MARKEL GROUP INC.

Q2 2026 13F-HR Holdings

Location
Glen Allen, VA
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
130
Total value ($000)
$13,130,491
Net value change ($000)
+1,191,606 (10.0%)
New positions
3
Sold out positions
2
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 182,783 23.2%
CAT 117,144 50.3%
TXN 75,246 53.5%
ADI 71,504 22.0%
DE 62,357 12.6%
AMZN 61,065 14.4%
GS 59,431 19.5%
V 44,314 14.6%
AAPL 43,655 14.0%
GOOGL 39,932 24.3%
Top Reduces (Value $000, Stocks/ETFs)
ROL -16,710 -20.9%
FNV -13,807 -7.9%
ACN -11,771 -37.2%
LPLA -10,723 -6.4%
SMG -10,216 -100.0%
META -10,160 -7.2%
LOW -8,684 -5.0%
CG -8,334 -13.0%
CMCSA -7,925 -28.7%
LMT -6,191 -15.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type