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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
+6.4%
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
$11.8B
AUM Growth
+$567M
Cap. Flow
+$20.5M
Cap. Flow %
0.17%
Top 10 Hldgs %
39.8%
Holding
138
New
3
Increased
37
Reduced
6
Closed
1
Avg Time Held
27.6 quarters
Top 10 Avg Time Held
24 quarters
Top 20 Avg Time Held
24.9 quarters

Top Buys

Rank Stock Value
1
NVO icon
Novo Nordisk
NVO
+$7.39M
2
FNV icon
Franco-Nevada
FNV
+$7.33M
3
ADBE icon
Adobe
ADBE
+$5.39M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$4.67M
5
ABNB icon
Airbnb
ABNB
+$3.57M

Top Sells

Rank Stock Value
1
MMM icon
3M
MMM
+$25.1M
2
WSO icon
Watsco Inc
WSO
+$11.8M
3
GPK icon
Graphic Packaging
GPK
+$6.64M
4
OI icon
O-I Glass
OI
+$5.12M
5
CABO icon
Cable One
CABO
+$3.16M

Sector Composition

Rank Sector Weight
1 Financials 46.64%
2 Industrials 13.73%
3 Consumer Discretionary 11.36%
4 Communication Services 9.31%
5 Technology 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
SBUX icon
51
Starbucks
SBUX
$105B
$57.2M 0.48%
623,818
– –
2016 Q4
34 quarters
ODFL icon
52
Old Dominion Freight Line
ODFL
$38B
$55.6M 0.47%
342,450
+29,250
+9% +$4.67M
2022 Q2
12 quarters
FDS icon
53
Factset
FDS
$10.3B
$52.2M 0.44%
116,720
– –
2013 Q2
48 quarters
ROK icon
54
Rockwell Automation
ROK
$48B
$51.5M 0.44%
154,900
– –
2015 Q2
40 quarters
VRSK icon
55
Verisk Analytics
VRSK
$23B
$48.6M 0.41%
155,950
– –
2015 Q1
41 quarters
FDX icon
56
FedEx
FDX
$68.8B
$48.4M 0.41%
213,000
– –
2021 Q4
14 quarters
THG icon
57
Hanover Insurance
THG
$7.75B
$47.7M 0.4%
281,000
+1,000
+0.4% +$167K
2022 Q1
13 quarters
ACN icon
58
Accenture
ACN
$131B
$47.6M 0.4%
159,400
– –
2013 Q2
48 quarters
AON icon
59
Aon
AON
$58.3B
$46.3M 0.39%
129,800
+350
+0.3% +$127K
2015 Q2
40 quarters
TSN icon
60
Tyson Foods
TSN
$18.9B
$45.6M 0.39%
816,000
+17,500
+2% +$1.01M
2016 Q4
34 quarters
ITIC icon
61
Investors Title Co
ITIC
$550M
$45.1M 0.38%
213,300
– –
2013 Q2
48 quarters
COST icon
62
Costco
COST
$423B
$38.8M 0.33%
39,150
– –
2013 Q2
48 quarters
CMCSA icon
63
Comcast
CMCSA
$74.1B
$34.3M 0.29%
961,880
– –
2016 Q2
36 quarters
YUM icon
64
Yum! Brands
YUM
$40.1B
$33.6M 0.28%
226,451
+1,000
+0.4% +$146K
2024 Q1
5 quarters
RTX icon
65
RTX Corp
RTX
$247B
$32.7M 0.28%
224,000
– –
2024 Q4
2 quarters
SHW icon
66
Sherwin-Williams
SHW
$78.7B
$32.3M 0.27%
94,172
– –
2018 Q4
26 quarters
NKE icon
67
Nike
NKE
$52.5B
$31.8M 0.27%
447,400
+2,000
+0.4% +$120K
2013 Q2
48 quarters
HGTY icon
68
Hagerty
HGTY
$1.67B
$31.4M 0.27%
3,108,000
– –
2021 Q4
14 quarters
ALL icon
69
Allstate
ALL
$59.8B
$31.1M 0.26%
154,550
– –
2020 Q4
18 quarters
TROW icon
70
T. Rowe Price
TROW
$21.6B
$30.3M 0.26%
314,000
– –
2013 Q2
48 quarters
FERG icon
71
Ferguson
FERG
$43.1B
$29.3M 0.25%
134,500
+11,500
+9% +$2.12M
2023 Q3
7 quarters
LMT icon
72
Lockheed Martin
LMT
$116B
$28.8M 0.24%
62,263
+800
+1% +$374K
2021 Q1
17 quarters
ABNB icon
73
Airbnb
ABNB
$97.6B
$28.1M 0.24%
212,003
+28,183
+15% +$3.57M
2024 Q3
3 quarters
HCA icon
74
HCA Healthcare
HCA
$99.8B
$26.4M 0.22%
68,963
+6,962
+11% +$2.51M
2023 Q3
7 quarters
CSCO icon
75
Cisco
CSCO
$454B
$24.2M 0.21%
349,500
+7,500
+2% +$461K
2016 Q1
37 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 2025 Portfolio in Review

As of Q2 2025, Markel Group held 138 positions worth $11.8B, up 5% from $11.3B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 2.9%. Markel Group opened 3 new positions and exited 1, leaving the 138-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 47% of assets, down from 48% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Markel Group's largest Q2 2025 buy was Adobe: 14,000 shares worth $5.42M.
  • Markel Group added most to Novo Nordisk in Q2 2025, an estimated $7.39M increase.
  • Markel Group's biggest Q2 2025 reduction was 3M, cutting an estimated $25.1M.
  • Markel Group fully exited Cable One in Q2 2025, selling an estimated $3.16M.
  • Markel Group's ten largest holdings make up 40% of its $11.8B portfolio in Q2 2025.
  • Markel Group opened 3 new positions and closed 1 in Q2 2025.
  • Markel Group's portfolio value rose 5% quarter-over-quarter to $11.8B.

Based on Markel Group's 13F filing for Q2 2025, filed 1 Aug 2025.