Markel Group
SuperinvestorMarkel Group Inc.
- SEC CIK
- 0001096343
- Manager
- Tom Gayner
- Style
- Quality, Value
- Latest filing
- Jul 31, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 7, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 132
- 0 vs. Q3 2024
- Portfolio value
- $11.3B
- +$233.7M (+2.1%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BUDAnheuser-Busch InBev SA/NV | ADR | 11,000 | $550.8K | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 3,000 | $696.7K | <0.1% | +3,000 | New | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 4,000 | $755.9K | <0.1% | +4,000 | New | History |
| ICEIntercontinental Exchange, Inc. | Stock | 5,120 | $762.9K | <0.1% | 00.0% | Unchanged | History |
| AYIAcuity Inc. (DE) | Stock | 3,000 | $876.4K | <0.1% | +3,000 | New | History |
| BCBrunswick Corp | COM | 15,000 | $970.2K | <0.1% | +1,000+7.1% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 15,000 | $1.12M | <0.1% | +1,000+7.1% | Added | History |
| CSGPCostar Group, Inc. | COM | 18,600 | $1.33M | <0.1% | 00.0% | Unchanged | History |
| MGMMGM Resorts International | Stock | 40,000 | $1.39M | <0.1% | +40,000 | New | History |
| INTUIntuit Inc. | Stock | 2,720 | $1.71M | <0.1% | 00.0% | Unchanged | History |
| DPZDominos Pizza Inc | COM | 5,500 | $2.31M | <0.1% | +1,000+22.2% | Added | History |
| WTWWillis Towers Watson PLC | SHS | 8,627 | $2.70M | <0.1% | 00.0% | Unchanged | History |
| ITGartner Inc | COM | 5,700 | $2.76M | <0.1% | 00.0% | Unchanged | History |
| BALLBALL Corp | COM | 51,000 | $2.81M | <0.1% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 60,750 | $3.56M | <0.1% | 00.0% | Unchanged | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $4.53M | <0.1% | 00.0% | Unchanged | History |
| FIXComfort Systems USA Inc | COM | 13,000 | $5.51M | <0.1% | 00.0% | Unchanged | History |
| CECelanese Corp | Stock | 81,300 | $5.63M | <0.1% | +3,500+4.5% | Added | History |
| UBERUber Technologies, Inc | Stock | 109,000 | $6.57M | 0.1% | +21,000+23.9% | Added | History |
| EMNEastman Chemical Co | Stock | 74,950 | $6.84M | 0.1% | 00.0% | Unchanged | History |
| SONYSony Group Corp | SPONSORED ADR | 335,000 | $7.09M | 0.1% | 00.0% | UnchangedConverted for a 5-for-1 split | History |
| HSYHershey Co | COM | 45,000 | $7.62M | 0.1% | +9,000+25.0% | Added | History |
| OIO-I Glass, Inc. | COM | 824,100 | $8.93M | 0.1% | +10,000+1.2% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 121,500 | $9.33M | 0.1% | 00.0% | Unchanged | History |
| TRUTransUnion | COM | 101,050 | $9.37M | 0.1% | 00.0% | Unchanged | History |
| NSPInsperity, Inc. | COM | 131,728 | $10.2M | 0.1% | +61,585+87.8% | Added | History |
| OTISOtis Worldwide Corp | Stock | 114,620 | $10.6M | 0.1% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 102,750 | $10.9M | 0.1% | 00.0% | Unchanged | History |
| SMGScotts Miracle-Gro Co | Stock | 168,000 | $11.1M | 0.1% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 136,500 | $11.2M | 0.1% | 00.0% | Unchanged | History |
| IQVIQVIA Holdings Inc. | Stock | 58,726 | $11.5M | 0.1% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 25,900 | $11.6M | 0.1% | 00.0% | Unchanged | History |
| GPKGraphic Packaging Holding Co | COM | 427,225 | $11.6M | 0.1% | +32,500+8.2% | Added | History |
| HXLHexcel Corp | COM | 189,000 | $11.9M | 0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 47,000 | $13.1M | 0.1% | +11,000+30.6% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 26,714 | $13.5M | 0.1% | +2,650+11.0% | Added | History |
| PMPhilip Morris International Inc. | Stock | 114,500 | $13.8M | 0.1% | 00.0% | Unchanged | History |
| SEICSEI Investments Co | COM | 173,200 | $14.3M | 0.1% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 204,450 | $14.4M | 0.1% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 96,210 | $14.6M | 0.1% | 00.0% | Unchanged | History |
| LAMRLamar Advertising Co | REIT | 124,000 | $15.1M | 0.1% | +13,000+11.7% | Added | History |
| ABNBAirbnb, Inc. | Stock | 115,310 | $15.2M | 0.1% | +96,160+502.1% | Added | History |
| CCKCrown Holdings, Inc. | COM | 189,500 | $15.7M | 0.1% | 00.0% | Unchanged | History |
| CARRCarrier Global Corp | Stock | 235,000 | $16.0M | 0.1% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 91,000 | $16.2M | 0.1% | 00.0% | Unchanged | History |
| CHHChoice Hotels International Inc | COM | 115,500 | $16.4M | 0.1% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 56,580 | $17.0M | 0.1% | +5,650+11.1% | Added | History |
| RNRRenaissancere Holdings Ltd | COM | 70,000 | $17.4M | 0.2% | 00.0% | Unchanged | History |
| TGTTarget Corp | Stock | 133,000 | $18.0M | 0.2% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 474,187 | $18.0M | 0.2% | 00.0% | Unchanged | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 106,000 | $18.4M | 0.2% | +21,500+25.4% | Added | History |
| CABOCable One, Inc. | COM | 50,900 | $18.4M | 0.2% | −9,150−15.2% | Reduced | History |
| EFXEquifax Inc | COM | 72,850 | $18.6M | 0.2% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 64,500 | $18.7M | 0.2% | +12,500+24.0% | Added | History |
| UNPUnion Pacific Corp | Stock | 85,778 | $19.6M | 0.2% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 342,000 | $20.2M | 0.2% | 00.0% | Unchanged | History |
| URIUnited Rentals, Inc. | COM | 29,650 | $20.9M | 0.2% | +3,700+14.3% | Added | History |
| PAYXPaychex Inc | Stock | 150,000 | $21.0M | 0.2% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 41,100 | $21.4M | 0.2% | +5,700+16.1% | Added | History |
| RTXRTX Corp | Stock | 224,000 | $25.9M | 0.2% | +224,000 | New | History |
| LMTLockheed Martin Corp | Stock | 56,363 | $27.4M | 0.2% | 00.0% | Unchanged | History |
| YUMYum Brands Inc | Stock | 205,502 | $27.6M | 0.2% | +49,000+31.3% | Added | History |
| ALLAllstate Corp | Stock | 154,550 | $29.8M | 0.3% | 00.0% | Unchanged | History |
| HGTYHagerty, Inc. | CL A COM | 3,108,000 | $30.0M | 0.3% | +108,000+3.6% | Added | History |
| BF.ABrown Forman Corp | CL A | 843,000 | $31.8M | 0.3% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 94,172 | $32.0M | 0.3% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 432,400 | $32.7M | 0.3% | +3,500+0.8% | Added | History |
| TROWPrice T Rowe Group Inc | Stock | 314,000 | $35.5M | 0.3% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 39,150 | $35.9M | 0.3% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 961,880 | $36.1M | 0.3% | −119,361−11.0% | Reduced | History |
| MMM3M Co | Stock | 293,750 | $37.9M | 0.3% | 00.0% | Unchanged | History |
| THGHanover Insurance Group, Inc. | COM | 267,000 | $41.3M | 0.4% | +13,000+5.1% | Added | History |
| VRSKVerisk Analytics, Inc. | COM | 155,950 | $43.0M | 0.4% | +11,000+7.6% | Added | History |
| ROKRockwell Automation, Inc | Stock | 154,900 | $44.3M | 0.4% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 126,200 | $45.3M | 0.4% | +6,050+5.0% | Added | History |
| TSNTyson Foods, Inc. | Stock | 798,500 | $45.9M | 0.4% | +9,000+1.1% | Added | History |
| ITICInvestors Title Co | COM | 213,300 | $50.5M | 0.4% | 00.0% | Unchanged | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 300,700 | $53.0M | 0.5% | +5,700+1.9% | Added | History |
| NSCNorfolk Southern Corp | Stock | 229,500 | $53.9M | 0.5% | 00.0% | Unchanged | History |
| FDSFactset Research Systems Inc | Stock | 116,720 | $56.1M | 0.5% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 159,400 | $56.1M | 0.5% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 617,318 | $56.3M | 0.5% | +17,000+2.8% | Added | History |
| FNVFranco Nevada Corp | Stock | 483,250 | $56.8M | 0.5% | +137,750+39.9% | Added | History |
| FDXFedEx Corp | Stock | 206,500 | $58.1M | 0.5% | +11,500+5.9% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 252,550 | $60.5M | 0.5% | 00.0% | Unchanged | History |
| DGDollar General Corp | COM | 835,750 | $63.4M | 0.6% | +93,500+12.6% | Added | History |
| ECLEcolab Inc. | Stock | 274,300 | $64.3M | 0.6% | 00.0% | Unchanged | History |
| CGCarlyle Group Inc. | COM | 1,327,000 | $67.0M | 0.6% | 00.0% | Unchanged | History |
| ROLRollins Inc | COM | 1,462,275 | $67.8M | 0.6% | +9,000+0.6% | Added | History |
| LINLinde PLC | Stock | 168,000 | $70.3M | 0.6% | +13,000+8.4% | Added | History |
| HEI.AHeico Corp | CL A | 379,644 | $70.6M | 0.6% | 00.0% | Unchanged | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,474,300 | $74.5M | 0.7% | +11,000+0.8% | Added | History |
| SPGIS&P Global Inc. | Stock | 150,690 | $75.0M | 0.7% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 327,500 | $83.0M | 0.7% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 142,850 | $85.7M | 0.8% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 610,800 | $88.3M | 0.8% | 00.0% | Unchanged | History |
| NVRNVR Inc | COM | 11,814 | $96.6M | 0.9% | +110+0.9% | Added | History |
| SCHWSchwab Charles Corp | Stock | 1,363,800 | $100.9M | 0.9% | +13,000+1.0% | Added | History |
| MCOMoodys Corp | Stock | 213,890 | $101.2M | 0.9% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 391,000 | $103.0M | 0.9% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (5)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| Rio Tinto PLC755130000 | COMMON STOCK | 224,000 | $27.1M | 0.2% | – |
| WHRWhirlpool Corp | Stock | 157,619 | $16.9M | 0.2% | History |
| AMTAmerican Tower Corp | REIT | 51,910 | $12.1M | 0.1% | History |
| DNBDun & Bradstreet Holdings, Inc. | COM | 115,000 | $1.32M | <0.1% | History |
| SOLVSolventum Corp | Stock | 750 | $52.3K | <0.1% | History |