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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $8.00亿 | 6.70% | 1,114 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $7.89亿 | 6.61% | 2,749,860 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.34亿 | 6.15% | 1,531,971 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $5.29亿 | 4.43% | 13,073,609 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $4.95亿 | 4.14% | 877,900 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $4.23亿 | 3.54% | 2,030,760 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $3.26亿 | 2.73% | 1,023,245 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $3.11亿 | 2.61% | 1,227,290 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $3.04亿 | 2.55% | 359,360 | 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 |
| HD | HOME DEPOT INC | $3.03亿 | 2.53% | 920,000 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $2.33亿 | 1.95% | 328,650 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $2.12亿 | 1.77% | 582,169 | 4,500 | 0.8% | $163.71万 | 加仓 |
| BLK | BLACKROCK INC | $2.12亿 | 1.77% | 220,200 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $1.99亿 | 1.67% | 537,630 | 1,950 | 0.4% | $72.18万 | 加仓 |
| DIS | DISNEY WALT CO | $1.96亿 | 1.64% | 2,031,665 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $1.75亿 | 1.47% | 708,500 | 25,000 | 3.7% | $617.63万 | 加仓 |
| LOW | LOWES COS INC | $1.74亿 | 1.46% | 738,480 | 4,000 | 0.5% | $94.51万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $1.68亿 | 1.41% | 559,951 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1.64亿 | 1.38% | 572,000 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $1.49亿 | 1.25% | 753,750 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $1.49亿 | 1.25% | 610,800 | 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 |
| META | META PLATFORMS INC | $1.42亿 | 1.19% | 248,303 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $1.41亿 | 1.18% | 1,229,000 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $1.41亿 | 1.18% | 724,000 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP | $1.37亿 | 1.14% | 2,394,544 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $1.34亿 | 1.12% | 1,451,800 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $1.34亿 | 1.12% | 391,000 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $1.32亿 | 1.11% | 763,500 | 1,750 | 0.2% | $30.35万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1.30亿 | 1.09% | 1,383,800 | 8,000 | 0.6% | $75.18万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $1.13亿 | 0.94% | 1,012,500 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $1.09亿 | 0.92% | 1,505,800 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $1.05亿 | 0.88% | 2,869,774 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $1.04亿 | 0.87% | 207,540 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP NEW | $1.03亿 | 0.86% | 869,250 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $1.02亿 | 0.86% | 1,372,208 | 500 | 0.0% | $3.72万 | 加仓 |
| LIN | LINDE PLC | $1.01亿 | 0.85% | 204,600 | 4,500 | 2.2% | $223.09万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $9,752.12万 | 0.82% | 2,193,953 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $9,330.95万 | 0.78% | 213,890 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $8,524.50万 | 0.71% | 327,500 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $8,385.59万 | 0.70% | 429,150 | 7,500 | 1.8% | $146.55万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $8,107.75万 | 0.68% | 282,500 | 9,000 | 3.3% | $258.30万 | 加仓 |
| HEI/A | HEICO CORP NEW | $8,013.91万 | 0.67% | 379,644 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $8,000.95万 | 0.67% | 1,498,025 | 9,000 | 0.6% | $48.07万 | 加仓 |
| NVR | NVR INC | $7,965.13万 | 0.67% | 12,087 | 80 | 0.7% | $52.72万 | 加仓 |
| MSCI | MSCI INC | $7,699.76万 | 0.64% | 142,850 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO. | $7,429.01万 | 0.62% | 252,550 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $7,296.93万 | 0.61% | 274,300 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $6,421.35万 | 0.54% | 1,327,000 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $6,270.52万 | 0.53% | 963,361 | 963,361 | — | $6,270.52万 | 新建仓 |
| TSN | TYSON FOODS INC | $5,699.03万 | 0.48% | 889,500 | 5,000 | 0.6% | $32.03万 | 加仓 |
| SBUX | STARBUCKS CORP | $5,588.79万 | 0.47% | 623,818 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $5,559.05万 | 0.47% | 154,900 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $5,005.83万 | 0.42% | 117,690 | -33,000 | -21.9% | -$1,403.62万 | 减仓 |
| THG | HANOVER INS GROUP INC | $4,871.14万 | 0.41% | 281,000 | 0 | 0.0% | — | 不变 |
| ITIC | INVESTORS TITLE CO NC | $4,635.86万 | 0.39% | 213,300 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $4,383.35万 | 0.37% | 135,800 | 1,750 | 1.3% | $56.49万 | 加仓 |
| RTX | RTX CORPORATION | $4,320.96万 | 0.36% | 224,000 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $3,981.75万 | 0.33% | 170,700 | 7,200 | 4.4% | $167.95万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $3,941.41万 | 0.33% | 65,213 | 700 | 1.1% | $42.31万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $3,901.02万 | 0.33% | 39,150 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $3,900.92万 | 0.33% | 82,430 | 1,750 | 2.2% | $82.82万 | 加仓 |
| YUM | YUM BRANDS INC | $3,812.57万 | 0.32% | 245,213 | 18,762 | 8.3% | $291.71万 | 加仓 |
| UNP | UNION PAC CORP | $3,646.04万 | 0.31% | 150,278 | 9,000 | 6.4% | $218.36万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3,298.17万 | 0.28% | 67,100 | 4,300 | 6.8% | $211.36万 | 加仓 |
| HGTY | HAGERTY INC | $3,272.72万 | 0.27% | 3,108,000 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $3,204.44万 | 0.27% | 154,550 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $3,160.74万 | 0.26% | 159,400 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $3,066.28万 | 0.26% | 93,750 | 4,000 | 4.5% | $130.83万 | 加仓 |
| ABNB | AIRBNB INC | $3,060.89万 | 0.26% | 242,389 | 2,100 | 0.9% | $26.52万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $3,018.68万 | 0.25% | 94,172 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $2,959.15万 | 0.25% | 155,950 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $2,937.52万 | 0.25% | 135,376 | 13,503 | 11.1% | $293.00万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $2,830.40万 | 0.24% | 314,000 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $2,761.56万 | 0.23% | 961,880 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $2,758.32万 | 0.23% | 355,500 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO NEW | $2,444.54万 | 0.20% | 193,000 | 8,000 | 4.3% | $101.33万 | 加仓 |
| NKE | NIKE INC | $2,363.17万 | 0.20% | 447,400 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $2,269.46万 | 0.19% | 31,150 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP | $2,258.40万 | 0.19% | 843,000 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $2,205.50万 | 0.18% | 220,000 | 8,000 | 3.8% | $80.20万 | 加仓 |
| APD | AIR PRODS & CHEMS INC | $2,193.20万 | 0.18% | 75,500 | 4,000 | 5.6% | $116.20万 | 加仓 |
| CSX | CSX CORP | $2,175.65万 | 0.18% | 530,000 | 90,000 | 20.5% | $369.45万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $2,080.61万 | 0.17% | 70,000 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $1,893.14万 | 0.16% | 114,500 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $1,792.69万 | 0.15% | 13,000 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $1,660.11万 | 0.14% | 91,000 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO CO NEW | $1,627.63万 | 0.14% | 204,450 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $1,559.17万 | 0.13% | 75,000 | 7,500 | 11.1% | $155.92万 | 加仓 |
| HXL | HEXCEL CORP NEW | $1,529.58万 | 0.13% | 189,000 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $1,494.05万 | 0.13% | 96,210 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $1,476.94万 | 0.12% | 124,500 | 3,000 | 2.5% | $35.59万 | 加仓 |
| CME | CME GROUP INC | $1,469.37万 | 0.12% | 49,750 | 4,000 | 8.7% | $118.14万 | 加仓 |
| PAYX | PAYCHEX INC | $1,381.80万 | 0.12% | 150,000 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $1,359.10万 | 0.11% | 173,200 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $1,323.29万 | 0.11% | 235,000 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $1,311.81万 | 0.11% | 72,850 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,255.92万 | 0.11% | 25,900 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP | $1,253.75万 | 0.11% | 474,187 | 0 | 0.0% | — | 不变 |