Markel Group Inc. holds a diversified book of 129 stocks worth $11.9B as of Q1 2026 (disclosed May 1, 2026, a ~45-day 13F lag). This quarter they opened Sunbelt Rentals Holdings Inc and trimmed S&P Global Inc. Their largest long position is Berkshire Hathaway Inc-CL A at 7% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1096343/holdings"
Use Arkolith to show MARKEL GROUP INC.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL A | $800.0M | 1.1K | 6.7% | —Held | |
| 2 | Alphabet Inc CAP STK CL C | $788.8M | 2.75M | 6.6% | —Held | |
| 3 | Berkshire Hathaway Inc Del CL B NEW | $734.1M | 1.53M | 6.1% | —Held | |
| 4 | Brookfield Corp CL A LTD VT SH | $529.1M | 13.07M | 4.4% | —Held | |
| 5 | Deere & Co COM | $494.5M | 877.9K | 4.1% | —Held | |
| 6 | Amazon Com Inc COM | $422.9M | 2.03M | 3.5% | —Held | |
| 7 | Analog Devices Inc COM | $325.5M | 1.02M | 2.7% | —Held | |
| 8 | Apple Inc COM | $311.5M | 1.23M | 2.6% | —Held | |
| 9 | Goldman Sachs Group Inc COM | $304.0M | 359.4K | 2.5% | —Held | |
| 10 | Visa Inc COM CL A | $303.5M | 1.00M | 2.5% | ▲+0.5% Added · +5K sh | |
| 11 | Home Depot Inc COM | $302.6M | 920.0K | 2.5% | —Held | |
| 12 | Caterpillar Inc COM | $232.8M | 328.6K | 2.0% | —Held | |
| 13 | Watsco Inc COM | $211.8M | 582.2K | 1.8% | ▲+0.8% Added · +5K sh | |
| 14 | BlackRock Inc COM | $211.8M | 220.2K | 1.8% | —Held | |
| 15 | Microsoft Corp COM | $199.0M | 537.6K | 1.7% | ▲+0.4% Added · +2K sh | |
| 16 | Disney Walt Co COM | $195.8M | 2.03M | 1.6% | —Held | |
| 17 | Franco Nev Corp COM | $175.0M | 708.5K | 1.5% | ▲+3.6% Added · +25K sh | |
| 18 | Lowes Cos Inc COM | $174.5M | 738.5K | 1.5% | ▲+0.5% Added · +4K sh | |
| 19 | LPL Finl Hldgs Inc COM | $168.5M | 560.0K | 1.4% | —Held | |
| 20 | Alphabet Inc CAP STK CL A | $164.5M | 572.0K | 1.4% | —Held | |
| 21 | Progressive Corp COM | $149.4M | 753.8K | 1.3% | —Held | |
| 22 | Johnson & Johnson COM | $149.3M | 610.8K | 1.3% | —Held | |
| 23 | American Express Co COM | $148.4M | 490.4K | 1.2% | ▲+0.4% Added · +2K sh | |
| 24 | Meta Platforms Inc CL A | $142.1M | 248.3K | 1.2% | —Held | |
| 25 | Blackstone Inc COM | $141.3M | 1.23M | 1.2% | —Held | |
| 26 | Texas Instrs Inc COM | $140.6M | 724.0K | 1.2% | —Held | |
| 27 | Rli Corp COM | $136.6M | 2.39M | 1.1% | —Held | |
| 28 | KKR & Co Inc COM | $134.3M | 1.45M | 1.1% | —Held | |
| 29 | General Dynamics Corp COM | $134.2M | 391.0K | 1.1% | —Held | |
| 30 | Marsh & McLennan Cos Inc COM | $132.4M | 763.5K | 1.1% | ▲+0.2% Added · +2K sh | |
| 31 | Schwab Charles Corp COM | $130.0M | 1.38M | 1.1% | ▲+0.6% Added · +8K sh | |
| 32 | Apollo Global Mgmt Inc COM | $112.8M | 1.01M | 0.9% | —Held | |
| 33 | Archer Daniels Midland Co COM | $109.5M | 1.51M | 0.9% | —Held | |
| 34 | Novo-Nordisk A S ADR | $105.5M | 2.87M | 0.9% | —Held | |
| 35 | Mastercard Incorporated CL A | $103.7M | 207.5K | 0.9% | —Held | |
| 36 | Dollar Gen Corp New COM | $103.2M | 869.3K | 0.9% | —Held | |
| 37 | Diageo PLC SPON ADR NEW | $102.2M | 1.37M | 0.9% | ▲~0% Added · +500 sh | |
| 38 | Linde PLC SHS | $101.4M | 204.6K | 0.8% | ▲+2.2% Added · +5K sh | |
| 39 | Brookfield Asset Managmt Ltd CL A LMT VTG SHS | $97.5M | 2.19M | 0.8% | —Held | |
| 40 | Moodys Corp COM | $93.3M | 213.9K | 0.8% | —Held | |
| 41 | Illinois Tool WKS Inc COM | $85.2M | 327.5K | 0.7% | —Held | |
| 42 | Old Dominion Freight Line In COM | $83.9M | 429.1K | 0.7% | ▲+1.8% Added · +8K sh | |
| 43 | Norfolk Southn Corp COM | $81.1M | 282.5K | 0.7% | ▲+3.3% Added · +9K sh | |
| 44 | Heico Corp New CL A | $80.1M | 379.6K | 0.7% | —Held | |
| 45 | Rollins Inc COM | $80.0M | 1.50M | 0.7% | ▲+0.6% Added · +9K sh | |
| 46 | NVR Inc COM | $79.7M | 12.1K | 0.7% | ▲+0.7% Added · +80 sh | |
| 47 | Msci Inc COM | $77.0M | 142.8K | 0.6% | —Held | |
| 48 | JPMorgan Chase & Co. COM | $74.3M | 252.6K | 0.6% | —Held | |
| 49 | Ecolab Inc COM | $73.0M | 274.3K | 0.6% | —Held | |
| 50 | Carlyle Group Inc COM | $64.2M | 1.33M | 0.5% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 205 | $11.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 205 | $12.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 208 | $12.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 1, 2025 | 218 | $11.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 217 | $11.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 214 | $11.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 216 | $11.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 2, 2024 | 222 | $10.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 3, 2024 | 219 | $10.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 2, 2024 | 216 | $9.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 3, 2023 | 226 | $8.3B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 4, 2023 | 226 | $8.4B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 28, 2023 | 226 | $7.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 3, 2023 | 231 | $7.5B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 4, 2022 | 211 | $6.8B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 5, 2022 | 212 | $7.0B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Jun 13, 2022 | 206 | $8.4B | 13F-HR/A |
| Q4 2021 | Dec 31, 2021 | Jun 13, 2022 | 202 | $8.7B | 13F-HR/A |
| Q3 2021 | Sep 30, 2021 | Nov 5, 2021 | 210 | $7.9B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 6, 2021 | 212 | $7.9B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 30, 2021 | 205 | $7.2B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 5, 2021 | 203 | $6.7B | 13F-HR |
CEO of Markel Group. Long-term value investor.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.