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 |
|---|---|---|---|---|---|---|---|
| SPOTSpotify Technology S.A. | Stock | 25,900 | $11.6M | 0.1% | 00.0% | Unchanged | History |
| IQVIQVIA Holdings Inc. | Stock | 58,726 | $11.5M | 0.1% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 136,500 | $11.2M | 0.1% | 00.0% | Unchanged | History |
| SMGScotts Miracle-Gro Co | Stock | 168,000 | $11.1M | 0.1% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 102,750 | $10.9M | 0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 114,620 | $10.6M | 0.1% | 00.0% | Unchanged | History |
| NSPInsperity, Inc. | COM | 131,728 | $10.2M | 0.1% | +61,585+87.8% | Added | History |
| TRUTransUnion | COM | 101,050 | $9.37M | 0.1% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 121,500 | $9.33M | 0.1% | 00.0% | Unchanged | History |
| OIO-I Glass, Inc. | COM | 824,100 | $8.93M | 0.1% | +10,000+1.2% | Added | History |
| HSYHershey Co | COM | 45,000 | $7.62M | 0.1% | +9,000+25.0% | Added | History |
| SONYSony Group Corp | SPONSORED ADR | 335,000 | $7.09M | 0.1% | 00.0% | UnchangedConverted for a 5-for-1 split | History |
| EMNEastman Chemical Co | Stock | 74,950 | $6.84M | 0.1% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 109,000 | $6.57M | 0.1% | +21,000+23.9% | Added | History |
| CECelanese Corp | Stock | 81,300 | $5.63M | <0.1% | +3,500+4.5% | Added | History |
| FIXComfort Systems USA Inc | COM | 13,000 | $5.51M | <0.1% | 00.0% | Unchanged | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $4.53M | <0.1% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 60,750 | $3.56M | <0.1% | 00.0% | Unchanged | History |
| BALLBALL Corp | COM | 51,000 | $2.81M | <0.1% | 00.0% | Unchanged | History |
| ITGartner Inc | COM | 5,700 | $2.76M | <0.1% | 00.0% | Unchanged | History |
| WTWWillis Towers Watson PLC | SHS | 8,627 | $2.70M | <0.1% | 00.0% | Unchanged | History |
| DPZDominos Pizza Inc | COM | 5,500 | $2.31M | <0.1% | +1,000+22.2% | Added | History |
| INTUIntuit Inc. | Stock | 2,720 | $1.71M | <0.1% | 00.0% | Unchanged | History |
| MGMMGM Resorts International | Stock | 40,000 | $1.39M | <0.1% | +40,000 | New | History |
| CSGPCostar Group, Inc. | COM | 18,600 | $1.33M | <0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 15,000 | $1.12M | <0.1% | +1,000+7.1% | Added | History |
| BCBrunswick Corp | COM | 15,000 | $970.2K | <0.1% | +1,000+7.1% | Added | History |
| AYIAcuity Inc. (DE) | Stock | 3,000 | $876.4K | <0.1% | +3,000 | New | History |
| ICEIntercontinental Exchange, Inc. | Stock | 5,120 | $762.9K | <0.1% | 00.0% | Unchanged | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 4,000 | $755.9K | <0.1% | +4,000 | New | History |
| CMECME Group Inc. | COM | 3,000 | $696.7K | <0.1% | +3,000 | New | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 11,000 | $550.8K | <0.1% | 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 |