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Markel Group

Superinvestor

Markel 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.

Institution overview
Positions
125
+7 vs. Q1 2021
Portfolio value
$7.90B
+$674.6M (+9.3%) vs. Q1 2021
Filed
Aug 6, 2021
SEC
Holdings of Markel Group in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
BALLBALL CorpCOM46,000$3.73M<0.1%00.0%UnchangedHistory
GHCGraham Holdings CoCOM CL B5,200$3.30M<0.1%00.0%UnchangedHistory
SHAKShake Shack Inc.CL A30,600$3.27M<0.1%00.0%UnchangedHistory
Brookfield Asset Mgmt ReinsG16169107CL A EXCH LT VTG60,102$3.13M<0.1%+60,102New–
YAlleghany CorpCOM4,328$2.89M<0.1%00.0%UnchangedHistory
WRBBerkley W R CorpCOM27,000$2.01M<0.1%00.0%UnchangedHistory
OIO-I Glass, Inc.COM120,000$1.96M<0.1%00.0%UnchangedHistory
ILMNIllumina, Inc.COM4,000$1.89M<0.1%00.0%UnchangedHistory
CCitigroup IncStock21,020$1.49M<0.1%+400+1.9%AddedHistory
EMNEastman Chemical CoStock12,000$1.40M<0.1%+3,000+33.3%AddedHistory
DHIHorton D R IncCOM13,999$1.26M<0.1%00.0%UnchangedHistory
LMTLockheed Martin CorpStock2,813$1.06M<0.1%+1,520+117.6%AddedHistory
LEN.BLennar CorpCL B13,000$1.06M<0.1%00.0%UnchangedHistory
LAMRLamar Advertising CoREIT8,500$888.0K<0.1%00.0%UnchangedHistory
CECelanese CorpStock4,800$728.0K<0.1%+2,400+100.0%AddedHistory
TWTRTwitter, Inc.COM10,500$723.0K<0.1%+2,000+23.5%AddedHistory
MTCHMatch Group, Inc.COM3,560$574.0K<0.1%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock1,830$533.0K<0.1%00.0%UnchangedHistory
ICEIntercontinental Exchange, Inc.Stock4,120$489.0K<0.1%+1,800+77.6%AddedHistory
CRMSalesforce, Inc.Stock1,753$428.0K<0.1%+1,753NewHistory
ROPRoper Technologies IncStock820$386.0K<0.1%+820NewHistory
PPLIPeople IncCOM NEW2,454$378.0K<0.1%+2,454NewHistory
WIXWix.com Ltd.SHS1,200$348.0K<0.1%+1,200NewHistory
ALLAllstate CorpStock2,000$261.0K<0.1%00.0%UnchangedHistory
NFLXNetflix IncStock430$227.0K<0.1%+430NewHistory

Sold out since Q1 2021 (2)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Markel Group sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
EAElectronic Arts Inc.COM126,100$17.1M0.2%History
IAC Interactivecorp New44891N109COM1,954$423.0K<0.1%–