We are live on ! Find out more
MG

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

Top Buys

Rank Stock Value
1
NVO
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
URI icon
76
United Rentals
URI
$64.1B
$23.5M 0.2%
31,150
– –
BF.A icon
77
Brown-Forman Class A
BF.A
$12.7B
$23.2M 0.2%
843,000
– –
UNP icon
78
Union Pacific
UNP
$183B
$22.4M 0.19%
97,278
+11,500
+13% +$2.55M
PAYX icon
79
Paychex
PAYX
$45.2B
$21.8M 0.18%
150,000
– –
PM icon
80
Philip Morris
PM
$299B
$20.9M 0.18%
114,500
– –
TMO icon
81
Thermo Fisher Scientific
TMO
$230B
$20.1M 0.17%
49,550
+4,550
+10% +$1.9M
SPOT icon
82
Spotify
SPOT
$113B
$19.9M 0.17%
25,900
– –
CCK icon
83
Crown Holdings
CCK
$12.9B
$19.5M 0.17%
189,500
– –
COF icon
84
Capital One
COF
$132B
$19.4M 0.16%
91,000
– –
LAMR icon
85
Lamar Advertising Co
LAMR
$15.3B
$19.2M 0.16%
158,000
+21,000
+15% +$2.44M
EFX icon
86
Equifax
EFX
$22.8B
$18.9M 0.16%
72,850
– –
APD icon
87
Air Products & Chemicals
APD
$68.6B
$18.3M 0.16%
65,000
– –
MMM icon
88
3M
MMM
$89.9B
$18M 0.15%
118,250
-175,500
-60% -$25.1M
CARR icon
89
Carrier Global
CARR
$48.5B
$17.2M 0.15%
235,000
– –
RNR icon
90
RenaissanceRe
RNR
$13.7B
$17M 0.14%
70,000
– –
MAR icon
91
Marriott International
MAR
$91.5B
$16.5M 0.14%
60,250
+8,250
+16% +$2.07M
WFC icon
92
Wells Fargo
WFC
$262B
$16.4M 0.14%
204,450
– –
SEIC icon
93
SEI Investments
SEIC
$13.4B
$15.6M 0.13%
173,200
– –
CHH icon
94
Choice Hotels
CHH
$4.9B
$14.7M 0.12%
115,500
– –
TGT icon
95
Target
TGT
$74.1B
$13.1M 0.11%
133,000
– –
BF.B icon
96
Brown-Forman Class B
BF.B
$12.5B
$12.8M 0.11%
474,187
– –
PEP icon
97
PepsiCo
PEP
$193B
$12.7M 0.11%
96,210
– –
SHOP icon
98
Shopify
SHOP
$197B
$11.9M 0.1%
102,750
– –
UBER icon
99
Uber
UBER
$161B
$11.5M 0.1%
123,500
+1,500
+1% +$123K
OTIS icon
100
Otis Worldwide
OTIS
$27.3B
$11.3M 0.1%
114,620
– –
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 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.