SEC EDGAR Form 13F
Markel Group
Markel Group is an insurance holding company associated with Tom Gayner, and its Form 13F filings show reportable public-equity holdings.
Latest Form 13F: 242 long U.S. equity positions, $21.3B reported value for the period ended Jun 30, 2026, led by ALPHABET INC, BERKSHIRE HATHAWAY INC DEL, and BERKSHIRE HATHAWAY INC DEL.
CIK: 1096343 · Filed: Jul 31, 2026 · Period: Jun 30, 2026
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →Top reported holdings
Showing the top 50 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-06-30; filed 2026-07-31.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 2.7M | $972M | 7.40% | +0.0% |
| 2 | BRKA | BERKSHIRE HATHAWAY INC DEL | 1.1K | $834M | 6.35% | +0.0% |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | 1.5M | $767M | 5.84% | +0.0% |
| 4 | DE | DEERE & CO | 877.9K | $557M | 4.24% | +0.0% |
| 5 | BN | BROOKFIELD CORP | 13.1M | $557M | 4.24% | +0.0% |
| 6 | AMZN | AMAZON COM INC | 2.0M | $484M | 3.69% | +0.0% |
| 7 | ADI | ANALOG DEVICES INC | 999.7K | $397M | 3.02% | -2.3% |
| 8 | GS | GOLDMAN SACHS GROUP INC | 359.4K | $363M | 2.77% | +0.0% |
| 9 | AAPL | APPLE INC | 1.2M | $355M | 2.70% | +0.0% |
| 10 | CAT | CATERPILLAR INC | 328.6K | $350M | 2.67% | +0.0% |
| 11 | V | VISA INC | 1.0M | $348M | 2.65% | +0.9% |
| 12 | HD | HOME DEPOT INC | 922.5K | $325M | 2.48% | +0.3% |
| 13 | WSO | WATSCO INC | 597.8K | $249M | 1.90% | +2.7% |
| 14 | TXN | TEXAS INSTRS INC | 724.0K | $216M | 1.64% | +0.0% |
| 15 | BLK | BLACKROCK INC | 220.2K | $212M | 1.61% | +0.0% |
| 16 | GOOGL | ALPHABET INC | 572.0K | $204M | 1.56% | +0.0% |
| 17 | MSFT | MICROSOFT CORP | 537.6K | $201M | 1.53% | +0.0% |
| 18 | DIS | DISNEY WALT CO | 2.0M | $196M | 1.49% | +0.0% |
| 19 | AXP | AMERICAN EXPRESS CO | 490.4K | $166M | 1.26% | +0.0% |
| 20 | LOW | LOWES COS INC | 752.0K | $166M | 1.26% | +1.8% |
| 21 | PGR | PROGRESSIVE CORP | 753.8K | $165M | 1.25% | +0.0% |
| 22 | FNV | FRANCO NEV CORP | 773.5K | $161M | 1.23% | +9.2% |
| 23 | LPLA | LPL FINL HLDGS INC | 560.0K | $158M | 1.20% | +0.0% |
| 24 | JNJ | JOHNSON & JOHNSON | 610.8K | $155M | 1.18% | +0.0% |
| 25 | BX | BLACKSTONE INC | 1.2M | $145M | 1.10% | +0.0% |
| 26 | RLI | RLI CORP | 2.4M | $141M | 1.08% | +0.0% |
| 27 | GD | GENERAL DYNAMICS CORP | 391.0K | $139M | 1.05% | +0.0% |
| 28 | NVO | NOVO-NORDISK A S | 2.9M | $138M | 1.05% | +0.0% |
| 29 | KKR | KKR & CO INC | 1.5M | $133M | 1.01% | +0.0% |
| 30 | META | META PLATFORMS INC | 234.2K | $132M | 1.00% | -5.7% |
| 31 | SCHW | SCHWAB CHARLES CORP | 1.4M | $129M | 0.98% | +0.8% |
| 32 | MRSH | MARSH & MCLENNAN COS INC | 763.5K | $127M | 0.97% | +0.0% |
| 33 | APO | APOLLO GLOBAL MGMT INC | 1.0M | $120M | 0.91% | +0.0% |
| 34 | ADM | ARCHER DANIELS MIDLAND CO | 1.5M | $115M | 0.88% | +0.0% |
| 35 | LIN | LINDE PLC | 215.6K | $112M | 0.85% | +5.4% |
| 36 | DEO | DIAGEO PLC | 1.4M | $110M | 0.84% | +0.0% |
| 37 | MA | MASTERCARD INCORPORATED | 207.5K | $107M | 0.81% | +0.0% |
| 38 | DG | DOLLAR GEN CORP | 869.3K | $100M | 0.76% | +0.0% |
| 39 | BAM | BROOKFIELD ASSET MANAGMT LTD | 2.2M | $98M | 0.75% | +0.0% |
| 40 | HEIA | HEICO CORP NEW | 379.6K | $98M | 0.75% | +0.0% |
| 41 | MCO | MOODYS CORP | 213.9K | $97M | 0.74% | +0.0% |
| 42 | ODFL | OLD DOMINION FREIGHT LINE IN | 429.1K | $93M | 0.71% | +0.0% |
| 43 | NSC | NORFOLK SOUTHN CORP | 282.5K | $89M | 0.68% | +0.0% |
| 44 | ITW | ILLINOIS TOOL WKS INC | 327.5K | $89M | 0.67% | +0.0% |
| 45 | JPM | JPMORGAN CHASE & CO | 252.6K | $83M | 0.63% | +0.0% |
| 46 | NVR | NVR INC | 12.1K | $82M | 0.63% | +0.1% |
| 47 | MSCI | MSCI INC | 142.8K | $80M | 0.61% | +0.0% |
| 48 | ROK | ROCKWELL AUTOMATION INC | 154.9K | $77M | 0.58% | +0.0% |
| 49 | ECL | ECOLAB INC | 274.3K | $76M | 0.58% | +0.0% |
| 50 | -- | SUNBELT RENTALS HOLDINGS INC | 974.4K | $73M | 0.56% | +1.1% |