Markel Group

Name: Markel Group 13F holdings, Q3 2026
Creator: Markel Group

13F Holdings · CIK 1096343 · filed 2026-10-30

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AI Summary

New Positions

12% of current holdings

Exited

2% of prior holdings

Increased

21% of prior holdings

Decreased

6% of prior holdings

Total holdings: 130 → 145

Show unchanged positions

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54 positions

					Shares				Value ($)

New	Long	CHIRON REAL ESTATE INC	37954A303	COM NEW	—	21,631	+21,631	—	—	$751.9K	+$751.9K	—
New	Long	COPART INC	217204106	COM	—	10,000	+10,000	—	—	$272.8K	+$272.8K	—
New	Long	EXXONMOBIL HOLDINGS ORD	30233Q108	COM SHS	—	60,400	+60,400	—	—	$9.8M	+$9.8M	—
New	Long	MOBILITY GLOBAL INC	60744M106	COM SHS	—	117,690	+117,690	—	—	$2.0M	+$2.0M	—
New	Long	SILICON LABORATORIES INC	826919102	COM	—	8,292	+8,292	—	—	$1.8M	+$1.8M	—
New	Long	SITEONE LANDSCAPE SUPPLY INC	82982L103	COM	—	7,956	+7,956	—	—	$718.5K	+$718.5K	—
New	Long	TOAST INC	888787108	CL A	—	27,000	+27,000	—	—	$782.7K	+$782.7K	—
New	Long	TYLER TECHNOLOGIES INC	902252105	COM	—	5,400	+5,400	—	—	$1.7M	+$1.7M	—
New	Long	VALVOLINE INC	92047W101	COM	—	33,760	+33,760	—	—	$1.0M	+$1.0M	—
New	Long	VISTA GOLD CORP	927926303	COM NEW	—	615,000	+615,000	—	—	$1.7M	+$1.7M	—
New	Long	VULCAN MATLS CO	929160109	COM	—	958	+958	—	—	$234.4K	+$234.4K	—
New	Long	WATTS WATER TECHNOLOGIES INC	942749102	CL A	—	3,377	+3,377	—	—	$1.2M	+$1.2M	—
New	Long	WILLSCOT HLDGS CORP	971378104	COM CL A	—	90,000	+90,000	—	—	$1.5M	+$1.5M	—
New	Long	XPEL INC	98379L100	COM	—	20,872	+20,872	—	—	$921.9K	+$921.9K	—
New	Long	XPO INC	983793100	COM	—	8,674	+8,674	—	—	$1.5M	+$1.5M	—
New	Long	XYLEM INC	98419M100	COM	—	12,283	+12,283	—	—	$1.2M	+$1.2M	—
New	Long	ZEBRA TECHNOLOGIES CORPORATI	989207105	CL A	—	6,300	+6,300	—	—	$2.4M	+$2.4M	—
Exited	Long	BROWN & BROWN INC	115236101	COM	14,000	—	−14,000	−100.0%	$898.1K	—	−$898.1K	−100.0%
Exited	Long	EXXON MOBIL CORP	30231G102	COM	56,100	—	−56,100	−100.0%	$7.7M	—	−$7.7M	−100.0%
Increased	Long	AIR PRODUCTS AND CHEMICALS I	009158106	COM	88,500	92,750	+4,250	+4.8%	$25.9M	$25.8M	−$140.6K	−0.5%
Increased	Long	CANADIAN PACIFIC KANSAS CITY	13646K108	COM	73,000	79,500	+6,500	+8.9%	$6.3M	$6.8M	+$440.0K	+7.0%
Increased	Long	CARRIER GLOBAL CORPORATION	14448C104	COM	235,000	240,000	+5,000	+2.1%	$17.2M	$13.2M	−$4.1M	−23.6%
Increased	Long	CSX CORP	126408103	COM	584,500	597,500	+13,000	+2.2%	$27.8M	$27.8M	+$8.4K	0.0%
Increased	Long	DISNEY WALT CO	254687106	COM	2,031,665	2,039,165	+7,500	+0.4%	$195.5M	$213.9M	+$18.4M	+9.4%
Increased	Long	ENTERPRISE PRODS PARTNERS L	293792107	COM	569,000	612,000	+43,000	+7.6%	$20.9M	$21.8M	+$876.9K	+4.2%
Increased	Long	FERGUSON ENTERPRISES INC	31488V107	COMMON STOCK NEW	180,200	184,200	+4,000	+2.2%	$42.8M	$41.0M	−$1.8M	−4.1%
Increased	Long	FRANCO NEV CORP	351858105	COM	773,500	787,000	+13,500	+1.7%	$161.2M	$187.4M	+$26.2M	+16.2%
Increased	Long	HCA HEALTHCARE INC	40412C101	COM	84,366	84,972	+606	+0.7%	$32.9M	$36.3M	+$3.4M	+10.2%
Increased	Long	HOME DEPOT INC	437076102	COM	922,500	932,000	+9,500	+1.0%	$325.3M	$265.1M	−$60.2M	−18.5%
Increased	Long	LINDE PLC	G54950103	SHS	215,600	220,600	+5,000	+2.3%	$111.9M	$104.7M	−$7.2M	−6.4%
Increased	Long	LOWES COS INC	548661107	COM	751,980	761,480	+9,500	+1.3%	$165.8M	$140.3M	−$25.5M	−15.4%
Increased	Long	LPL FINL HLDGS INC	50212V100	COM	559,951	566,132	+6,181	+1.1%	$157.7M	$173.1M	+$15.4M	+9.8%
Increased	Long	MARRIOTT INTL INC NEW	571903202	CL A	99,500	99,750	+250	+0.3%	$36.9M	$35.5M	−$1.4M	−3.8%
Increased	Long	MERCADOLIBRE INC	58733R102	COM	24,000	24,200	+200	+0.8%	$40.7M	$41.8M	+$1.1M	+2.7%
Increased	Long	NETFLIX INC.	64110L106	COM	40,000	67,500	+27,500	+68.8%	$2.9M	$4.7M	+$1.8M	+64.4%
Increased	Long	NVR INC	62944T105	COM	12,097	12,167	+70	+0.6%	$82.4M	$74.9M	−$7.5M	−9.1%
Increased	Long	OTIS WORLDWIDE CORP	68902V107	COM	133,620	145,620	+12,000	+9.0%	$9.6M	$9.4M	−$200.9K	−2.1%
Increased	Long	RLI CORP	749607107	COM	2,394,544	2,421,922	+27,378	+1.1%	$141.4M	$134.0M	−$7.5M	−5.3%
Increased	Long	ROLLINS INC	775711104	COM	1,516,525	1,581,025	+64,500	+4.3%	$63.3M	$47.6M	−$15.7M	−24.8%
Increased	Long	SUNBELT RENTALS HOLDINGS INC	866966104	SHS	974,361	983,207	+8,846	+0.9%	$72.9M	$72.0M	−$911.4K	−1.3%
Increased	Long	THERMO FISHER SCIENTIFIC INC	883556102	COM	73,100	74,100	+1,000	+1.4%	$36.6M	$50.0M	+$13.4M	+36.5%
Increased	Long	UFP INDUSTRIES INC	90278Q108	COM	4,000	14,000	+10,000	+250.0%	$363.0K	$1.1M	+$718.1K	+197.9%
Increased	Long	UNION PAC CORP	907818108	COM	161,028	166,028	+5,000	+3.1%	$43.8M	$45.2M	+$1.4M	+3.2%
Increased	Long	WATSCO INC	942622200	COM	597,750	623,010	+25,260	+4.2%	$249.1M	$188.6M	−$60.5M	−24.3%
Increased	Long	WEYERHAEUSER CO	962166104	COM NEW	120,000	202,000	+82,000	+68.3%	$2.9M	$3.8M	+$975.3K	+33.9%
Increased	Long	ZOETIS INC	98978V103	CL A	66,195	425,296	+359,101	+542.5%	$4.8M	$29.7M	+$24.9M	+524.3%
Decreased	Long	AIRBNB INC	009066101	COM CL A	242,389	73,355	−169,034	−69.7%	$34.7M	$11.8M	−$22.9M	−66.0%
Decreased	Long	ALPHABET INC	02079K305	CAP STK CL A	572,000	519,975	−52,025	−9.1%	$204.4M	$178.9M	−$25.5M	−12.5%
Decreased	Long	BROOKFIELD ASSET MANAGMT LTD	113004105	CL A LMT VTG SHS	2,193,953	2,173,953	−20,000	−0.9%	$98.4M	$96.9M	−$1.5M	−1.5%
Decreased	Long	COMCAST CORP NEW	20030N101	CL A	802,074	288,334	−513,740	−64.1%	$19.7M	$6.3M	−$13.4M	−68.1%
Decreased	Long	COSTCO WHOLESALE CORPORATION	22160K105	COM	39,150	33,748	−5,402	−13.8%	$36.6M	$30.7M	−$5.9M	−16.1%
Decreased	Long	DEERE & CO	244199105	COM	877,900	861,150	−16,750	−1.9%	$556.9M	$578.3M	+$21.4M	+3.8%
Decreased	Long	META PLATFORMS INC	30303M102	CL A	234,163	209,163	−25,000	−10.7%	$131.9M	$151.7M	+$19.8M	+15.0%
Decreased	Long	YUM BRANDS INC	988498101	COM	245,213	142,059	−103,154	−42.1%	$39.2M	$19.4M	−$19.8M	−50.6%