मैनेजर रिकॉर्ड · ✦ क्यूरेटेड

Markel Group

Insurance holding company · Glen Allen, VA · CIK 1096343 · EDGAR फाइलिंग ↗

Buffett-style equity book inside an insurer.

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 अंतर ⇄

$13.13Bरिपोर्ट किया गया 13F मूल्य

205स्थितियाँ

42.9%टॉप-10 वेट

37.10प्रभावी होल्डिंग्स

1.3%अनु. टर्नओवर

+3नया

−2एग्जिट

रिपोर्ट किया गया 13F पोर्टफोलियो मूल्य केवल अमेरिकी रिपोर्टयोग्य लॉन्ग पोजीशन को कवर करता है — नकद, बॉन्ड, शॉर्ट या गैर-अमेरिकी होल्डिंग्स नहीं। यह प्रबंधन के अधीन संपत्ति नहीं है।

तिमाही के अनुसार रिपोर्ट किया गया मूल्य Q2 2024 → Q2 2026

सेक्टर एक्सपोजर

वित्तीय सेवाएँ 40.6% (-1.8pp)

इंडस्ट्रियल्स 17.1% (+0.9pp)

संचार सेवाएँ 11.8% (+0.6pp)

उपभोक्ता चक्रीय 10.2% (+0.1pp)

प्रौद्योगिकी 10.1% (+0.8pp)

उपभोक्ता रक्षात्मक 3.7% (-0.3pp)

बेसिक मटेरियल 3.2% (-0.3pp)

हेल्थकेयर 2.9% (+0.0pp)

रियल एस्टेट 0.3% (+0.1pp)

ऊर्जा 0.2% (+0.1pp)

रिपोर्ट किए गए कॉमन-इक्विटी मूल्य की हिस्सेदारी; पिछली तिमाही की तुलना में (±pp)।

पोर्टफोलियो · Q2 2026

#	सिक्योरिटी	वेट	वैल्यू	शेयर	Δ शेयर		होल्ड किया गया
1	GOOG Alphabet Inc.	7.4%	$971.61M	2.75M	0.0%	Held	9+
2	BRK-A Berkshire Hathaway Inc.	6.4%	$834.22M	1.11K	0.0%	Held	9+
3	BRK-B Berkshire Hathaway Inc.	5.8%	$766.58M	1.53M	0.0%	Held	9+
4	DE Deere & Company	4.2%	$556.88M	877.90K	0.0%	Held	9+
5	BN Brookfield Corporation	4.2%	$556.81M	13.07M	0.0%	Held	9+
6	AMZN Amazon.com, Inc.	3.7%	$484.01M	2.03M	0.0%	Held	9+
7	ADI Analog Devices, Inc.	3.0%	$397.04M	999.67K	-2.3%	▼ Trim	9+
8	GS The Goldman Sachs Group…	2.8%	$363.45M	359.36K	0.0%	Held	9+
9	AAPL Apple Inc.	2.7%	$355.13M	1.23M	0.0%	Held	9+
10	CAT Caterpillar Inc.	2.7%	$349.98M	328.65K	0.0%	Held	9+
11	V Visa Inc.	2.6%	$347.86M	1.01M	+0.9%	▲ Add	9+
12	HD The Home Depot, Inc.	2.5%	$325.35M	922.50K	+0.3%	▲ Add	9+
13	WSO Watsco, Inc.	1.9%	$249.10M	597.75K	+2.7%	▲ Add	9+
14	TXN Texas Instruments…	1.6%	$215.80M	724.00K	0.0%	Held	9+
15	BLK BlackRock, Inc.	1.6%	$211.74M	220.20K	0.0%	Held	9+
16	GOOGL Alphabet Inc.	1.6%	$204.42M	572.00K	0.0%	Held	9+
17	MSFT Microsoft Corporation	1.5%	$200.55M	537.63K	0.0%	Held	9+
18	DIS The Walt Disney Company	1.5%	$195.55M	2.03M	0.0%	Held	9+
19	AXP American Express Company	1.3%	$165.89M	490.45K	0.0%	Held	9+
20	LOW Lowe's Companies, Inc.	1.3%	$165.80M	751.98K	+1.8%	▲ Add	9+
21	PGR The Progressive Corporation	1.3%	$164.66M	753.75K	0.0%	Held	9+
22	FNV Franco-Nevada Corporation	1.2%	$161.23M	773.50K	+9.2%	▲ Add	9+
23	LPLA LPL Financial Holdings Inc.	1.2%	$157.73M	559.95K	0.0%	Held	9+
24	JNJ Johnson & Johnson	1.2%	$155.12M	610.80K	0.0%	Held	9+
25	BX Blackstone Inc.	1.1%	$144.62M	1.23M	0.0%	Held	9+
26	RLI RLI Corp.	1.1%	$141.45M	2.39M	0.0%	Held	9+
27	GD General Dynamics Corporation	1.1%	$138.51M	391.00K	0.0%	Held	9+
28	NVO Novo Nordisk A/S	1.0%	$137.58M	2.87M	0.0%	Held	9+
29	KKR KKR & Co. Inc.	1.0%	$133.25M	1.45M	0.0%	Held	9+
30	META Meta Platforms, Inc.	1.0%	$131.90M	234.16K	-5.7%	▼ Trim	9+
31	SCHW The Charles Schwab…	1.0%	$128.70M	1.39M	+0.8%	▲ Add	9+
32	MRSH Marsh & McLennan Companies…	1.0%	$127.25M	763.50K	0.0%	Held	9+
33	APO Apollo Global Management…	0.9%	$119.79M	1.01M	0.0%	Held	9+
34	ADM Archer-Daniels-Midland…	0.9%	$115.04M	1.51M	0.0%	Held	9+
35	LIN Linde plc	0.9%	$111.88M	215.60K	+5.4%	▲ Add	9+
36	DEO Diageo plc	0.8%	$110.30M	1.37M	0.0%	Held	9+
37	MA Mastercard Incorporated	0.8%	$106.59M	207.54K	0.0%	Held	9+
38	DG Dollar General Corporation	0.8%	$100.06M	869.25K	0.0%	Held	9+
39	BAM Brookfield Asset Management…	0.7%	$98.40M	2.19M	0.0%	Held	9+
40	HEI-A HEICO Corporation	0.7%	$97.91M	379.64K	0.0%	Held	9+
41	MCO Moody's Corporation	0.7%	$96.88M	213.89K	0.0%	Held	9+
42	ODFL Old Dominion Freight Line…	0.7%	$92.95M	429.15K	0.0%	Held	9+
43	NSC Norfolk Southern Corporation	0.7%	$88.87M	282.50K	0.0%	Held	9+
44	ITW Illinois Tool Works Inc.	0.7%	$88.58M	327.50K	0.0%	Held	9+
45	JPM JPMorgan Chase & Co.	0.6%	$82.67M	252.55K	0.0%	Held	9+
46	NVR NVR, Inc.	0.6%	$82.42M	12.10K	+0.1%	▲ Add	9+
47	MSCI MSCI Inc.	0.6%	$80.00M	142.85K	0.0%	Held	9+
48	ROK Rockwell Automation, Inc.	0.6%	$76.69M	154.90K	0.0%	Held	9+
49	ECL Ecolab Inc.	0.6%	$76.42M	274.30K	0.0%	Held	9+
50	SUNB Sunbelt Rentals Holdings Inc	0.6%	$72.89M	974.36K	+1.1%	▲ Add	2
51	SBUX Starbucks Corporation	0.5%	$63.75M	623.82K	0.0%	Held	9+
52	ROL Rollins, Inc.	0.5%	$63.30M	1.52M	+1.2%	▲ Add	9+
53	THG The Hanover Insurance…	0.5%	$60.17M	281.00K	0.0%	Held	9+
54	ITIC INVESTORS TITLE CO NC	0.4%	$58.38M	213.30K	0.0%	Held	9+
55	CG The Carlyle Group Inc.	0.4%	$55.88M	1.33M	0.0%	Held	9+
56	TSN Tyson Foods, Inc.	0.4%	$52.30M	913.50K	+2.7%	▲ Add	9+
57	SPGI S&P Global Inc.	0.4%	$47.93M	117.69K	0.0%	Held	9+
58	AON Aon plc	0.3%	$45.04M	135.80K	0.0%	Held	9+
59	UNP Union Pacific Corporation	0.3%	$43.80M	161.03K	+7.2%	▲ Add	9+
60	FERG Ferguson plc	0.3%	$42.77M	180.20K	+5.6%	▲ Add	8
61	RTX RTX Corporation	0.3%	$42.50M	224.00K	0.0%	Held	9+
62	CSCO Cisco Systems, Inc.	0.3%	$41.76M	355.50K	0.0%	Held	9+
63	MELI MercadoLibre, Inc.	0.3%	$40.74M	24.00K	+340.4%	▲ Add	2
64	YUM Yum! Brands, Inc.	0.3%	$39.20M	245.21K	0.0%	Held	9+
65	MAR Marriott International, Inc.	0.3%	$36.87M	99.50K	+6.1%	▲ Add	9+
66	ALL The Allstate Corporation	0.3%	$36.77M	154.55K	0.0%	Held	9+
67	TMO Thermo Fisher Scientific…	0.3%	$36.65M	73.10K	+8.9%	▲ Add	9+
68	COST Costco Wholesale Corporation	0.3%	$36.62M	39.15K	0.0%	Held	9+
69	HGTY Hagerty, Inc.	0.3%	$35.90M	3.11M	0.0%	Held	9+
70	TROW T. Rowe Price Group, Inc.	0.3%	$35.70M	314.00K	0.0%	Held	9+
71	URI United Rentals, Inc.	0.3%	$35.29M	31.15K	0.0%	Held	9+
72	ABNB Airbnb, Inc.	0.3%	$34.69M	242.39K	0.0%	Held	8
73	LMT Lockheed Martin Corporation	0.3%	$33.22M	65.21K	0.0%	Held	9+
74	HCA HCA Healthcare, Inc.	0.3%	$32.89M	84.37K	+2.4%	▲ Add	9+
75	SHW The Sherwin-Williams Company	0.2%	$32.43M	94.17K	0.0%	Held	9+
76	FDS FactSet Research Systems…	0.2%	$31.15M	135.38K	0.0%	Held	9+
77	LAMR Lamar Advertising Company	0.2%	$30.10M	193.00K	0.0%	Held	9+
78	VRSK Verisk Analytics, Inc.	0.2%	$28.00M	155.95K	0.0%	Held	9+
79	CSX CSX Corporation	0.2%	$27.78M	584.50K	+10.3%	▲ Add	5
80	AMAT Applied Materials, Inc.	0.2%	$26.28M	36.35K	0.0%	Held	5
81	APD Air Products and Chemicals…	0.2%	$25.95M	88.50K	+17.2%	▲ Add	9+
82	FIX Comfort Systems USA, Inc.	0.2%	$25.77M	13.00K	0.0%	Held	9+
83	CCK Crown Holdings, Inc.	0.2%	$24.60M	220.00K	0.0%	Held	9+
84	BF-A BROWN FORMAN CORP	0.2%	$23.06M	843.00K	0.0%	Held	9+
85	RNR RenaissanceRe Holdings Ltd.	0.2%	$22.18M	70.00K	0.0%	Held	9+
86	EPD Enterprise Products…	0.2%	$20.92M	569.00K	+181.7%	▲ Add	2
87	PM Philip Morris International…	0.2%	$20.71M	114.50K	0.0%	Held	9+
88	ACN Accenture plc	0.2%	$19.84M	159.40K	0.0%	Held	9+
89	CMCSA Comcast Corporation	0.1%	$19.69M	802.07K	-16.6%	▼ Trim	9+
90	HXL Hexcel Corporation	0.1%	$18.91M	189.00K	0.0%	Held	9+
91	NKE NIKE, Inc.	0.1%	$18.37M	447.40K	0.0%	Held	9+
92	COF Capital One Financial…	0.1%	$18.26M	91.00K	0.0%	Held	9+
93	BNY Bank of New York Mellon Corp	0.1%	$18.00M	124.50K	0.0%	Held	9+
94	CARR Carrier Global Corporation	0.1%	$17.24M	235.00K	0.0%	Held	9+
95	WFC Wells Fargo & Company	0.1%	$16.90M	204.45K	0.0%	Held	9+
96	SEIC SEI Investments Company	0.1%	$15.19M	173.20K	0.0%	Held	9+
97	PAYX Paychex, Inc.	0.1%	$14.75M	150.00K	0.0%	Held	9+
98	HSY The Hershey Company	0.1%	$13.16M	75.00K	0.0%	Held	9+
99	PEP PepsiCo, Inc.	0.1%	$13.03M	96.21K	0.0%	Held	9+
100	BF-B Brown-Forman Corporation	0.1%	$12.64M	474.19K	0.0%	Held	9+
101	SPOT Spotify Technology S.A.	0.1%	$11.89M	25.90K	0.0%	Held	9+
102	SHOP Shopify Inc.	0.1%	$11.73M	102.75K	0.0%	Held	9+
103	EFX Equifax Inc.	0.1%	$11.56M	72.85K	0.0%	Held	9+
104	CME CME Group Inc.	0.1%	$10.99M	49.75K	0.0%	Held	7
105	CBOE Cboe Global Markets, Inc.	0.1%	$10.60M	43.70K	0.0%	Held	6
106	UBER Uber Technologies, Inc.	0.1%	$10.28M	142.50K	0.0%	Held	9+
107	OTIS Otis Worldwide Corporation	0.1%	$9.57M	133.62K	+16.6%	▲ Add	9+
108	IQV IQVIA Holdings Inc.	0.1%	$9.06M	46.90K	0.0%	Held	9+
109	HII Huntington Ingalls…	0.1%	$7.70M	27.50K	0.0%	Held	7
110	XONA.DE Exxon Mobil Corporation	0.1%	$7.67M	56.10K	+19.4%	▲ Add	4
111	NSP Insperity, Inc.	0.1%	$7.49M	181.34K	0.0%	Held	9+
112	KMX CarMax, Inc.	0.1%	$7.22M	136.50K	0.0%	Held	9+
113	SONY Sony Group Corporation	0.1%	$6.72M	335.00K	0.0%	Held	9+
114	CNI Canadian National Railway…	0.0%	$6.38M	53.50K	0.0%	Held	4
115	CP Canadian Pacific Kansas…	0.0%	$6.33M	73.00K	+22.7%	▲ Add	4
116	GHC Graham Holdings Company	0.0%	$5.94M	5.20K	0.0%	Held	9+
117	EMN Eastman Chemical Company	0.0%	$5.02M	74.95K	0.0%	Held	9+
118	ZTS Zoetis Inc.	0.0%	$4.76M	66.19K	नया	New	1
119	BC Brunswick Corporation	0.0%	$4.32M	51.25K	0.0%	Held	8
120	WRB W. R. Berkley Corporation	0.0%	$4.28M	60.75K	0.0%	Held	9+
121	MGM MGM Resorts International	0.0%	$4.18M	87.50K	0.0%	Held	7
122	AYI Acuity Brands, Inc.	0.0%	$3.67M	9.75K	0.0%	Held	7
123	ICE Intercontinental Exchange…	0.0%	$3.55M	28.87K	0.0%	Held	9+
124	EXP Eagle Materials Inc.	0.0%	$3.32M	14.75K	0.0%	Held	6
125	WY Weyerhaeuser Company	0.0%	$2.87M	120.00K	+585.7%	▲ Add	2
126	NFLX Netflix, Inc.	0.0%	$2.86M	40.00K	नया	New	1
127	SYY Sysco Corporation	0.0%	$2.55M	30.50K	0.0%	Held	6
128	DPZ Domino's Pizza, Inc.	0.0%	$1.63M	5.50K	0.0%	Held	8
129	BRO Brown & Brown, Inc.	0.0%	$898,100	14.00K	0.0%	Held	3
130	UFPI UFP Industries, Inc.	0.0%	$362,960	4.00K	नया	New	1

केवल कॉमन-स्टॉक (SH) पोज़िशन; ऑप्शन लाइनें Options टैब में हैं और कभी नेट नहीं की जातीं। ✂ = स्प्लिट-समायोजित पूर्व शेयरों के विरुद्ध गणना किया गया परिवर्तन। "Held N+" = हमारी विंडो में प्रत्येक तिमाही में रखा गया, संभवतः उससे भी अधिक समय तक।

सिक्योरिटी	शेयर	पूर्व	परिवर्तन	वैल्यू	वेट
ZTS Zoetis Inc.	66.19K	—	नया	$4.76M	0.0%
NFLX Netflix, Inc.	40.00K	—	नया	$2.86M	0.0%
UFPI UFP Industries, Inc.	4.00K	—	नया	$362,960	0.0%

सिक्योरिटी	शेयर	पूर्व	परिवर्तन	वैल्यू	वेट	स्ट्रीक
V Visa Inc.	1.01M	1.00M	+0.9%	$347.86M	2.6%	●●○○○○
HD The Home Depot, Inc.	922.50K	920.00K	+0.3%	$325.35M	2.5%
WSO Watsco, Inc.	597.75K	582.17K	+2.7%	$249.10M	1.9%	●●●○○○
FNV Franco-Nevada…	773.50K	708.50K	+9.2%	$161.23M	1.2%	●●●●●●
LOW Lowe's Companies, Inc.	751.98K	738.48K	+1.8%	$165.80M	1.3%	●●●●●●
SCHW The Charles Schwab…	1.39M	1.38M	+0.8%	$128.70M	1.0%	●●●○○○
LIN Linde plc	215.60K	204.60K	+5.4%	$111.88M	0.9%	●●●●●●
NVR NVR, Inc.	12.10K	12.09K	+0.1%	$82.42M	0.6%	●●●○○○
ROL Rollins, Inc.	1.52M	1.50M	+1.2%	$63.30M	0.5%	●●●●●○
SUNB Sunbelt Rentals…	974.36K	963.36K	+1.1%	$72.89M	0.6%	●●○○○○
TSN Tyson Foods, Inc.	913.50K	889.50K	+2.7%	$52.30M	0.4%	●●●●●○
UNP Union Pacific…	161.03K	150.28K	+7.2%	$43.80M	0.3%	●●●●●○
FERG Ferguson plc	180.20K	170.70K	+5.6%	$42.77M	0.3%	●●●●●●
MELI MercadoLibre, Inc.	24.00K	5.45K	+340.4%	$40.74M	0.3%	●●○○○○
HCA HCA Healthcare, Inc.	84.37K	82.43K	+2.4%	$32.89M	0.3%	●●●●●●
MAR Marriott International…	99.50K	93.75K	+6.1%	$36.87M	0.3%	●●●●●●
TMO Thermo Fisher…	73.10K	67.10K	+8.9%	$36.65M	0.3%	●●●●●●
CSX CSX Corporation	584.50K	530.00K	+10.3%	$27.78M	0.2%	●●●●●○
APD Air Products and…	88.50K	75.50K	+17.2%	$25.95M	0.2%	●●●○○○
EPD Enterprise Products…	569.00K	202.00K	+181.7%	$20.92M	0.2%	●●○○○○
OTIS Otis Worldwide…	133.62K	114.62K	+16.6%	$9.57M	0.1%
XONA.DE Exxon Mobil Corporation	56.10K	47.00K	+19.4%	$7.67M	0.1%	●●●●○○
CP Canadian Pacific Kansas…	73.00K	59.50K	+22.7%	$6.33M	0.0%	●●●●○○
WY Weyerhaeuser Company	120.00K	17.50K	+585.7%	$2.87M	0.0%	●●○○○○

सिक्योरिटी	शेयर	पूर्व	परिवर्तन	वैल्यू	वेट
ADI Analog Devices, Inc.	999.67K	1.02M	-2.3%	$397.04M	3.0%
META Meta Platforms, Inc.	234.16K	248.30K	-5.7%	$131.90M	1.0%
CMCSA Comcast Corporation	802.07K	961.88K	-16.6%	$19.69M	0.1%

सिक्योरिटी	शेयर	पूर्व	परिवर्तन	वैल्यू	वेट	स्ट्रीक
SMG The Scotts Miracle-Gro…	—	168.00K	एग्जिट	$10.22M	0.1%
UNH UnitedHealth Group…	—	18.70K	एग्जिट	$5.06M	0.0%

स्थिति की आयु

30–1 तिमाहियाँ

82–4 तिमाहियाँ

135–8 तिमाहियाँ

1069+ तिमाहियाँ

लगातार तिमाहियाँ जिनमें प्रत्येक वर्तमान पोज़िशन हमारी डेटा विंडो के भीतर रिपोर्ट की गई है।

समान मैनेजर

मैनेजर	सामान्य पोज़िशन	नाम ओवरलैप	वेटेड सिमिलैरिटी
First Manhattan Co. Llc.	88	11.3%	0.5431	तुलना करें ⇄
Fayez Sarofim & Co	77	21.9%	0.4651	तुलना करें ⇄
Blair William & Co/Il	121	6.2%	0.4471	तुलना करें ⇄
Baird Financial Group, Inc.	115	6.0%	0.443	तुलना करें ⇄
Neuberger Berman Group LLC	129	5.7%	0.4397	तुलना करें ⇄
Chevy Chase Trust Holdings, LLC	102	15.1%	0.4098	तुलना करें ⇄
Brown Advisory Inc	118	8.2%	0.4098	तुलना करें ⇄
Aberdeen Group plc	102	10.7%	0.4012	तुलना करें ⇄

केवल रिपोर्ट किए गए लॉन्ग की समानता — हेज और गैर-13F संपत्तियां अदृश्य हैं। कार्यप्रणाली

फाइलिंग रिकॉर्ड

Jul 31 2026 13F-HR · अवधि Q2 2026

$13.13B · 205 सूचीबद्ध होल्डिंग्स · मूल SEC फाइलिंग देखें ↗

May 01 2026 13F-HR · अवधि Q1 2026

$11.94B · 205 सूचीबद्ध होल्डिंग्स · मूल SEC फाइलिंग देखें ↗

Feb 06 2026 13F-HR · अवधि Q4 2025

$12.54B · 205 सूचीबद्ध होल्डिंग्स · मूल SEC फाइलिंग देखें ↗

Oct 31 2025 13F-HR · अवधि Q3 2025

$12.32B · 208 सूचीबद्ध होल्डिंग्स · मूल SEC फाइलिंग देखें ↗

Aug 01 2025 13F-HR · अवधि Q2 2025

$11.83B · 218 सूचीबद्ध होल्डिंग्स · मूल SEC फाइलिंग देखें ↗

May 02 2025 13F-HR · अवधि Q1 2025

$11.26B · 217 सूचीबद्ध होल्डिंग्स · मूल SEC फाइलिंग देखें ↗

Feb 07 2025 13F-HR · अवधि Q4 2024

$11.34B · 214 सूचीबद्ध होल्डिंग्स · मूल SEC फाइलिंग देखें ↗

Nov 01 2024 13F-HR · अवधि Q3 2024

$11.11B · 216 सूचीबद्ध होल्डिंग्स · मूल SEC फाइलिंग देखें ↗

Aug 02 2024 13F-HR · अवधि Q2 2024

$10.17B · 222 सूचीबद्ध होल्डिंग्स · मूल SEC फाइलिंग देखें ↗

स्रोत: SEC EDGAR पर इस मैनेजर की 13F इन्फॉर्मेशन टेबल से पार्स की गई सभी होल्डिंग; मूल्य जैसा रिपोर्ट किया गया, पूर्ण USD में। परिवर्तन प्रत्येक तिमाही के नवीनतम स्वीकृत संस्करण (संशोधन सम्मिलित) की स्प्लिट-समायोजित शेयर संख्या से तुलना करते हैं। रिपोर्टिंग अवधि: Q2 2026 · नवीनतम फाइलिंग Jul 31, 2026 · परिवर्तन पद्धति

☆ Markel Group

Markel Group