Markel Group Inc.

Name: Markel Group Inc.: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in Glen Allen, VA. Its Form 13F for the quarter ended Jun 30, 2026, filed Jul 31, 2026. SEC CIK 1096343.

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Reported value$13.13bn
Positions130

Holdings: 130 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31. The filing's table has 205 lines; lines for the same security and option type are added together here.

Markel Group Inc., holdings
Issuer	Class	CUSIP	Reported value$m	Weight	Shares	Change on the quarter before
Alphabet IncGOOGL	CAP STK CL C	02079K107	972	7.4%	2,749,860	Unchanged
Berkshire Hathaway Inc DelBRK-B	CL A	084670108	834	6.4%	1,114	Unchanged
Berkshire Hathaway Inc DelBRK-B	CL B NEW	084670702	767	5.8%	1,531,971	Unchanged
Deere & CoDE	COM	244199105	557	4.2%	877,900	Unchanged
Brookfield CorpBN	CL A LTD VT SH	11271J107	557	4.2%	13,073,609	Unchanged
Amazon Com IncAMZN	COM	023135106	484	3.7%	2,030,760	Unchanged
Analog Devices IncADI	COM	032654105	397	3.0%	999,671	Reduced−23,574
Goldman Sachs Group IncGS	COM	38141G104	363	2.8%	359,360	Unchanged
Apple IncAAPL	COM	037833100	355	2.7%	1,227,290	Unchanged
Caterpillar IncCAT	COM	149123101	350	2.7%	328,650	Unchanged
Visa IncV	COM CL A	92826C839	348	2.6%	1,013,912	Added+9,581
Home Depot IncHD	COM	437076102	325	2.5%	922,500	Added+2,500
Watsco IncWSO	COM	942622200	249	1.9%	597,750	Added+15,581
Texas Instrs IncTXN	COM	882508104	216	1.6%	724,000	Unchanged
Blackrock IncBLK	COM	09290D101	212	1.6%	220,200	Unchanged
Alphabet IncGOOGL	CAP STK CL A	02079K305	204	1.6%	572,000	Unchanged
Microsoft CorpMSFT	COM	594918104	201	1.5%	537,630	Unchanged
Disney Walt CoDIS	COM	254687106	196	1.5%	2,031,665	Unchanged
American Express CoAXP	COM	025816109	166	1.3%	490,450	Unchanged
Lowes Cos IncLOW	COM	548661107	166	1.3%	751,980	Added+13,500
Progressive CorpPGR	COM	743315103	165	1.3%	753,750	Unchanged
Franco Nev CorpFNV	COM	351858105	161	1.2%	773,500	Added+65,000
LPL Finl Holdings IncLPLA	COM	50212V100	158	1.2%	559,951	Unchanged
Johnson & JohnsonJNJ	COM	478160104	155	1.2%	610,800	Unchanged
Blackstone IncBX	COM	09260D107	145	1.1%	1,229,000	Unchanged
RLI CorpRLI	COM	749607107	141	1.1%	2,394,544	Unchanged
General Dynamics CorpGD	COM	369550108	139	1.1%	391,000	Unchanged
Novo-Nordisk a SNVO	ADR	670100205	138	1.0%	2,869,774	Unchanged
KKR & Co IncKKR	COM	48251W104	133	1.0%	1,451,800	Unchanged
Meta Platforms IncMETA	CL A	30303M102	132	1.0%	234,163	Reduced−14,140
Schwab Charles CorpSCHW	COM	808513105	129	1.0%	1,394,800	Added+11,000
Marsh & McLennan Cos IncMRSH	COM	571748102	127	1.0%	763,500	Unchanged
Apollo Global MGMT IncAPO	COM	03769M106	120	0.9%	1,012,500	Unchanged
Archer Daniels Midland CoADM	COM	039483102	115	0.9%	1,505,800	Unchanged
Linde plc	SHS	G54950103	112	0.9%	215,600	Added+11,000
Diageo plcDEO	SPON ADR NEW	25243Q205	110	0.8%	1,372,208	Unchanged
Mastercard IncorporatedMA	CL A	57636Q104	107	0.8%	207,540	Unchanged
Dollar Gen CorpDG	COM	256677105	100	0.8%	869,250	Unchanged
Brookfield Asset Managmt LtdBAM	CL A LMT VTG SHS	113004105	98.4	0.7%	2,193,953	Unchanged
Heico Corp NewHEI	CL A	422806208	97.9	0.7%	379,644	Unchanged
Moodys CorpMCO	COM	615369105	96.9	0.7%	213,890	Unchanged
Old Dominion Freight Line inODFL	COM	679580100	93.0	0.7%	429,150	Unchanged
Norfolk Southn CorpNSC	COM	655844108	88.9	0.7%	282,500	Unchanged
Illinois Tool WKS IncITW	COM	452308109	88.6	0.7%	327,500	Unchanged
Jpmorgan Chase & CoJPM	COM	46625H100	82.7	0.6%	252,550	Unchanged
NVR IncNVR	COM	62944T105	82.4	0.6%	12,097	Added+10
Msci IncMSCI	COM	55354G100	80.0	0.6%	142,850	Unchanged
Rockwell Automation IncROK	COM	773903109	76.7	0.6%	154,900	Unchanged
Ecolab IncECL	COM	278865100	76.4	0.6%	274,300	Unchanged
Sunbelt Rentals Holdings IncSUNB	SHS	866966104	72.9	0.6%	974,361	Added+11,000
Starbucks CorpSBUX	COM	855244109	63.7	0.5%	623,818	Unchanged
Rollins IncROL	COM	775711104	63.3	0.5%	1,516,525	Added+18,500
Hanover Ins Group IncTHG	COM	410867105	60.2	0.5%	281,000	Unchanged
Investors Title Co NCITIC	COM	461804106	58.4	0.4%	213,300	Unchanged
Carlyle Group IncCG	COM	14316J108	55.9	0.4%	1,327,000	Unchanged
Tyson Foods IncTSN	CL A	902494103	52.3	0.4%	913,500	Added+24,000
S&P Global IncSPGI	COM	78409V104	47.9	0.4%	117,690	Unchanged
AON plc	SHS CL A	G0403H108	45.0	0.3%	135,800	Unchanged
Union Pac CorpUNP	COM	907818108	43.8	0.3%	161,028	Added+10,750
Ferguson Enterprises IncFERG	COMMON STOCK NEW	31488V107	42.8	0.3%	180,200	Added+9,500
RTX CorporationRTX	COM	75513E101	42.5	0.3%	224,000	Unchanged
Cisco Sys IncCSCO	COM	17275R102	41.8	0.3%	355,500	Unchanged
Mercadolibre IncMELI	COM	58733R102	40.7	0.3%	24,000	Added+18,550
YUM Brands IncYUM	COM	988498101	39.2	0.3%	245,213	Unchanged
Marriott International Inc NewMAR	CL A	571903202	36.9	0.3%	99,500	Added+5,750
Allstate CorpALL	COM	020002101	36.8	0.3%	154,550	Unchanged
Thermo Fisher Scientific IncTMO	COM	883556102	36.6	0.3%	73,100	Added+6,000
Costco Wholesale CorporationCOST	COM	22160K105	36.6	0.3%	39,150	Unchanged
Hagerty IncHGTY	CL A COM	405166109	35.9	0.3%	3,108,000	Unchanged
Price T Rowe Group IncTROW	COM	74144T108	35.7	0.3%	314,000	Unchanged
United Rentals IncURI	COM	911363109	35.3	0.3%	31,150	Unchanged
Airbnb IncABNB	COM CL A	009066101	34.7	0.3%	242,389	Unchanged
Lockheed Martin CorpLMT	COM	539830109	33.2	0.3%	65,213	Unchanged
HCA Healthcare IncHCA	COM	40412C101	32.9	0.3%	84,366	Added+1,936
Sherwin Williams CoSHW	COM	824348106	32.4	0.2%	94,172	Unchanged
Factset Resh Sys IncFDS	COM	303075105	31.1	0.2%	135,376	Unchanged
Lamar Advertising CoLAMR	CL A	512816109	30.1	0.2%	193,000	Unchanged
Verisk Analytics IncVRSK	COM	92345Y106	28.0	0.2%	155,950	Unchanged
CSX CorpCSX	COM	126408103	27.8	0.2%	584,500	Added+54,500
Applied Matls IncAMAT	COM	038222105	26.3	0.2%	36,350	Unchanged
Air Products and Chemicals IAPD	COM	009158106	25.9	0.2%	88,500	Added+13,000
Comfort Sys USA IncFIX	COM	199908104	25.8	0.2%	13,000	Unchanged
Crown Holdings IncCCK	COM	228368106	24.6	0.2%	220,000	Unchanged
Brown Forman CorpBF-B	CL A	115637100	23.1	0.2%	843,000	Unchanged
Renaissancere Holdings Ltd	COM	G7496G103	22.2	0.2%	70,000	Unchanged
Enterprise Prods Partners LEPD	COM	293792107	20.9	0.2%	569,000	Added+367,000
Philip Morris International IncPM	COM	718172109	20.7	0.2%	114,500	Unchanged
Accenture plc Ireland	SHS CLASS A	G1151C101	19.8	0.2%	159,400	Unchanged
Comcast Corp NewCMCSA	CL A	20030N101	19.7	0.1%	802,074	Reduced−159,806
Hexcel Corp NewHXL	COM	428291108	18.9	0.1%	189,000	Unchanged
Nike IncNKE	CL B	654106103	18.4	0.1%	447,400	Unchanged
Capital One Finl CorpCOF	COM	14040H105	18.3	0.1%	91,000	Unchanged
Bank New York Mellon CorpBNY	COM	064058100	18.0	0.1%	124,500	Unchanged
Carrier Global CorporationCARR	COM	14448C104	17.2	0.1%	235,000	Unchanged
Wells Fargo & CoWFC	COM	949746101	16.9	0.1%	204,450	Unchanged
SEI Invts CoSEIC	COM	784117103	15.2	0.1%	173,200	Unchanged
Paychex IncPAYX	COM	704326107	14.7	0.1%	150,000	Unchanged
Hershey CoHSY	COM	427866108	13.2	0.1%	75,000	Unchanged
Pepsico IncPEP	COM	713448108	13.0	<0.1%	96,210	Unchanged
Brown Forman CorpBF-B	CL B	115637209	12.6	<0.1%	474,187	Unchanged
Spotify Technology S a	SHS	L8681T102	11.9	<0.1%	25,900	Unchanged
Shopify IncSHOP	CL A SUB VTG SHS	82509L107	11.7	<0.1%	102,750	Unchanged
Equifax IncEFX	COM	294429105	11.6	<0.1%	72,850	Unchanged
CME Group IncCME	COM	12572Q105	11.0	<0.1%	49,750	Unchanged
Cboe Global MKTS IncCBOE	COM	12503M108	10.6	<0.1%	43,700	Unchanged
Uber Technologies IncUBER	COM	90353T100	10.3	<0.1%	142,500	Unchanged
Otis Worldwide CorpOTIS	COM	68902V107	9.6	<0.1%	133,620	Added+19,000
Iqvia Holdings IncIQV	COM	46266C105	9.1	<0.1%	46,900	Unchanged
Huntington Ingalls Inds IncHII	COM	446413106	7.7	<0.1%	27,500	Unchanged
Exxon Mobil Corp	COM	30231G102	7.7	<0.1%	56,100	Added+9,100
Insperity IncNSP	COM	45778Q107	7.5	<0.1%	181,336	Unchanged
Carmax IncKMX	COM	143130102	7.2	<0.1%	136,500	Unchanged
Sony Group CorpSONY	SPONSORED ADR	835699307	6.7	<0.1%	335,000	Unchanged
Canadian Natl Ry CoCNI	COM	136375102	6.4	<0.1%	53,500	Unchanged
Canadian Pacific Kansas CityCP	COM	13646K108	6.3	<0.1%	73,000	Added+13,500
Graham Holdings CoGHC	COM CL B	384637104	5.9	<0.1%	5,200	Unchanged
Eastman Chem CoEMN	COM	277432100	5.0	<0.1%	74,950	Unchanged
Zoetis IncZTS	CL A	98978V103	4.8	<0.1%	66,195	New+66,195
Brunswick CorpBC	COM	117043109	4.3	<0.1%	51,250	Unchanged
Berkley W R CorpWRB	COM	084423102	4.3	<0.1%	60,750	Unchanged
MGM Resorts InternationalMGM	COM	552953101	4.2	<0.1%	87,500	Unchanged
Acuity IncAYI	COM	00508Y102	3.7	<0.1%	9,750	Unchanged
Intercontinental Exchange inICE	COM	45866F104	3.6	<0.1%	28,870	Unchanged
Eagle Matls IncEXP	COM	26969P108	3.3	<0.1%	14,750	Unchanged
Weyerhaeuser CoWY	COM NEW	962166104	2.9	<0.1%	120,000	Added+102,500
Netflix Inc.NFLX	COM	64110L106	2.9	<0.1%	40,000	New+40,000
Sysco CorpSYY	COM	871829107	2.5	<0.1%	30,500	Unchanged
Dominos Pizza IncDPZ	COM	25754A201	1.6	<0.1%	5,500	Unchanged
Brown & Brown IncBRO	COM	115236101	0.9	<0.1%	14,000	Unchanged
UFP Industries IncUFPI	COM	90278Q108	0.4	<0.1%	4,000	New+4,000

Sold out: 2 positions

Held at the end of the quarter before and not reported this quarter.

Markel Group Inc., positions sold out
Issuer	Class	CUSIP	Reported value$	Weight	Shares	Put or call	Change on the quarter before
Scotts Miracle-Gro CoSMG	CL A	810186106	0.0	0.0%	0		Sold out−168,000
Unitedhealth Group IncUNH	COM	91324P102	0.0	0.0%	0		Sold out−18,700

Source: SEC EDGAR, Form 13F-HR, accession 0001096343-26-000065 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.