Markel Group
SuperinvestorMarkel Group Inc.
- SEC CIK
- 0001096343
- Manager
- Tom Gayner
- Style
- Quality, Value
- Latest filing
- Jul 31, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed Jun 13, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 126
- +6 vs. Q4 2021
- Portfolio value
- $8.43B
- −$307.5M (−3.5%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $589.2M | 7.0% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $540.6M | 6.4% | 00.0% | Unchanged | History |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 8,715,741 | $493.0M | 5.8% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 137,493 | $384.0M | 4.6% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 99,068 | $323.0M | 3.8% | +550+0.6% | Added | History |
| DEDeere & Co | Stock | 755,800 | $314.0M | 3.7% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 920,000 | $275.4M | 3.3% | 00.0% | Unchanged | History |
| DEODiageo PLC | SPON ADR NEW | 1,350,208 | $274.3M | 3.3% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 1,922,665 | $263.7M | 3.1% | +42,500+2.3% | Added | History |
| VVisa Inc. | Stock | 961,105 | $213.1M | 2.5% | +3,065+0.3% | Added | History |
| AAPLApple Inc. | Stock | 1,206,990 | $210.8M | 2.5% | +8,450+0.7% | Added | History |
| ADIAnalog Devices Inc | Stock | 1,077,821 | $178.0M | 2.1% | +15,150+1.4% | Added | History |
| BLKBlackRock, Inc. | COM | 220,200 | $168.3M | 2.0% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,229,000 | $156.0M | 1.9% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 479,980 | $148.0M | 1.8% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $132.8M | 1.6% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 1,197,272 | $132.5M | 1.6% | 00.0% | Unchanged | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,463,300 | $132.1M | 1.6% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 418,750 | $127.6M | 1.5% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 1,075,000 | $119.4M | 1.4% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 588,980 | $119.1M | 1.4% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 343,860 | $113.5M | 1.3% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 610,800 | $108.3M | 1.3% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 618,800 | $105.5M | 1.3% | +9,300+1.5% | Added | History |
| GDGeneral Dynamics Corp | Stock | 390,500 | $94.2M | 1.1% | +3,500+0.9% | Added | History |
| SCHWSchwab Charles Corp | Stock | 1,095,300 | $92.3M | 1.1% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 484,250 | $90.6M | 1.1% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 750,750 | $85.6M | 1.0% | +29,750+4.1% | Added | History |
| KKRKKR & Co. Inc. | COM | 1,420,650 | $83.1M | 1.0% | +3,350+0.2% | Added | History |
| MAMastercard Inc | Stock | 207,540 | $74.2M | 0.9% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 212,990 | $71.9M | 0.9% | +1,750+0.8% | Added | History |
| MSCIMSCI Inc. | Stock | 141,700 | $71.3M | 0.8% | +4,700+3.4% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 327,500 | $68.6M | 0.8% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 229,500 | $65.5M | 0.8% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 287,500 | $64.1M | 0.8% | 00.0% | Unchanged | History |
| APOApollo Global Management, Inc. | COM | 1,012,500 | $62.8M | 0.7% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 149,790 | $61.4M | 0.7% | +1,250+0.8% | Added | History |
| CGCarlyle Group Inc. | COM | 1,237,000 | $60.5M | 0.7% | 00.0% | Unchanged | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 80,300 | $56.1M | 0.7% | +1,000+1.3% | Added | History |
| ECLEcolab Inc. | Stock | 309,300 | $54.6M | 0.6% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 159,400 | $53.8M | 0.6% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 843,000 | $52.9M | 0.6% | 00.0% | Unchanged | History |
| FDSFactset Research Systems Inc | Stock | 116,720 | $50.7M | 0.6% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 366,000 | $49.2M | 0.6% | 00.0% | Unchanged | History |
| WHRWhirlpool Corp | Stock | 282,049 | $48.7M | 0.6% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 529,318 | $48.2M | 0.6% | +1,000+0.2% | Added | History |
| TROWPrice T Rowe Group Inc | Stock | 314,000 | $47.5M | 0.6% | 00.0% | Unchanged | History |
| ENOVEnovis CORP | COM | 1,135,070 | $45.2M | 0.5% | 00.0% | Unchanged | History |
| ROLRollins Inc | COM | 1,248,275 | $43.8M | 0.5% | +5,000+0.4% | Added | History |
| HEI.AHeico Corp | CL A | 343,144 | $43.5M | 0.5% | 00.0% | Unchanged | History |
| ITICInvestors Title Co | COM | 213,300 | $43.3M | 0.5% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 15,500 | $43.1M | 0.5% | +2,250+17.0% | Added | History |
| ROKRockwell Automation, Inc | Stock | 152,900 | $42.8M | 0.5% | +2,000+1.3% | Added | History |
| NVRNVR Inc | COM | 9,539 | $42.6M | 0.5% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 269,750 | $40.2M | 0.5% | +16,550+6.5% | Added | History |
| SRCLStericycle Inc | COM | 631,700 | $37.2M | 0.4% | +38,000+6.4% | Added | History |
| ATVIActivision Blizzard, Inc. | COM | 453,600 | $36.3M | 0.4% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 163,400 | $36.3M | 0.4% | +15,597+10.6% | Added | History |
| TSNTyson Foods, Inc. | Stock | 384,500 | $34.5M | 0.4% | +8,000+2.1% | Added | History |
| CVSCVS Health Corp | Stock | 332,000 | $33.6M | 0.4% | 00.0% | Unchanged | History |
| Hagerty Inc405166909 | COM CL A | 3,000,000 | $32.4M | 0.4% | 00.0% | Unchanged | – |
| BF.BBrown Forman Corp | Stock | 474,187 | $31.8M | 0.4% | 00.0% | Unchanged | History |
| LINLinde PLC | SHS | 94,400 | $30.2M | 0.4% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 125,150 | $29.7M | 0.4% | +3,050+2.5% | Added | History |
| CMCSAComcast Corp | Stock | 630,612 | $29.5M | 0.4% | +98,332+18.5% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 216,550 | $29.5M | 0.4% | 00.0% | Unchanged | History |
| DGDollar General Corp | COM | 125,750 | $28.0M | 0.3% | +56,000+80.3% | Added | History |
| LBRDALiberty Broadband Corp | COM SER A | 205,250 | $26.9M | 0.3% | 00.0% | Unchanged | History |
| SEICSEI Investments Co | COM | 445,200 | $26.8M | 0.3% | +14,000+3.2% | Added | History |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 522,000 | $23.9M | 0.3% | 00.0% | Unchanged | – |
| SHWSherwin Williams Co | COM | 94,172 | $23.5M | 0.3% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 85,778 | $23.4M | 0.3% | 00.0% | Unchanged | History |
| LBRDKLiberty Broadband Corp | COM SER C | 172,113 | $23.3M | 0.3% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 39,150 | $22.5M | 0.3% | 00.0% | Unchanged | History |
| HCSGHealthcare Services Group Inc | COM | 1,200,500 | $22.3M | 0.3% | +72,000+6.4% | Added | History |
| RTXRTX Corp | Stock | 224,000 | $22.2M | 0.3% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 64,950 | $21.1M | 0.3% | +6,850+11.8% | Added | History |
| PAYXPaychex Inc | Stock | 150,000 | $20.5M | 0.2% | 00.0% | Unchanged | History |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 426,000 | $19.5M | 0.2% | 00.0% | Unchanged | – |
| CSCOCisco Systems, Inc. | Stock | 342,000 | $19.1M | 0.2% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 357,750 | $17.8M | 0.2% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 76,500 | $16.4M | 0.2% | +2,500+3.4% | Added | History |
| PEPPepsiCo Inc | Stock | 96,210 | $16.1M | 0.2% | 00.0% | Unchanged | History |
| ALLAllstate Corp | Stock | 116,050 | $16.1M | 0.2% | +76,250+191.6% | Added | History |
| CCKCrown Holdings, Inc. | COM | 116,000 | $14.5M | 0.2% | 00.0% | Unchanged | History |
| FDXFedEx Corp | Stock | 58,500 | $13.5M | 0.2% | +41,000+234.3% | Added | History |
| AMTAmerican Tower Corp | REIT | 51,910 | $13.0M | 0.2% | 00.0% | Unchanged | History |
| TRUPTrupanion, Inc. | COM | 133,400 | $11.9M | 0.1% | 00.0% | Unchanged | History |
| HXLHexcel Corp | COM | 189,000 | $11.2M | 0.1% | 00.0% | Unchanged | History |
| CARRCarrier Global Corp | Stock | 235,000 | $10.8M | 0.1% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 114,500 | $10.8M | 0.1% | 00.0% | Unchanged | History |
| TPLTexas Pacific Land Corp | Stock | 7,900 | $10.7M | 0.1% | 00.0% | Unchanged | History |
| TRUTransUnion | COM | 96,050 | $9.93M | 0.1% | +1,550+1.6% | Added | History |
| WFCWells Fargo & Company | Stock | 195,450 | $9.47M | 0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 114,620 | $8.82M | 0.1% | 00.0% | Unchanged | History |
| CABOCable One, Inc. | COM | 5,200 | $7.61M | 0.1% | 00.0% | Unchanged | History |
| THGHanover Insurance Group, Inc. | COM | 47,000 | $7.03M | 0.1% | +47,000 | New | History |
| OIO-I Glass, Inc. | COM | 458,000 | $6.04M | 0.1% | +218,000+90.8% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 75,000 | $5.38M | 0.1% | +6,000+8.7% | Added | History |
| LMTLockheed Martin Corp | Stock | 10,363 | $4.57M | 0.1% | +1,250+13.7% | Added | History |
Sold out since Q4 2021 (4)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| MHKMohawk Industries Inc | COM | 221,000 | $40.3M | 0.5% | History |
| ALBAlbemarle Corp | Stock | 76,000 | $17.8M | 0.2% | History |
| MCHPMicrochip Technology Inc | Stock | 112,000 | $9.75M | 0.1% | History |
| SHAKShake Shack Inc. | CL A | 30,600 | $2.21M | <0.1% | History |