Markel Group Inc

Period:: Q1 2026
Portfolio date:: Mar 31, 2026
No. of stocks:: 126
Portfolio value:: $11,938,877,000
Filed:: May 1, 2026
CIK:: 1096343

Stock	Issuer	% of Portfolio	Recent Activity	Shares	Price	Value ▼
BRK.B hist	BERKSHIRE HATHAWAY INC DEL	12.85	—	1,533,085	$1000.68	$1.53B
GOOG hist	ALPHABET INC	6.61	—	2,749,860	$286.86	$788.82M
BN hist	BROOKFIELD CORP	5.25	Add 17.00%	15,267,562	$41.04	$626.61M
DE hist	DEERE & CO	4.14	—	877,900	$563.30	$494.52M
AMZN hist	AMAZON COM INC	3.54	—	2,030,760	$208.27	$422.95M
ADI hist	ANALOG DEVICES INC	2.73	—	1,023,245	$318.14	$325.54M
AAPL hist	APPLE INC	2.61	—	1,227,290	$253.79	$311.47M
GS hist	GOLDMAN SACHS GROUP INC	2.55	—	359,360	$845.99	$304.01M
V hist	VISA INC	2.54	Add 1.00%	1,004,331	$302.24	$303.55M
HD hist	HOME DEPOT INC	2.53	—	920,000	$328.89	$302.58M
CAT hist	CATERPILLAR INC	1.95	—	328,650	$708.46	$232.84M
WSO hist	WATSCO INC	1.77	Add 1.00%	582,169	$363.79	$211.79M
BLK hist	BLACKROCK INC	1.77	—	220,200	$961.71	$211.77M
MSFT hist	MICROSOFT CORP	1.67	—	537,630	$370.17	$199.01M
DIS hist	DISNEY WALT CO	1.64	—	2,031,665	$96.38	$195.81M
FNV hist	FRANCO NEV CORP	1.47	Add 4.00%	708,500	$247.05	$175.03M
LOW hist	LOWES COS INC	1.46	Add 1.00%	738,480	$236.28	$174.49M
LPLA hist	LPL FINL HLDGS INC	1.41	—	559,951	$300.83	$168.45M
GOOGL hist	ALPHABET INC	1.38	—	572,000	$287.56	$164.48M
PGR hist	PROGRESSIVE CORP	1.25	—	753,750	$198.24	$149.42M
JNJ hist	JOHNSON & JOHNSON	1.25	—	610,800	$244.44	$149.30M
AXP hist	AMERICAN EXPRESS CO	1.24	—	490,450	$302.48	$148.35M
META hist	META PLATFORMS INC	1.19	—	248,303	$572.13	$142.06M
BX hist	BLACKSTONE INC	1.18	—	1,229,000	$114.99	$141.32M
TXN hist	TEXAS INSTRS INC	1.18	—	724,000	$194.14	$140.56M
RLI hist	RLI CORP	1.14	—	2,394,544	$57.04	$136.59M
KKR hist	KKR & CO INC	1.12	—	1,451,800	$92.50	$134.29M
GD hist	GENERAL DYNAMICS CORP	1.12	—	391,000	$343.22	$134.20M
MRSH hist	MARSH & MCLENNAN COS INC	1.11	—	763,500	$173.45	$132.43M
SCHW hist	SCHWAB CHARLES CORP	1.09	Add 1.00%	1,383,800	$93.98	$130.05M
APO hist	APOLLO GLOBAL MGMT INC	0.94	—	1,012,500	$111.42	$112.81M
ADM hist	ARCHER DANIELS MIDLAND CO	0.92	—	1,505,800	$72.69	$109.46M
NVO hist	NOVO-NORDISK A S	0.88	—	2,869,774	$36.75	$105.46M
MA hist	MASTERCARD INCORPORATED	0.87	—	207,540	$499.66	$103.70M
DG hist	DOLLAR GEN CORP NEW	0.86	—	869,250	$118.73	$103.21M
DEO hist	DIAGEO PLC	0.86	—	1,372,208	$74.45	$102.16M
LIN hist	LINDE PLC	0.85	Add 2.00%	204,600	$495.76	$101.43M
MCO hist	MOODYS CORP	0.78	—	213,890	$436.25	$93.31M
ITW hist	ILLINOIS TOOL WKS INC	0.71	—	327,500	$260.29	$85.25M
ODFL hist	OLD DOMINION FREIGHT LINE IN	0.70	Add 2.00%	429,150	$195.40	$83.86M
NSC hist	NORFOLK SOUTHN CORP	0.68	Add 3.00%	282,500	$287.00	$81.08M
HEI hist	HEICO CORP NEW	0.67	—	379,644	$211.09	$80.14M
ROL hist	ROLLINS INC	0.67	Add 1.00%	1,498,025	$53.41	$80.01M
NVR hist	NVR INC	0.67	Add 1.00%	12,087	$6589.81	$79.65M
MSCI hist	MSCI INC	0.64	—	142,850	$539.01	$77.00M
JPM hist	JPMORGAN CHASE & CO.	0.62	—	252,550	$294.16	$74.29M
ECL hist	ECOLAB INC	0.61	—	274,300	$266.02	$72.97M
CG hist	CARLYLE GROUP INC	0.54	—	1,327,000	$48.39	$64.21M
SUNB hist	SUNBELT RENTALS HOLDINGS INC	0.53	Buy	963,361	$65.09	$62.70M
TSN hist	TYSON FOODS INC	0.48	Add 1.00%	889,500	$64.07	$56.99M
SBUX hist	STARBUCKS CORP	0.47	—	623,818	$89.59	$55.89M
ROK hist	ROCKWELL AUTOMATION INC	0.47	—	154,900	$358.88	$55.59M
SPGI hist	S&P GLOBAL INC	0.42	Reduce 22.00%	117,690	$425.34	$50.06M
THG hist	HANOVER INS GROUP INC	0.41	—	281,000	$173.35	$48.71M
ITIC hist	INVESTORS TITLE CO NC	0.39	—	213,300	$217.34	$46.36M
AON hist	AON PLC	0.37	Add 1.00%	135,800	$322.78	$43.83M
RTX hist	RTX CORPORATION	0.36	—	224,000	$192.90	$43.21M
FERG hist	FERGUSON ENTERPRISES INC	0.33	Add 4.00%	170,700	$233.26	$39.82M
LMT hist	LOCKHEED MARTIN CORP	0.33	Add 1.00%	65,213	$604.39	$39.41M
COST hist	COSTCO WHSL CORP NEW	0.33	—	39,150	$996.42	$39.01M
HCA hist	HCA HEALTHCARE INC	0.33	Add 2.00%	82,430	$473.24	$39.01M
YUM hist	YUM BRANDS INC	0.32	Add 8.00%	245,213	$155.48	$38.13M
UNP hist	UNION PAC CORP	0.31	Add 6.00%	150,278	$242.62	$36.46M
BF-A hist	BROWN FORMAN CORP	0.29	—	1,317,187	$26.66	$35.12M
TMO hist	THERMO FISHER SCIENTIFIC INC	0.28	Add 7.00%	67,100	$491.54	$32.98M
HGTY hist	HAGERTY INC	0.27	—	3,108,000	$10.53	$32.73M
ALL hist	ALLSTATE CORP	0.27	—	154,550	$207.34	$32.04M
ACN hist	ACCENTURE PLC IRELAND	0.26	—	159,400	$198.29	$31.61M
MAR hist	MARRIOTT INTL INC NEW	0.26	Add 4.00%	93,750	$327.07	$30.66M
ABNB hist	AIRBNB INC	0.26	Add 1.00%	242,389	$126.28	$30.61M
SHW hist	SHERWIN WILLIAMS CO	0.25	—	94,172	$320.55	$30.19M
VRSK hist	VERISK ANALYTICS INC	0.25	—	155,950	$189.75	$29.59M
FDS hist	FACTSET RESH SYS INC	0.25	Add 11.00%	135,376	$216.99	$29.38M
TROW hist	PRICE T ROWE GROUP INC	0.24	—	314,000	$90.14	$28.30M
CMCSA hist	COMCAST CORP NEW	0.23	—	961,880	$28.71	$27.61M
CSCO hist	CISCO SYS INC	0.23	—	355,500	$77.59	$27.58M
LAMR hist	LAMAR ADVERTISING CO NEW	0.20	Add 4.00%	193,000	$126.66	$24.45M
NKE hist	NIKE INC	0.20	—	447,400	$52.82	$23.63M
URI hist	UNITED RENTALS INC	0.19	—	31,150	$728.57	$22.70M
CCK hist	CROWN HLDGS INC	0.18	Add 4.00%	220,000	$100.25	$22.05M
ALK hist	AIR PRODS & CHEMS INC	0.18	Add 6.00%	75,500	$290.49	$21.93M
CSX hist	CSX CORP	0.18	Add 20.00%	530,000	$41.05	$21.76M
RNR hist	RENAISSANCERE HLDGS LTD	0.17	—	70,000	$297.23	$20.81M
PM hist	PHILIP MORRIS INTL INC	0.16	—	114,500	$165.34	$18.93M
FIX hist	COMFORT SYS USA INC	0.15	—	13,000	$1379.00	$17.93M
COF hist	CAPITAL ONE FINL CORP	0.14	—	91,000	$182.43	$16.60M
WFC hist	WELLS FARGO CO NEW	0.14	—	204,450	$79.61	$16.28M
HSY hist	HERSHEY CO	0.13	Add 11.00%	75,000	$207.89	$15.59M
HXL hist	HEXCEL CORP NEW	0.13	—	189,000	$80.93	$15.29M
PEP hist	PEPSICO INC	0.13	—	96,210	$155.29	$14.94M
BK hist	BANK NEW YORK MELLON CORP	0.12	Add 2.00%	124,500	$118.63	$14.77M
CME hist	CME GROUP INC	0.12	Add 9.00%	49,750	$295.36	$14.69M
PAYX hist	PAYCHEX INC	0.12	—	150,000	$92.12	$13.82M
SEIC hist	SEI INVTS CO	0.11	—	173,200	$78.47	$13.59M
CARR hist	CARRIER GLOBAL CORPORATION	0.11	—	235,000	$56.31	$13.23M
EFX hist	EQUIFAX INC	0.11	—	72,850	$180.07	$13.12M
SPOT hist	SPOTIFY TECHNOLOGY S A	0.11	—	25,900	$484.90	$12.56M
AMAT hist	APPLIED MATLS INC	0.10	Add 7.00%	36,350	$341.79	$12.42M
CBOE hist	CBOE GLOBAL MKTS INC	0.10	Add 5.00%	43,700	$281.08	$12.28M
SHOP hist	SHOPIFY INC	0.10	—	102,750	$118.62	$12.19M
HII hist	HUNTINGTON INGALLS INDS INC	0.09	Add 8.00%	27,500	$379.89	$10.45M
UBER hist	UBER TECHNOLOGIES INC	0.09	Add 2.00%	142,500	$71.93	$10.25M
SMG hist	SCOTTS MIRACLE-GRO CO	0.09	—	168,000	$60.81	$10.22M
MELI hist	MERCADOLIBRE INC	0.08	Buy	5,450	$1728.99	$9.42M
OTIS hist	OTIS WORLDWIDE CORP	0.07	—	114,620	$77.08	$8.84M
IQV hist	IQVIA HLDGS INC	0.07	—	46,900	$170.53	$8.00M
XOM hist	EXXON MOBIL CORP	0.07	Add 24.00%	47,000	$169.66	$7.97M
EPD hist	ENTERPRISE PRODS PARTNERS L	0.06	Buy	202,000	$37.84	$7.64M
SONY hist	SONY GROUP CORP	0.06	—	335,000	$20.70	$6.93M
EMN hist	EASTMAN CHEM CO	0.05	—	74,950	$76.32	$5.72M
KMX hist	CARMAX INC	0.05	—	136,500	$41.58	$5.68M
CNI hist	CANADIAN NATL RY CO	0.05	Add 20.00%	53,500	$102.77	$5.50M
GHC hist	GRAHAM HLDGS CO	0.05	—	5,200	$1057.31	$5.50M
UNH hist	UNITEDHEALTH GROUP INC	0.04	Reduce 29.00%	18,700	$270.59	$5.06M
NSP hist	INSPERITY INC	0.04	Add 19.00%	181,336	$27.04	$4.90M
CP hist	CANADIAN PACIFIC KANSAS CITY	0.04	Add 18.00%	59,500	$78.66	$4.68M
ICE hist	INTERCONTINENTAL EXCHANGE IN	0.04	Add 38.00%	28,870	$157.29	$4.54M
WRB hist	BERKLEY W R CORP	0.03	—	60,750	$66.29	$4.03M
BC hist	BRUNSWICK CORP	0.03	Add 7.00%	51,250	$72.76	$3.73M
MGM hist	MGM RESORTS INTERNATIONAL	0.03	—	87,500	$37.01	$3.24M
EXP hist	EAGLE MATLS INC	0.02	—	14,750	$189.42	$2.79M
AYI hist	ACUITY INC	0.02	—	9,750	$280.21	$2.73M
SYY hist	SYSCO CORP	0.02	—	30,500	$71.34	$2.18M
DPZ hist	DOMINOS PIZZA INC	0.02	—	5,500	$358.73	$1.97M
BRO hist	BROWN & BROWN INC	0.01	Add 27.00%	14,000	$65.21	$913K
WY hist	WEYERHAEUSER CO MTN BE	0.00	Buy	17,500	$24.46	$428K
BAM hist	BROOKFIELD ASSET MANAGMT LTD	0.00	Sell	0	—	$0
TGT hist	TARGET CORP	0.00	Sell	0	—	$0
CHH hist	CHOICE HOTELS INTL INC	0.00	Sell	0	—	$0
TRU hist	TRANSUNION	0.00	Sell	0	—	$0