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Giverny Capital

Superinvestor

Giverny Capital Inc.

SEC CIK
0001641864
Manager
François Rochon
Style
Quality
Latest filing
Aug 26, 2026

MKL holding history

Markel Group Inc. in every 13F filed by Giverny Capital, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MKL overviewAll 13F holders of MKLFull Q2 2026 holdings

Shares (Q2 2026)
30,877
Value
$60.3M
% of portfolio
2.0%
Quarters held
22
Since Q1 2021
Holdings of MKL by Giverny Capital, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,877$60.3M2.0%−12,067−28.1%ReducedHolders
Q1 202642,944$82.2M3.0%−1,034−2.4%ReducedHolders
Q4 202543,978$94.5M3.2%+149+0.3%AddedHolders
Q3 202543,829$83.8M2.8%+133+0.3%AddedHolders
Q2 202543,696$87.3M3.0%+294+0.7%AddedHolders
Q1 202543,402$81.1M3.0%+71+0.2%AddedHolders
Q4 202443,331$74.8M2.7%+647+1.5%AddedHolders
Q3 202442,684$67.0M2.5%+1,213+2.9%AddedHolders
Q2 202441,471$65.3M2.8%−39,078−48.5%ReducedHolders
Q1 202480,549$122.6M5.0%+1,369+1.7%AddedHolders
Q4 202379,180$112.4M5.3%−5,345−6.3%ReducedHolders
Q3 202384,525$124.5M6.8%+719+0.9%AddedHolders
Q2 202383,806$115.9M6.1%+4,210+5.3%AddedHolders
Q1 202379,596$101.7M6.1%−1,764−2.2%ReducedHolders
Q4 202281,360$107.2M6.6%−793−1.0%ReducedHolders
Q3 202282,153$89.1M6.0%+1,624+2.0%AddedHolders
Q2 202280,529$104.1M6.9%+1,970+2.5%AddedHolders
Q1 202278,559$115.9M6.5%+2,245+2.9%AddedHolders
Q4 202176,314$94.2M5.0%+2,102+2.8%AddedHolders
Q3 202174,212$88.7M5.3%+2,900+4.1%AddedHolders
Q2 202171,312$84.6M5.1%+3,230+4.7%AddedHolders
Q1 202168,082$77.6M5.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.