Markel Group
SuperinvestorMarkel Group Inc.
- SEC CIK
- 0001096343
- Manager
- Tom Gayner
- Style
- Quality, Value
- Latest filing
- Jul 31, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 1, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 132
- −2 vs. Q2 2024
- Portfolio value
- $11.1B
- +$944.9M (+9.3%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SOLVSolventum Corp | Stock | 750 | $52.3K | <0.1% | −72,687−99.0% | Reduced | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 11,000 | $729.2K | <0.1% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 5,120 | $822.5K | <0.1% | 00.0% | Unchanged | History |
| BCBrunswick Corp | COM | 14,000 | $1.17M | <0.1% | +14,000 | New | History |
| DNBDun & Bradstreet Holdings, Inc. | COM | 115,000 | $1.32M | <0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 14,000 | $1.40M | <0.1% | +14,000 | New | History |
| CSGPCostar Group, Inc. | COM | 18,600 | $1.40M | <0.1% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 2,720 | $1.69M | <0.1% | 00.0% | Unchanged | History |
| DPZDominos Pizza Inc | COM | 4,500 | $1.94M | <0.1% | +4,500 | New | History |
| ABNBAirbnb, Inc. | Stock | 19,150 | $2.43M | <0.1% | +19,150 | New | History |
| WTWWillis Towers Watson PLC | SHS | 8,627 | $2.54M | <0.1% | 00.0% | Unchanged | History |
| ITGartner Inc | COM | 5,700 | $2.89M | <0.1% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 60,750 | $3.45M | <0.1% | +20,250+50.0% | Added | History |
| BALLBALL Corp | COM | 51,000 | $3.46M | <0.1% | 00.0% | Unchanged | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $4.27M | <0.1% | 00.0% | Unchanged | History |
| FIXComfort Systems USA Inc | COM | 13,000 | $5.07M | <0.1% | 00.0% | Unchanged | History |
| NSPInsperity, Inc. | COM | 70,143 | $6.17M | 0.1% | +17,237+32.6% | Added | History |
| SONYSony Group Corp | SPONSORED ADR | 67,000 | $6.47M | 0.1% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 88,000 | $6.61M | 0.1% | +17,000+23.9% | Added | History |
| HSYHershey Co | COM | 36,000 | $6.90M | 0.1% | +14,500+67.4% | Added | History |
| SHOPShopify Inc. | Stock | 102,750 | $8.23M | 0.1% | 00.0% | Unchanged | History |
| EMNEastman Chemical Co | Stock | 74,950 | $8.39M | 0.1% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 121,500 | $8.73M | 0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 36,000 | $8.95M | 0.1% | +14,000+63.6% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 25,900 | $9.54M | 0.1% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 136,500 | $10.6M | 0.1% | 00.0% | Unchanged | History |
| CECelanese Corp | Stock | 77,800 | $10.6M | 0.1% | 00.0% | Unchanged | History |
| TRUTransUnion | COM | 101,050 | $10.6M | 0.1% | 00.0% | Unchanged | History |
| OIO-I Glass, Inc. | COM | 814,100 | $10.7M | 0.1% | +140,000+20.8% | Added | History |
| WFCWells Fargo & Company | Stock | 204,450 | $11.5M | 0.1% | 00.0% | Unchanged | History |
| GPKGraphic Packaging Holding Co | COM | 394,725 | $11.7M | 0.1% | +60,000+17.9% | Added | History |
| HXLHexcel Corp | COM | 189,000 | $11.7M | 0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 114,620 | $11.9M | 0.1% | 00.0% | Unchanged | History |
| SEICSEI Investments Co | COM | 173,200 | $12.0M | 0.1% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 51,910 | $12.1M | 0.1% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 91,000 | $13.6M | 0.1% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 114,500 | $13.9M | 0.1% | 00.0% | Unchanged | History |
| IQVIQVIA Holdings Inc. | Stock | 58,726 | $13.9M | 0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 24,064 | $14.1M | 0.1% | +3,250+15.6% | Added | History |
| SMGScotts Miracle-Gro Co | Stock | 168,000 | $14.6M | 0.1% | 00.0% | Unchanged | History |
| LAMRLamar Advertising Co | REIT | 111,000 | $14.8M | 0.1% | +17,000+18.1% | Added | History |
| CHHChoice Hotels International Inc | COM | 115,500 | $15.0M | 0.1% | +5,000+4.5% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 52,000 | $15.5M | 0.1% | +14,000+36.8% | Added | History |
| PEPPepsiCo Inc | Stock | 96,210 | $16.4M | 0.1% | 00.0% | Unchanged | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 84,500 | $16.8M | 0.2% | +14,000+19.9% | Added | History |
| WHRWhirlpool Corp | Stock | 157,619 | $16.9M | 0.2% | −124,430−44.1% | Reduced | History |
| CCKCrown Holdings, Inc. | COM | 189,500 | $18.2M | 0.2% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 342,000 | $18.2M | 0.2% | 00.0% | Unchanged | History |
| CARRCarrier Global Corp | Stock | 235,000 | $18.9M | 0.2% | 00.0% | Unchanged | History |
| RNRRenaissancere Holdings Ltd | COM | 70,000 | $19.1M | 0.2% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 150,000 | $20.1M | 0.2% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 50,930 | $20.7M | 0.2% | +15,825+45.1% | Added | History |
| TGTTarget Corp | Stock | 133,000 | $20.7M | 0.2% | 00.0% | Unchanged | History |
| CABOCable One, Inc. | COM | 60,050 | $21.0M | 0.2% | +6,250+11.6% | Added | History |
| URIUnited Rentals, Inc. | COM | 25,950 | $21.0M | 0.2% | +3,950+18.0% | Added | History |
| UNPUnion Pacific Corp | Stock | 85,778 | $21.1M | 0.2% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 72,850 | $21.4M | 0.2% | −25,000−25.5% | Reduced | History |
| YUMYum Brands Inc | Stock | 156,502 | $21.9M | 0.2% | +70,000+80.9% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 35,400 | $21.9M | 0.2% | +6,000+20.4% | Added | History |
| BF.BBrown Forman Corp | Stock | 474,187 | $23.3M | 0.2% | 00.0% | Unchanged | History |
| Rio Tinto PLC755130000 | COMMON STOCK | 224,000 | $27.1M | 0.2% | +224,000 | New | – |
| ALLAllstate Corp | Stock | 154,550 | $29.3M | 0.3% | 00.0% | Unchanged | History |
| HGTYHagerty, Inc. | CL A COM | 3,000,000 | $30.5M | 0.3% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 56,363 | $32.9M | 0.3% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 314,000 | $34.2M | 0.3% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 39,150 | $34.7M | 0.3% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 94,172 | $35.9M | 0.3% | 00.0% | Unchanged | History |
| THGHanover Insurance Group, Inc. | COM | 254,000 | $37.6M | 0.3% | +14,000+5.8% | Added | History |
| NKENIKE, Inc. | Stock | 428,900 | $37.9M | 0.3% | +40,000+10.3% | Added | History |
| VRSKVerisk Analytics, Inc. | COM | 144,950 | $38.8M | 0.3% | +11,250+8.4% | Added | History |
| MMM3M Co | Stock | 293,750 | $40.2M | 0.4% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 843,000 | $40.5M | 0.4% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 120,150 | $41.6M | 0.4% | +6,200+5.4% | Added | History |
| ROKRockwell Automation, Inc | Stock | 154,900 | $41.6M | 0.4% | 00.0% | Unchanged | History |
| FNVFranco Nevada Corp | Stock | 345,500 | $42.9M | 0.4% | +100,500+41.0% | Added | History |
| CMCSAComcast Corp | Stock | 1,081,241 | $45.2M | 0.4% | 00.0% | Unchanged | History |
| TSNTyson Foods, Inc. | Stock | 789,500 | $47.0M | 0.4% | +4,000+0.5% | Added | History |
| ITICInvestors Title Co | COM | 213,300 | $49.0M | 0.4% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 252,550 | $53.3M | 0.5% | 00.0% | Unchanged | History |
| FDXFedEx Corp | Stock | 195,000 | $53.4M | 0.5% | +14,000+7.7% | Added | History |
| FDSFactset Research Systems Inc | Stock | 116,720 | $53.7M | 0.5% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 159,400 | $56.3M | 0.5% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 229,500 | $57.0M | 0.5% | 00.0% | Unchanged | History |
| CGCarlyle Group Inc. | COM | 1,327,000 | $57.1M | 0.5% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 600,318 | $58.5M | 0.5% | +32,000+5.6% | Added | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 295,000 | $58.6M | 0.5% | +15,500+5.5% | Added | History |
| DGDollar General Corp | COM | 742,250 | $62.8M | 0.6% | +45,000+6.5% | Added | History |
| ECLEcolab Inc. | Stock | 274,300 | $70.0M | 0.6% | 00.0% | Unchanged | History |
| ROLRollins Inc | COM | 1,453,275 | $73.5M | 0.7% | +14,000+1.0% | Added | History |
| LINLinde PLC | Stock | 155,000 | $73.9M | 0.7% | +11,500+8.0% | Added | History |
| HEI.AHeico Corp | CL A | 379,644 | $77.4M | 0.7% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 150,690 | $77.8M | 0.7% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 142,850 | $83.3M | 0.7% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 327,500 | $85.8M | 0.8% | 00.0% | Unchanged | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,463,300 | $87.4M | 0.8% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 1,350,800 | $87.5M | 0.8% | −15,966−1.2% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 555,000 | $92.0M | 0.8% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 610,800 | $99.0M | 0.9% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 213,890 | $101.5M | 0.9% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 207,540 | $102.5M | 0.9% | 00.0% | Unchanged | History |
Sold out since Q2 2024 (7)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| RTXRTX Corp | Stock | 224,000 | $22.5M | 0.2% | History |
| EAElectronic Arts Inc. | COM | 49,800 | $6.94M | 0.1% | History |
| CBRLCracker Barrel Old Country Store, Inc | COM | 111,000 | $4.68M | <0.1% | History |
| CVSCVS Health Corp | Stock | 47,000 | $2.78M | <0.1% | History |
| Brookfield Reins LtdG16250105 | CL A EXCH LT VTG | 60,101 | $2.50M | <0.1% | – |
| ULSUL Solutions Inc. | CLASS A COM SHS | 36,000 | $1.52M | <0.1% | History |
| Hagerty, Inc.405166117 | *W EXP 99/99/999 | 540,000 | $1.11M | <0.1% | – |