Markel Group 13F, Q2 2026
Thomas Gayner · quarter ending 30 June 2026 · filed 31 July 2026 · SEC CIK 1096343
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2026
The 25 largest of 130 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.
| Company | Ticker | Value | % of book | vs Q1 2026 |
|---|---|---|---|---|
| ALPHABET INC | GOOG | $971.61M | 7.4% | unchanged |
| BERKSHIRE HATHAWAY INC DEL | BRK/A | $834.22M | 6.3% | unchanged |
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $766.58M | 5.8% | unchanged |
| DEERE & CO | DE | $556.88M | 4.2% | unchanged |
| BROOKFIELD CORP | BN | $556.81M | 4.2% | unchanged |
| AMAZON COM INC | AMZN | $484.01M | 3.7% | unchanged |
| ANALOG DEVICES INC | ADI | $397.04M | 3.0% | -2% shares |
| GOLDMAN SACHS GROUP INC | GS | $363.45M | 2.8% | unchanged |
| APPLE INC | AAPL | $355.13M | 2.7% | unchanged |
| CATERPILLAR INC | CAT | $349.98M | 2.7% | unchanged |
| VISA INC | V | $347.86M | 2.6% | unchanged |
| HOME DEPOT INC | HD | $325.35M | 2.5% | unchanged |
| WATSCO INC | WSO | $249.10M | 1.9% | +3% shares |
| TEXAS INSTRS INC | TXN | $215.80M | 1.6% | unchanged |
| BLACKROCK INC | BLK | $211.74M | 1.6% | unchanged |
| ALPHABET INC | GOOGL | $204.42M | 1.6% | unchanged |
| MICROSOFT CORP | MSFT | $200.55M | 1.5% | unchanged |
| DISNEY WALT CO | DIS | $195.55M | 1.5% | unchanged |
| AMERICAN EXPRESS CO | AXP | $165.89M | 1.3% | unchanged |
| LOWES COS INC | LOW | $165.80M | 1.3% | unchanged |
| PROGRESSIVE CORP | PGR | $164.66M | 1.3% | unchanged |
| FRANCO NEV CORP | FNV | $161.23M | 1.2% | +9% shares |
| LPL FINL HLDGS INC | LPLA | $157.73M | 1.2% | unchanged |
| JOHNSON & JOHNSON | JNJ | $155.12M | 1.2% | unchanged |
| BLACKSTONE INC | BX | $144.62M | 1.1% | unchanged |
What changed since Q1 2026
Against the Q1 2026 filing, Markel Group opened 3 new positions, added to 17, trimmed 3, left 107 unchanged and exited 2. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001096343-26-000065, filed by MARKEL GROUP INC.. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.