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 |
|---|---|---|---|---|---|---|---|
| MCOMoodys Corp | Stock | 213,890 | $99.6M | 0.9% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 610,800 | $101.3M | 0.9% | 00.0% | Unchanged | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 2,193,953 | $106.3M | 0.9% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 391,000 | $106.6M | 0.9% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 1,364,800 | $106.8M | 0.9% | +1,000+0.1% | Added | History |
| CATCaterpillar Inc | Stock | 328,050 | $108.2M | 1.0% | +3,250+1.0% | Added | History |
| MAMastercard Inc | Stock | 207,540 | $113.8M | 1.0% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 724,000 | $130.1M | 1.2% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 484,250 | $130.3M | 1.2% | 00.0% | Unchanged | History |
| APOApollo Global Management, Inc. | COM | 1,012,500 | $138.7M | 1.2% | 00.0% | Unchanged | History |
| DEODiageo PLC | SPON ADR NEW | 1,366,708 | $143.2M | 1.3% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 2,150,000 | $149.3M | 1.3% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 280,081 | $161.4M | 1.4% | +1,700+0.6% | Added | History |
| LOWLowes Companies Inc | Stock | 708,230 | $165.2M | 1.5% | +6,750+1.0% | Added | History |
| KKRKKR & Co. Inc. | COM | 1,451,800 | $167.8M | 1.5% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,229,000 | $171.8M | 1.5% | 00.0% | Unchanged | History |
| LPLALPL Financial Holdings Inc. | COM | 539,104 | $176.4M | 1.6% | +6,700+1.3% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 743,500 | $181.4M | 1.6% | +8,000+1.1% | Added | History |
| RLIRli Corp | COM | 2,394,544 | $192.4M | 1.7% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| MSFTMicrosoft Corp | Stock | 522,730 | $196.2M | 1.7% | +3,250+0.6% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 359,360 | $196.3M | 1.7% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 2,031,665 | $200.5M | 1.8% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | Stock | 220,200 | $208.4M | 1.9% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 753,750 | $213.3M | 1.9% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 1,167,671 | $235.5M | 2.1% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 1,227,290 | $272.6M | 2.4% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 590,500 | $300.2M | 2.7% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 920,000 | $337.2M | 3.0% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 999,285 | $350.2M | 3.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 2,030,760 | $386.4M | 3.4% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 877,700 | $411.9M | 3.7% | +2,750+0.3% | Added | History |
| GOOGAlphabet Inc. | Stock | 2,749,860 | $429.6M | 3.8% | 00.0% | Unchanged | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 8,715,741 | $456.8M | 4.1% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,531,971 | $815.9M | 7.2% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1,114 | $889.5M | 7.9% | 00.0% | Unchanged | History |