Markel Group
SuperinvestorMarkel Group Inc.
- SEC CIK
- 0001096343
- Manager
- Tom Gayner
- Style
- Quality, Value
- Latest filing
- Jul 31, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 5, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 131
- +5 vs. Q1 2022
- Portfolio value
- $6.99B
- −$1.43B (−17.0%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $455.6M | 6.5% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $418.3M | 6.0% | 00.0% | Unchanged | History |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 8,715,741 | $387.6M | 5.5% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 137,493 | $300.8M | 4.3% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 920,000 | $252.3M | 3.6% | 00.0% | Unchanged | History |
| DEODiageo PLC | SPON ADR NEW | 1,350,208 | $235.1M | 3.4% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 755,800 | $226.3M | 3.2% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 1,981,360 | $210.4M | 3.0% | 00.0% | UnchangedConverted for a 20-for-1 split | History |
| VVisa Inc. | Stock | 962,779 | $189.6M | 2.7% | +1,674+0.2% | Added | History |
| DISWalt Disney Co | Stock | 1,966,665 | $185.7M | 2.7% | +44,000+2.3% | Added | History |
| AAPLApple Inc. | Stock | 1,206,990 | $165.0M | 2.4% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 1,083,071 | $158.2M | 2.3% | +5,250+0.5% | Added | History |
| RLIRli Corp | COM | 1,197,272 | $139.6M | 2.0% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 220,200 | $134.1M | 1.9% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 479,980 | $123.3M | 1.8% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 1,075,000 | $119.8M | 1.7% | 00.0% | Unchanged | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,463,300 | $113.6M | 1.6% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,229,000 | $112.1M | 1.6% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $111.2M | 1.6% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 610,800 | $108.4M | 1.6% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 443,750 | $106.0M | 1.5% | +25,000+6.0% | Added | History |
| LOWLowes Companies Inc | Stock | 590,480 | $103.1M | 1.5% | +1,500+0.3% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 344,860 | $102.4M | 1.5% | +1,000+0.3% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 624,600 | $97.0M | 1.4% | +5,800+0.9% | Added | History |
| PGRProgressive Corp | Stock | 753,750 | $87.6M | 1.3% | +3,000+0.4% | Added | History |
| GDGeneral Dynamics Corp | Stock | 391,000 | $86.5M | 1.2% | +500+0.1% | Added | History |
| SCHWSchwab Charles Corp | Stock | 1,103,300 | $69.7M | 1.0% | +8,000+0.7% | Added | History |
| AXPAmerican Express Co | Stock | 484,250 | $67.1M | 1.0% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 1,424,808 | $66.0M | 0.9% | +4,158+0.3% | Added | History |
| MAMastercard Inc | Stock | 207,540 | $65.5M | 0.9% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 327,500 | $59.7M | 0.9% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 141,950 | $58.5M | 0.8% | +250+0.2% | Added | History |
| MCOMoodys Corp | Stock | 212,990 | $57.9M | 0.8% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 843,000 | $57.0M | 0.8% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 229,500 | $52.2M | 0.7% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 287,500 | $51.4M | 0.7% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 149,790 | $50.5M | 0.7% | 00.0% | Unchanged | History |
| APOApollo Global Management, Inc. | COM | 1,012,500 | $49.1M | 0.7% | 00.0% | Unchanged | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 80,300 | $47.5M | 0.7% | 00.0% | Unchanged | History |
| FDSFactset Research Systems Inc | Stock | 116,720 | $44.9M | 0.6% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 159,400 | $44.3M | 0.6% | 00.0% | Unchanged | History |
| ROLRollins Inc | COM | 1,262,275 | $44.1M | 0.6% | +14,000+1.1% | Added | History |
| WHRWhirlpool Corp | Stock | 282,049 | $43.7M | 0.6% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 274,300 | $42.2M | 0.6% | −35,000−11.3% | Reduced | History |
| SBUXStarbucks Corp | Stock | 532,318 | $40.7M | 0.6% | +3,000+0.6% | Added | History |
| CGCarlyle Group Inc. | COM | 1,237,000 | $39.2M | 0.6% | 00.0% | Unchanged | History |
| NVRNVR Inc | COM | 9,659 | $38.7M | 0.6% | +120+1.3% | Added | History |
| DGDollar General Corp | COM | 152,750 | $37.5M | 0.5% | +27,000+21.5% | Added | History |
| NKENIKE, Inc. | Stock | 366,000 | $37.4M | 0.5% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 16,650 | $36.3M | 0.5% | +1,150+7.4% | Added | History |
| HEI.AHeico Corp | CL A | 343,144 | $36.2M | 0.5% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 314,000 | $35.7M | 0.5% | 00.0% | Unchanged | History |
| ATVIActivision Blizzard, Inc. | COM | 453,600 | $35.3M | 0.5% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 269,750 | $34.9M | 0.5% | 00.0% | Unchanged | History |
| Hagerty Inc405166909 | COM CL A | 3,000,000 | $34.5M | 0.5% | 00.0% | Unchanged | – |
| ITICInvestors Title Co | COM | 213,300 | $33.5M | 0.5% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 474,187 | $33.3M | 0.5% | 00.0% | Unchanged | History |
| TSNTyson Foods, Inc. | Stock | 384,500 | $33.1M | 0.5% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 154,900 | $30.9M | 0.4% | +2,000+1.3% | Added | History |
| CVSCVS Health Corp | Stock | 332,000 | $30.8M | 0.4% | 00.0% | Unchanged | History |
| SEICSEI Investments Co | COM | 559,200 | $30.2M | 0.4% | +114,000+25.6% | Added | History |
| METAMeta Platforms, Inc. | Stock | 184,029 | $29.7M | 0.4% | +20,629+12.6% | Added | History |
| SRCLStericycle Inc | COM | 656,700 | $28.8M | 0.4% | +25,000+4.0% | Added | History |
| CMCSAComcast Corp | Stock | 724,912 | $28.4M | 0.4% | +94,300+15.0% | Added | History |
| LINLinde PLC | SHS | 94,400 | $27.1M | 0.4% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 216,550 | $24.4M | 0.3% | 00.0% | Unchanged | History |
| LBRDALiberty Broadband Corp | COM SER A | 205,250 | $23.3M | 0.3% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 224,000 | $21.5M | 0.3% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 94,172 | $21.1M | 0.3% | 00.0% | Unchanged | History |
| HCSGHealthcare Services Group Inc | COM | 1,200,500 | $20.9M | 0.3% | 00.0% | Unchanged | History |
| ENOVEnovis CORP | COM | 378,356 | $20.8M | 0.3% | +378,356 | New | History |
| LBRDKLiberty Broadband Corp | COM SER C | 172,113 | $19.9M | 0.3% | 00.0% | Unchanged | History |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 522,000 | $18.8M | 0.3% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 39,150 | $18.8M | 0.3% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 69,000 | $18.6M | 0.3% | +4,050+6.2% | Added | History |
| UNPUnion Pacific Corp | Stock | 85,778 | $18.3M | 0.3% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 150,000 | $17.1M | 0.2% | 00.0% | Unchanged | History |
| ESABESAB Corp | COM | 378,356 | $16.6M | 0.2% | +378,356 | New | History |
| FDXFedEx Corp | Stock | 73,000 | $16.6M | 0.2% | +14,500+24.8% | Added | History |
| PEPPepsiCo Inc | Stock | 96,210 | $16.0M | 0.2% | 00.0% | Unchanged | History |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 426,000 | $15.4M | 0.2% | 00.0% | Unchanged | – |
| BNYBank of New York Mellon Corp | Stock | 357,750 | $14.9M | 0.2% | 00.0% | Unchanged | History |
| ALLAllstate Corp | Stock | 117,050 | $14.8M | 0.2% | +1,000+0.9% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 342,000 | $14.6M | 0.2% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 83,000 | $14.4M | 0.2% | +6,500+8.5% | Added | History |
| AMTAmerican Tower Corp | REIT | 51,910 | $13.3M | 0.2% | 00.0% | Unchanged | History |
| CABOCable One, Inc. | COM | 10,200 | $13.2M | 0.2% | +5,000+96.2% | Added | History |
| EFXEquifax Inc | COM | 69,550 | $12.7M | 0.2% | −55,600−44.4% | Reduced | History |
| TPLTexas Pacific Land Corp | Stock | 7,900 | $11.8M | 0.2% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 114,500 | $11.3M | 0.2% | 00.0% | Unchanged | History |
| THGHanover Insurance Group, Inc. | COM | 76,000 | $11.1M | 0.2% | +29,000+61.7% | Added | History |
| CCKCrown Holdings, Inc. | COM | 116,000 | $10.7M | 0.2% | 00.0% | Unchanged | History |
| HXLHexcel Corp | COM | 189,000 | $9.89M | 0.1% | 00.0% | Unchanged | History |
| CARRCarrier Global Corp | Stock | 235,000 | $8.38M | 0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 114,620 | $8.10M | 0.1% | 00.0% | Unchanged | History |
| TRUPTrupanion, Inc. | COM | 133,400 | $8.04M | 0.1% | 00.0% | Unchanged | History |
| TRUTransUnion | COM | 96,550 | $7.72M | 0.1% | +500+0.5% | Added | History |
| WFCWells Fargo & Company | Stock | 195,450 | $7.66M | 0.1% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 43,000 | $7.52M | 0.1% | +43,000 | New | History |
| EAElectronic Arts Inc. | COM | 56,800 | $6.91M | 0.1% | +39,900+236.1% | Added | History |
Sold out since Q1 2022 (2)
Positions held at the end of Q1 2022 that are gone from this filing.