Sponsored

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

Currently, MARKEL GROUP INC. holds 129 types of securities in its portfolio with a total value $13.4B. In the most recent quarter, they have increased their positions in HGTY (+76.3M shares, valued at $832.9M), BN (+4.4M shares, valued at $200.0M), NVO (+501.1K shares, valued at $25.5M); decreased their positions in ADI (-144.4K shares, valued at $39.2M), META (-32.0K shares, valued at $21.1M), TRU (-99.0K shares, valued at $8.5M); initiated new positions in BRO (+11.0K shares, valued at $876.7K).

1M P&L

+552.8M+5.59%

3M P&L

-224.2M-2.10%

HY P&L

+394.9M+3.93%

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/A971.2M

9.4%

3Asset Management724.7M

7.0%

Top Industries by Stock Count

1Financial Data & Stock Exchanges8 stocks

7.0%

2Insurance - Property & Casualty7 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

ALPHABET INC ALPHABET INC2.7M shares0.00%2025-12-312026-02-06

BRK.A BERKSHIRE HATHAWAY INC DEL1.1K shares0.00%2025-12-312026-02-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5M shares0.00%2025-12-312026-02-06

BN BROOKFIELD CORP13.1M shares50.00%2025-12-312026-02-06

AMZN AMAZON COM INC2.0M shares0.00%2025-12-312026-02-06

DE DEERE & CO877.9K shares0.00%2025-12-312026-02-06

V VISA INC999.3K shares0.00%2025-12-312026-02-06

Sponsored

AAPL APPLE INC1.2M shares0.00%2025-12-312026-02-06

HD HOME DEPOT INC920.0K shares0.00%2025-12-312026-02-06

GS GOLDMAN SACHS GROUP INC359.4K shares0.00%2025-12-312026-02-06

ADI ANALOG DEVICES INC1.0M shares-12.37%2025-12-312026-02-06

MSFT MICROSOFT CORP535.7K shares0.68%2025-12-312026-02-06

BLACKROCK INC BLACKROCK INC220.2K shares0.00%2025-12-312026-02-06

DIS DISNEY WALT CO2.0M shares0.00%2025-12-312026-02-06

LPLA LPL FINL HLDGS INC560.0K shares1.20%2025-12-312026-02-06

Sponsored

WSO WATSCO INC577.7K shares2.21%2025-12-312026-02-06

BLACKSTONE INC BLACKSTONE INC1.2M shares0.00%2025-12-312026-02-06

CAT CATERPILLAR INC328.6K shares0.00%2025-12-312026-02-06

KKR & CO INC KKR & CO INC1.5M shares0.00%2025-12-312026-02-06

AXP AMERICAN EXPRESS CO488.5K shares0.88%2025-12-312026-02-06

ALPHABET INC ALPHABET INC572.0K shares0.00%2025-12-312026-02-06

LOW LOWES COS INC734.5K shares1.07%2025-12-312026-02-06

PGR PROGRESSIVE CORP753.8K shares0.00%2025-12-312026-02-06

Sponsored

META META PLATFORMS INC248.3K shares-11.41%2025-12-312026-02-06

RLI RLI CORP2.4M shares0.00%2025-12-312026-02-06

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC1.0M shares0.00%2025-12-312026-02-06

NVO NOVO-NORDISK A S2.9M shares21.16%2025-12-312026-02-06

FNV FRANCO NEV CORP683.5K shares12.88%2025-12-312026-02-06

MMC MARSH & MCLENNAN COS INC761.8K shares0.89%2025-12-312026-02-06

SCHW SCHWAB CHARLES CORP1.4M shares0.81%2025-12-312026-02-06

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP391.0K shares0.00%2025-12-312026-02-06

Sponsored

JNJ JOHNSON & JOHNSON610.8K shares0.00%2025-12-312026-02-06

TXN TEXAS INSTRS INC724.0K shares0.00%2025-12-312026-02-06

MA MASTERCARD INCORPORATED207.5K shares0.00%2025-12-312026-02-06

DEO DIAGEO PLC1.4M shares0.37%2025-12-312026-02-06

DG DOLLAR GEN CORP NEW869.3K shares0.00%2025-12-312026-02-06

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD2.2M shares0.00%2025-12-312026-02-06

MCO MOODYS CORP213.9K shares0.00%2025-12-312026-02-06

HEI.A HEICO CORP NEW379.6K shares0.00%2025-12-312026-02-06

Sponsored

ROL ROLLINS INC1.5M shares0.90%2025-12-312026-02-06

NVR NVR INC12.0K shares0.92%2025-12-312026-02-06

ADM ARCHER DANIELS MIDLAND CO1.5M shares0.00%2025-12-312026-02-06

LINDE PLC LINDE PLC200.1K shares3.76%2025-12-312026-02-06

MSCI MSCI INC142.8K shares0.00%2025-12-312026-02-06

JPM JPMORGAN CHASE & CO.252.6K shares0.00%2025-12-312026-02-06

ITW ILLINOIS TOOL WKS INC327.5K shares0.00%2025-12-312026-02-06

NSC NORFOLK SOUTHN CORP273.5K shares6.63%2025-12-312026-02-06

Sponsored

SPGI S&P GLOBAL INC150.7K shares0.00%2025-12-312026-02-06

CG CARLYLE GROUP INC1.3M shares0.00%2025-12-312026-02-06

ECL ECOLAB INC274.3K shares0.00%2025-12-312026-02-06

ODFL OLD DOMINION FREIGHT LINE IN421.6K shares17.53%2025-12-312026-02-06

ROK ROCKWELL AUTOMATION INC154.9K shares0.00%2025-12-312026-02-06

ITIC INVESTORS TITLE CO NC213.3K shares0.00%2025-12-312026-02-06

SBUX STARBUCKS CORP623.8K shares0.00%2025-12-312026-02-06

TSN TYSON FOODS INC884.5K shares4.24%2025-12-312026-02-06

Sponsored

THG HANOVER INS GROUP INC281.0K shares0.00%2025-12-312026-02-06

AON PLC AON PLC134.1K shares3.27%2025-12-312026-02-06

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND159.4K shares0.00%2025-12-312026-02-06

HGTY HAGERTY INC3.1M shares0.00%2025-12-312026-02-06

RTX RTX CORPORATION224.0K shares0.00%2025-12-312026-02-06

HCA HCA HEALTHCARE INC80.7K shares7.27%2025-12-312026-02-06

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC163.5K shares11.22%2025-12-312026-02-06

TMO THERMO FISHER SCIENTIFIC INC62.8K shares12.54%2025-12-312026-02-06

Sponsored

FDS FACTSET RESH SYS INC121.9K shares4.41%2025-12-312026-02-06

VRSK VERISK ANALYTICS INC155.9K shares0.00%2025-12-312026-02-06

YUM YUM BRANDS INC226.5K shares0.00%2025-12-312026-02-06

COST COSTCO WHSL CORP NEW39.1K shares0.00%2025-12-312026-02-06

UNP UNION PAC CORP141.3K shares11.44%2025-12-312026-02-06

ABNB AIRBNB INC240.3K shares5.79%2025-12-312026-02-06

ALL ALLSTATE CORP154.6K shares0.00%2025-12-312026-02-06

TROW PRICE T ROWE GROUP INC314.0K shares0.00%2025-12-312026-02-06

Sponsored

LMT LOCKHEED MARTIN CORP64.5K shares3.61%2025-12-312026-02-06

SHW SHERWIN WILLIAMS CO94.2K shares0.00%2025-12-312026-02-06

CMCSA COMCAST CORP NEW961.9K shares0.00%2025-12-312026-02-06

NKE NIKE INC447.4K shares0.00%2025-12-312026-02-06

MAR MARRIOTT INTL INC NEW89.8K shares22.53%2025-12-312026-02-06

CSCO CISCO SYS INC355.5K shares0.00%2025-12-312026-02-06

URI UNITED RENTALS INC31.1K shares0.00%2025-12-312026-02-06

LAMR LAMAR ADVERTISING CO NEW185.0K shares8.82%2025-12-312026-02-06

Sponsored

BF.A BROWN FORMAN CORP843.0K shares0.00%2025-12-312026-02-06

COF CAPITAL ONE FINL CORP91.0K shares0.00%2025-12-312026-02-06

CCK CROWN HLDGS INC212.0K shares11.87%2025-12-312026-02-06

RNR RENAISSANCERE HLDGS LTD70.0K shares0.00%2025-12-312026-02-06

WFC WELLS FARGO CO NEW204.4K shares0.00%2025-12-312026-02-06

PM PHILIP MORRIS INTL INC114.5K shares0.00%2025-12-312026-02-06

APD AIR PRODS & CHEMS INC71.5K shares10.00%2025-12-312026-02-06

PAYX PAYCHEX INC150.0K shares0.00%2025-12-312026-02-06

Sponsored

SHOP SHOPIFY INC102.8K shares0.00%2025-12-312026-02-06

CSX CSX CORP440.0K shares54.39%2025-12-312026-02-06

EFX EQUIFAX INC72.8K shares0.00%2025-12-312026-02-06

SPOT SPOTIFY TECHNOLOGY S A25.9K shares0.00%2025-12-312026-02-06

SEIC SEI INVTS CO173.2K shares0.00%2025-12-312026-02-06

BK BANK NEW YORK MELLON CORP121.5K shares0.00%2025-12-312026-02-06

HXL HEXCEL CORP NEW189.0K shares0.00%2025-12-312026-02-06

PEP PEPSICO INC96.2K shares0.00%2025-12-312026-02-06

Sponsored

TGT TARGET CORP133.0K shares0.00%2025-12-312026-02-06

CME CME GROUP INC45.8K shares42.97%2025-12-312026-02-06

CARR CARRIER GLOBAL CORPORATION235.0K shares0.00%2025-12-312026-02-06

BF.B BROWN FORMAN CORP474.2K shares0.00%2025-12-312026-02-06

HSY HERSHEY CO67.5K shares23.85%2025-12-312026-02-06

FIX COMFORT SYS USA INC13.0K shares0.00%2025-12-312026-02-06

UBER UBER TECHNOLOGIES INC140.0K shares13.36%2025-12-312026-02-06

CHH CHOICE HOTELS INTL INC115.5K shares0.00%2025-12-312026-02-06

Sponsored

IQV IQVIA HLDGS INC46.9K shares0.00%2025-12-312026-02-06

CBOE CBOE GLOBAL MKTS INC41.8K shares46.49%2025-12-312026-02-06

OTIS OTIS WORLDWIDE CORP114.6K shares0.00%2025-12-312026-02-06

SMG SCOTTS MIRACLE-GRO CO168.0K shares0.00%2025-12-312026-02-06

AMAT APPLIED MATLS INC34.1K shares29.90%2025-12-312026-02-06

UNH UNITEDHEALTH GROUP INC26.5K shares0.00%2025-12-312026-02-06

HII HUNTINGTON INGALLS INDS INC25.5K shares24.39%2025-12-312026-02-06

SONY SONY GROUP CORP335.0K shares0.00%2025-12-312026-02-06

Sponsored

NSP INSPERITY INC152.9K shares16.05%2025-12-312026-02-06

GHC GRAHAM HLDGS CO5.2K shares0.00%2025-12-312026-02-06

KMX CARMAX INC136.5K shares0.00%2025-12-312026-02-06

EMN EASTMAN CHEM CO75.0K shares0.00%2025-12-312026-02-06

XOM EXXON MOBIL CORP38.0K shares1166.67%2025-12-312026-02-06

CNI CANADIAN NATL RY CO44.5K shares78.00%2025-12-312026-02-06

WRB BERKLEY W R CORP60.8K shares0.00%2025-12-312026-02-06

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY50.5K shares62.90%2025-12-312026-02-06

Sponsored

BC BRUNSWICK CORP47.8K shares42.54%2025-12-312026-02-06

AYI ACUITY INC9.8K shares0.00%2025-12-312026-02-06

ICE INTERCONTINENTAL EXCHANGE IN20.9K shares271.35%2025-12-312026-02-06

MGM MGM RESORTS INTERNATIONAL87.5K shares0.00%2025-12-312026-02-06

EXP EAGLE MATLS INC14.8K shares0.00%2025-12-312026-02-06

DPZ DOMINOS PIZZA INC5.5K shares0.00%2025-12-312026-02-06

SYY SYSCO CORP30.5K shares0.00%2025-12-312026-02-06

BRO BROWN & BROWN INC11.0K sharesnew addition2025-12-312026-02-06

Sponsored

TRU TRANSUNION2.0K shares-98.02%2025-12-312026-02-06

HGTY

2454.06%

Shares79.4M

Event2026-04-13

Filed2026-04-15

ALPHABET INC

0.00%

Shares2.7M

Event2025-12-31

Filed2026-02-06

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.1K

Event2025-12-31

Filed2026-02-06

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.5M

Event2025-12-31

Filed2026-02-06

BROOKFIELD CORP

50.00%

Shares13.1M

Event2025-12-31

Filed2026-02-06

AMZN

AMAZON COM INC

0.00%

Shares2.0M

Event2025-12-31

Filed2026-02-06

DEERE & CO

0.00%

Shares877.9K

Event2025-12-31

Filed2026-02-06

VISA INC

0.00%

Shares999.3K

Event2025-12-31

Filed2026-02-06

AAPL

APPLE INC

0.00%

Shares1.2M

Event2025-12-31

Filed2026-02-06

HOME DEPOT INC

0.00%

Shares920.0K

Event2025-12-31

Filed2026-02-06

GOLDMAN SACHS GROUP INC

0.00%

Shares359.4K

Event2025-12-31

Filed2026-02-06

ADI

ANALOG DEVICES INC

-12.37%

Shares1.0M

Event2025-12-31

Filed2026-02-06

MSFT

MICROSOFT CORP

0.68%

Shares535.7K

Event2025-12-31

Filed2026-02-06

BLACKROCK INC

0.00%

Shares220.2K

Event2025-12-31

Filed2026-02-06

DIS

DISNEY WALT CO

0.00%

Shares2.0M

Event2025-12-31

Filed2026-02-06

LPLA

LPL FINL HLDGS INC

1.20%

Shares560.0K

Event2025-12-31

Filed2026-02-06

WSO

WATSCO INC

2.21%

Shares577.7K

Event2025-12-31

Filed2026-02-06

BLACKSTONE INC

0.00%

Shares1.2M

Event2025-12-31

Filed2026-02-06

CAT

CATERPILLAR INC

0.00%

Shares328.6K

Event2025-12-31

Filed2026-02-06

KKR & CO INC

0.00%

Shares1.5M

Event2025-12-31

Filed2026-02-06

AXP

AMERICAN EXPRESS CO

0.88%

Shares488.5K

Event2025-12-31

Filed2026-02-06

ALPHABET INC

0.00%

Shares572.0K

Event2025-12-31

Filed2026-02-06

LOW

LOWES COS INC

1.07%

Shares734.5K

Event2025-12-31

Filed2026-02-06

PGR

PROGRESSIVE CORP

0.00%

Shares753.8K

Event2025-12-31

Filed2026-02-06