What stocks does Markel Group own?

As of Q3 2026, Markel Group reported 145 positions with a combined 13F value of $12.8B. Its largest stock positions are GOOG ($937.0M), BRK.A ($832.2M) and BRK.B ($762.8M).

How often does Markel Group update its portfolio?

Markel Group files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q3 2026 and was filed Oct 30, 2026. The next one is due by Feb 16, 2027.

What does Markel Group's 13F leave out?

A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.

Where does Markel Group's portfolio data come from?

From the 13F filings Markel Group makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Smart money

Markel Group Inc.

Return history

Last 4 years · filing-date model

$100,000 to $180,915

$100,000 in SPY: $203,190.

Total return

+80.9%

Annualized (4Y CAGR)

+16%

vs SPY

−3.4 pts/yr

Moves a year

205

Avg hold

2.5 years

17 filings · quarters -3.6% to +13.4%

All time

+293% since Aug 5, 2016

Fund size $13B today

Nov 7, 2022 to Nov 6, 2026 · min. 73% quarterly priced · Disclosed book, unaudited · Method

Position-weighted returns use each SEC filing date. Options use underlying-stock proxies, not option premiums; put proxies can lose more than 100%. Cash, shorts, non-13F holdings and trades between filings are excluded.

Added to HD and trimmed DE in Q3 2026.

$12.8B in this filing145 positions

Holdings as of Sep 30, 2026. Filed Oct 30, 2026.

Share change vs Jun 30

1GOOGAlphabet Inc7.30%
$937.0M - 2.7M shares-
2BRK.ABerkshire Hathaway Inc Del6.48%
$832.2M - 1K shares-
3BRK.BBerkshire Hathaway Inc Del5.94%
$762.8M - 1.5M shares-
4DEDeere & Co4.50%
$578.3M - 861K shares-1.9%
5AMZNAmazon Com Inc3.94%
$506.0M - 2.0M shares-
6BNBrookfield Corp3.71%
$476.7M - 13.1M shares-
7AAPLApple Inc3.18%
$408.7M - 1.2M shares-
8ADIAnalog Devices Inc3.09%
$396.6M - 1000K shares-

#	Stock				At Sep 30	Now
1	GOOGAlphabet Inc	7.30%	$937.0M	-	$340.74	$292.75 -14.1%
2	BRK.ABerkshire Hathaway Inc Del	6.48%	$832.2M	-	$747005.00	-
3	BRK.BBerkshire Hathaway Inc Del	5.94%	$762.8M	-	$497.95	-
4	DEDeere & Co	4.50%	$578.3M	-1.9%	$671.55	$691.75 +3.0%
5	AMZNAmazon Com Inc	3.94%	$506.0M	-	$249.15	$270.92 +8.7%
6	BNBrookfield Corp	3.71%	$476.7M	-	$36.46	$42.06 +15.4%
7	AAPLApple Inc	3.18%	$408.7M	-	$333.02	$356.85 +7.2%
8	ADIAnalog Devices Inc	3.09%	$396.6M	-	$396.71	$407.55 +2.7%

137 more on a paid plan

Unlock the full portfolio and quarterly changes.

Unlock all 137 holdings

What is missing

Top 10 concentration: 44%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Feb 16, 2027.

Check the filer and reporting period

These holdings cover Sep 30, 2026. Check the SEC filer record for the reporting entity. Disclosed quarter-end positions are not a manager's personal or live portfolio. Compare the reporting period with the filed date before interpreting a change.

Common questions

What stocks does Markel Group own?: As of Q3 2026, Markel Group reported 145 positions with a combined 13F value of $12.8B. Its largest stock positions are GOOG ($937.0M), BRK.A ($832.2M) and BRK.B ($762.8M).
How often does Markel Group update its portfolio?: Markel Group files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q3 2026 and was filed Oct 30, 2026. The next one is due by Feb 16, 2027.
What does Markel Group's 13F leave out?: A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.
Where does Markel Group's portfolio data come from?: From the 13F filings Markel Group makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Smart money

Markel Group Inc.

Return history

Last 4 years · filing-date model

$100,000 to $180,915

$100,000 in SPY: $203,190.

Total return

+80.9%

Annualized (4Y CAGR)

+16%

vs SPY

−3.4 pts/yr

Moves a year

205

Avg hold

2.5 years

17 filings · quarters -3.6% to +13.4%

All time

+293% since Aug 5, 2016

Fund size $13B today

Nov 7, 2022 to Nov 6, 2026 · min. 73% quarterly priced · Disclosed book, unaudited · Method

Added to HD and trimmed DE in Q3 2026.

$12.8B in this filing145 positions

Holdings as of Sep 30, 2026. Filed Oct 30, 2026.

Share change vs Jun 30

1GOOGAlphabet Inc7.30%
$937.0M - 2.7M shares-
2BRK.ABerkshire Hathaway Inc Del6.48%
$832.2M - 1K shares-
3BRK.BBerkshire Hathaway Inc Del5.94%
$762.8M - 1.5M shares-
4DEDeere & Co4.50%
$578.3M - 861K shares-1.9%
5AMZNAmazon Com Inc3.94%
$506.0M - 2.0M shares-
6BNBrookfield Corp3.71%
$476.7M - 13.1M shares-
7AAPLApple Inc3.18%
$408.7M - 1.2M shares-
8ADIAnalog Devices Inc3.09%
$396.6M - 1000K shares-

#	Stock				At Sep 30	Now
1	GOOGAlphabet Inc	7.30%	$937.0M	-	$340.74	$292.75 -14.1%
2	BRK.ABerkshire Hathaway Inc Del	6.48%	$832.2M	-	$747005.00	-
3	BRK.BBerkshire Hathaway Inc Del	5.94%	$762.8M	-	$497.95	-
4	DEDeere & Co	4.50%	$578.3M	-1.9%	$671.55	$691.75 +3.0%
5	AMZNAmazon Com Inc	3.94%	$506.0M	-	$249.15	$270.92 +8.7%
6	BNBrookfield Corp	3.71%	$476.7M	-	$36.46	$42.06 +15.4%
7	AAPLApple Inc	3.18%	$408.7M	-	$333.02	$356.85 +7.2%
8	ADIAnalog Devices Inc	3.09%	$396.6M	-	$396.71	$407.55 +2.7%

137 more on a paid plan

Unlock the full portfolio and quarterly changes.

Unlock all 137 holdings

What is missing

Top 10 concentration: 44%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Feb 16, 2027.

Check the filer and reporting period

Common questions

What stocks does Markel Group own?: As of Q3 2026, Markel Group reported 145 positions with a combined 13F value of $12.8B. Its largest stock positions are GOOG ($937.0M), BRK.A ($832.2M) and BRK.B ($762.8M).
How often does Markel Group update its portfolio?: Markel Group files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q3 2026 and was filed Oct 30, 2026. The next one is due by Feb 16, 2027.
What does Markel Group's 13F leave out?: A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.
Where does Markel Group's portfolio data come from?: From the 13F filings Markel Group makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Markel Group Inc.

Last 4 years · filing-date model

Added to HD and trimmed DE in Q3 2026.

Check the filer and reporting period

Common questions

Ask it in Claude or ChatGPT.

Markel Group Inc.

Last 4 years · filing-date model

Added to HD and trimmed DE in Q3 2026.

Check the filer and reporting period

Common questions

Ask it in Claude or ChatGPT.