Markel Group Inc.
Tom Gayner · As of Q4 2016 · filed Feb 10, 2017
| KMX CARMAX INC | 7.6% | Held | 4,913,070 | $316.4M |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 6.4% | Held | 1,084 | $264.6M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 5.9% | Held | 1,511,607 | $246.4M |
| WBA* WALGREENS BOOTS ALLIANCE INC | 4.3% | Held | 2,135,000 | $176.7M |
| DIS WALT DISNEY CO | 4.1% | Added +1.8% | 1,646,200 | $171.6M |
| Brookfield Asset Management | 4.1% | Added +0.7% | 5,148,821 | $170.0M |
| DEO DIAGEO PLC-SPONSORED ADR | 3.3% | Added +0.9% | 1,322,800 | $137.5M |
| MAR MARRIOTT INTERNATIONAL -CL A | 3.0% | Added +1.6% | 1,496,269 | $123.7M |
| HD HOME DEPOT INC | 3.0% | Held | 920,000 | $123.4M |
| DE DEERE & CO | 2.7% | Held | 1,095,400 | $112.9M |
| UNH UNITEDHEALTH GROUP INC | 2.6% | Held | 663,000 | $106.1M |
| EXMOC EXXON MOBIL CORP | 2.1% | Held | 944,800 | $85.3M |
| RLI RLI CORP | 1.8% | Held | 1,197,272 | $75.6M |
| JNJ JOHNSON & JOHNSON | 1.7% | Held | 610,800 | $70.4M |
| V VISA INC-CLASS A SHARES | 1.7% | Added +1.3% | 882,300 | $68.8M |
| GD GENERAL DYNAMICS CORP | 1.6% | Held | 387,000 | $66.8M |
| ADM ARCHER-DANIELS-MIDLAND CO | 1.6% | Held | 1,463,300 | $66.8M |
| Unilever PLC ADR | 1.5% | Held | 1,527,600 | $62.2M |
| BLKCHF BLACKROCK INC | 1.5% | Added +3.9% | 161,500 | $61.5M |
| WPC WP CAREY INC | 1.4% | Held | 950,200 | $56.1M |
| SLB SLB LTD | 1.3% | Held | 662,500 | $55.6M |
| ADP AUTOMATIC DATA PROCESSING | 1.3% | Held | 530,700 | $54.5M |
| GOOG ALPHABET INC-CL C | 1.1% | Added +24.5% | 61,031 | $47.1M |
| Monsanto Co | 1.0% | Held | 396,700 | $41.7M |
| SCHW SCHWAB (CHARLES) CORP | 1.0% | Held | 1,057,000 | $41.7M |
| MRSH MARSH & MCLENNAN COS | 1.0% | Held | 609,500 | $41.2M |
| Colfax Corporation | 1.0% | Held | 1,135,070 | $40.8M |
| BF/A BROWN-FORMAN CORP-CLASS A | 0.9% | Held | 843,000 | $39.0M |
| TRV TRAVELERS COS INC | 0.9% | Held | 315,000 | $38.6M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 0.9% | Held | 1,075,000 | $38.5M |
| LOW LOWE'S COS INC | 0.9% | Held | 540,000 | $38.4M |
| MMM 3M CO | 0.9% | Held | 204,000 | $36.4M |
| AMZN AMAZON.COM INC | 0.8% | Added +35.3% | 46,000 | $34.5M |
| ITIC INVESTORS TITLE CO | 0.8% | Held | 213,300 | $33.7M |
| ELV ELEVANCE HEALTH INC | 0.8% | Held | 224,000 | $32.2M |
| TXN TEXAS INSTRUMENTS INC | 0.7% | Added +25.8% | 415,000 | $30.3M |
| AXP AMERICAN EXPRESS CO | 0.7% | Held | 386,000 | $28.6M |
| ADI ANALOG DEVICES INC | 0.7% | Added +25.6% | 392,000 | $28.5M |
| HAS HASBRO INC | 0.7% | Held | 364,000 | $28.3M |
| ITW ILLINOIS TOOL WORKS | 0.7% | Held | 230,000 | $28.2M |
| WSO WATSCO INC | 0.7% | Added +6.5% | 189,000 | $28.0M |
| MCO MOODY'S CORP | 0.7% | Held | 290,000 | $27.3M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.6% | Held | 164,000 | $26.8M |
| OAK OAKTREE CAPITAL GROUP LLC | 0.6% | Added +3.0% | 695,500 | $26.1M |
| CAT CATERPILLAR INC | 0.6% | Held | 278,000 | $25.8M |
| NSC NORFOLK SOUTHERN CORP | 0.6% | Held | 229,500 | $24.8M |
| ORCL ORACLE CORP | 0.6% | Held | 638,000 | $24.5M |
| DISCKUSD DISCOVERY INC-C | 0.6% | Added +7.1% | 892,000 | $23.9M |
| TROW T ROWE PRICE GROUP INC | 0.6% | Added +6.8% | 314,000 | $23.6M |
| ECL ECOLAB INC | 0.5% | Added +6.7% | 191,800 | $22.5M |
| CVS CVS HEALTH CORP | 0.5% | Added +0.4% | 248,000 | $19.6M |
| LSXMKUSD LIBERTY MEDIA COR-SIRIUSXM C | 0.4% | Held | 522,000 | $17.7M |
| ACN ACCENTURE PLC-CL A | 0.4% | Added +1.4% | 148,400 | $17.4M |
| NKE NIKE INC -CL B | 0.4% | Added +1.3% | 324,000 | $16.5M |
| SPGI S&P GLOBAL INC | 0.4% | Held | 147,000 | $15.8M |
| JPM JPMORGAN CHASE & CO | 0.4% | Held | 183,000 | $15.8M |
| MA MASTERCARD INC - A | 0.4% | Added +0.3% | 151,100 | $15.6M |
| CME CME GROUP INC | 0.4% | Held | 135,000 | $15.6M |
| PEP PEPSICO INC | 0.4% | Held | 145,600 | $15.2M |
| BXUSD BLACKSTONE GROUP LP | 0.4% | Added +4.5% | 560,000 | $15.1M |
| LM03 LIBERTY MEDIA COR-SIRIUSXM A | 0.4% | Held | 426,000 | $14.7M |
| SEIC SEI INVESTMENTS COMPANY | 0.3% | Added +6.6% | 290,200 | $14.3M |
| UTXCHF RTX CORP | 0.3% | Added +10.1% | 125,000 | $13.7M |
| CLBUSD CORE LABORATORIES N.V. | 0.3% | Held | 110,000 | $13.2M |
| MSFT MICROSOFT CORP | 0.3% | Added +7.8% | 207,000 | $12.9M |
| Linear Technology Corp | 0.3% | Held | 206,000 | $12.8M |
| 8L8C LIBERTY BROADBAND-C | 0.3% | Held | 172,113 | $12.7M |
| ROK ROCKWELL AUTOMATION INC | 0.3% | Added +15.0% | 91,800 | $12.3M |
| ROL ROLLINS INC | 0.3% | Added +3.5% | 355,700 | $12.0M |
| PH PARKER HANNIFIN CORP | 0.3% | Added +17.0% | 82,600 | $11.6M |
| MSCI MSCI INC | 0.3% | Held | 137,000 | $10.8M |
| CDK CDK GLOBAL INC | 0.3% | Held | 176,897 | $10.6M |
| PM PHILIP MORRIS INTERNATIONAL | 0.3% | Held | 114,500 | $10.5M |
| LBRDA LIBERTY BROADBAND-A | 0.3% | Added +22.0% | 144,250 | $10.5M |
| GOOGL ALPHABET INC-CL A | 0.2% | Held | 12,500 | $9.9M |
| KKR & Co LLC | 0.2% | Added +4.0% | 622,000 | $9.6M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.2% | Held | 210,750 | $9.5M |
| CSCO CISCO SYSTEMS INC | 0.2% | Added +14.9% | 309,000 | $9.3M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,000 | $9.1M |
| UNP UNION PACIFIC CORP | 0.2% | Held | 84,600 | $8.8M |
| AAPL APPLE INC | 0.2% | Added +19.6% | 73,100 | $8.5M |
| BA BOEING CO | 0.2% | Added +29.7% | 52,400 | $8.2M |
| PCAR PACCAR INC | 0.2% | Held | 118,300 | $7.6M |
| Apollo Global Management - A | 0.2% | Held | 387,000 | $7.5M |
| META META PLATFORMS INC-CLASS A | 0.2% | Added +23.3% | 63,500 | $7.3M |
| The Carlyle Group | 0.2% | Added +5.3% | 477,000 | $7.3M |
| LYV LIVE NATION ENTERTAINMENT IN | 0.2% | Added +44.0% | 261,700 | $7.0M |
| PDCOEUR PATTERSON COS INC | 0.2% | Held | 168,000 | $6.9M |
| FWONKUSD LIBERTY MEDIA CORP-LIBERTY-C | 0.2% | Added +21.1% | 206,500 | $6.5M |
| CMCSA COMCAST CORP-CLASS A | 0.2% | Added +21.3% | 91,000 | $6.3M |
| COST COSTCO WHOLESALE CORP | 0.2% | Held | 39,000 | $6.2M |
| MXIM MAXIM INTEGRATED PRODUCTS | 0.1% | Added +25.8% | 161,000 | $6.2M |
| SRCLEUR STERICYCLE INC | 0.1% | Added +141.9% | 75,000 | $5.8M |
| PXGBX PRAXAIR INC | 0.1% | Added +33.0% | 48,400 | $5.7M |
| VRSK VERISK ANALYTICS INC | 0.1% | Added +20.9% | 66,500 | $5.4M |
| BGUSD BUNGE LTD | 0.1% | Held | 71,800 | $5.2M |
| CSX CSX CORP | 0.1% | Held | 140,000 | $5.0M |
| ACNT ASCENT INDUSTRIES CO | 0.1% | Held | 414,804 | $4.5M |
| Aon Corporation | 0.1% | Held | 37,000 | $4.1M |
| GS GOLDMAN SACHS GROUP INC | 0.1% | Held | 17,100 | $4.1M |
| RBAGBP RITCHIE BROS AUCTIONEERS | 0.1% | Held | 114,000 | $3.9M |
| LM05 LIBERTY MEDIA CORP-LIBERTY-A | 0.1% | Held | 121,500 | $3.8M |
| LBTYAUSD LIBERTY GLOBAL PLC-A | 0.1% | Held | 118,000 | $3.6M |
| HEI/A HEICO CORP-CLASS A | 0.1% | Added +32.0% | 49,500 | $3.4M |
| NXPI NXP SEMICONDUCTORS NV | 0.1% | Held | 33,000 | $3.2M |
| CABO CABLE ONE INC | 0.1% | Held | 5,200 | $3.2M |
| ACTEUR ALLERGAN PLC | 0.1% | Added +600.0% | 14,000 | $2.9M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.1% | Held | 5,200 | $2.7M |
| YUSD ALLEGHANY CORP | 0.1% | Held | 4,328 | $2.6M |
| HSY HERSHEY CO | 0.1% | Held | 24,100 | $2.5M |
| Brookfield Business Partners | 0.1% | Held | 101,594 | $2.4M |
| Mead Johnson Nutrition | 0.1% | Added +6.6% | 32,300 | $2.3M |
| BATRKUSD LIBERTY MEDIA CORP-BRAVES C | 0.0% | Held | 99,788 | $2.1M |
| PAG PENSKE AUTOMOTIVE GROUP INC | 0.0% | Added +12.9% | 35,000 | $1.8M |
| Sensata Technologies Holding | 0.0% | New | 46,000 | $1.8M |
| DLTR DOLLAR TREE INC | 0.0% | New | 22,000 | $1.7M |
| BDX BECTON DICKINSON AND CO | 0.0% | Held | 9,000 | $1.5M |
| AMT AMERICAN TOWER CORP | 0.0% | Added +600.0% | 14,000 | $1.5M |
| MCK MCKESSON CORP | 0.0% | Held | 9,100 | $1.3M |
| GILD GILEAD SCIENCES INC | 0.0% | New | 14,000 | $1.0M |
| VFC VF CORP | 0.0% | Added +22.9% | 18,800 | $1.0M |
| BAX BAXTER INTERNATIONAL INC | 0.0% | Held | 22,000 | $975K |
| FLS FLOWSERVE CORP | 0.0% | New | 20,000 | $961K |
| BATRAUSD LIBERTY MEDIA CORP-BRAVES A | 0.0% | Held | 42,600 | $873K |
| TSN TYSON FOODS INC-CL A | 0.0% | New | 11,000 | $678K |
| SBUX STARBUCKS CORP | 0.0% | New | 12,000 | $666K |
| HXL HEXCEL CORP | 0.0% | New | 12,000 | $617K |
| BMY BRISTOL-MYERS SQUIBB CO | 0.0% | Held | 10,000 | $584K |
| MRK MERCK & CO. INC. | 0.0% | Held | 5,600 | $330K |
| 99998USD LIBERTY GLOBAL PLC LILAC - A | 0.0% | Held | 14,720 | $323K |
| Priceline Group Inc | 0.0% | Held | 200 | $293K |
| NVS NOVARTIS AG-SPONSORED ADR | 0.0% | Held | 3,700 | $270K |
| HEI HEICO CORP | 0.0% | Held | 3,000 | $231K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| HOG HARLEY-DAVIDSON INC | 305,000 | $16.0M |
| EMR EMERSON ELECTRIC CO | 158,000 | $8.6M |
| CMI CUMMINS INC | 37,500 | $4.8M |
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.