MARKEL GROUP INC.MARKEL GROUP INC.

Institutional investor · Portfolio as of Q1 2019

Top Holdings133 positions

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Activity:

CarMax Inc

4.9M$342.9M5.7%$69.800.00%
1 qtr
First report
0

BERKSHIRE HATHAWAY INC CL A

1,096$330.1M5.5%$301,215.000.00%
1 qtr
First report
0

Berkshire Hathaway Inc

1.5M$305.6M5.1%$200.890.00%
1 qtr
First report
0
5.7M$267.7M4.5%——
1 qtr
First report
0
DEODEO
ADR

DIAGEO PLC SPONSORED ADR

1.3M$220.8M3.7%$135.920.00%
1 qtr
First report
0

Walt Disney Co/The

1.8M$200.6M3.4%$106.350.00%
1 qtr
First report
0

Marriott International Inc/MD

1.5M$192.4M3.2%$118.840.00%
1 qtr
First report
0

Home Depot Inc/The

920,000$176.5M3.0%$159.310.00%
1 qtr
First report
0

Amazon.com Inc

93,237$166M2.8%$89.040.00%
1 qtr
First report
0

Deere & Co

1M$160.8M2.7%$144.440.00%
1 qtr
First report
0

UnitedHealth Group Inc

599,000$148.1M2.5%$217.040.00%
1 qtr
First report
0

Visa Inc

931,800$145.5M2.4%$148.120.00%
1 qtr
First report
0

Alphabet Inc

123,939$145.4M2.4%$58.120.00%
1 qtr
First report
0

Walgreens Boots Alliance Inc

2.1M$135.9M2.3%——
1 qtr
First report
0

BlackRock Inc

206,700$88.3M1.5%$361.430.00%
1 qtr
First report
0
1.5M$88.2M1.5%——
1 qtr
First report
0

RLI Corp/DE

1.2M$85.9M1.4%$27.340.00%
1 qtr
First report
0

Johnson & Johnson

610,800$85.4M1.4%$113.770.00%
1 qtr
First report
0

Automatic Data Processing Inc

530,700$84.8M1.4%$138.460.00%
1 qtr
First report
0

Analog Devices Inc

754,811$79.5M1.3%$92.540.00%
1 qtr
First report
0
$6B
AUM
133
Positions
Q1 2019
Filing
HI score · 4.0/5
Quarterly 13F Value Change
Not enough history yet
Activity profile
Q1'19

First report: nothing earlier to compare

Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
<1Q100%1-4Q0%1-2Y0%2Y+0%

MARKEL GROUP INC. manages $6B across 133 positions as of Q1 2019. Top holdings: KMX (5.7%), BRK/A (5.5%), BRK/B (5.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.

Q1 2019 Summary

First quarter we have for this fund: 133 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $6.0B across 133 positions.

Top holdings by portfolio weight

Total AUM$6B
KMX5.75%
BRK/A5.53%
BRK/B5.12%
BAM/A4.49%
DEO3.70%
DIS3.36%
MAR3.22%
HD2.96%
AMZN2.78%
DE2.69%
Other2.48%

Portfolio allocation by GICS sector

Sectors10
Financial Services27.02%
Consumer Cyclical19.42%
Unknown12.15%
Industrials10.06%
Communication Services8.62%
Consumer Defensive7.24%
Technology6.93%
Healthcare6.46%
Basic Materials1.98%
Real Estate0.12%

Behavioral investing profile

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Steady Compounder- primarily Financial Services, Consumer Cyclical, Unknown
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Strong(4.0 / 5.0)
Holdings P&L80
Conviction37
Concentration64
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

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Accumulation Streaks

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

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