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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 Q1 2023

Holdings as of Mar 31, 2023, filed Apr 28, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
131
−3 vs. Q4 2022
Portfolio value
$7.86B
+$401.7M (+5.4%) vs. Q4 2022
Filed
Apr 28, 2023
SEC
Holdings of Markel Group in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
LAMRLamar Advertising CoREIT8,500$849.1K<0.1%00.0%UnchangedHistory
DNBDun & Bradstreet Holdings, Inc.COM80,000$939.2K<0.1%+15,000+23.1%AddedHistory
INTUIntuit Inc.Stock2,720$1.21M<0.1%00.0%UnchangedHistory
Hagerty, Inc.405166117*W EXP 99/99/999540,000$1.23M<0.1%00.0%Unchanged–
CSGPCostar Group, Inc.COM18,600$1.28M<0.1%00.0%UnchangedHistory
SKWDSkyward Specialty Insurance Group, Inc.COM60,064$1.31M<0.1%+60,064NewHistory
ITGartner IncCOM5,700$1.86M<0.1%00.0%UnchangedHistory
Brookfield Reins LtdG16250105CL A EXCH LT VTG60,101$1.98M<0.1%00.0%Unchanged–
WTWWillis Towers Watson PLCSHS8,627$2.00M<0.1%+1,012+13.3%AddedHistory
IFFInternational Flavors & Fragrances IncCOM23,000$2.12M<0.1%00.0%UnchangedHistory
WRBBerkley W R CorpCOM40,500$2.52M<0.1%00.0%UnchangedHistory
BALLBALL CorpCOM51,000$2.81M<0.1%00.0%UnchangedHistory
IQVIQVIA Holdings Inc.Stock14,659$2.92M<0.1%+14,659NewHistory
VNTVontier CorpStock110,853$3.03M<0.1%+11,882+12.0%AddedHistory
GHCGraham Holdings CoCOM CL B5,200$3.10M<0.1%00.0%UnchangedHistory
ICEIntercontinental Exchange, Inc.Stock33,077$3.45M<0.1%+15,412+87.2%AddedHistory
SPOTSpotify Technology S.A.Stock25,900$3.46M<0.1%00.0%UnchangedHistory
LBTYALiberty Global Ltd.SHS CL A179,000$3.49M<0.1%00.0%UnchangedHistory
KMXCarMax IncCOM56,000$3.60M<0.1%+21,000+60.0%AddedHistory
LPLALPL Financial Holdings Inc.COM19,670$3.98M0.1%+16,989+633.7%AddedHistory
EMNEastman Chemical CoStock49,950$4.21M0.1%+17,500+53.9%AddedHistory
COFCapital One Financial CorpStock46,000$4.42M0.1%+38,500+513.3%AddedHistory
PYPLPayPal Holdings, Inc.Stock59,877$4.55M0.1%+11,164+22.9%AddedHistory
TMOThermo Fisher Scientific Inc.Stock8,200$4.73M0.1%00.0%UnchangedHistory
RNRRenaissancere Holdings LtdCOM24,000$4.81M0.1%+10,000+71.4%AddedHistory
SHOPShopify Inc.Stock102,750$4.93M0.1%00.0%UnchangedHistory
TGTTarget CorpStock31,000$5.13M0.1%+23,500+313.3%AddedHistory
TRUTransUnionCOM101,050$6.28M0.1%00.0%UnchangedHistory
CECelanese CorpStock62,800$6.84M0.1%+17,000+37.1%AddedHistory
MRVLMarvell Technology, Inc.COM160,000$6.93M0.1%00.0%UnchangedHistory
HCSGHealthcare Services Group IncCOM508,000$7.05M0.1%−692,500−57.7%ReducedHistory
WFCWells Fargo & CompanyStock204,450$7.64M0.1%00.0%UnchangedHistory
SONYSony Group CorpSPONSORED ADR105,121$9.53M0.1%+5,472+5.5%AddedHistory
OTISOtis Worldwide CorpStock114,620$9.67M0.1%00.0%UnchangedHistory
EAElectronic Arts Inc.COM80,800$9.73M0.1%+20,000+32.9%AddedHistory
SMGScotts Miracle-Gro CoStock149,735$10.4M0.1%+20,500+15.9%AddedHistory
AMTAmerican Tower CorpREIT51,910$10.6M0.1%00.0%UnchangedHistory
OIO-I Glass, Inc.COM468,900$10.6M0.1%00.0%UnchangedHistory
CARRCarrier Global CorpStock235,000$10.8M0.1%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock114,500$11.1M0.1%00.0%UnchangedHistory
Liberty Media Corp531229409COM A SIRIUSXM426,000$12.0M0.2%00.0%Unchanged–
CBRLCracker Barrel Old Country Store, IncCOM110,000$12.5M0.2%+13,000+13.4%AddedHistory
HXLHexcel CorpCOM189,000$12.9M0.2%00.0%UnchangedHistory
LBRDKLiberty Broadband CorpCOM SER C172,113$14.1M0.2%00.0%UnchangedHistory
ALLAllstate CorpStock128,550$14.2M0.2%00.0%UnchangedHistory
Liberty Media Corp Del531229607COM C SIRIUSXM522,000$14.6M0.2%00.0%Unchanged–
CCKCrown Holdings, Inc.COM188,000$15.5M0.2%+10,000+5.6%AddedHistory
BNYBank of New York Mellon CorpStock365,250$16.6M0.2%00.0%UnchangedHistory
LBRDALiberty Broadband CorpCOM SER A205,250$16.9M0.2%00.0%UnchangedHistory
PAYXPaychex IncStock150,000$17.2M0.2%00.0%UnchangedHistory
ODFLOld Dominion Freight Line, Inc.COM50,500$17.2M0.2%+13,000+34.7%AddedHistory
UNPUnion Pacific CorpStock85,778$17.3M0.2%00.0%UnchangedHistory
PEPPepsiCo IncStock96,210$17.5M0.2%00.0%UnchangedHistory
THGHanover Insurance Group, Inc.COM138,000$17.7M0.2%+17,000+14.0%AddedHistory
EFXEquifax IncCOM87,850$17.8M0.2%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock342,000$17.9M0.2%00.0%UnchangedHistory
CABOCable One, Inc.COM26,700$18.7M0.2%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock39,150$19.5M0.2%00.0%UnchangedHistory
VRSKVerisk Analytics, Inc.COM102,500$19.7M0.3%+6,500+6.8%AddedHistory
ESABESAB CorpCOM348,356$20.6M0.3%−30,001−7.9%ReducedHistory
SHWSherwin Williams CoCOM94,172$21.2M0.3%00.0%UnchangedHistory
RTXRTX CorpStock224,000$21.9M0.3%00.0%UnchangedHistory
TSNTyson Foods, Inc.Stock413,000$24.5M0.3%+26,000+6.7%AddedHistory
CVSCVS Health CorpStock332,000$24.7M0.3%00.0%UnchangedHistory
Hagerty Inc405166909COM CL A3,000,000$26.2M0.3%00.0%Unchanged–
LMTLockheed Martin CorpStock56,363$26.6M0.3%00.0%UnchangedHistory
AONAon plcCL A86,550$27.3M0.3%+6,500+8.1%AddedHistory
FDXFedEx CorpStock120,000$27.4M0.3%+13,000+12.1%AddedHistory
JPMJPMorgan Chase & CoStock216,550$28.2M0.4%00.0%UnchangedHistory
SRCLStericycle IncCOM671,071$29.3M0.4%00.0%UnchangedHistory
BF.BBrown Forman CorpStock474,187$30.5M0.4%00.0%UnchangedHistory
MMM3M CoStock293,750$30.9M0.4%+6,000+2.1%AddedHistory
ITICInvestors Title CoCOM213,300$32.2M0.4%00.0%UnchangedHistory
SEICSEI Investments CoCOM589,200$33.9M0.4%00.0%UnchangedHistory
TROWPrice T Rowe Group IncStock314,000$35.5M0.5%00.0%UnchangedHistory
WHRWhirlpool CorpStock282,049$37.2M0.5%00.0%UnchangedHistory
LINLinde PLCStock104,900$37.3M0.5%+6,500+6.6%AddedHistory
CMCSAComcast CorpStock1,005,716$38.1M0.5%+75,144+8.1%AddedHistory
CGCarlyle Group Inc.COM1,327,000$41.2M0.5%00.0%UnchangedHistory
NKENIKE, Inc.Stock368,900$45.2M0.6%00.0%UnchangedHistory
ECLEcolab Inc.Stock274,300$45.4M0.6%00.0%UnchangedHistory
ROKRockwell Automation, IncStock154,900$45.5M0.6%00.0%UnchangedHistory
ACNAccenture plcStock159,400$45.6M0.6%00.0%UnchangedHistory
FDSFactset Research Systems IncStock116,720$48.4M0.6%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock229,500$48.7M0.6%00.0%UnchangedHistory
ROLRollins IncCOM1,321,275$49.6M0.6%+23,500+1.8%AddedHistory
HEI.AHeico CorpCL A370,644$50.4M0.6%+16,000+4.5%AddedHistory
METAMeta Platforms, Inc.Stock242,281$51.3M0.7%+14,264+6.3%AddedHistory
SPGIS&P Global Inc.Stock150,690$52.0M0.7%00.0%UnchangedHistory
BF.ABrown Forman CorpCL A843,000$55.0M0.7%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock533,000$55.3M0.7%+160,000+42.9%AddedHistory
SBUXStarbucks CorpStock532,318$55.4M0.7%00.0%UnchangedHistory
ATVIActivision Blizzard, Inc.COM650,600$55.7M0.7%+30,000+4.8%AddedHistory
NVRNVR IncCOM10,264$57.2M0.7%+235+2.3%AddedHistory
DGDollar General CorpCOM279,250$58.8M0.7%+94,000+50.7%AddedHistory
SCHWSchwab Charles CorpStock1,166,672$61.1M0.8%+31,372+2.8%AddedHistory
APOApollo Global Management, Inc.COM1,012,500$63.9M0.8%00.0%UnchangedHistory
MCOMoodys CorpStock213,890$65.5M0.8%00.0%UnchangedHistory
CATCaterpillar IncStock287,500$65.8M0.8%00.0%UnchangedHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS2,193,958$71.8M0.9%00.0%UnchangedHistory

Sold out since Q4 2022 (5)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of Markel Group sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
REGNRegeneron Pharmaceuticals, Inc.COM30,500$22.0M0.3%History
NFLXNetflix IncStock43,000$12.7M0.2%History
ENOVEnovis CORPCOM178,356$9.55M0.1%History
AXTAAxalta Coating Systems Ltd.COM28,442$724.4K<0.1%History
DCTDuck Creek Technologies, Inc.SHS25,250$304.3K<0.1%History