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Livermore
Livermore
ZHEN

Markel Group

Superinvestor

Markel Group Inc.

SEC CIK
0001096343
Manager
Tom Gayner
Style
Quality, Value
Latest filing
Jul 31, 2026

Holdings changes from Q2 2021 to Q3 2021

Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.

Choose two quarters to compare

New
3
Est. +$9.22M
Added
18
Est. +$50.6M
Reduced
2
Est. −$9.96M
Sold out
3
Est. −$27.1M

Portfolio value went from $7.90B to $7.91B (+$10.4M (+0.1%)); positions from 125 to 125 (0).

All Q3 2021 holdingsAll Q2 2021 holdings

In the shares, value and % of portfolio columns, the top figure is Q3 2021 and the gray one below is Q2 2021. For stocks that split between the two quarters, Q2 2021 shares are converted at the split ratio before comparing.

Holdings of Markel Group in Q2 2021 and Q3 2021 compared
SecurityActionSharesShare changeValueEst. bought or sold% of portfolioWeight change (pp)
BAMBrookfield Asset Management Ltd.UnchangedHistory8,715,7418,715,74100.0%$466.4M$444.3M$05.9%5.6%+0.27
BRK.ABerkshire Hathaway IncUnchangedHistory1,1141,11400.0%$458.3M$466.3M$05.8%5.9%−0.11
BRK.BBerkshire Hathaway IncUnchangedHistory1,531,9711,531,97100.0%$418.1M$425.8M$05.3%5.4%−0.10
GOOGAlphabet Inc.UnchangedHistory137,493137,49300.0%$366.5M$344.6M$04.6%4.4%+0.27
AMZNAmazon Com IncUnchangedHistory98,51898,51800.0%$323.6M$338.9M$04.1%4.3%−0.20
DISWalt Disney CoUnchangedHistory1,864,1651,864,16500.0%$315.4M$327.7M$04.0%4.1%−0.16
HDHome Depot, Inc.UnchangedHistory920,000920,00000.0%$302.0M$293.4M$03.8%3.7%+0.10
DEODiageo PLCUnchangedHistory1,350,2081,350,20800.0%$260.6M$258.8M$03.3%3.3%+0.02
DEDeere & CoUnchangedHistory755,800755,80000.0%$253.2M$266.6M$03.2%3.4%−0.17
VVisa Inc.UnchangedHistory958,040958,04000.0%$213.4M$224.0M$02.7%2.8%−0.14
BLKBlackRock, Inc.UnchangedHistory220,200220,20000.0%$184.7M$192.7M$02.3%2.4%−0.10
ADIAnalog Devices IncAddedHistory1,057,421891,411+166,010+18.6%$177.1M$153.5M+$27.8M2.2%1.9%+0.30
AAPLApple Inc.UnchangedHistory1,198,5401,198,54000.0%$169.6M$164.2M$02.1%2.1%+0.07
BXBlackstone Inc.UnchangedHistory1,229,0001,229,00000.0%$143.0M$119.4M$01.8%1.5%+0.30
TXNTexas Instruments IncUnchangedHistory724,000724,00000.0%$139.2M$139.2M$01.8%1.8%0.00
MSFTMicrosoft CorpUnchangedHistory479,980479,98000.0%$135.3M$130.0M$01.7%1.6%+0.06
GSGoldman Sachs Group IncUnchangedHistory343,860343,86000.0%$130.0M$130.5M$01.6%1.7%−0.01
RLIRli CorpUnchangedHistory1,197,2721,197,27200.0%$120.1M$125.2M$01.5%1.6%−0.07
LOWLowes Companies IncUnchangedHistory588,980588,98000.0%$119.5M$114.2M$01.5%1.4%+0.06
WSOWatsco IncAddedHistory414,250406,500+7,750+1.9%$109.6M$116.5M+$2.05M1.4%1.5%−0.09
NVONovo Nordisk A SUnchangedHistory1,075,0001,075,00000.0%$103.2M$90.1M$01.3%1.1%+0.16
JNJJohnson & JohnsonUnchangedHistory610,800610,80000.0%$98.6M$100.6M$01.2%1.3%−0.03
MRSHMarsh & McLennan Companies, Inc.UnchangedHistory609,500609,50000.0%$92.3M$85.7M$01.2%1.1%+0.08
ADMArcher-Daniels-Midland CoUnchangedHistory1,463,3001,463,30000.0%$87.8M$88.7M$01.1%1.1%−0.01
KKRKKR & Co. Inc.AddedHistory1,416,3001,407,800+8,500+0.6%$86.2M$83.4M+$517.5K1.1%1.1%+0.03
MSCIMSCI Inc.UnchangedHistory137,000137,00000.0%$83.3M$73.0M$01.1%0.9%+0.13
AXPAmerican Express CoUnchangedHistory484,250484,25000.0%$81.1M$80.0M$01.0%1.0%+0.01
SCHWSchwab Charles CorpUnchangedHistory1,095,3001,095,30000.0%$79.8M$79.7M$01.0%1.0%0.00
GDGeneral Dynamics CorpUnchangedHistory387,000387,00000.0%$75.9M$72.9M$01.0%0.9%+0.04
MCOMoodys CorpUnchangedHistory211,240211,24000.0%$75.0M$76.5M$00.9%1.0%−0.02
MAMastercard IncUnchangedHistory207,540207,54000.0%$72.2M$75.8M$00.9%1.0%−0.05
ITWIllinois Tool Works IncUnchangedHistory327,500327,50000.0%$67.7M$73.2M$00.9%0.9%−0.07
ECLEcolab Inc.UnchangedHistory309,300309,30000.0%$64.5M$63.7M$00.8%0.8%+0.01
PGRProgressive CorpAddedHistory702,500693,300+9,200+1.3%$63.5M$68.1M+$831.6K0.8%0.9%−0.06
SPGIS&P Global Inc.UnchangedHistory148,540148,54000.0%$63.1M$61.0M$00.8%0.8%+0.03
APOApollo Global Management, Inc.UnchangedHistory1,012,5001,012,50000.0%$62.4M$63.0M$00.8%0.8%−0.01
TROWPrice T Rowe Group IncUnchangedHistory314,000314,00000.0%$61.8M$62.2M$00.8%0.8%−0.01
CGCarlyle Group Inc.AddedHistory1,235,0001,224,000+11,000+0.9%$58.4M$56.9M+$520.1K0.7%0.7%+0.02
SBUXStarbucks CorpUnchangedHistory528,318528,31800.0%$58.3M$59.1M$00.7%0.7%−0.01
WHRWhirlpool CorpAddedHistory280,949276,849+4,100+1.5%$57.3M$60.4M+$835.8K0.7%0.8%−0.04
CATCaterpillar IncUnchangedHistory287,500287,50000.0%$55.2M$62.6M$00.7%0.8%−0.09
NSCNorfolk Southern CorpUnchangedHistory229,500229,50000.0%$54.9M$60.9M$00.7%0.8%−0.08
NKENIKE, Inc.UnchangedHistory366,000366,00000.0%$53.2M$56.5M$00.7%0.7%−0.04
BF.ABrown Forman CorpUnchangedHistory843,000843,00000.0%$52.8M$59.4M$00.7%0.8%−0.08
ENOVEnovis CORPUnchangedHistory1,135,0701,135,07000.0%$52.1M$52.0M$00.7%0.7%0.00
ACNAccenture plcUnchangedHistory159,400159,40000.0%$51.0M$47.0M$00.6%0.6%+0.05
METAMeta Platforms, Inc.UnchangedHistory147,803147,80300.0%$50.2M$51.4M$00.6%0.7%−0.02
FDSFactset Research Systems IncUnchangedHistory116,720116,72000.0%$46.1M$39.2M$00.6%0.5%+0.09
NVRNVR IncUnchangedHistory9,5399,53900.0%$45.7M$47.4M$00.6%0.6%−0.02
REGNRegeneron Pharmaceuticals, Inc.AddedHistory74,30066,800+7,500+11.2%$45.0M$37.3M+$4.54M0.6%0.5%+0.10
ROLRollins IncUnchangedHistory1,243,2751,243,27500.0%$43.9M$42.5M$00.6%0.5%+0.02
ROKRockwell Automation, IncAddedHistory147,900142,100+5,800+4.1%$43.5M$40.6M+$1.71M0.5%0.5%+0.04
MMM3M CoAddedHistory247,200240,700+6,500+2.7%$43.4M$47.8M+$1.14M0.5%0.6%−0.06
HEI.AHeico CorpUnchangedHistory343,144343,14400.0%$40.6M$42.6M$00.5%0.5%−0.03
SRCLStericycle IncUnchangedHistory593,700593,70000.0%$40.4M$42.5M$00.5%0.5%−0.03
MHKMohawk Industries IncUnchangedHistory221,000221,00000.0%$39.2M$42.5M$00.5%0.5%−0.04
ITICInvestors Title CoUnchangedHistory213,300213,30000.0%$38.9M$37.2M$00.5%0.5%+0.02
JPMJPMorgan Chase & CoUnchangedHistory216,550216,55000.0%$35.4M$33.7M$00.4%0.4%+0.02
LBRDALiberty Broadband CorpUnchangedHistory205,250205,25000.0%$34.6M$34.5M$00.4%0.4%0.00
GOOGLAlphabet Inc.UnchangedHistory12,50012,50000.0%$33.4M$30.5M$00.4%0.4%+0.04
BF.BBrown Forman CorpUnchangedHistory474,187474,18700.0%$31.8M$35.5M$00.4%0.4%−0.05
EFXEquifax IncUnchangedHistory122,100122,10000.0%$30.9M$29.2M$00.4%0.4%+0.02
LBRDKLiberty Broadband CorpUnchangedHistory172,113172,11300.0%$29.7M$29.9M$00.4%0.4%0.00
TSNTyson Foods, Inc.UnchangedHistory376,500376,50000.0%$29.7M$27.8M$00.4%0.4%+0.02
CMCSAComcast CorpUnchangedHistory528,280528,28000.0%$29.5M$30.1M$00.4%0.4%−0.01
CVSCVS Health CorpUnchangedHistory332,000332,00000.0%$28.2M$27.7M$00.4%0.4%+0.01
LINLinde PLCUnchangedHistory94,40094,40000.0%$27.7M$27.3M$00.4%0.3%0.00
SHWSherwin Williams CoUnchangedHistory94,17294,17200.0%$26.3M$25.7M$00.3%0.3%+0.01
ATVIActivision Blizzard, Inc.AddedHistory335,600306,100+29,500+9.6%$26.0M$29.2M+$2.28M0.3%0.4%−0.04
SEICSEI Investments CoAddedHistory431,200427,200+4,000+0.9%$25.6M$26.5M+$237.2K0.3%0.3%−0.01
Liberty Media Corp Del531229607Unchanged–522,000522,00000.0%$24.8M$24.2M$00.3%0.3%+0.01
HCSGHealthcare Services Group IncAddedHistory843,500819,000+24,500+3.0%$21.1M$25.9M+$612.3K0.3%0.3%−0.06
Liberty Media Corp531229409Unchanged–426,000426,00000.0%$20.1M$19.8M$00.3%0.3%0.00
RTXRTX CorpUnchangedHistory224,000224,00000.0%$19.3M$19.1M$00.2%0.2%0.00
CSCOCisco Systems, Inc.UnchangedHistory342,000342,00000.0%$18.6M$18.1M$00.2%0.2%+0.01
BNYBank of New York Mellon CorpUnchangedHistory357,750357,75000.0%$18.5M$18.3M$00.2%0.2%0.00
COSTCostco Wholesale CorpUnchangedHistory39,15039,15000.0%$17.6M$15.5M$00.2%0.2%+0.03
PAYXPaychex IncUnchangedHistory150,000150,00000.0%$16.9M$16.1M$00.2%0.2%+0.01
UNPUnion Pacific CorpUnchangedHistory85,77885,77800.0%$16.8M$18.9M$00.2%0.2%−0.03
ALBAlbemarle CorpUnchangedHistory76,00076,00000.0%$16.6M$12.8M$00.2%0.2%+0.05
VRSKVerisk Analytics, Inc.UnchangedHistory74,00074,00000.0%$14.8M$12.9M$00.2%0.2%+0.02
AONAon plcAddedHistory51,60044,900+6,700+14.9%$14.7M$10.7M+$1.91M0.2%0.1%+0.05
PEPPepsiCo IncUnchangedHistory96,21096,21000.0%$14.5M$14.3M$00.2%0.2%0.00
AMTAmerican Tower CorpUnchangedHistory51,91051,91000.0%$13.8M$14.0M$00.2%0.2%0.00
CARRCarrier Global CorpAddedHistory230,500224,000+6,500+2.9%$11.9M$10.9M+$336.4K0.2%0.1%+0.01
CCKCrown Holdings, Inc.UnchangedHistory116,000116,00000.0%$11.7M$11.9M$00.1%0.2%0.00
HXLHexcel CorpUnchangedHistory189,000189,00000.0%$11.2M$11.8M$00.1%0.1%−0.01
IFFInternational Flavors & Fragrances IncReducedHistory81,500156,000−74,500−47.8%$10.9M$23.3M−$9.96M0.1%0.3%−0.16
PMPhilip Morris International Inc.UnchangedHistory114,500114,50000.0%$10.9M$11.3M$00.1%0.1%−0.01
TRUTransUnionUnchangedHistory94,50094,50000.0%$10.6M$10.4M$00.1%0.1%0.00
TRUPTrupanion, Inc.UnchangedHistory133,400133,40000.0%$10.4M$15.4M$00.1%0.2%−0.06
OTISOtis Worldwide CorpUnchangedHistory114,620114,62000.0%$9.43M$9.37M$00.1%0.1%0.00
CABOCable One, Inc.UnchangedHistory5,2005,20000.0%$9.43M$9.95M$00.1%0.1%−0.01
WFCWells Fargo & CompanyUnchangedHistory195,450195,45000.0%$9.07M$8.85M$00.1%0.1%0.00
MCHPMicrochip Technology IncUnchangedHistory56,00056,00000.0%$8.60M$8.38M$00.1%0.1%0.00
TPLTexas Pacific Land CorpAddedHistory6,9004,500+2,400+53.3%$8.35M$7.20M+$2.90M0.1%0.1%+0.01
DGDollar General CorpNewHistory37,2500+37,250$7.90M$0+$7.90M0.1%0.0%+0.10
LBTYALiberty Global Ltd.UnchangedHistory179,000179,00000.0%$5.33M$4.86M$00.1%0.1%+0.01
MRVLMarvell Technology, Inc.UnchangedHistory69,00069,00000.0%$4.16M$4.03M$00.1%0.1%0.00
BALLBALL CorpUnchangedHistory46,00046,00000.0%$4.14M$3.73M$00.1%<0.1%+0.01

Estimated amounts multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares): new positions use this quarter's value and sold-out positions last quarter's; positions reported only as principal (PRN) cannot be estimated. 13F shows only quarter-end holdings, not when trades happened or at what price.