{"maj":"2026-11-09","slug":"markel","nom":"Markel (Tom Gayner)","nom_sec":"MARKEL GROUP INC.","cik":"0001096343","trimestre":"2026Q3","date":"2026-09-30","trimestre_precedent":"2026Q2","valeur":12773920344.0,"perf":{"portfolioSize":145,"securitiesAdded":17,"securitiesRemoved":2,"marketValue":12839103847,"previousMarketValue":13130490727,"changeInMarketValuePercentage":-2.2192,"averageHoldingPeriod":28,"turnover":0.131,"performancePercentage":-2.0425,"performancePercentage1year":2.8194,"performancePercentage3year":45.1087,"performancePercentage5year":44.8448,"date":"2026-09-30"},"gerant":"Tom Gayner","top10_pct":43.7,"depuis_13f":{"pct":3.4,"part":89.3,"date_cours":"2026-11-05"},"secteurs":[["Finance",33.11,32.95,34],["Technologie",20.96,19.74,17],["Industrie",14.45,15.41,31],["Consommation cyclique",9.84,10.63,18],["Matériaux",3.4,3.18,10],["Consommation de base",2.87,2.85,10],["Santé",2.27,1.82,5],["Communication",1.86,1.75,4],["Énergie",0.26,0.22,3],["Immobilier",0.25,0.25,2],["Non classé (ETF, titres hors de notre base)",10.74,10.7,8]],"options":[],"positions":[["GOOG","Alphabet Inc.",2749860.0,936987297.0,7.34,0.0],["BRK-A","Berkshire Hathaway Inc Del",1114.0,832163570.0,6.51,0.0],["BRK-B","Berkshire Hathaway Inc.",1531971.0,762844961.0,5.97,0.0],["DE","Deere & Company",861150.0,578305282.0,4.53,-1.9],["AMZN","Amazon.com, Inc.",2030760.0,505963855.0,3.96,0.0],["BN","Brookfield Corporation",13073609.0,476663783.0,3.73,0.0],["AAPL","Apple Inc.",1227290.0,408712116.0,3.2,0.0],["ADI","Analog Devices, Inc.",999671.0,396579481.0,3.1,0.0],["V","Visa Inc.",1013912.0,364328999.0,2.85,0.0],["GS","The Goldman Sachs Group, Inc.",359360.0,323553369.0,2.53,0.0],["MSFT","Microsoft Corporation",537630.0,275750428.0,2.16,0.0],["CAT","Caterpillar Inc.",328650.0,266466135.0,2.09,0.0],["HD","The Home Depot, Inc.",932000.0,265144681.0,2.08,1.0],["BLK","BlackRock, Inc.",220200.0,233035457.0,1.82,0.0],["DIS","The Walt Disney Company",2039165.0,213908409.0,1.67,0.4],["TXN","Texas Instruments Incorporated",724000.0,202785159.0,1.59,0.0],["WSO","Watsco, Inc.",623010.0,188578898.0,1.48,4.2],["FNV","Franco-Nevada Corporation",787000.0,187392571.0,1.47,1.7],["GOOGL","Alphabet Inc.",519975.0,178912998.0,1.4,-9.1],["LPLA","LPL Financial Holdings Inc.",566132.0,173123165.0,1.36,1.1],["JNJ","Johnson & Johnson",610800.0,161703191.0,1.27,0.0],["PGR","The Progressive Corporation",753750.0,156259913.0,1.22,0.0],["META","Meta Platforms, Inc.",209163.0,151680825.0,1.19,-10.7],["AXP","American Express Company",490450.0,149145846.0,1.17,0.0],["LOW","Lowe's Companies, Inc.",761480.0,140333149.0,1.1,1.3],["BX","Blackstone Inc.",1229000.0,137758610.0,1.08,0.0],["SCHW","The Charles Schwab Corporation",1394800.0,136327752.0,1.07,0.0],["RLI","RLI Corp.",2421922.0,133956506.0,1.05,1.1],["KKR","KKR & Co. 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