MARKEL GROUP INC. — HOME DEPOT INC HD: Quarterly 13F Position History
MARKEL GROUP INC. has reported HOME DEPOT INC (HD) on 41 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2016. As of Q1 2026, the position is sized at 920,000 shares ($302.6M market value, 2.53% of the equity book).
- 920,000Shares Held (Latest Filing)
- $302.6MReported Market Value (Latest Filing)
- 2.53%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$14.0MQuarter-over-Quarter Value Change
- 920,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 41 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 920,000 | 0 | — | $302.6M | 2.53% | $328.89 |
| Q4 2025 | 920,000 | 0 | — | $316.6M | 2.52% | $344.10 |
| Q3 2025 | 920,000 | 0 | — | $372.8M | 3.03% | $405.19 |
| Q2 2025 | 920,000 | 0 | — | $337.3M | 2.85% | $366.64 |
| Q1 2025 | 920,000 | 0 | — | $337.2M | 2.99% | $366.49 |
| Q4 2024 | 920,000 | 0 | — | $357.9M | 3.15% | $388.99 |
| Q3 2024 | 920,000 | 0 | — | $372.8M | 3.36% | $405.20 |
| Q2 2024 | 920,000 | 0 | — | $316.7M | 3.12% | $344.24 |
| Q1 2024 | 920,000 | 0 | — | $352.9M | 3.48% | $383.60 |
| Q4 2023 | 920,000 | 0 | — | $318.8M | 3.47% | $346.55 |
| Q3 2023 | 920,000 | 0 | — | $278.0M | 3.36% | $302.16 |
| Q2 2023 | 920,000 | 0 | — | $285.8M | 3.40% | $310.64 |
| Q1 2023 | 920,000 | 0 | — | $271.5M | 3.45% | $295.12 |
| Q4 2022 | 920,000 | 0 | — | $290.6M | 3.90% | $315.86 |
| Q3 2022 | 920,000 | 0 | — | $253.9M | 3.75% | $275.94 |
| Q2 2022 | 920,000 | 0 | — | $252.3M | 3.61% | $274.27 |
| Q1 2022 | 920,000 | 0 | — | $275.4M | 3.28% | $299.33 |
| Q4 2021 | 920,000 | 0 | — | $381.8M | 4.39% | $415.01 |
| Q3 2021 | 920,000 | 0 | — | $302.0M | 3.82% | $328.26 |
| Q2 2021 | 920,000 | 0 | — | $293.4M | 3.71% | $318.89 |
| Q1 2021 | 920,000 | 0 | — | $280.8M | 3.89% | $305.25 |
| Q4 2020 | 920,000 | 0 | — | $244.4M | 3.64% | $265.62 |
| Q3 2020 | 920,000 | 0 | — | $255.5M | 4.33% | $277.71 |
| Q2 2020 | 920,000 | 0 | — | $230.5M | 4.29% | $250.51 |
| Q1 2020 | 920,000 | 0 | — | $171.8M | 3.23% | $186.71 |
| Q4 2019 | 920,000 | 0 | — | $200.9M | 2.79% | $218.38 |
| Q3 2019 | 920,000 | 0 | — | $213.5M | 3.23% | $232.02 |
| Q2 2019 | 920,000 | 0 | — | $191.3M | 2.94% | $207.97 |
| Q1 2019 | 920,000 | 0 | — | $176.5M | 2.96% | $191.89 |
| Q4 2018 | 920,000 | 0 | — | $158.1M | 3.02% | $171.82 |
| Q3 2018 | 920,000 | 0 | — | $190.6M | 3.21% | $207.15 |
| Q2 2018 | 920,000 | 0 | — | $179.5M | 3.29% | $195.10 |
| Q1 2018 | 920,000 | 0 | — | $164.0M | 3.12% | $178.24 |
| Q4 2017 | 920,000 | 0 | — | $174.4M | 3.29% | $189.53 |
| Q3 2017 | 920,000 | 0 | — | $150.5M | 3.00% | $163.56 |
| Q2 2017 | 920,000 | 0 | — | $141.1M | 3.01% | $153.40 |
| Q1 2017 | 920,000 | 0 | — | $135.1M | 3.04% | $146.83 |
| Q4 2016 | 920,000 | 0 | — | $123.4M | 2.97% | $134.08 |
| Q3 2016 | 920,000 | 0 | — | $118.4M | 3.05% | $128.68 |
| Q2 2016 | 920,000 | 0 | — | $117.5M | 3.10% | $127.69 |
| Q1 2016 | 920,000 | — | — | $122.8M | 3.30% | $133.43 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did MARKEL GROUP INC. first disclose a HD position in 13F-HR filings?
MARKEL GROUP INC. first reported HOME DEPOT INC (HD) on its 13F-HR filing for the period ending 2016-03-31 (Q1 2016). The position has appeared on 41 reported quarters within Pactolio's tracked window.
What was MARKEL GROUP INC.'s most recent quarter-over-quarter share-count change in HD?
MARKEL GROUP INC. held the same 920,000 shares of HD between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent MARKEL GROUP INC.'s cost basis in HD?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.