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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
WTW icon
126
Willis Towers Watson
WTW
$31.9B
$2.64M 0.02%
8,627
– –
DPZ icon
127
Domino's
DPZ
$11.6B
$2.48M 0.02%
5,500
– –
IT icon
128
Gartner
IT
$12.5B
$2.3M 0.02%
5,700
– –
INTU icon
129
Intuit
INTU
$97.9B
$2.14M 0.02%
2,720
– –
CSX icon
130
CSX Corp
CSX
$95B
$2.12M 0.02%
+65,000
New +$1.96M
EXP icon
131
Eagle Materials
EXP
$6.06B
$1.82M 0.02%
9,000
+5,500
+157% +$1.19M
SYY icon
132
Sysco
SYY
$39.3B
$1.82M 0.02%
24,000
+15,000
+167% +$1.09M
BC icon
133
Brunswick
BC
$4.97B
$1.63M 0.01%
29,500
– –
CSGP icon
134
CoStar Group
CSGP
$13.1B
$1.5M 0.01%
18,600
– –
EL icon
135
Estee Lauder
EL
$37.4B
$1.21M 0.01%
15,000
– –
ICE icon
136
Intercontinental Exchange
ICE
$91.1B
$939K 0.01%
5,120
– –
BUD icon
137
AB InBev
BUD
$158B
$756K 0.01%
11,000
– –
CABO icon
138
Cable One
CABO
$145M
– –
-11,900
Closed -$3.16M
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.