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Markel Group Inc.

FundGlen Allen · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch
$13.1B
Reported value of US stock holdings on Jun 30, the filing's own figure
130 positions · filed Jul 31, 31 days after the quarter ended
Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Jul 31 · against the report before it

New positions

3
ZTS ZOETIS INC 66,195 sharesunder 0.1% of this fund's holdings
NFLX NETFLIX INC. 40,000 sharesunder 0.1% of this fund's holdings
UFPI UFP INDUSTRIES INC 4,000 sharesunder 0.1% of this fund's holdings

Sold out

2
SMG SCOTTS MIRACLE-GRO CO All 168K shares
UNH UNITEDHEALTH GROUP INC All 18,700 shares

Added to

17, biggest 4
WSO WATSCO INC +15,581 shares+3%
FNV FRANCO NEV CORP +65,000 shares+9%
no ticker LINDE PLC +11,000 shares+5%
TSN TYSON FOODS INC +24,000 shares+3%

Trimmed

3
ADI ANALOG DEVICES INC −23,574 shares−2%
META META PLATFORMS INC −14,140 shares−6%
CMCSA COMCAST CORP NEW −160K shares−17%

Top holdings

Reference, not news
Top holdings · 130 positionsSwipe →
#TickerCompanyShares Share of this fund's holdingsvs last quarter
1 GOOG ALPHABET INC 2.7M 7.4% No change
2 BRK-A BERKSHIRE HATHAWAY INC DEL 1,114 6.4% No change
3 BRK-B BERKSHIRE HATHAWAY INC DEL 1.5M 5.8% No change
4 DE DEERE & CO 878K 4.2% No change
5 BN BROOKFIELD CORP 13.1M 4.2% No change
6 AMZN AMAZON COM INC 2.0M 3.7% No change
7 ADI ANALOG DEVICES INC 1.0M 3.0% −2%
8 GS GOLDMAN SACHS GROUP INC 359K 2.8% No change

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.

Stakes filed by this fund

Schedules 13D and 13G · 1 on file
StakeStake reportSep 14
42% of the shares HGTY Hagerty, Inc.
Schedule 13D: may seek changes
Amendment