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 |
|---|---|---|---|---|---|---|---|
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 59,000 | $4.62M | 0.1% | 00.0% | Unchanged | History |
| FDXFedEx Corp | Stock | 17,500 | $4.53M | 0.1% | +17,500 | New | History |
| BALLBALL Corp | COM | 46,000 | $4.43M | 0.1% | 00.0% | Unchanged | History |
| Brookfield Asset Mgmt ReinsG16169107 | CL A EXCH LT VTG | 60,101 | $3.76M | <0.1% | 00.0% | Unchanged | – |
| IFFInternational Flavors & Fragrances Inc | COM | 23,000 | $3.46M | <0.1% | −58,500−71.8% | Reduced | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $3.27M | <0.1% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 9,113 | $3.24M | <0.1% | +1,800+24.6% | Added | History |
| YAlleghany Corp | COM | 4,328 | $2.89M | <0.1% | 00.0% | Unchanged | History |
| OIO-I Glass, Inc. | COM | 240,000 | $2.89M | <0.1% | +120,000+100.0% | Added | History |
| Hagerty, Inc.405166117 | *W EXP 99/99/999 | 540,000 | $2.37M | <0.1% | +540,000 | New | – |
| WRBBerkley W R Corp | COM | 27,000 | $2.23M | <0.1% | 00.0% | Unchanged | History |
| SHAKShake Shack Inc. | CL A | 30,600 | $2.21M | <0.1% | 00.0% | Unchanged | History |
| EMNEastman Chemical Co | Stock | 17,450 | $2.11M | <0.1% | +1,400+8.7% | Added | History |
| INTUIntuit Inc. | Stock | 2,720 | $1.75M | <0.1% | +680+33.3% | Added | History |
| LAMRLamar Advertising Co | REIT | 8,500 | $1.03M | <0.1% | 00.0% | Unchanged | History |
| CECelanese Corp | Stock | 4,800 | $807.0K | <0.1% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 5,120 | $700.0K | <0.1% | +1,000+24.3% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 2,900 | $679.0K | <0.1% | +1,940+202.1% | Added | History |
| CSGPCostar Group, Inc. | COM | 3,100 | $245.0K | <0.1% | +3,100 | New | History |
| TMOThermo Fisher Scientific Inc. | Stock | 300 | $200.0K | <0.1% | +300 | New | 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 |