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Markel Group Inc
institutionel investor · portefølje $13.1 mia. · 205 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 31.07.2026; ændring — mod 31.03.2026 · 132
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| Alphabet Inc. US:GOOG | 2 749 860 | $972 mio. | 7.40% | — |
| BERKSHIRE HATHAWAY INC US:BRK-A | 1 114 | $834 mio. | 6.35% | — |
| BERKSHIRE HATHAWAY INC US:BRK-A | 1 531 971 | $767 mio. | 5.84% | — |
| Deere & Company US:DE | 877 900 | $557 mio. | 4.24% | — |
| Brookfield Corporation US:BN | 13 073 609 | $557 mio. | 4.24% | — |
| Amazon.com, Inc. US:AMZN | 2 030 760 | $484 mio. | 3.69% | — |
| Analog Devices Inc US:ADI | 999 671 | $397 mio. | 3.02% | −23 574 |
| Goldman Sachs Group Inc US:GS | 359 360 | $363 mio. | 2.77% | — |
| Apple Inc. US:AAPL | 1 227 290 | $355 mio. | 2.70% | — |
| Caterpillar Inc US:CAT | 328 650 | $350 mio. | 2.67% | — |
| Visa Inc. Class A US:V | 1 013 912 | $348 mio. | 2.65% | +9 581 |
| The Home Depot Inc US:HD | 922 500 | $325 mio. | 2.48% | +2 500 |
| Watsco Inc US:WSO | 597 750 | $249 mio. | 1.90% | +15 581 |
| Texas Instruments Incorporat… US:TXN | 724 000 | $216 mio. | 1.64% | — |
| BlackRock Inc US:BLK | 220 200 | $212 mio. | 1.61% | — |
| Alphabet Inc. US:GOOGL | 572 000 | $204 mio. | 1.56% | — |
| Microsoft Corporation US:MSFT | 537 630 | $201 mio. | 1.53% | — |
| Walt Disney Co US:DIS | 2 031 665 | $196 mio. | 1.49% | — |
| American Express Company US:AXP | 490 450 | $166 mio. | 1.26% | — |
| Lowe's Companies Inc US:LOW | 751 980 | $166 mio. | 1.26% | +13 500 |
| Progressive Corp US:PGR | 753 750 | $165 mio. | 1.25% | — |
| Franco-Nevada Corporation US:FNV | 773 500 | $161 mio. | 1.23% | +65 000 |
| LPL Financial Holdings Inc US:LPLA | 559 951 | $158 mio. | 1.20% | — |
| Johnson & Johnson US:JNJ | 610 800 | $155 mio. | 1.18% | — |
| Blackstone Inc. US:BX | 1 229 000 | $145 mio. | 1.10% | — |
| RLI Corp US:RLI | 2 394 544 | $141 mio. | 1.08% | — |
| GENERAL DYNAMICS CORP US:GD | 391 000 | $139 mio. | 1.05% | — |
| Novo Nordisk A/S US:NVO · depotbevis | 2 869 774 | $138 mio. | 1.05% | — |
| KKR & Co. Inc. US:KKR | 1 451 800 | $133 mio. | 1.01% | — |
| Meta Platforms, Inc. US:META | 234 163 | $132 mio. | 1.00% | −14 140 |
| SCHWAB CHARLES CORP US:SCHW | 1 394 800 | $129 mio. | 0.98% | +11 000 |
| Marsh & McLennan Companies,… US:MRSH | 763 500 | $127 mio. | 0.97% | — |
| Apollo Global Management LLC… US:APO | 1 012 500 | $120 mio. | 0.91% | — |
| Archer-Daniels-Midland Compa… US:ADM | 1 505 800 | $115 mio. | 0.88% | — |
| LINDE PLC CUSIP G54950103 | 215 600 | $112 mio. | 0.85% | +11 000 |
| Diageo PLC ADR US:DEO · depotbevis | 1 372 208 | $110 mio. | 0.84% | — |
| Mastercard Inc US:MA | 207 540 | $107 mio. | 0.81% | — |
| Dollar General Corporation US:DG | 869 250 | $100 mio. | 0.76% | — |
| Brookfield Asset Management… US:BAM | 2 193 953 | $98.4 mio. | 0.75% | — |
| Heico Corporation US:HEI-A | 379 644 | $97.9 mio. | 0.75% | — |
| Moodys Corporation US:MCO | 213 890 | $96.9 mio. | 0.74% | — |
| OLD DOMINION FREIGHT LINE, I… US:ODFL | 429 150 | $93.0 mio. | 0.71% | — |
| Norfolk Southern Corporation US:NSC | 282 500 | $88.9 mio. | 0.68% | — |
| Illinois Tool Works Inc US:ITW | 327 500 | $88.6 mio. | 0.67% | — |
| JPMorgan Chase & Co. US:JPM | 252 550 | $82.7 mio. | 0.63% | — |
| NVR Inc US:NVR | 12 097 | $82.4 mio. | 0.63% | +10 |
| MSCI Inc US:MSCI | 142 850 | $80.0 mio. | 0.61% | — |
| ROCKWELL AUTOMATION, INC US:ROK | 154 900 | $76.7 mio. | 0.58% | — |
| Ecolab Inc US:ECL | 274 300 | $76.4 mio. | 0.58% | — |
| Sunbelt Rentals Holdings, In… US:SUNB | 974 361 | $72.9 mio. | 0.56% | +11 000 |
| STARBUCKS CORP US:SBUX | 623 818 | $63.7 mio. | 0.49% | — |
| Rollins Inc US:ROL | 1 516 525 | $63.3 mio. | 0.48% | +18 500 |
| The Hanover Insurance Group… US:THG | 281 000 | $60.2 mio. | 0.46% | — |
| Investors Title Company US:ITIC | 213 300 | $58.4 mio. | 0.44% | — |
| Carlyle Group Inc US:CG | 1 327 000 | $55.9 mio. | 0.43% | — |
| Tyson Foods Inc US:TSN | 913 500 | $52.3 mio. | 0.40% | +24 000 |
| S&P Global Inc US:SPGI | 117 690 | $47.9 mio. | 0.37% | — |
| AON PLC CUSIP G0403H108 | 135 800 | $45.0 mio. | 0.34% | — |
| Union Pacific Corporation US:UNP | 161 028 | $43.8 mio. | 0.33% | +10 750 |
| Ferguson Plc US:FERG | 180 200 | $42.8 mio. | 0.33% | +9 500 |
| RTX Corporation US:RTX | 224 000 | $42.5 mio. | 0.32% | — |
| Cisco Systems Inc US:CSCO | 355 500 | $41.8 mio. | 0.32% | — |
| MercadoLibre Inc. US:MELI | 24 000 | $40.7 mio. | 0.31% | +18 550 |
| Yum! Brands Inc US:YUM | 245 213 | $39.2 mio. | 0.30% | — |
| MARRIOTT INTERNATIONAL INC /… US:MAR | 99 500 | $36.9 mio. | 0.28% | +5 750 |
| The Allstate Corporation US:ALL | 154 550 | $36.8 mio. | 0.28% | — |
| Thermo Fisher Scientific Inc US:TMO | 73 100 | $36.6 mio. | 0.28% | +6 000 |
| COSTCO WHOLESALE CORP /NEW US:COST | 39 150 | $36.6 mio. | 0.28% | — |
| Hagerty, Inc. US:HGTY | 3 108 000 | $35.9 mio. | 0.27% | — |
| T. Rowe Price Group Inc US:TROW | 314 000 | $35.7 mio. | 0.27% | — |
| United Rentals Inc US:URI | 31 150 | $35.3 mio. | 0.27% | — |
| Airbnb Inc US:ABNB | 242 389 | $34.7 mio. | 0.26% | — |
| Lockheed Martin Corporation US:LMT | 65 213 | $33.2 mio. | 0.25% | — |
| HCA Healthcare, Inc. US:HCA | 84 366 | $32.9 mio. | 0.25% | +1 936 |
| Sherwin-Williams Co US:SHW | 94 172 | $32.4 mio. | 0.25% | — |
| FACTSET RESEARCH SYSTEMS INC US:FDS | 135 376 | $31.1 mio. | 0.24% | — |
| Lamar Advertising Company US:LAMR | 193 000 | $30.1 mio. | 0.23% | — |
| Verisk Analytics Inc US:VRSK | 155 950 | $28.0 mio. | 0.21% | — |
| CSX Corporation US:CSX | 584 500 | $27.8 mio. | 0.21% | +54 500 |
| Applied Materials Inc US:AMAT | 36 350 | $26.3 mio. | 0.20% | — |
| Air Products and Chemicals I… US:APD | 88 500 | $25.9 mio. | 0.20% | +13 000 |
| Comfort Systems USA Inc US:FIX | 13 000 | $25.8 mio. | 0.20% | — |
| Crown Holdings Inc US:CCK | 220 000 | $24.6 mio. | 0.19% | — |
| Brown-Forman Corporation US:BF-A | 843 000 | $23.1 mio. | 0.18% | — |
| RENAISSANCERE HLDGS LTD CUSIP G7496G103 | 70 000 | $22.2 mio. | 0.17% | — |
| Enterprise Products Partners… US:EPD | 569 000 | $20.9 mio. | 0.16% | +367 000 |
| Philip Morris International… US:PM | 114 500 | $20.7 mio. | 0.16% | — |
| ACCENTURE PLC IRELAND CUSIP G1151C101 | 159 400 | $19.8 mio. | 0.15% | — |
| Comcast Holdings Corp US:CMCSA | 802 074 | $19.7 mio. | 0.15% | −159 806 |
| Hexcel Corporation US:HXL | 189 000 | $18.9 mio. | 0.14% | — |
| Nike Inc US:NKE | 447 400 | $18.4 mio. | 0.14% | — |
| Capital One Financial Corpor… US:COF | 91 000 | $18.3 mio. | 0.14% | — |
| The Bank of New York Mellon… US:BNY | 124 500 | $18.0 mio. | 0.14% | — |
| Carrier Global Corp US:CARR | 235 000 | $17.2 mio. | 0.13% | — |
| WELLS FARGO & COMPANY/MN US:WFC | 204 450 | $16.9 mio. | 0.13% | — |
| SEI INVESTMENTS CO US:SEIC | 173 200 | $15.2 mio. | 0.12% | — |
| Paychex Inc US:PAYX | 150 000 | $14.7 mio. | 0.11% | — |
| Hershey Co US:HSY | 75 000 | $13.2 mio. | 0.10% | — |
| PepsiCo Inc US:PEP | 96 210 | $13.0 mio. | 0.10% | — |
| Brown-Forman Corporation US:BF-B | 474 187 | $12.6 mio. | 0.10% | — |
| SPOTIFY TECHNOLOGY S A CUSIP L8681T102 | 25 900 | $11.9 mio. | 0.09% | — |
| Shopify Inc US:SHOP | 102 750 | $11.7 mio. | 0.09% | — |
| Equifax Inc US:EFX | 72 850 | $11.6 mio. | 0.09% | — |
| CME GROUP INC. US:CME | 49 750 | $11.0 mio. | 0.08% | — |
| Cboe Global Markets Inc US:CBOE | 43 700 | $10.6 mio. | 0.08% | — |
| Uber Technologies Inc US:UBER | 142 500 | $10.3 mio. | 0.08% | — |
| Otis Worldwide Corp US:OTIS | 133 620 | $9.57 mio. | 0.07% | +19 000 |
| IQVIA Holdings Inc US:IQV | 46 900 | $9.06 mio. | 0.07% | — |
| Huntington Ingalls Industrie… US:HII | 27 500 | $7.70 mio. | 0.06% | — |
| ExxonMobil Holdings Corp US:XOM | 56 100 | $7.67 mio. | 0.06% | +9 100 |
| Insperity Inc US:NSP | 181 336 | $7.49 mio. | 0.06% | — |
| CarMax Inc US:KMX | 136 500 | $7.22 mio. | 0.05% | — |
| Sony Corp US:SONY · depotbevis | 335 000 | $6.72 mio. | 0.05% | — |
| Canadian National Railway Co… US:CNI | 53 500 | $6.38 mio. | 0.05% | — |
| Canadian Pacific Kansas City… US:CP | 73 000 | $6.33 mio. | 0.05% | +13 500 |
| Graham Holdings Co US:GHC | 5 200 | $5.94 mio. | 0.05% | — |
| Eastman Chemical Company US:EMN | 74 950 | $5.02 mio. | 0.04% | — |
| Zoetis Inc US:ZTS | 66 195 | $4.76 mio. | 0.04% | ny |
| Brunswick Corporation US:BC | 51 250 | $4.32 mio. | 0.03% | — |
| W. R. Berkley Corp US:WRB | 60 750 | $4.28 mio. | 0.03% | — |
| MGM Resorts International US:MGM | 87 500 | $4.18 mio. | 0.03% | — |
| Acuity Brands Inc US:AYI | 9 750 | $3.67 mio. | 0.03% | — |
| Intercontinental Exchange In… US:ICE | 28 870 | $3.55 mio. | 0.03% | — |
| Eagle Materials Inc US:EXP | 14 750 | $3.32 mio. | 0.03% | — |
| WEYERHAEUSER CO US:WY | 120 000 | $2.87 mio. | 0.02% | +102 500 |
| Netflix Inc US:NFLX | 40 000 | $2.86 mio. | 0.02% | ny |
| SYSCO CORP US:SYY | 30 500 | $2.55 mio. | 0.02% | — |
| Domino's Pizza Inc US:DPZ | 5 500 | $1.63 mio. | 0.01% | — |
| Brown & Brown Inc US:BRO | 14 000 | $898 t. | 0.01% | — |
| Ufp Industries Inc US:UFPI | 4 000 | $363 t. | 0.00% | ny |
| SCOTTS MIRACLE-GRO CO US:SMG | 0 (var 168 000) | — | — | solgt |
| UNITEDHEALTH GROUP INC US:UNH | 0 (var 18 700) | — | — | solgt |
I virksomheder i vores database 2
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| Brown-Forman Corporation | 0.5% | 843 000 | 2026-06-30 |
| Diageo PLC ADR | 0.25% | 1 372 208 | 2026-06-30 |
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