MARKEL GROUP INC.MARKEL GROUP INC.

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings129 positions

Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

BERKSHIRE HATHAWAY INC DEL

1,114$800M6.7%$301,298.54+137.74%
29 qtrssince 2019-Q1
Unchanged
0

ALPHABET INC

2.7M$788.8M6.6%$95.40+272.13%
29 qtrssince 2019-Q1
Unchanged
0

BERKSHIRE HATHAWAY INC DEL

1.5M$734.1M6.1%$200.88+137.63%
29 qtrssince 2019-Q1
Unchanged
0

BROOKFIELD CORP

13.1M$529.1M4.4%$29.12+50.19%
14 qtrssince 2022-Q4
Unchanged
0

DEERE & CO

877,900$494.5M4.1%$179.81+226.38%
29 qtrssince 2019-Q1
Unchanged
0

AMAZON COM INC

2M$422.9M3.5%$108.03+127.10%
29 qtrssince 2019-Q1
Unchanged
0

ANALOG DEVICES INC

1M$325.5M2.7%$110.18+259.10%
29 qtrssince 2019-Q1
Unchanged
0

APPLE INC

1.2M$311.5M2.6%$96.53+226.64%
29 qtrssince 2019-Q1
Unchanged
0

GOLDMAN SACHS GROUP INC

359,360$304M2.5%$175.53+501.13%
29 qtrssince 2019-Q1
Unchanged
0

VISA INC

1M$303.5M2.5%$153.30+127.64%
29 qtrssince 2019-Q1
Increased
53

HOME DEPOT INC

920,000$302.6M2.5%$162.77+110.91%
29 qtrssince 2019-Q1
Unchanged
0

CATERPILLAR INC

328,650$232.8M2.0%$142.14+570.05%
29 qtrssince 2019-Q1
Unchanged
0

WATSCO INC

582,169$211.8M1.8%$182.74+110.06%
29 qtrssince 2019-Q1
Increased
48

BLACKROCK INC

220,200$211.8M1.8%$1,006.79+2.91%
6 qtrssince 2024-Q4
Unchanged
0

MICROSOFT CORP

537,630$199M1.7%$145.95+163.86%
29 qtrssince 2019-Q1
Increased
48

DISNEY WALT CO

2M$195.8M1.6%$107.95-11.43%
29 qtrssince 2019-Q1
Unchanged
0

FRANCO NEV CORP

708,500$175M1.5%$143.43+43.29%
8 qtrssince 2024-Q2
Increased
50

LOWES COS INC

738,480$174.5M1.5%$121.18+74.64%
29 qtrssince 2019-Q1
Increased
48

LPL FINL HLDGS INC

559,951$168.5M1.4%$238.72+32.81%
14 qtrssince 2022-Q4
Unchanged
0

ALPHABET INC

572,000$164.5M1.4%$100.09+256.87%
29 qtrssince 2019-Q1
Unchanged
0
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$11.9B
AUM
129
Positions
Q1 2026
Filing
Rating · 4.5
Quarterly Portfolio Change
+2%Q4'24$11.3B-1%Q1'25$11.3B+5%Q2'25$11.8B+4%Q3'25$12.3B+2%Q4'25$12.5B-5%Q1'26$11.9B
Activity profile
$ moved · Q1'26
New16%Increased72%Decreased7%Exited5%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 5.1 years
<1Q3%1-4Q5%1-2Y9%2Y+83%

MARKEL GROUP INC. manages $11.9B across 129 positions as of Q1 2026. Top holdings: BRK/A (6.7%), GOOG (6.6%), BRK/B (6.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4.5/5.0.

Q1 2026 Summary

Added 4 new positions, exited 3, increased 43, trimmed 2. Top move: V (INCREASED, conviction 53). Portfolio: $11.9B across 129 positions.

Top holdings by portfolio weight

Total AUM$12B
BRK/A6.70%
GOOG6.61%
BRK/B6.15%
BN4.43%
DE4.14%
AMZN3.54%
ADI2.73%
AAPL2.61%
GS2.55%
V2.54%
Other2.53%

Portfolio allocation by GICS sector

Sectors10
Financial Services42.74%
Industrials15.06%
Communication Services11.21%
Consumer Cyclical10.82%
Technology9.19%
Consumer Defensive4.24%
Basic Materials3.54%
Healthcare2.86%
Real Estate0.21%
Energy0.13%

Behavioral investing profile

7-dimension quality assessment
Elite(4.5 / 5.0)
Track Record82
Conviction40
Concentration63
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

Security
7Q
FNVFRANCO NEV CORP
Q3 2024 Q1 2026+463,500 shares+$146M
7Q
HCAHCA HEALTHCARE INC
Q3 2024 Q1 2026+47,325 shares+$27.7M
7Q
LAMRLAMAR ADVERTISING CO
Q3 2024 Q1 2026+99,000 shares+$13.2M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

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