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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 Q4 2022

Holdings as of Dec 31, 2022, filed Feb 3, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
134
+3 vs. Q3 2022
Portfolio value
$7.46B
+$683.4M (+10.1%) vs. Q3 2022
Filed
Feb 3, 2023
SEC
Holdings of Markel Group in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
DCTDuck Creek Technologies, Inc.SHS25,250$304.3K<0.1%+4,000+18.8%AddedHistory
LPLALPL Financial Holdings Inc.COM2,681$579.6K<0.1%+2,681NewHistory
COFCapital One Financial CorpStock7,500$697.2K<0.1%+7,500NewHistory
AXTAAxalta Coating Systems Ltd.COM28,442$724.4K<0.1%00.0%UnchangedHistory
DNBDun & Bradstreet Holdings, Inc.COM65,000$796.9K<0.1%+65,000NewHistory
LAMRLamar Advertising CoREIT8,500$802.4K<0.1%00.0%UnchangedHistory
INTUIntuit Inc.Stock2,720$1.06M<0.1%00.0%UnchangedHistory
TGTTarget CorpStock7,500$1.12M<0.1%+7,500NewHistory
Hagerty, Inc.405166117*W EXP 99/99/999540,000$1.21M<0.1%00.0%Unchanged–
CSGPCostar Group, Inc.COM18,600$1.44M<0.1%00.0%UnchangedHistory
ICEIntercontinental Exchange, Inc.Stock17,665$1.81M<0.1%+1,494+9.2%AddedHistory
WTWWillis Towers Watson PLCSHS7,615$1.86M<0.1%+1,108+17.0%AddedHistory
Brookfield Reins LtdG16250105CL A EXCH LT VTG60,101$1.88M<0.1%+60,101New–
VNTVontier CorpStock98,971$1.91M<0.1%+12,462+14.4%AddedHistory
ITGartner IncCOM5,700$1.92M<0.1%+1,200+26.7%AddedHistory
SPOTSpotify Technology S.A.Stock25,900$2.04M<0.1%00.0%UnchangedHistory
KMXCarMax IncCOM35,000$2.13M<0.1%+35,000NewHistory
IFFInternational Flavors & Fragrances IncCOM23,000$2.41M<0.1%00.0%UnchangedHistory
RNRRenaissancere Holdings LtdCOM14,000$2.58M<0.1%+12,000+600.0%AddedHistory
BALLBALL CorpCOM51,000$2.61M<0.1%+4,000+8.5%AddedHistory
EMNEastman Chemical CoStock32,450$2.64M<0.1%+15,000+86.0%AddedHistory
WRBBerkley W R CorpCOM40,500$2.94M<0.1%00.0%UnchangedHistory
GHCGraham Holdings CoCOM CL B5,200$3.14M<0.1%00.0%UnchangedHistory
LBTYALiberty Global Ltd.SHS CL A179,000$3.39M<0.1%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock48,713$3.47M<0.1%+14,116+40.8%AddedHistory
SHOPShopify Inc.Stock102,750$3.57M<0.1%+10,000+10.8%AddedHistory
TMOThermo Fisher Scientific Inc.Stock8,200$4.52M0.1%+400+5.1%AddedHistory
CECelanese CorpStock45,800$4.68M0.1%+29,000+172.6%AddedHistory
TRUTransUnionCOM101,050$5.73M0.1%+2,000+2.0%AddedHistory
MRVLMarvell Technology, Inc.COM160,000$5.93M0.1%+30,000+23.1%AddedHistory
SMGScotts Miracle-Gro CoStock129,235$6.28M0.1%+71,735+124.8%AddedHistory
EAElectronic Arts Inc.COM60,800$7.43M0.1%00.0%UnchangedHistory
SONYSony Group CorpSPONSORED ADR99,649$7.60M0.1%+20,053+25.2%AddedHistory
OIO-I Glass, Inc.COM468,900$7.77M0.1%+2000.0%AddedHistory
WFCWells Fargo & CompanyStock204,450$8.44M0.1%+4,000+2.0%AddedHistory
OTISOtis Worldwide CorpStock114,620$8.98M0.1%00.0%UnchangedHistory
CBRLCracker Barrel Old Country Store, IncCOM97,000$9.19M0.1%+10,500+12.1%AddedHistory
ENOVEnovis CORPCOM178,356$9.55M0.1%−200,000−52.9%ReducedHistory
CARRCarrier Global CorpStock235,000$9.69M0.1%00.0%UnchangedHistory
ODFLOld Dominion Freight Line, Inc.COM37,500$10.6M0.1%+18,000+92.3%AddedHistory
AMTAmerican Tower CorpREIT51,910$11.0M0.1%00.0%UnchangedHistory
HXLHexcel CorpCOM189,000$11.1M0.1%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock114,500$11.6M0.2%00.0%UnchangedHistory
NFLXNetflix IncStock43,000$12.7M0.2%00.0%UnchangedHistory
LBRDKLiberty Broadband CorpCOM SER C172,113$13.1M0.2%00.0%UnchangedHistory
HCSGHealthcare Services Group IncCOM1,200,500$14.4M0.2%00.0%UnchangedHistory
CCKCrown Holdings, Inc.COM178,000$14.6M0.2%+57,000+47.1%AddedHistory
LBRDALiberty Broadband CorpCOM SER A205,250$15.6M0.2%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock342,000$16.3M0.2%00.0%UnchangedHistory
THGHanover Insurance Group, Inc.COM121,000$16.4M0.2%+19,000+18.6%AddedHistory
BNYBank of New York Mellon CorpStock365,250$16.6M0.2%+4,000+1.1%AddedHistory
Liberty Media Corp531229409COM A SIRIUSXM426,000$16.7M0.2%00.0%Unchanged–
VRSKVerisk Analytics, Inc.COM96,000$16.9M0.2%+6,000+6.7%AddedHistory
EFXEquifax IncCOM87,850$17.1M0.2%+17,000+24.0%AddedHistory
PAYXPaychex IncStock150,000$17.3M0.2%00.0%UnchangedHistory
PEPPepsiCo IncStock96,210$17.4M0.2%00.0%UnchangedHistory
ALLAllstate CorpStock128,550$17.4M0.2%00.0%UnchangedHistory
ESABESAB CorpCOM378,357$17.8M0.2%+10.0%AddedHistory
UNPUnion Pacific CorpStock85,778$17.8M0.2%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock39,150$17.9M0.2%00.0%UnchangedHistory
FDXFedEx CorpStock107,000$18.5M0.2%+19,500+22.3%AddedHistory
CABOCable One, Inc.COM26,700$19.0M0.3%+15,000+128.2%AddedHistory
Liberty Media Corp Del531229607COM C SIRIUSXM522,000$20.4M0.3%00.0%Unchanged–
REGNRegeneron Pharmaceuticals, Inc.COM30,500$22.0M0.3%−49,800−62.0%ReducedHistory
SHWSherwin Williams CoCOM94,172$22.3M0.3%00.0%UnchangedHistory
RTXRTX CorpStock224,000$22.6M0.3%00.0%UnchangedHistory
AONAon plcCL A80,050$24.0M0.3%+6,000+8.1%AddedHistory
TSNTyson Foods, Inc.Stock387,000$24.1M0.3%+2,500+0.7%AddedHistory
Hagerty Inc405166909COM CL A3,000,000$25.2M0.3%00.0%Unchanged–
LMTLockheed Martin CorpStock56,363$27.4M0.4%+45,500+418.9%AddedHistory
METAMeta Platforms, Inc.Stock228,017$27.4M0.4%+30,236+15.3%AddedHistory
JPMJPMorgan Chase & CoStock216,550$29.0M0.4%00.0%UnchangedHistory
CVSCVS Health CorpStock332,000$30.9M0.4%00.0%UnchangedHistory
BF.BBrown Forman CorpStock474,187$31.1M0.4%00.0%UnchangedHistory
ITICInvestors Title CoCOM213,300$31.5M0.4%00.0%UnchangedHistory
LINLinde PLCSHS98,400$32.1M0.4%+4,000+4.2%AddedHistory
CMCSAComcast CorpStock930,572$32.5M0.4%+103,763+12.5%AddedHistory
GOOGLAlphabet Inc.Stock373,000$32.9M0.4%+16,500+4.6%AddedHistory
SRCLStericycle IncCOM671,071$33.5M0.4%+2,371+0.4%AddedHistory
TROWPrice T Rowe Group IncStock314,000$34.2M0.5%00.0%UnchangedHistory
SEICSEI Investments CoCOM589,200$34.4M0.5%+30,000+5.4%AddedHistory
MMM3M CoStock287,750$34.5M0.5%+18,000+6.7%AddedHistory
CGCarlyle Group Inc.COM1,327,000$39.6M0.5%+20,000+1.5%AddedHistory
ROKRockwell Automation, IncStock154,900$39.9M0.5%00.0%UnchangedHistory
WHRWhirlpool CorpStock282,049$39.9M0.5%00.0%UnchangedHistory
ECLEcolab Inc.Stock274,300$39.9M0.5%00.0%UnchangedHistory
HEI.AHeico CorpCL A354,644$42.5M0.6%+11,500+3.4%AddedHistory
ACNAccenture plcStock159,400$42.5M0.6%00.0%UnchangedHistory
NKENIKE, Inc.Stock368,900$43.2M0.6%+2,900+0.8%AddedHistory
DGDollar General CorpCOM185,250$45.6M0.6%+15,000+8.8%AddedHistory
NVRNVR IncCOM10,029$46.3M0.6%+240+2.5%AddedHistory
FDSFactset Research Systems IncStock116,720$46.8M0.6%00.0%UnchangedHistory
ROLRollins IncCOM1,297,775$47.4M0.6%+22,500+1.8%AddedHistory
ATVIActivision Blizzard, Inc.COM620,600$47.5M0.6%+167,000+36.8%AddedHistory
SPGIS&P Global Inc.Stock150,690$50.5M0.7%+400+0.3%AddedHistory
SBUXStarbucks CorpStock532,318$52.8M0.7%00.0%UnchangedHistory
BF.ABrown Forman CorpCL A843,000$55.4M0.7%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock229,500$56.6M0.8%00.0%UnchangedHistory
MCOMoodys CorpStock213,890$59.6M0.8%+400+0.2%AddedHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS2,193,958$62.9M0.8%+2,193,958NewHistory

Sold out since Q3 2022 (5)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Markel Group sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
BAMBrookfield Asset Management Ltd.CL A LTD VT SH8,715,741$356.4M5.3%History
TPLTexas Pacific Land CorpStock7,900$14.0M0.2%History
Brookfield Asset Mgmt ReinsG16169107CL A EXCH LT VTG60,101$2.46M<0.1%–
TRUPTrupanion, Inc.COM21,377$1.27M<0.1%History
UAUnder Armour, Inc.CL C38,691$231.0K<0.1%History