Markel Group Inc.
Tom Gayner · As of Q1 2025 · filed May 2, 2025
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 7.9% | Held | 1,114 | $889.5M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 7.2% | Held | 1,531,971 | $815.9M |
| BN BROOKFIELD CORP | 4.1% | Held | 8,715,741 | $456.8M |
| GOOG ALPHABET INC-CL C | 3.8% | Held | 2,749,860 | $429.6M |
| DE DEERE & CO | 3.7% | Added +0.3% | 877,700 | $411.9M |
| AMZN AMAZON.COM INC | 3.4% | Held | 2,030,760 | $386.4M |
| V VISA INC-CLASS A SHARES | 3.1% | Held | 999,285 | $350.2M |
| HD HOME DEPOT INC | 3.0% | Held | 920,000 | $337.2M |
| WSO WATSCO INC | 2.7% | Held | 590,500 | $300.2M |
| AAPL APPLE INC | 2.4% | Held | 1,227,290 | $272.6M |
| ADI ANALOG DEVICES INC | 2.1% | Held | 1,167,671 | $235.5M |
| PGR PROGRESSIVE CORP | 1.9% | Held | 753,750 | $213.3M |
| BLK BLACKROCK INC | 1.9% | Held | 220,200 | $208.4M |
| DIS WALT DISNEY CO | 1.8% | Held | 2,031,665 | $200.5M |
| GS GOLDMAN SACHS GROUP INC | 1.7% | Held | 359,360 | $196.3M |
| MSFT MICROSOFT CORP | 1.7% | Added +0.6% | 522,730 | $196.2M |
| RLI RLI CORP | 1.7% | Added +100.0% | 2,394,544 | $192.4M |
| MRSH MARSH & MCLENNAN COS | 1.6% | Added +1.1% | 743,500 | $181.4M |
| LPLA LPL FINANCIAL HOLDINGS INC | 1.6% | Added +1.3% | 539,104 | $176.4M |
| BX BLACKSTONE INC | 1.5% | Held | 1,229,000 | $171.8M |
| KKR KKR & CO INC | 1.5% | Held | 1,451,800 | $167.8M |
| LOW LOWE'S COS INC | 1.5% | Added +1.0% | 708,230 | $165.2M |
| META META PLATFORMS INC-CLASS A | 1.4% | Added +0.6% | 280,081 | $161.4M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 1.3% | Held | 2,150,000 | $149.3M |
| DEO DIAGEO PLC-SPONSORED ADR | 1.3% | Held | 1,366,708 | $143.2M |
| APO APOLLO GLOBAL MANAGEMENT INC | 1.2% | Held | 1,012,500 | $138.7M |
| AXP AMERICAN EXPRESS CO | 1.2% | Held | 484,250 | $130.3M |
| TXN TEXAS INSTRUMENTS INC | 1.2% | Held | 724,000 | $130.1M |
| MA MASTERCARD INC - A | 1.0% | Held | 207,540 | $113.8M |
| CAT CATERPILLAR INC | 1.0% | Added +1.0% | 328,050 | $108.2M |
| SCHW SCHWAB (CHARLES) CORP | 0.9% | Added +0.1% | 1,364,800 | $106.8M |
| GD GENERAL DYNAMICS CORP | 0.9% | Held | 391,000 | $106.6M |
| BAM BROOKFIELD ASSET MGMT-A | 0.9% | Held | 2,193,953 | $106.3M |
| JNJ JOHNSON & JOHNSON | 0.9% | Held | 610,800 | $101.3M |
| MCO MOODY'S CORP | 0.9% | Held | 213,890 | $99.6M |
| GOOGL ALPHABET INC-CL A | 0.8% | Added +0.4% | 557,000 | $86.1M |
| NVR NVR INC | 0.8% | Added +0.6% | 11,884 | $86.1M |
| LIN LINDE PLC | 0.7% | Added +7.7% | 181,000 | $84.3M |
| FNV FRANCO-NEVADA CORP | 0.7% | Added +8.7% | 525,250 | $82.8M |
| ITW ILLINOIS TOOL WORKS | 0.7% | Held | 327,500 | $81.2M |
| MSCI MSCI INC | 0.7% | Held | 142,850 | $80.8M |
| HEI/A HEICO CORP-CLASS A | 0.7% | Held | 379,644 | $80.1M |
| ROL ROLLINS INC | 0.7% | Held | 1,462,275 | $79.0M |
| SPGI S&P GLOBAL INC | 0.7% | Held | 150,690 | $76.6M |
| DG DOLLAR GENERAL CORP | 0.7% | Added +4.0% | 869,250 | $76.4M |
| ADM ARCHER-DANIELS-MIDLAND CO | 0.7% | Added +5.2% | 1,551,300 | $74.5M |
| ECL ECOLAB INC | 0.6% | Held | 274,300 | $69.5M |
| JPM JPMORGAN CHASE & CO | 0.6% | Held | 252,550 | $62.0M |
| SBUX STARBUCKS CORP | 0.5% | Added +1.1% | 623,818 | $61.2M |
| CG CARLYLE GROUP INC | 0.5% | Held | 1,327,000 | $57.8M |
| NSC NORFOLK SOUTHERN CORP | 0.5% | Held | 229,500 | $54.4M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.5% | Held | 116,720 | $53.1M |
| FDX FEDEX CORP | 0.5% | Added +3.1% | 213,000 | $51.9M |
| ODFL OLD DOMINION FREIGHT LINE | 0.5% | Added +4.2% | 313,200 | $51.8M |
| AON AON PLC-CLASS A | 0.5% | Added +2.6% | 129,450 | $51.7M |
| ITIC INVESTORS TITLE CO | 0.5% | Held | 213,300 | $51.4M |
| TSN TYSON FOODS INC-CL A | 0.5% | Held | 798,500 | $51.0M |
| ACN ACCENTURE PLC-CL A | 0.4% | Held | 159,400 | $49.7M |
| THG HANOVER INSURANCE GROUP INC/ | 0.4% | Added +4.9% | 280,000 | $48.7M |
| VRSK VERISK ANALYTICS INC | 0.4% | Held | 155,950 | $46.4M |
| MMM 3M CO | 0.4% | Held | 293,750 | $43.1M |
| ROK ROCKWELL AUTOMATION INC | 0.4% | Held | 154,900 | $40.0M |
| COST COSTCO WHOLESALE CORP | 0.3% | Held | 39,150 | $37.0M |
| CMCSA COMCAST CORP-CLASS A | 0.3% | Held | 961,880 | $35.5M |
| YUM YUM! BRANDS INC | 0.3% | Added +9.7% | 225,451 | $35.5M |
| SHW SHERWIN-WILLIAMS CO | 0.3% | Held | 94,172 | $32.9M |
| ALL ALLSTATE CORP | 0.3% | Held | 154,550 | $32.0M |
| RTX RTX CORP | 0.3% | Held | 224,000 | $29.7M |
| TROW T ROWE PRICE GROUP INC | 0.3% | Held | 314,000 | $28.8M |
| NKE NIKE INC -CL B | 0.3% | Added +3.0% | 445,400 | $28.3M |
| BF/A BROWN-FORMAN CORP-CLASS A | 0.3% | Held | 843,000 | $28.2M |
| HGTY HAGERTY INC-A | 0.2% | Held | 3,108,000 | $28.1M |
| LMT LOCKHEED MARTIN CORP | 0.2% | Added +9.0% | 61,463 | $27.5M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,000 | $23.1M |
| TMO THERMO FISHER SCIENTIFIC INC | 0.2% | Added +9.5% | 45,000 | $22.4M |
| ABNB AIRBNB INC-CLASS A | 0.2% | Added +59.4% | 183,820 | $22.0M |
| HCA HCA HEALTHCARE INC | 0.2% | Added +9.6% | 62,001 | $21.4M |
| CSCO CISCO SYSTEMS INC | 0.2% | Held | 342,000 | $21.1M |
| UNP UNION PACIFIC CORP | 0.2% | Held | 85,778 | $20.3M |
| FERG FERGUSON ENTERPRISES INC | 0.2% | Added +16.0% | 123,000 | $19.7M |
| URI UNITED RENTALS INC | 0.2% | Added +5.1% | 31,150 | $19.5M |
| APD AIR PRODUCTS & CHEMICALS INC | 0.2% | Added +0.8% | 65,000 | $19.2M |
| PM PHILIP MORRIS INTERNATIONAL | 0.2% | Held | 114,500 | $18.2M |
| EFX EQUIFAX INC | 0.2% | Held | 72,850 | $17.7M |
| CCK CROWN HOLDINGS INC | 0.2% | Held | 189,500 | $16.9M |
| RNR RENAISSANCERE HOLDINGS LTD | 0.1% | Held | 70,000 | $16.8M |
| COF CAPITAL ONE FINANCIAL CORP | 0.1% | Held | 91,000 | $16.3M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.1% | Held | 474,187 | $16.1M |
| LAMR LAMAR ADVERTISING CO-A | 0.1% | Added +10.5% | 137,000 | $15.6M |
| CHH CHOICE HOTELS INTL INC | 0.1% | Held | 115,500 | $15.3M |
| CARR CARRIER GLOBAL CORP | 0.1% | Held | 235,000 | $14.9M |
| WFC WELLS FARGO & CO | 0.1% | Held | 204,450 | $14.7M |
| UNH UNITEDHEALTH GROUP INC | 0.1% | Added +4.9% | 28,014 | $14.7M |
| PEP PEPSICO INC | 0.1% | Held | 96,210 | $14.4M |
| SPOT SPOTIFY TECHNOLOGY SA | 0.1% | Held | 25,900 | $14.2M |
| TGT TARGET CORP | 0.1% | Held | 133,000 | $13.9M |
| SEIC SEI INVESTMENTS COMPANY | 0.1% | Held | 173,200 | $13.4M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.1% | Added +10.6% | 52,000 | $12.4M |
| GPK GRAPHIC PACKAGING HOLDING CO | 0.1% | Added +8.0% | 461,225 | $12.0M |
| OTIS OTIS WORLDWIDE CORP | 0.1% | Held | 114,620 | $11.8M |
| NSP INSPERITY INC | 0.1% | Held | 131,728 | $11.8M |
| KMX CARMAX INC | 0.1% | Held | 136,500 | $10.6M |
| IQV IQVIA HOLDINGS INC | 0.1% | Held | 58,726 | $10.4M |
| HXL HEXCEL CORP | 0.1% | Held | 189,000 | $10.3M |
| BNY BANK OF NEW YORK MELLON CORP | 0.1% | Held | 121,500 | $10.2M |
| OI O-I GLASS INC | 0.1% | Added +6.1% | 874,100 | $10.0M |
| SHOP SHOPIFY INC - CLASS A | 0.1% | Held | 102,750 | $9.8M |
| HSY HERSHEY CO | 0.1% | Added +21.1% | 54,500 | $9.3M |
| SMG SCOTTS MIRACLE-GRO CO | 0.1% | Held | 168,000 | $9.2M |
| UBER UBER TECHNOLOGIES INC | 0.1% | Added +11.9% | 122,000 | $8.9M |
| SONY SONY GROUP CORP - SP ADR | 0.1% | Held | 335,000 | $8.5M |
| TRU TRANSUNION | 0.1% | Held | 101,050 | $8.4M |
| EMN EASTMAN CHEMICAL CO | 0.1% | Held | 74,950 | $6.6M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.0% | Held | 5,200 | $5.0M |
| CE CELANESE CORP | 0.0% | Held | 81,300 | $4.6M |
| WRB WR BERKLEY CORP | 0.0% | Held | 60,750 | $4.3M |
| FIX COMFORT SYSTEMS USA INC | 0.0% | Held | 13,000 | $4.2M |
| HII HUNTINGTON INGALLS INDUSTRIE | 0.0% | Added +350.0% | 18,000 | $3.7M |
| CABO CABLE ONE INC | 0.0% | Reduced −76.6% | 11,900 | $3.2M |
| WTW WILLIS TOWERS WATSON PLC | 0.0% | Held | 8,627 | $2.9M |
| BALL BALL CORP | 0.0% | Held | 51,000 | $2.7M |
| AYI ACUITY INC | 0.0% | Added +225.0% | 9,750 | $2.6M |
| MGM MGM RESORTS INTERNATIONAL | 0.0% | Added +113.8% | 85,500 | $2.5M |
| DPZ DOMINO'S PIZZA INC | 0.0% | Held | 5,500 | $2.5M |
| CME CME GROUP INC | 0.0% | Added +216.7% | 9,500 | $2.5M |
| IT GARTNER INC | 0.0% | Held | 5,700 | $2.4M |
| INTU INTUIT INC | 0.0% | Held | 2,720 | $1.7M |
| BC BRUNSWICK CORP | 0.0% | Added +96.7% | 29,500 | $1.6M |
| CSGP COSTAR GROUP INC | 0.0% | Held | 18,600 | $1.5M |
| CBOE CBOE GLOBAL MARKETS INC | 0.0% | New | 6,000 | $1.4M |
| EL ESTEE LAUDER COMPANIES-CL A | 0.0% | Held | 15,000 | $990K |
| ICE INTERCONTINENTAL EXCHANGE IN | 0.0% | Held | 5,120 | $883K |
| EXP EAGLE MATERIALS INC | 0.0% | New | 3,500 | $777K |
| BUD ANHEUSER-BUSCH INBEV-SPN ADR | 0.0% | Held | 11,000 | $677K |
| SYY SYSCO CORP | 0.0% | New | 9,000 | $675K |
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.