StreetAlpha
13F holdings · Q3 2026 · well known fund

Markel Group

Tom Gayner · Glen Allen, VA · files as Markel Group Inc.
Holdings as of Sep 30, 2026Filed Oct 30, 2026Next filing due Feb 15, 2027CIK 1096343

Markel Group reported 145 stocks worth $12.8B in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are GOOG (7.3%), BRK.A (6.5%) and BRK.B (5.9%). Compared with Q2 2026, the fund added to HD, DIS and WSO, trimmed DE, GOOGL and META and sold out of XOM and BRO.

Reported value$12.8B−2.2% vs last quarter
Stocks held14517 new · 2 sold out
Top 5 weight28.2%spread out
Turnover2%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
GOOG
Alphabet Inc
$937M7.3%2.7MNo change8 of 8
2
BRK.A
Berkshire Hathaway Inc Dclass A
$832M6.5%1,114No change8 of 8
3
BRK.B
Berkshire Hathaway Inc Del
$763M5.9%1.5MNo change8 of 8
4
DE
Deere & Co
$578M4.5%861K−17K (−2%)8 of 8
5
AMZN
Amazon Com Inc
$506M3.9%2MNo change8 of 8
6
BN
Brookfield Corp Fclass A
$477M3.7%13.1MNo change8 of 8
7
AAPL
Apple Inc
$409M3.2%1.2MNo change8 of 8
8
ADI
Analog Devices Inc
$397M3.1%1000KNo change8 of 8
9
V
Visa Inc
$364M2.8%1MNo change8 of 8
10
GS
Goldman Sachs Group Inc
$324M2.5%359KNo change8 of 8
🔒 135 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
XOM
Exxon Mobil Corp
$7.7M56K
BRO
Brown & Brown Inc
$898K14K

Reported value

last 8 quarters
$11.3BQ4 '24
$11.3BQ1 '25
$11.8BQ2 '25
$12.3BQ3 '25
$12.5BQ4 '25
$11.9BQ1 '26
$13.1BQ2 '26
$12.8BQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 30, 202613F-HRQ3 2026SEC filing ↗

Other superinvestors

All hedge fund holdings →

Markel Group 13F FAQ

What does Markel Group own?

Markel Group reported 145 stocks worth $12.8B in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are GOOG (7.3%), BRK.A (6.5%) and BRK.B (5.9%). The table above lists every position in the filing (the top 10 without an account).

What did Markel Group buy and sell in Q3 2026?

Compared with Q2 2026: 17 new positions, 27 added to, 8 trimmed and 2 sold out. It sold all of XOM and BRO.

When will Markel Group file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Markel Group's portfolio worth?

The Q3 2026 filing reports $12.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.