Investor
Markel Group Inc.
CIK 0001096343 · filed 2026-05-01 · SEC filing
13F book
$11.9B
Positions
129
4 new · 3 sold
Largest name
6.7%
Berkshire Hathaway Inc Del
Est. mark
−$694.8M
Price effect on 125 names still held. Flow $89.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del | — | 1.11K | $800M | 6.7% | −$40.8M | Held |
| Alphabet Inc | — | 2.75M | $788.8M | 6.6% | −$74.1M | Held |
| Berkshire Hathaway Inc Del | — | 1.53M | $734.1M | 6.1% | −$35.9M | Held |
| Brookfield Corp | — | 13.1M | $529.1M | 4.4% | −$70.9M | Held |
| Deere & Co | DE | 877.9K | $494.5M | 4.1% | $85.8M | Held |
| Amazon Com Inc | AMZN | 2.03M | $422.9M | 3.5% | −$45.8M | Held |
| Analog Devices Inc | ADI | 1.02M | $325.5M | 2.7% | $48M | Held |
| Apple Inc. | AAPL | 1.23M | $311.5M | 2.6% | −$22.2M | Held |
| Goldman Sachs Group Inc | — | 359.4K | $304M | 2.5% | −$11.9M | Held |
| Visa Inc. | V | 1M | $303.5M | 2.5% | −$48.4M | Added−$46.9M |
| Home Depot, Inc. | HD | 920K | $302.6M | 2.5% | −$14M | Held |
| Caterpillar Inc | CAT | 328.6K | $232.8M | 1.9% | $44.6M | Held |
| Watsco Inc | — | 582.2K | $211.8M | 1.8% | $15.5M | Added$17.1M |
| BlackRock, Inc. | BLK | 220.2K | $211.8M | 1.8% | −$23.9M | Held |
| Microsoft Corp | MSFT | 537.6K | $199M | 1.7% | −$60.8M | Added−$60.1M |
| Disney Walt Co | — | 2.03M | $195.8M | 1.6% | −$35.3M | Held |
| Franco Nev Corp | — | 708.5K | $175M | 1.5% | $27.2M | Added$33.4M |
| Lowes Cos Inc | — | 738.5K | $174.5M | 1.5% | −$3.58M | Added−$2.64M |
| Lpl Finl Hldgs Inc | — | 560K | $168.5M | 1.4% | −$31.5M | Held |
| Alphabet Inc | — | 572K | $164.5M | 1.4% | −$14.6M | Held |
| Progressive Corp | — | 753.8K | $149.4M | 1.3% | −$22.2M | Held |
| Johnson & Johnson | JNJ | 610.8K | $149.3M | 1.3% | $22.9M | Held |
| American Express Co | AXP | 490.4K | $148.4M | 1.2% | −$33M | Added−$32.4M |
| Meta Platforms, Inc. | META | 248.3K | $142.1M | 1.2% | −$21.8M | Held |
| Blackstone Inc. | BX | 1.23M | $141.3M | 1.2% | −$48.1M | Held |
| Texas Instrs Inc | — | 724K | $140.6M | 1.2% | $15M | Held |
| Rli Corp | RLI | 2.39M | $136.6M | 1.1% | −$16.6M | Held |
| Kkr & Co Inc | — | 1.45M | $134.3M | 1.1% | −$50.8M | Held |
| General Dynamics Corp | GD | 391K | $134.2M | 1.1% | $2.56M | Held |
| Marsh & Mclennan Cos Inc | — | 763.5K | $132.4M | 1.1% | −$9.19M | Added−$8.89M |
| Schwab Charles Corp | — | 1.38M | $130M | 1.1% | −$8.16M | Added−$7.41M |
| Apollo Global Mgmt Inc | — | 1.01M | $112.8M | 0.9% | −$33.8M | Held |
| Archer-Daniels-Midland Co | ADM | 1.51M | $109.5M | 0.9% | $22.9M | Held |
| Novo-Nordisk A S | — | 2.87M | $105.5M | 0.9% | −$40.5M | Held |
| Mastercard Inc | MA | 207.5K | $103.7M | 0.9% | −$14.8M | Held |
| Dollar Gen Corp New | — | 869.3K | $103.2M | 0.9% | −$12.2M | Held |
| Diageo Plc | — | 1.37M | $102.2M | 0.9% | −$16.2M | Added−$16.2M |
| Linde Plc | LIN | 204.6K | $101.4M | 0.9% | $13.9M | Added$16.1M |
| Brookfield Asset Managmt Ltd | — | 2.19M | $97.5M | 0.8% | −$17.4M | Held |
| Moodys Corp | — | 213.9K | $93.3M | 0.8% | −$16M | Held |
| Illinois Tool Wks Inc | — | 327.5K | $85.2M | 0.7% | $4.58M | Held |
| Old Dominion Freight Line In | — | 429.1K | $83.9M | 0.7% | $16.3M | Added$17.7M |
| Norfolk Southn Corp | — | 282.5K | $81.1M | 0.7% | −$470.4K | Added$2.11M |
| Heico Corp New | — | 379.6K | $80.1M | 0.7% | −$15.7M | Held |
| Rollins Inc | ROL | 1.5M | $80M | 0.7% | −$9.84M | Added−$9.36M |
| Nvr Inc | NVR | 12.1K | $79.7M | 0.7% | −$8.44M | Added−$7.91M |
| MSCI Inc. | MSCI | 142.8K | $77M | 0.6% | −$4.96M | Held |
| Jpmorgan Chase & Co. | — | 252.6K | $74.3M | 0.6% | −$7.09M | Held |
| Ecolab Inc. | ECL | 274.3K | $73M | 0.6% | $960K | Held |
| Carlyle Group Inc | — | 1.33M | $64.2M | 0.5% | −$14.2M | Held |
| Sunbelt Rentals Holdings, Inc. | SUNB | 963.4K | $62.7M | 0.5% | — | New |
| Tyson Foods, Inc. | TSN | 889.5K | $57M | 0.5% | $4.82M | Added$5.14M |
| Starbucks Corp | SBUX | 623.8K | $55.9M | 0.5% | $3.36M | Held |
| Rockwell Automation, Inc | ROK | 154.9K | $55.6M | 0.5% | −$4.68M | Held |
| S&P Global Inc. | SPGI | 117.7K | $50.1M | 0.4% | −$11.4M | Cut−$28.7M |
| Hanover Ins Group Inc | — | 281K | $48.7M | 0.4% | −$2.65M | Held |
| Investors Title Co Nc | — | 213.3K | $46.4M | 0.4% | −$6.89M | Held |
| Aon plc | AON | 135.8K | $43.8M | 0.4% | −$4.03M | Added−$3.47M |
| RTX Corp | RTX | 224K | $43.2M | 0.4% | $2.13M | Held |
| Ferguson Enterprises Inc | — | 170.7K | $39.8M | 0.3% | $1.74M | Added$3.42M |
| Lockheed Martin Corp | LMT | 65.2K | $39.4M | 0.3% | $7.79M | Added$8.21M |
| Costco Whsl Corp New | — | 39.1K | $39M | 0.3% | $5.25M | Held |
| HCA Healthcare, Inc. | HCA | 82.4K | $39M | 0.3% | $514.7K | Added$1.34M |
| Yum Brands Inc | YUM | 245.2K | $38.1M | 0.3% | $951.1K | Added$3.87M |
| Union Pac Corp | — | 150.3K | $36.5M | 0.3% | $1.6M | Added$3.78M |
| Thermo Fisher Scientific Inc. | TMO | 67.1K | $33M | 0.3% | −$5.52M | Added−$3.41M |
| Hagerty, Inc. | HGTY | 3.11M | $32.7M | 0.3% | −$9.04M | Held |
| Allstate Corp | — | 154.6K | $32M | 0.3% | −$125.2K | Held |
| Accenture Plc Ireland | — | 159.4K | $31.6M | 0.3% | −$11.2M | Held |
| Marriott Intl Inc New | — | 93.8K | $30.7M | 0.3% | $1.51M | Added$2.82M |
| Airbnb, Inc. | ABNB | 242.4K | $30.6M | 0.3% | −$2.27M | Added−$2M |
| Sherwin Williams Co | SHW | 94.2K | $30.2M | 0.3% | −$327.7K | Held |
| Verisk Analytics, Inc. | VRSK | 155.9K | $29.6M | 0.2% | −$5.29M | Held |
| Factset Resh Sys Inc | — | 135.4K | $29.4M | 0.2% | −$8.92M | Added−$5.99M |
| Price T Rowe Group Inc | TROW | 314K | $28.3M | 0.2% | −$3.84M | Held |
| Comcast Corp New | — | 961.9K | $27.6M | 0.2% | −$1.14M | Held |
| Cisco Sys Inc | — | 355.5K | $27.6M | 0.2% | $199.1K | Held |
| Lamar Advertising Co/New | LAMR | 193K | $24.4M | 0.2% | $14.8K | Added$1.03M |
| NIKE, Inc. | NKE | 447.4K | $23.6M | 0.2% | −$4.87M | Held |
| United Rentals, Inc. | URI | 31.1K | $22.7M | 0.2% | −$2.52M | Held |
| Brown Forman Corp | — | 843K | $22.6M | 0.2% | $404.6K | Held |
| Crown Hldgs Inc | — | 220K | $22.1M | 0.2% | −$576.6K | Added$225.4K |
| Air Prods & Chems Inc | — | 75.5K | $21.9M | 0.2% | $3.11M | Added$4.27M |
| Csx Corp | CSX | 530K | $21.8M | 0.2% | $2.11M | Added$5.81M |
| Renaissancere Hldgs Ltd | — | 70K | $20.8M | 0.2% | $1.12M | Held |
| Philip Morris Intl Inc | — | 114.5K | $18.9M | 0.2% | $565.6K | Held |
| Comfort Sys Usa Inc | — | 13K | $17.9M | 0.1% | $5.79M | Held |
| Capital One Finl Corp | — | 91K | $16.6M | 0.1% | −$5.45M | Held |
| Wells Fargo Co New | — | 204.4K | $16.3M | 0.1% | −$2.78M | Held |
| Hershey Co | HSY | 75K | $15.6M | 0.1% | $1.75M | Added$3.31M |
| Hexcel Corp New | — | 189K | $15.3M | 0.1% | $1.33M | Held |
| Pepsico Inc | PEP | 96.2K | $14.9M | 0.1% | $1.13M | Held |
| Bank New York Mellon Corp | — | 124.5K | $14.8M | 0.1% | $308.6K | Added$664.5K |
| Cme Group Inc. | CME | 49.8K | $14.7M | 0.1% | $1.02M | Added$2.2M |
| Paychex Inc | PAYX | 150K | $13.8M | 0.1% | −$3.01M | Held |
| Sei Invts Co | — | 173.2K | $13.6M | 0.1% | −$614.9K | Held |
| CARRIER GLOBAL Corp | CARR | 235K | $13.2M | 0.1% | $815.4K | Held |
| Equifax Inc | EFX | 72.8K | $13.1M | 0.1% | −$2.69M | Held |
| Spotify Technology S.A. | SPOT | 25.9K | $12.6M | 0.1% | −$2.48M | Held |
| Brown Forman Corp | — | 474.2K | $12.5M | 0.1% | $180.2K | Held |
| Applied Matls Inc | — | 36.4K | $12.4M | 0.1% | $2.89M | Added$3.66M |
| Cboe Global Mkts Inc | — | 43.7K | $12.3M | 0.1% | $1.26M | Added$1.8M |
| Shopify Inc. | SHOP | 102.8K | $12.2M | 0.1% | −$4.35M | Held |
| Huntington Ingalls Inds Inc | — | 27.5K | $10.4M | 0.1% | $1.02M | Added$1.78M |
| Uber Technologies, Inc | UBER | 142.5K | $10.3M | 0.1% | −$1.37M | Added−$1.19M |
| Scotts Miracle-Gro Co | SMG | 168K | $10.2M | 0.1% | $413.3K | Held |
| Mercadolibre Inc | MELI | 5.45K | $9.42M | 0.1% | — | New |
| Otis Worldwide Corp | OTIS | 114.6K | $8.83M | 0.1% | −$1.18M | Held |
| Iqvia Hldgs Inc | — | 46.9K | $8M | 0.1% | −$2.57M | Held |
| Exxon Mobil Corp | — | 47K | $7.97M | 0.1% | $1.87M | Added$3.4M |
| Enterprise Prods Partners L | — | 202K | $7.64M | 0.1% | — | New |
| Sony Group Corp | — | 335K | $6.93M | 0.1% | −$1.64M | Held |
| Eastman Chem Co | — | 75K | $5.72M | 0.0% | $936.1K | Held |
| Carmax Inc | KMX | 136.5K | $5.68M | 0.0% | $401.3K | Held |
| Canadian Natl Ry Co | — | 53.5K | $5.5M | 0.0% | $174.4K | Added$1.1M |
| Graham Hldgs Co | — | 5.2K | $5.5M | 0.0% | −$215K | Held |
| Unitedhealth Group Inc | UNH | 18.7K | $5.06M | 0.0% | −$1.11M | Cut−$3.69M |
| Insperity, Inc. | NSP | 181.3K | $4.9M | 0.0% | −$1.79M | Added−$1.02M |
| Canadian Pacific Kansas City | — | 59.5K | $4.68M | 0.0% | $254K | Added$962K |
| Intercontinental Exchange In | — | 28.9K | $4.54M | 0.0% | −$97.7K | Added$1.16M |
| Berkley W R Corp | — | 60.8K | $4.03M | 0.0% | −$233.3K | Held |
| Brunswick Corp | — | 51.3K | $3.73M | 0.0% | −$70.7K | Added$184K |
| Mgm Resorts International | MGM | 87.5K | $3.24M | 0.0% | $45.5K | Held |
| Eagle Matls Inc | — | 14.8K | $2.79M | 0.0% | −$254.1K | Held |
| Acuity Inc | — | 9.75K | $2.73M | 0.0% | −$778.2K | Held |
| Sysco Corp | SYY | 30.5K | $2.18M | 0.0% | −$72K | Held |
| Dominos Pizza Inc | DPZ | 5.5K | $1.97M | 0.0% | −$319.2K | Held |
| Brown & Brown, Inc. | BRO | 14K | $912.9K | 0.0% | −$159.4K | Added$36.2K |
| Weyerhaeuser Co Mtn Be | WY | 17.5K | $427.5K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.