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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
-3.92%
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
$11.9B
AUM Growth
-$605M
Cap. Flow
+$98.3M
Cap. Flow %
0.82%
Top 10 Hldgs %
42%
Holding
132
New
4
Increased
43
Reduced
2
Closed
3

Top Buys

Rank Stock Value
1
SUNB
Sunbelt Rentals Holdings
SUNB
+$67.6M
2
MELI icon
Mercado Libre
MELI
+$10.5M
3
EPD icon
Enterprise Products Partners
EPD
+$7.15M
4
FNV icon
Franco-Nevada
FNV
+$6.18M
5
CSX icon
CSX Corp
CSX
+$3.53M

Top Sells

Rank Stock Value
1
SPGI icon
S&P Global
SPGI
+$15.3M
2
TGT icon
Target
TGT
+$13M
3
CHH icon
Choice Hotels
CHH
+$11M
4
UNH icon
UnitedHealth
UNH
+$2.32M
5
TRU icon
TransUnion
TRU
+$172K

Sector Composition

Rank Sector Weight
1 Financials 42.52%
2 Industrials 15.55%
3 Communication Services 11.15%
4 Consumer Discretionary 10.76%
5 Technology 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.12T
$800M 6.7%
1,114
– –
GOOG icon
2
Alphabet (Google) Class C
GOOG
$4.32T
$789M 6.61%
2,749,860
– –
BRK.B icon
3
Berkshire Hathaway Class B
BRK.B
$1.13T
$734M 6.15%
1,531,971
– –
BN icon
4
Brookfield
BN
$108B
$529M 4.43%
13,073,609
– –
DE icon
5
Deere & Co
DE
$168B
$495M 4.14%
877,900
– –
AMZN icon
6
Amazon
AMZN
$2.96T
$423M 3.54%
2,030,760
– –
ADI icon
7
Analog Devices
ADI
$190B
$326M 2.73%
1,023,245
– –
AAPL icon
8
Apple
AAPL
$4.57T
$311M 2.61%
1,227,290
– –
GS icon
9
Goldman Sachs
GS
$303B
$304M 2.55%
359,360
– –
V icon
10
Visa
V
$677B
$304M 2.54%
1,004,331
+5,046
+0.5% +$1.62M
HD icon
11
Home Depot
HD
$355B
$303M 2.53%
920,000
– –
CAT icon
12
Caterpillar
CAT
$387B
$233M 1.95%
328,650
– –
WSO icon
13
Watsco Inc
WSO
$13.6B
$212M 1.77%
582,169
+4,500
+0.8% +$1.74M
BLK icon
14
Blackrock
BLK
$176B
$212M 1.77%
220,200
– –
MSFT icon
15
Microsoft
MSFT
$3.71T
$199M 1.67%
537,630
+1,950
+0.4% +$816K
DIS icon
16
Walt Disney
DIS
$181B
$196M 1.64%
2,031,665
– –
FNV icon
17
Franco-Nevada
FNV
$46B
$175M 1.47%
708,500
+25,000
+4% +$6.18M
LOW icon
18
Lowe's Companies
LOW
$125B
$174M 1.46%
738,480
+4,000
+0.5% +$1.04M
LPLA icon
19
LPL Financial
LPLA
$28.6B
$168M 1.41%
559,951
– –
GOOGL icon
20
Alphabet (Google) Class A
GOOGL
$4.33T
$164M 1.38%
572,000
– –
PGR icon
21
Progressive
PGR
$125B
$149M 1.25%
753,750
– –
JNJ icon
22
Johnson & Johnson
JNJ
$625B
$149M 1.25%
610,800
– –
AXP icon
23
American Express
AXP
$230B
$148M 1.24%
490,450
+1,950
+0.4% +$654K
META icon
24
Meta Platforms (Facebook)
META
$1.51T
$142M 1.19%
248,303
– –
BX icon
25
Blackstone
BX
$110B
$141M 1.18%
1,229,000
– –
1
2 3 4 5

Similar funds

TWIM
TIAA Wealth Investment Management New York $13.1B AUM
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Markel Group's Q1 2026 Portfolio in Review

As of Q1 2026, Markel Group held 132 positions worth $11.9B, down 4.8% from $12.5B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Markel Group's Q1 2026 filing shows 4 new, 43 increased, 2 reduced and 3 closed positions. Its largest new stake was Sunbelt Rentals Holdings: 963,361 shares worth $62.7M. The largest sale was S&P Global, an estimated $15.3M.

By sector, the portfolio is most concentrated in Financials at 43% of assets, down from 45% a quarter earlier, followed by Industrials and Communication Services.

  • Markel Group's largest Q1 2026 buy was Sunbelt Rentals Holdings: 963,361 shares worth $62.7M.
  • Markel Group added most to Franco-Nevada in Q1 2026, an estimated $6.18M increase.
  • Markel Group's biggest Q1 2026 reduction was S&P Global, cutting an estimated $15.3M.
  • Markel Group fully exited Target in Q1 2026, selling an estimated $13M.
  • Markel Group's ten largest holdings make up 42% of its $11.9B portfolio in Q1 2026.
  • Markel Group opened 4 new positions and closed 3 in Q1 2026.
  • Markel Group's portfolio value fell 4.8% quarter-over-quarter to $11.9B.

Based on Markel Group's 13F filing for Q1 2026, filed 1 May 2026.