13F tracker › Markel Group › Q2 2026
Markel Group 13F holdings, Q2 2026
This is the archived Q2 2026 filing. See Markel Group's latest 13F.
Markel Group (insurance and investment holding company) reported 130 US-listed positions worth $13.1B in its
Form 13F for the quarter ended June 30, 2026, filed with the SEC on July 31, 2026.
Compared with Q1 2026, the filing shows 3 new positions, 20 increased, 3 reduced, and 2 exited.
Reported value$13.1B
Positions130
New / exited3 / 2
Quarter endedQ2 2026
Largest holdings
| Company | Value | Weight | Shares |
|---|
| Alphabet Inc (Class C) | $971.6M | 7.4% | 2,749,860 |
| Berkshire Hathaway Inc Del (Class A) | $834.2M | 6.4% | 1,114 |
| Berkshire Hathaway Inc Del (Class B) | $766.6M | 5.8% | 1,531,971 |
| Deere & Co | $556.9M | 4.2% | 877,900 |
| Brookfield Corp | $556.8M | 4.2% | 13,073,609 |
| Amazon Com Inc | $484.0M | 3.7% | 2,030,760 |
| Analog Devices Inc | $397.0M | 3.0% | 999,671 |
| Goldman Sachs Group Inc | $363.4M | 2.8% | 359,360 |
| Apple Inc | $355.1M | 2.7% | 1,227,290 |
| Caterpillar Inc | $350.0M | 2.7% | 328,650 |
| Visa Inc | $347.9M | 2.6% | 1,013,912 |
| Home Depot Inc | $325.3M | 2.5% | 922,500 |
| Watsco Inc | $249.1M | 1.9% | 597,750 |
| Texas Instrs Inc | $215.8M | 1.6% | 724,000 |
| Blackrock Inc | $211.7M | 1.6% | 220,200 |
| Alphabet Inc (Class A) | $204.4M | 1.6% | 572,000 |
| Microsoft Corp | $200.5M | 1.5% | 537,630 |
| Disney Walt Co | $195.5M | 1.5% | 2,031,665 |
| American Express Co | $165.9M | 1.3% | 490,450 |
| Lowes Cos Inc | $165.8M | 1.3% | 751,980 |
| Progressive Corp | $164.7M | 1.3% | 753,750 |
| Franco Nev Corp | $161.2M | 1.2% | 773,500 |
| Lpl Finl Hldgs Inc | $157.7M | 1.2% | 559,951 |
| Johnson & Johnson | $155.1M | 1.2% | 610,800 |
| Blackstone Inc | $144.6M | 1.1% | 1,229,000 |
New positions in Q2 2026
| Company | Value | Shares |
| Zoetis Inc | $4.8M | 66,195 |
| Netflix Inc. | $2.9M | 40,000 |
| Ufp Industries Inc | $362,960 | 4,000 |
Positions increased
| Company | Value | Share change | Shares |
| Watsco Inc | $249.1M | +3% | 597,750 |
| Lowes Cos Inc | $165.8M | +2% | 751,980 |
| Franco Nev Corp | $161.2M | +9% | 773,500 |
| Linde Plc | $111.9M | +5% | 215,600 |
| Sunbelt Rentals Holdings Inc | $72.9M | +1% | 974,361 |
| Rollins Inc | $63.3M | +1% | 1,516,525 |
| Tyson Foods Inc | $52.3M | +3% | 913,500 |
| Union Pac Corp | $43.8M | +7% | 161,028 |
| Ferguson Enterprises Inc | $42.8M | +6% | 180,200 |
| Mercadolibre Inc | $40.7M | +340% | 24,000 |
| Marriott Intl Inc New | $36.9M | +6% | 99,500 |
| Thermo Fisher Scientific Inc | $36.6M | +9% | 73,100 |
| Hca Healthcare Inc | $32.9M | +2% | 84,366 |
| Csx Corp | $27.8M | +10% | 584,500 |
| Air Products And Chemicals I | $25.9M | +17% | 88,500 |
Positions reduced
| Company | Value | Share change | Shares |
| Analog Devices Inc | $397.0M | -2% | 999,671 |
| Meta Platforms Inc | $131.9M | -6% | 234,163 |
| Comcast Corp New | $19.7M | -17% | 802,074 |
Positions exited (held in Q1 2026)
| Company | Value in Q1 2026 | Shares |
| Scotts Miracle-Gro Co | $10.2M | 168,000 |
| Unitedhealth Group Inc | $5.1M | 18,700 |
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 (Q2 2026), previous filing (Q1 2026).
