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Markel Group Top Holdings and 13F Report (2025)

About Markel Group

Markel Group NYSE: MKL has filed 13-F forms with the SEC as an investor. Markel Group is itself a publicly traded company. Markel Group Inc., a diverse holding company, engages in marketing and underwriting specialty insurance products in the United States, Bermuda, the United Kingdom, and Germany. The company offers general and professional liability, personal lines, marine and energy, specialty programs, and workers' compensation insurance products; and property coverages that include fire, allied lines, and other specialized property coverages, including catastrophe-exposed property risks, such as earthquake and wind. For more information on Markel Group stock, visit the Markel Group stock profile here.

Investment Activity

  • Markel Group has $11.83 billion in total holdings as of June 30, 2025.
  • Markel Group owns shares of 137 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
  • Approximately 0.65% of the portfolio was purchased this quarter.
  • About 0.46% of the portfolio was sold this quarter.
  • This quarter, Markel Group has purchased 135 new stocks and bought additional shares in 37 stocks.
  • Markel Group sold shares of 6 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Berkshire Hathaway
$811,883,200
Berkshire Hathaway
$744,185,552
Brookfield
$539,068,582
Alphabet
$487,797,665
Deere & Company
$446,403,372

Largest New Holdings this Quarter

00724F101 - Adobe
$5,416,320 Holding
038222105 - Applied Materials
$3,020,655 Holding
126408103 - CSX
$2,120,950 Holding

Largest Purchases this Quarter

Novo Nordisk A/S
108,588 shares (about $7.49M)
Franco-Nevada
44,250 shares (about $7.25M)
Adobe
14,000 shares (about $5.42M)
Old Dominion Freight Line
29,250 shares (about $4.75M)
Airbnb
28,183 shares (about $3.73M)

Largest Sales this Quarter

3M
175,500 shares (about $26.72M)
Watsco
25,331 shares (about $11.19M)
Graphic Packaging
287,225 shares (about $6.05M)
O-I Glass
400,400 shares (about $5.90M)
IQVIA
9,084 shares (about $1.43M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMarkel Group

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$811,883,2000.0%1,1146.9%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$744,185,5520.0%1,531,9716.3%Finance
Brookfield Corporation stock logo
BN
Brookfield
$539,068,5820.0%8,715,7414.6%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$487,797,6650.0%2,749,8604.1%Computer and Technology
Deere & Company stock logo
DE
Deere & Company
$446,403,372$101,698 0.0%877,9003.8%Industrials
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$445,528,4360.0%2,030,7603.8%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$354,796,1400.0%999,2853.0%Business Services
The Home Depot, Inc. stock logo
HD
Home Depot
$337,308,8000.0%920,0002.9%Retail/Wholesale
Analog Devices, Inc. stock logo
ADI
Analog Devices
$277,929,0530.0%1,167,6712.3%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$262,373,826$2,362,697 0.9%527,4802.2%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$254,337,0420.0%359,3602.2%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$251,946,7780.0%2,031,6652.1%Consumer Discretionary
Apple Inc. stock logo
AAPL
Apple
$251,803,0900.0%1,227,2902.1%Computer and Technology
Watsco, Inc. stock logo
WSO
Watsco
$249,589,933$11,186,676 -4.3%565,1692.1%Construction
BLACKROCK INC
$231,044,8510.0%220,2002.0%COM
Meta Platforms, Inc. stock logo
META
Meta Platforms
$206,872,603$147,618 0.1%280,2811.7%Computer and Technology
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
$204,210,161$2,062,335 1.0%544,6041.7%Finance
The Progressive Corporation stock logo
PGR
Progressive
$201,145,7260.0%753,7501.7%Finance
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$193,132,9540.0%1,451,8001.6%Finance
Blackstone Inc. stock logo
BX
Blackstone
$183,833,8210.0%1,229,0001.6%Finance
RLI Corp. stock logo
RLI
RLI
$172,933,9670.0%2,394,5441.5%Finance
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$163,706,700$1,147,860 0.7%748,7501.4%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$159,131,820$1,996,830 1.3%717,2301.3%Retail/Wholesale
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$155,887,745$7,494,744 5.1%2,258,5881.3%Medical
American Express Company stock logo
AXP
American Express
$154,466,0650.0%484,2501.3%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$150,316,8800.0%724,0001.3%Computer and Technology
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
$143,643,3750.0%1,012,5001.2%Finance
Diageo plc stock logo
DEO
Diageo
$137,818,8350.0%1,366,7081.2%Consumer Staples
Caterpillar Inc. stock logo
CAT
Caterpillar
$127,585,217$232,926 0.2%328,6501.1%Industrials
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$124,524,3510.0%1,364,8001.1%Finance
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$121,281,7220.0%2,193,9531.0%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$116,625,0280.0%207,5401.0%Business Services
General Dynamics Corporation stock logo
GD
General Dynamics
$114,039,0600.0%391,0001.0%Aerospace
Moody's Corporation stock logo
MCO
Moody's
$107,285,0860.0%213,8900.9%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$100,803,560$2,643,450 2.7%572,0000.9%Computer and Technology
Dollar General Corporation stock logo
DG
Dollar General
$99,424,8140.0%869,2500.8%Retail/Wholesale
Heico Corporation stock logo
HEI.A
Heico
$98,232,8860.0%379,6440.8%Aerospace
Franco-Nevada Corporation stock logo
FNV
Franco-Nevada
$93,352,440$7,253,460 8.4%569,5000.8%Basic Materials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$93,299,7000.0%610,8000.8%Medical
NVR, Inc. stock logo
NVR
NVR
$87,867,198$96,014 0.1%11,8970.7%Construction
LINDE PLC
$87,548,988$2,627,408 3.1%186,6000.7%SHS
Archer Daniels Midland Company stock logo
ADM
Archer Daniels Midland
$83,065,165$1,187,550 1.5%1,573,8000.7%Consumer Staples
Rollins, Inc. stock logo
ROL
Rollins
$82,896,497$394,940 0.5%1,469,2750.7%Construction
MSCI Inc stock logo
MSCI
MSCI
$82,387,3090.0%142,8500.7%Finance
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$80,974,3770.0%327,5000.7%Industrials
S&P Global Inc. stock logo
SPGI
S&P Global
$79,457,3310.0%150,6900.7%Finance
Ecolab Inc. stock logo
ECL
Ecolab
$73,907,3920.0%274,3000.6%Basic Materials
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$73,216,7710.0%252,5500.6%Finance
Carlyle Group Inc. stock logo
CG
Carlyle Group
$68,207,8000.0%1,327,0000.6%Finance
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$60,536,905$1,791,790 3.1%236,5000.5%Transportation
Starbucks Corporation stock logo
SBUX
Starbucks
$57,160,4430.0%623,8180.5%Retail/Wholesale
Old Dominion Freight Line, Inc. stock logo
ODFL
Old Dominion Freight Line
$55,579,635$4,747,275 9.3%342,4500.5%Transportation
FactSet Research Systems Inc. stock logo
FDS
FactSet Research Systems
$52,206,5220.0%116,7200.4%Business Services
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$51,453,1330.0%154,9000.4%Computer and Technology
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$48,578,4250.0%155,9500.4%Business Services
FedEx Corporation stock logo
FDX
FedEx
$48,417,0300.0%213,0000.4%Transportation
The Hanover Insurance Group, Inc. stock logo
THG
The Hanover Insurance Group
$47,733,470$169,870 0.4%281,0000.4%Finance
Accenture PLC stock logo
ACN
Accenture
$47,643,0660.0%159,4000.4%Computer and Technology
Aon plc stock logo
AON
AON
$46,307,448$124,866 0.3%129,8000.4%Finance
Tyson Foods, Inc. stock logo
TSN
Tyson Foods
$45,647,040$978,950 2.2%816,0000.4%Consumer Staples
Investors Title Company stock logo
ITIC
Investors Title
$45,070,2900.0%213,3000.4%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$38,756,1510.0%39,1500.3%Retail/Wholesale
Comcast Corporation stock logo
CMCSA
Comcast
$34,329,4970.0%961,8800.3%Consumer Discretionary
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$33,555,509$148,180 0.4%226,4510.3%Retail/Wholesale
RTX Corporation stock logo
RTX
RTX
$32,708,4800.0%224,0000.3%Aerospace
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$32,334,8980.0%94,1720.3%Basic Materials
NIKE, Inc. stock logo
NKE
NIKE
$31,783,296$142,080 0.4%447,4000.3%Consumer Discretionary
Hagerty, Inc. stock logo
HGTY
Hagerty
$31,421,8800.0%3,108,0000.3%Finance
The Allstate Corporation stock logo
ALL
Allstate
$31,112,4610.0%154,5500.3%Finance
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$30,301,0000.0%314,0000.3%Finance
FERGUSON ENTERPRISES INC
$29,287,375$2,504,125 9.3%134,5000.2%COMMON STOCK NEW
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$28,836,486$370,512 1.3%62,2630.2%Aerospace
Airbnb, Inc. stock logo
ABNB
Airbnb
$28,056,478$3,729,738 15.3%212,0030.2%Consumer Discretionary
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$26,419,726$2,667,142 11.2%68,9630.2%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$24,248,310$520,350 2.2%349,5000.2%Computer and Technology
United Rentals, Inc. stock logo
URI
United Rentals
$23,468,4100.0%31,1500.2%Construction
Brown Forman Corporation stock logo
BF.A
Brown Forman
$23,157,2100.0%843,0000.2%Consumer Staples
Union Pacific Corporation stock logo
UNP
Union Pacific
$22,381,722$2,645,920 13.4%97,2780.2%Transportation
Paychex, Inc. stock logo
PAYX
Paychex
$21,819,0000.0%150,0000.2%Computer and Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$20,853,8850.0%114,5000.2%Consumer Staples
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$20,090,543$1,844,843 10.1%49,5500.2%Medical
Spotify Technology stock logo
SPOT
Spotify Technology
$19,874,1060.0%25,9000.2%Computer and Technology
Crown Holdings, Inc. stock logo
CCK
Crown
$19,514,7100.0%189,5000.2%Industrials
Capital One Financial Corporation stock logo
COF
Capital One Financial
$19,361,1600.0%91,0000.2%Finance
Lamar Advertising Company stock logo
LAMR
Lamar Advertising
$19,174,880$2,548,560 15.3%158,0000.2%Finance
Equifax, Inc. stock logo
EFX
Equifax
$18,895,1050.0%72,8500.2%Business Services
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$18,333,9000.0%65,0000.2%Basic Materials
3M Company stock logo
MMM
3M
$18,002,380$26,718,120 -59.7%118,2500.2%Multi-Sector Conglomerates
Carrier Global Corporation stock logo
CARR
Carrier Global
$17,199,6500.0%235,0000.1%Construction
RenaissanceRe Holdings Ltd. stock logo
RNR
RenaissanceRe
$17,003,0000.0%70,0000.1%Finance
Marriott International, Inc. stock logo
MAR
Marriott International
$16,460,903$2,253,983 15.9%60,2500.1%Consumer Discretionary
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$16,380,5340.0%204,4500.1%Finance
SEI Investments Company stock logo
SEIC
SEI Investments
$15,563,7520.0%173,2000.1%Finance
Choice Hotels International, Inc. stock logo
CHH
Choice Hotels International
$14,654,6400.0%115,5000.1%Consumer Discretionary
Target Corporation stock logo
TGT
Target
$13,120,4500.0%133,0000.1%Retail/Wholesale
Brown-Forman Corporation stock logo
BF.B
Brown-Forman
$12,760,3720.0%474,1870.1%Consumer Staples
PepsiCo, Inc. stock logo
PEP
PepsiCo
$12,703,5680.0%96,2100.1%Consumer Staples
Shopify Inc. stock logo
SHOP
Shopify
$11,852,2130.0%102,7500.1%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$11,522,550$139,950 1.2%123,5000.1%Computer and Technology
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$11,349,6720.0%114,6200.1%Industrials

Showing largest 100 holdings. View all holdings.
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