Markel Corporation as of Sept. 30, 2008
Portfolio Holdings for Markel Corporation
Markel Corporation holds 83 positions in its portfolio as reported in the September 2008 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc. Class B | 9.0 | $138M | 32k | 4395.03 | |
| Berkshire Hathaway (BRK.A) | 7.7 | $117M | 898.00 | 130600.00 | |
| General Electric Company | 6.1 | $93M | 3.7M | 25.50 | |
| Fairfax Financial Holdings Lim (FRFHF) | 6.0 | $92M | 280k | 328.50 | |
| Diageo (DEO) | 5.7 | $87M | 1.3M | 68.87 | |
| CarMax (KMX) | 4.9 | $75M | 5.4M | 14.00 | |
| Brookfield Asset Management | 3.9 | $60M | 2.2M | 27.44 | |
| Wal-Mart Stores (WMT) | 3.2 | $49M | 821k | 59.89 | |
| White Mountains Insurance Gp (WTM) | 3.1 | $47M | 100k | 469.76 | |
| United Parcel Service (UPS) | 2.9 | $44M | 697k | 62.89 | |
| Rli (RLI) | 2.5 | $39M | 622k | 62.09 | |
| Johnson & Johnson (JNJ) | 2.4 | $37M | 539k | 69.28 | |
| Marriott International (MAR) | 2.4 | $37M | 1.4M | 26.09 | |
| Landamerica Financial Group | 2.2 | $34M | 1.4M | 24.25 | |
| Exxon Corporation | 1.9 | $30M | 381k | 77.66 | |
| General Dynamics Corporation (GD) | 1.9 | $29M | 395k | 73.62 | |
| Marsh & McLennan Companies (MMC) | 1.9 | $29M | 899k | 31.76 | |
| Home Depot (HD) | 1.7 | $26M | 1.0M | 25.90 | |
| Bank of America Corporation (BAC) | 1.6 | $25M | 712k | 35.00 | |
| Forest City Enterprises | 1.6 | $25M | 813k | 30.67 | |
| Fidelity National Financial | 1.6 | $24M | 1.7M | 14.70 | |
| SYSCO Corporation (SYY) | 1.6 | $24M | 779k | 30.84 | |
| W. P. Carey & Co | 1.5 | $22M | 860k | 26.10 | |
| Walt Disney Company (DIS) | 1.3 | $20M | 666k | 30.69 | |
| Brown-Forman Corporation (BF.A) | 1.3 | $20M | 284k | 71.00 | |
| International Game Technology | 1.3 | $20M | 1.1M | 17.18 | |
| Plum Creek Timber | 1.2 | $18M | 356k | 49.86 | |
| Comcast Corporation (CMCSA) | 1.1 | $17M | 889k | 19.63 | |
| Washington Real Estate Investment Trust (ELME) | 1.0 | $15M | 404k | 36.63 | |
| American Express Company (AXP) | 0.9 | $14M | 401k | 35.40 | |
| Charles Schwab Corporation (SCHW) | 0.9 | $13M | 505k | 26.00 | |
| Automatic Data Processing (ADP) | 0.8 | $13M | 307k | 42.75 | |
| Caterpillar (CAT) | 0.8 | $12M | 203k | 59.60 | |
| Illinois Tool Works (ITW) | 0.7 | $11M | 243k | 44.45 | |
| NuStar GP Holdings | 0.7 | $10M | 585k | 17.50 | |
| Northern Trust Corporation (NTRS) | 0.7 | $10M | 140k | 72.20 | |
| Investors Title Company (ITIC) | 0.6 | $9.7M | 229k | 42.50 | |
| T. Rowe Price (TROW) | 0.6 | $9.1M | 170k | 53.73 | |
| Brown & Brown (BRO) | 0.5 | $7.9M | 366k | 21.62 | |
| McGraw-Hill Companies | 0.5 | $7.0M | 220k | 31.61 | |
| Bank of New York Mellon Corporation (BK) | 0.4 | $6.7M | 206k | 32.46 | |
| Lowe's Companies (LOW) | 0.4 | $6.6M | 280k | 23.69 | |
| Emerson Electric (EMR) | 0.4 | $6.5M | 159k | 40.79 | |
| Leucadia National | 0.4 | $6.3M | 138k | 45.44 | |
| AFLAC Incorporated (AFL) | 0.4 | $6.2M | 105k | 58.75 | |
| Cincinnati Financial Corporation (CINF) | 0.4 | $6.0M | 211k | 28.44 | |
| Philip Morris International (PM) | 0.4 | $5.6M | 117k | 48.10 | |
| Sap (SAP) | 0.3 | $5.2M | 98k | 53.43 | |
| Cme (CME) | 0.3 | $5.1M | 14k | 372.00 | |
| Federated Investors (FHI) | 0.3 | $5.1M | 176k | 28.80 | |
| 3M Company (MMM) | 0.3 | $4.9M | 71k | 68.32 | |
| Accenture | 0.3 | $4.6M | 120k | 38.00 | |
| Xl Capital | 0.3 | $4.5M | 249k | 17.94 | |
| Intel Corporation (INTC) | 0.2 | $3.9M | 208k | 18.73 | |
| Enterprise GP Holdings (EPE) | 0.2 | $3.9M | 166k | 23.50 | |
| Nike (NKE) | 0.2 | $3.4M | 50k | 66.89 | |
| Manpower (MAN) | 0.2 | $3.5M | 80k | 43.14 | |
| Washington Post Company | 0.2 | $3.0M | 5.4k | 556.68 | |
| Cohen & Steers (CNS) | 0.2 | $2.7M | 96k | 28.33 | |
| International Business Machines (IBM) | 0.2 | $2.4M | 21k | 117.00 | |
| Pepsi (PEP) | 0.2 | $2.4M | 34k | 71.28 | |
| State Street Corporation (STT) | 0.1 | $2.3M | 40k | 56.88 | |
| Altria (MO) | 0.1 | $2.3M | 117k | 19.84 | |
| Walgreen Company | 0.1 | $2.0M | 66k | 30.97 | |
| Cintas Corporation (CTAS) | 0.1 | $2.0M | 70k | 28.70 | |
| Schlumberger (SLB) | 0.1 | $1.6M | 20k | 78.11 | |
| Alleghany Corporation | 0.1 | $1.5M | 4.1k | 364.95 | |
| First Industrial Realty Trust (FR) | 0.1 | $1.5M | 51k | 28.67 | |
| Fortune Brands | 0.1 | $1.4M | 25k | 57.36 | |
| Allied Capital | 0.1 | $1.5M | 134k | 10.80 | |
| Goldman Sachs (GS) | 0.1 | $1.3M | 10k | 128.00 | |
| NYSE Euronext | 0.1 | $1.2M | 30k | 39.17 | |
| Brookfield Infrastructure Part (BIP) | 0.1 | $960k | 61k | 15.78 | |
| Progressive Corporation (PGR) | 0.1 | $809k | 47k | 17.39 | |
| Costco Wholesale Corporation (COST) | 0.1 | $738k | 11k | 65.00 | |
| Yum! Brands (YUM) | 0.1 | $789k | 24k | 32.60 | |
| CB Richard Ellis | 0.0 | $668k | 50k | 13.36 | |
| News Corporation | 0.0 | $672k | 55k | 12.15 | |
| Cemex SAB de CV (CX) | 0.0 | $517k | 30k | 17.23 | |
| Corus Bankshares | 0.0 | $393k | 97k | 4.05 | |
| Friedman, Billings, Ramsey Gro | 0.0 | $280k | 140k | 2.00 | |
| Peyto Energy Trust (PEY.UN) | 0.0 | $354k | 25k | 14.16 | |
| Microsoft Corporation (MSFT) | 0.0 | $213k | 8.0k | 26.66 |
