Markel Group
SuperinvestorMarkel Group Inc.
- SEC CIK
- 0001096343
- Manager
- Tom Gayner
- Style
- Quality, Value
- Latest filing
- Jul 31, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 2, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 128
- −5 vs. Q3 2023
- Portfolio value
- $9.20B
- +$915.0M (+11.0%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FIXComfort Systems USA Inc | COM | 1,000 | $205.7K | <0.1% | +1,000 | New | History |
| ICEIntercontinental Exchange, Inc. | Stock | 5,120 | $657.6K | <0.1% | −27,957−84.5% | Reduced | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 11,000 | $710.8K | <0.1% | 00.0% | Unchanged | History |
| Hagerty, Inc.405166117 | *W EXP 99/99/999 | 540,000 | $891.0K | <0.1% | 00.0% | Unchanged | – |
| DNBDun & Bradstreet Holdings, Inc. | COM | 115,000 | $1.35M | <0.1% | 00.0% | Unchanged | History |
| CSGPCostar Group, Inc. | COM | 18,600 | $1.63M | <0.1% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 2,720 | $1.70M | <0.1% | 00.0% | Unchanged | History |
| IFFInternational Flavors & Fragrances Inc | COM | 23,000 | $1.86M | <0.1% | 00.0% | Unchanged | History |
| WTWWillis Towers Watson PLC | SHS | 8,627 | $2.08M | <0.1% | 00.0% | Unchanged | History |
| Brookfield Reins LtdG16250105 | CL A EXCH LT VTG | 60,101 | $2.43M | <0.1% | 00.0% | Unchanged | – |
| ITGartner Inc | COM | 5,700 | $2.57M | <0.1% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 45,000 | $2.77M | <0.1% | +24,000+114.3% | Added | History |
| WRBBerkley W R Corp | COM | 40,500 | $2.86M | <0.1% | 00.0% | Unchanged | History |
| BALLBALL Corp | COM | 51,000 | $2.93M | <0.1% | 00.0% | Unchanged | History |
| GPKGraphic Packaging Holding Co | COM | 121,601 | $3.00M | <0.1% | +121,601 | New | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $3.62M | <0.1% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 14,141 | $3.83M | <0.1% | +6,091+75.7% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 25,900 | $4.87M | 0.1% | 00.0% | Unchanged | History |
| URIUnited Rentals, Inc. | COM | 9,000 | $5.16M | 0.1% | +6,000+200.0% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 11,000 | $5.79M | 0.1% | +6,000+120.0% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 121,500 | $6.32M | 0.1% | −243,750−66.7% | Reduced | History |
| SONYSony Group Corp | SPONSORED ADR | 67,000 | $6.34M | 0.1% | 00.0% | Unchanged | History |
| LAMRLamar Advertising Co | REIT | 62,000 | $6.59M | 0.1% | +11,500+22.8% | Added | History |
| EMNEastman Chemical Co | Stock | 74,950 | $6.73M | 0.1% | +2,000+2.7% | Added | History |
| TRUTransUnion | COM | 101,050 | $6.94M | 0.1% | 00.0% | Unchanged | History |
| CHHChoice Hotels International Inc | COM | 61,500 | $6.97M | 0.1% | +28,500+86.4% | Added | History |
| FERGFerguson Enterprises Inc. | SHS | 38,500 | $7.43M | 0.1% | +32,500+541.7% | Added | History |
| OIO-I Glass, Inc. | COM | 469,100 | $7.68M | 0.1% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 102,750 | $8.00M | 0.1% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 110,500 | $8.48M | 0.1% | +26,500+31.5% | Added | History |
| CBRLCracker Barrel Old Country Store, Inc | COM | 111,000 | $8.56M | 0.1% | 00.0% | Unchanged | History |
| SMGScotts Miracle-Gro Co | Stock | 156,000 | $9.95M | 0.1% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 204,450 | $10.1M | 0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 114,620 | $10.3M | 0.1% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 19,600 | $10.4M | 0.1% | +6,000+44.1% | Added | History |
| PMPhilip Morris International Inc. | Stock | 114,500 | $10.8M | 0.1% | 00.0% | Unchanged | History |
| SEICSEI Investments Co | COM | 173,200 | $11.0M | 0.1% | 00.0% | Unchanged | History |
| EAElectronic Arts Inc. | COM | 80,800 | $11.1M | 0.1% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 51,910 | $11.2M | 0.1% | 00.0% | Unchanged | History |
| IQVIQVIA Holdings Inc. | Stock | 50,626 | $11.7M | 0.1% | +6,800+15.5% | Added | History |
| RNRRenaissancere Holdings Ltd | COM | 60,500 | $11.9M | 0.1% | +11,500+23.5% | Added | History |
| COFCapital One Financial Corp | Stock | 91,000 | $11.9M | 0.1% | +1,000+1.1% | Added | History |
| CECelanese Corp | Stock | 77,800 | $12.1M | 0.1% | +1,000+1.3% | Added | History |
| CARRCarrier Global Corp | Stock | 235,000 | $13.5M | 0.1% | 00.0% | Unchanged | History |
| HXLHexcel Corp | COM | 189,000 | $13.9M | 0.2% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 96,210 | $16.3M | 0.2% | 00.0% | Unchanged | History |
| TGTTarget Corp | Stock | 121,000 | $17.2M | 0.2% | +38,000+45.8% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 342,000 | $17.3M | 0.2% | 00.0% | Unchanged | History |
| CCKCrown Holdings, Inc. | COM | 189,500 | $17.5M | 0.2% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 150,000 | $17.9M | 0.2% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 224,000 | $18.8M | 0.2% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 85,778 | $21.1M | 0.2% | 00.0% | Unchanged | History |
| ALLAllstate Corp | Stock | 154,550 | $21.6M | 0.2% | +13,000+9.2% | Added | History |
| HGTYHagerty, Inc. | CL A COM | 3,000,000 | $23.4M | 0.3% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 97,850 | $24.2M | 0.3% | +10,000+11.4% | Added | History |
| CABOCable One, Inc. | COM | 44,200 | $24.6M | 0.3% | +6,500+17.2% | Added | History |
| LMTLockheed Martin Corp | Stock | 56,363 | $25.5M | 0.3% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 39,150 | $25.8M | 0.3% | 00.0% | Unchanged | History |
| THGHanover Insurance Group, Inc. | COM | 214,000 | $26.0M | 0.3% | +25,000+13.2% | Added | History |
| CVSCVS Health Corp | Stock | 332,000 | $26.2M | 0.3% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 474,187 | $27.1M | 0.3% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 120,700 | $28.8M | 0.3% | +6,000+5.2% | Added | History |
| SHWSherwin Williams Co | COM | 94,172 | $29.4M | 0.3% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 105,350 | $30.7M | 0.3% | +5,800+5.8% | Added | History |
| MMM3M Co | Stock | 293,750 | $32.1M | 0.3% | 00.0% | Unchanged | History |
| SRCLStericycle Inc | COM | 668,700 | $33.1M | 0.4% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 314,000 | $33.8M | 0.4% | 00.0% | Unchanged | History |
| WHRWhirlpool Corp | Stock | 282,049 | $34.3M | 0.4% | 00.0% | Unchanged | History |
| ITICInvestors Title Co | COM | 213,300 | $34.6M | 0.4% | 00.0% | Unchanged | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 91,000 | $36.9M | 0.4% | +11,500+14.5% | Added | History |
| TSNTyson Foods, Inc. | Stock | 697,500 | $37.5M | 0.4% | +120,000+20.8% | Added | History |
| FDXFedEx Corp | Stock | 156,500 | $39.6M | 0.4% | +11,500+7.9% | Added | History |
| NKENIKE, Inc. | Stock | 368,900 | $40.1M | 0.4% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 252,550 | $43.0M | 0.5% | +11,000+4.6% | Added | History |
| CMCSAComcast Corp | Stock | 1,060,741 | $46.5M | 0.5% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 154,900 | $48.1M | 0.5% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 843,000 | $50.2M | 0.5% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 532,318 | $51.1M | 0.6% | 00.0% | Unchanged | History |
| LINLinde PLC | Stock | 126,200 | $51.8M | 0.6% | +5,700+4.7% | Added | History |
| CGCarlyle Group Inc. | COM | 1,327,000 | $54.0M | 0.6% | 00.0% | Unchanged | History |
| HEI.AHeico Corp | CL A | 379,644 | $54.1M | 0.6% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 229,500 | $54.2M | 0.6% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 274,300 | $54.4M | 0.6% | 00.0% | Unchanged | History |
| FDSFactset Research Systems Inc | Stock | 116,720 | $55.7M | 0.6% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 159,400 | $55.9M | 0.6% | 00.0% | Unchanged | History |
| ROLRollins Inc | COM | 1,407,275 | $61.5M | 0.7% | +24,000+1.7% | Added | History |
| SPGIS&P Global Inc. | Stock | 150,690 | $66.4M | 0.7% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 555,000 | $77.5M | 0.8% | 00.0% | Unchanged | History |
| NVRNVR Inc | COM | 11,124 | $77.9M | 0.8% | +300+2.8% | Added | History |
| MSCIMSCI Inc. | Stock | 142,850 | $80.8M | 0.9% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 213,890 | $83.5M | 0.9% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 327,500 | $85.8M | 0.9% | 00.0% | Unchanged | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 2,193,953 | $88.1M | 1.0% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 207,540 | $88.5M | 1.0% | 00.0% | Unchanged | History |
| DGDollar General Corp | COM | 654,250 | $88.9M | 1.0% | +64,000+10.8% | Added | History |
| CATCaterpillar Inc | Stock | 303,100 | $89.6M | 1.0% | +4,000+1.3% | Added | History |
| AXPAmerican Express Co | Stock | 484,250 | $90.7M | 1.0% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 1,334,766 | $91.8M | 1.0% | +58,000+4.5% | Added | History |
| METAMeta Platforms, Inc. | Stock | 264,681 | $93.7M | 1.0% | +5,800+2.2% | Added | History |
| APOApollo Global Management, Inc. | COM | 1,012,500 | $94.4M | 1.0% | 00.0% | Unchanged | History |
Sold out since Q3 2023 (7)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| ATVIActivision Blizzard, Inc. | COM | 650,600 | $60.9M | 0.7% | History |
| LBRDALiberty Broadband Corp | COM SER A | 196,750 | $17.9M | 0.2% | History |
| LBRDKLiberty Broadband Corp | COM SER C | 149,859 | $13.7M | 0.2% | History |
| VNTVontier Corp | Stock | 110,853 | $3.43M | <0.1% | History |
| LLYVALiberty Live Holdings, Inc. | COM LBTY LIV S A | 98,000 | $3.13M | <0.1% | History |
| LBTYALiberty Global Ltd. | SHS CL A | 168,000 | $2.88M | <0.1% | History |
| LLYVKLiberty Live Holdings, Inc. | COM LBTY LIV S C | 80,000 | $2.57M | <0.1% | History |