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 |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 234,163 | $131.9M | 1.0% | −14,140−5.7% | Reduced | History |
| KKRKKR & Co. Inc. | COM | 1,451,800 | $133.2M | 1.0% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 2,869,774 | $137.6M | 1.0% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 391,000 | $138.5M | 1.1% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 2,394,544 | $141.4M | 1.1% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,229,000 | $144.6M | 1.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 610,800 | $155.1M | 1.2% | 00.0% | Unchanged | History |
| LPLALPL Financial Holdings Inc. | COM | 559,951 | $157.7M | 1.2% | 00.0% | Unchanged | History |
| FNVFranco Nevada Corp | Stock | 773,500 | $161.2M | 1.2% | +65,000+9.2% | Added | History |
| PGRProgressive Corp | Stock | 753,750 | $164.7M | 1.3% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 751,980 | $165.8M | 1.3% | +13,500+1.8% | Added | History |
| AXPAmerican Express Co | Stock | 490,450 | $165.9M | 1.3% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 2,031,665 | $195.5M | 1.5% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 537,630 | $200.5M | 1.5% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 572,000 | $204.4M | 1.6% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | Stock | 220,200 | $211.7M | 1.6% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $215.8M | 1.6% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 597,750 | $249.1M | 1.9% | +15,581+2.7% | Added | History |
| HDHome Depot, Inc. | Stock | 922,500 | $325.3M | 2.5% | +2,500+0.3% | Added | History |
| VVisa Inc. | Stock | 1,013,912 | $347.9M | 2.6% | +9,581+1.0% | Added | History |
| CATCaterpillar Inc | Stock | 328,650 | $350.0M | 2.7% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 1,227,290 | $355.1M | 2.7% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 359,360 | $363.4M | 2.8% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 999,671 | $397.0M | 3.0% | −23,574−2.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 2,030,760 | $484.0M | 3.7% | 00.0% | Unchanged | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 13,073,609 | $556.8M | 4.2% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 877,900 | $556.9M | 4.2% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $766.6M | 5.8% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $834.2M | 6.4% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,749,860 | $971.6M | 7.4% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.