Markel Group Inc.
Tom Gayner · As of Q2 2024 · filed Aug 2, 2024
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 6.7% | Held | 1,114 | $682.0M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 6.1% | Held | 1,531,971 | $623.2M |
| GOOG ALPHABET INC-CL C | 5.0% | Held | 2,749,860 | $504.4M |
| AMZN AMAZON.COM INC | 3.9% | Held | 2,030,760 | $392.4M |
| BN BROOKFIELD CORP | 3.6% | Held | 8,715,741 | $362.1M |
| HD HOME DEPOT INC | 3.1% | Held | 920,000 | $316.7M |
| DE DEERE & CO | 3.1% | Added +2.6% | 845,350 | $315.8M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 3.0% | Held | 2,150,000 | $306.9M |
| ADI ANALOG DEVICES INC | 2.6% | Added +0.0% | 1,167,671 | $266.5M |
| WSO WATSCO INC | 2.6% | Added +0.9% | 571,250 | $264.6M |
| V VISA INC-CLASS A SHARES | 2.6% | Held | 999,285 | $262.3M |
| AAPL APPLE INC | 2.5% | Added +0.0% | 1,227,290 | $258.5M |
| MSFT MICROSOFT CORP | 2.2% | Added +0.9% | 507,480 | $226.8M |
| DIS WALT DISNEY CO | 2.0% | Held | 2,031,665 | $201.7M |
| BLKCHF BLACKROCK INC | 1.7% | Held | 220,200 | $173.4M |
| DEO DIAGEO PLC-SPONSORED ADR | 1.7% | Added +0.5% | 1,366,708 | $172.3M |
| RLI RLI CORP | 1.7% | Held | 1,197,272 | $168.4M |
| GS GOLDMAN SACHS GROUP INC | 1.6% | Held | 359,360 | $162.5M |
| PGR PROGRESSIVE CORP | 1.5% | Held | 753,750 | $156.6M |
| KKR KKR & CO INC | 1.5% | Held | 1,451,800 | $152.8M |
| BX BLACKSTONE INC | 1.5% | Held | 1,229,000 | $152.2M |
| LOW LOWE'S COS INC | 1.5% | Added +1.9% | 675,980 | $149.0M |
| MRSH MARSH & MCLENNAN COS | 1.5% | Added +1.8% | 706,500 | $148.9M |
| TXN TEXAS INSTRUMENTS INC | 1.4% | Held | 724,000 | $140.8M |
| META META PLATFORMS INC-CLASS A | 1.3% | Added +1.2% | 270,981 | $136.6M |
| LPLA LPL FINANCIAL HOLDINGS INC | 1.3% | Added +6.1% | 481,791 | $134.6M |
| APO APOLLO GLOBAL MANAGEMENT INC | 1.2% | Held | 1,012,500 | $119.5M |
| GD GENERAL DYNAMICS CORP | 1.1% | Held | 391,000 | $113.4M |
| AXP AMERICAN EXPRESS CO | 1.1% | Held | 484,250 | $112.1M |
| CAT CATERPILLAR INC | 1.0% | Added +1.3% | 311,500 | $103.8M |
| GOOGL ALPHABET INC-CL A | 1.0% | Held | 555,000 | $101.1M |
| SCHW SCHWAB (CHARLES) CORP | 1.0% | Added +1.0% | 1,366,766 | $100.7M |
| DG DOLLAR GENERAL CORP | 0.9% | Added +3.3% | 697,250 | $92.2M |
| MA MASTERCARD INC - A | 0.9% | Held | 207,540 | $91.6M |
| MCO MOODY'S CORP | 0.9% | Held | 213,890 | $90.0M |
| JNJ JOHNSON & JOHNSON | 0.9% | Held | 610,800 | $89.3M |
| ADM ARCHER-DANIELS-MIDLAND CO | 0.9% | Held | 1,463,300 | $88.5M |
| NVR NVR INC | 0.9% | Added +1.6% | 11,529 | $87.5M |
| BAM BROOKFIELD ASSET MGMT-A | 0.8% | Held | 2,193,953 | $83.5M |
| ITW ILLINOIS TOOL WORKS | 0.8% | Held | 327,500 | $77.6M |
| ROL ROLLINS INC | 0.7% | Added +0.9% | 1,439,275 | $70.2M |
| MSCI MSCI INC | 0.7% | Held | 142,850 | $68.8M |
| HEI/A HEICO CORP-CLASS A | 0.7% | Held | 379,644 | $67.4M |
| SPGI S&P GLOBAL INC | 0.7% | Held | 150,690 | $67.2M |
| ECL ECOLAB INC | 0.6% | Held | 274,300 | $65.3M |
| LIN LINDE PLC | 0.6% | Added +9.1% | 143,500 | $63.0M |
| FDX FEDEX CORP | 0.5% | Added +7.7% | 181,000 | $54.3M |
| CG CARLYLE GROUP INC | 0.5% | Held | 1,327,000 | $53.3M |
| JPM JPMORGAN CHASE & CO | 0.5% | Held | 252,550 | $51.1M |
| ODFL OLD DOMINION FREIGHT LINE | 0.5% | Added +43.3% | 279,500 | $49.4M |
| NSC NORFOLK SOUTHERN CORP | 0.5% | Held | 229,500 | $49.3M |
| ACN ACCENTURE PLC-CL A | 0.5% | Held | 159,400 | $48.4M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.5% | Held | 116,720 | $47.7M |
| TSN TYSON FOODS INC-CL A | 0.4% | Added +1.0% | 785,500 | $44.9M |
| SBUX STARBUCKS CORP | 0.4% | Added +5.0% | 568,318 | $44.2M |
| ROK ROCKWELL AUTOMATION INC | 0.4% | Held | 154,900 | $42.6M |
| CMCSA COMCAST CORP-CLASS A | 0.4% | Added +0.8% | 1,081,241 | $42.3M |
| ITIC INVESTORS TITLE CO | 0.4% | Held | 213,300 | $38.4M |
| BF/A BROWN-FORMAN CORP-CLASS A | 0.4% | Held | 843,000 | $37.2M |
| TROW T ROWE PRICE GROUP INC | 0.4% | Held | 314,000 | $36.2M |
| VRSK VERISK ANALYTICS INC | 0.4% | Added +5.1% | 133,700 | $36.0M |
| AON AON PLC-CLASS A | 0.3% | Added +3.5% | 113,950 | $33.5M |
| COST COSTCO WHOLESALE CORP | 0.3% | Held | 39,150 | $33.3M |
| HGTY HAGERTY INC-A | 0.3% | Held | 3,000,000 | $31.2M |
| THG HANOVER INSURANCE GROUP INC/ | 0.3% | Added +5.7% | 240,000 | $30.1M |
| MMM 3M CO | 0.3% | Held | 293,750 | $30.0M |
| NKE NIKE INC -CL B | 0.3% | Added +3.5% | 388,900 | $29.3M |
| FNV FRANCO-NEVADA CORP | 0.3% | New | 245,000 | $29.0M |
| WHR WHIRLPOOL CORP | 0.3% | Held | 282,049 | $28.8M |
| SHW SHERWIN-WILLIAMS CO | 0.3% | Held | 94,172 | $28.1M |
| LMT LOCKHEED MARTIN CORP | 0.3% | Held | 56,363 | $26.3M |
| ALL ALLSTATE CORP | 0.2% | Held | 154,550 | $24.7M |
| EFX EQUIFAX INC | 0.2% | Held | 97,850 | $23.7M |
| RTX RTX CORP | 0.2% | Held | 224,000 | $22.5M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.2% | Held | 474,187 | $20.5M |
| TGT TARGET CORP | 0.2% | Held | 133,000 | $19.7M |
| UNP UNION PACIFIC CORP | 0.2% | Held | 85,778 | $19.4M |
| CABO CABLE ONE INC | 0.2% | Added +11.9% | 53,800 | $19.0M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,000 | $17.8M |
| TMO THERMO FISHER SCIENTIFIC INC | 0.2% | Added +19.0% | 29,400 | $16.3M |
| CSCO CISCO SYSTEMS INC | 0.2% | Held | 342,000 | $16.2M |
| PEP PEPSICO INC | 0.2% | Held | 96,210 | $15.9M |
| RNR RENAISSANCERE HOLDINGS LTD | 0.2% | Held | 70,000 | $15.6M |
| CARR CARRIER GLOBAL CORP | 0.1% | Held | 235,000 | $14.8M |
| URI UNITED RENTALS INC | 0.1% | Added +41.9% | 22,000 | $14.2M |
| CCK CROWN HOLDINGS INC | 0.1% | Held | 189,500 | $14.1M |
| FERG1GBX FERGUSON PLC | 0.1% | Added +22.6% | 70,500 | $13.7M |
| CHH CHOICE HOTELS INTL INC | 0.1% | Added +30.8% | 110,500 | $13.1M |
| COF CAPITAL ONE FINANCIAL CORP | 0.1% | Held | 91,000 | $12.6M |
| IQV IQVIA HOLDINGS INC | 0.1% | Added +5.4% | 58,726 | $12.4M |
| WFC WELLS FARGO & CO | 0.1% | Held | 204,450 | $12.1M |
| HXL HEXCEL CORP | 0.1% | Held | 189,000 | $11.8M |
| PM PHILIP MORRIS INTERNATIONAL | 0.1% | Held | 114,500 | $11.6M |
| YUM YUM! BRANDS INC | 0.1% | Added +435.5% | 86,502 | $11.5M |
| HCA HCA HEALTHCARE INC | 0.1% | Added +63.8% | 35,105 | $11.3M |
| LAMR LAMAR ADVERTISING CO-A | 0.1% | Added +22.1% | 94,000 | $11.2M |
| SEIC SEI INVESTMENTS COMPANY | 0.1% | Held | 173,200 | $11.2M |
| OTIS OTIS WORLDWIDE CORP | 0.1% | Held | 114,620 | $11.0M |
| SMG SCOTTS MIRACLE-GRO CO | 0.1% | Held | 168,000 | $10.9M |
| UNH UNITEDHEALTH GROUP INC | 0.1% | Added +29.3% | 20,814 | $10.6M |
| CE CELANESE CORP | 0.1% | Held | 77,800 | $10.5M |
| AMT AMERICAN TOWER CORP | 0.1% | Held | 51,910 | $10.1M |
| KMX CARMAX INC | 0.1% | Added +10.5% | 136,500 | $10.0M |
| APD AIR PRODUCTS & CHEMICALS INC | 0.1% | Added +153.3% | 38,000 | $9.8M |
| GPK GRAPHIC PACKAGING HOLDING CO | 0.1% | Added +39.0% | 334,725 | $8.8M |
| SPOT SPOTIFY TECHNOLOGY SA | 0.1% | Held | 25,900 | $8.1M |
| OI O-I GLASS INC | 0.1% | Added +25.0% | 674,100 | $7.5M |
| TRU TRANSUNION | 0.1% | Held | 101,050 | $7.5M |
| EMN EASTMAN CHEMICAL CO | 0.1% | Held | 74,950 | $7.3M |
| BNY BANK OF NEW YORK MELLON CORP | 0.1% | Held | 121,500 | $7.3M |
| EA* ELECTRONIC ARTS INC | 0.1% | Reduced −38.4% | 49,800 | $6.9M |
| SHOP SHOPIFY INC - CLASS A | 0.1% | Held | 102,750 | $6.8M |
| SONY SONY GROUP CORP - SP ADR | 0.1% | Held | 67,000 | $5.7M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.1% | Added +144.4% | 22,000 | $5.3M |
| UBER UBER TECHNOLOGIES INC | 0.1% | Added +22.4% | 71,000 | $5.2M |
| NSP INSPERITY INC | 0.0% | Added +213.5% | 52,906 | $4.8M |
| CBRL CRACKER BARREL OLD COUNTRY | 0.0% | Held | 111,000 | $4.7M |
| FIX COMFORT SYSTEMS USA INC | 0.0% | Held | 13,000 | $4.0M |
| HSY HERSHEY CO | 0.0% | Added +126.3% | 21,500 | $4.0M |
| SOLV SOLVENTUM CORP | 0.0% | New | 73,437 | $3.9M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.0% | Held | 5,200 | $3.6M |
| WRB WR BERKLEY CORP | 0.0% | Held | 40,500 | $3.2M |
| BALL BALL CORP | 0.0% | Held | 51,000 | $3.1M |
| CVS CVS HEALTH CORP | 0.0% | Reduced −85.8% | 47,000 | $2.8M |
| IT GARTNER INC | 0.0% | Held | 5,700 | $2.6M |
| BROOKFIELD REINS LTD | 0.0% | Held | 60,101 | $2.5M |
| WTW WILLIS TOWERS WATSON PLC | 0.0% | Held | 8,627 | $2.3M |
| INTU INTUIT INC | 0.0% | Held | 2,720 | $1.8M |
| ULS UL SOLUTIONS INC - CLASS A | 0.0% | New | 36,000 | $1.5M |
| CSGP COSTAR GROUP INC | 0.0% | Held | 18,600 | $1.4M |
| HAGERTY INC | 0.0% | Held | 540,000 | $1.1M |
| DNB DUN & BRADSTREET HOLDINGS IN | 0.0% | Held | 115,000 | $1.1M |
| ICE INTERCONTINENTAL EXCHANGE IN | 0.0% | Held | 5,120 | $701K |
| BUD ANHEUSER-BUSCH INBEV-SPN ADR | 0.0% | Held | 11,000 | $640K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| SRCLEUR STERICYCLE INC | 38,000 | $2.0M |
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.