Markel Group
SuperinvestorMarkel Group Inc.
- SEC CIK
- 0001096343
- Manager
- Tom Gayner
- Style
- Quality, Value
- Latest filing
- Jul 31, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 1, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 129
- +1 vs. Q4 2025
- Portfolio value
- $11.9B
- −$605.5M (−4.8%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GDGeneral Dynamics Corp | Stock | 391,000 | $134.2M | 1.1% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 1,451,800 | $134.3M | 1.1% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 2,394,544 | $136.6M | 1.1% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $140.6M | 1.2% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,229,000 | $141.3M | 1.2% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 248,303 | $142.1M | 1.2% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 490,450 | $148.4M | 1.2% | +1,950+0.4% | Added | History |
| JNJJohnson & Johnson | Stock | 610,800 | $149.3M | 1.3% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 753,750 | $149.4M | 1.3% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 572,000 | $164.5M | 1.4% | 00.0% | Unchanged | History |
| LPLALPL Financial Holdings Inc. | COM | 559,951 | $168.5M | 1.4% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 738,480 | $174.5M | 1.5% | +4,000+0.5% | Added | History |
| FNVFranco Nevada Corp | Stock | 708,500 | $175.0M | 1.5% | +25,000+3.7% | Added | History |
| DISWalt Disney Co | Stock | 2,031,665 | $195.8M | 1.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 537,630 | $199.0M | 1.7% | +1,950+0.4% | Added | History |
| BLKBlackRock, Inc. | Stock | 220,200 | $211.8M | 1.8% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 582,169 | $211.8M | 1.8% | +4,500+0.8% | Added | History |
| CATCaterpillar Inc | Stock | 328,650 | $232.8M | 2.0% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 920,000 | $302.6M | 2.5% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 1,004,331 | $303.5M | 2.5% | +5,046+0.5% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 359,360 | $304.0M | 2.5% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 1,227,290 | $311.5M | 2.6% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 1,023,245 | $325.5M | 2.7% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 2,030,760 | $422.9M | 3.5% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 877,900 | $494.5M | 4.1% | 00.0% | Unchanged | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 13,073,609 | $529.1M | 4.4% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $734.1M | 6.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,749,860 | $788.8M | 6.6% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $800.0M | 6.7% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (3)
Positions held at the end of Q4 2025 that are gone from this filing.