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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 Q2 2022

Holdings as of Jun 30, 2022, filed Aug 5, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
131
+5 vs. Q1 2022
Portfolio value
$6.99B
−$1.43B (−17.0%) vs. Q1 2022
Filed
Aug 5, 2022
SEC
Holdings of Markel Group in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
DCTDuck Creek Technologies, Inc.SHS12,250$182.0K<0.1%+3,000+32.4%AddedHistory
UAUnder Armour, Inc.CL C25,304$192.0K<0.1%+25,304NewHistory
ICEIntercontinental Exchange, Inc.Stock5,120$481.0K<0.1%00.0%UnchangedHistory
CECelanese CorpStock4,800$564.0K<0.1%00.0%UnchangedHistory
AXTAAxalta Coating Systems Ltd.COM28,442$629.0K<0.1%+7,816+37.9%AddedHistory
ITGartner IncCOM3,000$726.0K<0.1%+500+20.0%AddedHistory
LAMRLamar Advertising CoREIT8,500$748.0K<0.1%00.0%UnchangedHistory
INTUIntuit Inc.Stock2,720$1.05M<0.1%00.0%UnchangedHistory
CSGPCostar Group, Inc.COM18,600$1.12M<0.1%+1,000+5.7%AddedHistory
VNTVontier CorpStock49,873$1.15M<0.1%+49,873NewHistory
WTWWillis Towers Watson PLCSHS6,507$1.28M<0.1%+4,457+217.4%AddedHistory
PYPLPayPal Holdings, Inc.Stock22,261$1.55M<0.1%+11,710+111.0%AddedHistory
EMNEastman Chemical CoStock17,450$1.57M<0.1%00.0%UnchangedHistory
Hagerty, Inc.405166117*W EXP 99/99/999540,000$1.65M<0.1%00.0%Unchanged–
SMGScotts Miracle-Gro CoStock23,500$1.86M<0.1%+17,000+261.5%AddedHistory
SHOPShopify Inc.Stock62,500$1.95M<0.1%+35,000+127.3%AddedConverted for a 10-for-1 splitHistory
ODFLOld Dominion Freight Line, Inc.COM8,000$2.05M<0.1%+8,000NewHistory
CBRLCracker Barrel Old Country Store, IncCOM27,500$2.30M<0.1%+27,500NewHistory
SPOTSpotify Technology S.A.Stock25,900$2.43M<0.1%+13,000+100.8%AddedHistory
Brookfield Asset Mgmt ReinsG16169107CL A EXCH LT VTG60,101$2.68M<0.1%00.0%Unchanged–
IFFInternational Flavors & Fragrances IncCOM23,000$2.74M<0.1%00.0%UnchangedHistory
WRBBerkley W R CorpCOM40,500$2.77M<0.1%00.0%UnchangedHistory
GHCGraham Holdings CoCOM CL B5,200$2.95M<0.1%00.0%UnchangedHistory
BALLBALL CorpCOM46,000$3.16M<0.1%00.0%UnchangedHistory
MTSIMACOM Technology Solutions Holdings, Inc.COM69,000$3.18M<0.1%+10,000+16.9%AddedHistory
TMOThermo Fisher Scientific Inc.Stock6,500$3.53M0.1%+4,550+233.3%AddedHistory
MRVLMarvell Technology, Inc.COM85,000$3.70M0.1%+10,000+13.3%AddedHistory
LBTYALiberty Global Ltd.SHS CL A179,000$3.77M0.1%00.0%UnchangedHistory
SONYSony Group CorpSPONSORED ADR49,680$4.06M0.1%+33,680+210.5%AddedHistory
LMTLockheed Martin CorpStock10,863$4.67M0.1%+500+4.8%AddedHistory
OIO-I Glass, Inc.COM468,100$6.55M0.1%+10,100+2.2%AddedHistory
EAElectronic Arts Inc.COM56,800$6.91M0.1%+39,900+236.1%AddedHistory
NFLXNetflix IncStock43,000$7.52M0.1%+43,000NewHistory
WFCWells Fargo & CompanyStock195,450$7.66M0.1%00.0%UnchangedHistory
TRUTransUnionCOM96,550$7.72M0.1%+500+0.5%AddedHistory
TRUPTrupanion, Inc.COM133,400$8.04M0.1%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock114,620$8.10M0.1%00.0%UnchangedHistory
CARRCarrier Global CorpStock235,000$8.38M0.1%00.0%UnchangedHistory
HXLHexcel CorpCOM189,000$9.89M0.1%00.0%UnchangedHistory
CCKCrown Holdings, Inc.COM116,000$10.7M0.2%00.0%UnchangedHistory
THGHanover Insurance Group, Inc.COM76,000$11.1M0.2%+29,000+61.7%AddedHistory
PMPhilip Morris International Inc.Stock114,500$11.3M0.2%00.0%UnchangedHistory
TPLTexas Pacific Land CorpStock7,900$11.8M0.2%00.0%UnchangedHistory
EFXEquifax IncCOM69,550$12.7M0.2%−55,600−44.4%ReducedHistory
CABOCable One, Inc.COM10,200$13.2M0.2%+5,000+96.2%AddedHistory
AMTAmerican Tower CorpREIT51,910$13.3M0.2%00.0%UnchangedHistory
VRSKVerisk Analytics, Inc.COM83,000$14.4M0.2%+6,500+8.5%AddedHistory
CSCOCisco Systems, Inc.Stock342,000$14.6M0.2%00.0%UnchangedHistory
ALLAllstate CorpStock117,050$14.8M0.2%+1,000+0.9%AddedHistory
BNYBank of New York Mellon CorpStock357,750$14.9M0.2%00.0%UnchangedHistory
Liberty Media Corp531229409COM A SIRIUSXM426,000$15.4M0.2%00.0%Unchanged–
PEPPepsiCo IncStock96,210$16.0M0.2%00.0%UnchangedHistory
FDXFedEx CorpStock73,000$16.6M0.2%+14,500+24.8%AddedHistory
ESABESAB CorpCOM378,356$16.6M0.2%+378,356NewHistory
PAYXPaychex IncStock150,000$17.1M0.2%00.0%UnchangedHistory
UNPUnion Pacific CorpStock85,778$18.3M0.3%00.0%UnchangedHistory
AONAon plcCL A69,000$18.6M0.3%+4,050+6.2%AddedHistory
COSTCostco Wholesale CorpStock39,150$18.8M0.3%00.0%UnchangedHistory
Liberty Media Corp Del531229607COM C SIRIUSXM522,000$18.8M0.3%00.0%Unchanged–
LBRDKLiberty Broadband CorpCOM SER C172,113$19.9M0.3%00.0%UnchangedHistory
ENOVEnovis CORPCOM378,356$20.8M0.3%+378,356NewHistory
HCSGHealthcare Services Group IncCOM1,200,500$20.9M0.3%00.0%UnchangedHistory
SHWSherwin Williams CoCOM94,172$21.1M0.3%00.0%UnchangedHistory
RTXRTX CorpStock224,000$21.5M0.3%00.0%UnchangedHistory
LBRDALiberty Broadband CorpCOM SER A205,250$23.3M0.3%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock216,550$24.4M0.3%00.0%UnchangedHistory
LINLinde PLCSHS94,400$27.1M0.4%00.0%UnchangedHistory
CMCSAComcast CorpStock724,912$28.4M0.4%+94,300+15.0%AddedHistory
SRCLStericycle IncCOM656,700$28.8M0.4%+25,000+4.0%AddedHistory
METAMeta Platforms, Inc.Stock184,029$29.7M0.4%+20,629+12.6%AddedHistory
SEICSEI Investments CoCOM559,200$30.2M0.4%+114,000+25.6%AddedHistory
CVSCVS Health CorpStock332,000$30.8M0.4%00.0%UnchangedHistory
ROKRockwell Automation, IncStock154,900$30.9M0.4%+2,000+1.3%AddedHistory
TSNTyson Foods, Inc.Stock384,500$33.1M0.5%00.0%UnchangedHistory
BF.BBrown Forman CorpStock474,187$33.3M0.5%00.0%UnchangedHistory
ITICInvestors Title CoCOM213,300$33.5M0.5%00.0%UnchangedHistory
Hagerty Inc405166909COM CL A3,000,000$34.5M0.5%00.0%Unchanged–
MMM3M CoStock269,750$34.9M0.5%00.0%UnchangedHistory
ATVIActivision Blizzard, Inc.COM453,600$35.3M0.5%00.0%UnchangedHistory
TROWPrice T Rowe Group IncStock314,000$35.7M0.5%00.0%UnchangedHistory
HEI.AHeico CorpCL A343,144$36.2M0.5%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock16,650$36.3M0.5%+1,150+7.4%AddedHistory
NKENIKE, Inc.Stock366,000$37.4M0.5%00.0%UnchangedHistory
DGDollar General CorpCOM152,750$37.5M0.5%+27,000+21.5%AddedHistory
NVRNVR IncCOM9,659$38.7M0.6%+120+1.3%AddedHistory
CGCarlyle Group Inc.COM1,237,000$39.2M0.6%00.0%UnchangedHistory
SBUXStarbucks CorpStock532,318$40.7M0.6%+3,000+0.6%AddedHistory
ECLEcolab Inc.Stock274,300$42.2M0.6%−35,000−11.3%ReducedHistory
WHRWhirlpool CorpStock282,049$43.7M0.6%00.0%UnchangedHistory
ROLRollins IncCOM1,262,275$44.1M0.6%+14,000+1.1%AddedHistory
ACNAccenture plcStock159,400$44.3M0.6%00.0%UnchangedHistory
FDSFactset Research Systems IncStock116,720$44.9M0.6%00.0%UnchangedHistory
REGNRegeneron Pharmaceuticals, Inc.COM80,300$47.5M0.7%00.0%UnchangedHistory
APOApollo Global Management, Inc.COM1,012,500$49.1M0.7%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock149,790$50.5M0.7%00.0%UnchangedHistory
CATCaterpillar IncStock287,500$51.4M0.7%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock229,500$52.2M0.7%00.0%UnchangedHistory
BF.ABrown Forman CorpCL A843,000$57.0M0.8%00.0%UnchangedHistory
MCOMoodys CorpStock212,990$57.9M0.8%00.0%UnchangedHistory
MSCIMSCI Inc.Stock141,950$58.5M0.8%+250+0.2%AddedHistory

Sold out since Q1 2022 (2)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Markel Group sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
ENOVEnovis CORPCOM1,135,070$45.2M0.5%History
YAlleghany CorpCOM4,328$3.67M<0.1%History