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 $11.94 billion in total holdings as of September 30, 2025.
Markel Group owns shares of 129 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
Approximately 1.12% of the portfolio was purchased this quarter.
About 0.34% of the portfolio was sold this quarter.
This quarter, Markel Group has purchased 128 new stocks and bought additional shares in 43 stocks.
Markel Group sold shares of 2 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $800,007,960
Alphabet: $788,824,840
Berkshire Hathaway: $734,120,503
Brookfield: $529,088,957
Deere & Company: $494,521,070

Largest New Holdings this Quarter

866966104 - SUNBELT RENTALS HOLDINGS INC: $62,705,167 Holding
58733R102 - MercadoLibre: $9,423,159 Holding
293792107 - Enterprise Products Partners: $7,643,680 Holding
962166104 - Weyerhaeuser: $427,525 Holding

Largest Purchases this Quarter

SUNBELT RENTALS HOLDINGS INC: 963,361 shares (about $62.71M)
MercadoLibre: 5,450 shares (about $9.42M)
Enterprise Products Partners: 202,000 shares (about $7.64M)
Franco-Nevada: 25,000 shares (about $6.18M)
CSX: 90,000 shares (about $3.69M)

Largest Sales this Quarter

S&P Global: 33,000 shares (about $14.04M)
UnitedHealth Group: 7,800 shares (about $2.11M)

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
BRK.A Berkshire Hathaway	$800,007,960		0.0%	1,114	6.7%	Finance
GOOG Alphabet	$788,824,840		0.0%	2,749,860	6.6%	Computer and Technology
BRK.B Berkshire Hathaway	$734,120,503		0.0%	1,531,971	6.1%	Finance
BN Brookfield	$529,088,957		0.0%	13,073,609	4.4%	Finance
DE Deere & Company	$494,521,070		0.0%	877,900	4.1%	Industrials
AMZN Amazon.com	$422,946,385		0.0%	2,030,760	3.5%	Retail/Wholesale
ADI Analog Devices	$325,535,164		0.0%	1,023,245	2.7%	Computer and Technology
AAPL Apple	$311,473,930		0.0%	1,227,290	2.6%	Computer and Technology
GS The Goldman Sachs Group	$304,014,965		0.0%	359,360	2.5%	Finance
V Visa	$303,549,001	$1,525,103 â–²	0.5%	1,004,331	2.5%	Business Services
HD Home Depot	$302,578,801		0.0%	920,000	2.5%	Retail/Wholesale
CAT Caterpillar	$232,835,379		0.0%	328,650	2.0%	Industrials
WSO Watsco	$211,787,262	$1,637,055 â–²	0.8%	582,169	1.8%	Construction
BLACKROCK INC	$211,768,543		0.0%	220,200	1.8%	COM
MSFT Microsoft	$199,014,496	$721,831 â–²	0.4%	537,630	1.7%	Computer and Technology
DIS Walt Disney	$195,811,874		0.0%	2,031,665	1.6%	Consumer Discretionary
FNV Franco-Nevada	$175,034,926	$6,176,250 â–²	3.7%	708,500	1.5%	Basic Materials
LOW Lowe's Companies	$174,488,053	$945,120 â–²	0.5%	738,480	1.5%	Retail/Wholesale
LPLA LPL Financial	$168,450,059		0.0%	559,951	1.4%	Finance
GOOGL Alphabet	$164,484,320		0.0%	572,000	1.4%	Computer and Technology
PGR Progressive	$149,423,400		0.0%	753,750	1.3%	Finance
JNJ Johnson & Johnson	$149,303,952		0.0%	610,800	1.3%	Medical
AXP American Express	$148,351,316	$589,836 â–²	0.4%	490,450	1.2%	Finance
META Meta Platforms	$142,061,595		0.0%	248,303	1.2%	Computer and Technology
BX Blackstone	$141,322,710		0.0%	1,229,000	1.2%	Finance
TXN Texas Instruments	$140,557,359		0.0%	724,000	1.2%	Computer and Technology
RLI RLI	$136,584,790		0.0%	2,394,544	1.1%	Finance
KKR KKR & Co. Inc.	$134,291,502		0.0%	1,451,800	1.1%	Finance
GD General Dynamics	$134,199,019		0.0%	391,000	1.1%	Aerospace
MARSH & MCLENNAN COS INC	$132,429,077	$303,538 â–²	0.2%	763,500	1.1%	COM
SCHW Charles Schwab	$130,049,523	$751,840 â–²	0.6%	1,383,800	1.1%	Finance
APO Apollo Global Management	$112,812,750		0.0%	1,012,500	0.9%	Finance
ADM Archer Daniels Midland	$109,456,602		0.0%	1,505,800	0.9%	Consumer Staples
NVO Novo Nordisk A/S	$105,464,196		0.0%	2,869,774	0.9%	Medical
MA Mastercard	$103,699,436		0.0%	207,540	0.9%	Business Services
DG Dollar General	$103,206,052		0.0%	869,250	0.9%	Retail/Wholesale
DEO Diageo	$102,160,886	$37,225 â–²	0.0%	1,372,208	0.9%	Consumer Staples
LINDE PLC	$101,432,496	$2,230,920 â–²	2.2%	204,600	0.8%	SHS
BAM Brookfield Asset Management	$97,521,212		0.0%	2,193,953	0.8%	Finance
MCO Moody's	$93,309,514		0.0%	213,890	0.8%	Finance
ITW Illinois Tool Works	$85,244,976		0.0%	327,500	0.7%	Industrials
ODFL Old Dominion Freight Line	$83,855,910	$1,465,500 â–²	1.8%	429,150	0.7%	Transportation
NSC Norfolk Southern	$81,077,500	$2,583,000 â–²	3.3%	282,500	0.7%	Transportation
HEI.A Heico	$80,139,052		0.0%	379,644	0.7%	Aerospace
ROL Rollins	$80,009,516	$480,690 â–²	0.6%	1,498,025	0.7%	Construction
NVR NVR	$79,651,275	$527,186 â–²	0.7%	12,087	0.7%	Construction
MSCI MSCI	$76,997,578		0.0%	142,850	0.6%	Finance
JPM JPMorgan Chase & Co.	$74,290,108		0.0%	252,550	0.6%	Finance
ECL Ecolab	$72,969,286		0.0%	274,300	0.6%	Basic Materials
CG Carlyle Group	$64,213,530		0.0%	1,327,000	0.5%	Finance
SUNBELT RENTALS HOLDINGS INC	$62,705,167	$62,705,167 â–²	New Holding	963,361	0.5%	SHS
TSN Tyson Foods	$56,990,265	$320,350 â–²	0.6%	889,500	0.5%	Consumer Staples
SBUX Starbucks	$55,887,855		0.0%	623,818	0.5%	Retail/Wholesale
ROK Rockwell Automation	$55,590,512		0.0%	154,900	0.5%	Computer and Technology
SPGI S&P Global	$50,058,265	$14,036,220 â–¼	-21.9%	117,690	0.4%	Finance
THG The Hanover Insurance Group	$48,711,350		0.0%	281,000	0.4%	Finance
ITIC Investors Title	$46,358,621		0.0%	213,300	0.4%	Finance
AON AON	$43,833,524	$564,865 â–²	1.3%	135,800	0.4%	Finance
RTX RTX	$43,209,600		0.0%	224,000	0.4%	Aerospace
FERGUSON ENTERPRISES INC	$39,817,482	$1,679,472 â–²	4.4%	170,700	0.3%	COMMON STOCK NEW
LMT Lockheed Martin	$39,414,086	$423,073 â–²	1.1%	65,213	0.3%	Aerospace
COST Costco Wholesale	$39,010,235		0.0%	39,150	0.3%	Retail/Wholesale
HCA HCA Healthcare	$39,009,174	$828,170 â–²	2.2%	82,430	0.3%	Medical
YUM Yum! Brands	$38,125,718	$2,917,116 â–²	8.3%	245,213	0.3%	Retail/Wholesale
UNP Union Pacific	$36,460,448	$2,183,580 â–²	6.4%	150,278	0.3%	Transportation
TMO Thermo Fisher Scientific	$32,981,664	$2,113,579 â–²	6.8%	67,100	0.3%	Medical
HGTY Hagerty	$32,727,240		0.0%	3,108,000	0.3%	Finance
ALL Allstate	$32,044,397		0.0%	154,550	0.3%	Finance
ACN Accenture	$31,607,425		0.0%	159,400	0.3%	Computer and Technology
MAR Marriott International	$30,662,813	$1,308,280 â–²	4.5%	93,750	0.3%	Consumer Discretionary
ABNB Airbnb	$30,608,884	$265,188 â–²	0.9%	242,389	0.3%	Consumer Discretionary
SHW Sherwin-Williams	$30,186,834		0.0%	94,172	0.3%	Basic Materials
VRSK Verisk Analytics	$29,591,513		0.0%	155,950	0.2%	Business Services
FDS FactSet Research Systems	$29,375,238	$2,930,016 â–²	11.1%	135,376	0.2%	Business Services
TROW T. Rowe Price Group	$28,303,960		0.0%	314,000	0.2%	Finance
CMCSA Comcast	$27,615,574		0.0%	961,880	0.2%	Consumer Discretionary
CSCO Cisco Systems	$27,583,245		0.0%	355,500	0.2%	Computer and Technology
LAMR Lamar Advertising	$24,445,380	$1,013,280 â–²	4.3%	193,000	0.2%	Finance
NKE NIKE	$23,631,668		0.0%	447,400	0.2%	Consumer Discretionary
URI United Rentals	$22,694,644		0.0%	31,150	0.2%	Construction
BF.A Brown Forman	$22,583,969		0.0%	843,000	0.2%	Consumer Staples
CCK Crown	$22,055,000	$802,000 â–²	3.8%	220,000	0.2%	Industrials
APD Air Products and Chemicals	$21,931,995	$1,161,960 â–²	5.6%	75,500	0.2%	Basic Materials
CSX CSX	$21,756,500	$3,694,500 â–²	20.5%	530,000	0.2%	Transportation
RNR RenaissanceRe	$20,806,100		0.0%	70,000	0.2%	Finance
PM Philip Morris International	$18,931,431		0.0%	114,500	0.2%	Consumer Staples
FIX Comfort Systems USA	$17,926,870		0.0%	13,000	0.2%	Construction
COF Capital One Financial	$16,601,130		0.0%	91,000	0.1%	Finance
WFC Wells Fargo & Company	$16,276,265		0.0%	204,450	0.1%	Finance
HSY Hershey	$15,591,750	$1,559,175 â–²	11.1%	75,000	0.1%	Consumer Staples
HXL Hexcel	$15,295,770		0.0%	189,000	0.1%	Aerospace
PEP PepsiCo	$14,940,451		0.0%	96,210	0.1%	Consumer Staples
BANK NEW YORK MELLON CORP	$14,769,435	$355,890 â–²	2.5%	124,500	0.1%	COM
CME CME Group	$14,693,663	$1,181,400 â–²	8.7%	49,750	0.1%	Finance
PAYX Paychex	$13,818,000		0.0%	150,000	0.1%	Computer and Technology
SEIC SEI Investments	$13,591,004		0.0%	173,200	0.1%	Finance
CARR Carrier Global	$13,232,850		0.0%	235,000	0.1%	Construction
EFX Equifax	$13,118,100		0.0%	72,850	0.1%	Business Services
SPOT Spotify Technology	$12,559,169		0.0%	25,900	0.1%	Computer and Technology
BF.B Brown-Forman	$12,537,504		0.0%	474,187	0.1%	Consumer Staples

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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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

Popular Tools

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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