Markel Group
SuperinvestorMarkel Group Inc.
- SEC CIK
- 0001096343
- Manager
- Tom Gayner
- Style
- Quality, Value
- Latest filing
- Jul 31, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Jun 13, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 120
- −5 vs. Q3 2021
- Portfolio value
- $8.74B
- +$826.1M (+10.4%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | Stock | 300 | $200.0K | <0.1% | +300 | New | History |
| CSGPCostar Group, Inc. | COM | 3,100 | $245.0K | <0.1% | +3,100 | New | History |
| SPOTSpotify Technology S.A. | Stock | 2,900 | $679.0K | <0.1% | +1,940+202.1% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 5,120 | $700.0K | <0.1% | +1,000+24.3% | Added | History |
| CECelanese Corp | Stock | 4,800 | $807.0K | <0.1% | 00.0% | Unchanged | History |
| LAMRLamar Advertising Co | REIT | 8,500 | $1.03M | <0.1% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 2,720 | $1.75M | <0.1% | +680+33.3% | Added | History |
| EMNEastman Chemical Co | Stock | 17,450 | $2.11M | <0.1% | +1,400+8.7% | Added | History |
| SHAKShake Shack Inc. | CL A | 30,600 | $2.21M | <0.1% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 27,000 | $2.23M | <0.1% | 00.0% | Unchanged | History |
| Hagerty, Inc.405166117 | *W EXP 99/99/999 | 540,000 | $2.37M | <0.1% | +540,000 | New | – |
| OIO-I Glass, Inc. | COM | 240,000 | $2.89M | <0.1% | +120,000+100.0% | Added | History |
| YAlleghany Corp | COM | 4,328 | $2.89M | <0.1% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 9,113 | $3.24M | <0.1% | +1,800+24.6% | Added | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $3.27M | <0.1% | 00.0% | Unchanged | History |
| IFFInternational Flavors & Fragrances Inc | COM | 23,000 | $3.46M | <0.1% | −58,500−71.8% | Reduced | History |
| Brookfield Asset Mgmt ReinsG16169107 | CL A EXCH LT VTG | 60,101 | $3.76M | <0.1% | 00.0% | Unchanged | – |
| BALLBALL Corp | COM | 46,000 | $4.43M | 0.1% | 00.0% | Unchanged | History |
| FDXFedEx Corp | Stock | 17,500 | $4.53M | 0.1% | +17,500 | New | History |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 59,000 | $4.62M | 0.1% | 00.0% | Unchanged | History |
| ALLAllstate Corp | Stock | 39,800 | $4.68M | 0.1% | +34,300+623.6% | Added | History |
| LBTYALiberty Global Ltd. | SHS CL A | 179,000 | $4.96M | 0.1% | 00.0% | Unchanged | History |
| MRVLMarvell Technology, Inc. | COM | 69,000 | $6.04M | 0.1% | 00.0% | Unchanged | History |
| CABOCable One, Inc. | COM | 5,200 | $9.17M | 0.1% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 195,450 | $9.38M | 0.1% | 00.0% | Unchanged | History |
| MCHPMicrochip Technology Inc | Stock | 112,000 | $9.75M | 0.1% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| HXLHexcel Corp | COM | 189,000 | $9.79M | 0.1% | 00.0% | Unchanged | History |
| TPLTexas Pacific Land Corp | Stock | 7,900 | $9.87M | 0.1% | +1,000+14.5% | Added | History |
| OTISOtis Worldwide Corp | Stock | 114,620 | $9.98M | 0.1% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 114,500 | $10.9M | 0.1% | 00.0% | Unchanged | History |
| TRUTransUnion | COM | 94,500 | $11.2M | 0.1% | 00.0% | Unchanged | History |
| CARRCarrier Global Corp | Stock | 235,000 | $12.7M | 0.1% | +4,500+2.0% | Added | History |
| CCKCrown Holdings, Inc. | COM | 116,000 | $12.8M | 0.1% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 51,910 | $15.2M | 0.2% | 00.0% | Unchanged | History |
| DGDollar General Corp | COM | 69,750 | $16.4M | 0.2% | +32,500+87.2% | Added | History |
| PEPPepsiCo Inc | Stock | 96,210 | $16.7M | 0.2% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 74,000 | $16.9M | 0.2% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 58,100 | $17.5M | 0.2% | +6,500+12.6% | Added | History |
| TRUPTrupanion, Inc. | COM | 133,400 | $17.6M | 0.2% | 00.0% | Unchanged | History |
| ALBAlbemarle Corp | Stock | 76,000 | $17.8M | 0.2% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 224,000 | $19.3M | 0.2% | 00.0% | Unchanged | History |
| HCSGHealthcare Services Group Inc | COM | 1,128,500 | $20.1M | 0.2% | +285,000+33.8% | Added | History |
| PAYXPaychex Inc | Stock | 150,000 | $20.5M | 0.2% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 357,750 | $20.8M | 0.2% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 85,778 | $21.6M | 0.2% | 00.0% | Unchanged | History |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 426,000 | $21.7M | 0.2% | 00.0% | Unchanged | – |
| CSCOCisco Systems, Inc. | Stock | 342,000 | $21.7M | 0.2% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 39,150 | $22.2M | 0.3% | 00.0% | Unchanged | History |
| SEICSEI Investments Co | COM | 431,200 | $26.3M | 0.3% | 00.0% | Unchanged | History |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 522,000 | $26.5M | 0.3% | 00.0% | Unchanged | – |
| CMCSAComcast Corp | Stock | 532,280 | $26.8M | 0.3% | +4,000+0.8% | Added | History |
| LBRDKLiberty Broadband Corp | COM SER C | 172,113 | $27.7M | 0.3% | 00.0% | Unchanged | History |
| ATVIActivision Blizzard, Inc. | COM | 453,600 | $30.2M | 0.3% | +118,000+35.2% | Added | History |
| LINLinde PLC | SHS | 94,400 | $32.7M | 0.4% | 00.0% | Unchanged | History |
| TSNTyson Foods, Inc. | Stock | 376,500 | $32.8M | 0.4% | 00.0% | Unchanged | History |
| LBRDALiberty Broadband Corp | COM SER A | 205,250 | $33.0M | 0.4% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 94,172 | $33.2M | 0.4% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 332,000 | $34.2M | 0.4% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 216,550 | $34.3M | 0.4% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 474,187 | $34.5M | 0.4% | 00.0% | Unchanged | History |
| SRCLStericycle Inc | COM | 593,700 | $35.4M | 0.4% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 122,100 | $35.8M | 0.4% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 13,250 | $38.4M | 0.4% | +750+6.0% | Added | History |
| MHKMohawk Industries Inc | COM | 221,000 | $40.3M | 0.5% | 00.0% | Unchanged | History |
| ITICInvestors Title Co | COM | 213,300 | $42.1M | 0.5% | 00.0% | Unchanged | History |
| ROLRollins Inc | COM | 1,243,275 | $42.5M | 0.5% | 00.0% | Unchanged | History |
| Hagerty Inc405166909 | COM CL A | 3,000,000 | $42.5M | 0.5% | +3,000,000 | New | – |
| HEI.AHeico Corp | CL A | 343,144 | $44.1M | 0.5% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 253,200 | $45.0M | 0.5% | +6,000+2.4% | Added | History |
| METAMeta Platforms, Inc. | Stock | 147,803 | $49.7M | 0.6% | 00.0% | Unchanged | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 79,300 | $50.1M | 0.6% | +5,000+6.7% | Added | History |
| ENOVEnovis CORP | COM | 1,135,070 | $52.2M | 0.6% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 150,900 | $52.6M | 0.6% | +3,000+2.0% | Added | History |
| NVRNVR Inc | COM | 9,539 | $56.4M | 0.6% | 00.0% | Unchanged | History |
| FDSFactset Research Systems Inc | Stock | 116,720 | $56.7M | 0.6% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 843,000 | $57.1M | 0.7% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 287,500 | $59.4M | 0.7% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 366,000 | $61.0M | 0.7% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 314,000 | $61.7M | 0.7% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 528,318 | $61.8M | 0.7% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 159,400 | $66.1M | 0.8% | 00.0% | Unchanged | History |
| WHRWhirlpool Corp | Stock | 282,049 | $66.2M | 0.8% | +1,100+0.4% | Added | History |
| CGCarlyle Group Inc. | COM | 1,237,000 | $67.9M | 0.8% | +2,000+0.2% | Added | History |
| NSCNorfolk Southern Corp | Stock | 229,500 | $68.3M | 0.8% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 148,540 | $70.1M | 0.8% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 309,300 | $72.6M | 0.8% | 00.0% | Unchanged | History |
| APOApollo Global Management, Inc. | COM CL A | 1,012,500 | $73.3M | 0.8% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 721,000 | $74.0M | 0.8% | +18,500+2.6% | Added | History |
| MAMastercard Inc | Stock | 207,540 | $74.6M | 0.9% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 484,250 | $79.2M | 0.9% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 387,000 | $80.7M | 0.9% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 327,500 | $80.8M | 0.9% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 211,240 | $82.5M | 0.9% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 137,000 | $83.9M | 1.0% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 1,095,300 | $92.1M | 1.1% | 00.0% | Unchanged | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,463,300 | $98.9M | 1.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 610,800 | $104.5M | 1.2% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 1,417,300 | $105.6M | 1.2% | +1,000+0.1% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 609,500 | $105.9M | 1.2% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 1,075,000 | $120.4M | 1.4% | 00.0% | Unchanged | History |
Sold out since Q3 2021 (10)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| ILMNIllumina, Inc. | COM | 4,000 | $1.62M | <0.1% | History |
| CCitigroup Inc | Stock | 21,020 | $1.48M | <0.1% | History |
| DHIHorton D R Inc | COM | 13,999 | $1.18M | <0.1% | History |
| LEN.BLennar Corp | CL B | 13,000 | $1.01M | <0.1% | History |
| TWTRTwitter, Inc. | COM | 10,500 | $634.0K | <0.1% | History |
| MTCHMatch Group, Inc. | COM | 3,560 | $559.0K | <0.1% | History |
| PYPLPayPal Holdings, Inc. | Stock | 1,830 | $476.0K | <0.1% | History |
| CRMSalesforce, Inc. | Stock | 1,753 | $475.0K | <0.1% | History |
| ROPRoper Technologies Inc | Stock | 820 | $366.0K | <0.1% | History |
| PPLIPeople Inc | COM NEW | 2,454 | $320.0K | <0.1% | History |