Markel Group
SuperinvestorMarkel Group Inc.
- SEC CIK
- 0001096343
- Manager
- Tom Gayner
- Style
- Quality, Value
- Latest filing
- Jul 31, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 3, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 134
- +3 vs. Q3 2022
- Portfolio value
- $7.46B
- +$683.4M (+10.1%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $522.1M | 7.0% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $473.2M | 6.3% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 755,800 | $324.1M | 4.3% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 920,000 | $290.6M | 3.9% | 00.0% | Unchanged | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 8,715,741 | $274.2M | 3.7% | +8,715,741 | New | History |
| GOOGAlphabet Inc. | Stock | 2,749,860 | $244.0M | 3.3% | 00.0% | Unchanged | History |
| DEODiageo PLC | SPON ADR NEW | 1,350,208 | $240.6M | 3.2% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 963,261 | $200.1M | 2.7% | +482+0.1% | Added | History |
| ADIAnalog Devices Inc | Stock | 1,109,071 | $181.9M | 2.4% | +19,000+1.7% | Added | History |
| DISWalt Disney Co | Stock | 2,005,665 | $174.3M | 2.3% | +14,000+0.7% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,997,860 | $167.8M | 2.3% | +14,500+0.7% | Added | History |
| RLIRli Corp | COM | 1,197,272 | $157.2M | 2.1% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 1,206,990 | $156.8M | 2.1% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 220,200 | $156.0M | 2.1% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 1,075,000 | $145.5M | 2.0% | 00.0% | Unchanged | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,463,300 | $135.9M | 1.8% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 500,250 | $124.8M | 1.7% | +38,000+8.2% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 359,360 | $123.4M | 1.7% | +2,000+0.6% | Added | History |
| LOWLowes Companies Inc | Stock | 606,480 | $120.8M | 1.6% | +9,500+1.6% | Added | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $119.6M | 1.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 479,980 | $115.1M | 1.5% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 610,800 | $107.9M | 1.4% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 640,500 | $106.0M | 1.4% | +12,000+1.9% | Added | History |
| PGRProgressive Corp | Stock | 753,750 | $97.8M | 1.3% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 391,000 | $97.0M | 1.3% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 1,135,300 | $94.5M | 1.3% | +19,000+1.7% | Added | History |
| BXBlackstone Inc. | COM | 1,229,000 | $91.2M | 1.2% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 207,540 | $72.2M | 1.0% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 327,500 | $72.1M | 1.0% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 484,250 | $71.5M | 1.0% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 287,500 | $68.9M | 0.9% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 142,850 | $66.4M | 0.9% | +400+0.3% | Added | History |
| KKRKKR & Co. Inc. | COM | 1,427,023 | $66.2M | 0.9% | 00.0% | Unchanged | History |
| APOApollo Global Management, Inc. | COM | 1,012,500 | $64.6M | 0.9% | 00.0% | Unchanged | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 2,193,958 | $62.9M | 0.8% | +2,193,958 | New | History |
| MCOMoodys Corp | Stock | 213,890 | $59.6M | 0.8% | +400+0.2% | Added | History |
| NSCNorfolk Southern Corp | Stock | 229,500 | $56.6M | 0.8% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 843,000 | $55.4M | 0.7% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 532,318 | $52.8M | 0.7% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 150,690 | $50.5M | 0.7% | +400+0.3% | Added | History |
| ATVIActivision Blizzard, Inc. | COM | 620,600 | $47.5M | 0.6% | +167,000+36.8% | Added | History |
| ROLRollins Inc | COM | 1,297,775 | $47.4M | 0.6% | +22,500+1.8% | Added | History |
| FDSFactset Research Systems Inc | Stock | 116,720 | $46.8M | 0.6% | 00.0% | Unchanged | History |
| NVRNVR Inc | COM | 10,029 | $46.3M | 0.6% | +240+2.5% | Added | History |
| DGDollar General Corp | COM | 185,250 | $45.6M | 0.6% | +15,000+8.8% | Added | History |
| NKENIKE, Inc. | Stock | 368,900 | $43.2M | 0.6% | +2,900+0.8% | Added | History |
| ACNAccenture plc | Stock | 159,400 | $42.5M | 0.6% | 00.0% | Unchanged | History |
| HEI.AHeico Corp | CL A | 354,644 | $42.5M | 0.6% | +11,500+3.4% | Added | History |
| ECLEcolab Inc. | Stock | 274,300 | $39.9M | 0.5% | 00.0% | Unchanged | History |
| WHRWhirlpool Corp | Stock | 282,049 | $39.9M | 0.5% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 154,900 | $39.9M | 0.5% | 00.0% | Unchanged | History |
| CGCarlyle Group Inc. | COM | 1,327,000 | $39.6M | 0.5% | +20,000+1.5% | Added | History |
| MMM3M Co | Stock | 287,750 | $34.5M | 0.5% | +18,000+6.7% | Added | History |
| SEICSEI Investments Co | COM | 589,200 | $34.4M | 0.5% | +30,000+5.4% | Added | History |
| TROWPrice T Rowe Group Inc | Stock | 314,000 | $34.2M | 0.5% | 00.0% | Unchanged | History |
| SRCLStericycle Inc | COM | 671,071 | $33.5M | 0.4% | +2,371+0.4% | Added | History |
| GOOGLAlphabet Inc. | Stock | 373,000 | $32.9M | 0.4% | +16,500+4.6% | Added | History |
| CMCSAComcast Corp | Stock | 930,572 | $32.5M | 0.4% | +103,763+12.5% | Added | History |
| LINLinde PLC | SHS | 98,400 | $32.1M | 0.4% | +4,000+4.2% | Added | History |
| ITICInvestors Title Co | COM | 213,300 | $31.5M | 0.4% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 474,187 | $31.1M | 0.4% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 332,000 | $30.9M | 0.4% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 216,550 | $29.0M | 0.4% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 228,017 | $27.4M | 0.4% | +30,236+15.3% | Added | History |
| LMTLockheed Martin Corp | Stock | 56,363 | $27.4M | 0.4% | +45,500+418.9% | Added | History |
| Hagerty Inc405166909 | COM CL A | 3,000,000 | $25.2M | 0.3% | 00.0% | Unchanged | – |
| TSNTyson Foods, Inc. | Stock | 387,000 | $24.1M | 0.3% | +2,500+0.7% | Added | History |
| AONAon plc | CL A | 80,050 | $24.0M | 0.3% | +6,000+8.1% | Added | History |
| RTXRTX Corp | Stock | 224,000 | $22.6M | 0.3% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 94,172 | $22.3M | 0.3% | 00.0% | Unchanged | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 30,500 | $22.0M | 0.3% | −49,800−62.0% | Reduced | History |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 522,000 | $20.4M | 0.3% | 00.0% | Unchanged | – |
| CABOCable One, Inc. | COM | 26,700 | $19.0M | 0.3% | +15,000+128.2% | Added | History |
| FDXFedEx Corp | Stock | 107,000 | $18.5M | 0.2% | +19,500+22.3% | Added | History |
| COSTCostco Wholesale Corp | Stock | 39,150 | $17.9M | 0.2% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 85,778 | $17.8M | 0.2% | 00.0% | Unchanged | History |
| ESABESAB Corp | COM | 378,357 | $17.8M | 0.2% | +10.0% | Added | History |
| ALLAllstate Corp | Stock | 128,550 | $17.4M | 0.2% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 96,210 | $17.4M | 0.2% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 150,000 | $17.3M | 0.2% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 87,850 | $17.1M | 0.2% | +17,000+24.0% | Added | History |
| VRSKVerisk Analytics, Inc. | COM | 96,000 | $16.9M | 0.2% | +6,000+6.7% | Added | History |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 426,000 | $16.7M | 0.2% | 00.0% | Unchanged | – |
| BNYBank of New York Mellon Corp | Stock | 365,250 | $16.6M | 0.2% | +4,000+1.1% | Added | History |
| THGHanover Insurance Group, Inc. | COM | 121,000 | $16.4M | 0.2% | +19,000+18.6% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 342,000 | $16.3M | 0.2% | 00.0% | Unchanged | History |
| LBRDALiberty Broadband Corp | COM SER A | 205,250 | $15.6M | 0.2% | 00.0% | Unchanged | History |
| CCKCrown Holdings, Inc. | COM | 178,000 | $14.6M | 0.2% | +57,000+47.1% | Added | History |
| HCSGHealthcare Services Group Inc | COM | 1,200,500 | $14.4M | 0.2% | 00.0% | Unchanged | History |
| LBRDKLiberty Broadband Corp | COM SER C | 172,113 | $13.1M | 0.2% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 43,000 | $12.7M | 0.2% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 114,500 | $11.6M | 0.2% | 00.0% | Unchanged | History |
| HXLHexcel Corp | COM | 189,000 | $11.1M | 0.1% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 51,910 | $11.0M | 0.1% | 00.0% | Unchanged | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 37,500 | $10.6M | 0.1% | +18,000+92.3% | Added | History |
| CARRCarrier Global Corp | Stock | 235,000 | $9.69M | 0.1% | 00.0% | Unchanged | History |
| ENOVEnovis CORP | COM | 178,356 | $9.55M | 0.1% | −200,000−52.9% | Reduced | History |
| CBRLCracker Barrel Old Country Store, Inc | COM | 97,000 | $9.19M | 0.1% | +10,500+12.1% | Added | History |
| OTISOtis Worldwide Corp | Stock | 114,620 | $8.98M | 0.1% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 204,450 | $8.44M | 0.1% | +4,000+2.0% | Added | History |
Sold out since Q3 2022 (5)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 8,715,741 | $356.4M | 5.3% | History |
| TPLTexas Pacific Land Corp | Stock | 7,900 | $14.0M | 0.2% | History |
| Brookfield Asset Mgmt ReinsG16169107 | CL A EXCH LT VTG | 60,101 | $2.46M | <0.1% | – |
| TRUPTrupanion, Inc. | COM | 21,377 | $1.27M | <0.1% | History |
| UAUnder Armour, Inc. | CL C | 38,691 | $231.0K | <0.1% | History |