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 |
|---|---|---|---|---|---|---|---|
| HXLHexcel Corp | COM | 189,000 | $11.7M | 0.1% | 00.0% | Unchanged | History |
| GPKGraphic Packaging Holding Co | COM | 394,725 | $11.7M | 0.1% | +60,000+17.9% | Added | History |
| WFCWells Fargo & Company | Stock | 204,450 | $11.5M | 0.1% | 00.0% | Unchanged | History |
| OIO-I Glass, Inc. | COM | 814,100 | $10.7M | 0.1% | +140,000+20.8% | Added | History |
| TRUTransUnion | COM | 101,050 | $10.6M | 0.1% | 00.0% | Unchanged | History |
| CECelanese Corp | Stock | 77,800 | $10.6M | 0.1% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 136,500 | $10.6M | 0.1% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 25,900 | $9.54M | 0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 36,000 | $8.95M | 0.1% | +14,000+63.6% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 121,500 | $8.73M | 0.1% | 00.0% | Unchanged | History |
| EMNEastman Chemical Co | Stock | 74,950 | $8.39M | 0.1% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 102,750 | $8.23M | 0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 36,000 | $6.90M | 0.1% | +14,500+67.4% | Added | History |
| UBERUber Technologies, Inc | Stock | 88,000 | $6.61M | 0.1% | +17,000+23.9% | Added | History |
| SONYSony Group Corp | SPONSORED ADR | 67,000 | $6.47M | 0.1% | 00.0% | Unchanged | History |
| NSPInsperity, Inc. | COM | 70,143 | $6.17M | 0.1% | +17,237+32.6% | Added | History |
| FIXComfort Systems USA Inc | COM | 13,000 | $5.07M | <0.1% | 00.0% | Unchanged | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $4.27M | <0.1% | 00.0% | Unchanged | History |
| BALLBALL Corp | COM | 51,000 | $3.46M | <0.1% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 60,750 | $3.45M | <0.1% | +20,250+50.0% | Added | History |
| ITGartner Inc | COM | 5,700 | $2.89M | <0.1% | 00.0% | Unchanged | History |
| WTWWillis Towers Watson PLC | SHS | 8,627 | $2.54M | <0.1% | 00.0% | Unchanged | History |
| ABNBAirbnb, Inc. | Stock | 19,150 | $2.43M | <0.1% | +19,150 | New | History |
| DPZDominos Pizza Inc | COM | 4,500 | $1.94M | <0.1% | +4,500 | New | History |
| INTUIntuit Inc. | Stock | 2,720 | $1.69M | <0.1% | 00.0% | Unchanged | History |
| CSGPCostar Group, Inc. | COM | 18,600 | $1.40M | <0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 14,000 | $1.40M | <0.1% | +14,000 | New | History |
| DNBDun & Bradstreet Holdings, Inc. | COM | 115,000 | $1.32M | <0.1% | 00.0% | Unchanged | History |
| BCBrunswick Corp | COM | 14,000 | $1.17M | <0.1% | +14,000 | New | History |
| ICEIntercontinental Exchange, Inc. | Stock | 5,120 | $822.5K | <0.1% | 00.0% | Unchanged | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 11,000 | $729.2K | <0.1% | 00.0% | Unchanged | History |
| SOLVSolventum Corp | Stock | 750 | $52.3K | <0.1% | −72,687−99.0% | Reduced | 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% | – |