| Stock | Value | Weight | Shares | Change |
|---|---|---|---|---|
| GOOG ALPHABET INC · CAP STK CL C | $971.6M | 7.40% | 2.75M | — |
| BRK-A BERKSHIRE HATHAWAY INC DEL · CL A | $834.2M | 6.35% | 1.11K | — |
| BRK-B BERKSHIRE HATHAWAY INC DEL · CL B NEW | $766.6M | 5.84% | 1.53M | — |
| DE DEERE & CO · COM | $556.9M | 4.24% | 877.90K | — |
| BN BROOKFIELD CORP · CL A LTD VT SH | $556.8M | 4.24% | 13.07M | — |
| AMZN AMAZON COM INC · COM | $484.0M | 3.69% | 2.03M | — |
| ADI ANALOG DEVICES INC · COM | $397.0M | 3.02% | 999.67K | −2.3% |
| GS GOLDMAN SACHS GROUP INC · COM | $363.4M | 2.77% | 359.36K | — |
| AAPL APPLE INC · COM | $355.1M | 2.70% | 1.23M | — |
| CAT CATERPILLAR INC · COM | $350.0M | 2.67% | 328.65K | — |
| V VISA INC · COM CL A | $347.9M | 2.65% | 1.01M | +1.0% |
| HD HOME DEPOT INC · COM | $325.3M | 2.48% | 922.50K | — |
| WSO WATSCO INC · COM | $249.1M | 1.90% | 597.75K | +2.7% |
| TXN TEXAS INSTRS INC · COM | $215.8M | 1.64% | 724.00K | — |
| BLK BLACKROCK INC · COM | $211.7M | 1.61% | 220.20K | — |
| GOOGL ALPHABET INC · CAP STK CL A | $204.4M | 1.56% | 572.00K | — |
| MSFT MICROSOFT CORP · COM | $200.5M | 1.53% | 537.63K | — |
| DIS DISNEY WALT CO · COM | $195.5M | 1.49% | 2.03M | — |
| AXP AMERICAN EXPRESS CO · COM | $165.9M | 1.26% | 490.45K | — |
| LOW LOWES COS INC · COM | $165.8M | 1.26% | 751.98K | +1.8% |
| PGR PROGRESSIVE CORP · COM | $164.7M | 1.25% | 753.75K | — |
| FNV FRANCO NEV CORP · COM | $161.2M | 1.23% | 773.50K | +9.2% |
| LPLA LPL FINL HLDGS INC · COM | $157.7M | 1.20% | 559.95K | — |
| JNJ JOHNSON & JOHNSON · COM | $155.1M | 1.18% | 610.80K | — |
| BX BLACKSTONE INC · COM | $144.6M | 1.10% | 1.23M | — |
| RLI RLI CORP · COM | $141.4M | 1.08% | 2.39M | — |
| GD GENERAL DYNAMICS CORP · COM | $138.5M | 1.05% | 391.00K | — |
| NVO NOVO-NORDISK A S · ADR | $137.6M | 1.05% | 2.87M | — |
| KKR KKR & CO INC · COM | $133.2M | 1.01% | 1.45M | — |
| META META PLATFORMS INC · CL A | $131.9M | 1.00% | 234.16K | −5.7% |
| SCHW SCHWAB CHARLES CORP · COM | $128.7M | 0.98% | 1.39M | +0.8% |
| MRSH MARSH & MCLENNAN COS INC · COM | $127.3M | 0.97% | 763.50K | — |
| APO APOLLO GLOBAL MGMT INC · COM | $119.8M | 0.91% | 1.01M | — |
| ADM ARCHER DANIELS MIDLAND CO · COM | $115.0M | 0.88% | 1.51M | — |
| LIN LINDE PLC · SHS | $111.9M | 0.85% | 215.60K | +5.4% |
| DEO DIAGEO PLC · SPON ADR NEW | $110.3M | 0.84% | 1.37M | — |
| MA MASTERCARD INCORPORATED · CL A | $106.6M | 0.81% | 207.54K | — |
| DG DOLLAR GEN CORP · COM | $100.1M | 0.76% | 869.25K | — |
| BAM BROOKFIELD ASSET MANAGMT LTD · CL A LMT VTG SHS | $98.4M | 0.75% | 2.19M | — |
| HEI-A HEICO CORP NEW · CL A | $97.9M | 0.75% | 379.64K | — |
| MCO MOODYS CORP · COM | $96.9M | 0.74% | 213.89K | — |
| ODFL OLD DOMINION FREIGHT LINE IN · COM | $93.0M | 0.71% | 429.15K | — |
| NSC NORFOLK SOUTHN CORP · COM | $88.9M | 0.68% | 282.50K | — |
| ITW ILLINOIS TOOL WKS INC · COM | $88.6M | 0.67% | 327.50K | — |
| JPM JPMORGAN CHASE & CO · COM | $82.7M | 0.63% | 252.55K | — |
| NVR NVR INC · COM | $82.4M | 0.63% | 12.10K | — |
| MSCI MSCI INC · COM | $80.0M | 0.61% | 142.85K | — |
| ROK ROCKWELL AUTOMATION INC · COM | $76.7M | 0.58% | 154.90K | — |
| ECL ECOLAB INC · COM | $76.4M | 0.58% | 274.30K | — |
| SUNB SUNBELT RENTALS HOLDINGS INC · SHS | $72.9M | 0.56% | 974.36K | +1.1% |
| SBUX STARBUCKS CORP · COM | $63.7M | 0.49% | 623.82K | — |
| ROL ROLLINS INC · COM | $63.3M | 0.48% | 1.52M | +1.2% |
| THG HANOVER INS GROUP INC · COM | $60.2M | 0.46% | 281.00K | — |
| ITIC INVESTORS TITLE CO NC · COM | $58.4M | 0.44% | 213.30K | — |
| CG CARLYLE GROUP INC · COM | $55.9M | 0.43% | 1.33M | — |
| TSN TYSON FOODS INC · CL A | $52.3M | 0.40% | 913.50K | +2.7% |
| SPGI S&P GLOBAL INC · COM | $47.9M | 0.37% | 117.69K | — |
| AON AON PLC · SHS CL A | $45.0M | 0.34% | 135.80K | — |
| UNP UNION PAC CORP · COM | $43.8M | 0.33% | 161.03K | +7.2% |
| FERG FERGUSON ENTERPRISES INC · COMMON STOCK NEW | $42.8M | 0.33% | 180.20K | +5.6% |
| RTX RTX CORPORATION · COM | $42.5M | 0.32% | 224.00K | — |
| CSCO CISCO SYS INC · COM | $41.8M | 0.32% | 355.50K | — |
| MELI MERCADOLIBRE INC · COM | $40.7M | 0.31% | 24.00K | +340% |
| YUM YUM BRANDS INC · COM | $39.2M | 0.30% | 245.21K | — |
| MAR MARRIOTT INTL INC NEW · CL A | $36.9M | 0.28% | 99.50K | +6.1% |
| ALL ALLSTATE CORP · COM | $36.8M | 0.28% | 154.55K | — |
| TMO THERMO FISHER SCIENTIFIC INC · COM | $36.6M | 0.28% | 73.10K | +8.9% |
| COST COSTCO WHOLESALE CORPORATION · COM | $36.6M | 0.28% | 39.15K | — |
| HGTY HAGERTY INC · CL A COM | $35.9M | 0.27% | 3.11M | — |
| TROW PRICE T ROWE GROUP INC · COM | $35.7M | 0.27% | 314.00K | — |
| URI UNITED RENTALS INC · COM | $35.3M | 0.27% | 31.15K | — |
| ABNB AIRBNB INC · COM CL A | $34.7M | 0.26% | 242.39K | — |
| LMT LOCKHEED MARTIN CORP · COM | $33.2M | 0.25% | 65.21K | — |
| HCA HCA HEALTHCARE INC · COM | $32.9M | 0.25% | 84.37K | +2.3% |
| SHW SHERWIN WILLIAMS CO · COM | $32.4M | 0.25% | 94.17K | — |
| FDS FACTSET RESH SYS INC · COM | $31.1M | 0.24% | 135.38K | — |
| LAMR LAMAR ADVERTISING CO · CL A | $30.1M | 0.23% | 193.00K | — |
| VRSK VERISK ANALYTICS INC · COM | $28.0M | 0.21% | 155.95K | — |
| CSX CSX CORP · COM | $27.8M | 0.21% | 584.50K | +10% |
| AMAT APPLIED MATLS INC · COM | $26.3M | 0.20% | 36.35K | — |
| APD AIR PRODUCTS AND CHEMICALS I · COM | $25.9M | 0.20% | 88.50K | +17% |
| FIX COMFORT SYS USA INC · COM | $25.8M | 0.20% | 13.00K | — |
| CCK CROWN HLDGS INC · COM | $24.6M | 0.19% | 220.00K | — |
| BF-A BROWN FORMAN CORP · CL A | $23.1M | 0.18% | 843.00K | — |
| RNR RENAISSANCERE HLDGS LTD · COM | $22.2M | 0.17% | 70.00K | — |
| EPD ENTERPRISE PRODS PARTNERS L · COM | $20.9M | 0.16% | 569.00K | +182% |
| PM PHILIP MORRIS INTL INC · COM | $20.7M | 0.16% | 114.50K | — |
| ACN ACCENTURE PLC IRELAND · SHS CLASS A | $19.8M | 0.15% | 159.40K | — |
| CMCSA COMCAST CORP NEW · CL A | $19.7M | 0.15% | 802.07K | −17% |
| HXL HEXCEL CORP NEW · COM | $18.9M | 0.14% | 189.00K | — |
| NKE NIKE INC · CL B | $18.4M | 0.14% | 447.40K | — |
| COF CAPITAL ONE FINL CORP · COM | $18.3M | 0.14% | 91.00K | — |
| BNY BANK NEW YORK MELLON CORP · COM | $18.0M | 0.14% | 124.50K | — |
| CARR CARRIER GLOBAL CORPORATION · COM | $17.2M | 0.13% | 235.00K | — |
| WFC WELLS FARGO & CO · COM | $16.9M | 0.13% | 204.45K | — |
| SEIC SEI INVTS CO · COM | $15.2M | 0.12% | 173.20K | — |
| PAYX PAYCHEX INC · COM | $14.7M | 0.11% | 150.00K | — |
| HSY HERSHEY CO · COM | $13.2M | 0.10% | 75.00K | — |
| PEP PEPSICO INC · COM | $13.0M | 0.10% | 96.21K | — |
| BF-B BROWN FORMAN CORP · CL B | $12.6M | 0.10% | 474.19K | — |
From MARKEL GROUP INC.'s Form 13F-HR. Values are as reported for Jun 30, 2026, not today; a 13F shows long positions in US-listed securities and options only, up to 45 days late.