DOSSIER · 13F-HR · Q1 2026

MARKEL GROUP INC.

$11.9B in tracked AUM across 205 positions as of Q1 2026. Managed by Tom Gayner

MG
CIK 0001096343 · last filed Mar 31, 2026
Total AUM
$11.9B
as of Q1 2026
Holdings
205
positions
Whale Score
66
66
tracked
Activity
no data
changes this Q
AI Analysis · Q1 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

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BRK/A
BERKSHIRE HATHAWAY INC DEL
$800M1K6.7%
02
GOOG
ALPHABET INC
$789M2.7M6.6%
03
BRK/B
BERKSHIRE HATHAWAY INC DEL
$734M1.5M6.1%
04
BN
BROOKFIELD CORP
$529M13.1M4.4%
05
DE
DEERE & CO
$495M878K4.1%
06
AMZN
AMAZON COM INC
$423M2.0M3.5%
07
ADI
ANALOG DEVICES INC
$326M1.0M2.7%
08
AAPL
APPLE INC
$311M1.2M2.6%
09
GS
GOLDMAN SACHS GROUP INC
$304M359K2.5%
10
V
VISA INC
$304M1.0M2.5%

Filing history

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
2023Q2Jun 30
$8.4B 6.9%
226 positionsLocked
Showing 12 of 64