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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
+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
Avg Time Held
27.6 quarters
Top 10 Avg Time Held
24 quarters
Top 20 Avg Time Held
24.9 quarters

Top Buys

Rank Stock Value
1
NVO icon
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 Held Since
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.12T
$812M 6.86%
1,114
– –
2013 Q2
48 quarters
BRK.B icon
2
Berkshire Hathaway Class B
BRK.B
$1.12T
$744M 6.29%
1,531,971
– –
2013 Q2
48 quarters
BN icon
3
Brookfield
BN
$82.2B
$539M 4.56%
13,073,612
– –
2013 Q2
48 quarters
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.3T
$488M 4.12%
2,749,860
– –
2013 Q2
48 quarters
DE icon
5
Deere & Co
DE
$173B
$446M 3.77%
877,900
+200
+0% +$97.9K
2014 Q3
43 quarters
AMZN icon
6
Amazon
AMZN
$2.81T
$446M 3.77%
2,030,760
– –
2015 Q4
38 quarters
V icon
7
Visa
V
$739B
$355M 3%
999,285
– –
2013 Q2
48 quarters
HD icon
8
Home Depot
HD
$291B
$337M 2.85%
920,000
– –
2013 Q2
48 quarters
ADI icon
9
Analog Devices
ADI
$197B
$278M 2.35%
1,167,671
– –
2016 Q1
37 quarters
MSFT icon
10
Microsoft
MSFT
$4.05T
$262M 2.22%
527,480
+4,750
+0.9% +$2.06M
2015 Q4
38 quarters
GS icon
11
Goldman Sachs
GS
$262B
$254M 2.15%
359,360
– –
2016 Q1
37 quarters
DIS icon
12
Walt Disney
DIS
$189B
$252M 2.13%
2,031,665
– –
2013 Q2
48 quarters
AAPL icon
13
Apple
AAPL
$5.03T
$252M 2.13%
1,227,290
– –
2015 Q2
40 quarters
WSO icon
14
Watsco Inc
WSO
$11.8B
$250M 2.11%
565,169
-25,331
-4% -$11.8M
2014 Q4
42 quarters
BLK icon
15
Blackrock
BLK
$166B
$231M 1.95%
220,200
– –
2013 Q2
48 quarters
META icon
16
Meta Platforms (Facebook)
META
$1.94T
$207M 1.75%
280,281
+200
+0.1% +$124K
2015 Q4
38 quarters
LPLA icon
17
LPL Financial
LPLA
$25.5B
$204M 1.73%
544,604
+5,500
+1% +$1.93M
2022 Q4
10 quarters
PGR icon
18
Progressive
PGR
$129B
$201M 1.7%
753,750
– –
2018 Q1
29 quarters
KKR icon
19
KKR & Co
KKR
$79.4B
$193M 1.63%
1,451,800
– –
2013 Q2
48 quarters
BX icon
20
Blackstone
BX
$83.2B
$184M 1.55%
1,229,000
– –
2013 Q2
48 quarters
RLI icon
21
RLI Corp
RLI
$5.24B
$173M 1.46%
2,394,544
– –
2013 Q2
48 quarters
MRSH icon
22
Marsh
MRSH
$84.6B
$164M 1.38%
748,750
+5,250
+0.7% +$1.19M
2014 Q1
45 quarters
LOW icon
23
Lowe's Companies
LOW
$105B
$159M 1.35%
717,230
+9,000
+1% +$2.01M
2013 Q2
48 quarters
NVO icon
24
Novo Nordisk
NVO
$169B
$156M 1.32%
2,258,588
+108,588
+5% +$7.39M
2013 Q2
48 quarters
AXP icon
25
American Express
AXP
$209B
$154M 1.31%
484,250
– –
2013 Q2
48 quarters
1
2 3 4 5

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.