Markel Group

Tom Gayner · Insurers · notable · $11.9B reported 13(f) long value · filed as MARKEL GROUP INC. · latest quarter 2026-06-30 · CIK 1096343 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $11.9B
ALL retained default holdings for this (filer, period), including NULL-value ones: 205
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 4
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 3

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:12848` · issuer key `iss:1921` COM CL A	ADD	−$46.9M	+5,046	$350M	$304M	999,285	1,004,331
position key `pos:17199` · issuer key `iss:1948` COM	ADD	+$17.1M	+4,500	$195M	$212M	577,669	582,169
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$60.1M	+1,950	$259M	$199M	535,680	537,630
position key `pos:10483` · issuer key `iss:777` COM	ADD	+$33.4M	+25,000	$142M	$175M	683,500	708,500
position key `pos:16172` · issuer key `iss:1141` COM	ADD	−$2.6M	+4,000	$177M	$174M	734,480	738,480
position key `pos:11849` · issuer key `iss:104` COM	ADD	−$32.4M	+1,950	$181M	$148M	488,500	490,450
position key `pos:15708` · issuer key `iss:1187` COM	ADD	−$8.9M	+1,750	$141M	$132M	761,750	763,500
position key `pos:16131` · issuer key `iss:1632` COM	ADD	−$7.4M	+8,000	$137M	$130M	1,375,800	1,383,800
position key `pos:15594` · issuer key `iss:574` SPON ADR NEW	ADD	−$16.2M	+500	$118M	$102M	1,371,708	1,372,208
position key `pos:12681` · issuer key `iss:2154` SHS	ADD	+$16.1M	+4,500	$85.3M	$101M	200,100	204,600
position key `pos:10426` · issuer key `iss:1352` COM	ADD	+$17.7M	+7,500	$66.1M	$83.9M	421,650	429,150
position key `pos:12525` · issuer key `iss:1319` COM	ADD	+$2.1M	+9,000	$79.0M	$81.1M	273,500	282,500
position key `pos:11941` · issuer key `iss:1573` COM	ADD	−$9.4M	+9,000	$89.4M	$80.0M	1,489,025	1,498,025
position key `pos:18081` · issuer key `iss:1268` COM	ADD	−$7.9M	+80	$87.6M	$79.7M	12,007	12,087
position key `pos:17783` · issuer key `iss:1730` SHS	NEW	+$62.7M	+963,361	$0	$62.7M	—	963,361
position key `pos:14515` · issuer key `iss:1838` CL A	ADD	+$5.1M	+5,000	$51.8M	$57.0M	884,500	889,500
position key `pos:15495` · issuer key `iss:1590` COM	TRIM	−$28.7M	−33,000	$78.7M	$50.1M	150,690	117,690
position key `pos:14354` · issuer key `iss:2031` SHS CL A	ADD	−$3.5M	+1,750	$47.3M	$43.8M	134,050	135,800
position key `pos:17897` · issuer key `iss:729` COMMON STOCK NEW	ADD	+$3.4M	+7,200	$36.4M	$39.8M	163,500	170,700
position key `pos:17173` · issuer key `iss:1138` COM	ADD	+$8.2M	+700	$31.2M	$39.4M	64,513	65,213
position key `pos:16411` · issuer key `iss:865` COM	ADD	+$1.3M	+1,750	$37.7M	$39.0M	80,680	82,430
position key `pos:13408` · issuer key `iss:2003` COM	ADD	+$3.9M	+18,762	$34.3M	$38.1M	226,451	245,213
position key `pos:14191` · issuer key `iss:1855` COM	ADD	+$3.8M	+9,000	$32.7M	$36.5M	141,278	150,278
position key `pos:15125` · issuer key `iss:1798` COM	ADD	−$3.4M	+4,300	$36.4M	$33.0M	62,800	67,100
position key `pos:13801` · issuer key `iss:1188` CL A	ADD	+$2.8M	+4,000	$27.8M	$30.7M	89,750	93,750
position key `pos:11979` · issuer key `iss:57` COM CL A	ADD	−$2.0M	+2,100	$32.6M	$30.6M	240,289	242,389
position key `pos:16294` · issuer key `iss:721` COM	ADD	−$6.0M	+13,503	$35.4M	$29.4M	121,873	135,376
position key `pos:18125` · issuer key `iss:1092` CL A	ADD	+$1.0M	+8,000	$23.4M	$24.4M	185,000	193,000
position key `pos:11786` · issuer key `iss:539` COM	ADD	+$225K	+8,000	$21.8M	$22.1M	212,000	220,000
position key `pos:16525` · issuer key `iss:58` COM	ADD	+$4.3M	+4,000	$17.7M	$21.9M	71,500	75,500
position key `pos:16667` · issuer key `iss:362` COM	ADD	+$5.8M	+90,000	$16.0M	$21.8M	440,000	530,000
position key `pos:15485` · issuer key `iss:903` COM	ADD	+$3.3M	+7,500	$12.3M	$15.6M	67,500	75,000
position key `pos:18104` · issuer key `iss:233` COM	ADD	+$665K	+3,000	$14.1M	$14.8M	121,500	124,500
position key `pos:15442` · issuer key `iss:356` COM	ADD	+$2.2M	+4,000	$12.5M	$14.7M	45,750	49,750
position key `pos:14157` · issuer key `iss:149` COM	ADD	+$3.7M	+2,250	$8.8M	$12.4M	34,100	36,350
position key `pos:11182` · issuer key `iss:347` COM	ADD	+$1.8M	+1,950	$10.5M	$12.3M	41,750	43,700
position key `pos:17366` · issuer key `iss:932` COM	ADD	+$1.8M	+2,000	$8.7M	$10.4M	25,500	27,500
position key `pos:12696` · issuer key `iss:1845` COM	ADD	−$1.2M	+2,500	$11.4M	$10.3M	140,000	142,500
position key `pos:10534` · issuer key `iss:1213` COM	NEW	+$9.4M	+5,450	$0	$9.4M	—	5,450
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$3.4M	+9,000	$4.6M	$8.0M	38,000	47,000
position key `pos:13340` · issuer key `iss:666` COM	NEW	+$7.6M	+202,000	$0	$7.6M	—	202,000
position key `pos:17128` · issuer key `iss:385` COM	ADD	+$1.1M	+9,000	$4.4M	$5.5M	44,500	53,500
position key `pos:16115` · issuer key `iss:1869` COM	TRIM	−$3.7M	−7,800	$8.7M	$5.1M	26,500	18,700
position key `pos:14644` · issuer key `iss:976` COM	ADD	−$1.0M	+28,463	$5.9M	$4.9M	152,873	181,336
position key `pos:10423` · issuer key `iss:387` COM	ADD	+$962K	+9,000	$3.7M	$4.7M	50,500	59,500
position key `pos:16825` · issuer key `iss:987` COM	ADD	+$1.2M	+8,000	$3.4M	$4.5M	20,870	28,870
position key `pos:15799` · issuer key `iss:335` COM	ADD	+$184K	+3,500	$3.5M	$3.7M	47,750	51,250
position key `pos:16135` · issuer key `iss:332` COM	ADD	+$36.2K	+3,000	$877K	$913K	11,000	14,000
position key `pos:14929` · issuer key `iss:1967` COM NEW	NEW	+$428K	+17,500	$0	$428K	—	17,500
position key `pos:12676` · issuer key `iss:445` COM	EXIT‡e	−$11.0M	−115,500	$11.0M	$0	115,500	—
position key `pos:15823` · issuer key `iss:1815` COM	EXIT‡e	−$172K	−2,000	$172K	$0	2,000	—
position key `pos:16347` · issuer key `iss:1759` COM	EXIT‡e	−$13.0M	−133,000	$13.0M	$0	133,000	—

Flags: no row carries a flag.

1–20 of the 52 changes on this page

Mark-to-market only (no share change) · 80

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11020` · issuer key `iss:255` CL A	NO CHANGE	−$40.8M	$841M	$800M	1,114	1,114
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	NO CHANGE	−$74.1M	$863M	$789M	2,749,860	2,749,860
position key `pos:11205` · issuer key `iss:255` CL B NEW	NO CHANGE	−$35.9M	$770M	$734M	1,531,971	1,531,971
position key `pos:14637` · issuer key `iss:326` CL A LTD VT SH	NO CHANGE	−$70.9M	$600M	$529M	13,073,609	13,073,609
position key `pos:13471` · issuer key `iss:562` COM	NO CHANGE	+$85.8M	$409M	$495M	877,900	877,900
position key `pos:14175` · issuer key `iss:95` COM	NO CHANGE	−$45.8M	$469M	$423M	2,030,760	2,030,760
position key `pos:14307` · issuer key `iss:127` COM	NO CHANGE	+$48.0M	$278M	$326M	1,023,245	1,023,245
position key `pos:13215` · issuer key `iss:144` COM	NO CHANGE	−$22.2M	$334M	$311M	1,227,290	1,227,290
position key `pos:11938` · issuer key `iss:834` COM	NO CHANGE	−$11.9M	$316M	$304M	359,360	359,360
position key `pos:10715` · issuer key `iss:916` COM	NO CHANGE	−$14.0M	$317M	$303M	920,000	920,000
position key `pos:13432` · issuer key `iss:411` COM	NO CHANGE	+$44.6M	$188M	$233M	328,650	328,650
position key `pos:11610` · issuer key `iss:287` COM	NO CHANGE	−$23.9M	$236M	$212M	220,200	220,200
position key `pos:17095` · issuer key `iss:588` COM	NO CHANGE	−$35.3M	$231M	$196M	2,031,665	2,031,665
position key `pos:15633` · issuer key `iss:1086` COM	NO CHANGE	−$31.5M	$200M	$168M	559,951	559,951
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	NO CHANGE	−$14.6M	$179M	$164M	572,000	572,000
position key `pos:11683` · issuer key `iss:1491` COM	NO CHANGE	−$22.2M	$172M	$149M	753,750	753,750
position key `pos:13599` · issuer key `iss:1035` COM	NO CHANGE	+$22.9M	$126M	$149M	610,800	610,800
position key `pos:11390` · issuer key `iss:720` CL A	NO CHANGE	−$21.8M	$164M	$142M	248,303	248,303
position key `pos:15622` · issuer key `iss:282` COM	NO CHANGE	−$48.1M	$189M	$141M	1,229,000	1,229,000
position key `pos:16841` · issuer key `iss:1791` COM	NO CHANGE	+$15.0M	$126M	$141M	724,000	724,000
position key `pos:12673` · issuer key `iss:1515` COM	NO CHANGE	−$16.6M	$153M	$137M	2,394,544	2,394,544
position key `pos:11361` · issuer key `iss:1042` COM	NO CHANGE	−$50.8M	$185M	$134M	1,451,800	1,451,800
position key `pos:17281` · issuer key `iss:809` COM	NO CHANGE	+$2.6M	$132M	$134M	391,000	391,000
position key `pos:10606` · issuer key `iss:141` COM	NO CHANGE	−$33.8M	$147M	$113M	1,012,500	1,012,500
position key `pos:12014` · issuer key `iss:157` COM	NO CHANGE	+$22.9M	$86.6M	$109M	1,505,800	1,505,800
position key `pos:16839` · issuer key `iss:1330` ADR	NO CHANGE	−$40.5M	$146M	$105M	2,869,774	2,869,774
position key `pos:14206` · issuer key `iss:1193` CL A	NO CHANGE	−$14.8M	$118M	$104M	207,540	207,540
position key `pos:17124` · issuer key `iss:593` COM	NO CHANGE	−$12.2M	$115M	$103M	869,250	869,250
position key `pos:10732` · issuer key `iss:329` CL A LMT VTG SHS	NO CHANGE	−$17.4M	$115M	$97.5M	2,193,953	2,193,953
position key `pos:16504` · issuer key `iss:1251` COM	NO CHANGE	−$16.0M	$109M	$93.3M	213,890	213,890
position key `pos:15592` · issuer key `iss:954` COM	NO CHANGE	+$4.6M	$80.7M	$85.2M	327,500	327,500
position key `pos:11056` · issuer key `iss:896` CL A	NO CHANGE	−$15.7M	$95.8M	$80.1M	379,644	379,644
position key `pos:16004` · issuer key `iss:1161` COM	NO CHANGE	−$5.0M	$82.0M	$77.0M	142,850	142,850
position key `pos:18039` · issuer key `iss:1025` COM	NO CHANGE	−$7.1M	$81.4M	$74.3M	252,550	252,550
position key `pos:16716` · issuer key `iss:633` COM	NO CHANGE	+$960K	$72.0M	$73.0M	274,300	274,300
position key `pos:10185` · issuer key `iss:399` COM	NO CHANGE	−$14.2M	$78.4M	$64.2M	1,327,000	1,327,000
position key `pos:16012` · issuer key `iss:1713` COM	NO CHANGE	+$3.4M	$52.5M	$55.9M	623,818	623,818
position key `pos:10904` · issuer key `iss:1569` COM	NO CHANGE	−$4.7M	$60.3M	$55.6M	154,900	154,900
position key `pos:10525` · issuer key `iss:878` COM	NO CHANGE	−$2.6M	$51.4M	$48.7M	281,000	281,000
position key `pos:11768` · issuer key `iss:1001` COM	NO CHANGE	−$6.9M	$53.2M	$46.4M	213,300	213,300
position key `pos:15626` · issuer key `iss:1529` COM	NO CHANGE	+$2.1M	$41.1M	$43.2M	224,000	224,000
position key `pos:12030` · issuer key `iss:525` COM	NO CHANGE	+$5.2M	$33.8M	$39.0M	39,150	39,150
position key `pos:16205` · issuer key `iss:870` CL A COM	NO CHANGE	−$9.0M	$41.8M	$32.7M	3,108,000	3,108,000
position key `pos:15445` · issuer key `iss:84` COM	NO CHANGE	−$125K	$32.2M	$32.0M	154,550	154,550
position key `pos:17429` · issuer key `iss:2052` SHS CLASS A	NO CHANGE	−$11.2M	$42.8M	$31.6M	159,400	159,400
position key `pos:13768` · issuer key `iss:1651` COM	NO CHANGE	−$328K	$30.5M	$30.2M	94,172	94,172
position key `pos:16768` · issuer key `iss:1903` COM	NO CHANGE	−$5.3M	$34.9M	$29.6M	155,950	155,950
position key `pos:12159` · issuer key `iss:1478` COM	NO CHANGE	−$3.8M	$32.1M	$28.3M	314,000	314,000
position key `pos:15119` · issuer key `iss:489` CL A	NO CHANGE	−$1.1M	$28.8M	$27.6M	961,880	961,880
position key `pos:11944` · issuer key `iss:454` COM	NO CHANGE	+$199K	$27.4M	$27.6M	355,500	355,500
position key `pos:13891` · issuer key `iss:1313` CL B	NO CHANGE	−$4.9M	$28.5M	$23.6M	447,400	447,400
position key `pos:16286` · issuer key `iss:1862` COM	NO CHANGE	−$2.5M	$25.2M	$22.7M	31,150	31,150
position key `pos:10438` · issuer key `iss:333` CL A	NO CHANGE	+$405K	$22.2M	$22.6M	843,000	843,000
position key `pos:17934` · issuer key `iss:2195` COM	NO CHANGE	+$1.1M	$19.7M	$20.8M	70,000	70,000
position key `pos:15198` · issuer key `iss:1445` COM	NO CHANGE	+$566K	$18.4M	$18.9M	114,500	114,500
position key `pos:17974` · issuer key `iss:488` COM	NO CHANGE	+$5.8M	$12.1M	$17.9M	13,000	13,000
position key `pos:16278` · issuer key `iss:390` COM	NO CHANGE	−$5.5M	$22.1M	$16.6M	91,000	91,000
position key `pos:11688` · issuer key `iss:1955` COM	NO CHANGE	−$2.8M	$19.1M	$16.3M	204,450	204,450
position key `pos:13174` · issuer key `iss:907` COM	NO CHANGE	+$1.3M	$14.0M	$15.3M	189,000	189,000
position key `pos:13833` · issuer key `iss:1435` COM	NO CHANGE	+$1.1M	$13.8M	$14.9M	96,210	96,210
position key `pos:14282` · issuer key `iss:1417` COM	NO CHANGE	−$3.0M	$16.8M	$13.8M	150,000	150,000
position key `pos:17903` · issuer key `iss:1592` COM	NO CHANGE	−$615K	$14.2M	$13.6M	173,200	173,200
position key `pos:11584` · issuer key `iss:403` COM	NO CHANGE	+$815K	$12.4M	$13.2M	235,000	235,000
position key `pos:10587` · issuer key `iss:672` COM	NO CHANGE	−$2.7M	$15.8M	$13.1M	72,850	72,850
position key `pos:11788` · issuer key `iss:2269` SHS	NO CHANGE	−$2.5M	$15.0M	$12.6M	25,900	25,900
position key `pos:16509` · issuer key `iss:333` CL B	NO CHANGE	+$180K	$12.4M	$12.5M	474,187	474,187
position key `pos:18191` · issuer key `iss:1654` CL A SUB VTG SHS	NO CHANGE	−$4.4M	$16.5M	$12.2M	102,750	102,750
position key `pos:15190` · issuer key `iss:1635` CL A	NO CHANGE	+$413K	$9.8M	$10.2M	168,000	168,000
position key `pos:14318` · issuer key `iss:1382` COM	NO CHANGE	−$1.2M	$10.0M	$8.8M	114,620	114,620
position key `pos:16495` · issuer key `iss:1005` COM	NO CHANGE	−$2.6M	$10.6M	$8.0M	46,900	46,900
position key `pos:12450` · issuer key `iss:1693` SPONSORED ADR	NO CHANGE	−$1.6M	$8.6M	$6.9M	335,000	335,000
position key `pos:18045` · issuer key `iss:630` COM	NO CHANGE	+$936K	$4.8M	$5.7M	74,950	74,950
position key `pos:12416` · issuer key `iss:398` COM	NO CHANGE	+$401K	$5.3M	$5.7M	136,500	136,500
position key `pos:16314` · issuer key `iss:842` COM CL B	NO CHANGE	−$215K	$5.7M	$5.5M	5,200	5,200
position key `pos:10602` · issuer key `iss:254` COM	NO CHANGE	−$233K	$4.3M	$4.0M	60,750	60,750
position key `pos:14971` · issuer key `iss:1153` COM	NO CHANGE	+$45.5K	$3.2M	$3.2M	87,500	87,500
position key `pos:14260` · issuer key `iss:625` COM	NO CHANGE	−$254K	$3.0M	$2.8M	14,750	14,750
position key `pos:10933` · issuer key `iss:35` COM	NO CHANGE	−$778K	$3.5M	$2.7M	9,750	9,750
position key `pos:15818` · issuer key `iss:1742` COM	NO CHANGE	−$72.0K	$2.2M	$2.2M	30,500	30,500
position key `pos:14895` · issuer key `iss:596` COM	NO CHANGE	−$319K	$2.3M	$2.0M	5,500	5,500

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 126 issuers · $11.9B disclosed value over 205 rows · 0 undisclosed-value rows

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this build publishes the selected quarter and the one before it, so a displayed change can be inspected on both sides

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL

2 positions · 4 reported rows

Rows MARKEL GROUP INC. reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$529M	1,104,460
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$424M	590
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$376M	524
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$205M	427,511

$1.5B

1,533,085

12.8%

ALPHABET INC

2 positions · 4 reported rows

Rows MARKEL GROUP INC. reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$704M	2,452,630
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$144M	500,000
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$85.3M	297,230
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$20.7M	72,000

$953M

3,321,860

8.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROOKFIELD CORP

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for BROOKFIELD CORP, as it reported them
BROOKFIELD CORP · CL A LTD VT SH CUSIP — src ↗	$337M	8,315,403
BROOKFIELD CORP · CL A LTD VT SH CUSIP — src ↗	$193M	4,758,206

$529M

13,073,609

4.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DEERE & CO · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$495M

877,900

4.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for AMAZON COM INC, as it reported them
AMAZON COM INC · COM CUSIP — src ↗	$392M	1,882,328
AMAZON COM INC · COM CUSIP — src ↗	$30.9M	148,432

$423M

2,030,760

3.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for ANALOG DEVICES INC, as it reported them
ANALOG DEVICES INC · COM CUSIP — src ↗	$322M	1,013,245
ANALOG DEVICES INC · COM CUSIP — src ↗	$3.2M	10,000

$326M

1,023,245

2.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for APPLE INC, as it reported them
APPLE INC · COM CUSIP — src ↗	$299M	1,179,090
APPLE INC · COM CUSIP — src ↗	$12.2M	48,200

$311M

1,227,290

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for GOLDMAN SACHS GROUP INC, as it reported them
GOLDMAN SACHS GROUP INC · COM CUSIP — src ↗	$284M	335,710
GOLDMAN SACHS GROUP INC · COM CUSIP — src ↗	$20.0M	23,650

$304M

359,360

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for VISA INC, as it reported them
VISA INC · COM CL A CUSIP — src ↗	$281M	928,181
VISA INC · COM CL A CUSIP — src ↗	$23.0M	76,150

$304M

1,004,331

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for HOME DEPOT INC, as it reported them
HOME DEPOT INC · COM CUSIP — src ↗	$212M	643,094
HOME DEPOT INC · COM CUSIP — src ↗	$91.1M	276,906

$303M

920,000

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for CATERPILLAR INC, as it reported them
CATERPILLAR INC · COM CUSIP — src ↗	$226M	318,649
CATERPILLAR INC · COM CUSIP — src ↗	$7.1M	10,001

$233M

328,650

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WATSCO INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for WATSCO INC, as it reported them
WATSCO INC · COM CUSIP — src ↗	$197M	540,569
WATSCO INC · COM CUSIP — src ↗	$15.1M	41,600

$212M

582,169

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKROCK INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for BLACKROCK INC, as it reported them
BLACKROCK INC · COM CUSIP — src ↗	$200M	208,200
BLACKROCK INC · COM CUSIP — src ↗	$11.5M	12,000

$212M

220,200

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for MICROSOFT CORP, as it reported them
MICROSOFT CORP · COM CUSIP — src ↗	$190M	514,011
MICROSOFT CORP · COM CUSIP — src ↗	$8.7M	23,619

$199M

537,630

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for DISNEY WALT CO, as it reported them
DISNEY WALT CO · COM CUSIP — src ↗	$152M	1,577,428
DISNEY WALT CO · COM CUSIP — src ↗	$43.8M	454,237

$196M

2,031,665

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FRANCO NEV CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$175M

708,500

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for LOWES COS INC, as it reported them
LOWES COS INC · COM CUSIP — src ↗	$160M	676,732
LOWES COS INC · COM CUSIP — src ↗	$14.6M	61,748

$174M

738,480

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LPL FINL HLDGS INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for LPL FINL HLDGS INC, as it reported them
LPL FINL HLDGS INC · COM CUSIP — src ↗	$168M	557,662
LPL FINL HLDGS INC · COM CUSIP — src ↗	$689K	2,289

$168M

559,951

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROGRESSIVE CORP

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for PROGRESSIVE CORP, as it reported them
PROGRESSIVE CORP · COM CUSIP — src ↗	$138M	693,750
PROGRESSIVE CORP · COM CUSIP — src ↗	$11.9M	60,000

$149M

753,750

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for JOHNSON & JOHNSON, as it reported them
JOHNSON & JOHNSON · COM CUSIP — src ↗	$143M	584,085
JOHNSON & JOHNSON · COM CUSIP — src ↗	$6.5M	26,715

$149M

610,800

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for AMERICAN EXPRESS CO, as it reported them
AMERICAN EXPRESS CO · COM CUSIP — src ↗	$145M	480,450
AMERICAN EXPRESS CO · COM CUSIP — src ↗	$3.0M	10,000

$148M

490,450

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for META PLATFORMS INC, as it reported them
META PLATFORMS INC · CL A CUSIP — src ↗	$130M	226,693
META PLATFORMS INC · CL A CUSIP — src ↗	$12.4M	21,610

$142M

248,303

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKSTONE INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for BLACKSTONE INC, as it reported them
BLACKSTONE INC · COM CUSIP — src ↗	$137M	1,194,500
BLACKSTONE INC · COM CUSIP — src ↗	$4.0M	34,500

$141M

1,229,000

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEXAS INSTRS INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for TEXAS INSTRS INC, as it reported them
TEXAS INSTRS INC · COM CUSIP — src ↗	$141M	723,999
TEXAS INSTRS INC · COM CUSIP — src ↗	$194	1

$141M

724,000

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RLI CORP

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for RLI CORP, as it reported them
RLI CORP · COM CUSIP — src ↗	$126M	2,201,594
RLI CORP · COM CUSIP — src ↗	$11.0M	192,950

$137M

2,394,544

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KKR & CO INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for KKR & CO INC, as it reported them
KKR & CO INC · COM CUSIP — src ↗	$133M	1,433,800
KKR & CO INC · COM CUSIP — src ↗	$1.7M	18,000

$134M

1,451,800

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENERAL DYNAMICS CORP

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for GENERAL DYNAMICS CORP, as it reported them
GENERAL DYNAMICS CORP · COM CUSIP — src ↗	$119M	347,000
GENERAL DYNAMICS CORP · COM CUSIP — src ↗	$15.1M	44,000

$134M

391,000

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARSH & MCLENNAN COS INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for MARSH & MCLENNAN COS INC, as it reported them
MARSH & MCLENNAN COS INC · COM CUSIP — src ↗	$129M	743,000
MARSH & MCLENNAN COS INC · COM CUSIP — src ↗	$3.6M	20,500

$132M

763,500

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for SCHWAB CHARLES CORP, as it reported them
SCHWAB CHARLES CORP · COM CUSIP — src ↗	$118M	1,254,800
SCHWAB CHARLES CORP · COM CUSIP — src ↗	$12.1M	129,000

$130M

1,383,800

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APOLLO GLOBAL MGMT INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for APOLLO GLOBAL MGMT INC, as it reported them
APOLLO GLOBAL MGMT INC · COM CUSIP — src ↗	$110M	990,000
APOLLO GLOBAL MGMT INC · COM CUSIP — src ↗	$2.5M	22,500

$113M

1,012,500

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARCHER DANIELS MIDLAND CO

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for ARCHER DANIELS MIDLAND CO, as it reported them
ARCHER DANIELS MIDLAND CO · COM CUSIP — src ↗	$97.0M	1,335,073
ARCHER DANIELS MIDLAND CO · COM CUSIP — src ↗	$12.4M	170,727

$109M

1,505,800

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NOVO-NORDISK A S

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for NOVO-NORDISK A S, as it reported them
NOVO-NORDISK A S · ADR CUSIP — src ↗	$61.7M	1,677,934
NOVO-NORDISK A S · ADR CUSIP — src ↗	$43.8M	1,191,840

$105M

2,869,774

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for MASTERCARD INCORPORATED, as it reported them
MASTERCARD INCORPORATED · CL A CUSIP — src ↗	$93.7M	187,556
MASTERCARD INCORPORATED · CL A CUSIP — src ↗	$10.0M	19,984

$104M

207,540

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DOLLAR GEN CORP NEW

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for DOLLAR GEN CORP NEW, as it reported them
DOLLAR GEN CORP NEW · COM CUSIP — src ↗	$103M	865,750
DOLLAR GEN CORP NEW · COM CUSIP — src ↗	$416K	3,500

$103M

869,250

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DIAGEO PLC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for DIAGEO PLC, as it reported them
DIAGEO PLC · SPON ADR NEW CUSIP — src ↗	$58.6M	786,894
DIAGEO PLC · SPON ADR NEW CUSIP — src ↗	$43.6M	585,314

$102M

1,372,208

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for LINDE PLC, as it reported them
LINDE PLC · SHS CUSIP — src ↗	$97.8M	197,200
LINDE PLC · SHS CUSIP — src ↗	$3.7M	7,400

$101M

204,600

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROOKFIELD ASSET MANAGMT LTD

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for BROOKFIELD ASSET MANAGMT LTD, as it reported them
BROOKFIELD ASSET MANAGMT LTD · CL A LMT VTG SHS CUSIP — src ↗	$55.1M	1,238,500
BROOKFIELD ASSET MANAGMT LTD · CL A LMT VTG SHS CUSIP — src ↗	$42.5M	955,453

$97.5M

2,193,953

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MOODYS CORP

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for MOODYS CORP, as it reported them
MOODYS CORP · COM CUSIP — src ↗	$84.1M	192,794
MOODYS CORP · COM CUSIP — src ↗	$9.2M	21,096

$93.3M

213,890

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ILLINOIS TOOL WKS INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for ILLINOIS TOOL WKS INC, as it reported them
ILLINOIS TOOL WKS INC · COM CUSIP — src ↗	$80.9M	310,649
ILLINOIS TOOL WKS INC · COM CUSIP — src ↗	$4.4M	16,851

$85.2M

327,500

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OLD DOMINION FREIGHT LINE IN

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for OLD DOMINION FREIGHT LINE IN, as it reported them
OLD DOMINION FREIGHT LINE IN · COM CUSIP — src ↗	$82.7M	423,150
OLD DOMINION FREIGHT LINE IN · COM CUSIP — src ↗	$1.2M	6,000

$83.9M

429,150

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NORFOLK SOUTHN CORP

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for NORFOLK SOUTHN CORP, as it reported them
NORFOLK SOUTHN CORP · COM CUSIP — src ↗	$72.8M	253,500
NORFOLK SOUTHN CORP · COM CUSIP — src ↗	$8.3M	29,000

$81.1M

282,500

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HEICO CORP NEW

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for HEICO CORP NEW, as it reported them
HEICO CORP NEW · CL A CUSIP — src ↗	$77.6M	367,442
HEICO CORP NEW · CL A CUSIP — src ↗	$2.6M	12,202

$80.1M

379,644

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROLLINS INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for ROLLINS INC, as it reported them
ROLLINS INC · COM CUSIP — src ↗	$76.7M	1,435,550
ROLLINS INC · COM CUSIP — src ↗	$3.3M	62,475

$80.0M

1,498,025

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVR INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for NVR INC, as it reported them
NVR INC · COM CUSIP — src ↗	$78.5M	11,912
NVR INC · COM CUSIP — src ↗	$1.2M	175

$79.7M

12,087

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MSCI INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for MSCI INC, as it reported them
MSCI INC · COM CUSIP — src ↗	$76.5M	141,850
MSCI INC · COM CUSIP — src ↗	$539K	1,000

$77.0M

142,850

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO. · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$74.3M

252,550

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ECOLAB INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for ECOLAB INC, as it reported them
ECOLAB INC · COM CUSIP — src ↗	$66.9M	251,300
ECOLAB INC · COM CUSIP — src ↗	$6.1M	23,000

$73.0M

274,300

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CARLYLE GROUP INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for CARLYLE GROUP INC, as it reported them
CARLYLE GROUP INC · COM CUSIP — src ↗	$62.1M	1,282,500
CARLYLE GROUP INC · COM CUSIP — src ↗	$2.2M	44,500

$64.2M

1,327,000

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SUNBELT RENTALS HOLDINGS INC · SHS CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$62.7M

963,361

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TYSON FOODS INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for TYSON FOODS INC, as it reported them
TYSON FOODS INC · CL A CUSIP — src ↗	$56.3M	879,500
TYSON FOODS INC · CL A CUSIP — src ↗	$641K	10,000

$57.0M

889,500

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STARBUCKS CORP

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for STARBUCKS CORP, as it reported them
STARBUCKS CORP · COM CUSIP — src ↗	$52.3M	583,318
STARBUCKS CORP · COM CUSIP — src ↗	$3.6M	40,500

$55.9M

623,818

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROCKWELL AUTOMATION INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for ROCKWELL AUTOMATION INC, as it reported them
ROCKWELL AUTOMATION INC · COM CUSIP — src ↗	$52.8M	147,000
ROCKWELL AUTOMATION INC · COM CUSIP — src ↗	$2.8M	7,900

$55.6M

154,900

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

S&P GLOBAL INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for S&P GLOBAL INC, as it reported them
S&P GLOBAL INC · COM CUSIP — src ↗	$49.6M	116,690
S&P GLOBAL INC · COM CUSIP — src ↗	$425K	1,000

$50.1M

117,690

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HANOVER INS GROUP INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for HANOVER INS GROUP INC, as it reported them
HANOVER INS GROUP INC · COM CUSIP — src ↗	$47.7M	275,000
HANOVER INS GROUP INC · COM CUSIP — src ↗	$1.0M	6,000

$48.7M

281,000

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESTORS TITLE CO NC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$46.4M

213,300

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AON PLC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for AON PLC, as it reported them
AON PLC · SHS CL A CUSIP — src ↗	$43.3M	134,300
AON PLC · SHS CL A CUSIP — src ↗	$484K	1,500

$43.8M

135,800

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for RTX CORPORATION, as it reported them
RTX CORPORATION · COM CUSIP — src ↗	$32.7M	169,400
RTX CORPORATION · COM CUSIP — src ↗	$10.5M	54,600

$43.2M

224,000

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FERGUSON ENTERPRISES INC · COMMON STOCK NEW CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$39.8M

170,700

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOCKHEED MARTIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$39.4M

65,213

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHSL CORP NEW · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$39.0M

39,150

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HCA HEALTHCARE INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$39.0M

82,430

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

YUM BRANDS INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$38.1M

245,213

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for UNION PAC CORP, as it reported them
UNION PAC CORP · COM CUSIP — src ↗	$33.8M	139,178
UNION PAC CORP · COM CUSIP — src ↗	$2.7M	11,100

$36.5M

150,278

0.3%

BROWN FORMAN CORP

2 positions · 4 reported rows

Rows MARKEL GROUP INC. reported for BROWN FORMAN CORP, as it reported them
BROWN FORMAN CORP · CL A CUSIP — src ↗	$18.2M	678,400
BROWN FORMAN CORP · CL B CUSIP — src ↗	$8.7M	328,787
BROWN FORMAN CORP · CL A CUSIP — src ↗	$4.4M	164,600
BROWN FORMAN CORP · CL B CUSIP — src ↗	$3.8M	145,400

$35.1M

1,317,187

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$33.0M

67,100

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HAGERTY INC · CL A COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

other-manager unparsed

$32.7M

3,108,000

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALLSTATE CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$32.0M

154,550

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ACCENTURE PLC IRELAND

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for ACCENTURE PLC IRELAND, as it reported them
ACCENTURE PLC IRELAND · SHS CLASS A CUSIP — src ↗	$31.6M	159,399
ACCENTURE PLC IRELAND · SHS CLASS A CUSIP — src ↗	$198	1

$31.6M

159,400

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARRIOTT INTL INC NEW · CL A CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$30.7M

93,750

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AIRBNB INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$30.6M

242,389

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHERWIN WILLIAMS CO · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$30.2M

94,172

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERISK ANALYTICS INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for VERISK ANALYTICS INC, as it reported them
VERISK ANALYTICS INC · COM CUSIP — src ↗	$29.1M	153,450
VERISK ANALYTICS INC · COM CUSIP — src ↗	$474K	2,500

$29.6M

155,950

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FACTSET RESH SYS INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for FACTSET RESH SYS INC, as it reported them
FACTSET RESH SYS INC · COM CUSIP — src ↗	$24.4M	112,376
FACTSET RESH SYS INC · COM CUSIP — src ↗	$5.0M	23,000

$29.4M

135,376

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PRICE T ROWE GROUP INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for PRICE T ROWE GROUP INC, as it reported them
PRICE T ROWE GROUP INC · COM CUSIP — src ↗	$25.4M	282,000
PRICE T ROWE GROUP INC · COM CUSIP — src ↗	$2.9M	32,000

$28.3M

314,000

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COMCAST CORP NEW

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for COMCAST CORP NEW, as it reported them
COMCAST CORP NEW · CL A CUSIP — src ↗	$23.8M	828,780
COMCAST CORP NEW · CL A CUSIP — src ↗	$3.8M	133,100

$27.6M

961,880

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for CISCO SYS INC, as it reported them
CISCO SYS INC · COM CUSIP — src ↗	$16.1M	207,500
CISCO SYS INC · COM CUSIP — src ↗	$11.5M	148,000

$27.6M

355,500

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAMAR ADVERTISING CO NEW · CL A CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$24.4M

193,000

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NIKE INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for NIKE INC, as it reported them
NIKE INC · CL B CUSIP — src ↗	$21.2M	401,400
NIKE INC · CL B CUSIP — src ↗	$2.4M	46,000

$23.6M

447,400

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITED RENTALS INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$22.7M

31,150

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CROWN HLDGS INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for CROWN HLDGS INC, as it reported them
CROWN HLDGS INC · COM CUSIP — src ↗	$21.8M	217,000
CROWN HLDGS INC · COM CUSIP — src ↗	$301K	3,000

$22.1M

220,000

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AIR PRODS & CHEMS INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$21.9M

75,500

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CSX CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$21.8M

530,000

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RENAISSANCERE HLDGS LTD

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for RENAISSANCERE HLDGS LTD, as it reported them
RENAISSANCERE HLDGS LTD · COM CUSIP — src ↗	$19.9M	67,000
RENAISSANCERE HLDGS LTD · COM CUSIP — src ↗	$892K	3,000

$20.8M

70,000

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$18.9M

114,500

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COMFORT SYS USA INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$17.9M

13,000

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CAPITAL ONE FINL CORP

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for CAPITAL ONE FINL CORP, as it reported them
CAPITAL ONE FINL CORP · COM CUSIP — src ↗	$15.2M	83,500
CAPITAL ONE FINL CORP · COM CUSIP — src ↗	$1.4M	7,500

$16.6M

91,000

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO CO NEW

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for WELLS FARGO CO NEW, as it reported them
WELLS FARGO CO NEW · COM CUSIP — src ↗	$13.7M	172,450
WELLS FARGO CO NEW · COM CUSIP — src ↗	$2.5M	32,000

$16.3M

204,450

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HERSHEY CO · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$15.6M

75,000

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HEXCEL CORP NEW

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for HEXCEL CORP NEW, as it reported them
HEXCEL CORP NEW · COM CUSIP — src ↗	$12.2M	151,000
HEXCEL CORP NEW · COM CUSIP — src ↗	$3.1M	38,000

$15.3M

189,000

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$14.9M

96,210

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK NEW YORK MELLON CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$14.8M

124,500

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CME GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$14.7M

49,750

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PAYCHEX INC

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for PAYCHEX INC, as it reported them
PAYCHEX INC · COM CUSIP — src ↗	$7.4M	80,000
PAYCHEX INC · COM CUSIP — src ↗	$6.4M	70,000

$13.8M

150,000

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SEI INVTS CO

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for SEI INVTS CO, as it reported them
SEI INVTS CO · COM CUSIP — src ↗	$9.0M	114,200
SEI INVTS CO · COM CUSIP — src ↗	$4.6M	59,000

$13.6M

173,200

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CARRIER GLOBAL CORPORATION

1 position · 2 reported rows

Rows MARKEL GROUP INC. reported for CARRIER GLOBAL CORPORATION, as it reported them
CARRIER GLOBAL CORPORATION · COM CUSIP — src ↗	$10.2M	180,400
CARRIER GLOBAL CORPORATION · COM CUSIP — src ↗	$3.1M	54,600

$13.2M

235,000

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EQUIFAX INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$13.1M

72,850

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPOTIFY TECHNOLOGY S A · SHS CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$12.6M

25,900

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$12.4M

36,350

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CBOE GLOBAL MKTS INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$12.3M

43,700

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHOPIFY INC · CL A SUB VTG SHS CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$12.2M

102,750

0.1%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 65.2%below median 80.0%
Concentration index: 262 bpsbelow median 446 bps
Positions with value: 205 / 205median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 65.2% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 262 · QoQ moves: 132

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2025-09-30	EDGAR ↗
2025-12-31	EDGAR ↗
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open MARKEL GROUP INC.'s 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).