Markel Group
SuperinvestorMarkel Group Inc.
- SEC CIK
- 0001096343
- Manager
- Tom Gayner
- Style
- Quality, Value
- Latest filing
- Jul 31, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 5, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 125
- 0 vs. Q2 2021
- Portfolio value
- $7.91B
- +$10.4M (+0.1%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KKRKKR & Co. Inc. | COM | 1,416,300 | $86.2M | 1.1% | +8,500+0.6% | Added | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,463,300 | $87.8M | 1.1% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 609,500 | $92.3M | 1.2% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 610,800 | $98.6M | 1.2% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 1,075,000 | $103.2M | 1.3% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 414,250 | $109.6M | 1.4% | +7,750+1.9% | Added | History |
| LOWLowes Companies Inc | Stock | 588,980 | $119.5M | 1.5% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 1,197,272 | $120.1M | 1.5% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 343,860 | $130.0M | 1.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 479,980 | $135.3M | 1.7% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $139.2M | 1.8% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,229,000 | $143.0M | 1.8% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 1,198,540 | $169.6M | 2.1% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 1,057,421 | $177.1M | 2.2% | +166,010+18.6% | Added | History |
| BLKBlackRock, Inc. | COM | 220,200 | $184.7M | 2.3% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 958,040 | $213.4M | 2.7% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 755,800 | $253.2M | 3.2% | 00.0% | Unchanged | History |
| DEODiageo PLC | SPON ADR NEW | 1,350,208 | $260.6M | 3.3% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 920,000 | $302.0M | 3.8% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 1,864,165 | $315.4M | 4.0% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 98,518 | $323.6M | 4.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 137,493 | $366.5M | 4.6% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $418.1M | 5.3% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $458.3M | 5.8% | 00.0% | Unchanged | History |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 8,715,741 | $466.4M | 5.9% | 00.0% | Unchanged | History |
Sold out since Q2 2021 (3)
Positions held at the end of Q2 2021 that are gone from this filing.