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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
Avg Time Held
30.3 quarters
Top 10 Avg Time Held
22.1 quarters
Top 20 Avg Time Held
27 quarters

Top Buys

Rank Stock Value
1
SUNB icon
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 Held Since
SUNB icon
51
Sunbelt Rentals Holdings
SUNB
$31.1B
$62.7M 0.53%
+963,361
New +$67.6M
2026 Q1
0 quarters
TSN icon
52
Tyson Foods
TSN
$18.9B
$57M 0.48%
889,500
+5,000
+0.6% +$310K
2016 Q4
37 quarters
SBUX icon
53
Starbucks
SBUX
$105B
$55.9M 0.47%
623,818
– –
2016 Q4
37 quarters
ROK icon
54
Rockwell Automation
ROK
$47.4B
$55.6M 0.47%
154,900
– –
2015 Q2
43 quarters
SPGI icon
55
S&P Global
SPGI
$120B
$50.1M 0.42%
117,690
-33,000
-22% -$15.3M
2016 Q2
39 quarters
THG icon
56
Hanover Insurance
THG
$7.7B
$48.7M 0.41%
281,000
– –
2022 Q1
16 quarters
ITIC icon
57
Investors Title Co
ITIC
$541M
$46.4M 0.39%
213,300
– –
2013 Q2
51 quarters
AON icon
58
Aon
AON
$57.8B
$43.8M 0.37%
135,800
+1,750
+1% +$582K
2015 Q2
43 quarters
RTX icon
59
RTX Corp
RTX
$250B
$43.2M 0.36%
224,000
– –
2024 Q4
5 quarters
FERG icon
60
Ferguson
FERG
$42.2B
$39.8M 0.33%
170,700
+7,200
+4% +$1.75M
2023 Q3
10 quarters
LMT icon
61
Lockheed Martin
LMT
$118B
$39.4M 0.33%
65,213
+700
+1% +$431K
2021 Q1
20 quarters
COST icon
62
Costco
COST
$428B
$39M 0.33%
39,150
– –
2013 Q2
51 quarters
HCA icon
63
HCA Healthcare
HCA
$100B
$39M 0.33%
82,430
+1,750
+2% +$881K
2023 Q3
10 quarters
YUM icon
64
Yum! Brands
YUM
$39.4B
$38.1M 0.32%
245,213
+18,762
+8% +$2.97M
2024 Q1
8 quarters
UNP icon
65
Union Pacific
UNP
$167B
$36.5M 0.31%
150,278
+9,000
+6% +$2.2M
2015 Q4
41 quarters
TMO icon
66
Thermo Fisher Scientific
TMO
$250B
$33M 0.28%
67,100
+4,300
+7% +$2.33M
2021 Q4
17 quarters
HGTY icon
67
Hagerty
HGTY
$1.64B
$32.7M 0.27%
3,108,000
– –
2021 Q4
17 quarters
ALL icon
68
Allstate
ALL
$58.1B
$32M 0.27%
154,550
– –
2020 Q4
21 quarters
ACN icon
69
Accenture
ACN
$133B
$31.6M 0.26%
159,400
– –
2013 Q2
51 quarters
MAR icon
70
Marriott International
MAR
$96.7B
$30.7M 0.26%
93,750
+4,000
+4% +$1.32M
2024 Q1
8 quarters
ABNB icon
71
Airbnb
ABNB
$97.9B
$30.6M 0.26%
242,389
+2,100
+0.9% +$273K
2024 Q3
6 quarters
SHW icon
72
Sherwin-Williams
SHW
$77.8B
$30.2M 0.25%
94,172
– –
2018 Q4
29 quarters
VRSK icon
73
Verisk Analytics
VRSK
$23.1B
$29.6M 0.25%
155,950
– –
2015 Q1
44 quarters
FDS icon
74
Factset
FDS
$10.3B
$29.4M 0.25%
135,376
+13,503
+11% +$3.15M
2013 Q2
51 quarters
TROW icon
75
T. Rowe Price
TROW
$21.3B
$28.3M 0.24%
314,000
– –
2013 Q2
51 quarters
1 2
3
4 5

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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.