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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
Avg Time Held
28.9 quarters
Top 10 Avg Time Held
24.9 quarters
Top 20 Avg Time Held
25.9 quarters

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 icon
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 Held Since
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.11T
$840M 6.82%
1,114
– –
2013 Q2
49 quarters
BRK.B icon
2
Berkshire Hathaway Class B
BRK.B
$1.11T
$770M 6.25%
1,531,971
– –
2013 Q2
49 quarters
GOOG icon
3
Alphabet (Google) Class C
GOOG
$4.27T
$670M 5.44%
2,749,860
– –
2013 Q2
49 quarters
BN icon
4
Brookfield
BN
$81.9B
$598M 4.85%
13,073,612
– –
2013 Q2
49 quarters
AMZN icon
5
Amazon
AMZN
$2.79T
$446M 3.62%
2,030,760
– –
2015 Q4
39 quarters
DE icon
6
Deere & Co
DE
$175B
$401M 3.26%
877,900
– –
2014 Q3
44 quarters
HD icon
7
Home Depot
HD
$293B
$373M 3.03%
920,000
– –
2013 Q2
49 quarters
V icon
8
Visa
V
$744B
$341M 2.77%
999,285
– –
2013 Q2
49 quarters
AAPL icon
9
Apple
AAPL
$4.98T
$313M 2.54%
1,227,290
– –
2015 Q2
41 quarters
ADI icon
10
Analog Devices
ADI
$201B
$287M 2.33%
1,167,671
– –
2016 Q1
38 quarters
GS icon
11
Goldman Sachs
GS
$260B
$286M 2.32%
359,360
– –
2016 Q1
38 quarters
MSFT icon
12
Microsoft
MSFT
$4.04T
$276M 2.24%
532,080
+4,600
+0.9% +$2.35M
2015 Q4
39 quarters
BLK icon
13
Blackrock
BLK
$165B
$257M 2.08%
220,200
– –
2013 Q2
49 quarters
DIS icon
14
Walt Disney
DIS
$187B
$233M 1.89%
2,031,665
– –
2013 Q2
49 quarters
WSO icon
15
Watsco Inc
WSO
$12B
$228M 1.85%
565,169
– –
2014 Q4
43 quarters
BX icon
16
Blackstone
BX
$82.6B
$210M 1.7%
1,229,000
– –
2013 Q2
49 quarters
META icon
17
Meta Platforms (Facebook)
META
$1.94T
$206M 1.67%
280,281
– –
2015 Q4
39 quarters
KKR icon
18
KKR & Co
KKR
$78.2B
$189M 1.53%
1,451,800
– –
2013 Q2
49 quarters
PGR icon
19
Progressive
PGR
$129B
$186M 1.51%
753,750
– –
2018 Q1
30 quarters
LPLA icon
20
LPL Financial
LPLA
$25.6B
$184M 1.49%
553,321
+8,717
+2% +$3.16M
2022 Q4
11 quarters
LOW icon
21
Lowe's Companies
LOW
$106B
$183M 1.48%
726,730
+9,500
+1% +$2.33M
2013 Q2
49 quarters
AXP icon
22
American Express
AXP
$209B
$161M 1.31%
484,250
– –
2013 Q2
49 quarters
CAT icon
23
Caterpillar
CAT
$355B
$157M 1.27%
328,650
– –
2013 Q2
49 quarters
RLI icon
24
RLI Corp
RLI
$5.24B
$156M 1.27%
2,394,544
– –
2013 Q2
49 quarters
MRSH icon
25
Marsh
MRSH
$84.5B
$152M 1.23%
755,000
+6,250
+0.8% +$1.29M
2014 Q1
46 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 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.