Markel Group Inc. 13F 持仓 · 2026年Q2
马克尔在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 130 只证券，申报市值合计 131.30 亿美元。前几大持仓：GOOG（7.40%）、BRK/A（6.35%）、BRKB（5.84%）。本季前 25 大持仓中：增持 5 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $971.6M | 7.40% | 2.7M | 持平 |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $834.2M | 6.35% | 1,114 | 持平 |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $766.6M | 5.84% | 1.5M | 持平 |
| 4 | BN | BROOKFIELD CORP | $556.8M | 4.24% | 13.1M | 持平 |
| 5 | DE | DEERE & CO | $556.9M | 4.24% | 877,900 | 持平 |
| 6 | AMZN | AMAZON COM INC | $484.0M | 3.69% | 2.0M | 持平 |
| 7 | ADI | ANALOG DEVICES INC | $397.0M | 3.02% | 999,671 | 减持 |
| 8 | GS | GOLDMAN SACHS GROUP INC | $363.4M | 2.77% | 359,360 | 持平 |
| 9 | AAPL | APPLE INC | $355.1M | 2.70% | 1.2M | 持平 |
| 10 | CAT | CATERPILLAR INC | $350.0M | 2.67% | 328,650 | 持平 |
| 11 | V | VISA INC | $347.9M | 2.65% | 1.0M | 增持 |
| 12 | HD | HOME DEPOT INC | $325.3M | 2.48% | 922,500 | 增持 |
| 13 | WSO | WATSCO INC | $249.1M | 1.90% | 597,750 | 增持 |
| 14 | TXN | TEXAS INSTRS INC | $215.8M | 1.64% | 724,000 | 持平 |
| 15 | BLK | BLACKROCK INC | $211.7M | 1.61% | 220,200 | 持平 |
| 16 | GOOGL | ALPHABET INC | $204.4M | 1.56% | 572,000 | 持平 |
| 17 | MSFT | MICROSOFT CORP | $200.5M | 1.53% | 537,630 | 持平 |
| 18 | DIS | DISNEY WALT CO | $195.5M | 1.49% | 2.0M | 持平 |
| 19 | AXP | AMERICAN EXPRESS CO | $165.9M | 1.26% | 490,450 | 持平 |
| 20 | LOW | LOWES COS INC | $165.8M | 1.26% | 751,980 | 增持 |
| 21 | PGR | PROGRESSIVE CORP | $164.7M | 1.25% | 753,750 | 持平 |
| 22 | FNV | FRANCO NEV CORP | $161.2M | 1.23% | 773,500 | 增持 |
| 23 | LPLA | LPL FINL HLDGS INC | $157.7M | 1.20% | 559,951 | 持平 |
| 24 | JNJ | JOHNSON & JOHNSON | $155.1M | 1.18% | 610,800 | 持平 |
| 25 | BX | BLACKSTONE INC | $144.6M | 1.10% | 1.2M | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR