Markel Group Inc.
Glen Allen VA · SEC CIK 0001096343
$119.39亿2026Q1 申报市值
129持仓数
42.0%前十大占比 · 第一大 6.7%
4 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SUNB 新建仓+$6,270.52万
MELI 新建仓+$942.32万
EPD 新建仓+$764.37万
FNV 加仓+$617.63万
CSX 加仓+$369.45万
2026Q1 卖出最多 按季末市值估算
SPGI 减仓-$1,403.62万
TGT 清仓-$1,300.08万
CHH 清仓-$1,100.25万
UNH 减仓-$211.06万
TRU 清仓-$17.15万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| APO | APOLLO GLOBAL MGMT INC | $1.13亿 | 0.94% | 1,012,500 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $1.30亿 | 1.09% | 1,383,800 | 8,000 | 0.6% | $75.18万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1.32亿 | 1.11% | 763,500 | 1,750 | 0.2% | $30.35万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1.34亿 | 1.12% | 391,000 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $1.34亿 | 1.12% | 1,451,800 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP | $1.37亿 | 1.14% | 2,394,544 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $1.41亿 | 1.18% | 724,000 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $1.41亿 | 1.18% | 1,229,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $1.42亿 | 1.19% | 248,303 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $1.48亿 | 1.24% | 490,450 | 1,950 | 0.4% | $58.98万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1.49亿 | 1.25% | 610,800 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $1.49亿 | 1.25% | 753,750 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1.64亿 | 1.38% | 572,000 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $1.68亿 | 1.41% | 559,951 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $1.74亿 | 1.46% | 738,480 | 4,000 | 0.5% | $94.51万 | 加仓 |
| FNV | FRANCO NEV CORP | $1.75亿 | 1.47% | 708,500 | 25,000 | 3.7% | $617.63万 | 加仓 |
| DIS | DISNEY WALT CO | $1.96亿 | 1.64% | 2,031,665 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $1.99亿 | 1.67% | 537,630 | 1,950 | 0.4% | $72.18万 | 加仓 |
| BLK | BLACKROCK INC | $2.12亿 | 1.77% | 220,200 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $2.12亿 | 1.77% | 582,169 | 4,500 | 0.8% | $163.71万 | 加仓 |
| CAT | CATERPILLAR INC | $2.33亿 | 1.95% | 328,650 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $3.03亿 | 2.53% | 920,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $3.04亿 | 2.54% | 1,004,331 | 5,046 | 0.5% | $152.51万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $3.04亿 | 2.55% | 359,360 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $3.11亿 | 2.61% | 1,227,290 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $3.26亿 | 2.73% | 1,023,245 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $4.23亿 | 3.54% | 2,030,760 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $4.95亿 | 4.14% | 877,900 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $5.29亿 | 4.43% | 13,073,609 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.34亿 | 6.15% | 1,531,971 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $7.89亿 | 6.61% | 2,749,860 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $8.00亿 | 6.70% | 1,114 | 0 | 0.0% | — | 不变 |