MARKEL GROUP INC.
Institutional investor · Portfolio as of Q3 2024
Top Holdings132 positions
BERKSHIRE HATHAWAY INC DEL | 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 CORP CL A LTD VT SH | 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. | 920,000 | $372.8M | 3.4% | $159.31 | +141.61% | 23 qtrssince 2019-Q1 | Unchanged 0 |
Deere & Company | 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 | 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 |
DISNEY WALT CO | 2M | $195.4M | 1.8% | $106.99 | -12.14% | 23 qtrssince 2019-Q1 | Unchanged 0 |
DIAGEO PLC | 1.4M | $191.8M | 1.7% | $135.84 | -1.82% | 23 qtrssince 2019-Q1 | Unchanged 0 |
The Progressive Corporation | 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 INC | 1.2M | $188.2M | 1.7% | $38.26 | +274.51% | 21 qtrssince 2019-Q3 | Unchanged 0 |
Lowes Companies, 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
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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
Verify source filings on SEC EDGAR