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 |
|---|---|---|---|---|---|---|---|
| KKRKKR & Co. Inc. | COM | 1,449,023 | $81.1M | 1.0% | +22,000+1.5% | Added | History |
| MAMastercard Inc | Stock | 207,540 | $81.6M | 1.0% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 327,500 | $81.9M | 1.0% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 391,000 | $84.1M | 1.0% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 484,250 | $84.4M | 1.0% | 00.0% | Unchanged | History |
| DGDollar General Corp | COM | 509,250 | $86.5M | 1.0% | +230,000+82.4% | Added | History |
| PGRProgressive Corp | Stock | 753,750 | $99.8M | 1.2% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 610,800 | $101.1M | 1.2% | 00.0% | Unchanged | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,463,300 | $110.6M | 1.3% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,229,000 | $114.3M | 1.4% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 359,360 | $115.9M | 1.4% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 659,500 | $124.0M | 1.5% | +9,000+1.4% | Added | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $130.3M | 1.6% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 632,480 | $142.8M | 1.7% | +13,000+2.1% | Added | History |
| BLKBlackRock, Inc. | COM | 220,200 | $152.2M | 1.8% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 1,197,272 | $163.4M | 1.9% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 485,980 | $165.5M | 2.0% | +6,000+1.3% | Added | History |
| NVONovo Nordisk A S | ADR | 1,075,000 | $174.0M | 2.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 2,020,665 | $180.4M | 2.1% | +2,000+0.1% | Added | History |
| WSOWatsco Inc | COM | 539,250 | $205.7M | 2.4% | +10,500+2.0% | Added | History |
| ADIAnalog Devices Inc | Stock | 1,122,571 | $218.7M | 2.6% | +6,500+0.6% | Added | History |
| DEODiageo PLC | SPON ADR NEW | 1,350,208 | $234.2M | 2.8% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 989,270 | $234.9M | 2.8% | +24,950+2.6% | Added | History |
| AAPLApple Inc. | Stock | 1,215,990 | $235.9M | 2.8% | +9,000+0.7% | Added | History |
| AMZNAmazon Com Inc | Stock | 2,018,860 | $263.2M | 3.1% | +9,500+0.5% | Added | History |
| HDHome Depot, Inc. | Stock | 920,000 | $285.8M | 3.4% | 00.0% | Unchanged | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 8,715,741 | $293.3M | 3.5% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 755,800 | $306.2M | 3.6% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,749,860 | $332.7M | 4.0% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $522.4M | 6.2% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $576.8M | 6.9% | 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 |