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 |
|---|---|---|---|---|---|---|---|
| OIO-I Glass, Inc. | COM | 469,100 | $7.68M | 0.1% | 00.0% | Unchanged | History |
| FERGFerguson Enterprises Inc. | SHS | 38,500 | $7.43M | 0.1% | +32,500+541.7% | Added | History |
| CHHChoice Hotels International Inc | COM | 61,500 | $6.97M | 0.1% | +28,500+86.4% | Added | History |
| TRUTransUnion | COM | 101,050 | $6.94M | 0.1% | 00.0% | Unchanged | History |
| EMNEastman Chemical Co | Stock | 74,950 | $6.73M | 0.1% | +2,000+2.7% | Added | History |
| LAMRLamar Advertising Co | REIT | 62,000 | $6.59M | 0.1% | +11,500+22.8% | Added | History |
| SONYSony Group Corp | SPONSORED ADR | 67,000 | $6.34M | 0.1% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 121,500 | $6.32M | 0.1% | −243,750−66.7% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 11,000 | $5.79M | 0.1% | +6,000+120.0% | Added | History |
| URIUnited Rentals, Inc. | COM | 9,000 | $5.16M | 0.1% | +6,000+200.0% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 25,900 | $4.87M | 0.1% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 14,141 | $3.83M | <0.1% | +6,091+75.7% | Added | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $3.62M | <0.1% | 00.0% | Unchanged | History |
| GPKGraphic Packaging Holding Co | COM | 121,601 | $3.00M | <0.1% | +121,601 | New | History |
| BALLBALL Corp | COM | 51,000 | $2.93M | <0.1% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 40,500 | $2.86M | <0.1% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 45,000 | $2.77M | <0.1% | +24,000+114.3% | Added | History |
| ITGartner Inc | COM | 5,700 | $2.57M | <0.1% | 00.0% | Unchanged | History |
| Brookfield Reins LtdG16250105 | CL A EXCH LT VTG | 60,101 | $2.43M | <0.1% | 00.0% | Unchanged | – |
| WTWWillis Towers Watson PLC | SHS | 8,627 | $2.08M | <0.1% | 00.0% | Unchanged | History |
| IFFInternational Flavors & Fragrances Inc | COM | 23,000 | $1.86M | <0.1% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 2,720 | $1.70M | <0.1% | 00.0% | Unchanged | History |
| CSGPCostar Group, Inc. | COM | 18,600 | $1.63M | <0.1% | 00.0% | Unchanged | History |
| DNBDun & Bradstreet Holdings, Inc. | COM | 115,000 | $1.35M | <0.1% | 00.0% | Unchanged | History |
| Hagerty, Inc.405166117 | *W EXP 99/99/999 | 540,000 | $891.0K | <0.1% | 00.0% | Unchanged | – |
| BUDAnheuser-Busch InBev SA/NV | ADR | 11,000 | $710.8K | <0.1% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 5,120 | $657.6K | <0.1% | −27,957−84.5% | Reduced | History |
| FIXComfort Systems USA Inc | COM | 1,000 | $205.7K | <0.1% | +1,000 | New | 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 |