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 |
|---|---|---|---|---|---|---|---|
| OIO-I Glass, Inc. | COM | 468,900 | $7.77M | 0.1% | +2000.0% | Added | History |
| SONYSony Group Corp | SPONSORED ADR | 99,649 | $7.60M | 0.1% | +20,053+25.2% | Added | History |
| EAElectronic Arts Inc. | COM | 60,800 | $7.43M | 0.1% | 00.0% | Unchanged | History |
| SMGScotts Miracle-Gro Co | Stock | 129,235 | $6.28M | 0.1% | +71,735+124.8% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 160,000 | $5.93M | 0.1% | +30,000+23.1% | Added | History |
| TRUTransUnion | COM | 101,050 | $5.73M | 0.1% | +2,000+2.0% | Added | History |
| CECelanese Corp | Stock | 45,800 | $4.68M | 0.1% | +29,000+172.6% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 8,200 | $4.52M | 0.1% | +400+5.1% | Added | History |
| SHOPShopify Inc. | Stock | 102,750 | $3.57M | <0.1% | +10,000+10.8% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 48,713 | $3.47M | <0.1% | +14,116+40.8% | Added | History |
| LBTYALiberty Global Ltd. | SHS CL A | 179,000 | $3.39M | <0.1% | 00.0% | Unchanged | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $3.14M | <0.1% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 40,500 | $2.94M | <0.1% | 00.0% | Unchanged | History |
| EMNEastman Chemical Co | Stock | 32,450 | $2.64M | <0.1% | +15,000+86.0% | Added | History |
| BALLBALL Corp | COM | 51,000 | $2.61M | <0.1% | +4,000+8.5% | Added | History |
| RNRRenaissancere Holdings Ltd | COM | 14,000 | $2.58M | <0.1% | +12,000+600.0% | Added | History |
| IFFInternational Flavors & Fragrances Inc | COM | 23,000 | $2.41M | <0.1% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 35,000 | $2.13M | <0.1% | +35,000 | New | History |
| SPOTSpotify Technology S.A. | Stock | 25,900 | $2.04M | <0.1% | 00.0% | Unchanged | History |
| ITGartner Inc | COM | 5,700 | $1.92M | <0.1% | +1,200+26.7% | Added | History |
| VNTVontier Corp | Stock | 98,971 | $1.91M | <0.1% | +12,462+14.4% | Added | History |
| Brookfield Reins LtdG16250105 | CL A EXCH LT VTG | 60,101 | $1.88M | <0.1% | +60,101 | New | – |
| WTWWillis Towers Watson PLC | SHS | 7,615 | $1.86M | <0.1% | +1,108+17.0% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 17,665 | $1.81M | <0.1% | +1,494+9.2% | Added | History |
| CSGPCostar Group, Inc. | COM | 18,600 | $1.44M | <0.1% | 00.0% | Unchanged | History |
| Hagerty, Inc.405166117 | *W EXP 99/99/999 | 540,000 | $1.21M | <0.1% | 00.0% | Unchanged | – |
| TGTTarget Corp | Stock | 7,500 | $1.12M | <0.1% | +7,500 | New | History |
| INTUIntuit Inc. | Stock | 2,720 | $1.06M | <0.1% | 00.0% | Unchanged | History |
| LAMRLamar Advertising Co | REIT | 8,500 | $802.4K | <0.1% | 00.0% | Unchanged | History |
| DNBDun & Bradstreet Holdings, Inc. | COM | 65,000 | $796.9K | <0.1% | +65,000 | New | History |
| AXTAAxalta Coating Systems Ltd. | COM | 28,442 | $724.4K | <0.1% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 7,500 | $697.2K | <0.1% | +7,500 | New | History |
| LPLALPL Financial Holdings Inc. | COM | 2,681 | $579.6K | <0.1% | +2,681 | New | History |
| DCTDuck Creek Technologies, Inc. | SHS | 25,250 | $304.3K | <0.1% | +4,000+18.8% | 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 |