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 |
|---|---|---|---|---|---|---|---|
| BUDAnheuser-Busch InBev SA/NV | ADR | 11,000 | $755.9K | <0.1% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 5,120 | $939.4K | <0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 15,000 | $1.21M | <0.1% | 00.0% | Unchanged | History |
| CSGPCostar Group, Inc. | COM | 18,600 | $1.50M | <0.1% | 00.0% | Unchanged | History |
| BCBrunswick Corp | COM | 29,500 | $1.63M | <0.1% | 00.0% | Unchanged | History |
| SYYSysco Corp | Stock | 24,000 | $1.82M | <0.1% | +15,000+166.7% | Added | History |
| EXPEagle Materials Inc | COM | 9,000 | $1.82M | <0.1% | +5,500+157.1% | Added | History |
| CSXCSX Corp | Stock | 65,000 | $2.12M | <0.1% | +65,000 | New | History |
| INTUIntuit Inc. | Stock | 2,720 | $2.14M | <0.1% | 00.0% | Unchanged | History |
| ITGartner Inc | COM | 5,700 | $2.30M | <0.1% | 00.0% | Unchanged | History |
| DPZDominos Pizza Inc | COM | 5,500 | $2.48M | <0.1% | 00.0% | Unchanged | History |
| WTWWillis Towers Watson PLC | SHS | 8,627 | $2.64M | <0.1% | 00.0% | Unchanged | History |
| BALLBALL Corp | COM | 51,000 | $2.86M | <0.1% | 00.0% | Unchanged | History |
| AYIAcuity Inc. (DE) | Stock | 9,750 | $2.91M | <0.1% | 00.0% | Unchanged | History |
| MGMMGM Resorts International | Stock | 87,500 | $3.01M | <0.1% | +2,000+2.3% | Added | History |
| AMATApplied Materials Inc | Stock | 16,500 | $3.02M | <0.1% | +16,500 | New | History |
| GPKGraphic Packaging Holding Co | COM | 174,000 | $3.67M | <0.1% | −287,225−62.3% | Reduced | History |
| CBOECboe Global Markets, Inc. | COM | 19,000 | $4.43M | <0.1% | +13,000+216.7% | Added | History |
| WRBBerkley W R Corp | COM | 60,750 | $4.46M | <0.1% | 00.0% | Unchanged | History |
| CECelanese Corp | Stock | 81,300 | $4.50M | <0.1% | 00.0% | Unchanged | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $4.92M | <0.1% | 00.0% | Unchanged | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 20,500 | $4.95M | <0.1% | +2,500+13.9% | Added | History |
| ADBEAdobe Inc. | Stock | 14,000 | $5.42M | <0.1% | +14,000 | New | History |
| EMNEastman Chemical Co | Stock | 74,950 | $5.60M | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 22,500 | $6.20M | 0.1% | +13,000+136.8% | Added | History |
| FIXComfort Systems USA Inc | COM | 13,000 | $6.97M | 0.1% | 00.0% | Unchanged | History |
| OIO-I Glass, Inc. | COM | 473,700 | $6.98M | 0.1% | −400,400−45.8% | Reduced | History |
| IQVIQVIA Holdings Inc. | Stock | 49,642 | $7.82M | 0.1% | −9,084−15.5% | Reduced | History |
| NSPInsperity, Inc. | COM | 131,728 | $7.92M | 0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 26,500 | $8.27M | 0.1% | −1,514−5.4% | Reduced | History |
| SONYSony Group Corp | SPONSORED ADR | 335,000 | $8.72M | 0.1% | 00.0% | Unchanged | History |
| TRUTransUnion | COM | 101,050 | $8.89M | 0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 54,500 | $9.04M | 0.1% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 136,500 | $9.17M | 0.1% | 00.0% | Unchanged | History |
| HXLHexcel Corp | COM | 189,000 | $10.7M | 0.1% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 121,500 | $11.1M | 0.1% | 00.0% | Unchanged | History |
| SMGScotts Miracle-Gro Co | Stock | 168,000 | $11.1M | 0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 114,620 | $11.3M | 0.1% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 123,500 | $11.5M | 0.1% | +1,500+1.2% | Added | History |
| SHOPShopify Inc. | Stock | 102,750 | $11.9M | 0.1% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 96,210 | $12.7M | 0.1% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 474,187 | $12.8M | 0.1% | 00.0% | Unchanged | History |
| TGTTarget Corp | Stock | 133,000 | $13.1M | 0.1% | 00.0% | Unchanged | History |
| CHHChoice Hotels International Inc | COM | 115,500 | $14.7M | 0.1% | 00.0% | Unchanged | History |
| SEICSEI Investments Co | COM | 173,200 | $15.6M | 0.1% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 204,450 | $16.4M | 0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 60,250 | $16.5M | 0.1% | +8,250+15.9% | Added | History |
| RNRRenaissancere Holdings Ltd | COM | 70,000 | $17.0M | 0.1% | 00.0% | Unchanged | History |
| CARRCarrier Global Corp | Stock | 235,000 | $17.2M | 0.1% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 118,250 | $18.0M | 0.2% | −175,500−59.7% | Reduced | History |
| APDAir Products & Chemicals, Inc. | Stock | 65,000 | $18.3M | 0.2% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 72,850 | $18.9M | 0.2% | 00.0% | Unchanged | History |
| LAMRLamar Advertising Co | REIT | 158,000 | $19.2M | 0.2% | +21,000+15.3% | Added | History |
| COFCapital One Financial Corp | Stock | 91,000 | $19.4M | 0.2% | 00.0% | Unchanged | History |
| CCKCrown Holdings, Inc. | COM | 189,500 | $19.5M | 0.2% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 25,900 | $19.9M | 0.2% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 49,550 | $20.1M | 0.2% | +4,550+10.1% | Added | History |
| PMPhilip Morris International Inc. | Stock | 114,500 | $20.9M | 0.2% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 150,000 | $21.8M | 0.2% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 97,278 | $22.4M | 0.2% | +11,500+13.4% | Added | History |
| BF.ABrown Forman Corp | CL A | 843,000 | $23.2M | 0.2% | 00.0% | Unchanged | History |
| URIUnited Rentals, Inc. | COM | 31,150 | $23.5M | 0.2% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 349,500 | $24.2M | 0.2% | +7,500+2.2% | Added | History |
| HCAHCA Healthcare, Inc. | COM | 68,963 | $26.4M | 0.2% | +6,962+11.2% | Added | History |
| ABNBAirbnb, Inc. | Stock | 212,003 | $28.1M | 0.2% | +28,183+15.3% | Added | History |
| LMTLockheed Martin Corp | Stock | 62,263 | $28.8M | 0.2% | +800+1.3% | Added | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 134,500 | $29.3M | 0.2% | +11,500+9.3% | Added | History |
| TROWPrice T Rowe Group Inc | Stock | 314,000 | $30.3M | 0.3% | 00.0% | Unchanged | History |
| ALLAllstate Corp | Stock | 154,550 | $31.1M | 0.3% | 00.0% | Unchanged | History |
| HGTYHagerty, Inc. | CL A COM | 3,108,000 | $31.4M | 0.3% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 447,400 | $31.8M | 0.3% | +2,000+0.4% | Added | History |
| SHWSherwin Williams Co | COM | 94,172 | $32.3M | 0.3% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 224,000 | $32.7M | 0.3% | 00.0% | Unchanged | History |
| YUMYum Brands Inc | Stock | 226,451 | $33.6M | 0.3% | +1,000+0.4% | Added | History |
| CMCSAComcast Corp | Stock | 961,880 | $34.3M | 0.3% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 39,150 | $38.8M | 0.3% | 00.0% | Unchanged | History |
| ITICInvestors Title Co | COM | 213,300 | $45.1M | 0.4% | 00.0% | Unchanged | History |
| TSNTyson Foods, Inc. | Stock | 816,000 | $45.6M | 0.4% | +17,500+2.2% | Added | History |
| AONAon plc | CL A | 129,800 | $46.3M | 0.4% | +350+0.3% | Added | History |
| ACNAccenture plc | Stock | 159,400 | $47.6M | 0.4% | 00.0% | Unchanged | History |
| THGHanover Insurance Group, Inc. | COM | 281,000 | $47.7M | 0.4% | +1,000+0.4% | Added | History |
| FDXFedEx Corp | Stock | 213,000 | $48.4M | 0.4% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 155,950 | $48.6M | 0.4% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 154,900 | $51.5M | 0.4% | 00.0% | Unchanged | History |
| FDSFactset Research Systems Inc | Stock | 116,720 | $52.2M | 0.4% | 00.0% | Unchanged | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 342,450 | $55.6M | 0.5% | +29,250+9.3% | Added | History |
| SBUXStarbucks Corp | Stock | 623,818 | $57.2M | 0.5% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 236,500 | $60.5M | 0.5% | +7,000+3.1% | Added | History |
| CGCarlyle Group Inc. | COM | 1,327,000 | $68.2M | 0.6% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 252,550 | $73.2M | 0.6% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 274,300 | $73.9M | 0.6% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 150,690 | $79.5M | 0.7% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 327,500 | $81.0M | 0.7% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 142,850 | $82.4M | 0.7% | 00.0% | Unchanged | History |
| ROLRollins Inc | COM | 1,469,275 | $82.9M | 0.7% | +7,000+0.5% | Added | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,573,800 | $83.1M | 0.7% | +22,500+1.5% | Added | History |
| LINLinde PLC | Stock | 186,600 | $87.5M | 0.7% | +5,600+3.1% | Added | History |
| NVRNVR Inc | COM | 11,897 | $87.9M | 0.7% | +13+0.1% | Added | History |
| JNJJohnson & Johnson | Stock | 610,800 | $93.3M | 0.8% | 00.0% | Unchanged | History |
| FNVFranco Nevada Corp | Stock | 569,500 | $93.4M | 0.8% | +44,250+8.4% | Added | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.