Markel Group Inc.
Tom Gayner · As of Q2 2015 · filed Aug 14, 2015
| KMX CARMAX INC | 8.1% | Held | 4,913,070 | $325.3M |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 5.5% | Held | 1,078 | $220.8M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 5.1% | Held | 1,511,607 | $205.7M |
| WBA* WALGREENS BOOTS ALLIANCE INC | 4.5% | Held | 2,135,000 | $180.3M |
| DIS WALT DISNEY CO | 4.4% | Added +0.7% | 1,552,500 | $177.2M |
| Brookfield Asset Management | 4.4% | Added +50.6% | 5,000,821 | $174.7M |
| DEO DIAGEO PLC-SPONSORED ADR | 3.6% | Added +0.2% | 1,251,000 | $145.2M |
| MAR MARRIOTT INTERNATIONAL -CL A | 2.6% | Added +1.1% | 1,383,869 | $102.9M |
| HD HOME DEPOT INC | 2.6% | Held | 920,000 | $102.2M |
| DE DEERE & CO | 2.4% | Added +8.7% | 985,000 | $95.6M |
| UNH UNITEDHEALTH GROUP INC | 2.0% | Held | 663,000 | $80.9M |
| General Electric | 2.0% | Held | 2,963,000 | $78.7M |
| WMT WALMART INC | 1.9% | Held | 1,098,000 | $77.9M |
| EXMOC EXXON MOBIL CORP | 1.8% | Added +2.2% | 887,800 | $73.9M |
| UPS UNITED PARCEL SERVICE-CL B | 1.8% | Added +1.5% | 755,500 | $73.2M |
| FHI FEDERATED HERMES INC | 1.8% | Held | 2,134,000 | $71.5M |
| ADM ARCHER-DANIELS-MIDLAND CO | 1.7% | Held | 1,376,000 | $66.4M |
| Unilever PLC ADR | 1.6% | Added +0.8% | 1,472,000 | $63.2M |
| RLI RLI CORP | 1.5% | Held | 1,197,272 | $61.5M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 1.5% | Held | 1,075,000 | $58.9M |
| WPC WP CAREY INC | 1.4% | Held | 950,200 | $56.0M |
| JNJ JOHNSON & JOHNSON | 1.4% | Held | 574,200 | $56.0M |
| V VISA INC-CLASS A SHARES | 1.4% | Added +1.4% | 819,000 | $55.0M |
| GD GENERAL DYNAMICS CORP | 1.4% | Held | 387,000 | $54.8M |
| SLB SLB LTD | 1.3% | Added +14.1% | 622,000 | $53.6M |
| BUD ANHEUSER-BUSCH INBEV-SPN ADR | 1.3% | Held | 425,000 | $51.3M |
| Colfax Corporation | 1.3% | Held | 1,085,070 | $50.1M |
| BLKCHF BLACKROCK INC | 1.2% | Added +8.5% | 140,000 | $48.4M |
| BF/A BROWN-FORMAN CORP-CLASS A | 1.2% | Held | 421,500 | $47.0M |
| ADP AUTOMATIC DATA PROCESSING | 1.1% | Held | 530,700 | $42.6M |
| ELV ELEVANCE HEALTH INC | 0.9% | Held | 224,000 | $36.8M |
| LOW LOWE'S COS INC | 0.9% | Held | 540,000 | $36.2M |
| SCHW SCHWAB (CHARLES) CORP | 0.9% | Held | 1,057,000 | $34.5M |
| CPRT COPART INC | 0.8% | Added +6.2% | 946,000 | $33.6M |
| MMM 3M CO | 0.8% | Held | 204,000 | $31.5M |
| INTC INTEL CORP | 0.8% | Held | 991,000 | $30.1M |
| MCO MOODY'S CORP | 0.7% | Added +4.1% | 278,000 | $30.0M |
| Chubb Corp | 0.7% | Added +12.9% | 314,000 | $29.9M |
| NOVEUR NATIONAL OILWELL VARCO INC | 0.7% | Added +6.1% | 610,000 | $29.5M |
| AXP AMERICAN EXPRESS CO | 0.7% | Added +1.7% | 367,000 | $28.5M |
| HAS HASBRO INC | 0.7% | Added +1.7% | 364,000 | $27.2M |
| TRV TRAVELERS COS INC | 0.7% | Added +4.2% | 270,000 | $26.1M |
| CVS CVS HEALTH CORP | 0.6% | Added +0.8% | 247,000 | $25.9M |
| MRSH MARSH & MCLENNAN COS | 0.6% | Added +13.7% | 456,000 | $25.9M |
| ORCL ORACLE CORP | 0.6% | Held | 638,000 | $25.7M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.6% | Added +7.8% | 152,000 | $24.7M |
| ITW ILLINOIS TOOL WORKS | 0.5% | Held | 230,000 | $21.1M |
| CAT CATERPILLAR INC | 0.5% | Held | 241,000 | $20.4M |
| Monsanto Co | 0.5% | Added +24.0% | 191,000 | $20.4M |
| TROW T ROWE PRICE GROUP INC | 0.5% | Added +1.6% | 254,000 | $19.7M |
| BXUSD BLACKSTONE GROUP LP | 0.5% | Added +5.0% | 461,000 | $18.8M |
| Liberty Media Corp Class C | 0.5% | Held | 516,000 | $18.5M |
| NKE NIKE INC -CL B | 0.4% | Held | 160,000 | $17.3M |
| OAK OAKTREE CAPITAL GROUP LLC | 0.4% | Added +30.1% | 324,500 | $17.3M |
| MCD MCDONALD'S CORP | 0.4% | Held | 181,000 | $17.2M |
| ECL ECOLAB INC | 0.4% | Added +8.7% | 137,000 | $15.5M |
| ITIC INVESTORS TITLE CO | 0.4% | Held | 213,300 | $15.1M |
| Liberty Media | 0.4% | Added +7.4% | 408,000 | $14.7M |
| McGraw Hill Financial | 0.3% | Added +8.9% | 135,000 | $13.6M |
| ACN ACCENTURE PLC-CL A | 0.3% | Held | 135,000 | $13.1M |
| MAT MATTEL INC | 0.3% | Added +16.8% | 493,000 | $12.7M |
| PEP PEPSICO INC | 0.3% | Held | 134,300 | $12.5M |
| CLBUSD CORE LABORATORIES N.V. | 0.3% | Added +6.9% | 109,000 | $12.4M |
| AANUSD AARON'S INC | 0.3% | Added +7.6% | 324,000 | $11.7M |
| SEIC SEI INVESTMENTS COMPANY | 0.3% | Held | 237,000 | $11.6M |
| WSO WATSCO INC | 0.3% | Added +60.3% | 93,000 | $11.5M |
| KKR & Co LLC | 0.3% | Added +6.4% | 498,000 | $11.4M |
| MA MASTERCARD INC - A | 0.3% | Added +10.4% | 117,000 | $10.9M |
| ACNT ASCENT INDUSTRIES CO | 0.3% | Held | 785,343 | $10.8M |
| CME CME GROUP INC | 0.3% | Added +12.9% | 114,000 | $10.6M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.3% | Held | 105,375 | $10.6M |
| The Carlyle Group | 0.3% | Added +6.8% | 375,000 | $10.6M |
| PG PROCTER & GAMBLE CO | 0.2% | Held | 127,000 | $9.9M |
| CDK CDK GLOBAL INC | 0.2% | Held | 176,897 | $9.5M |
| HAL HALLIBURTON CO | 0.2% | Added +41.3% | 219,000 | $9.4M |
| PM PHILIP MORRIS INTERNATIONAL | 0.2% | Held | 114,500 | $9.2M |
| CRREUR CARBO CERAMICS INC | 0.2% | Added +7.5% | 215,000 | $8.9M |
| 8L8C LIBERTY BROADBAND-C | 0.2% | Held | 172,113 | $8.8M |
| EMR EMERSON ELECTRIC CO | 0.2% | Held | 158,000 | $8.8M |
| NSC NORFOLK SOUTHERN CORP | 0.2% | Added +6.5% | 98,000 | $8.6M |
| PDCOEUR PATTERSON COS INC | 0.2% | Added +7.7% | 167,000 | $8.1M |
| Apollo Global Management - A | 0.2% | Added +8.0% | 363,000 | $8.0M |
| MSCI MSCI INC | 0.2% | Added +9.6% | 125,000 | $7.7M |
| DISCKUSD DISCOVERY INC-C | 0.2% | Added +156.7% | 231,000 | $7.2M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,000 | $7.0M |
| ROL ROLLINS INC | 0.2% | Added +15.9% | 240,000 | $6.8M |
| Google Class A | 0.2% | Held | 12,500 | $6.8M |
| UPBD UPBOUND GROUP INC | 0.2% | Added +9.8% | 236,000 | $6.7M |
| Google Class C | 0.2% | Added +0.2% | 12,531 | $6.5M |
| UTXCHF RTX CORP | 0.1% | Held | 53,000 | $5.9M |
| JPM JPMORGAN CHASE & CO | 0.1% | New | 85,000 | $5.8M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.1% | Held | 5,200 | $5.6M |
| LBTYAUSD LIBERTY GLOBAL PLC-A | 0.1% | Added +38.9% | 100,000 | $5.4M |
| COST COSTCO WHOLESALE CORP | 0.1% | Held | 39,000 | $5.3M |
| LBRDA LIBERTY BROADBAND-A | 0.1% | Held | 80,250 | $4.1M |
| WAIREUR WESCO AIRCRAFT HOLDINGS INC | 0.1% | Added +53.1% | 245,000 | $3.7M |
| RBAGBP RITCHIE BROS AUCTIONEERS | 0.1% | Added +11.5% | 107,000 | $3.0M |
| HOG HARLEY-DAVIDSON INC | 0.1% | New | 45,000 | $2.5M |
| DNOW DNOW INC | 0.1% | Added +26.7% | 118,500 | $2.4M |
| VRSK VERISK ANALYTICS INC | 0.1% | Added +255.6% | 32,000 | $2.3M |
| ROK ROCKWELL AUTOMATION INC | 0.1% | New | 18,000 | $2.2M |
| ROST ROSS STORES INC | 0.1% | Added +100.0% | 46,000 | $2.2M |
| YUSD ALLEGHANY CORP | 0.1% | Held | 4,328 | $2.0M |
| Coach Inc | 0.0% | Added +172.2% | 49,000 | $1.7M |
| DAR DARLING INGREDIENTS INC | 0.0% | New | 65,000 | $953K |
| CULP CULP INC | 0.0% | Held | 30,227 | $937K |
| PH PARKER HANNIFIN CORP | 0.0% | New | 8,000 | $931K |
| AAPL APPLE INC | 0.0% | New | 6,000 | $753K |
| AMT AMERICAN TOWER CORP | 0.0% | New | 8,000 | $746K |
| Starz Liberty Capital | 0.0% | Held | 12,000 | $537K |
| Aon Corporation | 0.0% | New | 4,000 | $399K |
| RUSHA RUSH ENTERPRISES INC-CL A | 0.0% | Added +66.7% | 15,000 | $393K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| MSFT MICROSOFT CORP | 318,000 | $12.9M |
| CSCO CISCO SYSTEMS INC | 23,000 | $633K |
| LGIH LGI HOMES INC | 17,000 | $283K |
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.