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Livermore
Livermore
ZHEN

Markel Group

Superinvestor

Markel 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.

Institution overview
Positions
126
+6 vs. Q4 2021
Portfolio value
$8.43B
−$307.5M (−3.5%) vs. Q4 2021
Filed
Jun 13, 2022
AmendedSECSEC
Holdings of Markel Group in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
DCTDuck Creek Technologies, Inc.SHS9,250$205.0K<0.1%+9,250NewHistory
WTWWillis Towers Watson PLCSHS2,050$484.0K<0.1%+2,050NewHistory
AXTAAxalta Coating Systems Ltd.COM20,626$507.0K<0.1%+20,626NewHistory
ICEIntercontinental Exchange, Inc.Stock5,120$676.0K<0.1%00.0%UnchangedHistory
CECelanese CorpStock4,800$686.0K<0.1%00.0%UnchangedHistory
ITGartner IncCOM2,500$744.0K<0.1%+2,500NewHistory
SMGScotts Miracle-Gro CoStock6,500$799.0K<0.1%+6,500NewHistory
LAMRLamar Advertising CoREIT8,500$988.0K<0.1%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock1,950$1.15M<0.1%+1,650+550.0%AddedHistory
CSGPCostar Group, Inc.COM17,600$1.17M<0.1%+14,500+467.7%AddedHistory
PYPLPayPal Holdings, Inc.Stock10,551$1.22M<0.1%+10,551NewHistory
INTUIntuit Inc.Stock2,720$1.31M<0.1%00.0%UnchangedHistory
Hagerty, Inc.405166117*W EXP 99/99/999540,000$1.51M<0.1%00.0%Unchanged–
SONYSony Group CorpSPONSORED ADR16,000$1.64M<0.1%+16,000NewHistory
SHOPShopify Inc.Stock2,750$1.86M<0.1%+2,750NewHistory
SPOTSpotify Technology S.A.Stock12,900$1.95M<0.1%+10,000+344.8%AddedHistory
EMNEastman Chemical CoStock17,450$1.96M<0.1%00.0%UnchangedHistory
EAElectronic Arts Inc.COM16,900$2.14M<0.1%+16,900NewHistory
WRBBerkley W R CorpCOM40,500$2.70M<0.1%+13,500+50.0%AddedHistory
IFFInternational Flavors & Fragrances IncCOM23,000$3.02M<0.1%00.0%UnchangedHistory
GHCGraham Holdings CoCOM CL B5,200$3.18M<0.1%00.0%UnchangedHistory
Brookfield Asset Mgmt ReinsG16169107CL A EXCH LT VTG60,101$3.44M<0.1%00.0%Unchanged–
MTSIMACOM Technology Solutions Holdings, Inc.COM59,000$3.53M<0.1%00.0%UnchangedHistory
YAlleghany CorpCOM4,328$3.67M<0.1%00.0%UnchangedHistory
BALLBALL CorpCOM46,000$4.14M<0.1%00.0%UnchangedHistory
LBTYALiberty Global Ltd.SHS CL A179,000$4.57M0.1%00.0%UnchangedHistory
LMTLockheed Martin CorpStock10,363$4.57M0.1%+1,250+13.7%AddedHistory
MRVLMarvell Technology, Inc.COM75,000$5.38M0.1%+6,000+8.7%AddedHistory
OIO-I Glass, Inc.COM458,000$6.04M0.1%+218,000+90.8%AddedHistory
THGHanover Insurance Group, Inc.COM47,000$7.03M0.1%+47,000NewHistory
CABOCable One, Inc.COM5,200$7.61M0.1%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock114,620$8.82M0.1%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock195,450$9.47M0.1%00.0%UnchangedHistory
TRUTransUnionCOM96,050$9.93M0.1%+1,550+1.6%AddedHistory
TPLTexas Pacific Land CorpStock7,900$10.7M0.1%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock114,500$10.8M0.1%00.0%UnchangedHistory
CARRCarrier Global CorpStock235,000$10.8M0.1%00.0%UnchangedHistory
HXLHexcel CorpCOM189,000$11.2M0.1%00.0%UnchangedHistory
TRUPTrupanion, Inc.COM133,400$11.9M0.1%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT51,910$13.0M0.2%00.0%UnchangedHistory
FDXFedEx CorpStock58,500$13.5M0.2%+41,000+234.3%AddedHistory
CCKCrown Holdings, Inc.COM116,000$14.5M0.2%00.0%UnchangedHistory
ALLAllstate CorpStock116,050$16.1M0.2%+76,250+191.6%AddedHistory
PEPPepsiCo IncStock96,210$16.1M0.2%00.0%UnchangedHistory
VRSKVerisk Analytics, Inc.COM76,500$16.4M0.2%+2,500+3.4%AddedHistory
BNYBank of New York Mellon CorpStock357,750$17.8M0.2%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock342,000$19.1M0.2%00.0%UnchangedHistory
Liberty Media Corp531229409COM A SIRIUSXM426,000$19.5M0.2%00.0%Unchanged–
PAYXPaychex IncStock150,000$20.5M0.2%00.0%UnchangedHistory
AONAon plcCL A64,950$21.1M0.3%+6,850+11.8%AddedHistory
RTXRTX CorpStock224,000$22.2M0.3%00.0%UnchangedHistory
HCSGHealthcare Services Group IncCOM1,200,500$22.3M0.3%+72,000+6.4%AddedHistory
COSTCostco Wholesale CorpStock39,150$22.5M0.3%00.0%UnchangedHistory
LBRDKLiberty Broadband CorpCOM SER C172,113$23.3M0.3%00.0%UnchangedHistory
UNPUnion Pacific CorpStock85,778$23.4M0.3%00.0%UnchangedHistory
SHWSherwin Williams CoCOM94,172$23.5M0.3%00.0%UnchangedHistory
Liberty Media Corp Del531229607COM C SIRIUSXM522,000$23.9M0.3%00.0%Unchanged–
SEICSEI Investments CoCOM445,200$26.8M0.3%+14,000+3.2%AddedHistory
LBRDALiberty Broadband CorpCOM SER A205,250$26.9M0.3%00.0%UnchangedHistory
DGDollar General CorpCOM125,750$28.0M0.3%+56,000+80.3%AddedHistory
JPMJPMorgan Chase & CoStock216,550$29.5M0.4%00.0%UnchangedHistory
CMCSAComcast CorpStock630,612$29.5M0.4%+98,332+18.5%AddedHistory
EFXEquifax IncCOM125,150$29.7M0.4%+3,050+2.5%AddedHistory
LINLinde PLCSHS94,400$30.2M0.4%00.0%UnchangedHistory
BF.BBrown Forman CorpStock474,187$31.8M0.4%00.0%UnchangedHistory
Hagerty Inc405166909COM CL A3,000,000$32.4M0.4%00.0%Unchanged–
CVSCVS Health CorpStock332,000$33.6M0.4%00.0%UnchangedHistory
TSNTyson Foods, Inc.Stock384,500$34.5M0.4%+8,000+2.1%AddedHistory
METAMeta Platforms, Inc.Stock163,400$36.3M0.4%+15,597+10.6%AddedHistory
ATVIActivision Blizzard, Inc.COM453,600$36.3M0.4%00.0%UnchangedHistory
SRCLStericycle IncCOM631,700$37.2M0.4%+38,000+6.4%AddedHistory
MMM3M CoStock269,750$40.2M0.5%+16,550+6.5%AddedHistory
NVRNVR IncCOM9,539$42.6M0.5%00.0%UnchangedHistory
ROKRockwell Automation, IncStock152,900$42.8M0.5%+2,000+1.3%AddedHistory
GOOGLAlphabet Inc.Stock15,500$43.1M0.5%+2,250+17.0%AddedHistory
ITICInvestors Title CoCOM213,300$43.3M0.5%00.0%UnchangedHistory
HEI.AHeico CorpCL A343,144$43.5M0.5%00.0%UnchangedHistory
ROLRollins IncCOM1,248,275$43.8M0.5%+5,000+0.4%AddedHistory
ENOVEnovis CORPCOM1,135,070$45.2M0.5%00.0%UnchangedHistory
TROWPrice T Rowe Group IncStock314,000$47.5M0.6%00.0%UnchangedHistory
SBUXStarbucks CorpStock529,318$48.2M0.6%+1,000+0.2%AddedHistory
WHRWhirlpool CorpStock282,049$48.7M0.6%00.0%UnchangedHistory
NKENIKE, Inc.Stock366,000$49.2M0.6%00.0%UnchangedHistory
FDSFactset Research Systems IncStock116,720$50.7M0.6%00.0%UnchangedHistory
BF.ABrown Forman CorpCL A843,000$52.9M0.6%00.0%UnchangedHistory
ACNAccenture plcStock159,400$53.8M0.6%00.0%UnchangedHistory
ECLEcolab Inc.Stock309,300$54.6M0.6%00.0%UnchangedHistory
REGNRegeneron Pharmaceuticals, Inc.COM80,300$56.1M0.7%+1,000+1.3%AddedHistory
CGCarlyle Group Inc.COM1,237,000$60.5M0.7%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock149,790$61.4M0.7%+1,250+0.8%AddedHistory
APOApollo Global Management, Inc.COM1,012,500$62.8M0.7%00.0%UnchangedHistory
CATCaterpillar IncStock287,500$64.1M0.8%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock229,500$65.5M0.8%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock327,500$68.6M0.8%00.0%UnchangedHistory
MSCIMSCI Inc.Stock141,700$71.3M0.8%+4,700+3.4%AddedHistory
MCOMoodys CorpStock212,990$71.9M0.9%+1,750+0.8%AddedHistory
MAMastercard IncStock207,540$74.2M0.9%00.0%UnchangedHistory
KKRKKR & Co. Inc.COM1,420,650$83.1M1.0%+3,350+0.2%AddedHistory
PGRProgressive CorpStock750,750$85.6M1.0%+29,750+4.1%AddedHistory
AXPAmerican Express CoStock484,250$90.6M1.1%00.0%UnchangedHistory

Sold out since Q4 2021 (4)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Markel Group sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
MHKMohawk Industries IncCOM221,000$40.3M0.5%History
ALBAlbemarle CorpStock76,000$17.8M0.2%History
MCHPMicrochip Technology IncStock112,000$9.75M0.1%History
SHAKShake Shack Inc.CL A30,600$2.21M<0.1%History