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MI
Markel Group Inc.
Fund Glen 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 shares under 0.1% of this fund's holdings
NFLX
NETFLIX INC.
40,000 shares under 0.1% of this fund's holdings
UFPI
UFP INDUSTRIES INC
4,000 shares under 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 positions Swipe →
Stakes filed by this fund Schedules 13D and 13G · 1 on file
Stake Stake report Sep 14
42% of the shares
HGTY
Hagerty, Inc.
Schedule 13D: may seek changes
Amendment
Reports
The last 2. Each covers one quarter.
Filed Jul 31 Quarter ended Jun 30 · 31 days after Read ↗
Reported value $13.1B · 130 positions · 3 new · 2 sold out · 17 added to · 3 trimmed
Filed May 1 Quarter ended Mar 31 · 31 days after Read ↗
Reported value $11.9B · 129 positions
About holdings reports
A large money manager lists its US stock holdings on SEC Form 13F within 45 days of each quarter end. It shows what was held on the last day of the quarter, not when it was bought or at what price. Every ticker appears once the security number is matched to a listing.