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 |
|---|---|---|---|---|---|---|---|
| BUDAnheuser-Busch InBev SA/NV | ADR | 11,000 | $639.6K | <0.1% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 5,120 | $700.9K | <0.1% | 00.0% | Unchanged | History |
| DNBDun & Bradstreet Holdings, Inc. | COM | 115,000 | $1.06M | <0.1% | 00.0% | Unchanged | History |
| Hagerty, Inc.405166117 | *W EXP 99/99/999 | 540,000 | $1.11M | <0.1% | 00.0% | Unchanged | – |
| CSGPCostar Group, Inc. | COM | 18,600 | $1.38M | <0.1% | 00.0% | Unchanged | History |
| ULSUL Solutions Inc. | CLASS A COM SHS | 36,000 | $1.52M | <0.1% | +36,000 | New | History |
| INTUIntuit Inc. | Stock | 2,720 | $1.79M | <0.1% | 00.0% | Unchanged | History |
| WTWWillis Towers Watson PLC | SHS | 8,627 | $2.26M | <0.1% | 00.0% | Unchanged | History |
| Brookfield Reins LtdG16250105 | CL A EXCH LT VTG | 60,101 | $2.50M | <0.1% | 00.0% | Unchanged | – |
| ITGartner Inc | COM | 5,700 | $2.56M | <0.1% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 47,000 | $2.78M | <0.1% | −285,000−85.8% | Reduced | History |
| BALLBALL Corp | COM | 51,000 | $3.06M | <0.1% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 40,500 | $3.18M | <0.1% | 00.0% | Unchanged | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $3.64M | <0.1% | 00.0% | Unchanged | History |
| SOLVSolventum Corp | Stock | 73,437 | $3.88M | <0.1% | +73,437 | New | History |
| HSYHershey Co | COM | 21,500 | $3.95M | <0.1% | +12,000+126.3% | Added | History |
| FIXComfort Systems USA Inc | COM | 13,000 | $3.95M | <0.1% | 00.0% | Unchanged | History |
| CBRLCracker Barrel Old Country Store, Inc | COM | 111,000 | $4.68M | <0.1% | 00.0% | Unchanged | History |
| NSPInsperity, Inc. | COM | 52,906 | $4.83M | <0.1% | +36,030+213.5% | Added | History |
| UBERUber Technologies, Inc | Stock | 71,000 | $5.16M | 0.1% | +13,000+22.4% | Added | History |
| MARMarriott International Inc | Stock | 22,000 | $5.32M | 0.1% | +13,000+144.4% | Added | History |
| SONYSony Group Corp | SPONSORED ADR | 67,000 | $5.69M | 0.1% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 102,750 | $6.79M | 0.1% | 00.0% | Unchanged | History |
| EAElectronic Arts Inc. | COM | 49,800 | $6.94M | 0.1% | −31,000−38.4% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 121,500 | $7.28M | 0.1% | 00.0% | Unchanged | History |
| EMNEastman Chemical Co | Stock | 74,950 | $7.34M | 0.1% | 00.0% | Unchanged | History |
| TRUTransUnion | COM | 101,050 | $7.49M | 0.1% | 00.0% | Unchanged | History |
| OIO-I Glass, Inc. | COM | 674,100 | $7.50M | 0.1% | +135,000+25.0% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 25,900 | $8.13M | 0.1% | 00.0% | Unchanged | History |
| GPKGraphic Packaging Holding Co | COM | 334,725 | $8.77M | 0.1% | +93,901+39.0% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 38,000 | $9.81M | 0.1% | +23,000+153.3% | Added | History |
| KMXCarMax Inc | COM | 136,500 | $10.0M | 0.1% | +13,000+10.5% | Added | History |
| AMTAmerican Tower Corp | REIT | 51,910 | $10.1M | 0.1% | 00.0% | Unchanged | History |
| CECelanese Corp | Stock | 77,800 | $10.5M | 0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 20,814 | $10.6M | 0.1% | +4,714+29.3% | Added | History |
| SMGScotts Miracle-Gro Co | Stock | 168,000 | $10.9M | 0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 114,620 | $11.0M | 0.1% | 00.0% | Unchanged | History |
| SEICSEI Investments Co | COM | 173,200 | $11.2M | 0.1% | 00.0% | Unchanged | History |
| LAMRLamar Advertising Co | REIT | 94,000 | $11.2M | 0.1% | +17,000+22.1% | Added | History |
| HCAHCA Healthcare, Inc. | COM | 35,105 | $11.3M | 0.1% | +13,673+63.8% | Added | History |
| YUMYum Brands Inc | Stock | 86,502 | $11.5M | 0.1% | +70,350+435.5% | Added | History |
| PMPhilip Morris International Inc. | Stock | 114,500 | $11.6M | 0.1% | 00.0% | Unchanged | History |
| HXLHexcel Corp | COM | 189,000 | $11.8M | 0.1% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 204,450 | $12.1M | 0.1% | 00.0% | Unchanged | History |
| IQVIQVIA Holdings Inc. | Stock | 58,726 | $12.4M | 0.1% | +3,000+5.4% | Added | History |
| COFCapital One Financial Corp | Stock | 91,000 | $12.6M | 0.1% | 00.0% | Unchanged | History |
| CHHChoice Hotels International Inc | COM | 110,500 | $13.1M | 0.1% | +26,000+30.8% | Added | History |
| FERGFerguson Enterprises Inc. | SHS | 70,500 | $13.7M | 0.1% | +13,000+22.6% | Added | History |
| CCKCrown Holdings, Inc. | COM | 189,500 | $14.1M | 0.1% | 00.0% | Unchanged | History |
| URIUnited Rentals, Inc. | COM | 22,000 | $14.2M | 0.1% | +6,500+41.9% | Added | History |
| CARRCarrier Global Corp | Stock | 235,000 | $14.8M | 0.1% | 00.0% | Unchanged | History |
| RNRRenaissancere Holdings Ltd | COM | 70,000 | $15.6M | 0.2% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 96,210 | $15.9M | 0.2% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 342,000 | $16.2M | 0.2% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 29,400 | $16.3M | 0.2% | +4,700+19.0% | Added | History |
| PAYXPaychex Inc | Stock | 150,000 | $17.8M | 0.2% | 00.0% | Unchanged | History |
| CABOCable One, Inc. | COM | 53,800 | $19.0M | 0.2% | +5,700+11.9% | Added | History |
| UNPUnion Pacific Corp | Stock | 85,778 | $19.4M | 0.2% | 00.0% | Unchanged | History |
| TGTTarget Corp | Stock | 133,000 | $19.7M | 0.2% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 474,187 | $20.5M | 0.2% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 224,000 | $22.5M | 0.2% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 97,850 | $23.7M | 0.2% | 00.0% | Unchanged | History |
| ALLAllstate Corp | Stock | 154,550 | $24.7M | 0.2% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 56,363 | $26.3M | 0.3% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 94,172 | $28.1M | 0.3% | 00.0% | Unchanged | History |
| WHRWhirlpool Corp | Stock | 282,049 | $28.8M | 0.3% | 00.0% | Unchanged | History |
| FNVFranco Nevada Corp | Stock | 245,000 | $29.0M | 0.3% | +245,000 | New | History |
| NKENIKE, Inc. | Stock | 388,900 | $29.3M | 0.3% | +13,000+3.5% | Added | History |
| MMM3M Co | Stock | 293,750 | $30.0M | 0.3% | 00.0% | Unchanged | History |
| THGHanover Insurance Group, Inc. | COM | 240,000 | $30.1M | 0.3% | +13,000+5.7% | Added | History |
| HGTYHagerty, Inc. | CL A COM | 3,000,000 | $31.2M | 0.3% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 39,150 | $33.3M | 0.3% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 113,950 | $33.5M | 0.3% | +3,900+3.5% | Added | History |
| VRSKVerisk Analytics, Inc. | COM | 133,700 | $36.0M | 0.4% | +6,500+5.1% | Added | History |
| TROWPrice T Rowe Group Inc | Stock | 314,000 | $36.2M | 0.4% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 843,000 | $37.2M | 0.4% | 00.0% | Unchanged | History |
| ITICInvestors Title Co | COM | 213,300 | $38.4M | 0.4% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 1,081,241 | $42.3M | 0.4% | +9,000+0.8% | Added | History |
| ROKRockwell Automation, Inc | Stock | 154,900 | $42.6M | 0.4% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 568,318 | $44.2M | 0.4% | +27,000+5.0% | Added | History |
| TSNTyson Foods, Inc. | Stock | 785,500 | $44.9M | 0.4% | +8,000+1.0% | Added | History |
| FDSFactset Research Systems Inc | Stock | 116,720 | $47.7M | 0.5% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 159,400 | $48.4M | 0.5% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 229,500 | $49.3M | 0.5% | 00.0% | Unchanged | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 279,500 | $49.4M | 0.5% | +84,500+43.3% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 252,550 | $51.1M | 0.5% | 00.0% | Unchanged | History |
| CGCarlyle Group Inc. | COM | 1,327,000 | $53.3M | 0.5% | 00.0% | Unchanged | History |
| FDXFedEx Corp | Stock | 181,000 | $54.3M | 0.5% | +13,000+7.7% | Added | History |
| LINLinde PLC | Stock | 143,500 | $63.0M | 0.6% | +12,000+9.1% | Added | History |
| ECLEcolab Inc. | Stock | 274,300 | $65.3M | 0.6% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 150,690 | $67.2M | 0.7% | 00.0% | Unchanged | History |
| HEI.AHeico Corp | CL A | 379,644 | $67.4M | 0.7% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 142,850 | $68.8M | 0.7% | 00.0% | Unchanged | History |
| ROLRollins Inc | COM | 1,439,275 | $70.2M | 0.7% | +13,000+0.9% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 327,500 | $77.6M | 0.8% | 00.0% | Unchanged | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 2,193,953 | $83.5M | 0.8% | 00.0% | Unchanged | History |
| NVRNVR Inc | COM | 11,529 | $87.5M | 0.9% | +180+1.6% | Added | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,463,300 | $88.5M | 0.9% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 610,800 | $89.3M | 0.9% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 213,890 | $90.0M | 0.9% | 00.0% | Unchanged | History |
Sold out since Q1 2024 (1)
Positions held at the end of Q1 2024 that are gone from this filing.