Markel Group Inc.
Glen Allen VA · SEC CIK 0001096343
$131.30亿2026Q2 申报市值
130持仓数
42.9%前十大占比 · 第一大 7.4%
3 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MELI 加仓+$3,148.66万
FNV 加仓+$1,354.86万
EPD 加仓+$1,349.09万
WSO 加仓+$649.31万
LIN 加仓+$570.83万
2026Q2 卖出最多 按季末市值估算
SMG 清仓-$1,021.61万
ADI 减仓-$936.29万
META 减仓-$796.49万
UNH 清仓-$506.00万
CMCSA 减仓-$392.32万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SMG | SCOTTS MIRACLE-GRO CO | $0 | 0.00% | 0 | -168,000 | -100.0% | -$1,021.61万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -18,700 | -100.0% | -$506.00万 | 清仓 |
| UFPI | UFP INDUSTRIES INC | $36.30万 | 0.00% | 4,000 | 4,000 | — | $36.30万 | 新建仓 |
| BRO | BROWN & BROWN INC | $89.81万 | 0.01% | 14,000 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $162.82万 | 0.01% | 5,500 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $254.92万 | 0.02% | 30,500 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $285.60万 | 0.02% | 40,000 | 40,000 | — | $285.60万 | 新建仓 |
| WY | WEYERHAEUSER CO | $287.28万 | 0.02% | 120,000 | 102,500 | 585.7% | $245.38万 | 加仓 |
| EXP | EAGLE MATLS INC | $331.88万 | 0.03% | 14,750 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $355.42万 | 0.03% | 28,870 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $367.24万 | 0.03% | 9,750 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $418.34万 | 0.03% | 87,500 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $428.47万 | 0.03% | 60,750 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $431.73万 | 0.03% | 51,250 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $475.68万 | 0.04% | 66,195 | 66,195 | — | $475.68万 | 新建仓 |
| EMN | EASTMAN CHEM CO | $502.02万 | 0.04% | 74,950 | 0 | 0.0% | — | 不变 |
| GHC | GRAHAM HLDGS CO | $593.54万 | 0.05% | 5,200 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $632.54万 | 0.05% | 73,000 | 13,500 | 22.7% | $116.98万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $637.93万 | 0.05% | 53,500 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $672.01万 | 0.05% | 335,000 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $721.95万 | 0.05% | 136,500 | 0 | 0.0% | — | 不变 |
| NSP | INSPERITY INC | $749.10万 | 0.06% | 181,336 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $767.00万 | 0.06% | 56,100 | 9,100 | 19.4% | $124.42万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $769.70万 | 0.06% | 27,500 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $906.20万 | 0.07% | 46,900 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $956.72万 | 0.07% | 133,620 | 19,000 | 16.6% | $136.04万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,028.28万 | 0.08% | 142,500 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $1,060.47万 | 0.08% | 43,700 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $1,098.63万 | 0.08% | 49,750 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $1,156.28万 | 0.09% | 72,850 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $1,173.20万 | 0.09% | 102,750 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,189.15万 | 0.09% | 25,900 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP | $1,263.71万 | 0.10% | 474,187 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $1,302.68万 | 0.10% | 96,210 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $1,315.88万 | 0.10% | 75,000 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $1,474.95万 | 0.11% | 150,000 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $1,519.14万 | 0.12% | 173,200 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $1,689.57万 | 0.13% | 204,450 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $1,723.72万 | 0.13% | 235,000 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $1,800.39万 | 0.14% | 124,500 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $1,825.64万 | 0.14% | 91,000 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $1,836.58万 | 0.14% | 447,400 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $1,891.13万 | 0.14% | 189,000 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $1,969.09万 | 0.15% | 802,074 | -159,806 | -16.6% | -$392.32万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1,983.57万 | 0.15% | 159,400 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $2,071.42万 | 0.16% | 114,500 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $2,091.64万 | 0.16% | 569,000 | 367,000 | 181.7% | $1,349.09万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $2,218.30万 | 0.17% | 70,000 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP | $2,306.45万 | 0.18% | 843,000 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $2,460.04万 | 0.19% | 220,000 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $2,576.53万 | 0.20% | 13,000 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $2,594.64万 | 0.20% | 88,500 | 13,000 | 17.2% | $381.13万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,628.11万 | 0.20% | 36,350 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $2,778.13万 | 0.21% | 584,500 | 54,500 | 10.3% | $259.04万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $2,799.77万 | 0.21% | 155,950 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $3,010.41万 | 0.23% | 193,000 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $3,114.73万 | 0.24% | 135,376 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $3,242.53万 | 0.25% | 94,172 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $3,289.35万 | 0.25% | 84,366 | 1,936 | 2.3% | $75.48万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $3,322.34万 | 0.25% | 65,213 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $3,468.59万 | 0.26% | 242,389 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $3,528.95万 | 0.27% | 31,150 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $3,569.87万 | 0.27% | 314,000 | 0 | 0.0% | — | 不变 |
| HGTY | HAGERTY INC | $3,589.74万 | 0.27% | 3,108,000 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $3,662.37万 | 0.28% | 39,150 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3,664.94万 | 0.28% | 73,100 | 6,000 | 8.9% | $300.82万 | 加仓 |
| ALL | ALLSTATE CORP | $3,677.36万 | 0.28% | 154,550 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $3,687.37万 | 0.28% | 99,500 | 5,750 | 6.1% | $213.09万 | 加仓 |
| YUM | YUM BRANDS INC | $3,919.97万 | 0.30% | 245,213 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $4,073.74万 | 0.31% | 24,000 | 18,550 | 340.4% | $3,148.66万 | 加仓 |
| CSCO | CISCO SYS INC | $4,175.70万 | 0.32% | 355,500 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $4,249.95万 | 0.32% | 224,000 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $4,276.69万 | 0.33% | 180,200 | 9,500 | 5.6% | $225.46万 | 加仓 |
| UNP | UNION PAC CORP | $4,379.96万 | 0.33% | 161,028 | 10,750 | 7.2% | $292.40万 | 加仓 |
| AON | AON PLC | $4,504.35万 | 0.34% | 135,800 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $4,793.04万 | 0.37% | 117,690 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $5,229.79万 | 0.40% | 913,500 | 24,000 | 2.7% | $137.40万 | 加仓 |
| CG | CARLYLE GROUP INC | $5,588.00万 | 0.43% | 1,327,000 | 0 | 0.0% | — | 不变 |
| ITIC | INVESTORS TITLE CO NC | $5,837.59万 | 0.44% | 213,300 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC | $6,016.77万 | 0.46% | 281,000 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $6,329.98万 | 0.48% | 1,516,525 | 18,500 | 1.2% | $77.22万 | 加仓 |
| SBUX | STARBUCKS CORP | $6,374.80万 | 0.49% | 623,818 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $7,289.19万 | 0.56% | 974,361 | 11,000 | 1.1% | $82.29万 | 加仓 |
| ECL | ECOLAB INC | $7,642.27万 | 0.58% | 274,300 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $7,668.79万 | 0.58% | 154,900 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $8,000.17万 | 0.61% | 142,850 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $8,242.17万 | 0.63% | 12,097 | 10 | 0.1% | $6.81万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $8,266.72万 | 0.63% | 252,550 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $8,857.89万 | 0.67% | 327,500 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $8,887.17万 | 0.68% | 282,500 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $9,295.39万 | 0.71% | 429,150 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $9,687.51万 | 0.74% | 213,890 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $9,791.40万 | 0.75% | 379,644 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $9,839.88万 | 0.75% | 2,193,953 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $1.00亿 | 0.76% | 869,250 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $1.07亿 | 0.81% | 207,540 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $1.10亿 | 0.84% | 1,372,208 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $1.12亿 | 0.85% | 215,600 | 11,000 | 5.4% | $570.83万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1.15亿 | 0.88% | 1,505,800 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $1.20亿 | 0.91% | 1,012,500 | 0 | 0.0% | — | 不变 |