Filing analysis
Markel Group
13F-HR · period Q2 2025 · filed Aug 01, 2025
$11.83BReported 13F value
218Positions
1Other managers included
+3New
37Increased
6Reduced
−1Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| ADBE Adobe Inc. | $5.42M | 0.0% |
| AMAT Applied Materials, Inc. | $3.02M | 0.0% |
| CSX CSX Corporation | $2.12M | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| MSFT Microsoft Corporation | ▲ Add | +0.9% | $262.37M |
| WSO Watsco, Inc. | ▼ Trim | -4.3% | $249.59M |
| META Meta Platforms, Inc. | ▲ Add | +0.1% | $206.87M |
| DE Deere & Company | ▲ Add | 0.0% | $446.40M |
| LPLA LPL Financial Holdings Inc. | ▲ Add | +1.0% | $204.21M |
| MMM 3M Company | ▼ Trim | -59.7% | $18.00M |
| CAT Caterpillar Inc. | ▲ Add | +0.2% | $127.59M |
| MRSH Marsh & McLennan Companies… | ▲ Add | +0.7% | $163.71M |
| GOOGL Alphabet Inc. | ▲ Add | +2.7% | $100.80M |
| FNV Franco-Nevada Corporation | ▲ Add | +8.4% | $93.35M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.