13F filing recap · Q2 2025
What did Markel Group buy in Q2 2025?
Reported stock-position changes between this filing and the previous one.
Stock value
$11.83B
Positions
137
Estimated turnover
1.1%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Markel Group opened new positions in Adobe, Applied Materials, and CSX, and exited Cable One entirely. It also added to Airbnb, HCA Healthcare, Union Pacific, Thermo Fisher Scientific, Lamar Advertising, and Marriott International, while substantially trimming 3M, O-I Glass, and Graphic Packaging. The period also saw dramatic increases in CME Group, Cboe Global Markets, Eagle Materials, and Sysco.