Filed: 2/6/2026ACC: 0001096343-26-000011
๐ What this filing means
MARKEL GROUP INC. filed this quarterly 13FโHR report disclosing 128 equity positions with a total reported market value of $12.54B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
128
Positions
$12.54B
Total AUM (reported)
72.46M
Total Shares
Allocation by class
COM$7.65B61.0%
CL A$1.38B11.0%
CAP STK CL C$862.91M6.9%
CL B NEW$770.05M6.1%
CL A LTD VT SH$599.95M4.8%
COM CL A$383.07M3.1%
CAP STK CL A$179.04M1.4%
Portfolio Concentration
Top 3$2.47B19.7%
4โ10$2.79B22.3%
11โ25$2.99B23.8%
Rest$4.29B34.2%
Top 3 weight
19.7%
Top 10 weight
42.0%
Voting Authority Distribution
Total shares with voting rights: 72.46M
Sole
Full voting authority
72.46M
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)
Sole79
Shared0
Other49
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings128
Rows:
ALPHABET INC
SOLEShares2.75M
TypeSH
Market value$862.91M
6.88%
Sole
2.75M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.11K
TypeSH
Market value$840.85M
6.70%
Sole
1.11K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.53M
TypeSH
Market value$770.05M
6.14%
Sole
1.53M
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares13.07M
TypeSH
Market value$599.95M
4.78%
Sole
13.07M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.03M
TypeSH
Market value$468.74M
3.74%
Sole
2.03M
Shared
0.00
None
0.00
DEERE & CO
DFNDShares877.90K
TypeSH
Market value$408.72M
3.26%
Sole
877.90K
Shared
0.00
None
0.00
VISA INC
SOLEShares999.28K
TypeSH
Market value$350.46M
2.79%
Sole
999.28K
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.23M
TypeSH
Market value$333.65M
2.66%
Sole
1.23M
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares920K
TypeSH
Market value$316.57M
2.52%
Sole
920K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares359.36K
TypeSH
Market value$315.88M
2.52%
Sole
359.36K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares1.02M
TypeSH
Market value$277.50M
2.21%
Sole
1.02M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares535.68K
TypeSH
Market value$259.07M
2.07%
Sole
535.68K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares220.20K
TypeSH
Market value$235.69M
1.88%
Sole
220.20K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares2.03M
TypeSH
Market value$231.14M
1.84%
Sole
2.03M
Shared
0.00
None
0.00
LPL FINL HLDGS INC
SOLEShares559.95K
TypeSH
Market value$200.00M
1.59%
Sole
559.95K
Shared
0.00
None
0.00
WATSCO INC
SOLEShares577.67K
TypeSH
Market value$194.65M
1.55%
Sole
577.67K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares1.23M
TypeSH
Market value$189.44M
1.51%
Sole
1.23M
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares328.65K
TypeSH
Market value$188.27M
1.50%
Sole
328.65K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares1.45M
TypeSH
Market value$185.08M
1.48%
Sole
1.45M
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares488.50K
TypeSH
Market value$180.72M
1.44%
Sole
488.50K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares572K
TypeSH
Market value$179.04M
1.43%
Sole
572K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares734.48K
TypeSH
Market value$177.13M
1.41%
Sole
734.48K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares753.75K
TypeSH
Market value$171.64M
1.37%
Sole
753.75K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares248.30K
TypeSH
Market value$163.90M
1.31%
Sole
248.30K
Shared
0.00
None
0.00
RLI CORP
SOLEShares2.39M
TypeSH
Market value$153.20M
1.22%
Sole
2.39M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 2.75M | SH | $862.91M 6.88% | 2.75M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.11K | SH | $840.85M 6.70% | 1.11K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.53M | SH | $770.05M 6.14% | 1.53M | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 13.07M | SH | $599.95M 4.78% | 13.07M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.03M | SH | $468.74M 3.74% | 2.03M | 0.00 | 0.00 |
DEERE & CODFND | COM | 877.90K | SH | $408.72M 3.26% | 877.90K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 999.28K | SH | $350.46M 2.79% | 999.28K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.23M | SH | $333.65M 2.66% | 1.23M | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 920K | SH | $316.57M 2.52% | 920K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 359.36K | SH | $315.88M 2.52% | 359.36K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 1.02M | SH | $277.50M 2.21% | 1.02M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 535.68K | SH | $259.07M 2.07% | 535.68K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 220.20K | SH | $235.69M 1.88% | 220.20K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 2.03M | SH | $231.14M 1.84% | 2.03M | 0.00 | 0.00 |
LPL FINL HLDGS INCSOLE | COM | 559.95K | SH | $200.00M 1.59% | 559.95K | 0.00 | 0.00 |
WATSCO INCSOLE | COM | 577.67K | SH | $194.65M 1.55% | 577.67K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 1.23M | SH | $189.44M 1.51% | 1.23M | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 328.65K | SH | $188.27M 1.50% | 328.65K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 1.45M | SH | $185.08M 1.48% | 1.45M | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 488.50K | SH | $180.72M 1.44% | 488.50K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 572K | SH | $179.04M 1.43% | 572K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 734.48K | SH | $177.13M 1.41% | 734.48K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 753.75K | SH | $171.64M 1.37% | 753.75K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 248.30K | SH | $163.90M 1.31% | 248.30K | 0.00 | 0.00 |
RLI CORPSOLE | COM | 2.39M | SH | $153.20M 1.22% | 2.39M | 0.00 | 0.00 |
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