Markel Group
SuperinvestorMarkel 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.
- Positions
- 131
- 0 vs. Q2 2022
- Portfolio value
- $6.77B
- −$219.8M (−3.1%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ITWIllinois Tool Works Inc | Stock | 327,500 | $59.2M | 0.9% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 142,450 | $60.1M | 0.9% | +500+0.4% | Added | History |
| KKRKKR & Co. Inc. | COM | 1,427,023 | $61.4M | 0.9% | +2,215+0.2% | Added | History |
| AXPAmerican Express Co | Stock | 484,250 | $65.3M | 1.0% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 1,116,300 | $80.2M | 1.2% | +13,000+1.2% | Added | History |
| GDGeneral Dynamics Corp | Stock | 391,000 | $83.0M | 1.2% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 753,750 | $87.6M | 1.3% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 628,500 | $93.8M | 1.4% | +3,900+0.6% | Added | History |
| JNJJohnson & Johnson | Stock | 610,800 | $99.8M | 1.5% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,229,000 | $102.9M | 1.5% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 357,360 | $104.7M | 1.5% | +12,500+3.6% | Added | History |
| NVONovo Nordisk A S | ADR | 1,075,000 | $107.1M | 1.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 479,980 | $111.8M | 1.6% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $112.1M | 1.7% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 596,980 | $112.1M | 1.7% | +6,500+1.1% | Added | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,463,300 | $117.7M | 1.7% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 462,250 | $119.0M | 1.8% | +18,500+4.2% | Added | History |
| BLKBlackRock, Inc. | COM | 220,200 | $121.2M | 1.8% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 1,197,272 | $122.6M | 1.8% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 1,090,071 | $151.9M | 2.2% | +7,000+0.6% | Added | History |
| AAPLApple Inc. | Stock | 1,206,990 | $166.8M | 2.5% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 962,779 | $171.0M | 2.5% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 1,991,665 | $187.9M | 2.8% | +25,000+1.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,983,360 | $224.1M | 3.3% | +2,000+0.1% | Added | History |
| DEODiageo PLC | SPON ADR NEW | 1,350,208 | $229.3M | 3.4% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 755,800 | $252.4M | 3.7% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 920,000 | $253.9M | 3.7% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,749,860 | $264.4M | 3.9% | 00.0% | UnchangedConverted for a 20-for-1 split | History |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 8,715,741 | $356.4M | 5.3% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $409.1M | 6.0% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $452.8M | 6.7% | 00.0% | Unchanged | History |
Sold out since Q2 2022 (1)
Positions held at the end of Q2 2022 that are gone from this filing.