13F holdings
Markel Group Inc. portfolio
Managed by . 129 reported positions worth $11.9B as of 2026-03-31, filed with the SEC on 2026-05-01. Parsed from the filing itself, not a reseller.
$11.9B
Book value
129
Positions
42%
Top 10 weight
+4
New this quarter
-3
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 31 days old on 2026-05-01, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (4)
Closed out (3)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| TGT | TARGET CORP | $13.0M | 133,000 | 0.00% |
| CHH | CHOICE HOTELS INTL INC | $11.0M | 115,500 | 0.00% |
| TRU | TRANSUNION | $171,500 | 2,000 | 0.00% |
Added to (31)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| FNV | FRANCO NEV CORP | $175.0M | 708,500 | 1.47% | +4% |
| LIN | LINDE PLC | $101.4M | 204,600 | 0.85% | +2% |
| ODFL | OLD DOMINION FREIGHT LINE IN | $83.9M | 429,150 | 0.70% | +2% |
| NSC | NORFOLK SOUTHN CORP | $81.1M | 282,500 | 0.68% | +3% |
| AON | AON PLC | $43.8M | 135,800 | 0.37% | +1% |
| FERG | FERGUSON ENTERPRISES INC | $39.8M | 170,700 | 0.33% | +4% |
| LMT | LOCKHEED MARTIN CORP | $39.4M | 65,213 | 0.33% | +1% |
| HCA | HCA HEALTHCARE INC | $39.0M | 82,430 | 0.33% | +2% |
| YUM | YUM BRANDS INC | $38.1M | 245,213 | 0.32% | +8% |
| UNP | UNION PAC CORP | $36.5M | 150,278 | 0.31% | +6% |
| TMO | THERMO FISHER SCIENTIFIC INC | $33.0M | 67,100 | 0.28% | +7% |
| MAR | MARRIOTT INTL INC NEW | $30.7M | 93,750 | 0.26% | +4% |
| FDS | FACTSET RESH SYS INC | $29.4M | 135,376 | 0.25% | +11% |
| LAMR | LAMAR ADVERTISING CO NEW | $24.4M | 193,000 | 0.20% | +4% |
| CCK | CROWN HLDGS INC | $22.1M | 220,000 | 0.18% | +4% |
The book
All reported holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $800.0M | 1,114 | 6.70% | — |
| GOOG | ALPHABET INC | $788.8M | 2,749,860 | 6.61% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $734.1M | 1,531,971 | 6.15% | — |
| BN | BROOKFIELD CORP | $529.1M | 13,073,609 | 4.43% | — |
| DE | DEERE & CO | $494.5M | 877,900 | 4.14% | — |
| AMZN | AMAZON COM INC | $422.9M | 2,030,760 | 3.54% | — |
| ADI | ANALOG DEVICES INC | $325.5M | 1,023,245 | 2.73% | — |
| AAPL | APPLE INC | $311.5M | 1,227,290 | 2.61% | — |
| GS | GOLDMAN SACHS GROUP INC | $304.0M | 359,360 | 2.55% | — |
| V | VISA INC | $303.5M | 1,004,331 | 2.54% | — |
| HD | HOME DEPOT INC | $302.6M | 920,000 | 2.53% | — |
| CAT | CATERPILLAR INC | $232.8M | 328,650 | 1.95% | — |
| WSO | WATSCO INC | $211.8M | 582,169 | 1.77% | — |
| BLK | BLACKROCK INC | $211.8M | 220,200 | 1.77% | — |
| MSFT | MICROSOFT CORP | $199.0M | 537,630 | 1.67% | — |
| DIS | DISNEY WALT CO | $195.8M | 2,031,665 | 1.64% | — |
| FNV | FRANCO NEV CORP | $175.0M | 708,500 | 1.47% | — |
| LOW | LOWES COS INC | $174.5M | 738,480 | 1.46% | — |
| LPLA | LPL FINL HLDGS INC | $168.5M | 559,951 | 1.41% | — |
| GOOGL | ALPHABET INC | $164.5M | 572,000 | 1.38% | — |
| PGR | PROGRESSIVE CORP | $149.4M | 753,750 | 1.25% | — |
| JNJ | JOHNSON & JOHNSON | $149.3M | 610,800 | 1.25% | — |
| AXP | AMERICAN EXPRESS CO | $148.4M | 490,450 | 1.24% | — |
| META | META PLATFORMS INC | $142.1M | 248,303 | 1.19% | — |
| BX | BLACKSTONE INC | $141.3M | 1,229,000 | 1.18% | — |
| TXN | TEXAS INSTRS INC | $140.6M | 724,000 | 1.18% | — |
| RLI | RLI CORP | $136.6M | 2,394,544 | 1.14% | — |
| KKR | KKR & CO INC | $134.3M | 1,451,800 | 1.12% | — |
| GD | GENERAL DYNAMICS CORP | $134.2M | 391,000 | 1.12% | — |
| MRSH | MARSH & MCLENNAN COS INC | $132.4M | 763,500 | 1.11% | — |
| SCHW | SCHWAB CHARLES CORP | $130.0M | 1,383,800 | 1.09% | — |
| APO | APOLLO GLOBAL MGMT INC | $112.8M | 1,012,500 | 0.94% | — |
| ADM | ARCHER DANIELS MIDLAND CO | $109.5M | 1,505,800 | 0.92% | — |
| NVO | NOVO-NORDISK A S | $105.5M | 2,869,774 | 0.88% | — |
| MA | MASTERCARD INCORPORATED | $103.7M | 207,540 | 0.87% | — |
| DG | DOLLAR GEN CORP NEW | $103.2M | 869,250 | 0.86% | — |
| DEO | DIAGEO PLC | $102.2M | 1,372,208 | 0.86% | — |
| LIN | LINDE PLC | $101.4M | 204,600 | 0.85% | — |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $97.5M | 2,193,953 | 0.82% | — |
| MCO | MOODYS CORP | $93.3M | 213,890 | 0.78% | — |
| ITW | ILLINOIS TOOL WKS INC | $85.2M | 327,500 | 0.71% | — |
| ODFL | OLD DOMINION FREIGHT LINE IN | $83.9M | 429,150 | 0.70% | — |
| NSC | NORFOLK SOUTHN CORP | $81.1M | 282,500 | 0.68% | — |
| HEI/A | HEICO CORP NEW | $80.1M | 379,644 | 0.67% | — |
| ROL | ROLLINS INC | $80.0M | 1,498,025 | 0.67% | — |
| NVR | NVR INC | $79.7M | 12,087 | 0.67% | — |
| MSCI | MSCI INC | $77.0M | 142,850 | 0.64% | — |
| JPM | JPMORGAN CHASE & CO. | $74.3M | 252,550 | 0.62% | — |
| ECL | ECOLAB INC | $73.0M | 274,300 | 0.61% | — |
| CG | CARLYLE GROUP INC | $64.2M | 1,327,000 | 0.54% | — |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $62.7M | 963,361 | 0.53% | — |
| TSN | TYSON FOODS INC | $57.0M | 889,500 | 0.48% | — |
| SBUX | STARBUCKS CORP | $55.9M | 623,818 | 0.47% | — |
| ROK | ROCKWELL AUTOMATION INC | $55.6M | 154,900 | 0.47% | — |
| SPGI | S&P GLOBAL INC | $50.1M | 117,690 | 0.42% | — |
| THG | HANOVER INS GROUP INC | $48.7M | 281,000 | 0.41% | — |
| ITIC | INVESTORS TITLE CO NC | $46.4M | 213,300 | 0.39% | — |
| AON | AON PLC | $43.8M | 135,800 | 0.37% | — |
| RTX | RTX CORPORATION | $43.2M | 224,000 | 0.36% | — |
| FERG | FERGUSON ENTERPRISES INC | $39.8M | 170,700 | 0.33% | — |
| LMT | LOCKHEED MARTIN CORP | $39.4M | 65,213 | 0.33% | — |
| COST | COSTCO WHSL CORP NEW | $39.0M | 39,150 | 0.33% | — |
| HCA | HCA HEALTHCARE INC | $39.0M | 82,430 | 0.33% | — |
| YUM | YUM BRANDS INC | $38.1M | 245,213 | 0.32% | — |
| UNP | UNION PAC CORP | $36.5M | 150,278 | 0.31% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $33.0M | 67,100 | 0.28% | — |
| HGTY | HAGERTY INC | $32.7M | 3,108,000 | 0.27% | — |
| ALL | ALLSTATE CORP | $32.0M | 154,550 | 0.27% | — |
| ACN | ACCENTURE PLC IRELAND | $31.6M | 159,400 | 0.26% | — |
| MAR | MARRIOTT INTL INC NEW | $30.7M | 93,750 | 0.26% | — |
| ABNB | AIRBNB INC | $30.6M | 242,389 | 0.26% | — |
| SHW | SHERWIN WILLIAMS CO | $30.2M | 94,172 | 0.25% | — |
| VRSK | VERISK ANALYTICS INC | $29.6M | 155,950 | 0.25% | — |
| FDS | FACTSET RESH SYS INC | $29.4M | 135,376 | 0.25% | — |
| TROW | PRICE T ROWE GROUP INC | $28.3M | 314,000 | 0.24% | — |
| CMCSA | COMCAST CORP NEW | $27.6M | 961,880 | 0.23% | — |
| CSCO | CISCO SYS INC | $27.6M | 355,500 | 0.23% | — |
| LAMR | LAMAR ADVERTISING CO NEW | $24.4M | 193,000 | 0.20% | — |
| NKE | NIKE INC | $23.6M | 447,400 | 0.20% | — |
| URI | UNITED RENTALS INC | $22.7M | 31,150 | 0.19% | — |
| BF/A | BROWN FORMAN CORP | $22.6M | 843,000 | 0.19% | — |
| CCK | CROWN HLDGS INC | $22.1M | 220,000 | 0.18% | — |
| APD | AIR PRODS & CHEMS INC | $21.9M | 75,500 | 0.18% | — |
| CSX | CSX CORP | $21.8M | 530,000 | 0.18% | — |
| RNR | RENAISSANCERE HLDGS LTD | $20.8M | 70,000 | 0.17% | — |
| PM | PHILIP MORRIS INTL INC | $18.9M | 114,500 | 0.16% | — |
| FIX | COMFORT SYS USA INC | $17.9M | 13,000 | 0.15% | — |
| COF | CAPITAL ONE FINL CORP | $16.6M | 91,000 | 0.14% | — |
| WFC | WELLS FARGO CO NEW | $16.3M | 204,450 | 0.14% | — |
| HSY | HERSHEY CO | $15.6M | 75,000 | 0.13% | — |
| HXL | HEXCEL CORP NEW | $15.3M | 189,000 | 0.13% | — |
| PEP | PEPSICO INC | $14.9M | 96,210 | 0.13% | — |
| BNY | BANK NEW YORK MELLON CORP | $14.8M | 124,500 | 0.12% | — |
| CME | CME GROUP INC | $14.7M | 49,750 | 0.12% | — |
| PAYX | PAYCHEX INC | $13.8M | 150,000 | 0.12% | — |
| SEIC | SEI INVTS CO | $13.6M | 173,200 | 0.11% | — |
| CARR | CARRIER GLOBAL CORPORATION | $13.2M | 235,000 | 0.11% | — |
| EFX | EQUIFAX INC | $13.1M | 72,850 | 0.11% | — |
| SPOT | SPOTIFY TECHNOLOGY S A | $12.6M | 25,900 | 0.11% | — |
| BF/B | BROWN FORMAN CORP | $12.5M | 474,187 | 0.11% | — |
| AMAT | APPLIED MATLS INC | $12.4M | 36,350 | 0.10% | — |
| CBOE | CBOE GLOBAL MKTS INC | $12.3M | 43,700 | 0.10% | — |
| SHOP | SHOPIFY INC | $12.2M | 102,750 | 0.10% | — |
| HII | HUNTINGTON INGALLS INDS INC | $10.4M | 27,500 | 0.09% | — |
| UBER | UBER TECHNOLOGIES INC | $10.3M | 142,500 | 0.09% | — |
| SMG | SCOTTS MIRACLE-GRO CO | $10.2M | 168,000 | 0.09% | — |
| MELI | MERCADOLIBRE INC | $9.4M | 5,450 | 0.08% | — |
| OTIS | OTIS WORLDWIDE CORP | $8.8M | 114,620 | 0.07% | — |
| IQV | IQVIA HLDGS INC | $8.0M | 46,900 | 0.07% | — |
| EXMOC | EXXON MOBIL CORP | $8.0M | 47,000 | 0.07% | — |
| EPD | ENTERPRISE PRODS PARTNERS L | $7.6M | 202,000 | 0.06% | — |
| SONY | SONY GROUP CORP | $6.9M | 335,000 | 0.06% | — |
| EMN | EASTMAN CHEM CO | $5.7M | 74,950 | 0.05% | — |
| KMX | CARMAX INC | $5.7M | 136,500 | 0.05% | — |
| CNI | CANADIAN NATL RY CO | $5.5M | 53,500 | 0.05% | — |
| GHC | GRAHAM HLDGS CO | $5.5M | 5,200 | 0.05% | — |
| UNH | UNITEDHEALTH GROUP INC | $5.1M | 18,700 | 0.04% | — |
| NSP | INSPERITY INC | $4.9M | 181,336 | 0.04% | — |
| CP | CANADIAN PACIFIC KANSAS CITY | $4.7M | 59,500 | 0.04% | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4.5M | 28,870 | 0.04% | — |
| WRB | BERKLEY W R CORP | $4.0M | 60,750 | 0.03% | — |
| BC | BRUNSWICK CORP | $3.7M | 51,250 | 0.03% | — |
| MGM | MGM RESORTS INTERNATIONAL | $3.2M | 87,500 | 0.03% | — |
| EXP | EAGLE MATLS INC | $2.8M | 14,750 | 0.02% | — |
| AYI | ACUITY INC | $2.7M | 9,750 | 0.02% | — |
| SYY | SYSCO CORP | $2.2M | 30,500 | 0.02% | — |
| DPZ | DOMINOS PIZZA INC | $2.0M | 5,500 | 0.02% | — |
| BRO | BROWN & BROWN INC | $912,940 | 14,000 | 0.01% | — |
| WY | WEYERHAEUSER CO MTN BE | $427,525 | 17,500 | 0.00% | — |
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by Markel Group Inc. (CIK 1096343, accession 0001096343-26-000044). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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