MARKEL GROUP INC.
Institutional investor · Portfolio as of Q2 2022
Top Holdings131 positions
BERKSHIRE HATHAWAY INC DEL | 1,114 | $455.6M | 6.5% | $301,298.54 | +36.43% | 14 qtrssince 2019-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC DEL | 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 | 920,000 | $252.3M | 3.6% | $159.31 | +54.18% | 14 qtrssince 2019-Q1 | Unchanged 0 |
DIAGEO P L C | 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 COM | 962,779 | $189.6M | 2.7% | $148.98 | +27.92% | 14 qtrssince 2019-Q1 | Increased 52 |
DISNEY WALT CO DISNEY | 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 | 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 | 479,980 | $123.3M | 1.8% | $113.56 | +118.41% | 14 qtrssince 2019-Q1 | Unchanged 0 |
NOVO-NORDISK A S | 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 INC | 1.2M | $112.1M | 1.6% | $38.26 | +106.53% | 12 qtrssince 2019-Q3 | Unchanged 0 |
TEXAS INSTRS 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
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