Quarter snapshot

Markel Group

Quarter: Q1 2026
Filed: 2026-05-01
Portfolio value: $11,938,885,174
Positions: 129
Sources: 13F on EDGAR

history	Ticker	Change	% of portfolio	Shares / amount	Value
≡	TRU	SOLD	—	—	—
≡	CHH	SOLD	—	—	—
≡	TGT	SOLD	—	—	—
≡	WY	Newly reported	0.0%	17,500	$427,525
≡	BRO	+27%	0.01%	14,000	$912,940
≡	DPZ		0.02%	5,500	$1,973,345
≡	SYY		0.02%	30,500	$2,175,565
≡	AYI		0.02%	9,750	$2,732,145
≡	EXP		0.02%	14,750	$2,794,388
≡	MGM		0.03%	87,500	$3,238,375
≡	BC	+7%	0.03%	51,250	$3,728,950
≡	WRB		0.03%	60,750	$4,026,510
≡	ICE	+38%	0.04%	28,870	$4,540,674
≡	CP	+18%	0.04%	59,500	$4,680,270
≡	NSP	+19%	0.04%	181,336	$4,903,326
≡	UNH	−29%	0.04%	18,700	$5,060,034
≡	GHC		0.05%	5,200	$5,497,752
≡	CNI	+20%	0.05%	53,500	$5,498,195
≡	KMX		0.05%	136,500	$5,675,670
≡	EMN		0.05%	74,950	$5,720,184
≡	SONY		0.06%	335,000	$6,934,500
≡	EPD	Newly reported	0.06%	202,000	$7,643,680
≡	XOM	+24%	0.07%	47,000	$7,974,020
≡	IQV		0.07%	46,900	$7,998,326
≡	OTIS		0.07%	114,620	$8,834,910
≡	MELI	Newly reported	0.08%	5,450	$9,423,159
≡	SMG		0.09%	168,000	$10,216,081
≡	UBER	+2%	0.09%	142,500	$10,250,025
≡	HII	+8%	0.09%	27,500	$10,447,250
≡	SHOP		0.1%	102,750	$12,188,205
≡	CBOE	+5%	0.1%	43,700	$12,282,760
≡	AMAT	+7%	0.1%	36,350	$12,424,067
≡	BF.B		0.11%	474,187	$12,537,504
≡	SPOT		0.11%	25,900	$12,559,169
≡	EFX		0.11%	72,850	$13,118,100
≡	CARR		0.11%	235,000	$13,232,850
≡	SEIC		0.11%	173,200	$13,591,004
≡	PAYX		0.12%	150,000	$13,818,000
≡	CME	+9%	0.12%	49,750	$14,693,663
≡	BNY	+3%	0.12%	124,500	$14,769,435
≡	PEP		0.13%	96,210	$14,940,451
≡	HXL		0.13%	189,000	$15,295,770
≡	HSY	+11%	0.13%	75,000	$15,591,750
≡	WFC		0.14%	204,450	$16,276,265
≡	COF		0.14%	91,000	$16,601,130
≡	FIX		0.15%	13,000	$17,926,870
≡	PM		0.16%	114,500	$18,931,431
≡	RNR		0.17%	70,000	$20,806,100
≡	CSX	+21%	0.18%	530,000	$21,756,500
≡	APD	+6%	0.18%	75,500	$21,931,995
≡	CCK	+4%	0.18%	220,000	$22,055,000
≡	BF.A		0.19%	843,000	$22,583,969
≡	URI		0.19%	31,150	$22,694,644
≡	NKE		0.2%	447,400	$23,631,668
≡	LAMR	+4%	0.2%	193,000	$24,445,380
≡	CSCO		0.23%	355,500	$27,583,245
≡	CMCSA		0.23%	961,880	$27,615,574
≡	TROW		0.24%	314,000	$28,303,960
≡	FDS	+11%	0.25%	135,376	$29,375,238
≡	VRSK		0.25%	155,950	$29,591,513
≡	SHW		0.25%	94,172	$30,186,834
≡	ABNB	+1%	0.26%	242,389	$30,608,884
≡	MAR	+5%	0.26%	93,750	$30,662,813
≡	ACN		0.26%	159,400	$31,607,425
≡	ALL		0.27%	154,550	$32,044,397
≡	HGTY		0.27%	3,108,000	$32,727,240
≡	TMO	+7%	0.28%	67,100	$32,981,664
≡	UNP	+6%	0.31%	150,278	$36,460,448
≡	YUM	+8%	0.32%	245,213	$38,125,718
≡	HCA	+2%	0.33%	82,430	$39,009,174
≡	COST		0.33%	39,150	$39,010,235
≡	LMT	+1%	0.33%	65,213	$39,414,086
≡	FERG	+4%	0.33%	170,700	$39,817,482
≡	RTX		0.36%	224,000	$43,209,600
≡	AON	+1%	0.37%	135,800	$43,833,524
≡	ITIC		0.39%	213,300	$46,358,621
≡	THG		0.41%	281,000	$48,711,350
≡	SPGI	−22%	0.42%	117,690	$50,058,265
≡	ROK		0.47%	154,900	$55,590,512
≡	SBUX		0.47%	623,818	$55,887,855
≡	TSN	+1%	0.48%	889,500	$56,990,265
≡	SUNB	Newly reported	0.53%	963,361	$62,705,167
≡	CG		0.54%	1,327,000	$64,213,530
≡	ECL		0.61%	274,300	$72,969,286
≡	JPM		0.62%	252,550	$74,290,108
≡	MSCI		0.64%	142,850	$76,997,578
≡	NVR	+1%	0.67%	12,087	$79,651,275
≡	ROL	+1%	0.67%	1,498,025	$80,009,516
≡	HEI.A		0.67%	379,644	$80,139,052
≡	NSC	+3%	0.68%	282,500	$81,077,500
≡	ODFL	+2%	0.7%	429,150	$83,855,910
≡	ITW		0.71%	327,500	$85,244,976
≡	MCO		0.78%	213,890	$93,309,514
≡	BAM		0.82%	2,193,953	$97,521,212
≡	LIN	+2%	0.85%	204,600	$101,432,496
≡	DEO	+0%	0.86%	1,372,208	$102,160,886
≡	DG		0.86%	869,250	$103,206,052
≡	MA		0.87%	207,540	$103,699,436
≡	NVO		0.88%	2,869,774	$105,464,196
≡	ADM		0.92%	1,505,800	$109,456,602

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