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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 $11.26 billion in total holdings as of March 31, 2025.
  • Markel Group owns shares of 135 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
  • Approximately 1.56% of the portfolio was purchased this quarter.
  • About 0.09% of the portfolio was sold this quarter.
  • This quarter, Markel Group has purchased 132 new stocks and bought additional shares in 41 stocks.
  • Markel Group sold shares of 1 stock and completely divested from 0 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$889,463,943
Berkshire Hathaway
$815,897,115
Brookfield
$456,791,987
Alphabet
$429,610,627
Deere & Company
$411,948,496

Largest New Holdings this Quarter

12503M108 - Cboe Global Markets
$1,357,740 Holding
26969P108 - Eagle Materials
$776,755 Holding
871829107 - Sysco
$675,360 Holding

Largest Purchases this Quarter

RLI
1,197,272 shares (about $96.18M)
Airbnb
68,510 shares (about $8.18M)
Franco-Nevada
42,000 shares (about $6.62M)
LINDE PLC
13,000 shares (about $6.05M)
Archer Daniels Midland
77,000 shares (about $3.70M)

Largest Sales this Quarter

Cable One
39,000 shares (about $10.37M)

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
$889,463,9430.0%1,1147.9%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$815,897,1150.0%1,531,9717.2%Finance
Brookfield Corporation stock logo
BN
Brookfield
$456,791,9870.0%8,715,7414.1%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$429,610,6270.0%2,749,8603.8%Computer and Technology
Deere & Company stock logo
DE
Deere & Company
$411,948,496$1,290,713 0.3%877,7003.7%Industrials
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$386,372,3980.0%2,030,7603.4%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$350,209,4210.0%999,2853.1%Business Services
The Home Depot, Inc. stock logo
HD
Home Depot
$337,170,8010.0%920,0003.0%Retail/Wholesale
Watsco, Inc. stock logo
WSO
Watsco
$300,151,1500.0%590,5002.7%Construction
Apple Inc. stock logo
AAPL
Apple
$272,617,9270.0%1,227,2902.4%Computer and Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$235,484,2100.0%1,167,6712.1%Computer and Technology
The Progressive Corporation stock logo
PGR
Progressive
$213,318,7870.0%753,7501.9%Finance
BLACKROCK INC
$208,414,8950.0%220,2001.9%COM
The Walt Disney Company stock logo
DIS
Walt Disney
$200,525,3360.0%2,031,6651.8%Consumer Discretionary
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$196,314,7750.0%359,3601.7%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$196,227,615$1,220,018 0.6%522,7301.7%Computer and Technology
RLI Corp. stock logo
RLI
RLI
$192,353,719$96,176,860 100.0%2,394,5441.7%Finance
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$181,436,306$1,952,240 1.1%743,5001.6%Finance
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
$176,362,483$2,191,838 1.3%539,1041.6%Finance
Blackstone Inc. stock logo
BX
Blackstone
$171,789,6210.0%1,229,0001.5%Finance
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$167,842,5990.0%1,451,8001.5%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$165,180,482$1,574,302 1.0%708,2301.5%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$161,427,486$979,812 0.6%280,0811.4%Computer and Technology
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$149,296,0000.0%2,150,0001.3%Medical
Diageo plc stock logo
DEO
Diageo
$143,217,3310.0%1,366,7081.3%Consumer Staples
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
$138,651,7500.0%1,012,5001.2%Finance
American Express Company stock logo
AXP
American Express
$130,287,4640.0%484,2501.2%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$130,102,8010.0%724,0001.2%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$113,756,8240.0%207,5401.0%Business Services
Caterpillar Inc. stock logo
CAT
Caterpillar
$108,190,890$1,071,850 1.0%328,0501.0%Industrials
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$106,836,544$78,280 0.1%1,364,8000.9%Finance
General Dynamics Corporation stock logo
GD
General Dynamics
$106,578,7810.0%391,0000.9%Aerospace
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$106,297,0240.0%2,193,9530.9%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$101,295,0730.0%610,8000.9%Medical
Moody's Corporation stock logo
MCO
Moody's
$99,606,4350.0%213,8900.9%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$86,134,480$309,280 0.4%557,0000.8%Computer and Technology
NVR, Inc. stock logo
NVR
NVR
$86,092,330$507,107 0.6%11,8840.8%Construction
LINDE PLC
$84,280,840$6,053,320 7.7%181,0000.7%SHS
Franco-Nevada Corporation stock logo
FNV
Franco-Nevada
$82,758,390$6,617,520 8.7%525,2500.7%Basic Materials
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$81,223,2760.0%327,5000.7%Industrials
MSCI Inc stock logo
MSCI
MSCI
$80,781,6750.0%142,8500.7%Finance
Heico Corporation stock logo
HEI.A
Heico
$80,093,4940.0%379,6440.7%Aerospace
Rollins, Inc. stock logo
ROL
Rollins
$79,006,7200.0%1,462,2750.7%Construction
S&P Global Inc. stock logo
SPGI
S&P Global
$76,565,5890.0%150,6900.7%Finance
Dollar General Corporation stock logo
DG
Dollar General
$76,433,152$2,945,655 4.0%869,2500.7%Retail/Wholesale
Archer Daniels Midland Company stock logo
ADM
Archer Daniels Midland
$74,477,912$3,696,770 5.2%1,551,3000.7%Consumer Staples
Ecolab Inc. stock logo
ECL
Ecolab
$69,540,5360.0%274,3000.6%Basic Materials
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$61,950,5150.0%252,5500.6%Finance
Starbucks Corporation stock logo
SBUX
Starbucks
$61,190,307$637,585 1.1%623,8180.5%Retail/Wholesale
Carlyle Group Inc. stock logo
CG
Carlyle Group
$57,843,9300.0%1,327,0000.5%Finance
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$54,357,0750.0%229,5000.5%Transportation
FactSet Research Systems Inc. stock logo
FDS
FactSet Research Systems
$53,065,5820.0%116,7200.5%Business Services
FedEx Corporation stock logo
FDX
FedEx
$51,925,140$1,584,570 3.1%213,0000.5%Transportation
Old Dominion Freight Line, Inc. stock logo
ODFL
Old Dominion Freight Line
$51,818,940$2,068,125 4.2%313,2000.5%Transportation
Aon plc stock logo
AON
AON
$51,662,202$1,297,043 2.6%129,4500.5%Finance
Investors Title Company stock logo
ITIC
Investors Title
$51,422,3640.0%213,3000.5%Finance
Tyson Foods, Inc. stock logo
TSN
Tyson Foods
$50,952,2850.0%798,5000.5%Consumer Staples
Accenture PLC stock logo
ACN
Accenture
$49,739,1760.0%159,4000.4%Computer and Technology
The Hanover Insurance Group, Inc. stock logo
THG
The Hanover Insurance Group
$48,706,000$2,261,350 4.9%280,0000.4%Finance
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$46,413,8390.0%155,9500.4%Business Services
3M Company stock logo
MMM
3M
$43,140,1250.0%293,7500.4%Multi-Sector Conglomerates
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$40,023,0620.0%154,9000.4%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$37,027,2870.0%39,1500.3%Retail/Wholesale
Comcast Corporation stock logo
CMCSA
Comcast
$35,493,3720.0%961,8800.3%Consumer Discretionary
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$35,476,970$3,139,175 9.7%225,4510.3%Retail/Wholesale
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$32,883,9210.0%94,1720.3%Basic Materials
The Allstate Corporation stock logo
ALL
Allstate
$32,002,6690.0%154,5500.3%Finance
RTX Corporation stock logo
RTX
RTX
$29,671,0400.0%224,0000.3%Aerospace
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$28,847,1810.0%314,0000.3%Finance
NIKE, Inc. stock logo
NKE
NIKE
$28,273,992$825,240 3.0%445,4000.3%Consumer Discretionary
Brown Forman Corporation stock logo
BF.A
Brown Forman
$28,215,2100.0%843,0000.3%Consumer Staples
Hagerty, Inc. stock logo
HGTY
Hagerty
$28,096,3200.0%3,108,0000.2%Finance
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$27,456,137$2,278,221 9.0%61,4630.2%Aerospace
Paychex, Inc. stock logo
PAYX
Paychex
$23,142,0000.0%150,0000.2%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$22,392,000$1,940,640 9.5%45,0000.2%Medical
Airbnb, Inc. stock logo
ABNB
Airbnb
$21,959,137$8,184,205 59.4%183,8200.2%Consumer Discretionary
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$21,424,446$1,873,227 9.6%62,0010.2%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$21,104,8200.0%342,0000.2%Computer and Technology
Union Pacific Corporation stock logo
UNP
Union Pacific
$20,264,1950.0%85,7780.2%Transportation
FERGUSON ENTERPRISES INC
$19,708,290$2,723,910 16.0%123,0000.2%COMMON STOCK NEW
United Rentals, Inc. stock logo
URI
United Rentals
$19,521,705$940,050 5.1%31,1500.2%Construction
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$19,169,800$147,460 0.8%65,0000.2%Basic Materials
Philip Morris International Inc. stock logo
PM
Philip Morris International
$18,174,5850.0%114,5000.2%Consumer Staples
Equifax, Inc. stock logo
EFX
Equifax
$17,743,3460.0%72,8500.2%Business Services
Crown Holdings, Inc. stock logo
CCK
Crown
$16,914,7700.0%189,5000.2%Industrials
RenaissanceRe Holdings Ltd. stock logo
RNR
RenaissanceRe
$16,800,0000.0%70,0000.1%Finance
Capital One Financial Corporation stock logo
COF
Capital One Financial
$16,316,3000.0%91,0000.1%Finance
Brown-Forman Corporation stock logo
BF.B
Brown-Forman
$16,093,9080.0%474,1870.1%Consumer Staples
Lamar Advertising Company stock logo
LAMR
Lamar Advertising
$15,587,860$1,479,140 10.5%137,0000.1%Finance
Choice Hotels International, Inc. stock logo
CHH
Choice Hotels International
$15,336,0900.0%115,5000.1%Consumer Discretionary
Carrier Global Corporation stock logo
CARR
Carrier Global
$14,899,0000.0%235,0000.1%Construction
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$14,677,4660.0%204,4500.1%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$14,672,334$680,875 4.9%28,0140.1%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$14,425,7270.0%96,2100.1%Consumer Staples
Spotify Technology stock logo
SPOT
Spotify Technology
$14,245,7770.0%25,9000.1%Computer and Technology
Target Corporation stock logo
TGT
Target
$13,879,8800.0%133,0000.1%Retail/Wholesale
SEI Investments Company stock logo
SEIC
SEI Investments
$13,445,5160.0%173,2000.1%Finance
Marriott International, Inc. stock logo
MAR
Marriott International
$12,386,400$1,191,000 10.6%52,0000.1%Consumer Discretionary
Graphic Packaging Holding Company stock logo
GPK
Graphic Packaging
$11,973,401$882,640 8.0%461,2250.1%Industrials
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$11,828,7840.0%114,6200.1%Industrials

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