Markel Group Inc.
Tom Gayner · As of Q3 2024 · filed Nov 1, 2024
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 6.9% | Held | 1,114 | $770.0M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 6.3% | Held | 1,531,971 | $705.1M |
| BN BROOKFIELD CORP | 4.2% | Held | 8,715,741 | $463.2M |
| GOOG ALPHABET INC-CL C | 4.1% | Held | 2,749,860 | $459.7M |
| AMZN AMAZON.COM INC | 3.4% | Held | 2,030,760 | $378.4M |
| HD HOME DEPOT INC | 3.4% | Held | 920,000 | $372.8M |
| DE DEERE & CO | 3.3% | Added +2.8% | 869,100 | $362.7M |
| WSO WATSCO INC | 2.6% | Added +2.0% | 582,500 | $286.5M |
| AAPL APPLE INC | 2.6% | Held | 1,227,290 | $286.0M |
| V VISA INC-CLASS A SHARES | 2.5% | Held | 999,285 | $274.8M |
| ADI ANALOG DEVICES INC | 2.4% | Held | 1,167,671 | $268.8M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 2.3% | Held | 2,150,000 | $256.0M |
| MSFT MICROSOFT CORP | 2.0% | Added +1.5% | 514,980 | $221.6M |
| BLKCHF BLACKROCK INC | 1.9% | Held | 220,200 | $209.1M |
| DIS WALT DISNEY CO | 1.8% | Held | 2,031,665 | $195.4M |
| DEO DIAGEO PLC-SPONSORED ADR | 1.7% | Held | 1,366,708 | $191.8M |
| PGR PROGRESSIVE CORP | 1.7% | Held | 753,750 | $191.3M |
| KKR KKR & CO INC | 1.7% | Held | 1,451,800 | $189.6M |
| BX BLACKSTONE INC | 1.7% | Held | 1,229,000 | $188.2M |
| LOW LOWE'S COS INC | 1.7% | Added +2.1% | 690,480 | $187.0M |
| RLI RLI CORP | 1.7% | Held | 1,197,272 | $185.6M |
| GS GOLDMAN SACHS GROUP INC | 1.6% | Held | 359,360 | $177.9M |
| MRSH MARSH & MCLENNAN COS | 1.5% | Added +2.3% | 722,500 | $161.2M |
| META META PLATFORMS INC-CLASS A | 1.4% | Added +1.6% | 275,231 | $157.6M |
| TXN TEXAS INSTRUMENTS INC | 1.3% | Held | 724,000 | $149.6M |
| AXP AMERICAN EXPRESS CO | 1.2% | Held | 484,250 | $131.3M |
| APO APOLLO GLOBAL MANAGEMENT INC | 1.1% | Held | 1,012,500 | $126.5M |
| CAT CATERPILLAR INC | 1.1% | Added +2.3% | 318,750 | $124.7M |
| LPLA LPL FINANCIAL HOLDINGS INC | 1.1% | Added +8.0% | 520,404 | $121.1M |
| GD GENERAL DYNAMICS CORP | 1.1% | Held | 391,000 | $118.2M |
| NVR NVR INC | 1.0% | Added +1.5% | 11,704 | $114.8M |
| BAM BROOKFIELD ASSET MGMT-A | 0.9% | Held | 2,193,953 | $103.8M |
| MA MASTERCARD INC - A | 0.9% | Held | 207,540 | $102.5M |
| MCO MOODY'S CORP | 0.9% | Held | 213,890 | $101.5M |
| JNJ JOHNSON & JOHNSON | 0.9% | Held | 610,800 | $99.0M |
| GOOGL ALPHABET INC-CL A | 0.8% | Held | 555,000 | $92.0M |
| SCHW SCHWAB (CHARLES) CORP | 0.8% | Reduced −1.2% | 1,350,800 | $87.5M |
| ADM ARCHER-DANIELS-MIDLAND CO | 0.8% | Held | 1,463,300 | $87.4M |
| ITW ILLINOIS TOOL WORKS | 0.8% | Held | 327,500 | $85.8M |
| MSCI MSCI INC | 0.7% | Held | 142,850 | $83.3M |
| SPGI S&P GLOBAL INC | 0.7% | Held | 150,690 | $77.8M |
| HEI/A HEICO CORP-CLASS A | 0.7% | Held | 379,644 | $77.4M |
| LIN LINDE PLC | 0.7% | Added +8.0% | 155,000 | $73.9M |
| ROL ROLLINS INC | 0.7% | Added +1.0% | 1,453,275 | $73.5M |
| ECL ECOLAB INC | 0.6% | Held | 274,300 | $70.0M |
| DG DOLLAR GENERAL CORP | 0.6% | Added +6.5% | 742,250 | $62.8M |
| ODFL OLD DOMINION FREIGHT LINE | 0.5% | Added +5.5% | 295,000 | $58.6M |
| SBUX STARBUCKS CORP | 0.5% | Added +5.6% | 600,318 | $58.5M |
| CG CARLYLE GROUP INC | 0.5% | Held | 1,327,000 | $57.1M |
| NSC NORFOLK SOUTHERN CORP | 0.5% | Held | 229,500 | $57.0M |
| ACN ACCENTURE PLC-CL A | 0.5% | Held | 159,400 | $56.3M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.5% | Held | 116,720 | $53.7M |
| FDX FEDEX CORP | 0.5% | Added +7.7% | 195,000 | $53.4M |
| JPM JPMORGAN CHASE & CO | 0.5% | Held | 252,550 | $53.3M |
| ITIC INVESTORS TITLE CO | 0.4% | Held | 213,300 | $49.0M |
| TSN TYSON FOODS INC-CL A | 0.4% | Added +0.5% | 789,500 | $47.0M |
| CMCSA COMCAST CORP-CLASS A | 0.4% | Held | 1,081,241 | $45.2M |
| FNV FRANCO-NEVADA CORP | 0.4% | Added +41.0% | 345,500 | $42.9M |
| ROK ROCKWELL AUTOMATION INC | 0.4% | Held | 154,900 | $41.6M |
| AON AON PLC-CLASS A | 0.4% | Added +5.4% | 120,150 | $41.6M |
| BF/A BROWN-FORMAN CORP-CLASS A | 0.4% | Held | 843,000 | $40.5M |
| MMM 3M CO | 0.4% | Held | 293,750 | $40.2M |
| VRSK VERISK ANALYTICS INC | 0.3% | Added +8.4% | 144,950 | $38.8M |
| NKE NIKE INC -CL B | 0.3% | Added +10.3% | 428,900 | $37.9M |
| THG HANOVER INSURANCE GROUP INC/ | 0.3% | Added +5.8% | 254,000 | $37.6M |
| SHW SHERWIN-WILLIAMS CO | 0.3% | Held | 94,172 | $35.9M |
| COST COSTCO WHOLESALE CORP | 0.3% | Held | 39,150 | $34.7M |
| TROW T ROWE PRICE GROUP INC | 0.3% | Held | 314,000 | $34.2M |
| LMT LOCKHEED MARTIN CORP | 0.3% | Held | 56,363 | $32.9M |
| HGTY HAGERTY INC-A | 0.3% | Held | 3,000,000 | $30.5M |
| ALL ALLSTATE CORP | 0.3% | Held | 154,550 | $29.3M |
| RTX CORPORATION | 0.2% | New | 224,000 | $27.1M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.2% | Held | 474,187 | $23.3M |
| TMO THERMO FISHER SCIENTIFIC INC | 0.2% | Added +20.4% | 35,400 | $21.9M |
| YUM YUM! BRANDS INC | 0.2% | Added +80.9% | 156,502 | $21.9M |
| EFX EQUIFAX INC | 0.2% | Reduced −25.5% | 72,850 | $21.4M |
| UNP UNION PACIFIC CORP | 0.2% | Held | 85,778 | $21.1M |
| URI UNITED RENTALS INC | 0.2% | Added +18.0% | 25,950 | $21.0M |
| CABO CABLE ONE INC | 0.2% | Added +11.6% | 60,050 | $21.0M |
| TGT TARGET CORP | 0.2% | Held | 133,000 | $20.7M |
| HCA HCA HEALTHCARE INC | 0.2% | Added +45.1% | 50,930 | $20.7M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,000 | $20.1M |
| RNR RENAISSANCERE HOLDINGS LTD | 0.2% | Held | 70,000 | $19.1M |
| CARR CARRIER GLOBAL CORP | 0.2% | Held | 235,000 | $18.9M |
| CSCO CISCO SYSTEMS INC | 0.2% | Held | 342,000 | $18.2M |
| CCK CROWN HOLDINGS INC | 0.2% | Held | 189,500 | $18.2M |
| WHR WHIRLPOOL CORP | 0.2% | Reduced −44.1% | 157,619 | $16.9M |
| FERG FERGUSON ENTERPRISES INC | 0.2% | New | 84,500 | $16.8M |
| PEP PEPSICO INC | 0.1% | Held | 96,210 | $16.4M |
| APD AIR PRODUCTS & CHEMICALS INC | 0.1% | Added +36.8% | 52,000 | $15.5M |
| CHH CHOICE HOTELS INTL INC | 0.1% | Added +4.5% | 115,500 | $15.0M |
| LAMR LAMAR ADVERTISING CO-A | 0.1% | Added +18.1% | 111,000 | $14.8M |
| SMG SCOTTS MIRACLE-GRO CO | 0.1% | Held | 168,000 | $14.6M |
| UNH UNITEDHEALTH GROUP INC | 0.1% | Added +15.6% | 24,064 | $14.1M |
| IQV IQVIA HOLDINGS INC | 0.1% | Held | 58,726 | $13.9M |
| PM PHILIP MORRIS INTERNATIONAL | 0.1% | Held | 114,500 | $13.9M |
| COF CAPITAL ONE FINANCIAL CORP | 0.1% | Held | 91,000 | $13.6M |
| AMT AMERICAN TOWER CORP | 0.1% | Held | 51,910 | $12.1M |
| SEIC SEI INVESTMENTS COMPANY | 0.1% | Held | 173,200 | $12.0M |
| OTIS OTIS WORLDWIDE CORP | 0.1% | Held | 114,620 | $11.9M |
| HXL HEXCEL CORP | 0.1% | Held | 189,000 | $11.7M |
| GPK GRAPHIC PACKAGING HOLDING CO | 0.1% | Added +17.9% | 394,725 | $11.7M |
| WFC WELLS FARGO & CO | 0.1% | Held | 204,450 | $11.5M |
| OI O-I GLASS INC | 0.1% | Added +20.8% | 814,100 | $10.7M |
| TRU TRANSUNION | 0.1% | Held | 101,050 | $10.6M |
| CE CELANESE CORP | 0.1% | Held | 77,800 | $10.6M |
| KMX CARMAX INC | 0.1% | Held | 136,500 | $10.6M |
| SPOT SPOTIFY TECHNOLOGY SA | 0.1% | Held | 25,900 | $9.5M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.1% | Added +63.6% | 36,000 | $8.9M |
| BNY BANK OF NEW YORK MELLON CORP | 0.1% | Held | 121,500 | $8.7M |
| EMN EASTMAN CHEMICAL CO | 0.1% | Held | 74,950 | $8.4M |
| SHOP SHOPIFY INC - CLASS A | 0.1% | Held | 102,750 | $8.2M |
| HSY HERSHEY CO | 0.1% | Added +67.4% | 36,000 | $6.9M |
| UBER UBER TECHNOLOGIES INC | 0.1% | Added +23.9% | 88,000 | $6.6M |
| SONY SONY GROUP CORP - SP ADR | 0.1% | Held | 67,000 | $6.5M |
| NSP INSPERITY INC | 0.1% | Added +32.6% | 70,143 | $6.2M |
| FIX COMFORT SYSTEMS USA INC | 0.0% | Held | 13,000 | $5.1M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.0% | Held | 5,200 | $4.3M |
| BALL BALL CORP | 0.0% | Held | 51,000 | $3.5M |
| WRB WR BERKLEY CORP | 0.0% | Added +50.0% | 60,750 | $3.4M |
| IT GARTNER INC | 0.0% | Held | 5,700 | $2.9M |
| WTW WILLIS TOWERS WATSON PLC | 0.0% | Held | 8,627 | $2.5M |
| ABNB AIRBNB INC-CLASS A | 0.0% | New | 19,150 | $2.4M |
| DPZ DOMINO'S PIZZA INC | 0.0% | New | 4,500 | $1.9M |
| INTU INTUIT INC | 0.0% | Held | 2,720 | $1.7M |
| CSGP COSTAR GROUP INC | 0.0% | Held | 18,600 | $1.4M |
| EL ESTEE LAUDER COMPANIES-CL A | 0.0% | New | 14,000 | $1.4M |
| DNB DUN & BRADSTREET HOLDINGS IN | 0.0% | Held | 115,000 | $1.3M |
| BC BRUNSWICK CORP | 0.0% | New | 14,000 | $1.2M |
| ICE INTERCONTINENTAL EXCHANGE IN | 0.0% | Held | 5,120 | $822K |
| BUD ANHEUSER-BUSCH INBEV-SPN ADR | 0.0% | Held | 11,000 | $729K |
| SOLV SOLVENTUM CORP | 0.0% | Reduced −99.0% | 750 | $52K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| RTX RTX CORP | 224,000 | $22.5M |
| FERG1GBX FERGUSON PLC | 70,500 | $13.7M |
| EA* ELECTRONIC ARTS INC | 49,800 | $6.9M |
| CBRL CRACKER BARREL OLD COUNTRY | 111,000 | $4.7M |
| CVS CVS HEALTH CORP | 47,000 | $2.8M |
| BROOKFIELD REINS LTD | 60,101 | $2.5M |
| ULS UL SOLUTIONS INC - CLASS A | 36,000 | $1.5M |
| HAGERTY INC | 540,000 | $1.1M |
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.