Filing analysis
Markel Group
13F-HR · period Q1 2026 · filed May 01, 2026
$11.94BReported 13F value
205Positions
1Other managers included
+4New
43Increased
2Reduced
−3Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| SUNB Sunbelt Rentals Holdings Inc | $62.71M | 0.5% |
| MELI MercadoLibre, Inc. | $9.42M | 0.1% |
| EPD Enterprise Products Partners… | $7.64M | 0.1% |
| WY Weyerhaeuser Company | $427,525 | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| MSFT Microsoft Corporation | ▲ Add | +0.4% | $199.01M |
| V Visa Inc. | ▲ Add | +0.5% | $303.55M |
| FNV Franco-Nevada Corporation | ▲ Add | +3.7% | $175.03M |
| AXP American Express Company | ▲ Add | +0.4% | $148.35M |
| SPGI S&P Global Inc. | ▼ Trim | -21.9% | $50.06M |
| ODFL Old Dominion Freight Line… | ▲ Add | +1.8% | $83.86M |
| WSO Watsco, Inc. | ▲ Add | +0.8% | $211.79M |
| DEO Diageo plc | ▲ Add | 0.0% | $102.16M |
| LIN Linde plc | ▲ Add | +2.2% | $101.43M |
| ROL Rollins, Inc. | ▲ Add | +0.6% | $80.01M |
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.