whale portfoliosLOADING
SEC filer: MARKEL GROUP INC. · quarter ending 2026-03-31 · filed 2026-05-01 · $11.94B across 126 reported positions
| SUNB | NEW POSITION | 0 → 963,361 sh | $62.7M |
| TGT | EXITED | 133,000 → 0 sh | $13.0M |
| CHOICE HOTELS INTL INC | EXITED | 115,500 → 0 sh | $11.0M |
| MELI | NEW POSITION | 0 → 5,450 sh | $9.4M |
| ENTERPRISE PRODS PARTNERS L | NEW POSITION | 0 → 202,000 sh | $7.6M |
| UNH | TRIMMED | 26,500 → 18,700 sh | $3.7M |
| INTERCONTINENTAL EXCHANGE IN | ADDED | 20,870 → 28,870 sh | $1.2M |
| WEYERHAEUSER CO MTN BE | NEW POSITION | 0 → 17,500 sh | $428K |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DELno ticker match — as filed | 12.8% | $1.53B | 1,533,085 | SHARES |
| 2 | GOOGLALPHABET INC | 8.0% | $953.3M | 3,321,860 | SHARES |
| 3 | BROOKFIELD CORPno ticker match — as filed | 4.4% | $529.1M | 13,073,609 | SHARES |
| 4 | DEERE & COno ticker match — as filed | 4.1% | $494.5M | 877,900 | SHARES |
| 5 | AMZNAMAZON COM INC | 3.5% | $422.9M | 2,030,760 | SHARES |
| 6 | ADIANALOG DEVICES INC | 2.7% | $325.5M | 1,023,245 | SHARES |
| 7 | AAPLAPPLE INC |
| 2.6% |
| $311.5M |
| 1,227,290 |
| SHARES |
| 8 | GSGOLDMAN SACHS GROUP INC | 2.5% | $304.0M | 359,360 | SHARES |
| 9 | VVISA INC | 2.5% | $303.5M | 1,004,331 | SHARES |
| 10 | HDHOME DEPOT INC | 2.5% | $302.6M | 920,000 | SHARES |
| 11 | CATCATERPILLAR INC | 2.0% | $232.8M | 328,650 | SHARES |
| 12 | WSOWATSCO INC | 1.8% | $211.8M | 582,169 | SHARES |
| 13 | BLKBLACKROCK INC | 1.8% | $211.8M | 220,200 | SHARES |
| 14 | MSFTMICROSOFT CORP | 1.7% | $199.0M | 537,630 | SHARES |
| 15 | DISNEY WALT COno ticker match — as filed | 1.6% | $195.8M | 2,031,665 | SHARES |
| 16 | FRANCO NEV CORPno ticker match — as filed | 1.5% | $175.0M | 708,500 | SHARES |
| 17 | LOWES COS INCno ticker match — as filed | 1.5% | $174.5M | 738,480 | SHARES |
| 18 | LPL FINL HLDGS INCno ticker match — as filed | 1.4% | $168.5M | 559,951 | SHARES |
| 19 | PROGRESSIVE CORPno ticker match — as filed | 1.3% | $149.4M | 753,750 | SHARES |
| 20 | JOHNSON & JOHNSONno ticker match — as filed | 1.3% | $149.3M | 610,800 | SHARES |
| 21 | AXPAMERICAN EXPRESS CO | 1.2% | $148.4M | 490,450 | SHARES |
| 22 | METAMETA PLATFORMS INC | 1.2% | $142.1M | 248,303 | SHARES |
| 23 | BXBLACKSTONE INC | 1.2% | $141.3M | 1,229,000 | SHARES |
| 24 | TEXAS INSTRS INCno ticker match — as filed | 1.2% | $140.6M | 724,000 | SHARES |
| 25 | RLIRLI CORP | 1.1% | $136.6M | 2,394,544 | 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.