Quarter snapshot

Markel Group

Quarter: Q3 2026
Filed: 2026-10-30
Portfolio value: $12,839,103,847
Positions: 145
Sources: 13F on EDGAR

history	Ticker	Change	% of portfolio	Shares / amount	Value
≡	BRO	SOLD	—	—	—
≡	XOM	SOLD	—	—	—
≡	VMC	Newly reported	0.0%	958	$234,356
≡	CPRT	Newly reported	0.0%	10,000	$272,800
≡	SITE	Newly reported	0.01%	7,956	$718,506
≡	XRN	Newly reported	0.01%	21,631	$751,894
≡	TOST	Newly reported	0.01%	27,000	$782,730
≡	XPEL	Newly reported	0.01%	20,872	$921,916
≡	VVV	Newly reported	0.01%	33,760	$1,017,526
≡	UFPI	+250%	0.01%	14,000	$1,081,080
≡	WTS	Newly reported	0.01%	3,377	$1,196,066
≡	XYL	Newly reported	0.01%	12,283	$1,243,899
≡	XPO	Newly reported	0.01%	8,674	$1,526,451
≡	WSC	Newly reported	0.01%	90,000	$1,546,200
≡	DPZ		0.01%	5,500	$1,647,855
≡	VGZ	Newly reported	0.01%	615,000	$1,666,650
≡	TYL	Newly reported	0.01%	5,400	$1,720,440
≡	SLAB	Newly reported	0.01%	8,292	$1,837,341
≡	Unmapped CUSIP	Newly reported	0.02%	117,690	$2,018,384
≡	ZBRA	Newly reported	0.02%	6,300	$2,351,853
≡	SYY		0.02%	30,500	$2,377,780
≡	EXP		0.02%	14,750	$2,522,545
≡	MGM		0.02%	87,500	$2,716,875
≡	AYI		0.02%	9,750	$3,020,648
≡	BC		0.03%	51,250	$3,292,300
≡	WY	+68%	0.03%	202,000	$3,848,100
≡	WRB		0.03%	60,750	$4,103,056
≡	ICE		0.03%	28,870	$4,389,107
≡	NFLX	+69%	0.04%	67,500	$4,696,650
≡	EMN		0.04%	74,950	$4,859,758
≡	GHC		0.05%	5,200	$5,900,284
≡	CMCSA	−64%	0.05%	288,334	$6,274,148
≡	CNI		0.05%	53,500	$6,361,150
≡	CP	+9%	0.05%	79,500	$6,765,450
≡	HII		0.06%	27,500	$7,344,425
≡	KMX		0.06%	136,500	$7,522,515
≡	SONY		0.06%	335,000	$7,882,550
≡	NSP		0.07%	181,336	$8,448,445
≡	OTIS	+9%	0.07%	145,620	$9,366,278
≡	UBER		0.08%	142,500	$9,762,675
≡	Unmapped CUSIP	Newly reported	0.08%	60,400	$9,830,100
≡	EFX		0.08%	72,850	$9,997,934
≡	ABNB	−70%	0.09%	73,355	$11,784,482
≡	HSY		0.09%	75,000	$11,820,750
≡	CBOE		0.09%	43,700	$12,030,174
≡	PEP		0.09%	96,210	$12,191,731
≡	BF.B		0.1%	474,187	$12,423,699
≡	IQV		0.1%	46,900	$12,609,065
≡	SPOT		0.1%	25,900	$12,623,142
≡	CME		0.1%	49,750	$13,033,505
≡	CARR	+2%	0.1%	240,000	$13,166,400
≡	PAYX		0.12%	150,000	$14,775,000
≡	SHOP		0.12%	102,750	$15,237,825
≡	NKE		0.12%	447,400	$15,837,960
≡	HXL		0.12%	189,000	$15,860,880
≡	WFC		0.13%	204,450	$16,366,223
≡	COF		0.14%	91,000	$17,569,370
≡	SEIC		0.14%	173,200	$17,780,712
≡	BNY		0.14%	124,500	$18,006,435
≡	AMAT		0.14%	36,350	$18,588,663
≡	YUM	−42%	0.15%	142,059	$19,368,324
≡	FIX		0.17%	13,000	$21,503,170
≡	EPD	+8%	0.17%	612,000	$21,793,320
≡	PM		0.17%	114,500	$21,848,891
≡	RNR		0.17%	70,000	$22,276,100
≡	BF.A		0.18%	843,000	$22,617,690
≡	CCK		0.18%	220,000	$23,190,200
≡	APD	+5%	0.2%	92,750	$25,805,833
≡	VRSK		0.2%	155,950	$26,176,208
≡	CSX	+2%	0.22%	597,500	$27,789,725
≡	LAMR		0.22%	193,000	$27,813,230
≡	ACN		0.23%	159,400	$29,229,178
≡	ZTS	+543%	0.23%	425,296	$29,698,420
≡	SHW		0.24%	94,172	$30,442,983
≡	COST	−14%	0.24%	33,748	$30,722,154
≡	URI		0.24%	31,150	$31,174,297
≡	TROW		0.25%	314,000	$32,671,701
≡	LMT		0.26%	65,213	$33,209,721
≡	ALL		0.27%	154,550	$34,288,463
≡	MAR	+0%	0.28%	99,750	$35,478,084
≡	HCA	+1%	0.28%	84,972	$36,260,952
≡	FDS		0.28%	135,376	$36,544,752
≡	AON		0.29%	135,800	$37,585,367
≡	CSCO		0.3%	355,500	$38,262,465
≡	FERG	+2%	0.32%	184,200	$41,006,604
≡	RTX		0.32%	224,000	$41,585,600
≡	MELI	+1%	0.33%	24,200	$41,830,427
≡	HGTY		0.33%	3,108,000	$41,833,680
≡	UNP	+3%	0.35%	166,028	$45,181,201
≡	TSN		0.36%	913,500	$46,159,155
≡	SPGI		0.36%	117,690	$46,425,174
≡	ROL	+4%	0.37%	1,581,025	$47,620,473
≡	TMO	+1%	0.39%	74,100	$50,021,207
≡	CG		0.41%	1,327,000	$52,628,820
≡	SBUX		0.46%	623,818	$58,613,939
≡	THG		0.47%	281,000	$60,167,720
≡	ITIC		0.47%	213,300	$60,342,570
≡	ROK		0.53%	154,900	$67,432,617
≡	SUNB	+1%	0.56%	983,207	$71,980,585
≡	ODFL		0.58%	429,150	$74,603,436

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