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 |
|---|---|---|---|---|---|---|---|
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 2,193,953 | $103.8M | 0.9% | 00.0% | Unchanged | History |
| NVRNVR Inc | COM | 11,704 | $114.8M | 1.0% | +175+1.5% | Added | History |
| GDGeneral Dynamics Corp | Stock | 391,000 | $118.2M | 1.1% | 00.0% | Unchanged | History |
| LPLALPL Financial Holdings Inc. | COM | 520,404 | $121.1M | 1.1% | +38,613+8.0% | Added | History |
| CATCaterpillar Inc | Stock | 318,750 | $124.7M | 1.1% | +7,250+2.3% | Added | History |
| APOApollo Global Management, Inc. | COM | 1,012,500 | $126.5M | 1.1% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 484,250 | $131.3M | 1.2% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $149.6M | 1.3% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 275,231 | $157.6M | 1.4% | +4,250+1.6% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 722,500 | $161.2M | 1.5% | +16,000+2.3% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 359,360 | $177.9M | 1.6% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 1,197,272 | $185.6M | 1.7% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 690,480 | $187.0M | 1.7% | +14,500+2.1% | Added | History |
| BXBlackstone Inc. | COM | 1,229,000 | $188.2M | 1.7% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 1,451,800 | $189.6M | 1.7% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 753,750 | $191.3M | 1.7% | 00.0% | Unchanged | History |
| DEODiageo PLC | SPON ADR NEW | 1,366,708 | $191.8M | 1.7% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 2,031,665 | $195.4M | 1.8% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 220,200 | $209.1M | 1.9% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 514,980 | $221.6M | 2.0% | +7,500+1.5% | Added | History |
| NVONovo Nordisk A S | ADR | 2,150,000 | $256.0M | 2.3% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 1,167,671 | $268.8M | 2.4% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 999,285 | $274.8M | 2.5% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 1,227,290 | $286.0M | 2.6% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 582,500 | $286.5M | 2.6% | +11,250+2.0% | Added | History |
| DEDeere & Co | Stock | 869,100 | $362.7M | 3.3% | +23,750+2.8% | Added | History |
| HDHome Depot, Inc. | Stock | 920,000 | $372.8M | 3.4% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 2,030,760 | $378.4M | 3.4% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,749,860 | $459.7M | 4.1% | 00.0% | Unchanged | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 8,715,741 | $463.2M | 4.2% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $705.1M | 6.3% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $770.0M | 6.9% | 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% | – |