MARKEL GROUP INC.
Institutional investor · Portfolio as of Q2 2025
Top Holdings137 positions
BERKSHIRE HATHAWAY INC DEL | 1,114 | $811.9M | 6.9% | $301,298.54 | +142.60% | 26 qtrssince 2019-Q1 | Unchanged 0 |
Berkshire Hathaway Inc. | 1.5M | $744.2M | 6.3% | $200.88 | +141.82% | 26 qtrssince 2019-Q1 | Unchanged 0 |
BROOKFIELD CORP CL A LTD VT SH | 8.7M | $539.1M | 4.6% | $20.43 | +100.29% | 11 qtrssince 2022-Q4 | Unchanged 0 |
Alphabet Inc. | 2.7M | $487.8M | 4.1% | $58.14 | +204.02% | 26 qtrssince 2019-Q1 | Unchanged 0 |
Deere & Company | 877,900 | $446.4M | 3.8% | $178.86 | +180.77% | 26 qtrssince 2019-Q1 | Increased 57 |
Amazon.com, Inc. | 2M | $445.5M | 3.8% | $90.15 | +143.37% | 26 qtrssince 2019-Q1 | Unchanged 0 |
Visa Inc | 999,285 | $354.8M | 3.0% | $151.90 | +131.47% | 26 qtrssince 2019-Q1 | Unchanged 0 |
Home Depot Inc. | 920,000 | $337.3M | 2.9% | $159.31 | +122.54% | 26 qtrssince 2019-Q1 | Unchanged 0 |
Analog Devices Inc. | 1.2M | $277.9M | 2.3% | $109.36 | +114.77% | 26 qtrssince 2019-Q1 | Unchanged 0 |
Microsoft Corp. | 527,480 | $262.4M | 2.2% | $138.67 | +255.20% | 26 qtrssince 2019-Q1 | Increased 53 |
Goldman Sachs Group, Inc. | 359,360 | $254.3M | 2.2% | $172.74 | +299.68% | 26 qtrssince 2019-Q1 | Unchanged 0 |
DISNEY WALT CO | 2M | $251.9M | 2.1% | $106.99 | +14.25% | 26 qtrssince 2019-Q1 | Unchanged 0 |
Apple Inc. | 1.2M | $251.8M | 2.1% | $48.96 | +317.08% | 26 qtrssince 2019-Q1 | Unchanged 0 |
WATSCO INC | 565,169 | $249.6M | 2.1% | $174.79 | +142.95% | 26 qtrssince 2019-Q1 | Decreased 0 |
BLACKROCK INC COM | 220,200 | $231M | 2.0% | $1,006.79 | +3.08% | 3 qtrssince 2024-Q4 | Unchanged 0 |
Meta Platforms Inc | 280,281 | $206.9M | 1.7% | $197.41 | +272.37% | 26 qtrssince 2019-Q1 | Increased 48 |
LPL FINL HLDGS INC | 544,604 | $204.2M | 1.7% | $235.06 | +58.81% | 11 qtrssince 2022-Q4 | Increased 49 |
The Progressive Corporation | 753,750 | $201.1M | 1.7% | $63.75 | +292.72% | 26 qtrssince 2019-Q1 | Unchanged 0 |
KKR & CO INC | 1.5M | $193.1M | 1.6% | — | — | — | Unchanged 0 |
BLACKSTONE GROUP INC | 1.2M | $183.8M | 1.6% | $38.26 | +273.46% | 24 qtrssince 2019-Q3 | Unchanged 0 |
MARKEL GROUP INC. manages $11.8B across 137 positions as of Q2 2025. Top holdings: BRK/A (6.9%), BRK/B (6.3%), BN (4.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Added 3 new positions, exited 1, increased 37, trimmed 6. Top move: DE (INCREASED, conviction 57). Portfolio: $11.8B across 137 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR