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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
+5.52%
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
$12.3B
AUM Growth
+$493M
Cap. Flow
+$27.8M
Cap. Flow %
0.23%
Top 10 Hldgs %
40.89%
Holding
140
New
3
Increased
27
Reduced
2
Closed
11
Avg Time Held
28.9 quarters
Top 10 Avg Time Held
24.9 quarters
Top 20 Avg Time Held
25.9 quarters

Top Buys

Rank Stock Value
1
CSX icon
CSX Corp
CSX
+$7.51M
2
UNP icon
Union Pacific
UNP
+$6.65M
3
FNV icon
Franco-Nevada
FNV
+$6.49M
4
NVO icon
Novo Nordisk
NVO
+$6.44M
5
NSC icon
Norfolk Southern
NSC
+$5.56M

Top Sells

Rank Stock Value
1
MMM icon
3M
MMM
+$18M
2
OI icon
O-I Glass
OI
+$6.98M
3
CE icon
Celanese
CE
+$4.5M
4
ADM icon
Archer Daniels Midland
ADM
+$3.98M
5
GPK icon
Graphic Packaging
GPK
+$3.67M

Sector Composition

Rank Sector Weight
1 Financials 45.94%
2 Industrials 13.28%
3 Consumer Discretionary 11.31%
4 Communication Services 10.51%
5 Technology 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
ABNB icon
76
Airbnb
ABNB
$97.9B
$27.6M 0.22%
227,133
+15,130
+7% +$1.96M
2024 Q3
4 quarters
TMO icon
77
Thermo Fisher Scientific
TMO
$250B
$27.1M 0.22%
55,800
+6,250
+13% +$2.91M
2021 Q4
15 quarters
CSCO icon
78
Cisco
CSCO
$455B
$24.3M 0.2%
355,500
+6,000
+2% +$409K
2016 Q1
38 quarters
BF.A icon
79
Brown-Forman Class A
BF.A
$12.8B
$22.7M 0.18%
843,000
– –
2013 Q2
49 quarters
LAMR icon
80
Lamar Advertising Co
LAMR
$14.8B
$20.8M 0.17%
170,000
+12,000
+8% +$1.49M
2020 Q1
22 quarters
COF icon
81
Capital One
COF
$120B
$19.3M 0.16%
91,000
– –
2022 Q4
11 quarters
MAR icon
82
Marriott International
MAR
$97B
$19.1M 0.15%
73,250
+13,000
+22% +$3.49M
2024 Q1
6 quarters
PAYX icon
83
Paychex
PAYX
$37.9B
$19M 0.15%
150,000
– –
2013 Q2
49 quarters
EFX icon
84
Equifax
EFX
$17.4B
$18.7M 0.15%
72,850
– –
2018 Q4
27 quarters
PM icon
85
Philip Morris
PM
$314B
$18.6M 0.15%
114,500
– –
2013 Q2
49 quarters
CCK icon
86
Crown Holdings
CCK
$11.9B
$18.3M 0.15%
189,500
– –
2018 Q3
28 quarters
SPOT icon
87
Spotify
SPOT
$107B
$18.1M 0.15%
25,900
– –
2021 Q3
16 quarters
RNR icon
88
RenaissanceRe
RNR
$14B
$17.8M 0.14%
70,000
– –
2022 Q3
12 quarters
APD icon
89
Air Products & Chemicals
APD
$64.4B
$17.7M 0.14%
65,000
– –
2024 Q1
6 quarters
WFC icon
90
Wells Fargo
WFC
$235B
$17.1M 0.14%
204,450
– –
2018 Q2
29 quarters
SHOP icon
91
Shopify
SHOP
$229B
$15.3M 0.12%
102,750
– –
2022 Q1
14 quarters
SEIC icon
92
SEI Investments
SEIC
$12.6B
$14.7M 0.12%
173,200
– –
2013 Q2
49 quarters
CARR icon
93
Carrier Global
CARR
$44.7B
$14M 0.11%
235,000
– –
2020 Q2
21 quarters
PEP icon
94
PepsiCo
PEP
$174B
$13.5M 0.11%
96,210
– –
2013 Q2
49 quarters
BNY icon
95
Bank of New York Mellon
BNY
$92.7B
$13.2M 0.11%
121,500
– –
2019 Q2
25 quarters
BF.B icon
96
Brown-Forman Class B
BF.B
$12.5B
$12.8M 0.1%
474,187
– –
2013 Q2
49 quarters
CHH icon
97
Choice Hotels
CHH
$4.65B
$12.3M 0.1%
115,500
– –
2023 Q2
9 quarters
UBER icon
98
Uber
UBER
$144B
$12.1M 0.1%
123,500
– –
2023 Q2
9 quarters
TGT icon
99
Target
TGT
$69.1B
$11.9M 0.1%
133,000
– –
2022 Q4
11 quarters
HXL icon
100
Hexcel
HXL
$6.6B
$11.9M 0.1%
189,000
– –
2016 Q4
35 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 Q3 2025 Portfolio in Review

As of Q3 2025, Markel Group held 140 positions worth $12.3B, up 4.2% from $11.8B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Markel Group's Q3 2025 filing shows 3 new, 27 increased, 2 reduced and 11 closed positions. Its largest new stake was Canadian National Railway: 25,000 shares worth $2.36M. The largest sale was 3M, an estimated $18M.

By sector, the portfolio is most concentrated in Financials at 46% of assets, down from 47% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Markel Group's largest Q3 2025 buy was Canadian National Railway: 25,000 shares worth $2.36M.
  • Markel Group added most to CSX Corp in Q3 2025, an estimated $7.51M increase.
  • Markel Group's biggest Q3 2025 reduction was Archer Daniels Midland, cutting an estimated $3.98M.
  • Markel Group fully exited 3M in Q3 2025, selling an estimated $18M.
  • Markel Group's ten largest holdings make up 41% of its $12.3B portfolio in Q3 2025.
  • Markel Group opened 3 new positions and closed 11 in Q3 2025.
  • Markel Group's portfolio value rose 4.2% quarter-over-quarter to $12.3B.

Based on Markel Group's 13F filing for Q3 2025, filed 31 Oct 2025.