13F value (AUM)
$13.1B
Markel Group
MARKEL GROUP INC.
$13.1B
13F long value · 2026-Q2Positions130
CategoryAsset Manager
Quarters tracked9
● #445 of 581 by 13F value
Size rank 3/10
3 2×+1 EXIT
Snapshot
Markel Group's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
130 (5 unmapped)
Top 100 weight
98.6%
Quarters tracked
9
Latest 13F filed
Jul 31, 2026
Exits / near-exits
1
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 98.6% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 7.4% | $971.6M | 2.7M | -1.4% |
| BRK-A | BERKSHIRE HATHAWAY INC DEL | 6.4% | $834.2M | 1.1K | -5.4% |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.8% | $766.6M | 1.5M | -5.5% |
| DE | DEERE & CO | 4.2% | $556.9M | 877.9K | -10.5% |
| BN | BROOKFIELD CORP | 4.2% | $556.8M | 13.1M | +5.2% |
| AMZN | AMAZON COM INC | 3.7% | $484.0M | 2.0M | +5.3% |
| ADI | ANALOG DEVICES INC | 3.0% | $397.0M | 999.7K | -1.2% |
| GS | GOLDMAN SACHS GROUP INC | 2.8% | $363.4M | 359.4K | -10.8% |
| AAPL | APPLE INC | 2.7% | $355.1M | 1.2M | +15.0% |
| CAT | CATERPILLAR INC | 2.7% | $350.0M | 328.6K | -20.5% |
| V | VISA INC | 2.6% | $347.9M | 1.0M | +4.9% |
| HD | HOME DEPOT INC | 2.5% | $325.3M | 922.5K | -19.5% |
| WSO | WATSCO INC | 1.9% | $249.1M | 597.8K | +9.6% |
| TXN | TEXAS INSTRS INC | 1.6% | $215.8M | 724.0K | -0.6% |
| BLK | BLACKROCK INC | 1.6% | $211.7M | 220.2K | +9.9% |
Quarterly changes — 2026-Q2
What Markel Group opened, added, trimmed and exited this quarter, largest dollar moves first.
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.