Sponsored

The Analysis of MARKEL GROUP INC.'s Holdings & P&L

Currently, MARKEL GROUP INC. holds 130 types of securities in its portfolio with a total value $12.8B. In the most recent quarter, they have increased their positions in HGTY (+76.3M shares, valued at $832.9M), N/A (+963.4K shares, valued at $62.7M), MELI (+5.5K shares, valued at $9.4M); decreased their positions in SPGI (-33.0K shares, valued at $14.0M), UNH (-7.8K shares, valued at $2.1M); initiated new positions in N/A (+963.4K shares, valued at $62.7M), MELI (+5.5K shares, valued at $9.4M), EPD (+202.0K shares, valued at $7.6M).

1M P&L

+435.0M+4.15%

3M P&L

+687.6M+6.72%

HY P&L

+180.2M+1.68%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Insurance - Property & Casualty1.3B

12.7%

2N/A915.3M

9.2%

3Farm & Heavy Construction Machinery727.4M

7.3%

Top Industries by Stock Count

1Insurance - Property & Casualty7 stocks

6.1%

2Financial Data & Stock Exchanges7 stocks

6.1%

3Specialty Chemicals4 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

HGTY 79.4M shares2454.06%2026-04-132026-04-15

BRK.A BERKSHIRE HATHAWAY INC DEL1.1K shares0.00%2026-03-312026-05-01

ALPHABET INC ALPHABET INC2.7M shares0.00%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5M shares0.00%2026-03-312026-05-01

BN BROOKFIELD CORP13.1M shares0.00%2026-03-312026-05-01

DE DEERE & CO877.9K shares0.00%2026-03-312026-05-01

AMZN AMAZON COM INC2.0M shares0.00%2026-03-312026-05-01

ADI ANALOG DEVICES INC1.0M shares0.00%2026-03-312026-05-01

Sponsored

AAPL APPLE INC1.2M shares0.00%2026-03-312026-05-01

GS GOLDMAN SACHS GROUP INC359.4K shares0.00%2026-03-312026-05-01

V VISA INC1.0M shares0.50%2026-03-312026-05-01

HD HOME DEPOT INC920.0K shares0.00%2026-03-312026-05-01

CAT CATERPILLAR INC328.6K shares0.00%2026-03-312026-05-01

WSO WATSCO INC582.2K shares0.78%2026-03-312026-05-01

BLACKROCK INC BLACKROCK INC220.2K shares0.00%2026-03-312026-05-01

MSFT MICROSOFT CORP537.6K shares0.36%2026-03-312026-05-01

Sponsored

DIS DISNEY WALT CO2.0M shares0.00%2026-03-312026-05-01

FNV FRANCO NEV CORP708.5K shares3.66%2026-03-312026-05-01

LOW LOWES COS INC738.5K shares0.54%2026-03-312026-05-01

LPLA LPL FINL HLDGS INC560.0K shares0.00%2026-03-312026-05-01

ALPHABET INC ALPHABET INC572.0K shares0.00%2026-03-312026-05-01

PGR PROGRESSIVE CORP753.8K shares0.00%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON610.8K shares0.00%2026-03-312026-05-01

AXP AMERICAN EXPRESS CO490.4K shares0.40%2026-03-312026-05-01

Sponsored

META META PLATFORMS INC248.3K shares0.00%2026-03-312026-05-01

BLACKSTONE INC BLACKSTONE INC1.2M shares0.00%2026-03-312026-05-01

TXN TEXAS INSTRS INC724.0K shares0.00%2026-03-312026-05-01

RLI RLI CORP2.4M shares0.00%2026-03-312026-05-01

KKR & CO INC KKR & CO INC1.5M shares0.00%2026-03-312026-05-01

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP391.0K shares0.00%2026-03-312026-05-01

MMC MARSH & MCLENNAN COS INC763.5K shares0.23%2026-03-312026-05-01

SCHW SCHWAB CHARLES CORP1.4M shares0.58%2026-03-312026-05-01

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC1.0M shares0.00%2026-03-312026-05-01

ADM ARCHER DANIELS MIDLAND CO1.5M shares0.00%2026-03-312026-05-01

NVO NOVO-NORDISK A S2.9M shares0.00%2026-03-312026-05-01

MA MASTERCARD INCORPORATED207.5K shares0.00%2026-03-312026-05-01

DG DOLLAR GEN CORP NEW869.3K shares0.00%2026-03-312026-05-01

DEO DIAGEO PLC1.4M shares0.04%2026-03-312026-05-01

LINDE PLC LINDE PLC204.6K shares2.25%2026-03-312026-05-01

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD2.2M shares0.00%2026-03-312026-05-01

Sponsored

MCO MOODYS CORP213.9K shares0.00%2026-03-312026-05-01

ITW ILLINOIS TOOL WKS INC327.5K shares0.00%2026-03-312026-05-01

ODFL OLD DOMINION FREIGHT LINE IN429.1K shares1.78%2026-03-312026-05-01

NSC NORFOLK SOUTHN CORP282.5K shares3.29%2026-03-312026-05-01

HEI.A HEICO CORP NEW379.6K shares0.00%2026-03-312026-05-01

ROL ROLLINS INC1.5M shares0.60%2026-03-312026-05-01

NVR NVR INC12.1K shares0.67%2026-03-312026-05-01

MSCI MSCI INC142.8K shares0.00%2026-03-312026-05-01

Sponsored

JPM JPMORGAN CHASE & CO.252.6K shares0.00%2026-03-312026-05-01

ECL ECOLAB INC274.3K shares0.00%2026-03-312026-05-01

CG CARLYLE GROUP INC1.3M shares0.00%2026-03-312026-05-01

SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC963.4K sharesnew addition2026-03-312026-05-01

TSN TYSON FOODS INC889.5K shares0.57%2026-03-312026-05-01

SBUX STARBUCKS CORP623.8K shares0.00%2026-03-312026-05-01

ROK ROCKWELL AUTOMATION INC154.9K shares0.00%2026-03-312026-05-01

SPGI S&P GLOBAL INC117.7K shares-21.90%2026-03-312026-05-01

Sponsored

THG HANOVER INS GROUP INC281.0K shares0.00%2026-03-312026-05-01

ITIC INVESTORS TITLE CO NC213.3K shares0.00%2026-03-312026-05-01

AON PLC AON PLC135.8K shares1.31%2026-03-312026-05-01

RTX RTX CORPORATION224.0K shares0.00%2026-03-312026-05-01

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC170.7K shares4.40%2026-03-312026-05-01

LMT LOCKHEED MARTIN CORP65.2K shares1.09%2026-03-312026-05-01

COST COSTCO WHSL CORP NEW39.1K shares0.00%2026-03-312026-05-01

HCA HCA HEALTHCARE INC82.4K shares2.17%2026-03-312026-05-01

Sponsored

YUM YUM BRANDS INC245.2K shares8.29%2026-03-312026-05-01

UNP UNION PAC CORP150.3K shares6.37%2026-03-312026-05-01

TMO THERMO FISHER SCIENTIFIC INC67.1K shares6.85%2026-03-312026-05-01

HGTY HAGERTY INC3.1M shares0.00%2026-03-312026-05-01

ALL ALLSTATE CORP154.6K shares0.00%2026-03-312026-05-01

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND159.4K shares0.00%2026-03-312026-05-01

MAR MARRIOTT INTL INC NEW93.8K shares4.46%2026-03-312026-05-01

ABNB AIRBNB INC242.4K shares0.87%2026-03-312026-05-01

Sponsored

SHW SHERWIN WILLIAMS CO94.2K shares0.00%2026-03-312026-05-01

VRSK VERISK ANALYTICS INC155.9K shares0.00%2026-03-312026-05-01

FDS FACTSET RESH SYS INC135.4K shares11.08%2026-03-312026-05-01

TROW PRICE T ROWE GROUP INC314.0K shares0.00%2026-03-312026-05-01

CMCSA COMCAST CORP NEW961.9K shares0.00%2026-03-312026-05-01

CSCO CISCO SYS INC355.5K shares0.00%2026-03-312026-05-01

LAMR LAMAR ADVERTISING CO NEW193.0K shares4.32%2026-03-312026-05-01

NKE NIKE INC447.4K shares0.00%2026-03-312026-05-01

Sponsored

URI UNITED RENTALS INC31.1K shares0.00%2026-03-312026-05-01

BF.A BROWN FORMAN CORP843.0K shares0.00%2026-03-312026-05-01

CCK CROWN HLDGS INC220.0K shares3.77%2026-03-312026-05-01

APD AIR PRODS & CHEMS INC75.5K shares5.59%2026-03-312026-05-01

CSX CSX CORP530.0K shares20.45%2026-03-312026-05-01

RNR RENAISSANCERE HLDGS LTD70.0K shares0.00%2026-03-312026-05-01

PM PHILIP MORRIS INTL INC114.5K shares0.00%2026-03-312026-05-01

FIX COMFORT SYS USA INC13.0K shares0.00%2026-03-312026-05-01

Sponsored

COF CAPITAL ONE FINL CORP91.0K shares0.00%2026-03-312026-05-01

WFC WELLS FARGO CO NEW204.4K shares0.00%2026-03-312026-05-01

HSY HERSHEY CO75.0K shares11.11%2026-03-312026-05-01

HXL HEXCEL CORP NEW189.0K shares0.00%2026-03-312026-05-01

PEP PEPSICO INC96.2K shares0.00%2026-03-312026-05-01

BK BANK NEW YORK MELLON CORP124.5K shares2.47%2026-03-312026-05-01

CME CME GROUP INC49.8K shares8.74%2026-03-312026-05-01

PAYX PAYCHEX INC150.0K shares0.00%2026-03-312026-05-01

Sponsored

SEIC SEI INVTS CO173.2K shares0.00%2026-03-312026-05-01

CARR CARRIER GLOBAL CORPORATION235.0K shares0.00%2026-03-312026-05-01

EFX EQUIFAX INC72.8K shares0.00%2026-03-312026-05-01

SPOT SPOTIFY TECHNOLOGY S A25.9K shares0.00%2026-03-312026-05-01

BF.B BROWN FORMAN CORP474.2K shares0.00%2026-03-312026-05-01

AMAT APPLIED MATLS INC36.4K shares6.60%2026-03-312026-05-01

CBOE CBOE GLOBAL MKTS INC43.7K shares4.67%2026-03-312026-05-01

SHOP SHOPIFY INC102.8K shares0.00%2026-03-312026-05-01

Sponsored

HII HUNTINGTON INGALLS INDS INC27.5K shares7.84%2026-03-312026-05-01

UBER UBER TECHNOLOGIES INC142.5K shares1.79%2026-03-312026-05-01

SMG SCOTTS MIRACLE-GRO CO168.0K shares0.00%2026-03-312026-05-01

MELI MERCADOLIBRE INC5.5K sharesnew addition2026-03-312026-05-01

OTIS OTIS WORLDWIDE CORP114.6K shares0.00%2026-03-312026-05-01

IQV IQVIA HLDGS INC46.9K shares0.00%2026-03-312026-05-01

XOM EXXON MOBIL CORP47.0K shares23.68%2026-03-312026-05-01

EPD ENTERPRISE PRODS PARTNERS L202.0K sharesnew addition2026-03-312026-05-01

Sponsored

SONY SONY GROUP CORP335.0K shares0.00%2026-03-312026-05-01

EMN EASTMAN CHEM CO75.0K shares0.00%2026-03-312026-05-01

KMX CARMAX INC136.5K shares0.00%2026-03-312026-05-01

CNI CANADIAN NATL RY CO53.5K shares20.22%2026-03-312026-05-01

GHC GRAHAM HLDGS CO5.2K shares0.00%2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC18.7K shares-29.43%2026-03-312026-05-01

NSP INSPERITY INC181.3K shares18.62%2026-03-312026-05-01

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY59.5K shares17.82%2026-03-312026-05-01

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN28.9K shares38.33%2026-03-312026-05-01

WRB BERKLEY W R CORP60.8K shares0.00%2026-03-312026-05-01

BC BRUNSWICK CORP51.3K shares7.33%2026-03-312026-05-01

MGM MGM RESORTS INTERNATIONAL87.5K shares0.00%2026-03-312026-05-01

EXP EAGLE MATLS INC14.8K shares0.00%2026-03-312026-05-01

AYI ACUITY INC9.8K shares0.00%2026-03-312026-05-01

SYY SYSCO CORP30.5K shares0.00%2026-03-312026-05-01

DPZ DOMINOS PIZZA INC5.5K shares0.00%2026-03-312026-05-01

Sponsored

BRO BROWN & BROWN INC14.0K shares27.27%2026-03-312026-05-01

WY WEYERHAEUSER CO MTN BE17.5K sharesnew addition2026-03-312026-05-01

HGTY

2454.06%

Shares79.4M

Event2026-04-13

Filed2026-04-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

0.00%

Shares2.7M

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.5M

Event2026-03-31

Filed2026-05-01

BROOKFIELD CORP

0.00%

Shares13.1M

Event2026-03-31

Filed2026-05-01

DEERE & CO

0.00%

Shares877.9K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

0.00%

Shares2.0M

Event2026-03-31

Filed2026-05-01

ADI

ANALOG DEVICES INC

0.00%

Shares1.0M

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

0.00%

Shares1.2M

Event2026-03-31

Filed2026-05-01

GOLDMAN SACHS GROUP INC

0.00%

Shares359.4K

Event2026-03-31

Filed2026-05-01

VISA INC

0.50%

Shares1.0M

Event2026-03-31

Filed2026-05-01

HOME DEPOT INC

0.00%

Shares920.0K

Event2026-03-31

Filed2026-05-01

CAT

CATERPILLAR INC

0.00%

Shares328.6K

Event2026-03-31

Filed2026-05-01

WSO

WATSCO INC

0.78%

Shares582.2K

Event2026-03-31

Filed2026-05-01

BLACKROCK INC

0.00%

Shares220.2K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

0.36%

Shares537.6K

Event2026-03-31

Filed2026-05-01

DIS

DISNEY WALT CO

0.00%

Shares2.0M

Event2026-03-31

Filed2026-05-01

FNV

FRANCO NEV CORP

3.66%

Shares708.5K

Event2026-03-31

Filed2026-05-01

LOW

LOWES COS INC

0.54%

Shares738.5K

Event2026-03-31

Filed2026-05-01

LPLA

LPL FINL HLDGS INC

0.00%

Shares560.0K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

0.00%

Shares572.0K

Event2026-03-31

Filed2026-05-01

PGR

PROGRESSIVE CORP

0.00%

Shares753.8K

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

0.00%

Shares610.8K

Event2026-03-31

Filed2026-05-01

AXP

AMERICAN EXPRESS CO

0.40%

Shares490.4K

Event2026-03-31

Filed2026-05-01