Filing analysis
Markel Group
13F-HR · period Q4 2025 · filed Feb 06, 2026
$12.54BReported 13F value
205Positions
1Other managers included
+1New
41Increased
3Reduced
−2Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| BRO Brown & Brown, Inc. | $876,700 | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| META Meta Platforms, Inc. | ▼ Trim | -11.4% | $163.90M |
| WSO Watsco, Inc. | ▲ Add | +2.2% | $194.65M |
| AXP American Express Company | ▲ Add | +0.9% | $180.72M |
| MSFT Microsoft Corporation | ▲ Add | +0.7% | $259.07M |
| LPLA LPL Financial Holdings Inc. | ▲ Add | +1.2% | $200.00M |
| ODFL Old Dominion Freight Line… | ▲ Add | +17.5% | $66.11M |
| NVO Novo Nordisk A/S | ▲ Add | +21.2% | $146.01M |
| DEO Diageo plc | ▲ Add | +0.4% | $118.34M |
| MRSH Marsh & McLennan Companies… | ▲ Add | +0.9% | $141.32M |
| ADI Analog Devices, Inc. | ▼ Trim | -12.4% | $277.50M |
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.