Markel Group Inc.
Tom Gayner · As of Q2 2022 · filed Aug 5, 2022
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 6.5% | Held | 1,114 | $455.6M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 6.0% | Held | 1,531,971 | $418.3M |
| BROOKFIELD ASSET MGMT INC | 5.5% | Held | 8,715,741 | $387.6M |
| GOOG ALPHABET INC-CL C | 4.3% | Held | 137,493 | $300.8M |
| HD HOME DEPOT INC | 3.6% | Held | 920,000 | $252.3M |
| DEO DIAGEO PLC-SPONSORED ADR | 3.4% | Held | 1,350,208 | $235.1M |
| DE DEERE & CO | 3.2% | Held | 755,800 | $226.3M |
| AMZN AMAZON.COM INC | 3.0% | Added +1900.0% | 1,981,360 | $210.4M |
| V VISA INC-CLASS A SHARES | 2.7% | Added +0.2% | 962,779 | $189.6M |
| DIS WALT DISNEY CO | 2.7% | Added +2.3% | 1,966,665 | $185.7M |
| AAPL APPLE INC | 2.4% | Held | 1,206,990 | $165.0M |
| ADI ANALOG DEVICES INC | 2.3% | Added +0.5% | 1,083,071 | $158.2M |
| RLI RLI CORP | 2.0% | Held | 1,197,272 | $139.6M |
| BLKCHF BLACKROCK INC | 1.9% | Held | 220,200 | $134.1M |
| MSFT MICROSOFT CORP | 1.8% | Held | 479,980 | $123.3M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 1.7% | Held | 1,075,000 | $119.8M |
| ADM ARCHER-DANIELS-MIDLAND CO | 1.6% | Held | 1,463,300 | $113.6M |
| BX BLACKSTONE INC | 1.6% | Held | 1,229,000 | $112.1M |
| TXN TEXAS INSTRUMENTS INC | 1.6% | Held | 724,000 | $111.2M |
| JNJ JOHNSON & JOHNSON | 1.6% | Held | 610,800 | $108.4M |
| WSO WATSCO INC | 1.5% | Added +6.0% | 443,750 | $106.0M |
| LOW LOWE'S COS INC | 1.5% | Added +0.3% | 590,480 | $103.1M |
| GS GOLDMAN SACHS GROUP INC | 1.5% | Added +0.3% | 344,860 | $102.4M |
| MRSH MARSH & MCLENNAN COS | 1.4% | Added +0.9% | 624,600 | $97.0M |
| PGR PROGRESSIVE CORP | 1.3% | Added +0.4% | 753,750 | $87.6M |
| GD GENERAL DYNAMICS CORP | 1.2% | Added +0.1% | 391,000 | $86.5M |
| SCHW SCHWAB (CHARLES) CORP | 1.0% | Added +0.7% | 1,103,300 | $69.7M |
| AXP AMERICAN EXPRESS CO | 1.0% | Held | 484,250 | $67.1M |
| KKR KKR & CO INC | 0.9% | Added +0.3% | 1,424,808 | $66.0M |
| MA MASTERCARD INC - A | 0.9% | Held | 207,540 | $65.5M |
| ITW ILLINOIS TOOL WORKS | 0.9% | Held | 327,500 | $59.7M |
| MSCI MSCI INC | 0.8% | Added +0.2% | 141,950 | $58.5M |
| MCO MOODY'S CORP | 0.8% | Held | 212,990 | $57.9M |
| BF/A BROWN-FORMAN CORP-CLASS A | 0.8% | Held | 843,000 | $57.0M |
| NSC NORFOLK SOUTHERN CORP | 0.7% | Held | 229,500 | $52.2M |
| CAT CATERPILLAR INC | 0.7% | Held | 287,500 | $51.4M |
| SPGI S&P GLOBAL INC | 0.7% | Held | 149,790 | $50.5M |
| APO APOLLO GLOBAL MANAGEMENT INC | 0.7% | Held | 1,012,500 | $49.1M |
| REGN REGENERON PHARMACEUTICALS | 0.7% | Held | 80,300 | $47.5M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.6% | Held | 116,720 | $44.9M |
| ACN ACCENTURE PLC-CL A | 0.6% | Held | 159,400 | $44.3M |
| ROL ROLLINS INC | 0.6% | Added +1.1% | 1,262,275 | $44.1M |
| WHR WHIRLPOOL CORP | 0.6% | Held | 282,049 | $43.7M |
| ECL ECOLAB INC | 0.6% | Reduced −11.3% | 274,300 | $42.2M |
| SBUX STARBUCKS CORP | 0.6% | Added +0.6% | 532,318 | $40.7M |
| CG CARLYLE GROUP INC | 0.6% | Held | 1,237,000 | $39.2M |
| NVR NVR INC | 0.6% | Added +1.3% | 9,659 | $38.7M |
| DG DOLLAR GENERAL CORP | 0.5% | Added +21.5% | 152,750 | $37.5M |
| NKE NIKE INC -CL B | 0.5% | Held | 366,000 | $37.4M |
| GOOGL ALPHABET INC-CL A | 0.5% | Added +7.4% | 16,650 | $36.3M |
| HEI/A HEICO CORP-CLASS A | 0.5% | Held | 343,144 | $36.2M |
| TROW T ROWE PRICE GROUP INC | 0.5% | Held | 314,000 | $35.7M |
| AIY ACTIVISION BLIZZARD INC | 0.5% | Held | 453,600 | $35.3M |
| MMM 3M CO | 0.5% | Held | 269,750 | $34.9M |
| HAGERTY INC | 0.5% | Held | 3,000,000 | $34.5M |
| ITIC INVESTORS TITLE CO | 0.5% | Held | 213,300 | $33.5M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.5% | Held | 474,187 | $33.3M |
| TSN TYSON FOODS INC-CL A | 0.5% | Held | 384,500 | $33.1M |
| ROK ROCKWELL AUTOMATION INC | 0.4% | Added +1.3% | 154,900 | $30.9M |
| CVS CVS HEALTH CORP | 0.4% | Held | 332,000 | $30.8M |
| SEIC SEI INVESTMENTS COMPANY | 0.4% | Added +25.6% | 559,200 | $30.2M |
| META META PLATFORMS INC-CLASS A | 0.4% | Added +12.6% | 184,029 | $29.7M |
| SRCLEUR STERICYCLE INC | 0.4% | Added +4.0% | 656,700 | $28.8M |
| CMCSA COMCAST CORP-CLASS A | 0.4% | Added +15.0% | 724,912 | $28.4M |
| 99952EUR LINDE PLC/OLD | 0.4% | Held | 94,400 | $27.1M |
| JPM JPMORGAN CHASE & CO | 0.3% | Held | 216,550 | $24.4M |
| LBRDA LIBERTY BROADBAND-A | 0.3% | Held | 205,250 | $23.3M |
| RTX RTX CORP | 0.3% | Held | 224,000 | $21.5M |
| SHW SHERWIN-WILLIAMS CO | 0.3% | Held | 94,172 | $21.1M |
| HCSG HEALTHCARE SERVICES GROUP | 0.3% | Held | 1,200,500 | $20.9M |
| ENOV ENOVIS CORP | 0.3% | New | 378,356 | $20.8M |
| 8L8C LIBERTY BROADBAND-C | 0.3% | Held | 172,113 | $19.9M |
| LSXMKUSD LIBERTY MEDIA COR-SIRIUSXM C | 0.3% | Held | 522,000 | $18.8M |
| COST COSTCO WHOLESALE CORP | 0.3% | Held | 39,150 | $18.8M |
| AON AON PLC-CLASS A | 0.3% | Added +6.2% | 69,000 | $18.6M |
| UNP UNION PACIFIC CORP | 0.3% | Held | 85,778 | $18.3M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,000 | $17.1M |
| ESAB ESAB CORP | 0.2% | New | 378,356 | $16.6M |
| FDX FEDEX CORP | 0.2% | Added +24.8% | 73,000 | $16.6M |
| PEP PEPSICO INC | 0.2% | Held | 96,210 | $16.0M |
| LM03 LIBERTY MEDIA COR-SIRIUSXM A | 0.2% | Held | 426,000 | $15.4M |
| BNY BANK OF NEW YORK MELLON CORP | 0.2% | Held | 357,750 | $14.9M |
| ALL ALLSTATE CORP | 0.2% | Added +0.9% | 117,050 | $14.8M |
| CSCO CISCO SYSTEMS INC | 0.2% | Held | 342,000 | $14.6M |
| VRSK VERISK ANALYTICS INC | 0.2% | Added +8.5% | 83,000 | $14.4M |
| AMT AMERICAN TOWER CORP | 0.2% | Held | 51,910 | $13.3M |
| CABO CABLE ONE INC | 0.2% | Added +96.2% | 10,200 | $13.2M |
| EFX EQUIFAX INC | 0.2% | Reduced −44.4% | 69,550 | $12.7M |
| TPL TEXAS PACIFIC LAND CORP | 0.2% | Held | 7,900 | $11.8M |
| PM PHILIP MORRIS INTERNATIONAL | 0.2% | Held | 114,500 | $11.3M |
| THG HANOVER INSURANCE GROUP INC/ | 0.2% | Added +61.7% | 76,000 | $11.1M |
| CCK CROWN HOLDINGS INC | 0.2% | Held | 116,000 | $10.7M |
| HXL HEXCEL CORP | 0.1% | Held | 189,000 | $9.9M |
| CARR CARRIER GLOBAL CORP | 0.1% | Held | 235,000 | $8.4M |
| OTIS OTIS WORLDWIDE CORP | 0.1% | Held | 114,620 | $8.1M |
| TRUP TRUPANION INC | 0.1% | Held | 133,400 | $8.0M |
| TRU TRANSUNION | 0.1% | Added +0.5% | 96,550 | $7.7M |
| WFC WELLS FARGO & CO | 0.1% | Held | 195,450 | $7.7M |
| NFLX NETFLIX INC | 0.1% | New | 43,000 | $7.5M |
| EA* ELECTRONIC ARTS INC | 0.1% | Added +236.1% | 56,800 | $6.9M |
| OI O-I GLASS INC | 0.1% | Added +2.2% | 468,100 | $6.6M |
| LMT LOCKHEED MARTIN CORP | 0.1% | Added +4.8% | 10,863 | $4.7M |
| SONY SONY GROUP CORP - SP ADR | 0.1% | Added +210.5% | 49,680 | $4.1M |
| LBTYAUSD LIBERTY GLOBAL PLC-A | 0.1% | Held | 179,000 | $3.8M |
| MRVL MARVELL TECHNOLOGY INC | 0.1% | Added +13.3% | 85,000 | $3.7M |
| TMO THERMO FISHER SCIENTIFIC INC | 0.1% | Added +233.3% | 6,500 | $3.5M |
| MTSI MACOM TECHNOLOGY SOLUTIONS H | 0.0% | Added +16.9% | 69,000 | $3.2M |
| BALL BALL CORP | 0.0% | Held | 46,000 | $3.2M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.0% | Held | 5,200 | $2.9M |
| WRB WR BERKLEY CORP | 0.0% | Held | 40,500 | $2.8M |
| IFF INTL FLAVORS & FRAGRANCES | 0.0% | Held | 23,000 | $2.7M |
| BROOKFIELD ASSET MGMT REINS | 0.0% | Held | 60,101 | $2.7M |
| SPOT SPOTIFY TECHNOLOGY SA | 0.0% | Added +100.8% | 25,900 | $2.4M |
| CBRL CRACKER BARREL OLD COUNTRY | 0.0% | New | 27,500 | $2.3M |
| ODFL OLD DOMINION FREIGHT LINE | 0.0% | New | 8,000 | $2.0M |
| SHOP SHOPIFY INC - CLASS A | 0.0% | Added +2172.7% | 62,500 | $2.0M |
| SMG SCOTTS MIRACLE-GRO CO | 0.0% | Added +261.5% | 23,500 | $1.9M |
| HAGERTY INC | 0.0% | Held | 540,000 | $1.6M |
| EMN EASTMAN CHEMICAL CO | 0.0% | Held | 17,450 | $1.6M |
| PYPL PAYPAL HOLDINGS INC | 0.0% | Added +111.0% | 22,261 | $1.6M |
| WTW WILLIS TOWERS WATSON PLC | 0.0% | Added +217.4% | 6,507 | $1.3M |
| VNT VONTIER CORP | 0.0% | New | 49,873 | $1.1M |
| CSGP COSTAR GROUP INC | 0.0% | Added +5.7% | 18,600 | $1.1M |
| INTU INTUIT INC | 0.0% | Held | 2,720 | $1.0M |
| LAMR LAMAR ADVERTISING CO-A | 0.0% | Held | 8,500 | $748K |
| IT GARTNER INC | 0.0% | Added +20.0% | 3,000 | $726K |
| AXTA AXALTA COATING SYSTEMS LTD | 0.0% | Added +37.9% | 28,442 | $629K |
| CE CELANESE CORP | 0.0% | Held | 4,800 | $564K |
| ICE INTERCONTINENTAL EXCHANGE IN | 0.0% | Held | 5,120 | $481K |
| UA UNDER ARMOUR INC-CLASS C | 0.0% | New | 25,304 | $192K |
| DUCK CREEK TECHNOLOGIES INC | 0.0% | Added +32.4% | 12,250 | $182K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| COLFAX CORP | 1,135,070 | $45.2M |
| YUSD ALLEGHANY CORP | 4,328 | $3.7M |
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.