# Markel Group Inc.: Form 13F holdings

An institutional investment manager in Glen Allen, VA. SEC CIK 1096343.

- Quarter ended: 2026-06-30
- Filed: 2026-07-31
- Reported value: $13.13bn
- Positions: 130 (205 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1096343/000109634326000065/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $971.6m | 7.4% | 2,749,860 |  | Unchanged |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL A | $834.2m | 6.4% | 1,114 |  | Unchanged |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $766.6m | 5.8% | 1,531,971 |  | Unchanged |
| [DEERE & CO (DE)](/companies/de.md) | COM | $556.9m | 4.2% | 877,900 |  | Unchanged |
| [BROOKFIELD CORP (BN)](/companies/bn.md) | CL A LTD VT SH | $556.8m | 4.2% | 13,073,609 |  | Unchanged |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $484.0m | 3.7% | 2,030,760 |  | Unchanged |
| [ANALOG DEVICES INC (ADI)](/companies/adi.md) | COM | $397.0m | 3.0% | 999,671 |  | Reduced −23,574 |
| [GOLDMAN SACHS GROUP INC (GS)](/companies/gs.md) | COM | $363.4m | 2.8% | 359,360 |  | Unchanged |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $355.1m | 2.7% | 1,227,290 |  | Unchanged |
| [CATERPILLAR INC (CAT)](/companies/cat.md) | COM | $350.0m | 2.7% | 328,650 |  | Unchanged |
| [VISA INC (V)](/companies/v.md) | COM CL A | $347.9m | 2.6% | 1,013,912 |  | Added +9,581 |
| [HOME DEPOT INC (HD)](/companies/hd.md) | COM | $325.3m | 2.5% | 922,500 |  | Added +2,500 |
| [WATSCO INC (WSO)](/companies/wso.md) | COM | $249.1m | 1.9% | 597,750 |  | Added +15,581 |
| [TEXAS INSTRS INC (TXN)](/companies/txn.md) | COM | $215.8m | 1.6% | 724,000 |  | Unchanged |
| [BLACKROCK INC (BLK)](/companies/blk.md) | COM | $211.7m | 1.6% | 220,200 |  | Unchanged |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $204.4m | 1.6% | 572,000 |  | Unchanged |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $200.5m | 1.5% | 537,630 |  | Unchanged |
| [DISNEY WALT CO (DIS)](/companies/dis.md) | COM | $195.5m | 1.5% | 2,031,665 |  | Unchanged |
| [AMERICAN EXPRESS CO (AXP)](/companies/axp.md) | COM | $165.9m | 1.3% | 490,450 |  | Unchanged |
| [LOWES COS INC (LOW)](/companies/low.md) | COM | $165.8m | 1.3% | 751,980 |  | Added +13,500 |
| [PROGRESSIVE CORP (PGR)](/companies/pgr.md) | COM | $164.7m | 1.3% | 753,750 |  | Unchanged |
| [FRANCO NEV CORP (FNV)](/companies/fnv.md) | COM | $161.2m | 1.2% | 773,500 |  | Added +65,000 |
| [LPL FINL HLDGS INC (LPLA)](/companies/lpla.md) | COM | $157.7m | 1.2% | 559,951 |  | Unchanged |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $155.1m | 1.2% | 610,800 |  | Unchanged |
| [BLACKSTONE INC (BX)](/companies/bx.md) | COM | $144.6m | 1.1% | 1,229,000 |  | Unchanged |
| [RLI CORP (RLI)](/companies/rli.md) | COM | $141.4m | 1.1% | 2,394,544 |  | Unchanged |
| [GENERAL DYNAMICS CORP (GD)](/companies/gd.md) | COM | $138.5m | 1.1% | 391,000 |  | Unchanged |
| [NOVO-NORDISK A S (NVO)](/companies/nvo.md) | ADR | $137.6m | 1.0% | 2,869,774 |  | Unchanged |
| [KKR & CO INC (KKR)](/companies/kkr.md) | COM | $133.2m | 1.0% | 1,451,800 |  | Unchanged |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $131.9m | 1.0% | 234,163 |  | Reduced −14,140 |
| [SCHWAB CHARLES CORP (SCHW)](/companies/schw.md) | COM | $128.7m | 1.0% | 1,394,800 |  | Added +11,000 |
| [MARSH & MCLENNAN COS INC (MRSH)](/companies/mrsh.md) | COM | $127.3m | 1.0% | 763,500 |  | Unchanged |
| [APOLLO GLOBAL MGMT INC (APO)](/companies/apo.md) | COM | $119.8m | 0.9% | 1,012,500 |  | Unchanged |
| [ARCHER DANIELS MIDLAND CO (ADM)](/companies/adm.md) | COM | $115.0m | 0.9% | 1,505,800 |  | Unchanged |
| LINDE PLC | SHS | $111.9m | 0.9% | 215,600 |  | Added +11,000 |
| [DIAGEO PLC (DEO)](/companies/deo.md) | SPON ADR NEW | $110.3m | 0.8% | 1,372,208 |  | Unchanged |
| [MASTERCARD INCORPORATED (MA)](/companies/ma.md) | CL A | $106.6m | 0.8% | 207,540 |  | Unchanged |
| [DOLLAR GEN CORP (DG)](/companies/dg.md) | COM | $100.1m | 0.8% | 869,250 |  | Unchanged |
| [BROOKFIELD ASSET MANAGMT LTD (BAM)](/companies/bam.md) | CL A LMT VTG SHS | $98.4m | 0.7% | 2,193,953 |  | Unchanged |
| [HEICO CORP NEW (HEI)](/companies/hei.md) | CL A | $97.9m | 0.7% | 379,644 |  | Unchanged |
| [MOODYS CORP (MCO)](/companies/mco.md) | COM | $96.9m | 0.7% | 213,890 |  | Unchanged |
| [OLD DOMINION FREIGHT LINE IN (ODFL)](/companies/odfl.md) | COM | $93.0m | 0.7% | 429,150 |  | Unchanged |
| [NORFOLK SOUTHN CORP (NSC)](/companies/nsc.md) | COM | $88.9m | 0.7% | 282,500 |  | Unchanged |
| [ILLINOIS TOOL WKS INC (ITW)](/companies/itw.md) | COM | $88.6m | 0.7% | 327,500 |  | Unchanged |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $82.7m | 0.6% | 252,550 |  | Unchanged |
| [NVR INC (NVR)](/companies/nvr.md) | COM | $82.4m | 0.6% | 12,097 |  | Added +10 |
| [MSCI INC (MSCI)](/companies/msci.md) | COM | $80.0m | 0.6% | 142,850 |  | Unchanged |
| [ROCKWELL AUTOMATION INC (ROK)](/companies/rok.md) | COM | $76.7m | 0.6% | 154,900 |  | Unchanged |
| [ECOLAB INC (ECL)](/companies/ecl.md) | COM | $76.4m | 0.6% | 274,300 |  | Unchanged |
| [SUNBELT RENTALS HOLDINGS INC (SUNB)](/companies/sunb.md) | SHS | $72.9m | 0.6% | 974,361 |  | Added +11,000 |
| [STARBUCKS CORP (SBUX)](/companies/sbux.md) | COM | $63.7m | 0.5% | 623,818 |  | Unchanged |
| [ROLLINS INC (ROL)](/companies/rol.md) | COM | $63.3m | 0.5% | 1,516,525 |  | Added +18,500 |
| [HANOVER INS GROUP INC (THG)](/companies/thg.md) | COM | $60.2m | 0.5% | 281,000 |  | Unchanged |
| [INVESTORS TITLE CO NC (ITIC)](/companies/itic.md) | COM | $58.4m | 0.4% | 213,300 |  | Unchanged |
| [CARLYLE GROUP INC (CG)](/companies/cg.md) | COM | $55.9m | 0.4% | 1,327,000 |  | Unchanged |
| [TYSON FOODS INC (TSN)](/companies/tsn.md) | CL A | $52.3m | 0.4% | 913,500 |  | Added +24,000 |
| [S&P GLOBAL INC (SPGI)](/companies/spgi.md) | COM | $47.9m | 0.4% | 117,690 |  | Unchanged |
| AON PLC | SHS CL A | $45.0m | 0.3% | 135,800 |  | Unchanged |
| [UNION PAC CORP (UNP)](/companies/unp.md) | COM | $43.8m | 0.3% | 161,028 |  | Added +10,750 |
| [FERGUSON ENTERPRISES INC (FERG)](/companies/ferg.md) | COMMON STOCK NEW | $42.8m | 0.3% | 180,200 |  | Added +9,500 |
| [RTX CORPORATION (RTX)](/companies/rtx.md) | COM | $42.5m | 0.3% | 224,000 |  | Unchanged |
| [CISCO SYS INC (CSCO)](/companies/csco.md) | COM | $41.8m | 0.3% | 355,500 |  | Unchanged |
| [MERCADOLIBRE INC (MELI)](/companies/meli.md) | COM | $40.7m | 0.3% | 24,000 |  | Added +18,550 |
| [YUM BRANDS INC (YUM)](/companies/yum.md) | COM | $39.2m | 0.3% | 245,213 |  | Unchanged |
| [MARRIOTT INTL INC NEW (MAR)](/companies/mar.md) | CL A | $36.9m | 0.3% | 99,500 |  | Added +5,750 |
| [ALLSTATE CORP (ALL)](/companies/all.md) | COM | $36.8m | 0.3% | 154,550 |  | Unchanged |
| [THERMO FISHER SCIENTIFIC INC (TMO)](/companies/tmo.md) | COM | $36.6m | 0.3% | 73,100 |  | Added +6,000 |
| [COSTCO WHOLESALE CORPORATION (COST)](/companies/cost.md) | COM | $36.6m | 0.3% | 39,150 |  | Unchanged |
| [HAGERTY INC (HGTY)](/companies/hgty.md) | CL A COM | $35.9m | 0.3% | 3,108,000 |  | Unchanged |
| [PRICE T ROWE GROUP INC (TROW)](/companies/trow.md) | COM | $35.7m | 0.3% | 314,000 |  | Unchanged |
| [UNITED RENTALS INC (URI)](/companies/uri.md) | COM | $35.3m | 0.3% | 31,150 |  | Unchanged |
| [AIRBNB INC (ABNB)](/companies/abnb.md) | COM CL A | $34.7m | 0.3% | 242,389 |  | Unchanged |
| [LOCKHEED MARTIN CORP (LMT)](/companies/lmt.md) | COM | $33.2m | 0.3% | 65,213 |  | Unchanged |
| [HCA HEALTHCARE INC (HCA)](/companies/hca.md) | COM | $32.9m | 0.3% | 84,366 |  | Added +1,936 |
| [SHERWIN WILLIAMS CO (SHW)](/companies/shw.md) | COM | $32.4m | 0.2% | 94,172 |  | Unchanged |
| [FACTSET RESH SYS INC (FDS)](/companies/fds.md) | COM | $31.1m | 0.2% | 135,376 |  | Unchanged |
| [LAMAR ADVERTISING CO (LAMR)](/companies/lamr.md) | CL A | $30.1m | 0.2% | 193,000 |  | Unchanged |
| [VERISK ANALYTICS INC (VRSK)](/companies/vrsk.md) | COM | $28.0m | 0.2% | 155,950 |  | Unchanged |
| [CSX CORP (CSX)](/companies/csx.md) | COM | $27.8m | 0.2% | 584,500 |  | Added +54,500 |
| [APPLIED MATLS INC (AMAT)](/companies/amat.md) | COM | $26.3m | 0.2% | 36,350 |  | Unchanged |
| [AIR PRODUCTS AND CHEMICALS I (APD)](/companies/apd.md) | COM | $25.9m | 0.2% | 88,500 |  | Added +13,000 |
| [COMFORT SYS USA INC (FIX)](/companies/fix.md) | COM | $25.8m | 0.2% | 13,000 |  | Unchanged |
| [CROWN HLDGS INC (CCK)](/companies/cck.md) | COM | $24.6m | 0.2% | 220,000 |  | Unchanged |
| [BROWN FORMAN CORP (BF-B)](/companies/bf-b.md) | CL A | $23.1m | 0.2% | 843,000 |  | Unchanged |
| RENAISSANCERE HLDGS LTD | COM | $22.2m | 0.2% | 70,000 |  | Unchanged |
| [ENTERPRISE PRODS PARTNERS L (EPD)](/companies/epd.md) | COM | $20.9m | 0.2% | 569,000 |  | Added +367,000 |
| [PHILIP MORRIS INTL INC (PM)](/companies/pm.md) | COM | $20.7m | 0.2% | 114,500 |  | Unchanged |
| ACCENTURE PLC IRELAND | SHS CLASS A | $19.8m | 0.2% | 159,400 |  | Unchanged |
| [COMCAST CORP NEW (CMCSA)](/companies/cmcsa.md) | CL A | $19.7m | 0.1% | 802,074 |  | Reduced −159,806 |
| [HEXCEL CORP NEW (HXL)](/companies/hxl.md) | COM | $18.9m | 0.1% | 189,000 |  | Unchanged |
| [NIKE INC (NKE)](/companies/nke.md) | CL B | $18.4m | 0.1% | 447,400 |  | Unchanged |
| [CAPITAL ONE FINL CORP (COF)](/companies/cof.md) | COM | $18.3m | 0.1% | 91,000 |  | Unchanged |
| [BANK NEW YORK MELLON CORP (BNY)](/companies/bny.md) | COM | $18.0m | 0.1% | 124,500 |  | Unchanged |
| [CARRIER GLOBAL CORPORATION (CARR)](/companies/carr.md) | COM | $17.2m | 0.1% | 235,000 |  | Unchanged |
| [WELLS FARGO & CO (WFC)](/companies/wfc.md) | COM | $16.9m | 0.1% | 204,450 |  | Unchanged |
| [SEI INVTS CO (SEIC)](/companies/seic.md) | COM | $15.2m | 0.1% | 173,200 |  | Unchanged |
| [PAYCHEX INC (PAYX)](/companies/payx.md) | COM | $14.7m | 0.1% | 150,000 |  | Unchanged |
| [HERSHEY CO (HSY)](/companies/hsy.md) | COM | $13.2m | 0.1% | 75,000 |  | Unchanged |
| [PEPSICO INC (PEP)](/companies/pep.md) | COM | $13.0m | <0.1% | 96,210 |  | Unchanged |
| [BROWN FORMAN CORP (BF-B)](/companies/bf-b.md) | CL B | $12.6m | <0.1% | 474,187 |  | Unchanged |
| SPOTIFY TECHNOLOGY S A | SHS | $11.9m | <0.1% | 25,900 |  | Unchanged |
| [SHOPIFY INC (SHOP)](/companies/shop.md) | CL A SUB VTG SHS | $11.7m | <0.1% | 102,750 |  | Unchanged |
| [EQUIFAX INC (EFX)](/companies/efx.md) | COM | $11.6m | <0.1% | 72,850 |  | Unchanged |
| [CME GROUP INC (CME)](/companies/cme.md) | COM | $11.0m | <0.1% | 49,750 |  | Unchanged |
| [CBOE GLOBAL MKTS INC (CBOE)](/companies/cboe.md) | COM | $10.6m | <0.1% | 43,700 |  | Unchanged |
| [UBER TECHNOLOGIES INC (UBER)](/companies/uber.md) | COM | $10.3m | <0.1% | 142,500 |  | Unchanged |
| [OTIS WORLDWIDE CORP (OTIS)](/companies/otis.md) | COM | $9.6m | <0.1% | 133,620 |  | Added +19,000 |
| [IQVIA HLDGS INC (IQV)](/companies/iqv.md) | COM | $9.1m | <0.1% | 46,900 |  | Unchanged |
| [HUNTINGTON INGALLS INDS INC (HII)](/companies/hii.md) | COM | $7.7m | <0.1% | 27,500 |  | Unchanged |
| EXXON MOBIL CORP | COM | $7.7m | <0.1% | 56,100 |  | Added +9,100 |
| [INSPERITY INC (NSP)](/companies/nsp.md) | COM | $7.5m | <0.1% | 181,336 |  | Unchanged |
| [CARMAX INC (KMX)](/companies/kmx.md) | COM | $7.2m | <0.1% | 136,500 |  | Unchanged |
| [SONY GROUP CORP (SONY)](/companies/sony.md) | SPONSORED ADR | $6.7m | <0.1% | 335,000 |  | Unchanged |
| [CANADIAN NATL RY CO (CNI)](/companies/cni.md) | COM | $6.4m | <0.1% | 53,500 |  | Unchanged |
| [CANADIAN PACIFIC KANSAS CITY (CP)](/companies/cp.md) | COM | $6.3m | <0.1% | 73,000 |  | Added +13,500 |
| [GRAHAM HLDGS CO (GHC)](/companies/ghc.md) | COM CL B | $5.9m | <0.1% | 5,200 |  | Unchanged |
| [EASTMAN CHEM CO (EMN)](/companies/emn.md) | COM | $5.0m | <0.1% | 74,950 |  | Unchanged |
| [ZOETIS INC (ZTS)](/companies/zts.md) | CL A | $4.8m | <0.1% | 66,195 |  | New +66,195 |
| [BRUNSWICK CORP (BC)](/companies/bc.md) | COM | $4.3m | <0.1% | 51,250 |  | Unchanged |
| [BERKLEY W R CORP (WRB)](/companies/wrb.md) | COM | $4.3m | <0.1% | 60,750 |  | Unchanged |
| [MGM RESORTS INTERNATIONAL (MGM)](/companies/mgm.md) | COM | $4.2m | <0.1% | 87,500 |  | Unchanged |
| [ACUITY INC (AYI)](/companies/ayi.md) | COM | $3.7m | <0.1% | 9,750 |  | Unchanged |
| [INTERCONTINENTAL EXCHANGE IN (ICE)](/companies/ice.md) | COM | $3.6m | <0.1% | 28,870 |  | Unchanged |
| [EAGLE MATLS INC (EXP)](/companies/exp.md) | COM | $3.3m | <0.1% | 14,750 |  | Unchanged |
| [WEYERHAEUSER CO (WY)](/companies/wy.md) | COM NEW | $2.9m | <0.1% | 120,000 |  | Added +102,500 |
| [NETFLIX INC. (NFLX)](/companies/nflx.md) | COM | $2.9m | <0.1% | 40,000 |  | New +40,000 |
| [SYSCO CORP (SYY)](/companies/syy.md) | COM | $2.5m | <0.1% | 30,500 |  | Unchanged |
| [DOMINOS PIZZA INC (DPZ)](/companies/dpz.md) | COM | $1.6m | <0.1% | 5,500 |  | Unchanged |
| [BROWN & BROWN INC (BRO)](/companies/bro.md) | COM | $898.1k | <0.1% | 14,000 |  | Unchanged |
| [UFP INDUSTRIES INC (UFPI)](/companies/ufpi.md) | COM | $363.0k | <0.1% | 4,000 |  | New +4,000 |

## Sold out

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

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [SCOTTS MIRACLE-GRO CO (SMG)](/companies/smg.md) | CL A | $0 | 0.0% | 0 |  | Sold out −168,000 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $0 | 0.0% | 0 |  | Sold out −18,700 |

Source: SEC EDGAR, Form 13F-HR, accession 0001096343-26-000065. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.