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 |
|---|---|---|---|---|---|---|---|
| KKRKKR & Co. Inc. | COM | 1,427,023 | $74.9M | 1.0% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 207,540 | $75.4M | 1.0% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 327,500 | $79.7M | 1.0% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 484,250 | $79.9M | 1.0% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 142,850 | $80.0M | 1.0% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 391,000 | $89.2M | 1.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 610,800 | $94.7M | 1.2% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 753,750 | $107.8M | 1.4% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,229,000 | $108.0M | 1.4% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 650,500 | $108.3M | 1.4% | +10,000+1.6% | Added | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,463,300 | $116.6M | 1.5% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 359,360 | $117.6M | 1.5% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 619,480 | $123.9M | 1.6% | +13,000+2.1% | Added | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $134.7M | 1.7% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 479,980 | $138.4M | 1.8% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 220,200 | $147.3M | 1.9% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 1,197,272 | $159.1M | 2.0% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 528,750 | $168.2M | 2.1% | +28,500+5.7% | Added | History |
| NVONovo Nordisk A S | ADR | 1,075,000 | $171.1M | 2.2% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 1,206,990 | $199.0M | 2.5% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 2,018,665 | $202.1M | 2.6% | +13,000+0.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 2,009,360 | $207.5M | 2.6% | +11,500+0.6% | Added | History |
| VVisa Inc. | Stock | 964,320 | $217.4M | 2.8% | +1,059+0.1% | Added | History |
| ADIAnalog Devices Inc | Stock | 1,116,071 | $220.1M | 2.8% | +7,000+0.6% | Added | History |
| DEODiageo PLC | SPON ADR NEW | 1,350,208 | $244.6M | 3.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 920,000 | $271.5M | 3.5% | 00.0% | Unchanged | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 8,715,741 | $284.0M | 3.6% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,749,860 | $286.0M | 3.6% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 755,800 | $312.1M | 4.0% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $473.0M | 6.0% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $518.7M | 6.6% | 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 |