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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
+2.75%
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
$12.5B
AUM Growth
+$223M
Cap. Flow
+$18.1M
Cap. Flow %
0.14%
Top 10 Hldgs %
41.99%
Holding
130
New
1
Increased
41
Reduced
4
Closed
2
Avg Time Held
30 quarters
Top 10 Avg Time Held
25.7 quarters
Top 20 Avg Time Held
26.5 quarters

Top Buys

Rank Stock Value
1
NVO icon
Novo Nordisk
NVO
+$25.6M
2
FNV icon
Franco-Nevada
FNV
+$15.8M
3
ODFL icon
Old Dominion Freight Line
ODFL
+$9.02M
4
CSX icon
CSX Corp
CSX
+$5.55M
5
NSC icon
Norfolk Southern
NSC
+$4.92M

Top Sells

Rank Stock Value
1
FDX icon
FedEx
FDX
+$50.2M
2
ADI icon
Analog Devices
ADI
+$36.3M
3
META icon
Meta Platforms (Facebook)
META
+$21.4M
4
TRU icon
TransUnion
TRU
+$8.14M
5
ADBE icon
Adobe
ADBE
+$4.94M

Sector Composition

Rank Sector Weight
1 Financials 45.4%
2 Industrials 12.9%
3 Communication Services 11.8%
4 Consumer Discretionary 10.86%
5 Technology 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
ODFL icon
51
Old Dominion Freight Line
ODFL
$37.8B
$66.1M 0.53%
421,650
+62,900
+18% +$9.02M
2022 Q2
14 quarters
ROK icon
52
Rockwell Automation
ROK
$46.9B
$60.3M 0.48%
154,900
– –
2015 Q2
42 quarters
ITIC icon
53
Investors Title Co
ITIC
$542M
$53.2M 0.42%
213,300
– –
2013 Q2
50 quarters
SBUX icon
54
Starbucks
SBUX
$106B
$52.5M 0.42%
623,818
– –
2016 Q4
36 quarters
TSN icon
55
Tyson Foods
TSN
$18.9B
$51.8M 0.41%
884,500
+36,000
+4% +$1.98M
2016 Q4
36 quarters
THG icon
56
Hanover Insurance
THG
$7.8B
$51.4M 0.41%
281,000
– –
2022 Q1
15 quarters
AON icon
57
Aon
AON
$58.4B
$47.3M 0.38%
134,050
+4,250
+3% +$1.48M
2015 Q2
42 quarters
ACN icon
58
Accenture
ACN
$132B
$42.8M 0.34%
159,400
– –
2013 Q2
50 quarters
HGTY icon
59
Hagerty
HGTY
$1.66B
$41.8M 0.33%
3,108,000
– –
2021 Q4
16 quarters
RTX icon
60
RTX Corp
RTX
$250B
$41.1M 0.33%
224,000
– –
2024 Q4
4 quarters
HCA icon
61
HCA Healthcare
HCA
$101B
$37.7M 0.3%
80,680
+5,467
+7% +$2.54M
2023 Q3
9 quarters
FERG icon
62
Ferguson
FERG
$42.3B
$36.4M 0.29%
163,500
+16,500
+11% +$3.94M
2023 Q3
9 quarters
TMO icon
63
Thermo Fisher Scientific
TMO
$249B
$36.4M 0.29%
62,800
+7,000
+13% +$3.96M
2021 Q4
16 quarters
FDS icon
64
Factset
FDS
$10.3B
$35.4M 0.28%
121,873
+5,153
+4% +$1.45M
2013 Q2
50 quarters
VRSK icon
65
Verisk Analytics
VRSK
$23.4B
$34.9M 0.28%
155,950
– –
2015 Q1
43 quarters
YUM icon
66
Yum! Brands
YUM
$39.8B
$34.3M 0.27%
226,451
– –
2024 Q1
7 quarters
COST icon
67
Costco
COST
$432B
$33.8M 0.27%
39,150
– –
2013 Q2
50 quarters
UNP icon
68
Union Pacific
UNP
$168B
$32.7M 0.26%
141,278
+14,500
+11% +$3.31M
2015 Q4
40 quarters
ABNB icon
69
Airbnb
ABNB
$98.1B
$32.6M 0.26%
240,289
+13,156
+6% +$1.64M
2024 Q3
5 quarters
ALL icon
70
Allstate
ALL
$58.9B
$32.2M 0.26%
154,550
– –
2020 Q4
20 quarters
TROW icon
71
T. Rowe Price
TROW
$21.2B
$32.1M 0.26%
314,000
– –
2013 Q2
50 quarters
LMT icon
72
Lockheed Martin
LMT
$119B
$31.2M 0.25%
64,513
+2,250
+4% +$1.08M
2021 Q1
19 quarters
SHW icon
73
Sherwin-Williams
SHW
$78B
$30.5M 0.24%
94,172
– –
2018 Q4
28 quarters
CMCSA icon
74
Comcast
CMCSA
$74.2B
$28.8M 0.23%
961,880
– –
2016 Q2
38 quarters
NKE icon
75
Nike
NKE
$51.8B
$28.5M 0.23%
447,400
– –
2013 Q2
50 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
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CRM
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Markel Group's Q4 2025 Portfolio in Review

As of Q4 2025, Markel Group held 130 positions worth $12.5B, up 1.8% from $12.3B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 2.3%. Markel Group opened 1 new position and exited 2, leaving the 130-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 45% of assets, down from 46% a quarter earlier, followed by Industrials and Communication Services.

  • Markel Group's largest Q4 2025 buy was Brown & Brown: 11,000 shares worth $877K.
  • Markel Group added most to Novo Nordisk in Q4 2025, an estimated $25.6M increase.
  • Markel Group's biggest Q4 2025 reduction was Analog Devices, cutting an estimated $36.3M.
  • Markel Group fully exited FedEx in Q4 2025, selling an estimated $50.2M.
  • Markel Group's ten largest holdings make up 42% of its $12.5B portfolio in Q4 2025.
  • Markel Group opened 1 new position and closed 2 in Q4 2025.
  • Markel Group's portfolio value rose 1.8% quarter-over-quarter to $12.5B.

Based on Markel Group's 13F filing for Q4 2025, filed 6 Feb 2026.