Quarter snapshot

Markel Group

Investigate this source set Full timeline →

Quarter: Q4 2025
Filed: 2026-02-06
Portfolio value: $12,544,358,274
Positions: 128
Sources: 13F on EDGAR

Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.

history	Ticker	Change	% of portfolio	Shares	Value
≡	TRU	NEW	0.0%	2,000	$171,500
≡	BRO	NEW	0.01%	11,000	$876,700
≡	SYY	NEW	0.02%	30,500	$2,247,545
≡	DPZ	NEW	0.02%	5,500	$2,292,510
≡	EXP	NEW	0.02%	14,750	$3,048,530
≡	MGM	NEW	0.03%	87,500	$3,192,875
≡	ICE	NEW	0.03%	20,870	$3,380,105
≡	AYI	NEW	0.03%	9,750	$3,510,390
≡	BC	NEW	0.03%	47,750	$3,544,960
≡	CP	NEW	0.03%	50,500	$3,718,315
≡	WRB	NEW	0.03%	60,750	$4,259,790
≡	CNI	NEW	0.04%	44,500	$4,398,825
≡	XOM	NEW	0.04%	38,000	$4,572,920
≡	EMN	NEW	0.04%	74,950	$4,784,059
≡	KMX	NEW	0.04%	136,500	$5,274,360
≡	GHC	NEW	0.05%	5,200	$5,712,720
≡	NSP	NEW	0.05%	152,873	$5,919,242
≡	SONY	NEW	0.07%	335,000	$8,576,000
≡	HII	NEW	0.07%	25,500	$8,671,785
≡	UNH	NEW	0.07%	26,500	$8,747,916
≡	AMAT	NEW	0.07%	34,100	$8,763,360
≡	SMG	NEW	0.08%	168,000	$9,802,801
≡	OTIS	NEW	0.08%	114,620	$10,012,059
≡	CBOE	NEW	0.08%	41,750	$10,479,250
≡	IQV	NEW	0.08%	46,900	$10,571,729
≡	CHH	NEW	0.09%	115,500	$11,002,530
≡	UBER	NEW	0.09%	140,000	$11,439,400
≡	FIX	NEW	0.1%	13,000	$12,132,770
≡	HSY	NEW	0.1%	67,500	$12,283,650
≡	BF.B	NEW	0.1%	474,187	$12,357,313
≡	CARR	NEW	0.1%	235,000	$12,417,400
≡	CME	NEW	0.1%	45,750	$12,493,410
≡	TGT	NEW	0.1%	133,000	$13,000,750
≡	PEP	NEW	0.11%	96,210	$13,808,059
≡	HXL	NEW	0.11%	189,000	$13,967,100
≡	BNY	NEW	0.11%	121,500	$14,104,935
≡	SEIC	NEW	0.11%	173,200	$14,205,864
≡	SPOT	NEW	0.12%	25,900	$15,040,389
≡	EFX	NEW	0.13%	72,850	$15,806,993
≡	CSX	NEW	0.13%	440,000	$15,950,000
≡	SHOP	NEW	0.13%	102,750	$16,539,668
≡	PAYX	NEW	0.13%	150,000	$16,827,000
≡	APD	NEW	0.14%	71,500	$17,661,930
≡	PM	NEW	0.15%	114,500	$18,365,800
≡	WFC	NEW	0.15%	204,450	$19,054,740
≡	RNR	NEW	0.16%	70,000	$19,681,200
≡	CCK	NEW	0.17%	212,000	$21,829,640
≡	COF	NEW	0.18%	91,000	$22,054,760
≡	BF.A	NEW	0.18%	843,000	$22,179,330
≡	LAMR	NEW	0.19%	185,000	$23,417,300
≡	URI	NEW	0.2%	31,150	$25,210,318
≡	CSCO	NEW	0.22%	355,500	$27,384,165
≡	MAR	NEW	0.22%	89,750	$27,844,040
≡	NKE	NEW	0.23%	447,400	$28,503,854
≡	CMCSA	NEW	0.23%	961,880	$28,750,593
≡	SHW	NEW	0.24%	94,172	$30,514,552
≡	LMT	NEW	0.25%	64,513	$31,203,003
≡	TROW	NEW	0.26%	314,000	$32,147,319
≡	ALL	NEW	0.26%	154,550	$32,169,583
≡	ABNB	NEW	0.26%	240,289	$32,612,022
≡	UNP	NEW	0.26%	141,278	$32,680,427
≡	COST	NEW	0.27%	39,150	$33,760,611
≡	YUM	NEW	0.27%	226,451	$34,257,507
≡	VRSK	NEW	0.28%	155,950	$34,884,456
≡	FDS	NEW	0.28%	121,873	$35,366,326
≡	TMO	NEW	0.29%	62,800	$36,389,461
≡	FERG	NEW	0.29%	163,500	$36,400,005
≡	HCA	NEW	0.3%	80,680	$37,666,266
≡	RTX	NEW	0.33%	224,000	$41,081,600
≡	HGTY	NEW	0.33%	3,108,000	$41,771,520
≡	ACN	NEW	0.34%	159,400	$42,767,020
≡	AON	NEW	0.38%	134,050	$47,303,564
≡	THG	NEW	0.41%	281,000	$51,358,370
≡	TSN	NEW	0.41%	884,500	$51,849,390
≡	SBUX	NEW	0.42%	623,818	$52,531,714
≡	ITIC	NEW	0.42%	213,300	$53,248,212
≡	ROK	NEW	0.48%	154,900	$60,266,943
≡	ODFL	NEW	0.53%	421,650	$66,114,720
≡	ECL	NEW	0.57%	274,300	$72,009,236
≡	CG	NEW	0.63%	1,327,000	$78,438,970
≡	SPGI	NEW	0.63%	150,690	$78,749,088
≡	NSC	NEW	0.63%	273,500	$78,964,920
≡	ITW	NEW	0.64%	327,500	$80,663,249
≡	JPM	NEW	0.65%	252,550	$81,376,661
≡	MSCI	NEW	0.65%	142,850	$81,957,331
≡	LIN	NEW	0.68%	200,100	$85,320,641
≡	ADM	NEW	0.69%	1,505,800	$86,568,442
≡	NVR	NEW	0.7%	12,007	$87,564,290
≡	ROL	NEW	0.71%	1,489,025	$89,371,282
≡	HEI.A	NEW	0.76%	379,644	$95,833,535
≡	MCO	NEW	0.87%	213,890	$109,265,707
≡	BAM	NEW	0.92%	2,193,953	$114,941,197
≡	DG	NEW	0.92%	869,250	$115,410,323
≡	DEO	NEW	0.94%	1,371,708	$118,337,249
≡	MA	NEW	0.94%	207,540	$118,480,436
≡	TXN	NEW	1.0%	724,000	$125,606,759
≡	JNJ	NEW	1.01%	610,800	$126,405,060
≡	GD	NEW	1.05%	391,000	$131,634,060
≡	SCHW	NEW	1.1%	1,375,800	$137,456,178
≡	MRSH	NEW	1.13%	761,750	$141,319,860
≡	FNV	NEW	1.13%	683,500	$141,675,880
≡	NVO	NEW	1.16%	2,869,774	$146,014,101
≡	APO	NEW	1.17%	1,012,500	$146,569,500
≡	RLI	NEW	1.22%	2,394,544	$153,202,926
≡	META	NEW	1.31%	248,303	$163,902,328
≡	PGR	NEW	1.37%	753,750	$171,643,949
≡	LOW	NEW	1.41%	734,480	$177,127,198
≡	GOOG	NEW	1.43%	572,000	$179,036,000
≡	AXP	NEW	1.44%	488,500	$180,720,576
≡	KKR	NEW	1.48%	1,451,800	$185,075,464
≡	CAT	NEW	1.5%	328,650	$188,273,727
≡	BX	NEW	1.51%	1,229,000	$189,438,060
≡	WSO	NEW	1.55%	577,669	$194,645,571
≡	LPLA	NEW	1.59%	559,951	$199,997,699
≡	DIS	NEW	1.84%	2,031,665	$231,142,527
≡	BLK	NEW	1.88%	220,200	$235,688,869
≡	MSFT	NEW	2.07%	535,680	$259,065,563
≡	ADI	NEW	2.21%	1,023,245	$277,504,044
≡	GS	NEW	2.52%	359,360	$315,877,440
≡	HD	NEW	2.52%	920,000	$316,572,001
≡	AAPL	NEW	2.66%	1,227,290	$333,651,061
≡	V	NEW	2.79%	999,285	$350,459,242
≡	DE	NEW	3.26%	877,900	$408,723,903
≡	AMZN	NEW	3.74%	2,030,760	$468,740,022
≡	BN	NEW	4.78%	13,073,609	$599,947,917
≡	BRK.B	NEW	6.14%	1,531,971	$770,045,226
≡	BRK.A	NEW	6.7%	1,114	$840,847,200
≡	GOOGL	NEW	6.88%	2,749,860	$862,906,068