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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
-3.92%
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
$11.9B
AUM Growth
-$605M
Cap. Flow
+$98.3M
Cap. Flow %
0.82%
Top 10 Hldgs %
42%
Holding
132
New
4
Increased
43
Reduced
2
Closed
3
Avg Time Held
30.3 quarters
Top 10 Avg Time Held
22.1 quarters
Top 20 Avg Time Held
27 quarters

Top Buys

Rank Stock Value
1
SUNB icon
Sunbelt Rentals Holdings
SUNB
+$67.6M
2
MELI icon
Mercado Libre
MELI
+$10.5M
3
EPD icon
Enterprise Products Partners
EPD
+$7.15M
4
FNV icon
Franco-Nevada
FNV
+$6.18M
5
CSX icon
CSX Corp
CSX
+$3.53M

Top Sells

Rank Stock Value
1
SPGI icon
S&P Global
SPGI
+$15.3M
2
TGT icon
Target
TGT
+$13M
3
CHH icon
Choice Hotels
CHH
+$11M
4
UNH icon
UnitedHealth
UNH
+$2.32M
5
TRU icon
TransUnion
TRU
+$172K

Sector Composition

Rank Sector Weight
1 Financials 42.52%
2 Industrials 15.55%
3 Communication Services 11.15%
4 Consumer Discretionary 10.76%
5 Technology 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
CMCSA icon
76
Comcast
CMCSA
$74.1B
$27.6M 0.23%
961,880
– –
2016 Q2
39 quarters
CSCO icon
77
Cisco
CSCO
$456B
$27.6M 0.23%
355,500
– –
2016 Q1
40 quarters
LAMR icon
78
Lamar Advertising Co
LAMR
$14.8B
$24.4M 0.2%
193,000
+8,000
+4% +$1.05M
2020 Q1
24 quarters
NKE icon
79
Nike
NKE
$51.8B
$23.6M 0.2%
447,400
– –
2013 Q2
51 quarters
URI icon
80
United Rentals
URI
$65.1B
$22.7M 0.19%
31,150
– –
2023 Q3
10 quarters
BF.A icon
81
Brown-Forman Class A
BF.A
$12.9B
$22.6M 0.19%
843,000
– –
2013 Q2
51 quarters
CCK icon
82
Crown Holdings
CCK
$11.9B
$22.1M 0.18%
220,000
+8,000
+4% +$855K
2018 Q3
30 quarters
APD icon
83
Air Products & Chemicals
APD
$64.6B
$21.9M 0.18%
75,500
+4,000
+6% +$1.1M
2024 Q1
8 quarters
CSX icon
84
CSX Corp
CSX
$88.5B
$21.8M 0.18%
530,000
+90,000
+20% +$3.53M
2025 Q2
3 quarters
RNR icon
85
RenaissanceRe
RNR
$14.1B
$20.8M 0.17%
70,000
– –
2022 Q3
14 quarters
PM icon
86
Philip Morris
PM
$315B
$18.9M 0.16%
114,500
– –
2013 Q2
51 quarters
FIX icon
87
Comfort Systems
FIX
$55.3B
$17.9M 0.15%
13,000
– –
2023 Q4
9 quarters
COF icon
88
Capital One
COF
$120B
$16.6M 0.14%
91,000
– –
2022 Q4
13 quarters
WFC icon
89
Wells Fargo
WFC
$238B
$16.3M 0.14%
204,450
– –
2018 Q2
31 quarters
HSY icon
90
Hershey
HSY
$32.7B
$15.6M 0.13%
75,000
+7,500
+11% +$1.58M
2024 Q1
8 quarters
HXL icon
91
Hexcel
HXL
$6.65B
$15.3M 0.13%
189,000
– –
2016 Q4
37 quarters
PEP icon
92
PepsiCo
PEP
$175B
$14.9M 0.13%
96,210
– –
2013 Q2
51 quarters
BNY icon
93
Bank of New York Mellon
BNY
$92.5B
$14.8M 0.12%
124,500
+3,000
+2% +$357K
2019 Q2
27 quarters
CME icon
94
CME Group
CME
$102B
$14.7M 0.12%
49,750
+4,000
+9% +$1.19M
2024 Q4
5 quarters
PAYX icon
95
Paychex
PAYX
$38.3B
$13.8M 0.12%
150,000
– –
2013 Q2
51 quarters
SEIC icon
96
SEI Investments
SEIC
$12.6B
$13.6M 0.11%
173,200
– –
2013 Q2
51 quarters
CARR icon
97
Carrier Global
CARR
$44.4B
$13.2M 0.11%
235,000
– –
2020 Q2
23 quarters
EFX icon
98
Equifax
EFX
$17.4B
$13.1M 0.11%
72,850
– –
2018 Q4
29 quarters
SPOT icon
99
Spotify
SPOT
$106B
$12.6M 0.11%
25,900
– –
2021 Q3
18 quarters
BF.B icon
100
Brown-Forman Class B
BF.B
$12.7B
$12.5M 0.11%
474,187
– –
2013 Q2
51 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 Q1 2026 Portfolio in Review

As of Q1 2026, Markel Group held 132 positions worth $11.9B, down 4.8% from $12.5B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Markel Group's Q1 2026 filing shows 4 new, 43 increased, 2 reduced and 3 closed positions. Its largest new stake was Sunbelt Rentals Holdings: 963,361 shares worth $62.7M. The largest sale was S&P Global, an estimated $15.3M.

By sector, the portfolio is most concentrated in Financials at 43% of assets, down from 45% a quarter earlier, followed by Industrials and Communication Services.

  • Markel Group's largest Q1 2026 buy was Sunbelt Rentals Holdings: 963,361 shares worth $62.7M.
  • Markel Group added most to Franco-Nevada in Q1 2026, an estimated $6.18M increase.
  • Markel Group's biggest Q1 2026 reduction was S&P Global, cutting an estimated $15.3M.
  • Markel Group fully exited Target in Q1 2026, selling an estimated $13M.
  • Markel Group's ten largest holdings make up 42% of its $11.9B portfolio in Q1 2026.
  • Markel Group opened 4 new positions and closed 3 in Q1 2026.
  • Markel Group's portfolio value fell 4.8% quarter-over-quarter to $11.9B.

Based on Markel Group's 13F filing for Q1 2026, filed 1 May 2026.