Markel Group Inc.
Tom Gayner · As of Q2 2019 · filed Aug 2, 2019
| KMX CARMAX INC | 6.6% | Held | 4,913,070 | $426.6M |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 5.4% | Held | 1,096 | $348.9M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 5.0% | Added +0.1% | 1,522,987 | $324.7M |
| Brookfield Asset Management | 4.2% | Added +0.5% | 5,764,341 | $275.4M |
| DIS WALT DISNEY CO | 3.9% | Added +0.9% | 1,823,000 | $254.6M |
| DEO DIAGEO PLC-SPONSORED ADR | 3.6% | Held | 1,349,800 | $232.6M |
| MAR MARRIOTT INTERNATIONAL -CL A | 3.4% | Added +1.4% | 1,559,269 | $218.8M |
| HD HOME DEPOT INC | 2.9% | Held | 920,000 | $191.3M |
| AMZN AMAZON.COM INC | 2.8% | Added +1.6% | 94,707 | $179.3M |
| DE DEERE & CO | 2.6% | Held | 1,005,900 | $166.7M |
| V VISA INC-CLASS A SHARES | 2.5% | Added +0.7% | 938,300 | $162.8M |
| UNH UNITEDHEALTH GROUP INC | 2.2% | Held | 599,000 | $146.2M |
| GOOG ALPHABET INC-CL C | 2.1% | Added +4.1% | 129,023 | $139.5M |
| WBA* WALGREENS BOOTS ALLIANCE INC | 1.8% | Held | 2,148,000 | $117.4M |
| RLI RLI CORP | 1.6% | Held | 1,197,272 | $102.6M |
| BLKCHF BLACKROCK INC | 1.5% | Added +3.0% | 212,800 | $99.9M |
| Unilever PLC ADR | 1.5% | Held | 1,527,600 | $94.7M |
| ADI ANALOG DEVICES INC | 1.4% | Added +7.7% | 812,811 | $91.7M |
| ADP AUTOMATIC DATA PROCESSING | 1.3% | Held | 530,700 | $87.7M |
| JNJ JOHNSON & JOHNSON | 1.3% | Held | 610,800 | $85.1M |
| TXN TEXAS INSTRUMENTS INC | 1.2% | Added +2.9% | 677,000 | $77.7M |
| GD GENERAL DYNAMICS CORP | 1.1% | Held | 387,000 | $70.4M |
| ELV ELEVANCE HEALTH INC | 1.0% | Held | 224,000 | $63.2M |
| GS GOLDMAN SACHS GROUP INC | 0.9% | Added +76.2% | 297,600 | $60.9M |
| MRSH MARSH & MCLENNAN COS | 0.9% | Held | 609,500 | $60.8M |
| MSFT MICROSOFT CORP | 0.9% | Added +8.3% | 446,400 | $59.8M |
| ADM ARCHER-DANIELS-MIDLAND CO | 0.9% | Held | 1,463,300 | $59.7M |
| WSO WATSCO INC | 0.9% | Added +8.2% | 356,000 | $58.2M |
| LOW LOWE'S COS INC | 0.9% | Held | 570,000 | $57.5M |
| AAPL APPLE INC | 0.9% | Added +7.3% | 290,485 | $57.5M |
| ECL ECOLAB INC | 0.9% | Added +2.9% | 283,800 | $56.0M |
| AXP AMERICAN EXPRESS CO | 0.9% | Added +15.1% | 451,000 | $55.7M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 0.8% | Held | 1,075,000 | $54.9M |
| BXUSD BLACKSTONE GROUP LP | 0.8% | Added +2.9% | 1,206,000 | $53.6M |
| MA MASTERCARD INC - A | 0.8% | Added +3.5% | 194,600 | $51.5M |
| TRV TRAVELERS COS INC | 0.7% | Held | 315,000 | $47.1M |
| BF/A BROWN-FORMAN CORP-CLASS A | 0.7% | Held | 843,000 | $46.4M |
| NSC NORFOLK SOUTHERN CORP | 0.7% | Held | 229,500 | $45.7M |
| PGR PROGRESSIVE CORP | 0.7% | Added +15.2% | 538,000 | $43.0M |
| SCHW SCHWAB (CHARLES) CORP | 0.7% | Reduced −0.0% | 1,057,000 | $42.5M |
| SBUX STARBUCKS CORP | 0.6% | Added +6.2% | 490,418 | $41.1M |
| MCO MOODY'S CORP | 0.6% | Added +0.0% | 201,080 | $39.3M |
| HAS HASBRO INC | 0.6% | Held | 364,000 | $38.5M |
| CAT CATERPILLAR INC | 0.6% | Held | 278,000 | $37.9M |
| ITW ILLINOIS TOOL WORKS | 0.6% | Added +9.1% | 251,000 | $37.9M |
| SMG SCOTTS MIRACLE-GRO CO | 0.6% | Added +26.8% | 378,000 | $37.2M |
| MMM 3M CO | 0.6% | Added +2.0% | 208,000 | $36.1M |
| ITIC INVESTORS TITLE CO | 0.5% | Held | 213,300 | $35.6M |
| Apollo Global Management - A | 0.5% | Added +2.2% | 1,012,500 | $34.7M |
| TROW T ROWE PRICE GROUP INC | 0.5% | Held | 314,000 | $34.4M |
| BA BOEING CO | 0.5% | Held | 94,400 | $34.4M |
| WHR WHIRLPOOL CORP | 0.5% | Added +21.9% | 237,319 | $33.8M |
| HEI/A HEICO CORP-CLASS A | 0.5% | Added +7.2% | 326,145 | $33.7M |
| KKR KKR & CO INC | 0.5% | Added +2.1% | 1,326,000 | $33.5M |
| SPGI S&P GLOBAL INC | 0.5% | Held | 147,000 | $33.5M |
| DISCKUSD DISCOVERY INC-C | 0.5% | Added +0.4% | 1,176,000 | $33.5M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.5% | Added +0.2% | 116,220 | $33.3M |
| MSCI MSCI INC | 0.5% | Held | 137,000 | $32.7M |
| LYV LIVE NATION ENTERTAINMENT IN | 0.5% | Held | 488,700 | $32.4M |
| Colfax Corporation | 0.5% | Held | 1,135,070 | $31.8M |
| NKE NIKE INC -CL B | 0.5% | Held | 366,000 | $30.7M |
| ACN ACCENTURE PLC-CL A | 0.5% | Held | 159,400 | $29.5M |
| UTXCHF RTX CORP | 0.4% | Held | 224,000 | $29.2M |
| ROL ROLLINS INC | 0.4% | Added +0.8% | 798,050 | $28.6M |
| META META PLATFORMS INC-CLASS A | 0.4% | Reduced −1.8% | 141,530 | $27.3M |
| SRCLEUR STERICYCLE INC | 0.4% | Added +4.4% | 569,500 | $27.2M |
| The Carlyle Group | 0.4% | Added +2.9% | 1,177,000 | $26.6M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.4% | Held | 474,187 | $26.3M |
| CME CME GROUP INC | 0.4% | Held | 135,000 | $26.2M |
| TSN TYSON FOODS INC-CL A | 0.4% | Added +8.7% | 311,000 | $25.1M |
| CMCSA COMCAST CORP-CLASS A | 0.3% | Added +16.4% | 512,000 | $21.6M |
| SEIC SEI INVESTMENTS COMPANY | 0.3% | Held | 383,200 | $21.5M |
| LBRDA LIBERTY BROADBAND-A | 0.3% | Held | 205,250 | $21.1M |
| JPM JPMORGAN CHASE & CO | 0.3% | Added +1.3% | 188,550 | $21.1M |
| ROK ROCKWELL AUTOMATION INC | 0.3% | Held | 127,800 | $20.9M |
| MHK MOHAWK INDUSTRIES INC | 0.3% | Added +44.2% | 137,000 | $20.2M |
| PH PARKER HANNIFIN CORP | 0.3% | Held | 118,600 | $20.2M |
| LSXMKUSD LIBERTY MEDIA COR-SIRIUSXM C | 0.3% | Held | 522,000 | $19.8M |
| PEP PEPSICO INC | 0.3% | Held | 145,600 | $19.1M |
| 99952EUR LINDE PLC/OLD | 0.3% | Held | 94,400 | $19.0M |
| NVR NVR INC | 0.3% | Added +71.1% | 5,605 | $18.9M |
| CSCO CISCO SYSTEMS INC | 0.3% | Held | 342,000 | $18.7M |
| LUV SOUTHWEST AIRLINES CO | 0.3% | Added +68.7% | 356,000 | $18.1M |
| 8L8C LIBERTY BROADBAND-C | 0.3% | Held | 172,113 | $17.9M |
| OAK OAKTREE CAPITAL GROUP LLC | 0.3% | Reduced −66.0% | 362,000 | $17.9M |
| DAL DELTA AIR LINES INC | 0.3% | Added +71.8% | 299,000 | $17.0M |
| LM03 LIBERTY MEDIA COR-SIRIUSXM A | 0.2% | Held | 426,000 | $16.1M |
| MXIM MAXIM INTEGRATED PRODUCTS | 0.2% | Held | 252,000 | $15.1M |
| CVS CVS HEALTH CORP | 0.2% | Held | 275,000 | $15.0M |
| CHH CHOICE HOTELS INTL INC | 0.2% | Added +19.8% | 169,500 | $14.7M |
| UNP UNION PACIFIC CORP | 0.2% | Held | 85,370 | $14.4M |
| SHW SHERWIN-WILLIAMS CO | 0.2% | Held | 31,000 | $14.2M |
| MCHP MICROCHIP TECHNOLOGY INC | 0.2% | Added +5.3% | 159,000 | $13.8M |
| GOOGL ALPHABET INC-CL A | 0.2% | Held | 12,500 | $13.5M |
| DLTR DOLLAR TREE INC | 0.2% | Held | 123,000 | $13.2M |
| HXL HEXCEL CORP | 0.2% | Added +8.9% | 159,000 | $12.9M |
| AIY ACTIVISION BLIZZARD INC | 0.2% | Added +5.6% | 262,800 | $12.4M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,000 | $12.3M |
| EA* ELECTRONIC ARTS INC | 0.2% | Added +6.2% | 119,400 | $12.1M |
| VRSK VERISK ANALYTICS INC | 0.2% | Held | 74,000 | $10.8M |
| COST COSTCO WHOLESALE CORP | 0.2% | Added +0.4% | 39,150 | $10.3M |
| FWONKUSD LIBERTY MEDIA CORP-LIBERTY-C | 0.1% | Held | 259,500 | $9.7M |
| IFF INTL FLAVORS & FRAGRANCES | 0.1% | Held | 66,500 | $9.6M |
| PM PHILIP MORRIS INTERNATIONAL | 0.1% | Held | 114,500 | $9.0M |
| CDK CDK GLOBAL INC | 0.1% | Held | 176,897 | $8.7M |
| LM05 LIBERTY MEDIA CORP-LIBERTY-A | 0.1% | Held | 229,500 | $8.2M |
| EFX EQUIFAX INC | 0.1% | Added +64.8% | 58,500 | $7.9M |
| AMT AMERICAN TOWER CORP | 0.1% | Held | 35,500 | $7.3M |
| Aon Corporation | 0.1% | Held | 37,000 | $7.1M |
| HCSG HEALTHCARE SERVICES GROUP | 0.1% | Added +7.6% | 211,500 | $6.4M |
| CABO CABLE ONE INC | 0.1% | Held | 5,200 | $6.1M |
| MCK MCKESSON CORP | 0.1% | Added +16.2% | 43,100 | $5.8M |
| ALB ALBEMARLE CORP | 0.1% | Held | 73,000 | $5.1M |
| LBTYAUSD LIBERTY GLOBAL PLC-A | 0.1% | Held | 179,000 | $4.8M |
| CCK CROWN HOLDINGS INC | 0.1% | Added +53.1% | 75,000 | $4.6M |
| TRU TRANSUNION | 0.1% | Added +50.0% | 60,000 | $4.4M |
| Sensata Technologies Holding | 0.1% | Held | 82,000 | $4.0M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.1% | Held | 5,200 | $3.6M |
| BNY BANK OF NEW YORK MELLON CORP | 0.1% | New | 80,000 | $3.5M |
| PAG PENSKE AUTOMOTIVE GROUP INC | 0.1% | Held | 72,000 | $3.4M |
| WFC WELLS FARGO & CO | 0.0% | Added +22.9% | 67,600 | $3.2M |
| YUSD ALLEGHANY CORP | 0.0% | Held | 4,328 | $2.9M |
| NXPI NXP SEMICONDUCTORS NV | 0.0% | Held | 29,000 | $2.8M |
| SHAK SHAKE SHACK INC - CLASS A | 0.0% | Added +3.1% | 32,900 | $2.4M |
| AN AUTONATION INC | 0.0% | Added +30.4% | 42,460 | $1.8M |
| WRB WR BERKLEY CORP | 0.0% | Added +50.0% | 27,000 | $1.8M |
| C CITIGROUP INC | 0.0% | Added +18.4% | 16,070 | $1.1M |
| TRUP TRUPANION INC | 0.0% | New | 25,000 | $903K |
| DHI DR HORTON INC | 0.0% | Added +19.1% | 11,857 | $512K |
| BKNG BOOKING HOLDINGS INC | 0.0% | Reduced −20.0% | 200 | $375K |
| ILMN ILLUMINA INC | 0.0% | Held | 1,000 | $368K |
| SYF SYNCHRONY FINANCIAL | 0.0% | Added +31.9% | 10,556 | $366K |
| LILA LIBERTY LATIN AMERIC-CL A | 0.0% | Held | 19,720 | $340K |
| GT GOODYEAR TIRE & RUBBER CO | 0.0% | New | 20,000 | $306K |
| BUD ANHEUSER-BUSCH INBEV-SPN ADR | 0.0% | New | 3,000 | $266K |
| LEN LENNAR CORP-A | 0.0% | New | 4,900 | $238K |
| BALL BALL CORP | 0.0% | New | 3,000 | $210K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CMG CHIPOTLE MEXICAN GRILL INC | 8,200 | $5.8M |
| VZ VERIZON COMMUNICATIONS INC | 93,000 | $5.5M |
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.