13F tracker › Markel Group
Markel Group 13F holdings, Q3 2026
Markel Group (insurance and investment holding company) reported 145 US-listed positions worth $12.8B in its
Form 13F for the quarter ended September 30, 2026, filed with the SEC on October 30, 2026.
Compared with Q2 2026, the filing shows 17 new positions, 21 increased, 7 reduced, and 2 exited.
Reported value$12.8B
Positions145
New / exited17 / 2
Quarter endedQ3 2026
Largest holdings
| Company | Value | Weight | Shares |
|---|
| Alphabet Inc (Class C) | $937.0M | 7.3% | 2,749,860 |
| Berkshire Hathaway Inc Del (Class A) | $832.2M | 6.5% | 1,114 |
| Berkshire Hathaway Inc Del (Class B) | $762.8M | 5.9% | 1,531,971 |
| Deere & Co | $578.3M | 4.5% | 861,150 |
| Amazon Com Inc | $506.0M | 3.9% | 2,030,760 |
| Brookfield Corp | $476.7M | 3.7% | 13,073,609 |
| Apple Inc | $408.7M | 3.2% | 1,227,290 |
| Analog Devices Inc | $396.6M | 3.1% | 999,671 |
| Visa Inc | $364.3M | 2.8% | 1,013,912 |
| Goldman Sachs Group Inc | $323.6M | 2.5% | 359,360 |
| Microsoft Corp | $275.8M | 2.1% | 537,630 |
| Caterpillar Inc | $266.5M | 2.1% | 328,650 |
| Home Depot Inc | $265.1M | 2.1% | 932,000 |
| Blackrock Inc | $233.0M | 1.8% | 220,200 |
| Disney Walt Co | $213.9M | 1.7% | 2,039,165 |
| Texas Instrs Inc | $202.8M | 1.6% | 724,000 |
| Watsco Inc | $188.6M | 1.5% | 623,010 |
| Franco Nev Corp | $187.4M | 1.5% | 787,000 |
| Alphabet Inc (Class A) | $178.9M | 1.4% | 519,975 |
| Lpl Finl Hldgs Inc | $173.1M | 1.3% | 566,132 |
| Johnson & Johnson | $161.7M | 1.3% | 610,800 |
| Progressive Corp | $156.3M | 1.2% | 753,750 |
| Meta Platforms Inc | $151.7M | 1.2% | 209,163 |
| American Express Co | $149.1M | 1.2% | 490,450 |
| Lowes Cos Inc | $140.3M | 1.1% | 761,480 |
New positions in Q3 2026
| Company | Value | Shares |
| Exxonmobil Holdings Ord | $9.8M | 60,400 |
| Zebra Technologies Corporati | $2.4M | 6,300 |
| Mobility Global Inc | $2.0M | 117,690 |
| Silicon Laboratories Inc | $1.8M | 8,292 |
| Tyler Technologies Inc | $1.7M | 5,400 |
| Vista Gold Corp | $1.7M | 615,000 |
| Willscot Hldgs Corp | $1.5M | 90,000 |
| Xpo Inc | $1.5M | 8,674 |
| Xylem Inc | $1.2M | 12,283 |
| Watts Water Technologies Inc | $1.2M | 3,377 |
| Valvoline Inc | $1.0M | 33,760 |
| Xpel Inc | $921,916 | 20,872 |
| Toast Inc | $782,730 | 27,000 |
| Chiron Real Estate Inc | $751,894 | 21,631 |
| Siteone Landscape Supply Inc | $718,506 | 7,956 |
Positions increased
| Company | Value | Share change | Shares |
| Home Depot Inc | $265.1M | +1% | 932,000 |
| Watsco Inc | $188.6M | +4% | 623,010 |
| Franco Nev Corp | $187.4M | +2% | 787,000 |
| Lpl Finl Hldgs Inc | $173.1M | +1% | 566,132 |
| Lowes Cos Inc | $140.3M | +1% | 761,480 |
| Rli Corp | $134.0M | +1% | 2,421,922 |
| Linde Plc | $104.7M | +2% | 220,600 |
| Thermo Fisher Scientific Inc | $50.0M | +1% | 74,100 |
| Rollins Inc | $47.6M | +4% | 1,581,025 |
| Union Pac Corp | $45.2M | +3% | 166,028 |
| Ferguson Enterprises Inc | $41.0M | +2% | 184,200 |
| Zoetis Inc | $29.7M | +542% | 425,296 |
| Csx Corp | $27.8M | +2% | 597,500 |
| Air Products And Chemicals I | $25.8M | +5% | 92,750 |
| Enterprise Prods Partners L | $21.8M | +8% | 612,000 |
Positions reduced
| Company | Value | Share change | Shares |
| Deere & Co | $578.3M | -2% | 861,150 |
| Alphabet Inc (Class A) | $178.9M | -9% | 519,975 |
| Meta Platforms Inc | $151.7M | -11% | 209,163 |
| Costco Wholesale Corporation | $30.7M | -14% | 33,748 |
| Yum Brands Inc | $19.4M | -42% | 142,059 |
| Airbnb Inc | $11.8M | -70% | 73,355 |
| Comcast Corp New | $6.3M | -64% | 288,334 |
Positions exited (held in Q2 2026)
| Company | Value in Q2 2026 | Shares |
| Exxon Mobil Corp | $7.7M | 56,100 |
| Brown & Brown Inc | $898,100 | 14,000 |
How to read this. A Form 13F lists long positions in US-listed securities at
quarter-end. It is filed up to 45 days later and does not show short positions, most derivatives, non-US holdings, cash, or
trades made after the quarter ended, so it is a historical snapshot—not a current portfolio. Values are as reported in the
filing. This page is not investment advice and does not suggest buying or selling any security.
Source: SEC EDGAR filing (Q3 2026), previous filing (Q2 2026). Updated 2026-11-11.
