13F filing recap · Q2 2026

What did Markel Group buy in Q2 2026?

Reported stock-position changes between this filing and the previous one.

Stock value

$13.13B

Positions

130

Estimated turnover

1.2%

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 Zoetis, Netflix, and Ufp Industries, while exiting Scotts Miracle-Gro and UnitedHealth Group entirely. It also added slightly to Visa, Home Depot, Watsco, Lowe’s, and Franco-Nevada, among others, and trimmed Analog Devices and Meta Platforms modestly. The most notable increases were dramatic additions to Mercadolibre, Enterprise Products Partners, and Weyerhaeuser, alongside moderate boosts to CSX, Air Products and Chemicals, and Comcast was reduced.

New positions

ZTSZoetis Inc.$4.76Mreported value+66.2K shares NFLXNetflix, Inc.$2.86Mreported value+40.0K shares UFPIUfp Industries, Inc.$363.0Kreported value+4.0K shares

Increased positions

VVisa Inc.$347.86Mreported value+9.6K shares+1.0%HDHome Depot, Inc.$325.35Mreported value+2.5K shares+0.3%WSOWatsco Inc$249.10Mreported value+15.6K shares+2.7%LOWLowe’s Companies, Inc.$165.80Mreported value+13.5K shares

Reduced positions

ADIAnalog Devices, Inc.$397.04Mreported value-23.6K shares-2.3%METAMeta Platforms, Inc.$131.90Mreported value-14.1K shares-5.7%CMCSAComcast Corporation$19.69Mreported value-159.8K shares-16.6%

Exited positions

SMGScotts Miracle-Gro Co$10.22Mprior reported value-168.0K shares-100.0%UNHUnitedHealth Group Incorporated$5.06Mprior reported value-18.7K shares-100.0%