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MARKEL CORP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

MARKEL CORP

报告期 2026-03-31 · CIK 0001096343

持仓数

129

前50大市值合计

$10.30B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$800.0M

1,114

7.8%

GOOG ALPHABET INC

CAP STK CL C

$788.8M

2,749,860

7.7%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$734.1M

1,531,971

7.1%

BN BROOKFIELD CORP

CL A LTD VT SH

$529.1M

13,073,609

5.1%

DE DEERE & CO

COM

$494.5M

877,900

4.8%

AMZN AMAZON COM INC

COM

$422.9M

2,030,760

4.1%

ADI ANALOG DEVICES INC

COM

$325.5M

1,023,245

3.2%

AAPL APPLE INC

COM

$311.5M

1,227,290

3.0%

GS GOLDMAN SACHS GROUP INC

COM

$304.0M

359,360

3.0%

V VISA INC

COM CL A

$303.5M

1,004,331

2.9%

HD HOME DEPOT INC

COM

$302.6M

920,000

2.9%

CAT CATERPILLAR INC

COM

$232.8M

328,650

2.3%

WSO WATSCO INC

COM

$211.8M

582,169

2.1%

BLK BLACKROCK INC

COM

$211.8M

220,200

2.1%

MSFT MICROSOFT CORP

COM

$199.0M

537,630

1.9%

DIS DISNEY WALT CO

COM

$195.8M

2,031,665

1.9%

FNV FRANCO NEV CORP

COM

$175.0M

708,500

1.7%

LOW LOWES COS INC

COM

$174.5M

738,480

1.7%

LPLA LPL FINL HLDGS INC

COM

$168.5M

559,951

1.6%

GOOGL ALPHABET INC

CAP STK CL A

$164.5M

572,000

1.6%

PGR PROGRESSIVE CORP

COM

$149.4M

753,750

1.5%

JNJ JOHNSON & JOHNSON

COM

$149.3M

610,800

1.5%

AXP AMERICAN EXPRESS CO

COM

$148.4M

490,450

1.4%

META META PLATFORMS INC

CL A

$142.1M

248,303

1.4%

BX BLACKSTONE INC

COM

$141.3M

1,229,000

1.4%

TXN TEXAS INSTRS INC

COM

$140.6M

724,000

1.4%

RLI RLI CORP

COM

$136.6M

2,394,544

1.3%

KKR KKR & CO INC

COM

$134.3M

1,451,800

1.3%

GD GENERAL DYNAMICS CORP

COM

$134.2M

391,000

1.3%

MRSH MARSH & MCLENNAN COS INC

COM

$132.4M

763,500

1.3%

SCHW SCHWAB CHARLES CORP

COM

$130.0M

1,383,800

1.3%

APO APOLLO GLOBAL MGMT INC

COM

$112.8M

1,012,500

1.1%

ADM ARCHER DANIELS MIDLAND CO

COM

$109.5M

1,505,800

1.1%

NVO NOVO-NORDISK A S

ADR

$105.5M

2,869,774

1.0%

MA MASTERCARD INCORPORATED

CL A

$103.7M

207,540

1.0%

DG DOLLAR GEN CORP NEW

COM

$103.2M

869,250

1.0%

DEO DIAGEO PLC

SPON ADR NEW

$102.2M

1,372,208

1.0%

— LINDE PLC

SHS

$101.4M

204,600

1.0%

BAM BROOKFIELD ASSET MANAGMT LTD

CL A LMT VTG SHS

$97.5M

2,193,953

0.9%

MCO MOODYS CORP

COM

$93.3M

213,890

0.9%

ITW ILLINOIS TOOL WKS INC

COM

$85.2M

327,500

0.8%

ODFL OLD DOMINION FREIGHT LINE IN

COM

$83.9M

429,150

0.8%

NSC NORFOLK SOUTHN CORP

COM

$81.1M

282,500

0.8%

HEI/A HEICO CORP NEW

CL A

$80.1M

379,644

0.8%

ROL ROLLINS INC

COM

$80.0M

1,498,025

0.8%

NVR NVR INC

COM

$79.7M

12,087

0.8%

MSCI MSCI INC

COM

$77.0M

142,850

0.7%

JPM JPMORGAN CHASE & CO.

COM

$74.3M

252,550

0.7%

ECL ECOLAB INC

COM

$73.0M

274,300

0.7%

CG CARLYLE GROUP INC

COM

$64.2M

1,327,000

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

37%前 6 大占比

BRK/A7.8%GOOG7.7%BRK/B7.1%BN5.1%DE4.8%AMZN4.1%