Markel Group Inc.

CIK 1096343 · SEC EDGAR에서 보기 ↗

포트폴리오 가치 분기별: +10.0% 13F는 현금을 공개하지 않습니다

상위 10개 보유 비중42.92%

상위 25개 보유 비중66.27%

1% 초과 포지션30

유효 포지션 수37.1

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

회전율 Q2 2026: 0.29% 추정 매수 $113,603,329 · 매도 $36,527,158

중앙값 보유 기간: 6.0 분기 추적 기간 Q1 2025–Q2 2026 · 87.2% 보유 중

신규 포지션3

증가함24

감소3

종료2

포트폴리오 가치 $13.1B 13F 가치 기준 9,337개 중 #455위 · 상위 4.9%

포지션 130

기준일 2026년 6월 30일 Q2 2026 기준 데이터

S&P 500 대비 성과

Q3 2025–Q2 2026 추적 +7.4%

S&P 500 총수익률 (동일 기간) +13.0%

초과 수익률 -5.5%

연율화: +10.1% · S&P 500: +17.7%

분기별 SEC 13F 스냅샷을 기반으로 구축된 매수 후 보유 포트폴리오를 근사합니다. 현금, 공매도 포지션, 옵션/파생상품 및 13(f) 외 증권은 제외되며, 총 펀드 AUM이 아닌 공개된 롱 에쿼티 북만 반영합니다. SEC 제출 지연은 최대 45일이며, 이는 실시간 복사 가능한 타이밍이 아닙니다.

가격 산정 가능 범위: 85.5% · 옵션 제외: 0.0%

섹터별 비중

Financials 40.7%

Industrials 16.8%

Communication Services 12.0%

Technology 9.3%

Retail 8.9%

Materials 3.3%

Healthcare 2.9%

Consumer Staples 2.7%

Consumer Discretionary 1.6%

Consumer products 0.7%

Real Estate 0.3%

Energy 0.2%

기타/미분류 0.6%

전체 포트폴리오 130 포지션

티커 또는 회사명으로 포지션 검색

					연속
GOOG Alphabet Inc. - Class C Capital Stock	$971,608,033	7.40%	2,749,860	$182,783,193
BRK-A (제출됨 BRKA) Berkshire Hathaway Inc. Class A	$834,218,900	6.35%	1,114	$34,210,940
BRK-B (제출됨 BRKB) Berkshire Hathaway Inc. Class B	$766,582,969	5.84%	1,531,971	$32,462,466
DE Deere & Company Common Stock	$556,878,306	4.24%	877,900	$62,357,236
BN Brookfield Corporation Class A Limited Voting Shares	$556,805,009	4.24%	13,073,609	$27,716,052
AMZN Amazon.com, Inc. - Common Stock	$484,011,339	3.69%	2,030,760	$61,064,954
ADI Analog Devices, Inc. - Common Stock	$397,039,330	3.02%	999,671	$71,504,166	하락 ×1
GS Goldman Sachs Group, Inc. (The) Common Stock	$363,445,924	2.77%	359,360	$59,430,959
AAPL Apple Inc. - Common Stock	$355,128,634	2.70%	1,227,290	$43,654,704
CAT Caterpillar, Inc. Common Stock	$349,979,385	2.67%	328,650	$117,144,006
V Visa Inc.	$347,863,069	2.65%	1,013,912	$44,314,068	상승 ×2
HD Home Depot, Inc. (The) Common Stock	$325,347,299	2.48%	922,500	$22,768,498	상승 ×1
WSO Watsco, Inc. Common Stock	$249,100,359	1.90%	597,750	$37,313,097	상승 ×3
TXN Texas Instruments Incorporated - Common Stock	$215,802,680	1.64%	724,000	$75,245,321
BLK BlackRock, Inc. Common Stock	$211,735,512	1.61%	220,200	$-33,031
GOOGL Alphabet Inc. - Class A Common Stock	$204,415,640	1.56%	572,000	$39,931,320
MSFT Microsoft Corporation - Common Stock	$200,546,744	1.53%	537,630	$1,532,248
DIS Walt Disney Company (The) Common Stock	$195,547,757	1.49%	2,031,665	$-264,117
AXP American Express Company Common Stock	$165,894,715	1.26%	490,450	$17,543,399
LOW Lowe's Companies, Inc. Common Stock	$165,804,070	1.26%	751,980	$-8,683,983	상승 ×6
PGR Progressive Corporation (The) Common Stock	$164,656,689	1.25%	753,750	$15,233,289
FNV Franco-Nevada Corporation	$161,228,340	1.23%	773,500	$-13,806,586	상승 ×6
LPLA LPL Financial Holdings Inc. - Common Stock	$157,726,999	1.20%	559,951	$-10,723,060
JNJ Johnson & Johnson Common Stock	$155,124,875	1.18%	610,800	$5,820,923
BX Blackstone Inc. Common Stock	$144,616,429	1.10%	1,229,000	$3,293,719
RLI RLI Corp. Common Stock (DE)	$141,445,715	1.08%	2,394,544	$4,860,925
GD General Dynamics Corporation Common Stock	$138,507,840	1.05%	391,000	$4,308,821
NVO Novo Nordisk A/S Common Stock	$137,576,966	1.05%	2,869,774	$32,112,770
KKR KKR & Co. Inc. Common Stock	$133,246,205	1.01%	1,451,800	$-1,045,297
META Meta Platforms, Inc. - Class A Common Stock	$131,901,676	1.00%	234,163	$-10,159,919	하락 ×1
SCHW Charles Schwab Corporation (The) Common Stock	$128,698,196	0.98%	1,394,800	$-1,351,327	상승 ×3
MRSH Marsh Common Stock	$127,252,547	0.97%	763,500	$-5,176,530
APO Apollo Global Management, Inc. (New) Common Stock	$119,788,875	0.91%	1,012,500	$6,976,125
ADM Archer-Daniels-Midland Company Common Stock	$115,043,119	0.88%	1,505,800	$5,586,517
LIN Linde plc - Ordinary Shares	$111,883,464	0.85%	215,600	$10,450,968	상승 ×6
DEO Diageo plc Common Stock	$110,298,080	0.84%	1,372,208	$8,137,194
MA Mastercard Incorporated Common Stock	$106,592,545	0.81%	207,540	$2,893,109
DG Dollar General Corporation Common Stock	$100,059,367	0.76%	869,250	$-3,146,685
BAM Brookfield Asset Management Inc Class A Limited Voting Shares	$98,398,791	0.75%	2,193,953	$877,579
HEI-A (제출됨 HEIA) HEICO Corporation Class A	$97,913,984	0.75%	379,644	$17,774,932
MCO Moody's Corporation Common Stock	$96,875,059	0.74%	213,890	$3,565,545
ODFL Old Dominion Freight Line, Inc. - Common Stock	$92,953,890	0.71%	429,150	$9,097,980
NSC Norfolk Southern Corporation Common Stock	$88,871,675	0.68%	282,500	$7,794,175
ITW Illinois Tool Works Inc. Common Stock	$88,578,926	0.67%	327,500	$3,333,950
JPM JP Morgan Chase & Co. Common Stock	$82,667,192	0.63%	252,550	$8,377,084
NVR NVR, Inc. Common Stock	$82,421,700	0.63%	12,097	$2,770,425	상승 ×3
MSCI MSCI Inc. Common Stock	$80,001,714	0.61%	142,850	$3,004,136
ROK Rockwell Automation, Inc. Common Stock	$76,687,892	0.58%	154,900	$21,097,380
ECL Ecolab Inc. Common Stock	$76,422,723	0.58%	274,300	$3,453,437
알 수 없는 발행자 (CUSIP: 866966104)	$72,891,947	0.56%	974,361	$10,186,780	상승 ×1
SBUX Starbucks Corporation - Common Stock	$63,747,961	0.49%	623,818	$7,860,106
ROL Rollins, Inc. Common Stock	$63,299,755	0.48%	1,516,525	$-16,709,761	상승 ×5
THG Hanover Insurance Group Inc	$60,167,720	0.46%	281,000	$11,456,370
ITIC Investors Title Company - Common Stock	$58,375,945	0.44%	213,300	$12,017,324
CG The Carlyle Group Inc. - Common Stock	$55,879,970	0.43%	1,327,000	$-8,333,560
TSN Tyson Foods, Inc. Common Stock	$52,297,875	0.40%	913,500	$-4,692,390	상승 ×5
SPGI S&P Global Inc. Common Stock	$47,930,429	0.37%	117,690	$-2,127,836
AON Aon plc Class A Ordinary Shares (Ireland)	$45,043,503	0.34%	135,800	$1,209,979
UNP Union Pacific Corporation Common Stock	$43,799,616	0.33%	161,028	$7,339,168	상승 ×5
FERG Ferguson Enterprises Inc. Common Stock	$42,766,866	0.33%	180,200	$2,949,384	상승 ×6
RTX RTX Corporation Common Stock	$42,499,520	0.32%	224,000	$-710,080
CSCO Cisco Systems, Inc. - Common Stock	$41,757,030	0.32%	355,500	$14,173,785
MELI MercadoLibre, Inc. - Common Stock	$40,737,361	0.31%	24,000	$31,314,202	상승 ×1
YUM Yum! Brands, Inc.	$39,199,750	0.30%	245,213	$1,074,032
MAR Marriott International - Class A Common Stock	$36,873,706	0.28%	99,500	$6,210,893	상승 ×6
ALL Allstate Corporation (The) Common Stock	$36,773,627	0.28%	154,550	$4,729,230
TMO Thermo Fisher Scientific Inc Common Stock	$36,649,416	0.28%	73,100	$3,667,752	상승 ×6
COST Costco Wholesale Corporation - Common Stock	$36,623,651	0.28%	39,150	$-2,386,584
HGTY Hagerty, Inc. Class A Common Stock	$35,897,400	0.27%	3,108,000	$3,170,160
TROW T. Rowe Price Group, Inc. - Common Stock	$35,698,661	0.27%	314,000	$7,394,701
URI United Rentals, Inc. Common Stock	$35,289,524	0.27%	31,150	$12,594,880
ABNB Airbnb, Inc. - Class A Common Stock	$34,685,867	0.26%	242,389	$4,076,983
LMT Lockheed Martin Corporation Common Stock	$33,223,415	0.25%	65,213	$-6,190,671
HCA HCA Healthcare, Inc. Common Stock	$32,893,460	0.25%	84,366	$-6,115,714	상승 ×6
SHW Sherwin-Williams Company (The) Common Stock	$32,425,304	0.25%	94,172	$2,238,470
FDS FactSet Research Systems Inc. Common Stock	$31,147,311	0.24%	135,376	$1,772,073
LAMR Lamar Advertising Company - Class A Common Stock	$30,104,140	0.23%	193,000	$5,658,760
VRSK Verisk Analytics, Inc. - Common Stock	$27,997,704	0.21%	155,950	$-1,593,809
CSX CSX Corporation - Common Stock	$27,781,285	0.21%	584,500	$6,024,785	상승 ×4
AMAT Applied Materials, Inc. - Common Stock	$26,281,050	0.20%	36,350	$13,856,983
APD Air Products and Chemicals, Inc. Common Stock	$25,946,430	0.20%	88,500	$4,014,435	상승 ×3
FIX Comfort Systems USA, Inc. Common Stock	$25,765,350	0.20%	13,000	$7,838,480
CCK Crown Holdings, Inc.	$24,600,400	0.19%	220,000	$2,545,400
BF-A (제출됨 BFA) Brown-Forman Corporation Class A	$23,064,480	0.18%	843,000	$480,511
RNR RenaissanceRe Holdings Ltd. Common Stock	$22,183,000	0.17%	70,000	$1,376,900
EPD Enterprise Products Partners L.P. Common Stock	$20,916,440	0.16%	569,000	$13,272,760	상승 ×1
PM Philip Morris International Inc Common Stock	$20,714,195	0.16%	114,500	$1,782,764
ACN Accenture plc Class A Ordinary Shares (Ireland)	$19,835,735	0.15%	159,400	$-11,771,690
CMCSA Comcast Corporation - Class A Common Stock	$19,690,917	0.15%	802,074	$-7,924,657	하락 ×1
HXL Hexcel Corporation Common Stock	$18,911,340	0.14%	189,000	$3,615,570
NKE Nike, Inc. Common Stock	$18,365,770	0.14%	447,400	$-5,265,898
COF Capital One Financial Corporation Common Stock	$18,256,420	0.14%	91,000	$1,655,290
BK The Bank of New York Mellon Corporation Common Stock	$18,003,945	0.14%	124,500	$3,234,510
CARR Carrier Global Corporation Common Stock	$17,237,250	0.13%	235,000	$4,004,400
WFC Wells Fargo & Company Common Stock	$16,895,748	0.13%	204,450	$619,483
SEIC SEI Investments Company - Common Stock	$15,191,372	0.12%	173,200	$1,600,368
PAYX Paychex, Inc. - Common Stock	$14,749,500	0.11%	150,000	$931,500
HSY The Hershey Company Common Stock	$13,158,750	0.10%	75,000	$-2,433,000
PEP PepsiCo, Inc. - Common Stock	$13,026,834	0.10%	96,210	$-1,913,617
BF-B (제출됨 BFB) Brown-Forman Corporation Class B	$12,637,084	0.10%	474,187	$99,580
일치하는 항목 없음

핵심 보유 종목

3개 분기 이상 연속으로 포지션이 증가했습니다.

주식 수는 13F 신고서에 보고된 대로입니다 (분할 조정되지 않음)

증권	가치	% 포트폴리오의	연속
WSO	$249,100,359	1.90%	×3 상승
LOW	$165,804,070	1.26%	×6 상승
FNV	$161,228,340	1.23%	×6 상승
SCHW	$128,698,196	0.98%	×3 상승
LIN	$111,883,464	0.85%	×6 상승
NVR	$82,421,700	0.63%	×3 상승
ROL	$63,299,755	0.48%	×5 상승
TSN	$52,297,875	0.40%	×5 상승
UNP	$43,799,616	0.33%	×5 상승
FERG	$42,766,866	0.33%	×6 상승
MAR	$36,873,706	0.28%	×6 상승
TMO	$36,649,416	0.28%	×6 상승
HCA	$32,893,460	0.25%	×6 상승
CSX	$27,781,285	0.21%	×4 상승
APD	$25,946,430	0.20%	×3 상승

가장 큰 신규 베팅

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권	가치	주식	% 포트폴리오의
ZTS	$4,756,773	66,195	0.04%
NFLX	$2,856,000	40,000	0.02%
UFPI	$362,960	4,000	0.00%

상위 변동 (분기별)

증권	거래	주식 Δ	가치 Δ
GOOG	가격 변동만	+0	+$182.8M
CAT	가격 변동만	+0	+$117.1M
TXN	가격 변동만	+0	+$75.2M
ADI	축소함	-24K	+$71.5M
DE	가격 변동만	+0	+$62.4M
AMZN	가격 변동만	+0	+$61.1M
GS	가격 변동만	+0	+$59.4M
V	추가 매수	+10K	+$44.3M
AAPL	가격 변동만	+0	+$43.7M
GOOGL	가격 변동만	+0	+$39.9M

청산 포지션

기업 이벤트(합병, 상장 폐지) 포함 — 모든 이탈이 매도는 아님

청산된 포지션은 13F 보고 변경 사항을 반영합니다. 인덱스 관리자의 경우 이러한 변경은 능동적인 결정이 아닌 기계적인(상장 폐지, M&A, 인덱스 리밸런싱) 경우가 많습니다.

증권	분기	이전 주식 수	이전 가치	매도 후 가격 변동
FDX	2025년 12월 31일	213,000	$50,227,530	0.5%
MMM	2025년 9월 30일	118,250	$18,002,380	4.3%
TGT	2026년 3월 31일	133,000	$13,000,750	28.7%
CHH	2026년 3월 31일	115,500	$11,002,530	-1.0%
SMG	2026년 6월 30일	168,000	$10,216,081	-28.0%
OI	2025년 9월 30일	473,700	$6,982,338	-56.8%
UNH	2026년 6월 30일	18,700	$5,060,034	-10.5%
ADBE	2025년 12월 31일	14,000	$4,938,500	-32.1%
CE	2025년 9월 30일	81,300	$4,498,329	5.0%
GPK	2025년 9월 30일	174,000	$3,666,180	-55.1%
CABO	2025년 6월 30일	11,900	$3,162,663	-91.0%
BALL	2025년 9월 30일	51,000	$2,860,590	11.8%
WTW	2025년 9월 30일	8,627	$2,644,177	-16.5%
IT	2025년 9월 30일	5,700	$2,304,054	-29.7%
INTU	2025년 9월 30일	2,720	$2,142,353	-58.8%
CSGP	2025년 9월 30일	18,600	$1,495,440	-67.5%
EL	2025년 9월 30일	15,000	$1,212,000	4.4%
BUD	2025년 9월 30일	11,000	$755,920	23.2%
TRU	2026년 3월 31일	2,000	$171,500	-8.3%