Markel Group Inc.
Tom Gayner · As of Q1 2019 · filed May 3, 2019
| KMX CARMAX INC | 5.7% | Held | 4,913,070 | $342.9M |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 5.5% | Held | 1,096 | $330.1M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 5.1% | Added +0.2% | 1,521,117 | $305.6M |
| Brookfield Asset Management | 4.5% | Added +1.1% | 5,737,691 | $267.7M |
| DEO DIAGEO PLC-SPONSORED ADR | 3.7% | Held | 1,349,800 | $220.8M |
| DIS WALT DISNEY CO | 3.4% | Added +0.3% | 1,806,500 | $200.6M |
| MAR MARRIOTT INTERNATIONAL -CL A | 3.2% | Added +0.4% | 1,538,269 | $192.4M |
| HD HOME DEPOT INC | 3.0% | Held | 920,000 | $176.5M |
| AMZN AMAZON.COM INC | 2.8% | Added +3.9% | 93,237 | $166.0M |
| DE DEERE & CO | 2.7% | Reduced −8.2% | 1,005,900 | $160.8M |
| UNH UNITEDHEALTH GROUP INC | 2.5% | Held | 599,000 | $148.1M |
| V VISA INC-CLASS A SHARES | 2.4% | Added +0.6% | 931,800 | $145.5M |
| GOOG ALPHABET INC-CL C | 2.4% | Added +7.6% | 123,939 | $145.4M |
| WBA* WALGREENS BOOTS ALLIANCE INC | 2.3% | Held | 2,148,000 | $135.9M |
| BLKCHF BLACKROCK INC | 1.5% | Added +5.6% | 206,700 | $88.3M |
| Unilever PLC ADR | 1.5% | Held | 1,527,600 | $88.2M |
| RLI RLI CORP | 1.4% | Held | 1,197,272 | $85.9M |
| JNJ JOHNSON & JOHNSON | 1.4% | Held | 610,800 | $85.4M |
| ADP AUTOMATIC DATA PROCESSING | 1.4% | Held | 530,700 | $84.8M |
| ADI ANALOG DEVICES INC | 1.3% | Added +7.9% | 754,811 | $79.5M |
| TXN TEXAS INSTRUMENTS INC | 1.2% | Added +3.5% | 658,000 | $69.8M |
| GD GENERAL DYNAMICS CORP | 1.1% | Held | 387,000 | $65.5M |
| ELV ELEVANCE HEALTH INC | 1.1% | Held | 224,000 | $64.3M |
| ADM ARCHER-DANIELS-MIDLAND CO | 1.1% | Held | 1,463,300 | $63.1M |
| LOW LOWE'S COS INC | 1.0% | Held | 570,000 | $62.4M |
| MRSH MARSH & MCLENNAN COS | 1.0% | Held | 609,500 | $57.2M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 0.9% | Held | 1,075,000 | $56.2M |
| OAK OAKTREE CAPITAL GROUP LLC | 0.9% | Added +4.4% | 1,065,500 | $52.9M |
| AAPL APPLE INC | 0.9% | Added +73.2% | 270,735 | $51.4M |
| ECL ECOLAB INC | 0.8% | Added +2.2% | 275,800 | $48.7M |
| MSFT MICROSOFT CORP | 0.8% | Added +6.0% | 412,300 | $48.6M |
| WSO WATSCO INC | 0.8% | Added +11.5% | 329,000 | $47.1M |
| SCHW SCHWAB (CHARLES) CORP | 0.8% | Held | 1,057,100 | $45.2M |
| MA MASTERCARD INC - A | 0.7% | Added +3.3% | 188,100 | $44.3M |
| TRV TRAVELERS COS INC | 0.7% | Held | 315,000 | $43.2M |
| BF/A BROWN-FORMAN CORP-CLASS A | 0.7% | Held | 843,000 | $43.1M |
| NSC NORFOLK SOUTHERN CORP | 0.7% | Held | 229,500 | $42.9M |
| AXP AMERICAN EXPRESS CO | 0.7% | Added +1.6% | 392,000 | $42.8M |
| MMM 3M CO | 0.7% | Held | 204,000 | $42.4M |
| BXUSD BLACKSTONE GROUP LP | 0.7% | Added +5.0% | 1,172,000 | $41.0M |
| CAT CATERPILLAR INC | 0.6% | Held | 278,000 | $37.7M |
| MCO MOODY'S CORP | 0.6% | Added +0.5% | 201,030 | $36.4M |
| BA BOEING CO | 0.6% | Held | 94,400 | $36.0M |
| SBUX STARBUCKS CORP | 0.6% | Added +8.6% | 461,618 | $34.3M |
| Colfax Corporation | 0.6% | Held | 1,135,070 | $33.7M |
| ITIC INVESTORS TITLE CO | 0.6% | Held | 213,300 | $33.7M |
| PGR PROGRESSIVE CORP | 0.6% | Added +8.9% | 467,000 | $33.7M |
| ITW ILLINOIS TOOL WORKS | 0.6% | Held | 230,000 | $33.0M |
| ROL ROLLINS INC | 0.6% | Added +0.8% | 791,550 | $32.9M |
| GS GOLDMAN SACHS GROUP INC | 0.5% | Added +34.1% | 168,880 | $32.4M |
| TROW T ROWE PRICE GROUP INC | 0.5% | Held | 314,000 | $31.4M |
| LYV LIVE NATION ENTERTAINMENT IN | 0.5% | Held | 488,700 | $31.1M |
| SPGI S&P GLOBAL INC | 0.5% | Held | 147,000 | $31.0M |
| HAS HASBRO INC | 0.5% | Held | 364,000 | $30.9M |
| NKE NIKE INC -CL B | 0.5% | Held | 366,000 | $30.8M |
| KKR KKR & CO INC | 0.5% | Added +4.6% | 1,298,500 | $30.5M |
| DISCKUSD DISCOVERY INC-C | 0.5% | Held | 1,171,000 | $29.8M |
| SRCLEUR STERICYCLE INC | 0.5% | Added +20.8% | 545,500 | $29.7M |
| UTXCHF RTX CORP | 0.5% | Held | 224,000 | $28.9M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.5% | Held | 116,000 | $28.8M |
| ACN ACCENTURE PLC-CL A | 0.5% | Held | 159,400 | $28.1M |
| Apollo Global Management - A | 0.5% | Added +2.3% | 990,500 | $28.0M |
| MSCI MSCI INC | 0.5% | Held | 137,000 | $27.2M |
| WHR WHIRLPOOL CORP | 0.4% | Added +139.7% | 194,749 | $25.9M |
| HEI/A HEICO CORP-CLASS A | 0.4% | Added +4.1% | 304,145 | $25.6M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.4% | Held | 474,187 | $25.0M |
| META META PLATFORMS INC-CLASS A | 0.4% | Added +4.0% | 144,080 | $24.0M |
| SMG SCOTTS MIRACLE-GRO CO | 0.4% | Added +67.4% | 298,000 | $23.4M |
| ROK ROCKWELL AUTOMATION INC | 0.4% | Held | 127,800 | $22.4M |
| CME CME GROUP INC | 0.4% | Held | 135,000 | $22.2M |
| The Carlyle Group | 0.4% | Added +4.7% | 1,144,000 | $20.9M |
| PH PARKER HANNIFIN CORP | 0.3% | Held | 118,600 | $20.4M |
| SEIC SEI INVESTMENTS COMPANY | 0.3% | Added +5.5% | 383,200 | $20.0M |
| LSXMKUSD LIBERTY MEDIA COR-SIRIUSXM C | 0.3% | Held | 522,000 | $20.0M |
| TSN TYSON FOODS INC-CL A | 0.3% | Added +26.5% | 286,000 | $19.9M |
| JPM JPMORGAN CHASE & CO | 0.3% | Added +1.7% | 186,150 | $18.8M |
| LBRDA LIBERTY BROADBAND-A | 0.3% | Held | 205,250 | $18.8M |
| CSCO CISCO SYSTEMS INC | 0.3% | Held | 342,000 | $18.5M |
| PEP PEPSICO INC | 0.3% | Held | 145,600 | $17.8M |
| CMCSA COMCAST CORP-CLASS A | 0.3% | Added +10.3% | 440,000 | $17.6M |
| 99952EUR LINDE PLC/OLD | 0.3% | Held | 94,400 | $16.6M |
| LM03 LIBERTY MEDIA COR-SIRIUSXM A | 0.3% | Held | 426,000 | $16.3M |
| 8L8C LIBERTY BROADBAND-C | 0.3% | Held | 172,113 | $15.8M |
| CVS CVS HEALTH CORP | 0.2% | Held | 275,000 | $14.8M |
| GOOGL ALPHABET INC-CL A | 0.2% | Held | 12,500 | $14.7M |
| UNP UNION PACIFIC CORP | 0.2% | Held | 85,370 | $14.3M |
| MXIM MAXIM INTEGRATED PRODUCTS | 0.2% | Held | 252,000 | $13.4M |
| SHW SHERWIN-WILLIAMS CO | 0.2% | Added +181.8% | 31,000 | $13.4M |
| DLTR DOLLAR TREE INC | 0.2% | Held | 123,000 | $12.9M |
| MCHP MICROCHIP TECHNOLOGY INC | 0.2% | Held | 151,000 | $12.5M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,000 | $12.0M |
| MHK MOHAWK INDUSTRIES INC | 0.2% | Added +131.7% | 95,000 | $12.0M |
| EA* ELECTRONIC ARTS INC | 0.2% | Added +6.6% | 112,400 | $11.4M |
| AIY ACTIVISION BLIZZARD INC | 0.2% | Added +39.9% | 248,800 | $11.3M |
| CHH CHOICE HOTELS INTL INC | 0.2% | Added +20.4% | 141,500 | $11.0M |
| LUV SOUTHWEST AIRLINES CO | 0.2% | Added +131.9% | 211,000 | $11.0M |
| CDK CDK GLOBAL INC | 0.2% | Held | 176,897 | $10.4M |
| PM PHILIP MORRIS INTERNATIONAL | 0.2% | Held | 114,500 | $10.1M |
| HXL HEXCEL CORP | 0.2% | Added +9.0% | 146,000 | $10.1M |
| VRSK VERISK ANALYTICS INC | 0.2% | Held | 74,000 | $9.8M |
| COST COSTCO WHOLESALE CORP | 0.2% | Held | 39,000 | $9.4M |
| FWONKUSD LIBERTY MEDIA CORP-LIBERTY-C | 0.2% | Held | 259,500 | $9.1M |
| NVR NVR INC | 0.2% | Added +325.3% | 3,275 | $9.1M |
| DAL DELTA AIR LINES INC | 0.2% | Added +222.2% | 174,000 | $9.0M |
| IFF INTL FLAVORS & FRAGRANCES | 0.1% | Added +4.7% | 66,500 | $8.6M |
| LM05 LIBERTY MEDIA CORP-LIBERTY-A | 0.1% | Held | 229,500 | $7.8M |
| AMT AMERICAN TOWER CORP | 0.1% | Held | 35,500 | $7.0M |
| HCSG HEALTHCARE SERVICES GROUP | 0.1% | Added +34.6% | 196,500 | $6.5M |
| Aon Corporation | 0.1% | Held | 37,000 | $6.3M |
| ALB ALBEMARLE CORP | 0.1% | Held | 73,000 | $6.0M |
| CMG CHIPOTLE MEXICAN GRILL INC | 0.1% | Held | 8,200 | $5.8M |
| VZ VERIZON COMMUNICATIONS INC | 0.1% | Held | 93,000 | $5.5M |
| CABO CABLE ONE INC | 0.1% | Held | 5,200 | $5.1M |
| LBTYAUSD LIBERTY GLOBAL PLC-A | 0.1% | Held | 179,000 | $4.5M |
| MCK MCKESSON CORP | 0.1% | Held | 37,100 | $4.3M |
| EFX EQUIFAX INC | 0.1% | Added +1320.0% | 35,500 | $4.2M |
| Sensata Technologies Holding | 0.1% | Held | 82,000 | $3.7M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.1% | Held | 5,200 | $3.6M |
| PAG PENSKE AUTOMOTIVE GROUP INC | 0.1% | Held | 72,000 | $3.2M |
| CCK CROWN HOLDINGS INC | 0.0% | Added +226.7% | 49,000 | $2.7M |
| TRU TRANSUNION | 0.0% | Added +900.0% | 40,000 | $2.7M |
| WFC WELLS FARGO & CO | 0.0% | Held | 55,000 | $2.7M |
| YUSD ALLEGHANY CORP | 0.0% | Held | 4,328 | $2.6M |
| NXPI NXP SEMICONDUCTORS NV | 0.0% | Held | 29,000 | $2.6M |
| SHAK SHAKE SHACK INC - CLASS A | 0.0% | Added +1.8% | 31,900 | $1.9M |
| WRB WR BERKLEY CORP | 0.0% | Held | 18,000 | $1.5M |
| AN AUTONATION INC | 0.0% | Added +8.7% | 32,560 | $1.2M |
| C CITIGROUP INC | 0.0% | Held | 13,570 | $844K |
| BKNG BOOKING HOLDINGS INC | 0.0% | Held | 250 | $436K |
| DHI DR HORTON INC | 0.0% | Added +9.9% | 9,957 | $412K |
| LILA LIBERTY LATIN AMERIC-CL A | 0.0% | Held | 19,720 | $381K |
| ILMN ILLUMINA INC | 0.0% | Held | 1,000 | $311K |
| SYF SYNCHRONY FINANCIAL | 0.0% | New | 8,006 | $255K |
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.