Markel Corp as of Dec. 31, 2019
Portfolio Holdings for Markel Corp
Markel Corp holds 134 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| CarMax (KMX) | 6.0 | $431M | 4.9M | 87.67 | |
| Berkshire Hathaway (BRK.A) | 5.2 | $375M | 1.1k | 339589.66 | |
| Berkshire Hathaway (BRK.B) | 4.8 | $346M | 1.5M | 226.50 | |
| Brookfield Asset Management | 4.7 | $335M | 5.8M | 57.80 | |
| Walt Disney Company (DIS) | 3.7 | $268M | 1.9M | 144.63 | |
| Marriott International (MAR) | 3.3 | $240M | 1.6M | 151.43 | |
| Diageo (DEO) | 3.2 | $227M | 1.3M | 168.42 | |
| Home Depot (HD) | 2.8 | $201M | 920k | 218.38 | |
| Alphabet Inc Class C cs (GOOG) | 2.5 | $181M | 136k | 1337.03 | |
| Amazon (AMZN) | 2.5 | $181M | 98k | 1847.84 | |
| Visa (V) | 2.5 | $180M | 955k | 187.90 | |
| UnitedHealth (UNH) | 2.4 | $176M | 599k | 293.98 | |
| Deere & Company (DE) | 2.4 | $174M | 1.0M | 173.26 | |
| Walgreen Boots Alliance (WBA) | 1.7 | $121M | 2.1M | 58.96 | |
| BlackRock (BLK) | 1.5 | $111M | 220k | 502.67 | |
| Rli (RLI) | 1.5 | $108M | 1.2M | 90.02 | |
| Analog Devices (ADI) | 1.4 | $102M | 856k | 118.84 | |
| Texas Instruments Incorporated (TXN) | 1.3 | $92M | 715k | 128.29 | |
| Automatic Data Processing (ADP) | 1.3 | $91M | 531k | 170.50 | |
| Johnson & Johnson (JNJ) | 1.2 | $89M | 611k | 145.87 | |
| Apple (AAPL) | 1.2 | $88M | 300k | 293.61 | |
| Unilever (UL) | 1.2 | $88M | 1.5M | 57.25 | |
| Goldman Sachs (GS) | 1.1 | $79M | 342k | 229.92 | |
| Microsoft Corporation (MSFT) | 1.0 | $75M | 475k | 157.69 | |
| Watsco, Incorporated (WSO) | 1.0 | $70M | 388k | 180.15 | |
| Lowe's Companies (LOW) | 1.0 | $70M | 581k | 119.76 | |
| General Dynamics Corporation (GD) | 0.9 | $68M | 387k | 176.34 | |
| Blackstone Group Inc Com Cl A (BX) | 0.9 | $68M | 1.2M | 55.94 | |
| Archer Daniels Midland Company (ADM) | 0.9 | $68M | 1.5M | 46.35 | |
| Marsh & McLennan Companies (MMC) | 0.9 | $68M | 610k | 111.43 | |
| Anthem (ELV) | 0.9 | $68M | 224k | 302.03 | |
| Novo Nordisk A/S (NVO) | 0.9 | $62M | 1.1M | 57.88 | |
| MasterCard Incorporated (MA) | 0.8 | $62M | 206k | 298.58 | |
| American Express Company (AXP) | 0.8 | $60M | 481k | 124.50 | |
| Ecolab (ECL) | 0.8 | $59M | 306k | 193.00 | |
| Illinois Tool Works (ITW) | 0.8 | $57M | 319k | 179.64 | |
| Brown-Forman Corporation (BF.A) | 0.7 | $53M | 843k | 62.77 | |
| Charles Schwab Corporation (SCHW) | 0.7 | $52M | 1.1M | 47.56 | |
| Moody's Corporation (MCO) | 0.7 | $50M | 210k | 237.41 | |
| Apollo Global Management 'a' | 0.7 | $48M | 1.0M | 47.69 | |
| Progressive Corporation (PGR) | 0.6 | $46M | 640k | 72.38 | |
| Starbucks Corporation (SBUX) | 0.6 | $46M | 520k | 87.93 | |
| Norfolk Southern (NSC) | 0.6 | $45M | 230k | 194.12 | |
| Scotts Miracle-Gro Company (SMG) | 0.6 | $45M | 422k | 106.17 | |
| Travelers Companies (TRV) | 0.6 | $43M | 315k | 136.95 | |
| Caterpillar (CAT) | 0.6 | $42M | 284k | 147.70 | |
| Colfax Corporation | 0.6 | $41M | 1.1M | 36.38 | |
| 3M Company (MMM) | 0.6 | $40M | 229k | 176.42 | |
| S&p Global (SPGI) | 0.6 | $40M | 147k | 273.00 | |
| Kkr & Co (KKR) | 0.6 | $40M | 1.4M | 29.18 | |
| Whirlpool Corporation (WHR) | 0.5 | $39M | 263k | 147.61 | |
| Carlyle Group | 0.5 | $39M | 1.2M | 32.09 | |
| Hasbro (HAS) | 0.5 | $38M | 364k | 105.61 | |
| T. Rowe Price (TROW) | 0.5 | $38M | 314k | 121.84 | |
| Nike (NKE) | 0.5 | $37M | 366k | 101.30 | |
| Stericycle (SRCL) | 0.5 | $36M | 568k | 63.80 | |
| Mohawk Industries (MHK) | 0.5 | $36M | 261k | 136.40 | |
| Msci (MSCI) | 0.5 | $35M | 137k | 258.00 | |
| Live Nation Entertainment (LYV) | 0.5 | $35M | 489k | 71.43 | |
| United Technologies Corporation | 0.5 | $34M | 224k | 149.76 | |
| Accenture (ACN) | 0.5 | $34M | 159k | 210.57 | |
| Investors Title Company (ITIC) | 0.5 | $34M | 213k | 159.20 | |
| Brown-Forman Corporation (BF.B) | 0.5 | $32M | 474k | 67.60 | |
| Tyson Foods (TSN) | 0.5 | $32M | 356k | 91.00 | |
| NVR (NVR) | 0.4 | $32M | 8.4k | 3810.00 | |
| Boeing Company (BA) | 0.4 | $31M | 94k | 325.80 | |
| FactSet Research Systems (FDS) | 0.4 | $31M | 117k | 268.30 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $30M | 216k | 139.40 | |
| HEICO Corporation (HEI.A) | 0.4 | $31M | 342k | 89.59 | |
| Facebook Inc cl a (META) | 0.4 | $29M | 143k | 205.27 | |
| Rockwell Automation (ROK) | 0.4 | $28M | 140k | 202.66 | |
| Rollins (ROL) | 0.4 | $27M | 819k | 33.15 | |
| Southwest Airlines (LUV) | 0.4 | $27M | 491k | 54.00 | |
| SEI Investments Company (SEIC) | 0.3 | $25M | 383k | 65.47 | |
| Liberty Broadband Corporation (LBRDA) | 0.3 | $26M | 205k | 124.55 | |
| Liberty Media Corp Delaware Com C Siriusxm | 0.3 | $25M | 522k | 48.14 | |
| CVS Caremark Corporation (CVS) | 0.3 | $25M | 332k | 74.50 | |
| Parker-Hannifin Corporation (PH) | 0.3 | $24M | 119k | 205.90 | |
| Delta Air Lines (DAL) | 0.3 | $24M | 417k | 58.50 | |
| Comcast Corporation (CMCSA) | 0.3 | $23M | 521k | 44.97 | |
| Liberty Broadband Cl C (LBRDK) | 0.3 | $22M | 172k | 125.74 | |
| Choice Hotels International (CHH) | 0.3 | $21M | 203k | 103.33 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.3 | $21M | 426k | 48.35 | |
| Pepsi (PEP) | 0.3 | $20M | 146k | 136.68 | |
| Linde | 0.3 | $20M | 94k | 212.88 | |
| Sherwin-Williams Company (SHW) | 0.2 | $18M | 31k | 583.55 | |
| Cisco Systems (CSCO) | 0.2 | $16M | 342k | 47.96 | |
| Microchip Technology (MCHP) | 0.2 | $17M | 159k | 104.75 | |
| Activision Blizzard | 0.2 | $17M | 281k | 59.44 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $17M | 13k | 1339.39 | |
| Maxim Integrated Products | 0.2 | $16M | 252k | 61.51 | |
| Equifax (EFX) | 0.2 | $15M | 108k | 140.12 | |
| Union Pacific Corporation (UNP) | 0.2 | $15M | 85k | 180.81 | |
| International Flavors & Fragrances (IFF) | 0.2 | $14M | 106k | 129.00 | |
| Hexcel Corporation (HXL) | 0.2 | $14M | 184k | 73.25 | |
| Healthcare Services (HCSG) | 0.2 | $14M | 574k | 24.30 | |
| Bank of New York Mellon Corporation (BK) | 0.2 | $13M | 254k | 50.33 | |
| Paychex (PAYX) | 0.2 | $13M | 150k | 85.06 | |
| Electronic Arts (EA) | 0.2 | $13M | 122k | 107.78 | |
| Liberty Media Corp Series C Li | 0.2 | $12M | 260k | 45.97 | |
| Costco Wholesale Corporation (COST) | 0.2 | $12M | 39k | 293.92 | |
| Dollar Tree (DLTR) | 0.2 | $12M | 123k | 94.08 | |
| Verisk Analytics (VRSK) | 0.1 | $11M | 74k | 149.00 | |
| American Tower Reit (AMT) | 0.1 | $11M | 48k | 230.00 | |
| Philip Morris International (PM) | 0.1 | $9.7M | 115k | 85.09 | |
| Liberty Media Corp Del Com Ser | 0.1 | $10M | 230k | 43.79 | |
| Wells Fargo & Company (WFC) | 0.1 | $9.4M | 175k | 53.81 | |
| Cdk Global Inc equities | 0.1 | $9.7M | 177k | 54.69 | |
| McKesson Corporation (MCK) | 0.1 | $8.7M | 63k | 138.30 | |
| Crown Holdings (CCK) | 0.1 | $8.1M | 112k | 72.54 | |
| Aon | 0.1 | $7.7M | 37k | 208.30 | |
| Cable One (CABO) | 0.1 | $7.7M | 5.2k | 1488.46 | |
| Transunion (TRU) | 0.1 | $7.5M | 87k | 85.67 | |
| Albemarle Corporation (ALB) | 0.1 | $5.3M | 73k | 73.04 | |
| Liberty Global Inc Com Ser A | 0.1 | $4.1M | 179k | 22.67 | |
| Trupanion (TRUP) | 0.1 | $4.1M | 110k | 37.40 | |
| O-i Glass (OI) | 0.1 | $4.2M | 350k | 11.93 | |
| Alleghany Corporation | 0.1 | $3.5M | 4.3k | 799.68 | |
| Discovery Communications | 0.1 | $3.6M | 117k | 30.49 | |
| Penske Automotive (PAG) | 0.1 | $3.6M | 72k | 50.20 | |
| Graham Hldgs (GHC) | 0.1 | $3.3M | 5.2k | 639.04 | |
| Ball Corporation (BALL) | 0.0 | $2.7M | 42k | 64.67 | |
| AutoNation (AN) | 0.0 | $2.1M | 44k | 48.33 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $1.9M | 27k | 69.11 | |
| Shake Shack Inc cl a (SHAK) | 0.0 | $1.8M | 30k | 59.67 | |
| Kraft Heinz (KHC) | 0.0 | $2.2M | 68k | 32.13 | |
| D.R. Horton (DHI) | 0.0 | $1.7M | 31k | 52.94 | |
| Citigroup (C) | 0.0 | $1.6M | 20k | 79.55 | |
| Anheuser-Busch InBev NV (BUD) | 0.0 | $1.1M | 13k | 82.08 | |
| Lennar Corporation (LEN.B) | 0.0 | $1.1M | 24k | 44.70 | |
| Booking Holdings (BKNG) | 0.0 | $411k | 200.00 | 2055.00 | |
| IAC/InterActive | 0.0 | $286k | 1.2k | 248.70 | |
| Lennar Corporation (LEN) | 0.0 | $333k | 5.9k | 56.36 | |
| Illumina (ILMN) | 0.0 | $332k | 1.0k | 332.00 |
