Markel Group Inc.
Tom Gayner · As of Q1 2017 · filed Apr 28, 2017
| KMX CARMAX INC | 6.6% | Held | 4,913,070 | $291.0M |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 6.1% | Added +0.4% | 1,088 | $271.8M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 5.7% | Held | 1,511,607 | $252.0M |
| Brookfield Asset Management | 4.3% | Added +2.1% | 5,254,821 | $191.6M |
| DIS WALT DISNEY CO | 4.2% | Added +1.0% | 1,663,200 | $188.6M |
| WBA* WALGREENS BOOTS ALLIANCE INC | 4.0% | Held | 2,135,000 | $177.3M |
| DEO DIAGEO PLC-SPONSORED ADR | 3.5% | Added +0.9% | 1,334,800 | $154.3M |
| MAR MARRIOTT INTERNATIONAL -CL A | 3.2% | Added +0.8% | 1,508,269 | $142.0M |
| HD HOME DEPOT INC | 3.0% | Held | 920,000 | $135.1M |
| DE DEERE & CO | 2.7% | Held | 1,095,400 | $119.2M |
| UNH UNITEDHEALTH GROUP INC | 2.4% | Held | 663,000 | $108.7M |
| V VISA INC-CLASS A SHARES | 1.8% | Added +1.0% | 891,300 | $79.2M |
| EXMOC EXXON MOBIL CORP | 1.7% | Held | 944,800 | $77.5M |
| JNJ JOHNSON & JOHNSON | 1.7% | Held | 610,800 | $76.1M |
| Unilever PLC ADR | 1.7% | Held | 1,527,600 | $75.4M |
| GD GENERAL DYNAMICS CORP | 1.6% | Held | 387,000 | $72.4M |
| RLI RLI CORP | 1.6% | Held | 1,197,272 | $71.9M |
| ADM ARCHER-DANIELS-MIDLAND CO | 1.5% | Held | 1,463,300 | $67.4M |
| BLKCHF BLACKROCK INC | 1.5% | Added +4.3% | 168,500 | $64.6M |
| GOOG ALPHABET INC-CL C | 1.4% | Added +21.3% | 74,031 | $61.4M |
| WPC WP CAREY INC | 1.3% | Held | 950,200 | $59.1M |
| ADP AUTOMATIC DATA PROCESSING | 1.2% | Held | 530,700 | $54.3M |
| AMZN AMAZON.COM INC | 1.2% | Added +28.3% | 59,000 | $52.3M |
| SLB SLB LTD | 1.2% | Held | 662,500 | $51.7M |
| LOW LOWE'S COS INC | 1.0% | Added +4.3% | 563,000 | $46.3M |
| MRSH MARSH & MCLENNAN COS | 1.0% | Held | 609,500 | $45.0M |
| Monsanto Co | 1.0% | Held | 396,700 | $44.9M |
| Colfax Corporation | 1.0% | Held | 1,135,070 | $44.6M |
| SCHW SCHWAB (CHARLES) CORP | 1.0% | Held | 1,057,000 | $43.1M |
| ADI ANALOG DEVICES INC | 0.9% | Added +27.8% | 500,811 | $41.0M |
| BF/A BROWN-FORMAN CORP-CLASS A | 0.9% | Held | 843,000 | $39.7M |
| MMM 3M CO | 0.9% | Held | 204,000 | $39.0M |
| TXN TEXAS INSTRUMENTS INC | 0.9% | Added +14.2% | 474,000 | $38.2M |
| TRV TRAVELERS COS INC | 0.9% | Held | 315,000 | $38.0M |
| ELV ELEVANCE HEALTH INC | 0.8% | Held | 224,000 | $37.0M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 0.8% | Held | 1,075,000 | $36.9M |
| HAS HASBRO INC | 0.8% | Held | 364,000 | $36.3M |
| ITIC INVESTORS TITLE CO | 0.8% | Held | 213,300 | $33.7M |
| OAK OAKTREE CAPITAL GROUP LLC | 0.7% | Added +5.0% | 730,500 | $33.1M |
| MCO MOODY'S CORP | 0.7% | Held | 290,000 | $32.5M |
| AXP AMERICAN EXPRESS CO | 0.7% | Held | 386,000 | $30.5M |
| ITW ILLINOIS TOOL WORKS | 0.7% | Held | 230,000 | $30.5M |
| WSO WATSCO INC | 0.6% | Added +5.0% | 198,500 | $28.4M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.6% | Held | 164,000 | $27.0M |
| DISCKUSD DISCOVERY INC-C | 0.6% | Added +4.4% | 931,000 | $26.4M |
| ECL ECOLAB INC | 0.6% | Added +7.3% | 205,800 | $25.8M |
| CAT CATERPILLAR INC | 0.6% | Held | 278,000 | $25.8M |
| NSC NORFOLK SOUTHERN CORP | 0.6% | Held | 229,500 | $25.7M |
| TROW T ROWE PRICE GROUP INC | 0.5% | Held | 314,000 | $21.4M |
| CVS CVS HEALTH CORP | 0.5% | Added +6.5% | 264,000 | $20.7M |
| LSXMKUSD LIBERTY MEDIA COR-SIRIUSXM C | 0.5% | Held | 522,000 | $20.2M |
| NKE NIKE INC -CL B | 0.4% | Added +7.4% | 348,000 | $19.4M |
| SPGI S&P GLOBAL INC | 0.4% | Held | 147,000 | $19.2M |
| MA MASTERCARD INC - A | 0.4% | Added +5.3% | 159,100 | $17.9M |
| ACN ACCENTURE PLC-CL A | 0.4% | Held | 148,400 | $17.8M |
| BXUSD BLACKSTONE GROUP LP | 0.4% | Added +6.3% | 595,000 | $17.7M |
| LM03 LIBERTY MEDIA COR-SIRIUSXM A | 0.4% | Held | 426,000 | $16.6M |
| ROK ROCKWELL AUTOMATION INC | 0.4% | Added +14.2% | 104,800 | $16.3M |
| PEP PEPSICO INC | 0.4% | Held | 145,600 | $16.3M |
| JPM JPMORGAN CHASE & CO | 0.4% | Held | 183,000 | $16.1M |
| CME CME GROUP INC | 0.4% | Held | 135,000 | $16.0M |
| MSFT MICROSOFT CORP | 0.4% | Added +17.4% | 243,000 | $16.0M |
| SEIC SEI INVESTMENTS COMPANY | 0.3% | Added +4.8% | 304,200 | $15.3M |
| PH PARKER HANNIFIN CORP | 0.3% | Added +15.7% | 95,600 | $15.3M |
| UTXCHF RTX CORP | 0.3% | Added +8.4% | 135,500 | $15.2M |
| 8L8C LIBERTY BROADBAND-C | 0.3% | Held | 172,113 | $14.9M |
| ROL ROLLINS INC | 0.3% | Added +5.3% | 374,700 | $13.9M |
| LBRDA LIBERTY BROADBAND-A | 0.3% | Added +10.4% | 159,250 | $13.6M |
| MSCI MSCI INC | 0.3% | Held | 137,000 | $13.3M |
| SRCLEUR STERICYCLE INC | 0.3% | Added +113.3% | 160,000 | $13.3M |
| AAPL APPLE INC | 0.3% | Added +23.3% | 90,100 | $12.9M |
| PM PHILIP MORRIS INTERNATIONAL | 0.3% | Held | 114,500 | $12.9M |
| CLBUSD CORE LABORATORIES N.V. | 0.3% | Held | 110,000 | $12.7M |
| BA BOEING CO | 0.3% | Added +32.4% | 69,400 | $12.3M |
| KKR & Co LLC | 0.3% | Added +7.2% | 667,000 | $12.2M |
| CSCO CISCO SYSTEMS INC | 0.3% | Added +10.7% | 342,000 | $11.6M |
| CDK CDK GLOBAL INC | 0.3% | Held | 176,897 | $11.5M |
| META META PLATFORMS INC-CLASS A | 0.3% | Added +23.6% | 78,500 | $11.2M |
| GOOGL ALPHABET INC-CL A | 0.2% | Held | 12,500 | $10.6M |
| Apollo Global Management - A | 0.2% | Added +8.5% | 420,000 | $10.2M |
| LYV LIVE NATION ENTERTAINMENT IN | 0.2% | Added +25.2% | 327,700 | $10.0M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.2% | Held | 210,750 | $9.7M |
| UNP UNION PACIFIC CORP | 0.2% | Held | 84,600 | $9.0M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,000 | $8.8M |
| The Carlyle Group | 0.2% | Added +10.5% | 527,000 | $8.4M |
| FWONKUSD LIBERTY MEDIA CORP-LIBERTY-C | 0.2% | Added +17.9% | 243,500 | $8.3M |
| PCAR PACCAR INC | 0.2% | Held | 118,300 | $8.0M |
| CMCSA COMCAST CORP-CLASS A | 0.2% | Added +129.7% | 209,000 | $7.9M |
| MXIM MAXIM INTEGRATED PRODUCTS | 0.2% | Added +8.1% | 174,000 | $7.8M |
| PDCOEUR PATTERSON COS INC | 0.2% | Held | 168,000 | $7.6M |
| PXGBX PRAXAIR INC | 0.2% | Added +26.9% | 61,400 | $7.3M |
| COST COSTCO WHOLESALE CORP | 0.1% | Held | 39,000 | $6.5M |
| ACTEUR ALLERGAN PLC | 0.1% | Added +92.9% | 27,000 | $6.5M |
| VRSK VERISK ANALYTICS INC | 0.1% | Added +9.8% | 73,000 | $5.9M |
| BGUSD BUNGE LTD | 0.1% | Held | 71,800 | $5.7M |
| HEI/A HEICO CORP-CLASS A | 0.1% | Added +42.4% | 70,500 | $5.3M |
| ACNT ASCENT INDUSTRIES CO | 0.1% | Held | 414,804 | $5.1M |
| Sensata Technologies Holding | 0.1% | Added +126.1% | 104,000 | $4.5M |
| Aon Corporation | 0.1% | Held | 37,000 | $4.4M |
| TSN TYSON FOODS INC-CL A | 0.1% | Added +545.5% | 71,000 | $4.4M |
| LBTYAUSD LIBERTY GLOBAL PLC-A | 0.1% | Held | 118,000 | $4.2M |
| LM05 LIBERTY MEDIA CORP-LIBERTY-A | 0.1% | Held | 121,500 | $4.0M |
| GS GOLDMAN SACHS GROUP INC | 0.1% | Held | 17,100 | $3.9M |
| RBAGBP RITCHIE BROS AUCTIONEERS | 0.1% | Held | 114,000 | $3.8M |
| NXPI NXP SEMICONDUCTORS NV | 0.1% | Added +6.1% | 35,000 | $3.6M |
| DLTR DOLLAR TREE INC | 0.1% | Added +109.1% | 46,000 | $3.6M |
| AMT AMERICAN TOWER CORP | 0.1% | Added +110.7% | 29,500 | $3.6M |
| CABO CABLE ONE INC | 0.1% | Held | 5,200 | $3.2M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.1% | Held | 5,200 | $3.1M |
| YUSD ALLEGHANY CORP | 0.1% | Held | 4,328 | $2.7M |
| HSY HERSHEY CO | 0.1% | Held | 24,100 | $2.6M |
| Brookfield Business Partners | 0.1% | Held | 101,594 | $2.5M |
| HCSG HEALTHCARE SERVICES GROUP | 0.1% | New | 55,000 | $2.4M |
| BATRKUSD LIBERTY MEDIA CORP-BRAVES C | 0.1% | Held | 99,788 | $2.4M |
| PAG PENSKE AUTOMOTIVE GROUP INC | 0.1% | Added +40.0% | 49,000 | $2.3M |
| FLS FLOWSERVE CORP | 0.0% | Added +120.0% | 44,000 | $2.1M |
| GILD GILEAD SCIENCES INC | 0.0% | Added +92.9% | 27,000 | $1.8M |
| HXL HEXCEL CORP | 0.0% | Added +175.0% | 33,000 | $1.8M |
| VFC VF CORP | 0.0% | Added +63.8% | 30,800 | $1.7M |
| IBM INTL BUSINESS MACHINES CORP | 0.0% | New | 9,700 | $1.7M |
| BDX BECTON DICKINSON AND CO | 0.0% | Held | 9,000 | $1.7M |
| ALB ALBEMARLE CORP | 0.0% | New | 15,000 | $1.6M |
| SBUX STARBUCKS CORP | 0.0% | Added +116.7% | 26,000 | $1.5M |
| Rockwell Collins Inc | 0.0% | New | 15,000 | $1.5M |
| MCK MCKESSON CORP | 0.0% | Held | 9,100 | $1.3M |
| BAX BAXTER INTERNATIONAL INC | 0.0% | Held | 22,000 | $1.1M |
| BATRAUSD LIBERTY MEDIA CORP-BRAVES A | 0.0% | Held | 42,600 | $1.0M |
| BMY BRISTOL-MYERS SQUIBB CO | 0.0% | Held | 10,000 | $544K |
| MRK MERCK & CO. INC. | 0.0% | Held | 5,600 | $356K |
| Priceline Group Inc | 0.0% | Held | 200 | $356K |
| 99998USD LIBERTY GLOBAL PLC LILAC - A | 0.0% | Held | 14,720 | $327K |
| NVS NOVARTIS AG-SPONSORED ADR | 0.0% | Held | 3,700 | $275K |
| HEI HEICO CORP | 0.0% | Held | 3,000 | $262K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| ORCL ORACLE CORP | 638,000 | $24.5M |
| Linear Technology Corp | 206,000 | $12.8M |
| CSX CSX CORP | 140,000 | $5.0M |
| Mead Johnson Nutrition | 32,300 | $2.3M |
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.