Institutions / Markel Group Inc

Markel Group Inc

CIK 1096343 · Institution · as of Mar 31, 2026markelcorp.com
Portfolio value
$11.20B
Positions
128
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$11.20B-4.8%
$11.77B$11.49B$11.20BQ4 '25Q1 '26

Positions

128+0.8%
128128127Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 128 →
CompanyClassValueShares% of portfolio
Berkshire Hathaway Inc Del$800.01M1,1147.1%
Alphabet Inc.$788.82M2,749,8607.0%
Brookfield Corp$529.09M13,073,6094.7%
Deere & Co$494.52M877,9004.4%
Amazon.com Inc$422.95M2,030,7603.8%
Analog Devices Inc$325.54M1,023,2452.9%
Apple Inc.$311.47M1,227,2902.8%
The Goldman Sachs Group, Inc.$304.01M359,3602.7%
Visa Inc$303.55M1,004,3312.7%
Home Depot, Inc.$302.58M920,0002.7%
Caterpillar Inc$232.84M328,6502.1%
Watsco, Inc.$211.79M582,1691.9%
BlackRock, Inc.$211.77M220,2001.9%
Microsoft Corp$199.01M537,6301.8%
Walt Disney Co$195.81M2,031,6651.7%
Franco Nev Corp$175.03M708,5001.6%
Lowes Companies Inc$174.49M738,4801.6%
LPL Financial Holdings Inc.$168.45M559,9511.5%
Alphabet Inc.$164.48M572,0001.5%
Progressive CORP/OH$149.42M753,7501.3%
Johnson & Johnson$149.30M610,8001.3%
American Express Co$148.35M490,4501.3%
Meta Platforms Inc$142.06M248,3031.3%
Blackstone Inc$141.32M1,229,0001.3%
Texas Instruments Inc$140.56M724,0001.3%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
NewSUNB
Sunbelt Rentals Holdings, Inc.
Common Stock
$62.71M+963K
963,361
0.56% of portfolio
high
Q1 2026
as of
TrimS&P Global Inc.
Common stock
$-14.04M-33K
-21.90%
117,690
0.45% of portfolio
medium
Q1 2026
as of
ExitTarget Corp
Common stock
$-13.00M-133K
-100.00%
0
medium
Q1 2026
as of
ExitChoice Hotels International Inc /De
Common stock
$-11.00M-116K
-100.00%
0
medium
Q1 2026
as of
NewMercadoLibre, Inc.
Common stock
$9.42M+5K
5,450
0.08% of portfolio
medium
Q1 2026
as of
NewEPD
Enterprise Products Partners L.P.
MLP
$7.64M+202K
202,000
0.07% of portfolio
medium
Q1 2026
as of
Add351858105
Common stock
$6.18M+25K
+3.66%
708,500
1.56% of portfolio
medium
Q1 2026
as of
AddCsx Corp
Common stock
$3.69M+90K
+20.45%
530,000
0.19% of portfolio
low
Q1 2026
as of
AddFactSet Research Systems Inc
Common stock
$2.93M+14K
+11.08%
135,376
0.26% of portfolio
low
Q1 2026
as of
AddYum! Brands Inc
Common stock
$2.92M+19K
+8.29%
245,213
0.34% of portfolio
low