Markel Group
SuperinvestorMarkel Group Inc.
- SEC CIK
- 0001096343
- Manager
- Tom Gayner
- Style
- Quality, Value
- Latest filing
- Jul 31, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 30, 2021. Long positions only.
- Positions
- 118
- No 13F data for Q4 2020
- Portfolio value
- $7.23B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ALLAllstate Corp | Stock | 2,000 | $230.0K | <0.1% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 2,320 | $259.0K | <0.1% | – | – | History |
| CECelanese Corp | Stock | 2,400 | $360.0K | <0.1% | – | – | History |
| IAC Interactivecorp New44891N109 | COM | 1,954 | $423.0K | <0.1% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 1,830 | $444.0K | <0.1% | – | – | History |
| LMTLockheed Martin Corp | Stock | 1,293 | $478.0K | <0.1% | – | – | History |
| MTCHMatch Group, Inc. | COM | 3,560 | $489.0K | <0.1% | – | – | History |
| TWTRTwitter, Inc. | COM | 8,500 | $541.0K | <0.1% | – | – | History |
| LAMRLamar Advertising Co | REIT | 8,500 | $798.0K | <0.1% | – | – | History |
| EMNEastman Chemical Co | Stock | 9,000 | $991.0K | <0.1% | – | – | History |
| LEN.BLennar Corp | CL B | 13,000 | $1.07M | <0.1% | – | – | History |
| DHIHorton D R Inc | COM | 13,999 | $1.25M | <0.1% | – | – | History |
| CCitigroup Inc | Stock | 20,620 | $1.50M | <0.1% | – | – | History |
| ILMNIllumina, Inc. | COM | 4,000 | $1.54M | <0.1% | – | – | History |
| OIO-I Glass, Inc. | COM | 120,000 | $1.77M | <0.1% | – | – | History |
| WRBBerkley W R Corp | COM | 27,000 | $2.03M | <0.1% | – | – | History |
| YAlleghany Corp | COM | 4,328 | $2.71M | <0.1% | – | – | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $2.92M | <0.1% | – | – | History |
| SHAKShake Shack Inc. | CL A | 30,600 | $3.45M | <0.1% | – | – | History |
| BALLBALL Corp | COM | 46,000 | $3.90M | 0.1% | – | – | History |
| LBTYALiberty Global Ltd. | SHS CL A | 179,000 | $4.59M | 0.1% | – | – | History |
| WFCWells Fargo & Company | Stock | 195,450 | $7.64M | 0.1% | – | – | History |
| OTISOtis Worldwide Corp | Stock | 113,860 | $7.79M | 0.1% | – | – | History |
| TRUTransUnion | COM | 94,500 | $8.51M | 0.1% | – | – | History |
| MCHPMicrochip Technology Inc | Stock | 56,000 | $8.69M | 0.1% | – | – | History |
| CARRCarrier Global Corp | Stock | 224,000 | $9.46M | 0.1% | – | – | History |
| CABOCable One, Inc. | COM | 5,200 | $9.51M | 0.1% | – | – | History |
| AONAon plc | CL A | 41,500 | $9.55M | 0.1% | – | – | History |
| TRUPTrupanion, Inc. | COM | 133,300 | $10.2M | 0.1% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 114,500 | $10.2M | 0.1% | – | – | History |
| HXLHexcel Corp | COM | 189,000 | $10.6M | 0.1% | – | – | History |
| ALBAlbemarle Corp | Stock | 76,000 | $11.1M | 0.2% | – | – | History |
| CCKCrown Holdings, Inc. | COM | 116,000 | $11.3M | 0.2% | – | – | History |
| AMTAmerican Tower Corp | REIT | 51,730 | $12.4M | 0.2% | – | – | History |
| VRSKVerisk Analytics, Inc. | COM | 74,000 | $13.1M | 0.2% | – | – | History |
| PEPPepsiCo Inc | Stock | 96,210 | $13.6M | 0.2% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 39,150 | $13.8M | 0.2% | – | – | History |
| PAYXPaychex Inc | Stock | 150,000 | $14.7M | 0.2% | – | – | History |
| BNYBank of New York Mellon Corp | Stock | 357,750 | $16.9M | 0.2% | – | – | History |
| EAElectronic Arts Inc. | COM | 126,100 | $17.1M | 0.2% | – | – | History |
| RTXRTX Corp | Stock | 224,000 | $17.3M | 0.2% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 342,000 | $17.7M | 0.2% | – | – | History |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 426,000 | $18.8M | 0.3% | – | – | – |
| UNPUnion Pacific Corp | Stock | 85,778 | $18.9M | 0.3% | – | – | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 45,500 | $21.5M | 0.3% | – | – | History |
| IFFInternational Flavors & Fragrances Inc | COM | 156,000 | $21.8M | 0.3% | – | – | History |
| HCSGHealthcare Services Group Inc | COM | 782,500 | $21.9M | 0.3% | – | – | History |
| EFXEquifax Inc | COM | 122,100 | $22.1M | 0.3% | – | – | History |
| MXIMMaxim Integrated Products Inc | COM | 252,000 | $23.0M | 0.3% | – | – | History |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 522,000 | $23.0M | 0.3% | – | – | – |
| SHWSherwin Williams Co | COM | 31,264 | $23.1M | 0.3% | – | – | History |
| CVSCVS Health Corp | Stock | 332,000 | $25.0M | 0.3% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 12,500 | $25.8M | 0.4% | – | – | History |
| LBRDKLiberty Broadband Corp | COM SER C | 172,113 | $25.8M | 0.4% | – | – | History |
| SEICSEI Investments Co | COM | 427,200 | $26.0M | 0.4% | – | – | History |
| LINLinde PLC | SHS | 94,400 | $26.4M | 0.4% | – | – | History |
| ATVIActivision Blizzard, Inc. | COM | 285,100 | $26.5M | 0.4% | – | – | History |
| TSNTyson Foods, Inc. | Stock | 376,500 | $28.0M | 0.4% | – | – | History |
| CMCSAComcast Corp | Stock | 525,740 | $28.4M | 0.4% | – | – | History |
| LBRDALiberty Broadband Corp | COM SER A | 205,250 | $29.8M | 0.4% | – | – | History |
| BF.BBrown Forman Corp | Stock | 474,187 | $32.7M | 0.5% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 216,550 | $33.0M | 0.5% | – | – | History |
| ITICInvestors Title Co | COM | 213,300 | $35.4M | 0.5% | – | – | History |
| FDSFactset Research Systems Inc | Stock | 116,720 | $36.0M | 0.5% | – | – | History |
| ROKRockwell Automation, Inc | Stock | 142,100 | $37.7M | 0.5% | – | – | History |
| HEI.AHeico Corp | CL A | 343,144 | $39.0M | 0.5% | – | – | History |
| SRCLStericycle Inc | COM | 593,700 | $40.1M | 0.6% | – | – | History |
| MHKMohawk Industries Inc | COM | 221,000 | $42.5M | 0.6% | – | – | History |
| ROLRollins Inc | COM | 1,243,275 | $42.8M | 0.6% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 146,643 | $43.2M | 0.6% | – | – | History |
| ACNAccenture plc | Stock | 159,400 | $44.0M | 0.6% | – | – | History |
| NVRNVR Inc | COM | 9,531 | $44.9M | 0.6% | – | – | History |
| CGCarlyle Group Inc. | COM | 1,222,000 | $44.9M | 0.6% | – | – | History |
| MMM3M Co | Stock | 238,100 | $45.9M | 0.6% | – | – | History |
| APOApollo Global Management, Inc. | COM CL A | 1,012,500 | $47.6M | 0.7% | – | – | History |
| NKENIKE, Inc. | Stock | 366,000 | $48.6M | 0.7% | – | – | History |
| ENOVEnovis CORP | COM | 1,135,070 | $49.7M | 0.7% | – | – | History |
| SPGIS&P Global Inc. | Stock | 148,240 | $52.3M | 0.7% | – | – | History |
| BF.ABrown Forman Corp | CL A | 843,000 | $53.7M | 0.7% | – | – | History |
| TROWPrice T Rowe Group Inc | Stock | 314,000 | $53.9M | 0.7% | – | – | History |
| MSCIMSCI Inc. | Stock | 137,000 | $57.4M | 0.8% | – | – | History |
| SBUXStarbucks Corp | Stock | 527,818 | $57.7M | 0.8% | – | – | History |
| WHRWhirlpool Corp | Stock | 274,049 | $60.4M | 0.8% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 229,500 | $61.6M | 0.9% | – | – | History |
| MCOMoodys Corp | Stock | 211,240 | $63.1M | 0.9% | – | – | History |
| PGRProgressive Corp | Stock | 692,100 | $66.2M | 0.9% | – | – | History |
| ECLEcolab Inc. | Stock | 309,300 | $66.2M | 0.9% | – | – | History |
| CATCaterpillar Inc | Stock | 287,500 | $66.7M | 0.9% | – | – | History |
| KKRKKR & Co. Inc. | COM | 1,399,400 | $68.4M | 0.9% | – | – | History |
| AXPAmerican Express Co | Stock | 484,150 | $68.5M | 0.9% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 387,000 | $70.3M | 1.0% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 1,095,300 | $71.4M | 1.0% | – | – | History |
| NVONovo Nordisk A S | ADR | 1,075,000 | $72.5M | 1.0% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 327,500 | $72.5M | 1.0% | – | – | History |
| MAMastercard Inc | Stock | 207,440 | $73.9M | 1.0% | – | – | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 609,500 | $74.2M | 1.0% | – | – | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,463,300 | $83.4M | 1.2% | – | – | History |
| BXBlackstone Inc. | COM | 1,229,000 | $91.6M | 1.3% | – | – | History |
| JNJJohnson & Johnson | Stock | 610,800 | $100.4M | 1.4% | – | – | History |
| WSOWatsco Inc | COM | 403,500 | $105.2M | 1.5% | – | – | History |