Markel Corporation
Latest statistics and disclosures from Markel Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.A, BRK.B, GOOG, AMZN, BN, and represent 24.66% of Markel Group's stock portfolio.
- Added to shares of these 10 stocks: ODFL (+$23M), DE (+$11M), LPLA (+$7.4M), TSN, URI, FERG, WSO, FIX, APD, GPK.
- Started 5 new stock positions in HSY, APD, NSP, MAR, YUM.
- Reduced shares in these 2 stocks: SRCL (-$33M), IFF.
- Sold out of its position in IFF.
- Markel Group was a net buyer of stock by $97M.
- Markel Group has $10B in assets under management (AUM), dropping by 10.24%.
- Central Index Key (CIK): 0001096343
Tip: Access up to 7 years of quarterly data
Positions held by Markel Corporation consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Markel Group
Markel Group holds 132 positions in its portfolio as reported in the March 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) | 7.0 | $707M | 1.1k | 634440.00 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 6.4 | $644M | 1.5M | 420.52 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 4.1 | $419M | 2.7M | 152.26 |
|
|
| Amazon (AMZN) | 3.6 | $366M | 2.0M | 180.38 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 3.6 | $365M | 8.7M | 41.87 |
|
|
| Home Depot (HD) | 3.5 | $353M | 920k | 383.60 |
|
|
| Deere & Company (DE) | 3.3 | $338M | +3% | 824k | 410.74 |
|
| Visa Com Cl A (V) | 2.8 | $279M | 999k | 279.08 |
|
|
| Novo-nordisk A S Adr (NVO) | 2.7 | $276M | 2.2M | 128.40 |
|
|
| Walt Disney Company (DIS) | 2.5 | $249M | 2.0M | 122.36 |
|
|
| Watsco, Incorporated (WSO) | 2.4 | $245M | 566k | 431.97 |
|
|
| Analog Devices (ADI) | 2.3 | $231M | 1.2M | 197.79 |
|
|
| Microsoft Corporation (MSFT) | 2.1 | $212M | 503k | 420.72 |
|
|
| Apple (AAPL) | 2.1 | $210M | 1.2M | 171.48 |
|
|
| Diageo Spon Adr New (DEO) | 2.0 | $202M | 1.4M | 148.74 |
|
|
| BlackRock (BLK) | 1.8 | $184M | 220k | 833.70 |
|
|
| Rli (RLI) | 1.8 | $178M | 1.2M | 148.47 |
|
|
| Lowe's Companies (LOW) | 1.7 | $169M | 664k | 254.73 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 1.6 | $162M | 1.2M | 131.37 |
|
|
| Progressive Corporation (PGR) | 1.5 | $156M | 754k | 206.82 |
|
|
| Goldman Sachs (GS) | 1.5 | $150M | 359k | 417.69 |
|
|
| Kkr & Co (KKR) | 1.4 | $146M | 1.5M | 100.58 |
|
|
| Marsh & McLennan Companies (MMC) | 1.4 | $143M | 694k | 205.98 |
|
|
| Meta Platforms Cl A (META) | 1.3 | $130M | 268k | 485.58 |
|
|
| Texas Instruments Incorporated (TXN) | 1.2 | $126M | 724k | 174.00 |
|
|
| Lpl Financial Holdings (LPLA) | 1.2 | $120M | +6% | 454k | 264.20 |
|
| Apollo Global Mgmt (APO) | 1.1 | $114M | 1.0M | 112.45 |
|
|
| Caterpillar (CAT) | 1.1 | $113M | 308k | 366.43 |
|
|
| General Dynamics Corporation (GD) | 1.1 | $111M | 391k | 282.49 |
|
|
| American Express Company (AXP) | 1.1 | $110M | 484k | 227.69 |
|
|
| Dollar General (DG) | 1.0 | $105M | +3% | 675k | 156.06 |
|
| Mastercard Incorporated Cl A (MA) | 1.0 | $100M | 208k | 481.57 |
|
|
| Charles Schwab Corporation (SCHW) | 1.0 | $98M | 1.4M | 72.34 |
|
|
| Johnson & Johnson (JNJ) | 1.0 | $97M | 611k | 158.19 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.9 | $92M | 2.2M | 42.02 |
|
|
| NVR (NVR) | 0.9 | $92M | +2% | 11k | 8099.96 |
|
| Archer Daniels Midland Company (ADM) | 0.9 | $92M | 1.5M | 62.81 |
|
|
| Illinois Tool Works (ITW) | 0.9 | $88M | 328k | 268.33 |
|
|
| Moody's Corporation (MCO) | 0.8 | $84M | 214k | 393.03 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $84M | 555k | 150.93 |
|
|
| Msci (MSCI) | 0.8 | $80M | 143k | 560.45 |
|
|
| Rollins (ROL) | 0.7 | $66M | 1.4M | 46.27 |
|
|
| S&p Global (SPGI) | 0.6 | $64M | 151k | 425.45 |
|
|
| Ecolab (ECL) | 0.6 | $63M | 274k | 230.90 |
|
|
| Carlyle Group (CG) | 0.6 | $62M | 1.3M | 46.91 |
|
|
| Linde SHS (LIN) | 0.6 | $61M | +4% | 132k | 464.32 |
|
| Norfolk Southern (NSC) | 0.6 | $59M | 230k | 254.87 |
|
|
| Heico Corp Cl A (HEI.A) | 0.6 | $58M | 380k | 153.94 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $55M | 159k | 347.00 |
|
|
| FactSet Research Systems (FDS) | 0.5 | $53M | 117k | 454.39 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $51M | 253k | 200.30 |
|
|
| Starbucks Corporation (SBUX) | 0.5 | $50M | 541k | 91.39 |
|
|
| FedEx Corporation (FDX) | 0.5 | $49M | +7% | 168k | 289.74 |
|
| Comcast Corp Cl A (CMCSA) | 0.5 | $47M | 1.1M | 43.35 |
|
|
| Tyson Foods Cl A (TSN) | 0.5 | $46M | +11% | 778k | 58.73 |
|
| Rockwell Automation (ROK) | 0.4 | $45M | 155k | 291.33 |
|
|
| Brown Forman Corp Cl A (BF.A) | 0.4 | $45M | 843k | 52.95 |
|
|
| Old Dominion Freight Line (ODFL) | 0.4 | $43M | +114% | 195k | 219.31 |
|
| T. Rowe Price (TROW) | 0.4 | $38M | 314k | 121.92 |
|
|
| Aon Shs Cl A (AON) | 0.4 | $37M | +4% | 110k | 333.72 |
|
| Nike CL B (NKE) | 0.3 | $35M | 376k | 93.98 |
|
|
| Investors Title Company (ITIC) | 0.3 | $35M | 213k | 163.19 |
|
|
| Whirlpool Corporation (WHR) | 0.3 | $34M | 282k | 119.63 |
|
|
| Sherwin-Williams Company (SHW) | 0.3 | $33M | 94k | 347.33 |
|
|
| 3M Company (MMM) | 0.3 | $31M | 294k | 106.07 |
|
|
| Hanover Insurance (THG) | 0.3 | $31M | +6% | 227k | 136.17 |
|
| Verisk Analytics (VRSK) | 0.3 | $30M | +5% | 127k | 235.73 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $29M | 39k | 732.63 |
|
|
| Hagerty Cl A Com (HGTY) | 0.3 | $28M | 3.0M | 9.15 |
|
|
| Allstate Corporation (ALL) | 0.3 | $27M | 155k | 173.01 |
|
|
| CVS Caremark Corporation (CVS) | 0.3 | $27M | 332k | 79.76 |
|
|
| Equifax (EFX) | 0.3 | $26M | 98k | 267.52 |
|
|
| Lockheed Martin Corporation (LMT) | 0.3 | $26M | 56k | 454.87 |
|
|
| Brown Forman Corp CL B (BF.B) | 0.2 | $25M | 474k | 51.62 |
|
|
| Target Corporation (TGT) | 0.2 | $24M | +9% | 133k | 177.21 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $22M | 224k | 97.53 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $21M | 86k | 245.93 |
|
|
| Cable One (CABO) | 0.2 | $20M | +8% | 48k | 423.13 |
|
| Paychex (PAYX) | 0.2 | $18M | 150k | 122.80 |
|
|
| Cisco Systems (CSCO) | 0.2 | $17M | 342k | 49.91 |
|
|
| Pepsi (PEP) | 0.2 | $17M | 96k | 175.01 |
|
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.2 | $17M | +15% | 70k | 235.03 |
|
| Crown Holdings (CCK) | 0.1 | $15M | 190k | 79.26 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $14M | +26% | 25k | 581.21 |
|
| Iqvia Holdings (IQV) | 0.1 | $14M | +10% | 56k | 252.89 |
|
| Hexcel Corporation (HXL) | 0.1 | $14M | 189k | 72.85 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $14M | 235k | 58.13 |
|
|
| Capital One Financial (COF) | 0.1 | $14M | 91k | 148.89 |
|
|
| Celanese Corporation (CE) | 0.1 | $13M | 78k | 171.86 |
|
|
| Ferguson SHS (FERG) | 0.1 | $13M | +49% | 58k | 218.43 |
|
| Scotts Miracle-gro Cl A (SMG) | 0.1 | $13M | +7% | 168k | 74.59 |
|
| SEI Investments Company (SEIC) | 0.1 | $13M | 173k | 71.90 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $12M | 205k | 57.96 |
|
|
| Otis Worldwide Corp (OTIS) | 0.1 | $11M | 115k | 99.27 |
|
|
| United Rentals (URI) | 0.1 | $11M | +72% | 16k | 721.11 |
|
| CarMax (KMX) | 0.1 | $11M | +11% | 124k | 87.11 |
|
| Electronic Arts (EA) | 0.1 | $11M | 81k | 132.67 |
|
|
| Choice Hotels International (CHH) | 0.1 | $11M | +37% | 85k | 126.35 |
|
| Philip Morris International (PM) | 0.1 | $11M | 115k | 91.62 |
|
|
| American Tower Reit (AMT) | 0.1 | $10M | 52k | 197.59 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.1 | $9.2M | +24% | 77k | 119.41 |
|
| O-i Glass (OI) | 0.1 | $8.9M | +14% | 539k | 16.59 |
|
| Cracker Barrel Old Country Store (CBRL) | 0.1 | $8.1M | 111k | 72.73 |
|
|
| Transunion (TRU) | 0.1 | $8.1M | 101k | 79.80 |
|
|
| UnitedHealth (UNH) | 0.1 | $8.0M | +46% | 16k | 494.70 |
|
| Shopify Cl A (SHOP) | 0.1 | $7.9M | 103k | 77.17 |
|
|
| Eastman Chemical Company (EMN) | 0.1 | $7.5M | 75k | 100.22 |
|
|
| Hca Holdings (HCA) | 0.1 | $7.1M | +51% | 21k | 333.53 |
|
| Graphic Packaging Holding Company (GPK) | 0.1 | $7.0M | +98% | 241k | 29.18 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $7.0M | 122k | 57.62 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $6.8M | 26k | 263.90 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $5.7M | 67k | 85.74 |
|
|
| Uber Technologies (UBER) | 0.0 | $4.5M | +28% | 58k | 76.99 |
|
| Comfort Systems USA (FIX) | 0.0 | $4.1M | +1200% | 13k | 317.71 |
|
| Graham Hldgs Com Cl B (GHC) | 0.0 | $4.0M | 5.2k | 767.68 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $3.6M | NEW | 15k | 242.27 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $3.6M | 41k | 88.44 |
|
|
| Ball Corporation (BALL) | 0.0 | $3.4M | 51k | 67.36 |
|
|
| Gartner (IT) | 0.0 | $2.7M | 5.7k | 476.67 |
|
|
| Brookfield Reins Cl A Exch Lt Vtg (BNRE) | 0.0 | $2.5M | 60k | 41.78 |
|
|
| Willis Towers Watson SHS (WTW) | 0.0 | $2.4M | 8.6k | 275.00 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $2.3M | NEW | 9.0k | 252.31 |
|
| Yum! Brands (YUM) | 0.0 | $2.2M | NEW | 16k | 138.65 |
|
| Stericycle (SRCL) | 0.0 | $2.0M | -94% | 38k | 52.75 |
|
| Insperity (NSP) | 0.0 | $1.8M | NEW | 17k | 109.61 |
|
| Hershey Company (HSY) | 0.0 | $1.8M | NEW | 9.5k | 194.50 |
|
| CoStar (CSGP) | 0.0 | $1.8M | 19k | 96.60 |
|
|
| Intuit (INTU) | 0.0 | $1.8M | 2.7k | 650.00 |
|
|
| Dun & Bradstreet Hldgs (DNB) | 0.0 | $1.2M | 115k | 10.04 |
|
|
| Hagerty W Exp 12/02/2027 (HGTY.WS) | 0.0 | $1.1M | 540k | 1.95 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $704k | 5.1k | 137.43 |
|
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $669k | 11k | 60.78 |
|
Past Filings by Markel Group
SEC 13F filings are viewable for Markel Group going back to 2007
- 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
- Markel Corp 2021 Q1 filed April 30, 2021
- Markel Corp 2020 Q4 filed Feb. 5, 2021