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Markel Group Portfolio holdings

AUM $13.1B
1-Year Est. Return 15.62%
This Fund
S&P 500
This Quarter Est. Return
+10.98%
1 Year Est. Return
+15.62%
3 Year Est. Return
+68.04%
5 Year Est. Return
+83.51%
10 Year Est. Return
+378.4%
AUM
$13.1B
AUM Growth
+$1.19B
Cap. Flow
+$80.1M
Cap. Flow %
0.61%
Top 10 Hldgs %
42.92%
Holding
132
New
3
Increased
24
Reduced
3
Closed
2
Avg Time Held
30.9 quarters
Top 10 Avg Time Held
22.4 quarters
Top 20 Avg Time Held
27.7 quarters

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$31.7M
2
FNV icon
Franco-Nevada
FNV
+$15.2M
3
EPD icon
Enterprise Products Partners
EPD
+$13.8M
4
WSO icon
Watsco Inc
WSO
+$6.26M
5
ZTS icon
Zoetis
ZTS
+$6.23M

Top Sells

Rank Stock Value
1
SMG icon
ScottsMiracle-Gro
SMG
+$10.2M
2
ADI icon
Analog Devices
ADI
+$9.33M
3
META icon
Meta Platforms (Facebook)
META
+$8.65M
4
UNH icon
UnitedHealth
UNH
+$5.06M
5
CMCSA icon
Comcast
CMCSA
+$4.12M

Sector Composition

Rank Sector Weight
1 Financials 40.79%
2 Industrials 16.65%
3 Communication Services 11.71%
4 Consumer Discretionary 10.64%
5 Technology 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
SBUX icon
51
Starbucks
SBUX
$104B
$63.7M 0.49%
623,818
– –
2016 Q4
38 quarters
ROL icon
52
Rollins
ROL
$15.4B
$63.3M 0.48%
1,516,525
+18,500
+1% +$945K
2013 Q4
50 quarters
THG icon
53
Hanover Insurance
THG
$7.77B
$60.2M 0.46%
281,000
– –
2022 Q1
17 quarters
ITIC icon
54
Investors Title Co
ITIC
$548M
$58.4M 0.44%
213,300
– –
2013 Q2
52 quarters
CG icon
55
Carlyle Group
CG
$13.3B
$55.9M 0.43%
1,327,000
– –
2013 Q2
52 quarters
TSN icon
56
Tyson Foods
TSN
$18.8B
$52.3M 0.4%
913,500
+24,000
+3% +$1.5M
2016 Q4
38 quarters
SPGI icon
57
S&P Global
SPGI
$122B
$47.9M 0.37%
117,690
– –
2016 Q2
40 quarters
AON icon
58
Aon
AON
$58.5B
$45M 0.34%
135,800
– –
2015 Q2
44 quarters
UNP icon
59
Union Pacific
UNP
$168B
$43.8M 0.33%
161,028
+10,750
+7% +$2.82M
2015 Q4
42 quarters
FERG icon
60
Ferguson
FERG
$43B
$42.8M 0.33%
180,200
+9,500
+6% +$2.29M
2023 Q3
11 quarters
RTX icon
61
RTX Corp
RTX
$245B
$42.5M 0.32%
224,000
– –
2024 Q4
6 quarters
CSCO icon
62
Cisco
CSCO
$454B
$41.8M 0.32%
355,500
– –
2016 Q1
41 quarters
MELI icon
63
Mercado Libre
MELI
$96B
$40.7M 0.31%
24,000
+18,550
+340% +$31.7M
2026 Q1
1 quarter
YUM icon
64
Yum! Brands
YUM
$40.4B
$39.2M 0.3%
245,213
– –
2024 Q1
9 quarters
MAR icon
65
Marriott International
MAR
$96.3B
$36.9M 0.28%
99,500
+5,750
+6% +$2.12M
2024 Q1
9 quarters
ALL icon
66
Allstate
ALL
$59.8B
$36.8M 0.28%
154,550
– –
2020 Q4
22 quarters
TMO icon
67
Thermo Fisher Scientific
TMO
$245B
$36.6M 0.28%
73,100
+6,000
+9% +$2.88M
2021 Q4
18 quarters
COST icon
68
Costco
COST
$425B
$36.6M 0.28%
39,150
– –
2013 Q2
52 quarters
HGTY icon
69
Hagerty
HGTY
$1.69B
$35.9M 0.27%
3,108,000
– –
2021 Q4
18 quarters
TROW icon
70
T. Rowe Price
TROW
$21.6B
$35.7M 0.27%
314,000
– –
2013 Q2
52 quarters
URI icon
71
United Rentals
URI
$66B
$35.3M 0.27%
31,150
– –
2023 Q3
11 quarters
ABNB icon
72
Airbnb
ABNB
$96.7B
$34.7M 0.26%
242,389
– –
2024 Q3
7 quarters
LMT icon
73
Lockheed Martin
LMT
$117B
$33.2M 0.25%
65,213
– –
2021 Q1
21 quarters
HCA icon
74
HCA Healthcare
HCA
$99.2B
$32.9M 0.25%
84,366
+1,936
+2% +$818K
2023 Q3
11 quarters
SHW icon
75
Sherwin-Williams
SHW
$78.3B
$32.4M 0.25%
94,172
– –
2018 Q4
30 quarters
1 2
3
4 5

Similar funds

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Markel Group's Q2 2026 Portfolio in Review

As of Q2 2026, Markel Group held 132 positions worth $13.1B, up 10% from $11.9B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 3.8%. Markel Group opened 3 new positions and exited 2, leaving the 132-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 41% of assets, down from 43% a quarter earlier, followed by Industrials and Communication Services.

  • Markel Group's largest Q2 2026 buy was Zoetis: 66,195 shares worth $4.76M.
  • Markel Group added most to Mercado Libre in Q2 2026, an estimated $31.7M increase.
  • Markel Group's biggest Q2 2026 reduction was Analog Devices, cutting an estimated $9.33M.
  • Markel Group fully exited ScottsMiracle-Gro in Q2 2026, selling an estimated $10.2M.
  • Markel Group's ten largest holdings make up 43% of its $13.1B portfolio in Q2 2026.
  • Markel Group opened 3 new positions and closed 2 in Q2 2026.
  • Markel Group's portfolio value rose 10% quarter-over-quarter to $13.1B.

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