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 |
|---|---|---|---|---|---|---|---|
| FIXComfort Systems USA Inc | COM | 13,000 | $10.7M | 0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 114,620 | $10.5M | 0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 54,500 | $10.2M | 0.1% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 285,000 | $10.1M | 0.1% | +220,000+338.5% | Added | History |
| SONYSony Group Corp | SPONSORED ADR | 335,000 | $9.64M | 0.1% | 00.0% | Unchanged | History |
| SMGScotts Miracle-Gro Co | Stock | 168,000 | $9.57M | 0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 26,500 | $9.15M | 0.1% | 00.0% | Unchanged | History |
| IQVIQVIA Holdings Inc. | Stock | 46,900 | $8.91M | 0.1% | −2,742−5.5% | Reduced | History |
| CMECME Group Inc. | COM | 32,000 | $8.65M | 0.1% | +9,500+42.2% | Added | History |
| TRUTransUnion | COM | 101,050 | $8.47M | 0.1% | 00.0% | Unchanged | History |
| CBOECboe Global Markets, Inc. | COM | 28,500 | $6.99M | 0.1% | +9,500+50.0% | Added | History |
| NSPInsperity, Inc. | COM | 131,728 | $6.48M | 0.1% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 136,500 | $6.12M | <0.1% | 00.0% | Unchanged | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $6.12M | <0.1% | 00.0% | Unchanged | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 20,500 | $5.90M | <0.1% | 00.0% | Unchanged | History |
| AMATApplied Materials Inc | Stock | 26,250 | $5.37M | <0.1% | +9,750+59.1% | Added | History |
| ADBEAdobe Inc. | Stock | 14,000 | $4.94M | <0.1% | 00.0% | Unchanged | History |
| EMNEastman Chemical Co | Stock | 74,950 | $4.73M | <0.1% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 60,750 | $4.65M | <0.1% | 00.0% | Unchanged | History |
| EXPEagle Materials Inc | COM | 14,750 | $3.44M | <0.1% | +5,750+63.9% | Added | History |
| AYIAcuity Inc. (DE) | Stock | 9,750 | $3.36M | <0.1% | 00.0% | Unchanged | History |
| MGMMGM Resorts International | Stock | 87,500 | $3.03M | <0.1% | 00.0% | Unchanged | History |
| SYYSysco Corp | Stock | 30,500 | $2.51M | <0.1% | +6,500+27.1% | Added | History |
| DPZDominos Pizza Inc | COM | 5,500 | $2.37M | <0.1% | 00.0% | Unchanged | History |
| CNICanadian National Railway Co | Stock | 25,000 | $2.36M | <0.1% | +25,000 | New | History |
| CPCanadian Pacific Kansas City Ltd | COM | 31,000 | $2.31M | <0.1% | +31,000 | New | History |
| BCBrunswick Corp | COM | 33,500 | $2.12M | <0.1% | +4,000+13.6% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 5,620 | $946.9K | <0.1% | +500+9.8% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 3,000 | $338.3K | <0.1% | +3,000 | New | 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 |