Markel Group Inc.
Tom Gayner · As of Q1 2022 · filed Jun 13, 2022
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 7.0% | Held | 1,114 | $589.2M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 6.4% | Held | 1,531,971 | $540.6M |
| BROOKFIELD ASSET MGMT INC | 5.8% | Held | 8,715,741 | $493.0M |
| GOOG ALPHABET INC-CL C | 4.6% | Held | 137,493 | $384.0M |
| AMZN AMAZON.COM INC | 3.8% | Added +0.6% | 99,068 | $323.0M |
| DE DEERE & CO | 3.7% | Held | 755,800 | $314.0M |
| HD HOME DEPOT INC | 3.3% | Held | 920,000 | $275.4M |
| DEO DIAGEO PLC-SPONSORED ADR | 3.3% | Held | 1,350,208 | $274.3M |
| DIS WALT DISNEY CO | 3.1% | Added +2.3% | 1,922,665 | $263.7M |
| V VISA INC-CLASS A SHARES | 2.5% | Added +0.3% | 961,105 | $213.1M |
| AAPL APPLE INC | 2.5% | Added +0.7% | 1,206,990 | $210.8M |
| ADI ANALOG DEVICES INC | 2.1% | Added +1.4% | 1,077,821 | $178.0M |
| BLKCHF BLACKROCK INC | 2.0% | Held | 220,200 | $168.3M |
| BX BLACKSTONE INC | 1.9% | Held | 1,229,000 | $156.0M |
| MSFT MICROSOFT CORP | 1.8% | Held | 479,980 | $148.0M |
| TXN TEXAS INSTRUMENTS INC | 1.6% | Held | 724,000 | $132.8M |
| RLI RLI CORP | 1.6% | Held | 1,197,272 | $132.5M |
| ADM ARCHER-DANIELS-MIDLAND CO | 1.6% | Held | 1,463,300 | $132.1M |
| WSO WATSCO INC | 1.5% | Held | 418,750 | $127.6M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 1.4% | Held | 1,075,000 | $119.4M |
| LOW LOWE'S COS INC | 1.4% | Held | 588,980 | $119.1M |
| GS GOLDMAN SACHS GROUP INC | 1.3% | Held | 343,860 | $113.5M |
| JNJ JOHNSON & JOHNSON | 1.3% | Held | 610,800 | $108.3M |
| MRSH MARSH & MCLENNAN COS | 1.3% | Added +1.5% | 618,800 | $105.5M |
| GD GENERAL DYNAMICS CORP | 1.1% | Added +0.9% | 390,500 | $94.2M |
| SCHW SCHWAB (CHARLES) CORP | 1.1% | Held | 1,095,300 | $92.3M |
| AXP AMERICAN EXPRESS CO | 1.1% | Held | 484,250 | $90.6M |
| PGR PROGRESSIVE CORP | 1.0% | Added +4.1% | 750,750 | $85.6M |
| KKR KKR & CO INC | 1.0% | Added +0.2% | 1,420,650 | $83.1M |
| MA MASTERCARD INC - A | 0.9% | Held | 207,540 | $74.2M |
| MCO MOODY'S CORP | 0.9% | Added +0.8% | 212,990 | $71.9M |
| MSCI MSCI INC | 0.8% | Added +3.4% | 141,700 | $71.3M |
| ITW ILLINOIS TOOL WORKS | 0.8% | Held | 327,500 | $68.6M |
| NSC NORFOLK SOUTHERN CORP | 0.8% | Held | 229,500 | $65.5M |
| CAT CATERPILLAR INC | 0.8% | Held | 287,500 | $64.1M |
| APO APOLLO GLOBAL MANAGEMENT INC | 0.7% | New | 1,012,500 | $62.8M |
| SPGI S&P GLOBAL INC | 0.7% | Added +0.8% | 149,790 | $61.4M |
| CG CARLYLE GROUP INC | 0.7% | Held | 1,237,000 | $60.5M |
| REGN REGENERON PHARMACEUTICALS | 0.7% | Added +1.3% | 80,300 | $56.1M |
| ECL ECOLAB INC | 0.6% | Held | 309,300 | $54.6M |
| ACN ACCENTURE PLC-CL A | 0.6% | Held | 159,400 | $53.8M |
| BF/A BROWN-FORMAN CORP-CLASS A | 0.6% | Held | 843,000 | $52.9M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.6% | Held | 116,720 | $50.7M |
| NKE NIKE INC -CL B | 0.6% | Held | 366,000 | $49.2M |
| WHR WHIRLPOOL CORP | 0.6% | Held | 282,049 | $48.7M |
| SBUX STARBUCKS CORP | 0.6% | Added +0.2% | 529,318 | $48.2M |
| TROW T ROWE PRICE GROUP INC | 0.6% | Held | 314,000 | $47.5M |
| COLFAX CORP | 0.5% | Held | 1,135,070 | $45.2M |
| ROL ROLLINS INC | 0.5% | Added +0.4% | 1,248,275 | $43.8M |
| HEI/A HEICO CORP-CLASS A | 0.5% | Held | 343,144 | $43.5M |
| ITIC INVESTORS TITLE CO | 0.5% | Held | 213,300 | $43.3M |
| GOOGL ALPHABET INC-CL A | 0.5% | Added +17.0% | 15,500 | $43.1M |
| ROK ROCKWELL AUTOMATION INC | 0.5% | Added +1.3% | 152,900 | $42.8M |
| NVR NVR INC | 0.5% | Held | 9,539 | $42.6M |
| MMM 3M CO | 0.5% | Added +6.5% | 269,750 | $40.2M |
| SRCLEUR STERICYCLE INC | 0.4% | Added +6.4% | 631,700 | $37.2M |
| AIY ACTIVISION BLIZZARD INC | 0.4% | Held | 453,600 | $36.3M |
| META META PLATFORMS INC-CLASS A | 0.4% | Added +10.6% | 163,400 | $36.3M |
| TSN TYSON FOODS INC-CL A | 0.4% | Added +2.1% | 384,500 | $34.5M |
| CVS CVS HEALTH CORP | 0.4% | Held | 332,000 | $33.6M |
| HAGERTY INC | 0.4% | Held | 3,000,000 | $32.4M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.4% | Held | 474,187 | $31.8M |
| 99952EUR LINDE PLC/OLD | 0.4% | Held | 94,400 | $30.2M |
| EFX EQUIFAX INC | 0.4% | Added +2.5% | 125,150 | $29.7M |
| CMCSA COMCAST CORP-CLASS A | 0.4% | Added +18.5% | 630,612 | $29.5M |
| JPM JPMORGAN CHASE & CO | 0.4% | Held | 216,550 | $29.5M |
| DG DOLLAR GENERAL CORP | 0.3% | Added +80.3% | 125,750 | $28.0M |
| LBRDA LIBERTY BROADBAND-A | 0.3% | Held | 205,250 | $26.9M |
| SEIC SEI INVESTMENTS COMPANY | 0.3% | Added +3.2% | 445,200 | $26.8M |
| LSXMKUSD LIBERTY MEDIA COR-SIRIUSXM C | 0.3% | Held | 522,000 | $23.9M |
| SHW SHERWIN-WILLIAMS CO | 0.3% | Held | 94,172 | $23.5M |
| UNP UNION PACIFIC CORP | 0.3% | Held | 85,778 | $23.4M |
| 8L8C LIBERTY BROADBAND-C | 0.3% | Held | 172,113 | $23.3M |
| COST COSTCO WHOLESALE CORP | 0.3% | Held | 39,150 | $22.5M |
| HCSG HEALTHCARE SERVICES GROUP | 0.3% | Added +6.4% | 1,200,500 | $22.3M |
| RTX RTX CORP | 0.3% | Held | 224,000 | $22.2M |
| AON AON PLC-CLASS A | 0.3% | Added +11.8% | 64,950 | $21.1M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,000 | $20.5M |
| LM03 LIBERTY MEDIA COR-SIRIUSXM A | 0.2% | Held | 426,000 | $19.5M |
| CSCO CISCO SYSTEMS INC | 0.2% | Held | 342,000 | $19.1M |
| BNY BANK OF NEW YORK MELLON CORP | 0.2% | Held | 357,750 | $17.8M |
| VRSK VERISK ANALYTICS INC | 0.2% | Added +3.4% | 76,500 | $16.4M |
| PEP PEPSICO INC | 0.2% | Held | 96,210 | $16.1M |
| ALL ALLSTATE CORP | 0.2% | Added +191.6% | 116,050 | $16.1M |
| CCK CROWN HOLDINGS INC | 0.2% | Held | 116,000 | $14.5M |
| FDX FEDEX CORP | 0.2% | Added +234.3% | 58,500 | $13.5M |
| AMT AMERICAN TOWER CORP | 0.2% | Held | 51,910 | $13.0M |
| TRUP TRUPANION INC | 0.1% | Held | 133,400 | $11.9M |
| HXL HEXCEL CORP | 0.1% | Held | 189,000 | $11.2M |
| CARR CARRIER GLOBAL CORP | 0.1% | Held | 235,000 | $10.8M |
| PM PHILIP MORRIS INTERNATIONAL | 0.1% | Held | 114,500 | $10.8M |
| TPL TEXAS PACIFIC LAND CORP | 0.1% | Held | 7,900 | $10.7M |
| TRU TRANSUNION | 0.1% | Added +1.6% | 96,050 | $9.9M |
| WFC WELLS FARGO & CO | 0.1% | Held | 195,450 | $9.5M |
| OTIS OTIS WORLDWIDE CORP | 0.1% | Held | 114,620 | $8.8M |
| CABO CABLE ONE INC | 0.1% | Held | 5,200 | $7.6M |
| THG HANOVER INSURANCE GROUP INC/ | 0.1% | New | 47,000 | $7.0M |
| OI O-I GLASS INC | 0.1% | Added +90.8% | 458,000 | $6.0M |
| MRVL MARVELL TECHNOLOGY INC | 0.1% | Added +8.7% | 75,000 | $5.4M |
| LMT LOCKHEED MARTIN CORP | 0.1% | Added +13.7% | 10,363 | $4.6M |
| LBTYAUSD LIBERTY GLOBAL PLC-A | 0.1% | Held | 179,000 | $4.6M |
| BALL BALL CORP | 0.0% | Held | 46,000 | $4.1M |
| YUSD ALLEGHANY CORP | 0.0% | Held | 4,328 | $3.7M |
| MTSI MACOM TECHNOLOGY SOLUTIONS H | 0.0% | Held | 59,000 | $3.5M |
| BROOKFIELD ASSET MGMT REINS | 0.0% | Held | 60,101 | $3.4M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.0% | Held | 5,200 | $3.2M |
| IFF INTL FLAVORS & FRAGRANCES | 0.0% | Held | 23,000 | $3.0M |
| WRB WR BERKLEY CORP | 0.0% | Added +50.0% | 40,500 | $2.7M |
| EA* ELECTRONIC ARTS INC | 0.0% | New | 16,900 | $2.1M |
| EMN EASTMAN CHEMICAL CO | 0.0% | Held | 17,450 | $2.0M |
| SPOT SPOTIFY TECHNOLOGY SA | 0.0% | Added +344.8% | 12,900 | $1.9M |
| SHOP SHOPIFY INC - CLASS A | 0.0% | New | 2,750 | $1.9M |
| SONY SONY GROUP CORP - SP ADR | 0.0% | New | 16,000 | $1.6M |
| HAGERTY INC | 0.0% | Held | 540,000 | $1.5M |
| INTU INTUIT INC | 0.0% | Held | 2,720 | $1.3M |
| PYPL PAYPAL HOLDINGS INC | 0.0% | New | 10,551 | $1.2M |
| CSGP COSTAR GROUP INC | 0.0% | Added +467.7% | 17,600 | $1.2M |
| TMO THERMO FISHER SCIENTIFIC INC | 0.0% | Added +550.0% | 1,950 | $1.2M |
| LAMR LAMAR ADVERTISING CO-A | 0.0% | Held | 8,500 | $988K |
| SMG SCOTTS MIRACLE-GRO CO | 0.0% | New | 6,500 | $799K |
| IT GARTNER INC | 0.0% | New | 2,500 | $744K |
| CE CELANESE CORP | 0.0% | Held | 4,800 | $686K |
| ICE INTERCONTINENTAL EXCHANGE IN | 0.0% | Held | 5,120 | $676K |
| AXTA AXALTA COATING SYSTEMS LTD | 0.0% | New | 20,626 | $507K |
| WTW WILLIS TOWERS WATSON PLC | 0.0% | New | 2,050 | $484K |
| DUCK CREEK TECHNOLOGIES INC | 0.0% | New | 9,250 | $205K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| APOEUR APOLLO ASSET MANAGEMENT INC | 1,012,500 | $73.3M |
| MHK MOHAWK INDUSTRIES INC | 221,000 | $40.3M |
| ALB ALBEMARLE CORP | 76,000 | $17.8M |
| MCHP MICROCHIP TECHNOLOGY INC | 112,000 | $9.8M |
| SHAK SHAKE SHACK INC - CLASS A | 30,600 | $2.2M |
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.