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 |
|---|---|---|---|---|---|---|---|
| WSOWatsco Inc | COM | 418,750 | $131.0M | 1.5% | +4,500+1.1% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 343,860 | $131.5M | 1.5% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 1,197,272 | $134.2M | 1.5% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $136.5M | 1.6% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 588,980 | $152.2M | 1.7% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,229,000 | $159.0M | 1.8% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 479,980 | $161.4M | 1.8% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 1,062,671 | $186.8M | 2.1% | +5,250+0.5% | Added | History |
| BLKBlackRock, Inc. | COM | 220,200 | $201.6M | 2.3% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 958,040 | $207.6M | 2.4% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 1,198,540 | $212.8M | 2.4% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 755,800 | $259.2M | 3.0% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 1,880,165 | $291.2M | 3.3% | +16,000+0.9% | Added | History |
| DEODiageo PLC | SPON ADR NEW | 1,350,208 | $297.2M | 3.4% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 98,518 | $328.5M | 3.8% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 920,000 | $381.8M | 4.4% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 137,493 | $397.8M | 4.6% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $458.1M | 5.2% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $502.0M | 5.7% | 00.0% | Unchanged | History |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 8,715,741 | $526.3M | 6.0% | 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 |