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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
+2.75%
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
$12.5B
AUM Growth
+$223M
Cap. Flow
+$18.1M
Cap. Flow %
0.14%
Top 10 Hldgs %
41.99%
Holding
130
New
1
Increased
41
Reduced
4
Closed
2
Avg Time Held
30 quarters
Top 10 Avg Time Held
25.7 quarters
Top 20 Avg Time Held
26.5 quarters

Top Buys

Rank Stock Value
1
NVO icon
Novo Nordisk
NVO
+$25.6M
2
FNV icon
Franco-Nevada
FNV
+$15.8M
3
ODFL icon
Old Dominion Freight Line
ODFL
+$9.02M
4
CSX icon
CSX Corp
CSX
+$5.55M
5
NSC icon
Norfolk Southern
NSC
+$4.92M

Top Sells

Rank Stock Value
1
FDX icon
FedEx
FDX
+$50.2M
2
ADI icon
Analog Devices
ADI
+$36.3M
3
META icon
Meta Platforms (Facebook)
META
+$21.4M
4
TRU icon
TransUnion
TRU
+$8.14M
5
ADBE icon
Adobe
ADBE
+$4.94M

Sector Composition

Rank Sector Weight
1 Financials 45.4%
2 Industrials 12.9%
3 Communication Services 11.8%
4 Consumer Discretionary 10.86%
5 Technology 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
GOOG icon
1
Alphabet (Google) Class C
GOOG
$4.27T
$863M 6.88%
2,749,860
– –
2013 Q2
50 quarters
BRK.A icon
2
Berkshire Hathaway Class A
BRK.A
$1.11T
$841M 6.7%
1,114
– –
2013 Q2
50 quarters
BRK.B icon
3
Berkshire Hathaway Class B
BRK.B
$1.11T
$770M 6.14%
1,531,971
– –
2013 Q2
50 quarters
BN icon
4
Brookfield
BN
$82.7B
$600M 4.78%
13,073,609
-3
-0% -$137
2013 Q2
50 quarters
AMZN icon
5
Amazon
AMZN
$2.8T
$469M 3.74%
2,030,760
– –
2015 Q4
40 quarters
DE icon
6
Deere & Co
DE
$171B
$409M 3.26%
877,900
– –
2014 Q3
45 quarters
V icon
7
Visa
V
$731B
$350M 2.79%
999,285
– –
2013 Q2
50 quarters
AAPL icon
8
Apple
AAPL
$4.98T
$334M 2.66%
1,227,290
– –
2015 Q2
42 quarters
HD icon
9
Home Depot
HD
$290B
$317M 2.52%
920,000
– –
2013 Q2
50 quarters
GS icon
10
Goldman Sachs
GS
$260B
$316M 2.52%
359,360
– –
2016 Q1
39 quarters
ADI icon
11
Analog Devices
ADI
$197B
$278M 2.21%
1,023,245
-144,426
-12% -$36.3M
2016 Q1
39 quarters
MSFT icon
12
Microsoft
MSFT
$4.02T
$259M 2.07%
535,680
+3,600
+0.7% +$1.8M
2015 Q4
40 quarters
BLK icon
13
Blackrock
BLK
$168B
$236M 1.88%
220,200
– –
2013 Q2
50 quarters
DIS icon
14
Walt Disney
DIS
$187B
$231M 1.84%
2,031,665
– –
2013 Q2
50 quarters
LPLA icon
15
LPL Financial
LPLA
$26B
$200M 1.59%
559,951
+6,630
+1% +$2.34M
2022 Q4
12 quarters
WSO icon
16
Watsco Inc
WSO
$11.8B
$195M 1.55%
577,669
+12,500
+2% +$4.46M
2014 Q4
44 quarters
BX icon
17
Blackstone
BX
$86.2B
$189M 1.51%
1,229,000
– –
2013 Q2
50 quarters
CAT icon
18
Caterpillar
CAT
$367B
$188M 1.5%
328,650
– –
2013 Q2
50 quarters
KKR icon
19
KKR & Co
KKR
$82.1B
$185M 1.48%
1,451,800
– –
2013 Q2
50 quarters
AXP icon
20
American Express
AXP
$210B
$181M 1.44%
488,500
+4,250
+0.9% +$1.52M
2013 Q2
50 quarters
GOOGL icon
21
Alphabet (Google) Class A
GOOGL
$4.31T
$179M 1.43%
572,000
– –
2015 Q4
40 quarters
LOW icon
22
Lowe's Companies
LOW
$104B
$177M 1.41%
734,480
+7,750
+1% +$1.86M
2013 Q2
50 quarters
PGR icon
23
Progressive
PGR
$128B
$172M 1.37%
753,750
– –
2018 Q1
31 quarters
META icon
24
Meta Platforms (Facebook)
META
$1.89T
$164M 1.31%
248,303
-31,978
-11% -$21.4M
2015 Q4
40 quarters
RLI icon
25
RLI Corp
RLI
$5.2B
$153M 1.22%
2,394,544
– –
2013 Q2
50 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 Q4 2025 Portfolio in Review

As of Q4 2025, Markel Group held 130 positions worth $12.5B, up 1.8% from $12.3B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 2.3%. Markel Group opened 1 new position and exited 2, leaving the 130-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 45% of assets, down from 46% a quarter earlier, followed by Industrials and Communication Services.

  • Markel Group's largest Q4 2025 buy was Brown & Brown: 11,000 shares worth $877K.
  • Markel Group added most to Novo Nordisk in Q4 2025, an estimated $25.6M increase.
  • Markel Group's biggest Q4 2025 reduction was Analog Devices, cutting an estimated $36.3M.
  • Markel Group fully exited FedEx in Q4 2025, selling an estimated $50.2M.
  • Markel Group's ten largest holdings make up 42% of its $12.5B portfolio in Q4 2025.
  • Markel Group opened 1 new position and closed 2 in Q4 2025.
  • Markel Group's portfolio value rose 1.8% quarter-over-quarter to $12.5B.

Based on Markel Group's 13F filing for Q4 2025, filed 6 Feb 2026.