MARKEL GROUP INC.
Institutional investor · Portfolio as of Q2 2022
Top Holdings131 positions
BERKSHIRE HATHAWAY INC CL A | 1,114 | $455.6M | 6.5% | $301,298.54 | +36.43% | 14 qtrssince 2019-Q1 | Unchanged 0 |
Berkshire Hathaway Inc | 1.5M | $418.3M | 6.0% | $200.88 | +35.91% | 14 qtrssince 2019-Q1 | Unchanged 0 |
| 8.7M | $387.6M | 5.5% | — | — | 14 qtrssince 2019-Q1 | Unchanged 0 | |
Alphabet Inc | 137,493 | $300.8M | 4.3% | $58.14 | +86.34% | 14 qtrssince 2019-Q1 | Unchanged 0 |
Home Depot Inc/The | 920,000 | $252.3M | 3.6% | $159.31 | +54.18% | 14 qtrssince 2019-Q1 | Unchanged 0 |
DIAGEO PLC SPONSORED ADR | 1.4M | $235.1M | 3.4% | $135.92 | +13.98% | 14 qtrssince 2019-Q1 | Unchanged 0 |
Deere & Co | 755,800 | $226.3M | 3.2% | $144.44 | +96.53% | 14 qtrssince 2019-Q1 | Unchanged 0 |
Amazon.com Inc | 2M | $210.4M | 3.0% | $89.60 | +18.53% | 14 qtrssince 2019-Q1 | Increased 91 |
Visa Inc | 962,779 | $189.6M | 2.7% | $148.98 | +27.92% | 14 qtrssince 2019-Q1 | Increased 52 |
Walt Disney Co/The | 2M | $185.7M | 2.7% | $107.59 | -14.93% | 14 qtrssince 2019-Q1 | Increased 53 |
Apple Inc | 1.2M | $165M | 2.4% | $46.70 | +186.77% | 14 qtrssince 2019-Q1 | Unchanged 0 |
Analog Devices Inc | 1.1M | $158.2M | 2.3% | $104.19 | +31.11% | 14 qtrssince 2019-Q1 | Increased 52 |
RLI Corp/DE | 1.2M | $139.6M | 2.0% | $27.34 | +74.38% | 14 qtrssince 2019-Q1 | Unchanged 0 |
BlackRock Inc | 220,200 | $134.1M | 1.9% | $363.88 | +55.73% | 14 qtrssince 2019-Q1 | Unchanged 0 |
Microsoft Corp | 479,980 | $123.3M | 1.8% | $113.56 | +118.41% | 14 qtrssince 2019-Q1 | Unchanged 0 |
NOVO-NORDISK A/S ADR | 1.1M | $119.8M | 1.7% | $22.18 | +126.14% | 14 qtrssince 2019-Q1 | Unchanged 0 |
Archer-Daniels-Midland Co | 1.5M | $113.6M | 1.6% | $34.59 | +97.82% | 14 qtrssince 2019-Q1 | Unchanged 0 |
Blackstone Group LP/The | 1.2M | $112.1M | 1.6% | $38.26 | +106.53% | 12 qtrssince 2019-Q3 | Unchanged 0 |
Texas Instruments Inc | 724,000 | $111.2M | 1.6% | $87.38 | +55.63% | 14 qtrssince 2019-Q1 | Unchanged 0 |
Johnson & Johnson | 610,800 | $108.4M | 1.6% | $113.77 | +38.35% | 14 qtrssince 2019-Q1 | Unchanged 0 |
MARKEL GROUP INC. manages $7B across 131 positions as of Q2 2022. Top holdings: BRK/A (6.5%), BRK/B (6.0%), BAM/A (5.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 7 new positions, 2 exits, 46 increased. Top move: AMZN (INCREASED, conviction 91). Portfolio: $7.0B across 131 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
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