MARKEL GROUP INC.
SuperinvestorMarkel Group
- SEC CIK
- 0001096343
- Manager
- Tom Gayner
- Style
- Quality, Value
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Jul 31, 2026.SEC
- Positions
- 130
- +1 vs. Q1 2026
- Total value
- $13.13B
- +$1.19B (+10.0%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGALPHABET INC CAP STK CL C | Stock | 2,749,860 | $971.61M | 7.40% | 00.0% | Unchanged | View |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 1,114 | $834.22M | 6.35% | 00.0% | Unchanged | View |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 1,531,971 | $766.58M | 5.84% | 00.0% | Unchanged | View |
| DEDEERE & CO COM | Stock | 877,900 | $556.88M | 4.24% | 00.0% | Unchanged | View |
| BNBROOKFIELD CORP | CL A LTD VT SH | 13,073,609 | $556.81M | 4.24% | 00.0% | Unchanged | View |
| AMZNAMAZON COM INC COM | Stock | 2,030,760 | $484.01M | 3.69% | 00.0% | Unchanged | View |
| ADIANALOG DEVICES INC COM | Stock | 999,671 | $397.04M | 3.02% | −23,574−2.3% | Reduced | View |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 359,360 | $363.45M | 2.77% | 00.0% | Unchanged | View |
| AAPLAPPLE INC COM | Stock | 1,227,290 | $355.13M | 2.70% | 00.0% | Unchanged | View |
| CATCATERPILLAR INC COM | Stock | 328,650 | $349.98M | 2.67% | 00.0% | Unchanged | View |
| VVISA INC COM CL A | Stock | 1,013,912 | $347.86M | 2.65% | +9,581+1.0% | Added | View |
| HDHOME DEPOT INC COM | Stock | 922,500 | $325.35M | 2.48% | +2,500+0.3% | Added | View |
| WSOWATSCO INC | COM | 597,750 | $249.1M | 1.90% | +15,581+2.7% | Added | View |
| TXNTEXAS INSTRS INC COM | Stock | 724,000 | $215.8M | 1.64% | 00.0% | Unchanged | View |
| BLKBLACKROCK INC COM | Stock | 220,200 | $211.74M | 1.61% | 00.0% | Unchanged | View |
| GOOGLALPHABET INC CAP STK CL A | Stock | 572,000 | $204.42M | 1.56% | 00.0% | Unchanged | View |
| MSFTMICROSOFT CORP COM | Stock | 537,630 | $200.55M | 1.53% | 00.0% | Unchanged | View |
| DISDISNEY WALT CO COM | Stock | 2,031,665 | $195.55M | 1.49% | 00.0% | Unchanged | View |
| AXPAMERICAN EXPRESS CO COM | Stock | 490,450 | $165.89M | 1.26% | 00.0% | Unchanged | View |
| LOWLOWES COS INC COM | Stock | 751,980 | $165.8M | 1.26% | +13,500+1.8% | Added | View |
| PGRPROGRESSIVE CORP COM | Stock | 753,750 | $164.66M | 1.25% | 00.0% | Unchanged | View |
| FNVFRANCO NEV CORP COM | Stock | 773,500 | $161.23M | 1.23% | +65,000+9.2% | Added | View |
| LPLALPL FINL HLDGS INC | COM | 559,951 | $157.73M | 1.20% | 00.0% | Unchanged | View |
| JNJJOHNSON & JOHNSON COM | Stock | 610,800 | $155.12M | 1.18% | 00.0% | Unchanged | View |
| BXBLACKSTONE INC | COM | 1,229,000 | $144.62M | 1.10% | 00.0% | Unchanged | View |
| RLIRLI CORP | COM | 2,394,544 | $141.45M | 1.08% | 00.0% | Unchanged | View |
| GDGENERAL DYNAMICS CORP COM | Stock | 391,000 | $138.51M | 1.05% | 00.0% | Unchanged | View |
| NVONOVO-NORDISK A S ADR | ADR | 2,869,774 | $137.58M | 1.05% | 00.0% | Unchanged | View |
| KKRKKR & CO INC | COM | 1,451,800 | $133.25M | 1.01% | 00.0% | Unchanged | View |
| METAMETA PLATFORMS INC CL A | Stock | 234,163 | $131.9M | 1.00% | −14,140−5.7% | Reduced | View |
| SCHWCHARLES SCHWAB CORP (THE) COM | Stock | 1,394,800 | $128.7M | 0.98% | +11,000+0.8% | Added | View |
| MRSHMARSH & MCLENNAN COS INC COM | Stock | 763,500 | $127.25M | 0.97% | 00.0% | Unchanged | View |
| APOAPOLLO GLOBAL MGMT INC | COM | 1,012,500 | $119.79M | 0.91% | 00.0% | Unchanged | View |
| ADMARCHER DANIELS MIDLAND CO COM | Stock | 1,505,800 | $115.04M | 0.88% | 00.0% | Unchanged | View |
| LINLINDE PLC SHS | Stock | 215,600 | $111.88M | 0.85% | +11,000+5.4% | Added | View |
| DEODIAGEO PLC | SPON ADR NEW | 1,372,208 | $110.3M | 0.84% | 00.0% | Unchanged | View |
| MAMASTERCARD INCORPORATED CL A | Stock | 207,540 | $106.59M | 0.81% | 00.0% | Unchanged | View |
| DGDOLLAR GEN CORP NEW | COM | 869,250 | $100.06M | 0.76% | 00.0% | Unchanged | View |
| BAMBROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 2,193,953 | $98.4M | 0.75% | 00.0% | Unchanged | View |
| HEI.AHEICO CORP NEW | CL A | 379,644 | $97.91M | 0.75% | 00.0% | Unchanged | View |
| MCOMOODYS CORP COM | Stock | 213,890 | $96.88M | 0.74% | 00.0% | Unchanged | View |
| ODFLOLD DOMINION FREIGHT LINE IN | COM | 429,150 | $92.95M | 0.71% | 00.0% | Unchanged | View |
| NSCNORFOLK SOUTHN CORP COM | Stock | 282,500 | $88.87M | 0.68% | 00.0% | Unchanged | View |
| ITWILLINOIS TOOL WKS INC COM | Stock | 327,500 | $88.58M | 0.67% | 00.0% | Unchanged | View |
| JPMJPMORGAN CHASE & CO COM | Stock | 252,550 | $82.67M | 0.63% | 00.0% | Unchanged | View |
| NVRNVR INC | COM | 12,097 | $82.42M | 0.63% | +10+0.1% | Added | View |
| MSCIMSCI INC COM | Stock | 142,850 | $80M | 0.61% | 00.0% | Unchanged | View |
| ROKROCKWELL AUTOMATION INC COM | Stock | 154,900 | $76.69M | 0.58% | 00.0% | Unchanged | View |
| ECLECOLAB INC COM | Stock | 274,300 | $76.42M | 0.58% | 00.0% | Unchanged | View |
| SUNBSUNBELT RENTALS HOLDINGS INC | SHS | 974,361 | $72.89M | 0.56% | +11,000+1.1% | Added | View |
| SBUXSTARBUCKS CORP COM | Stock | 623,818 | $63.75M | 0.49% | 00.0% | Unchanged | View |
| ROLROLLINS INC | COM | 1,516,525 | $63.3M | 0.48% | +18,500+1.2% | Added | View |
| THGHANOVER INS GROUP INC | COM | 281,000 | $60.17M | 0.46% | 00.0% | Unchanged | View |
| ITICINVESTORS TITLE CO NC | COM | 213,300 | $58.38M | 0.44% | 00.0% | Unchanged | View |
| CGCARLYLE GROUP INC | COM | 1,327,000 | $55.88M | 0.43% | 00.0% | Unchanged | View |
| TSNTYSON FOODS INC CL A | Stock | 913,500 | $52.3M | 0.40% | +24,000+2.7% | Added | View |
| SPGIS&P GLOBAL INC COM | Stock | 117,690 | $47.93M | 0.37% | 00.0% | Unchanged | View |
| AONAON PLC | CL A | 135,800 | $45.04M | 0.34% | 00.0% | Unchanged | View |
| UNPUNION PAC CORP COM | Stock | 161,028 | $43.8M | 0.33% | +10,750+7.2% | Added | View |
| FERGFERGUSON ENTERPRISES INC | COMMON STOCK NEW | 180,200 | $42.77M | 0.33% | +9,500+5.6% | Added | View |
| RTXRTX CORPORATION COM | Stock | 224,000 | $42.5M | 0.32% | 00.0% | Unchanged | View |
| CSCOCISCO SYS INC COM | Stock | 355,500 | $41.76M | 0.32% | 00.0% | Unchanged | View |
| MELIMERCADOLIBRE INC | COM | 24,000 | $40.74M | 0.31% | +18,550+340.4% | Added | View |
| YUMYUM BRANDS INC COM | Stock | 245,213 | $39.2M | 0.30% | 00.0% | Unchanged | View |
| MARMARRIOTT INTL INC NEW CL A | Stock | 99,500 | $36.87M | 0.28% | +5,750+6.1% | Added | View |
| ALLALLSTATE CORP COM | Stock | 154,550 | $36.77M | 0.28% | 00.0% | Unchanged | View |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 73,100 | $36.65M | 0.28% | +6,000+8.9% | Added | View |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 39,150 | $36.62M | 0.28% | 00.0% | Unchanged | View |
| HGTYHAGERTY INC | CL A COM | 3,108,000 | $35.9M | 0.27% | 00.0% | Unchanged | View |
| TROWPRICE T ROWE GROUP INC COM | Stock | 314,000 | $35.7M | 0.27% | 00.0% | Unchanged | View |
| URIUNITED RENTALS INC | COM | 31,150 | $35.29M | 0.27% | 00.0% | Unchanged | View |
| ABNBAIRBNB INC COM CL A | Stock | 242,389 | $34.69M | 0.26% | 00.0% | Unchanged | View |
| LMTLOCKHEED MARTIN CORP COM | Stock | 65,213 | $33.22M | 0.25% | 00.0% | Unchanged | View |
| HCAHCA HEALTHCARE INC | COM | 84,366 | $32.89M | 0.25% | +1,936+2.3% | Added | View |
| SHWSHERWIN WILLIAMS CO | COM | 94,172 | $32.43M | 0.25% | 00.0% | Unchanged | View |
| FDSFACTSET RESH SYS INC COM | Stock | 135,376 | $31.15M | 0.24% | 00.0% | Unchanged | View |
| LAMRLAMAR ADVERTISING CO CL A | REIT | 193,000 | $30.1M | 0.23% | 00.0% | Unchanged | View |
| VRSKVERISK ANALYTICS INC | COM | 155,950 | $28M | 0.21% | 00.0% | Unchanged | View |
| CSXCSX CORP COM | Stock | 584,500 | $27.78M | 0.21% | +54,500+10.3% | Added | View |
| AMATAPPLIED MATLS INC COM | Stock | 36,350 | $26.28M | 0.20% | 00.0% | Unchanged | View |
| APDAIR PRODUCTS AND CHEMICALS INC COM | Stock | 88,500 | $25.95M | 0.20% | +13,000+17.2% | Added | View |
| FIXCOMFORT SYS USA INC | COM | 13,000 | $25.77M | 0.20% | 00.0% | Unchanged | View |
| CCKCROWN HLDGS INC | COM | 220,000 | $24.6M | 0.19% | 00.0% | Unchanged | View |
| BF.ABROWN FORMAN CORP | CL A | 843,000 | $23.06M | 0.18% | 00.0% | Unchanged | View |
| RNRRENAISSANCERE HLDGS LTD | COM | 70,000 | $22.18M | 0.17% | 00.0% | Unchanged | View |
| EPDENTERPRISE PRODS PARTNERS L P COM | Stock | 569,000 | $20.92M | 0.16% | +367,000+181.7% | Added | View |
| PMPHILIP MORRIS INTL INC COM | Stock | 114,500 | $20.71M | 0.16% | 00.0% | Unchanged | View |
| ACNACCENTURE PLC IRELAND SHS CLASS A | Stock | 159,400 | $19.84M | 0.15% | 00.0% | Unchanged | View |
| CMCSACOMCAST CORP NEW CL A | Stock | 802,074 | $19.69M | 0.15% | −159,806−16.6% | Reduced | View |
| HXLHEXCEL CORP NEW | COM | 189,000 | $18.91M | 0.14% | 00.0% | Unchanged | View |
| NKENIKE INC CL B | Stock | 447,400 | $18.37M | 0.14% | 00.0% | Unchanged | View |
| COFCAPITAL ONE FINL CORP COM | Stock | 91,000 | $18.26M | 0.14% | 00.0% | Unchanged | View |
| BNYBANK OF NY MELLON CORP COM | Stock | 124,500 | $18M | 0.14% | 00.0% | Unchanged | View |
| CARRCARRIER GLOBAL CORPORATION COM | Stock | 235,000 | $17.24M | 0.13% | 00.0% | Unchanged | View |
| WFCWELLS FARGO & CO COM | Stock | 204,450 | $16.9M | 0.13% | 00.0% | Unchanged | View |
| SEICSEI INVTS CO | COM | 173,200 | $15.19M | 0.12% | 00.0% | Unchanged | View |
| PAYXPAYCHEX INC COM | Stock | 150,000 | $14.75M | 0.11% | 00.0% | Unchanged | View |
| HSYHERSHEY CO | COM | 75,000 | $13.16M | 0.10% | 00.0% | Unchanged | View |
| PEPPEPSICO INC COM | Stock | 96,210 | $13.03M | 0.10% | 00.0% | Unchanged | View |
| BF.BBROWN FORMAN CORP CL B | Stock | 474,187 | $12.64M | 0.10% | 00.0% | Unchanged | View |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are no longer in this filing.
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Jul 31, 2026 | 130 | $13.13B | vs. Q1 2026 | SEC |
| Q1 2026 | May 1, 2026 | 129 | $11.94B | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 6, 2026 | 128 | $12.54B | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 31, 2025 | 129 | $12.32B | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 1, 2025 | 137 | $11.83B | vs. Q1 2025 | SEC |
| Q1 2025 | May 2, 2025 | 135 | $11.26B | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 7, 2025 | 132 | $11.34B | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 1, 2024 | 132 | $11.11B | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 2, 2024 | 134 | $10.17B | vs. Q1 2024 | SEC |
| Q1 2024 | May 3, 2024 | 132 | $10.14B | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 2, 2024 | 128 | $9.2B | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 3, 2023 | 133 | $8.28B | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 4, 2023 | 131 | $8.4B | vs. Q1 2023 | SEC |
| Q1 2023 | Apr 28, 2023 | 131 | $7.86B | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 3, 2023 | 134 | $7.46B | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 4, 2022 | 131 | $6.77B | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 5, 2022 | 131 | $6.99B | vs. Q1 2022 | SEC |
| Q1 2022 | Jun 13, 2022Amended | 126 | $8.43B | vs. Q4 2021 | SECSEC |
| Q4 2021 | Jun 13, 2022Amended | 120 | $8.74B | vs. Q3 2021 | SECSEC |
| Q3 2021 | Nov 5, 2021 | 125 | $7.91B | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 6, 2021 | 125 | $7.9B | vs. Q1 2021 | SEC |
| Q1 2021 | Apr 30, 2021 | 118 | $7.23B | – | SEC |