MARKEL GROUP INC.
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INC | 0 | 2,749,860 | +2,749,860 | 0 | 862,906,068 | +862,906,068 |
| ALPHABET INC | 0 | 572,000 | +572,000 | 0 | 179,036,000 | +179,036,000 |
| CATERPILLAR INC | 0 | 328,650 | +328,650 | 0 | 188,273,727 | +188,273,727 |
| GOLDMAN SACHS GROUP INC | 0 | 359,360 | +359,360 | 0 | 315,877,440 | +315,877,440 |
| DOLLAR GEN CORP NEW | 0 | 869,250 | +869,250 | 0 | 115,410,323 | +115,410,323 |
| AMAZON COM INC | 0 | 2,030,760 | +2,030,760 | 0 | 468,740,022 | +468,740,022 |
| APPLE INC | 0 | 1,227,290 | +1,227,290 | 0 | 333,651,061 | +333,651,061 |
| AMERICAN EXPRESS CO | 0 | 488,500 | +488,500 | 0 | 180,720,576 | +180,720,576 |
| LPL FINL HLDGS INC | 0 | 559,951 | +559,951 | 0 | 199,997,699 | +199,997,699 |
| OLD DOMINION FREIGHT LINE IN | 0 | 421,650 | +421,650 | 0 | 66,114,720 | +66,114,720 |
| NOVO-NORDISK A S | 0 | 2,869,774 | +2,869,774 | 0 | 146,014,101 | +146,014,101 |
| JOHNSON & JOHNSON | 0 | 610,800 | +610,800 | 0 | 126,405,060 | +126,405,060 |
| APOLLO GLOBAL MGMT INC | 0 | 1,012,500 | +1,012,500 | 0 | 146,569,500 | +146,569,500 |
| THERMO FISHER SCIENTIFIC INC | 0 | 62,800 | +62,800 | 0 | 36,389,461 | +36,389,461 |
| VISA INC | 0 | 999,285 | +999,285 | 0 | 350,459,242 | +350,459,242 |
| MARRIOTT INTL INC NEW | 0 | 89,750 | +89,750 | 0 | 27,844,040 | +27,844,040 |
| MOODYS CORP | 0 | 213,890 | +213,890 | 0 | 109,265,707 | +109,265,707 |
| DEERE & CO | 0 | 877,900 | +877,900 | 0 | 408,723,903 | +408,723,903 |
| SCHWAB CHARLES CORP | 0 | 1,375,800 | +1,375,800 | 0 | 137,456,178 | +137,456,178 |
| FRANCO NEV CORP | 0 | 683,500 | +683,500 | 0 | 141,675,880 | +141,675,880 |
| ROCKWELL AUTOMATION INC | 0 | 154,900 | +154,900 | 0 | 60,266,943 | +60,266,943 |
| CSX CORP | 0 | 440,000 | +440,000 | 0 | 15,950,000 | +15,950,000 |
| TYSON FOODS INC | 0 | 884,500 | +884,500 | 0 | 51,849,390 | +51,849,390 |
| HCA HEALTHCARE INC | 0 | 80,680 | +80,680 | 0 | 37,666,266 | +37,666,266 |
| S&P GLOBAL INC | 0 | 150,690 | +150,690 | 0 | 78,749,088 | +78,749,088 |
| AIRBNB INC | 0 | 240,289 | +240,289 | 0 | 32,612,022 | +32,612,022 |
| HAGERTY INC | 0 | 3,108,000 | +3,108,000 | 0 | 41,771,520 | +41,771,520 |
| EXXON MOBIL CORP | 0 | 38,000 | +38,000 | 0 | 4,572,920 | +4,572,920 |
| CME GROUP INC | 0 | 45,750 | +45,750 | 0 | 12,493,410 | +12,493,410 |
| RTX CORPORATION | 0 | 224,000 | +224,000 | 0 | 41,081,600 | +41,081,600 |
| CROWN HLDGS INC | 0 | 212,000 | +212,000 | 0 | 21,829,640 | +21,829,640 |
| CBOE GLOBAL MKTS INC | 0 | 41,750 | +41,750 | 0 | 10,479,250 | +10,479,250 |
| ACCENTURE PLC IRELAND | 0 | 159,400 | +159,400 | 0 | 42,767,020 | +42,767,020 |
| APPLIED MATLS INC | 0 | 34,100 | +34,100 | 0 | 8,763,360 | +8,763,360 |
| FERGUSON ENTERPRISES INC | 0 | 163,500 | +163,500 | 0 | 36,400,005 | +36,400,005 |
| CISCO SYS INC | 0 | 355,500 | +355,500 | 0 | 27,384,165 | +27,384,165 |
| HUNTINGTON INGALLS INDS INC | 0 | 25,500 | +25,500 | 0 | 8,671,785 | +8,671,785 |
| UNION PAC CORP | 0 | 141,278 | +141,278 | 0 | 32,680,427 | +32,680,427 |
| CAPITAL ONE FINL CORP | 0 | 91,000 | +91,000 | 0 | 22,054,760 | +22,054,760 |
| ROLLINS INC | 0 | 1,489,025 | +1,489,025 | 0 | 89,371,282 | +89,371,282 |
| LAMAR ADVERTISING CO NEW | 0 | 185,000 | +185,000 | 0 | 23,417,300 | +23,417,300 |
| INTERCONTINENTAL EXCHANGE IN | 0 | 20,870 | +20,870 | 0 | 3,380,105 | +3,380,105 |
| BROOKFIELD CORP | 0 | 13,073,609 | +13,073,609 | 0 | 599,947,917 | +599,947,917 |
| HEXCEL CORP NEW | 0 | 189,000 | +189,000 | 0 | 13,967,100 | +13,967,100 |
| HERSHEY CO | 0 | 67,500 | +67,500 | 0 | 12,283,650 | +12,283,650 |
| CANADIAN NATL RY CO | 0 | 44,500 | +44,500 | 0 | 4,398,825 | +4,398,825 |
| FACTSET RESH SYS INC | 0 | 121,873 | +121,873 | 0 | 35,366,326 | +35,366,326 |
| WELLS FARGO CO NEW | 0 | 204,450 | +204,450 | 0 | 19,054,740 | +19,054,740 |
| NORFOLK SOUTHN CORP | 0 | 273,500 | +273,500 | 0 | 78,964,920 | +78,964,920 |
| RENAISSANCERE HLDGS LTD | 0 | 70,000 | +70,000 | 0 | 19,681,200 | +19,681,200 |
| JPMORGAN CHASE & CO. | 0 | 252,550 | +252,550 | 0 | 81,376,661 | +81,376,661 |
| IQVIA HLDGS INC | 0 | 46,900 | +46,900 | 0 | 10,571,729 | +10,571,729 |
| BRUNSWICK CORP | 0 | 47,750 | +47,750 | 0 | 3,544,960 | +3,544,960 |
| CANADIAN PACIFIC KANSAS CITY | 0 | 50,500 | +50,500 | 0 | 3,718,315 | +3,718,315 |
| COMFORT SYS USA INC | 0 | 13,000 | +13,000 | 0 | 12,132,770 | +12,132,770 |
| SHOPIFY INC | 0 | 102,750 | +102,750 | 0 | 16,539,668 | +16,539,668 |
| TARGET CORP | 0 | 133,000 | +133,000 | 0 | 13,000,750 | +13,000,750 |
| AON PLC | 0 | 134,050 | +134,050 | 0 | 47,303,564 | +47,303,564 |
| MSCI INC | 0 | 142,850 | +142,850 | 0 | 81,957,331 | +81,957,331 |
| BROWN & BROWN INC | 0 | 11,000 | +11,000 | 0 | 876,700 | +876,700 |
| BANK NEW YORK MELLON CORP | 0 | 121,500 | +121,500 | 0 | 14,104,935 | +14,104,935 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 1,114 | +1,114 | 0 | 840,847,200 | +840,847,200 |
| MASTERCARD INCORPORATED | 0 | 207,540 | +207,540 | 0 | 118,480,436 | +118,480,436 |
| HANOVER INS GROUP INC | 0 | 281,000 | +281,000 | 0 | 51,358,370 | +51,358,370 |
| PEPSICO INC | 0 | 96,210 | +96,210 | 0 | 13,808,059 | +13,808,059 |
| SCOTTS MIRACLE-GRO CO | 0 | 168,000 | +168,000 | 0 | 9,802,801 | +9,802,801 |
| MGM RESORTS INTERNATIONAL | 0 | 87,500 | +87,500 | 0 | 3,192,875 | +3,192,875 |
| ACUITY INC | 0 | 9,750 | +9,750 | 0 | 3,510,390 | +3,510,390 |
| LOCKHEED MARTIN CORP | 0 | 64,513 | +64,513 | 0 | 31,203,003 | +31,203,003 |
| EASTMAN CHEM CO | 0 | 74,950 | +74,950 | 0 | 4,784,059 | +4,784,059 |
| AIR PRODS & CHEMS INC | 0 | 71,500 | +71,500 | 0 | 17,661,930 | +17,661,930 |
| PRICE T ROWE GROUP INC | 0 | 314,000 | +314,000 | 0 | 32,147,319 | +32,147,319 |
| DOMINOS PIZZA INC | 0 | 5,500 | +5,500 | 0 | 2,292,510 | +2,292,510 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 1,531,971 | +1,531,971 | 0 | 770,045,226 | +770,045,226 |
| YUM BRANDS INC | 0 | 226,451 | +226,451 | 0 | 34,257,507 | +34,257,507 |
| PHILIP MORRIS INTL INC | 0 | 114,500 | +114,500 | 0 | 18,365,800 | +18,365,800 |
| STARBUCKS CORP | 0 | 623,818 | +623,818 | 0 | 52,531,714 | +52,531,714 |
| SYSCO CORP | 0 | 30,500 | +30,500 | 0 | 2,247,545 | +2,247,545 |
| EAGLE MATLS INC | 0 | 14,750 | +14,750 | 0 | 3,048,530 | +3,048,530 |
| BERKLEY W R CORP | 0 | 60,750 | +60,750 | 0 | 4,259,790 | +4,259,790 |
| UNITEDHEALTH GROUP INC | 0 | 26,500 | +26,500 | 0 | 8,747,916 | +8,747,916 |
| GRAHAM HLDGS CO | 0 | 5,200 | +5,200 | 0 | 5,712,720 | +5,712,720 |
| OTIS WORLDWIDE CORP | 0 | 114,620 | +114,620 | 0 | 10,012,059 | +10,012,059 |
| BROWN FORMAN CORP | 0 | 474,187 | +474,187 | 0 | 12,357,313 | +12,357,313 |
| SEI INVTS CO | 0 | 173,200 | +173,200 | 0 | 14,205,864 | +14,205,864 |
| BROWN FORMAN CORP | 0 | 843,000 | +843,000 | 0 | 22,179,330 | +22,179,330 |
| INSPERITY INC | 0 | 152,873 | +152,873 | 0 | 5,919,242 | +5,919,242 |
| HEICO CORP NEW | 0 | 379,644 | +379,644 | 0 | 95,833,535 | +95,833,535 |
| UBER TECHNOLOGIES INC | 0 | 140,000 | +140,000 | 0 | 11,439,400 | +11,439,400 |
| CARMAX INC | 0 | 136,500 | +136,500 | 0 | 5,274,360 | +5,274,360 |
| ALLSTATE CORP | 0 | 154,550 | +154,550 | 0 | 32,169,583 | +32,169,583 |
| SONY GROUP CORP | 0 | 335,000 | +335,000 | 0 | 8,576,000 | +8,576,000 |
| CHOICE HOTELS INTL INC | 0 | 115,500 | +115,500 | 0 | 11,002,530 | +11,002,530 |
| COMCAST CORP NEW | 0 | 961,880 | +961,880 | 0 | 28,750,593 | +28,750,593 |
| DISNEY WALT CO | 0 | 2,031,665 | +2,031,665 | 0 | 231,142,527 | +231,142,527 |
| CARRIER GLOBAL CORPORATION | 0 | 235,000 | +235,000 | 0 | 12,417,400 | +12,417,400 |
| GENERAL DYNAMICS CORP | 0 | 391,000 | +391,000 | 0 | 131,634,060 | +131,634,060 |
| SHERWIN WILLIAMS CO | 0 | 94,172 | +94,172 | 0 | 30,514,552 | +30,514,552 |
| PAYCHEX INC | 0 | 150,000 | +150,000 | 0 | 16,827,000 | +16,827,000 |
| COSTCO WHSL CORP NEW | 0 | 39,150 | +39,150 | 0 | 33,760,611 | +33,760,611 |