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Q2 2026 7/58 funds filed
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Markel Group — WSO

How Markel Group's position in Watsco Inc. changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarters held
3
First reported
Q4 2025
Latest value
$249,100,359
Latest weight
1.9%
Peak weight
1.9%
Shares since first
+3.5%

Position Trend

Shares, value, and weight from first report to latest report.

Markel Group first reported 577,669 shares in Q4 2025 and most recently reported 597,750 shares in Q2 2026. Portfolio weight peaked at 1.9% in Q2 2026; the low reported weight was 1.6% in Q4 2025.

Since the first report, shares are +3.5% and reported value is +28%. Latest move: ADD

Quarter Shares Value % of portfolio Change
Q2 2026 597,750 $249,100,359 1.9% ADD
Q1 2026 582,169 $211,787,262 1.77% ADD
Q4 2025 577,669 $194,645,571 1.55% NEW