Portfolio diff
Markel Group
Q1 2026 ⇄ Q2 2026
+3Added
−2Removed
27Resized
100Unchanged
Added (Q2 2026)
| Security | Value | Shares |
|---|---|---|
| ZTS ZOETIS INC | $4.76M | 66.19K |
| NFLX NETFLIX INC. | $2.86M | 40.00K |
| UFPI UFP INDUSTRIES INC | $362,960 | 4.00K |
Removed (was held in Q1 2026)
| Security | Value then | Shares then |
|---|---|---|
| SMG SCOTTS MIRACLE-GRO CO | $10.22M | 168.00K |
| UNH UNITEDHEALTH GROUP INC | $5.06M | 18.70K |
Resized positions
| Security | Q1 2026 shares | Q2 2026 shares | Change |
|---|---|---|---|
| WY WEYERHAEUSER CO | 17.50K | 120.00K | +585.7% |
| MELI MERCADOLIBRE INC | 5.45K | 24.00K | +340.4% |
| EPD ENTERPRISE PRODS… | 202.00K | 569.00K | +181.7% |
| CP CANADIAN PACIFIC KANSAS… | 59.50K | 73.00K | +22.7% |
| XONA.DE EXXON MOBIL CORP | 47.00K | 56.10K | +19.4% |
| APD AIR PRODUCTS AND… | 75.50K | 88.50K | +17.2% |
| CMCSA COMCAST CORP NEW | 961.88K | 802.07K | -16.6% |
| OTIS OTIS WORLDWIDE CORP | 114.62K | 133.62K | +16.6% |
| CSX CSX CORP | 530.00K | 584.50K | +10.3% |
| FNV FRANCO NEV CORP | 708.50K | 773.50K | +9.2% |
| TMO THERMO FISHER… | 67.10K | 73.10K | +8.9% |
| UNP UNION PAC CORP | 150.28K | 161.03K | +7.2% |
| MAR MARRIOTT INTL INC NEW | 93.75K | 99.50K | +6.1% |
| META META PLATFORMS INC | 248.30K | 234.16K | -5.7% |
| FERG FERGUSON ENTERPRISES INC | 170.70K | 180.20K | +5.6% |
| LIN LINDE PLC | 204.60K | 215.60K | +5.4% |
| TSN TYSON FOODS INC | 889.50K | 913.50K | +2.7% |
| WSO WATSCO INC | 582.17K | 597.75K | +2.7% |
| HCA HCA HEALTHCARE INC | 82.43K | 84.37K | +2.3% |
| ADI ANALOG DEVICES INC | 1.02M | 999.67K | -2.3% |
| LOW LOWES COS INC | 738.48K | 751.98K | +1.8% |
| ROL ROLLINS INC | 1.50M | 1.52M | +1.2% |
| SUNB SUNBELT RENTALS… | 963.36K | 974.36K | +1.1% |
| V VISA INC | 1.00M | 1.01M | +1.0% |
| SCHW SCHWAB CHARLES CORP | 1.38M | 1.39M | +0.8% |
| HD HOME DEPOT INC | 920.00K | 922.50K | +0.3% |
| NVR NVR INC | 12.09K | 12.10K | +0.1% |
Raw share-count comparison between the two selected quarters (as reported; splits between distant quarters are not adjusted here — the quarterly change tabs on the manager page are split-adjusted). Common-stock positions with mapped tickers only.
Provenance: Both snapshots come from the manager's parsed 13F information tables (latest accepted versions).
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