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 |
|---|---|---|---|---|---|---|---|
| NSPInsperity, Inc. | COM | 131,728 | $11.8M | 0.1% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 136,500 | $10.6M | 0.1% | 00.0% | Unchanged | History |
| IQVIQVIA Holdings Inc. | Stock | 58,726 | $10.4M | 0.1% | 00.0% | Unchanged | History |
| HXLHexcel Corp | COM | 189,000 | $10.3M | 0.1% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 121,500 | $10.2M | 0.1% | 00.0% | Unchanged | History |
| OIO-I Glass, Inc. | COM | 874,100 | $10.0M | 0.1% | +50,000+6.1% | Added | History |
| SHOPShopify Inc. | Stock | 102,750 | $9.81M | 0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 54,500 | $9.32M | 0.1% | +9,500+21.1% | Added | History |
| SMGScotts Miracle-Gro Co | Stock | 168,000 | $9.22M | 0.1% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 122,000 | $8.89M | 0.1% | +13,000+11.9% | Added | History |
| SONYSony Group Corp | SPONSORED ADR | 335,000 | $8.51M | 0.1% | 00.0% | Unchanged | History |
| TRUTransUnion | COM | 101,050 | $8.39M | 0.1% | 00.0% | Unchanged | History |
| EMNEastman Chemical Co | Stock | 74,950 | $6.60M | 0.1% | 00.0% | Unchanged | History |
| GHCGraham Holdings Co | COM CL B | 5,200 | $5.00M | <0.1% | 00.0% | Unchanged | History |
| CECelanese Corp | Stock | 81,300 | $4.62M | <0.1% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 60,750 | $4.32M | <0.1% | 00.0% | Unchanged | History |
| FIXComfort Systems USA Inc | COM | 13,000 | $4.19M | <0.1% | 00.0% | Unchanged | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 18,000 | $3.67M | <0.1% | +14,000+350.0% | Added | History |
| CABOCable One, Inc. | COM | 11,900 | $3.16M | <0.1% | −39,000−76.6% | Reduced | History |
| WTWWillis Towers Watson PLC | SHS | 8,627 | $2.92M | <0.1% | 00.0% | Unchanged | History |
| BALLBALL Corp | COM | 51,000 | $2.66M | <0.1% | 00.0% | Unchanged | History |
| AYIAcuity Inc. (DE) | Stock | 9,750 | $2.57M | <0.1% | +6,750+225.0% | Added | History |
| MGMMGM Resorts International | Stock | 85,500 | $2.53M | <0.1% | +45,500+113.8% | Added | History |
| DPZDominos Pizza Inc | COM | 5,500 | $2.53M | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 9,500 | $2.52M | <0.1% | +6,500+216.7% | Added | History |
| ITGartner Inc | COM | 5,700 | $2.39M | <0.1% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 2,720 | $1.67M | <0.1% | 00.0% | Unchanged | History |
| BCBrunswick Corp | COM | 29,500 | $1.59M | <0.1% | +14,500+96.7% | Added | History |
| CSGPCostar Group, Inc. | COM | 18,600 | $1.47M | <0.1% | 00.0% | Unchanged | History |
| CBOECboe Global Markets, Inc. | COM | 6,000 | $1.36M | <0.1% | +6,000 | New | History |
| ELEstee Lauder Companies Inc | CL A | 15,000 | $990.0K | <0.1% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 5,120 | $883.2K | <0.1% | 00.0% | Unchanged | History |
| EXPEagle Materials Inc | COM | 3,500 | $776.8K | <0.1% | +3,500 | New | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 11,000 | $677.2K | <0.1% | 00.0% | Unchanged | History |
| SYYSysco Corp | Stock | 9,000 | $675.4K | <0.1% | +9,000 | New | History |