Markel Group
SuperinvestorMarkel Group Inc.
- SEC CIK
- 0001096343
- Manager
- Tom Gayner
- Style
- Quality, Value
- Latest filing
- Jul 31, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 3, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 132
- +4 vs. Q4 2023
- Portfolio value
- $10.1B
- +$941.3M (+10.2%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $706.8M | 7.0% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $644.2M | 6.4% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,749,860 | $418.7M | 4.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 2,030,760 | $366.3M | 3.6% | 00.0% | Unchanged | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 8,715,741 | $364.9M | 3.6% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 920,000 | $352.9M | 3.5% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 823,800 | $338.4M | 3.3% | +26,000+3.3% | Added | History |
| VVisa Inc. | Stock | 999,285 | $278.9M | 2.8% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 2,150,000 | $276.1M | 2.7% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 2,031,665 | $248.6M | 2.5% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 566,250 | $244.6M | 2.4% | +9,500+1.7% | Added | History |
| ADIAnalog Devices Inc | Stock | 1,167,471 | $230.9M | 2.3% | +3,500+0.3% | Added | History |
| MSFTMicrosoft Corp | Stock | 502,830 | $211.6M | 2.1% | +4,350+0.9% | Added | History |
| AAPLApple Inc. | Stock | 1,227,190 | $210.4M | 2.1% | +1,300+0.1% | Added | History |
| DEODiageo PLC | SPON ADR NEW | 1,360,408 | $202.3M | 2.0% | +5,700+0.4% | Added | History |
| BLKBlackRock, Inc. | COM | 220,200 | $183.6M | 1.8% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 1,197,272 | $177.8M | 1.8% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 663,480 | $169.0M | 1.7% | +6,500+1.0% | Added | History |
| BXBlackstone Inc. | COM | 1,229,000 | $161.5M | 1.6% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 753,750 | $155.9M | 1.5% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 359,360 | $150.1M | 1.5% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 1,451,800 | $146.0M | 1.4% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 694,000 | $143.0M | 1.4% | +9,500+1.4% | Added | History |
| METAMeta Platforms, Inc. | Stock | 267,681 | $130.0M | 1.3% | +3,000+1.1% | Added | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $126.1M | 1.2% | 00.0% | Unchanged | History |
| LPLALPL Financial Holdings Inc. | COM | 454,291 | $120.0M | 1.2% | +27,905+6.5% | Added | History |
| APOApollo Global Management, Inc. | COM | 1,012,500 | $113.9M | 1.1% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 307,600 | $112.7M | 1.1% | +4,500+1.5% | Added | History |
| GDGeneral Dynamics Corp | Stock | 391,000 | $110.5M | 1.1% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 484,250 | $110.3M | 1.1% | 00.0% | Unchanged | History |
| DGDollar General Corp | COM | 675,250 | $105.4M | 1.0% | +21,000+3.2% | Added | History |
| MAMastercard Inc | Stock | 207,540 | $99.9M | 1.0% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 1,353,766 | $97.9M | 1.0% | +19,000+1.4% | Added | History |
| JNJJohnson & Johnson | Stock | 610,800 | $96.6M | 1.0% | 00.0% | Unchanged | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 2,193,953 | $92.2M | 0.9% | 00.0% | Unchanged | History |
| NVRNVR Inc | COM | 11,349 | $91.9M | 0.9% | +225+2.0% | Added | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,463,300 | $91.9M | 0.9% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 327,500 | $87.9M | 0.9% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 213,890 | $84.1M | 0.8% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 555,000 | $83.8M | 0.8% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 142,850 | $80.1M | 0.8% | 00.0% | Unchanged | History |
| ROLRollins Inc | COM | 1,426,275 | $66.0M | 0.7% | +19,000+1.4% | Added | History |
| SPGIS&P Global Inc. | Stock | 150,690 | $64.1M | 0.6% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 274,300 | $63.3M | 0.6% | 00.0% | Unchanged | History |
| CGCarlyle Group Inc. | COM | 1,327,000 | $62.2M | 0.6% | 00.0% | Unchanged | History |
| LINLinde PLC | Stock | 131,500 | $61.1M | 0.6% | +5,300+4.2% | Added | History |
| NSCNorfolk Southern Corp | Stock | 229,500 | $58.5M | 0.6% | 00.0% | Unchanged | History |
| HEI.AHeico Corp | CL A | 379,644 | $58.4M | 0.6% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 159,400 | $55.2M | 0.5% | 00.0% | Unchanged | History |
| FDSFactset Research Systems Inc | Stock | 116,720 | $53.0M | 0.5% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 252,550 | $50.6M | 0.5% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 541,318 | $49.5M | 0.5% | +9,000+1.7% | Added | History |
| FDXFedEx Corp | Stock | 168,000 | $48.7M | 0.5% | +11,500+7.3% | Added | History |
| CMCSAComcast Corp | Stock | 1,072,241 | $46.5M | 0.5% | +11,500+1.1% | Added | History |
| TSNTyson Foods, Inc. | Stock | 777,500 | $45.7M | 0.5% | +80,000+11.5% | Added | History |
| ROKRockwell Automation, Inc | Stock | 154,900 | $45.1M | 0.4% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 843,000 | $44.6M | 0.4% | 00.0% | Unchanged | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 195,000 | $42.8M | 0.4% | +13,000+7.1% | AddedConverted for a 2-for-1 split | History |
| TROWPrice T Rowe Group Inc | Stock | 314,000 | $38.3M | 0.4% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 110,050 | $36.7M | 0.4% | +4,700+4.5% | Added | History |
| NKENIKE, Inc. | Stock | 375,900 | $35.3M | 0.3% | +7,000+1.9% | Added | History |
| ITICInvestors Title Co | COM | 213,300 | $34.8M | 0.3% | 00.0% | Unchanged | History |
| WHRWhirlpool Corp | Stock | 282,049 | $33.7M | 0.3% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 94,172 | $32.7M | 0.3% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 293,750 | $31.2M | 0.3% | 00.0% | Unchanged | History |
| THGHanover Insurance Group, Inc. | COM | 227,000 | $30.9M | 0.3% | +13,000+6.1% | Added | History |
| VRSKVerisk Analytics, Inc. | COM | 127,200 | $30.0M | 0.3% | +6,500+5.4% | Added | History |
| COSTCostco Wholesale Corp | Stock | 39,150 | $28.7M | 0.3% | 00.0% | Unchanged | History |
| HGTYHagerty, Inc. | CL A COM | 3,000,000 | $27.4M | 0.3% | 00.0% | Unchanged | History |
| ALLAllstate Corp | Stock | 154,550 | $26.7M | 0.3% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 332,000 | $26.5M | 0.3% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 97,850 | $26.2M | 0.3% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 56,363 | $25.6M | 0.3% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 474,187 | $24.5M | 0.2% | 00.0% | Unchanged | History |
| TGTTarget Corp | Stock | 133,000 | $23.6M | 0.2% | +12,000+9.9% | Added | History |
| RTXRTX Corp | Stock | 224,000 | $21.8M | 0.2% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 85,778 | $21.1M | 0.2% | 00.0% | Unchanged | History |
| CABOCable One, Inc. | COM | 48,100 | $20.4M | 0.2% | +3,900+8.8% | Added | History |
| PAYXPaychex Inc | Stock | 150,000 | $18.4M | 0.2% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 342,000 | $17.1M | 0.2% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 96,210 | $16.8M | 0.2% | 00.0% | Unchanged | History |
| RNRRenaissancere Holdings Ltd | COM | 70,000 | $16.5M | 0.2% | +9,500+15.7% | Added | History |
| CCKCrown Holdings, Inc. | COM | 189,500 | $15.0M | 0.1% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 24,700 | $14.4M | 0.1% | +5,100+26.0% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 55,726 | $14.1M | 0.1% | +5,100+10.1% | Added | History |
| HXLHexcel Corp | COM | 189,000 | $13.8M | 0.1% | 00.0% | Unchanged | History |
| CARRCarrier Global Corp | Stock | 235,000 | $13.7M | 0.1% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 91,000 | $13.5M | 0.1% | 00.0% | Unchanged | History |
| CECelanese Corp | Stock | 77,800 | $13.4M | 0.1% | 00.0% | Unchanged | History |
| FERGFerguson Enterprises Inc. | SHS | 57,500 | $12.6M | 0.1% | +19,000+49.4% | Added | History |
| SMGScotts Miracle-Gro Co | Stock | 168,000 | $12.5M | 0.1% | +12,000+7.7% | Added | History |
| SEICSEI Investments Co | COM | 173,200 | $12.5M | 0.1% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 204,450 | $11.8M | 0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 114,620 | $11.4M | 0.1% | 00.0% | Unchanged | History |
| URIUnited Rentals, Inc. | COM | 15,500 | $11.2M | 0.1% | +6,500+72.2% | Added | History |
| KMXCarMax Inc | COM | 123,500 | $10.8M | 0.1% | +13,000+11.8% | Added | History |
| EAElectronic Arts Inc. | COM | 80,800 | $10.7M | 0.1% | 00.0% | Unchanged | History |
| CHHChoice Hotels International Inc | COM | 84,500 | $10.7M | 0.1% | +23,000+37.4% | Added | History |
| PMPhilip Morris International Inc. | Stock | 114,500 | $10.5M | 0.1% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 51,910 | $10.3M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.