Ownership history in MARKEL GROUP INC. Β· 75 quarters on record
This page tracks every 13F SEC filing in which MARKEL GROUP INC. reported a position in CATERPILLAR INC (CAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MARKEL GROUP INC. outperformed the S&P 500 by +19.5% annually on this CAT position. Timing score: 60% (18/30 decisions correct). Average cost basis: $96.37. Maximum drawdown during holding period: β63.1%.
π₯ Exceptional β beat the S&P 500 by 19.5% per year on this position.
73 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
18 of 30 add/trim decisions correct
Best entry: $18.12 (2009 Q1) Β· Worst: $384.78 (2025 Q2)
πͺ Held through 6 major drawdowns (>20%). Diamond-hands conviction.
21 adds Β· 10 trims. Bought during 10 of 27 down-price quarters. π More buys than sells across the holding period.
π MARKEL GROUP INC. has been actively increasing its CAT allocation β a bullish signal from insiders.
Currently 1.5% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size