Filing analysis
Markel Group
13F-HR · period Q3 2025 · filed Oct 31, 2025
$12.32BReported 13F value
208Positions
1Other managers included
+3New
27Increased
2Reduced
−11Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| CNI Canadian National Railway… | $2.36M | 0.0% |
| CP Canadian Pacific Kansas City… | $2.31M | 0.0% |
| XONA.DE Exxon Mobil Corporation | $338,250 | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| FNV Franco-Nevada Corporation | ▲ Add | +6.3% | $134.97M |
| NVO Novo Nordisk A/S | ▲ Add | +4.9% | $131.44M |
| LOW Lowe's Companies, Inc. | ▲ Add | +1.3% | $182.63M |
| LPLA LPL Financial Holdings Inc. | ▲ Add | +1.6% | $184.08M |
| NSC Norfolk Southern Corporation | ▲ Add | +8.5% | $77.06M |
| MSFT Microsoft Corporation | ▲ Add | +0.9% | $275.59M |
| MRSH Marsh & McLennan Companies… | ▲ Add | +0.8% | $152.16M |
| CSX CSX Corporation | ▲ Add | +338.5% | $10.12M |
| UNP Union Pacific Corporation | ▲ Add | +30.3% | $29.97M |
| TMO Thermo Fisher Scientific Inc. | ▲ Add | +12.6% | $27.06M |
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.