Filed: 8/1/2025ACC: 0001096343-25-000124
๐ What this filing means
MARKEL GROUP INC. filed this quarterly 13FโHR report disclosing 137 equity positions with a total reported market value of $11.83B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
137
Positions
$11.83B
Total AUM (reported)
67.69M
Total Shares
Allocation by class
COM$7.44B62.9%
CL A$1.40B11.8%
CL B NEW$744.19M6.3%
CL A LTD VT SH$539.07M4.6%
CAP STK CL C$487.80M4.1%
COM CL A$382.85M3.2%
ADR$155.89M1.3%
Portfolio Concentration
Top 3$2.10B17.7%
4โ10$2.61B22.1%
11โ25$3.03B25.7%
Rest$4.09B34.6%
Top 3 weight
17.7%
Top 10 weight
39.8%
Voting Authority Distribution
Total shares with voting rights: 67.69M
Sole
Full voting authority
67.69M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole82
Shared0
Other55
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings137
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.11K
TypeSH
Market value$811.88M
6.86%
Sole
1.11K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.53M
TypeSH
Market value$744.19M
6.29%
Sole
1.53M
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares8.72M
TypeSH
Market value$539.07M
4.56%
Sole
8.72M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.75M
TypeSH
Market value$487.80M
4.12%
Sole
2.75M
Shared
0.00
None
0.00
DEERE & CO
DFNDShares877.90K
TypeSH
Market value$446.40M
3.77%
Sole
877.90K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.03M
TypeSH
Market value$445.53M
3.77%
Sole
2.03M
Shared
0.00
None
0.00
VISA INC
SOLEShares999.28K
TypeSH
Market value$354.80M
3.00%
Sole
999.28K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares920K
TypeSH
Market value$337.31M
2.85%
Sole
920K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares1.17M
TypeSH
Market value$277.93M
2.35%
Sole
1.17M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares527.48K
TypeSH
Market value$262.37M
2.22%
Sole
527.48K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares359.36K
TypeSH
Market value$254.34M
2.15%
Sole
359.36K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares2.03M
TypeSH
Market value$251.95M
2.13%
Sole
2.03M
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.23M
TypeSH
Market value$251.80M
2.13%
Sole
1.23M
Shared
0.00
None
0.00
WATSCO INC
SOLEShares565.17K
TypeSH
Market value$249.59M
2.11%
Sole
565.17K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares220.20K
TypeSH
Market value$231.04M
1.95%
Sole
220.20K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares280.28K
TypeSH
Market value$206.87M
1.75%
Sole
280.28K
Shared
0.00
None
0.00
LPL FINL HLDGS INC
SOLEShares544.60K
TypeSH
Market value$204.21M
1.73%
Sole
544.60K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares753.75K
TypeSH
Market value$201.15M
1.70%
Sole
753.75K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares1.45M
TypeSH
Market value$193.13M
1.63%
Sole
1.45M
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares1.23M
TypeSH
Market value$183.83M
1.55%
Sole
1.23M
Shared
0.00
None
0.00
RLI CORP
DFNDShares2.39M
TypeSH
Market value$172.93M
1.46%
Sole
2.39M
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
SOLEShares748.75K
TypeSH
Market value$163.71M
1.38%
Sole
748.75K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares717.23K
TypeSH
Market value$159.13M
1.35%
Sole
717.23K
Shared
0.00
None
0.00
NOVO-NORDISK A S
SOLEShares2.26M
TypeSH
Market value$155.89M
1.32%
Sole
2.26M
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares484.25K
TypeSH
Market value$154.47M
1.31%
Sole
484.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.11K | SH | $811.88M 6.86% | 1.11K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.53M | SH | $744.19M 6.29% | 1.53M | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 8.72M | SH | $539.07M 4.56% | 8.72M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.75M | SH | $487.80M 4.12% | 2.75M | 0.00 | 0.00 |
DEERE & CODFND | COM | 877.90K | SH | $446.40M 3.77% | 877.90K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.03M | SH | $445.53M 3.77% | 2.03M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 999.28K | SH | $354.80M 3.00% | 999.28K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 920K | SH | $337.31M 2.85% | 920K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 1.17M | SH | $277.93M 2.35% | 1.17M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 527.48K | SH | $262.37M 2.22% | 527.48K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 359.36K | SH | $254.34M 2.15% | 359.36K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 2.03M | SH | $251.95M 2.13% | 2.03M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.23M | SH | $251.80M 2.13% | 1.23M | 0.00 | 0.00 |
WATSCO INCSOLE | COM | 565.17K | SH | $249.59M 2.11% | 565.17K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 220.20K | SH | $231.04M 1.95% | 220.20K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 280.28K | SH | $206.87M 1.75% | 280.28K | 0.00 | 0.00 |
LPL FINL HLDGS INCSOLE | COM | 544.60K | SH | $204.21M 1.73% | 544.60K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 753.75K | SH | $201.15M 1.70% | 753.75K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 1.45M | SH | $193.13M 1.63% | 1.45M | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 1.23M | SH | $183.83M 1.55% | 1.23M | 0.00 | 0.00 |
RLI CORPDFND | COM | 2.39M | SH | $172.93M 1.46% | 2.39M | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 748.75K | SH | $163.71M 1.38% | 748.75K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 717.23K | SH | $159.13M 1.35% | 717.23K | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 2.26M | SH | $155.89M 1.32% | 2.26M | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 484.25K | SH | $154.47M 1.31% | 484.25K | 0.00 | 0.00 |
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