Markel Group Inc. reported 144 positions worth $12.83B for the quarter ended Sep 30, 2026, down 2.2% on the prior quarter. It opened 16 new positions, added to 28, trimmed 8 and exited 1. Its largest holding is Alphabet Inc. at 7.3% 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 | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ZTS Zoetis Inc. | +359.1K | +542.5% | $25.08M | 0.231% |
| WSO Watsco Inc | +25.3K | +4.2% | $7.65M | 1.47% |
| FNV FRANCO NEVADA Corp | +13.5K | +1.7% | $3.21M | 1.46% |
| HD Home Depot, Inc. | +9,500 | +1.0% | $2.70M | 2.07% |
| LIN Linde Plc | +5,000 | +2.3% | $2.37M | 0.816% |
| ZBRA Zebra Technologies Corp | +6,300 | – | $2.35M | 0.018% |
| MBGL Mobility Global Inc. | +117.7K | – | $2.02M | 0.016% |
| ROL Rollins Inc | +64.5K | +4.3% | $1.94M | 0.371% |
| NFLX Netflix Inc | +27.5K | +68.8% | $1.91M | 0.037% |
| LPLA LPL Financial Holdings Inc. | +6,181 | +1.1% | $1.89M | 1.35% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ABNB Airbnb, Inc. | -169.0K | -69.7% | $27.16M | 0.092% |
| META Meta Platforms, Inc. | -25.0K | -10.7% | $18.13M | 1.18% |
| GOOGL Alphabet Inc. | -52.0K | -9.1% | $17.90M | 1.39% |
| YUM Yum Brands Inc | -103.2K | -42.1% | $14.06M | 0.151% |
| DE Deere & Co | -16.8K | -1.9% | $11.25M | 4.51% |
| CMCSA Comcast Corp | -513.7K | -64.1% | $11.18M | 0.049% |
| COST Costco Wholesale Corp | -5,402 | -13.8% | $4.92M | 0.239% |
| BRO Brown & Brown, Inc. | -14.0K | -100.0% | $898.10K | Exited |
| BAM Brookfield Asset Management Ltd. | -20.0K | -0.9% | $891.60K | 0.755% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| ZBRA Zebra Technologies Corp | +6,300 | $2.35M | 0.018% |
| MBGL Mobility Global Inc. | +117.7K | $2.02M | 0.016% |
| SLAB Silicon Laboratories Inc. | +8,292 | $1.84M | 0.014% |
| TYL Tyler Technologies Inc | +5,400 | $1.72M | 0.013% |
| VGZ Vista Gold Corp | +615.0K | $1.67M | 0.013% |
| WSC WillScot Holdings Corp | +90.0K | $1.55M | 0.012% |
| XPO XPO, Inc. | +8,674 | $1.53M | 0.012% |
| XYL Xylem Inc. | +12.3K | $1.24M | <0.01% |
| WTS Watts Water Technologies Inc | +3,377 | $1.20M | <0.01% |
| VVV Valvoline Inc | +33.8K | $1.02M | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| BRO Brown & Brown, Inc. | -14.0K | $898.10K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOG Alphabet Inc. | Technology | 2.75M | $936.99M | 7.3% | 0 | 0.0% | Unchanged | 0.02% |
| 2 | BRK-A Berkshire Hathaway Inc | Financial Services | 1,114 | $832.16M | 6.48% | 0 | 0.0% | Unchanged | 0.22% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 1.53M | $762.84M | 5.94% | 0 | 0.0% | Unchanged | 0.11% |
| 4 | DE Deere & Co | Industrials | 861.2K | $578.31M | 4.51% | -16.8K | -1.9% | Reduced | 0.32% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 2.03M | $505.96M | 3.94% | 0 | 0.0% | Unchanged | 0.02% |
| 6 | BN BROOKFIELD Corp | Financial Services | 13.07M | $476.66M | 3.71% | 0 | 0.0% | Unchanged | 0.58% |
| 7 | AAPL Apple Inc. | Technology | 1.23M | $408.71M | 3.18% | 0 | 0.0% | Unchanged | 0.01% |
| 8 | ADI Analog Devices Inc | Technology | 999.7K | $396.58M | 3.09% | 0 | 0.0% | Unchanged | 0.21% |
| 9 | V Visa Inc. | Financial Services | 1.01M | $364.33M | 2.84% | 0 | 0.0% | Unchanged | 0.06% |
| 10 | GS Goldman Sachs Group Inc | Financial Services | 359.4K | $323.55M | 2.52% | 0 | 0.0% | Unchanged | 0.12% |
| 11 | MSFT Microsoft Corp | Technology | 537.6K | $275.75M | 2.15% | 0 | 0.0% | Unchanged | 0.01% |
| 12 | CAT Caterpillar Inc | Industrials | 328.7K | $266.47M | 2.08% | 0 | 0.0% | Unchanged | 0.07% |
| 13 | HD Home Depot, Inc. | Consumer Discretionary | 932.0K | $265.14M | 2.07% | +9,500 | +1.0% | Added | 0.09% |
| 14 | BLK BlackRock, Inc. | Financial Services | 220.2K | $233.04M | 1.82% | 0 | 0.0% | Unchanged | 0.14% |
| 15 | DIS Walt Disney Co | Communication Services | 2.04M | $213.91M | 1.67% | +7,500 | +0.4% | Added | 0.12% |
Tip. Select a row to see that position’s full history at Markel.
As of its Q3 2026 13F filing, Markel Group Inc.’s five largest positions were Alphabet Inc. (GOOG) at 7.3%, Berkshire Hathaway Inc (BRK-A) at 6.5%, Berkshire Hathaway Inc (BRK-B) at 5.9%, Deere & Co (DE) at 4.5%, Amazon Com Inc (AMZN) at 3.9% of the reported portfolio.
Markel Group Inc. reported a 13F portfolio worth $12.83B across 144 positions for Q3 2026. That is down 2.2% from the previous quarter.
Its largest purchases by value were Zoetis Inc. ($25.08M), Watsco Inc ($7.65M), FRANCO NEVADA Corp ($3.21M). It opened 16 new positions.
Its largest sales by value were Airbnb, Inc. ($27.16M), Meta Platforms, Inc. ($18.13M), Alphabet Inc. ($17.90M). It exited 1 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.