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 |
|---|---|---|---|---|---|---|---|
| LAMRLamar Advertising Co | REIT | 77,000 | $9.19M | 0.1% | +15,000+24.2% | Added | History |
| OIO-I Glass, Inc. | COM | 539,100 | $8.94M | 0.1% | +70,000+14.9% | Added | History |
| CBRLCracker Barrel Old Country Store, Inc | COM | 111,000 | $8.07M | 0.1% | 00.0% | Unchanged | History |
| TRUTransUnion | COM | 101,050 | $8.06M | 0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 16,100 | $7.96M | 0.1% | +5,100+46.4% | Added | History |
| SHOPShopify Inc. | Stock | 102,750 | $7.93M | 0.1% | 00.0% | Unchanged | History |
| EMNEastman Chemical Co | Stock | 74,950 | $7.51M | 0.1% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 21,432 | $7.15M | 0.1% | +7,291+51.6% | Added | History |
| GPKGraphic Packaging Holding Co | COM | 240,824 | $7.03M | 0.1% | +119,223+98.0% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 121,500 | $7.00M | 0.1% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 25,900 | $6.84M | 0.1% | 00.0% | Unchanged | History |
| SONYSony Group Corp | SPONSORED ADR | 67,000 | $5.74M | 0.1% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 58,000 | $4.47M | <0.1% | +13,000+28.9% | Added | History |
| FIXComfort Systems USA Inc | COM | 13,000 | $4.13M | <0.1% | +12,000+1,200.0% | Added | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $3.99M | <0.1% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 15,000 | $3.63M | <0.1% | +15,000 | New | History |
| WRBBerkley W R Corp | COM | 40,500 | $3.58M | <0.1% | 00.0% | Unchanged | History |
| BALLBALL Corp | COM | 51,000 | $3.44M | <0.1% | 00.0% | Unchanged | History |
| ITGartner Inc | COM | 5,700 | $2.72M | <0.1% | 00.0% | Unchanged | History |
| Brookfield Reins LtdG16250105 | CL A EXCH LT VTG | 60,101 | $2.51M | <0.1% | 00.0% | Unchanged | – |
| WTWWillis Towers Watson PLC | SHS | 8,627 | $2.37M | <0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 9,000 | $2.27M | <0.1% | +9,000 | New | History |
| YUMYum Brands Inc | Stock | 16,152 | $2.24M | <0.1% | +16,152 | New | History |
| SRCLStericycle Inc | COM | 38,000 | $2.00M | <0.1% | −630,700−94.3% | Reduced | History |
| NSPInsperity, Inc. | COM | 16,876 | $1.85M | <0.1% | +16,876 | New | History |
| HSYHershey Co | COM | 9,500 | $1.85M | <0.1% | +9,500 | New | History |
| CSGPCostar Group, Inc. | COM | 18,600 | $1.80M | <0.1% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 2,720 | $1.77M | <0.1% | 00.0% | Unchanged | History |
| DNBDun & Bradstreet Holdings, Inc. | COM | 115,000 | $1.15M | <0.1% | 00.0% | Unchanged | History |
| Hagerty, Inc.405166117 | *W EXP 99/99/999 | 540,000 | $1.05M | <0.1% | 00.0% | Unchanged | – |
| ICEIntercontinental Exchange, Inc. | Stock | 5,120 | $703.6K | <0.1% | 00.0% | Unchanged | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 11,000 | $668.6K | <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.