Markel Group Inc.
Tom Gayner · As of Q3 2017 · filed Oct 27, 2017
| KMX CARMAX INC | 7.4% | Held | 4,913,070 | $372.5M |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 6.0% | Held | 1,088 | $298.9M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 5.5% | Held | 1,511,607 | $277.1M |
| Brookfield Asset Management | 4.5% | Added +1.4% | 5,435,821 | $224.5M |
| DEO DIAGEO PLC-SPONSORED ADR | 3.6% | Added +0.1% | 1,349,800 | $178.3M |
| DIS WALT DISNEY CO | 3.3% | Added +0.7% | 1,699,200 | $167.5M |
| MAR MARRIOTT INTERNATIONAL -CL A | 3.3% | Held | 1,508,269 | $166.3M |
| WBA* WALGREENS BOOTS ALLIANCE INC | 3.3% | Held | 2,135,000 | $164.9M |
| HD HOME DEPOT INC | 3.0% | Held | 920,000 | $150.5M |
| DE DEERE & CO | 2.7% | Held | 1,095,400 | $137.6M |
| UNH UNITEDHEALTH GROUP INC | 2.6% | Held | 663,000 | $129.8M |
| V VISA INC-CLASS A SHARES | 1.9% | Added +1.1% | 914,300 | $96.2M |
| GOOG ALPHABET INC-CL C | 1.9% | Added +11.5% | 97,031 | $93.1M |
| Unilever PLC ADR | 1.8% | Held | 1,527,600 | $88.5M |
| BLKCHF BLACKROCK INC | 1.6% | Added +2.9% | 180,000 | $80.5M |
| GD GENERAL DYNAMICS CORP | 1.6% | Held | 387,000 | $79.6M |
| JNJ JOHNSON & JOHNSON | 1.6% | Held | 610,800 | $79.4M |
| AMZN AMAZON.COM INC | 1.5% | Added +14.3% | 80,000 | $76.9M |
| RLI RLI CORP | 1.4% | Held | 1,197,272 | $68.7M |
| WPC WP CAREY INC | 1.3% | Held | 950,200 | $64.0M |
| ADM ARCHER-DANIELS-MIDLAND CO | 1.2% | Held | 1,463,300 | $62.2M |
| ADP AUTOMATIC DATA PROCESSING | 1.2% | Held | 530,700 | $58.0M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 1.0% | Held | 1,075,000 | $51.8M |
| MRSH MARSH & MCLENNAN COS | 1.0% | Held | 609,500 | $51.1M |
| Monsanto Co | 0.9% | Held | 396,700 | $47.5M |
| Colfax Corporation | 0.9% | Held | 1,135,070 | $47.3M |
| TXN TEXAS INSTRUMENTS INC | 0.9% | Added +5.6% | 526,000 | $47.2M |
| BF/A BROWN-FORMAN CORP-CLASS A | 0.9% | Held | 843,000 | $46.9M |
| ADI ANALOG DEVICES INC | 0.9% | Added +4.3% | 537,811 | $46.3M |
| SCHW SCHWAB (CHARLES) CORP | 0.9% | Held | 1,057,000 | $46.2M |
| LOW LOWE'S COS INC | 0.9% | Held | 570,000 | $45.6M |
| EXMOC EXXON MOBIL CORP | 0.9% | Reduced −42.3% | 544,800 | $44.7M |
| MMM 3M CO | 0.9% | Held | 204,000 | $42.8M |
| ELV ELEVANCE HEALTH INC | 0.8% | Held | 224,000 | $42.5M |
| OAK OAKTREE CAPITAL GROUP LLC | 0.8% | Added +4.2% | 886,500 | $41.7M |
| MCO MOODY'S CORP | 0.8% | Held | 290,000 | $40.4M |
| TRV TRAVELERS COS INC | 0.8% | Held | 315,000 | $38.6M |
| ITIC INVESTORS TITLE CO | 0.8% | Held | 213,300 | $38.2M |
| WSO WATSCO INC | 0.8% | Added +7.3% | 235,500 | $37.9M |
| HAS HASBRO INC | 0.7% | Held | 364,000 | $35.6M |
| AXP AMERICAN EXPRESS CO | 0.7% | Held | 386,000 | $34.9M |
| CAT CATERPILLAR INC | 0.7% | Held | 278,000 | $34.7M |
| ITW ILLINOIS TOOL WORKS | 0.7% | Held | 230,000 | $34.0M |
| NSC NORFOLK SOUTHERN CORP | 0.6% | Held | 229,500 | $30.3M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.6% | Held | 164,000 | $29.5M |
| ECL ECOLAB INC | 0.6% | Added +4.6% | 228,800 | $29.4M |
| TROW T ROWE PRICE GROUP INC | 0.6% | Held | 314,000 | $28.5M |
| BXUSD BLACKSTONE GROUP LP | 0.6% | Added +11.8% | 850,000 | $28.4M |
| MA MASTERCARD INC - A | 0.5% | Added +5.8% | 182,100 | $25.7M |
| BA BOEING CO | 0.5% | Added +13.2% | 94,400 | $24.0M |
| MSFT MICROSOFT CORP | 0.5% | Added +11.4% | 312,000 | $23.2M |
| SPGI S&P GLOBAL INC | 0.5% | Held | 147,000 | $23.0M |
| ROK ROCKWELL AUTOMATION INC | 0.5% | Added +8.5% | 127,800 | $22.8M |
| LSXMKUSD LIBERTY MEDIA COR-SIRIUSXM C | 0.4% | Held | 522,000 | $21.9M |
| CVS CVS HEALTH CORP | 0.4% | Held | 267,000 | $21.7M |
| ACN ACCENTURE PLC-CL A | 0.4% | Added +7.4% | 159,400 | $21.5M |
| DISCKUSD DISCOVERY INC-C | 0.4% | Added +6.5% | 1,028,000 | $20.8M |
| PH PARKER HANNIFIN CORP | 0.4% | Added +9.2% | 118,600 | $20.8M |
| Apollo Global Management - A | 0.4% | Added +17.1% | 685,000 | $20.6M |
| ROL ROLLINS INC | 0.4% | Added +7.3% | 443,700 | $20.5M |
| KKR & Co LLC | 0.4% | Added +13.5% | 967,000 | $19.7M |
| LBRDA LIBERTY BROADBAND-A | 0.4% | Added +12.0% | 205,250 | $19.3M |
| UTXCHF RTX CORP | 0.4% | Added +8.2% | 165,000 | $19.2M |
| NKE NIKE INC -CL B | 0.4% | Added +1.4% | 366,000 | $19.0M |
| The Carlyle Group | 0.4% | Added +15.2% | 797,000 | $18.8M |
| SEIC SEI INVESTMENTS COMPANY | 0.4% | Held | 306,200 | $18.7M |
| META META PLATFORMS INC-CLASS A | 0.4% | Added +10.2% | 108,500 | $18.5M |
| CME CME GROUP INC | 0.4% | Held | 135,000 | $18.3M |
| LYV LIVE NATION ENTERTAINMENT IN | 0.4% | Added +13.9% | 417,700 | $18.2M |
| LM03 LIBERTY MEDIA COR-SIRIUSXM A | 0.4% | Held | 426,000 | $17.8M |
| JPM JPMORGAN CHASE & CO | 0.3% | Held | 183,000 | $17.5M |
| AAPL APPLE INC | 0.3% | Added +9.7% | 113,100 | $17.4M |
| SRCLEUR STERICYCLE INC | 0.3% | Added +17.8% | 232,000 | $16.6M |
| 8L8C LIBERTY BROADBAND-C | 0.3% | Held | 172,113 | $16.4M |
| PEP PEPSICO INC | 0.3% | Held | 145,600 | $16.2M |
| MSCI MSCI INC | 0.3% | Held | 137,000 | $16.0M |
| PM PHILIP MORRIS INTERNATIONAL | 0.3% | Held | 114,500 | $12.7M |
| TSN TYSON FOODS INC-CL A | 0.2% | Added +25.4% | 178,000 | $12.5M |
| GOOGL ALPHABET INC-CL A | 0.2% | Held | 12,500 | $12.2M |
| PXGBX PRAXAIR INC | 0.2% | Added +13.4% | 84,400 | $11.8M |
| CSCO CISCO SYSTEMS INC | 0.2% | Held | 342,000 | $11.5M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.2% | Held | 210,750 | $11.4M |
| CDK CDK GLOBAL INC | 0.2% | Held | 176,897 | $11.2M |
| HEI/A HEICO CORP-CLASS A | 0.2% | Added +13.1% | 138,375 | $10.5M |
| ALB ALBEMARLE CORP | 0.2% | Added +25.9% | 73,000 | $10.0M |
| FWONKUSD LIBERTY MEDIA CORP-LIBERTY-C | 0.2% | Held | 259,500 | $9.9M |
| UNP UNION PACIFIC CORP | 0.2% | Held | 84,600 | $9.8M |
| MXIM MAXIM INTEGRATED PRODUCTS | 0.2% | Added +5.3% | 197,000 | $9.4M |
| GS GOLDMAN SACHS GROUP INC | 0.2% | Added +128.7% | 39,100 | $9.3M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,000 | $9.0M |
| PCAR PACCAR INC | 0.2% | Held | 118,300 | $8.6M |
| CMCSA COMCAST CORP-CLASS A | 0.2% | Held | 211,000 | $8.1M |
| Sensata Technologies Holding | 0.2% | Added +13.5% | 168,000 | $8.1M |
| DLTR DOLLAR TREE INC | 0.2% | Added +41.9% | 88,000 | $7.6M |
| ACTEUR ALLERGAN PLC | 0.1% | Held | 33,000 | $6.8M |
| PDCOEUR PATTERSON COS INC | 0.1% | Held | 168,000 | $6.5M |
| COST COSTCO WHOLESALE CORP | 0.1% | Held | 39,000 | $6.4M |
| VRSK VERISK ANALYTICS INC | 0.1% | Held | 73,000 | $6.1M |
| LM05 LIBERTY MEDIA CORP-LIBERTY-A | 0.1% | Added +21.6% | 157,500 | $5.7M |
| Aon Corporation | 0.1% | Held | 37,000 | $5.4M |
| ACNT ASCENT INDUSTRIES CO | 0.1% | Held | 414,804 | $5.2M |
| BGUSD BUNGE LTD | 0.1% | Held | 71,800 | $5.0M |
| HXL HEXCEL CORP | 0.1% | Added +32.3% | 86,000 | $4.9M |
| AMT AMERICAN TOWER CORP | 0.1% | Held | 35,500 | $4.9M |
| Rockwell Collins Inc | 0.1% | Added +32.1% | 37,000 | $4.8M |
| LBTYAUSD LIBERTY GLOBAL PLC-A | 0.1% | Added +5.1% | 124,000 | $4.2M |
| MCK MCKESSON CORP | 0.1% | Added +72.8% | 26,100 | $4.0M |
| CABO CABLE ONE INC | 0.1% | Held | 5,200 | $3.8M |
| RBAGBP RITCHIE BROS AUCTIONEERS | 0.1% | Held | 114,000 | $3.6M |
| PAG PENSKE AUTOMOTIVE GROUP INC | 0.1% | Added +16.1% | 72,000 | $3.4M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.1% | Held | 5,200 | $3.0M |
| Brookfield Business Partners | 0.1% | Held | 101,594 | $3.0M |
| HCSG HEALTHCARE SERVICES GROUP | 0.1% | Held | 55,000 | $3.0M |
| CHH CHOICE HOTELS INTL INC | 0.1% | Added +66.7% | 45,000 | $2.9M |
| FLS FLOWSERVE CORP | 0.1% | Added +17.5% | 67,000 | $2.9M |
| SBUX STARBUCKS CORP | 0.1% | Added +33.3% | 52,000 | $2.8M |
| GILD GILEAD SCIENCES INC | 0.1% | Held | 33,000 | $2.7M |
| HSY HERSHEY CO | 0.1% | Held | 24,100 | $2.6M |
| BATRKUSD LIBERTY MEDIA CORP-BRAVES C | 0.1% | Held | 99,788 | $2.5M |
| YUSD ALLEGHANY CORP | 0.0% | Held | 4,328 | $2.4M |
| General Electric | 0.0% | Added +137.5% | 95,000 | $2.3M |
| IBM INTL BUSINESS MACHINES CORP | 0.0% | Held | 15,700 | $2.3M |
| VFC VF CORP | 0.0% | Held | 30,800 | $2.0M |
| BDX BECTON DICKINSON AND CO | 0.0% | Held | 9,000 | $1.8M |
| UA UNDER ARMOUR INC-CLASS C | 0.0% | Added +83.3% | 110,000 | $1.7M |
| BAX BAXTER INTERNATIONAL INC | 0.0% | Held | 22,000 | $1.4M |
| WRB WR BERKLEY CORP | 0.0% | Added +125.0% | 18,000 | $1.2M |
| IFF INTL FLAVORS & FRAGRANCES | 0.0% | New | 8,000 | $1.1M |
| BATRAUSD LIBERTY MEDIA CORP-BRAVES A | 0.0% | Held | 42,600 | $1.1M |
| MCHP MICROCHIP TECHNOLOGY INC | 0.0% | New | 8,000 | $718K |
| GT GOODYEAR TIRE & RUBBER CO | 0.0% | New | 20,000 | $665K |
| BMY BRISTOL-MYERS SQUIBB CO | 0.0% | Held | 10,000 | $637K |
| HRL HORMEL FOODS CORP | 0.0% | Added +171.4% | 19,000 | $611K |
| Priceline Group Inc | 0.0% | Held | 200 | $366K |
| MRK MERCK & CO. INC. | 0.0% | Held | 5,600 | $359K |
| 99998USD LIBERTY GLOBAL PLC LILAC - A | 0.0% | Held | 14,720 | $350K |
| HEI HEICO CORP | 0.0% | Held | 3,750 | $337K |
| NVS NOVARTIS AG-SPONSORED ADR | 0.0% | Held | 3,700 | $318K |
| SLB SLB LTD | 0.0% | Held | 4,000 | $279K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CLBUSD CORE LABORATORIES N.V. | 110,000 | $11.1M |
| NXPI NXP SEMICONDUCTORS NV | 35,000 | $3.8M |
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.