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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
+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

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
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
ABNB icon
76
Airbnb
ABNB
$112B
$27.6M 0.22%
227,133
+15,130
+7% +$1.96M
TMO icon
77
Thermo Fisher Scientific
TMO
$230B
$27.1M 0.22%
55,800
+6,250
+13% +$2.91M
CSCO icon
78
Cisco
CSCO
$433B
$24.3M 0.2%
355,500
+6,000
+2% +$409K
BF.A icon
79
Brown-Forman Class A
BF.A
$12.7B
$22.7M 0.18%
843,000
– –
LAMR icon
80
Lamar Advertising Co
LAMR
$15.3B
$20.8M 0.17%
170,000
+12,000
+8% +$1.49M
COF icon
81
Capital One
COF
$132B
$19.3M 0.16%
91,000
– –
MAR icon
82
Marriott International
MAR
$91.5B
$19.1M 0.15%
73,250
+13,000
+22% +$3.49M
PAYX icon
83
Paychex
PAYX
$45.2B
$19M 0.15%
150,000
– –
EFX icon
84
Equifax
EFX
$22.8B
$18.7M 0.15%
72,850
– –
PM icon
85
Philip Morris
PM
$299B
$18.6M 0.15%
114,500
– –
CCK icon
86
Crown Holdings
CCK
$12.9B
$18.3M 0.15%
189,500
– –
SPOT icon
87
Spotify
SPOT
$113B
$18.1M 0.15%
25,900
– –
RNR icon
88
RenaissanceRe
RNR
$13.7B
$17.8M 0.14%
70,000
– –
APD icon
89
Air Products & Chemicals
APD
$68.6B
$17.7M 0.14%
65,000
– –
WFC icon
90
Wells Fargo
WFC
$262B
$17.1M 0.14%
204,450
– –
SHOP icon
91
Shopify
SHOP
$197B
$15.3M 0.12%
102,750
– –
SEIC icon
92
SEI Investments
SEIC
$13.4B
$14.7M 0.12%
173,200
– –
CARR icon
93
Carrier Global
CARR
$48.5B
$14M 0.11%
235,000
– –
PEP icon
94
PepsiCo
PEP
$193B
$13.5M 0.11%
96,210
– –
BNY
95
Bank of New York Mellon
BNY
$110B
$13.2M 0.11%
121,500
– –
BF.B icon
96
Brown-Forman Class B
BF.B
$12.5B
$12.8M 0.1%
474,187
– –
CHH icon
97
Choice Hotels
CHH
$4.9B
$12.3M 0.1%
115,500
– –
UBER icon
98
Uber
UBER
$161B
$12.1M 0.1%
123,500
– –
TGT icon
99
Target
TGT
$74.1B
$11.9M 0.1%
133,000
– –
HXL icon
100
Hexcel
HXL
$7.17B
$11.9M 0.1%
189,000
– –
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.