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 |
|---|---|---|---|---|---|---|---|
| CECelanese Corp | Stock | 77,800 | $10.5M | 0.1% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 51,910 | $10.1M | 0.1% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 136,500 | $10.0M | 0.1% | +13,000+10.5% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 38,000 | $9.81M | 0.1% | +23,000+153.3% | Added | History |
| GPKGraphic Packaging Holding Co | COM | 334,725 | $8.77M | 0.1% | +93,901+39.0% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 25,900 | $8.13M | 0.1% | 00.0% | Unchanged | History |
| OIO-I Glass, Inc. | COM | 674,100 | $7.50M | 0.1% | +135,000+25.0% | Added | History |
| TRUTransUnion | COM | 101,050 | $7.49M | 0.1% | 00.0% | Unchanged | History |
| EMNEastman Chemical Co | Stock | 74,950 | $7.34M | 0.1% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 121,500 | $7.28M | 0.1% | 00.0% | Unchanged | History |
| EAElectronic Arts Inc. | COM | 49,800 | $6.94M | 0.1% | −31,000−38.4% | Reduced | History |
| SHOPShopify Inc. | Stock | 102,750 | $6.79M | 0.1% | 00.0% | Unchanged | History |
| SONYSony Group Corp | SPONSORED ADR | 67,000 | $5.69M | 0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 22,000 | $5.32M | 0.1% | +13,000+144.4% | Added | History |
| UBERUber Technologies, Inc | Stock | 71,000 | $5.16M | 0.1% | +13,000+22.4% | Added | History |
| NSPInsperity, Inc. | COM | 52,906 | $4.83M | <0.1% | +36,030+213.5% | Added | History |
| CBRLCracker Barrel Old Country Store, Inc | COM | 111,000 | $4.68M | <0.1% | 00.0% | Unchanged | History |
| FIXComfort Systems USA Inc | COM | 13,000 | $3.95M | <0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 21,500 | $3.95M | <0.1% | +12,000+126.3% | Added | History |
| SOLVSolventum Corp | Stock | 73,437 | $3.88M | <0.1% | +73,437 | New | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $3.64M | <0.1% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 40,500 | $3.18M | <0.1% | 00.0% | Unchanged | History |
| BALLBALL Corp | COM | 51,000 | $3.06M | <0.1% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 47,000 | $2.78M | <0.1% | −285,000−85.8% | Reduced | History |
| ITGartner Inc | COM | 5,700 | $2.56M | <0.1% | 00.0% | Unchanged | History |
| Brookfield Reins LtdG16250105 | CL A EXCH LT VTG | 60,101 | $2.50M | <0.1% | 00.0% | Unchanged | – |
| WTWWillis Towers Watson PLC | SHS | 8,627 | $2.26M | <0.1% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 2,720 | $1.79M | <0.1% | 00.0% | Unchanged | History |
| ULSUL Solutions Inc. | CLASS A COM SHS | 36,000 | $1.52M | <0.1% | +36,000 | New | History |
| CSGPCostar Group, Inc. | COM | 18,600 | $1.38M | <0.1% | 00.0% | Unchanged | History |
| Hagerty, Inc.405166117 | *W EXP 99/99/999 | 540,000 | $1.11M | <0.1% | 00.0% | Unchanged | – |
| DNBDun & Bradstreet Holdings, Inc. | COM | 115,000 | $1.06M | <0.1% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 5,120 | $700.9K | <0.1% | 00.0% | Unchanged | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 11,000 | $639.6K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2024 (1)
Positions held at the end of Q1 2024 that are gone from this filing.