Markel Group
SuperinvestorMarkel Group Inc.
- SEC CIK
- 0001096343
- Manager
- Tom Gayner
- Style
- Quality, Value
- Latest filing
- Jul 31, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 1, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 137
- +2 vs. Q1 2025
- Portfolio value
- $11.8B
- +$566.6M (+5.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $811.9M | 6.9% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $744.2M | 6.3% | 00.0% | Unchanged | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 8,715,741 | $539.1M | 4.6% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,749,860 | $487.8M | 4.1% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 877,900 | $446.4M | 3.8% | +2000.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 2,030,760 | $445.5M | 3.8% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 999,285 | $354.8M | 3.0% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 920,000 | $337.3M | 2.9% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 1,167,671 | $277.9M | 2.3% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 527,480 | $262.4M | 2.2% | +4,750+0.9% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 359,360 | $254.3M | 2.2% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 2,031,665 | $251.9M | 2.1% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 1,227,290 | $251.8M | 2.1% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 565,169 | $249.6M | 2.1% | −25,331−4.3% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 220,200 | $231.0M | 2.0% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 280,281 | $206.9M | 1.7% | +200+0.1% | Added | History |
| LPLALPL Financial Holdings Inc. | COM | 544,604 | $204.2M | 1.7% | +5,500+1.0% | Added | History |
| PGRProgressive Corp | Stock | 753,750 | $201.1M | 1.7% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 1,451,800 | $193.1M | 1.6% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,229,000 | $183.8M | 1.6% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 2,394,544 | $172.9M | 1.5% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 748,750 | $163.7M | 1.4% | +5,250+0.7% | Added | History |
| LOWLowes Companies Inc | Stock | 717,230 | $159.1M | 1.3% | +9,000+1.3% | Added | History |
| NVONovo Nordisk A S | ADR | 2,258,588 | $155.9M | 1.3% | +108,588+5.1% | Added | History |
| AXPAmerican Express Co | Stock | 484,250 | $154.5M | 1.3% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $150.3M | 1.3% | 00.0% | Unchanged | History |
| APOApollo Global Management, Inc. | COM | 1,012,500 | $143.6M | 1.2% | 00.0% | Unchanged | History |
| DEODiageo PLC | SPON ADR NEW | 1,366,708 | $137.8M | 1.2% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 328,650 | $127.6M | 1.1% | +600+0.2% | Added | History |
| SCHWSchwab Charles Corp | Stock | 1,364,800 | $124.5M | 1.1% | 00.0% | Unchanged | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 2,193,953 | $121.3M | 1.0% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 207,540 | $116.6M | 1.0% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 391,000 | $114.0M | 1.0% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 213,890 | $107.3M | 0.9% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 572,000 | $100.8M | 0.9% | +15,000+2.7% | Added | History |
| DGDollar General Corp | COM | 869,250 | $99.4M | 0.8% | 00.0% | Unchanged | History |
| HEI.AHeico Corp | CL A | 379,644 | $98.2M | 0.8% | 00.0% | Unchanged | History |
| FNVFranco Nevada Corp | Stock | 569,500 | $93.4M | 0.8% | +44,250+8.4% | Added | History |
| JNJJohnson & Johnson | Stock | 610,800 | $93.3M | 0.8% | 00.0% | Unchanged | History |
| NVRNVR Inc | COM | 11,897 | $87.9M | 0.7% | +13+0.1% | Added | History |
| LINLinde PLC | Stock | 186,600 | $87.5M | 0.7% | +5,600+3.1% | Added | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,573,800 | $83.1M | 0.7% | +22,500+1.5% | Added | History |
| ROLRollins Inc | COM | 1,469,275 | $82.9M | 0.7% | +7,000+0.5% | Added | History |
| MSCIMSCI Inc. | Stock | 142,850 | $82.4M | 0.7% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 327,500 | $81.0M | 0.7% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 150,690 | $79.5M | 0.7% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 274,300 | $73.9M | 0.6% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 252,550 | $73.2M | 0.6% | 00.0% | Unchanged | History |
| CGCarlyle Group Inc. | COM | 1,327,000 | $68.2M | 0.6% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 236,500 | $60.5M | 0.5% | +7,000+3.1% | Added | History |
| SBUXStarbucks Corp | Stock | 623,818 | $57.2M | 0.5% | 00.0% | Unchanged | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 342,450 | $55.6M | 0.5% | +29,250+9.3% | Added | History |
| FDSFactset Research Systems Inc | Stock | 116,720 | $52.2M | 0.4% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 154,900 | $51.5M | 0.4% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 155,950 | $48.6M | 0.4% | 00.0% | Unchanged | History |
| FDXFedEx Corp | Stock | 213,000 | $48.4M | 0.4% | 00.0% | Unchanged | History |
| THGHanover Insurance Group, Inc. | COM | 281,000 | $47.7M | 0.4% | +1,000+0.4% | Added | History |
| ACNAccenture plc | Stock | 159,400 | $47.6M | 0.4% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 129,800 | $46.3M | 0.4% | +350+0.3% | Added | History |
| TSNTyson Foods, Inc. | Stock | 816,000 | $45.6M | 0.4% | +17,500+2.2% | Added | History |
| ITICInvestors Title Co | COM | 213,300 | $45.1M | 0.4% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 39,150 | $38.8M | 0.3% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 961,880 | $34.3M | 0.3% | 00.0% | Unchanged | History |
| YUMYum Brands Inc | Stock | 226,451 | $33.6M | 0.3% | +1,000+0.4% | Added | History |
| RTXRTX Corp | Stock | 224,000 | $32.7M | 0.3% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 94,172 | $32.3M | 0.3% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 447,400 | $31.8M | 0.3% | +2,000+0.4% | Added | History |
| HGTYHagerty, Inc. | CL A COM | 3,108,000 | $31.4M | 0.3% | 00.0% | Unchanged | History |
| ALLAllstate Corp | Stock | 154,550 | $31.1M | 0.3% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 314,000 | $30.3M | 0.3% | 00.0% | Unchanged | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 134,500 | $29.3M | 0.2% | +11,500+9.3% | Added | History |
| LMTLockheed Martin Corp | Stock | 62,263 | $28.8M | 0.2% | +800+1.3% | Added | History |
| ABNBAirbnb, Inc. | Stock | 212,003 | $28.1M | 0.2% | +28,183+15.3% | Added | History |
| HCAHCA Healthcare, Inc. | COM | 68,963 | $26.4M | 0.2% | +6,962+11.2% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 349,500 | $24.2M | 0.2% | +7,500+2.2% | Added | History |
| URIUnited Rentals, Inc. | COM | 31,150 | $23.5M | 0.2% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 843,000 | $23.2M | 0.2% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 97,278 | $22.4M | 0.2% | +11,500+13.4% | Added | History |
| PAYXPaychex Inc | Stock | 150,000 | $21.8M | 0.2% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 114,500 | $20.9M | 0.2% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 49,550 | $20.1M | 0.2% | +4,550+10.1% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 25,900 | $19.9M | 0.2% | 00.0% | Unchanged | History |
| CCKCrown Holdings, Inc. | COM | 189,500 | $19.5M | 0.2% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 91,000 | $19.4M | 0.2% | 00.0% | Unchanged | History |
| LAMRLamar Advertising Co | REIT | 158,000 | $19.2M | 0.2% | +21,000+15.3% | Added | History |
| EFXEquifax Inc | COM | 72,850 | $18.9M | 0.2% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 65,000 | $18.3M | 0.2% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 118,250 | $18.0M | 0.2% | −175,500−59.7% | Reduced | History |
| CARRCarrier Global Corp | Stock | 235,000 | $17.2M | 0.1% | 00.0% | Unchanged | History |
| RNRRenaissancere Holdings Ltd | COM | 70,000 | $17.0M | 0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 60,250 | $16.5M | 0.1% | +8,250+15.9% | Added | History |
| WFCWells Fargo & Company | Stock | 204,450 | $16.4M | 0.1% | 00.0% | Unchanged | History |
| SEICSEI Investments Co | COM | 173,200 | $15.6M | 0.1% | 00.0% | Unchanged | History |
| CHHChoice Hotels International Inc | COM | 115,500 | $14.7M | 0.1% | 00.0% | Unchanged | History |
| TGTTarget Corp | Stock | 133,000 | $13.1M | 0.1% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 474,187 | $12.8M | 0.1% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 96,210 | $12.7M | 0.1% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 102,750 | $11.9M | 0.1% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 123,500 | $11.5M | 0.1% | +1,500+1.2% | Added | History |
| OTISOtis Worldwide Corp | Stock | 114,620 | $11.3M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.