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 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 555,000 | $105.1M | 0.9% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 207,540 | $109.3M | 1.0% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 324,800 | $117.8M | 1.0% | +6,050+1.9% | Added | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 2,193,953 | $118.9M | 1.0% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $135.8M | 1.2% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 484,250 | $143.7M | 1.3% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 735,500 | $156.2M | 1.4% | +13,000+1.8% | Added | History |
| METAMeta Platforms, Inc. | Stock | 278,381 | $163.0M | 1.4% | +3,150+1.1% | Added | History |
| APOApollo Global Management, Inc. | COM | 1,012,500 | $167.2M | 1.5% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 701,480 | $173.1M | 1.5% | +11,000+1.6% | Added | History |
| DEODiageo PLC | SPON ADR NEW | 1,366,708 | $173.7M | 1.5% | 00.0% | Unchanged | History |
| LPLALPL Financial Holdings Inc. | COM | 532,404 | $173.8M | 1.5% | +12,000+2.3% | Added | History |
| PGRProgressive Corp | Stock | 753,750 | $180.6M | 1.6% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 2,150,000 | $184.9M | 1.6% | 00.0% | Unchanged | History |
| RLIRli Corp | COM | 1,197,272 | $197.3M | 1.7% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 359,360 | $205.8M | 1.8% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,229,000 | $211.9M | 1.9% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 1,451,800 | $214.7M | 1.9% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 519,480 | $219.0M | 1.9% | +4,500+0.9% | Added | History |
| BLKBlackRock, Inc. | Stock | 220,200 | $225.7M | 2.0% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 2,031,665 | $226.2M | 2.0% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 1,167,671 | $248.1M | 2.2% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 590,500 | $279.8M | 2.5% | +8,000+1.4% | Added | History |
| AAPLApple Inc. | Stock | 1,227,290 | $307.3M | 2.7% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 999,285 | $315.8M | 2.8% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 920,000 | $357.9M | 3.2% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 874,950 | $370.7M | 3.3% | +5,850+0.7% | Added | History |
| AMZNAmazon Com Inc | Stock | 2,030,760 | $445.5M | 3.9% | 00.0% | Unchanged | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 8,715,741 | $500.7M | 4.4% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,749,860 | $523.7M | 4.6% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $694.4M | 6.1% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $758.5M | 6.7% | 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 |