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 |
|---|---|---|---|---|---|---|---|---|
| MRSH | MARSH & MCLENNAN COS INC | $1.27亿 | 0.97% | 763,500 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $1.29亿 | 0.98% | 1,394,800 | 11,000 | 0.8% | $101.50万 | 加仓 |
| META | META PLATFORMS INC | $1.32亿 | 1.00% | 234,163 | -14,140 | -5.7% | -$796.49万 | 减仓 |
| KKR | KKR & CO INC | $1.33亿 | 1.01% | 1,451,800 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $1.38亿 | 1.05% | 2,869,774 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $1.39亿 | 1.05% | 391,000 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP | $1.41亿 | 1.08% | 2,394,544 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $1.45亿 | 1.10% | 1,229,000 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $1.55亿 | 1.18% | 610,800 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $1.58亿 | 1.20% | 559,951 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $1.61亿 | 1.23% | 773,500 | 65,000 | 9.2% | $1,354.86万 | 加仓 |
| PGR | PROGRESSIVE CORP | $1.65亿 | 1.25% | 753,750 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $1.66亿 | 1.26% | 751,980 | 13,500 | 1.8% | $297.66万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1.66亿 | 1.26% | 490,450 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $1.96亿 | 1.49% | 2,031,665 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $2.01亿 | 1.53% | 537,630 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $2.04亿 | 1.56% | 572,000 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $2.12亿 | 1.61% | 220,200 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $2.16亿 | 1.64% | 724,000 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $2.49亿 | 1.90% | 597,750 | 15,581 | 2.7% | $649.31万 | 加仓 |
| HD | HOME DEPOT INC | $3.25亿 | 2.48% | 922,500 | 2,500 | 0.3% | $88.17万 | 加仓 |
| V | VISA INC | $3.48亿 | 2.65% | 1,013,912 | 9,581 | 1.0% | $328.71万 | 加仓 |
| CAT | CATERPILLAR INC | $3.50亿 | 2.67% | 328,650 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $3.55亿 | 2.70% | 1,227,290 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $3.63亿 | 2.77% | 359,360 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $3.97亿 | 3.02% | 999,671 | -23,574 | -2.3% | -$936.29万 | 减仓 |
| AMZN | AMAZON COM INC | $4.84亿 | 3.69% | 2,030,760 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $5.57亿 | 4.24% | 13,073,609 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $5.57亿 | 4.24% | 877,900 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.67亿 | 5.84% | 1,531,971 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $8.34亿 | 6.35% | 1,114 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $9.72亿 | 7.40% | 2,749,860 | 0 | 0.0% | — | 不变 |