Markel Group Inc. reported 129 positions worth $13.11B for the quarter ended Jun 30, 2026, up 10.0% on the prior quarter. It opened 3 new positions, added to 24, trimmed 3 and exited 2. Its largest holding is Alphabet Inc. at 7.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| MELI Mercadolibre Inc | +18.6K +340.4% | $31.49M | 0.311% |
| FNV FRANCO NEVADA Corp | +65.0K +9.2% | $13.55M | 1.23% |
| EPD Enterprise Products Partners L.P. | +367.0K +181.7% | $13.49M | 0.16% |
| WSO Watsco Inc | +15.6K +2.7% | $6.49M | 1.9% |
| LIN Linde Plc | +11.0K +5.4% | $5.71M | 0.853% |
| ZTS Zoetis Inc. | +66.2K | $4.76M | 0.036% |
| APD Air Products & Chemicals, Inc. | +13.0K +17.2% | $3.81M | 0.198% |
| V Visa Inc. | +9,581 +1.0% | $3.29M | 2.65% |
| TMO Thermo Fisher Scientific Inc. | +6,000 +8.9% | $3.01M | 0.28% |
| LOW Lowes Companies Inc | +13.5K +1.8% | $2.98M | 1.26% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOG Alphabet Inc. | Technology | 2.75M | $971.61M | 7.41% | 0 | 0.0% | Unchanged | 0.05% |
| 2 | BRK-A Berkshire Hathaway Inc | Financial Services | 1,114 | $834.22M | 6.36% | 0 | 0.0% | Unchanged | 0.22% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 1.53M | $766.58M | 5.85% | 0 | 0.0% | Unchanged | 0.11% |
| 4 | DE Deere & Co | Industrials | 877.9K | $556.88M | 4.25% | 0 | 0.0% | Unchanged | 0.33% |
| 5 | BN BROOKFIELD Corp | Financial Services | 13.07M | $556.81M | 4.25% | 0 | 0.0% | Unchanged | 0.58% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 2.03M | $484.01M | 3.69% | 0 | 0.0% | Unchanged | 0.02% |
| 7 | ADI Analog Devices Inc | Technology | 999.7K | $397.04M | 3.03% | -23.6K | -2.3% | Reduced | 0.21% |
| 8 | GS Goldman Sachs Group Inc | Financial Services | 359.4K | $363.45M | 2.77% | 0 | 0.0% | Unchanged | 0.12% |
| 9 | AAPL Apple Inc. | Technology | 1.23M | $355.13M | 2.71% | 0 | 0.0% | Unchanged | 0.01% |
| 10 | CAT Caterpillar Inc | Industrials | 328.7K | $349.98M | 2.67% | 0 | 0.0% | Unchanged | 0.07% |
| 11 | V Visa Inc. | Financial Services | 1.01M | $347.86M | 2.65% | +9,581 | +1.0% | Added | 0.06% |
| 12 | HD Home Depot, Inc. | Consumer Discretionary | 922.5K | $325.35M | 2.48% | +2,500 | +0.3% | Added | 0.09% |
| 13 | WSO Watsco Inc | Industrials | 597.8K | $249.10M | 1.9% | +15.6K | +2.7% | Added | 1.68% |
| 14 | TXN Texas Instruments Inc | Technology | 724.0K | $215.80M | 1.65% | 0 | 0.0% | Unchanged | 0.08% |
| 15 | BLK BlackRock, Inc. | Financial Services | 220.2K | $211.74M | 1.61% | 0 | 0.0% | Unchanged | 0.14% |
Tip. Select a row to see that position’s full history at Markel.
As of its Q2 2026 13F filing, Markel Group Inc.’s five largest positions were Alphabet Inc. (GOOG) at 7.4%, Berkshire Hathaway Inc (BRK-A) at 6.4%, Berkshire Hathaway Inc (BRK-B) at 5.8%, Deere & Co (DE) at 4.2%, BROOKFIELD Corp (BN) at 4.2% of the reported portfolio.
Markel Group Inc. reported a 13F portfolio worth $13.11B across 129 positions for Q2 2026. That is up 10.0% from the previous quarter.
Its largest purchases by value were Mercadolibre Inc ($31.49M), FRANCO NEVADA Corp ($13.55M), Enterprise Products Partners L.P. ($13.49M). It opened 3 new positions.
Its largest sales by value were Scotts Miracle-Gro Co ($10.22M), Analog Devices Inc ($9.36M), Meta Platforms, Inc. ($7.96M). It exited 2 positions entirely.
From the Form 13F-HR reports Markel Group Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.