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 |
|---|---|---|---|---|---|---|---|
| SMGScotts Miracle-Gro Co | Stock | 168,000 | $11.1M | 0.1% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 121,500 | $11.1M | 0.1% | 00.0% | Unchanged | History |
| HXLHexcel Corp | COM | 189,000 | $10.7M | 0.1% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 136,500 | $9.17M | 0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 54,500 | $9.04M | 0.1% | 00.0% | Unchanged | History |
| TRUTransUnion | COM | 101,050 | $8.89M | 0.1% | 00.0% | Unchanged | History |
| SONYSony Group Corp | SPONSORED ADR | 335,000 | $8.72M | 0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 26,500 | $8.27M | 0.1% | −1,514−5.4% | Reduced | History |
| NSPInsperity, Inc. | COM | 131,728 | $7.92M | 0.1% | 00.0% | Unchanged | History |
| IQVIQVIA Holdings Inc. | Stock | 49,642 | $7.82M | 0.1% | −9,084−15.5% | Reduced | History |
| OIO-I Glass, Inc. | COM | 473,700 | $6.98M | 0.1% | −400,400−45.8% | Reduced | History |
| FIXComfort Systems USA Inc | COM | 13,000 | $6.97M | 0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 22,500 | $6.20M | 0.1% | +13,000+136.8% | Added | History |
| EMNEastman Chemical Co | Stock | 74,950 | $5.60M | <0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 14,000 | $5.42M | <0.1% | +14,000 | New | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 20,500 | $4.95M | <0.1% | +2,500+13.9% | Added | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $4.92M | <0.1% | 00.0% | Unchanged | History |
| CECelanese Corp | Stock | 81,300 | $4.50M | <0.1% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 60,750 | $4.46M | <0.1% | 00.0% | Unchanged | History |
| CBOECboe Global Markets, Inc. | COM | 19,000 | $4.43M | <0.1% | +13,000+216.7% | Added | History |
| GPKGraphic Packaging Holding Co | COM | 174,000 | $3.67M | <0.1% | −287,225−62.3% | Reduced | History |
| AMATApplied Materials Inc | Stock | 16,500 | $3.02M | <0.1% | +16,500 | New | History |
| MGMMGM Resorts International | Stock | 87,500 | $3.01M | <0.1% | +2,000+2.3% | Added | History |
| AYIAcuity Inc. (DE) | Stock | 9,750 | $2.91M | <0.1% | 00.0% | Unchanged | History |
| BALLBALL Corp | COM | 51,000 | $2.86M | <0.1% | 00.0% | Unchanged | History |
| WTWWillis Towers Watson PLC | SHS | 8,627 | $2.64M | <0.1% | 00.0% | Unchanged | History |
| DPZDominos Pizza Inc | COM | 5,500 | $2.48M | <0.1% | 00.0% | Unchanged | History |
| ITGartner Inc | COM | 5,700 | $2.30M | <0.1% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 2,720 | $2.14M | <0.1% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 65,000 | $2.12M | <0.1% | +65,000 | New | History |
| EXPEagle Materials Inc | COM | 9,000 | $1.82M | <0.1% | +5,500+157.1% | Added | History |
| SYYSysco Corp | Stock | 24,000 | $1.82M | <0.1% | +15,000+166.7% | Added | History |
| BCBrunswick Corp | COM | 29,500 | $1.63M | <0.1% | 00.0% | Unchanged | History |
| CSGPCostar Group, Inc. | COM | 18,600 | $1.50M | <0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 15,000 | $1.21M | <0.1% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 5,120 | $939.4K | <0.1% | 00.0% | Unchanged | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 11,000 | $755.9K | <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.