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 |
|---|---|---|---|---|---|---|---|
| LBTYALiberty Global Ltd. | SHS CL A | 179,000 | $4.57M | 0.1% | 00.0% | Unchanged | History |
| BALLBALL Corp | COM | 46,000 | $4.14M | <0.1% | 00.0% | Unchanged | History |
| YAlleghany Corp | COM | 4,328 | $3.67M | <0.1% | 00.0% | Unchanged | History |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 59,000 | $3.53M | <0.1% | 00.0% | Unchanged | History |
| Brookfield Asset Mgmt ReinsG16169107 | CL A EXCH LT VTG | 60,101 | $3.44M | <0.1% | 00.0% | Unchanged | – |
| GHCGraham Holdings Co | COM CL B | 5,200 | $3.18M | <0.1% | 00.0% | Unchanged | History |
| IFFInternational Flavors & Fragrances Inc | COM | 23,000 | $3.02M | <0.1% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 40,500 | $2.70M | <0.1% | +13,500+50.0% | Added | History |
| EAElectronic Arts Inc. | COM | 16,900 | $2.14M | <0.1% | +16,900 | New | History |
| EMNEastman Chemical Co | Stock | 17,450 | $1.96M | <0.1% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 12,900 | $1.95M | <0.1% | +10,000+344.8% | Added | History |
| SHOPShopify Inc. | Stock | 2,750 | $1.86M | <0.1% | +2,750 | New | History |
| SONYSony Group Corp | SPONSORED ADR | 16,000 | $1.64M | <0.1% | +16,000 | New | History |
| Hagerty, Inc.405166117 | *W EXP 99/99/999 | 540,000 | $1.51M | <0.1% | 00.0% | Unchanged | – |
| INTUIntuit Inc. | Stock | 2,720 | $1.31M | <0.1% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 10,551 | $1.22M | <0.1% | +10,551 | New | History |
| CSGPCostar Group, Inc. | COM | 17,600 | $1.17M | <0.1% | +14,500+467.7% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,950 | $1.15M | <0.1% | +1,650+550.0% | Added | History |
| LAMRLamar Advertising Co | REIT | 8,500 | $988.0K | <0.1% | 00.0% | Unchanged | History |
| SMGScotts Miracle-Gro Co | Stock | 6,500 | $799.0K | <0.1% | +6,500 | New | History |
| ITGartner Inc | COM | 2,500 | $744.0K | <0.1% | +2,500 | New | History |
| CECelanese Corp | Stock | 4,800 | $686.0K | <0.1% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 5,120 | $676.0K | <0.1% | 00.0% | Unchanged | History |
| AXTAAxalta Coating Systems Ltd. | COM | 20,626 | $507.0K | <0.1% | +20,626 | New | History |
| WTWWillis Towers Watson PLC | SHS | 2,050 | $484.0K | <0.1% | +2,050 | New | History |
| DCTDuck Creek Technologies, Inc. | SHS | 9,250 | $205.0K | <0.1% | +9,250 | New | 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 |