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 |
|---|---|---|---|---|---|---|---|
| COFCapital One Financial Corp | Stock | 77,000 | $8.42M | 0.1% | +31,000+67.4% | Added | History |
| TRUTransUnion | COM | 101,050 | $7.92M | 0.1% | 00.0% | Unchanged | History |
| CECelanese Corp | Stock | 65,300 | $7.56M | 0.1% | +2,500+4.0% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 31,826 | $7.15M | 0.1% | +17,167+117.1% | Added | History |
| TGTTarget Corp | Stock | 54,000 | $7.12M | 0.1% | +23,000+74.2% | Added | History |
| RNRRenaissancere Holdings Ltd | COM | 36,000 | $6.71M | 0.1% | +12,000+50.0% | Added | History |
| SHOPShopify Inc. | Stock | 102,750 | $6.64M | 0.1% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 69,000 | $5.78M | 0.1% | +13,000+23.2% | Added | History |
| EMNEastman Chemical Co | Stock | 59,950 | $5.02M | 0.1% | +10,000+20.0% | Added | History |
| HCSGHealthcare Services Group Inc | COM | 308,000 | $4.60M | 0.1% | −200,000−39.4% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 8,200 | $4.28M | 0.1% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 25,900 | $4.16M | <0.1% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 33,077 | $3.74M | <0.1% | 00.0% | Unchanged | History |
| VNTVontier Corp | Stock | 110,853 | $3.57M | <0.1% | 00.0% | Unchanged | History |
| LAMRLamar Advertising Co | REIT | 34,500 | $3.42M | <0.1% | +26,000+305.9% | Added | History |
| LBTYALiberty Global Ltd. | SHS CL A | 179,000 | $3.02M | <0.1% | 00.0% | Unchanged | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $2.97M | <0.1% | 00.0% | Unchanged | History |
| BALLBALL Corp | COM | 51,000 | $2.97M | <0.1% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 40,500 | $2.41M | <0.1% | 00.0% | Unchanged | History |
| Brookfield Reins LtdG16250105 | CL A EXCH LT VTG | 60,101 | $2.04M | <0.1% | 00.0% | Unchanged | – |
| WTWWillis Towers Watson PLC | SHS | 8,627 | $2.03M | <0.1% | 00.0% | Unchanged | History |
| ITGartner Inc | COM | 5,700 | $2.00M | <0.1% | 00.0% | Unchanged | History |
| IFFInternational Flavors & Fragrances Inc | COM | 23,000 | $1.83M | <0.1% | 00.0% | Unchanged | History |
| CSGPCostar Group, Inc. | COM | 18,600 | $1.66M | <0.1% | 00.0% | Unchanged | History |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 60,064 | $1.53M | <0.1% | 00.0% | Unchanged | History |
| DNBDun & Bradstreet Holdings, Inc. | COM | 115,000 | $1.33M | <0.1% | +35,000+43.8% | Added | History |
| Hagerty, Inc.405166117 | *W EXP 99/99/999 | 540,000 | $1.27M | <0.1% | 00.0% | Unchanged | – |
| INTUIntuit Inc. | Stock | 2,720 | $1.25M | <0.1% | 00.0% | Unchanged | History |
| CHHChoice Hotels International Inc | COM | 5,000 | $587.6K | <0.1% | +5,000 | New | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 9,000 | $510.5K | <0.1% | +9,000 | New | History |
| UBERUber Technologies, Inc | Stock | 7,000 | $302.2K | <0.1% | +7,000 | New | 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 |