Markel Group (Tom Gayner)
MARKEL GROUP INC. · CIK 0001096343 · GLEN ALLEN, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source ↗Value Investor
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$13.13B
2026 Q2
Positions
130
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
42.9%
Est. Net Flow (Q)
—
2026 Q2
Portfolio Composition
Sector Allocation
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Related managers
Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| Capital Research Global Investors | 21.8% | CSX, CAT, GD, HD, ITW, JNJ, LMT, MRSH +44 |
| Harris Associates (Bill Nygren) | 18.4% | CAT, CCK, DE, EFX, MRSH, MSFT, MCO, NKE +30 |
| Dodge & Cox | 15.6% | CAT, DIS, HD, MSFT, NSC, NVO, SCHW, SUNB +27 |
| Gardner Russo & Quinn (Tom Russo) | 15.2% | BF-A, BF-B, CAT, DIS, JNJ, LAMR, MSFT, PEP +18 |
| Weitz Investment Management | 14.9% | EFX, HEI-A, MSFT, TXN, TMO, BRK-B, V, GOOG +13 |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.