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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
Avg Time Held
28.9 quarters
Top 10 Avg Time Held
24.9 quarters
Top 20 Avg Time Held
25.9 quarters

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 icon
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 Held Since
FIX icon
101
Comfort Systems
FIX
$57.2B
$10.7M 0.09%
13,000
– –
2023 Q4
7 quarters
OTIS icon
102
Otis Worldwide
OTIS
$25.8B
$10.5M 0.09%
114,620
– –
2020 Q2
21 quarters
HSY icon
103
Hershey
HSY
$32.8B
$10.2M 0.08%
54,500
– –
2024 Q1
6 quarters
CSX icon
104
CSX Corp
CSX
$88.5B
$10.1M 0.08%
285,000
+220,000
+338% +$7.51M
2025 Q2
1 quarter
SONY icon
105
Sony
SONY
$142B
$9.64M 0.08%
335,000
– –
2022 Q1
14 quarters
SMG icon
106
ScottsMiracle-Gro
SMG
$2.92B
$9.57M 0.08%
168,000
– –
2022 Q1
14 quarters
UNH icon
107
UnitedHealth
UNH
$339B
$9.15M 0.07%
26,500
– –
2023 Q3
8 quarters
IQV icon
108
IQVIA
IQV
$42.9B
$8.91M 0.07%
46,900
-2,742
-6% -$499K
2023 Q1
10 quarters
CME icon
109
CME Group
CME
$100B
$8.65M 0.07%
32,000
+9,500
+42% +$2.58M
2024 Q4
3 quarters
TRU icon
110
TransUnion
TRU
$12.9B
$8.47M 0.07%
101,050
– –
2018 Q4
27 quarters
CBOE icon
111
Cboe Global Markets
CBOE
$30.5B
$6.99M 0.06%
28,500
+9,500
+50% +$2.28M
2025 Q1
2 quarters
NSP icon
112
Insperity
NSP
$1.89B
$6.48M 0.05%
131,728
– –
2024 Q1
6 quarters
KMX icon
113
CarMax
KMX
$7.21B
$6.12M 0.05%
136,500
– –
2022 Q4
11 quarters
GHC icon
114
Graham Holdings Company
GHC
$4.97B
$6.12M 0.05%
5,200
– –
2013 Q2
49 quarters
HII icon
115
Huntington Ingalls Industries
HII
$10.2B
$5.9M 0.05%
20,500
– –
2024 Q4
3 quarters
AMAT icon
116
Applied Materials
AMAT
$368B
$5.37M 0.04%
26,250
+9,750
+59% +$1.77M
2025 Q2
1 quarter
ADBE icon
117
Adobe
ADBE
$92B
$4.94M 0.04%
14,000
– –
2025 Q2
1 quarter
EMN icon
118
Eastman Chemical
EMN
$7.2B
$4.73M 0.04%
74,950
– –
2020 Q1
22 quarters
WRB icon
119
W.R. Berkley
WRB
$27.3B
$4.65M 0.04%
60,750
– –
2017 Q2
33 quarters
EXP icon
120
Eagle Materials
EXP
$5.03B
$3.44M 0.03%
14,750
+5,750
+64% +$1.3M
2025 Q1
2 quarters
AYI icon
121
Acuity Brands
AYI
$9.01B
$3.36M 0.03%
9,750
– –
2024 Q4
3 quarters
MGM icon
122
MGM Resorts International
MGM
$7.4B
$3.03M 0.02%
87,500
– –
2024 Q4
3 quarters
SYY icon
123
Sysco
SYY
$38.9B
$2.51M 0.02%
30,500
+6,500
+27% +$520K
2025 Q1
2 quarters
DPZ icon
124
Domino's
DPZ
$9.74B
$2.37M 0.02%
5,500
– –
2024 Q3
4 quarters
CNI icon
125
Canadian National Railway
CNI
$71.8B
$2.36M 0.02%
+25,000
New +$2.41M
2025 Q3
0 quarters
2 3 4
5
6

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VLKIM
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BCI
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EIG
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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.