Markel Group Inc.
Tom Gayner · As of Q1 2021 · filed Apr 30, 2021
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 5.9% | Held | 1,114 | $429.7M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 5.4% | Held | 1,531,971 | $391.4M |
| BROOKFIELD ASSET MGM | 5.4% | Added +0.0% | 8,708,941 | $387.5M |
| DIS WALT DISNEY CO | 4.8% | Added +0.0% | 1,863,945 | $343.9M |
| AMZN AMAZON.COM INC | 4.2% | Held | 98,442 | $304.6M |
| GOOG ALPHABET INC-CL C | 3.9% | Held | 137,493 | $284.4M |
| DE DEERE & CO | 3.9% | Held | 755,800 | $282.8M |
| HD HOME DEPOT INC | 3.9% | Held | 920,000 | $280.8M |
| DEO DIAGEO PLC-SPONSORED ADR | 3.1% | Added +0.0% | 1,350,208 | $221.7M |
| V VISA INC-CLASS A SHARES | 2.8% | Added +0.1% | 957,680 | $202.8M |
| BLKCHF BLACKROCK INC | 2.3% | Held | 220,200 | $166.0M |
| AAPL APPLE INC | 2.0% | Held | 1,198,540 | $146.4M |
| ADI ANALOG DEVICES INC | 1.9% | Held | 885,811 | $137.4M |
| TXN TEXAS INSTRUMENTS INC | 1.9% | Held | 724,000 | $136.8M |
| RLI RLI CORP | 1.8% | Held | 1,197,272 | $133.6M |
| MSFT MICROSOFT CORP | 1.6% | Added +0.1% | 479,300 | $113.0M |
| GS GOLDMAN SACHS GROUP INC | 1.6% | Added +0.0% | 343,660 | $112.4M |
| LOW LOWE'S COS INC | 1.5% | Added +0.0% | 588,680 | $112.0M |
| WSO WATSCO INC | 1.5% | Added +1.1% | 403,500 | $105.2M |
| JNJ JOHNSON & JOHNSON | 1.4% | Held | 610,800 | $100.4M |
| BX BLACKSTONE INC | 1.3% | Held | 1,229,000 | $91.6M |
| ADM ARCHER-DANIELS-MIDLAND CO | 1.2% | Reduced −1.0% | 1,463,300 | $83.4M |
| MRSH MARSH & MCLENNAN COS | 1.0% | Held | 609,500 | $74.2M |
| MA MASTERCARD INC - A | 1.0% | Added +0.0% | 207,440 | $73.9M |
| ITW ILLINOIS TOOL WORKS | 1.0% | Held | 327,500 | $72.5M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 1.0% | Held | 1,075,000 | $72.5M |
| SCHW SCHWAB (CHARLES) CORP | 1.0% | Held | 1,095,300 | $71.4M |
| GD GENERAL DYNAMICS CORP | 1.0% | Held | 387,000 | $70.3M |
| AXP AMERICAN EXPRESS CO | 0.9% | Added +0.0% | 484,150 | $68.5M |
| KKR KKR & CO INC | 0.9% | Added +0.9% | 1,399,400 | $68.4M |
| CAT CATERPILLAR INC | 0.9% | Held | 287,500 | $66.7M |
| ECL ECOLAB INC | 0.9% | Held | 309,300 | $66.2M |
| PGR PROGRESSIVE CORP | 0.9% | Added +2.3% | 692,100 | $66.2M |
| MCO MOODY'S CORP | 0.9% | Added +0.1% | 211,240 | $63.1M |
| NSC NORFOLK SOUTHERN CORP | 0.9% | Held | 229,500 | $61.6M |
| WHR WHIRLPOOL CORP | 0.8% | Added +1.0% | 274,049 | $60.4M |
| SBUX STARBUCKS CORP | 0.8% | Held | 527,818 | $57.7M |
| MSCI MSCI INC | 0.8% | Held | 137,000 | $57.4M |
| TROW T ROWE PRICE GROUP INC | 0.7% | Held | 314,000 | $53.9M |
| BF/A BROWN-FORMAN CORP-CLASS A | 0.7% | Held | 843,000 | $53.7M |
| SPGI S&P GLOBAL INC | 0.7% | Added +0.7% | 148,240 | $52.3M |
| COLFAX CORP | 0.7% | Held | 1,135,070 | $49.7M |
| NKE NIKE INC -CL B | 0.7% | Held | 366,000 | $48.6M |
| APOEUR APOLLO ASSET MANAGEMENT INC | 0.7% | Held | 1,012,500 | $47.6M |
| MMM 3M CO | 0.6% | Added +1.7% | 238,100 | $45.9M |
| CG CARLYLE GROUP INC | 0.6% | Held | 1,222,000 | $44.9M |
| NVR NVR INC | 0.6% | Added +0.1% | 9,531 | $44.9M |
| ACN ACCENTURE PLC-CL A | 0.6% | Held | 159,400 | $44.0M |
| META META PLATFORMS INC-CLASS A | 0.6% | Added +0.9% | 146,643 | $43.2M |
| ROL ROLLINS INC | 0.6% | Held | 1,243,275 | $42.8M |
| MHK MOHAWK INDUSTRIES INC | 0.6% | Held | 221,000 | $42.5M |
| SRCLEUR STERICYCLE INC | 0.6% | Held | 593,700 | $40.1M |
| HEI/A HEICO CORP-CLASS A | 0.5% | Held | 343,144 | $39.0M |
| ROK ROCKWELL AUTOMATION INC | 0.5% | Held | 142,100 | $37.7M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.5% | Held | 116,720 | $36.0M |
| ITIC INVESTORS TITLE CO | 0.5% | Held | 213,300 | $35.4M |
| JPM JPMORGAN CHASE & CO | 0.5% | Held | 216,550 | $33.0M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.5% | Held | 474,187 | $32.7M |
| LBRDA LIBERTY BROADBAND-A | 0.4% | Held | 205,250 | $29.8M |
| CMCSA COMCAST CORP-CLASS A | 0.4% | Added +0.7% | 525,740 | $28.4M |
| TSN TYSON FOODS INC-CL A | 0.4% | Added +0.7% | 376,500 | $28.0M |
| AIY ACTIVISION BLIZZARD INC | 0.4% | Held | 285,100 | $26.5M |
| 99952EUR LINDE PLC/OLD | 0.4% | Held | 94,400 | $26.4M |
| SEIC SEI INVESTMENTS COMPANY | 0.4% | Added +0.2% | 427,200 | $26.0M |
| 8L8C LIBERTY BROADBAND-C | 0.4% | Held | 172,113 | $25.8M |
| GOOGL ALPHABET INC-CL A | 0.4% | Held | 12,500 | $25.8M |
| CVS CVS HEALTH CORP | 0.3% | Held | 332,000 | $25.0M |
| SHW SHERWIN-WILLIAMS CO | 0.3% | Added +0.6% | 31,264 | $23.1M |
| LSXMKUSD LIBERTY MEDIA COR-SIRIUSXM C | 0.3% | Held | 522,000 | $23.0M |
| MXIM MAXIM INTEGRATED PRODUCTS | 0.3% | Held | 252,000 | $23.0M |
| EFX EQUIFAX INC | 0.3% | Added +7.1% | 122,100 | $22.1M |
| HCSG HEALTHCARE SERVICES GROUP | 0.3% | Held | 782,500 | $21.9M |
| IFF INTL FLAVORS & FRAGRANCES | 0.3% | Added +6.8% | 156,000 | $21.8M |
| REGN REGENERON PHARMACEUTICALS | 0.3% | New | 45,500 | $21.5M |
| UNP UNION PACIFIC CORP | 0.3% | Added +0.1% | 85,778 | $18.9M |
| LM03 LIBERTY MEDIA COR-SIRIUSXM A | 0.3% | Held | 426,000 | $18.8M |
| CSCO CISCO SYSTEMS INC | 0.2% | Held | 342,000 | $17.7M |
| RTX RTX CORP | 0.2% | Held | 224,000 | $17.3M |
| EA* ELECTRONIC ARTS INC | 0.2% | Held | 126,100 | $17.1M |
| BNY BANK OF NEW YORK MELLON CORP | 0.2% | Added +0.3% | 357,750 | $16.9M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,000 | $14.7M |
| COST COSTCO WHOLESALE CORP | 0.2% | Held | 39,150 | $13.8M |
| PEP PEPSICO INC | 0.2% | Held | 96,210 | $13.6M |
| VRSK VERISK ANALYTICS INC | 0.2% | Held | 74,000 | $13.1M |
| AMT AMERICAN TOWER CORP | 0.2% | Added +1.1% | 51,730 | $12.4M |
| CCK CROWN HOLDINGS INC | 0.2% | Held | 116,000 | $11.3M |
| ALB ALBEMARLE CORP | 0.2% | Held | 76,000 | $11.1M |
| HXL HEXCEL CORP | 0.1% | Held | 189,000 | $10.6M |
| PM PHILIP MORRIS INTERNATIONAL | 0.1% | Held | 114,500 | $10.2M |
| TRUP TRUPANION INC | 0.1% | Held | 133,300 | $10.2M |
| AON AON PLC-CLASS A | 0.1% | Added +12.2% | 41,500 | $9.6M |
| CABO CABLE ONE INC | 0.1% | Held | 5,200 | $9.5M |
| CARR CARRIER GLOBAL CORP | 0.1% | Held | 224,000 | $9.5M |
| MCHP MICROCHIP TECHNOLOGY INC | 0.1% | Reduced −65.6% | 56,000 | $8.7M |
| TRU TRANSUNION | 0.1% | Held | 94,500 | $8.5M |
| OTIS OTIS WORLDWIDE CORP | 0.1% | Added +0.7% | 113,860 | $7.8M |
| WFC WELLS FARGO & CO | 0.1% | Held | 195,450 | $7.6M |
| LBTYAUSD LIBERTY GLOBAL PLC-A | 0.1% | Held | 179,000 | $4.6M |
| BALL BALL CORP | 0.1% | Held | 46,000 | $3.9M |
| SHAK SHAKE SHACK INC - CLASS A | 0.0% | Held | 30,600 | $3.5M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.0% | Held | 5,200 | $2.9M |
| YUSD ALLEGHANY CORP | 0.0% | Held | 4,328 | $2.7M |
| WRB WR BERKLEY CORP | 0.0% | Held | 27,000 | $2.0M |
| OI O-I GLASS INC | 0.0% | Reduced −74.7% | 120,000 | $1.8M |
| ILMN ILLUMINA INC | 0.0% | Held | 4,000 | $1.5M |
| C CITIGROUP INC | 0.0% | Held | 20,620 | $1.5M |
| DHI DR HORTON INC | 0.0% | Held | 13,999 | $1.2M |
| LEN/B LENNAR CORP - B SHS | 0.0% | Held | 13,000 | $1.1M |
| EMN EASTMAN CHEMICAL CO | 0.0% | Added +50.0% | 9,000 | $991K |
| LAMR LAMAR ADVERTISING CO-A | 0.0% | Held | 8,500 | $798K |
| TWTR TWITTER INC | 0.0% | Held | 8,500 | $541K |
| MTCH MATCH GROUP INC | 0.0% | Held | 3,560 | $489K |
| LMT LOCKHEED MARTIN CORP | 0.0% | New | 1,293 | $478K |
| PYPL PAYPAL HOLDINGS INC | 0.0% | Held | 1,830 | $444K |
| IAC INTERACTIVECORP | 0.0% | Held | 1,954 | $423K |
| CE CELANESE CORP | 0.0% | New | 2,400 | $360K |
| ICE INTERCONTINENTAL EXCHANGE IN | 0.0% | New | 2,320 | $259K |
| ALL ALLSTATE CORP | 0.0% | Held | 2,000 | $230K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| GWRE GUIDEWIRE SOFTWARE INC | 13,000 | $1.7M |
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.