Markel Group Inc.
Tom Gayner · As of Q4 2019 · filed Feb 7, 2020
| KMX CARMAX INC | 6.0% | Held | 4,913,070 | $430.7M |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 5.2% | Added +0.8% | 1,105 | $375.2M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 4.8% | Added +0.1% | 1,526,357 | $345.7M |
| Brookfield Asset Management | 4.7% | Added +0.2% | 5,794,641 | $334.9M |
| DIS WALT DISNEY CO | 3.7% | Added +0.6% | 1,854,430 | $268.2M |
| MAR MARRIOTT INTERNATIONAL -CL A | 3.3% | Added +0.7% | 1,585,269 | $240.1M |
| DEO DIAGEO PLC-SPONSORED ADR | 3.2% | Held | 1,349,800 | $227.3M |
| HD HOME DEPOT INC | 2.8% | Held | 920,000 | $200.9M |
| GOOG ALPHABET INC-CL C | 2.5% | Added +1.7% | 135,558 | $181.2M |
| AMZN AMAZON.COM INC | 2.5% | Added +0.7% | 97,932 | $181.0M |
| V VISA INC-CLASS A SHARES | 2.5% | Added +0.6% | 955,150 | $179.5M |
| UNH UNITEDHEALTH GROUP INC | 2.4% | Held | 599,000 | $176.1M |
| DE DEERE & CO | 2.4% | Held | 1,005,900 | $174.3M |
| WBA* WALGREENS BOOTS ALLIANCE INC | 1.7% | Reduced −4.3% | 2,057,500 | $121.3M |
| BLKCHF BLACKROCK INC | 1.5% | Added +1.3% | 220,000 | $110.6M |
| RLI RLI CORP | 1.5% | Held | 1,197,272 | $107.8M |
| ADI ANALOG DEVICES INC | 1.4% | Added +1.4% | 855,811 | $101.7M |
| TXN TEXAS INSTRUMENTS INC | 1.3% | Added +1.6% | 714,500 | $91.7M |
| ADP AUTOMATIC DATA PROCESSING | 1.3% | Held | 530,700 | $90.5M |
| JNJ JOHNSON & JOHNSON | 1.2% | Held | 610,800 | $89.1M |
| AAPL APPLE INC | 1.2% | Added +1.0% | 300,035 | $88.1M |
| Unilever PLC ADR | 1.2% | Held | 1,527,600 | $87.3M |
| GS GOLDMAN SACHS GROUP INC | 1.1% | Added +2.3% | 341,900 | $78.6M |
| MSFT MICROSOFT CORP | 1.0% | Added +2.5% | 474,620 | $74.8M |
| WSO WATSCO INC | 1.0% | Added +2.9% | 387,500 | $69.8M |
| LOW LOWE'S COS INC | 1.0% | Added +1.9% | 581,000 | $69.6M |
| BX BLACKSTONE INC | 0.9% | Added +1.4% | 1,223,000 | $68.4M |
| GD GENERAL DYNAMICS CORP | 0.9% | Held | 387,000 | $68.2M |
| MRSH MARSH & MCLENNAN COS | 0.9% | Held | 609,500 | $67.9M |
| ADM ARCHER-DANIELS-MIDLAND CO | 0.9% | Held | 1,463,300 | $67.8M |
| ELV ELEVANCE HEALTH INC | 0.9% | Held | 224,000 | $67.7M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 0.9% | Held | 1,075,000 | $62.2M |
| MA MASTERCARD INC - A | 0.9% | Added +1.7% | 205,850 | $61.5M |
| AXP AMERICAN EXPRESS CO | 0.8% | Added +2.1% | 481,250 | $59.9M |
| ECL ECOLAB INC | 0.8% | Added +2.9% | 306,300 | $59.1M |
| ITW ILLINOIS TOOL WORKS | 0.8% | Added +11.5% | 319,000 | $57.3M |
| BF/A BROWN-FORMAN CORP-CLASS A | 0.7% | Held | 843,000 | $52.9M |
| SCHW SCHWAB (CHARLES) CORP | 0.7% | Added +1.3% | 1,082,700 | $51.5M |
| MCO MOODY'S CORP | 0.7% | Added +1.7% | 209,780 | $49.8M |
| Apollo Global Management - A | 0.7% | New | 1,012,500 | $48.3M |
| PGR PROGRESSIVE CORP | 0.6% | Added +10.7% | 640,000 | $46.3M |
| SBUX STARBUCKS CORP | 0.6% | Added +2.7% | 519,668 | $45.7M |
| SMG SCOTTS MIRACLE-GRO CO | 0.6% | Added +2.7% | 422,000 | $44.8M |
| NSC NORFOLK SOUTHERN CORP | 0.6% | Held | 229,500 | $44.6M |
| TRV TRAVELERS COS INC | 0.6% | Held | 315,000 | $43.1M |
| CAT CATERPILLAR INC | 0.6% | Added +2.2% | 284,000 | $41.9M |
| Colfax Corporation | 0.6% | Held | 1,135,070 | $41.3M |
| MMM 3M CO | 0.6% | Added +2.5% | 228,500 | $40.3M |
| SPGI S&P GLOBAL INC | 0.6% | Held | 147,000 | $40.1M |
| KKR KKR & CO INC | 0.6% | Added +2.6% | 1,365,700 | $39.8M |
| The Carlyle Group | 0.5% | Added +2.8% | 1,210,000 | $38.8M |
| WHR WHIRLPOOL CORP | 0.5% | Added +2.5% | 262,539 | $38.7M |
| HAS HASBRO INC | 0.5% | Held | 364,000 | $38.4M |
| TROW T ROWE PRICE GROUP INC | 0.5% | Held | 314,000 | $38.3M |
| NKE NIKE INC -CL B | 0.5% | Held | 366,000 | $37.1M |
| SRCLEUR STERICYCLE INC | 0.5% | Held | 568,000 | $36.2M |
| MHK MOHAWK INDUSTRIES INC | 0.5% | Added +22.5% | 261,000 | $35.6M |
| MSCI MSCI INC | 0.5% | Held | 137,000 | $35.4M |
| LYV LIVE NATION ENTERTAINMENT IN | 0.5% | Held | 488,700 | $34.9M |
| ITIC INVESTORS TITLE CO | 0.5% | Held | 213,300 | $34.0M |
| ACN ACCENTURE PLC-CL A | 0.5% | Held | 159,400 | $33.6M |
| UTXCHF RTX CORP | 0.5% | Held | 224,000 | $33.5M |
| TSN TYSON FOODS INC-CL A | 0.4% | Added +5.6% | 355,500 | $32.4M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.4% | Held | 474,187 | $32.1M |
| NVR NVR INC | 0.4% | Added +15.2% | 8,355 | $31.8M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.4% | Added +0.1% | 116,560 | $31.3M |
| BA BOEING CO | 0.4% | Held | 94,400 | $30.8M |
| HEI/A HEICO CORP-CLASS A | 0.4% | Added +1.0% | 341,644 | $30.6M |
| JPM JPMORGAN CHASE & CO | 0.4% | Added +3.1% | 215,680 | $30.1M |
| META META PLATFORMS INC-CLASS A | 0.4% | Added +0.6% | 143,190 | $29.4M |
| ROK ROCKWELL AUTOMATION INC | 0.4% | Added +4.1% | 140,100 | $28.4M |
| ROL ROLLINS INC | 0.4% | Added +1.4% | 819,350 | $27.2M |
| LUV SOUTHWEST AIRLINES CO | 0.4% | Added +12.6% | 490,500 | $26.5M |
| LBRDA LIBERTY BROADBAND-A | 0.4% | Held | 205,250 | $25.6M |
| LSXMKUSD LIBERTY MEDIA COR-SIRIUSXM C | 0.3% | Held | 522,000 | $25.1M |
| SEIC SEI INVESTMENTS COMPANY | 0.3% | Held | 383,200 | $25.1M |
| CVS CVS HEALTH CORP | 0.3% | Added +2.8% | 332,000 | $24.7M |
| PH PARKER HANNIFIN CORP | 0.3% | Held | 118,600 | $24.4M |
| DAL DELTA AIR LINES INC | 0.3% | Added +15.2% | 417,000 | $24.4M |
| CMCSA COMCAST CORP-CLASS A | 0.3% | Held | 521,000 | $23.4M |
| 8L8C LIBERTY BROADBAND-C | 0.3% | Held | 172,113 | $21.6M |
| CHH CHOICE HOTELS INTL INC | 0.3% | Added +8.6% | 203,000 | $21.0M |
| LM03 LIBERTY MEDIA COR-SIRIUSXM A | 0.3% | Held | 426,000 | $20.6M |
| 99952EUR LINDE PLC/OLD | 0.3% | Held | 94,400 | $20.1M |
| PEP PEPSICO INC | 0.3% | Held | 145,600 | $19.9M |
| SHW SHERWIN-WILLIAMS CO | 0.3% | Held | 31,000 | $18.1M |
| GOOGL ALPHABET INC-CL A | 0.2% | Held | 12,500 | $16.7M |
| AIY ACTIVISION BLIZZARD INC | 0.2% | Held | 280,800 | $16.7M |
| MCHP MICROCHIP TECHNOLOGY INC | 0.2% | Held | 159,000 | $16.7M |
| CSCO CISCO SYSTEMS INC | 0.2% | Held | 342,000 | $16.4M |
| MXIM MAXIM INTEGRATED PRODUCTS | 0.2% | Held | 252,000 | $15.5M |
| UNP UNION PACIFIC CORP | 0.2% | Held | 85,370 | $15.4M |
| EFX EQUIFAX INC | 0.2% | Added +27.2% | 107,500 | $15.1M |
| HCSG HEALTHCARE SERVICES GROUP | 0.2% | Added +44.6% | 573,500 | $13.9M |
| IFF INTL FLAVORS & FRAGRANCES | 0.2% | Added +25.4% | 106,000 | $13.7M |
| HXL HEXCEL CORP | 0.2% | Added +6.4% | 184,000 | $13.5M |
| EA* ELECTRONIC ARTS INC | 0.2% | Held | 122,400 | $13.2M |
| BNY BANK OF NEW YORK MELLON CORP | 0.2% | Added +23.3% | 254,000 | $12.8M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,000 | $12.8M |
| FWONKUSD LIBERTY MEDIA CORP-LIBERTY-C | 0.2% | Held | 259,500 | $11.9M |
| DLTR DOLLAR TREE INC | 0.2% | Added +0.1% | 123,100 | $11.6M |
| COST COSTCO WHOLESALE CORP | 0.2% | Held | 39,150 | $11.5M |
| AMT AMERICAN TOWER CORP | 0.2% | Added +6.9% | 48,200 | $11.1M |
| VRSK VERISK ANALYTICS INC | 0.2% | Held | 74,000 | $11.1M |
| LM05 LIBERTY MEDIA CORP-LIBERTY-A | 0.1% | Held | 229,500 | $10.0M |
| PM PHILIP MORRIS INTERNATIONAL | 0.1% | Held | 114,500 | $9.7M |
| CDK CDK GLOBAL INC | 0.1% | Held | 176,897 | $9.7M |
| WFC WELLS FARGO & CO | 0.1% | Added +13.8% | 175,000 | $9.4M |
| MCK MCKESSON CORP | 0.1% | Added +5.0% | 63,100 | $8.7M |
| CCK CROWN HOLDINGS INC | 0.1% | Added +10.9% | 112,000 | $8.1M |
| CABO CABLE ONE INC | 0.1% | Held | 5,200 | $7.7M |
| Aon Corporation | 0.1% | Held | 37,000 | $7.7M |
| TRU TRANSUNION | 0.1% | Added +14.5% | 87,000 | $7.4M |
| ALB ALBEMARLE CORP | 0.1% | Held | 73,000 | $5.3M |
| OI O-I GLASS INC | 0.1% | New | 350,000 | $4.2M |
| TRUP TRUPANION INC | 0.1% | Added +42.9% | 110,000 | $4.1M |
| LBTYAUSD LIBERTY GLOBAL PLC-A | 0.1% | Held | 179,000 | $4.1M |
| PAG PENSKE AUTOMOTIVE GROUP INC | 0.1% | Held | 72,000 | $3.6M |
| DISCKUSD DISCOVERY INC-C | 0.0% | Reduced −82.7% | 117,000 | $3.6M |
| YUSD ALLEGHANY CORP | 0.0% | Held | 4,328 | $3.5M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.0% | Held | 5,200 | $3.3M |
| BALL BALL CORP | 0.0% | Added +35.5% | 42,000 | $2.7M |
| KHC KRAFT HEINZ CO | 0.0% | Added +94.3% | 68,000 | $2.2M |
| AN AUTONATION INC | 0.0% | Added +0.9% | 43,610 | $2.1M |
| WRB WR BERKLEY CORP | 0.0% | Held | 27,000 | $1.9M |
| SHAK SHAKE SHACK INC - CLASS A | 0.0% | Added +0.7% | 30,200 | $1.8M |
| DHI DR HORTON INC | 0.0% | Added +6.5% | 31,347 | $1.7M |
| C CITIGROUP INC | 0.0% | Added +11.8% | 20,320 | $1.6M |
| LEN/B LENNAR CORP - B SHS | 0.0% | Added +10.6% | 24,050 | $1.1M |
| BUD ANHEUSER-BUSCH INBEV-SPN ADR | 0.0% | Held | 13,000 | $1.1M |
| BKNG BOOKING HOLDINGS INC | 0.0% | Held | 200 | $411K |
| ILMN ILLUMINA INC | 0.0% | Held | 1,000 | $332K |
| LEN LENNAR CORP-A | 0.0% | Held | 5,900 | $329K |
| IACIEUR IAC/INTERACTIVECORP | 0.0% | New | 1,150 | $286K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| APOEUR APOLLO ASSET MANAGEMENT INC | 1,012,500 | $38.3M |
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.