AlphaYou
Markel Group Inc.
Bought Sunbelt Rentals, sold out of Target. Portfolio down 5% to $11.9B.
$11.9B portfolio129 holdingstop 10 = 42%filed 2026-05-01
- 1Berkshire Hathaway Inc Del6.70%$800.0M - 1K shares-
- 2GOOGAlphabet Inc6.61%$788.8M - 2.7M shares-
- 3Berkshire Hathaway Inc Del6.15%$734.1M - 1.5M shares-
- 4BNBrookfield Corp4.43%$529.1M - 13.1M shares-
- 5DEDeere & Co4.14%$494.5M - 878K shares-
- 6AMZNAmazon Com Inc3.54%$422.9M - 2.0M shares-
- 7ADIAnalog Devices Inc2.73%$325.5M - 1.0M shares-
- 8AAPLApple Inc2.61%$311.5M - 1.2M shares-
- $304.0M - 359K shares-
- 10VVisa Inc2.54%$303.5M - 1.0M shares+5K
- 11HDHome Depot Inc2.53%$302.6M - 920K shares-
- 12CATCaterpillar Inc1.95%$232.8M - 329K shares-
- 13WSOWatsco Inc1.77%$211.8M - 582K shares+5K
- 14BLKBlackRock Inc1.77%$211.8M - 220K shares-
- 15MSFTMicrosoft Corp1.67%$199.0M - 538K shares+2K
- 16DISDisney Walt Co1.64%$195.8M - 2.0M shares-
- 17FNVFranco Nev Corp1.47%$175.0M - 709K shares+25K
- 18LOWLowes Cos Inc1.46%$174.5M - 738K shares+4K
- 19LPLALPL Finl Hldgs Inc1.41%$168.5M - 560K shares-
- 20GOOGLAlphabet Inc1.38%$164.5M - 572K shares-
- 21PGRProgressive Corp1.25%$149.4M - 754K shares-
- 22JNJJohnson & Johnson1.25%$149.3M - 611K shares-
- 23AXPAmerican Express Co1.24%$148.4M - 490K shares+2K
- 24METAMeta Platforms Inc1.19%$142.1M - 248K shares-
- 25BXBlackstone Inc1.18%$141.3M - 1.2M shares-
- 26TXNTexas Instrs Inc1.18%$140.6M - 724K shares-
- 27RLIRli Corp1.14%$136.6M - 2.4M shares-
- 28KKRKKR & Co Inc1.12%$134.3M - 1.5M shares-
- 29GDGeneral Dynamics Corp1.12%$134.2M - 391K shares-
- 30MRSHMarsh & Mclennan Cos Inc1.11%$132.4M - 764K shares+2K
- 31SCHWSchwab Charles Corp1.09%$130.0M - 1.4M shares+8K
- 32APOApollo Global MGMT Inc0.94%$112.8M - 1.0M shares-
- 33ADMArcher Daniels Midland Co0.92%$109.5M - 1.5M shares-
- 34NVONovo-nordisk A S0.88%$105.5M - 2.9M shares-
- 35MAMastercard Incorporated0.87%$103.7M - 208K shares-
- 36DGDollar Gen Corp New0.86%$103.2M - 869K shares-
- 37DEODiageo PLC0.86%$102.2M - 1.4M shares+500
- 38Linde PLC0.85%$101.4M - 205K shares+5K
- $97.5M - 2.2M shares-
- 40MCOMoodys Corp0.78%$93.3M - 214K shares-
- 41ITWIllinois Tool WKS Inc0.71%$85.2M - 328K shares-
- 42ODFLOld Dominion Freight Line 0.70%$83.9M - 429K shares+8K
- 43NSCNorfolk Southn Corp0.68%$81.1M - 283K shares+9K
- 44Heico Corp New0.67%$80.1M - 380K shares-
- 45ROLRollins Inc0.67%$80.0M - 1.5M shares+9K
- 46NVRNVR Inc0.67%$79.7M - 12K shares+80
- 47MSCIMsci Inc0.64%$77.0M - 143K shares-
- 48JPMJPMorgan Chase & Co.0.62%$74.3M - 253K shares-
- 49ECLEcolab Inc0.61%$73.0M - 274K shares-
- 50CGCarlyle Group Inc0.54%$64.2M - 1.3M shares-
- $62.7M - 963K sharesNEW
- 52TSNTyson Foods Inc0.48%$57.0M - 890K shares+5K
- 53SBUXStarbucks Corp0.47%$55.9M - 624K shares-
- 54ROKRockwell Automation Inc0.47%$55.6M - 155K shares-
- 55SPGIS&P Global Inc0.42%$50.1M - 118K shares-33K
- 56THGHanover Ins Group Inc0.41%$48.7M - 281K shares-
- 57ITICInvestors Title Co NC0.39%$46.4M - 213K shares-
- 58Aon PLC0.37%$43.8M - 136K shares+2K
- 59RTXRTX Corporation0.36%$43.2M - 224K shares-
- 60FERGFerguson Enterprises Inc0.33%$39.8M - 171K shares+7K
- 61LMTLockheed Martin Corp0.33%$39.4M - 65K shares+700
- 62COSTCostco WHSL Corp New0.33%$39.0M - 39K shares-
- 63HCAHca Healthcare Inc0.33%$39.0M - 82K shares+2K
- 64YUMYum Brands Inc0.32%$38.1M - 245K shares+19K
- 65UNPUnion Pac Corp0.31%$36.5M - 150K shares+9K
- $33.0M - 67K shares+4K
- 67HGTYHagerty Inc0.27%$32.7M - 3.1M shares-
- 68ALLAllstate Corp0.27%$32.0M - 155K shares-
- 69Accenture PLC Ireland0.26%$31.6M - 159K shares-
- 70MARMarriott Intl Inc New0.26%$30.7M - 94K shares+4K
- 71ABNBAirbnb Inc0.26%$30.6M - 242K shares+2K
- 72SHWSherwin Williams Co0.25%$30.2M - 94K shares-
- 73VRSKVerisk Analytics Inc0.25%$29.6M - 156K shares-
- 74FDSFactset Resh SYS Inc0.25%$29.4M - 135K shares+14K
- 75TROWPrice T Rowe Group Inc0.24%$28.3M - 314K shares-
- 76CMCSAComcast Corp New0.23%$27.6M - 962K shares-
- 77CSCOCisco SYS Inc0.23%$27.6M - 356K shares-
- 78LAMRLamar Advertising Co New0.20%$24.4M - 193K shares+8K
- 79NKENike Inc0.20%$23.6M - 447K shares-
- 80URIUnited Rentals Inc0.19%$22.7M - 31K shares-
- 81Brown Forman Corp0.19%$22.6M - 843K shares-
- 82CCKCrown Hldgs Inc0.18%$22.1M - 220K shares+8K
- 83APDAir Prods & Chems Inc0.18%$21.9M - 76K shares+4K
- 84CSXCSX Corp0.18%$21.8M - 530K shares+90K
- 85Renaissancere Hldgs LTD0.17%$20.8M - 70K shares-
- 86PMPhilip Morris Intl Inc0.16%$18.9M - 115K shares-
- 87FIXComfort SYS USA Inc0.15%$17.9M - 13K shares-
- 88COFCapital One Finl Corp0.14%$16.6M - 91K shares-
- 89WFCWells Fargo Co New0.14%$16.3M - 204K shares-
- 90HSYHershey Co0.13%$15.6M - 75K shares+8K
- 91HXLHexcel Corp New0.13%$15.3M - 189K shares-
- 92PEPPepsico Inc0.13%$14.9M - 96K shares-
- 93BKBank New York Mellon Corp0.12%$14.8M - 125K shares+3K
- 94CMECme Group Inc0.12%$14.7M - 50K shares+4K
- 95PAYXPaychex Inc0.12%$13.8M - 150K shares-
- 96SEICSei Invts Co0.11%$13.6M - 173K shares-
- $13.2M - 235K shares-
- 98EFXEquifax Inc0.11%$13.1M - 73K shares-
- 99Spotify Technology S A0.11%$12.6M - 26K shares-
- 100Brown Forman Corp0.11%$12.5M - 474K shares-
- 101AMATApplied Matls Inc0.10%$12.4M - 36K shares+2K
- 102CBOECboe Global MKTS Inc0.10%$12.3M - 44K shares+2K
- 103SHOPShopify Inc0.10%$12.2M - 103K shares-
- 104HIIHuntington Ingalls Inds In0.09%$10.4M - 28K shares+2K
- 105UBERUber Technologies Inc0.09%$10.3M - 143K shares+3K
- 106SMGScotts Miracle-gro Co0.09%$10.2M - 168K shares-
- 107MELIMercadolibre Inc0.08%$9.4M - 5K sharesNEW
- 108OTISOtis Worldwide Corp0.07%$8.8M - 115K shares-
- 109IQVIqvia Hldgs Inc0.07%$8.0M - 47K shares-
- 110XOMExxon Mobil Corp0.07%$8.0M - 47K shares+9K
- 111EPDEnterprise Prods Partners 0.06%$7.6M - 202K sharesNEW
- 112SONYSony Group Corp0.06%$6.9M - 335K shares-
- 113EMNEastman Chem Co0.05%$5.7M - 75K shares-
- 114KMXCarmax Inc0.05%$5.7M - 137K shares-
- 115CNICanadian Natl RY Co0.05%$5.5M - 54K shares+9K
- 116GHCGraham Hldgs Co0.05%$5.5M - 5K shares-
- 117UNHUnitedhealth Group Inc0.04%$5.1M - 19K shares-8K
- 118NSPInsperity Inc0.04%$4.9M - 181K shares+28K
- 119CPCanadian Pacific Kansas Ci0.04%$4.7M - 60K shares+9K
- 120ICEIntercontinental Exchange 0.04%$4.5M - 29K shares+8K
- 121WRBBerkley W R Corp0.03%$4.0M - 61K shares-
- 122BCBrunswick Corp0.03%$3.7M - 51K shares+4K
- 123MGMMGM Resorts International0.03%$3.2M - 88K shares-
- 124EXPEagle Matls Inc0.02%$2.8M - 15K shares-
- 125AYIAcuity Inc0.02%$2.7M - 10K shares-
- 126SYYSysco Corp0.02%$2.2M - 31K shares-
- 127DPZDominos Pizza Inc0.02%$2.0M - 6K shares-
- 128BROBrown & Brown Inc<0.01%$913K - 14K shares+3K
- 129WYWeyerhaeuser Co MTN Be<0.01%$428K - 18K sharesNEW
What a 13F does not show
Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.