| Ticker | Name | Current Value | vs Filing % | % of Portfolio | vs Last Filing |
|---|---|---|---|---|---|
| BRK-A | BERKSHIRE HATHAWAY INC DEL | $954M | +14.7% | 7.1% | — |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | $877M | +14.9% | 6.5% | — |
| GOOG | ALPHABET INC | $775M | -17.3% | 5.7% | — |
| DE | DEERE & CO | $571M | -1.2% | 4.2% | -1.9% |
| BN | BROOKFIELD CORP | $546M | +14.5% | 4% | — |
| AMZN | AMAZON COM INC | $528M | +4.4% | 3.9% | — |
| V | VISA INC | $428M | +17.6% | 3.2% | — |
| AAPL | APPLE INC | $422M | +3.3% | 3.1% | — |
| ADI | ANALOG DEVICES INC | $361M | -9% | 2.7% | — |
| HD | HOME DEPOT INC | $326M | +23% | 2.4% | +1% |
| GS | GOLDMAN SACHS GROUP INC | $312M | -3.5% | 2.3% | — |
| MSFT | MICROSOFT CORP | $288M | +4.5% | 2.1% | — |
| BLK | BLACKROCK INC | $258M | +10.6% | 1.9% | — |
| DIS | DISNEY WALT CO | $239M | +11.7% | 1.8% | — |
| TXN | TEXAS INSTRS INC | $201M | -0.7% | 1.5% | — |
| FNV | FRANCO NEV CORP | $197M | +5.3% | 1.5% | +1.7% |
| WSO | WATSCO INC | $194M | +2.8% | 1.4% | +4.2% |
| CAT | CATERPILLAR INC | $182M | -31.7% | 1.3% | — |
| PGR | PROGRESSIVE CORP | $176M | +12.5% | 1.3% | — |
| LOW | LOWES COS INC | $173M | +23.3% | 1.3% | +1.3% |
| LPLA | LPL FINL HLDGS INC | $170M | -1.6% | 1.3% | +1.1% |
| RLI | RLI CORP | $169M | +26.1% | 1.3% | +1.1% |
| JNJ | JOHNSON & JOHNSON | $166M | +2.9% | 1.2% | — |
| MRSH | MARSH & MCLENNAN COS INC | $160M | +22.7% | 1.2% | — |
| AXP | AMERICAN EXPRESS CO | $159M | +6.9% | 1.2% | — |
| BX | BLACKSTONE INC | $147M | +6.9% | 1.1% | — |
| GOOGL | ALPHABET INC | $147M | -17.9% | 1.1% | -9.1% |
| KKR | KKR & CO INC | $143M | +7.7% | 1.1% | — |
| GD | GENERAL DYNAMICS CORP | $139M | +7.4% | 1% | — |
| DEO | DIAGEO PLC | $138M | +17.1% | 1% | — |
| MA | MASTERCARD INCORPORATED | $136M | +18.9% | 1% | — |
| SCHW | SCHWAB CHARLES CORP | $129M | -5.3% | 1% | — |
| META | META PLATFORMS INC | $127M | -16.6% | 0.9% | -10.7% |
| DG | DOLLAR GEN CORP | $120M | +15.4% | 0.9% | — |
| APO | APOLLO GLOBAL MGMT INC | $119M | +1% | 0.9% | — |
| NVO | NOVO-NORDISK A S | $116M | +6.3% | 0.9% | — |
| LIN | LINDE PLC | $115M | +9.8% | 0.9% | +2.3% |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $114M | +17.7% | 0.8% | -0.9% |
| MCO | MOODYS CORP | $110M | +13.5% | 0.8% | — |
| ADM | ARCHER DANIELS MIDLAND CO | $106M | -11.2% | 0.8% | — |
| MSCI | MSCI INC | $93.7M | +21.8% | 0.7% | — |
| ITW | ILLINOIS TOOL WKS INC | $93.5M | +10.9% | 0.7% | — |
| NSC | NORFOLK SOUTHN CORP | $93.0M | +6.6% | 0.7% | — |
| HEI-A | HEICO CORP NEW | $92.7M | +7% | 0.7% | — |
| JPM | JPMORGAN CHASE & CO | $85.2M | +2% | 0.6% | — |
| ECL | ECOLAB INC | $83.9M | +11.4% | 0.6% | — |
| NVR | NVR INC | $78.0M | +4.2% | 0.6% | +0.6% |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $74.9M | +4% | 0.6% | +0.9% |
| ODFL | OLD DOMINION FREIGHT LINE IN | $73.2M | -1.9% | 0.5% | — |
| THG | HANOVER INS GROUP INC | $70.0M | +16.4% | 0.5% | — |
| SBUX | STARBUCKS CORP | $66.2M | +13% | 0.5% | — |
| ROL | ROLLINS INC | $61.3M | +28.7% | 0.5% | +4.3% |
| ROK | ROCKWELL AUTOMATION INC | $59.0M | -12.5% | 0.4% | — |
| HGTY | HAGERTY INC | $57.1M | +36.4% | 0.4% | — |
| ITIC | INVESTORS TITLE CO NC | $55.7M | -7.6% | 0.4% | — |
| SPGI | S&P GLOBAL INC | $55.6M | +19.8% | 0.4% | — |
| TSN | TYSON FOODS INC | $54.9M | +19% | 0.4% | — |
| CG | CARLYLE GROUP INC | $53.0M | +0.8% | 0.4% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $50.2M | +0.3% | 0.4% | +1.4% |
| UNP | UNION PAC CORP | $49.5M | +9.5% | 0.4% | +3.1% |
| AON | AON PLC | $46.8M | +24.4% | 0.3% | — |
| FDS | FACTSET RESH SYS INC | $46.1M | +26.1% | 0.3% | — |
| FERG | FERGUSON ENTERPRISES INC | $43.4M | +5.9% | 0.3% | +2.2% |
| HCA | HCA HEALTHCARE INC | $43.1M | +18.9% | 0.3% | +0.7% |
| RTX | RTX CORPORATION | $43.0M | +3.4% | 0.3% | — |
| ACN | ACCENTURE PLC IRELAND | $42.3M | +44.6% | 0.3% | — |
| MAR | MARRIOTT INTL INC NEW | $41.6M | +17.3% | 0.3% | — |
| ALL | ALLSTATE CORP | $41.2M | +20.2% | 0.3% | — |
| LMT | LOCKHEED MARTIN CORP | $37.6M | +13.1% | 0.3% | — |
| MELI | MERCADOLIBRE INC | $37.0M | -11.5% | 0.3% | +0.8% |
| COST | COSTCO WHOLESALE CORPORATION | $36.0M | +17.1% | 0.3% | -13.8% |
| ZTS | ZOETIS INC | $34.9M | +17.6% | 0.3% | +542.5% |
| TROW | PRICE T ROWE GROUP INC | $34.1M | +4.5% | 0.3% | — |
| CSCO | CISCO SYS INC | $34.0M | -11.1% | 0.3% | — |
| VRSK | VERISK ANALYTICS INC | $33.0M | +26% | 0.2% | — |
| SHW | SHERWIN WILLIAMS CO | $32.9M | +8% | 0.2% | — |
| URI | UNITED RENTALS INC | $32.5M | +4.3% | 0.2% | — |
| CSX | CSX CORP | $30.4M | +9.3% | 0.2% | +2.2% |
| LAMR | LAMAR ADVERTISING CO | $30.4M | +9.2% | 0.2% | — |
| APD | AIR PRODUCTS AND CHEMICALS I | $28.7M | +11.2% | 0.2% | +4.8% |
| CCK | CROWN HLDGS INC | $26.8M | +15.6% | 0.2% | — |
| BF-A | BROWN FORMAN CORP | $26.8M | +18.5% | 0.2% | — |
| RNR | RENAISSANCERE HLDGS LTD | $24.8M | +11.3% | 0.2% | — |
| YUM | YUM BRANDS INC | $23.6M | +21.8% | 0.2% | -42.1% |
| PM | PHILIP MORRIS INTL INC | $23.1M | +5.6% | 0.2% | — |
| EPD | ENTERPRISE PRODS PARTNERS L | $22.4M | +2.8% | 0.2% | +7.6% |
| COF | CAPITAL ONE FINL CORP | $18.5M | +5.6% | 0.1% | — |
| BNY | BANK OF NY MELLON CORP | $18.4M | +2% | 0.1% | — |
| SEIC | SEI INVTS CO | $18.2M | +2.5% | 0.1% | — |
| PAYX | PAYCHEX INC | $17.9M | +21.3% | 0.1% | — |
| NKE | NIKE INC | $17.7M | +11.8% | 0.1% | — |
| WFC | WELLS FARGO & CO | $17.3M | +5.9% | 0.1% | — |
| SPOT | SPOTIFY TECHNOLOGY S A | $15.9M | +26.1% | 0.1% | — |
| CBOE | CBOE GLOBAL MKTS INC | $15.4M | +28.3% | 0.1% | — |
| CME | CME GROUP INC | $15.3M | +17.3% | 0.1% | — |
| HXL | HEXCEL CORP NEW | $15.2M | -3.9% | 0.1% | — |
| SHOP | SHOPIFY INC | $14.8M | -3.1% | 0.1% | — |
| BF-B | BROWN FORMAN CORP | $14.7M | +18.2% | 0.1% | — |
| EFX | EQUIFAX INC | $14.1M | +41.2% | 0.1% | — |
| PEP | PEPSICO INC | $13.7M | +12.6% | 0.1% | — |
| HSY | HERSHEY CO | $13.3M | +12.6% | 0.1% | — |
| CARR | CARRIER GLOBAL CORPORATION | $12.8M | -3% | 0.1% | +2.1% |
| FIX | COMFORT SYS USA INC | $12.5M | -41.7% | 0.1% | — |
| ABNB | AIRBNB INC | $12.5M | +5.9% | 0.1% | -69.7% |
| IQV | IQVIA HLDGS INC | $12.4M | -1.5% | 0.1% | — |
| AMAT | APPLIED MATLS INC | $11.6M | -37.6% | 0.1% | — |
| OTIS | OTIS WORLDWIDE CORP | $11.6M | +23.6% | 0.1% | +9% |
| XOM | EXXONMOBIL HOLDINGS ORD | $10.0M | +1.6% | 0.1% | new |
| UBER | UBER TECHNOLOGIES INC | $9.8M | +0.4% | 0.1% | — |
| SONY | SONY GROUP CORP | $9.2M | +17% | 0.1% | — |
| NSP | INSPERITY INC | $9.2M | +9.1% | 0.1% | — |
| HII | HUNTINGTON INGALLS INDS INC | $8.0M | +8.4% | 0.1% | — |
| CP | CANADIAN PACIFIC KANSAS CITY | $7.5M | +10.2% | 0.1% | +8.9% |
| CMCSA | COMCAST CORP NEW | $7.2M | +14.7% | 0.1% | -64.1% |
| KMX | CARMAX INC | $7.2M | -4.6% | 0.1% | — |
| CNI | CANADIAN NATL RY CO | $6.8M | +6.4% | 0.1% | — |
| GHC | GRAHAM HLDGS CO | $6.3M | +7.3% | 0% | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $5.0M | +14.5% | 0% | — |
| EMN | EASTMAN CHEM CO | $4.9M | +1.3% | 0% | — |
| WRB | BERKLEY W R CORP | $4.7M | +14% | 0% | — |
| NFLX | NETFLIX INC. | $4.4M | -5.8% | 0% | +68.8% |
| WY | WEYERHAEUSER CO | $4.4M | +13.5% | 0% | +68.3% |
| BC | BRUNSWICK CORP | $4.0M | +22.8% | 0% | — |
| AYI | ACUITY INC | $3.2M | +4.4% | 0% | — |
| MGM | MGM RESORTS INTERNATIONAL | $2.8M | +4.8% | 0% | — |
| EXP | EAGLE MATLS INC | $2.8M | +10.7% | 0% | — |
| MBGL | MOBILITY GLOBAL INC | $2.3M | +15.8% | 0% | new |
| TYL | TYLER TECHNOLOGIES INC | $2.3M | +35.1% | 0% | new |
| SYY | SYSCO CORP | $2.3M | -3.5% | 0% | — |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $2.0M | -13.8% | 0% | new |
| DPZ | DOMINOS PIZZA INC | $1.9M | +14% | 0% | — |
| SLAB | SILICON LABORATORIES INC | $1.8M | -0.1% | 0% | new |
| VGZ | VISTA GOLD CORP | $1.7M | 0% | 0% | new |
| WSC | WILLSCOT HLDGS CORP | $1.6M | +3.8% | 0% | new |
| XPO | XPO INC | $1.5M | +0.3% | 0% | new |
| XYL | XYLEM INC | $1.2M | -1.2% | 0% | new |
| VVV | VALVOLINE INC | $1.2M | +18.9% | 0% | new |
| WTS | WATTS WATER TECHNOLOGIES INC | $1.2M | -1.9% | 0% | new |
| UFPI | UFP INDUSTRIES INC | $1.2M | +7.4% | 0% | +250% |
| TOST | TOAST INC | $949k | +21.3% | 0% | new |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $907k | +26.2% | 0% | new |
| XPEL | XPEL INC | $836k | -9.3% | 0% | new |
| XRN | CHIRON REAL ESTATE INC | $643k | -14.5% | 0% | new |
| CPRT | COPART INC | $325k | +19.1% | 0% | new |
| VMC | VULCAN MATLS CO | $274k | +16.7% | 0% | new |
Portfolio reflects Markel Group's 13-F filed 2026-10-30 (2026-09-30 quarter-end), marked to most recent close.