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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
-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

Top Buys

Rank Stock Value
1
SUNB
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
CMCSA icon
76
Comcast
CMCSA
$90B
$27.6M 0.23%
961,880
– –
CSCO icon
77
Cisco
CSCO
$479B
$27.6M 0.23%
355,500
– –
LAMR icon
78
Lamar Advertising Co
LAMR
$16.3B
$24.4M 0.2%
193,000
+8,000
+4% +$1.05M
NKE icon
79
Nike
NKE
$61.9B
$23.6M 0.2%
447,400
– –
URI icon
80
United Rentals
URI
$72.4B
$22.7M 0.19%
31,150
– –
BF.A icon
81
Brown-Forman Class A
BF.A
$13.3B
$22.6M 0.19%
843,000
– –
CCK icon
82
Crown Holdings
CCK
$13.1B
$22.1M 0.18%
220,000
+8,000
+4% +$855K
APD icon
83
Air Products & Chemicals
APD
$67.6B
$21.9M 0.18%
75,500
+4,000
+6% +$1.1M
CSX icon
84
CSX Corp
CSX
$93.1B
$21.8M 0.18%
530,000
+90,000
+20% +$3.53M
RNR icon
85
RenaissanceRe
RNR
$13.4B
$20.8M 0.17%
70,000
– –
PM icon
86
Philip Morris
PM
$295B
$18.9M 0.16%
114,500
– –
FIX icon
87
Comfort Systems
FIX
$59.6B
$17.9M 0.15%
13,000
– –
COF icon
88
Capital One
COF
$134B
$16.6M 0.14%
91,000
– –
WFC icon
89
Wells Fargo
WFC
$264B
$16.3M 0.14%
204,450
– –
HSY icon
90
Hershey
HSY
$36.6B
$15.6M 0.13%
75,000
+7,500
+11% +$1.58M
HXL icon
91
Hexcel
HXL
$7.82B
$15.3M 0.13%
189,000
– –
PEP icon
92
PepsiCo
PEP
$190B
$14.9M 0.13%
96,210
– –
BNY
93
Bank of New York Mellon
BNY
$107B
$14.8M 0.12%
124,500
+3,000
+2% +$357K
CME icon
94
CME Group
CME
$94.8B
$14.7M 0.12%
49,750
+4,000
+9% +$1.19M
PAYX icon
95
Paychex
PAYX
$42.7B
$13.8M 0.12%
150,000
– –
SEIC icon
96
SEI Investments
SEIC
$12.6B
$13.6M 0.11%
173,200
– –
CARR icon
97
Carrier Global
CARR
$52.8B
$13.2M 0.11%
235,000
– –
EFX icon
98
Equifax
EFX
$21.4B
$13.1M 0.11%
72,850
– –
SPOT icon
99
Spotify
SPOT
$100B
$12.6M 0.11%
25,900
– –
BF.B icon
100
Brown-Forman Class B
BF.B
$13.1B
$12.5M 0.11%
474,187
– –
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 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.