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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
FIX icon
101
Comfort Systems
FIX
$59.6B
$12.1M 0.1%
13,000
– –
UBER icon
102
Uber
UBER
$153B
$11.4M 0.09%
140,000
+16,500
+13% +$1.49M
CHH icon
103
Choice Hotels
CHH
$4.8B
$11M 0.09%
115,500
– –
IQV icon
104
IQVIA
IQV
$39.3B
$10.6M 0.08%
46,900
– –
CBOE icon
105
Cboe Global Markets
CBOE
$29.9B
$10.5M 0.08%
41,750
+13,250
+46% +$3.3M
OTIS icon
106
Otis Worldwide
OTIS
$28.2B
$10M 0.08%
114,620
– –
SMG icon
107
ScottsMiracle-Gro
SMG
$3.66B
$9.8M 0.08%
168,000
– –
AMAT icon
108
Applied Materials
AMAT
$428B
$8.76M 0.07%
34,100
+7,850
+30% +$1.88M
UNH icon
109
UnitedHealth
UNH
$370B
$8.75M 0.07%
26,500
– –
HII icon
110
Huntington Ingalls Industries
HII
$12.8B
$8.67M 0.07%
25,500
+5,000
+24% +$1.55M
SONY icon
111
Sony
SONY
$138B
$8.58M 0.07%
335,000
– –
NSP icon
112
Insperity
NSP
$2.01B
$5.92M 0.05%
152,873
+21,145
+16% +$845K
GHC icon
113
Graham Holdings Company
GHC
$5.02B
$5.71M 0.05%
5,200
– –
KMX icon
114
CarMax
KMX
$8.26B
$5.27M 0.04%
136,500
– –
EMN icon
115
Eastman Chemical
EMN
$8.42B
$4.78M 0.04%
74,950
– –
XOM icon
116
ExxonMobil
XOM
$634B
$4.57M 0.04%
38,000
+35,000
+1,167% +$4.06M
CNI icon
117
Canadian National Railway
CNI
$76.6B
$4.4M 0.04%
44,500
+19,500
+78% +$1.87M
WRB icon
118
W.R. Berkley
WRB
$26.6B
$4.26M 0.03%
60,750
– –
CP icon
119
Canadian Pacific Kansas City
CP
$80.5B
$3.72M 0.03%
50,500
+19,500
+63% +$1.44M
BC icon
120
Brunswick
BC
$5.28B
$3.54M 0.03%
47,750
+14,250
+43% +$966K
AYI icon
121
Acuity Brands
AYI
$10.8B
$3.51M 0.03%
9,750
– –
ICE icon
122
Intercontinental Exchange
ICE
$84.4B
$3.38M 0.03%
20,870
+15,250
+271% +$2.39M
MGM icon
123
MGM Resorts International
MGM
$11.2B
$3.19M 0.03%
87,500
– –
EXP icon
124
Eagle Materials
EXP
$6.57B
$3.05M 0.02%
14,750
– –
DPZ icon
125
Domino's
DPZ
$11.6B
$2.29M 0.02%
5,500
– –
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.