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Markel Group Portfolio holdings

AUM $11.9B
1-Year Est. Return 10.84%
This Fund
S&P 500
This Quarter Est. Return
+0.35%
1 Year Est. Return
+10.84%
3 Year Est. Return
+61.32%
5 Year Est. Return
+81.47%
10 Year Est. Return
+339.07%
AUM
$11.3B
AUM Growth
-$82.8M
Cap. Flow
+$68.6M
Cap. Flow %
0.61%
Top 10 Hldgs %
41.29%
Holding
135
New
3
Increased
40
Reduced
1
Closed
–

Top Buys

Rank Stock Value
1
ABNB icon
Airbnb
ABNB
+$9.18M
2
FNV icon
Franco-Nevada
FNV
+$5.88M
3
LIN icon
Linde
LIN
+$5.85M
4
ADM icon
Archer Daniels Midland
ADM
+$3.72M
5
FERG icon
Ferguson
FERG
+$2.95M

Top Sells

Rank Stock Value
1
CABO icon
Cable One
CABO
+$11.4M

Sector Composition

Rank Sector Weight
1 Financials 47.76%
2 Industrials 13.98%
3 Consumer Discretionary 11.43%
4 Technology 8.52%
5 Communication Services 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IT icon
126
Gartner
IT
$9.41B
$2.39M 0.02%
5,700
– –
INTU icon
127
Intuit
INTU
$81.1B
$1.67M 0.01%
2,720
– –
BC icon
128
Brunswick
BC
$5.19B
$1.59M 0.01%
29,500
+14,500
+97% +$909K
CSGP icon
129
CoStar Group
CSGP
$11.3B
$1.47M 0.01%
18,600
– –
CBOE icon
130
Cboe Global Markets
CBOE
$29.8B
$1.36M 0.01%
+6,000
New +$1.24M
EL icon
131
Estee Lauder
EL
$29B
$990K 0.01%
15,000
– –
ICE icon
132
Intercontinental Exchange
ICE
$82.4B
$883K 0.01%
5,120
– –
EXP icon
133
Eagle Materials
EXP
$6.6B
$777K 0.01%
+3,500
New +$830K
BUD icon
134
AB InBev
BUD
$158B
$677K 0.01%
11,000
– –
SYY icon
135
Sysco
SYY
$39.7B
$675K 0.01%
+9,000
New +$660K
2 3 4 5
6

Similar funds

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
UE
Unisphere Establishment Vaduz, Liechtenstein $11.9B AUM 6.1% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Markel Group's Q1 2025 Portfolio in Review

As of Q1 2025, Markel Group held 135 positions worth $11.3B, down 0.73% from $11.3B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 2.2%. Markel Group opened 3 new positions and made no exits, leaving the 135-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 48% of assets, up from 46% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Markel Group's largest Q1 2025 buy was Cboe Global Markets: 6,000 shares worth $1.36M.
  • Markel Group added most to Airbnb in Q1 2025, an estimated $9.18M increase.
  • Markel Group's biggest Q1 2025 reduction was Cable One, cutting an estimated $11.4M.
  • Markel Group's ten largest holdings make up 41% of its $11.3B portfolio in Q1 2025.
  • Markel Group opened 3 new positions and closed 0 in Q1 2025.
  • Markel Group's portfolio value fell 0.73% quarter-over-quarter to $11.3B.

Based on Markel Group's 13F filing for Q1 2025, filed 2 May 2025.