Markel Group Inc.
Tom Gayner · As of Q4 2022 · filed Feb 3, 2023
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 7.0% | Held | 1,114 | $522.1M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 6.3% | Held | 1,531,971 | $473.2M |
| DE DEERE & CO | 4.3% | Held | 755,800 | $324.1M |
| HD HOME DEPOT INC | 3.9% | Held | 920,000 | $290.6M |
| BN BROOKFIELD CORP | 3.7% | New | 8,715,741 | $274.2M |
| GOOG ALPHABET INC-CL C | 3.3% | Held | 2,749,860 | $244.0M |
| DEO DIAGEO PLC-SPONSORED ADR | 3.2% | Held | 1,350,208 | $240.6M |
| V VISA INC-CLASS A SHARES | 2.7% | Added +0.1% | 963,261 | $200.1M |
| ADI ANALOG DEVICES INC | 2.4% | Added +1.7% | 1,109,071 | $181.9M |
| DIS WALT DISNEY CO | 2.3% | Added +0.7% | 2,005,665 | $174.3M |
| AMZN AMAZON.COM INC | 2.3% | Added +0.7% | 1,997,860 | $167.8M |
| RLI RLI CORP | 2.1% | Held | 1,197,272 | $157.2M |
| AAPL APPLE INC | 2.1% | Held | 1,206,990 | $156.8M |
| BLKCHF BLACKROCK INC | 2.1% | Held | 220,200 | $156.0M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 2.0% | Held | 1,075,000 | $145.5M |
| ADM ARCHER-DANIELS-MIDLAND CO | 1.8% | Held | 1,463,300 | $135.9M |
| WSO WATSCO INC | 1.7% | Added +8.2% | 500,250 | $124.8M |
| GS GOLDMAN SACHS GROUP INC | 1.7% | Added +0.6% | 359,360 | $123.4M |
| LOW LOWE'S COS INC | 1.6% | Added +1.6% | 606,480 | $120.8M |
| TXN TEXAS INSTRUMENTS INC | 1.6% | Held | 724,000 | $119.6M |
| MSFT MICROSOFT CORP | 1.5% | Held | 479,980 | $115.1M |
| JNJ JOHNSON & JOHNSON | 1.4% | Held | 610,800 | $107.9M |
| MRSH MARSH & MCLENNAN COS | 1.4% | Added +1.9% | 640,500 | $106.0M |
| PGR PROGRESSIVE CORP | 1.3% | Held | 753,750 | $97.8M |
| GD GENERAL DYNAMICS CORP | 1.3% | Held | 391,000 | $97.0M |
| SCHW SCHWAB (CHARLES) CORP | 1.3% | Added +1.7% | 1,135,300 | $94.5M |
| BX BLACKSTONE INC | 1.2% | Held | 1,229,000 | $91.2M |
| MA MASTERCARD INC - A | 1.0% | Held | 207,540 | $72.2M |
| ITW ILLINOIS TOOL WORKS | 1.0% | Held | 327,500 | $72.1M |
| AXP AMERICAN EXPRESS CO | 1.0% | Held | 484,250 | $71.5M |
| CAT CATERPILLAR INC | 0.9% | Held | 287,500 | $68.9M |
| MSCI MSCI INC | 0.9% | Added +0.3% | 142,850 | $66.4M |
| KKR KKR & CO INC | 0.9% | Held | 1,427,023 | $66.2M |
| APO APOLLO GLOBAL MANAGEMENT INC | 0.9% | Held | 1,012,500 | $64.6M |
| BAM BROOKFIELD ASSET MGMT-A | 0.8% | New | 2,193,958 | $62.9M |
| MCO MOODY'S CORP | 0.8% | Added +0.2% | 213,890 | $59.6M |
| NSC NORFOLK SOUTHERN CORP | 0.8% | Held | 229,500 | $56.6M |
| BF/A BROWN-FORMAN CORP-CLASS A | 0.7% | Held | 843,000 | $55.4M |
| SBUX STARBUCKS CORP | 0.7% | Held | 532,318 | $52.8M |
| SPGI S&P GLOBAL INC | 0.7% | Added +0.3% | 150,690 | $50.5M |
| AIY ACTIVISION BLIZZARD INC | 0.6% | Added +36.8% | 620,600 | $47.5M |
| ROL ROLLINS INC | 0.6% | Added +1.8% | 1,297,775 | $47.4M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.6% | Held | 116,720 | $46.8M |
| NVR NVR INC | 0.6% | Added +2.5% | 10,029 | $46.3M |
| DG DOLLAR GENERAL CORP | 0.6% | Added +8.8% | 185,250 | $45.6M |
| NKE NIKE INC -CL B | 0.6% | Added +0.8% | 368,900 | $43.2M |
| ACN ACCENTURE PLC-CL A | 0.6% | Held | 159,400 | $42.5M |
| HEI/A HEICO CORP-CLASS A | 0.6% | Added +3.4% | 354,644 | $42.5M |
| ECL ECOLAB INC | 0.5% | Held | 274,300 | $39.9M |
| WHR WHIRLPOOL CORP | 0.5% | Held | 282,049 | $39.9M |
| ROK ROCKWELL AUTOMATION INC | 0.5% | Held | 154,900 | $39.9M |
| CG CARLYLE GROUP INC | 0.5% | Added +1.5% | 1,327,000 | $39.6M |
| MMM 3M CO | 0.5% | Added +6.7% | 287,750 | $34.5M |
| SEIC SEI INVESTMENTS COMPANY | 0.5% | Added +5.4% | 589,200 | $34.4M |
| TROW T ROWE PRICE GROUP INC | 0.5% | Held | 314,000 | $34.2M |
| SRCLEUR STERICYCLE INC | 0.4% | Added +0.4% | 671,071 | $33.5M |
| GOOGL ALPHABET INC-CL A | 0.4% | Added +4.6% | 373,000 | $32.9M |
| CMCSA COMCAST CORP-CLASS A | 0.4% | Added +12.5% | 930,572 | $32.5M |
| 99952EUR LINDE PLC/OLD | 0.4% | Added +4.2% | 98,400 | $32.1M |
| ITIC INVESTORS TITLE CO | 0.4% | Held | 213,300 | $31.5M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.4% | Held | 474,187 | $31.1M |
| CVS CVS HEALTH CORP | 0.4% | Held | 332,000 | $30.9M |
| JPM JPMORGAN CHASE & CO | 0.4% | Held | 216,550 | $29.0M |
| META META PLATFORMS INC-CLASS A | 0.4% | Added +15.3% | 228,017 | $27.4M |
| LMT LOCKHEED MARTIN CORP | 0.4% | Added +418.9% | 56,363 | $27.4M |
| HAGERTY INC | 0.3% | Held | 3,000,000 | $25.2M |
| TSN TYSON FOODS INC-CL A | 0.3% | Added +0.7% | 387,000 | $24.1M |
| AON AON PLC-CLASS A | 0.3% | Added +8.1% | 80,050 | $24.0M |
| RTX RTX CORP | 0.3% | Held | 224,000 | $22.6M |
| SHW SHERWIN-WILLIAMS CO | 0.3% | Held | 94,172 | $22.3M |
| REGN REGENERON PHARMACEUTICALS | 0.3% | Reduced −62.0% | 30,500 | $22.0M |
| LSXMKUSD LIBERTY MEDIA COR-SIRIUSXM C | 0.3% | Held | 522,000 | $20.4M |
| CABO CABLE ONE INC | 0.3% | Added +128.2% | 26,700 | $19.0M |
| FDX FEDEX CORP | 0.2% | Added +22.3% | 107,000 | $18.5M |
| COST COSTCO WHOLESALE CORP | 0.2% | Held | 39,150 | $17.9M |
| UNP UNION PACIFIC CORP | 0.2% | Held | 85,778 | $17.8M |
| ESAB ESAB CORP | 0.2% | Added +0.0% | 378,357 | $17.8M |
| ALL ALLSTATE CORP | 0.2% | Held | 128,550 | $17.4M |
| PEP PEPSICO INC | 0.2% | Held | 96,210 | $17.4M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,000 | $17.3M |
| EFX EQUIFAX INC | 0.2% | Added +24.0% | 87,850 | $17.1M |
| VRSK VERISK ANALYTICS INC | 0.2% | Added +6.7% | 96,000 | $16.9M |
| LM03 LIBERTY MEDIA COR-SIRIUSXM A | 0.2% | Held | 426,000 | $16.7M |
| BNY BANK OF NEW YORK MELLON CORP | 0.2% | Added +1.1% | 365,250 | $16.6M |
| THG HANOVER INSURANCE GROUP INC/ | 0.2% | Added +18.6% | 121,000 | $16.4M |
| CSCO CISCO SYSTEMS INC | 0.2% | Held | 342,000 | $16.3M |
| LBRDA LIBERTY BROADBAND-A | 0.2% | Held | 205,250 | $15.6M |
| CCK CROWN HOLDINGS INC | 0.2% | Added +47.1% | 178,000 | $14.6M |
| HCSG HEALTHCARE SERVICES GROUP | 0.2% | Held | 1,200,500 | $14.4M |
| 8L8C LIBERTY BROADBAND-C | 0.2% | Held | 172,113 | $13.1M |
| NFLX NETFLIX INC | 0.2% | Held | 43,000 | $12.7M |
| PM PHILIP MORRIS INTERNATIONAL | 0.2% | Held | 114,500 | $11.6M |
| HXL HEXCEL CORP | 0.1% | Held | 189,000 | $11.1M |
| AMT AMERICAN TOWER CORP | 0.1% | Held | 51,910 | $11.0M |
| ODFL OLD DOMINION FREIGHT LINE | 0.1% | Added +92.3% | 37,500 | $10.6M |
| CARR CARRIER GLOBAL CORP | 0.1% | Held | 235,000 | $9.7M |
| ENOV ENOVIS CORP | 0.1% | Reduced −52.9% | 178,356 | $9.5M |
| CBRL CRACKER BARREL OLD COUNTRY | 0.1% | Added +12.1% | 97,000 | $9.2M |
| OTIS OTIS WORLDWIDE CORP | 0.1% | Held | 114,620 | $9.0M |
| WFC WELLS FARGO & CO | 0.1% | Added +2.0% | 204,450 | $8.4M |
| OI O-I GLASS INC | 0.1% | Added +0.0% | 468,900 | $7.8M |
| SONY SONY GROUP CORP - SP ADR | 0.1% | Added +25.2% | 99,649 | $7.6M |
| EA* ELECTRONIC ARTS INC | 0.1% | Held | 60,800 | $7.4M |
| SMG SCOTTS MIRACLE-GRO CO | 0.1% | Added +124.8% | 129,235 | $6.3M |
| MRVL MARVELL TECHNOLOGY INC | 0.1% | Added +23.1% | 160,000 | $5.9M |
| TRU TRANSUNION | 0.1% | Added +2.0% | 101,050 | $5.7M |
| CE CELANESE CORP | 0.1% | Added +172.6% | 45,800 | $4.7M |
| TMO THERMO FISHER SCIENTIFIC INC | 0.1% | Added +5.1% | 8,200 | $4.5M |
| SHOP SHOPIFY INC - CLASS A | 0.0% | Added +10.8% | 102,750 | $3.6M |
| PYPL PAYPAL HOLDINGS INC | 0.0% | Added +40.8% | 48,713 | $3.5M |
| LBTYAUSD LIBERTY GLOBAL PLC-A | 0.0% | Held | 179,000 | $3.4M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.0% | Held | 5,200 | $3.1M |
| WRB WR BERKLEY CORP | 0.0% | Held | 40,500 | $2.9M |
| EMN EASTMAN CHEMICAL CO | 0.0% | Added +86.0% | 32,450 | $2.6M |
| BALL BALL CORP | 0.0% | Added +8.5% | 51,000 | $2.6M |
| RNR RENAISSANCERE HOLDINGS LTD | 0.0% | Added +600.0% | 14,000 | $2.6M |
| IFF INTL FLAVORS & FRAGRANCES | 0.0% | Held | 23,000 | $2.4M |
| KMX CARMAX INC | 0.0% | New | 35,000 | $2.1M |
| SPOT SPOTIFY TECHNOLOGY SA | 0.0% | Held | 25,900 | $2.0M |
| IT GARTNER INC | 0.0% | Added +26.7% | 5,700 | $1.9M |
| VNT VONTIER CORP | 0.0% | Added +14.4% | 98,971 | $1.9M |
| BROOKFIELD REINS LTD | 0.0% | New | 60,101 | $1.9M |
| WTW WILLIS TOWERS WATSON PLC | 0.0% | Added +17.0% | 7,615 | $1.9M |
| ICE INTERCONTINENTAL EXCHANGE IN | 0.0% | Added +9.2% | 17,665 | $1.8M |
| CSGP COSTAR GROUP INC | 0.0% | Held | 18,600 | $1.4M |
| HAGERTY INC | 0.0% | Held | 540,000 | $1.2M |
| TGT TARGET CORP | 0.0% | New | 7,500 | $1.1M |
| INTU INTUIT INC | 0.0% | Held | 2,720 | $1.1M |
| LAMR LAMAR ADVERTISING CO-A | 0.0% | Held | 8,500 | $802K |
| DNB DUN & BRADSTREET HOLDINGS IN | 0.0% | New | 65,000 | $797K |
| AXTA AXALTA COATING SYSTEMS LTD | 0.0% | Held | 28,442 | $724K |
| COF CAPITAL ONE FINANCIAL CORP | 0.0% | New | 7,500 | $697K |
| LPLA LPL FINANCIAL HOLDINGS INC | 0.0% | New | 2,681 | $580K |
| DUCK CREEK TECHNOLOGIES INC | 0.0% | Added +18.8% | 25,250 | $304K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BROOKFIELD ASSET MGMT INC | 8,715,741 | $356.4M |
| TPL TEXAS PACIFIC LAND CORP | 7,900 | $14.0M |
| BROOKFIELD ASSET MGMT REINS | 60,101 | $2.5M |
| TRUP TRUPANION INC | 21,377 | $1.3M |
| UA UNDER ARMOUR INC-CLASS C | 38,691 | $231K |
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.