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 |
|---|---|---|---|---|---|---|---|
| HCSGHealthcare Services Group Inc | COM | 508,000 | $7.05M | 0.1% | −692,500−57.7% | Reduced | History |
| MRVLMarvell Technology, Inc. | COM | 160,000 | $6.93M | 0.1% | 00.0% | Unchanged | History |
| CECelanese Corp | Stock | 62,800 | $6.84M | 0.1% | +17,000+37.1% | Added | History |
| TRUTransUnion | COM | 101,050 | $6.28M | 0.1% | 00.0% | Unchanged | History |
| TGTTarget Corp | Stock | 31,000 | $5.13M | 0.1% | +23,500+313.3% | Added | History |
| SHOPShopify Inc. | Stock | 102,750 | $4.93M | 0.1% | 00.0% | Unchanged | History |
| RNRRenaissancere Holdings Ltd | COM | 24,000 | $4.81M | 0.1% | +10,000+71.4% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 8,200 | $4.73M | 0.1% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 59,877 | $4.55M | 0.1% | +11,164+22.9% | Added | History |
| COFCapital One Financial Corp | Stock | 46,000 | $4.42M | 0.1% | +38,500+513.3% | Added | History |
| EMNEastman Chemical Co | Stock | 49,950 | $4.21M | 0.1% | +17,500+53.9% | Added | History |
| LPLALPL Financial Holdings Inc. | COM | 19,670 | $3.98M | 0.1% | +16,989+633.7% | Added | History |
| KMXCarMax Inc | COM | 56,000 | $3.60M | <0.1% | +21,000+60.0% | Added | History |
| LBTYALiberty Global Ltd. | SHS CL A | 179,000 | $3.49M | <0.1% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 25,900 | $3.46M | <0.1% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 33,077 | $3.45M | <0.1% | +15,412+87.2% | Added | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $3.10M | <0.1% | 00.0% | Unchanged | History |
| VNTVontier Corp | Stock | 110,853 | $3.03M | <0.1% | +11,882+12.0% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 14,659 | $2.92M | <0.1% | +14,659 | New | History |
| BALLBALL Corp | COM | 51,000 | $2.81M | <0.1% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 40,500 | $2.52M | <0.1% | 00.0% | Unchanged | History |
| IFFInternational Flavors & Fragrances Inc | COM | 23,000 | $2.12M | <0.1% | 00.0% | Unchanged | History |
| WTWWillis Towers Watson PLC | SHS | 8,627 | $2.00M | <0.1% | +1,012+13.3% | Added | History |
| Brookfield Reins LtdG16250105 | CL A EXCH LT VTG | 60,101 | $1.98M | <0.1% | 00.0% | Unchanged | – |
| ITGartner Inc | COM | 5,700 | $1.86M | <0.1% | 00.0% | Unchanged | History |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 60,064 | $1.31M | <0.1% | +60,064 | New | History |
| CSGPCostar Group, Inc. | COM | 18,600 | $1.28M | <0.1% | 00.0% | Unchanged | History |
| Hagerty, Inc.405166117 | *W EXP 99/99/999 | 540,000 | $1.23M | <0.1% | 00.0% | Unchanged | – |
| INTUIntuit Inc. | Stock | 2,720 | $1.21M | <0.1% | 00.0% | Unchanged | History |
| DNBDun & Bradstreet Holdings, Inc. | COM | 80,000 | $939.2K | <0.1% | +15,000+23.1% | Added | History |
| LAMRLamar Advertising Co | REIT | 8,500 | $849.1K | <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 |