Markel Group
SuperinvestorMarkel Group Inc.
- SEC CIK
- 0001096343
- Manager
- Tom Gayner
- Style
- Quality, Value
- Latest filing
- Jul 31, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 6, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 128
- −1 vs. Q3 2025
- Portfolio value
- $12.5B
- +$223.4M (+1.8%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FNVFranco Nevada Corp | Stock | 683,500 | $141.7M | 1.1% | +78,000+12.9% | Added | History |
| NVONovo Nordisk A S | ADR | 2,869,774 | $146.0M | 1.2% | +501,125+21.2% | Added | History |
| APOApollo Global Management, Inc. | COM | 1,012,500 | $146.6M | 1.2% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 2,394,544 | $153.2M | 1.2% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 248,303 | $163.9M | 1.3% | −31,978−11.4% | Reduced | History |
| PGRProgressive Corp | Stock | 753,750 | $171.6M | 1.4% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 734,480 | $177.1M | 1.4% | +7,750+1.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 572,000 | $179.0M | 1.4% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 488,500 | $180.7M | 1.4% | +4,250+0.9% | Added | History |
| KKRKKR & Co. Inc. | COM | 1,451,800 | $185.1M | 1.5% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 328,650 | $188.3M | 1.5% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,229,000 | $189.4M | 1.5% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 577,669 | $194.6M | 1.6% | +12,500+2.2% | Added | History |
| LPLALPL Financial Holdings Inc. | COM | 559,951 | $200.0M | 1.6% | +6,630+1.2% | Added | History |
| DISWalt Disney Co | Stock | 2,031,665 | $231.1M | 1.8% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | Stock | 220,200 | $235.7M | 1.9% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 535,680 | $259.1M | 2.1% | +3,600+0.7% | Added | History |
| ADIAnalog Devices Inc | Stock | 1,023,245 | $277.5M | 2.2% | −144,426−12.4% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 359,360 | $315.9M | 2.5% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 920,000 | $316.6M | 2.5% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 1,227,290 | $333.7M | 2.7% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 999,285 | $350.5M | 2.8% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 877,900 | $408.7M | 3.3% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 2,030,760 | $468.7M | 3.7% | 00.0% | Unchanged | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 13,073,609 | $599.9M | 4.8% | +4,357,868+50.0% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $770.0M | 6.1% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $840.8M | 6.7% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,749,860 | $862.9M | 6.9% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (2)
Positions held at the end of Q3 2025 that are gone from this filing.