Markel Group Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $7.91M | 0.25% | 4,130 NS | $3.17B | FIGI |
| HARTFORD MIDCAP HLS FUND HARTFORD SERIES FUND INC | — | $7.74M | 1.19% | 4,045 NS | $651.79M | FIGI |
| State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | KIE | $7.59M | 1.82% | 3,963 NS | $417.91M | FIGI |
| FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust | — | $6.93M | 1.95% | 3,620 NS | $355.25M | FIGI |
| T. Rowe Price Mid Cap Growth Portfolio Brighthouse Funds Trust I | — | $6.65M | 0.63% | 3,476 NS | $1.06B | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $6.43M | 0.04% | 3,357 NS | $17.05B | FIGI |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | — | $6.27M | 1.19% | 3,278 NS | $529.26M | FIGI |
| Gateway Fund Gateway Trust | — | $6.04M | 0.09% | 3,155 NS | $6.93B | FIGI |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | — | $5.94M | 0.17% | 3,104 NS | $3.41B | FIGI |
| Davis Balanced Fund DAVIS SERIES INC | — | $5.05M | 1.74% | 2,640 NS | $291.03M | FIGI |
| Transamerica TSW Mid Cap Value Opportunities … TRANSAMERICA SERIES TRUST | — | $4.59M | 2.04% | 2,400 NS | $225.00M | FIGI |
| DF DENT MIDCAP GROWTH FUND FORUM FUNDS | — | $4.56M | 1.74% | 2,383 NS | $262.48M | FIGI |
| Mid-Cap Value Portfolio PACIFIC SELECT FUND | — | $4.44M | 1.11% | 2,322 NS | $400.70M | FIGI |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | — | $4.21M | 0.04% | 2,202 NS | $11.33B | FIGI |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | — | $4.21M | 0.03% | 2,200 NS | $12.51B | FIGI |
| Calvert U.S. Large Cap Value Responsible Inde… Calvert Responsible Index Series, Inc. | — | $4.21M | 0.23% | 2,198 NS | $1.82B | FIGI |
| JNL/Mellon Financial Sector Fund JNL Series Trust | — | $4.06M | 0.30% | 2,121 NS | $1.35B | FIGI |
| Baillie Gifford Global Alpha Equities Fund Baillie Gifford Funds | — | $4.02M | 0.97% | 2,102 NS | $414.47M | FIGI |
| AQR Large Cap Defensive Style Fund AQR Funds | — | $3.82M | 0.28% | 1,998 NS | $1.35B | FIGI |
| Touchstone Variable Series Trust-Touchstone C… Touchstone Variable Series Trust | — | $3.63M | 1.96% | 1,896 NS | $185.18M | FIGI |
| Kirr, Marbach Partners Value Fund Kirr Marbach Partners Funds Inc | — | $3.43M | 3.30% | 1,793 NS | $103.85M | FIGI |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | — | $3.37M | 0.05% | 1,760 NS | $7.43B | FIGI |
| Blue Chip Investor Fund BLUE CHIP INVESTOR FUNDS | — | $3.35M | 7.77% | 1,750 NS | $43.10M | FIGI |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | — | $3.23M | 0.19% | 1,685 NS | $1.67B | FIGI |
| DAVENPORT BALANCED INCOME FUND Williamsburg Investment Trust | — | $3.19M | 1.14% | 1,665 NS | $279.94M | FIGI |
| Calvert U.S. Large Cap Core Responsible Index… Calvert Responsible Index Series, Inc. | — | $3.12M | 0.06% | 1,632 NS | $5.55B | FIGI |
| T. Rowe Price Extended Equity Market Index Fu… T. ROWE PRICE INDEX TRUST, INC. | — | $3.11M | 0.31% | 1,623 NS | $1.00B | FIGI |
| Needham Growth Fund Needham Funds Inc | — | $2.97M | 1.60% | 1,550 NS | $185.75M | FIGI |
| Davis Financial Portfolio DAVIS VARIABLE ACCOUNT FUND INC | — | $2.90M | 5.12% | 1,515 NS | $56.61M | FIGI |
| State Street(R) SPDR(R) Russell 1000 Low Vola… SPDR SERIES TRUST | ONEV | $2.86M | 0.55% | 1,493 NS | $522.23M | FIGI |
| SEI Enhanced Low Volatility U.S. Large Cap ETF SEI EXCHANGE TRADED FUNDS | SELV | $2.85M | 1.25% | 1,490 NS | $227.34M | FIGI |
| VictoryShares US Value Momentum ETF Victory Portfolios II | ULVM | $2.77M | 1.18% | 1,445 NS | $234.13M | FIGI |
| T. Rowe Price Mid-Cap Growth Portfolio T. ROWE PRICE EQUITY SERIES, INC. | — | $2.68M | 0.62% | 1,401 NS | $429.55M | FIGI |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | — | $2.66M | 0.01% | 1,390 NS | $21.49B | FIGI |
| Davis Equity Portfolio DAVIS VARIABLE ACCOUNT FUND INC | — | $2.62M | 2.44% | 1,369 NS | $107.17M | FIGI |
| Six Circles Managed Equity Portfolio U.S. Unc… SIX CIRCLES TRUST | — | $2.55M | 0.01% | 1,332 NS | $27.78B | FIGI |
| Scharf Global Opportunity ETF Advisors Series Trust | GKAT | $2.55M | 1.71% | 1,330 NS | $148.99M | FIGI |
| AQR Style Premia Alternative Fund AQR Funds | — | $2.16M | 0.10% | 1,127 NS | $2.27B | FIGI |
| MML Mid Cap Growth Fund MML SERIES INVESTMENT FUND | — | $2.13M | 0.60% | 1,112 NS | $352.01M | FIGI |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $1.98M | 0.53% | 1,034 NS | $373.51M | FIGI |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | — | $1.91M | 0.19% | 998 NS | $1.02B | FIGI |
| Intrepid Capital Fund Intrepid Capital Management Funds Trust | — | $1.87M | 1.75% | 978 NS | $107.24M | FIGI |
| Leuthold Core Investment Fund Managed Portfolio Series | — | $1.78M | 0.33% | 931 NS | $533.33M | FIGI |
| AST Aggressive Asset Allocation Portfolio Advanced Series Trust | — | $1.76M | 0.02% | 922 NS | $10.67B | FIGI |
| MML Equity Fund MML Series Investment Fund II | — | $1.74M | 0.19% | 910 NS | $900.15M | FIGI |
| M Capital Appreciation Fund M FUND INC | — | $1.73M | 0.66% | 902 NS | $262.64M | FIGI |
| RMB SMID Cap Fund RMB Investors Trust | — | $1.71M | 2.90% | 895 NS | $59.15M | FIGI |
| AST Large-Cap Value Portfolio Advanced Series Trust | — | $1.70M | 0.05% | 890 NS | $3.72B | FIGI |
| The Institutional U.S. Equity Portfolio HC Capital Trust | — | $1.65M | 0.06% | 861 NS | $2.87B | FIGI |
| VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | CFA | $1.63M | 0.32% | 854 NS | $517.25M | FIGI |