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 |
|---|---|---|---|---|---|---|---|
| SCHWSchwab Charles Corp | Stock | 1,095,300 | $92.3M | 1.1% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 390,500 | $94.2M | 1.1% | +3,500+0.9% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 618,800 | $105.5M | 1.3% | +9,300+1.5% | Added | History |
| JNJJohnson & Johnson | Stock | 610,800 | $108.3M | 1.3% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 343,860 | $113.5M | 1.3% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 588,980 | $119.1M | 1.4% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 1,075,000 | $119.4M | 1.4% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 418,750 | $127.6M | 1.5% | 00.0% | Unchanged | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,463,300 | $132.1M | 1.6% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 1,197,272 | $132.5M | 1.6% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $132.8M | 1.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 479,980 | $148.0M | 1.8% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,229,000 | $156.0M | 1.9% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 220,200 | $168.3M | 2.0% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 1,077,821 | $178.0M | 2.1% | +15,150+1.4% | Added | History |
| AAPLApple Inc. | Stock | 1,206,990 | $210.8M | 2.5% | +8,450+0.7% | Added | History |
| VVisa Inc. | Stock | 961,105 | $213.1M | 2.5% | +3,065+0.3% | Added | History |
| DISWalt Disney Co | Stock | 1,922,665 | $263.7M | 3.1% | +42,500+2.3% | Added | History |
| DEODiageo PLC | SPON ADR NEW | 1,350,208 | $274.3M | 3.3% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 920,000 | $275.4M | 3.3% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 755,800 | $314.0M | 3.7% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 99,068 | $323.0M | 3.8% | +550+0.6% | Added | History |
| GOOGAlphabet Inc. | Stock | 137,493 | $384.0M | 4.6% | 00.0% | Unchanged | History |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 8,715,741 | $493.0M | 5.8% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $540.6M | 6.4% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $589.2M | 7.0% | 00.0% | Unchanged | 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 |