Markel Group
SuperinvestorMarkel Group Inc.
- SEC CIK
- 0001096343
- Manager
- Tom Gayner
- Style
- Quality, Value
- Latest filing
- Jul 31, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 31, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 130
- +1 vs. Q1 2026
- Portfolio value
- $13.1B
- +$1.19B (+10.0%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 2,749,860 | $971.6M | 7.4% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $834.2M | 6.4% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $766.6M | 5.8% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 877,900 | $556.9M | 4.2% | 00.0% | Unchanged | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 13,073,609 | $556.8M | 4.2% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 2,030,760 | $484.0M | 3.7% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 999,671 | $397.0M | 3.0% | −23,574−2.3% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 359,360 | $363.4M | 2.8% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 1,227,290 | $355.1M | 2.7% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 328,650 | $350.0M | 2.7% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 1,013,912 | $347.9M | 2.6% | +9,581+1.0% | Added | History |
| HDHome Depot, Inc. | Stock | 922,500 | $325.3M | 2.5% | +2,500+0.3% | Added | History |
| WSOWatsco Inc | COM | 597,750 | $249.1M | 1.9% | +15,581+2.7% | Added | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $215.8M | 1.6% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | Stock | 220,200 | $211.7M | 1.6% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 572,000 | $204.4M | 1.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 537,630 | $200.5M | 1.5% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 2,031,665 | $195.5M | 1.5% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 490,450 | $165.9M | 1.3% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 751,980 | $165.8M | 1.3% | +13,500+1.8% | Added | History |
| PGRProgressive Corp | Stock | 753,750 | $164.7M | 1.3% | 00.0% | Unchanged | History |
| FNVFranco Nevada Corp | Stock | 773,500 | $161.2M | 1.2% | +65,000+9.2% | Added | History |
| LPLALPL Financial Holdings Inc. | COM | 559,951 | $157.7M | 1.2% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 610,800 | $155.1M | 1.2% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,229,000 | $144.6M | 1.1% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 2,394,544 | $141.4M | 1.1% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 391,000 | $138.5M | 1.1% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 2,869,774 | $137.6M | 1.0% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 1,451,800 | $133.2M | 1.0% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 234,163 | $131.9M | 1.0% | −14,140−5.7% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 1,394,800 | $128.7M | 1.0% | +11,000+0.8% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 763,500 | $127.3M | 1.0% | 00.0% | Unchanged | History |
| APOApollo Global Management, Inc. | COM | 1,012,500 | $119.8M | 0.9% | 00.0% | Unchanged | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,505,800 | $115.0M | 0.9% | 00.0% | Unchanged | History |
| LINLinde PLC | Stock | 215,600 | $111.9M | 0.9% | +11,000+5.4% | Added | History |
| DEODiageo PLC | SPON ADR NEW | 1,372,208 | $110.3M | 0.8% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 207,540 | $106.6M | 0.8% | 00.0% | Unchanged | History |
| DGDollar General Corp | COM | 869,250 | $100.1M | 0.8% | 00.0% | Unchanged | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 2,193,953 | $98.4M | 0.7% | 00.0% | Unchanged | History |
| HEI.AHeico Corp | CL A | 379,644 | $97.9M | 0.7% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 213,890 | $96.9M | 0.7% | 00.0% | Unchanged | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 429,150 | $93.0M | 0.7% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 282,500 | $88.9M | 0.7% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 327,500 | $88.6M | 0.7% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 252,550 | $82.7M | 0.6% | 00.0% | Unchanged | History |
| NVRNVR Inc | COM | 12,097 | $82.4M | 0.6% | +10+0.1% | Added | History |
| MSCIMSCI Inc. | Stock | 142,850 | $80.0M | 0.6% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 154,900 | $76.7M | 0.6% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 274,300 | $76.4M | 0.6% | 00.0% | Unchanged | History |
| SUNBSunbelt Rentals Holdings, Inc. | SHS | 974,361 | $72.9M | 0.6% | +11,000+1.1% | Added | History |
| SBUXStarbucks Corp | Stock | 623,818 | $63.7M | 0.5% | 00.0% | Unchanged | History |
| ROLRollins Inc | COM | 1,516,525 | $63.3M | 0.5% | +18,500+1.2% | Added | History |
| THGHanover Insurance Group, Inc. | COM | 281,000 | $60.2M | 0.5% | 00.0% | Unchanged | History |
| ITICInvestors Title Co | COM | 213,300 | $58.4M | 0.4% | 00.0% | Unchanged | History |
| CGCarlyle Group Inc. | COM | 1,327,000 | $55.9M | 0.4% | 00.0% | Unchanged | History |
| TSNTyson Foods, Inc. | Stock | 913,500 | $52.3M | 0.4% | +24,000+2.7% | Added | History |
| SPGIS&P Global Inc. | Stock | 117,690 | $47.9M | 0.4% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 135,800 | $45.0M | 0.3% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 161,028 | $43.8M | 0.3% | +10,750+7.2% | Added | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 180,200 | $42.8M | 0.3% | +9,500+5.6% | Added | History |
| RTXRTX Corp | Stock | 224,000 | $42.5M | 0.3% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 355,500 | $41.8M | 0.3% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 24,000 | $40.7M | 0.3% | +18,550+340.4% | Added | History |
| YUMYum Brands Inc | Stock | 245,213 | $39.2M | 0.3% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 99,500 | $36.9M | 0.3% | +5,750+6.1% | Added | History |
| ALLAllstate Corp | Stock | 154,550 | $36.8M | 0.3% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 73,100 | $36.6M | 0.3% | +6,000+8.9% | Added | History |
| COSTCostco Wholesale Corp | Stock | 39,150 | $36.6M | 0.3% | 00.0% | Unchanged | History |
| HGTYHagerty, Inc. | CL A COM | 3,108,000 | $35.9M | 0.3% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 314,000 | $35.7M | 0.3% | 00.0% | Unchanged | History |
| URIUnited Rentals, Inc. | COM | 31,150 | $35.3M | 0.3% | 00.0% | Unchanged | History |
| ABNBAirbnb, Inc. | Stock | 242,389 | $34.7M | 0.3% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 65,213 | $33.2M | 0.3% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 84,366 | $32.9M | 0.3% | +1,936+2.3% | Added | History |
| SHWSherwin Williams Co | COM | 94,172 | $32.4M | 0.2% | 00.0% | Unchanged | History |
| FDSFactset Research Systems Inc | Stock | 135,376 | $31.1M | 0.2% | 00.0% | Unchanged | History |
| LAMRLamar Advertising Co | REIT | 193,000 | $30.1M | 0.2% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 155,950 | $28.0M | 0.2% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 584,500 | $27.8M | 0.2% | +54,500+10.3% | Added | History |
| AMATApplied Materials Inc | Stock | 36,350 | $26.3M | 0.2% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 88,500 | $25.9M | 0.2% | +13,000+17.2% | Added | History |
| FIXComfort Systems USA Inc | COM | 13,000 | $25.8M | 0.2% | 00.0% | Unchanged | History |
| CCKCrown Holdings, Inc. | COM | 220,000 | $24.6M | 0.2% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 843,000 | $23.1M | 0.2% | 00.0% | Unchanged | History |
| RNRRenaissancere Holdings Ltd | COM | 70,000 | $22.2M | 0.2% | 00.0% | Unchanged | History |
| EPDEnterprise Products Partners L.P. | Stock | 569,000 | $20.9M | 0.2% | +367,000+181.7% | Added | History |
| PMPhilip Morris International Inc. | Stock | 114,500 | $20.7M | 0.2% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 159,400 | $19.8M | 0.2% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 802,074 | $19.7M | 0.1% | −159,806−16.6% | Reduced | History |
| HXLHexcel Corp | COM | 189,000 | $18.9M | 0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 447,400 | $18.4M | 0.1% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 91,000 | $18.3M | 0.1% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 124,500 | $18.0M | 0.1% | 00.0% | Unchanged | History |
| CARRCarrier Global Corp | Stock | 235,000 | $17.2M | 0.1% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 204,450 | $16.9M | 0.1% | 00.0% | Unchanged | History |
| SEICSEI Investments Co | COM | 173,200 | $15.2M | 0.1% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 150,000 | $14.7M | 0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 75,000 | $13.2M | 0.1% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 96,210 | $13.0M | 0.1% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 474,187 | $12.6M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.