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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
+6.4%
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
$11.8B
AUM Growth
+$567M
Cap. Flow
+$20.5M
Cap. Flow %
0.17%
Top 10 Hldgs %
39.8%
Holding
138
New
3
Increased
37
Reduced
6
Closed
1

Top Buys

Rank Stock Value
1
NVO
Novo Nordisk
NVO
+$7.39M
2
FNV icon
Franco-Nevada
FNV
+$7.33M
3
ADBE icon
Adobe
ADBE
+$5.39M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$4.67M
5
ABNB icon
Airbnb
ABNB
+$3.57M

Top Sells

Rank Stock Value
1
MMM icon
3M
MMM
+$25.1M
2
WSO icon
Watsco Inc
WSO
+$11.8M
3
GPK icon
Graphic Packaging
GPK
+$6.64M
4
OI icon
O-I Glass
OI
+$5.12M
5
CABO icon
Cable One
CABO
+$3.16M

Sector Composition

Rank Sector Weight
1 Financials 46.64%
2 Industrials 13.73%
3 Consumer Discretionary 11.36%
4 Communication Services 9.31%
5 Technology 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SMG icon
101
ScottsMiracle-Gro
SMG
$3.52B
$11.1M 0.09%
168,000
– –
BNY
102
Bank of New York Mellon
BNY
$110B
$11.1M 0.09%
121,500
– –
HXL icon
103
Hexcel
HXL
$7.17B
$10.7M 0.09%
189,000
– –
KMX icon
104
CarMax
KMX
$8.81B
$9.17M 0.08%
136,500
– –
HSY icon
105
Hershey
HSY
$36B
$9.04M 0.08%
54,500
– –
TRU icon
106
TransUnion
TRU
$16.4B
$8.89M 0.08%
101,050
– –
SONY icon
107
Sony
SONY
$145B
$8.72M 0.07%
335,000
– –
UNH icon
108
UnitedHealth
UNH
$353B
$8.27M 0.07%
26,500
-1,514
-5% -$579K
NSP icon
109
Insperity
NSP
$2.04B
$7.92M 0.07%
131,728
– –
IQV icon
110
IQVIA
IQV
$43.1B
$7.82M 0.07%
49,642
-9,084
-15% -$1.37M
OI icon
111
O-I Glass
OI
$1.14B
$6.98M 0.06%
473,700
-400,400
-46% -$5.12M
FIX icon
112
Comfort Systems
FIX
$53.5B
$6.97M 0.06%
13,000
– –
CME icon
113
CME Group
CME
$103B
$6.2M 0.05%
22,500
+13,000
+137% +$3.54M
EMN icon
114
Eastman Chemical
EMN
$8.35B
$5.6M 0.05%
74,950
– –
ADBE icon
115
Adobe
ADBE
$116B
$5.42M 0.05%
+14,000
New +$5.39M
HII icon
116
Huntington Ingalls Industries
HII
$11.6B
$4.95M 0.04%
20,500
+2,500
+14% +$558K
GHC icon
117
Graham Holdings Company
GHC
$4.92B
$4.92M 0.04%
5,200
– –
CE icon
118
Celanese
CE
$4.94B
$4.5M 0.04%
81,300
– –
WRB icon
119
W.R. Berkley
WRB
$25.4B
$4.46M 0.04%
60,750
– –
CBOE icon
120
Cboe Global Markets
CBOE
$32.4B
$4.43M 0.04%
19,000
+13,000
+217% +$2.89M
GPK icon
121
Graphic Packaging
GPK
$3.42B
$3.67M 0.03%
174,000
-287,225
-62% -$6.64M
AMAT icon
122
Applied Materials
AMAT
$366B
$3.02M 0.03%
+16,500
New +$2.61M
MGM icon
123
MGM Resorts International
MGM
$10.6B
$3.01M 0.03%
87,500
+2,000
+2% +$63.4K
AYI icon
124
Acuity Brands
AYI
$10B
$2.91M 0.02%
9,750
– –
BALL icon
125
Ball Corp
BALL
$16.9B
$2.86M 0.02%
51,000
– –
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 Q2 2025 Portfolio in Review

As of Q2 2025, Markel Group held 138 positions worth $11.8B, up 5% from $11.3B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 2.9%. Markel Group opened 3 new positions and exited 1, leaving the 138-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 47% of assets, down from 48% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Markel Group's largest Q2 2025 buy was Adobe: 14,000 shares worth $5.42M.
  • Markel Group added most to Novo Nordisk in Q2 2025, an estimated $7.39M increase.
  • Markel Group's biggest Q2 2025 reduction was 3M, cutting an estimated $25.1M.
  • Markel Group fully exited Cable One in Q2 2025, selling an estimated $3.16M.
  • Markel Group's ten largest holdings make up 40% of its $11.8B portfolio in Q2 2025.
  • Markel Group opened 3 new positions and closed 1 in Q2 2025.
  • Markel Group's portfolio value rose 5% quarter-over-quarter to $11.8B.

Based on Markel Group's 13F filing for Q2 2025, filed 1 Aug 2025.