Markel Group Inc.
Tom Gayner · As of Q4 2024 · filed Feb 7, 2025
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 6.7% | Held | 1,114 | $758.5M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 6.1% | Held | 1,531,971 | $694.4M |
| GOOG ALPHABET INC-CL C | 4.6% | Held | 2,749,860 | $523.7M |
| BN BROOKFIELD CORP | 4.4% | Held | 8,715,741 | $500.7M |
| AMZN AMAZON.COM INC | 3.9% | Held | 2,030,760 | $445.5M |
| DE DEERE & CO | 3.3% | Added +0.7% | 874,950 | $370.7M |
| HD HOME DEPOT INC | 3.2% | Held | 920,000 | $357.9M |
| V VISA INC-CLASS A SHARES | 2.8% | Held | 999,285 | $315.8M |
| AAPL APPLE INC | 2.7% | Held | 1,227,290 | $307.3M |
| WSO WATSCO INC | 2.5% | Added +1.4% | 590,500 | $279.8M |
| ADI ANALOG DEVICES INC | 2.2% | Held | 1,167,671 | $248.1M |
| DIS WALT DISNEY CO | 2.0% | Held | 2,031,665 | $226.2M |
| BLK BLACKROCK INC | 2.0% | New | 220,200 | $225.7M |
| MSFT MICROSOFT CORP | 1.9% | Added +0.9% | 519,480 | $219.0M |
| KKR KKR & CO INC | 1.9% | Held | 1,451,800 | $214.7M |
| BX BLACKSTONE INC | 1.9% | Held | 1,229,000 | $211.9M |
| GS GOLDMAN SACHS GROUP INC | 1.8% | Held | 359,360 | $205.8M |
| RLI RLI CORP | 1.7% | Held | 1,197,272 | $197.3M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 1.6% | Held | 2,150,000 | $184.9M |
| PGR PROGRESSIVE CORP | 1.6% | Held | 753,750 | $180.6M |
| LPLA LPL FINANCIAL HOLDINGS INC | 1.5% | Added +2.3% | 532,404 | $173.8M |
| DEO DIAGEO PLC-SPONSORED ADR | 1.5% | Held | 1,366,708 | $173.7M |
| LOW LOWE'S COS INC | 1.5% | Added +1.6% | 701,480 | $173.1M |
| APO APOLLO GLOBAL MANAGEMENT INC | 1.5% | Held | 1,012,500 | $167.2M |
| META META PLATFORMS INC-CLASS A | 1.4% | Added +1.1% | 278,381 | $163.0M |
| MRSH MARSH & MCLENNAN COS | 1.4% | Added +1.8% | 735,500 | $156.2M |
| AXP AMERICAN EXPRESS CO | 1.3% | Held | 484,250 | $143.7M |
| TXN TEXAS INSTRUMENTS INC | 1.2% | Held | 724,000 | $135.8M |
| BAM BROOKFIELD ASSET MGMT-A | 1.0% | Held | 2,193,953 | $118.9M |
| CAT CATERPILLAR INC | 1.0% | Added +1.9% | 324,800 | $117.8M |
| MA MASTERCARD INC - A | 1.0% | Held | 207,540 | $109.3M |
| GOOGL ALPHABET INC-CL A | 0.9% | Held | 555,000 | $105.1M |
| GD GENERAL DYNAMICS CORP | 0.9% | Held | 391,000 | $103.0M |
| MCO MOODY'S CORP | 0.9% | Held | 213,890 | $101.2M |
| SCHW SCHWAB (CHARLES) CORP | 0.9% | Added +1.0% | 1,363,800 | $100.9M |
| NVR NVR INC | 0.9% | Added +0.9% | 11,814 | $96.6M |
| JNJ JOHNSON & JOHNSON | 0.8% | Held | 610,800 | $88.3M |
| MSCI MSCI INC | 0.8% | Held | 142,850 | $85.7M |
| ITW ILLINOIS TOOL WORKS | 0.7% | Held | 327,500 | $83.0M |
| SPGI S&P GLOBAL INC | 0.7% | Held | 150,690 | $75.0M |
| ADM ARCHER-DANIELS-MIDLAND CO | 0.7% | Added +0.8% | 1,474,300 | $74.5M |
| HEI/A HEICO CORP-CLASS A | 0.6% | Held | 379,644 | $70.6M |
| LIN LINDE PLC | 0.6% | Added +8.4% | 168,000 | $70.3M |
| ROL ROLLINS INC | 0.6% | Added +0.6% | 1,462,275 | $67.8M |
| CG CARLYLE GROUP INC | 0.6% | Held | 1,327,000 | $67.0M |
| ECL ECOLAB INC | 0.6% | Held | 274,300 | $64.3M |
| DG DOLLAR GENERAL CORP | 0.6% | Added +12.6% | 835,750 | $63.4M |
| JPM JPMORGAN CHASE & CO | 0.5% | Held | 252,550 | $60.5M |
| FDX FEDEX CORP | 0.5% | Added +5.9% | 206,500 | $58.1M |
| FNV FRANCO-NEVADA CORP | 0.5% | Added +39.9% | 483,250 | $56.8M |
| SBUX STARBUCKS CORP | 0.5% | Added +2.8% | 617,318 | $56.3M |
| ACN ACCENTURE PLC-CL A | 0.5% | Held | 159,400 | $56.1M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.5% | Held | 116,720 | $56.1M |
| NSC NORFOLK SOUTHERN CORP | 0.5% | Held | 229,500 | $53.9M |
| ODFL OLD DOMINION FREIGHT LINE | 0.5% | Added +1.9% | 300,700 | $53.0M |
| ITIC INVESTORS TITLE CO | 0.4% | Held | 213,300 | $50.5M |
| TSN TYSON FOODS INC-CL A | 0.4% | Added +1.1% | 798,500 | $45.9M |
| AON AON PLC-CLASS A | 0.4% | Added +5.0% | 126,200 | $45.3M |
| ROK ROCKWELL AUTOMATION INC | 0.4% | Held | 154,900 | $44.3M |
| VRSK VERISK ANALYTICS INC | 0.4% | Added +7.6% | 155,950 | $43.0M |
| THG HANOVER INSURANCE GROUP INC/ | 0.4% | Added +5.1% | 267,000 | $41.3M |
| MMM 3M CO | 0.3% | Held | 293,750 | $37.9M |
| CMCSA COMCAST CORP-CLASS A | 0.3% | Reduced −11.0% | 961,880 | $36.1M |
| COST COSTCO WHOLESALE CORP | 0.3% | Held | 39,150 | $35.9M |
| TROW T ROWE PRICE GROUP INC | 0.3% | Held | 314,000 | $35.5M |
| NKE NIKE INC -CL B | 0.3% | Added +0.8% | 432,400 | $32.7M |
| SHW SHERWIN-WILLIAMS CO | 0.3% | Held | 94,172 | $32.0M |
| BF/A BROWN-FORMAN CORP-CLASS A | 0.3% | Held | 843,000 | $31.8M |
| HGTY HAGERTY INC-A | 0.3% | Added +3.6% | 3,108,000 | $30.0M |
| ALL ALLSTATE CORP | 0.3% | Held | 154,550 | $29.8M |
| YUM YUM! BRANDS INC | 0.2% | Added +31.3% | 205,502 | $27.6M |
| LMT LOCKHEED MARTIN CORP | 0.2% | Held | 56,363 | $27.4M |
| RTX RTX CORP | 0.2% | New | 224,000 | $25.9M |
| TMO THERMO FISHER SCIENTIFIC INC | 0.2% | Added +16.1% | 41,100 | $21.4M |
| PAYX PAYCHEX INC | 0.2% | Held | 150,000 | $21.0M |
| URI UNITED RENTALS INC | 0.2% | Added +14.3% | 29,650 | $20.9M |
| CSCO CISCO SYSTEMS INC | 0.2% | Held | 342,000 | $20.2M |
| UNP UNION PACIFIC CORP | 0.2% | Held | 85,778 | $19.6M |
| APD AIR PRODUCTS & CHEMICALS INC | 0.2% | Added +24.0% | 64,500 | $18.7M |
| EFX EQUIFAX INC | 0.2% | Held | 72,850 | $18.6M |
| CABO CABLE ONE INC | 0.2% | Reduced −15.2% | 50,900 | $18.4M |
| FERG FERGUSON ENTERPRISES INC | 0.2% | Added +25.4% | 106,000 | $18.4M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.2% | Held | 474,187 | $18.0M |
| TGT TARGET CORP | 0.2% | Held | 133,000 | $18.0M |
| RNR RENAISSANCERE HOLDINGS LTD | 0.2% | Held | 70,000 | $17.4M |
| HCA HCA HEALTHCARE INC | 0.1% | Added +11.1% | 56,580 | $17.0M |
| CHH CHOICE HOTELS INTL INC | 0.1% | Held | 115,500 | $16.4M |
| COF CAPITAL ONE FINANCIAL CORP | 0.1% | Held | 91,000 | $16.2M |
| CARR CARRIER GLOBAL CORP | 0.1% | Held | 235,000 | $16.0M |
| CCK CROWN HOLDINGS INC | 0.1% | Held | 189,500 | $15.7M |
| ABNB AIRBNB INC-CLASS A | 0.1% | Added +502.1% | 115,310 | $15.2M |
| LAMR LAMAR ADVERTISING CO-A | 0.1% | Added +11.7% | 124,000 | $15.1M |
| PEP PEPSICO INC | 0.1% | Held | 96,210 | $14.6M |
| WFC WELLS FARGO & CO | 0.1% | Held | 204,450 | $14.4M |
| SEIC SEI INVESTMENTS COMPANY | 0.1% | Held | 173,200 | $14.3M |
| PM PHILIP MORRIS INTERNATIONAL | 0.1% | Held | 114,500 | $13.8M |
| UNH UNITEDHEALTH GROUP INC | 0.1% | Added +11.0% | 26,714 | $13.5M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.1% | Added +30.6% | 47,000 | $13.1M |
| HXL HEXCEL CORP | 0.1% | Held | 189,000 | $11.9M |
| GPK GRAPHIC PACKAGING HOLDING CO | 0.1% | Added +8.2% | 427,225 | $11.6M |
| SPOT SPOTIFY TECHNOLOGY SA | 0.1% | Held | 25,900 | $11.6M |
| IQV IQVIA HOLDINGS INC | 0.1% | Held | 58,726 | $11.5M |
| KMX CARMAX INC | 0.1% | Held | 136,500 | $11.2M |
| SMG SCOTTS MIRACLE-GRO CO | 0.1% | Held | 168,000 | $11.1M |
| SHOP SHOPIFY INC - CLASS A | 0.1% | Held | 102,750 | $10.9M |
| OTIS OTIS WORLDWIDE CORP | 0.1% | Held | 114,620 | $10.6M |
| NSP INSPERITY INC | 0.1% | Added +87.8% | 131,728 | $10.2M |
| TRU TRANSUNION | 0.1% | Held | 101,050 | $9.4M |
| BNY BANK OF NEW YORK MELLON CORP | 0.1% | Held | 121,500 | $9.3M |
| OI O-I GLASS INC | 0.1% | Added +1.2% | 824,100 | $8.9M |
| HSY HERSHEY CO | 0.1% | Added +25.0% | 45,000 | $7.6M |
| SONY SONY GROUP CORP - SP ADR | 0.1% | Added +400.0% | 335,000 | $7.1M |
| EMN EASTMAN CHEMICAL CO | 0.1% | Held | 74,950 | $6.8M |
| UBER UBER TECHNOLOGIES INC | 0.1% | Added +23.9% | 109,000 | $6.6M |
| CE CELANESE CORP | 0.0% | Added +4.5% | 81,300 | $5.6M |
| FIX COMFORT SYSTEMS USA INC | 0.0% | Held | 13,000 | $5.5M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.0% | Held | 5,200 | $4.5M |
| WRB WR BERKLEY CORP | 0.0% | Held | 60,750 | $3.6M |
| BALL BALL CORP | 0.0% | Held | 51,000 | $2.8M |
| IT GARTNER INC | 0.0% | Held | 5,700 | $2.8M |
| WTW WILLIS TOWERS WATSON PLC | 0.0% | Held | 8,627 | $2.7M |
| DPZ DOMINO'S PIZZA INC | 0.0% | Added +22.2% | 5,500 | $2.3M |
| INTU INTUIT INC | 0.0% | Held | 2,720 | $1.7M |
| MGM MGM RESORTS INTERNATIONAL | 0.0% | New | 40,000 | $1.4M |
| CSGP COSTAR GROUP INC | 0.0% | Held | 18,600 | $1.3M |
| EL ESTEE LAUDER COMPANIES-CL A | 0.0% | Added +7.1% | 15,000 | $1.1M |
| BC BRUNSWICK CORP | 0.0% | Added +7.1% | 15,000 | $970K |
| AYI ACUITY INC | 0.0% | New | 3,000 | $876K |
| ICE INTERCONTINENTAL EXCHANGE IN | 0.0% | Held | 5,120 | $763K |
| HII HUNTINGTON INGALLS INDUSTRIE | 0.0% | New | 4,000 | $756K |
| CME CME GROUP INC | 0.0% | New | 3,000 | $697K |
| BUD ANHEUSER-BUSCH INBEV-SPN ADR | 0.0% | Held | 11,000 | $551K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BLKCHF BLACKROCK INC | 220,200 | $209.1M |
| RTX CORPORATION | 224,000 | $27.1M |
| WHR WHIRLPOOL CORP | 157,619 | $16.9M |
| AMT AMERICAN TOWER CORP | 51,910 | $12.1M |
| DNB DUN & BRADSTREET HOLDINGS IN | 115,000 | $1.3M |
| SOLV SOLVENTUM CORP | 750 | $52K |
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.