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 |
|---|---|---|---|---|---|---|---|
| APOApollo Global Management, Inc. | COM | 1,012,500 | $64.6M | 0.9% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 1,427,023 | $66.2M | 0.9% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 142,850 | $66.4M | 0.9% | +400+0.3% | Added | History |
| CATCaterpillar Inc | Stock | 287,500 | $68.9M | 0.9% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 484,250 | $71.5M | 1.0% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 327,500 | $72.1M | 1.0% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 207,540 | $72.2M | 1.0% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,229,000 | $91.2M | 1.2% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 1,135,300 | $94.5M | 1.3% | +19,000+1.7% | Added | History |
| GDGeneral Dynamics Corp | Stock | 391,000 | $97.0M | 1.3% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 753,750 | $97.8M | 1.3% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 640,500 | $106.0M | 1.4% | +12,000+1.9% | Added | History |
| JNJJohnson & Johnson | Stock | 610,800 | $107.9M | 1.4% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 479,980 | $115.1M | 1.5% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $119.6M | 1.6% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 606,480 | $120.8M | 1.6% | +9,500+1.6% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 359,360 | $123.4M | 1.7% | +2,000+0.6% | Added | History |
| WSOWatsco Inc | COM | 500,250 | $124.8M | 1.7% | +38,000+8.2% | Added | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,463,300 | $135.9M | 1.8% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 1,075,000 | $145.5M | 2.0% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 220,200 | $156.0M | 2.1% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 1,206,990 | $156.8M | 2.1% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 1,197,272 | $157.2M | 2.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 1,997,860 | $167.8M | 2.3% | +14,500+0.7% | Added | History |
| DISWalt Disney Co | Stock | 2,005,665 | $174.3M | 2.3% | +14,000+0.7% | Added | History |
| ADIAnalog Devices Inc | Stock | 1,109,071 | $181.9M | 2.4% | +19,000+1.7% | Added | History |
| VVisa Inc. | Stock | 963,261 | $200.1M | 2.7% | +482+0.1% | Added | History |
| DEODiageo PLC | SPON ADR NEW | 1,350,208 | $240.6M | 3.2% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,749,860 | $244.0M | 3.3% | 00.0% | Unchanged | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 8,715,741 | $274.2M | 3.7% | +8,715,741 | New | History |
| HDHome Depot, Inc. | Stock | 920,000 | $290.6M | 3.9% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 755,800 | $324.1M | 4.3% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $473.2M | 6.3% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $522.1M | 7.0% | 00.0% | Unchanged | 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 |