Markel Group
SuperinvestorMarkel Group Inc.
- SEC CIK
- 0001096343
- Manager
- Tom Gayner
- Style
- Quality, Value
- Latest filing
- Jul 31, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 6, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 125
- +7 vs. Q1 2021
- Portfolio value
- $7.90B
- +$674.6M (+9.3%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KKRKKR & Co. Inc. | COM | 1,407,800 | $83.4M | 1.1% | +8,400+0.6% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 609,500 | $85.7M | 1.1% | 00.0% | Unchanged | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,463,300 | $88.7M | 1.1% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 1,075,000 | $90.1M | 1.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 610,800 | $100.6M | 1.3% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 588,980 | $114.2M | 1.4% | +300+0.1% | Added | History |
| WSOWatsco Inc | COM | 406,500 | $116.5M | 1.5% | +3,000+0.7% | Added | History |
| BXBlackstone Inc. | COM | 1,229,000 | $119.4M | 1.5% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 1,197,272 | $125.2M | 1.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 479,980 | $130.0M | 1.6% | +680+0.1% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 343,860 | $130.5M | 1.7% | +200+0.1% | Added | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $139.2M | 1.8% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 891,411 | $153.5M | 1.9% | +5,600+0.6% | Added | History |
| AAPLApple Inc. | Stock | 1,198,540 | $164.2M | 2.1% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 220,200 | $192.7M | 2.4% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 958,040 | $224.0M | 2.8% | +3600.0% | Added | History |
| DEODiageo PLC | SPON ADR NEW | 1,350,208 | $258.8M | 3.3% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 755,800 | $266.6M | 3.4% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 920,000 | $293.4M | 3.7% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 1,864,165 | $327.7M | 4.1% | +2200.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 98,518 | $338.9M | 4.3% | +76+0.1% | Added | History |
| GOOGAlphabet Inc. | Stock | 137,493 | $344.6M | 4.4% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $425.8M | 5.4% | 00.0% | Unchanged | History |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 8,715,741 | $444.3M | 5.6% | +6,800+0.1% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $466.3M | 5.9% | 00.0% | Unchanged | History |
Sold out since Q1 2021 (2)
Positions held at the end of Q1 2021 that are gone from this filing.