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Livermore
Livermore
ZHEN

Markel Group

Superinvestor

Markel 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.

Institution overview
Positions
132
+4 vs. Q4 2023
Portfolio value
$10.1B
+$941.3M (+10.2%) vs. Q4 2023
Filed
May 3, 2024
SEC
Holdings of Markel Group in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
BUDAnheuser-Busch InBev SA/NVADR11,000$668.6K<0.1%00.0%UnchangedHistory
ICEIntercontinental Exchange, Inc.Stock5,120$703.6K<0.1%00.0%UnchangedHistory
Hagerty, Inc.405166117*W EXP 99/99/999540,000$1.05M<0.1%00.0%Unchanged–
DNBDun & Bradstreet Holdings, Inc.COM115,000$1.15M<0.1%00.0%UnchangedHistory
INTUIntuit Inc.Stock2,720$1.77M<0.1%00.0%UnchangedHistory
CSGPCostar Group, Inc.COM18,600$1.80M<0.1%00.0%UnchangedHistory
HSYHershey CoCOM9,500$1.85M<0.1%+9,500NewHistory
NSPInsperity, Inc.COM16,876$1.85M<0.1%+16,876NewHistory
SRCLStericycle IncCOM38,000$2.00M<0.1%−630,700−94.3%ReducedHistory
YUMYum Brands IncStock16,152$2.24M<0.1%+16,152NewHistory
MARMarriott International IncStock9,000$2.27M<0.1%+9,000NewHistory
WTWWillis Towers Watson PLCSHS8,627$2.37M<0.1%00.0%UnchangedHistory
Brookfield Reins LtdG16250105CL A EXCH LT VTG60,101$2.51M<0.1%00.0%Unchanged–
ITGartner IncCOM5,700$2.72M<0.1%00.0%UnchangedHistory
BALLBALL CorpCOM51,000$3.44M<0.1%00.0%UnchangedHistory
WRBBerkley W R CorpCOM40,500$3.58M<0.1%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock15,000$3.63M<0.1%+15,000NewHistory
GHCGraham Holdings CoCOM CL B5,200$3.99M<0.1%00.0%UnchangedHistory
FIXComfort Systems USA IncCOM13,000$4.13M<0.1%+12,000+1,200.0%AddedHistory
UBERUber Technologies, IncStock58,000$4.47M<0.1%+13,000+28.9%AddedHistory
SONYSony Group CorpSPONSORED ADR67,000$5.74M0.1%00.0%UnchangedHistory
SPOTSpotify Technology S.A.Stock25,900$6.84M0.1%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock121,500$7.00M0.1%00.0%UnchangedHistory
GPKGraphic Packaging Holding CoCOM240,824$7.03M0.1%+119,223+98.0%AddedHistory
HCAHCA Healthcare, Inc.COM21,432$7.15M0.1%+7,291+51.6%AddedHistory
EMNEastman Chemical CoStock74,950$7.51M0.1%00.0%UnchangedHistory
SHOPShopify Inc.Stock102,750$7.93M0.1%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock16,100$7.96M0.1%+5,100+46.4%AddedHistory
TRUTransUnionCOM101,050$8.06M0.1%00.0%UnchangedHistory
CBRLCracker Barrel Old Country Store, IncCOM111,000$8.07M0.1%00.0%UnchangedHistory
OIO-I Glass, Inc.COM539,100$8.94M0.1%+70,000+14.9%AddedHistory
LAMRLamar Advertising CoREIT77,000$9.19M0.1%+15,000+24.2%AddedHistory
AMTAmerican Tower CorpREIT51,910$10.3M0.1%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock114,500$10.5M0.1%00.0%UnchangedHistory
CHHChoice Hotels International IncCOM84,500$10.7M0.1%+23,000+37.4%AddedHistory
EAElectronic Arts Inc.COM80,800$10.7M0.1%00.0%UnchangedHistory
KMXCarMax IncCOM123,500$10.8M0.1%+13,000+11.8%AddedHistory
URIUnited Rentals, Inc.COM15,500$11.2M0.1%+6,500+72.2%AddedHistory
OTISOtis Worldwide CorpStock114,620$11.4M0.1%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock204,450$11.8M0.1%00.0%UnchangedHistory
SEICSEI Investments CoCOM173,200$12.5M0.1%00.0%UnchangedHistory
SMGScotts Miracle-Gro CoStock168,000$12.5M0.1%+12,000+7.7%AddedHistory
FERGFerguson Enterprises Inc.SHS57,500$12.6M0.1%+19,000+49.4%AddedHistory
CECelanese CorpStock77,800$13.4M0.1%00.0%UnchangedHistory
COFCapital One Financial CorpStock91,000$13.5M0.1%00.0%UnchangedHistory
CARRCarrier Global CorpStock235,000$13.7M0.1%00.0%UnchangedHistory
HXLHexcel CorpCOM189,000$13.8M0.1%00.0%UnchangedHistory
IQVIQVIA Holdings Inc.Stock55,726$14.1M0.1%+5,100+10.1%AddedHistory
TMOThermo Fisher Scientific Inc.Stock24,700$14.4M0.1%+5,100+26.0%AddedHistory
CCKCrown Holdings, Inc.COM189,500$15.0M0.1%00.0%UnchangedHistory
RNRRenaissancere Holdings LtdCOM70,000$16.5M0.2%+9,500+15.7%AddedHistory
PEPPepsiCo IncStock96,210$16.8M0.2%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock342,000$17.1M0.2%00.0%UnchangedHistory
PAYXPaychex IncStock150,000$18.4M0.2%00.0%UnchangedHistory
CABOCable One, Inc.COM48,100$20.4M0.2%+3,900+8.8%AddedHistory
UNPUnion Pacific CorpStock85,778$21.1M0.2%00.0%UnchangedHistory
RTXRTX CorpStock224,000$21.8M0.2%00.0%UnchangedHistory
TGTTarget CorpStock133,000$23.6M0.2%+12,000+9.9%AddedHistory
BF.BBrown Forman CorpStock474,187$24.5M0.2%00.0%UnchangedHistory
LMTLockheed Martin CorpStock56,363$25.6M0.3%00.0%UnchangedHistory
EFXEquifax IncCOM97,850$26.2M0.3%00.0%UnchangedHistory
CVSCVS Health CorpStock332,000$26.5M0.3%00.0%UnchangedHistory
ALLAllstate CorpStock154,550$26.7M0.3%00.0%UnchangedHistory
HGTYHagerty, Inc.CL A COM3,000,000$27.4M0.3%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock39,150$28.7M0.3%00.0%UnchangedHistory
VRSKVerisk Analytics, Inc.COM127,200$30.0M0.3%+6,500+5.4%AddedHistory
THGHanover Insurance Group, Inc.COM227,000$30.9M0.3%+13,000+6.1%AddedHistory
MMM3M CoStock293,750$31.2M0.3%00.0%UnchangedHistory
SHWSherwin Williams CoCOM94,172$32.7M0.3%00.0%UnchangedHistory
WHRWhirlpool CorpStock282,049$33.7M0.3%00.0%UnchangedHistory
ITICInvestors Title CoCOM213,300$34.8M0.3%00.0%UnchangedHistory
NKENIKE, Inc.Stock375,900$35.3M0.3%+7,000+1.9%AddedHistory
AONAon plcCL A110,050$36.7M0.4%+4,700+4.5%AddedHistory
TROWPrice T Rowe Group IncStock314,000$38.3M0.4%00.0%UnchangedHistory
ODFLOld Dominion Freight Line, Inc.COM195,000$42.8M0.4%+13,000+7.1%AddedConverted for a 2-for-1 splitHistory
BF.ABrown Forman CorpCL A843,000$44.6M0.4%00.0%UnchangedHistory
ROKRockwell Automation, IncStock154,900$45.1M0.4%00.0%UnchangedHistory
TSNTyson Foods, Inc.Stock777,500$45.7M0.5%+80,000+11.5%AddedHistory
CMCSAComcast CorpStock1,072,241$46.5M0.5%+11,500+1.1%AddedHistory
FDXFedEx CorpStock168,000$48.7M0.5%+11,500+7.3%AddedHistory
SBUXStarbucks CorpStock541,318$49.5M0.5%+9,000+1.7%AddedHistory
JPMJPMorgan Chase & CoStock252,550$50.6M0.5%00.0%UnchangedHistory
FDSFactset Research Systems IncStock116,720$53.0M0.5%00.0%UnchangedHistory
ACNAccenture plcStock159,400$55.2M0.5%00.0%UnchangedHistory
HEI.AHeico CorpCL A379,644$58.4M0.6%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock229,500$58.5M0.6%00.0%UnchangedHistory
LINLinde PLCStock131,500$61.1M0.6%+5,300+4.2%AddedHistory
CGCarlyle Group Inc.COM1,327,000$62.2M0.6%00.0%UnchangedHistory
ECLEcolab Inc.Stock274,300$63.3M0.6%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock150,690$64.1M0.6%00.0%UnchangedHistory
ROLRollins IncCOM1,426,275$66.0M0.7%+19,000+1.4%AddedHistory
MSCIMSCI Inc.Stock142,850$80.1M0.8%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock555,000$83.8M0.8%00.0%UnchangedHistory
MCOMoodys CorpStock213,890$84.1M0.8%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock327,500$87.9M0.9%00.0%UnchangedHistory
ADMArcher-Daniels-Midland CoStock1,463,300$91.9M0.9%00.0%UnchangedHistory
NVRNVR IncCOM11,349$91.9M0.9%+225+2.0%AddedHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS2,193,953$92.2M0.9%00.0%UnchangedHistory
JNJJohnson & JohnsonStock610,800$96.6M1.0%00.0%UnchangedHistory
SCHWSchwab Charles CorpStock1,353,766$97.9M1.0%+19,000+1.4%AddedHistory

Sold out since Q4 2023 (1)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Markel Group sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
IFFInternational Flavors & Fragrances IncCOM23,000$1.86M<0.1%History