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MARKEL GROUP INC.

GLEN ALLEN, VA · CIK 0001096343

Portfolio Value: $12.54B
Positions: 128
Period: 2025-12-31
Filed: 2026-02-06
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016

Portfolio Value

$12.54B

Positions

128

New

1

Increased

42

Decreased

3

Sold Out

169

MARKEL GROUP INC. Q4 2025 13F Filing Summary

MARKEL GROUP INC. (GLEN ALLEN, VA) reported a portfolio value of $12.54B across 128 positions in their Q4 2025 SEC 13F filing (period ending 2025-12-31). Top holdings include GOOG ($862.91M), BRK-B ($840.85M), BRK-B ($770.05M). The top 10 positions account for 42.0% of the portfolio. This quarter saw 1 new positions, 42 increases, 3 reductions, 169 complete exits. Notable new buy: BRO ($876.70K). Notable exits: FDX, ADBE, MMM.

All Holdings

#StockValue↓WeightChange
1
GOOGALPHABET INC
CAP STK CL C
$862.91M
6.88%
-
2
BRK-BBERKSHIRE HATHAWAY INC DEL
CL A
$840.85M
6.70%
-
3
BRK-BBERKSHIRE HATHAWAY INC DEL
CL B NEW
$770.05M
6.14%
-
4
BNBROOKFIELD CORP
CL A LTD VT SH
$599.95M
4.78%
+50.0%
5
AMZNAMAZON COM INC
COM
$468.74M
3.74%
-
6
DEDEERE & CO
COM
$408.72M
3.26%
-
7
VVISA INC
COM CL A
$350.46M
2.79%
-
8
AAPLAPPLE INC
COM
$333.65M
2.66%
-
9
HDHOME DEPOT INC
COM
$316.57M
2.52%
-
10
GSGOLDMAN SACHS GROUP INC
COM
$315.88M
2.52%
-
11
ADIANALOG DEVICES INC
COM
$277.50M
2.21%
-12.4%
12
MSFTMICROSOFT CORP
COM
$259.07M
2.07%
+0.7%
13
BLKBLACKROCK INC
COM
$235.69M
1.88%
-
14
DISDISNEY WALT CO
COM
$231.14M
1.84%
-
15
LPLALPL FINL HLDGS INC
COM
$200.00M
1.59%
+1.2%
16
WSOWATSCO INC
COM
$194.65M
1.55%
+2.2%
17
BXBLACKSTONE INC
COM
$189.44M
1.51%
-
18
CATCATERPILLAR INC
COM
$188.27M
1.50%
-
19
KKRKKR & CO INC
COM
$185.08M
1.48%
-
20
AXPAMERICAN EXPRESS CO
COM
$180.72M
1.44%
+0.9%
21
GOOGLALPHABET INC
CAP STK CL A
$179.04M
1.43%
-
22
LOWLOWES COS INC
COM
$177.13M
1.41%
+1.1%
23
PGRPROGRESSIVE CORP
COM
$171.64M
1.37%
-
24
METAMETA PLATFORMS INC
CL A
$163.90M
1.31%
-11.4%
25
RLIRLI CORP
COM
$153.20M
1.22%
-
26
APOAPOLLO GLOBAL MGMT INC
COM
$146.57M
1.17%
-
27
NVONOVO-NORDISK A S
ADR
$146.01M
1.16%
+21.2%
28
FNVFRANCO NEV CORP
COM
$141.68M
1.13%
+12.9%
29
NNBRMARSH & MCLENNAN COS INC
COM
$141.32M
1.13%
+0.9%
30
SCHWSCHWAB CHARLES CORP
COM
$137.46M
1.10%
+0.8%
31
GDGENERAL DYNAMICS CORP
COM
$131.63M
1.05%
-
32
JNJJOHNSON & JOHNSON
COM
$126.41M
1.01%
-
33
TXNTEXAS INSTRS INC
COM
$125.61M
1.00%
-
34
MAMASTERCARD INCORPORATED
CL A
$118.48M
0.94%
-
35
DEODIAGEO PLC
SPON ADR NEW
$118.34M
0.94%
+0.4%
36
DGDOLLAR GEN CORP NEW
COM
$115.41M
0.92%
-
37
BNBROOKFIELD ASSET MANAGMT LTD
CL A LMT VTG SHS
$114.94M
0.92%
-
38
MCOMOODYS CORP
COM
$109.27M
0.87%
-
39
HEIHEICO CORP NEW
CL A
$95.83M
0.76%
-
40
ROLROLLINS INC
COM
$89.37M
0.71%
+0.9%
41
NVRNVR INC
COM
$87.56M
0.70%
+0.9%
42
ADMARCHER DANIELS MIDLAND CO
COM
$86.57M
0.69%
-
43
LINLINDE PLC
SHS
$85.32M
0.68%
+3.8%
44
MSCIMSCI INC
COM
$81.96M
0.65%
-
45
JPMJPMORGAN CHASE & CO.
COM
$81.38M
0.65%
-
46
ITWILLINOIS TOOL WKS INC
COM
$80.66M
0.64%
-
47
NSCNORFOLK SOUTHN CORP
COM
$78.96M
0.63%
+6.6%
48
SPGIS&P GLOBAL INC
COM
$78.75M
0.63%
-
49
CGCARLYLE GROUP INC
COM
$78.44M
0.63%
-
50
ECLECOLAB INC
COM
$72.01M
0.57%
-
Showing 1-50 of 128

Position Changes

StockValueShares
BROBROWN & BROWN INC
$876.70K11,000