Markel Corporation

Latest statistics and disclosures from Markel's latest quarterly 13F-HR filing:

Companies in the Markel portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
CarMax (KMX) 6.56 4.91M 86.83
Berkshire Hathaway (BRK.A) 5.36 1096 318350.00
Berkshire Hathaway (BRK.B) 4.99 1.52M 213.17
Brookfield Asset Management (BAM.A) 4.23 5.76M 47.78
Walt Disney Company (DIS) 3.91 1.82M 139.64
Diageo (DEO) 3.58 1.35M 172.32
Marriott International (MAR) 3.36 1.56M 140.29
Home Depot (HD) 2.94 920000 207.97
Amazon (AMZN) 2.76 94707 1893.61
Deere & Company (DE) 2.56 1.01M 165.71
Visa (V) 2.50 938300 173.55
UnitedHealth (UNH) 2.25 599000 244.01
Alphabet Inc Class C cs 2.14 129023 +4% 1080.92
Walgreen Boots Alliance 1.81 2.15M 54.67
RLI (RLI) 1.58 1.20M 85.71
BlackRock (BLK) 1.54 212800 +2% 469.33
Unilever (UL) 1.46 1.53M 62.00
Analog Devices (ADI) 1.41 812811 +7% 112.87
Automatic Data Processing (ADP) 1.35 530700 165.33
Johnson & Johnson (JNJ) 1.31 610800 139.28
Texas Instruments Incorporated (TXN) 1.19 677000 +2% 114.76
General Dynamics Corporation (GD) 1.08 387000 181.82
Anthem 0.97 224000 282.21
Goldman Sachs (GS) 0.94 297600 +76% 204.59
Marsh & McLennan Companies (MMC) 0.93 609500 99.77
Microsoft Corporation (MSFT) 0.92 446400 +8% 133.96
Archer Daniels Midland Company (ADM) 0.92 1.46M 40.80
Watsco, Incorporated (WSO) 0.90 356000 +8% 163.53
Apple (AAPL) 0.88 290485 +7% 197.93
Lowe's Companies (LOW) 0.88 570000 100.91
American Express Company (AXP) 0.86 451000 +15% 123.40
Ecolab (ECL) 0.86 283800 +2% 197.43
Novo Nordisk A/S (NVO) 0.84 1.07M 51.04
Blackstone (BX) 0.82 1.21M +2% 44.41
MasterCard Incorporated (MA) 0.79 194600 +3% 264.53
Travelers Companies (TRV) 0.72 315000 149.52
Brown-Forman Corporation (BF.A) 0.71 843000 55.00
Norfolk Southern (NSC) 0.70 229500 199.33
Progressive Corporation (PGR) 0.66 538000 +15% 79.93
Charles Schwab Corporation (SCHW) 0.65 1.06M 40.19
Starbucks Corporation (SBUX) 0.63 490418 +6% 83.82
Moody's Corporation (MCO) 0.60 201080 195.31
Hasbro (HAS) 0.59 364000 105.68
Caterpillar (CAT) 0.58 278000 136.30
Illinois Tool Works (ITW) 0.58 251000 +9% 150.81
Scotts Miracle-Gro Company (SMG) 0.57 378000 +26% 98.49
3M Company (MMM) 0.55 208000 173.33
Investors Title Company (ITIC) 0.55 213300 167.00
T. Rowe Price (TROW) 0.53 314000 109.72
Boeing Company (BA) 0.53 94400 364.03
Apollo Global Management 'a' 0.53 1.01M +2% 34.31
Whirlpool Corporation (WHR) 0.52 237319 +21% 143.48
HEICO Corporation (HEI.A) 0.52 326145 +7% 103.35
S&p Global 0.52 147000 228.00
Kkr & Co Lp 0.52 1.33M +2% 25.28
FactSet Research Systems (FDS) 0.51 116220 286.57
Discovery Communications (DISCK) 0.51 1.18M 28.47
MSCI (MSCI) 0.50 137000 239.00
Live Nation Entertainment (LYV) 0.50 488700 66.29
Colfax Corporation (CFX) 0.49 1.14M 28.03
NIKE (NKE) 0.47 366000 83.95
United Technologies Corporation (UTX) 0.45 224000 130.20
Accenture 0.45 159400 184.77
Rollins (ROL) 0.44 798050 35.88
Stericycle (SRCL) 0.42 569500 +4% 47.76
Facebook Inc cl a 0.42 141530 193.01
Carlyle Group L P 0.41 1.18M +2% 22.61
CME (CME) 0.40 135000 194.20
Brown-Forman Corporation (BF.B) 0.40 474187 55.43
Tyson Foods (TSN) 0.39 311000 +8% 80.74
Comcast Corporation (CMCSA) 0.33 512000 +16% 42.28
SEI Investments Company (SEIC) 0.33 383200 56.10
JPMorgan Chase & Co. (JPM) 0.32 188550 111.80
Rockwell Automation (ROK) 0.32 127800 163.90
Liberty Broadband Corporation 0.32 205250 102.85
Mohawk Industries (MHK) 0.31 137000 +44% 147.47
Parker-Hannifin Corporation (PH) 0.31 118600 170.00
Liberty Media Corp Delaware Com C Siriusxm 0.30 522000 37.98
Cisco Systems (CSCO) 0.29 342000 54.73
Pepsi (PEP) 0.29 145600 131.11
NVR (NVR) 0.29 5605 +71% 3370.21
Linde Plc 0.29 94400 200.85
Southwest Airlines (LUV) 0.28 356000 +68% 50.76
Oaktree Cap 0.28 362000 -66% 49.53
Liberty Broadband Cl C 0.28 172113 104.23
Delta Air Lines (DAL) 0.26 299000 +71% 56.67
Liberty Media Corp Delaware Com A Siriusxm 0.25 426000 37.81
CVS Caremark Corporation (CVS) 0.23 275000 54.50
Maxim Integrated Products (MXIM) 0.23 252000 59.81
Choice Hotels International (CHH) 0.23 169500 +19% 87.00
Sherwin-Williams Company (SHW) 0.22 31000 458.29
Union Pacific Corporation (UNP) 0.22 85370 169.10
Microchip Technology (MCHP) 0.21 159000 +5% 86.75
Alphabet Inc Class A cs 0.21 12500 1082.73
Dollar Tree (DLTR) 0.20 123000 107.38
Hexcel Corporation (HXL) 0.20 159000 +8% 81.00
Paychex (PAYX) 0.19 150000 82.29
Electronic Arts (ERTS) 0.19 119400 +6% 101.11
Activision Blizzard (ATVI) 0.19 262800 +5% 47.22
Verisk Analytics (VRSK) 0.17 74000 146.00
Costco Wholesale Corporation (COST) 0.16 39150 264.23
International Flavors & Fragrances (IFF) 0.15 66500 145.07
Liberty Media Corp Series C Li 0.15 259500 37.41
Philip Morris International (PM) 0.14 114500 78.53
Cdk Global Inc equities 0.13 176897 49.44
Liberty Media Corp Del Com Ser 0.13 229500 35.84
Equifax (EFX) 0.12 58500 +64% 135.25
American Tower Reit 0.11 35500 204.00
Aon 0.11 37000 192.97
Healthcare Services (HCSG) 0.10 211500 +7% 30.40
McKesson Corporation (MCK) 0.09 43100 +16% 134.32
Cable One 0.09 5200 1170.96
Albemarle Corporation (ALB) 0.08 73000 70.41
Crown Holdings (CCK) 0.07 75000 +53% 61.09
Liberty Global Inc Com Ser A 0.07 179000 27.00
Transunion 0.07 60000 +50% 73.52
Sensata Technologies Hldg Bv 0.06 82000 49.00
Graham Hldgs 0.06 5200 690.00
Bank of New York Mellon Corporation (BK) 0.05 80000 NEW 44.15
Wells Fargo & Company (WFC) 0.05 67600 +22% 47.29
Alleghany Corporation (Y) 0.05 4328 681.15
Penske Automotive (PAG) 0.05 72000 47.28
Nxp Semiconductors N V 0.04 29000 97.62
Shake Shack Inc cl a 0.04 32900 +3% 72.33
AutoNation (AN) 0.03 42460 +30% 41.67
W.R. Berkley Corporation (WRB) 0.03 27000 +50% 65.93
Citigroup Inc 0.02 16070 +18% 69.70
D.R. Horton (DHI) 0.01 11857 +19% 43.53
Illumina (ILMN) 0.01 1000 368.00
Synchrony Financial 0.01 10556 +31% 34.74
Trupanion 0.01 25000 NEW 36.12
Liberty Latin America Ltd 0.01 19720 17.24
Booking Holdings 0.01 200 -20% 1875.00
Lennar Corporation (LEN) 0.00 4900 NEW 49.09
Goodyear Tire & Rubber Company (GT) 0.00 20000 NEW 15.30
Anheuser-Busch InBev NV (BUD) 0.00 3000 NEW 88.67
Ball Corporation (BLL) 0.00 3000 NEW 70.00

Past 13F-HR SEC Filings by Markel

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