Filed: 5/1/2026ACC: 0001096343-26-000044
๐ What this filing means
MARKEL GROUP INC. filed this quarterly 13FโHR report disclosing 129 equity positions with a total reported market value of $11.94B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
129
Positions
$11.94B
Total AUM (reported)
73.71M
Total Shares
Allocation by class
COM$7.40B62.0%
CL A$1.30B10.9%
CAP STK CL C$788.82M6.6%
CL B NEW$734.12M6.1%
CL A LTD VT SH$529.09M4.4%
COM CL A$334.16M2.8%
SHS$176.70M1.5%
Portfolio Concentration
Top 3$2.32B19.5%
4โ10$2.69B22.5%
11โ25$2.77B23.2%
Rest$4.16B34.8%
Top 3 weight
19.5%
Top 10 weight
42.0%
Voting Authority Distribution
Total shares with voting rights: 73.71M
Sole
Full voting authority
73.71M
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)
Sole77
Shared0
Other52
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings129
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.11K
TypeSH
Market value$800.01M
6.70%
Sole
1.11K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.75M
TypeSH
Market value$788.82M
6.61%
Sole
2.75M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.53M
TypeSH
Market value$734.12M
6.15%
Sole
1.53M
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares13.07M
TypeSH
Market value$529.09M
4.43%
Sole
13.07M
Shared
0.00
None
0.00
DEERE & CO
DFNDShares877.90K
TypeSH
Market value$494.52M
4.14%
Sole
877.90K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.03M
TypeSH
Market value$422.95M
3.54%
Sole
2.03M
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares1.02M
TypeSH
Market value$325.54M
2.73%
Sole
1.02M
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.23M
TypeSH
Market value$311.47M
2.61%
Sole
1.23M
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares359.36K
TypeSH
Market value$304.01M
2.55%
Sole
359.36K
Shared
0.00
None
0.00
VISA INC
SOLEShares1M
TypeSH
Market value$303.55M
2.54%
Sole
1M
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares920K
TypeSH
Market value$302.58M
2.53%
Sole
920K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares328.65K
TypeSH
Market value$232.84M
1.95%
Sole
328.65K
Shared
0.00
None
0.00
WATSCO INC
SOLEShares582.17K
TypeSH
Market value$211.79M
1.77%
Sole
582.17K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares220.20K
TypeSH
Market value$211.77M
1.77%
Sole
220.20K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares537.63K
TypeSH
Market value$199.01M
1.67%
Sole
537.63K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares2.03M
TypeSH
Market value$195.81M
1.64%
Sole
2.03M
Shared
0.00
None
0.00
FRANCO NEV CORP
DFNDShares708.50K
TypeSH
Market value$175.03M
1.47%
Sole
708.50K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares738.48K
TypeSH
Market value$174.49M
1.46%
Sole
738.48K
Shared
0.00
None
0.00
LPL FINL HLDGS INC
SOLEShares559.95K
TypeSH
Market value$168.45M
1.41%
Sole
559.95K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares572K
TypeSH
Market value$164.48M
1.38%
Sole
572K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares753.75K
TypeSH
Market value$149.42M
1.25%
Sole
753.75K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares610.80K
TypeSH
Market value$149.30M
1.25%
Sole
610.80K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares490.45K
TypeSH
Market value$148.35M
1.24%
Sole
490.45K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares248.30K
TypeSH
Market value$142.06M
1.19%
Sole
248.30K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares1.23M
TypeSH
Market value$141.32M
1.18%
Sole
1.23M
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 | $800.01M 6.70% | 1.11K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.75M | SH | $788.82M 6.61% | 2.75M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.53M | SH | $734.12M 6.15% | 1.53M | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 13.07M | SH | $529.09M 4.43% | 13.07M | 0.00 | 0.00 |
DEERE & CODFND | COM | 877.90K | SH | $494.52M 4.14% | 877.90K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.03M | SH | $422.95M 3.54% | 2.03M | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 1.02M | SH | $325.54M 2.73% | 1.02M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.23M | SH | $311.47M 2.61% | 1.23M | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 359.36K | SH | $304.01M 2.55% | 359.36K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 1M | SH | $303.55M 2.54% | 1M | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 920K | SH | $302.58M 2.53% | 920K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 328.65K | SH | $232.84M 1.95% | 328.65K | 0.00 | 0.00 |
WATSCO INCSOLE | COM | 582.17K | SH | $211.79M 1.77% | 582.17K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 220.20K | SH | $211.77M 1.77% | 220.20K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 537.63K | SH | $199.01M 1.67% | 537.63K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 2.03M | SH | $195.81M 1.64% | 2.03M | 0.00 | 0.00 |
FRANCO NEV CORPDFND | COM | 708.50K | SH | $175.03M 1.47% | 708.50K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 738.48K | SH | $174.49M 1.46% | 738.48K | 0.00 | 0.00 |
LPL FINL HLDGS INCSOLE | COM | 559.95K | SH | $168.45M 1.41% | 559.95K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 572K | SH | $164.48M 1.38% | 572K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 753.75K | SH | $149.42M 1.25% | 753.75K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 610.80K | SH | $149.30M 1.25% | 610.80K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 490.45K | SH | $148.35M 1.24% | 490.45K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 248.30K | SH | $142.06M 1.19% | 248.30K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 1.23M | SH | $141.32M 1.18% | 1.23M | 0.00 | 0.00 |
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