Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Markel Group Inc. (CIK 1096343) reported $13.13B across 130 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOG ($971.6M, 7.40%), BRK/A ($834.2M, 6.35%), BRKB ($766.6M, 5.84%), DE ($556.9M, 4.24%), BN ($556.8M, 4.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $971.6M | 7.40% | 2.7M | Hold |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $834.2M | 6.35% | 1,114 | Hold |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $766.6M | 5.84% | 1.5M | Hold |
| 4 | DE | DEERE & CO | $556.9M | 4.24% | 877,900 | Hold |
| 5 | BN | BROOKFIELD CORP | $556.8M | 4.24% | 13.1M | Hold |
| 6 | AMZN | AMAZON COM INC | $484.0M | 3.69% | 2.0M | Hold |
| 7 | ADI | ANALOG DEVICES INC | $397.0M | 3.02% | 999,671 | Trimmed |
| 8 | GS | GOLDMAN SACHS GROUP INC | $363.4M | 2.77% | 359,360 | Hold |
| 9 | AAPL | APPLE INC | $355.1M | 2.70% | 1.2M | Hold |
| 10 | CAT | CATERPILLAR INC | $350.0M | 2.67% | 328,650 | Hold |
| 11 | V | VISA INC | $347.9M | 2.65% | 1.0M | Added |
| 12 | HD | HOME DEPOT INC | $325.3M | 2.48% | 922,500 | Added |
| 13 | WSO | WATSCO INC | $249.1M | 1.90% | 597,750 | Added |
| 14 | TXN | TEXAS INSTRS INC | $215.8M | 1.64% | 724,000 | Hold |
| 15 | BLK | BLACKROCK INC | $211.7M | 1.61% | 220,200 | Hold |
| 16 | GOOGL | ALPHABET INC | $204.4M | 1.56% | 572,000 | Hold |
| 17 | MSFT | MICROSOFT CORP | $200.5M | 1.53% | 537,630 | Hold |
| 18 | DIS | DISNEY WALT CO | $195.5M | 1.49% | 2.0M | Hold |
| 19 | AXP | AMERICAN EXPRESS CO | $165.9M | 1.26% | 490,450 | Hold |
| 20 | LOW | LOWES COS INC | $165.8M | 1.26% | 751,980 | Added |
| 21 | PGR | PROGRESSIVE CORP | $164.7M | 1.25% | 753,750 | Hold |
| 22 | FNV | FRANCO NEV CORP | $161.2M | 1.23% | 773,500 | Added |
| 23 | LPLA | LPL FINL HLDGS INC | $157.7M | 1.20% | 559,951 | Hold |
| 24 | JNJ | JOHNSON & JOHNSON | $155.1M | 1.18% | 610,800 | Hold |
| 25 | BX | BLACKSTONE INC | $144.6M | 1.10% | 1.2M | Hold |
Source: SEC Form 13F filings · as of 2026-06-30