Markel Group 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Markel Group disclosed 130 US equity positions worth $6.0bn in its Q2 2026 13F filing. The largest position was BRK/B at 18.6% of the reported book, followed by BRK/A and DE. Against the Q1 2026 filing, it opened 0 new positions, added to 14 and reduced 1 among the top 50 holdings.
What did Markel Group own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | BRK/B BERKSHIRE HATHAWAY INC DEL | 18.6% | $1.1bn | 1,531,971 | 0% | held | |
| 2 | BRK/A BERKSHIRE HATHAWAY INC DEL | 14.8% | $883.6m | 1,114 | 0% | held | |
| 3 | DE DEERE & CO | Industrials | 9.3% | $556.9m | 877,900 | 0% | held |
| 4 | BN BROOKFIELD CORP | Financial Services | 6.8% | $405.3m | 13,073,609 | 0% | held |
| 5 | GOOG ALPHABET INC | Communication Services | 3.5% | $210.0m | 2,749,860 | 0% | held |
| 6 | HD HOME DEPOT INC | Consumer Cyclical | 3.3% | $195.3m | 922,500 | 0% | held |
| 7 | FNV FRANCO NEV CORP | Basic Materials | 2.7% | $161.2m | 773,500 | 9% | added |
| 8 | NVO NOVO-NORDISK A S | Healthcare | 1.9% | $114.3m | 2,869,774 | 0% | held |
| 9 | BAM BROOKFIELD ASSET MANAGMT LTD | Financial Services | 1.9% | $111.1m | 2,193,953 | 0% | held |
| 10 | MA MASTERCARD INCORPORATED | Financial Services | 1.8% | $106.6m | 207,540 | 0% | held |
| 11 | DEO DIAGEO PLC | Consumer Defensive | 1.6% | $94.1m | 1,372,208 | 0% | held |
| 12 | DIS DISNEY WALT CO | Communication Services | 1.5% | $87.4m | 2,031,665 | 0% | held |
| 13 | JPM JPMORGAN CHASE & CO | Financial Services | 1.4% | $82.7m | 252,550 | 0% | held |
| 14 | SUNB SUNBELT RENTALS HOLDINGS INC | 1.2% | $72.9m | 974,361 | 1% | added | |
| 15 | AMZN AMAZON COM INC | Consumer Cyclical | 1.2% | $70.8m | 2,030,760 | 0% | held |
| 16 | ITIC INVESTORS TITLE CO NC | Financial Services | 1.0% | $58.4m | 213,300 | 0% | held |
| 17 | V VISA INC | Financial Services | 0.9% | $52.3m | 1,013,912 | 1% | added |
| 18 | GOOGL ALPHABET INC | Communication Services | 0.9% | $51.5m | 572,000 | 0% | held |
| 19 | GS GOLDMAN SACHS GROUP INC | Financial Services | 0.8% | $47.8m | 359,360 | 0% | held |
| 20 | FERG FERGUSON ENTERPRISES INC | Industrials | 0.7% | $42.8m | 180,200 | 6% | added |
| 21 | MELI MERCADOLIBRE INC | Consumer Cyclical | 0.7% | $40.7m | 24,000 | 340% | added |
| 22 | YUM YUM BRANDS INC | Consumer Cyclical | 0.7% | $39.2m | 245,213 | 0% | held |
| 23 | MAR MARRIOTT INTL INC NEW | Consumer Cyclical | 0.6% | $36.9m | 99,500 | 6% | added |
| 24 | ALL ALLSTATE CORP | Financial Services | 0.6% | $36.8m | 154,550 | 0% | held |
| 25 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 0.6% | $36.6m | 73,100 | 9% | added |
| 26 | COST COSTCO WHOLESALE CORPORATION | Consumer Defensive | 0.6% | $36.6m | 39,150 | 0% | held |
| 27 | HGTY HAGERTY INC | 0.6% | $35.9m | 3,108,000 | 0% | held | |
| 28 | URI UNITED RENTALS INC | Industrials | 0.6% | $35.3m | 31,150 | 0% | held |
| 29 | CSCO CISCO SYS INC | Technology | 0.6% | $34.8m | 355,500 | 0% | held |
| 30 | ABNB AIRBNB INC | Consumer Cyclical | 0.6% | $34.7m | 242,389 | 0% | held |
| 31 | WSO WATSCO INC | Industrials | 0.6% | $34.7m | 597,750 | 3% | added |
| 32 | LMT LOCKHEED MARTIN CORP | Industrials | 0.6% | $33.2m | 65,213 | 0% | held |
| 33 | HCA HCA HEALTHCARE INC | Healthcare | 0.6% | $32.9m | 84,366 | 2% | added |
| 34 | SHW SHERWIN WILLIAMS CO | Basic Materials | 0.5% | $32.4m | 94,172 | 0% | held |
| 35 | GD GENERAL DYNAMICS CORP | Industrials | 0.5% | $31.2m | 391,000 | 0% | held |
| 36 | LAMR LAMAR ADVERTISING CO | Real Estate | 0.5% | $30.1m | 193,000 | 0% | held |
| 37 | AAPL APPLE INC | Technology | 0.5% | $27.9m | 1,227,290 | 0% | held |
| 38 | CSX CSX CORP | Industrials | 0.5% | $27.8m | 584,500 | 10% | added |
| 39 | LOW LOWES COS INC | Consumer Cyclical | 0.5% | $27.2m | 751,980 | 2% | added |
| 40 | AMAT APPLIED MATLS INC | Technology | 0.4% | $26.3m | 36,350 | 0% | held |
| 41 | PGR PROGRESSIVE CORP | Financial Services | 0.4% | $26.2m | 753,750 | 0% | held |
| 42 | ADM ARCHER DANIELS MIDLAND CO | Consumer Defensive | 0.4% | $26.1m | 1,505,800 | 0% | held |
| 43 | APD AIR PRODUCTS AND CHEMICALS I | Basic Materials | 0.4% | $25.9m | 88,500 | 17% | added |
| 44 | FIX COMFORT SYS USA INC | Industrials | 0.4% | $25.8m | 13,000 | 0% | held |
| 45 | META META PLATFORMS INC | Communication Services | 0.4% | $24.3m | 234,163 | -6% | reduced |
| 46 | SCHW SCHWAB CHARLES CORP | Financial Services | 0.4% | $23.8m | 1,394,800 | 1% | added |
| 47 | BLK BLACKROCK INC | Financial Services | 0.4% | $23.1m | 220,200 | 0% | held |
| 48 | RLI RLI CORP | Financial Services | 0.4% | $22.8m | 2,394,544 | 0% | held |
| 49 | CAT CATERPILLAR INC | Industrials | 0.4% | $21.3m | 328,650 | 0% | held |
| 50 | EPD ENTERPRISE PRODS PARTNERS L | Energy | 0.4% | $20.9m | 569,000 | 182% | added |
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.