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 |
|---|---|---|---|---|---|---|---|
| MAMastercard Inc | Stock | 207,540 | $99.9M | 1.0% | 00.0% | Unchanged | History |
| DGDollar General Corp | COM | 675,250 | $105.4M | 1.0% | +21,000+3.2% | Added | History |
| AXPAmerican Express Co | Stock | 484,250 | $110.3M | 1.1% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 391,000 | $110.5M | 1.1% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 307,600 | $112.7M | 1.1% | +4,500+1.5% | Added | History |
| APOApollo Global Management, Inc. | COM | 1,012,500 | $113.9M | 1.1% | 00.0% | Unchanged | History |
| LPLALPL Financial Holdings Inc. | COM | 454,291 | $120.0M | 1.2% | +27,905+6.5% | Added | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $126.1M | 1.2% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 267,681 | $130.0M | 1.3% | +3,000+1.1% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 694,000 | $143.0M | 1.4% | +9,500+1.4% | Added | History |
| KKRKKR & Co. Inc. | COM | 1,451,800 | $146.0M | 1.4% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 359,360 | $150.1M | 1.5% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 753,750 | $155.9M | 1.5% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,229,000 | $161.5M | 1.6% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 663,480 | $169.0M | 1.7% | +6,500+1.0% | Added | History |
| RLIRli Corp | COM | 1,197,272 | $177.8M | 1.8% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 220,200 | $183.6M | 1.8% | 00.0% | Unchanged | History |
| DEODiageo PLC | SPON ADR NEW | 1,360,408 | $202.3M | 2.0% | +5,700+0.4% | Added | History |
| AAPLApple Inc. | Stock | 1,227,190 | $210.4M | 2.1% | +1,300+0.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 502,830 | $211.6M | 2.1% | +4,350+0.9% | Added | History |
| ADIAnalog Devices Inc | Stock | 1,167,471 | $230.9M | 2.3% | +3,500+0.3% | Added | History |
| WSOWatsco Inc | COM | 566,250 | $244.6M | 2.4% | +9,500+1.7% | Added | History |
| DISWalt Disney Co | Stock | 2,031,665 | $248.6M | 2.5% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 2,150,000 | $276.1M | 2.7% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 999,285 | $278.9M | 2.8% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 823,800 | $338.4M | 3.3% | +26,000+3.3% | Added | History |
| HDHome Depot, Inc. | Stock | 920,000 | $352.9M | 3.5% | 00.0% | Unchanged | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 8,715,741 | $364.9M | 3.6% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 2,030,760 | $366.3M | 3.6% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,749,860 | $418.7M | 4.1% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $644.2M | 6.4% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $706.8M | 7.0% | 00.0% | Unchanged | History |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.