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 (NYSE: MKL) is a diversified insurance holding company best known for underwriting specialty insurance products. Founded in 1930 and headquartered in Richmond, Virginia, the company provides a wide range of commercial property and casualty coverages tailored to niche and hard-to-place risks. Its underwriting operations focus on specialty lines across multiple industries, delivering customized policy structures, program administration, and claims management services for complex exposures. For more information on Markel Group stock, visit the Markel Group stock profile here.

Investment Activity

Markel Group has $13.13 billion in total holdings as of September 30, 2025.
Markel Group owns shares of 130 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
Approximately 0.87% of the portfolio was purchased this quarter.
About 0.28% of the portfolio was sold this quarter.
This quarter, Markel Group has purchased 129 new stocks and bought additional shares in 24 stocks.
Markel Group sold shares of 3 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Alphabet: $971,608,033
Berkshire Hathaway: $834,218,900
Berkshire Hathaway: $766,582,969
Deere & Company: $556,878,306
Brookfield: $556,805,009

Largest New Holdings this Quarter

98978V103 - Zoetis: $4,756,773 Holding
64110L106 - Netflix: $2,856,000 Holding
90278Q108 - UFP Industries: $362,960 Holding

Largest Purchases this Quarter

MercadoLibre: 18,550 shares (about $31.49M)
Franco-Nevada: 65,000 shares (about $13.55M)
Enterprise Products Partners: 367,000 shares (about $13.49M)
Watsco: 15,581 shares (about $6.49M)
LINDE PLC: 11,000 shares (about $5.71M)

Largest Sales this Quarter

Analog Devices: 23,574 shares (about $9.36M)
Meta Platforms: 14,140 shares (about $7.96M)
Comcast: 159,806 shares (about $3.92M)

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	$971,608,033		0.0%	2,749,860	7.4%	Communication Services
BRK.A Berkshire Hathaway	$834,218,900		0.0%	1,114	6.4%	Finance
BRK.B Berkshire Hathaway	$766,582,969		0.0%	1,531,971	5.8%	Finance
DE Deere & Company	$556,878,306		0.0%	877,900	4.2%	Industrials
BN Brookfield	$556,805,009		0.0%	13,073,609	4.2%	Finance
AMZN Amazon.com	$484,011,339		0.0%	2,030,760	3.7%	Consumer Discretionary
ADI Analog Devices	$397,039,330	$9,362,886 â–¼	-2.3%	999,671	3.0%	Technology
GS The Goldman Sachs Group	$363,445,924		0.0%	359,360	2.8%	Finance
AAPL Apple	$355,128,634		0.0%	1,227,290	2.7%	Technology
CAT Caterpillar	$349,979,385		0.0%	328,650	2.7%	Industrials
V Visa	$347,863,069	$3,287,145 â–²	1.0%	1,013,912	2.6%	Finance
HD Home Depot	$325,347,299	$881,700 â–²	0.3%	922,500	2.5%	Consumer Discretionary
WSO Watsco	$249,100,359	$6,493,070 â–²	2.7%	597,750	1.9%	Industrials
TXN Texas Instruments	$215,802,680		0.0%	724,000	1.6%	Technology
BLACKROCK INC	$211,735,512		0.0%	220,200	1.6%	COM
GOOGL Alphabet	$204,415,640		0.0%	572,000	1.6%	Communication Services
MSFT Microsoft	$200,546,744		0.0%	537,630	1.5%	Technology
DIS Walt Disney	$195,547,757		0.0%	2,031,665	1.5%	Communication Services
AXP American Express	$165,894,715		0.0%	490,450	1.3%	Finance
LOW Lowe's Companies	$165,804,070	$2,976,615 â–²	1.8%	751,980	1.3%	Consumer Discretionary
PGR Progressive	$164,656,689		0.0%	753,750	1.3%	Finance
FNV Franco-Nevada	$161,228,340	$13,548,600 â–²	9.2%	773,500	1.2%	Materials
LPLA LPL Financial	$157,726,999		0.0%	559,951	1.2%	Finance
JNJ Johnson & Johnson	$155,124,875		0.0%	610,800	1.2%	Healthcare
BX Blackstone	$144,616,429		0.0%	1,229,000	1.1%	Finance
RLI RLI	$141,445,715		0.0%	2,394,544	1.1%	Finance
GD General Dynamics	$138,507,840		0.0%	391,000	1.1%	Industrials
NVO Novo Nordisk A/S	$137,576,966		0.0%	2,869,774	1.0%	Healthcare
KKR KKR & Co. Inc.	$133,246,205		0.0%	1,451,800	1.0%	Finance
META Meta Platforms	$131,901,676	$7,964,921 â–¼	-5.7%	234,163	1.0%	Communication Services
SCHW Charles Schwab	$128,698,196	$1,014,970 â–²	0.8%	1,394,800	1.0%	Finance
MARSH & MCLENNAN COS INC	$127,252,547		0.0%	763,500	1.0%	COM
APO Apollo Global Management	$119,788,875		0.0%	1,012,500	0.9%	Finance
ADM Archer Daniels Midland	$115,043,119		0.0%	1,505,800	0.9%	Consumer Staples
LINDE PLC	$111,883,464	$5,708,340 â–²	5.4%	215,600	0.9%	SHS
DEO Diageo	$110,298,080		0.0%	1,372,208	0.8%	Consumer Staples
MA Mastercard	$106,592,545		0.0%	207,540	0.8%	Finance
DG Dollar General	$100,059,367		0.0%	869,250	0.8%	Consumer Staples
BAM Brookfield Asset Management	$98,398,791		0.0%	2,193,953	0.7%	Finance
HEI.A Heico	$97,913,984		0.0%	379,644	0.7%	Industrials
MCO Moody's	$96,875,059		0.0%	213,890	0.7%	Finance
ODFL Old Dominion Freight Line	$92,953,890		0.0%	429,150	0.7%	Industrials
NSC Norfolk Southern	$88,871,675		0.0%	282,500	0.7%	Industrials
ITW Illinois Tool Works	$88,578,926		0.0%	327,500	0.7%	Industrials
JPM JPMorgan Chase & Co.	$82,667,192		0.0%	252,550	0.6%	Finance
NVR NVR	$82,421,700	$68,134 â–²	0.1%	12,097	0.6%	Consumer Discretionary
MSCI MSCI	$80,001,714		0.0%	142,850	0.6%	Finance
ROK Rockwell Automation	$76,687,892		0.0%	154,900	0.6%	Industrials
ECL Ecolab	$76,422,723		0.0%	274,300	0.6%	Materials
SUNBELT RENTALS HOLDINGS INC	$72,891,947	$822,910 â–²	1.1%	974,361	0.6%	SHS
SBUX Starbucks	$63,747,961		0.0%	623,818	0.5%	Consumer Discretionary
ROL Rollins	$63,299,755	$772,190 â–²	1.2%	1,516,525	0.5%	Industrials
THG The Hanover Insurance Group	$60,167,720		0.0%	281,000	0.5%	Finance
ITIC Investors Title	$58,375,945		0.0%	213,300	0.4%	Finance
CG Carlyle Group	$55,879,970		0.0%	1,327,000	0.4%	Finance
TSN Tyson Foods	$52,297,875	$1,374,000 â–²	2.7%	913,500	0.4%	Consumer Staples
SPGI S&P Global	$47,930,429		0.0%	117,690	0.4%	Finance
AON AON	$45,043,503		0.0%	135,800	0.3%	Finance
UNP Union Pacific	$43,799,616	$2,924,000 â–²	7.2%	161,028	0.3%	Industrials
FERGUSON ENTERPRISES INC	$42,766,866	$2,254,635 â–²	5.6%	180,200	0.3%	COMMON STOCK NEW
RTX RTX	$42,499,520		0.0%	224,000	0.3%	Industrials
CSCO Cisco Systems	$41,757,030		0.0%	355,500	0.3%	Technology
MELI MercadoLibre	$40,737,361	$31,486,585 â–²	340.4%	24,000	0.3%	Consumer Discretionary
YUM Yum! Brands	$39,199,750		0.0%	245,213	0.3%	Consumer Discretionary
MAR Marriott International	$36,873,706	$2,130,893 â–²	6.1%	99,500	0.3%	Consumer Discretionary
ALL Allstate	$36,773,627		0.0%	154,550	0.3%	Finance
TMO Thermo Fisher Scientific	$36,649,416	$3,008,160 â–²	8.9%	73,100	0.3%	Healthcare
COST Costco Wholesale	$36,623,651		0.0%	39,150	0.3%	Consumer Staples
HGTY Hagerty	$35,897,400		0.0%	3,108,000	0.3%	Finance
TROW T. Rowe Price Group	$35,698,661		0.0%	314,000	0.3%	Finance
URI United Rentals	$35,289,524		0.0%	31,150	0.3%	Industrials
ABNB Airbnb	$34,685,867		0.0%	242,389	0.3%	Consumer Discretionary
LMT Lockheed Martin	$33,223,415		0.0%	65,213	0.3%	Industrials
HCA HCA Healthcare	$32,893,460	$754,827 â–²	2.3%	84,366	0.3%	Healthcare
SHW Sherwin-Williams	$32,425,304		0.0%	94,172	0.2%	Materials
FDS FactSet Research Systems	$31,147,311		0.0%	135,376	0.2%	Finance
LAMR Lamar Advertising	$30,104,140		0.0%	193,000	0.2%	Real Estate
VRSK Verisk Analytics	$27,997,704		0.0%	155,950	0.2%	Industrials
CSX CSX	$27,781,285	$2,590,385 â–²	10.3%	584,500	0.2%	Industrials
AMAT Applied Materials	$26,281,050		0.0%	36,350	0.2%	Technology
APD Air Products and Chemicals	$25,946,430	$3,811,340 â–²	17.2%	88,500	0.2%	Materials
FIX Comfort Systems USA	$25,765,350		0.0%	13,000	0.2%	Industrials
CCK Crown	$24,600,400		0.0%	220,000	0.2%	Materials
BF.A Brown Forman	$23,064,480		0.0%	843,000	0.2%	Consumer Staples
RNR RenaissanceRe	$22,183,000		0.0%	70,000	0.2%	Finance
EPD Enterprise Products Partners	$20,916,440	$13,490,920 â–²	181.7%	569,000	0.2%	Energy
PM Philip Morris International	$20,714,195		0.0%	114,500	0.2%	Consumer Staples
ACN Accenture	$19,835,735		0.0%	159,400	0.2%	Technology
CMCSA Comcast	$19,690,917	$3,923,237 â–¼	-16.6%	802,074	0.1%	Communication Services
HXL Hexcel	$18,911,340		0.0%	189,000	0.1%	Industrials
NKE NIKE	$18,365,770		0.0%	447,400	0.1%	Consumer Discretionary
COF Capital One Financial	$18,256,420		0.0%	91,000	0.1%	Finance
BANK NEW YORK MELLON CORP	$18,003,945		0.0%	124,500	0.1%	COM
CARR Carrier Global	$17,237,250		0.0%	235,000	0.1%	Industrials
WFC Wells Fargo & Company	$16,895,748		0.0%	204,450	0.1%	Finance
SEIC SEI Investments	$15,191,372		0.0%	173,200	0.1%	Finance
PAYX Paychex	$14,749,500		0.0%	150,000	0.1%	Industrials
HSY Hershey	$13,158,750		0.0%	75,000	0.1%	Consumer Staples
PEP PepsiCo	$13,026,834		0.0%	96,210	0.1%	Consumer Staples
BF.B Brown-Forman	$12,637,084		0.0%	474,187	0.1%	Consumer Staples

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

Financial Calendars

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