MARKEL GROUP INC.
Institutional investor · Portfolio as of Q3 2024
Top Holdings132 positions
BERKSHIRE HATHAWAY INC CL A | 1,114 | $770M | 6.9% | $301,298.54 | +127.74% | 23 qtrssince 2019-Q1 | Unchanged 0 |
Berkshire Hathaway Inc | 1.5M | $705.1M | 6.3% | $200.88 | +129.12% | 23 qtrssince 2019-Q1 | Unchanged 0 |
Brookfield Asset Management In | 8.7M | $463.2M | 4.2% | $20.43 | +71.30% | 8 qtrssince 2022-Q4 | Unchanged 0 |
Alphabet Inc | 2.7M | $459.7M | 4.1% | $58.14 | +185.54% | 23 qtrssince 2019-Q1 | Unchanged 0 |
Amazon.com Inc | 2M | $378.4M | 3.4% | $90.15 | +106.70% | 23 qtrssince 2019-Q1 | Unchanged 0 |
Home Depot Inc/The | 920,000 | $372.8M | 3.4% | $159.31 | +141.61% | 23 qtrssince 2019-Q1 | Unchanged 0 |
Deere & Co | 869,100 | $362.7M | 3.3% | $176.30 | +131.36% | 23 qtrssince 2019-Q1 | Increased 59 |
Watsco Inc | 582,500 | $286.5M | 2.6% | $171.00 | +171.98% | 23 qtrssince 2019-Q1 | Increased 54 |
Apple Inc | 1.2M | $286M | 2.6% | $48.96 | +372.00% | 23 qtrssince 2019-Q1 | Unchanged 0 |
Visa Inc | 999,285 | $274.8M | 2.5% | $151.90 | +78.31% | 23 qtrssince 2019-Q1 | Unchanged 0 |
Analog Devices Inc | 1.2M | $268.8M | 2.4% | $109.36 | +104.99% | 23 qtrssince 2019-Q1 | Unchanged 0 |
NOVO-NORDISK A/S ADR | 2.2M | $256M | 2.3% | $22.18 | +397.56% | 23 qtrssince 2019-Q1 | Unchanged 0 |
Microsoft Corp | 514,980 | $221.6M | 2.0% | $131.51 | +222.10% | 23 qtrssince 2019-Q1 | Increased 49 |
BlackRock Inc | 220,200 | $209.1M | 1.9% | $363.88 | +197.46% | 23 qtrssince 2019-Q1 | Unchanged 0 |
Walt Disney Co/The | 2M | $195.4M | 1.8% | $106.99 | -12.14% | 23 qtrssince 2019-Q1 | Unchanged 0 |
DIAGEO PLC SPONSORED ADR | 1.4M | $191.8M | 1.7% | $135.84 | -1.82% | 23 qtrssince 2019-Q1 | Unchanged 0 |
Progressive Corp/The | 753,750 | $191.3M | 1.7% | $63.75 | +266.12% | 23 qtrssince 2019-Q1 | Unchanged 0 |
KKR & Co Inc | 1.5M | $189.6M | 1.7% | — | — | — | Unchanged 0 |
Blackstone Group LP/The | 1.2M | $188.2M | 1.7% | $38.26 | +274.51% | 21 qtrssince 2019-Q3 | Unchanged 0 |
Lowe's Cos Inc | 690,480 | $187M | 1.7% | $112.01 | +132.43% | 23 qtrssince 2019-Q1 | Increased 49 |
MARKEL GROUP INC. manages $11.1B across 132 positions as of Q3 2024. Top holdings: BRK/A (6.9%), BRK/B (6.3%), BN (4.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 6 new positions, 8 exits, 37 increased. Top move: DE (INCREASED, conviction 59). Portfolio: $11.1B across 132 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR