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 |
|---|---|---|---|---|---|---|---|---|
| SPOT | SPOTIFY TECHNOLOGY S A | $1,189.15万 | 0.09% | 25,900 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $1,173.20万 | 0.09% | 102,750 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $1,156.28万 | 0.09% | 72,850 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $1,098.63万 | 0.08% | 49,750 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $1,060.47万 | 0.08% | 43,700 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1,028.28万 | 0.08% | 142,500 | 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 |
| IQV | IQVIA HLDGS INC | $906.20万 | 0.07% | 46,900 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $769.70万 | 0.06% | 27,500 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $767.00万 | 0.06% | 56,100 | 9,100 | 19.4% | $124.42万 | 加仓 |
| NSP | INSPERITY INC | $749.10万 | 0.06% | 181,336 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $721.95万 | 0.05% | 136,500 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $672.01万 | 0.05% | 335,000 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $637.93万 | 0.05% | 53,500 | 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 |
| GHC | GRAHAM HLDGS CO | $593.54万 | 0.05% | 5,200 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $502.02万 | 0.04% | 74,950 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $475.68万 | 0.04% | 66,195 | 66,195 | — | $475.68万 | 新建仓 |
| BC | BRUNSWICK CORP | $431.73万 | 0.03% | 51,250 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $428.47万 | 0.03% | 60,750 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $418.34万 | 0.03% | 87,500 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $367.24万 | 0.03% | 9,750 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $355.42万 | 0.03% | 28,870 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATLS INC | $331.88万 | 0.03% | 14,750 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $287.28万 | 0.02% | 120,000 | 102,500 | 585.7% | $245.38万 | 加仓 |
| NFLX | NETFLIX INC. | $285.60万 | 0.02% | 40,000 | 40,000 | — | $285.60万 | 新建仓 |
| SYY | SYSCO CORP | $254.92万 | 0.02% | 30,500 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $162.82万 | 0.01% | 5,500 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $89.81万 | 0.01% | 14,000 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC | $36.30万 | 0.00% | 4,000 | 4,000 | — | $36.30万 | 新建仓 |
| 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 |