MARKEL GROUP INC.
Institutional investor · Portfolio as of Q2 2024
Top Holdings134 positions
BERKSHIRE HATHAWAY INC CL A | 1,114 | $682M | 6.7% | $301,298.54 | +103.20% | 22 qtrssince 2019-Q1 | Unchanged 0 |
Berkshire Hathaway Inc | 1.5M | $623.2M | 6.1% | $200.88 | +102.51% | 22 qtrssince 2019-Q1 | Unchanged 0 |
Alphabet Inc | 2.7M | $504.4M | 5.0% | $58.14 | +212.85% | 22 qtrssince 2019-Q1 | Unchanged 0 |
Amazon.com Inc | 2M | $392.4M | 3.9% | $90.15 | +114.37% | 22 qtrssince 2019-Q1 | Unchanged 0 |
Brookfield Asset Management In | 8.7M | $362.1M | 3.6% | $20.43 | +33.66% | 7 qtrssince 2022-Q4 | Unchanged 0 |
Home Depot Inc/The | 920,000 | $316.7M | 3.1% | $159.31 | +104.02% | 22 qtrssince 2019-Q1 | Unchanged 0 |
Deere & Co | 845,350 | $315.8M | 3.1% | $169.79 | +114.31% | 22 qtrssince 2019-Q1 | Increased 58 |
NOVO-NORDISK A/S ADR | 2.2M | $306.9M | 3.0% | $22.18 | +494.24% | 22 qtrssince 2019-Q1 | Unchanged 0 |
Analog Devices Inc | 1.2M | $266.5M | 2.6% | $109.36 | +102.49% | 22 qtrssince 2019-Q1 | Increased 53 |
Watsco Inc | 571,250 | $264.6M | 2.6% | $165.21 | +163.69% | 22 qtrssince 2019-Q1 | Increased 53 |
Visa Inc | 999,285 | $262.3M | 2.6% | $151.90 | +69.88% | 22 qtrssince 2019-Q1 | Unchanged 0 |
Apple Inc | 1.2M | $258.5M | 2.5% | $48.96 | +326.17% | 22 qtrssince 2019-Q1 | Increased 53 |
Microsoft Corp | 507,480 | $226.8M | 2.2% | $127.20 | +245.30% | 22 qtrssince 2019-Q1 | Increased 53 |
Walt Disney Co/The | 2M | $201.7M | 2.0% | $106.99 | -9.73% | 22 qtrssince 2019-Q1 | Unchanged 0 |
BlackRock Inc | 220,200 | $173.4M | 1.7% | $363.88 | +109.74% | 22 qtrssince 2019-Q1 | Unchanged 0 |
DIAGEO PLC SPONSORED ADR | 1.4M | $172.3M | 1.7% | $135.84 | -13.46% | 22 qtrssince 2019-Q1 | Increased 48 |
RLI Corp/DE | 1.2M | $168.4M | 1.7% | $27.34 | +129.29% | 22 qtrssince 2019-Q1 | Unchanged 0 |
Goldman Sachs Group Inc/The | 359,360 | $162.5M | 1.6% | $172.74 | +150.19% | 22 qtrssince 2019-Q1 | Unchanged 0 |
Progressive Corp/The | 753,750 | $156.6M | 1.5% | $63.75 | +199.54% | 22 qtrssince 2019-Q1 | Unchanged 0 |
KKR & Co Inc | 1.5M | $152.8M | 1.5% | $23.36 | +344.14% | 22 qtrssince 2019-Q1 | Unchanged 0 |
MARKEL GROUP INC. manages $10.2B across 134 positions as of Q2 2024. Top holdings: BRK/A (6.7%), BRK/B (6.1%), GOOG (5.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Added 3 new positions, exited 1, increased 43, trimmed 2. Top move: DE (INCREASED, conviction 58). Portfolio: $10.2B across 134 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
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