Quarter snapshot

Markel Group

Quarter: Q4 2025
Filed: 2026-02-06
Portfolio value: $12,544,358,274
Positions: 128
Source: 13F on EDGAR ↗

Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.

Ticker	Change	% of portfolio	Shares	Value
GOOGL history	NEW	6.88%	2,749,860	$862,906,068
BRK.A history	NEW	6.7%	1,114	$840,847,200
BRK.B history	NEW	6.14%	1,531,971	$770,045,226
BN history	NEW	4.78%	13,073,609	$599,947,917
AMZN history	NEW	3.74%	2,030,760	$468,740,022
DE history	NEW	3.26%	877,900	$408,723,903
V history	NEW	2.79%	999,285	$350,459,242
AAPL history	NEW	2.66%	1,227,290	$333,651,061
HD history	NEW	2.52%	920,000	$316,572,001
GS history	NEW	2.52%	359,360	$315,877,440
ADI history	NEW	2.21%	1,023,245	$277,504,044
MSFT history	NEW	2.07%	535,680	$259,065,563
BLK history	NEW	1.88%	220,200	$235,688,869
DIS history	NEW	1.84%	2,031,665	$231,142,527
LPLA history	NEW	1.59%	559,951	$199,997,699
WSO history	NEW	1.55%	577,669	$194,645,571
BX history	NEW	1.51%	1,229,000	$189,438,060
CAT history	NEW	1.5%	328,650	$188,273,727
KKR history	NEW	1.48%	1,451,800	$185,075,464
AXP history	NEW	1.44%	488,500	$180,720,576
GOOG history	NEW	1.43%	572,000	$179,036,000
LOW history	NEW	1.41%	734,480	$177,127,198
PGR history	NEW	1.37%	753,750	$171,643,949
META history	NEW	1.31%	248,303	$163,902,328
RLI history	NEW	1.22%	2,394,544	$153,202,926
APO history	NEW	1.17%	1,012,500	$146,569,500
NVO history	NEW	1.16%	2,869,774	$146,014,101
FNV history	NEW	1.13%	683,500	$141,675,880
MRSH history	NEW	1.13%	761,750	$141,319,860
SCHW history	NEW	1.1%	1,375,800	$137,456,178
GD history	NEW	1.05%	391,000	$131,634,060
JNJ history	NEW	1.01%	610,800	$126,405,060
TXN history	NEW	1.0%	724,000	$125,606,759
MA history	NEW	0.94%	207,540	$118,480,436
DEO history	NEW	0.94%	1,371,708	$118,337,249
DG history	NEW	0.92%	869,250	$115,410,323
BAM history	NEW	0.92%	2,193,953	$114,941,197
MCO history	NEW	0.87%	213,890	$109,265,707
HEI.A history	NEW	0.76%	379,644	$95,833,535
ROL history	NEW	0.71%	1,489,025	$89,371,282
NVR history	NEW	0.7%	12,007	$87,564,290
ADM history	NEW	0.69%	1,505,800	$86,568,442
LIN history	NEW	0.68%	200,100	$85,320,641
MSCI history	NEW	0.65%	142,850	$81,957,331
JPM history	NEW	0.65%	252,550	$81,376,661
ITW history	NEW	0.64%	327,500	$80,663,249
NSC history	NEW	0.63%	273,500	$78,964,920
SPGI history	NEW	0.63%	150,690	$78,749,088
CG history	NEW	0.63%	1,327,000	$78,438,970
ECL history	NEW	0.57%	274,300	$72,009,236
ODFL history	NEW	0.53%	421,650	$66,114,720
ROK history	NEW	0.48%	154,900	$60,266,943
ITIC history	NEW	0.42%	213,300	$53,248,212
SBUX history	NEW	0.42%	623,818	$52,531,714
TSN history	NEW	0.41%	884,500	$51,849,390
THG history	NEW	0.41%	281,000	$51,358,370
AON history	NEW	0.38%	134,050	$47,303,564
ACN history	NEW	0.34%	159,400	$42,767,020
HGTY history	NEW	0.33%	3,108,000	$41,771,520
RTX history	NEW	0.33%	224,000	$41,081,600
HCA history	NEW	0.3%	80,680	$37,666,266
FERG history	NEW	0.29%	163,500	$36,400,005
TMO history	NEW	0.29%	62,800	$36,389,461
FDS history	NEW	0.28%	121,873	$35,366,326
VRSK history	NEW	0.28%	155,950	$34,884,456
YUM history	NEW	0.27%	226,451	$34,257,507
COST history	NEW	0.27%	39,150	$33,760,611
UNP history	NEW	0.26%	141,278	$32,680,427
ABNB history	NEW	0.26%	240,289	$32,612,022
ALL history	NEW	0.26%	154,550	$32,169,583
TROW history	NEW	0.26%	314,000	$32,147,319
LMT history	NEW	0.25%	64,513	$31,203,003
SHW history	NEW	0.24%	94,172	$30,514,552
CMCSA history	NEW	0.23%	961,880	$28,750,593
NKE history	NEW	0.23%	447,400	$28,503,854
MAR history	NEW	0.22%	89,750	$27,844,040
CSCO history	NEW	0.22%	355,500	$27,384,165
URI history	NEW	0.2%	31,150	$25,210,318
LAMR history	NEW	0.19%	185,000	$23,417,300
BF.A history	NEW	0.18%	843,000	$22,179,330
COF history	NEW	0.18%	91,000	$22,054,760
CCK history	NEW	0.17%	212,000	$21,829,640
RNR history	NEW	0.16%	70,000	$19,681,200
WFC history	NEW	0.15%	204,450	$19,054,740
PM history	NEW	0.15%	114,500	$18,365,800
APD history	NEW	0.14%	71,500	$17,661,930
PAYX history	NEW	0.13%	150,000	$16,827,000
SHOP history	NEW	0.13%	102,750	$16,539,668
CSX history	NEW	0.13%	440,000	$15,950,000
EFX history	NEW	0.13%	72,850	$15,806,993
SPOT history	NEW	0.12%	25,900	$15,040,389
SEIC history	NEW	0.11%	173,200	$14,205,864
BNY history	NEW	0.11%	121,500	$14,104,935
HXL history	NEW	0.11%	189,000	$13,967,100
PEP history	NEW	0.11%	96,210	$13,808,059
TGT history	NEW	0.1%	133,000	$13,000,750
CME history	NEW	0.1%	45,750	$12,493,410
CARR history	NEW	0.1%	235,000	$12,417,400
BF.B history	NEW	0.1%	474,187	$12,357,313
HSY history	NEW	0.1%	67,500	$12,283,650
FIX history	NEW	0.1%	13,000	$12,132,770
UBER history	NEW	0.09%	140,000	$11,439,400
CHH history	NEW	0.09%	115,500	$11,002,530
IQV history	NEW	0.08%	46,900	$10,571,729
CBOE history	NEW	0.08%	41,750	$10,479,250
OTIS history	NEW	0.08%	114,620	$10,012,059
SMG history	NEW	0.08%	168,000	$9,802,801
AMAT history	NEW	0.07%	34,100	$8,763,360
UNH history	NEW	0.07%	26,500	$8,747,916
HII history	NEW	0.07%	25,500	$8,671,785
SONY history	NEW	0.07%	335,000	$8,576,000
NSP history	NEW	0.05%	152,873	$5,919,242
GHC history	NEW	0.05%	5,200	$5,712,720
KMX history	NEW	0.04%	136,500	$5,274,360
EMN history	NEW	0.04%	74,950	$4,784,059
XOM history	NEW	0.04%	38,000	$4,572,920
CNI history	NEW	0.04%	44,500	$4,398,825
WRB history	NEW	0.03%	60,750	$4,259,790
CP history	NEW	0.03%	50,500	$3,718,315
BC history	NEW	0.03%	47,750	$3,544,960
AYI history	NEW	0.03%	9,750	$3,510,390
ICE history	NEW	0.03%	20,870	$3,380,105
MGM history	NEW	0.03%	87,500	$3,192,875
EXP history	NEW	0.02%	14,750	$3,048,530
DPZ history	NEW	0.02%	5,500	$2,292,510
SYY history	NEW	0.02%	30,500	$2,247,545
BRO history	NEW	0.01%	11,000	$876,700
TRU history	NEW	0.0%	2,000	$171,500