Markel Corporation
Latest statistics and disclosures from Markel Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.A, BRK.B, BN, GOOG, AMZN, and represent 24.99% of Markel Group's stock portfolio.
- Added to shares of these 10 stocks: Rio Tinto (+$27M), FERG (+$17M), FNV (+$13M), DE (+$9.9M), YUM (+$9.8M), LPLA (+$9.0M), HCA (+$6.4M), WSO (+$5.5M), LIN (+$5.5M), APD.
- Started 6 new stock positions in ABNB, FERG, Rio Tinto, DPZ, EL, BC.
- Reduced shares in these 10 stocks: RTX (-$23M), Ferguson Plc F (-$14M), WHR (-$13M), EFX (-$7.3M), EA (-$6.9M), SOLV (-$5.1M), CBRL, CVS, BNRE, ULS.
- Sold out of its positions in CVS, CBRL, EA, HGTY.WS, RTX, ULS, BNRE, Ferguson Plc F.
- Markel Group was a net buyer of stock by $102M.
- Markel Group has $11B in assets under management (AUM), dropping by 9.29%.
- Central Index Key (CIK): 0001096343
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Portfolio Holdings for Markel Group
Markel Group holds 132 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 6.9 | $770M | 1.1k | 691180.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 6.3 | $705M | 1.5M | 460.26 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 4.2 | $463M | 8.7M | 53.15 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.1 | $460M | 2.7M | 167.19 |
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| Amazon (AMZN) | 3.4 | $378M | 2.0M | 186.33 |
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| Home Depot (HD) | 3.4 | $373M | 920k | 405.20 |
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| Deere & Company (DE) | 3.3 | $363M | +2% | 869k | 417.33 |
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| Watsco, Incorporated (WSO) | 2.6 | $287M | 583k | 491.88 |
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| Apple (AAPL) | 2.6 | $286M | 1.2M | 233.00 |
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| Visa Com Cl A (V) | 2.5 | $275M | 999k | 274.95 |
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| Analog Devices (ADI) | 2.4 | $269M | 1.2M | 230.17 |
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| Novo-nordisk A S Adr (NVO) | 2.3 | $256M | 2.2M | 119.07 |
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| Microsoft Corporation (MSFT) | 2.0 | $222M | 515k | 430.30 |
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| BlackRock (BLK) | 1.9 | $209M | 220k | 949.51 |
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| Walt Disney Company (DIS) | 1.8 | $195M | 2.0M | 96.19 |
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| Diageo Spon Adr New (DEO) | 1.7 | $192M | 1.4M | 140.34 |
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| Progressive Corporation (PGR) | 1.7 | $191M | 754k | 253.76 |
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| Kkr & Co (KKR) | 1.7 | $190M | 1.5M | 130.58 |
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| Blackstone Group Inc Com Cl A (BX) | 1.7 | $188M | 1.2M | 153.13 |
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| Lowe's Companies (LOW) | 1.7 | $187M | +2% | 691k | 270.85 |
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| Rli (RLI) | 1.7 | $186M | 1.2M | 154.98 |
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| Goldman Sachs (GS) | 1.6 | $178M | 359k | 495.11 |
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| Marsh & McLennan Companies (MMC) | 1.5 | $161M | +2% | 723k | 223.09 |
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| Meta Platforms Cl A (META) | 1.4 | $158M | 275k | 572.44 |
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| Texas Instruments Incorporated (TXN) | 1.3 | $150M | 724k | 207.00 |
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| American Express Company (AXP) | 1.2 | $131M | 484k | 271.20 |
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| Apollo Global Mgmt (APO) | 1.1 | $127M | 1.0M | 124.91 |
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| Caterpillar (CAT) | 1.1 | $125M | +2% | 319k | 391.12 |
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| Lpl Financial Holdings (LPLA) | 1.1 | $121M | +8% | 520k | 232.63 |
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| General Dynamics Corporation (GD) | 1.1 | $118M | 391k | 302.20 |
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| NVR (NVR) | 1.0 | $115M | 12k | 9811.80 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.9 | $104M | 2.2M | 47.29 |
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| Mastercard Incorporated Cl A (MA) | 0.9 | $103M | 208k | 493.80 |
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| Moody's Corporation (MCO) | 0.9 | $102M | 214k | 474.59 |
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| Johnson & Johnson (JNJ) | 0.9 | $99M | 611k | 162.06 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $92M | 555k | 165.85 |
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| Charles Schwab Corporation (SCHW) | 0.8 | $88M | 1.4M | 64.81 |
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| Archer Daniels Midland Company (ADM) | 0.8 | $87M | 1.5M | 59.74 |
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| Illinois Tool Works (ITW) | 0.8 | $86M | 328k | 262.07 |
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| Msci (MSCI) | 0.7 | $83M | 143k | 582.93 |
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| S&p Global (SPGI) | 0.7 | $78M | 151k | 516.62 |
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| Heico Corp Cl A (HEI.A) | 0.7 | $77M | 380k | 203.76 |
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| Linde SHS (LIN) | 0.7 | $74M | +8% | 155k | 476.86 |
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| Rollins (ROL) | 0.7 | $74M | 1.5M | 50.58 |
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| Ecolab (ECL) | 0.6 | $70M | 274k | 255.33 |
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| Dollar General (DG) | 0.6 | $63M | +6% | 742k | 84.57 |
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| Old Dominion Freight Line (ODFL) | 0.5 | $59M | +5% | 295k | 198.64 |
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| Starbucks Corporation (SBUX) | 0.5 | $59M | +5% | 600k | 97.49 |
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| Carlyle Group (CG) | 0.5 | $57M | 1.3M | 43.06 |
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| Norfolk Southern (NSC) | 0.5 | $57M | 230k | 248.50 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $56M | 159k | 353.00 |
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| FactSet Research Systems (FDS) | 0.5 | $54M | 117k | 459.85 |
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| FedEx Corporation (FDX) | 0.5 | $53M | +7% | 195k | 273.68 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $53M | 253k | 210.86 |
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| Investors Title Company (ITIC) | 0.4 | $49M | 213k | 229.80 |
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| Tyson Foods Cl A (TSN) | 0.4 | $47M | 790k | 59.56 |
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| Comcast Corp Cl A (CMCSA) | 0.4 | $45M | 1.1M | 41.77 |
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| Franco-Nevada Corporation (FNV) | 0.4 | $43M | +41% | 346k | 124.25 |
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| Rockwell Automation (ROK) | 0.4 | $42M | 155k | 268.46 |
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| Aon Shs Cl A (AON) | 0.4 | $42M | +5% | 120k | 345.99 |
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| Brown Forman Corp Cl A (BF.A) | 0.4 | $41M | 843k | 48.08 |
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| 3M Company (MMM) | 0.4 | $40M | 294k | 136.70 |
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| Verisk Analytics (VRSK) | 0.3 | $39M | +8% | 145k | 267.96 |
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| Nike CL B (NKE) | 0.3 | $38M | +10% | 429k | 88.40 |
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| Hanover Insurance (THG) | 0.3 | $38M | +5% | 254k | 148.11 |
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| Sherwin-Williams Company (SHW) | 0.3 | $36M | 94k | 381.67 |
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| Costco Wholesale Corporation (COST) | 0.3 | $35M | 39k | 886.52 |
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| T. Rowe Price (TROW) | 0.3 | $34M | 314k | 108.93 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $33M | 56k | 584.56 |
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| Hagerty Cl A Com (HGTY) | 0.3 | $31M | 3.0M | 10.17 |
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| Allstate Corporation (ALL) | 0.3 | $29M | 155k | 189.65 |
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| Rio Tinto | 0.2 | $27M | NEW | 224k | 121.16 |
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| Brown Forman Corp CL B (BF.B) | 0.2 | $23M | 474k | 49.20 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $22M | +20% | 35k | 618.57 |
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| Yum! Brands (YUM) | 0.2 | $22M | +80% | 157k | 139.71 |
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| Equifax (EFX) | 0.2 | $21M | -25% | 73k | 293.86 |
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| Union Pacific Corporation (UNP) | 0.2 | $21M | 86k | 246.48 |
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| United Rentals (URI) | 0.2 | $21M | +17% | 26k | 809.73 |
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| Cable One (CABO) | 0.2 | $21M | +11% | 60k | 349.79 |
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| Target Corporation (TGT) | 0.2 | $21M | 133k | 155.86 |
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| Hca Holdings (HCA) | 0.2 | $21M | +45% | 51k | 406.43 |
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| Paychex (PAYX) | 0.2 | $20M | 150k | 134.19 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.2 | $19M | 70k | 272.40 |
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| Carrier Global Corporation (CARR) | 0.2 | $19M | 235k | 80.49 |
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| Cisco Systems (CSCO) | 0.2 | $18M | 342k | 53.22 |
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| Crown Holdings (CCK) | 0.2 | $18M | 190k | 95.88 |
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| Whirlpool Corporation (WHR) | 0.2 | $17M | -44% | 158k | 107.00 |
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| Ferguson SHS (FERG) | 0.2 | $17M | NEW | 85k | 198.57 |
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| Pepsi (PEP) | 0.1 | $16M | 96k | 170.05 |
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| Air Products & Chemicals (APD) | 0.1 | $16M | +36% | 52k | 297.74 |
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| Choice Hotels International (CHH) | 0.1 | $15M | +4% | 116k | 130.30 |
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| Lamar Advertising Cl A (LAMR) | 0.1 | $15M | +18% | 111k | 133.60 |
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| Scotts Miracle-gro Cl A (SMG) | 0.1 | $15M | 168k | 86.70 |
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| UnitedHealth (UNH) | 0.1 | $14M | +15% | 24k | 584.68 |
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| Iqvia Holdings (IQV) | 0.1 | $14M | 59k | 236.97 |
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| Philip Morris International (PM) | 0.1 | $14M | 115k | 121.40 |
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| Capital One Financial (COF) | 0.1 | $14M | 91k | 149.73 |
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| American Tower Reit (AMT) | 0.1 | $12M | 52k | 232.56 |
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| SEI Investments Company (SEIC) | 0.1 | $12M | 173k | 69.19 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $12M | 115k | 103.94 |
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| Hexcel Corporation (HXL) | 0.1 | $12M | 189k | 61.83 |
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| Graphic Packaging Holding Company (GPK) | 0.1 | $12M | +17% | 395k | 29.59 |
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| Wells Fargo & Company (WFC) | 0.1 | $12M | 205k | 56.49 |
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| O-i Glass (OI) | 0.1 | $11M | +20% | 814k | 13.12 |
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| Transunion (TRU) | 0.1 | $11M | 101k | 104.70 |
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| Celanese Corporation (CE) | 0.1 | $11M | 78k | 135.96 |
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| CarMax (KMX) | 0.1 | $11M | 137k | 77.38 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $9.5M | 26k | 368.53 |
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| Marriott Intl Cl A (MAR) | 0.1 | $8.9M | +63% | 36k | 248.60 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $8.7M | 122k | 71.86 |
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| Eastman Chemical Company (EMN) | 0.1 | $8.4M | 75k | 111.95 |
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| Shopify Cl A (SHOP) | 0.1 | $8.2M | 103k | 80.14 |
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| Hershey Company (HSY) | 0.1 | $6.9M | +67% | 36k | 191.78 |
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| Uber Technologies (UBER) | 0.1 | $6.6M | +23% | 88k | 75.16 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $6.5M | 67k | 96.57 |
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| Insperity (NSP) | 0.1 | $6.2M | +32% | 70k | 88.00 |
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| Comfort Systems USA (FIX) | 0.0 | $5.1M | 13k | 390.35 |
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| Graham Hldgs Com Cl B (GHC) | 0.0 | $4.3M | 5.2k | 821.72 |
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| Ball Corporation (BALL) | 0.0 | $3.5M | 51k | 67.91 |
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| W.R. Berkley Corporation (WRB) | 0.0 | $3.4M | +50% | 61k | 56.73 |
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| Gartner (IT) | 0.0 | $2.9M | 5.7k | 506.76 |
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| Willis Towers Watson SHS (WTW) | 0.0 | $2.5M | 8.6k | 294.53 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $2.4M | NEW | 19k | 126.81 |
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| Domino's Pizza (DPZ) | 0.0 | $1.9M | NEW | 4.5k | 430.14 |
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| Intuit (INTU) | 0.0 | $1.7M | 2.7k | 621.00 |
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| CoStar (CSGP) | 0.0 | $1.4M | 19k | 75.44 |
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| Lauder Estee Cos Cl A (EL) | 0.0 | $1.4M | NEW | 14k | 99.69 |
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| Dun & Bradstreet Hldgs (DNB) | 0.0 | $1.3M | 115k | 11.51 |
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| Brunswick Corporation (BC) | 0.0 | $1.2M | NEW | 14k | 83.82 |
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| Intercontinental Exchange (ICE) | 0.0 | $823k | 5.1k | 160.64 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $729k | 11k | 66.29 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $52k | -98% | 750.00 | 69.72 |
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Past Filings by Markel Group
SEC 13F filings are viewable for Markel Group going back to 2007
- Markel Group 2024 Q3 filed Nov. 1, 2024
- Markel Group 2024 Q2 filed Aug. 2, 2024
- Markel Group 2024 Q1 filed May 3, 2024
- Markel Group 2023 Q4 filed Feb. 2, 2024
- Markel Group 2023 Q3 filed Nov. 3, 2023
- Markel Group 2023 Q2 filed Aug. 4, 2023
- Markel Corp 2023 Q1 filed April 28, 2023
- Markel Corp 2022 Q4 filed Feb. 3, 2023
- Markel Corp 2022 Q3 filed Nov. 4, 2022
- Markel Corp 2022 Q2 filed Aug. 5, 2022
- Markel Corp 2022 Q1 amended filed June 13, 2022
- Markel Corp 2021 Q4 amended filed June 13, 2022
- Markel Corp 2022 Q1 filed April 29, 2022
- Markel Corp 2021 Q4 filed Feb. 4, 2022
- Markel Corp 2021 Q3 filed Nov. 5, 2021
- Markel Corp 2021 Q2 filed Aug. 6, 2021