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MG

Markel Group Portfolio holdings

AUM $13.1B
1-Year Est. Return 15.62%
This Fund
S&P 500
This Quarter Est. Return
-3.92%
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
$11.9B
AUM Growth
-$605M
Cap. Flow
+$98.3M
Cap. Flow %
0.82%
Top 10 Hldgs %
42%
Holding
132
New
4
Increased
43
Reduced
2
Closed
3

Top Buys

Rank Stock Value
1
SUNB
Sunbelt Rentals Holdings
SUNB
+$67.6M
2
MELI icon
Mercado Libre
MELI
+$10.5M
3
EPD icon
Enterprise Products Partners
EPD
+$7.15M
4
FNV icon
Franco-Nevada
FNV
+$6.18M
5
CSX icon
CSX Corp
CSX
+$3.53M

Top Sells

Rank Stock Value
1
SPGI icon
S&P Global
SPGI
+$15.3M
2
TGT icon
Target
TGT
+$13M
3
CHH icon
Choice Hotels
CHH
+$11M
4
UNH icon
UnitedHealth
UNH
+$2.32M
5
TRU icon
TransUnion
TRU
+$172K

Sector Composition

Rank Sector Weight
1 Financials 42.52%
2 Industrials 15.55%
3 Communication Services 11.15%
4 Consumer Discretionary 10.76%
5 Technology 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SUNB
51
Sunbelt Rentals Holdings
SUNB
$33.2B
$62.7M 0.53%
+963,361
New +$67.6M
TSN icon
52
Tyson Foods
TSN
$20.4B
$57M 0.48%
889,500
+5,000
+0.6% +$310K
SBUX icon
53
Starbucks
SBUX
$120B
$55.9M 0.47%
623,818
– –
ROK icon
54
Rockwell Automation
ROK
$49B
$55.6M 0.47%
154,900
– –
SPGI icon
55
S&P Global
SPGI
$120B
$50.1M 0.42%
117,690
-33,000
-22% -$15.3M
THG icon
56
Hanover Insurance
THG
$7.98B
$48.7M 0.41%
281,000
– –
ITIC
57
Investors Title Co
ITIC
$547M
$46.4M 0.39%
213,300
– –
AON icon
58
Aon
AON
$76B
$43.8M 0.37%
135,800
+1,750
+1% +$582K
RTX icon
59
RTX Corp
RTX
$301B
$43.2M 0.36%
224,000
– –
FERG icon
60
Ferguson
FERG
$49.8B
$39.8M 0.33%
170,700
+7,200
+4% +$1.75M
LMT icon
61
Lockheed Martin
LMT
$136B
$39.4M 0.33%
65,213
+700
+1% +$431K
COST icon
62
Costco
COST
$420B
$39M 0.33%
39,150
– –
HCA icon
63
HCA Healthcare
HCA
$89.5B
$39M 0.33%
82,430
+1,750
+2% +$881K
YUM icon
64
Yum! Brands
YUM
$41.1B
$38.1M 0.32%
245,213
+18,762
+8% +$2.97M
UNP icon
65
Union Pacific
UNP
$174B
$36.5M 0.31%
150,278
+9,000
+6% +$2.2M
TMO icon
66
Thermo Fisher Scientific
TMO
$220B
$33M 0.28%
67,100
+4,300
+7% +$2.33M
HGTY icon
67
Hagerty
HGTY
$1.39B
$32.7M 0.27%
3,108,000
– –
ALL icon
68
Allstate
ALL
$67.5B
$32M 0.27%
154,550
– –
ACN icon
69
Accenture
ACN
$108B
$31.6M 0.26%
159,400
– –
MAR icon
70
Marriott International
MAR
$92.3B
$30.7M 0.26%
93,750
+4,000
+4% +$1.32M
ABNB icon
71
Airbnb
ABNB
$107B
$30.6M 0.26%
242,389
+2,100
+0.9% +$273K
SHW icon
72
Sherwin-Williams
SHW
$89.8B
$30.2M 0.25%
94,172
– –
VRSK icon
73
Verisk Analytics
VRSK
$25B
$29.6M 0.25%
155,950
– –
FDS icon
74
Factset
FDS
$10.2B
$29.4M 0.25%
135,376
+13,503
+11% +$3.15M
TROW icon
75
T. Rowe Price
TROW
$24.3B
$28.3M 0.24%
314,000
– –
1 2
3
4 5

Similar funds

TWIM
TIAA Wealth Investment Management New York $13.1B AUM
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Markel Group's Q1 2026 Portfolio in Review

As of Q1 2026, Markel Group held 132 positions worth $11.9B, down 4.8% from $12.5B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Markel Group's Q1 2026 filing shows 4 new, 43 increased, 2 reduced and 3 closed positions. Its largest new stake was Sunbelt Rentals Holdings: 963,361 shares worth $62.7M. The largest sale was S&P Global, an estimated $15.3M.

By sector, the portfolio is most concentrated in Financials at 43% of assets, down from 45% a quarter earlier, followed by Industrials and Communication Services.

  • Markel Group's largest Q1 2026 buy was Sunbelt Rentals Holdings: 963,361 shares worth $62.7M.
  • Markel Group added most to Franco-Nevada in Q1 2026, an estimated $6.18M increase.
  • Markel Group's biggest Q1 2026 reduction was S&P Global, cutting an estimated $15.3M.
  • Markel Group fully exited Target in Q1 2026, selling an estimated $13M.
  • Markel Group's ten largest holdings make up 42% of its $11.9B portfolio in Q1 2026.
  • Markel Group opened 4 new positions and closed 3 in Q1 2026.
  • Markel Group's portfolio value fell 4.8% quarter-over-quarter to $11.9B.

Based on Markel Group's 13F filing for Q1 2026, filed 1 May 2026.