What stocks does Markel Group own?

As of Q2 2026, Markel Group reported 130 positions with a combined 13F value of $13.1B. Its largest stock positions are GOOG ($971.6M), BRK.A ($834.2M) and BRK.B ($766.6M).

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 Q2 2026 and was filed Jul 31, 2026. The next one is due by Nov 16, 2026.

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 $186,372

$100,000 in SPY: $227,375.

Total return

+86.4%

Annualized (4Y CAGR)

+16.8%

vs SPY

−6.0 pts/yr

Moves a year

205

Avg hold

2.6 years

17 filings · quarters -3.6% to +13.4%

All time

+282% since Aug 5, 2016

Fund size $13B today

Oct 9, 2022 to Oct 8, 2026 · min. 72% 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.

New ZTS and exited SMG in Q2 2026.

$13.1B in this filing130 positions

Holdings as of Jun 30, 2026. Filed Jul 31, 2026.

Share change vs Mar 31

1GOOGAlphabet Inc7.40%
$971.6M - 2.7M shares-
2BRK.ABerkshire Hathaway Inc Del6.35%
$834.2M - 1K shares-
3BRK.BBerkshire Hathaway Inc Del5.84%
$766.6M - 1.5M shares-
4DEDeere & Co4.24%
$556.9M - 878K shares-
5BNBrookfield Corp4.24%
$556.8M - 13.1M shares-
6AMZNAmazon Com Inc3.69%
$484.0M - 2.0M shares-
7ADIAnalog Devices Inc3.02%
$397.0M - 1000K shares-2.3%
8GSGoldman Sachs Group Inc2.77%
$363.4M - 359K shares-

#	Stock				At Jun 30	Now
1	GOOGAlphabet Inc	7.40%	$971.6M	-	$353.33	$344.91 -2.4%
2	BRK.ABerkshire Hathaway Inc Del	6.35%	$834.2M	-	$748850.00	-
3	BRK.BBerkshire Hathaway Inc Del	5.84%	$766.6M	-	$500.39	-
4	DEDeere & Co	4.24%	$556.9M	-	$634.33	$650.38 +2.5%
5	BNBrookfield Corp	4.24%	$556.8M	-	$42.59	$36.81 -13.6%
6	AMZNAmazon Com Inc	3.69%	$484.0M	-	$238.34	$254.76 +6.9%
7	ADIAnalog Devices Inc	3.02%	$397.0M	-2.3%	$397.17	$403.95 +1.7%
8	GSGoldman Sachs Group Inc	2.77%	$363.4M	-	$1011.37	$891.28 -11.9%

122 more on a paid plan

Unlock the full portfolio and quarterly changes.

Unlock all 122 holdings

What is missing

Top 10 concentration: 43%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 16, 2026.

Common questions

What stocks does Markel Group own?: As of Q2 2026, Markel Group reported 130 positions with a combined 13F value of $13.1B. Its largest stock positions are GOOG ($971.6M), BRK.A ($834.2M) and BRK.B ($766.6M).
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 Q2 2026 and was filed Jul 31, 2026. The next one is due by Nov 16, 2026.
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.