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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 Q2 2023

Holdings as of Jun 30, 2023, filed Aug 4, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
131
0 vs. Q1 2023
Portfolio value
$8.40B
+$538.8M (+6.9%) vs. Q1 2023
Filed
Aug 4, 2023
SEC
Holdings of Markel Group in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
UBERUber Technologies, IncStock7,000$302.2K<0.1%+7,000NewHistory
BUDAnheuser-Busch InBev SA/NVADR9,000$510.5K<0.1%+9,000NewHistory
CHHChoice Hotels International IncCOM5,000$587.6K<0.1%+5,000NewHistory
INTUIntuit Inc.Stock2,720$1.25M<0.1%00.0%UnchangedHistory
Hagerty, Inc.405166117*W EXP 99/99/999540,000$1.27M<0.1%00.0%Unchanged–
DNBDun & Bradstreet Holdings, Inc.COM115,000$1.33M<0.1%+35,000+43.8%AddedHistory
SKWDSkyward Specialty Insurance Group, Inc.COM60,064$1.53M<0.1%00.0%UnchangedHistory
CSGPCostar Group, Inc.COM18,600$1.66M<0.1%00.0%UnchangedHistory
IFFInternational Flavors & Fragrances IncCOM23,000$1.83M<0.1%00.0%UnchangedHistory
ITGartner IncCOM5,700$2.00M<0.1%00.0%UnchangedHistory
WTWWillis Towers Watson PLCSHS8,627$2.03M<0.1%00.0%UnchangedHistory
Brookfield Reins LtdG16250105CL A EXCH LT VTG60,101$2.04M<0.1%00.0%Unchanged–
WRBBerkley W R CorpCOM40,500$2.41M<0.1%00.0%UnchangedHistory
BALLBALL CorpCOM51,000$2.97M<0.1%00.0%UnchangedHistory
GHCGraham Holdings CoCOM CL B5,200$2.97M<0.1%00.0%UnchangedHistory
LBTYALiberty Global Ltd.SHS CL A179,000$3.02M<0.1%00.0%UnchangedHistory
LAMRLamar Advertising CoREIT34,500$3.42M<0.1%+26,000+305.9%AddedHistory
VNTVontier CorpStock110,853$3.57M<0.1%00.0%UnchangedHistory
ICEIntercontinental Exchange, Inc.Stock33,077$3.74M<0.1%00.0%UnchangedHistory
SPOTSpotify Technology S.A.Stock25,900$4.16M<0.1%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock8,200$4.28M0.1%00.0%UnchangedHistory
HCSGHealthcare Services Group IncCOM308,000$4.60M0.1%−200,000−39.4%ReducedHistory
EMNEastman Chemical CoStock59,950$5.02M0.1%+10,000+20.0%AddedHistory
KMXCarMax IncCOM69,000$5.78M0.1%+13,000+23.2%AddedHistory
SHOPShopify Inc.Stock102,750$6.64M0.1%00.0%UnchangedHistory
RNRRenaissancere Holdings LtdCOM36,000$6.71M0.1%+12,000+50.0%AddedHistory
TGTTarget CorpStock54,000$7.12M0.1%+23,000+74.2%AddedHistory
IQVIQVIA Holdings Inc.Stock31,826$7.15M0.1%+17,167+117.1%AddedHistory
CECelanese CorpStock65,300$7.56M0.1%+2,500+4.0%AddedHistory
TRUTransUnionCOM101,050$7.92M0.1%00.0%UnchangedHistory
COFCapital One Financial CorpStock77,000$8.42M0.1%+31,000+67.4%AddedHistory
WFCWells Fargo & CompanyStock204,450$8.73M0.1%00.0%UnchangedHistory
SMGScotts Miracle-Gro CoStock149,735$9.39M0.1%00.0%UnchangedHistory
OIO-I Glass, Inc.COM469,000$10.0M0.1%+1000.0%AddedHistory
AMTAmerican Tower CorpREIT51,910$10.1M0.1%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock114,620$10.2M0.1%00.0%UnchangedHistory
SEICSEI Investments CoCOM173,200$10.3M0.1%−416,000−70.6%ReducedHistory
CBRLCracker Barrel Old Country Store, IncCOM111,000$10.3M0.1%+1,000+0.9%AddedHistory
SONYSony Group CorpSPONSORED ADR114,996$10.4M0.1%+9,875+9.4%AddedHistory
EAElectronic Arts Inc.COM80,800$10.5M0.1%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock114,500$11.2M0.1%00.0%UnchangedHistory
CARRCarrier Global CorpStock235,000$11.7M0.1%00.0%UnchangedHistory
LBRDKLiberty Broadband CorpCOM SER C172,113$13.8M0.2%00.0%UnchangedHistory
Liberty Media Corp531229409COM A SIRIUSXM426,000$14.0M0.2%00.0%Unchanged–
ALLAllstate CorpStock128,550$14.0M0.2%00.0%UnchangedHistory
HXLHexcel CorpCOM189,000$14.4M0.2%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock365,250$16.3M0.2%00.0%UnchangedHistory
LBRDALiberty Broadband CorpCOM SER A205,250$16.4M0.2%00.0%UnchangedHistory
CCKCrown Holdings, Inc.COM189,500$16.5M0.2%+1,500+0.8%AddedHistory
PAYXPaychex IncStock150,000$16.8M0.2%00.0%UnchangedHistory
Liberty Media Corp Del531229607COM C SIRIUSXM522,000$17.1M0.2%00.0%Unchanged–
CABOCable One, Inc.COM26,700$17.5M0.2%00.0%UnchangedHistory
UNPUnion Pacific CorpStock85,778$17.6M0.2%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock342,000$17.7M0.2%00.0%UnchangedHistory
PEPPepsiCo IncStock96,210$17.8M0.2%00.0%UnchangedHistory
THGHanover Insurance Group, Inc.COM158,000$17.9M0.2%+20,000+14.5%AddedHistory
EFXEquifax IncCOM87,850$20.7M0.2%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock39,150$21.1M0.3%00.0%UnchangedHistory
RTXRTX CorpStock224,000$21.9M0.3%00.0%UnchangedHistory
CVSCVS Health CorpStock332,000$23.0M0.3%00.0%UnchangedHistory
TSNTyson Foods, Inc.Stock450,000$23.0M0.3%+37,000+9.0%AddedHistory
VRSKVerisk Analytics, Inc.COM109,000$24.6M0.3%+6,500+6.3%AddedHistory
ODFLOld Dominion Freight Line, Inc.COM67,500$25.0M0.3%+17,000+33.7%AddedHistory
SHWSherwin Williams CoCOM94,172$25.0M0.3%00.0%UnchangedHistory
LMTLockheed Martin CorpStock56,363$25.9M0.3%00.0%UnchangedHistory
LPLALPL Financial Holdings Inc.COM127,059$27.6M0.3%+107,389+546.0%AddedHistory
HGTYHagerty, Inc.CL A COM3,000,000$28.1M0.3%+3,000,000NewHistory
MMM3M CoStock293,750$29.4M0.4%00.0%UnchangedHistory
SRCLStericycle IncCOM668,700$31.1M0.4%−2,371−0.4%ReducedHistory
ITICInvestors Title CoCOM213,300$31.1M0.4%00.0%UnchangedHistory
BF.BBrown Forman CorpStock474,187$31.7M0.4%00.0%UnchangedHistory
AONAon plcCL A93,050$32.1M0.4%+6,500+7.5%AddedHistory
FDXFedEx CorpStock133,000$33.0M0.4%+13,000+10.8%AddedHistory
JPMJPMorgan Chase & CoStock228,550$33.2M0.4%+12,000+5.5%AddedHistory
TROWPrice T Rowe Group IncStock314,000$35.2M0.4%00.0%UnchangedHistory
NKENIKE, Inc.Stock368,900$40.7M0.5%00.0%UnchangedHistory
WHRWhirlpool CorpStock282,049$42.0M0.5%00.0%UnchangedHistory
CGCarlyle Group Inc.COM1,327,000$42.4M0.5%00.0%UnchangedHistory
LINLinde PLCStock114,400$43.6M0.5%+9,500+9.1%AddedHistory
CMCSAComcast CorpStock1,059,741$44.0M0.5%+54,025+5.4%AddedHistory
FDSFactset Research Systems IncStock116,720$46.8M0.6%00.0%UnchangedHistory
ACNAccenture plcStock159,400$49.2M0.6%00.0%UnchangedHistory
ROKRockwell Automation, IncStock154,900$51.0M0.6%00.0%UnchangedHistory
ECLEcolab Inc.Stock274,300$51.2M0.6%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock229,500$52.0M0.6%00.0%UnchangedHistory
SBUXStarbucks CorpStock532,318$52.7M0.6%00.0%UnchangedHistory
HEI.AHeico CorpCL A379,644$53.4M0.6%+9,000+2.4%AddedHistory
ATVIActivision Blizzard, Inc.COM650,600$54.8M0.7%00.0%UnchangedHistory
BF.ABrown Forman CorpCL A843,000$57.4M0.7%00.0%UnchangedHistory
ROLRollins IncCOM1,356,275$58.1M0.7%+35,000+2.6%AddedHistory
SPGIS&P Global Inc.Stock150,690$60.4M0.7%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock550,000$65.8M0.8%+17,000+3.2%AddedHistory
NVRNVR IncCOM10,519$66.8M0.8%+255+2.5%AddedHistory
MSCIMSCI Inc.Stock142,850$67.0M0.8%00.0%UnchangedHistory
SCHWSchwab Charles CorpStock1,246,266$70.6M0.8%+79,594+6.8%AddedHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS2,193,953$71.6M0.9%−50.0%ReducedHistory
CATCaterpillar IncStock293,000$72.1M0.9%+5,500+1.9%AddedHistory
METAMeta Platforms, Inc.Stock252,781$72.5M0.9%+10,500+4.3%AddedHistory
MCOMoodys CorpStock213,890$74.4M0.9%00.0%UnchangedHistory
APOApollo Global Management, Inc.COM1,012,500$77.8M0.9%00.0%UnchangedHistory

Sold out since Q1 2023 (4)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Markel Group sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
Hagerty Inc405166909COM CL A3,000,000$26.2M0.3%–
ESABESAB CorpCOM348,356$20.6M0.3%History
MRVLMarvell Technology, Inc.COM160,000$6.93M0.1%History
PYPLPayPal Holdings, Inc.Stock59,877$4.55M0.1%History