Markel Group
SuperinvestorMarkel Group Inc.
- SEC CIK
- 0001096343
- Manager
- Tom Gayner
- Style
- Quality, Value
- Latest filing
- Jul 31, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 3, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 133
- +2 vs. Q2 2023
- Portfolio value
- $8.28B
- −$115.1M (−1.4%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSCIMSCI Inc. | Stock | 142,850 | $73.3M | 0.9% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 327,500 | $75.4M | 0.9% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 258,881 | $77.7M | 0.9% | +6,100+2.4% | Added | History |
| CATCaterpillar Inc | Stock | 299,100 | $81.7M | 1.0% | +6,100+2.1% | Added | History |
| MAMastercard Inc | Stock | 207,540 | $82.2M | 1.0% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 391,000 | $86.4M | 1.0% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 1,451,800 | $89.4M | 1.1% | +2,777+0.2% | Added | History |
| APOApollo Global Management, Inc. | COM | 1,012,500 | $90.9M | 1.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 610,800 | $95.1M | 1.1% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 753,750 | $105.0M | 1.3% | 00.0% | Unchanged | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,463,300 | $110.4M | 1.3% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $115.1M | 1.4% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 359,360 | $116.3M | 1.4% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 672,500 | $128.0M | 1.5% | +13,000+2.0% | Added | History |
| BXBlackstone Inc. | COM | 1,229,000 | $131.7M | 1.6% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 645,480 | $134.2M | 1.6% | +13,000+2.1% | Added | History |
| BLKBlackRock, Inc. | COM | 220,200 | $142.4M | 1.7% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 492,480 | $155.5M | 1.9% | +6,500+1.3% | Added | History |
| RLIRli Corp | COM | 1,197,272 | $162.7M | 2.0% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 2,029,665 | $164.5M | 2.0% | +9,000+0.4% | Added | History |
| NVONovo Nordisk A S | ADR | 2,150,000 | $195.5M | 2.4% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| ADIAnalog Devices Inc | Stock | 1,128,671 | $197.6M | 2.4% | +6,100+0.5% | Added | History |
| DEODiageo PLC | SPON ADR NEW | 1,350,208 | $201.4M | 2.4% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 545,750 | $206.1M | 2.5% | +6,500+1.2% | Added | History |
| AAPLApple Inc. | Stock | 1,221,890 | $209.2M | 2.5% | +5,900+0.5% | Added | History |
| VVisa Inc. | Stock | 999,285 | $229.8M | 2.8% | +10,015+1.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 2,024,960 | $257.4M | 3.1% | +6,100+0.3% | Added | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 8,715,741 | $272.5M | 3.3% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 920,000 | $278.0M | 3.4% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 758,800 | $286.4M | 3.5% | +3,000+0.4% | Added | History |
| GOOGAlphabet Inc. | Stock | 2,749,860 | $362.6M | 4.4% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $536.6M | 6.5% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $592.1M | 7.1% | 00.0% | Unchanged | History |
Sold out since Q2 2023 (4)
Positions held at the end of Q2 2023 that are gone from this filing.
| Security | Class | Shares in Q2 2023 | Value in Q2 2023 | % of portfolio in Q2 2023 | History |
|---|---|---|---|---|---|
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 522,000 | $17.1M | 0.2% | – |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 426,000 | $14.0M | 0.2% | – |
| HCSGHealthcare Services Group Inc | COM | 308,000 | $4.60M | 0.1% | History |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 60,064 | $1.53M | <0.1% | History |