Markel Group Inc.
Tom Gayner · As of Q4 2017 · filed Feb 9, 2018
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 6.1% | Held | 1,088 | $323.8M |
| KMX CARMAX INC | 5.9% | Held | 4,913,070 | $315.1M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 5.7% | Held | 1,511,607 | $299.6M |
| Brookfield Asset Management | 4.5% | Held | 5,435,821 | $236.7M |
| MAR MARRIOTT INTERNATIONAL -CL A | 3.9% | Held | 1,508,269 | $204.7M |
| DEO DIAGEO PLC-SPONSORED ADR | 3.7% | Held | 1,349,800 | $197.1M |
| DIS WALT DISNEY CO | 3.4% | Held | 1,699,200 | $182.7M |
| HD HOME DEPOT INC | 3.3% | Held | 920,000 | $174.4M |
| DE DEERE & CO | 3.2% | Held | 1,095,400 | $171.4M |
| WBA* WALGREENS BOOTS ALLIANCE INC | 2.9% | Held | 2,135,000 | $155.0M |
| UNH UNITEDHEALTH GROUP INC | 2.8% | Held | 663,000 | $146.2M |
| V VISA INC-CLASS A SHARES | 2.0% | Held | 914,300 | $104.2M |
| GOOG ALPHABET INC-CL C | 1.9% | Held | 97,031 | $101.5M |
| AMZN AMAZON.COM INC | 1.8% | Held | 80,000 | $93.6M |
| BLKCHF BLACKROCK INC | 1.7% | Held | 180,000 | $92.5M |
| JNJ JOHNSON & JOHNSON | 1.6% | Held | 610,800 | $85.3M |
| Unilever PLC ADR | 1.6% | Held | 1,527,600 | $84.5M |
| GD GENERAL DYNAMICS CORP | 1.5% | Held | 387,000 | $78.7M |
| RLI RLI CORP | 1.4% | Held | 1,197,272 | $72.6M |
| WPC WP CAREY INC | 1.2% | Held | 950,200 | $65.5M |
| ADP AUTOMATIC DATA PROCESSING | 1.2% | Held | 530,700 | $62.2M |
| ADM ARCHER-DANIELS-MIDLAND CO | 1.1% | Held | 1,463,300 | $58.6M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 1.1% | Held | 1,075,000 | $57.7M |
| BF/A BROWN-FORMAN CORP-CLASS A | 1.1% | Held | 843,000 | $56.7M |
| TXN TEXAS INSTRUMENTS INC | 1.0% | Held | 526,000 | $54.9M |
| SCHW SCHWAB (CHARLES) CORP | 1.0% | Held | 1,057,000 | $54.3M |
| LOW LOWE'S COS INC | 1.0% | Held | 570,000 | $53.0M |
| ELV ELEVANCE HEALTH INC | 1.0% | Held | 224,000 | $50.4M |
| MRSH MARSH & MCLENNAN COS | 0.9% | Held | 609,500 | $49.6M |
| MMM 3M CO | 0.9% | Held | 204,000 | $48.0M |
| ADI ANALOG DEVICES INC | 0.9% | Held | 537,811 | $47.9M |
| Monsanto Co | 0.9% | Held | 396,700 | $46.3M |
| Colfax Corporation | 0.8% | Held | 1,135,070 | $45.0M |
| CAT CATERPILLAR INC | 0.8% | Held | 278,000 | $43.8M |
| MCO MOODY'S CORP | 0.8% | Held | 290,000 | $42.8M |
| TRV TRAVELERS COS INC | 0.8% | Held | 315,000 | $42.7M |
| ITIC INVESTORS TITLE CO | 0.8% | Held | 213,300 | $42.3M |
| WSO WATSCO INC | 0.8% | Held | 235,500 | $40.0M |
| ITW ILLINOIS TOOL WORKS | 0.7% | Held | 230,000 | $38.4M |
| AXP AMERICAN EXPRESS CO | 0.7% | Held | 386,000 | $38.3M |
| OAK OAKTREE CAPITAL GROUP LLC | 0.7% | Held | 886,500 | $37.3M |
| NSC NORFOLK SOUTHERN CORP | 0.6% | Held | 229,500 | $33.3M |
| HAS HASBRO INC | 0.6% | Held | 364,000 | $33.1M |
| TROW T ROWE PRICE GROUP INC | 0.6% | Held | 314,000 | $32.9M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.6% | Held | 164,000 | $31.6M |
| ECL ECOLAB INC | 0.6% | Held | 228,800 | $30.7M |
| BA BOEING CO | 0.5% | Held | 94,400 | $27.8M |
| MA MASTERCARD INC - A | 0.5% | Held | 182,100 | $27.6M |
| BXUSD BLACKSTONE GROUP LP | 0.5% | Held | 850,000 | $27.2M |
| MSFT MICROSOFT CORP | 0.5% | Held | 312,000 | $26.7M |
| ROK ROCKWELL AUTOMATION INC | 0.5% | Held | 127,800 | $25.1M |
| SPGI S&P GLOBAL INC | 0.5% | Held | 147,000 | $24.9M |
| ACN ACCENTURE PLC-CL A | 0.5% | Held | 159,400 | $24.4M |
| PH PARKER HANNIFIN CORP | 0.4% | Held | 118,600 | $23.7M |
| Apollo Global Management - A | 0.4% | Held | 685,000 | $22.9M |
| NKE NIKE INC -CL B | 0.4% | Held | 366,000 | $22.9M |
| SEIC SEI INVESTMENTS COMPANY | 0.4% | Held | 306,200 | $22.0M |
| DISCKUSD DISCOVERY INC-C | 0.4% | Held | 1,028,000 | $21.8M |
| UTXCHF RTX CORP | 0.4% | Held | 165,000 | $21.0M |
| LSXMKUSD LIBERTY MEDIA COR-SIRIUSXM C | 0.4% | Held | 522,000 | $20.7M |
| ROL ROLLINS INC | 0.4% | Held | 443,700 | $20.6M |
| KKR & Co LLC | 0.4% | Held | 967,000 | $20.4M |
| CME CME GROUP INC | 0.4% | Held | 135,000 | $19.7M |
| JPM JPMORGAN CHASE & CO | 0.4% | Held | 183,000 | $19.6M |
| CVS CVS HEALTH CORP | 0.4% | Held | 267,000 | $19.4M |
| META META PLATFORMS INC-CLASS A | 0.4% | Held | 108,500 | $19.1M |
| AAPL APPLE INC | 0.4% | Held | 113,100 | $19.1M |
| The Carlyle Group | 0.3% | Held | 797,000 | $18.3M |
| LYV LIVE NATION ENTERTAINMENT IN | 0.3% | Held | 417,700 | $17.8M |
| PEP PEPSICO INC | 0.3% | Held | 145,600 | $17.5M |
| LBRDA LIBERTY BROADBAND-A | 0.3% | Held | 205,250 | $17.5M |
| MSCI MSCI INC | 0.3% | Held | 137,000 | $17.3M |
| LM03 LIBERTY MEDIA COR-SIRIUSXM A | 0.3% | Held | 426,000 | $16.9M |
| SRCLEUR STERICYCLE INC | 0.3% | Held | 232,000 | $15.8M |
| 8L8C LIBERTY BROADBAND-C | 0.3% | Held | 172,113 | $14.7M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.3% | Held | 210,750 | $14.5M |
| TSN TYSON FOODS INC-CL A | 0.3% | Held | 178,000 | $14.4M |
| GOOGL ALPHABET INC-CL A | 0.2% | Held | 12,500 | $13.2M |
| CSCO CISCO SYSTEMS INC | 0.2% | Held | 342,000 | $13.1M |
| PXGBX PRAXAIR INC | 0.2% | Held | 84,400 | $13.1M |
| CDK CDK GLOBAL INC | 0.2% | Held | 176,897 | $12.6M |
| PM PHILIP MORRIS INTERNATIONAL | 0.2% | Held | 114,500 | $12.1M |
| UNP UNION PACIFIC CORP | 0.2% | Held | 84,600 | $11.3M |
| HEI/A HEICO CORP-CLASS A | 0.2% | Held | 138,375 | $10.9M |
| MXIM MAXIM INTEGRATED PRODUCTS | 0.2% | Held | 197,000 | $10.3M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,000 | $10.2M |
| GS GOLDMAN SACHS GROUP INC | 0.2% | Held | 39,100 | $10.0M |
| DLTR DOLLAR TREE INC | 0.2% | Held | 88,000 | $9.4M |
| ALB ALBEMARLE CORP | 0.2% | Held | 73,000 | $9.3M |
| FWONKUSD LIBERTY MEDIA CORP-LIBERTY-C | 0.2% | Held | 259,500 | $8.9M |
| Sensata Technologies Holding | 0.2% | Held | 168,000 | $8.6M |
| CMCSA COMCAST CORP-CLASS A | 0.2% | Held | 211,000 | $8.5M |
| PCAR PACCAR INC | 0.2% | Held | 118,300 | $8.4M |
| COST COSTCO WHOLESALE CORP | 0.1% | Held | 39,000 | $7.3M |
| VRSK VERISK ANALYTICS INC | 0.1% | Held | 73,000 | $7.0M |
| PDCOEUR PATTERSON COS INC | 0.1% | Held | 168,000 | $6.1M |
| ACNT ASCENT INDUSTRIES CO | 0.1% | Held | 414,804 | $5.6M |
| ACTEUR ALLERGAN PLC | 0.1% | Held | 33,000 | $5.4M |
| HXL HEXCEL CORP | 0.1% | Held | 86,000 | $5.3M |
| LM05 LIBERTY MEDIA CORP-LIBERTY-A | 0.1% | Held | 157,500 | $5.2M |
| AMT AMERICAN TOWER CORP | 0.1% | Held | 35,500 | $5.1M |
| Rockwell Collins Inc | 0.1% | Held | 37,000 | $5.0M |
| Aon Corporation | 0.1% | Held | 37,000 | $5.0M |
| BGUSD BUNGE LTD | 0.1% | Held | 71,800 | $4.8M |
| LBTYAUSD LIBERTY GLOBAL PLC-A | 0.1% | Held | 124,000 | $4.4M |
| MCK MCKESSON CORP | 0.1% | Held | 26,100 | $4.1M |
| CABO CABLE ONE INC | 0.1% | Held | 5,200 | $3.7M |
| Brookfield Business Partners | 0.1% | Held | 101,594 | $3.5M |
| CHH CHOICE HOTELS INTL INC | 0.1% | Held | 45,000 | $3.5M |
| PAG PENSKE AUTOMOTIVE GROUP INC | 0.1% | Held | 72,000 | $3.4M |
| RBAGBP RITCHIE BROS AUCTIONEERS | 0.1% | Held | 114,000 | $3.4M |
| SBUX STARBUCKS CORP | 0.1% | Held | 52,000 | $3.0M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.1% | Held | 5,200 | $2.9M |
| HCSG HEALTHCARE SERVICES GROUP | 0.1% | Held | 55,000 | $2.9M |
| FLS FLOWSERVE CORP | 0.1% | Held | 67,000 | $2.8M |
| HSY HERSHEY CO | 0.1% | Held | 24,100 | $2.7M |
| YUSD ALLEGHANY CORP | 0.0% | Held | 4,328 | $2.6M |
| IBM INTL BUSINESS MACHINES CORP | 0.0% | Held | 15,700 | $2.4M |
| GILD GILEAD SCIENCES INC | 0.0% | Held | 33,000 | $2.4M |
| VFC VF CORP | 0.0% | Held | 30,800 | $2.3M |
| BATRKUSD LIBERTY MEDIA CORP-BRAVES C | 0.0% | Held | 99,788 | $2.2M |
| BDX BECTON DICKINSON AND CO | 0.0% | Held | 9,000 | $1.9M |
| General Electric | 0.0% | Held | 95,000 | $1.7M |
| UA UNDER ARMOUR INC-CLASS C | 0.0% | Held | 110,000 | $1.5M |
| BAX BAXTER INTERNATIONAL INC | 0.0% | Held | 22,000 | $1.4M |
| WRB WR BERKLEY CORP | 0.0% | Held | 18,000 | $1.3M |
| IFF INTL FLAVORS & FRAGRANCES | 0.0% | Held | 8,000 | $1.2M |
| BATRAUSD LIBERTY MEDIA CORP-BRAVES A | 0.0% | Held | 42,600 | $939K |
| MCHP MICROCHIP TECHNOLOGY INC | 0.0% | Held | 8,000 | $703K |
| HRL HORMEL FOODS CORP | 0.0% | Held | 19,000 | $691K |
| GT GOODYEAR TIRE & RUBBER CO | 0.0% | Held | 20,000 | $646K |
| BMY BRISTOL-MYERS SQUIBB CO | 0.0% | Held | 10,000 | $613K |
| HEI HEICO CORP | 0.0% | Held | 3,750 | $354K |
| Priceline Group Inc | 0.0% | Held | 200 | $348K |
| MRK MERCK & CO. INC. | 0.0% | Held | 5,600 | $315K |
| NVS NOVARTIS AG-SPONSORED ADR | 0.0% | Held | 3,700 | $311K |
| 99998USD LIBERTY GLOBAL PLC LILAC - A | 0.0% | Held | 14,720 | $297K |
| ILMN ILLUMINA INC | 0.0% | New | 1,000 | $218K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| EXMOC EXXON MOBIL CORP | 544,800 | $44.7M |
| SLB SLB LTD | 4,000 | $279K |
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.