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 |
|---|---|---|---|---|---|---|---|
| UFPIUfp Industries Inc | COM | 4,000 | $363.0K | <0.1% | +4,000 | New | History |
| BROBrown & Brown, Inc. | Stock | 14,000 | $898.1K | <0.1% | 00.0% | Unchanged | History |
| DPZDominos Pizza Inc | COM | 5,500 | $1.63M | <0.1% | 00.0% | Unchanged | History |
| SYYSysco Corp | Stock | 30,500 | $2.55M | <0.1% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 40,000 | $2.86M | <0.1% | +40,000 | New | History |
| WYWeyerhaeuser Co | COM NEW | 120,000 | $2.87M | <0.1% | +102,500+585.7% | Added | History |
| EXPEagle Materials Inc | COM | 14,750 | $3.32M | <0.1% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 28,870 | $3.55M | <0.1% | 00.0% | Unchanged | History |
| AYIAcuity Inc. (DE) | Stock | 9,750 | $3.67M | <0.1% | 00.0% | Unchanged | History |
| MGMMGM Resorts International | Stock | 87,500 | $4.18M | <0.1% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 60,750 | $4.28M | <0.1% | 00.0% | Unchanged | History |
| BCBrunswick Corp | COM | 51,250 | $4.32M | <0.1% | 00.0% | Unchanged | History |
| ZTSZoetis Inc. | Stock | 66,195 | $4.76M | <0.1% | +66,195 | New | History |
| EMNEastman Chemical Co | Stock | 74,950 | $5.02M | <0.1% | 00.0% | Unchanged | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $5.94M | <0.1% | 00.0% | Unchanged | History |
| CPCanadian Pacific Kansas City Ltd | COM | 73,000 | $6.33M | <0.1% | +13,500+22.7% | Added | History |
| CNICanadian National Railway Co | Stock | 53,500 | $6.38M | <0.1% | 00.0% | Unchanged | History |
| SONYSony Group Corp | SPONSORED ADR | 335,000 | $6.72M | 0.1% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 136,500 | $7.22M | 0.1% | 00.0% | Unchanged | History |
| NSPInsperity, Inc. | COM | 181,336 | $7.49M | 0.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 56,100 | $7.67M | 0.1% | +9,100+19.4% | Added | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 27,500 | $7.70M | 0.1% | 00.0% | Unchanged | History |
| IQVIQVIA Holdings Inc. | Stock | 46,900 | $9.06M | 0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 133,620 | $9.57M | 0.1% | +19,000+16.6% | Added | History |
| UBERUber Technologies, Inc | Stock | 142,500 | $10.3M | 0.1% | 00.0% | Unchanged | History |
| CBOECboe Global Markets, Inc. | COM | 43,700 | $10.6M | 0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 49,750 | $11.0M | 0.1% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 72,850 | $11.6M | 0.1% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 102,750 | $11.7M | 0.1% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 25,900 | $11.9M | 0.1% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 474,187 | $12.6M | 0.1% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 96,210 | $13.0M | 0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 75,000 | $13.2M | 0.1% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 150,000 | $14.7M | 0.1% | 00.0% | Unchanged | History |
| SEICSEI Investments Co | COM | 173,200 | $15.2M | 0.1% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 204,450 | $16.9M | 0.1% | 00.0% | Unchanged | History |
| CARRCarrier Global Corp | Stock | 235,000 | $17.2M | 0.1% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 124,500 | $18.0M | 0.1% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 91,000 | $18.3M | 0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 447,400 | $18.4M | 0.1% | 00.0% | Unchanged | History |
| HXLHexcel Corp | COM | 189,000 | $18.9M | 0.1% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 802,074 | $19.7M | 0.1% | −159,806−16.6% | Reduced | History |
| ACNAccenture plc | Stock | 159,400 | $19.8M | 0.2% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 114,500 | $20.7M | 0.2% | 00.0% | Unchanged | History |
| EPDEnterprise Products Partners L.P. | Stock | 569,000 | $20.9M | 0.2% | +367,000+181.7% | Added | History |
| RNRRenaissancere Holdings Ltd | COM | 70,000 | $22.2M | 0.2% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 843,000 | $23.1M | 0.2% | 00.0% | Unchanged | History |
| CCKCrown Holdings, Inc. | COM | 220,000 | $24.6M | 0.2% | 00.0% | Unchanged | History |
| FIXComfort Systems USA Inc | COM | 13,000 | $25.8M | 0.2% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 88,500 | $25.9M | 0.2% | +13,000+17.2% | Added | History |
| AMATApplied Materials Inc | Stock | 36,350 | $26.3M | 0.2% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 584,500 | $27.8M | 0.2% | +54,500+10.3% | Added | History |
| VRSKVerisk Analytics, Inc. | COM | 155,950 | $28.0M | 0.2% | 00.0% | Unchanged | History |
| LAMRLamar Advertising Co | REIT | 193,000 | $30.1M | 0.2% | 00.0% | Unchanged | History |
| FDSFactset Research Systems Inc | Stock | 135,376 | $31.1M | 0.2% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 94,172 | $32.4M | 0.2% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 84,366 | $32.9M | 0.3% | +1,936+2.3% | Added | History |
| LMTLockheed Martin Corp | Stock | 65,213 | $33.2M | 0.3% | 00.0% | Unchanged | History |
| ABNBAirbnb, Inc. | Stock | 242,389 | $34.7M | 0.3% | 00.0% | Unchanged | History |
| URIUnited Rentals, Inc. | COM | 31,150 | $35.3M | 0.3% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 314,000 | $35.7M | 0.3% | 00.0% | Unchanged | History |
| HGTYHagerty, Inc. | CL A COM | 3,108,000 | $35.9M | 0.3% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 39,150 | $36.6M | 0.3% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 73,100 | $36.6M | 0.3% | +6,000+8.9% | Added | History |
| ALLAllstate Corp | Stock | 154,550 | $36.8M | 0.3% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 99,500 | $36.9M | 0.3% | +5,750+6.1% | Added | History |
| YUMYum Brands Inc | Stock | 245,213 | $39.2M | 0.3% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 24,000 | $40.7M | 0.3% | +18,550+340.4% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 355,500 | $41.8M | 0.3% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 224,000 | $42.5M | 0.3% | 00.0% | Unchanged | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 180,200 | $42.8M | 0.3% | +9,500+5.6% | Added | History |
| UNPUnion Pacific Corp | Stock | 161,028 | $43.8M | 0.3% | +10,750+7.2% | Added | History |
| AONAon plc | CL A | 135,800 | $45.0M | 0.3% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 117,690 | $47.9M | 0.4% | 00.0% | Unchanged | History |
| TSNTyson Foods, Inc. | Stock | 913,500 | $52.3M | 0.4% | +24,000+2.7% | Added | History |
| CGCarlyle Group Inc. | COM | 1,327,000 | $55.9M | 0.4% | 00.0% | Unchanged | History |
| ITICInvestors Title Co | COM | 213,300 | $58.4M | 0.4% | 00.0% | Unchanged | History |
| THGHanover Insurance Group, Inc. | COM | 281,000 | $60.2M | 0.5% | 00.0% | Unchanged | History |
| ROLRollins Inc | COM | 1,516,525 | $63.3M | 0.5% | +18,500+1.2% | Added | History |
| SBUXStarbucks Corp | Stock | 623,818 | $63.7M | 0.5% | 00.0% | Unchanged | History |
| SUNBSunbelt Rentals Holdings, Inc. | SHS | 974,361 | $72.9M | 0.6% | +11,000+1.1% | Added | History |
| ECLEcolab Inc. | Stock | 274,300 | $76.4M | 0.6% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 154,900 | $76.7M | 0.6% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 142,850 | $80.0M | 0.6% | 00.0% | Unchanged | History |
| NVRNVR Inc | COM | 12,097 | $82.4M | 0.6% | +10+0.1% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 252,550 | $82.7M | 0.6% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 327,500 | $88.6M | 0.7% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 282,500 | $88.9M | 0.7% | 00.0% | Unchanged | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 429,150 | $93.0M | 0.7% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 213,890 | $96.9M | 0.7% | 00.0% | Unchanged | History |
| HEI.AHeico Corp | CL A | 379,644 | $97.9M | 0.7% | 00.0% | Unchanged | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 2,193,953 | $98.4M | 0.7% | 00.0% | Unchanged | History |
| DGDollar General Corp | COM | 869,250 | $100.1M | 0.8% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 207,540 | $106.6M | 0.8% | 00.0% | Unchanged | History |
| DEODiageo PLC | SPON ADR NEW | 1,372,208 | $110.3M | 0.8% | 00.0% | Unchanged | History |
| LINLinde PLC | Stock | 215,600 | $111.9M | 0.9% | +11,000+5.4% | Added | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,505,800 | $115.0M | 0.9% | 00.0% | Unchanged | History |
| APOApollo Global Management, Inc. | COM | 1,012,500 | $119.8M | 0.9% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 763,500 | $127.3M | 1.0% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 1,394,800 | $128.7M | 1.0% | +11,000+0.8% | Added | History |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.