DOSSIER · 13F-HR · Q2 2026

MARKEL GROUP INC.

$13.1B in tracked AUM across 205 positions as of Q2 2026. Managed by Tom Gayner

MG
CIK 0001096343 · last filed Jun 30, 2026
Total AUM
$13.1B
as of Q2 2026
Holdings
205
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

MARKEL GROUP INC. reported $11.9B in 13F holdings for the quarter ending 2026-03-31, concentrated in financial services with leading positions in BRK/A, GOOG, BRK/B. Notable moves this quarter: MSFT INCREASED ($-60.1M); V INCREASED ($-46.9M). 1 new positions initiated, 1 closed out, reflecting 51 total changes from the prior quarter.

MARKEL GROUP INC. entered 2026-03-31 with $11.9B in reported 13F holdings, placing it among the institution's recent AUM range. The portfolio maintains a financial services tilt, with the top five positions accounting for a meaningful share of the overall book.

Top Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOG
ALPHABET INC
$972M2.7M7.4%
02
BRK/A
BERKSHIRE HATHAWAY INC DEL
$834M1K6.4%
03
BRK/B
BERKSHIRE HATHAWAY INC DEL
$767M1.5M5.8%
04
DE
DEERE & CO
$557M878K4.2%
05
BN
BROOKFIELD CORP
$557M13.1M4.2%
06
AMZN
AMAZON COM INC
$484M2.0M3.7%
07
ADI
ANALOG DEVICES INC
$397M1000K3.0%
08
GS
GOLDMAN SACHS GROUP INC
$363M359K2.8%
09
AAPL
APPLE INC
$355M1.2M2.7%
10
CAT
CATERPILLAR INC
$350M329K2.7%

Filing history

2026Q2Jun 30
$13.1B 10.0%
205 positionsView →
2026Q1Mar 31
$11.9B 4.8%
205 positionsView →
2025Q4Dec 31
$12.5B 1.8%
205 positionsView →
2025Q3Sep 30
$12.3B 4.2%
208 positionsView →
2025Q2Jun 30
$11.8B 5.0%
218 positionsLocked
2025Q1Mar 31
$11.3B 0.7%
217 positionsLocked
2024Q4Dec 31
$11.3B 2.1%
214 positionsLocked
2024Q3Sep 30
$11.1B 9.3%
216 positionsLocked
2024Q2Jun 30
$10.2B 0.3%
222 positionsLocked
2024Q1Mar 31
$10.1B 10.2%
219 positionsLocked
2023Q4Dec 31
$9.2B 11.0%
216 positionsLocked
2023Q3Sep 30
$8.3B 1.4%
226 positionsLocked
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