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. is a diversified financial holding company best known for its specialty insurance and reinsurance operations. Through its insurance businesses, the company provides coverage for commercial and individual risks that may require specialized underwriting, serving customers in the United States and international markets. For more information on Markel Group stock, visit the Markel Group stock profile here.

Investment Activity

Markel Group has $12.84 billion in total holdings as of September 30, 2025.
Markel Group owns shares of 145 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
Approximately 0.72% of the portfolio was purchased this quarter.
About 0.89% of the portfolio was sold this quarter.
This quarter, Markel Group has purchased 130 new stocks and bought additional shares in 27 stocks.
Markel Group sold shares of 8 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Alphabet: $936,987,297
Berkshire Hathaway: $832,163,570
Berkshire Hathaway: $762,844,961
Deere & Company: $578,305,282
Amazon.com: $505,963,855

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS ORD: $9,830,100 Holding
989207105 - Zebra Technologies: $2,351,853 Holding
60744M106 - MOBILITY GLOBAL INC: $2,018,384 Holding
826919102 - Silicon Laboratories: $1,837,341 Holding
902252105 - Tyler Technologies: $1,720,440 Holding

Largest Purchases this Quarter

Zoetis: 359,101 shares (about $25.08M)
EXXONMOBIL HOLDINGS ORD: 60,400 shares (about $9.83M)
Watsco: 25,260 shares (about $7.65M)
Franco-Nevada: 13,500 shares (about $3.21M)
Home Depot: 9,500 shares (about $2.70M)

Largest Sales this Quarter

Airbnb: 169,034 shares (about $27.16M)
Meta Platforms: 25,000 shares (about $18.13M)
Alphabet: 52,025 shares (about $17.90M)
Yum! Brands: 103,154 shares (about $14.06M)
Deere & Company: 16,750 shares (about $11.25M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GOOG Alphabet	$936,987,297		0.0%	2,749,860	7.3%	Communication Services
BRK.A Berkshire Hathaway	$832,163,570		0.0%	1,114	6.5%	Finance
BRK.B Berkshire Hathaway	$762,844,961		0.0%	1,531,971	5.9%	Finance
DE Deere & Company	$578,305,282	$11,248,462 ▼	-1.9%	861,150	4.5%	Industrials
AMZN Amazon.com	$505,963,855		0.0%	2,030,760	3.9%	Consumer Discretionary
BN Brookfield	$476,663,783		0.0%	13,073,609	3.7%	Finance
AAPL Apple	$408,712,116		0.0%	1,227,290	3.2%	Technology
ADI Analog Devices	$396,579,481		0.0%	999,671	3.1%	Technology
V Visa	$364,328,999		0.0%	1,013,912	2.8%	Finance
GS The Goldman Sachs Group	$323,553,369		0.0%	359,360	2.5%	Finance
MSFT Microsoft	$275,750,428		0.0%	537,630	2.1%	Technology
CAT Caterpillar	$266,466,135		0.0%	328,650	2.1%	Industrials
HD Home Depot	$265,144,681	$2,702,655 ▲	1.0%	932,000	2.1%	Consumer Discretionary
BLACKROCK INC	$233,035,457		0.0%	220,200	1.8%	COM
DIS Walt Disney	$213,908,409	$786,750 ▲	0.4%	2,039,165	1.7%	Communication Services
TXN Texas Instruments	$202,785,159		0.0%	724,000	1.6%	Technology
WSO Watsco	$188,578,898	$7,645,949 ▲	4.2%	623,010	1.5%	Industrials
FNV Franco-Nevada	$187,392,571	$3,214,485 ▲	1.7%	787,000	1.5%	Materials
GOOGL Alphabet	$178,912,998	$17,900,762 ▼	-9.1%	519,975	1.4%	Communication Services
LPLA LPL Financial	$173,123,165	$1,890,150 ▲	1.1%	566,132	1.3%	Finance
JNJ Johnson & Johnson	$161,703,191		0.0%	610,800	1.3%	Healthcare
PGR Progressive	$156,259,913		0.0%	753,750	1.2%	Finance
META Meta Platforms	$151,680,825	$18,129,500 ▼	-10.7%	209,163	1.2%	Communication Services
AXP American Express	$149,145,846		0.0%	490,450	1.2%	Finance
LOW Lowe's Companies	$140,333,149	$1,750,755 ▲	1.3%	761,480	1.1%	Consumer Discretionary
BX Blackstone	$137,758,610		0.0%	1,229,000	1.1%	Finance
SCHW Charles Schwab	$136,327,752		0.0%	1,394,800	1.1%	Finance
RLI RLI	$133,956,506	$1,514,277 ▲	1.1%	2,421,922	1.0%	Finance
KKR KKR & Co. Inc.	$132,549,340		0.0%	1,451,800	1.0%	Finance
MARSH & MCLENNAN COS INC	$130,352,357		0.0%	763,500	1.0%	COM
GD General Dynamics	$129,745,531		0.0%	391,000	1.0%	Industrials
ADM Archer Daniels Midland	$119,530,403		0.0%	1,505,800	0.9%	Consumer Staples
APO Apollo Global Management	$117,510,750		0.0%	1,012,500	0.9%	Finance
DEO Diageo	$117,461,004		0.0%	1,372,208	0.9%	Consumer Staples
MA Mastercard	$114,452,084		0.0%	207,540	0.9%	Finance
NVO Novo Nordisk A/S	$108,793,131		0.0%	2,869,774	0.8%	Healthcare
LINDE PLC	$104,707,792	$2,373,250 ▲	2.3%	220,600	0.8%	SHS
DG Dollar General	$103,944,916		0.0%	869,250	0.8%	Consumer Staples
MCO Moody's	$97,133,867		0.0%	213,890	0.8%	Finance
BAM Brookfield Asset Management	$96,914,825	$891,600 ▼	-0.9%	2,173,953	0.8%	Finance
NSC Norfolk Southern	$87,292,500		0.0%	282,500	0.7%	Industrials
HEI.A Heico	$86,684,115		0.0%	379,644	0.7%	Industrials
ITW Illinois Tool Works	$84,259,199		0.0%	327,500	0.7%	Industrials
JPM JPMorgan Chase & Co.	$83,551,117		0.0%	252,550	0.7%	Finance
MSCI MSCI	$76,947,581		0.0%	142,850	0.6%	Finance
ECL Ecolab	$75,317,294		0.0%	274,300	0.6%	Materials
NVR NVR	$74,880,463	$430,807 ▲	0.6%	12,167	0.6%	Consumer Discretionary
ODFL Old Dominion Freight Line	$74,603,436		0.0%	429,150	0.6%	Industrials
SUNBELT RENTALS HOLDINGS INC	$71,980,585	$647,616 ▲	0.9%	983,207	0.6%	SHS
ROK Rockwell Automation	$67,432,617		0.0%	154,900	0.5%	Industrials
ITIC Investors Title	$60,342,570		0.0%	213,300	0.5%	Finance
THG The Hanover Insurance Group	$60,167,720		0.0%	281,000	0.5%	Finance
SBUX Starbucks	$58,613,939		0.0%	623,818	0.5%	Consumer Discretionary
CG Carlyle Group	$52,628,820		0.0%	1,327,000	0.4%	Finance
TMO Thermo Fisher Scientific	$50,021,207	$675,050 ▲	1.4%	74,100	0.4%	Healthcare
ROL Rollins	$47,620,473	$1,942,740 ▲	4.3%	1,581,025	0.4%	Industrials
SPGI S&P Global	$46,425,174		0.0%	117,690	0.4%	Finance
TSN Tyson Foods	$46,159,155		0.0%	913,500	0.4%	Consumer Staples
UNP Union Pacific	$45,181,201	$1,360,650 ▲	3.1%	166,028	0.4%	Industrials
HGTY Hagerty	$41,833,680		0.0%	3,108,000	0.3%	Finance
MELI MercadoLibre	$41,830,427	$345,706 ▲	0.8%	24,200	0.3%	Consumer Discretionary
RTX RTX	$41,585,600		0.0%	224,000	0.3%	Industrials
FERGUSON ENTERPRISES INC	$41,006,604	$890,480 ▲	2.2%	184,200	0.3%	COMMON STOCK NEW
CSCO Cisco Systems	$38,262,465		0.0%	355,500	0.3%	Technology
AON AON	$37,585,367		0.0%	135,800	0.3%	Finance
FDS FactSet Research Systems	$36,544,752		0.0%	135,376	0.3%	Finance
HCA HCA Healthcare	$36,260,952	$258,604 ▲	0.7%	84,972	0.3%	Healthcare
MAR Marriott International	$35,478,084	$88,918 ▲	0.3%	99,750	0.3%	Consumer Discretionary
ALL Allstate	$34,288,463		0.0%	154,550	0.3%	Finance
LMT Lockheed Martin	$33,209,721		0.0%	65,213	0.3%	Industrials
TROW T. Rowe Price Group	$32,671,701		0.0%	314,000	0.3%	Finance
URI United Rentals	$31,174,297		0.0%	31,150	0.2%	Industrials
COST Costco Wholesale	$30,722,154	$4,917,657 ▼	-13.8%	33,748	0.2%	Consumer Staples
SHW Sherwin-Williams	$30,442,983		0.0%	94,172	0.2%	Materials
ZTS Zoetis	$29,698,420	$25,076,023 ▲	542.5%	425,296	0.2%	Healthcare
ACN Accenture	$29,229,178		0.0%	159,400	0.2%	Technology
LAMR Lamar Advertising	$27,813,230		0.0%	193,000	0.2%	Real Estate
CSX CSX	$27,789,725	$604,630 ▲	2.2%	597,500	0.2%	Industrials
VRSK Verisk Analytics	$26,176,208		0.0%	155,950	0.2%	Industrials
APD Air Products and Chemicals	$25,805,833	$1,182,478 ▲	4.8%	92,750	0.2%	Materials
CCK Crown	$23,190,200		0.0%	220,000	0.2%	Materials
BF.A Brown Forman	$22,617,690		0.0%	843,000	0.2%	Consumer Staples
RNR RenaissanceRe	$22,276,100		0.0%	70,000	0.2%	Finance
PM Philip Morris International	$21,848,891		0.0%	114,500	0.2%	Consumer Staples
EPD Enterprise Products Partners	$21,793,320	$1,531,230 ▲	7.6%	612,000	0.2%	Energy
FIX Comfort Systems USA	$21,503,170		0.0%	13,000	0.2%	Industrials
YUM Yum! Brands	$19,368,324	$14,064,016 ▼	-42.1%	142,059	0.2%	Consumer Discretionary
AMAT Applied Materials	$18,588,663		0.0%	36,350	0.1%	Technology
BANK OF NY MELLON CORP	$18,006,435		0.0%	124,500	0.1%	COM
SEIC SEI Investments	$17,780,712		0.0%	173,200	0.1%	Finance
COF Capital One Financial	$17,569,370		0.0%	91,000	0.1%	Finance
WFC Wells Fargo & Company	$16,366,223		0.0%	204,450	0.1%	Finance
HXL Hexcel	$15,860,880		0.0%	189,000	0.1%	Industrials
NKE NIKE	$15,837,960		0.0%	447,400	0.1%	Consumer Discretionary
SHOPIFY INC	$15,237,825		0.0%	102,750	0.1%	CL A SUB VTG SHS
PAYX Paychex	$14,775,000		0.0%	150,000	0.1%	Industrials
CARR Carrier Global	$13,166,400	$274,300 ▲	2.1%	240,000	0.1%	Industrials
CME CME Group	$13,033,505		0.0%	49,750	0.1%	Finance
SPOT Spotify Technology	$12,623,142		0.0%	25,900	0.1%	Communication Services
IQV IQVIA	$12,609,065		0.0%	46,900	0.1%	Healthcare

Showing largest 100 holdings. View all holdings.

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Markel Group Top Holdings and 13F Report (2025)

About Markel Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Terms & Info

Markel Group Top Holdings and 13F Report (2025)

About Markel Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMarkel Group

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools