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 |
|---|---|---|---|---|---|---|---|
| MAMastercard Inc | Stock | 207,540 | $91.6M | 0.9% | 00.0% | Unchanged | History |
| DGDollar General Corp | COM | 697,250 | $92.2M | 0.9% | +22,000+3.3% | Added | History |
| SCHWSchwab Charles Corp | Stock | 1,366,766 | $100.7M | 1.0% | +13,000+1.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 555,000 | $101.1M | 1.0% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 311,500 | $103.8M | 1.0% | +3,900+1.3% | Added | History |
| AXPAmerican Express Co | Stock | 484,250 | $112.1M | 1.1% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 391,000 | $113.4M | 1.1% | 00.0% | Unchanged | History |
| APOApollo Global Management, Inc. | COM | 1,012,500 | $119.5M | 1.2% | 00.0% | Unchanged | History |
| LPLALPL Financial Holdings Inc. | COM | 481,791 | $134.6M | 1.3% | +27,500+6.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 270,981 | $136.6M | 1.3% | +3,300+1.2% | Added | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $140.8M | 1.4% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 706,500 | $148.9M | 1.5% | +12,500+1.8% | Added | History |
| LOWLowes Companies Inc | Stock | 675,980 | $149.0M | 1.5% | +12,500+1.9% | Added | History |
| BXBlackstone Inc. | COM | 1,229,000 | $152.2M | 1.5% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 1,451,800 | $152.8M | 1.5% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 753,750 | $156.6M | 1.5% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 359,360 | $162.5M | 1.6% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 1,197,272 | $168.4M | 1.7% | 00.0% | Unchanged | History |
| DEODiageo PLC | SPON ADR NEW | 1,366,708 | $172.3M | 1.7% | +6,300+0.5% | Added | History |
| BLKBlackRock, Inc. | COM | 220,200 | $173.4M | 1.7% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 2,031,665 | $201.7M | 2.0% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 507,480 | $226.8M | 2.2% | +4,650+0.9% | Added | History |
| AAPLApple Inc. | Stock | 1,227,290 | $258.5M | 2.5% | +1000.0% | Added | History |
| VVisa Inc. | Stock | 999,285 | $262.3M | 2.6% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 571,250 | $264.6M | 2.6% | +5,000+0.9% | Added | History |
| ADIAnalog Devices Inc | Stock | 1,167,671 | $266.5M | 2.6% | +2000.0% | Added | History |
| NVONovo Nordisk A S | ADR | 2,150,000 | $306.9M | 3.0% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 845,350 | $315.8M | 3.1% | +21,550+2.6% | Added | History |
| HDHome Depot, Inc. | Stock | 920,000 | $316.7M | 3.1% | 00.0% | Unchanged | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 8,715,741 | $362.1M | 3.6% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 2,030,760 | $392.4M | 3.9% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,749,860 | $504.4M | 5.0% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $623.2M | 6.1% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $682.0M | 6.7% | 00.0% | Unchanged | History |
Sold out since Q1 2024 (1)
Positions held at the end of Q1 2024 that are gone from this filing.