Markel Group
SuperinvestorMarkel Group Inc.
- SEC CIK
- 0001096343
- Manager
- Tom Gayner
- Style
- Quality, Value
- Latest filing
- Jul 31, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 31, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 129
- −8 vs. Q2 2025
- Portfolio value
- $12.3B
- +$493.0M (+4.2%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GDGeneral Dynamics Corp | Stock | 391,000 | $133.3M | 1.1% | 00.0% | Unchanged | History |
| APOApollo Global Management, Inc. | COM | 1,012,500 | $134.9M | 1.1% | 00.0% | Unchanged | History |
| FNVFranco Nevada Corp | Stock | 605,500 | $135.0M | 1.1% | +36,000+6.3% | Added | History |
| GOOGLAlphabet Inc. | Stock | 572,000 | $139.1M | 1.1% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 755,000 | $152.2M | 1.2% | +6,250+0.8% | Added | History |
| RLIRli Corp | COM | 2,394,544 | $156.2M | 1.3% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 328,650 | $156.8M | 1.3% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 484,250 | $160.8M | 1.3% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 726,730 | $182.6M | 1.5% | +9,500+1.3% | Added | History |
| LPLALPL Financial Holdings Inc. | COM | 553,321 | $184.1M | 1.5% | +8,717+1.6% | Added | History |
| PGRProgressive Corp | Stock | 753,750 | $186.1M | 1.5% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 1,451,800 | $188.7M | 1.5% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 280,281 | $205.8M | 1.7% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,229,000 | $210.0M | 1.7% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 565,169 | $228.5M | 1.9% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 2,031,665 | $232.6M | 1.9% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | Stock | 220,200 | $256.7M | 2.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 532,080 | $275.6M | 2.2% | +4,600+0.9% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 359,360 | $286.2M | 2.3% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 1,167,671 | $286.9M | 2.3% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 1,227,290 | $312.5M | 2.5% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 999,285 | $341.1M | 2.8% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 920,000 | $372.8M | 3.0% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 877,900 | $401.4M | 3.3% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 2,030,760 | $445.9M | 3.6% | 00.0% | Unchanged | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 8,715,741 | $597.7M | 4.9% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,749,860 | $669.7M | 5.4% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $770.2M | 6.3% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $840.2M | 6.8% | 00.0% | Unchanged | History |
Sold out since Q2 2025 (11)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| MMM3M Co | Stock | 118,250 | $18.0M | 0.2% | History |
| OIO-I Glass, Inc. | COM | 473,700 | $6.98M | 0.1% | History |
| CECelanese Corp | Stock | 81,300 | $4.50M | <0.1% | History |
| GPKGraphic Packaging Holding Co | COM | 174,000 | $3.67M | <0.1% | History |
| BALLBALL Corp | COM | 51,000 | $2.86M | <0.1% | History |
| WTWWillis Towers Watson PLC | SHS | 8,627 | $2.64M | <0.1% | History |
| ITGartner Inc | COM | 5,700 | $2.30M | <0.1% | History |
| INTUIntuit Inc. | Stock | 2,720 | $2.14M | <0.1% | History |
| CSGPCostar Group, Inc. | COM | 18,600 | $1.50M | <0.1% | History |
| ELEstee Lauder Companies Inc | CL A | 15,000 | $1.21M | <0.1% | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 11,000 | $755.9K | <0.1% | History |