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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 Q3 2022

Holdings as of Sep 30, 2022, filed Nov 4, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
131
0 vs. Q2 2022
Portfolio value
$6.77B
−$219.8M (−3.1%) vs. Q2 2022
Filed
Nov 4, 2022
SEC
Holdings of Markel Group in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
UAUnder Armour, Inc.CL C38,691$231.0K<0.1%+13,387+52.9%AddedHistory
DCTDuck Creek Technologies, Inc.SHS21,250$252.0K<0.1%+9,000+73.5%AddedHistory
RNRRenaissancere Holdings LtdCOM2,000$281.0K<0.1%+2,000NewHistory
AXTAAxalta Coating Systems Ltd.COM28,442$599.0K<0.1%00.0%UnchangedHistory
LAMRLamar Advertising CoREIT8,500$701.0K<0.1%00.0%UnchangedHistory
INTUIntuit Inc.Stock2,720$1.05M<0.1%00.0%UnchangedHistory
EMNEastman Chemical CoStock17,450$1.24M<0.1%00.0%UnchangedHistory
ITGartner IncCOM4,500$1.25M<0.1%+1,500+50.0%AddedHistory
TRUPTrupanion, Inc.COM21,377$1.27M<0.1%−112,023−84.0%ReducedHistory
CSGPCostar Group, Inc.COM18,600$1.30M<0.1%00.0%UnchangedHistory
WTWWillis Towers Watson PLCSHS6,507$1.31M<0.1%00.0%UnchangedHistory
Hagerty, Inc.405166117*W EXP 99/99/999540,000$1.32M<0.1%00.0%Unchanged–
VNTVontier CorpStock86,509$1.45M<0.1%+36,636+73.5%AddedHistory
ICEIntercontinental Exchange, Inc.Stock16,171$1.46M<0.1%+11,051+215.8%AddedHistory
CECelanese CorpStock16,800$1.52M<0.1%+12,000+250.0%AddedHistory
IFFInternational Flavors & Fragrances IncCOM23,000$2.09M<0.1%00.0%UnchangedHistory
SPOTSpotify Technology S.A.Stock25,900$2.24M<0.1%00.0%UnchangedHistory
BALLBALL CorpCOM47,000$2.27M<0.1%+1,000+2.2%AddedHistory
SMGScotts Miracle-Gro CoStock57,500$2.46M<0.1%+34,000+144.7%AddedHistory
Brookfield Asset Mgmt ReinsG16169107CL A EXCH LT VTG60,101$2.46M<0.1%00.0%Unchanged–
SHOPShopify Inc.Stock92,750$2.50M<0.1%+30,250+48.4%AddedHistory
WRBBerkley W R CorpCOM40,500$2.62M<0.1%00.0%UnchangedHistory
LBTYALiberty Global Ltd.SHS CL A179,000$2.79M<0.1%00.0%UnchangedHistory
GHCGraham Holdings CoCOM CL B5,200$2.80M<0.1%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock34,597$2.98M<0.1%+12,336+55.4%AddedHistory
TMOThermo Fisher Scientific Inc.Stock7,800$3.96M0.1%+1,300+20.0%AddedHistory
LMTLockheed Martin CorpStock10,863$4.20M0.1%00.0%UnchangedHistory
ODFLOld Dominion Freight Line, Inc.COM19,500$4.85M0.1%+11,500+143.8%AddedHistory
SONYSony Group CorpSPONSORED ADR79,596$5.10M0.1%+29,916+60.2%AddedHistory
MRVLMarvell Technology, Inc.COM130,000$5.58M0.1%+45,000+52.9%AddedHistory
TRUTransUnionCOM99,050$5.89M0.1%+2,500+2.6%AddedHistory
OIO-I Glass, Inc.COM468,700$6.07M0.1%+600+0.1%AddedHistory
EAElectronic Arts Inc.COM60,800$7.04M0.1%+4,000+7.0%AddedHistory
OTISOtis Worldwide CorpStock114,620$7.31M0.1%00.0%UnchangedHistory
CBRLCracker Barrel Old Country Store, IncCOM86,500$8.01M0.1%+59,000+214.5%AddedHistory
WFCWells Fargo & CompanyStock200,450$8.06M0.1%+5,000+2.6%AddedHistory
CARRCarrier Global CorpStock235,000$8.36M0.1%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock114,500$9.51M0.1%00.0%UnchangedHistory
HXLHexcel CorpCOM189,000$9.78M0.1%00.0%UnchangedHistory
CCKCrown Holdings, Inc.COM121,000$9.80M0.1%+5,000+4.3%AddedHistory
CABOCable One, Inc.COM11,700$9.98M0.1%+1,500+14.7%AddedHistory
NFLXNetflix IncStock43,000$10.1M0.1%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT51,910$11.1M0.2%00.0%UnchangedHistory
EFXEquifax IncCOM70,850$12.1M0.2%+1,300+1.9%AddedHistory
ESABESAB CorpCOM378,356$12.6M0.2%00.0%UnchangedHistory
LBRDKLiberty Broadband CorpCOM SER C172,113$12.7M0.2%00.0%UnchangedHistory
FDXFedEx CorpStock87,500$13.0M0.2%+14,500+19.9%AddedHistory
THGHanover Insurance Group, Inc.COM102,000$13.1M0.2%+26,000+34.2%AddedHistory
CSCOCisco Systems, Inc.Stock342,000$13.7M0.2%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock361,250$13.9M0.2%+3,500+1.0%AddedHistory
TPLTexas Pacific Land CorpStock7,900$14.0M0.2%00.0%UnchangedHistory
HCSGHealthcare Services Group IncCOM1,200,500$14.5M0.2%00.0%UnchangedHistory
LBRDALiberty Broadband CorpCOM SER A205,250$15.3M0.2%00.0%UnchangedHistory
VRSKVerisk Analytics, Inc.COM90,000$15.3M0.2%+7,000+8.4%AddedHistory
PEPPepsiCo IncStock96,210$15.7M0.2%00.0%UnchangedHistory
ALLAllstate CorpStock128,550$16.0M0.2%+11,500+9.8%AddedHistory
Liberty Media Corp531229409COM A SIRIUSXM426,000$16.2M0.2%00.0%Unchanged–
UNPUnion Pacific CorpStock85,778$16.7M0.2%00.0%UnchangedHistory
PAYXPaychex IncStock150,000$16.8M0.2%00.0%UnchangedHistory
ENOVEnovis CORPCOM378,356$17.4M0.3%00.0%UnchangedHistory
RTXRTX CorpStock224,000$18.3M0.3%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock39,150$18.5M0.3%00.0%UnchangedHistory
SHWSherwin Williams CoCOM94,172$19.3M0.3%00.0%UnchangedHistory
Liberty Media Corp Del531229607COM C SIRIUSXM522,000$19.7M0.3%00.0%Unchanged–
AONAon plcCL A74,050$19.8M0.3%+5,050+7.3%AddedHistory
JPMJPMorgan Chase & CoStock216,550$22.6M0.3%00.0%UnchangedHistory
CMCSAComcast CorpStock826,809$24.3M0.4%+101,897+14.1%AddedHistory
TSNTyson Foods, Inc.Stock384,500$25.4M0.4%00.0%UnchangedHistory
LINLinde PLCSHS94,400$25.4M0.4%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock197,781$26.8M0.4%+13,752+7.5%AddedHistory
Hagerty Inc405166909COM CL A3,000,000$27.0M0.4%00.0%Unchanged–
SEICSEI Investments CoCOM559,200$27.4M0.4%00.0%UnchangedHistory
SRCLStericycle IncCOM668,700$28.2M0.4%+12,000+1.8%AddedHistory
MMM3M CoStock269,750$29.8M0.4%00.0%UnchangedHistory
ITICInvestors Title CoCOM213,300$30.1M0.4%00.0%UnchangedHistory
NKENIKE, Inc.Stock366,000$30.4M0.4%00.0%UnchangedHistory
BF.BBrown Forman CorpStock474,187$31.6M0.5%00.0%UnchangedHistory
CVSCVS Health CorpStock332,000$31.7M0.5%00.0%UnchangedHistory
TROWPrice T Rowe Group IncStock314,000$33.0M0.5%00.0%UnchangedHistory
ROKRockwell Automation, IncStock154,900$33.3M0.5%00.0%UnchangedHistory
ATVIActivision Blizzard, Inc.COM453,600$33.7M0.5%00.0%UnchangedHistory
CGCarlyle Group Inc.COM1,307,000$33.8M0.5%+70,000+5.7%AddedHistory
GOOGLAlphabet Inc.Stock356,500$34.1M0.5%+23,500+7.1%AddedConverted for a 20-for-1 splitHistory
WHRWhirlpool CorpStock282,049$38.0M0.6%00.0%UnchangedHistory
NVRNVR IncCOM9,789$39.0M0.6%+130+1.3%AddedHistory
HEI.AHeico CorpCL A343,144$39.3M0.6%00.0%UnchangedHistory
ECLEcolab Inc.Stock274,300$39.6M0.6%00.0%UnchangedHistory
DGDollar General CorpCOM170,250$40.8M0.6%+17,500+11.5%AddedHistory
ACNAccenture plcStock159,400$41.0M0.6%00.0%UnchangedHistory
ROLRollins IncCOM1,275,275$44.2M0.7%+13,000+1.0%AddedHistory
SBUXStarbucks CorpStock532,318$44.9M0.7%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock150,290$45.9M0.7%+500+0.3%AddedHistory
FDSFactset Research Systems IncStock116,720$46.7M0.7%00.0%UnchangedHistory
APOApollo Global Management, Inc.COM1,012,500$47.1M0.7%00.0%UnchangedHistory
CATCaterpillar IncStock287,500$47.2M0.7%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock229,500$48.1M0.7%00.0%UnchangedHistory
MCOMoodys CorpStock213,490$51.9M0.8%+500+0.2%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM80,300$55.3M0.8%00.0%UnchangedHistory
BF.ABrown Forman CorpCL A843,000$57.0M0.8%00.0%UnchangedHistory
MAMastercard IncStock207,540$59.0M0.9%00.0%UnchangedHistory

Sold out since Q2 2022 (1)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Markel Group sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
MTSIMACOM Technology Solutions Holdings, Inc.COM69,000$3.18M<0.1%History