Markel Group Inc.
Tom Gayner · As of Q1 2024 · filed May 3, 2024
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 7.0% | Held | 1,114 | $706.8M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 6.4% | Held | 1,531,971 | $644.2M |
| GOOG ALPHABET INC-CL C | 4.1% | Held | 2,749,860 | $418.7M |
| AMZN AMAZON.COM INC | 3.6% | Held | 2,030,760 | $366.3M |
| BN BROOKFIELD CORP | 3.6% | Held | 8,715,741 | $364.9M |
| HD HOME DEPOT INC | 3.5% | Held | 920,000 | $352.9M |
| DE DEERE & CO | 3.3% | Added +3.3% | 823,800 | $338.4M |
| V VISA INC-CLASS A SHARES | 2.8% | Held | 999,285 | $278.9M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 2.7% | Held | 2,150,000 | $276.1M |
| DIS WALT DISNEY CO | 2.5% | Held | 2,031,665 | $248.6M |
| WSO WATSCO INC | 2.4% | Added +1.7% | 566,250 | $244.6M |
| ADI ANALOG DEVICES INC | 2.3% | Added +0.3% | 1,167,471 | $230.9M |
| MSFT MICROSOFT CORP | 2.1% | Added +0.9% | 502,830 | $211.6M |
| AAPL APPLE INC | 2.1% | Added +0.1% | 1,227,190 | $210.4M |
| DEO DIAGEO PLC-SPONSORED ADR | 2.0% | Added +0.4% | 1,360,408 | $202.3M |
| BLKCHF BLACKROCK INC | 1.8% | Held | 220,200 | $183.6M |
| RLI RLI CORP | 1.8% | Held | 1,197,272 | $177.8M |
| LOW LOWE'S COS INC | 1.7% | Added +1.0% | 663,480 | $169.0M |
| BX BLACKSTONE INC | 1.6% | Held | 1,229,000 | $161.5M |
| PGR PROGRESSIVE CORP | 1.5% | Held | 753,750 | $155.9M |
| GS GOLDMAN SACHS GROUP INC | 1.5% | Held | 359,360 | $150.1M |
| KKR KKR & CO INC | 1.4% | Held | 1,451,800 | $146.0M |
| MRSH MARSH & MCLENNAN COS | 1.4% | Added +1.4% | 694,000 | $143.0M |
| META META PLATFORMS INC-CLASS A | 1.3% | Added +1.1% | 267,681 | $130.0M |
| TXN TEXAS INSTRUMENTS INC | 1.2% | Held | 724,000 | $126.1M |
| LPLA LPL FINANCIAL HOLDINGS INC | 1.2% | Added +6.5% | 454,291 | $120.0M |
| APO APOLLO GLOBAL MANAGEMENT INC | 1.1% | Held | 1,012,500 | $113.9M |
| CAT CATERPILLAR INC | 1.1% | Added +1.5% | 307,600 | $112.7M |
| GD GENERAL DYNAMICS CORP | 1.1% | Held | 391,000 | $110.5M |
| AXP AMERICAN EXPRESS CO | 1.1% | Held | 484,250 | $110.3M |
| DG DOLLAR GENERAL CORP | 1.0% | Added +3.2% | 675,250 | $105.4M |
| MA MASTERCARD INC - A | 1.0% | Held | 207,540 | $99.9M |
| SCHW SCHWAB (CHARLES) CORP | 1.0% | Added +1.4% | 1,353,766 | $97.9M |
| JNJ JOHNSON & JOHNSON | 1.0% | Held | 610,800 | $96.6M |
| BAM BROOKFIELD ASSET MGMT-A | 0.9% | Held | 2,193,953 | $92.2M |
| NVR NVR INC | 0.9% | Added +2.0% | 11,349 | $91.9M |
| ADM ARCHER-DANIELS-MIDLAND CO | 0.9% | Held | 1,463,300 | $91.9M |
| ITW ILLINOIS TOOL WORKS | 0.9% | Held | 327,500 | $87.9M |
| MCO MOODY'S CORP | 0.8% | Held | 213,890 | $84.1M |
| GOOGL ALPHABET INC-CL A | 0.8% | Held | 555,000 | $83.8M |
| MSCI MSCI INC | 0.8% | Held | 142,850 | $80.1M |
| ROL ROLLINS INC | 0.7% | Added +1.4% | 1,426,275 | $66.0M |
| SPGI S&P GLOBAL INC | 0.6% | Held | 150,690 | $64.1M |
| ECL ECOLAB INC | 0.6% | Held | 274,300 | $63.3M |
| CG CARLYLE GROUP INC | 0.6% | Held | 1,327,000 | $62.2M |
| LIN LINDE PLC | 0.6% | Added +4.2% | 131,500 | $61.1M |
| NSC NORFOLK SOUTHERN CORP | 0.6% | Held | 229,500 | $58.5M |
| HEI/A HEICO CORP-CLASS A | 0.6% | Held | 379,644 | $58.4M |
| ACN ACCENTURE PLC-CL A | 0.5% | Held | 159,400 | $55.2M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.5% | Held | 116,720 | $53.0M |
| JPM JPMORGAN CHASE & CO | 0.5% | Held | 252,550 | $50.6M |
| SBUX STARBUCKS CORP | 0.5% | Added +1.7% | 541,318 | $49.5M |
| FDX FEDEX CORP | 0.5% | Added +7.3% | 168,000 | $48.7M |
| CMCSA COMCAST CORP-CLASS A | 0.5% | Added +1.1% | 1,072,241 | $46.5M |
| TSN TYSON FOODS INC-CL A | 0.5% | Added +11.5% | 777,500 | $45.7M |
| ROK ROCKWELL AUTOMATION INC | 0.4% | Held | 154,900 | $45.1M |
| BF/A BROWN-FORMAN CORP-CLASS A | 0.4% | Held | 843,000 | $44.6M |
| ODFL OLD DOMINION FREIGHT LINE | 0.4% | Added +114.3% | 195,000 | $42.8M |
| TROW T ROWE PRICE GROUP INC | 0.4% | Held | 314,000 | $38.3M |
| AON AON PLC-CLASS A | 0.4% | Added +4.5% | 110,050 | $36.7M |
| NKE NIKE INC -CL B | 0.3% | Added +1.9% | 375,900 | $35.3M |
| ITIC INVESTORS TITLE CO | 0.3% | Held | 213,300 | $34.8M |
| WHR WHIRLPOOL CORP | 0.3% | Held | 282,049 | $33.7M |
| SHW SHERWIN-WILLIAMS CO | 0.3% | Held | 94,172 | $32.7M |
| MMM 3M CO | 0.3% | Held | 293,750 | $31.2M |
| THG HANOVER INSURANCE GROUP INC/ | 0.3% | Added +6.1% | 227,000 | $30.9M |
| VRSK VERISK ANALYTICS INC | 0.3% | Added +5.4% | 127,200 | $30.0M |
| COST COSTCO WHOLESALE CORP | 0.3% | Held | 39,150 | $28.7M |
| HGTY HAGERTY INC-A | 0.3% | Held | 3,000,000 | $27.4M |
| ALL ALLSTATE CORP | 0.3% | Held | 154,550 | $26.7M |
| CVS CVS HEALTH CORP | 0.3% | Held | 332,000 | $26.5M |
| EFX EQUIFAX INC | 0.3% | Held | 97,850 | $26.2M |
| LMT LOCKHEED MARTIN CORP | 0.3% | Held | 56,363 | $25.6M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.2% | Held | 474,187 | $24.5M |
| TGT TARGET CORP | 0.2% | Added +9.9% | 133,000 | $23.6M |
| RTX RTX CORP | 0.2% | Held | 224,000 | $21.8M |
| UNP UNION PACIFIC CORP | 0.2% | Held | 85,778 | $21.1M |
| CABO CABLE ONE INC | 0.2% | Added +8.8% | 48,100 | $20.4M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,000 | $18.4M |
| CSCO CISCO SYSTEMS INC | 0.2% | Held | 342,000 | $17.1M |
| PEP PEPSICO INC | 0.2% | Held | 96,210 | $16.8M |
| RNR RENAISSANCERE HOLDINGS LTD | 0.2% | Added +15.7% | 70,000 | $16.5M |
| CCK CROWN HOLDINGS INC | 0.1% | Held | 189,500 | $15.0M |
| TMO THERMO FISHER SCIENTIFIC INC | 0.1% | Added +26.0% | 24,700 | $14.4M |
| IQV IQVIA HOLDINGS INC | 0.1% | Added +10.1% | 55,726 | $14.1M |
| HXL HEXCEL CORP | 0.1% | Held | 189,000 | $13.8M |
| CARR CARRIER GLOBAL CORP | 0.1% | Held | 235,000 | $13.7M |
| COF CAPITAL ONE FINANCIAL CORP | 0.1% | Held | 91,000 | $13.5M |
| CE CELANESE CORP | 0.1% | Held | 77,800 | $13.4M |
| FERG1GBX FERGUSON PLC | 0.1% | Added +49.4% | 57,500 | $12.6M |
| SMG SCOTTS MIRACLE-GRO CO | 0.1% | Added +7.7% | 168,000 | $12.5M |
| SEIC SEI INVESTMENTS COMPANY | 0.1% | Held | 173,200 | $12.5M |
| WFC WELLS FARGO & CO | 0.1% | Held | 204,450 | $11.8M |
| OTIS OTIS WORLDWIDE CORP | 0.1% | Held | 114,620 | $11.4M |
| URI UNITED RENTALS INC | 0.1% | Added +72.2% | 15,500 | $11.2M |
| KMX CARMAX INC | 0.1% | Added +11.8% | 123,500 | $10.8M |
| EA* ELECTRONIC ARTS INC | 0.1% | Held | 80,800 | $10.7M |
| CHH CHOICE HOTELS INTL INC | 0.1% | Added +37.4% | 84,500 | $10.7M |
| PM PHILIP MORRIS INTERNATIONAL | 0.1% | Held | 114,500 | $10.5M |
| AMT AMERICAN TOWER CORP | 0.1% | Held | 51,910 | $10.3M |
| LAMR LAMAR ADVERTISING CO-A | 0.1% | Added +24.2% | 77,000 | $9.2M |
| OI O-I GLASS INC | 0.1% | Added +14.9% | 539,100 | $8.9M |
| CBRL CRACKER BARREL OLD COUNTRY | 0.1% | Held | 111,000 | $8.1M |
| TRU TRANSUNION | 0.1% | Held | 101,050 | $8.1M |
| UNH UNITEDHEALTH GROUP INC | 0.1% | Added +46.4% | 16,100 | $8.0M |
| SHOP SHOPIFY INC - CLASS A | 0.1% | Held | 102,750 | $7.9M |
| EMN EASTMAN CHEMICAL CO | 0.1% | Held | 74,950 | $7.5M |
| HCA HCA HEALTHCARE INC | 0.1% | Added +51.6% | 21,432 | $7.1M |
| GPK GRAPHIC PACKAGING HOLDING CO | 0.1% | Added +98.0% | 240,824 | $7.0M |
| BNY BANK OF NEW YORK MELLON CORP | 0.1% | Held | 121,500 | $7.0M |
| SPOT SPOTIFY TECHNOLOGY SA | 0.1% | Held | 25,900 | $6.8M |
| SONY SONY GROUP CORP - SP ADR | 0.1% | Held | 67,000 | $5.7M |
| UBER UBER TECHNOLOGIES INC | 0.0% | Added +28.9% | 58,000 | $4.5M |
| FIX COMFORT SYSTEMS USA INC | 0.0% | Added +1200.0% | 13,000 | $4.1M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.0% | Held | 5,200 | $4.0M |
| APD AIR PRODUCTS & CHEMICALS INC | 0.0% | New | 15,000 | $3.6M |
| WRB WR BERKLEY CORP | 0.0% | Held | 40,500 | $3.6M |
| BALL BALL CORP | 0.0% | Held | 51,000 | $3.4M |
| IT GARTNER INC | 0.0% | Held | 5,700 | $2.7M |
| BROOKFIELD REINS LTD | 0.0% | Held | 60,101 | $2.5M |
| WTW WILLIS TOWERS WATSON PLC | 0.0% | Held | 8,627 | $2.4M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.0% | New | 9,000 | $2.3M |
| YUM YUM! BRANDS INC | 0.0% | New | 16,152 | $2.2M |
| SRCLEUR STERICYCLE INC | 0.0% | Reduced −94.3% | 38,000 | $2.0M |
| NSP INSPERITY INC | 0.0% | New | 16,876 | $1.8M |
| HSY HERSHEY CO | 0.0% | New | 9,500 | $1.8M |
| CSGP COSTAR GROUP INC | 0.0% | Held | 18,600 | $1.8M |
| INTU INTUIT INC | 0.0% | Held | 2,720 | $1.8M |
| DNB DUN & BRADSTREET HOLDINGS IN | 0.0% | Held | 115,000 | $1.2M |
| HAGERTY INC | 0.0% | Held | 540,000 | $1.1M |
| ICE INTERCONTINENTAL EXCHANGE IN | 0.0% | Held | 5,120 | $704K |
| BUD ANHEUSER-BUSCH INBEV-SPN ADR | 0.0% | Held | 11,000 | $669K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| IFF INTL FLAVORS & FRAGRANCES | 23,000 | $1.9M |
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.