Filing analysis
Markel Group
13F-HR · period Q3 2026 · filed Oct 30, 2026
$12.84BReported 13F value
220Positions
1Other managers included
+17New
27Increased
8Reduced
−2Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| XOM Exxonmobil Holdings… | $9.83M | 0.1% |
| ZBRA Zebra Technologies Corporation | $2.35M | 0.0% |
| MBGL | $2.02M | 0.0% |
| SLAB Silicon Laboratories Inc. | $1.84M | 0.0% |
| TYL Tyler Technologies, Inc. | $1.72M | 0.0% |
| VGZ | $1.67M | 0.0% |
| WSC WillScot Holdings Corporation | $1.55M | 0.0% |
| XPO XPO Logistics, Inc. | $1.53M | 0.0% |
| XYL Xylem Inc. | $1.24M | 0.0% |
| WTS Watts Water Technologies, Inc. | $1.20M | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| WSO Watsco, Inc. | ▲ Add | +4.2% | $188.58M |
| HD The Home Depot, Inc. | ▲ Add | +1.0% | $265.14M |
| FNV Franco-Nevada Corporation | ▲ Add | +1.8% | $187.39M |
| GOOGL Alphabet Inc. | ▼ Trim | -9.1% | $178.91M |
| LOW Lowe's Companies, Inc. | ▲ Add | +1.3% | $140.33M |
| ZTS Zoetis Inc. | ▲ Add | +542.5% | $29.70M |
| ABNB Airbnb, Inc. | ▼ Trim | -69.7% | $11.78M |
| DE Deere & Company | ▼ Trim | -1.9% | $578.31M |
| YUM Yum! Brands, Inc. | ▼ Trim | -42.1% | $19.37M |
| META Meta Platforms, Inc. | ▼ Trim | -10.7% | $151.68M |
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.