Markel Group
SuperinvestorMarkel Group Inc.
- SEC CIK
- 0001096343
- Manager
- Tom Gayner
- Style
- Quality, Value
- Latest filing
- Jul 31, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 2, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 135
- +3 vs. Q4 2024
- Portfolio value
- $11.3B
- −$82.8M (−0.7%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SYYSysco Corp | Stock | 9,000 | $675.4K | <0.1% | +9,000 | New | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 11,000 | $677.2K | <0.1% | 00.0% | Unchanged | History |
| EXPEagle Materials Inc | COM | 3,500 | $776.8K | <0.1% | +3,500 | New | History |
| ICEIntercontinental Exchange, Inc. | Stock | 5,120 | $883.2K | <0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 15,000 | $990.0K | <0.1% | 00.0% | Unchanged | History |
| CBOECboe Global Markets, Inc. | COM | 6,000 | $1.36M | <0.1% | +6,000 | New | History |
| CSGPCostar Group, Inc. | COM | 18,600 | $1.47M | <0.1% | 00.0% | Unchanged | History |
| BCBrunswick Corp | COM | 29,500 | $1.59M | <0.1% | +14,500+96.7% | Added | History |
| INTUIntuit Inc. | Stock | 2,720 | $1.67M | <0.1% | 00.0% | Unchanged | History |
| ITGartner Inc | COM | 5,700 | $2.39M | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 9,500 | $2.52M | <0.1% | +6,500+216.7% | Added | History |
| DPZDominos Pizza Inc | COM | 5,500 | $2.53M | <0.1% | 00.0% | Unchanged | History |
| MGMMGM Resorts International | Stock | 85,500 | $2.53M | <0.1% | +45,500+113.8% | Added | History |
| AYIAcuity Inc. (DE) | Stock | 9,750 | $2.57M | <0.1% | +6,750+225.0% | Added | History |
| BALLBALL Corp | COM | 51,000 | $2.66M | <0.1% | 00.0% | Unchanged | History |
| WTWWillis Towers Watson PLC | SHS | 8,627 | $2.92M | <0.1% | 00.0% | Unchanged | History |
| CABOCable One, Inc. | COM | 11,900 | $3.16M | <0.1% | −39,000−76.6% | Reduced | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 18,000 | $3.67M | <0.1% | +14,000+350.0% | Added | History |
| FIXComfort Systems USA Inc | COM | 13,000 | $4.19M | <0.1% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 60,750 | $4.32M | <0.1% | 00.0% | Unchanged | History |
| CECelanese Corp | Stock | 81,300 | $4.62M | <0.1% | 00.0% | Unchanged | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $5.00M | <0.1% | 00.0% | Unchanged | History |
| EMNEastman Chemical Co | Stock | 74,950 | $6.60M | 0.1% | 00.0% | Unchanged | History |
| TRUTransUnion | COM | 101,050 | $8.39M | 0.1% | 00.0% | Unchanged | History |
| SONYSony Group Corp | SPONSORED ADR | 335,000 | $8.51M | 0.1% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 122,000 | $8.89M | 0.1% | +13,000+11.9% | Added | History |
| SMGScotts Miracle-Gro Co | Stock | 168,000 | $9.22M | 0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 54,500 | $9.32M | 0.1% | +9,500+21.1% | Added | History |
| SHOPShopify Inc. | Stock | 102,750 | $9.81M | 0.1% | 00.0% | Unchanged | History |
| OIO-I Glass, Inc. | COM | 874,100 | $10.0M | 0.1% | +50,000+6.1% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 121,500 | $10.2M | 0.1% | 00.0% | Unchanged | History |
| HXLHexcel Corp | COM | 189,000 | $10.3M | 0.1% | 00.0% | Unchanged | History |
| IQVIQVIA Holdings Inc. | Stock | 58,726 | $10.4M | 0.1% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 136,500 | $10.6M | 0.1% | 00.0% | Unchanged | History |
| NSPInsperity, Inc. | COM | 131,728 | $11.8M | 0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 114,620 | $11.8M | 0.1% | 00.0% | Unchanged | History |
| GPKGraphic Packaging Holding Co | COM | 461,225 | $12.0M | 0.1% | +34,000+8.0% | Added | History |
| MARMarriott International Inc | Stock | 52,000 | $12.4M | 0.1% | +5,000+10.6% | Added | History |
| SEICSEI Investments Co | COM | 173,200 | $13.4M | 0.1% | 00.0% | Unchanged | History |
| TGTTarget Corp | Stock | 133,000 | $13.9M | 0.1% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 25,900 | $14.2M | 0.1% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 96,210 | $14.4M | 0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 28,014 | $14.7M | 0.1% | +1,300+4.9% | Added | History |
| WFCWells Fargo & Company | Stock | 204,450 | $14.7M | 0.1% | 00.0% | Unchanged | History |
| CARRCarrier Global Corp | Stock | 235,000 | $14.9M | 0.1% | 00.0% | Unchanged | History |
| CHHChoice Hotels International Inc | COM | 115,500 | $15.3M | 0.1% | 00.0% | Unchanged | History |
| LAMRLamar Advertising Co | REIT | 137,000 | $15.6M | 0.1% | +13,000+10.5% | Added | History |
| BF.BBrown Forman Corp | Stock | 474,187 | $16.1M | 0.1% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 91,000 | $16.3M | 0.1% | 00.0% | Unchanged | History |
| RNRRenaissancere Holdings Ltd | COM | 70,000 | $16.8M | 0.1% | 00.0% | Unchanged | History |
| CCKCrown Holdings, Inc. | COM | 189,500 | $16.9M | 0.2% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 72,850 | $17.7M | 0.2% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 114,500 | $18.2M | 0.2% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 65,000 | $19.2M | 0.2% | +500+0.8% | Added | History |
| URIUnited Rentals, Inc. | COM | 31,150 | $19.5M | 0.2% | +1,500+5.1% | Added | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 123,000 | $19.7M | 0.2% | +17,000+16.0% | Added | History |
| UNPUnion Pacific Corp | Stock | 85,778 | $20.3M | 0.2% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 342,000 | $21.1M | 0.2% | 00.0% | Unchanged | History |
| HCAHCA Healthcare, Inc. | COM | 62,001 | $21.4M | 0.2% | +5,421+9.6% | Added | History |
| ABNBAirbnb, Inc. | Stock | 183,820 | $22.0M | 0.2% | +68,510+59.4% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 45,000 | $22.4M | 0.2% | +3,900+9.5% | Added | History |
| PAYXPaychex Inc | Stock | 150,000 | $23.1M | 0.2% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 61,463 | $27.5M | 0.2% | +5,100+9.0% | Added | History |
| HGTYHagerty, Inc. | CL A COM | 3,108,000 | $28.1M | 0.2% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 843,000 | $28.2M | 0.3% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 445,400 | $28.3M | 0.3% | +13,000+3.0% | Added | History |
| TROWPrice T Rowe Group Inc | Stock | 314,000 | $28.8M | 0.3% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 224,000 | $29.7M | 0.3% | 00.0% | Unchanged | History |
| ALLAllstate Corp | Stock | 154,550 | $32.0M | 0.3% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 94,172 | $32.9M | 0.3% | 00.0% | Unchanged | History |
| YUMYum Brands Inc | Stock | 225,451 | $35.5M | 0.3% | +19,949+9.7% | Added | History |
| CMCSAComcast Corp | Stock | 961,880 | $35.5M | 0.3% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 39,150 | $37.0M | 0.3% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 154,900 | $40.0M | 0.4% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 293,750 | $43.1M | 0.4% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 155,950 | $46.4M | 0.4% | 00.0% | Unchanged | History |
| THGHanover Insurance Group, Inc. | COM | 280,000 | $48.7M | 0.4% | +13,000+4.9% | Added | History |
| ACNAccenture plc | Stock | 159,400 | $49.7M | 0.4% | 00.0% | Unchanged | History |
| TSNTyson Foods, Inc. | Stock | 798,500 | $51.0M | 0.5% | 00.0% | Unchanged | History |
| ITICInvestors Title Co | COM | 213,300 | $51.4M | 0.5% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 129,450 | $51.7M | 0.5% | +3,250+2.6% | Added | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 313,200 | $51.8M | 0.5% | +12,500+4.2% | Added | History |
| FDXFedEx Corp | Stock | 213,000 | $51.9M | 0.5% | +6,500+3.1% | Added | History |
| FDSFactset Research Systems Inc | Stock | 116,720 | $53.1M | 0.5% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 229,500 | $54.4M | 0.5% | 00.0% | Unchanged | History |
| CGCarlyle Group Inc. | COM | 1,327,000 | $57.8M | 0.5% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 623,818 | $61.2M | 0.5% | +6,500+1.1% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 252,550 | $62.0M | 0.6% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 274,300 | $69.5M | 0.6% | 00.0% | Unchanged | History |
| ADMArcher-Daniels-Midland Co | Stock | 1,551,300 | $74.5M | 0.7% | +77,000+5.2% | Added | History |
| DGDollar General Corp | COM | 869,250 | $76.4M | 0.7% | +33,500+4.0% | Added | History |
| SPGIS&P Global Inc. | Stock | 150,690 | $76.6M | 0.7% | 00.0% | Unchanged | History |
| ROLRollins Inc | COM | 1,462,275 | $79.0M | 0.7% | 00.0% | Unchanged | History |
| HEI.AHeico Corp | CL A | 379,644 | $80.1M | 0.7% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 142,850 | $80.8M | 0.7% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 327,500 | $81.2M | 0.7% | 00.0% | Unchanged | History |
| FNVFranco Nevada Corp | Stock | 525,250 | $82.8M | 0.7% | +42,000+8.7% | Added | History |
| LINLinde PLC | Stock | 181,000 | $84.3M | 0.7% | +13,000+7.7% | Added | History |
| NVRNVR Inc | COM | 11,884 | $86.1M | 0.8% | +70+0.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 557,000 | $86.1M | 0.8% | +2,000+0.4% | Added | History |