Markel Group Inc.
Tom Gayner · As of Q3 2019 · filed Nov 1, 2019
| KMX CARMAX INC | 6.5% | Held | 4,913,070 | $432.4M |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 5.2% | Held | 1,096 | $341.8M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 4.8% | Added +0.1% | 1,525,157 | $317.3M |
| Brookfield Asset Management | 4.6% | Added +0.3% | 5,782,141 | $307.0M |
| DIS WALT DISNEY CO | 3.6% | Added +1.1% | 1,842,950 | $240.2M |
| DEO DIAGEO PLC-SPONSORED ADR | 3.3% | Held | 1,349,800 | $220.7M |
| HD HOME DEPOT INC | 3.2% | Held | 920,000 | $213.5M |
| MAR MARRIOTT INTERNATIONAL -CL A | 3.0% | Added +1.0% | 1,574,269 | $195.8M |
| DE DEERE & CO | 2.6% | Held | 1,005,900 | $169.7M |
| AMZN AMAZON.COM INC | 2.6% | Added +2.7% | 97,257 | $168.8M |
| V VISA INC-CLASS A SHARES | 2.5% | Added +1.2% | 949,500 | $163.3M |
| GOOG ALPHABET INC-CL C | 2.5% | Added +3.3% | 133,238 | $162.4M |
| UNH UNITEDHEALTH GROUP INC | 2.0% | Held | 599,000 | $130.2M |
| WBA* WALGREENS BOOTS ALLIANCE INC | 1.8% | Added +0.1% | 2,150,500 | $118.9M |
| RLI RLI CORP | 1.7% | Held | 1,197,272 | $111.2M |
| BLKCHF BLACKROCK INC | 1.5% | Added +2.1% | 217,200 | $96.8M |
| ADI ANALOG DEVICES INC | 1.4% | Added +3.8% | 843,811 | $94.3M |
| Unilever PLC ADR | 1.4% | Held | 1,527,600 | $91.8M |
| TXN TEXAS INSTRUMENTS INC | 1.4% | Added +3.9% | 703,500 | $90.9M |
| ADP AUTOMATIC DATA PROCESSING | 1.3% | Held | 530,700 | $85.7M |
| JNJ JOHNSON & JOHNSON | 1.2% | Held | 610,800 | $79.0M |
| GD GENERAL DYNAMICS CORP | 1.1% | Held | 387,000 | $70.7M |
| GS GOLDMAN SACHS GROUP INC | 1.0% | Added +12.3% | 334,190 | $69.3M |
| AAPL APPLE INC | 1.0% | Added +2.3% | 297,185 | $66.6M |
| MSFT MICROSOFT CORP | 1.0% | Added +3.8% | 463,200 | $64.4M |
| WSO WATSCO INC | 1.0% | Added +5.8% | 376,500 | $63.7M |
| LOW LOWE'S COS INC | 0.9% | Held | 570,000 | $62.7M |
| MRSH MARSH & MCLENNAN COS | 0.9% | Held | 609,500 | $61.0M |
| ADM ARCHER-DANIELS-MIDLAND CO | 0.9% | Held | 1,463,300 | $60.1M |
| ECL ECOLAB INC | 0.9% | Added +4.9% | 297,800 | $59.0M |
| BX BLACKSTONE INC | 0.9% | New | 1,206,000 | $58.9M |
| AXP AMERICAN EXPRESS CO | 0.8% | Added +4.5% | 471,300 | $55.7M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 0.8% | Held | 1,075,000 | $55.6M |
| MA MASTERCARD INC - A | 0.8% | Added +4.0% | 202,400 | $55.0M |
| ELV ELEVANCE HEALTH INC | 0.8% | Held | 224,000 | $53.8M |
| BF/A BROWN-FORMAN CORP-CLASS A | 0.8% | Held | 843,000 | $50.4M |
| TRV TRAVELERS COS INC | 0.7% | Held | 315,000 | $46.8M |
| ITW ILLINOIS TOOL WORKS | 0.7% | Added +13.9% | 286,000 | $44.8M |
| SBUX STARBUCKS CORP | 0.7% | Added +3.2% | 505,968 | $44.7M |
| SCHW SCHWAB (CHARLES) CORP | 0.7% | Added +1.1% | 1,069,000 | $44.7M |
| PGR PROGRESSIVE CORP | 0.7% | Added +7.4% | 578,000 | $44.6M |
| HAS HASBRO INC | 0.7% | Held | 364,000 | $43.2M |
| MCO MOODY'S CORP | 0.6% | Added +2.6% | 206,330 | $42.3M |
| SMG SCOTTS MIRACLE-GRO CO | 0.6% | Added +8.7% | 411,000 | $41.8M |
| NSC NORFOLK SOUTHERN CORP | 0.6% | Held | 229,500 | $41.2M |
| WHR WHIRLPOOL CORP | 0.6% | Added +7.9% | 256,099 | $40.6M |
| APOEUR APOLLO ASSET MANAGEMENT INC | 0.6% | New | 1,012,500 | $38.3M |
| MMM 3M CO | 0.6% | Added +7.2% | 223,000 | $36.7M |
| SPGI S&P GLOBAL INC | 0.5% | Held | 147,000 | $36.0M |
| BA BOEING CO | 0.5% | Held | 94,400 | $35.9M |
| TROW T ROWE PRICE GROUP INC | 0.5% | Held | 314,000 | $35.9M |
| KKR KKR & CO INC | 0.5% | Added +0.3% | 1,330,600 | $35.7M |
| CAT CATERPILLAR INC | 0.5% | Held | 278,000 | $35.1M |
| NKE NIKE INC -CL B | 0.5% | Held | 366,000 | $34.4M |
| ITIC INVESTORS TITLE CO | 0.5% | Held | 213,300 | $34.1M |
| Colfax Corporation | 0.5% | Held | 1,135,070 | $33.0M |
| HEI/A HEICO CORP-CLASS A | 0.5% | Added +3.7% | 338,344 | $32.9M |
| LYV LIVE NATION ENTERTAINMENT IN | 0.5% | Held | 488,700 | $32.4M |
| ACN ACCENTURE PLC-CL A | 0.5% | Held | 159,400 | $30.7M |
| UTXCHF RTX CORP | 0.5% | Held | 224,000 | $30.6M |
| The Carlyle Group | 0.5% | Held | 1,177,000 | $30.1M |
| MSCI MSCI INC | 0.5% | Held | 137,000 | $29.8M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.4% | Held | 474,187 | $29.8M |
| TSN TYSON FOODS INC-CL A | 0.4% | Added +8.2% | 336,500 | $29.0M |
| SRCLEUR STERICYCLE INC | 0.4% | Reduced −0.3% | 568,000 | $28.9M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.4% | Added +0.2% | 116,490 | $28.3M |
| ROL ROLLINS INC | 0.4% | Added +1.3% | 808,350 | $27.5M |
| NVR NVR INC | 0.4% | Added +29.4% | 7,255 | $27.0M |
| MHK MOHAWK INDUSTRIES INC | 0.4% | Added +55.5% | 213,000 | $26.4M |
| META META PLATFORMS INC-CLASS A | 0.4% | Added +0.6% | 142,390 | $25.4M |
| JPM JPMORGAN CHASE & CO | 0.4% | Added +11.0% | 209,210 | $24.6M |
| LUV SOUTHWEST AIRLINES CO | 0.4% | Added +22.3% | 435,500 | $23.5M |
| CMCSA COMCAST CORP-CLASS A | 0.4% | Added +1.8% | 521,000 | $23.5M |
| SEIC SEI INVESTMENTS COMPANY | 0.3% | Held | 383,200 | $22.7M |
| ROK ROCKWELL AUTOMATION INC | 0.3% | Added +5.3% | 134,600 | $22.2M |
| LSXMKUSD LIBERTY MEDIA COR-SIRIUSXM C | 0.3% | Held | 522,000 | $21.9M |
| LBRDA LIBERTY BROADBAND-A | 0.3% | Held | 205,250 | $21.5M |
| PH PARKER HANNIFIN CORP | 0.3% | Held | 118,600 | $21.4M |
| DAL DELTA AIR LINES INC | 0.3% | Added +21.1% | 362,000 | $20.9M |
| CVS CVS HEALTH CORP | 0.3% | Added +17.5% | 323,000 | $20.4M |
| PEP PEPSICO INC | 0.3% | Held | 145,600 | $20.0M |
| 99952EUR LINDE PLC/OLD | 0.3% | Held | 94,400 | $18.3M |
| 8L8C LIBERTY BROADBAND-C | 0.3% | Held | 172,113 | $18.0M |
| LM03 LIBERTY MEDIA COR-SIRIUSXM A | 0.3% | Held | 426,000 | $17.7M |
| SHW SHERWIN-WILLIAMS CO | 0.3% | Held | 31,000 | $17.0M |
| CSCO CISCO SYSTEMS INC | 0.3% | Held | 342,000 | $16.9M |
| DISCKUSD DISCOVERY INC-C | 0.3% | Reduced −42.4% | 677,000 | $16.7M |
| CHH CHOICE HOTELS INTL INC | 0.3% | Added +10.3% | 187,000 | $16.6M |
| GOOGL ALPHABET INC-CL A | 0.2% | Held | 12,500 | $15.3M |
| AIY ACTIVISION BLIZZARD INC | 0.2% | Added +6.8% | 280,800 | $14.9M |
| MCHP MICROCHIP TECHNOLOGY INC | 0.2% | Held | 159,000 | $14.8M |
| MXIM MAXIM INTEGRATED PRODUCTS | 0.2% | Held | 252,000 | $14.6M |
| HXL HEXCEL CORP | 0.2% | Added +8.8% | 173,000 | $14.2M |
| DLTR DOLLAR TREE INC | 0.2% | Held | 123,000 | $14.0M |
| UNP UNION PACIFIC CORP | 0.2% | Held | 85,370 | $13.8M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,000 | $12.4M |
| EA* ELECTRONIC ARTS INC | 0.2% | Added +2.5% | 122,400 | $12.0M |
| EFX EQUIFAX INC | 0.2% | Added +44.4% | 84,500 | $11.9M |
| VRSK VERISK ANALYTICS INC | 0.2% | Held | 74,000 | $11.7M |
| COST COSTCO WHOLESALE CORP | 0.2% | Held | 39,150 | $11.3M |
| FWONKUSD LIBERTY MEDIA CORP-LIBERTY-C | 0.2% | Held | 259,500 | $10.8M |
| IFF INTL FLAVORS & FRAGRANCES | 0.2% | Added +27.1% | 84,500 | $10.4M |
| AMT AMERICAN TOWER CORP | 0.2% | Added +27.0% | 45,100 | $10.0M |
| HCSG HEALTHCARE SERVICES GROUP | 0.1% | Added +87.5% | 396,500 | $9.6M |
| BNY BANK OF NEW YORK MELLON CORP | 0.1% | Added +157.5% | 206,000 | $9.3M |
| LM05 LIBERTY MEDIA CORP-LIBERTY-A | 0.1% | Held | 229,500 | $9.1M |
| PM PHILIP MORRIS INTERNATIONAL | 0.1% | Held | 114,500 | $8.7M |
| CDK CDK GLOBAL INC | 0.1% | Held | 176,897 | $8.5M |
| MCK MCKESSON CORP | 0.1% | Added +39.4% | 60,100 | $8.2M |
| WFC WELLS FARGO & CO | 0.1% | Added +127.5% | 153,800 | $7.8M |
| Aon Corporation | 0.1% | Held | 37,000 | $7.2M |
| CCK CROWN HOLDINGS INC | 0.1% | Added +34.7% | 101,000 | $6.7M |
| CABO CABLE ONE INC | 0.1% | Held | 5,200 | $6.5M |
| TRU TRANSUNION | 0.1% | Added +26.7% | 76,000 | $6.2M |
| ALB ALBEMARLE CORP | 0.1% | Held | 73,000 | $5.1M |
| LBTYAUSD LIBERTY GLOBAL PLC-A | 0.1% | Held | 179,000 | $4.4M |
| YUSD ALLEGHANY CORP | 0.1% | Held | 4,328 | $3.5M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.1% | Held | 5,200 | $3.5M |
| PAG PENSKE AUTOMOTIVE GROUP INC | 0.1% | Held | 72,000 | $3.4M |
| SHAK SHAKE SHACK INC - CLASS A | 0.0% | Reduced −8.8% | 30,000 | $2.9M |
| BALL BALL CORP | 0.0% | Added +933.3% | 31,000 | $2.3M |
| AN AUTONATION INC | 0.0% | Added +1.8% | 43,210 | $2.2M |
| TRUP TRUPANION INC | 0.0% | Added +208.0% | 77,000 | $2.0M |
| WRB WR BERKLEY CORP | 0.0% | Held | 27,000 | $1.9M |
| DHI DR HORTON INC | 0.0% | Added +148.4% | 29,447 | $1.6M |
| C CITIGROUP INC | 0.0% | Added +13.1% | 18,170 | $1.3M |
| BUD ANHEUSER-BUSCH INBEV-SPN ADR | 0.0% | Added +333.3% | 13,000 | $1.2M |
| KHC KRAFT HEINZ CO | 0.0% | New | 35,000 | $978K |
| LEN/B LENNAR CORP - B SHS | 0.0% | New | 21,750 | $965K |
| BKNG BOOKING HOLDINGS INC | 0.0% | Held | 200 | $393K |
| LEN LENNAR CORP-A | 0.0% | Added +20.4% | 5,900 | $330K |
| ILMN ILLUMINA INC | 0.0% | Held | 1,000 | $304K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BXUSD BLACKSTONE GROUP LP | 1,206,000 | $53.6M |
| Apollo Global Management - A | 1,012,500 | $34.7M |
| CME CME GROUP INC | 135,000 | $26.2M |
| OAK OAKTREE CAPITAL GROUP LLC | 362,000 | $17.9M |
| Sensata Technologies Holding | 82,000 | $4.0M |
| NXPI NXP SEMICONDUCTORS NV | 29,000 | $2.8M |
| SYF SYNCHRONY FINANCIAL | 10,556 | $366K |
| LILA LIBERTY LATIN AMERIC-CL A | 19,720 | $340K |
| GT GOODYEAR TIRE & RUBBER CO | 20,000 | $306K |
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.