Markel Group 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Markel Group disclosed 129 US equity positions worth $5.5bn in its Q1 2026 13F filing. The largest position was BRK/B at 19.1% of the reported book, followed by BRK/A and DE. Against the Q4 2025 filing, it opened 1 new position, added to 15 and reduced 0 among the top 50 holdings.
What did Markel Group own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BRK/B BERKSHIRE HATHAWAY INC DEL | 19.1% | $1.1bn | 1,531,971 | 0% | held | |
| 2 | BRK/A BERKSHIRE HATHAWAY INC DEL | 15.3% | $847.4m | 1,114 | 0% | held | |
| 3 | DE DEERE & CO | Industrials | 8.9% | $494.5m | 877,900 | 0% | held |
| 4 | BN BROOKFIELD CORP | Financial Services | 7.0% | $385.1m | 13,073,609 | 0% | held |
| 5 | HD HOME DEPOT INC | Consumer Cyclical | 3.3% | $182.1m | 920,000 | 0% | held |
| 6 | FNV FRANCO NEV CORP | Basic Materials | 3.2% | $175.0m | 708,500 | 4% | added |
| 7 | GOOG ALPHABET INC | Communication Services | 3.1% | $170.5m | 2,749,860 | 0% | held |
| 8 | BAM BROOKFIELD ASSET MANAGMT LTD | Financial Services | 2.0% | $110.1m | 2,193,953 | 0% | held |
| 9 | NVO NOVO-NORDISK A S | Healthcare | 1.6% | $87.6m | 2,869,774 | 0% | held |
| 10 | DIS DISNEY WALT CO | Communication Services | 1.6% | $87.6m | 2,031,665 | 0% | held |
| 11 | DEO DIAGEO PLC | Consumer Defensive | 1.6% | $87.2m | 1,372,208 | 0% | held |
| 12 | MSCI MSCI INC | Financial Services | 1.4% | $77.0m | 142,850 | 0% | held |
| 13 | JPM JPMORGAN CHASE & CO. | Financial Services | 1.3% | $74.3m | 252,550 | 0% | held |
| 14 | SUNB SUNBELT RENTALS HOLDINGS INC | 1.1% | $62.7m | 963,361 | – | new | |
| 15 | AMZN AMAZON COM INC | Consumer Cyclical | 1.1% | $61.8m | 2,030,760 | 0% | held |
| 16 | THG HANOVER INS GROUP INC | Financial Services | 0.9% | $48.7m | 281,000 | 0% | held |
| 17 | ITIC INVESTORS TITLE CO NC | Financial Services | 0.8% | $46.4m | 213,300 | 0% | held |
| 18 | V VISA INC | Financial Services | 0.8% | $46.0m | 1,004,331 | 1% | added |
| 19 | GOOGL ALPHABET INC | Communication Services | 0.7% | $41.4m | 572,000 | 0% | held |
| 20 | GS GOLDMAN SACHS GROUP INC | Financial Services | 0.7% | $40.0m | 359,360 | 0% | held |
| 21 | FERG FERGUSON ENTERPRISES INC | Industrials | 0.7% | $39.8m | 170,700 | 4% | added |
| 22 | LMT LOCKHEED MARTIN CORP | Industrials | 0.7% | $39.4m | 65,213 | 1% | added |
| 23 | COST COSTCO WHSL CORP NEW | Consumer Defensive | 0.7% | $39.0m | 39,150 | 0% | held |
| 24 | HCA HCA HEALTHCARE INC | Healthcare | 0.7% | $39.0m | 82,430 | 2% | added |
| 25 | YUM YUM BRANDS INC | Consumer Cyclical | 0.7% | $38.1m | 245,213 | 8% | added |
| 26 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 0.6% | $33.0m | 67,100 | 7% | added |
| 27 | HGTY HAGERTY INC | 0.6% | $32.7m | 3,108,000 | 0% | held | |
| 28 | ALL ALLSTATE CORP | Financial Services | 0.6% | $32.0m | 154,550 | 0% | held |
| 29 | MAR MARRIOTT INTL INC NEW | Consumer Cyclical | 0.6% | $30.7m | 93,750 | 4% | added |
| 30 | ABNB AIRBNB INC | Consumer Cyclical | 0.6% | $30.6m | 242,389 | 1% | added |
| 31 | WSO WATSCO INC | Industrials | 0.5% | $30.3m | 582,169 | 1% | added |
| 32 | GD GENERAL DYNAMICS CORP | Industrials | 0.5% | $30.2m | 391,000 | 0% | held |
| 33 | SHW SHERWIN WILLIAMS CO | Basic Materials | 0.5% | $30.2m | 94,172 | 0% | held |
| 34 | LOW LOWES COS INC | Consumer Cyclical | 0.5% | $29.2m | 738,480 | 1% | added |
| 35 | ADM ARCHER DANIELS MIDLAND CO | Consumer Defensive | 0.4% | $24.8m | 1,505,800 | 0% | held |
| 36 | META META PLATFORMS INC | Communication Services | 0.4% | $24.7m | 248,303 | 0% | held |
| 37 | AAPL APPLE INC | Technology | 0.4% | $24.5m | 1,227,290 | 0% | held |
| 38 | LAMR LAMAR ADVERTISING CO NEW | Real Estate | 0.4% | $24.4m | 193,000 | 4% | added |
| 39 | SCHW SCHWAB CHARLES CORP | Financial Services | 0.4% | $24.2m | 1,383,800 | 1% | added |
| 40 | PGR PROGRESSIVE CORP | Financial Services | 0.4% | $23.8m | 753,750 | 0% | held |
| 41 | BLK BLACKROCK INC | Financial Services | 0.4% | $23.1m | 220,200 | 0% | held |
| 42 | CSCO CISCO SYS INC | Technology | 0.4% | $23.0m | 355,500 | 0% | held |
| 43 | URI UNITED RENTALS INC | Industrials | 0.4% | $22.7m | 31,150 | 0% | held |
| 44 | RLI RLI CORP | Financial Services | 0.4% | $22.0m | 2,394,544 | 0% | held |
| 45 | APD AIR PRODS & CHEMS INC | Basic Materials | 0.4% | $21.9m | 75,500 | 6% | added |
| 46 | CSX CSX CORP | Industrials | 0.4% | $21.8m | 530,000 | 20% | added |
| 47 | RTX RTX CORPORATION | Industrials | 0.4% | $21.1m | 224,000 | 0% | held |
| 48 | MA MASTERCARD INCORPORATED | Financial Services | 0.4% | $20.0m | 207,540 | 0% | held |
| 49 | PM PHILIP MORRIS INTL INC | Consumer Defensive | 0.3% | $18.9m | 114,500 | 0% | held |
| 50 | MCO MOODYS CORP | Financial Services | 0.3% | $18.4m | 213,890 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.