2026 Q3 Portfolio Activity
In 2026 Q3, MARKEL GROUP INC. maintained a portfolio of 146 distinct positions. The most significant new addition was ZEBRA TECHNOLOGIES CORPORATI, now representing 0.02% of the total fund value. They heavily accumulated shares in ZOETIS INC, increasing the position by 542.5%.
Position History
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Total Positions
146
Quarter
2026 Q3
Top Holding
GOOG (7.3%)
Top 10 Concentration
43.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 146
MARKEL GROUP INC. Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOG
ALPHABET INC
|
Communication Services | 7.30% | 7.40% |
#1
Prev: #1
|
5.9 |
—
|
no change | no change |
P
S
|
2,749,860 | $936,987,297 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 6.48% | 6.35% |
#2
Prev: #2
|
5.1 |
—
|
no change | no change |
P
S
|
1,114 | $832,163,570 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 5.94% | 5.84% |
#3
Prev: #3
|
4.4 |
—
|
no change | no change |
P
S
|
1,531,971 | $762,844,961 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
DE
DEERE & CO
|
Industrials | 4.50% | 4.24% |
#4
Prev: #4
|
2.8 |
—
|
-16,750 | -1.9% |
P
S
|
861,150 | $578,305,282 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.94% | 3.69% |
#5
1
Prev: #6
|
3.1 |
—
|
no change | no change |
P
S
|
2,030,760 | $505,963,855 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
BN
BROOKFIELD CORP
|
Financial Services | 3.71% | 4.24% |
#6
1
Prev: #5
|
2.5 |
—
|
no change | no change |
P
S
|
13,073,609 | $476,663,783 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
AAPL
APPLE INC
|
Technology | 3.18% | 2.70% |
#7
2
Prev: #9
|
2.3 |
—
|
no change | no change |
P
S
|
1,227,290 | $408,712,116 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 3.09% | 3.02% |
#8
1
Prev: #7
|
2.2 |
—
|
no change | no change |
P
S
|
999,671 | $396,579,481 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
V
VISA INC
|
Financial Services | 2.84% | 2.65% |
#9
2
Prev: #11
|
2.1 |
—
|
no change | no change |
P
S
|
1,013,912 | $364,328,999 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 2.52% | 2.77% |
#10
2
Prev: #8
|
2.0 |
—
|
no change | no change |
P
S
|
359,360 | $323,553,369 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.15% | 1.53% |
#11
6
Prev: #17
|
1.9 |
—
|
no change | no change |
P
S
|
537,630 | $275,750,428 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 2.08% | 2.67% |
#12
2
Prev: #10
|
1.8 |
—
|
no change | no change |
P
S
|
328,650 | $266,466,135 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 2.07% | 2.48% |
#13
1
Prev: #12
|
1.3 |
—
|
9,500 | 1.0% |
P
S
|
932,000 | $265,144,681 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 1.82% | 1.61% |
#14
1
Prev: #15
|
1.7 |
—
|
no change | no change |
P
S
|
220,200 | $233,035,457 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 1.67% | 1.49% |
#15
3
Prev: #18
|
1.2 |
—
|
7,500 | 0.4% |
P
S
|
2,039,165 | $213,908,409 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 1.58% | 1.64% |
#16
2
Prev: #14
|
1.6 |
—
|
no change | no change |
P
S
|
724,000 | $202,785,159 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
WSO
WATSCO INC
|
Industrials | 1.47% | 1.90% |
#17
4
Prev: #13
|
1.1 |
—
|
25,260 | 4.2% |
P
S
|
623,010 | $188,578,898 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
FNV
FRANCO NEV CORP
|
Basic Materials | 1.46% | 1.23% |
#18
4
Prev: #22
|
1.1 |
—
|
13,500 | 1.7% |
P
S
|
787,000 | $187,392,571 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.39% | 1.56% |
#19
3
Prev: #16
|
1.1 |
—
|
-52,025 | -9.1% |
P
S
|
519,975 | $178,912,998 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
LPLA
LPL FINL HLDGS ...
|
Financial Services | 1.35% | 1.20% |
#20
3
Prev: #23
|
1.0 |
—
|
6,181 | 1.1% |
P
S
|
566,132 | $173,123,165 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.26% | 1.18% |
#21
3
Prev: #24
|
1.5 |
—
|
no change | no change |
P
S
|
610,800 | $161,703,191 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 1.22% | 1.25% |
#22
1
Prev: #21
|
1.5 |
—
|
no change | no change |
P
S
|
753,750 | $156,259,913 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.18% | 1.00% |
#23
7
Prev: #30
|
1.0 |
—
|
-25,000 | -10.7% |
P
S
|
209,163 | $151,680,825 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 1.16% | 1.26% |
#24
5
Prev: #19
|
1.5 |
—
|
no change | no change |
P
S
|
490,450 | $149,145,846 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 1.09% | 1.26% |
#25
5
Prev: #20
|
0.9 |
—
|
9,500 | 1.3% |
P
S
|
761,480 | $140,333,149 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
BX
BLACKSTONE INC
|
Financial Services | 1.07% | 1.10% |
#26
1
Prev: #25
|
1.4 |
—
|
no change | no change |
P
S
|
1,229,000 | $137,758,610 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 1.06% | 0.98% |
#27
4
Prev: #31
|
1.4 |
—
|
no change | no change |
P
S
|
1,394,800 | $136,327,752 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
RLI
RLI CORP
|
Financial Services | 1.04% | 1.08% |
#28
2
Prev: #26
|
0.9 |
—
|
27,378 | 1.1% |
P
S
|
2,421,922 | $133,956,506 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
KKR
KKR & CO INC
|
Financial Services | 1.03% | 1.01% |
#29
Prev: #29
|
1.4 |
—
|
no change | no change |
P
S
|
1,451,800 | $132,549,340 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
MMC
MARSH & MCLENNA...
|
Unknown | 1.02% | 0.97% |
#30
2
Prev: #32
|
1.4 |
—
|
no change | no change |
P
S
|
763,500 | $130,352,357 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
GD
GENERAL DYNAMIC...
|
Industrials | 1.01% | 1.05% |
#31
4
Prev: #27
|
1.4 |
—
|
no change | no change |
P
S
|
391,000 | $129,745,531 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
ADM
ARCHER DANIELS ...
|
Consumer Defensive | 0.93% | 0.88% |
#32
2
Prev: #34
|
1.4 |
—
|
no change | no change |
P
S
|
1,505,800 | $119,530,403 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
APO
APOLLO GLOBAL M...
|
Financial Services | 0.92% | 0.91% |
#33
Prev: #33
|
1.4 |
—
|
no change | no change |
P
S
|
1,012,500 | $117,510,750 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
DEO
DIAGEO PLC
|
Consumer Defensive | 0.91% | 0.84% |
#34
2
Prev: #36
|
1.4 |
—
|
no change | no change |
P
S
|
1,372,208 | $117,461,004 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.89% | 0.81% |
#35
2
Prev: #37
|
1.4 |
—
|
no change | no change |
P
S
|
207,540 | $114,452,084 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
NVO
NOVO-NORDISK A ...
|
Healthcare | 0.85% | 1.05% |
#36
8
Prev: #28
|
1.3 |
—
|
no change | no change |
P
S
|
2,869,774 | $108,793,131 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
LIN
LINDE PLC
|
Basic Materials | 0.82% | 0.85% |
#37
2
Prev: #35
|
0.8 |
—
|
5,000 | 2.3% |
P
S
|
220,600 | $104,707,792 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
DG
DOLLAR GEN CORP
|
Consumer Defensive | 0.81% | 0.76% |
#38
Prev: #38
|
1.3 |
—
|
no change | no change |
P
S
|
869,250 | $103,944,916 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
MCO
MOODYS CORP
|
Financial Services | 0.76% | 0.74% |
#39
2
Prev: #41
|
1.3 |
—
|
no change | no change |
P
S
|
213,890 | $97,133,867 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
BAM
BROOKFIELD ASSE...
|
Financial Services | 0.75% | 0.75% |
#40
1
Prev: #39
|
0.8 |
—
|
-20,000 | -0.9% |
P
S
|
2,173,953 | $96,914,825 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
NSC
NORFOLK SOUTHN ...
|
Industrials | 0.68% | 0.68% |
#41
2
Prev: #43
|
1.3 |
—
|
no change | no change |
P
S
|
282,500 | $87,292,500 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
HEI/A
HEICO CORP NEW
|
Industrials | 0.68% | 0.75% |
#42
2
Prev: #40
|
1.3 |
—
|
no change | no change |
P
S
|
379,644 | $86,684,115 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
ITW
ILLINOIS TOOL W...
|
Industrials | 0.66% | 0.67% |
#43
1
Prev: #44
|
1.3 |
—
|
no change | no change |
P
S
|
327,500 | $84,259,199 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.65% | 0.63% |
#44
1
Prev: #45
|
1.3 |
—
|
no change | no change |
P
S
|
252,550 | $83,551,117 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
MSCI
MSCI INC
|
Financial Services | 0.60% | 0.61% |
#45
2
Prev: #47
|
1.2 |
—
|
no change | no change |
P
S
|
142,850 | $76,947,581 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
ECL
ECOLAB INC
|
Basic Materials | 0.59% | 0.58% |
#46
3
Prev: #49
|
1.2 |
—
|
no change | no change |
P
S
|
274,300 | $75,317,294 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
NVR
NVR INC
|
Consumer Cyclical | 0.58% | 0.63% |
#47
1
Prev: #46
|
0.7 |
—
|
70 | 0.6% |
P
S
|
12,167 | $74,880,463 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
ODFL
OLD DOMINION FR...
|
Industrials | 0.58% | 0.71% |
#48
6
Prev: #42
|
1.2 |
—
|
no change | no change |
P
S
|
429,150 | $74,603,436 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
SUNB
SUNBELT RENTALS...
|
Industrials | 0.56% | 0.56% |
#49
1
Prev: #50
|
0.7 |
—
|
8,846 | 0.9% |
P
S
|
983,207 | $71,980,585 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
ROK
ROCKWELL AUTOMA...
|
Industrials | 0.53% | 0.58% |
#50
2
Prev: #48
|
1.2 |
—
|
no change | no change |
P
S
|
154,900 | $67,432,617 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 |
Showing 1-50 of 146 holdings