Markel Group as of Sept. 30, 2025
Portfolio Holdings for Markel Group
Markel Group holds 129 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 6.8 | $840M | 1.1k | 754200.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 6.3 | $770M | 1.5M | 502.74 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.4 | $670M | 2.7M | 243.55 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 4.9 | $598M | 8.7M | 68.58 | |
| Amazon (AMZN) | 3.6 | $446M | 2.0M | 219.57 | |
| Deere & Company (DE) | 3.3 | $401M | 878k | 457.26 | |
| Home Depot (HD) | 3.0 | $373M | 920k | 405.19 | |
| Visa Com Cl A (V) | 2.8 | $341M | 999k | 341.38 | |
| Apple (AAPL) | 2.5 | $313M | 1.2M | 254.63 | |
| Analog Devices (ADI) | 2.3 | $287M | 1.2M | 245.70 | |
| Goldman Sachs (GS) | 2.3 | $286M | 359k | 796.35 | |
| Microsoft Corporation (MSFT) | 2.2 | $276M | 532k | 517.95 | |
| Blackrock (BLK) | 2.1 | $257M | 220k | 1165.87 | |
| Walt Disney Company (DIS) | 1.9 | $233M | 2.0M | 114.50 | |
| Watsco, Incorporated (WSO) | 1.9 | $229M | 565k | 404.30 | |
| Blackstone Group Inc Com Cl A (BX) | 1.7 | $210M | 1.2M | 170.85 | |
| Meta Platforms Cl A (META) | 1.7 | $206M | 280k | 734.38 | |
| Kkr & Co (KKR) | 1.5 | $189M | 1.5M | 129.95 | |
| Progressive Corporation (PGR) | 1.5 | $186M | 754k | 246.95 | |
| Lpl Financial Holdings (LPLA) | 1.5 | $184M | 553k | 332.69 | |
| Lowe's Companies (LOW) | 1.5 | $183M | 727k | 251.31 | |
| American Express Company (AXP) | 1.3 | $161M | 484k | 332.16 | |
| Caterpillar (CAT) | 1.3 | $157M | 329k | 477.15 | |
| Rli (RLI) | 1.3 | $156M | 2.4M | 65.22 | |
| Marsh & McLennan Companies (MMC) | 1.2 | $152M | 755k | 201.53 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $139M | 572k | 243.10 | |
| Franco-Nevada Corporation (FNV) | 1.1 | $135M | 606k | 222.91 | |
| Apollo Global Mgmt (APO) | 1.1 | $135M | 1.0M | 133.27 | |
| General Dynamics Corporation (GD) | 1.1 | $133M | 391k | 341.00 | |
| Texas Instruments Incorporated (TXN) | 1.1 | $133M | 724k | 184.00 | |
| Novo-nordisk A S Adr (NVO) | 1.1 | $131M | 2.4M | 55.49 | |
| Diageo Spon Adr New (DEO) | 1.1 | $130M | 1.4M | 95.43 | |
| Charles Schwab Corporation (SCHW) | 1.1 | $130M | 1.4M | 95.47 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.0 | $125M | 2.2M | 56.94 | |
| Mastercard Incorporated Cl A (MA) | 1.0 | $118M | 208k | 568.81 | |
| Johnson & Johnson (JNJ) | 0.9 | $113M | 611k | 185.42 | |
| Moody's Corporation (MCO) | 0.8 | $102M | 214k | 476.48 | |
| Heico Corp Cl A (HEI.A) | 0.8 | $97M | 380k | 254.09 | |
| NVR (NVR) | 0.8 | $96M | 12k | 8034.66 | |
| Linde SHS (LIN) | 0.7 | $92M | 193k | 475.00 | |
| Archer Daniels Midland Company (ADM) | 0.7 | $90M | 1.5M | 59.74 | |
| Dollar General (DG) | 0.7 | $90M | 869k | 103.35 | |
| Rollins (ROL) | 0.7 | $87M | 1.5M | 58.74 | |
| Illinois Tool Works (ITW) | 0.7 | $85M | 328k | 260.76 | |
| Carlyle Group (CG) | 0.7 | $83M | 1.3M | 62.70 | |
| Msci (MSCI) | 0.7 | $81M | 143k | 567.41 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $80M | 253k | 315.43 | |
| Norfolk Southern (NSC) | 0.6 | $77M | 257k | 300.41 | |
| Ecolab (ECL) | 0.6 | $75M | 274k | 273.86 | |
| S&p Global (SPGI) | 0.6 | $73M | 151k | 486.71 | |
| Investors Title Company (ITIC) | 0.5 | $57M | 213k | 267.83 | |
| Rockwell Automation (ROK) | 0.4 | $54M | 155k | 349.53 | |
| Starbucks Corporation (SBUX) | 0.4 | $53M | 624k | 84.60 | |
| Hanover Insurance (THG) | 0.4 | $51M | 281k | 181.63 | |
| Old Dominion Freight Line (ODFL) | 0.4 | $51M | 359k | 140.78 | |
| FedEx Corporation (FDX) | 0.4 | $50M | 213k | 235.81 | |
| Aon Shs Cl A (AON) | 0.4 | $46M | 130k | 356.58 | |
| Tyson Foods Cl A (TSN) | 0.4 | $46M | 849k | 54.30 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $39M | 159k | 247.00 | |
| Verisk Analytics (VRSK) | 0.3 | $39M | 156k | 251.51 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $38M | 224k | 167.33 | |
| Hagerty Cl A Com (HGTY) | 0.3 | $38M | 3.1M | 12.05 | |
| Costco Wholesale Corporation (COST) | 0.3 | $36M | 39k | 925.63 | |
| Yum! Brands (YUM) | 0.3 | $34M | 227k | 152.00 | |
| FactSet Research Systems (FDS) | 0.3 | $33M | 117k | 286.49 | |
| Allstate Corporation (ALL) | 0.3 | $33M | 155k | 214.65 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.3 | $33M | 147k | 224.58 | |
| Sherwin-Williams Company (SHW) | 0.3 | $33M | 94k | 346.26 | |
| T. Rowe Price (TROW) | 0.3 | $32M | 314k | 102.64 | |
| Hca Holdings (HCA) | 0.3 | $32M | 75k | 426.20 | |
| Nike CL B (NKE) | 0.3 | $31M | 447k | 69.73 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $31M | 62k | 499.21 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $30M | 962k | 31.42 | |
| Union Pacific Corporation (UNP) | 0.2 | $30M | 127k | 236.37 | |
| United Rentals (URI) | 0.2 | $30M | 31k | 954.66 | |
| Airbnb Com Cl A (ABNB) | 0.2 | $28M | 227k | 121.42 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $27M | 56k | 485.02 | |
| Cisco Systems (CSCO) | 0.2 | $24M | 356k | 68.42 | |
| Brown Forman Corp Cl A (BF.A) | 0.2 | $23M | 843k | 26.91 | |
| Lamar Advertising Cl A (LAMR) | 0.2 | $21M | 170k | 122.42 | |
| Capital One Financial (COF) | 0.2 | $19M | 91k | 212.58 | |
| Marriott Intl Cl A (MAR) | 0.2 | $19M | 73k | 260.44 | |
| Paychex (PAYX) | 0.2 | $19M | 150k | 126.76 | |
| Equifax (EFX) | 0.2 | $19M | 73k | 256.53 | |
| Philip Morris International (PM) | 0.2 | $19M | 115k | 162.20 | |
| Crown Holdings (CCK) | 0.1 | $18M | 190k | 96.59 | |
| Spotify Technology S A SHS (SPOT) | 0.1 | $18M | 26k | 698.00 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $18M | 70k | 253.93 | |
| Air Products & Chemicals (APD) | 0.1 | $18M | 65k | 272.72 | |
| Wells Fargo & Company (WFC) | 0.1 | $17M | 205k | 83.82 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $15M | 103k | 148.61 | |
| SEI Investments Company (SEIC) | 0.1 | $15M | 173k | 84.85 | |
| Carrier Global Corporation (CARR) | 0.1 | $14M | 235k | 59.70 | |
| Pepsi (PEP) | 0.1 | $14M | 96k | 140.44 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $13M | 122k | 108.96 | |
| Brown Forman Corp CL B (BF.B) | 0.1 | $13M | 474k | 27.08 | |
| Choice Hotels International (CHH) | 0.1 | $12M | 116k | 106.91 | |
| Uber Technologies (UBER) | 0.1 | $12M | 124k | 97.97 | |
| Target Corporation (TGT) | 0.1 | $12M | 133k | 89.70 | |
| Hexcel Corporation (HXL) | 0.1 | $12M | 189k | 62.70 | |
| Comfort Systems USA (FIX) | 0.1 | $11M | 13k | 825.18 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $11M | 115k | 91.43 | |
| Hershey Company (HSY) | 0.1 | $10M | 55k | 187.05 | |
| CSX Corporation (CSX) | 0.1 | $10M | 285k | 35.51 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $9.6M | 335k | 28.79 | |
| Scotts Miracle-gro Cl A (SMG) | 0.1 | $9.6M | 168k | 56.95 | |
| UnitedHealth (UNH) | 0.1 | $9.2M | 27k | 345.30 | |
| Iqvia Holdings (IQV) | 0.1 | $8.9M | 47k | 189.94 | |
| Cme (CME) | 0.1 | $8.6M | 32k | 270.19 | |
| Transunion (TRU) | 0.1 | $8.5M | 101k | 83.78 | |
| CBOE Holdings (CBOE) | 0.1 | $7.0M | 29k | 245.25 | |
| Insperity (NSP) | 0.1 | $6.5M | 132k | 49.20 | |
| CarMax (KMX) | 0.0 | $6.1M | 137k | 44.87 | |
| Graham Hldgs Com Cl B (GHC) | 0.0 | $6.1M | 5.2k | 1177.31 | |
| Huntington Ingalls Inds (HII) | 0.0 | $5.9M | 21k | 287.91 | |
| Applied Materials (AMAT) | 0.0 | $5.4M | 26k | 204.74 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $4.9M | 14k | 352.75 | |
| Eastman Chemical Company (EMN) | 0.0 | $4.7M | 75k | 63.05 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $4.7M | 61k | 76.62 | |
| Eagle Materials (EXP) | 0.0 | $3.4M | 15k | 233.04 | |
| Acuity Brands (AYI) | 0.0 | $3.4M | 9.8k | 344.39 | |
| MGM Resorts International. (MGM) | 0.0 | $3.0M | 88k | 34.66 | |
| SYSCO Corporation (SYY) | 0.0 | $2.5M | 31k | 82.34 | |
| Domino's Pizza (DPZ) | 0.0 | $2.4M | 5.5k | 431.71 | |
| Canadian Natl Ry (CNI) | 0.0 | $2.4M | 25k | 94.30 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $2.3M | 31k | 74.49 | |
| Brunswick Corporation (BC) | 0.0 | $2.1M | 34k | 63.24 | |
| Intercontinental Exchange (ICE) | 0.0 | $947k | 5.6k | 168.48 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $338k | 3.0k | 112.75 |
