EdgeMarket › What Markel Group Inc. reported owning
What Markel Group Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
11.9BPositions
129Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| unmapped CUSIP 084670108 | 800.0M | 6.7% | 1.1K | — | — |
| GOOG Alphabet Inc. | 788.8M | 6.6% | 2.7M | 341.75 | +70.7% |
| unmapped CUSIP 084670702 | 734.1M | 6.1% | 1.5M | — | — |
| BN BROOKFIELD Corp /ON/ | 529.1M | 4.4% | 13.1M | 41.69 | -2.4% |
| DE DEERE & CO | 494.5M | 4.1% | 877.9K | 647.47 | +31.4% |
| AMZN AMAZON COM INC | 422.9M | 3.5% | 2.0M | 258.63 | +15.6% |
| ADI ANALOG DEVICES INC | 325.5M | 2.7% | 1.0M | 373.09 | +52.4% |
| AAPL Apple Inc. | 311.5M | 2.6% | 1.2M | 309.35 | +36.9% |
| GS GOLDMAN SACHS GROUP INC | 304.0M | 2.5% | 359.4K | 1,039.28 | +44.2% |
| V VISA INC. | 303.5M | 2.5% | 1.0M | 371.04 | +7.9% |
| HD HOME DEPOT, INC. | 302.6M | 2.5% | 920.0K | 335.61 | -16.5% |
| CAT CATERPILLAR INC | 232.8M | 2.0% | 328.6K | 827.90 | +96.8% |
| WSO WATSCO INC | 211.8M | 1.8% | 582.2K | 311.94 | -25.5% |
| BLK BlackRock, Inc. | 211.8M | 1.8% | 220.2K | 1,156.55 | +2.5% |
| MSFT MICROSOFT CORP | 199.0M | 1.7% | 537.6K | 483.24 | -4.4% |
| DIS Walt Disney Co | 195.8M | 1.6% | 2.0M | 107.78 | -7.9% |
| FNV FRANCO NEVADA Corp | 175.0M | 1.5% | 708.5K | 265.74 | +49.0% |
| LOW LOWES COMPANIES INC | 174.5M | 1.5% | 738.5K | 216.09 | -16.0% |
| LPLA LPL Financial Holdings Inc. | 168.5M | 1.4% | 560.0K | 361.35 | +1.7% |
| GOOGL Alphabet Inc. | 164.5M | 1.4% | 572.0K | 344.82 | +73.0% |
| PGR PROGRESSIVE CORP/OH/ | 149.4M | 1.3% | 753.8K | 219.28 | -13.2% |
| JNJ JOHNSON & JOHNSON | 149.3M | 1.3% | 610.8K | 270.24 | +51.1% |
| AXP AMERICAN EXPRESS CO | 148.4M | 1.2% | 490.4K | 336.00 | +8.9% |
| META Meta Platforms, Inc. | 142.1M | 1.2% | 248.3K | 549.90 | -26.5% |
| BX Blackstone Inc. | 141.3M | 1.2% | 1.2M | 143.38 | -12.8% |
| TXN TEXAS INSTRUMENTS INC | 140.6M | 1.2% | 724.0K | 264.36 | +31.7% |
| RLI RLI CORP | 136.6M | 1.1% | 2.4M | 65.38 | -3.7% |
| KKR KKR & Co. Inc. | 134.3M | 1.1% | 1.5M | 108.48 | -21.4% |
| GD GENERAL DYNAMICS CORP | 134.2M | 1.1% | 391.0K | 384.29 | +21.0% |
| MRSH MARSH & MCLENNAN COMPANIES, INC. | 132.4M | 1.1% | 763.5K | 192.01 | -9.1% |
| SCHW SCHWAB CHARLES CORP | 130.0M | 1.1% | 1.4M | 112.30 | +17.6% |
| APO Apollo Global Management, Inc. | 112.8M | 0.9% | 1.0M | 132.69 | -2.0% |
| ADM Archer-Daniels-Midland Co | 109.5M | 0.9% | 1.5M | 80.30 | +32.2% |
| NVO NOVO NORDISK A S | 105.5M | 0.9% | 2.9M | 46.74 | -13.9% |
| MA Mastercard Inc | 103.7M | 0.9% | 207.5K | 580.63 | -2.0% |
| DG DOLLAR GENERAL CORP | 103.2M | 0.9% | 869.2K | 123.41 | +7.5% |
| DEO DIAGEO PLC | 102.2M | 0.9% | 1.4M | 94.62 | -17.9% |
| LIN LINDE PLC | 101.4M | 0.8% | 204.6K | 487.57 | +1.1% |
| BAM Brookfield Asset Management Ltd. | 97.5M | 0.8% | 2.2M | 52.30 | -11.9% |
| MCO MOODYS CORP /DE/ | 93.3M | 0.8% | 213.9K | 503.32 | -2.3% |
| ITW ILLINOIS TOOL WORKS INC | 85.2M | 0.7% | 327.5K | 282.29 | +7.7% |
| ODFL OLD DOMINION FREIGHT LINE, INC. | 83.9M | 0.7% | 429.1K | 206.47 | +37.4% |
| NSC NORFOLK SOUTHERN CORP | 81.1M | 0.7% | 282.5K | 350.72 | +22.8% |
| unmapped CUSIP 422806208 | 80.1M | 0.7% | 379.6K | — | — |
| ROL ROLLINS INC | 80.0M | 0.7% | 1.5M | 36.91 | -36.8% |
| NVR NVR INC | 79.7M | 0.7% | 12.1K | 6,358.51 | -20.8% |
| MSCI MSCI Inc. | 77.0M | 0.6% | 142.8K | 563.49 | -1.9% |
| JPM JPMORGAN CHASE & CO | 74.3M | 0.6% | 252.6K | 351.58 | +20.3% |
| ECL ECOLAB INC. | 73.0M | 0.6% | 274.3K | 281.63 | -1.3% |
| CG Carlyle Group Inc. | 64.2M | 0.5% | 1.3M | 49.37 | -19.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →