中文
Value GiantsValue investors’ 13F holdings, as a whole
Q2 2026 13FData as of Aug 18, 2026
MKL · Financials

Markel Group Inc

Q2 2026: held by 4 giants, composite weight 0.28%, consensus rank 68; this quarter 1 bought and 3 sold. Quarter-end price $1,953 (Jun 30, 2026).

Giants holding
4
previous quarter 4
Composite weight
0.28%
consensus rank 68
Quarter-end price
$1,953
Jun 30, 2026
Avg est. costest.
$1,029
vs quarter-end price +90%
I

Held by 4 Giants

Sorted by portfolio weight; click a name for that giant’s holding history.

How to Read This

Est. average cost: shares bought each quarter × (start + end price) ÷ 2, weighted; positions held before Q1 1999 (or the giant’s earliest electronic filing) start from that quarter’s price. 13F does not show actual trade prices.

GiantWeightSharesValueFirst boughtQuarters heldEst. avg costvs costThis quarter
Josh Tarasoff10.9%20.3K$39.7MQ1 202314$1,382est.+41%Trimmed
Chris Davis3.4%406.8K$794.4MQ3 2001100$1,121est.+74%Added
Francois Rochon2.0%30.9K$60.3MQ1 201546$1,056est.start point+85%Trimmed
Tom Russo0.1%4.3K$8.3MQ1 1999110$555.38est.start point+252%Trimmed
II

Cost Map: 4 of 4 Giants Have an Estimated Cost Below the Quarter-End Price

One row per giant: the dot is the estimated average cost (bigger = heavier weight); the gold line is the latest quarter-end price.

cost below price (paper gain)cost above price (paper loss)quarter-end price
Cost Map$500.00$1,000$1,500$2,000Tom RussoFrancois RochonChris DavisJosh Tarasoff
III

Quarter-End Price (Split-Adjusted)

From Q1 1999, the first quarter a giant held it; hover for holders, buyers and sellers that quarter.

How to Read This

Prices are 13F quarter-end value ÷ shares, roughly the quarter’s closing price, not live prices; prices before splits are converted to today’s share count.

Quarter-End Price$0.00$1,000$2,000Q1 1999Q4 2001Q3 2004Q2 2007Q1 2010Q4 2012Q3 2015Q2 2018Q1 2021Q2 2026
IV

More Giants or Fewer

Giants Holding

Giants Holding0246Q1 1999Q4 2001Q3 2004Q2 2007Q1 2010Q4 2012Q3 2015Q2 2018Q1 2021Q2 2026

Buyers and Sellers (Last 20 Quarters)

BoughtSold
Buyers and Sellers Each Quarter42024Q3 2021Q1 2022Q3 2022Q1 2023Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q2 2026

Composite Weight (Hover for Rank)

Composite Weight0.0%1.0%2.0%Q1 1999Q4 2001Q3 2004Q2 2007Q1 2010Q4 2012Q3 2015Q2 2018Q1 2021Q2 2026
V

Holding History

Open a giant: when the holding began, which quarters it changed, and how the estimated cost moved. The table lists quarters with trades plus the latest quarter.

How to Read This

In the chart, prices and cost are converted to today’s share count (split-adjusted); the table shows each quarter’s own figures. Est. trade price = (start + end price) ÷ 2, only a rough level.

Josh Tarasoff 10.9% · since Q1 2023

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$1,250$1,500$1,750$2,000Q1 2023Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−2.2K20.3K10.9%$1,914 → $1,953$1,934$1,382
Q1 2026Trimmed−35022.6K12.5%$2,150 → $1,914$2,032$1,382
Q4 2025Added+45022.9K14.4%$1,911 → $2,150$2,031$1,382
Q1 2025Added+73522.5K14.5%$1,726 → $1,870$1,798$1,369
Q4 2024Trimmed−75021.7K11.3%$1,569 → $1,726$1,647$1,354
Q3 2024Trimmed−29022.5K10.7%$1,576 → $1,569$1,572$1,354
Q2 2024Added+62522.8K9.8%$1,521 → $1,576$1,549$1,354
Q4 2023Trimmed−10.3K22.1K9.7%$1,472 → $1,420$1,446$1,349
Q3 2023Added+8.3K32.4K17.1%$1,383 → $1,472$1,428$1,349
Q2 2023Added+17.9K24.1K12.2%$1,277 → $1,383$1,330$1,322
Q1 2023New+6.2K6.2K3.2%$1,317 → $1,277$1,297$1,297
Chris Davis 3.4% · since Q3 2001

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$500.00$1,000$1,500$2,000Q2 2016Q3 2017Q4 2018Q1 2020Q2 2021Q3 2022Q4 2023Q1 2025Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Added+23.3K406.8K3.4%$1,914 → $1,953$1,934$1,121
Q1 2026Trimmed−31.7K383.4K3.4%$2,150 → $1,914$2,032$1,072
Q4 2025Added+41.6K415.2K4.0%$1,911 → $2,150$2,031$1,072
Q3 2025Added+2.4K373.5K3.7%$1,997 → $1,911$1,954$965.12
Q4 2024Added+80.9K370.5K3.7%$1,569 → $1,726$1,647$958.74
Q3 2024Added+2.5K289.6K2.5%$1,576 → $1,569$1,572$766.30
Q1 2024Trimmed−14.5K286.1K2.4%$1,420 → $1,521$1,471$759.17
Q4 2023Added+38.5K300.6K2.4%$1,472 → $1,420$1,446$759.17
Q3 2023Trimmed−3.1K262.1K2.4%$1,383 → $1,472$1,428$658.26
Q2 2023Added+19.6K265.2K2.2%$1,277 → $1,383$1,330$658.26
Q1 2023Trimmed−4.7K245.7K2.1%$1,317 → $1,277$1,297$604.70
Q4 2022Added+42.1K250.4K2.2%$1,084 → $1,317$1,201$604.70
Q3 2022Trimmed−3.2K208.2K1.6%$1,293 → $1,084$1,189$484.04
Q2 2022Trimmed−4.6K211.5K1.8%$1,475 → $1,293$1,384$484.04
Q1 2022Trimmed−3.4K216.1K1.6%$1,234 → $1,475$1,355$484.04
Q3 2021Trimmed−4.8K220.0K1.2%$1,187 → $1,195$1,191$484.04
Q2 2021Added+9.5K224.8K1.1%$1,140 → $1,187$1,163$484.04
Q1 2021Added+17.9K215.3K1.1%$1,033 → $1,140$1,086$454.15
Q4 2020Trimmed−3.8K197.5K1.0%$973.71 → $1,033$1,004$396.95
Q3 2020Trimmed−6.5K201.3K1.1%$923.16 → $973.71$948.44$396.95
Q2 2020Added+2.5K207.8K1.1%$927.89 → $923.16$925.53$396.95
Q1 2020Trimmed−11.2K205.3K1.3%$1,143 → $927.89$1,036$390.51
Q4 2019Trimmed−8.5K216.5K1.2%$1,182 → $1,143$1,163$390.51
Q3 2019Trimmed−10.4K225.1K1.3%$1,090 → $1,182$1,136$390.51
Q2 2019Trimmed−3.2K235.4K1.3%$996.24 → $1,090$1,043$390.51
Q1 2019Trimmed−7.5K238.6K1.2%$1,038 → $996.24$1,017$390.51
Q4 2018Added+3.7K246.1K1.4%$1,188 → $1,038$1,113$390.51
Q3 2018Trimmed−7.2K242.4K1.2%$1,084 → $1,188$1,136$379.50
Q2 2018Trimmed−3.2K249.6K1.2%$1,170 → $1,084$1,127$379.50
Q1 2018Trimmed−3.2K252.8K1.3%$1,139 → $1,170$1,155$379.50
Q4 2017Trimmed−8.1K256.0K1.2%$1,068 → $1,139$1,104$379.50
Q3 2017Trimmed−12.0K264.1K1.2%$975.86 → $1,068$1,022$379.50
Q2 2017Trimmed−5.2K276.0K1.2%$975.86 → $975.86$975.86$379.50
Q1 2017Added+9.4K281.2K1.2%$904.50 → $975.86$940.18$379.50
Q4 2016Trimmed−8.0K271.8K1.1%$928.76 → $904.50$916.63$360.16
Q3 2016Trimmed−8.0K279.8K1.1%$952.78 → $928.76$940.77$360.16
Q2 2016Trimmed−42.3K287.8K1.2%$891.56 → $952.78$922.17$360.16
Francois Rochon 2.0% · since Q1 2015

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$500.00$1,000$1,500$2,000Q4 2016Q4 2017Q4 2018Q4 2019Q4 2020Q4 2021Q4 2022Q4 2023Q4 2024Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−12.1K30.9K2.0%$1,914 → $1,953$1,934$1,056
Q1 2026Trimmed−1.0K42.9K3.0%$2,150 → $1,914$2,032$1,056
Q2 2025Added+29443.7K3.0%$1,870 → $1,997$1,933$1,056
Q4 2024Added+64743.3K2.7%$1,569 → $1,726$1,647$1,050
Q3 2024Added+1.2K42.7K2.5%$1,576 → $1,569$1,572$1,041
Q2 2024Trimmed−39.1K41.5K2.8%$1,521 → $1,576$1,549$1,025
Q1 2024Added+1.4K80.5K5.0%$1,420 → $1,521$1,471$1,025
Q4 2023Trimmed−5.3K79.2K5.3%$1,472 → $1,420$1,446$1,017
Q3 2023Added+71984.5K6.8%$1,383 → $1,472$1,428$1,017
Q2 2023Added+4.2K83.8K6.1%$1,277 → $1,383$1,330$1,014
Q1 2023Trimmed−1.8K79.6K6.1%$1,317 → $1,277$1,297$997.18
Q4 2022Trimmed−79381.4K6.6%$1,084 → $1,317$1,201$997.18
Q3 2022Added+1.6K82.2K6.0%$1,293 → $1,084$1,189$997.18
Q2 2022Added+2.0K80.5K6.9%$1,475 → $1,293$1,384$993.31
Q1 2022Added+2.2K78.6K6.5%$1,234 → $1,475$1,355$983.51
Q4 2021Added+2.1K76.3K5.0%$1,195 → $1,234$1,215$972.59
Q3 2021Added+2.9K74.2K5.3%$1,187 → $1,195$1,191$965.74
Q2 2021Added+3.2K71.3K5.1%$1,140 → $1,187$1,163$956.58
Q1 2021Added+21.3K68.1K5.2%$1,033 → $1,140$1,086$946.78
Q4 2020Added+2.0K46.8K3.7%$973.71 → $1,033$1,004$883.06
Q3 2020Added+55344.7K4.0%$923.16 → $973.71$948.44$877.59
Q2 2020Added+3.0K44.2K4.1%$927.89 → $923.16$925.53$876.70
Q1 2020Added+2.2K41.2K4.9%$1,143 → $927.89$1,036$873.18
Q4 2019Added+70039.0K4.0%$1,182 → $1,143$1,163$864.08
Q3 2019Added+41838.3K4.5%$1,090 → $1,182$1,136$858.63
Q2 2019Added+1.4K37.9K4.2%$996.24 → $1,090$1,043$855.57
Q1 2019Added+2.1K36.5K4.2%$1,038 → $996.24$1,017$848.54
Q4 2018Added+22734.4K4.7%$1,188 → $1,038$1,113$838.33
Q3 2018Added+1.9K34.2K4.6%$1,084 → $1,188$1,136$836.51
Q2 2018Added+65332.3K4.6%$1,170 → $1,084$1,127$818.95
Q1 2018Added+93931.7K5.0%$1,139 → $1,170$1,155$812.59
Q4 2017Added+27030.7K4.8%$1,068 → $1,139$1,104$802.14
Q3 2017Added+55330.5K4.8%$975.86 → $1,068$1,022$799.47
Q2 2017Added+33529.9K4.7%$975.86 → $975.86$975.86$795.35
Q1 2017Added+1.5K29.6K4.8%$904.50 → $975.86$940.18$793.31
Q4 2016Added+1.2K28.0K4.3%$928.76 → $904.50$916.63$785.23
Tom Russo 0.1% · since Q1 1999

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$500.00$1,000$1,500$2,000Q3 2008Q2 2010Q3 2013Q2 2015Q1 2017Q4 2018Q3 2020Q2 2022Q1 2024Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−6894.3K0.1%$1,914 → $1,953$1,934$555.38
Q1 2026Trimmed−1.3K5.0K0.1%$2,150 → $1,914$2,032$555.38
Q4 2025Trimmed−1.4K6.3K0.1%$1,911 → $2,150$2,031$555.38
Q3 2025Trimmed−4907.7K0.2%$1,997 → $1,911$1,954$555.38
Q2 2025Trimmed−1338.1K0.2%$1,870 → $1,997$1,933$555.38
Q1 2025Trimmed−3458.3K0.2%$1,726 → $1,870$1,798$555.38
Q4 2024Trimmed−3958.6K0.2%$1,569 → $1,726$1,647$555.38
Q3 2024Trimmed−6039.0K0.1%$1,576 → $1,569$1,572$555.38
Q2 2024Trimmed−1809.6K0.2%$1,521 → $1,576$1,549$555.38
Q1 2024Trimmed−1859.8K0.2%$1,420 → $1,521$1,471$555.38
Q3 2023Added+7010.0K0.2%$1,383 → $1,472$1,428$555.38
Q2 2023Added+1699.9K0.1%$1,277 → $1,383$1,330$549.22
Q1 2023Added+1.0K9.8K0.1%$1,317 → $1,277$1,297$535.68
Q4 2022Added+6888.7K0.1%$1,084 → $1,317$1,201$446.19
Q3 2022Added+1.4K8.0K0.1%$1,293 → $1,084$1,189$381.59
Q2 2022Added+946.6K0.1%$1,475 → $1,293$1,384$207.49
Q4 2021Trimmed−756.5K0.1%$1,195 → $1,234$1,215$190.51
Q3 2021Trimmed−1006.6K0.1%$1,187 → $1,195$1,191$190.51
Q1 2021Trimmed−606.7K0.1%$1,033 → $1,140$1,086$190.51
Q4 2020Trimmed−3556.8K0.1%$973.71 → $1,033$1,004$190.51
Q2 2020Trimmed−3007.1K0.1%$927.89 → $923.16$925.53$190.51
Q1 2020Trimmed−1007.4K0.1%$1,143 → $927.89$1,036$190.51
Q4 2019Trimmed−507.5K0.1%$1,182 → $1,143$1,163$190.51
Q3 2019Trimmed−1077.6K0.1%$1,090 → $1,182$1,136$190.51
Q2 2019Trimmed−857.7K0.1%$996.24 → $1,090$1,043$190.51
Q1 2019Trimmed−1517.8K0.1%$1,038 → $996.24$1,017$190.51
Q4 2018Trimmed−807.9K0.1%$1,188 → $1,038$1,113$190.51
Q3 2018Trimmed−908.0K0.1%$1,084 → $1,188$1,136$190.51
Q2 2018Trimmed−938.1K0.1%$1,170 → $1,084$1,127$190.51
Q1 2018Trimmed−1508.2K0.1%$1,139 → $1,170$1,155$190.51
Q4 2017Trimmed−2.6K8.3K0.1%$1,068 → $1,139$1,104$190.51
Q3 2017Trimmed−20410.9K0.1%$975.86 → $1,068$1,022$190.51
Q2 2017Trimmed−15011.1K0.1%$975.86 → $975.86$975.86$190.51
Q1 2017Trimmed−50011.3K0.1%$904.50 → $975.86$940.18$190.51
Q4 2016Trimmed−22511.8K0.1%$928.76 → $904.50$916.63$190.51
Q3 2016Trimmed−28512.0K0.1%$952.78 → $928.76$940.77$190.51
Q2 2016Trimmed−86512.3K0.1%$891.56 → $952.78$922.17$190.51
Q1 2016Trimmed−1.4K13.1K0.1%$883.35 → $891.56$887.46$190.51
Q4 2015Trimmed−1.1K14.6K0.1%$801.86 → $883.35$842.61$190.51
Q3 2015Trimmed−50715.6K0.1%$800.68 → $801.86$801.27$190.51
Q2 2015Trimmed−11916.1K0.1%$768.96 → $800.68$784.82$190.51
Q1 2015Trimmed−27416.2K0.1%$682.84 → $768.96$725.90$190.51
Q4 2014Trimmed−1.4K16.5K0.1%$636.15 → $682.84$659.50$190.51
Q3 2014Trimmed−55617.9K0.1%$655.64 → $636.15$645.89$190.51
Q2 2014Trimmed−42518.5K0.1%$596.10 → $655.64$625.87$190.51
Q1 2014Trimmed−20018.9K0.1%$580.35 → $596.10$588.22$190.51
Q4 2013Trimmed−65019.1K0.1%$517.77 → $580.35$549.06$190.51
Q3 2013Trimmed−17919.8K0.1%$526.95 → $517.77$522.36$190.51
Q3 2011Trimmed−1.0K22.4K0.2%$396.81 → $357.13$376.97$188.90
Q2 2011Trimmed−1.3K23.4K0.2%$414.45 → $396.81$405.63$188.90
Q1 2011Trimmed−4.5K24.7K0.2%$378.13 → $414.45$396.29$188.90
Q4 2010Trimmed−2.8K29.2K0.4%$344.59 → $378.13$361.36$188.90
Q3 2010Trimmed−5.5K32.0K0.5%$340.00 → $344.59$342.29$188.90
Q2 2010Trimmed−86537.5K0.6%$374.66 → $340.00$357.33$188.90
Q1 2010Trimmed−1.4K38.4K0.6%$340.00 → $374.66$357.33$188.90
Q4 2009Trimmed−2.3K39.8K0.7%$329.82 → $340.00$334.91$188.90
Q3 2009Trimmed−9.3K42.1K0.7%$281.70 → $329.82$305.76$188.90
Q2 2009Trimmed−6.3K51.4K0.8%$283.88 → $281.70$282.79$188.90
Q1 2009Trimmed−3.5K57.7K1.1%$299.00 → $283.88$291.44$188.90
Q4 2008Trimmed−8.7K61.2K1.0%$351.50 → $299.00$325.25$188.90