| Ticker | Name | Current Value | vs Filing % | % of Portfolio | vs Last Filing |
|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $938M | -3.5% | 7.2% | — |
| BRK-A | BERKSHIRE HATHAWAY INC DEL | $845M | +1.3% | 6.5% | — |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | $774M | +1% | 5.9% | — |
| DE | DEERE & CO | $606M | +8.8% | 4.6% | — |
| AMZN | AMAZON COM INC | $507M | +4.8% | 3.9% | — |
| BN | BROOKFIELD CORP | $482M | -13.4% | 3.7% | — |
| AAPL | APPLE INC | $419M | +17.9% | 3.2% | — |
| ADI | ANALOG DEVICES INC | $393M | -0.9% | 3% | -2.3% |
| V | VISA INC | $372M | +7.1% | 2.8% | +1% |
| GS | GOLDMAN SACHS GROUP INC | $336M | -7.5% | 2.6% | — |
| MSFT | MICROSOFT CORP | $278M | +38.4% | 2.1% | — |
| HD | HOME DEPOT INC | $270M | -16.9% | 2.1% | — |
| CAT | CATERPILLAR INC | $270M | -22.8% | 2.1% | — |
| BLK | BLACKROCK INC | $239M | +13% | 1.8% | — |
| DIS | DISNEY WALT CO | $216M | +10.3% | 1.6% | — |
| TXN | TEXAS INSTRS INC | $201M | -6.7% | 1.5% | — |
| FNV | FRANCO NEV CORP | $199M | +23.7% | 1.5% | +9.2% |
| GOOGL | ALPHABET INC | $197M | -3.8% | 1.5% | — |
| WSO | WATSCO INC | $190M | -23.9% | 1.5% | +2.7% |
| LPLA | LPL FINL HLDGS INC | $176M | +11.6% | 1.3% | — |
| META | META PLATFORMS INC | $176M | +33.4% | 1.3% | -5.7% |
| JNJ | JOHNSON & JOHNSON | $166M | +6.8% | 1.3% | — |
| PGR | PROGRESSIVE CORP | $155M | -5.9% | 1.2% | — |
| AXP | AMERICAN EXPRESS CO | $151M | -8.7% | 1.2% | — |
| BX | BLACKSTONE INC | $146M | +0.6% | 1.1% | — |
| LOW | LOWES COS INC | $142M | -14.2% | 1.1% | +1.8% |
| KKR | KKR & CO INC | $140M | +5.3% | 1.1% | — |
| SCHW | SCHWAB CHARLES CORP | $138M | +7.3% | 1.1% | +0.8% |
| RLI | RLI CORP | $133M | -5.7% | 1% | — |
| GD | GENERAL DYNAMICS CORP | $132M | -4.9% | 1% | — |
| MRSH | MARSH & MCLENNAN COS INC | $131M | +2.7% | 1% | — |
| APO | APOLLO GLOBAL MGMT INC | $123M | +2.9% | 0.9% | — |
| ADM | ARCHER DANIELS MIDLAND CO | $122M | +6.2% | 0.9% | — |
| DEO | DIAGEO PLC | $120M | +8.9% | 0.9% | — |
| MA | MASTERCARD INCORPORATED | $118M | +10.5% | 0.9% | — |
| NVO | NOVO-NORDISK A S | $111M | -19.1% | 0.9% | — |
| DG | DOLLAR GEN CORP | $109M | +8.5% | 0.8% | — |
| LIN | LINDE PLC | $101M | -9.5% | 0.8% | +5.4% |
| MCO | MOODYS CORP | $100M | +3.5% | 0.8% | — |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $97.8M | -0.6% | 0.7% | — |
| ITW | ILLINOIS TOOL WKS INC | $89.8M | +1.4% | 0.7% | — |
| NSC | NORFOLK SOUTHN CORP | $88.4M | -0.5% | 0.7% | — |
| HEI-A | HEICO CORP NEW | $88.1M | -10% | 0.7% | — |
| JPM | JPMORGAN CHASE & CO | $86.6M | +4.8% | 0.7% | — |
| MSCI | MSCI INC | $78.8M | -1.5% | 0.6% | — |
| ECL | ECOLAB INC | $76.7M | +0.3% | 0.6% | — |
| NVR | NVR INC | $76.2M | -7.6% | 0.6% | — |
| ODFL | OLD DOMINION FREIGHT LINE IN | $74.4M | -20% | 0.6% | — |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $73.1M | +0.3% | 0.6% | +1.1% |
| ROK | ROCKWELL AUTOMATION INC | $67.2M | -12.3% | 0.5% | — |
| THG | HANOVER INS GROUP INC | $61.1M | +1.6% | 0.5% | — |
| ITIC | INVESTORS TITLE CO NC | $61.0M | +4.5% | 0.5% | — |
| SBUX | STARBUCKS CORP | $59.2M | -7.2% | 0.5% | — |
| CG | CARLYLE GROUP INC | $53.1M | -4.9% | 0.4% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $49.3M | +34.6% | 0.4% | +8.9% |
| SPGI | S&P GLOBAL INC | $47.5M | -1% | 0.4% | — |
| TSN | TYSON FOODS INC | $46.5M | -11.1% | 0.4% | +2.7% |
| ROL | ROLLINS INC | $45.5M | -28.1% | 0.3% | +1.2% |
| UNP | UNION PAC CORP | $44.1M | +0.7% | 0.3% | +7.2% |
| RTX | RTX CORPORATION | $42.4M | -0.2% | 0.3% | — |
| HGTY | HAGERTY INC | $42.2M | +17.7% | 0.3% | — |
| MELI | MERCADOLIBRE INC | $42.1M | +3.3% | 0.3% | +340.4% |
| FERG | FERGUSON ENTERPRISES INC | $40.1M | -6.1% | 0.3% | +5.6% |
| ABNB | AIRBNB INC | $38.2M | +10% | 0.3% | — |
| CSCO | CISCO SYS INC | $37.9M | -9.2% | 0.3% | — |
| AON | AON PLC | $37.8M | -16.2% | 0.3% | — |
| FDS | FACTSET RESH SYS INC | $37.0M | +18.7% | 0.3% | — |
| HCA | HCA HEALTHCARE INC | $36.8M | +11.7% | 0.3% | +2.3% |
| COST | COSTCO WHOLESALE CORPORATION | $36.1M | -1.4% | 0.3% | — |
| ALL | ALLSTATE CORP | $35.2M | -4.3% | 0.3% | — |
| MAR | MARRIOTT INTL INC NEW | $35.0M | -5% | 0.3% | +6.1% |
| YUM | YUM BRANDS INC | $34.0M | -13.3% | 0.3% | — |
| LMT | LOCKHEED MARTIN CORP | $33.9M | +2% | 0.3% | — |
| TROW | PRICE T ROWE GROUP INC | $33.1M | -7.2% | 0.3% | — |
| URI | UNITED RENTALS INC | $32.6M | -7.6% | 0.2% | — |
| SHW | SHERWIN WILLIAMS CO | $31.0M | -4.4% | 0.2% | — |
| ACN | ACCENTURE PLC IRELAND | $28.1M | +41.5% | 0.2% | — |
| LAMR | LAMAR ADVERTISING CO | $27.8M | -7.7% | 0.2% | — |
| CSX | CSX CORP | $27.3M | -1.6% | 0.2% | +10.3% |
| VRSK | VERISK ANALYTICS INC | $26.4M | -5.7% | 0.2% | — |
| APD | AIR PRODUCTS AND CHEMICALS I | $24.9M | -3.9% | 0.2% | +17.2% |
| CCK | CROWN HLDGS INC | $23.8M | -3.4% | 0.2% | — |
| RNR | RENAISSANCERE HLDGS LTD | $22.8M | +2.7% | 0.2% | — |
| BF-A | BROWN FORMAN CORP | $22.5M | -2.4% | 0.2% | — |
| PM | PHILIP MORRIS INTL INC | $21.8M | +5.3% | 0.2% | — |
| FIX | COMFORT SYS USA INC | $21.6M | -16.3% | 0.2% | — |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.9M | 0% | 0.2% | +181.7% |
| BNY | BANK NEW YORK MELLON CORP | $18.7M | +3.8% | 0.1% | — |
| SEIC | SEI INVTS CO | $18.3M | +20.5% | 0.1% | — |
| COF | CAPITAL ONE FINL CORP | $18.2M | -0.2% | 0.1% | — |
| AMAT | APPLIED MATLS INC | $17.6M | -32.9% | 0.1% | — |
| CMCSA | COMCAST CORP NEW | $17.6M | -10.8% | 0.1% | -16.6% |
| WFC | WELLS FARGO & CO | $17.0M | +0.4% | 0.1% | — |
| HXL | HEXCEL CORP NEW | $16.2M | -14.3% | 0.1% | — |
| NKE | NIKE INC | $16.0M | -12.9% | 0.1% | — |
| PAYX | PAYCHEX INC | $15.2M | +3.1% | 0.1% | — |
| SHOP | SHOPIFY INC | $14.6M | +24.6% | 0.1% | — |
| CARR | CARRIER GLOBAL CORPORATION | $13.2M | -23.1% | 0.1% | — |
| SPOT | SPOTIFY TECHNOLOGY S A | $13.2M | +11.1% | 0.1% | — |
| CME | CME GROUP INC | $13.2M | +19.8% | 0.1% | — |
| IQV | IQVIA HLDGS INC | $12.7M | +39.9% | 0.1% | — |
| HSY | HERSHEY CO | $12.5M | -5.2% | 0.1% | — |
| BF-B | BROWN FORMAN CORP | $12.4M | -1.8% | 0.1% | — |
| PEP | PEPSICO INC | $12.4M | -5% | 0.1% | — |
| CBOE | CBOE GLOBAL MKTS INC | $11.3M | +6.3% | 0.1% | — |
| EFX | EQUIFAX INC | $10.8M | -6.7% | 0.1% | — |
| UBER | UBER TECHNOLOGIES INC | $9.9M | -3.5% | 0.1% | — |
| OTIS | OTIS WORLDWIDE CORP | $8.8M | -7.9% | 0.1% | +16.6% |
| NSP | INSPERITY INC | $8.7M | +15.8% | 0.1% | — |
| SONY | SONY GROUP CORP | $7.9M | +17.4% | 0.1% | — |
| KMX | CARMAX INC | $7.8M | +8.2% | 0.1% | — |
| HII | HUNTINGTON INGALLS INDS INC | $7.3M | -5.7% | 0.1% | — |
| CNI | CANADIAN NATL RY CO | $6.5M | +1.4% | 0% | — |
| CP | CANADIAN PACIFIC KANSAS CITY | $6.3M | +0.3% | 0% | +22.7% |
| GHC | GRAHAM HLDGS CO | $6.0M | +1.2% | 0% | — |
| EMN | EASTMAN CHEM CO | $5.0M | 0% | 0% | — |
| ZTS | ZOETIS INC | $4.7M | -1.1% | 0% | new |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4.5M | +25.3% | 0% | — |
| WRB | BERKLEY W R CORP | $4.1M | -5.3% | 0% | — |
| BC | BRUNSWICK CORP | $3.4M | -20.2% | 0% | — |
| AYI | ACUITY INC | $3.1M | -15.2% | 0% | — |
| MGM | MGM RESORTS INTERNATIONAL | $2.9M | -31.9% | 0% | — |
| NFLX | NETFLIX INC. | $2.8M | -0.4% | 0% | new |
| EXP | EAGLE MATLS INC | $2.6M | -20.7% | 0% | — |
| WY | WEYERHAEUSER CO | $2.4M | -16.4% | 0% | +585.7% |
| SYY | SYSCO CORP | $2.4M | -6.1% | 0% | — |
| DPZ | DOMINOS PIZZA INC | $1.6M | -1.3% | 0% | — |
| BRO | BROWN & BROWN INC | $851k | -5.2% | 0% | — |
| UFPI | UFP INDUSTRIES INC | $318k | -12.4% | 0% | new |
| EXMOC | EXXON MOBIL CORP | — | — | — | +19.4% |
Portfolio reflects Markel Group's 13-F filed 2026-07-31 (2026-06-30 quarter-end), marked to most recent close.