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 |
|---|---|---|---|---|---|---|---|
| ITWIllinois Tool Works Inc | Stock | 327,500 | $59.7M | 0.9% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 207,540 | $65.5M | 0.9% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 1,424,808 | $66.0M | 0.9% | +4,158+0.3% | Added | History |
| AXPAmerican Express Co | Stock | 484,250 | $67.1M | 1.0% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 1,103,300 | $69.7M | 1.0% | +8,000+0.7% | Added | History |
| GDGeneral Dynamics Corp | Stock | 391,000 | $86.5M | 1.2% | +500+0.1% | Added | History |
| PGRProgressive Corp | Stock | 753,750 | $87.6M | 1.3% | +3,000+0.4% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 624,600 | $97.0M | 1.4% | +5,800+0.9% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 344,860 | $102.4M | 1.5% | +1,000+0.3% | Added | History |
| LOWLowes Companies Inc | Stock | 590,480 | $103.1M | 1.5% | +1,500+0.3% | Added | History |
| WSOWatsco Inc | COM | 443,750 | $106.0M | 1.5% | +25,000+6.0% | Added | History |
| JNJJohnson & Johnson | Stock | 610,800 | $108.4M | 1.6% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $111.2M | 1.6% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,229,000 | $112.1M | 1.6% | 00.0% | Unchanged | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,463,300 | $113.6M | 1.6% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 1,075,000 | $119.8M | 1.7% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 479,980 | $123.3M | 1.8% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 220,200 | $134.1M | 1.9% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 1,197,272 | $139.6M | 2.0% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 1,083,071 | $158.2M | 2.3% | +5,250+0.5% | Added | History |
| AAPLApple Inc. | Stock | 1,206,990 | $165.0M | 2.4% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 1,966,665 | $185.7M | 2.7% | +44,000+2.3% | Added | History |
| VVisa Inc. | Stock | 962,779 | $189.6M | 2.7% | +1,674+0.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,981,360 | $210.4M | 3.0% | 00.0% | UnchangedConverted for a 20-for-1 split | History |
| DEDeere & Co | Stock | 755,800 | $226.3M | 3.2% | 00.0% | Unchanged | History |
| DEODiageo PLC | SPON ADR NEW | 1,350,208 | $235.1M | 3.4% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 920,000 | $252.3M | 3.6% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 137,493 | $300.8M | 4.3% | 00.0% | Unchanged | History |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 8,715,741 | $387.6M | 5.5% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $418.3M | 6.0% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $455.6M | 6.5% | 00.0% | Unchanged | History |
Sold out since Q1 2022 (2)
Positions held at the end of Q1 2022 that are gone from this filing.