sec filings
Markel Group
Tom Gayner · period Tue 30 Jun 2026 · filed Fri 31 Jul 2026 · $13.13B
| Stock | Change | Value | Shares | |
|---|---|---|---|---|
| GOOG ALPHABET INC | 7.4% | Same | $971.61M | 2,749,860 |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 6.4% | Same | $834.22M | 1,114 |
| BRK.B BERKSHIRE HATHAWAY INC DEL | 5.8% | Same | $766.58M | 1,531,971 |
| DE DEERE & CO | 4.2% | Same | $556.88M | 877,900 |
| BN BROOKFIELD CORP | 4.2% | Same | $556.81M | 13,073,609 |
| AMZN AMAZON COM INC | 3.7% | Same | $484.01M | 2,030,760 |
| ADI ANALOG DEVICES INC | 3.0% | Trimmed -2% | $397.04M | 999,671 |
| GS GOLDMAN SACHS GROUP INC | 2.8% | Same | $363.45M | 359,360 |
| AAPL APPLE INC | 2.7% | Same | $355.13M | 1,227,290 |
| CAT CATERPILLAR INC | 2.7% | Same | $349.98M | 328,650 |
| V VISA INC | 2.6% | Added +1% | $347.86M | 1,013,912 |
| HD HOME DEPOT INC | 2.5% | Added | $325.35M | 922,500 |
| WSO WATSCO INC | 1.9% | Added +3% | $249.10M | 597,750 |
| TXN TEXAS INSTRS INC | 1.6% | Same | $215.80M | 724,000 |
| BLK BLACKROCK INC | 1.6% | Same | $211.74M | 220,200 |
| GOOGL ALPHABET INC | 1.6% | Same | $204.42M | 572,000 |
| MSFT MICROSOFT CORP | 1.5% | Same | $200.55M | 537,630 |
| DIS DISNEY WALT CO | 1.5% | Same | $195.55M | 2,031,665 |
| AXP AMERICAN EXPRESS CO | 1.3% | Same | $165.89M | 490,450 |
| LOW LOWES COS INC | 1.3% | Added +2% | $165.80M | 751,980 |
| PGR PROGRESSIVE CORP | 1.3% | Same | $164.66M | 753,750 |
| FNV FRANCO NEV CORP | 1.2% | Added +9% | $161.23M | 773,500 |
| LPLA LPL FINL HLDGS INC | 1.2% | Same | $157.73M | 559,951 |
| JNJ JOHNSON & JOHNSON | 1.2% | Same | $155.12M | 610,800 |
| BX BLACKSTONE INC | 1.1% | Same | $144.62M | 1,229,000 |
| RLI RLI CORP | 1.1% | Same | $141.45M | 2,394,544 |
| GD GENERAL DYNAMICS CORP | 1.1% | Same | $138.51M | 391,000 |
| NVO NOVO-NORDISK A S | 1.0% | Same | $137.58M | 2,869,774 |
| KKR KKR & CO INC | 1.0% | Same | $133.25M | 1,451,800 |
| META META PLATFORMS INC | 1.0% | Trimmed -6% | $131.90M | 234,163 |
| SCHW SCHWAB CHARLES CORP | 1.0% | Added +1% | $128.70M | 1,394,800 |
| MRSH MARSH & MCLENNAN COS INC | 1.0% | Same | $127.25M | 763,500 |
| APO APOLLO GLOBAL MGMT INC | 0.9% | Same | $119.79M | 1,012,500 |
| ADM ARCHER DANIELS MIDLAND CO | 0.9% | Same | $115.04M | 1,505,800 |
| LIN LINDE PLC | 0.9% | Added +5% | $111.88M | 215,600 |
| DEO DIAGEO PLC | 0.8% | Same | $110.30M | 1,372,208 |
| MA MASTERCARD INCORPORATED | 0.8% | Same | $106.59M | 207,540 |
| DG DOLLAR GEN CORP | 0.8% | Same | $100.06M | 869,250 |
| BAM BROOKFIELD ASSET MANAGMT LTD | 0.7% | Same | $98.40M | 2,193,953 |
| HEI.A HEICO CORP NEW | 0.7% | Same | $97.91M | 379,644 |
| MCO MOODYS CORP | 0.7% | Same | $96.88M | 213,890 |
| ODFL OLD DOMINION FREIGHT LINE IN | 0.7% | Same | $92.95M | 429,150 |
| NSC NORFOLK SOUTHN CORP | 0.7% | Same | $88.87M | 282,500 |
| ITW ILLINOIS TOOL WKS INC | 0.7% | Same | $88.58M | 327,500 |
| JPM JPMORGAN CHASE & CO | 0.6% | Same | $82.67M | 252,550 |
| NVR NVR INC | 0.6% | Added | $82.42M | 12,097 |
| MSCI MSCI INC | 0.6% | Same | $80.00M | 142,850 |
| ROK ROCKWELL AUTOMATION INC | 0.6% | Same | $76.69M | 154,900 |
| ECL ECOLAB INC | 0.6% | Same | $76.42M | 274,300 |
| SUNB SUNBELT RENTALS HOLDINGS INC | 0.6% | Added +1% | $72.89M | 974,361 |
| SBUX STARBUCKS CORP | 0.5% | Same | $63.75M | 623,818 |
| ROL ROLLINS INC | 0.5% | Added +1% | $63.30M | 1,516,525 |
| THG HANOVER INS GROUP INC | 0.5% | Same | $60.17M | 281,000 |
| ITIC INVESTORS TITLE CO NC | 0.4% | Same | $58.38M | 213,300 |
| CG CARLYLE GROUP INC | 0.4% | Same | $55.88M | 1,327,000 |
| TSN TYSON FOODS INC | 0.4% | Added +3% | $52.30M | 913,500 |
| SPGI S&P GLOBAL INC | 0.4% | Same | $47.93M | 117,690 |
| AON AON PLC | 0.3% | Same | $45.04M | 135,800 |
| UNP UNION PAC CORP | 0.3% | Added +7% | $43.80M | 161,028 |
| FERG FERGUSON ENTERPRISES INC | 0.3% | Added +6% | $42.77M | 180,200 |
| RTX RTX CORPORATION | 0.3% | Same | $42.50M | 224,000 |
| CSCO CISCO SYS INC | 0.3% | Same | $41.76M | 355,500 |
| MELI MERCADOLIBRE INC | 0.3% | Added +340% | $40.74M | 24,000 |
| YUM YUM BRANDS INC | 0.3% | Same | $39.20M | 245,213 |
| MAR MARRIOTT INTL INC NEW | 0.3% | Added +6% | $36.87M | 99,500 |
| ALL ALLSTATE CORP | 0.3% | Same | $36.77M | 154,550 |
| TMO THERMO FISHER SCIENTIFIC INC | 0.3% | Added +9% | $36.65M | 73,100 |
| COST COSTCO WHOLESALE CORPORATION | 0.3% | Same | $36.62M | 39,150 |
| HGTY HAGERTY INC | 0.3% | Same | $35.90M | 3,108,000 |
| TROW PRICE T ROWE GROUP INC | 0.3% | Same | $35.70M | 314,000 |
| URI UNITED RENTALS INC | 0.3% | Same | $35.29M | 31,150 |
| ABNB AIRBNB INC | 0.3% | Same | $34.69M | 242,389 |
| LMT LOCKHEED MARTIN CORP | 0.3% | Same | $33.22M | 65,213 |
| HCA HCA HEALTHCARE INC | 0.3% | Added +2% | $32.89M | 84,366 |
| SHW SHERWIN WILLIAMS CO | 0.2% | Same | $32.43M | 94,172 |
| FDS FACTSET RESH SYS INC | 0.2% | Same | $31.15M | 135,376 |
| LAMR LAMAR ADVERTISING CO | 0.2% | Same | $30.10M | 193,000 |
| VRSK VERISK ANALYTICS INC | 0.2% | Same | $28.00M | 155,950 |
| CSX CSX CORP | 0.2% | Added +10% | $27.78M | 584,500 |
| AMAT APPLIED MATLS INC | 0.2% | Same | $26.28M | 36,350 |
| APD AIR PRODUCTS AND CHEMICALS I | 0.2% | Added +17% | $25.95M | 88,500 |
| FIX COMFORT SYS USA INC | 0.2% | Same | $25.77M | 13,000 |
| CCK CROWN HLDGS INC | 0.2% | Same | $24.60M | 220,000 |
| BF.A BROWN FORMAN CORP | 0.2% | Same | $23.06M | 843,000 |
| RNR RENAISSANCERE HLDGS LTD | 0.2% | Same | $22.18M | 70,000 |
| EPD ENTERPRISE PRODS PARTNERS L | 0.2% | Added +182% | $20.92M | 569,000 |
| PM PHILIP MORRIS INTL INC | 0.2% | Same | $20.71M | 114,500 |
| ACN ACCENTURE PLC IRELAND | 0.2% | Same | $19.84M | 159,400 |
| CMCSA COMCAST CORP NEW | 0.1% | Trimmed -17% | $19.69M | 802,074 |
| HXL HEXCEL CORP NEW | 0.1% | Same | $18.91M | 189,000 |
| NKE NIKE INC | 0.1% | Same | $18.37M | 447,400 |
| COF CAPITAL ONE FINL CORP | 0.1% | Same | $18.26M | 91,000 |
| BNY BANK NEW YORK MELLON CORP | 0.1% | Same | $18.00M | 124,500 |
| CARR CARRIER GLOBAL CORPORATION | 0.1% | Same | $17.24M | 235,000 |
| WFC WELLS FARGO & CO | 0.1% | Same | $16.90M | 204,450 |
| SEIC SEI INVTS CO | 0.1% | Same | $15.19M | 173,200 |
| PAYX PAYCHEX INC | 0.1% | Same | $14.75M | 150,000 |
| HSY HERSHEY CO | 0.1% | Same | $13.16M | 75,000 |
| PEP PEPSICO INC | 0.1% | Same | $13.03M | 96,210 |
| BF.B BROWN FORMAN CORP | 0.1% | Same | $12.64M | 474,187 |
| SPOT SPOTIFY TECHNOLOGY S A | 0.1% | Same | $11.89M | 25,900 |
| SHOP SHOPIFY INC | 0.1% | Same | $11.73M | 102,750 |
| EFX EQUIFAX INC | 0.1% | Same | $11.56M | 72,850 |
| CME CME GROUP INC | 0.1% | Same | $10.99M | 49,750 |
| CBOE CBOE GLOBAL MKTS INC | 0.1% | Same | $10.60M | 43,700 |
| UBER UBER TECHNOLOGIES INC | 0.1% | Same | $10.28M | 142,500 |
| OTIS OTIS WORLDWIDE CORP | 0.1% | Added +17% | $9.57M | 133,620 |
| IQV IQVIA HLDGS INC | 0.1% | Same | $9.06M | 46,900 |
| HII HUNTINGTON INGALLS INDS INC | 0.1% | Same | $7.70M | 27,500 |
| EXXON MOBIL CORP | 0.1% | Added +19% | $7.67M | 56,100 |
| NSP INSPERITY INC | 0.1% | Same | $7.49M | 181,336 |
| KMX CARMAX INC | 0.1% | Same | $7.22M | 136,500 |
| SONY SONY GROUP CORP | 0.1% | Same | $6.72M | 335,000 |
| CNI CANADIAN NATL RY CO | 0.0% | Same | $6.38M | 53,500 |
| CP CANADIAN PACIFIC KANSAS CITY | 0.0% | Added +23% | $6.33M | 73,000 |
| GHC GRAHAM HLDGS CO | 0.0% | Same | $5.94M | 5,200 |
| EMN EASTMAN CHEM CO | 0.0% | Same | $5.02M | 74,950 |
| ZTS ZOETIS INC | 0.0% | New | $4.76M | 66,195 |
| BC BRUNSWICK CORP | 0.0% | Same | $4.32M | 51,250 |
| WRB BERKLEY W R CORP | 0.0% | Same | $4.28M | 60,750 |
| MGM MGM RESORTS INTERNATIONAL | 0.0% | Same | $4.18M | 87,500 |
| AYI ACUITY INC | 0.0% | Same | $3.67M | 9,750 |
| ICE INTERCONTINENTAL EXCHANGE IN | 0.0% | Same | $3.55M | 28,870 |
| EXP EAGLE MATLS INC | 0.0% | Same | $3.32M | 14,750 |
| WY WEYERHAEUSER CO | 0.0% | Added +586% | $2.87M | 120,000 |
| NFLX NETFLIX INC. | 0.0% | New | $2.86M | 40,000 |
| SYY SYSCO CORP | 0.0% | Same | $2.55M | 30,500 |
| DPZ DOMINOS PIZZA INC | 0.0% | Same | $1.63M | 5,500 |
| BRO BROWN & BROWN INC | 0.0% | Same | $898,100 | 14,000 |
| UFPI UFP INDUSTRIES INC | 0.0% | New | $362,960 | 4,000 |