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 |
|---|---|---|---|---|---|---|---|
| TRUTransUnion | COM | 99,050 | $5.89M | 0.1% | +2,500+2.6% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 130,000 | $5.58M | 0.1% | +45,000+52.9% | Added | History |
| SONYSony Group Corp | SPONSORED ADR | 79,596 | $5.10M | 0.1% | +29,916+60.2% | Added | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 19,500 | $4.85M | 0.1% | +11,500+143.8% | Added | History |
| LMTLockheed Martin Corp | Stock | 10,863 | $4.20M | 0.1% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 7,800 | $3.96M | 0.1% | +1,300+20.0% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 34,597 | $2.98M | <0.1% | +12,336+55.4% | Added | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $2.80M | <0.1% | 00.0% | Unchanged | History |
| LBTYALiberty Global Ltd. | SHS CL A | 179,000 | $2.79M | <0.1% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 40,500 | $2.62M | <0.1% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 92,750 | $2.50M | <0.1% | +30,250+48.4% | Added | History |
| Brookfield Asset Mgmt ReinsG16169107 | CL A EXCH LT VTG | 60,101 | $2.46M | <0.1% | 00.0% | Unchanged | – |
| SMGScotts Miracle-Gro Co | Stock | 57,500 | $2.46M | <0.1% | +34,000+144.7% | Added | History |
| BALLBALL Corp | COM | 47,000 | $2.27M | <0.1% | +1,000+2.2% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 25,900 | $2.24M | <0.1% | 00.0% | Unchanged | History |
| IFFInternational Flavors & Fragrances Inc | COM | 23,000 | $2.09M | <0.1% | 00.0% | Unchanged | History |
| CECelanese Corp | Stock | 16,800 | $1.52M | <0.1% | +12,000+250.0% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 16,171 | $1.46M | <0.1% | +11,051+215.8% | Added | History |
| VNTVontier Corp | Stock | 86,509 | $1.45M | <0.1% | +36,636+73.5% | Added | History |
| Hagerty, Inc.405166117 | *W EXP 99/99/999 | 540,000 | $1.32M | <0.1% | 00.0% | Unchanged | – |
| WTWWillis Towers Watson PLC | SHS | 6,507 | $1.31M | <0.1% | 00.0% | Unchanged | History |
| CSGPCostar Group, Inc. | COM | 18,600 | $1.30M | <0.1% | 00.0% | Unchanged | History |
| TRUPTrupanion, Inc. | COM | 21,377 | $1.27M | <0.1% | −112,023−84.0% | Reduced | History |
| ITGartner Inc | COM | 4,500 | $1.25M | <0.1% | +1,500+50.0% | Added | History |
| EMNEastman Chemical Co | Stock | 17,450 | $1.24M | <0.1% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 2,720 | $1.05M | <0.1% | 00.0% | Unchanged | History |
| LAMRLamar Advertising Co | REIT | 8,500 | $701.0K | <0.1% | 00.0% | Unchanged | History |
| AXTAAxalta Coating Systems Ltd. | COM | 28,442 | $599.0K | <0.1% | 00.0% | Unchanged | History |
| RNRRenaissancere Holdings Ltd | COM | 2,000 | $281.0K | <0.1% | +2,000 | New | History |
| DCTDuck Creek Technologies, Inc. | SHS | 21,250 | $252.0K | <0.1% | +9,000+73.5% | Added | History |
| UAUnder Armour, Inc. | CL C | 38,691 | $231.0K | <0.1% | +13,387+52.9% | Added | History |
Sold out since Q2 2022 (1)
Positions held at the end of Q2 2022 that are gone from this filing.