	114,500	–	–	0.14%	89
2021 Q2	$11.3M	Hold	114,500	–	–	0.14%	89
2021 Q1	$10.2M	Hold	114,500	–	–	0.14%	89
2020 Q4	$9.48M	Hold	114,500	–	–	0.14%	90
2020 Q3	$8.59M	Hold	114,500	–	–	0.15%	89
2020 Q2	$8.02M	Hold	114,500	–	–	0.15%	89
2020 Q1	$8.35M	Hold	114,500	–	–	0.16%	100
2019 Q4	$9.74M	Hold	114,500	–	–	0.14%	106
2019 Q3	$8.69M	Hold	114,500	–	–	0.13%	107
2019 Q2	$8.99M	Hold	114,500	–	–	0.14%	104
2019 Q1	$10.1M	Hold	114,500	–	–	0.17%	98
2018 Q4	$7.64M	Hold	114,500	–	–	0.15%	100
2018 Q3	$9.34M	Hold	114,500	–	–	0.16%	94
2018 Q2	$9.24M	Hold	114,500	–	–	0.17%	91
2018 Q1	$11.4M	Hold	114,500	–	–	0.22%	86
2017 Q4	$12.1M	Hold	114,500	–	–	0.23%	82
2017 Q3	$12.7M	Hold	114,500	–	–	0.25%	77
2017 Q2	$13.4M	Hold	114,500	–	–	0.29%	76
2017 Q1	$12.9M	Hold	114,500	–	–	0.29%	72
2016 Q4	$10.5M	Hold	114,500	–	–	0.25%	73
2016 Q3	$11.1M	Hold	114,500	–	–	0.29%	69
2016 Q2	$11.6M	Hold	114,500	–	–	0.31%	66
2016 Q1	$11.2M	Hold	114,500	–	–	0.3%	63
2015 Q4	$10.1M	Hold	114,500	–	–	0.27%	69
2015 Q3	$9.08M	Hold	114,500	–	–	0.24%	75
2015 Q2	$9.18M	Hold	114,500	–	–	0.23%	77
2015 Q1	$8.63M	Hold	114,500	–	–	0.22%	77
2014 Q4	$9.33M	Hold	114,500	–	–	0.23%	71
2014 Q3	$9.55M	Hold	114,500	–	–	0.27%	68
2014 Q2	$9.65M	Hold	114,500	–	–	0.28%	67
2014 Q1	$9.37M	Hold	114,500	–	–	0.29%	60
2013 Q4	$9.98M	Hold	114,500	–	–	0.32%	57
2013 Q3	$9.91M	Sell	114,500 -2,200	-2%	-$192K	0.34%	56
2013 Q2	$10.1M	Buy	+116,700	New	+$10.8M	0.36%	54

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Markel Group's PM Position: Q2 2026 in Review

Markel Group held its Philip Morris (PM) position steady in Q2 2026 at 114,500 shares worth $20.7M. The position accounts for 0.16% of the portfolio, ranked #87.

Markel Group first reported a position in PM in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.9M in Q2 2025. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Markel Group held 114,500 shares of Philip Morris worth $20.7M as of Q2 2026.
Markel Group left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.16% of Markel Group's portfolio in Q2 2026, its #87 holding.
Markel Group first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
Markel Group's Philip Morris position peaked at $20.9M in Q2 2025.
1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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