MARKEL CORP
13F Reported Value
ⓘ$11.9B
Holdings
129
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
MARKEL CORP disclosed 129 positions worth $11.9B in its Form 13F-HR for Q1 2026, led by $BRK.A (BERKSHIRE HATHAWAY INC) at 6.7% of the equity portfolio, followed by $GOOGL and $BRK.B. During the quarter the fund opened 4 new positions and exited 3 — including a new stake in $SUNB and a full exit from $TGT. The portfolio is most concentrated in Financials (38.0% of disclosed assets). All figures are sourced directly from MARKEL CORP’s Form 13F-HR filing with the SEC under CIK 1096343.
AI Fund Analysis
Stable
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 64.5#634
Quality
$800.0M1,114 sh - 80.2#45
Quality
$788.8M2,749,860 sh - 64.5#634
Quality
$734.1M1,531,971 sh - —
Quality
$529.1M13,073,609 sh - 57.4
Quality
$494.5M877,900 sh - 74.6
Quality
$422.9M2,030,760 sh - 76.2
Quality
$325.5M1,023,245 sh - 76.1
Quality
$311.5M1,227,290 sh - —
Quality
$304.0M359,360 sh - 83.5
Quality
$303.5M1,004,331 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.A | 64.5#634 | $800.0M | 1,114 |
 Alphabet Inc.$GOOGL | 80.2#45 | $788.8M | 2,749,860 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $734.1M | 1,531,971 |
 BROOKFIELD Corp /ON/$BN | — | $529.1M | 13,073,609 |
 DEERE & CO$DE | 57.4 | $494.5M | 877,900 |
 AMAZON COM INC$AMZN | 74.6 | $422.9M | 2,030,760 |
 ANALOG DEVICES INC$ADI | 76.2 | $325.5M | 1,023,245 |
 Apple Inc.$AAPL | 76.1 | $311.5M | 1,227,290 |
 GOLDMAN SACHS GROUP INC$GS | — | $304.0M | 359,360 |
 VISA INC.$V | 83.5 | $303.5M | 1,004,331 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MARKEL CORP's 129 positions.
Showing top 10 of 129 holdings.
Sector Allocation
Financials
$4.5B
Technology
$2.3B
Industrials
$1.7B
Consumer Discretionary
$1.5B
Real Estate
$554.0M
Materials
$405.4M
Consumer Staples
$353.2M
Healthcare
$306.8M
Full Holdings — MARKEL CORP (Q1 2026)
All 129 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BRK.A | BERKSHIRE HATHAWAY INC | $800.0M | 6.7% | +0% | 64.5 |
| 2 | $GOOGL | Alphabet Inc. | $788.8M | 6.6% | +0% | 80.2 |
| 3 | $BRK.B | BERKSHIRE HATHAWAY INC | $734.1M | 6.2% | +0% | 64.5 |
| 4 | $BN | BROOKFIELD Corp /ON/ | $529.1M | 4.4% | +0% | — |
| 5 | $DE | DEERE & CO | $494.5M | 4.1% | +0% | 57.4 |
| 6 | $AMZN | AMAZON COM INC | $422.9M | 3.5% | +0% | 74.6 |
| 7 | $ADI | ANALOG DEVICES INC | $325.5M | 2.7% | +0% | 76.2 |
| 8 | $AAPL | Apple Inc. | $311.5M | 2.6% | +0% | 76.1 |
| 9 | $GS | GOLDMAN SACHS GROUP INC | $304.0M | 2.5% | +0% | — |
| 10 | $V | VISA INC. | $303.5M | 2.5% | +1% | 83.5 |
| 11 |  $HD | HOME DEPOT, INC. | $302.6M | 2.5% | +0% | 69.2 |
| 12 |  $CAT | CATERPILLAR INC | $232.8M | 1.9% | +0% | 67.8 |
| 13 |  $WSO | WATSCO INC | $211.8M | 1.8% | +1% | 58.9 |
| 14 |  $BLK | BlackRock, Inc. | $211.8M | 1.8% | +0% | 70.3 |
| 15 |  $MSFT | MICROSOFT CORP | $199.0M | 1.7% | +0% | 83.7 |
| 16 |  $DIS | Walt Disney Co | $195.8M | 1.6% | +0% | 68.9 |
| 17 |  $FNV | FRANCO NEVADA Corp | $175.0M | 1.5% | +4% | — |
| 18 |  $LOW | LOWES COMPANIES INC | $174.5M | 1.5% | +1% | 63.5 |
| 19 |  $LPLA | LPL Financial Holdings Inc. | $168.5M | 1.4% | +0% | 61.8 |
| 20 |  $GOOG | Alphabet Inc. | $164.5M | 1.4% | +0% | 80.2 |
| 21 |  $PGR | PROGRESSIVE CORP/OH/ | $149.4M | 1.3% | +0% | 83.6 |
| 22 |  $JNJ | JOHNSON & JOHNSON | $149.3M | 1.3% | +0% | 72.8 |
| 23 |  $AXP | AMERICAN EXPRESS CO | $148.4M | 1.2% | +0% | 73.2 |
| 24 |  $META | Meta Platforms, Inc. | $142.1M | 1.2% | +0% | 80.9 |
| 25 |  $BX | Blackstone Inc. | $141.3M | 1.2% | +0% | 68 |
| 26 |  $TXN | TEXAS INSTRUMENTS INC | $140.6M | 1.2% | +0% | 70.4 |
| 27 |  $RLI | RLI CORP | $136.6M | 1.1% | +0% | 73.8 |
| 28 |  $KKR | KKR & Co. Inc. | $134.3M | 1.1% | +0% | 49.8 |
| 29 |  $GD | GENERAL DYNAMICS CORP | $134.2M | 1.1% | +0% | 73 |
| 30 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $132.4M | 1.1% | +0% | 71.5 |
| 31 |  $SCHW | SCHWAB CHARLES CORP | $130.0M | 1.1% | +1% | 77.2 |
| 32 |  $APO | Apollo Global Management, Inc. | $112.8M | 0.9% | +0% | 55.7 |
| 33 |  $ADM | Archer-Daniels-Midland Co | $109.5M | 0.9% | +0% | 49.4 |
| 34 |  $NVO | NOVO NORDISK A S | $105.5M | 0.9% | +0% | — |
| 35 |  $MA | Mastercard Inc | $103.7M | 0.9% | +0% | 81.7 |
| 36 |  $DG | DOLLAR GENERAL CORP | $103.2M | 0.9% | +0% | 60.4 |
| 37 |  $DEO | DIAGEO PLC | $102.2M | 0.9% | +0% | — |
| 38 |  $LIN | LINDE PLC | $101.4M | 0.8% | +2% | — |
| 39 |  $BAM | Brookfield Asset Management Ltd. | $97.5M | 0.8% | +0% | — |
| 40 |  $MCO | MOODYS CORP /DE/ | $93.3M | 0.8% | +0% | 81.3 |
| 41 |  $ITW | ILLINOIS TOOL WORKS INC | $85.2M | 0.7% | +0% | 71.2 |
| 42 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $83.9M | 0.7% | +2% | 68.1 |
| 43 |  $NSC | NORFOLK SOUTHERN CORP | $81.1M | 0.7% | +3% | 70.8 |
| 44 |  $HEI.A | HEICO CORP | $80.1M | 0.7% | +0% | 79.2 |
| 45 |  $ROL | ROLLINS INC | $80.0M | 0.7% | +1% | 73.2 |
| 46 |  $NVR | NVR INC | $79.7M | 0.7% | +1% | 62.3 |
| 47 |  $MSCI | MSCI Inc. | $77.0M | 0.6% | +0% | 77.6 |
| 48 |  $JPM | JPMORGAN CHASE & CO | $74.3M | 0.6% | +0% | 35.6 |
| 49 |  $ECL | ECOLAB INC. | $73.0M | 0.6% | +0% | 64.3 |
| 50 |  $CG | Carlyle Group Inc. | $64.2M | 0.5% | +0% | 47.3 |
| 51 |  $SUNB | Sunbelt Rentals Holdings, Inc. | $62.7M | 0.5% | NEW | — |
| 52 |  $TSN | TYSON FOODS, INC. | $57.0M | 0.5% | +1% | 51.9 |
| 53 |  $SBUX | STARBUCKS CORP | $55.9M | 0.5% | +0% | 54.6 |
| 54 |  $ROK | ROCKWELL AUTOMATION, INC | $55.6M | 0.5% | +0% | 68.2 |
| 55 |  $SPGI | S&P Global Inc. | $50.1M | 0.4% | -22% | 79.4 |
| 56 |  $THG | HANOVER INSURANCE GROUP, INC. | $48.7M | 0.4% | +0% | 69.4 |
| 57 |  $ITIC | INVESTORS TITLE CO | $46.4M | 0.4% | +0% | 67.7 |
| 58 |  $AON | Aon plc | $43.8M | 0.4% | +1% | — |
| 59 |  $RTX | RTX Corp | $43.2M | 0.4% | +0% | 70 |
| 60 |  $FERG | Ferguson Enterprises Inc. /DE/ | $39.8M | 0.3% | +4% | 58.9 |
| 61 |  $LMT | LOCKHEED MARTIN CORP | $39.4M | 0.3% | +1% | 65 |
| 62 |  $COST | COSTCO WHOLESALE CORP /NEW | $39.0M | 0.3% | +0% | 67 |
| 63 |  $HCA | HCA Healthcare, Inc. | $39.0M | 0.3% | +2% | 70.5 |
| 64 |  $YUM | YUM BRANDS INC | $38.1M | 0.3% | +8% | 71.7 |
| 65 |  $UNP | UNION PACIFIC CORP | $36.5M | 0.3% | +6% | 74 |
| 66 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $33.0M | 0.3% | +7% | 63.7 |
| 67 |  $HGTY | Hagerty, Inc. | $32.7M | 0.3% | +0% | 68.2 |
| 68 |  $ALL | ALLSTATE CORP | $32.0M | 0.3% | +0% | 76.6 |
| 69 |  $ACN | Accenture plc | $31.6M | 0.3% | +0% | — |
| 70 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $30.7M | 0.3% | +4% | 65.9 |
| 71 |  $ABNB | Airbnb, Inc. | $30.6M | 0.3% | +1% | 70.1 |
| 72 |  $SHW | SHERWIN WILLIAMS CO | $30.2M | 0.3% | +0% | 65.3 |
| 73 |  $VRSK | Verisk Analytics, Inc. | $29.6M | 0.3% | +0% | 77.3 |
| 74 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $29.4M | 0.3% | +11% | 67.9 |
| 75 |  $TROW | PRICE T ROWE GROUP INC | $28.3M | 0.2% | +0% | 75.8 |
| 76 |  $CCZ | COMCAST CORP | $27.6M | 0.2% | +0% | 70.4 |
| 77 |  $CSCO | CISCO SYSTEMS, INC. | $27.6M | 0.2% | +0% | 72.3 |
| 78 |  $LAMR | LAMAR ADVERTISING CO/NEW | $24.4M | 0.2% | +4% | 67.8 |
| 79 |  $NKE | NIKE, Inc. | $23.6M | 0.2% | +0% | 53.4 |
| 80 |  $URI | UNITED RENTALS, INC. | $22.7M | 0.2% | +0% | 70.7 |
| 81 |  $BF-A | BROWN FORMAN CORP | $22.6M | 0.2% | +0% | 65.1 |
| 82 |  $CCK | CROWN HOLDINGS, INC. | $22.1M | 0.2% | +4% | 61.9 |
| 83 |  $APD | Air Products & Chemicals, Inc. | $21.9M | 0.2% | +6% | 41.2 |
| 84 |  $CSX | CSX CORP | $21.8M | 0.2% | +20% | 66.4 |
| 85 |  $RNR | RENAISSANCERE HOLDINGS LTD | $20.8M | 0.2% | +0% | — |
| 86 |  $PM | Philip Morris International Inc. | $18.9M | 0.2% | +0% | 80.5 |
| 87 |  $FIX | COMFORT SYSTEMS USA INC | $17.9M | 0.1% | +0% | 79.5 |
| 88 |  $COF | CAPITAL ONE FINANCIAL CORP | $16.6M | 0.1% | +0% | 71 |
| 89 |  $WFC | WELLS FARGO & COMPANY/MN | $16.3M | 0.1% | +0% | — |
| 90 |  $HSY | HERSHEY CO | $15.6M | 0.1% | +11% | 59.4 |
| 91 |  $HXL | HEXCEL CORP /DE/ | $15.3M | 0.1% | +0% | 50.5 |
| 92 |  $PEP | PEPSICO INC | $14.9M | 0.1% | +0% | 62.7 |
| 93 |  $__PARK_1390777 | Bank of New York Mellon Corp | $14.8M | 0.1% | +2% | 36.7 |
| 94 |  $CME | CME GROUP INC. | $14.7M | 0.1% | +9% | 74.5 |
| 95 |  $PAYX | PAYCHEX INC | $13.8M | 0.1% | +0% | 75.1 |
| 96 |  $SEIC | SEI INVESTMENTS CO | $13.6M | 0.1% | +0% | 77.9 |
| 97 |  $CARR | CARRIER GLOBAL Corp | $13.2M | 0.1% | +0% | 61.5 |
| 98 |  $EFX | EQUIFAX INC | $13.1M | 0.1% | +0% | 69.4 |
| 99 |  $SPOT | Spotify Technology S.A. | $12.6M | 0.1% | +0% | — |
| 100 | $BF-A | BROWN FORMAN CORP | $12.5M | 0.1% | +0% | 65.1 |
| 101 |  $AMAT | APPLIED MATERIALS INC /DE | $12.4M | 0.1% | +7% | 74.8 |
| 102 |  $CBOE | Cboe Global Markets, Inc. | $12.3M | 0.1% | +5% | 81.2 |
| 103 |  $SHOP | SHOPIFY INC. | $12.2M | 0.1% | +0% | — |
| 104 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $10.4M | 0.1% | +8% | 55.4 |
| 105 |  $UBER | Uber Technologies, Inc | $10.3M | 0.1% | +2% | 79.3 |
| 106 |  $SMG | SCOTTS MIRACLE-GRO CO | $10.2M | 0.1% | +0% | 74.9 |
| 107 |  $MELI | MERCADOLIBRE INC | $9.4M | 0.1% | NEW | 77.5 |
| 108 |  $OTIS | Otis Worldwide Corp | $8.8M | 0.1% | +0% | 60.3 |
| 109 |  $IQV | IQVIA HOLDINGS INC. | $8.0M | 0.1% | +0% | 59.7 |
| 110 |  $XOM | EXXON MOBIL CORP | $8.0M | 0.1% | +24% | 61.8 |
| 111 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $7.6M | 0.1% | NEW | 66.4 |
| 112 |  $SONY | Sony Group Corp | $6.9M | 0.1% | +0% | — |
| 113 |  $EMN | EASTMAN CHEMICAL CO | $5.7M | 0.1% | +0% | 49.4 |
| 114 |  $KMX | CARMAX INC | $5.7M | 0.1% | +0% | 54.1 |
| 115 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $5.5M | 0.1% | +20% | — |
| 116 |  $GHC | Graham Holdings Co | $5.5M | 0.1% | +0% | 62 |
| 117 |  $UNH | UNITEDHEALTH GROUP INC | $5.1M | 0.0% | -29% | 66.8 |
| 118 |  $NSP | INSPERITY, INC. | $4.9M | 0.0% | +19% | 48.2 |
| 119 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $4.7M | 0.0% | +18% | — |
| 120 |  $ICE | Intercontinental Exchange, Inc. | $4.5M | 0.0% | +38% | 73.8 |
| 121 |  $WRB | BERKLEY W R CORP | $4.0M | 0.0% | +0% | 71.8 |
| 122 |  $BC | BRUNSWICK CORP | $3.7M | 0.0% | +7% | 39.4 |
| 123 |  $MGM | MGM Resorts International | $3.2M | 0.0% | +0% | 48 |
| 124 |  $EXP | EAGLE MATERIALS INC | $2.8M | 0.0% | +0% | 62.7 |
| 125 |  $AYI | ACUITY INC. (DE) | $2.7M | 0.0% | +0% | 68.9 |
| 126 |  $SYY | SYSCO CORP | $2.2M | 0.0% | +0% | 58.4 |
| 127 |  $DPZ | DOMINOS PIZZA INC | $2.0M | 0.0% | +0% | 69.8 |
| 128 |  $BRO | BROWN & BROWN, INC. | $912,940 | 0.0% | +27% | 75.1 |
| 129 |  $WY | WEYERHAEUSER CO | $427,525 | 0.0% | NEW | 52.9 |
New Positions (4)
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