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MARKEL GROUP INC.

GLEN ALLEN, VA · CIK 0001096343

Portfolio Value: $11.26B
Positions: 135
Period: 2025-03-31
Filed: 2025-05-02
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016

Portfolio Value

$11.26B

Positions

135

New

3

Increased

41

Decreased

1

Sold Out

157

MARKEL GROUP INC. Q1 2025 13F Filing Summary

MARKEL GROUP INC. (GLEN ALLEN, VA) reported a portfolio value of $11.26B across 135 positions in their Q1 2025 SEC 13F filing (period ending 2025-03-31). Top holdings include BRK-B ($889.46M), BRK-B ($815.90M), BN ($456.79M). The top 10 positions account for 41.3% of the portfolio. This quarter saw 3 new positions, 41 increases, 1 reductions, 157 complete exits. Notable new buys: KT ($1.36M), EXP ($776.75K), SYY ($675.36K). Notable exits: AMT, BLK, DNB.

All Holdings

#StockValue↓WeightChange
1
BRK-BBERKSHIRE HATHAWAY INC DEL
CL A
$889.46M
7.90%
-
2
BRK-BBERKSHIRE HATHAWAY INC DEL
CL B NEW
$815.90M
7.25%
-
3
BNBROOKFIELD CORP
CL A LTD VT SH
$456.79M
4.06%
-
4
GOOGALPHABET INC
CAP STK CL C
$429.61M
3.81%
-
5
DEDEERE & CO
COM
$411.95M
3.66%
+0.3%
6
AMZNAMAZON COM INC
COM
$386.37M
3.43%
-
7
VVISA INC
COM CL A
$350.21M
3.11%
-
8
HDHOME DEPOT INC
COM
$337.17M
2.99%
-
9
WSOWATSCO INC
COM
$300.15M
2.67%
-
10
AAPLAPPLE INC
COM
$272.62M
2.42%
-
11
ADIANALOG DEVICES INC
COM
$235.48M
2.09%
-
12
PGRPROGRESSIVE CORP
COM
$213.32M
1.89%
-
13
BLKBLACKROCK INC
COM
$208.41M
1.85%
-
14
DISDISNEY WALT CO
COM
$200.53M
1.78%
-
15
GSGOLDMAN SACHS GROUP INC
COM
$196.31M
1.74%
-
16
MSFTMICROSOFT CORP
COM
$196.23M
1.74%
+0.6%
17
RLIRLI CORP
COM
$192.35M
1.71%
+100.0%
18
NNBRMARSH & MCLENNAN COS INC
COM
$181.44M
1.61%
+1.1%
19
LPLALPL FINL HLDGS INC
COM
$176.36M
1.57%
+1.3%
20
BXBLACKSTONE INC
COM
$171.79M
1.53%
-
21
KKRKKR & CO INC
COM
$167.84M
1.49%
-
22
LOWLOWES COS INC
COM
$165.18M
1.47%
+1.0%
23
METAMETA PLATFORMS INC
CL A
$161.43M
1.43%
+0.6%
24
NVONOVO-NORDISK A S
ADR
$149.30M
1.33%
-
25
DEODIAGEO PLC
SPON ADR NEW
$143.22M
1.27%
-
26
APOAPOLLO GLOBAL MGMT INC
COM
$138.65M
1.23%
-
27
AXPAMERICAN EXPRESS CO
COM
$130.29M
1.16%
-
28
TXNTEXAS INSTRS INC
COM
$130.10M
1.16%
-
29
MAMASTERCARD INCORPORATED
CL A
$113.76M
1.01%
-
30
CATCATERPILLAR INC
COM
$108.19M
0.96%
+1.0%
31
SCHWSCHWAB CHARLES CORP
COM
$106.84M
0.95%
+0.1%
32
GDGENERAL DYNAMICS CORP
COM
$106.58M
0.95%
-
33
BNBROOKFIELD ASSET MANAGMT LTD
CL A LMT VTG SHS
$106.30M
0.94%
-
34
JNJJOHNSON & JOHNSON
COM
$101.30M
0.90%
-
35
MCOMOODYS CORP
COM
$99.61M
0.88%
-
36
GOOGLALPHABET INC
CAP STK CL A
$86.13M
0.76%
+0.4%
37
NVRNVR INC
COM
$86.09M
0.76%
+0.6%
38
LINLINDE PLC
SHS
$84.28M
0.75%
+7.7%
39
FNVFRANCO NEV CORP
COM
$82.76M
0.73%
+8.7%
40
ITWILLINOIS TOOL WKS INC
COM
$81.22M
0.72%
-
41
MSCIMSCI INC
COM
$80.78M
0.72%
-
42
HEIHEICO CORP NEW
CL A
$80.09M
0.71%
-
43
ROLROLLINS INC
COM
$79.01M
0.70%
-
44
SPGIS&P GLOBAL INC
COM
$76.57M
0.68%
-
45
DGDOLLAR GEN CORP NEW
COM
$76.43M
0.68%
+4.0%
46
ADMARCHER DANIELS MIDLAND CO
COM
$74.48M
0.66%
+5.2%
47
ECLECOLAB INC
COM
$69.54M
0.62%
-
48
JPMJPMORGAN CHASE & CO.
COM
$61.95M
0.55%
-
49
SBUXSTARBUCKS CORP
COM
$61.19M
0.54%
+1.1%
50
CGCARLYLE GROUP INC
COM
$57.84M
0.51%
-
Showing 1-50 of 135

Position Changes

StockValueShares
KTCBOE GLOBAL MKTS INC
$1.36M6,000
EXPEAGLE MATLS INC
$776.75K3,500
SYYSYSCO CORP
$675.36K9,000