Markel Group Inc.
Tom Gayner · As of Q4 2013 · filed Feb 11, 2014
| KMX CARMAX INC | 7.5% | Reduced −0.2% | 5,026,288 | $236.3M |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 6.2% | Held | 1,094 | $194.6M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 5.7% | Reduced −0.3% | 1,527,257 | $181.1M |
| DEO DIAGEO PLC-SPONSORED ADR | 5.1% | Reduced −0.1% | 1,210,820 | $160.3M |
| Brookfield Asset Management | 3.9% | Added +1.6% | 3,217,573 | $124.9M |
| Walgreen | 3.9% | Reduced −0.1% | 2,147,450 | $123.3M |
| DIS WALT DISNEY CO | 3.6% | Reduced −0.2% | 1,508,500 | $115.2M |
| FRFHF FAIRFAX FINANCIAL HLDGS LTD | 3.5% | Held | 279,459 | $111.8M |
| WMT WALMART INC | 2.8% | Added +1.4% | 1,130,000 | $88.9M |
| EXMOC EXXON MOBIL CORP | 2.8% | Added +2.4% | 877,266 | $88.8M |
| UPS UNITED PARCEL SERVICE-CL B | 2.4% | Reduced −0.3% | 735,800 | $77.3M |
| HD HOME DEPOT INC | 2.4% | Reduced −0.3% | 935,900 | $77.1M |
| General Electric | 2.3% | Added +5.9% | 2,598,300 | $72.8M |
| Colfax Corporation | 2.2% | Held | 1,085,070 | $69.1M |
| MAR MARRIOTT INTERNATIONAL -CL A | 2.1% | Added +0.2% | 1,342,533 | $66.3M |
| FHI FEDERATED HERMES INC | 2.0% | Reduced −0.0% | 2,155,700 | $62.1M |
| ADM ARCHER-DANIELS-MIDLAND CO | 1.9% | Held | 1,383,800 | $60.1M |
| RLI RLI CORP | 1.9% | Held | 601,260 | $58.6M |
| WPC WP CAREY INC | 1.8% | Reduced −0.0% | 953,200 | $58.5M |
| JNJ JOHNSON & JOHNSON | 1.7% | Reduced −0.0% | 580,600 | $53.2M |
| UNH UNITEDHEALTH GROUP INC | 1.4% | Added +5.3% | 606,900 | $45.7M |
| BUD ANHEUSER-BUSCH INBEV-SPN ADR | 1.4% | Reduced −0.2% | 411,600 | $43.8M |
| ADP AUTOMATIC DATA PROCESSING | 1.4% | Reduced −0.1% | 532,100 | $43.0M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 1.3% | Reduced −0.2% | 221,200 | $40.9M |
| GD GENERAL DYNAMICS CORP | 1.2% | Reduced −0.2% | 398,400 | $38.1M |
| AXP AMERICAN EXPRESS CO | 1.0% | Reduced −0.5% | 352,500 | $32.0M |
| BF/A BROWN-FORMAN CORP-CLASS A | 1.0% | Held | 425,490 | $31.4M |
| MSFT MICROSOFT CORP | 1.0% | Added +2.8% | 825,100 | $30.9M |
| V VISA INC-CLASS A SHARES | 1.0% | Added +11.4% | 136,600 | $30.4M |
| MMM 3M CO | 0.9% | Held | 205,700 | $28.8M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 0.9% | Reduced −0.0% | 699,900 | $28.1M |
| LOW LOWE'S COS INC | 0.9% | Reduced −0.1% | 560,400 | $27.8M |
| SCHW SCHWAB (CHARLES) CORP | 0.8% | Reduced −0.4% | 999,700 | $26.0M |
| INTC INTEL CORP | 0.8% | Added +16.2% | 998,700 | $25.9M |
| ORCL ORACLE CORP | 0.8% | Reduced −0.2% | 641,500 | $24.5M |
| CAT CATERPILLAR INC | 0.7% | Reduced −0.1% | 242,000 | $22.0M |
| TROW T ROWE PRICE GROUP INC | 0.7% | Held | 250,500 | $21.0M |
| ITW ILLINOIS TOOL WORKS | 0.6% | Reduced −0.7% | 241,200 | $20.3M |
| Liberty Media | 0.6% | Added +21.8% | 134,000 | $19.6M |
| NOVEUR NATIONAL OILWELL VARCO INC | 0.6% | Added +14.7% | 242,000 | $19.2M |
| BLKCHF BLACKROCK INC | 0.6% | Added +78.4% | 59,400 | $18.8M |
| International Game Technology | 0.6% | Reduced −12.8% | 1,031,700 | $18.7M |
| MCD MCDONALD'S CORP | 0.6% | Reduced −0.2% | 184,700 | $17.9M |
| ITIC INVESTORS TITLE CO | 0.6% | Reduced −0.1% | 216,100 | $17.5M |
| SLB SLB LTD | 0.5% | Added +13.0% | 174,000 | $15.7M |
| COF CAPITAL ONE FINANCIAL CORP | 0.5% | Held | 187,400 | $14.4M |
| Google | 0.4% | Added +5.0% | 12,500 | $14.0M |
| MCO MOODY'S CORP | 0.4% | Added +14.2% | 177,400 | $13.9M |
| ACNT ASCENT INDUSTRIES CO | 0.4% | Held | 785,343 | $12.1M |
| HAS HASBRO INC | 0.4% | Added +14.7% | 218,800 | $12.0M |
| CVX CHEVRON CORP | 0.4% | Added +25.0% | 95,000 | $11.9M |
| BRO BROWN & BROWN INC | 0.4% | Held | 365,628 | $11.5M |
| EMR EMERSON ELECTRIC CO | 0.4% | Reduced −0.1% | 162,900 | $11.4M |
| L LOEWS CORP | 0.4% | Reduced −2.4% | 235,000 | $11.3M |
| PEP PEPSICO INC | 0.3% | Held | 130,300 | $10.8M |
| CPRT COPART INC | 0.3% | Added +2700.0% | 280,000 | $10.3M |
| PM PHILIP MORRIS INTERNATIONAL | 0.3% | Held | 114,500 | $10.0M |
| Wellpoint Inc | 0.3% | Added +35.9% | 106,000 | $9.8M |
| Alliance Holdings GP | 0.3% | Held | 166,500 | $9.8M |
| NKE NIKE INC -CL B | 0.3% | Held | 120,400 | $9.5M |
| ACN ACCENTURE PLC-CL A | 0.3% | Reduced −0.2% | 114,400 | $9.4M |
| BXUSD BLACKSTONE GROUP LP | 0.3% | Added +26.1% | 294,400 | $9.3M |
| Unilever PLC ADR | 0.3% | New | 217,000 | $8.9M |
| MAT MATTEL INC | 0.3% | Added +30.2% | 185,500 | $8.8M |
| NSC NORFOLK SOUTHERN CORP | 0.3% | Held | 94,400 | $8.8M |
| NTRS NORTHERN TRUST CORP | 0.3% | Held | 140,000 | $8.7M |
| E ENI SPA-SPONSORED ADR | 0.3% | Added +21.0% | 167,000 | $8.1M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.3% | Held | 106,372 | $8.0M |
| MOS MOSAIC CO | 0.2% | Added +3.3% | 155,000 | $7.3M |
| KKR & Co LLC | 0.2% | Added +20.8% | 290,000 | $7.1M |
| Carlyle Group | 0.2% | Added +45.2% | 196,000 | $7.0M |
| SEIC SEI INVESTMENTS COMPANY | 0.2% | Added +53.8% | 200,000 | $6.9M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,900 | $6.9M |
| MA MASTERCARD INC - A | 0.2% | Held | 8,000 | $6.7M |
| AMZN AMAZON.COM INC | 0.2% | Added +5.4% | 15,700 | $6.3M |
| UTXCHF RTX CORP | 0.2% | Held | 53,600 | $6.1M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.2% | Added +51.4% | 56,000 | $6.1M |
| EXPD EXPEDITORS INTL WASH INC | 0.2% | Added +3.0% | 137,000 | $6.1M |
| PDCOEUR PATTERSON COS INC | 0.2% | Reduced −0.3% | 145,000 | $6.0M |
| ECL ECOLAB INC | 0.2% | Added +16.5% | 56,400 | $5.9M |
| KO COCA-COLA CO | 0.2% | Reduced −0.8% | 131,900 | $5.4M |
| HCCIUSD HERITAGE-CRYSTAL CLEAN INC | 0.2% | Held | 259,500 | $5.3M |
| Peabody Energy | 0.2% | Held | 260,000 | $5.1M |
| Apollo Global Management - A | 0.2% | Added +54.8% | 155,300 | $4.9M |
| COST COSTCO WHOLESALE CORP | 0.1% | Reduced −1.0% | 39,300 | $4.7M |
| IBM INTL BUSINESS MACHINES CORP | 0.1% | Added +20.4% | 24,200 | $4.5M |
| Monsanto Co | 0.1% | Held | 35,700 | $4.2M |
| BNY BANK OF NEW YORK MELLON CORP | 0.1% | Reduced −57.3% | 111,603 | $3.9M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.1% | New | 5,300 | $3.5M |
| BPY-UCAD BROOKFIELD PROPERTY PARTNERS | 0.1% | Reduced −0.2% | 172,624 | $3.4M |
| PG PROCTER & GAMBLE CO | 0.1% | Added +22.9% | 41,900 | $3.4M |
| Apollo Group | 0.1% | Held | 105,000 | $2.9M |
| APD AIR PRODUCTS & CHEMICALS INC | 0.1% | Held | 25,000 | $2.8M |
| POT1EUR POTASH CORP OF SASKATCHEWAN | 0.1% | Added +14.3% | 80,000 | $2.6M |
| Fidelity National Financial | 0.1% | New | 79,700 | $2.6M |
| McGraw Hill Financial | 0.1% | New | 30,000 | $2.3M |
| CLBUSD CORE LABORATORIES N.V. | 0.1% | Held | 10,000 | $1.9M |
| YUSD ALLEGHANY CORP | 0.1% | Held | 4,328 | $1.7M |
| ROST ROSS STORES INC | 0.1% | Held | 23,000 | $1.7M |
| TGT TARGET CORP | 0.0% | New | 24,000 | $1.5M |
| ROL ROLLINS INC | 0.0% | New | 47,000 | $1.4M |
| CLMTUSD CALUMET SPECIALTY PRODUCTS | 0.0% | Added +40.5% | 52,000 | $1.4M |
| Arch Coal Inc | 0.0% | Reduced −37.9% | 246,000 | $1.1M |
| OKE ONEOK INC | 0.0% | Reduced −90.9% | 10,000 | $622K |
| EPD ENTERPRISE PRODUCTS PARTNERS | 0.0% | Held | 6,300 | $418K |
| SYY SYSCO CORP | 0.0% | Reduced −21.3% | 10,300 | $372K |
| Starz Liberty Capital | 0.0% | Held | 12,000 | $351K |
| UTI UNIVERSAL TECHNICAL INSTITUT | 0.0% | New | 23,000 | $320K |
| MSCI MSCI INC | 0.0% | New | 5,000 | $219K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CRREUR CARBO CERAMICS INC | 236,000 | $23.4M |
| Leucadia National Corp | 390,433 | $10.6M |
| Washington Post Co | 5,300 | $3.2M |
| Natural Resource Partners | 101,900 | $1.9M |
| ANRZQEUR ALPHA NATURAL RESOURCES INC | 242,000 | $1.4M |
| Consol Energy | 30,000 | $1.0M |
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.