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 |
|---|---|---|---|---|---|---|---|
| FIXComfort Systems USA Inc | COM | 13,000 | $12.1M | 0.1% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 140,000 | $11.4M | 0.1% | +16,500+13.4% | Added | History |
| CHHChoice Hotels International Inc | COM | 115,500 | $11.0M | 0.1% | 00.0% | Unchanged | History |
| IQVIQVIA Holdings Inc. | Stock | 46,900 | $10.6M | 0.1% | 00.0% | Unchanged | History |
| CBOECboe Global Markets, Inc. | COM | 41,750 | $10.5M | 0.1% | +13,250+46.5% | Added | History |
| OTISOtis Worldwide Corp | Stock | 114,620 | $10.0M | 0.1% | 00.0% | Unchanged | History |
| SMGScotts Miracle-Gro Co | Stock | 168,000 | $9.80M | 0.1% | 00.0% | Unchanged | History |
| AMATApplied Materials Inc | Stock | 34,100 | $8.76M | 0.1% | +7,850+29.9% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 26,500 | $8.75M | 0.1% | 00.0% | Unchanged | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 25,500 | $8.67M | 0.1% | +5,000+24.4% | Added | History |
| SONYSony Group Corp | SPONSORED ADR | 335,000 | $8.58M | 0.1% | 00.0% | Unchanged | History |
| NSPInsperity, Inc. | COM | 152,873 | $5.92M | <0.1% | +21,145+16.1% | Added | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $5.71M | <0.1% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 136,500 | $5.27M | <0.1% | 00.0% | Unchanged | History |
| EMNEastman Chemical Co | Stock | 74,950 | $4.78M | <0.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 38,000 | $4.57M | <0.1% | +35,000+1,166.7% | Added | History |
| CNICanadian National Railway Co | Stock | 44,500 | $4.40M | <0.1% | +19,500+78.0% | Added | History |
| WRBBerkley W R Corp | COM | 60,750 | $4.26M | <0.1% | 00.0% | Unchanged | History |
| CPCanadian Pacific Kansas City Ltd | COM | 50,500 | $3.72M | <0.1% | +19,500+62.9% | Added | History |
| BCBrunswick Corp | COM | 47,750 | $3.54M | <0.1% | +14,250+42.5% | Added | History |
| AYIAcuity Inc. (DE) | Stock | 9,750 | $3.51M | <0.1% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 20,870 | $3.38M | <0.1% | +15,250+271.4% | Added | History |
| MGMMGM Resorts International | Stock | 87,500 | $3.19M | <0.1% | 00.0% | Unchanged | History |
| EXPEagle Materials Inc | COM | 14,750 | $3.05M | <0.1% | 00.0% | Unchanged | History |
| DPZDominos Pizza Inc | COM | 5,500 | $2.29M | <0.1% | 00.0% | Unchanged | History |
| SYYSysco Corp | Stock | 30,500 | $2.25M | <0.1% | 00.0% | Unchanged | History |
| BROBrown & Brown, Inc. | Stock | 11,000 | $876.7K | <0.1% | +11,000 | New | History |
| TRUTransUnion | COM | 2,000 | $171.5K | <0.1% | −99,050−98.0% | Reduced | History |
Sold out since Q3 2025 (2)
Positions held at the end of Q3 2025 that are gone from this filing.