Markel Group Inc.
Tom Gayner · As of Q1 2015 · filed May 7, 2015
| KMX CARMAX INC | 8.6% | Reduced −1.0% | 4,913,070 | $339.1M |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 5.9% | Held | 1,078 | $234.5M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 5.5% | Held | 1,511,607 | $218.2M |
| WBA* WALGREENS BOOTS ALLIANCE INC | 4.6% | Held | 2,135,000 | $180.8M |
| Brookfield Asset Management | 4.5% | Added +0.2% | 3,319,548 | $178.0M |
| DIS WALT DISNEY CO | 4.1% | Added +0.9% | 1,541,500 | $161.7M |
| DEO DIAGEO PLC-SPONSORED ADR | 3.5% | Added +0.4% | 1,248,000 | $138.0M |
| MAR MARRIOTT INTERNATIONAL -CL A | 2.8% | Added +1.0% | 1,368,869 | $109.9M |
| HD HOME DEPOT INC | 2.6% | Held | 920,000 | $104.5M |
| WMT WALMART INC | 2.3% | Held | 1,098,000 | $90.3M |
| DE DEERE & CO | 2.0% | Added +8.8% | 906,000 | $79.4M |
| UNH UNITEDHEALTH GROUP INC | 2.0% | Added +1.1% | 663,000 | $78.4M |
| EXMOC EXXON MOBIL CORP | 1.9% | Held | 868,800 | $73.8M |
| General Electric | 1.9% | Added +0.8% | 2,963,000 | $73.5M |
| FHI FEDERATED HERMES INC | 1.8% | Held | 2,134,000 | $72.3M |
| UPS UNITED PARCEL SERVICE-CL B | 1.8% | Added +1.8% | 744,500 | $72.2M |
| ADM ARCHER-DANIELS-MIDLAND CO | 1.6% | Held | 1,376,000 | $65.2M |
| WPC WP CAREY INC | 1.6% | Held | 950,200 | $64.6M |
| RLI RLI CORP | 1.6% | Held | 1,197,272 | $62.7M |
| Unilever PLC ADR | 1.5% | Added +3.8% | 1,461,000 | $60.9M |
| JNJ JOHNSON & JOHNSON | 1.5% | Held | 574,200 | $57.8M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 1.5% | Held | 1,075,000 | $57.4M |
| V VISA INC-CLASS A SHARES | 1.3% | Added +324.1% | 808,000 | $52.9M |
| GD GENERAL DYNAMICS CORP | 1.3% | Held | 387,000 | $52.5M |
| BUD ANHEUSER-BUSCH INBEV-SPN ADR | 1.3% | Held | 425,000 | $51.8M |
| Colfax Corporation | 1.3% | Held | 1,085,070 | $51.8M |
| BLKCHF BLACKROCK INC | 1.2% | Added +11.2% | 129,000 | $47.2M |
| SLB SLB LTD | 1.1% | Added +34.6% | 545,000 | $45.5M |
| ADP AUTOMATIC DATA PROCESSING | 1.1% | Held | 530,700 | $45.4M |
| LOW LOWE'S COS INC | 1.0% | Held | 540,000 | $40.2M |
| BF/A BROWN-FORMAN CORP-CLASS A | 1.0% | Held | 421,500 | $38.3M |
| ELV ELEVANCE HEALTH INC | 0.9% | Added +3.2% | 224,000 | $34.6M |
| MMM 3M CO | 0.9% | Held | 204,000 | $33.6M |
| CPRT COPART INC | 0.8% | Added +5.6% | 891,000 | $33.5M |
| SCHW SCHWAB (CHARLES) CORP | 0.8% | Held | 1,057,000 | $32.2M |
| INTC INTEL CORP | 0.8% | Held | 991,000 | $31.0M |
| NOVEUR NATIONAL OILWELL VARCO INC | 0.7% | Added +21.1% | 575,000 | $28.7M |
| AXP AMERICAN EXPRESS CO | 0.7% | Added +3.4% | 361,000 | $28.2M |
| Chubb Corp | 0.7% | Added +4.9% | 278,000 | $28.1M |
| TRV TRAVELERS COS INC | 0.7% | Added +6.1% | 259,000 | $28.0M |
| MCO MOODY'S CORP | 0.7% | Added +5.1% | 267,000 | $27.7M |
| ORCL ORACLE CORP | 0.7% | Held | 638,000 | $27.5M |
| CVS CVS HEALTH CORP | 0.6% | Added +5.6% | 245,000 | $25.3M |
| HAS HASBRO INC | 0.6% | Added +12.2% | 358,000 | $22.6M |
| MRSH MARSH & MCLENNAN COS | 0.6% | Added +19.3% | 401,000 | $22.5M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.6% | Added +10.2% | 141,000 | $22.4M |
| ITW ILLINOIS TOOL WORKS | 0.6% | Held | 230,000 | $22.3M |
| TROW T ROWE PRICE GROUP INC | 0.5% | Held | 250,000 | $20.2M |
| Liberty Media Corp Class C | 0.5% | Held | 516,000 | $19.7M |
| CAT CATERPILLAR INC | 0.5% | Held | 241,000 | $19.3M |
| MCD MCDONALD'S CORP | 0.4% | Held | 181,000 | $17.6M |
| Monsanto Co | 0.4% | Added +62.1% | 154,000 | $17.3M |
| BXUSD BLACKSTONE GROUP LP | 0.4% | Added +5.5% | 439,000 | $17.1M |
| NKE NIKE INC -CL B | 0.4% | Added +3.2% | 160,000 | $16.1M |
| ITIC INVESTORS TITLE CO | 0.4% | Held | 213,300 | $15.8M |
| Liberty Media | 0.4% | Added +11.4% | 380,000 | $14.6M |
| ECL ECOLAB INC | 0.4% | Added +11.5% | 126,000 | $14.4M |
| MSFT MICROSOFT CORP | 0.3% | Reduced −61.1% | 318,000 | $12.9M |
| OAK OAKTREE CAPITAL GROUP LLC | 0.3% | Added +63.1% | 249,500 | $12.9M |
| PEP PEPSICO INC | 0.3% | Held | 134,300 | $12.8M |
| McGraw Hill Financial | 0.3% | Added +11.7% | 124,000 | $12.8M |
| ACN ACCENTURE PLC-CL A | 0.3% | Held | 135,000 | $12.6M |
| ACNT ASCENT INDUSTRIES CO | 0.3% | Held | 785,343 | $11.3M |
| KKR & Co LLC | 0.3% | Added +7.6% | 468,000 | $10.7M |
| CLBUSD CORE LABORATORIES N.V. | 0.3% | Added +308.0% | 102,000 | $10.7M |
| SEIC SEI INVESTMENTS COMPANY | 0.3% | Held | 237,000 | $10.4M |
| PG PROCTER & GAMBLE CO | 0.3% | Held | 127,000 | $10.4M |
| 8L8C LIBERTY BROADBAND-C | 0.2% | Added +33.4% | 172,113 | $9.7M |
| MAT MATTEL INC | 0.2% | Added +26.7% | 422,000 | $9.6M |
| CME CME GROUP INC | 0.2% | Added +80.4% | 101,000 | $9.6M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.2% | Held | 105,375 | $9.5M |
| The Carlyle Group | 0.2% | Added +9.0% | 351,000 | $9.5M |
| NSC NORFOLK SOUTHERN CORP | 0.2% | Held | 92,000 | $9.5M |
| MA MASTERCARD INC - A | 0.2% | Added +14.0% | 106,000 | $9.2M |
| EMR EMERSON ELECTRIC CO | 0.2% | Held | 158,000 | $8.9M |
| PM PHILIP MORRIS INTERNATIONAL | 0.2% | Held | 114,500 | $8.6M |
| AANUSD AARON'S INC | 0.2% | Added +12.3% | 301,000 | $8.5M |
| CDK CDK GLOBAL INC | 0.2% | Held | 176,897 | $8.3M |
| PDCOEUR PATTERSON COS INC | 0.2% | Held | 155,000 | $7.6M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,000 | $7.4M |
| WSO WATSCO INC | 0.2% | Added +2800.0% | 58,000 | $7.3M |
| Apollo Global Management - A | 0.2% | Added +10.2% | 336,000 | $7.3M |
| MSCI MSCI INC | 0.2% | Added +12.9% | 114,000 | $7.0M |
| Google Class A | 0.2% | Held | 12,500 | $6.9M |
| Google Class C | 0.2% | Held | 12,500 | $6.8M |
| HAL HALLIBURTON CO | 0.2% | Added +933.3% | 155,000 | $6.8M |
| UTXCHF RTX CORP | 0.2% | Held | 53,000 | $6.2M |
| CRREUR CARBO CERAMICS INC | 0.2% | Added +227.9% | 200,000 | $6.1M |
| COST COSTCO WHOLESALE CORP | 0.1% | Held | 39,000 | $5.9M |
| UPBD UPBOUND GROUP INC | 0.1% | Added +13.2% | 215,000 | $5.9M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.1% | Held | 5,200 | $5.5M |
| ROL ROLLINS INC | 0.1% | Added +102.9% | 207,000 | $5.1M |
| LBRDA LIBERTY BROADBAND-A | 0.1% | Held | 80,250 | $4.5M |
| LBTYAUSD LIBERTY GLOBAL PLC-A | 0.1% | New | 72,000 | $3.7M |
| DISCKUSD DISCOVERY INC-C | 0.1% | New | 90,000 | $2.7M |
| WAIREUR WESCO AIRCRAFT HOLDINGS INC | 0.1% | Added +433.3% | 160,000 | $2.5M |
| ROST ROSS STORES INC | 0.1% | Held | 23,000 | $2.4M |
| RBAGBP RITCHIE BROS AUCTIONEERS | 0.1% | Added +39.1% | 96,000 | $2.4M |
| YUSD ALLEGHANY CORP | 0.1% | Held | 4,328 | $2.1M |
| DNOW DNOW INC | 0.1% | Held | 93,500 | $2.0M |
| CULP CULP INC | 0.0% | Held | 30,227 | $809K |
| Coach Inc | 0.0% | New | 18,000 | $746K |
| VRSK VERISK ANALYTICS INC | 0.0% | New | 9,000 | $643K |
| CSCO CISCO SYSTEMS INC | 0.0% | Held | 23,000 | $633K |
| Starz Liberty Capital | 0.0% | Held | 12,000 | $413K |
| LGIH LGI HOMES INC | 0.0% | Held | 17,000 | $283K |
| RUSHA RUSH ENTERPRISES INC-CL A | 0.0% | New | 9,000 | $246K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| FRFHF FAIRFAX FINANCIAL HLDGS LTD | 279,459 | $146.4M |
| EXPD EXPEDITORS INTL WASH INC | 137,000 | $6.1M |
| BRO BROWN & BROWN INC | 165,628 | $5.5M |
| Liberty Global PLC | 33,000 | $1.7M |
| Nicholas Financial | 45,000 | $670K |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.