Markel Group Inc.
Tom Gayner · As of Q2 2025 · filed Aug 1, 2025
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 6.9% | Held | 1,114 | $811.9M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 6.3% | Held | 1,531,971 | $744.2M |
| BN BROOKFIELD CORP | 4.6% | Held | 8,715,741 | $539.1M |
| GOOG ALPHABET INC-CL C | 4.1% | Held | 2,749,860 | $487.8M |
| DE DEERE & CO | 3.8% | Added +0.0% | 877,900 | $446.4M |
| AMZN AMAZON.COM INC | 3.8% | Held | 2,030,760 | $445.5M |
| V VISA INC-CLASS A SHARES | 3.0% | Held | 999,285 | $354.8M |
| HD HOME DEPOT INC | 2.9% | Held | 920,000 | $337.3M |
| ADI ANALOG DEVICES INC | 2.3% | Held | 1,167,671 | $277.9M |
| MSFT MICROSOFT CORP | 2.2% | Added +0.9% | 527,480 | $262.4M |
| GS GOLDMAN SACHS GROUP INC | 2.2% | Held | 359,360 | $254.3M |
| DIS WALT DISNEY CO | 2.1% | Held | 2,031,665 | $251.9M |
| AAPL APPLE INC | 2.1% | Held | 1,227,290 | $251.8M |
| WSO WATSCO INC | 2.1% | Reduced −4.3% | 565,169 | $249.6M |
| BLK BLACKROCK INC | 2.0% | Held | 220,200 | $231.0M |
| META META PLATFORMS INC-CLASS A | 1.7% | Added +0.1% | 280,281 | $206.9M |
| LPLA LPL FINANCIAL HOLDINGS INC | 1.7% | Added +1.0% | 544,604 | $204.2M |
| PGR PROGRESSIVE CORP | 1.7% | Held | 753,750 | $201.1M |
| KKR KKR & CO INC | 1.6% | Held | 1,451,800 | $193.1M |
| BX BLACKSTONE INC | 1.6% | Held | 1,229,000 | $183.8M |
| RLI RLI CORP | 1.5% | Held | 2,394,544 | $172.9M |
| MRSH MARSH & MCLENNAN COS | 1.4% | Added +0.7% | 748,750 | $163.7M |
| LOW LOWE'S COS INC | 1.3% | Added +1.3% | 717,230 | $159.1M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 1.3% | Added +5.1% | 2,258,588 | $155.9M |
| AXP AMERICAN EXPRESS CO | 1.3% | Held | 484,250 | $154.5M |
| TXN TEXAS INSTRUMENTS INC | 1.3% | Held | 724,000 | $150.3M |
| APO APOLLO GLOBAL MANAGEMENT INC | 1.2% | Held | 1,012,500 | $143.6M |
| DEO DIAGEO PLC-SPONSORED ADR | 1.2% | Held | 1,366,708 | $137.8M |
| CAT CATERPILLAR INC | 1.1% | Added +0.2% | 328,650 | $127.6M |
| SCHW SCHWAB (CHARLES) CORP | 1.1% | Held | 1,364,800 | $124.5M |
| BAM BROOKFIELD ASSET MGMT-A | 1.0% | Held | 2,193,953 | $121.3M |
| MA MASTERCARD INC - A | 1.0% | Held | 207,540 | $116.6M |
| GD GENERAL DYNAMICS CORP | 1.0% | Held | 391,000 | $114.0M |
| MCO MOODY'S CORP | 0.9% | Held | 213,890 | $107.3M |
| GOOGL ALPHABET INC-CL A | 0.9% | Added +2.7% | 572,000 | $100.8M |
| DG DOLLAR GENERAL CORP | 0.8% | Held | 869,250 | $99.4M |
| HEI/A HEICO CORP-CLASS A | 0.8% | Held | 379,644 | $98.2M |
| FNV FRANCO-NEVADA CORP | 0.8% | Added +8.4% | 569,500 | $93.4M |
| JNJ JOHNSON & JOHNSON | 0.8% | Held | 610,800 | $93.3M |
| NVR NVR INC | 0.7% | Added +0.1% | 11,897 | $87.9M |
| LIN LINDE PLC | 0.7% | Added +3.1% | 186,600 | $87.5M |
| ADM ARCHER-DANIELS-MIDLAND CO | 0.7% | Added +1.5% | 1,573,800 | $83.1M |
| ROL ROLLINS INC | 0.7% | Added +0.5% | 1,469,275 | $82.9M |
| MSCI MSCI INC | 0.7% | Held | 142,850 | $82.4M |
| ITW ILLINOIS TOOL WORKS | 0.7% | Held | 327,500 | $81.0M |
| SPGI S&P GLOBAL INC | 0.7% | Held | 150,690 | $79.5M |
| ECL ECOLAB INC | 0.6% | Held | 274,300 | $73.9M |
| JPM JPMORGAN CHASE & CO | 0.6% | Held | 252,550 | $73.2M |
| CG CARLYLE GROUP INC | 0.6% | Held | 1,327,000 | $68.2M |
| NSC NORFOLK SOUTHERN CORP | 0.5% | Added +3.1% | 236,500 | $60.5M |
| SBUX STARBUCKS CORP | 0.5% | Held | 623,818 | $57.2M |
| ODFL OLD DOMINION FREIGHT LINE | 0.5% | Added +9.3% | 342,450 | $55.6M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.4% | Held | 116,720 | $52.2M |
| ROK ROCKWELL AUTOMATION INC | 0.4% | Held | 154,900 | $51.5M |
| VRSK VERISK ANALYTICS INC | 0.4% | Held | 155,950 | $48.6M |
| FDX FEDEX CORP | 0.4% | Held | 213,000 | $48.4M |
| THG HANOVER INSURANCE GROUP INC/ | 0.4% | Added +0.4% | 281,000 | $47.7M |
| ACN ACCENTURE PLC-CL A | 0.4% | Held | 159,400 | $47.6M |
| AON AON PLC-CLASS A | 0.4% | Added +0.3% | 129,800 | $46.3M |
| TSN TYSON FOODS INC-CL A | 0.4% | Added +2.2% | 816,000 | $45.6M |
| ITIC INVESTORS TITLE CO | 0.4% | Held | 213,300 | $45.1M |
| COST COSTCO WHOLESALE CORP | 0.3% | Held | 39,150 | $38.8M |
| CMCSA COMCAST CORP-CLASS A | 0.3% | Held | 961,880 | $34.3M |
| YUM YUM! BRANDS INC | 0.3% | Added +0.4% | 226,451 | $33.6M |
| RTX RTX CORP | 0.3% | Held | 224,000 | $32.7M |
| SHW SHERWIN-WILLIAMS CO | 0.3% | Held | 94,172 | $32.3M |
| NKE NIKE INC -CL B | 0.3% | Added +0.4% | 447,400 | $31.8M |
| HGTY HAGERTY INC-A | 0.3% | Held | 3,108,000 | $31.4M |
| ALL ALLSTATE CORP | 0.3% | Held | 154,550 | $31.1M |
| TROW T ROWE PRICE GROUP INC | 0.3% | Held | 314,000 | $30.3M |
| FERG FERGUSON ENTERPRISES INC | 0.2% | Added +9.3% | 134,500 | $29.3M |
| LMT LOCKHEED MARTIN CORP | 0.2% | Added +1.3% | 62,263 | $28.8M |
| ABNB AIRBNB INC-CLASS A | 0.2% | Added +15.3% | 212,003 | $28.1M |
| HCA HCA HEALTHCARE INC | 0.2% | Added +11.2% | 68,963 | $26.4M |
| CSCO CISCO SYSTEMS INC | 0.2% | Added +2.2% | 349,500 | $24.2M |
| URI UNITED RENTALS INC | 0.2% | Held | 31,150 | $23.5M |
| BF/A BROWN-FORMAN CORP-CLASS A | 0.2% | Held | 843,000 | $23.2M |
| UNP UNION PACIFIC CORP | 0.2% | Added +13.4% | 97,278 | $22.4M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,000 | $21.8M |
| PM PHILIP MORRIS INTERNATIONAL | 0.2% | Held | 114,500 | $20.9M |
| TMO THERMO FISHER SCIENTIFIC INC | 0.2% | Added +10.1% | 49,550 | $20.1M |
| SPOT SPOTIFY TECHNOLOGY SA | 0.2% | Held | 25,900 | $19.9M |
| CCK CROWN HOLDINGS INC | 0.2% | Held | 189,500 | $19.5M |
| COF CAPITAL ONE FINANCIAL CORP | 0.2% | Held | 91,000 | $19.4M |
| LAMR LAMAR ADVERTISING CO-A | 0.2% | Added +15.3% | 158,000 | $19.2M |
| EFX EQUIFAX INC | 0.2% | Held | 72,850 | $18.9M |
| APD AIR PRODUCTS & CHEMICALS INC | 0.2% | Held | 65,000 | $18.3M |
| MMM 3M CO | 0.2% | Reduced −59.7% | 118,250 | $18.0M |
| CARR CARRIER GLOBAL CORP | 0.1% | Held | 235,000 | $17.2M |
| RNR RENAISSANCERE HOLDINGS LTD | 0.1% | Held | 70,000 | $17.0M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.1% | Added +15.9% | 60,250 | $16.5M |
| WFC WELLS FARGO & CO | 0.1% | Held | 204,450 | $16.4M |
| SEIC SEI INVESTMENTS COMPANY | 0.1% | Held | 173,200 | $15.6M |
| CHH CHOICE HOTELS INTL INC | 0.1% | Held | 115,500 | $14.7M |
| TGT TARGET CORP | 0.1% | Held | 133,000 | $13.1M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.1% | Held | 474,187 | $12.8M |
| PEP PEPSICO INC | 0.1% | Held | 96,210 | $12.7M |
| SHOP SHOPIFY INC - CLASS A | 0.1% | Held | 102,750 | $11.9M |
| UBER UBER TECHNOLOGIES INC | 0.1% | Added +1.2% | 123,500 | $11.5M |
| OTIS OTIS WORLDWIDE CORP | 0.1% | Held | 114,620 | $11.3M |
| SMG SCOTTS MIRACLE-GRO CO | 0.1% | Held | 168,000 | $11.1M |
| BNY BANK OF NEW YORK MELLON CORP | 0.1% | Held | 121,500 | $11.1M |
| HXL HEXCEL CORP | 0.1% | Held | 189,000 | $10.7M |
| KMX CARMAX INC | 0.1% | Held | 136,500 | $9.2M |
| HSY HERSHEY CO | 0.1% | Held | 54,500 | $9.0M |
| TRU TRANSUNION | 0.1% | Held | 101,050 | $8.9M |
| SONY SONY GROUP CORP - SP ADR | 0.1% | Held | 335,000 | $8.7M |
| UNH UNITEDHEALTH GROUP INC | 0.1% | Reduced −5.4% | 26,500 | $8.3M |
| NSP INSPERITY INC | 0.1% | Held | 131,728 | $7.9M |
| IQV IQVIA HOLDINGS INC | 0.1% | Reduced −15.5% | 49,642 | $7.8M |
| OI O-I GLASS INC | 0.1% | Reduced −45.8% | 473,700 | $7.0M |
| FIX COMFORT SYSTEMS USA INC | 0.1% | Held | 13,000 | $7.0M |
| CME CME GROUP INC | 0.1% | Added +136.8% | 22,500 | $6.2M |
| EMN EASTMAN CHEMICAL CO | 0.0% | Held | 74,950 | $5.6M |
| ADBE ADOBE INC | 0.0% | New | 14,000 | $5.4M |
| HII HUNTINGTON INGALLS INDUSTRIE | 0.0% | Added +13.9% | 20,500 | $4.9M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.0% | Held | 5,200 | $4.9M |
| CE CELANESE CORP | 0.0% | Held | 81,300 | $4.5M |
| WRB WR BERKLEY CORP | 0.0% | Held | 60,750 | $4.5M |
| CBOE CBOE GLOBAL MARKETS INC | 0.0% | Added +216.7% | 19,000 | $4.4M |
| GPK GRAPHIC PACKAGING HOLDING CO | 0.0% | Reduced −62.3% | 174,000 | $3.7M |
| AMAT APPLIED MATERIALS INC | 0.0% | New | 16,500 | $3.0M |
| MGM MGM RESORTS INTERNATIONAL | 0.0% | Added +2.3% | 87,500 | $3.0M |
| AYI ACUITY INC | 0.0% | Held | 9,750 | $2.9M |
| BALL BALL CORP | 0.0% | Held | 51,000 | $2.9M |
| WTW WILLIS TOWERS WATSON PLC | 0.0% | Held | 8,627 | $2.6M |
| DPZ DOMINO'S PIZZA INC | 0.0% | Held | 5,500 | $2.5M |
| IT GARTNER INC | 0.0% | Held | 5,700 | $2.3M |
| INTU INTUIT INC | 0.0% | Held | 2,720 | $2.1M |
| CSX CSX CORP | 0.0% | New | 65,000 | $2.1M |
| EXP EAGLE MATERIALS INC | 0.0% | Added +157.1% | 9,000 | $1.8M |
| SYY SYSCO CORP | 0.0% | Added +166.7% | 24,000 | $1.8M |
| BC BRUNSWICK CORP | 0.0% | Held | 29,500 | $1.6M |
| CSGP COSTAR GROUP INC | 0.0% | Held | 18,600 | $1.5M |
| EL ESTEE LAUDER COMPANIES-CL A | 0.0% | Held | 15,000 | $1.2M |
| ICE INTERCONTINENTAL EXCHANGE IN | 0.0% | Held | 5,120 | $939K |
| BUD ANHEUSER-BUSCH INBEV-SPN ADR | 0.0% | Held | 11,000 | $756K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CABO CABLE ONE INC | 11,900 | $3.2M |
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.