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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
FDS icon
76
Factset
FDS
$10.5B
$31.1M 0.24%
135,376
– –
2013 Q2
52 quarters
LAMR icon
77
Lamar Advertising Co
LAMR
$14.8B
$30.1M 0.23%
193,000
– –
2020 Q1
25 quarters
VRSK icon
78
Verisk Analytics
VRSK
$22.9B
$28M 0.21%
155,950
– –
2015 Q1
45 quarters
CSX icon
79
CSX Corp
CSX
$88.1B
$27.8M 0.21%
584,500
+54,500
+10% +$2.46M
2025 Q2
4 quarters
AMAT icon
80
Applied Materials
AMAT
$361B
$26.3M 0.2%
36,350
– –
2025 Q2
4 quarters
APD icon
81
Air Products & Chemicals
APD
$64.2B
$25.9M 0.2%
88,500
+13,000
+17% +$3.78M
2024 Q1
9 quarters
FIX icon
82
Comfort Systems
FIX
$55.7B
$25.8M 0.2%
13,000
– –
2023 Q4
10 quarters
CCK icon
83
Crown Holdings
CCK
$11.9B
$24.6M 0.19%
220,000
– –
2018 Q3
31 quarters
BF.A icon
84
Brown-Forman Class A
BF.A
$12.8B
$23.1M 0.18%
843,000
– –
2013 Q2
52 quarters
RNR icon
85
RenaissanceRe
RNR
$14.2B
$22.2M 0.17%
70,000
– –
2022 Q3
15 quarters
EPD icon
86
Enterprise Products Partners
EPD
$77.5B
$20.9M 0.16%
569,000
+367,000
+182% +$13.8M
2026 Q1
1 quarter
PM icon
87
Philip Morris
PM
$312B
$20.7M 0.16%
114,500
– –
2013 Q2
52 quarters
ACN icon
88
Accenture
ACN
$131B
$19.8M 0.15%
159,400
– –
2013 Q2
52 quarters
CMCSA icon
89
Comcast
CMCSA
$74B
$19.7M 0.15%
802,074
-159,806
-17% -$4.12M
2016 Q2
40 quarters
HXL icon
90
Hexcel
HXL
$6.53B
$18.9M 0.14%
189,000
– –
2016 Q4
38 quarters
NKE icon
91
Nike
NKE
$52.4B
$18.4M 0.14%
447,400
– –
2013 Q2
52 quarters
COF icon
92
Capital One
COF
$121B
$18.3M 0.14%
91,000
– –
2022 Q4
14 quarters
BNY icon
93
Bank of New York Mellon
BNY
$95.6B
$18M 0.14%
124,500
– –
2019 Q2
28 quarters
CARR icon
94
Carrier Global
CARR
$45.1B
$17.2M 0.13%
235,000
– –
2020 Q2
24 quarters
WFC icon
95
Wells Fargo
WFC
$248B
$16.9M 0.13%
204,450
– –
2018 Q2
32 quarters
SEIC icon
96
SEI Investments
SEIC
$12.6B
$15.2M 0.12%
173,200
– –
2013 Q2
52 quarters
PAYX icon
97
Paychex
PAYX
$37.5B
$14.7M 0.11%
150,000
– –
2013 Q2
52 quarters
HSY icon
98
Hershey
HSY
$32.7B
$13.2M 0.1%
75,000
– –
2024 Q1
9 quarters
PEP icon
99
PepsiCo
PEP
$173B
$13M 0.1%
96,210
– –
2013 Q2
52 quarters
BF.B icon
100
Brown-Forman Class B
BF.B
$12.5B
$12.6M 0.1%
474,187
– –
2013 Q2
52 quarters
2 3
4
5 6

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.