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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

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
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
CP icon
126
Canadian Pacific Kansas City
CP
$82.7B
$2.31M 0.02%
+31,000
New +$2.37M
BC icon
127
Brunswick
BC
$4.97B
$2.12M 0.02%
33,500
+4,000
+14% +$248K
ICE icon
128
Intercontinental Exchange
ICE
$91.1B
$947K 0.01%
5,620
+500
+10% +$89.3K
XOM icon
129
ExxonMobil
XOM
$644B
$338K ﹤0.01%
+3,000
New +$334K
BALL icon
130
Ball Corp
BALL
$16.9B
– –
-51,000
Closed -$2.86M
BUD icon
131
AB InBev
BUD
$158B
– –
-11,000
Closed -$756K
CE icon
132
Celanese
CE
$4.94B
– –
-81,300
Closed -$4.5M
CSGP icon
133
CoStar Group
CSGP
$13.1B
– –
-18,600
Closed -$1.5M
EL icon
134
Estee Lauder
EL
$37.4B
– –
-15,000
Closed -$1.21M
GPK icon
135
Graphic Packaging
GPK
$3.42B
– –
-174,000
Closed -$3.67M
INTU icon
136
Intuit
INTU
$97.9B
– –
-2,720
Closed -$2.14M
IT icon
137
Gartner
IT
$12.5B
– –
-5,700
Closed -$2.3M
MMM icon
138
3M
MMM
$89.9B
– –
-118,250
Closed -$18M
OI icon
139
O-I Glass
OI
$1.14B
– –
-473,700
Closed -$6.98M
WTW icon
140
Willis Towers Watson
WTW
$31.9B
– –
-8,627
Closed -$2.64M
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 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.