Markel Group
SuperinvestorMarkel Group Inc.
- SEC CIK
- 0001096343
- Manager
- Tom Gayner
- Style
- Quality, Value
- Latest filing
- Jul 31, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed Apr 28, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 131
- −3 vs. Q4 2022
- Portfolio value
- $7.86B
- +$401.7M (+5.4%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $518.7M | 6.6% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $473.0M | 6.0% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 755,800 | $312.1M | 4.0% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,749,860 | $286.0M | 3.6% | 00.0% | Unchanged | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 8,715,741 | $284.0M | 3.6% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 920,000 | $271.5M | 3.5% | 00.0% | Unchanged | History |
| DEODiageo PLC | SPON ADR NEW | 1,350,208 | $244.6M | 3.1% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 1,116,071 | $220.1M | 2.8% | +7,000+0.6% | Added | History |
| VVisa Inc. | Stock | 964,320 | $217.4M | 2.8% | +1,059+0.1% | Added | History |
| AMZNAmazon Com Inc | Stock | 2,009,360 | $207.5M | 2.6% | +11,500+0.6% | Added | History |
| DISWalt Disney Co | Stock | 2,018,665 | $202.1M | 2.6% | +13,000+0.6% | Added | History |
| AAPLApple Inc. | Stock | 1,206,990 | $199.0M | 2.5% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 1,075,000 | $171.1M | 2.2% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 528,750 | $168.2M | 2.1% | +28,500+5.7% | Added | History |
| RLIRli Corp | COM | 1,197,272 | $159.1M | 2.0% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 220,200 | $147.3M | 1.9% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 479,980 | $138.4M | 1.8% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $134.7M | 1.7% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 619,480 | $123.9M | 1.6% | +13,000+2.1% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 359,360 | $117.6M | 1.5% | 00.0% | Unchanged | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,463,300 | $116.6M | 1.5% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 650,500 | $108.3M | 1.4% | +10,000+1.6% | Added | History |
| BXBlackstone Inc. | COM | 1,229,000 | $108.0M | 1.4% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 753,750 | $107.8M | 1.4% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 610,800 | $94.7M | 1.2% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 391,000 | $89.2M | 1.1% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 142,850 | $80.0M | 1.0% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 484,250 | $79.9M | 1.0% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 327,500 | $79.7M | 1.0% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 207,540 | $75.4M | 1.0% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 1,427,023 | $74.9M | 1.0% | 00.0% | Unchanged | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 2,193,958 | $71.8M | 0.9% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 287,500 | $65.8M | 0.8% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 213,890 | $65.5M | 0.8% | 00.0% | Unchanged | History |
| APOApollo Global Management, Inc. | COM | 1,012,500 | $63.9M | 0.8% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 1,166,672 | $61.1M | 0.8% | +31,372+2.8% | Added | History |
| DGDollar General Corp | COM | 279,250 | $58.8M | 0.7% | +94,000+50.7% | Added | History |
| NVRNVR Inc | COM | 10,264 | $57.2M | 0.7% | +235+2.3% | Added | History |
| ATVIActivision Blizzard, Inc. | COM | 650,600 | $55.7M | 0.7% | +30,000+4.8% | Added | History |
| SBUXStarbucks Corp | Stock | 532,318 | $55.4M | 0.7% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 533,000 | $55.3M | 0.7% | +160,000+42.9% | Added | History |
| BF.ABrown Forman Corp | CL A | 843,000 | $55.0M | 0.7% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 150,690 | $52.0M | 0.7% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 242,281 | $51.3M | 0.7% | +14,264+6.3% | Added | History |
| HEI.AHeico Corp | CL A | 370,644 | $50.4M | 0.6% | +16,000+4.5% | Added | History |
| ROLRollins Inc | COM | 1,321,275 | $49.6M | 0.6% | +23,500+1.8% | Added | History |
| NSCNorfolk Southern Corp | Stock | 229,500 | $48.7M | 0.6% | 00.0% | Unchanged | History |
| FDSFactset Research Systems Inc | Stock | 116,720 | $48.4M | 0.6% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 159,400 | $45.6M | 0.6% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 154,900 | $45.5M | 0.6% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 274,300 | $45.4M | 0.6% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 368,900 | $45.2M | 0.6% | 00.0% | Unchanged | History |
| CGCarlyle Group Inc. | COM | 1,327,000 | $41.2M | 0.5% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 1,005,716 | $38.1M | 0.5% | +75,144+8.1% | Added | History |
| LINLinde PLC | Stock | 104,900 | $37.3M | 0.5% | +6,500+6.6% | Added | History |
| WHRWhirlpool Corp | Stock | 282,049 | $37.2M | 0.5% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 314,000 | $35.5M | 0.5% | 00.0% | Unchanged | History |
| SEICSEI Investments Co | COM | 589,200 | $33.9M | 0.4% | 00.0% | Unchanged | History |
| ITICInvestors Title Co | COM | 213,300 | $32.2M | 0.4% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 293,750 | $30.9M | 0.4% | +6,000+2.1% | Added | History |
| BF.BBrown Forman Corp | Stock | 474,187 | $30.5M | 0.4% | 00.0% | Unchanged | History |
| SRCLStericycle Inc | COM | 671,071 | $29.3M | 0.4% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 216,550 | $28.2M | 0.4% | 00.0% | Unchanged | History |
| FDXFedEx Corp | Stock | 120,000 | $27.4M | 0.3% | +13,000+12.1% | Added | History |
| AONAon plc | CL A | 86,550 | $27.3M | 0.3% | +6,500+8.1% | Added | History |
| LMTLockheed Martin Corp | Stock | 56,363 | $26.6M | 0.3% | 00.0% | Unchanged | History |
| Hagerty Inc405166909 | COM CL A | 3,000,000 | $26.2M | 0.3% | 00.0% | Unchanged | – |
| CVSCVS Health Corp | Stock | 332,000 | $24.7M | 0.3% | 00.0% | Unchanged | History |
| TSNTyson Foods, Inc. | Stock | 413,000 | $24.5M | 0.3% | +26,000+6.7% | Added | History |
| RTXRTX Corp | Stock | 224,000 | $21.9M | 0.3% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 94,172 | $21.2M | 0.3% | 00.0% | Unchanged | History |
| ESABESAB Corp | COM | 348,356 | $20.6M | 0.3% | −30,001−7.9% | Reduced | History |
| VRSKVerisk Analytics, Inc. | COM | 102,500 | $19.7M | 0.3% | +6,500+6.8% | Added | History |
| COSTCostco Wholesale Corp | Stock | 39,150 | $19.5M | 0.2% | 00.0% | Unchanged | History |
| CABOCable One, Inc. | COM | 26,700 | $18.7M | 0.2% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 342,000 | $17.9M | 0.2% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 87,850 | $17.8M | 0.2% | 00.0% | Unchanged | History |
| THGHanover Insurance Group, Inc. | COM | 138,000 | $17.7M | 0.2% | +17,000+14.0% | Added | History |
| PEPPepsiCo Inc | Stock | 96,210 | $17.5M | 0.2% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 85,778 | $17.3M | 0.2% | 00.0% | Unchanged | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 50,500 | $17.2M | 0.2% | +13,000+34.7% | Added | History |
| PAYXPaychex Inc | Stock | 150,000 | $17.2M | 0.2% | 00.0% | Unchanged | History |
| LBRDALiberty Broadband Corp | COM SER A | 205,250 | $16.9M | 0.2% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 365,250 | $16.6M | 0.2% | 00.0% | Unchanged | History |
| CCKCrown Holdings, Inc. | COM | 188,000 | $15.5M | 0.2% | +10,000+5.6% | Added | History |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 522,000 | $14.6M | 0.2% | 00.0% | Unchanged | – |
| ALLAllstate Corp | Stock | 128,550 | $14.2M | 0.2% | 00.0% | Unchanged | History |
| LBRDKLiberty Broadband Corp | COM SER C | 172,113 | $14.1M | 0.2% | 00.0% | Unchanged | History |
| HXLHexcel Corp | COM | 189,000 | $12.9M | 0.2% | 00.0% | Unchanged | History |
| CBRLCracker Barrel Old Country Store, Inc | COM | 110,000 | $12.5M | 0.2% | +13,000+13.4% | Added | History |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 426,000 | $12.0M | 0.2% | 00.0% | Unchanged | – |
| PMPhilip Morris International Inc. | Stock | 114,500 | $11.1M | 0.1% | 00.0% | Unchanged | History |
| CARRCarrier Global Corp | Stock | 235,000 | $10.8M | 0.1% | 00.0% | Unchanged | History |
| OIO-I Glass, Inc. | COM | 468,900 | $10.6M | 0.1% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 51,910 | $10.6M | 0.1% | 00.0% | Unchanged | History |
| SMGScotts Miracle-Gro Co | Stock | 149,735 | $10.4M | 0.1% | +20,500+15.9% | Added | History |
| EAElectronic Arts Inc. | COM | 80,800 | $9.73M | 0.1% | +20,000+32.9% | Added | History |
| OTISOtis Worldwide Corp | Stock | 114,620 | $9.67M | 0.1% | 00.0% | Unchanged | History |
| SONYSony Group Corp | SPONSORED ADR | 105,121 | $9.53M | 0.1% | +5,472+5.5% | Added | History |
| WFCWells Fargo & Company | Stock | 204,450 | $7.64M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2022 (5)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| REGNRegeneron Pharmaceuticals, Inc. | COM | 30,500 | $22.0M | 0.3% | History |
| NFLXNetflix Inc | Stock | 43,000 | $12.7M | 0.2% | History |
| ENOVEnovis CORP | COM | 178,356 | $9.55M | 0.1% | History |
| AXTAAxalta Coating Systems Ltd. | COM | 28,442 | $724.4K | <0.1% | History |
| DCTDuck Creek Technologies, Inc. | SHS | 25,250 | $304.3K | <0.1% | History |