MARKEL GROUP INC.
Institutional investor · Portfolio as of Q1 2022
Top Holdings126 positions
BERKSHIRE HATHAWAY INC DEL | 1,114 | $589.2M | 7.0% | $301,298.54 | +78.04% | 13 qtrssince 2019-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC-CL B | 1.5M | $540.6M | 6.4% | $200.88 | +75.68% | 13 qtrssince 2019-Q1 | Unchanged 0 |
| 8.7M | $493M | 5.8% | — | — | 13 qtrssince 2019-Q1 | Unchanged 0 | |
ALPHABET INC-CL C | 137,493 | $384M | 4.6% | $58.14 | +137.92% | 13 qtrssince 2019-Q1 | Unchanged 0 |
AMAZON.COM INC | 99,068 | $323M | 3.8% | $89.60 | +81.91% | 13 qtrssince 2019-Q1 | Increased 57 |
DEERE & CO | 755,800 | $314M | 3.7% | $144.44 | +171.65% | 13 qtrssince 2019-Q1 | Unchanged 0 |
HOME DEPOT INC | 920,000 | $275.4M | 3.3% | $159.31 | +67.21% | 13 qtrssince 2019-Q1 | Unchanged 0 |
DIAGEO P L C | 1.4M | $274.3M | 3.3% | $135.92 | +32.98% | 13 qtrssince 2019-Q1 | Unchanged 0 |
WALT DISNEY CO/THE | 1.9M | $263.7M | 3.1% | $107.95 | +23.19% | 13 qtrssince 2019-Q1 | Increased 58 |
VISA INC-CLASS A SHARES | 961,105 | $213.1M | 2.5% | $148.91 | +43.88% | 13 qtrssince 2019-Q1 | Increased 52 |
APPLE INC | 1.2M | $210.8M | 2.5% | $46.70 | +265.71% | 13 qtrssince 2019-Q1 | Increased 53 |
ANALOG DEVICES INC | 1.1M | $178M | 2.1% | $104.03 | +47.78% | 13 qtrssince 2019-Q1 | Increased 53 |
BLACKROCK INC | 220,200 | $168.3M | 2.0% | $363.88 | +94.51% | 13 qtrssince 2019-Q1 | Unchanged 0 |
BLACKSTONE GROUP INC/THE-A | 1.2M | $156M | 1.9% | $38.26 | +183.87% | 11 qtrssince 2019-Q3 | Unchanged 0 |
MICROSOFT CORP | 479,980 | $148M | 1.8% | $113.56 | +161.58% | 13 qtrssince 2019-Q1 | Unchanged 0 |
TEXAS INSTRUMENTS INC | 724,000 | $132.8M | 1.6% | $87.38 | +84.59% | 13 qtrssince 2019-Q1 | Unchanged 0 |
RLI CORP | 1.2M | $132.5M | 1.6% | $27.34 | +65.10% | 13 qtrssince 2019-Q1 | Unchanged 0 |
ARCHER-DANIELS-MIDLAND CO | 1.5M | $132.1M | 1.6% | $34.59 | +129.04% | 13 qtrssince 2019-Q1 | Unchanged 0 |
WATSCO INC | 418,750 | $127.6M | 1.5% | $123.49 | +116.85% | 13 qtrssince 2019-Q1 | Unchanged 0 |
NOVO NORDISK A/S-B | 1.1M | $119.4M | 1.4% | $22.18 | +125.37% | 13 qtrssince 2019-Q1 | Unchanged 0 |
MARKEL GROUP INC. manages $8.4B across 126 positions as of Q1 2022. Top holdings: BRK/A (7.0%), BRK/B (6.4%), BAM/A (5.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 11 new positions, 5 exits, 38 increased. Top move: DIS (INCREASED, conviction 58). Portfolio: $8.4B across 126 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR