Markel Group
SuperinvestorMarkel Group Inc.
- SEC CIK
- 0001096343
- Manager
- Tom Gayner
- Style
- Quality, Value
- Latest filing
- Jul 31, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 2, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 134
- +2 vs. Q1 2024
- Portfolio value
- $10.2B
- +$25.5M (+0.3%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $682.0M | 6.7% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $623.2M | 6.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,749,860 | $504.4M | 5.0% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 2,030,760 | $392.4M | 3.9% | 00.0% | Unchanged | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 8,715,741 | $362.1M | 3.6% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 920,000 | $316.7M | 3.1% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 845,350 | $315.8M | 3.1% | +21,550+2.6% | Added | History |
| NVONovo Nordisk A S | ADR | 2,150,000 | $306.9M | 3.0% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 1,167,671 | $266.5M | 2.6% | +2000.0% | Added | History |
| WSOWatsco Inc | COM | 571,250 | $264.6M | 2.6% | +5,000+0.9% | Added | History |
| VVisa Inc. | Stock | 999,285 | $262.3M | 2.6% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 1,227,290 | $258.5M | 2.5% | +1000.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 507,480 | $226.8M | 2.2% | +4,650+0.9% | Added | History |
| DISWalt Disney Co | Stock | 2,031,665 | $201.7M | 2.0% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 220,200 | $173.4M | 1.7% | 00.0% | Unchanged | History |
| DEODiageo PLC | SPON ADR NEW | 1,366,708 | $172.3M | 1.7% | +6,300+0.5% | Added | History |
| RLIRli Corp | COM | 1,197,272 | $168.4M | 1.7% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 359,360 | $162.5M | 1.6% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 753,750 | $156.6M | 1.5% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 1,451,800 | $152.8M | 1.5% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,229,000 | $152.2M | 1.5% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 675,980 | $149.0M | 1.5% | +12,500+1.9% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 706,500 | $148.9M | 1.5% | +12,500+1.8% | Added | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $140.8M | 1.4% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 270,981 | $136.6M | 1.3% | +3,300+1.2% | Added | History |
| LPLALPL Financial Holdings Inc. | COM | 481,791 | $134.6M | 1.3% | +27,500+6.1% | Added | History |
| APOApollo Global Management, Inc. | COM | 1,012,500 | $119.5M | 1.2% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 391,000 | $113.4M | 1.1% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 484,250 | $112.1M | 1.1% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 311,500 | $103.8M | 1.0% | +3,900+1.3% | Added | History |
| GOOGLAlphabet Inc. | Stock | 555,000 | $101.1M | 1.0% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 1,366,766 | $100.7M | 1.0% | +13,000+1.0% | Added | History |
| DGDollar General Corp | COM | 697,250 | $92.2M | 0.9% | +22,000+3.3% | Added | History |
| MAMastercard Inc | Stock | 207,540 | $91.6M | 0.9% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 213,890 | $90.0M | 0.9% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 610,800 | $89.3M | 0.9% | 00.0% | Unchanged | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,463,300 | $88.5M | 0.9% | 00.0% | Unchanged | History |
| NVRNVR Inc | COM | 11,529 | $87.5M | 0.9% | +180+1.6% | Added | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 2,193,953 | $83.5M | 0.8% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 327,500 | $77.6M | 0.8% | 00.0% | Unchanged | History |
| ROLRollins Inc | COM | 1,439,275 | $70.2M | 0.7% | +13,000+0.9% | Added | History |
| MSCIMSCI Inc. | Stock | 142,850 | $68.8M | 0.7% | 00.0% | Unchanged | History |
| HEI.AHeico Corp | CL A | 379,644 | $67.4M | 0.7% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 150,690 | $67.2M | 0.7% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 274,300 | $65.3M | 0.6% | 00.0% | Unchanged | History |
| LINLinde PLC | Stock | 143,500 | $63.0M | 0.6% | +12,000+9.1% | Added | History |
| FDXFedEx Corp | Stock | 181,000 | $54.3M | 0.5% | +13,000+7.7% | Added | History |
| CGCarlyle Group Inc. | COM | 1,327,000 | $53.3M | 0.5% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 252,550 | $51.1M | 0.5% | 00.0% | Unchanged | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 279,500 | $49.4M | 0.5% | +84,500+43.3% | Added | History |
| NSCNorfolk Southern Corp | Stock | 229,500 | $49.3M | 0.5% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 159,400 | $48.4M | 0.5% | 00.0% | Unchanged | History |
| FDSFactset Research Systems Inc | Stock | 116,720 | $47.7M | 0.5% | 00.0% | Unchanged | History |
| TSNTyson Foods, Inc. | Stock | 785,500 | $44.9M | 0.4% | +8,000+1.0% | Added | History |
| SBUXStarbucks Corp | Stock | 568,318 | $44.2M | 0.4% | +27,000+5.0% | Added | History |
| ROKRockwell Automation, Inc | Stock | 154,900 | $42.6M | 0.4% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 1,081,241 | $42.3M | 0.4% | +9,000+0.8% | Added | History |
| ITICInvestors Title Co | COM | 213,300 | $38.4M | 0.4% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 843,000 | $37.2M | 0.4% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 314,000 | $36.2M | 0.4% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 133,700 | $36.0M | 0.4% | +6,500+5.1% | Added | History |
| AONAon plc | CL A | 113,950 | $33.5M | 0.3% | +3,900+3.5% | Added | History |
| COSTCostco Wholesale Corp | Stock | 39,150 | $33.3M | 0.3% | 00.0% | Unchanged | History |
| HGTYHagerty, Inc. | CL A COM | 3,000,000 | $31.2M | 0.3% | 00.0% | Unchanged | History |
| THGHanover Insurance Group, Inc. | COM | 240,000 | $30.1M | 0.3% | +13,000+5.7% | Added | History |
| MMM3M Co | Stock | 293,750 | $30.0M | 0.3% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 388,900 | $29.3M | 0.3% | +13,000+3.5% | Added | History |
| FNVFranco Nevada Corp | Stock | 245,000 | $29.0M | 0.3% | +245,000 | New | History |
| WHRWhirlpool Corp | Stock | 282,049 | $28.8M | 0.3% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 94,172 | $28.1M | 0.3% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 56,363 | $26.3M | 0.3% | 00.0% | Unchanged | History |
| ALLAllstate Corp | Stock | 154,550 | $24.7M | 0.2% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 97,850 | $23.7M | 0.2% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 224,000 | $22.5M | 0.2% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 474,187 | $20.5M | 0.2% | 00.0% | Unchanged | History |
| TGTTarget Corp | Stock | 133,000 | $19.7M | 0.2% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 85,778 | $19.4M | 0.2% | 00.0% | Unchanged | History |
| CABOCable One, Inc. | COM | 53,800 | $19.0M | 0.2% | +5,700+11.9% | Added | History |
| PAYXPaychex Inc | Stock | 150,000 | $17.8M | 0.2% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 29,400 | $16.3M | 0.2% | +4,700+19.0% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 342,000 | $16.2M | 0.2% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 96,210 | $15.9M | 0.2% | 00.0% | Unchanged | History |
| RNRRenaissancere Holdings Ltd | COM | 70,000 | $15.6M | 0.2% | 00.0% | Unchanged | History |
| CARRCarrier Global Corp | Stock | 235,000 | $14.8M | 0.1% | 00.0% | Unchanged | History |
| URIUnited Rentals, Inc. | COM | 22,000 | $14.2M | 0.1% | +6,500+41.9% | Added | History |
| CCKCrown Holdings, Inc. | COM | 189,500 | $14.1M | 0.1% | 00.0% | Unchanged | History |
| FERGFerguson Enterprises Inc. | SHS | 70,500 | $13.7M | 0.1% | +13,000+22.6% | Added | History |
| CHHChoice Hotels International Inc | COM | 110,500 | $13.1M | 0.1% | +26,000+30.8% | Added | History |
| COFCapital One Financial Corp | Stock | 91,000 | $12.6M | 0.1% | 00.0% | Unchanged | History |
| IQVIQVIA Holdings Inc. | Stock | 58,726 | $12.4M | 0.1% | +3,000+5.4% | Added | History |
| WFCWells Fargo & Company | Stock | 204,450 | $12.1M | 0.1% | 00.0% | Unchanged | History |
| HXLHexcel Corp | COM | 189,000 | $11.8M | 0.1% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 114,500 | $11.6M | 0.1% | 00.0% | Unchanged | History |
| YUMYum Brands Inc | Stock | 86,502 | $11.5M | 0.1% | +70,350+435.5% | Added | History |
| HCAHCA Healthcare, Inc. | COM | 35,105 | $11.3M | 0.1% | +13,673+63.8% | Added | History |
| LAMRLamar Advertising Co | REIT | 94,000 | $11.2M | 0.1% | +17,000+22.1% | Added | History |
| SEICSEI Investments Co | COM | 173,200 | $11.2M | 0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 114,620 | $11.0M | 0.1% | 00.0% | Unchanged | History |
| SMGScotts Miracle-Gro Co | Stock | 168,000 | $10.9M | 0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 20,814 | $10.6M | 0.1% | +4,714+29.3% | Added | History |
Sold out since Q1 2024 (1)
Positions held at the end of Q1 2024 that are gone from this filing.