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 |
|---|---|---|---|---|---|---|---|
| OIO-I Glass, Inc. | COM | 468,100 | $6.55M | 0.1% | +10,100+2.2% | Added | History |
| LMTLockheed Martin Corp | Stock | 10,863 | $4.67M | 0.1% | +500+4.8% | Added | History |
| SONYSony Group Corp | SPONSORED ADR | 49,680 | $4.06M | 0.1% | +33,680+210.5% | Added | History |
| LBTYALiberty Global Ltd. | SHS CL A | 179,000 | $3.77M | 0.1% | 00.0% | Unchanged | History |
| MRVLMarvell Technology, Inc. | COM | 85,000 | $3.70M | 0.1% | +10,000+13.3% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 6,500 | $3.53M | 0.1% | +4,550+233.3% | Added | History |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 69,000 | $3.18M | <0.1% | +10,000+16.9% | Added | History |
| BALLBALL Corp | COM | 46,000 | $3.16M | <0.1% | 00.0% | Unchanged | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $2.95M | <0.1% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 40,500 | $2.77M | <0.1% | 00.0% | Unchanged | History |
| IFFInternational Flavors & Fragrances Inc | COM | 23,000 | $2.74M | <0.1% | 00.0% | Unchanged | History |
| Brookfield Asset Mgmt ReinsG16169107 | CL A EXCH LT VTG | 60,101 | $2.68M | <0.1% | 00.0% | Unchanged | – |
| SPOTSpotify Technology S.A. | Stock | 25,900 | $2.43M | <0.1% | +13,000+100.8% | Added | History |
| CBRLCracker Barrel Old Country Store, Inc | COM | 27,500 | $2.30M | <0.1% | +27,500 | New | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 8,000 | $2.05M | <0.1% | +8,000 | New | History |
| SHOPShopify Inc. | Stock | 62,500 | $1.95M | <0.1% | +35,000+127.3% | AddedConverted for a 10-for-1 split | History |
| SMGScotts Miracle-Gro Co | Stock | 23,500 | $1.86M | <0.1% | +17,000+261.5% | Added | History |
| Hagerty, Inc.405166117 | *W EXP 99/99/999 | 540,000 | $1.65M | <0.1% | 00.0% | Unchanged | – |
| EMNEastman Chemical Co | Stock | 17,450 | $1.57M | <0.1% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 22,261 | $1.55M | <0.1% | +11,710+111.0% | Added | History |
| WTWWillis Towers Watson PLC | SHS | 6,507 | $1.28M | <0.1% | +4,457+217.4% | Added | History |
| VNTVontier Corp | Stock | 49,873 | $1.15M | <0.1% | +49,873 | New | History |
| CSGPCostar Group, Inc. | COM | 18,600 | $1.12M | <0.1% | +1,000+5.7% | Added | History |
| INTUIntuit Inc. | Stock | 2,720 | $1.05M | <0.1% | 00.0% | Unchanged | History |
| LAMRLamar Advertising Co | REIT | 8,500 | $748.0K | <0.1% | 00.0% | Unchanged | History |
| ITGartner Inc | COM | 3,000 | $726.0K | <0.1% | +500+20.0% | Added | History |
| AXTAAxalta Coating Systems Ltd. | COM | 28,442 | $629.0K | <0.1% | +7,816+37.9% | Added | History |
| CECelanese Corp | Stock | 4,800 | $564.0K | <0.1% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 5,120 | $481.0K | <0.1% | 00.0% | Unchanged | History |
| UAUnder Armour, Inc. | CL C | 25,304 | $192.0K | <0.1% | +25,304 | New | History |
| DCTDuck Creek Technologies, Inc. | SHS | 12,250 | $182.0K | <0.1% | +3,000+32.4% | Added | History |
Sold out since Q1 2022 (2)
Positions held at the end of Q1 2022 that are gone from this filing.