Activity Feed

Free — 5 of 48

Data as of Q4 2025

All position changes for MARKEL GROUP INC.. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	BN BROOKFIELD CORP	Increased	13.1M	+50.0%	$599.9M	4.8%	80
2025-Q4	ADI Analog Devices Inc	Decreased	1M	-12.4%	$277.5M	2.2%	0
2025-Q4	MSFT Microsoft Corp	Increased	535,680	+0.7%	$259.1M	2.1%	53
2025-Q4	LPLA LPL Financial Holdings Inc	Increased	559,951	+1.2%	$200M	1.6%	49
2025-Q4	WSO Watsco Inc	Increased	577,669	+2.2%	$194.6M	1.6%	49
Showing 5 of 48 results.PROUpgrade to see all →

Upgrade to Pro for 2 years of historical data, full analytics access, and CSV exports

Starting at $16/mo billed annually

Join investors tracking institutional hedge fund positions

Cancel anytime — no lock-in