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 |
|---|---|---|---|---|---|---|---|
| JNJJohnson & Johnson | Stock | 610,800 | $95.7M | 1.0% | 00.0% | Unchanged | History |
| LPLALPL Financial Holdings Inc. | COM | 426,386 | $97.1M | 1.1% | +125,122+41.5% | Added | History |
| GDGeneral Dynamics Corp | Stock | 391,000 | $101.5M | 1.1% | 00.0% | Unchanged | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,463,300 | $105.7M | 1.1% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 753,750 | $120.1M | 1.3% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 1,451,800 | $120.3M | 1.3% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $123.4M | 1.3% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 684,500 | $129.7M | 1.4% | +12,000+1.8% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 359,360 | $138.6M | 1.5% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 656,980 | $146.2M | 1.6% | +11,500+1.8% | Added | History |
| RLIRli Corp | COM | 1,197,272 | $159.4M | 1.7% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,229,000 | $160.9M | 1.7% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 220,200 | $178.8M | 1.9% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 2,031,665 | $183.4M | 2.0% | +2,000+0.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 498,480 | $187.4M | 2.0% | +6,000+1.2% | Added | History |
| DEODiageo PLC | SPON ADR NEW | 1,354,708 | $197.3M | 2.1% | +4,500+0.3% | Added | History |
| NVONovo Nordisk A S | ADR | 2,150,000 | $222.4M | 2.4% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 1,163,971 | $231.1M | 2.5% | +35,300+3.1% | Added | History |
| AAPLApple Inc. | Stock | 1,225,890 | $236.0M | 2.6% | +4,000+0.3% | Added | History |
| WSOWatsco Inc | COM | 556,750 | $238.6M | 2.6% | +11,000+2.0% | Added | History |
| VVisa Inc. | Stock | 999,285 | $260.2M | 2.8% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 2,030,760 | $308.6M | 3.4% | +5,800+0.3% | Added | History |
| HDHome Depot, Inc. | Stock | 920,000 | $318.8M | 3.5% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 797,800 | $319.0M | 3.5% | +39,000+5.1% | Added | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 8,715,741 | $349.7M | 3.8% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,749,860 | $387.5M | 4.2% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $546.4M | 5.9% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $604.5M | 6.6% | 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 |