Markel Group Inc. 13F Holdings Breakdown
Markel Group Inc.CIK: 0001096343
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$11.9B
Reporting period: 2026-03-31 · Number of holdings: 205
Markel Group Inc. disclosed 205 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $11.9B and a quarterly turnover rate of 13.1%.
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Personality snowflake
- Concentration
- 10.52
- Portfolio Stability
- 13.08
- Momentum/Contrarian
- 100
- Sector conviction
- 64.9
- Diversification
- 100
- Sizing Uniformity
- 84.47
Markel Group Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.026 — mathematically equivalent to about 38 equally-sized positions, well below its 205 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.55), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Recent moves
Add DE
0.0% $85.8M
Add ADI
0.0% $48.0M
Add CAT
0.0% $44.6M
Trim MSFT
+0.4% -$60.1M
Trim KKR
0.0% -$50.8M
Trim BN
0.0% -$70.9M
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
Markel executes a deliberate capital rotation this quarter, shifting weight from communication services and consumer discretionary into financial intermediation. Despite price-driven weight compression on MSFT and V, share counts expanded confirmings active accumulation alongside explicit additions to reinsurance carriers and logistics leaders. The portfolio is hunting yield through concentrated payment processors while trimming overbought credit analytics names.
Macro & Fundamentals
The embedded macro bet is that financial spreads and underwriting float will outperform secular tech multiples as capital costs stabilize. The opposing thesis argues that consumer credit deterioration will compress fee-based revenue across the V-AXP axis, dragging portfolio performance below broad benchmarks via a positioning squeeze in payment processing equities.
Blind Spots / Risks
A 38% overlay in financials creates a concentrated duration-like exposure to rate-sensitive intermediation margins. When liquidity tightens and the rotation pivots to small-cap value or pure infrastructure capax, this wide-diversification shell will bleed alpha through cash drag in the sub-1% tails.
This summary was generated by AI from publicly filed SEC data and reflects historical holdings only — it is not a recommendation to buy or sell.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 129 holdings (of 205 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 6.70% | — | — | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.61% | -0.27% | — | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.15% | +0.01% | — | |
| 4 | BN | Brookfield CORP | Stock-Financials | 4.43% | -0.35% | — | |
| 5 | DE | Deere & Co | Stock-Industrials | 4.14% | +0.88% | — | |
| 6 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.54% | -0.20% | — | |
| 7 | ADI | Analog Devices INC | Stock-Tech | 2.73% | +0.52% | — | |
| 8 | AAPL | Apple INC | Stock-Tech | 2.61% | -0.05% | — | |
| 9 | GS | Goldman Sachs Group INC | Stock-Financials | 2.55% | +0.03% | — | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.54% | -0.25% | +0.51% | |
| 11 | HD | Home Depot INC | Stock-Consumer Disc | 2.53% | +0.01% | — | |
| 12 | CAT | Caterpillar INC | Stock-Industrials | 1.95% | +0.45% | — | |
| 13 | WSO | Watsco INC | Stock-Industrials | 1.77% | +0.22% | +0.78% | |
| 14 | BLK | Blackrock INC | Stock-Financials | 1.77% | -0.11% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | -0.40% | +0.36% | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.64% | -0.20% | — | |
| 17 | FNV | Franco-nevada CORP | Stock-Materials | 1.47% | +0.34% | +3.66% | |
| 18 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 1.46% | — | +0.54% | |
| 19 | LPLA | Lpl Financial Holdings INC | Stock-Financials | 1.41% | -0.18% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | -0.05% | — | |
| 21 | PGR | Progressive CORP | Stock-Financials | 1.25% | -0.12% | — | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.25% | +0.24% | — | |
| 23 | AXP | American Express Co | Stock-Financials | 1.24% | -0.20% | +0.40% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.19% | -0.12% | — | |
| 25 | BX | Blackstone INC | Stock-Financials | 1.18% | -0.33% | — | |
| 26 | TXN | Texas Instruments INC | Stock-Tech | 1.18% | +0.18% | — | |
| 27 | RLI | Rli CORP | Stock-Financials | 1.14% | -0.08% | — | |
| 28 | KKR | Kkr & Co INC | Stock-Financials | 1.12% | -0.36% | — | |
| 29 | GD | General Dynamics CORP | Stock-Industrials | 1.12% | — | — | |
| 30 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.11% | -0.02% | +0.23% | |
| 31 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.09% | — | +0.58% | |
| 32 | APO | Apollo Global Management INC | Stock-Financials | 0.94% | -0.23% | — | |
| 33 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.92% | +0.23% | — | |
| 34 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.88% | -0.28% | — | |
| 35 | MA | Mastercard INC - A | Stock-Financials | 0.87% | -0.07% | — | |
| 36 | DG | Dollar General CORP | Stock-Consumer Staples | 0.86% | -0.06% | — | |
| 37 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.86% | -0.08% | +0.04% | |
| 38 | LIN | Linde plc | Stock-Materials | 0.85% | +0.17% | +2.25% | |
| 39 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.82% | -0.10% | — | |
| 40 | MCO | Moody's CORP | Stock-Financials | 0.78% | -0.09% | — | |
| 41 | ITW | Illinois Tool Works | Stock-Industrials | 0.71% | — | — | |
| 42 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.70% | +0.17% | +1.78% | |
| 43 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.68% | — | +3.29% | |
| 44 | HEI-A | Heico Corp-class A | Stock-Other | 0.67% | -0.09% | — | |
| 45 | ROL | Rollins INC | Stock-Consumer Disc | 0.67% | -0.04% | +0.60% | |
| 46 | NVR | Nvr INC | Stock-Consumer Disc | 0.67% | -0.03% | +0.67% | |
| 47 | MSCI | Msci INC | Stock-Financials | 0.64% | — | — | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | — | — | |
| 49 | ECL | Ecolab INC | Stock-Materials | 0.61% | — | — | |
| 50 | CG | Carlyle Group Inc/the | Stock-Financials | 0.54% | -0.09% | — |
1–50 of 129
Portfolio Performance
Performance for Q3 2026
+1.2%
Performance Last 4 Quarters
+15.4%
Based on 66% of reported portfolio value with available pricing
- Stdev
- +15.5%
- Beta
- +1.08
- Alpha
- -3.4%
- Max Drawdown
- -11.9%
- Annualized Perf
- +16.5%
- Batting Avg vs S&P
- +47.2%
- Sortino
- +2.06
- Stutzer
- +0.32
- Treynor
- +0.15
- Sterling
- +0.82
- Calmar
- +1.39
- Information Ratio
- -0.3
- Tracking Error
- +6.4%
- Stdev Down
- +8%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +39.7%
- Worst 12 Months
- +6.2%
- Efficiency Ratio
- +0.44
- Sharpe
- +1.07
- Stdev Sectors
- +10.8%
- Skewness
- +0.28
- Kurtosis
- +0.15
- Upside Potential
- +3.77
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 205 | $11.9B | 13 | |
| 2025-12-31 | 205 | $12.5B | 8 | |
| 2025-09-30 | 208 | $12.3B | 17 | |
| 2025-06-30 | 218 | $11.8B | 0 | |
| 2025-03-31 | 217 | $11.3B | 100 | |
| 2024-12-31 | 214 | $11.3B | 0 | |
| 2024-09-30 | 216 | $11.1B | 0 | |
| 2024-06-30 | 222 | $10.2B | 0 | |
| 2024-03-31 | 219 | $10.1B | 0 | |
| 2023-12-31 | 216 | $9.2B | 0 | |
| 2023-09-30 | 226 | $8.3B | 0 | |
| 2023-06-30 | 226 | $8.4B | 0 | |
| 2023-03-31 | 226 | $7.9B | 0 | |
| 2022-12-31 | 231 | $7.5B | 0 | |
| 2022-09-30 | 211 | $6.8B | 0 | |
| 2022-06-30 | 212 | $7.0B | 0 | |
| 2022-03-31 | 204 | $8.4B | 0 | |
| 2021-12-31 | 200 | $8.7B | 0 | |
| 2021-09-30 | 210 | $7.9B | 0 | |
| 2021-06-30 | 212 | $7.9B | 96 | |
| 2021-03-31 | 205 | $7.2B | 11 | |
| 2020-12-31 | 203 | $6.7B | 15 | |
| 2020-09-30 | 201 | $5.9B | 11 | |
| 2020-06-30 | 201 | $5.4B | 32 | |
| 2020-03-31 | 234 | $5.3B | 32 | |
| 2019-12-31 | 245 | $7.2B | 12 | |
| 2019-09-30 | 243 | $6.6B | 11 | |
| 2019-06-30 | 247 | $6.5B | 12 | |
| 2019-03-31 | 243 | $6.0B | 14 | |
| 2018-12-31 | 242 | $5.2B | 14 | |
| 2018-09-30 | 242 | $5.9B | 13 | |
| 2018-06-30 | 161 | $5.4B | 11 | |
| 2018-03-31 | 166 | $5.3B | 10 | |
| 2017-12-31 | 166 | $5.3B | 11 | |
| 2017-09-30 | 156 | $5.0B | 10 | |
| 2017-06-30 | 155 | $4.7B | 10 | |
| 2017-03-31 | 150 | $4.4B | 11 | |
| 2016-12-31 | 150 | $4.1B | 12 | |
| 2016-09-30 | 146 | $3.9B | 10 | |
| 2016-06-30 | 147 | $3.8B | 12 | |
| 2016-03-31 | 146 | $3.7B | 9 | |
| 2015-12-31 | 147 | $3.7B | 23 | |
| 2015-09-30 | 139 | $3.8B | 10 | |
| 2015-06-30 | 131 | $4.0B | 7 | |
| 2015-03-31 | 125 | $4.0B | 100 | |
| 2014-12-31 | 126 | $3.8B | 0 | |
| 2014-09-30 | 123 | $3.5B | 13 | |
| 2014-06-30 | 125 | $3.5B | 12 | |
| 2014-03-31 | 126 | $3.3B | 10 | |
| 2013-12-31 | 132 | $3.2B | 13 | |
| 2013-09-30 | 135 | $2.9B | 9 | |
| 2013-06-30 | 135 | $2.8B | 0 |
Holding changes this quarter
Markel Group Inc.'s most significant position changes for 2026-03-31: New buy: Sunbelt Rentals Holdings INC (SUNB); Sold out: Target CORP (TGT); Sold out: Choice Hotels Intl INC (CHH); New buy: Mercadolibre INC (MELI); Add: Microsoft CORP (MSFT) — shares +0.36%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DE | Deere & Co | +0.9% | — | Unchanged |
| 2 | ADI | Analog Devices INC | +0.5% | — | Unchanged |
| 3 | CAT | Caterpillar INC | +0.5% | — | Unchanged |
| 4 | FNV | Franco-nevada CORP | +0.3% | +3.66% | Add |
| 5 | JNJ | Johnson & Johnson | +0.2% | — | Unchanged |
| 6 | ADM | Archer-daniels-midland Co | +0.2% | — | Unchanged |
| 7 | WSO | Watsco INC | +0.2% | +0.78% | Add |
| 8 | TXN | Texas Instruments INC | +0.2% | — | Unchanged |
| 9 | ODFL | Old Dominion Freight Line | +0.2% | +1.78% | Add |
| 10 | LIN | Linde plc | +0.2% | +2.25% | Add |
| 11 | LMT | Lockheed Martin CORP | +0.1% | +1.09% | Add |
| 12 | GS | Goldman Sachs Group INC | 0% | — | Unchanged |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 14 | HD | Home Depot INC | 0% | — | Unchanged |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | — | — | Unchanged |
| 16 | MRSH | Marsh & Mclennan Cos | 0% | +0.23% | Add |
| 17 | NVR | Nvr INC | 0% | +0.67% | Add |
| 18 | ROL | Rollins INC | 0% | +0.60% | Add |
| 19 | AAPL | Apple INC | -0.1% | — | Unchanged |
| 20 | GOOGL | Alphabet Inc-cl A | -0.1% | — | Unchanged |
| 21 | DG | Dollar General CORP | -0.1% | — | Unchanged |
| 22 | HGTY | Hagerty Inc-a | -0.1% | — | Unchanged |
| 23 | MA | Mastercard INC - A | -0.1% | — | Unchanged |
| 24 | RLI | Rli CORP | -0.1% | — | Unchanged |
| 25 | DEO | Diageo Plc-sponsored Adr | -0.1% | +0.04% | Add |
| 26 | ACN | Accenture plc | -0.1% | — | Unchanged |
| 27 | MCO | Moody's CORP | -0.1% | — | Unchanged |
| 28 | HEI-A | Heico Corp-class A | -0.1% | — | Unchanged |
| 29 | CG | Carlyle Group Inc/the | -0.1% | — | Unchanged |
| 30 | BAM | Brookfield Asset Mgmt-a | -0.1% | — | Unchanged |
| 31 | BLK | Blackrock INC | -0.1% | — | Unchanged |
| 32 | PGR | Progressive CORP | -0.1% | — | Unchanged |
| 33 | META | Meta Platforms Inc-class A | -0.1% | — | Unchanged |
| 34 | LPLA | Lpl Financial Holdings INC | -0.2% | — | Unchanged |
| 35 | AMZN | Amazon.com INC | -0.2% | — | Unchanged |
| 36 | DIS | Walt Disney Co/the | -0.2% | — | Unchanged |
| 37 | AXP | American Express Co | -0.2% | +0.40% | Add |
| 38 | SPGI | S&p Global INC | -0.2% | -21.90% | Trim |
| 39 | APO | Apollo Global Management INC | -0.2% | — | Unchanged |
| 40 | V | Visa Inc-class A Shares | -0.3% | +0.51% | Add |
| 41 | GOOG | Alphabet Inc-cl C | -0.3% | — | Unchanged |
| 42 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | — | Unchanged |
| 43 | BX | Blackstone INC | -0.3% | — | Unchanged |
| 44 | BN | Brookfield CORP | -0.4% | — | Unchanged |
| 45 | KKR | Kkr & Co INC | -0.4% | — | Unchanged |
| 46 | MSFT | Microsoft CORP | -0.4% | +0.36% | Add |
| 47 | SUNB | Sunbelt Rentals Holdings INC | — | NEW | New buy |
| 48 | TGT | Target CORP | — | EXIT | Sold out |
| 49 | CHH | Choice Hotels Intl INC | — | EXIT | Sold out |
| 50 | MELI | Mercadolibre INC | — | NEW | New buy |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-01 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-06 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-31 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-01 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-02 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-07 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-01 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-02 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-03 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-02 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-03 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-04 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-28 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-03 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-04 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-05 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-06-13 | Amendment | View on EDGAR |
| 2022-03-31 | 2022-04-29 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-06-13 | Amendment | View on EDGAR |
| 2021-12-31 | 2022-02-04 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-05 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-06 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-30 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-05 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-30 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-03 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-01 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-07 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-01 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-02 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-03 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-08 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-02 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-03 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-27 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-09 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-27 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-28 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-04-28 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-10 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-04 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-05 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-06 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-16 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-09 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-07 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-05-07 | Amendment | View on EDGAR |
| 2014-12-31 | 2015-02-09 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-12 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-08 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-13 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-11 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-12 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-08 | 13F-HR | View on EDGAR |
FAQ
What is Markel Group Inc. and what type of investor is it?
Markel Group Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $11.9B, spread across 205 disclosed positions.
What are Markel Group Inc.'s largest equity positions?
Based on the latest 13F filing, Markel Group Inc.'s top holdings by market value are:
1. Berkshire Hathaway Inc-cl A (BRK-A) — $800.0M (6.7%)
2. Alphabet Inc-cl C (GOOG) — $788.8M (6.6%)
3. Berkshire Hathaway Inc-cl B (BRK-B) — $734.1M (6.2%)
4. Brookfield CORP (BN) — $529.1M (4.4%)
5. Deere & Co (DE) — $494.5M (4.1%)
What changes did Markel Group Inc. make in its most recent portfolio filing?
In the latest reported quarter, Markel Group Inc. made 17 notable position adjustments: 2 new positions were initiated, 12 existing holdings were added to, 1 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Sunbelt Rentals Holdings INC (SUNB); Sold out: Target CORP (TGT); Sold out: Choice Hotels Intl INC (CHH); New buy: Mercadolibre INC (MELI); Add: Microsoft CORP (MSFT) — shares +0.36%
What sectors does Markel Group Inc. focus on?
Markel Group Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 38.4%
• Industrials: 16.3%
• Communication Services: 12.2%
• Consumer Discretionary: 11.7%
• Information Technology: 9.9%
• Consumer Staples: 4.2%
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