Markel Group Inc.
Tom Gayner · As of Q2 2023 · filed Aug 4, 2023
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 6.9% | Held | 1,114 | $576.8M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 6.2% | Held | 1,531,971 | $522.4M |
| GOOG ALPHABET INC-CL C | 4.0% | Held | 2,749,860 | $332.7M |
| DE DEERE & CO | 3.6% | Held | 755,800 | $306.2M |
| BN BROOKFIELD CORP | 3.5% | Held | 8,715,741 | $293.3M |
| HD HOME DEPOT INC | 3.4% | Held | 920,000 | $285.8M |
| AMZN AMAZON.COM INC | 3.1% | Added +0.5% | 2,018,860 | $263.2M |
| AAPL APPLE INC | 2.8% | Added +0.7% | 1,215,990 | $235.9M |
| V VISA INC-CLASS A SHARES | 2.8% | Added +2.6% | 989,270 | $234.9M |
| DEO DIAGEO PLC-SPONSORED ADR | 2.8% | Held | 1,350,208 | $234.2M |
| ADI ANALOG DEVICES INC | 2.6% | Added +0.6% | 1,122,571 | $218.7M |
| WSO WATSCO INC | 2.4% | Added +2.0% | 539,250 | $205.7M |
| DIS WALT DISNEY CO | 2.1% | Added +0.1% | 2,020,665 | $180.4M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 2.1% | Held | 1,075,000 | $174.0M |
| MSFT MICROSOFT CORP | 2.0% | Added +1.3% | 485,980 | $165.5M |
| RLI RLI CORP | 1.9% | Held | 1,197,272 | $163.4M |
| BLKCHF BLACKROCK INC | 1.8% | Held | 220,200 | $152.2M |
| LOW LOWE'S COS INC | 1.7% | Added +2.1% | 632,480 | $142.8M |
| TXN TEXAS INSTRUMENTS INC | 1.6% | Held | 724,000 | $130.3M |
| MRSH MARSH & MCLENNAN COS | 1.5% | Added +1.4% | 659,500 | $124.0M |
| GS GOLDMAN SACHS GROUP INC | 1.4% | Held | 359,360 | $115.9M |
| BX BLACKSTONE INC | 1.4% | Held | 1,229,000 | $114.3M |
| ADM ARCHER-DANIELS-MIDLAND CO | 1.3% | Held | 1,463,300 | $110.6M |
| JNJ JOHNSON & JOHNSON | 1.2% | Held | 610,800 | $101.1M |
| PGR PROGRESSIVE CORP | 1.2% | Held | 753,750 | $99.8M |
| DG DOLLAR GENERAL CORP | 1.0% | Added +82.4% | 509,250 | $86.5M |
| AXP AMERICAN EXPRESS CO | 1.0% | Held | 484,250 | $84.4M |
| GD GENERAL DYNAMICS CORP | 1.0% | Held | 391,000 | $84.1M |
| ITW ILLINOIS TOOL WORKS | 1.0% | Held | 327,500 | $81.9M |
| MA MASTERCARD INC - A | 1.0% | Held | 207,540 | $81.6M |
| KKR KKR & CO INC | 1.0% | Added +1.5% | 1,449,023 | $81.1M |
| APO APOLLO GLOBAL MANAGEMENT INC | 0.9% | Held | 1,012,500 | $77.8M |
| MCO MOODY'S CORP | 0.9% | Held | 213,890 | $74.4M |
| META META PLATFORMS INC-CLASS A | 0.9% | Added +4.3% | 252,781 | $72.5M |
| CAT CATERPILLAR INC | 0.9% | Added +1.9% | 293,000 | $72.1M |
| BAM BROOKFIELD ASSET MGMT-A | 0.9% | Reduced −0.0% | 2,193,953 | $71.6M |
| SCHW SCHWAB (CHARLES) CORP | 0.8% | Added +6.8% | 1,246,266 | $70.6M |
| MSCI MSCI INC | 0.8% | Held | 142,850 | $67.0M |
| NVR NVR INC | 0.8% | Added +2.5% | 10,519 | $66.8M |
| GOOGL ALPHABET INC-CL A | 0.8% | Added +3.2% | 550,000 | $65.8M |
| SPGI S&P GLOBAL INC | 0.7% | Held | 150,690 | $60.4M |
| ROL ROLLINS INC | 0.7% | Added +2.6% | 1,356,275 | $58.1M |
| BF/A BROWN-FORMAN CORP-CLASS A | 0.7% | Held | 843,000 | $57.4M |
| AIY ACTIVISION BLIZZARD INC | 0.7% | Held | 650,600 | $54.8M |
| HEI/A HEICO CORP-CLASS A | 0.6% | Added +2.4% | 379,644 | $53.4M |
| SBUX STARBUCKS CORP | 0.6% | Held | 532,318 | $52.7M |
| NSC NORFOLK SOUTHERN CORP | 0.6% | Held | 229,500 | $52.0M |
| ECL ECOLAB INC | 0.6% | Held | 274,300 | $51.2M |
| ROK ROCKWELL AUTOMATION INC | 0.6% | Held | 154,900 | $51.0M |
| ACN ACCENTURE PLC-CL A | 0.6% | Held | 159,400 | $49.2M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.6% | Held | 116,720 | $46.8M |
| CMCSA COMCAST CORP-CLASS A | 0.5% | Added +5.4% | 1,059,741 | $44.0M |
| LIN LINDE PLC | 0.5% | Added +9.1% | 114,400 | $43.6M |
| CG CARLYLE GROUP INC | 0.5% | Held | 1,327,000 | $42.4M |
| WHR WHIRLPOOL CORP | 0.5% | Held | 282,049 | $42.0M |
| NKE NIKE INC -CL B | 0.5% | Held | 368,900 | $40.7M |
| TROW T ROWE PRICE GROUP INC | 0.4% | Held | 314,000 | $35.2M |
| JPM JPMORGAN CHASE & CO | 0.4% | Added +5.5% | 228,550 | $33.2M |
| FDX FEDEX CORP | 0.4% | Added +10.8% | 133,000 | $33.0M |
| AON AON PLC-CLASS A | 0.4% | Added +7.5% | 93,050 | $32.1M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.4% | Held | 474,187 | $31.7M |
| ITIC INVESTORS TITLE CO | 0.4% | Held | 213,300 | $31.1M |
| SRCLEUR STERICYCLE INC | 0.4% | Reduced −0.4% | 668,700 | $31.1M |
| MMM 3M CO | 0.4% | Held | 293,750 | $29.4M |
| HGTY HAGERTY INC-A | 0.3% | New | 3,000,000 | $28.1M |
| LPLA LPL FINANCIAL HOLDINGS INC | 0.3% | Added +546.0% | 127,059 | $27.6M |
| LMT LOCKHEED MARTIN CORP | 0.3% | Held | 56,363 | $25.9M |
| SHW SHERWIN-WILLIAMS CO | 0.3% | Held | 94,172 | $25.0M |
| ODFL OLD DOMINION FREIGHT LINE | 0.3% | Added +33.7% | 67,500 | $25.0M |
| VRSK VERISK ANALYTICS INC | 0.3% | Added +6.3% | 109,000 | $24.6M |
| TSN TYSON FOODS INC-CL A | 0.3% | Added +9.0% | 450,000 | $23.0M |
| CVS CVS HEALTH CORP | 0.3% | Held | 332,000 | $23.0M |
| RTX RTX CORP | 0.3% | Held | 224,000 | $21.9M |
| COST COSTCO WHOLESALE CORP | 0.3% | Held | 39,150 | $21.1M |
| EFX EQUIFAX INC | 0.2% | Held | 87,850 | $20.7M |
| THG HANOVER INSURANCE GROUP INC/ | 0.2% | Added +14.5% | 158,000 | $17.9M |
| PEP PEPSICO INC | 0.2% | Held | 96,210 | $17.8M |
| CSCO CISCO SYSTEMS INC | 0.2% | Held | 342,000 | $17.7M |
| UNP UNION PACIFIC CORP | 0.2% | Held | 85,778 | $17.6M |
| CABO CABLE ONE INC | 0.2% | Held | 26,700 | $17.5M |
| LSXMKUSD LIBERTY MEDIA COR-SIRIUSXM C | 0.2% | Held | 522,000 | $17.1M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,000 | $16.8M |
| CCK CROWN HOLDINGS INC | 0.2% | Added +0.8% | 189,500 | $16.5M |
| LBRDA LIBERTY BROADBAND-A | 0.2% | Held | 205,250 | $16.4M |
| BNY BANK OF NEW YORK MELLON CORP | 0.2% | Held | 365,250 | $16.3M |
| HXL HEXCEL CORP | 0.2% | Held | 189,000 | $14.4M |
| ALL ALLSTATE CORP | 0.2% | Held | 128,550 | $14.0M |
| LM03 LIBERTY MEDIA COR-SIRIUSXM A | 0.2% | Held | 426,000 | $14.0M |
| 8L8C LIBERTY BROADBAND-C | 0.2% | Held | 172,113 | $13.8M |
| CARR CARRIER GLOBAL CORP | 0.1% | Held | 235,000 | $11.7M |
| PM PHILIP MORRIS INTERNATIONAL | 0.1% | Held | 114,500 | $11.2M |
| EA* ELECTRONIC ARTS INC | 0.1% | Held | 80,800 | $10.5M |
| SONY SONY GROUP CORP - SP ADR | 0.1% | Added +9.4% | 114,996 | $10.4M |
| CBRL CRACKER BARREL OLD COUNTRY | 0.1% | Added +0.9% | 111,000 | $10.3M |
| SEIC SEI INVESTMENTS COMPANY | 0.1% | Reduced −70.6% | 173,200 | $10.3M |
| OTIS OTIS WORLDWIDE CORP | 0.1% | Held | 114,620 | $10.2M |
| AMT AMERICAN TOWER CORP | 0.1% | Held | 51,910 | $10.1M |
| OI O-I GLASS INC | 0.1% | Added +0.0% | 469,000 | $10.0M |
| SMG SCOTTS MIRACLE-GRO CO | 0.1% | Held | 149,735 | $9.4M |
| WFC WELLS FARGO & CO | 0.1% | Held | 204,450 | $8.7M |
| COF CAPITAL ONE FINANCIAL CORP | 0.1% | Added +67.4% | 77,000 | $8.4M |
| TRU TRANSUNION | 0.1% | Held | 101,050 | $7.9M |
| CE CELANESE CORP | 0.1% | Added +4.0% | 65,300 | $7.6M |
| IQV IQVIA HOLDINGS INC | 0.1% | Added +117.1% | 31,826 | $7.2M |
| TGT TARGET CORP | 0.1% | Added +74.2% | 54,000 | $7.1M |
| RNR RENAISSANCERE HOLDINGS LTD | 0.1% | Added +50.0% | 36,000 | $6.7M |
| SHOP SHOPIFY INC - CLASS A | 0.1% | Held | 102,750 | $6.6M |
| KMX CARMAX INC | 0.1% | Added +23.2% | 69,000 | $5.8M |
| EMN EASTMAN CHEMICAL CO | 0.1% | Added +20.0% | 59,950 | $5.0M |
| HCSG HEALTHCARE SERVICES GROUP | 0.1% | Reduced −39.4% | 308,000 | $4.6M |
| TMO THERMO FISHER SCIENTIFIC INC | 0.1% | Held | 8,200 | $4.3M |
| SPOT SPOTIFY TECHNOLOGY SA | 0.0% | Held | 25,900 | $4.2M |
| ICE INTERCONTINENTAL EXCHANGE IN | 0.0% | Held | 33,077 | $3.7M |
| VNT VONTIER CORP | 0.0% | Held | 110,853 | $3.6M |
| LAMR LAMAR ADVERTISING CO-A | 0.0% | Added +305.9% | 34,500 | $3.4M |
| LBTYAUSD LIBERTY GLOBAL PLC-A | 0.0% | Held | 179,000 | $3.0M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.0% | Held | 5,200 | $3.0M |
| BALL BALL CORP | 0.0% | Held | 51,000 | $3.0M |
| WRB WR BERKLEY CORP | 0.0% | Held | 40,500 | $2.4M |
| BROOKFIELD REINS LTD | 0.0% | Held | 60,101 | $2.0M |
| WTW WILLIS TOWERS WATSON PLC | 0.0% | Held | 8,627 | $2.0M |
| IT GARTNER INC | 0.0% | Held | 5,700 | $2.0M |
| IFF INTL FLAVORS & FRAGRANCES | 0.0% | Held | 23,000 | $1.8M |
| CSGP COSTAR GROUP INC | 0.0% | Held | 18,600 | $1.7M |
| SKWD SKYWARD SPECIALTY INSURANCE | 0.0% | Held | 60,064 | $1.5M |
| DNB DUN & BRADSTREET HOLDINGS IN | 0.0% | Added +43.8% | 115,000 | $1.3M |
| HAGERTY INC | 0.0% | Held | 540,000 | $1.3M |
| INTU INTUIT INC | 0.0% | Held | 2,720 | $1.2M |
| CHH CHOICE HOTELS INTL INC | 0.0% | New | 5,000 | $588K |
| BUD ANHEUSER-BUSCH INBEV-SPN ADR | 0.0% | New | 9,000 | $510K |
| UBER UBER TECHNOLOGIES INC | 0.0% | New | 7,000 | $302K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| HAGERTY INC | 3,000,000 | $26.2M |
| ESAB ESAB CORP | 348,356 | $20.6M |
| MRVL MARVELL TECHNOLOGY INC | 160,000 | $6.9M |
| PYPL PAYPAL HOLDINGS INC | 59,877 | $4.5M |
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.