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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
+2.75%
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
$12.5B
AUM Growth
+$223M
Cap. Flow
+$18.1M
Cap. Flow %
0.14%
Top 10 Hldgs %
41.99%
Holding
130
New
1
Increased
41
Reduced
4
Closed
2

Top Buys

Rank Stock Value
1
NVO
Novo Nordisk
NVO
+$25.6M
2
FNV icon
Franco-Nevada
FNV
+$15.8M
3
ODFL icon
Old Dominion Freight Line
ODFL
+$9.02M
4
CSX icon
CSX Corp
CSX
+$5.55M
5
NSC icon
Norfolk Southern
NSC
+$4.92M

Top Sells

Rank Stock Value
1
FDX icon
FedEx
FDX
+$50.2M
2
ADI icon
Analog Devices
ADI
+$36.3M
3
META icon
Meta Platforms (Facebook)
META
+$21.4M
4
TRU icon
TransUnion
TRU
+$8.14M
5
ADBE icon
Adobe
ADBE
+$4.94M

Sector Composition

Rank Sector Weight
1 Financials 45.4%
2 Industrials 12.9%
3 Communication Services 11.8%
4 Consumer Discretionary 10.86%
5 Technology 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAR icon
76
Marriott International
MAR
$92.3B
$27.8M 0.22%
89,750
+16,500
+23% +$4.71M
CSCO icon
77
Cisco
CSCO
$479B
$27.4M 0.22%
355,500
– –
URI icon
78
United Rentals
URI
$72.4B
$25.2M 0.2%
31,150
– –
LAMR icon
79
Lamar Advertising Co
LAMR
$16.3B
$23.4M 0.19%
185,000
+15,000
+9% +$1.88M
BF.A icon
80
Brown-Forman Class A
BF.A
$13.3B
$22.2M 0.18%
843,000
– –
COF icon
81
Capital One
COF
$134B
$22.1M 0.18%
91,000
– –
CCK icon
82
Crown Holdings
CCK
$13.1B
$21.8M 0.17%
212,000
+22,500
+12% +$2.19M
RNR icon
83
RenaissanceRe
RNR
$13.4B
$19.7M 0.16%
70,000
– –
WFC icon
84
Wells Fargo
WFC
$264B
$19.1M 0.15%
204,450
– –
PM icon
85
Philip Morris
PM
$295B
$18.4M 0.15%
114,500
– –
APD icon
86
Air Products & Chemicals
APD
$67.6B
$17.7M 0.14%
71,500
+6,500
+10% +$1.65M
PAYX icon
87
Paychex
PAYX
$42.7B
$16.8M 0.13%
150,000
– –
SHOP icon
88
Shopify
SHOP
$195B
$16.5M 0.13%
102,750
– –
CSX icon
89
CSX Corp
CSX
$93.1B
$15.9M 0.13%
440,000
+155,000
+54% +$5.55M
EFX icon
90
Equifax
EFX
$21.4B
$15.8M 0.13%
72,850
– –
SPOT icon
91
Spotify
SPOT
$100B
$15M 0.12%
25,900
– –
SEIC icon
92
SEI Investments
SEIC
$12.6B
$14.2M 0.11%
173,200
– –
BNY
93
Bank of New York Mellon
BNY
$107B
$14.1M 0.11%
121,500
– –
HXL icon
94
Hexcel
HXL
$7.82B
$14M 0.11%
189,000
– –
PEP icon
95
PepsiCo
PEP
$190B
$13.8M 0.11%
96,210
– –
TGT icon
96
Target
TGT
$68B
$13M 0.1%
133,000
– –
CME icon
97
CME Group
CME
$94.8B
$12.5M 0.1%
45,750
+13,750
+43% +$3.74M
CARR icon
98
Carrier Global
CARR
$52.8B
$12.4M 0.1%
235,000
– –
BF.B icon
99
Brown-Forman Class B
BF.B
$13.1B
$12.4M 0.1%
474,187
– –
HSY icon
100
Hershey
HSY
$36.6B
$12.3M 0.1%
67,500
+13,000
+24% +$2.38M
2 3
4
5 6

Similar funds

TWIM
TIAA Wealth Investment Management New York $13.1B AUM
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Markel Group's Q4 2025 Portfolio in Review

As of Q4 2025, Markel Group held 130 positions worth $12.5B, up 1.8% from $12.3B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 2.3%. Markel Group opened 1 new position and exited 2, leaving the 130-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 45% of assets, down from 46% a quarter earlier, followed by Industrials and Communication Services.

  • Markel Group's largest Q4 2025 buy was Brown & Brown: 11,000 shares worth $877K.
  • Markel Group added most to Novo Nordisk in Q4 2025, an estimated $25.6M increase.
  • Markel Group's biggest Q4 2025 reduction was Analog Devices, cutting an estimated $36.3M.
  • Markel Group fully exited FedEx in Q4 2025, selling an estimated $50.2M.
  • Markel Group's ten largest holdings make up 42% of its $12.5B portfolio in Q4 2025.
  • Markel Group opened 1 new position and closed 2 in Q4 2025.
  • Markel Group's portfolio value rose 1.8% quarter-over-quarter to $12.5B.

Based on Markel Group's 13F filing for Q4 2025, filed 6 Feb 2026.