MARKEL GROUP INC.
Institutional investor · Portfolio as of Q2 2019
Top Holdings137 positions
CARMAX INC | 4.9M | $426.6M | 6.6% | $69.80 | +24.40% | 2 qtrssince 2019-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC DEL | 1,096 | $348.9M | 5.4% | $301,215.00 | +5.69% | 2 qtrssince 2019-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC DEL | 1.5M | $324.7M | 5.0% | $200.91 | +6.10% | 2 qtrssince 2019-Q1 | Increased 57 |
| 5.8M | $275.4M | 4.2% | — | — | 2 qtrssince 2019-Q1 | Increased 57 | |
DISNEY WALT CO | 1.8M | $254.6M | 3.9% | $106.60 | +25.48% | 2 qtrssince 2019-Q1 | Increased 57 |
DIAGEO PLC | 1.3M | $232.6M | 3.6% | $135.92 | +5.32% | 2 qtrssince 2019-Q1 | Unchanged 0 |
MARRIOTT INTL INC NEW | 1.6M | $218.8M | 3.4% | $119.04 | +12.38% | 2 qtrssince 2019-Q1 | Increased 57 |
HOME DEPOT INC | 920,000 | $191.3M | 2.9% | $159.31 | +9.14% | 2 qtrssince 2019-Q1 | Unchanged 0 |
AMAZON COM INC | 94,707 | $179.3M | 2.8% | $89.13 | +6.23% | 2 qtrssince 2019-Q1 | Increased 53 |
DEERE & CO | 1M | $166.7M | 2.6% | $144.44 | +4.15% | 2 qtrssince 2019-Q1 | Unchanged 0 |
VISA INC | 938,300 | $162.8M | 2.5% | $148.24 | +11.20% | 2 qtrssince 2019-Q1 | Increased 52 |
UNITEDHEALTH GROUP INC | 599,000 | $146.2M | 2.2% | $217.04 | -0.88% | 2 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC | 129,023 | $139.5M | 2.1% | $57.93 | -7.59% | 2 qtrssince 2019-Q1 | Increased 54 |
WALGREENS BOOTS ALLIANCE INC | 2.1M | $117.4M | 1.8% | — | — | 2 qtrssince 2019-Q1 | Unchanged 0 |
RLI CORP | 1.2M | $102.6M | 1.6% | $27.34 | +19.78% | 2 qtrssince 2019-Q1 | Unchanged 0 |
BLACKROCK INC | 212,800 | $99.9M | 1.5% | $362.53 | +10.32% | 2 qtrssince 2019-Q1 | Increased 49 |
| 1.5M | $94.7M | 1.5% | — | — | 2 qtrssince 2019-Q1 | Unchanged 0 | |
ANALOG DEVICES INC | 812,811 | $91.7M | 1.4% | $93.06 | +7.22% | 2 qtrssince 2019-Q1 | Increased 51 |
AUTOMATIC DATA PROCESSING IN | 530,700 | $87.7M | 1.3% | $138.46 | +3.99% | 2 qtrssince 2019-Q1 | Unchanged 0 |
JOHNSON & JOHNSON | 610,800 | $85.1M | 1.3% | $113.77 | +0.32% | 2 qtrssince 2019-Q1 | Unchanged 0 |
MARKEL GROUP INC. manages $6.5B across 137 positions as of Q2 2019. Top holdings: KMX (6.6%), BRK/A (5.4%), BRK/B (5.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 6 new positions, 2 exits, 58 increased. Top move: BRK/B (INCREASED, conviction 57). Portfolio: $6.5B across 137 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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