Markel Group Inc.
Tom Gayner · As of Q3 2020 · filed Oct 30, 2020
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 6.0% | Held | 1,114 | $356.5M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 5.5% | Held | 1,531,687 | $326.2M |
| AMZN AMAZON.COM INC | 5.3% | Held | 98,442 | $310.0M |
| Brookfield Asset Management | 4.9% | Held | 8,700,661 | $287.6M |
| HD HOME DEPOT INC | 4.3% | Held | 920,000 | $255.5M |
| DIS WALT DISNEY CO | 3.9% | Held | 1,862,380 | $231.1M |
| GOOG ALPHABET INC-CL C | 3.4% | Held | 137,493 | $202.1M |
| V VISA INC-CLASS A SHARES | 3.2% | Held | 956,650 | $191.3M |
| DEO DIAGEO PLC-SPONSORED ADR | 3.2% | Held | 1,349,800 | $185.8M |
| DE DEERE & CO | 2.8% | Held | 755,800 | $167.5M |
| AAPL APPLE INC | 2.4% | Added +300.0% | 1,202,540 | $139.3M |
| BLKCHF BLACKROCK INC | 2.1% | Held | 220,200 | $124.1M |
| ADI ANALOG DEVICES INC | 1.8% | Held | 885,811 | $103.4M |
| TXN TEXAS INSTRUMENTS INC | 1.8% | Held | 724,000 | $103.4M |
| MSFT MICROSOFT CORP | 1.7% | Held | 478,620 | $100.7M |
| RLI RLI CORP | 1.7% | Held | 1,197,272 | $100.2M |
| LOW LOWE'S COS INC | 1.7% | Held | 588,500 | $97.6M |
| WSO WATSCO INC | 1.6% | Held | 397,000 | $92.5M |
| JNJ JOHNSON & JOHNSON | 1.5% | Held | 610,800 | $90.9M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 1.3% | Held | 1,075,000 | $74.6M |
| MA MASTERCARD INC - A | 1.2% | Held | 207,370 | $70.1M |
| MRSH MARSH & MCLENNAN COS | 1.2% | Held | 609,500 | $69.9M |
| GS GOLDMAN SACHS GROUP INC | 1.2% | Held | 342,800 | $68.9M |
| ADM ARCHER-DANIELS-MIDLAND CO | 1.2% | Held | 1,478,300 | $68.7M |
| BX BLACKSTONE INC | 1.1% | Held | 1,229,000 | $64.2M |
| PGR PROGRESSIVE CORP | 1.1% | Held | 674,500 | $63.9M |
| ITW ILLINOIS TOOL WORKS | 1.1% | Held | 327,500 | $63.3M |
| ECL ECOLAB INC | 1.0% | Held | 309,300 | $61.8M |
| MCO MOODY'S CORP | 1.0% | Held | 211,080 | $61.2M |
| BF/A BROWN-FORMAN CORP-CLASS A | 1.0% | Held | 843,000 | $57.9M |
| GD GENERAL DYNAMICS CORP | 0.9% | Held | 387,000 | $53.6M |
| SPGI S&P GLOBAL INC | 0.9% | Held | 147,000 | $53.0M |
| WHR WHIRLPOOL CORP | 0.8% | Held | 270,939 | $49.8M |
| NSC NORFOLK SOUTHERN CORP | 0.8% | Held | 229,500 | $49.1M |
| MSCI MSCI INC | 0.8% | Held | 137,000 | $48.9M |
| AXP AMERICAN EXPRESS CO | 0.8% | Held | 483,950 | $48.5M |
| KKR KKR & CO INC | 0.8% | Held | 1,379,400 | $47.4M |
| NKE NIKE INC -CL B | 0.8% | Held | 366,000 | $45.9M |
| SBUX STARBUCKS CORP | 0.8% | Held | 527,818 | $45.4M |
| APOEUR APOLLO ASSET MANAGEMENT INC | 0.8% | Held | 1,012,500 | $45.3M |
| ROL ROLLINS INC | 0.8% | Held | 828,850 | $44.9M |
| CAT CATERPILLAR INC | 0.7% | Held | 287,500 | $42.9M |
| TROW T ROWE PRICE GROUP INC | 0.7% | Held | 314,000 | $40.3M |
| SCHW SCHWAB (CHARLES) CORP | 0.7% | Held | 1,095,300 | $39.7M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.7% | Held | 116,680 | $39.1M |
| NVR NVR INC | 0.7% | Held | 9,495 | $38.8M |
| META META PLATFORMS INC-CLASS A | 0.6% | Held | 145,000 | $38.0M |
| MMM 3M CO | 0.6% | Held | 234,200 | $37.5M |
| SRCLEUR STERICYCLE INC | 0.6% | Held | 593,700 | $37.4M |
| ACN ACCENTURE PLC-CL A | 0.6% | Held | 159,400 | $36.0M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.6% | Held | 474,187 | $35.7M |
| Colfax Corporation | 0.6% | Held | 1,135,070 | $35.6M |
| ROK ROCKWELL AUTOMATION INC | 0.5% | Held | 142,100 | $31.4M |
| HEI/A HEICO CORP-CLASS A | 0.5% | Held | 343,144 | $30.4M |
| CG CARLYLE GROUP INC | 0.5% | Held | 1,222,000 | $30.1M |
| LBRDA LIBERTY BROADBAND-A | 0.5% | Held | 205,250 | $29.1M |
| MHK MOHAWK INDUSTRIES INC | 0.5% | Held | 295,000 | $28.8M |
| ITIC INVESTORS TITLE CO | 0.5% | Held | 213,300 | $27.7M |
| 8L8C LIBERTY BROADBAND-C | 0.4% | Held | 172,113 | $24.6M |
| CMCSA COMCAST CORP-CLASS A | 0.4% | Held | 522,000 | $24.1M |
| AIY ACTIVISION BLIZZARD INC | 0.4% | Held | 283,800 | $23.0M |
| 99952EUR LINDE PLC/OLD | 0.4% | Held | 94,400 | $22.5M |
| TSN TYSON FOODS INC-CL A | 0.4% | Held | 369,000 | $21.9M |
| SHW SHERWIN-WILLIAMS CO | 0.4% | Held | 31,000 | $21.6M |
| JPM JPMORGAN CHASE & CO | 0.4% | Held | 217,350 | $20.9M |
| SEIC SEI INVESTMENTS COMPANY | 0.3% | Held | 383,200 | $19.4M |
| CVS CVS HEALTH CORP | 0.3% | Held | 332,000 | $19.4M |
| GOOGL ALPHABET INC-CL A | 0.3% | Held | 12,500 | $18.3M |
| EFX EQUIFAX INC | 0.3% | Held | 114,000 | $17.9M |
| LSXMKUSD LIBERTY MEDIA COR-SIRIUSXM C | 0.3% | Held | 522,000 | $17.3M |
| MXIM MAXIM INTEGRATED PRODUCTS | 0.3% | Held | 252,000 | $17.0M |
| UNP UNION PACIFIC CORP | 0.3% | Held | 85,370 | $16.8M |
| MCHP MICROCHIP TECHNOLOGY INC | 0.3% | Held | 163,000 | $16.8M |
| EA* ELECTRONIC ARTS INC | 0.3% | Held | 125,200 | $16.3M |
| HCSG HEALTHCARE SERVICES GROUP | 0.3% | Held | 698,500 | $15.0M |
| LM03 LIBERTY MEDIA COR-SIRIUSXM A | 0.2% | Held | 426,000 | $14.1M |
| COST COSTCO WHOLESALE CORP | 0.2% | Held | 39,150 | $13.9M |
| VRSK VERISK ANALYTICS INC | 0.2% | Held | 74,000 | $13.7M |
| CSCO CISCO SYSTEMS INC | 0.2% | Held | 342,000 | $13.5M |
| PEP PEPSICO INC | 0.2% | Held | 95,600 | $13.3M |
| IFF INTL FLAVORS & FRAGRANCES | 0.2% | Held | 107,000 | $13.1M |
| RTX RTX CORP | 0.2% | Held | 224,000 | $12.9M |
| AMT AMERICAN TOWER CORP | 0.2% | Held | 51,150 | $12.4M |
| BNY BANK OF NEW YORK MELLON CORP | 0.2% | Held | 350,000 | $12.0M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,000 | $12.0M |
| TRUP TRUPANION INC | 0.2% | Held | 133,300 | $10.5M |
| CABO CABLE ONE INC | 0.2% | Held | 5,200 | $9.8M |
| CCK CROWN HOLDINGS INC | 0.2% | Held | 116,000 | $8.9M |
| PM PHILIP MORRIS INTERNATIONAL | 0.1% | Held | 114,500 | $8.6M |
| TRU TRANSUNION | 0.1% | Held | 94,500 | $8.0M |
| Aon Corporation | 0.1% | Held | 37,000 | $7.6M |
| OTIS OTIS WORLDWIDE CORP | 0.1% | Held | 112,000 | $7.0M |
| CARR CARRIER GLOBAL CORP | 0.1% | Held | 224,000 | $6.8M |
| ALB ALBEMARLE CORP | 0.1% | Held | 76,000 | $6.8M |
| HXL HEXCEL CORP | 0.1% | Held | 189,000 | $6.3M |
| OI O-I GLASS INC | 0.1% | Held | 444,000 | $4.7M |
| WFC WELLS FARGO & CO | 0.1% | Held | 195,450 | $4.6M |
| BALL BALL CORP | 0.1% | Held | 46,000 | $3.8M |
| LBTYAUSD LIBERTY GLOBAL PLC-A | 0.1% | Held | 179,000 | $3.8M |
| YUSD ALLEGHANY CORP | 0.0% | Held | 4,328 | $2.3M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.0% | Held | 5,200 | $2.1M |
| SHAK SHAKE SHACK INC - CLASS A | 0.0% | Held | 30,600 | $2.0M |
| WRB WR BERKLEY CORP | 0.0% | Held | 27,000 | $1.7M |
| GWRE GUIDEWIRE SOFTWARE INC | 0.0% | Held | 13,000 | $1.4M |
| ILMN ILLUMINA INC | 0.0% | Held | 4,000 | $1.2M |
| DHI DR HORTON INC | 0.0% | Held | 13,999 | $1.1M |
| C CITIGROUP INC | 0.0% | Held | 22,620 | $975K |
| LEN/B LENNAR CORP - B SHS | 0.0% | Held | 13,000 | $854K |
| LAMR LAMAR ADVERTISING CO-A | 0.0% | Held | 8,500 | $562K |
| EMN EASTMAN CHEMICAL CO | 0.0% | Held | 6,000 | $469K |
| MTCH MATCH GROUP INC | 0.0% | New | 3,561 | $394K |
| TWTR TWITTER INC | 0.0% | Held | 8,500 | $378K |
| PYPL PAYPAL HOLDINGS INC | 0.0% | Held | 1,830 | $361K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| IACIEUR IAC/INTERACTIVECORP | 1,650 | $525K |
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.