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 |
|---|---|---|---|---|---|---|---|
| SPOTSpotify Technology S.A. | Stock | 25,900 | $11.9M | 0.1% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 102,750 | $11.7M | 0.1% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 72,850 | $11.6M | 0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 49,750 | $11.0M | 0.1% | 00.0% | Unchanged | History |
| CBOECboe Global Markets, Inc. | COM | 43,700 | $10.6M | 0.1% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 142,500 | $10.3M | 0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 133,620 | $9.57M | 0.1% | +19,000+16.6% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 46,900 | $9.06M | 0.1% | 00.0% | Unchanged | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 27,500 | $7.70M | 0.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 56,100 | $7.67M | 0.1% | +9,100+19.4% | Added | History |
| NSPInsperity, Inc. | COM | 181,336 | $7.49M | 0.1% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 136,500 | $7.22M | 0.1% | 00.0% | Unchanged | History |
| SONYSony Group Corp | SPONSORED ADR | 335,000 | $6.72M | 0.1% | 00.0% | Unchanged | History |
| CNICanadian National Railway Co | Stock | 53,500 | $6.38M | <0.1% | 00.0% | Unchanged | History |
| CPCanadian Pacific Kansas City Ltd | COM | 73,000 | $6.33M | <0.1% | +13,500+22.7% | Added | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $5.94M | <0.1% | 00.0% | Unchanged | History |
| EMNEastman Chemical Co | Stock | 74,950 | $5.02M | <0.1% | 00.0% | Unchanged | History |
| ZTSZoetis Inc. | Stock | 66,195 | $4.76M | <0.1% | +66,195 | New | History |
| BCBrunswick Corp | COM | 51,250 | $4.32M | <0.1% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 60,750 | $4.28M | <0.1% | 00.0% | Unchanged | History |
| MGMMGM Resorts International | Stock | 87,500 | $4.18M | <0.1% | 00.0% | Unchanged | History |
| AYIAcuity Inc. (DE) | Stock | 9,750 | $3.67M | <0.1% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 28,870 | $3.55M | <0.1% | 00.0% | Unchanged | History |
| EXPEagle Materials Inc | COM | 14,750 | $3.32M | <0.1% | 00.0% | Unchanged | History |
| WYWeyerhaeuser Co | COM NEW | 120,000 | $2.87M | <0.1% | +102,500+585.7% | Added | History |
| NFLXNetflix Inc | Stock | 40,000 | $2.86M | <0.1% | +40,000 | New | History |
| SYYSysco Corp | Stock | 30,500 | $2.55M | <0.1% | 00.0% | Unchanged | History |
| DPZDominos Pizza Inc | COM | 5,500 | $1.63M | <0.1% | 00.0% | Unchanged | History |
| BROBrown & Brown, Inc. | Stock | 14,000 | $898.1K | <0.1% | 00.0% | Unchanged | History |
| UFPIUfp Industries Inc | COM | 4,000 | $363.0K | <0.1% | +4,000 | New | History |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.