Markel Group
SuperinvestorMarkel Group Inc.
- SEC CIK
- 0001096343
- Manager
- Tom Gayner
- Style
- Quality, Value
- Latest filing
- Jul 31, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 4, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 131
- 0 vs. Q1 2023
- Portfolio value
- $8.40B
- +$538.8M (+6.9%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $576.8M | 6.9% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $522.4M | 6.2% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,749,860 | $332.7M | 4.0% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 755,800 | $306.2M | 3.6% | 00.0% | Unchanged | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 8,715,741 | $293.3M | 3.5% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 920,000 | $285.8M | 3.4% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 2,018,860 | $263.2M | 3.1% | +9,500+0.5% | Added | History |
| AAPLApple Inc. | Stock | 1,215,990 | $235.9M | 2.8% | +9,000+0.7% | Added | History |
| VVisa Inc. | Stock | 989,270 | $234.9M | 2.8% | +24,950+2.6% | Added | History |
| DEODiageo PLC | SPON ADR NEW | 1,350,208 | $234.2M | 2.8% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 1,122,571 | $218.7M | 2.6% | +6,500+0.6% | Added | History |
| WSOWatsco Inc | COM | 539,250 | $205.7M | 2.4% | +10,500+2.0% | Added | History |
| DISWalt Disney Co | Stock | 2,020,665 | $180.4M | 2.1% | +2,000+0.1% | Added | History |
| NVONovo Nordisk A S | ADR | 1,075,000 | $174.0M | 2.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 485,980 | $165.5M | 2.0% | +6,000+1.3% | Added | History |
| RLIRli Corp | COM | 1,197,272 | $163.4M | 1.9% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 220,200 | $152.2M | 1.8% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 632,480 | $142.8M | 1.7% | +13,000+2.1% | Added | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $130.3M | 1.6% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 659,500 | $124.0M | 1.5% | +9,000+1.4% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 359,360 | $115.9M | 1.4% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,229,000 | $114.3M | 1.4% | 00.0% | Unchanged | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,463,300 | $110.6M | 1.3% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 610,800 | $101.1M | 1.2% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 753,750 | $99.8M | 1.2% | 00.0% | Unchanged | History |
| DGDollar General Corp | COM | 509,250 | $86.5M | 1.0% | +230,000+82.4% | Added | History |
| AXPAmerican Express Co | Stock | 484,250 | $84.4M | 1.0% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 391,000 | $84.1M | 1.0% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 327,500 | $81.9M | 1.0% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 207,540 | $81.6M | 1.0% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 1,449,023 | $81.1M | 1.0% | +22,000+1.5% | Added | History |
| APOApollo Global Management, Inc. | COM | 1,012,500 | $77.8M | 0.9% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 213,890 | $74.4M | 0.9% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 252,781 | $72.5M | 0.9% | +10,500+4.3% | Added | History |
| CATCaterpillar Inc | Stock | 293,000 | $72.1M | 0.9% | +5,500+1.9% | Added | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 2,193,953 | $71.6M | 0.9% | −50.0% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 1,246,266 | $70.6M | 0.8% | +79,594+6.8% | Added | History |
| MSCIMSCI Inc. | Stock | 142,850 | $67.0M | 0.8% | 00.0% | Unchanged | History |
| NVRNVR Inc | COM | 10,519 | $66.8M | 0.8% | +255+2.5% | Added | History |
| GOOGLAlphabet Inc. | Stock | 550,000 | $65.8M | 0.8% | +17,000+3.2% | Added | History |
| SPGIS&P Global Inc. | Stock | 150,690 | $60.4M | 0.7% | 00.0% | Unchanged | History |
| ROLRollins Inc | COM | 1,356,275 | $58.1M | 0.7% | +35,000+2.6% | Added | History |
| BF.ABrown Forman Corp | CL A | 843,000 | $57.4M | 0.7% | 00.0% | Unchanged | History |
| ATVIActivision Blizzard, Inc. | COM | 650,600 | $54.8M | 0.7% | 00.0% | Unchanged | History |
| HEI.AHeico Corp | CL A | 379,644 | $53.4M | 0.6% | +9,000+2.4% | Added | History |
| SBUXStarbucks Corp | Stock | 532,318 | $52.7M | 0.6% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 229,500 | $52.0M | 0.6% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 274,300 | $51.2M | 0.6% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 154,900 | $51.0M | 0.6% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 159,400 | $49.2M | 0.6% | 00.0% | Unchanged | History |
| FDSFactset Research Systems Inc | Stock | 116,720 | $46.8M | 0.6% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 1,059,741 | $44.0M | 0.5% | +54,025+5.4% | Added | History |
| LINLinde PLC | Stock | 114,400 | $43.6M | 0.5% | +9,500+9.1% | Added | History |
| CGCarlyle Group Inc. | COM | 1,327,000 | $42.4M | 0.5% | 00.0% | Unchanged | History |
| WHRWhirlpool Corp | Stock | 282,049 | $42.0M | 0.5% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 368,900 | $40.7M | 0.5% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 314,000 | $35.2M | 0.4% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 228,550 | $33.2M | 0.4% | +12,000+5.5% | Added | History |
| FDXFedEx Corp | Stock | 133,000 | $33.0M | 0.4% | +13,000+10.8% | Added | History |
| AONAon plc | CL A | 93,050 | $32.1M | 0.4% | +6,500+7.5% | Added | History |
| BF.BBrown Forman Corp | Stock | 474,187 | $31.7M | 0.4% | 00.0% | Unchanged | History |
| ITICInvestors Title Co | COM | 213,300 | $31.1M | 0.4% | 00.0% | Unchanged | History |
| SRCLStericycle Inc | COM | 668,700 | $31.1M | 0.4% | −2,371−0.4% | Reduced | History |
| MMM3M Co | Stock | 293,750 | $29.4M | 0.4% | 00.0% | Unchanged | History |
| HGTYHagerty, Inc. | CL A COM | 3,000,000 | $28.1M | 0.3% | +3,000,000 | New | History |
| LPLALPL Financial Holdings Inc. | COM | 127,059 | $27.6M | 0.3% | +107,389+546.0% | Added | History |
| LMTLockheed Martin Corp | Stock | 56,363 | $25.9M | 0.3% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 94,172 | $25.0M | 0.3% | 00.0% | Unchanged | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 67,500 | $25.0M | 0.3% | +17,000+33.7% | Added | History |
| VRSKVerisk Analytics, Inc. | COM | 109,000 | $24.6M | 0.3% | +6,500+6.3% | Added | History |
| TSNTyson Foods, Inc. | Stock | 450,000 | $23.0M | 0.3% | +37,000+9.0% | Added | History |
| CVSCVS Health Corp | Stock | 332,000 | $23.0M | 0.3% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 224,000 | $21.9M | 0.3% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 39,150 | $21.1M | 0.3% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 87,850 | $20.7M | 0.2% | 00.0% | Unchanged | History |
| THGHanover Insurance Group, Inc. | COM | 158,000 | $17.9M | 0.2% | +20,000+14.5% | Added | History |
| PEPPepsiCo Inc | Stock | 96,210 | $17.8M | 0.2% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 342,000 | $17.7M | 0.2% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 85,778 | $17.6M | 0.2% | 00.0% | Unchanged | History |
| CABOCable One, Inc. | COM | 26,700 | $17.5M | 0.2% | 00.0% | Unchanged | History |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 522,000 | $17.1M | 0.2% | 00.0% | Unchanged | – |
| PAYXPaychex Inc | Stock | 150,000 | $16.8M | 0.2% | 00.0% | Unchanged | History |
| CCKCrown Holdings, Inc. | COM | 189,500 | $16.5M | 0.2% | +1,500+0.8% | Added | History |
| LBRDALiberty Broadband Corp | COM SER A | 205,250 | $16.4M | 0.2% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 365,250 | $16.3M | 0.2% | 00.0% | Unchanged | History |
| HXLHexcel Corp | COM | 189,000 | $14.4M | 0.2% | 00.0% | Unchanged | History |
| ALLAllstate Corp | Stock | 128,550 | $14.0M | 0.2% | 00.0% | Unchanged | History |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 426,000 | $14.0M | 0.2% | 00.0% | Unchanged | – |
| LBRDKLiberty Broadband Corp | COM SER C | 172,113 | $13.8M | 0.2% | 00.0% | Unchanged | History |
| CARRCarrier Global Corp | Stock | 235,000 | $11.7M | 0.1% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 114,500 | $11.2M | 0.1% | 00.0% | Unchanged | History |
| EAElectronic Arts Inc. | COM | 80,800 | $10.5M | 0.1% | 00.0% | Unchanged | History |
| SONYSony Group Corp | SPONSORED ADR | 114,996 | $10.4M | 0.1% | +9,875+9.4% | Added | History |
| CBRLCracker Barrel Old Country Store, Inc | COM | 111,000 | $10.3M | 0.1% | +1,000+0.9% | Added | History |
| SEICSEI Investments Co | COM | 173,200 | $10.3M | 0.1% | −416,000−70.6% | Reduced | History |
| OTISOtis Worldwide Corp | Stock | 114,620 | $10.2M | 0.1% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 51,910 | $10.1M | 0.1% | 00.0% | Unchanged | History |
| OIO-I Glass, Inc. | COM | 469,000 | $10.0M | 0.1% | +1000.0% | Added | History |
| SMGScotts Miracle-Gro Co | Stock | 149,735 | $9.39M | 0.1% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 204,450 | $8.73M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2023 (4)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| Hagerty Inc405166909 | COM CL A | 3,000,000 | $26.2M | 0.3% | – |
| ESABESAB Corp | COM | 348,356 | $20.6M | 0.3% | History |
| MRVLMarvell Technology, Inc. | COM | 160,000 | $6.93M | 0.1% | History |
| PYPLPayPal Holdings, Inc. | Stock | 59,877 | $4.55M | 0.1% | History |