Markel Group Inc.
Tom Gayner · As of Q4 2020 · filed Feb 5, 2021
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 5.8% | Held | 1,114 | $387.5M |
| BROOKFIELD ASSET MGM | 5.4% | Added +0.1% | 8,706,561 | $359.3M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 5.3% | Added +0.0% | 1,531,971 | $355.2M |
| DIS WALT DISNEY CO | 5.0% | Added +0.1% | 1,863,585 | $337.6M |
| AMZN AMAZON.COM INC | 4.8% | Held | 98,442 | $320.6M |
| HD HOME DEPOT INC | 3.6% | Held | 920,000 | $244.4M |
| GOOG ALPHABET INC-CL C | 3.6% | Held | 137,493 | $240.9M |
| DEO DIAGEO PLC-SPONSORED ADR | 3.2% | Added +0.0% | 1,350,108 | $214.4M |
| V VISA INC-CLASS A SHARES | 3.1% | Added +0.0% | 956,740 | $209.3M |
| DE DEERE & CO | 3.0% | Held | 755,800 | $203.3M |
| AAPL APPLE INC | 2.4% | Reduced −0.3% | 1,198,540 | $159.0M |
| BLKCHF BLACKROCK INC | 2.4% | Held | 220,200 | $158.9M |
| ADI ANALOG DEVICES INC | 1.9% | Held | 885,811 | $130.9M |
| RLI RLI CORP | 1.9% | Held | 1,197,272 | $124.7M |
| TXN TEXAS INSTRUMENTS INC | 1.8% | Held | 724,000 | $118.8M |
| MSFT MICROSOFT CORP | 1.6% | Added +0.0% | 478,720 | $106.5M |
| JNJ JOHNSON & JOHNSON | 1.4% | Held | 610,800 | $96.1M |
| LOW LOWE'S COS INC | 1.4% | Held | 588,500 | $94.5M |
| GS GOLDMAN SACHS GROUP INC | 1.3% | Added +0.2% | 343,500 | $90.6M |
| WSO WATSCO INC | 1.3% | Added +0.5% | 399,000 | $90.4M |
| BX BLACKSTONE INC | 1.2% | Held | 1,229,000 | $79.7M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 1.1% | Held | 1,075,000 | $75.1M |
| ADM ARCHER-DANIELS-MIDLAND CO | 1.1% | Held | 1,478,300 | $74.5M |
| MA MASTERCARD INC - A | 1.1% | Added +0.0% | 207,400 | $74.0M |
| MRSH MARSH & MCLENNAN COS | 1.1% | Held | 609,500 | $71.3M |
| ECL ECOLAB INC | 1.0% | Held | 309,300 | $66.9M |
| PGR PROGRESSIVE CORP | 1.0% | Added +0.3% | 676,500 | $66.9M |
| ITW ILLINOIS TOOL WORKS | 1.0% | Held | 327,500 | $66.8M |
| BF/A BROWN-FORMAN CORP-CLASS A | 0.9% | Held | 843,000 | $61.9M |
| MCO MOODY'S CORP | 0.9% | Added +0.0% | 211,100 | $61.3M |
| MSCI MSCI INC | 0.9% | Held | 137,000 | $61.2M |
| AXP AMERICAN EXPRESS CO | 0.9% | Held | 483,950 | $58.5M |
| SCHW SCHWAB (CHARLES) CORP | 0.9% | Held | 1,095,300 | $58.1M |
| GD GENERAL DYNAMICS CORP | 0.9% | Held | 387,000 | $57.6M |
| SBUX STARBUCKS CORP | 0.8% | Held | 527,818 | $56.5M |
| KKR KKR & CO INC | 0.8% | Added +0.5% | 1,386,400 | $56.1M |
| NSC NORFOLK SOUTHERN CORP | 0.8% | Held | 229,500 | $54.5M |
| CAT CATERPILLAR INC | 0.8% | Held | 287,500 | $52.3M |
| NKE NIKE INC -CL B | 0.8% | Held | 366,000 | $51.8M |
| APOEUR APOLLO ASSET MANAGEMENT INC | 0.7% | Held | 1,012,500 | $49.6M |
| WHR WHIRLPOOL CORP | 0.7% | Added +0.1% | 271,249 | $49.0M |
| ROL ROLLINS INC | 0.7% | Added +50.0% | 1,243,275 | $48.6M |
| SPGI S&P GLOBAL INC | 0.7% | Added +0.2% | 147,260 | $48.4M |
| TROW T ROWE PRICE GROUP INC | 0.7% | Held | 314,000 | $47.5M |
| COLFAX CORP | 0.6% | Held | 1,135,070 | $43.4M |
| ACN ACCENTURE PLC-CL A | 0.6% | Held | 159,400 | $41.6M |
| SRCLEUR STERICYCLE INC | 0.6% | Held | 593,700 | $41.2M |
| MMM 3M CO | 0.6% | Held | 234,200 | $40.9M |
| HEI/A HEICO CORP-CLASS A | 0.6% | Held | 343,144 | $40.2M |
| META META PLATFORMS INC-CLASS A | 0.6% | Added +0.2% | 145,320 | $39.7M |
| NVR NVR INC | 0.6% | Added +0.3% | 9,521 | $38.8M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.6% | Added +0.0% | 116,720 | $38.8M |
| CG CARLYLE GROUP INC | 0.6% | Held | 1,222,000 | $38.4M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.6% | Held | 474,187 | $37.7M |
| ROK ROCKWELL AUTOMATION INC | 0.5% | Held | 142,100 | $35.6M |
| ITIC INVESTORS TITLE CO | 0.5% | Held | 213,300 | $32.6M |
| LBRDA LIBERTY BROADBAND-A | 0.5% | Held | 205,250 | $32.3M |
| MHK MOHAWK INDUSTRIES INC | 0.5% | Reduced −25.1% | 221,000 | $31.1M |
| JPM JPMORGAN CHASE & CO | 0.4% | Reduced −0.4% | 216,550 | $27.5M |
| CMCSA COMCAST CORP-CLASS A | 0.4% | Held | 522,000 | $27.4M |
| 8L8C LIBERTY BROADBAND-C | 0.4% | Held | 172,113 | $27.3M |
| AIY ACTIVISION BLIZZARD INC | 0.4% | Added +0.5% | 285,100 | $26.5M |
| 99952EUR LINDE PLC/OLD | 0.4% | Held | 94,400 | $24.9M |
| SEIC SEI INVESTMENTS COMPANY | 0.4% | Added +11.2% | 426,200 | $24.5M |
| TSN TYSON FOODS INC-CL A | 0.4% | Added +1.4% | 374,000 | $24.1M |
| SHW SHERWIN-WILLIAMS CO | 0.3% | Added +0.2% | 31,064 | $22.8M |
| LSXMKUSD LIBERTY MEDIA COR-SIRIUSXM C | 0.3% | Held | 522,000 | $22.7M |
| CVS CVS HEALTH CORP | 0.3% | Held | 332,000 | $22.7M |
| MCHP MICROCHIP TECHNOLOGY INC | 0.3% | Held | 163,000 | $22.5M |
| MXIM MAXIM INTEGRATED PRODUCTS | 0.3% | Held | 252,000 | $22.3M |
| HCSG HEALTHCARE SERVICES GROUP | 0.3% | Added +12.0% | 782,500 | $22.0M |
| EFX EQUIFAX INC | 0.3% | Held | 114,000 | $22.0M |
| GOOGL ALPHABET INC-CL A | 0.3% | Held | 12,500 | $21.9M |
| LM03 LIBERTY MEDIA COR-SIRIUSXM A | 0.3% | Held | 426,000 | $18.4M |
| EA* ELECTRONIC ARTS INC | 0.3% | Added +0.7% | 126,100 | $18.1M |
| UNP UNION PACIFIC CORP | 0.3% | Added +0.4% | 85,698 | $17.8M |
| RTX RTX CORP | 0.2% | Held | 224,000 | $16.0M |
| TRUP TRUPANION INC | 0.2% | Held | 133,300 | $16.0M |
| IFF INTL FLAVORS & FRAGRANCES | 0.2% | Added +36.4% | 146,000 | $15.9M |
| VRSK VERISK ANALYTICS INC | 0.2% | Held | 74,000 | $15.4M |
| CSCO CISCO SYSTEMS INC | 0.2% | Held | 342,000 | $15.3M |
| BNY BANK OF NEW YORK MELLON CORP | 0.2% | Added +1.9% | 356,750 | $15.1M |
| COST COSTCO WHOLESALE CORP | 0.2% | Held | 39,150 | $14.8M |
| PEP PEPSICO INC | 0.2% | Added +0.6% | 96,210 | $14.3M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,000 | $14.0M |
| CCK CROWN HOLDINGS INC | 0.2% | Held | 116,000 | $11.6M |
| CABO CABLE ONE INC | 0.2% | Held | 5,200 | $11.6M |
| AMT AMERICAN TOWER CORP | 0.2% | Held | 51,150 | $11.5M |
| ALB ALBEMARLE CORP | 0.2% | Held | 76,000 | $11.2M |
| PM PHILIP MORRIS INTERNATIONAL | 0.1% | Held | 114,500 | $9.5M |
| TRU TRANSUNION | 0.1% | Held | 94,500 | $9.4M |
| HXL HEXCEL CORP | 0.1% | Held | 189,000 | $9.2M |
| CARR CARRIER GLOBAL CORP | 0.1% | Held | 224,000 | $8.4M |
| AON AON PLC-CLASS A | 0.1% | New | 37,000 | $7.8M |
| OTIS OTIS WORLDWIDE CORP | 0.1% | Added +0.9% | 113,060 | $7.6M |
| WFC WELLS FARGO & CO | 0.1% | Held | 195,450 | $5.9M |
| OI O-I GLASS INC | 0.1% | Added +6.8% | 474,000 | $5.6M |
| LBTYAUSD LIBERTY GLOBAL PLC-A | 0.1% | Held | 179,000 | $4.3M |
| BALL BALL CORP | 0.1% | Held | 46,000 | $4.3M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.0% | Held | 5,200 | $2.8M |
| YUSD ALLEGHANY CORP | 0.0% | Held | 4,328 | $2.6M |
| SHAK SHAKE SHACK INC - CLASS A | 0.0% | Held | 30,600 | $2.6M |
| WRB WR BERKLEY CORP | 0.0% | Held | 27,000 | $1.8M |
| GWRE GUIDEWIRE SOFTWARE INC | 0.0% | Held | 13,000 | $1.7M |
| ILMN ILLUMINA INC | 0.0% | Held | 4,000 | $1.5M |
| C CITIGROUP INC | 0.0% | Reduced −8.8% | 20,620 | $1.3M |
| DHI DR HORTON INC | 0.0% | Held | 13,999 | $965K |
| LEN/B LENNAR CORP - B SHS | 0.0% | Held | 13,000 | $796K |
| LAMR LAMAR ADVERTISING CO-A | 0.0% | Held | 8,500 | $707K |
| EMN EASTMAN CHEMICAL CO | 0.0% | Held | 6,000 | $602K |
| MTCH MATCH GROUP INC | 0.0% | Reduced −0.0% | 3,560 | $538K |
| TWTR TWITTER INC | 0.0% | Held | 8,500 | $460K |
| PYPL PAYPAL HOLDINGS INC | 0.0% | Held | 1,830 | $429K |
| IAC INTERACTIVECORP | 0.0% | New | 1,954 | $370K |
| ALL ALLSTATE CORP | 0.0% | New | 2,000 | $220K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| Aon Corporation | 37,000 | $7.6M |
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.