Markel Group Inc. holds a diversified book of 130 stocks worth $13.1B as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Zoetis Inc and trimmed Analog Devices Inc. Their largest long position is Alphabet Inc-CL C at 7% of the equity book.
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
Other tracked managers holding the same core names as Markel Group Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $1.7T |
| FMR LLC | 80 / 80 | $552.8B |
| MORGAN STANLEY | 80 / 80 | $415.3B |
| JPMORGAN CHASE & CO | 80 / 80 | $379.3B |
| NORTHERN TRUST CORP | 80 / 80 | $238.0B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $177.6B |
| Bank of New York Mellon Corp | 80 / 80 | $160.5B |
| ROYAL BANK OF CANADA | 80 / 80 | $125.0B |
Ranked by how many of Markel Group Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL C | $971.6M | 2.75M | 7.4% | —Held | |
| 2 | Berkshire Hathaway Inc Del CL A | $834.2M | 1.1K | 6.4% | —Held | |
| 3 | Berkshire Hathaway Inc Del CL B NEW | $766.6M | 1.53M | 5.8% | —Held | |
| 4 | Deere & Co COM | $556.9M | 877.9K | 4.2% | —Held | |
| 5 | Brookfield Corp CL A LTD VT SH | $556.8M | 13.07M | 4.2% | —Held | |
| 6 | Amazon Com Inc COM | $484.0M | 2.03M | 3.7% | —Held | |
| 7 | Analog Devices Inc COM | $397.0M | 999.7K | 3.0% | ▼−2.3% Reduced · −24K sh | |
| 8 | Goldman Sachs Group Inc COM | $363.4M | 359.4K | 2.8% | —Held | |
| 9 | Apple Inc COM | $355.1M | 1.23M | 2.7% | —Held | |
| 10 | Caterpillar Inc COM | $350.0M | 328.6K | 2.7% | —Held | |
| 11 | Visa Inc COM CL A | $347.9M | 1.01M | 2.6% | ▲+0.9% Added · +10K sh | |
| 12 | Home Depot Inc COM | $325.3M | 922.5K | 2.5% | ▲+0.3% Added · +3K sh | |
| 13 | Watsco Inc COM | $249.1M | 597.8K | 1.9% | ▲+2.7% Added · +16K sh | |
| 14 | Texas Instrs Inc COM | $215.8M | 724.0K | 1.6% | —Held | |
| 15 | BlackRock Inc COM | $211.7M | 220.2K | 1.6% | —Held | |
| 16 | Alphabet Inc CAP STK CL A | $204.4M | 572.0K | 1.6% | —Held | |
| 17 | Microsoft Corp COM | $200.5M | 537.6K | 1.5% | —Held | |
| 18 | Disney Walt Co COM | $195.5M | 2.03M | 1.5% | —Held | |
| 19 | American Express Co COM | $165.9M | 490.4K | 1.3% | —Held | |
| 20 | Lowes Cos Inc COM | $165.8M | 752.0K | 1.3% | ▲+1.8% Added · +14K sh | |
| 21 | Progressive Corp COM | $164.7M | 753.8K | 1.3% | —Held | |
| 22 | Franco Nev Corp COM | $161.2M | 773.5K | 1.2% | ▲+9.2% Added · +65K sh | |
| 23 | LPL Finl Hldgs Inc COM | $157.7M | 560.0K | 1.2% | —Held | |
| 24 | Johnson & Johnson COM | $155.1M | 610.8K | 1.2% | —Held | |
| 25 | Blackstone Inc COM | $144.6M | 1.23M | 1.1% | —Held | |
| 26 | Rli Corp COM | $141.4M | 2.39M | 1.1% | —Held | |
| 27 | General Dynamics Corp COM | $138.5M | 391.0K | 1.1% | —Held | |
| 28 | Novo-Nordisk A S ADR | $137.6M | 2.87M | 1.0% | —Held | |
| 29 | KKR & Co Inc COM | $133.2M | 1.45M | 1.0% | —Held | |
| 30 | Meta Platforms Inc CL A | $131.9M | 234.2K | 1.0% | ▼−5.7% Reduced · −14K sh | |
| 31 | Schwab Charles Corp COM | $128.7M | 1.39M | 1.0% | ▲+0.8% Added · +11K sh | |
| 32 | Marsh & McLennan Cos Inc COM | $127.3M | 763.5K | 1.0% | —Held | |
| 33 | Apollo Global Mgmt Inc COM | $119.8M | 1.01M | 0.9% | —Held | |
| 34 | Archer Daniels Midland Co COM | $115.0M | 1.51M | 0.9% | —Held | |
| 35 | Linde PLC SHS | $111.9M | 215.6K | 0.9% | ▲+5.4% Added · +11K sh | |
| 36 | Diageo PLC SPON ADR NEW | $110.3M | 1.37M | 0.8% | —Held | |
| 37 | Mastercard Incorporated CL A | $106.6M | 207.5K | 0.8% | —Held | |
| 38 | Dollar Gen Corp COM | $100.1M | 869.3K | 0.8% | —Held | |
| 39 | Brookfield Asset Managmt Ltd CL A LMT VTG SHS | $98.4M | 2.19M | 0.7% | —Held | |
| 40 | Heico Corp New CL A | $97.9M | 379.6K | 0.7% | —Held | |
| 41 | Moodys Corp COM | $96.9M | 213.9K | 0.7% | —Held | |
| 42 | Old Dominion Freight Line In COM | $93.0M | 429.1K | 0.7% | —Held | |
| 43 | Norfolk Southn Corp COM | $88.9M | 282.5K | 0.7% | —Held | |
| 44 | Illinois Tool WKS Inc COM | $88.6M | 327.5K | 0.7% | —Held | |
| 45 | JPMorgan Chase & Co COM | $82.7M | 252.6K | 0.6% | —Held | |
| 46 | NVR Inc COM | $82.4M | 12.1K | 0.6% | ▲+0.1% Added · +10 sh | |
| 47 | Msci Inc COM | $80.0M | 142.8K | 0.6% | —Held | |
| 48 | Rockwell Automation Inc COM | $76.7M | 154.9K | 0.6% | —Held | |
| 49 | Ecolab Inc COM | $76.4M | 274.3K | 0.6% | —Held | |
| 50 | Sunbelt Rentals Holdings Inc SHS | $72.9M | 974.4K | 0.6% | ▲+1.1% Added · +11K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 205 | $13.1B | 13F-HR |
| 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 |
CEO of Markel Group. Long-term value investor.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.