Markel Group
SuperinvestorMarkel Group Inc.
- SEC CIK
- 0001096343
- Manager
- Tom Gayner
- Style
- Quality, Value
- Latest filing
- Jul 31, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 2, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 135
- +3 vs. Q4 2024
- Portfolio value
- $11.3B
- −$82.8M (−0.7%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $889.5M | 7.9% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $815.9M | 7.2% | 00.0% | Unchanged | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 8,715,741 | $456.8M | 4.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,749,860 | $429.6M | 3.8% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 877,700 | $411.9M | 3.7% | +2,750+0.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 2,030,760 | $386.4M | 3.4% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 999,285 | $350.2M | 3.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 920,000 | $337.2M | 3.0% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 590,500 | $300.2M | 2.7% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 1,227,290 | $272.6M | 2.4% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 1,167,671 | $235.5M | 2.1% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 753,750 | $213.3M | 1.9% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | Stock | 220,200 | $208.4M | 1.9% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 2,031,665 | $200.5M | 1.8% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 359,360 | $196.3M | 1.7% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 522,730 | $196.2M | 1.7% | +3,250+0.6% | Added | History |
| RLIRli Corp | COM | 2,394,544 | $192.4M | 1.7% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 743,500 | $181.4M | 1.6% | +8,000+1.1% | Added | History |
| LPLALPL Financial Holdings Inc. | COM | 539,104 | $176.4M | 1.6% | +6,700+1.3% | Added | History |
| BXBlackstone Inc. | COM | 1,229,000 | $171.8M | 1.5% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 1,451,800 | $167.8M | 1.5% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 708,230 | $165.2M | 1.5% | +6,750+1.0% | Added | History |
| METAMeta Platforms, Inc. | Stock | 280,081 | $161.4M | 1.4% | +1,700+0.6% | Added | History |
| NVONovo Nordisk A S | ADR | 2,150,000 | $149.3M | 1.3% | 00.0% | Unchanged | History |
| DEODiageo PLC | SPON ADR NEW | 1,366,708 | $143.2M | 1.3% | 00.0% | Unchanged | History |
| APOApollo Global Management, Inc. | COM | 1,012,500 | $138.7M | 1.2% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 484,250 | $130.3M | 1.2% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $130.1M | 1.2% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 207,540 | $113.8M | 1.0% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 328,050 | $108.2M | 1.0% | +3,250+1.0% | Added | History |
| SCHWSchwab Charles Corp | Stock | 1,364,800 | $106.8M | 0.9% | +1,000+0.1% | Added | History |
| GDGeneral Dynamics Corp | Stock | 391,000 | $106.6M | 0.9% | 00.0% | Unchanged | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 2,193,953 | $106.3M | 0.9% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 610,800 | $101.3M | 0.9% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 213,890 | $99.6M | 0.9% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 557,000 | $86.1M | 0.8% | +2,000+0.4% | Added | History |
| NVRNVR Inc | COM | 11,884 | $86.1M | 0.8% | +70+0.6% | Added | History |
| LINLinde PLC | Stock | 181,000 | $84.3M | 0.7% | +13,000+7.7% | Added | History |
| FNVFranco Nevada Corp | Stock | 525,250 | $82.8M | 0.7% | +42,000+8.7% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 327,500 | $81.2M | 0.7% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 142,850 | $80.8M | 0.7% | 00.0% | Unchanged | History |
| HEI.AHeico Corp | CL A | 379,644 | $80.1M | 0.7% | 00.0% | Unchanged | History |
| ROLRollins Inc | COM | 1,462,275 | $79.0M | 0.7% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 150,690 | $76.6M | 0.7% | 00.0% | Unchanged | History |
| DGDollar General Corp | COM | 869,250 | $76.4M | 0.7% | +33,500+4.0% | Added | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,551,300 | $74.5M | 0.7% | +77,000+5.2% | Added | History |
| ECLEcolab Inc. | Stock | 274,300 | $69.5M | 0.6% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 252,550 | $62.0M | 0.6% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 623,818 | $61.2M | 0.5% | +6,500+1.1% | Added | History |
| CGCarlyle Group Inc. | COM | 1,327,000 | $57.8M | 0.5% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 229,500 | $54.4M | 0.5% | 00.0% | Unchanged | History |
| FDSFactset Research Systems Inc | Stock | 116,720 | $53.1M | 0.5% | 00.0% | Unchanged | History |
| FDXFedEx Corp | Stock | 213,000 | $51.9M | 0.5% | +6,500+3.1% | Added | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 313,200 | $51.8M | 0.5% | +12,500+4.2% | Added | History |
| AONAon plc | CL A | 129,450 | $51.7M | 0.5% | +3,250+2.6% | Added | History |
| ITICInvestors Title Co | COM | 213,300 | $51.4M | 0.5% | 00.0% | Unchanged | History |
| TSNTyson Foods, Inc. | Stock | 798,500 | $51.0M | 0.5% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 159,400 | $49.7M | 0.4% | 00.0% | Unchanged | History |
| THGHanover Insurance Group, Inc. | COM | 280,000 | $48.7M | 0.4% | +13,000+4.9% | Added | History |
| VRSKVerisk Analytics, Inc. | COM | 155,950 | $46.4M | 0.4% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 293,750 | $43.1M | 0.4% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 154,900 | $40.0M | 0.4% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 39,150 | $37.0M | 0.3% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 961,880 | $35.5M | 0.3% | 00.0% | Unchanged | History |
| YUMYum Brands Inc | Stock | 225,451 | $35.5M | 0.3% | +19,949+9.7% | Added | History |
| SHWSherwin Williams Co | COM | 94,172 | $32.9M | 0.3% | 00.0% | Unchanged | History |
| ALLAllstate Corp | Stock | 154,550 | $32.0M | 0.3% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 224,000 | $29.7M | 0.3% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 314,000 | $28.8M | 0.3% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 445,400 | $28.3M | 0.3% | +13,000+3.0% | Added | History |
| BF.ABrown Forman Corp | CL A | 843,000 | $28.2M | 0.3% | 00.0% | Unchanged | History |
| HGTYHagerty, Inc. | CL A COM | 3,108,000 | $28.1M | 0.2% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 61,463 | $27.5M | 0.2% | +5,100+9.0% | Added | History |
| PAYXPaychex Inc | Stock | 150,000 | $23.1M | 0.2% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 45,000 | $22.4M | 0.2% | +3,900+9.5% | Added | History |
| ABNBAirbnb, Inc. | Stock | 183,820 | $22.0M | 0.2% | +68,510+59.4% | Added | History |
| HCAHCA Healthcare, Inc. | COM | 62,001 | $21.4M | 0.2% | +5,421+9.6% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 342,000 | $21.1M | 0.2% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 85,778 | $20.3M | 0.2% | 00.0% | Unchanged | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 123,000 | $19.7M | 0.2% | +17,000+16.0% | Added | History |
| URIUnited Rentals, Inc. | COM | 31,150 | $19.5M | 0.2% | +1,500+5.1% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 65,000 | $19.2M | 0.2% | +500+0.8% | Added | History |
| PMPhilip Morris International Inc. | Stock | 114,500 | $18.2M | 0.2% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 72,850 | $17.7M | 0.2% | 00.0% | Unchanged | History |
| CCKCrown Holdings, Inc. | COM | 189,500 | $16.9M | 0.2% | 00.0% | Unchanged | History |
| RNRRenaissancere Holdings Ltd | COM | 70,000 | $16.8M | 0.1% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 91,000 | $16.3M | 0.1% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 474,187 | $16.1M | 0.1% | 00.0% | Unchanged | History |
| LAMRLamar Advertising Co | REIT | 137,000 | $15.6M | 0.1% | +13,000+10.5% | Added | History |
| CHHChoice Hotels International Inc | COM | 115,500 | $15.3M | 0.1% | 00.0% | Unchanged | History |
| CARRCarrier Global Corp | Stock | 235,000 | $14.9M | 0.1% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 204,450 | $14.7M | 0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 28,014 | $14.7M | 0.1% | +1,300+4.9% | Added | History |
| PEPPepsiCo Inc | Stock | 96,210 | $14.4M | 0.1% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 25,900 | $14.2M | 0.1% | 00.0% | Unchanged | History |
| TGTTarget Corp | Stock | 133,000 | $13.9M | 0.1% | 00.0% | Unchanged | History |
| SEICSEI Investments Co | COM | 173,200 | $13.4M | 0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 52,000 | $12.4M | 0.1% | +5,000+10.6% | Added | History |
| GPKGraphic Packaging Holding Co | COM | 461,225 | $12.0M | 0.1% | +34,000+8.0% | Added | History |
| OTISOtis Worldwide Corp | Stock | 114,620 | $11.8M | 0.1% | 00.0% | Unchanged | History |