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SEC filer: MARKEL GROUP INC. · quarter ending 2026-06-30 · filed 2026-07-31 · $13.13B across 127 reported positions
| DOLLAR GEN CORP NEW | EXITED | 869,250 → 0 sh | $103.2M |
| DOLLAR GEN CORP | NEW POSITION | 0 → 869,250 sh | $100.1M |
| COSTCO WHSL CORP NEW | EXITED | 39,150 → 0 sh | $39.0M |
| COSTCO WHOLESALE CORPORATION | NEW POSITION | 0 → 39,150 sh | $36.6M |
| MELI | ADDED | 5,450 → 24,000 sh | $31.3M |
| LAMAR ADVERTISING CO | NEW POSITION | 0 → 193,000 sh | $30.1M |
| AIR PRODUCTS AND CHEMICALS I | NEW POSITION | 0 → 88,500 sh | $25.9M |
| LAMAR ADVERTISING CO NEW | EXITED | 193,000 → 0 sh | $24.4M |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DELno ticker match — as filed | 12.2% | $1.60B | 1,533,085 | SHARES |
| 2 | GOOGLALPHABET INC | 9.0% | $1.18B | 3,321,860 | SHARES |
| 3 | DEDEERE & CO | 4.2% | $556.9M | 877,900 | SHARES |
| 4 | BROOKFIELD CORPno ticker match — as filed | 4.2% | $556.8M | 13,073,609 | SHARES |
| 5 | AMZNAMAZON COM INC | 3.7% | $484.0M | 2,030,760 | SHARES |
| 6 | ADIANALOG DEVICES INC | 3.0% | $397.0M | 999,671 | SHARES |
| 7 | GSGOLDMAN SACHS GROUP INC | 2.8% |
| $363.4M |
| 359,360 |
| SHARES |
| 8 | AAPLAPPLE INC | 2.7% | $355.1M | 1,227,290 | SHARES |
| 9 | CATCATERPILLAR INC | 2.7% | $350.0M | 328,650 | SHARES |
| 10 | VVISA INC | 2.6% | $347.9M | 1,013,912 | SHARES |
| 11 | HDHOME DEPOT INC | 2.5% | $325.3M | 922,500 | SHARES |
| 12 | WSOWATSCO INC | 1.9% | $249.1M | 597,750 | SHARES |
| 13 | TEXAS INSTRS INCno ticker match — as filed | 1.6% | $215.8M | 724,000 | SHARES |
| 14 | BLKBLACKROCK INC | 1.6% | $211.7M | 220,200 | SHARES |
| 15 | MSFTMICROSOFT CORP | 1.5% | $200.5M | 537,630 | SHARES |
| 16 | DISNEY WALT COno ticker match — as filed | 1.5% | $195.5M | 2,031,665 | SHARES |
| 17 | AXPAMERICAN EXPRESS CO | 1.3% | $165.9M | 490,450 | SHARES |
| 18 | LOWES COS INCno ticker match — as filed | 1.3% | $165.8M | 751,980 | SHARES |
| 19 | PROGRESSIVE CORPno ticker match — as filed | 1.3% | $164.7M | 753,750 | SHARES |
| 20 | FRANCO NEV CORPno ticker match — as filed | 1.2% | $161.2M | 773,500 | SHARES |
| 21 | LPL FINL HLDGS INCno ticker match — as filed | 1.2% | $157.7M | 559,951 | SHARES |
| 22 | JNJJOHNSON & JOHNSON | 1.2% | $155.1M | 610,800 | SHARES |
| 23 | BXBLACKSTONE INC | 1.1% | $144.6M | 1,229,000 | SHARES |
| 24 | RLIRLI CORP | 1.1% | $141.4M | 2,394,544 | SHARES |
| 25 | GDGENERAL DYNAMICS CORP | 1.1% | $138.5M | 391,000 | SHARES |
Values as reported in the filing's information table; duplicate issuer lines (share classes/lots) aggregated. 13Fs disclose long US positions only — shorts, futures, and most foreign holdings are invisible here. Educational only — not investment advice, and a quarter old by design.