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 |
|---|---|---|---|---|---|---|---|
| HEI.AHeico Corp | CL A | 379,644 | $98.2M | 0.8% | 00.0% | Unchanged | History |
| DGDollar General Corp | COM | 869,250 | $99.4M | 0.8% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 572,000 | $100.8M | 0.9% | +15,000+2.7% | Added | History |
| MCOMoodys Corp | Stock | 213,890 | $107.3M | 0.9% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 391,000 | $114.0M | 1.0% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 207,540 | $116.6M | 1.0% | 00.0% | Unchanged | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 2,193,953 | $121.3M | 1.0% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 1,364,800 | $124.5M | 1.1% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 328,650 | $127.6M | 1.1% | +600+0.2% | Added | History |
| DEODiageo PLC | SPON ADR NEW | 1,366,708 | $137.8M | 1.2% | 00.0% | Unchanged | History |
| APOApollo Global Management, Inc. | COM | 1,012,500 | $143.6M | 1.2% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $150.3M | 1.3% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 484,250 | $154.5M | 1.3% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 2,258,588 | $155.9M | 1.3% | +108,588+5.1% | Added | History |
| LOWLowes Companies Inc | Stock | 717,230 | $159.1M | 1.3% | +9,000+1.3% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 748,750 | $163.7M | 1.4% | +5,250+0.7% | Added | History |
| RLIRli Corp | COM | 2,394,544 | $172.9M | 1.5% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,229,000 | $183.8M | 1.6% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 1,451,800 | $193.1M | 1.6% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 753,750 | $201.1M | 1.7% | 00.0% | Unchanged | History |
| LPLALPL Financial Holdings Inc. | COM | 544,604 | $204.2M | 1.7% | +5,500+1.0% | Added | History |
| METAMeta Platforms, Inc. | Stock | 280,281 | $206.9M | 1.7% | +200+0.1% | Added | History |
| BLKBlackRock, Inc. | Stock | 220,200 | $231.0M | 2.0% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 565,169 | $249.6M | 2.1% | −25,331−4.3% | Reduced | History |
| AAPLApple Inc. | Stock | 1,227,290 | $251.8M | 2.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 2,031,665 | $251.9M | 2.1% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 359,360 | $254.3M | 2.2% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 527,480 | $262.4M | 2.2% | +4,750+0.9% | Added | History |
| ADIAnalog Devices Inc | Stock | 1,167,671 | $277.9M | 2.3% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 920,000 | $337.3M | 2.9% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 999,285 | $354.8M | 3.0% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 2,030,760 | $445.5M | 3.8% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 877,900 | $446.4M | 3.8% | +2000.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 2,749,860 | $487.8M | 4.1% | 00.0% | Unchanged | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 8,715,741 | $539.1M | 4.6% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $744.2M | 6.3% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $811.9M | 6.9% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.