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GLEN ALLEN, VA · CIK 0001096343
New positions
4
Added to
43
Trimmed
2
Exited
5
Markel's $11.9B insurance float portfolio barely moved — BRK, GOOG, BN and DE anchor a 129-name buy-and-hold book. The only real prints: UNH cut 29%, SPGI trimmed 22%, small adds to railroads (CSX +21%). Baby-Berkshire behavior, as designed.
Generated quarterly from the filing data itself — holdings, changes, sector mix and clone-performance rank. Not investment advice.
Source: SEC 13F-HR filing filed on 2026-05-01 ·View on SEC.gov →
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | BRK/ABERKSHIRE HATHAWAY INC DEL | $800.01M | 6.70% | - |
| 2 | GOOGALPHABET INC | $788.82M | 6.61% | - |
| 3 | BRK/BBERKSHIRE HATHAWAY INC DEL | $734.12M | 6.15% | - |
| 4 | BNBROOKFIELD CORP | $529.09M | 4.43% | - |
| 5 | DEDEERE & CO | $494.52M | 4.14% | - |
| 6 | AMZNAMAZON COM INC | $422.95M | 3.54% | - |
| 7 | ADIANALOG DEVICES INC | $325.54M | 2.73% | - |
| 8 | AAPLAPPLE INC | $311.47M | 2.61% | - |
| 9 | GSGOLDMAN SACHS GROUP INC | $304.01M | 2.55% | - |
| 10 | VVISA INC | $303.55M | 2.54% | +0.5% |
| Stock | Value | Shares |
|---|---|---|
| SUNBSUNBELT RENTALS HOLDINGS INC | $62.71M | 963,361 |
| MELIMERCADOLIBRE INC | $9.42M | 5,450 |
| EPDENTERPRISE PRODS PARTNERS L | $7.64M | 202,000 |
| WYWEYERHAEUSER CO MTN BE | $427.52K | 17,500 |
As of Q1 2026, MARKEL GROUP INC. reported a portfolio value of $11.94B across 130 positions in their 13F filing.
MARKEL GROUP INC.'s largest holding is BRK/A with a position worth $800.01M. Their top holdings include BRK/A, GOOG, BRK/B, BN, DE.
In Q1 2026, MARKEL GROUP INC. made the following changes to their portfolio: 4 new positions, 5 positions sold out, 43 positions increased, 2 positions reduced.
MARKEL GROUP INC. files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
Get alerts when MARKEL GROUP INC. files new 13F holdings.
Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.