Markel Group Inc.
Tom Gayner · As of Q4 2023 · filed Feb 2, 2024
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 6.6% | Held | 1,114 | $604.5M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 5.9% | Held | 1,531,971 | $546.4M |
| GOOG ALPHABET INC-CL C | 4.2% | Held | 2,749,860 | $387.5M |
| BN BROOKFIELD CORP | 3.8% | Held | 8,715,741 | $349.7M |
| DE DEERE & CO | 3.5% | Added +5.1% | 797,800 | $319.0M |
| HD HOME DEPOT INC | 3.5% | Held | 920,000 | $318.8M |
| AMZN AMAZON.COM INC | 3.4% | Added +0.3% | 2,030,760 | $308.6M |
| V VISA INC-CLASS A SHARES | 2.8% | Held | 999,285 | $260.2M |
| WSO WATSCO INC | 2.6% | Added +2.0% | 556,750 | $238.6M |
| AAPL APPLE INC | 2.6% | Added +0.3% | 1,225,890 | $236.0M |
| ADI ANALOG DEVICES INC | 2.5% | Added +3.1% | 1,163,971 | $231.1M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 2.4% | Held | 2,150,000 | $222.4M |
| DEO DIAGEO PLC-SPONSORED ADR | 2.1% | Added +0.3% | 1,354,708 | $197.3M |
| MSFT MICROSOFT CORP | 2.0% | Added +1.2% | 498,480 | $187.4M |
| DIS WALT DISNEY CO | 2.0% | Added +0.1% | 2,031,665 | $183.4M |
| BLKCHF BLACKROCK INC | 1.9% | Held | 220,200 | $178.8M |
| BX BLACKSTONE INC | 1.7% | Held | 1,229,000 | $160.9M |
| RLI RLI CORP | 1.7% | Held | 1,197,272 | $159.4M |
| LOW LOWE'S COS INC | 1.6% | Added +1.8% | 656,980 | $146.2M |
| GS GOLDMAN SACHS GROUP INC | 1.5% | Held | 359,360 | $138.6M |
| MRSH MARSH & MCLENNAN COS | 1.4% | Added +1.8% | 684,500 | $129.7M |
| TXN TEXAS INSTRUMENTS INC | 1.3% | Held | 724,000 | $123.4M |
| KKR KKR & CO INC | 1.3% | Held | 1,451,800 | $120.3M |
| PGR PROGRESSIVE CORP | 1.3% | Held | 753,750 | $120.1M |
| ADM ARCHER-DANIELS-MIDLAND CO | 1.1% | Held | 1,463,300 | $105.7M |
| GD GENERAL DYNAMICS CORP | 1.1% | Held | 391,000 | $101.5M |
| LPLA LPL FINANCIAL HOLDINGS INC | 1.1% | Added +41.5% | 426,386 | $97.1M |
| JNJ JOHNSON & JOHNSON | 1.0% | Held | 610,800 | $95.7M |
| APO APOLLO GLOBAL MANAGEMENT INC | 1.0% | Held | 1,012,500 | $94.4M |
| META META PLATFORMS INC-CLASS A | 1.0% | Added +2.2% | 264,681 | $93.7M |
| SCHW SCHWAB (CHARLES) CORP | 1.0% | Added +4.5% | 1,334,766 | $91.8M |
| AXP AMERICAN EXPRESS CO | 1.0% | Held | 484,250 | $90.7M |
| CAT CATERPILLAR INC | 1.0% | Added +1.3% | 303,100 | $89.6M |
| DG DOLLAR GENERAL CORP | 1.0% | Added +10.8% | 654,250 | $88.9M |
| MA MASTERCARD INC - A | 1.0% | Held | 207,540 | $88.5M |
| BAM BROOKFIELD ASSET MGMT-A | 1.0% | Held | 2,193,953 | $88.1M |
| ITW ILLINOIS TOOL WORKS | 0.9% | Held | 327,500 | $85.8M |
| MCO MOODY'S CORP | 0.9% | Held | 213,890 | $83.5M |
| MSCI MSCI INC | 0.9% | Held | 142,850 | $80.8M |
| NVR NVR INC | 0.8% | Added +2.8% | 11,124 | $77.9M |
| GOOGL ALPHABET INC-CL A | 0.8% | Held | 555,000 | $77.5M |
| SPGI S&P GLOBAL INC | 0.7% | Held | 150,690 | $66.4M |
| ROL ROLLINS INC | 0.7% | Added +1.7% | 1,407,275 | $61.5M |
| ACN ACCENTURE PLC-CL A | 0.6% | Held | 159,400 | $55.9M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.6% | Held | 116,720 | $55.7M |
| ECL ECOLAB INC | 0.6% | Held | 274,300 | $54.4M |
| NSC NORFOLK SOUTHERN CORP | 0.6% | Held | 229,500 | $54.2M |
| HEI/A HEICO CORP-CLASS A | 0.6% | Held | 379,644 | $54.1M |
| CG CARLYLE GROUP INC | 0.6% | Held | 1,327,000 | $54.0M |
| LIN LINDE PLC | 0.6% | Added +4.7% | 126,200 | $51.8M |
| SBUX STARBUCKS CORP | 0.6% | Held | 532,318 | $51.1M |
| BF/A BROWN-FORMAN CORP-CLASS A | 0.5% | Held | 843,000 | $50.2M |
| ROK ROCKWELL AUTOMATION INC | 0.5% | Held | 154,900 | $48.1M |
| CMCSA COMCAST CORP-CLASS A | 0.5% | Held | 1,060,741 | $46.5M |
| JPM JPMORGAN CHASE & CO | 0.5% | Added +4.6% | 252,550 | $43.0M |
| NKE NIKE INC -CL B | 0.4% | Held | 368,900 | $40.1M |
| FDX FEDEX CORP | 0.4% | Added +7.9% | 156,500 | $39.6M |
| TSN TYSON FOODS INC-CL A | 0.4% | Added +20.8% | 697,500 | $37.5M |
| ODFL OLD DOMINION FREIGHT LINE | 0.4% | Added +14.5% | 91,000 | $36.9M |
| ITIC INVESTORS TITLE CO | 0.4% | Held | 213,300 | $34.6M |
| WHR WHIRLPOOL CORP | 0.4% | Held | 282,049 | $34.3M |
| TROW T ROWE PRICE GROUP INC | 0.4% | Held | 314,000 | $33.8M |
| SRCLEUR STERICYCLE INC | 0.4% | Held | 668,700 | $33.1M |
| MMM 3M CO | 0.3% | Held | 293,750 | $32.1M |
| AON AON PLC-CLASS A | 0.3% | Added +5.8% | 105,350 | $30.7M |
| SHW SHERWIN-WILLIAMS CO | 0.3% | Held | 94,172 | $29.4M |
| VRSK VERISK ANALYTICS INC | 0.3% | Added +5.2% | 120,700 | $28.8M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.3% | Held | 474,187 | $27.1M |
| CVS CVS HEALTH CORP | 0.3% | Held | 332,000 | $26.2M |
| THG HANOVER INSURANCE GROUP INC/ | 0.3% | Added +13.2% | 214,000 | $26.0M |
| COST COSTCO WHOLESALE CORP | 0.3% | Held | 39,150 | $25.8M |
| LMT LOCKHEED MARTIN CORP | 0.3% | Held | 56,363 | $25.5M |
| CABO CABLE ONE INC | 0.3% | Added +17.2% | 44,200 | $24.6M |
| EFX EQUIFAX INC | 0.3% | Added +11.4% | 97,850 | $24.2M |
| HGTY HAGERTY INC-A | 0.3% | Held | 3,000,000 | $23.4M |
| ALL ALLSTATE CORP | 0.2% | Added +9.2% | 154,550 | $21.6M |
| UNP UNION PACIFIC CORP | 0.2% | Held | 85,778 | $21.1M |
| RTX RTX CORP | 0.2% | Held | 224,000 | $18.8M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,000 | $17.9M |
| CCK CROWN HOLDINGS INC | 0.2% | Held | 189,500 | $17.5M |
| CSCO CISCO SYSTEMS INC | 0.2% | Held | 342,000 | $17.3M |
| TGT TARGET CORP | 0.2% | Added +45.8% | 121,000 | $17.2M |
| PEP PEPSICO INC | 0.2% | Held | 96,210 | $16.3M |
| HXL HEXCEL CORP | 0.2% | Held | 189,000 | $13.9M |
| CARR CARRIER GLOBAL CORP | 0.1% | Held | 235,000 | $13.5M |
| CE CELANESE CORP | 0.1% | Added +1.3% | 77,800 | $12.1M |
| COF CAPITAL ONE FINANCIAL CORP | 0.1% | Added +1.1% | 91,000 | $11.9M |
| RNR RENAISSANCERE HOLDINGS LTD | 0.1% | Added +23.5% | 60,500 | $11.9M |
| IQV IQVIA HOLDINGS INC | 0.1% | Added +15.5% | 50,626 | $11.7M |
| AMT AMERICAN TOWER CORP | 0.1% | Held | 51,910 | $11.2M |
| EA* ELECTRONIC ARTS INC | 0.1% | Held | 80,800 | $11.1M |
| SEIC SEI INVESTMENTS COMPANY | 0.1% | Held | 173,200 | $11.0M |
| PM PHILIP MORRIS INTERNATIONAL | 0.1% | Held | 114,500 | $10.8M |
| TMO THERMO FISHER SCIENTIFIC INC | 0.1% | Added +44.1% | 19,600 | $10.4M |
| OTIS OTIS WORLDWIDE CORP | 0.1% | Held | 114,620 | $10.3M |
| WFC WELLS FARGO & CO | 0.1% | Held | 204,450 | $10.1M |
| SMG SCOTTS MIRACLE-GRO CO | 0.1% | Held | 156,000 | $9.9M |
| CBRL CRACKER BARREL OLD COUNTRY | 0.1% | Held | 111,000 | $8.6M |
| KMX CARMAX INC | 0.1% | Added +31.5% | 110,500 | $8.5M |
| SHOP SHOPIFY INC - CLASS A | 0.1% | Held | 102,750 | $8.0M |
| OI O-I GLASS INC | 0.1% | Held | 469,100 | $7.7M |
| FERG1GBX FERGUSON PLC | 0.1% | Added +541.7% | 38,500 | $7.4M |
| CHH CHOICE HOTELS INTL INC | 0.1% | Added +86.4% | 61,500 | $7.0M |
| TRU TRANSUNION | 0.1% | Held | 101,050 | $6.9M |
| EMN EASTMAN CHEMICAL CO | 0.1% | Added +2.7% | 74,950 | $6.7M |
| LAMR LAMAR ADVERTISING CO-A | 0.1% | Added +22.8% | 62,000 | $6.6M |
| SONY SONY GROUP CORP - SP ADR | 0.1% | Held | 67,000 | $6.3M |
| BNY BANK OF NEW YORK MELLON CORP | 0.1% | Reduced −66.7% | 121,500 | $6.3M |
| UNH UNITEDHEALTH GROUP INC | 0.1% | Added +120.0% | 11,000 | $5.8M |
| URI UNITED RENTALS INC | 0.1% | Added +200.0% | 9,000 | $5.2M |
| SPOT SPOTIFY TECHNOLOGY SA | 0.1% | Held | 25,900 | $4.9M |
| HCA HCA HEALTHCARE INC | 0.0% | Added +75.7% | 14,141 | $3.8M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.0% | Held | 5,200 | $3.6M |
| GPK GRAPHIC PACKAGING HOLDING CO | 0.0% | New | 121,601 | $3.0M |
| BALL BALL CORP | 0.0% | Held | 51,000 | $2.9M |
| WRB WR BERKLEY CORP | 0.0% | Held | 40,500 | $2.9M |
| UBER UBER TECHNOLOGIES INC | 0.0% | Added +114.3% | 45,000 | $2.8M |
| IT GARTNER INC | 0.0% | Held | 5,700 | $2.6M |
| BROOKFIELD REINS LTD | 0.0% | Held | 60,101 | $2.4M |
| WTW WILLIS TOWERS WATSON PLC | 0.0% | Held | 8,627 | $2.1M |
| IFF INTL FLAVORS & FRAGRANCES | 0.0% | Held | 23,000 | $1.9M |
| INTU INTUIT INC | 0.0% | Held | 2,720 | $1.7M |
| CSGP COSTAR GROUP INC | 0.0% | Held | 18,600 | $1.6M |
| DNB DUN & BRADSTREET HOLDINGS IN | 0.0% | Held | 115,000 | $1.3M |
| HAGERTY INC | 0.0% | Held | 540,000 | $891K |
| BUD ANHEUSER-BUSCH INBEV-SPN ADR | 0.0% | Held | 11,000 | $711K |
| ICE INTERCONTINENTAL EXCHANGE IN | 0.0% | Reduced −84.5% | 5,120 | $658K |
| FIX COMFORT SYSTEMS USA INC | 0.0% | New | 1,000 | $206K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| AIY ACTIVISION BLIZZARD INC | 650,600 | $60.9M |
| LBRDA LIBERTY BROADBAND-A | 196,750 | $17.9M |
| 8L8C LIBERTY BROADBAND-C | 149,859 | $13.7M |
| VNT VONTIER CORP | 110,853 | $3.4M |
| LLYVA* LIBERTY MEDIA CORP-LIBERTY-A | 98,000 | $3.1M |
| LBTYAUSD LIBERTY GLOBAL PLC-A | 168,000 | $2.9M |
| LLYVK* LIBERTY MEDIA CORP-LIBERTY-C | 80,000 | $2.6M |
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.