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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 Q3 2021

Holdings as of Sep 30, 2021, filed Nov 5, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
125
0 vs. Q2 2021
Portfolio value
$7.91B
+$10.4M (+0.1%) vs. Q2 2021
Filed
Nov 5, 2021
SEC
Holdings of Markel Group in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
MTSIMACOM Technology Solutions Holdings, Inc.COM59,000$3.83M<0.1%00.0%UnchangedHistory
Brookfield Asset Mgmt ReinsG16169107CL A EXCH LT VTG60,101$3.34M<0.1%−10.0%Reduced–
GHCGraham Holdings CoCOM CL B5,200$3.06M<0.1%00.0%UnchangedHistory
YAlleghany CorpCOM4,328$2.70M<0.1%00.0%UnchangedHistory
LMTLockheed Martin CorpStock7,313$2.52M<0.1%+4,500+160.0%AddedHistory
SHAKShake Shack Inc.CL A30,600$2.40M<0.1%00.0%UnchangedHistory
WRBBerkley W R CorpCOM27,000$1.98M<0.1%00.0%UnchangedHistory
OIO-I Glass, Inc.COM120,000$1.71M<0.1%00.0%UnchangedHistory
ILMNIllumina, Inc.COM4,000$1.62M<0.1%00.0%UnchangedHistory
EMNEastman Chemical CoStock16,050$1.62M<0.1%+4,050+33.8%AddedHistory
CCitigroup IncStock21,020$1.48M<0.1%00.0%UnchangedHistory
DHIHorton D R IncCOM13,999$1.18M<0.1%00.0%UnchangedHistory
INTUIntuit Inc.Stock2,040$1.10M<0.1%+2,040NewHistory
LEN.BLennar CorpCL B13,000$1.01M<0.1%00.0%UnchangedHistory
LAMRLamar Advertising CoREIT8,500$964.0K<0.1%00.0%UnchangedHistory
CECelanese CorpStock4,800$723.0K<0.1%00.0%UnchangedHistory
ALLAllstate CorpStock5,500$700.0K<0.1%+3,500+175.0%AddedHistory
TWTRTwitter, Inc.COM10,500$634.0K<0.1%00.0%UnchangedHistory
MTCHMatch Group, Inc.COM3,560$559.0K<0.1%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock1,830$476.0K<0.1%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock1,753$475.0K<0.1%00.0%UnchangedHistory
ICEIntercontinental Exchange, Inc.Stock4,120$473.0K<0.1%00.0%UnchangedHistory
ROPRoper Technologies IncStock820$366.0K<0.1%00.0%UnchangedHistory
PPLIPeople IncCOM NEW2,454$320.0K<0.1%00.0%UnchangedHistory
SPOTSpotify Technology S.A.Stock960$216.0K<0.1%+960NewHistory

Sold out since Q2 2021 (3)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Markel Group sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
MXIMMaxim Integrated Products IncCOM252,000$26.6M0.3%History
WIXWix.com Ltd.SHS1,200$348.0K<0.1%History
NFLXNetflix IncStock430$227.0K<0.1%History