MARKEL GROUP INC.
Institutional investor · Portfolio as of Q4 2024
Top Holdings132 positions
BERKSHIRE HATHAWAY INC DEL | 1,114 | $758.5M | 6.7% | $301,298.54 | +125.07% | 24 qtrssince 2019-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC DEL | 1.5M | $694.4M | 6.1% | $200.88 | +125.65% | 24 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC | 2.7M | $523.7M | 4.6% | $58.14 | +225.62% | 24 qtrssince 2019-Q1 | Unchanged 0 |
BROOKFIELD CORP | 8.7M | $500.7M | 4.4% | $20.43 | +85.41% | 9 qtrssince 2022-Q4 | Unchanged 0 |
AMAZON COM INC | 2M | $445.5M | 3.9% | $90.15 | +143.37% | 24 qtrssince 2019-Q1 | Unchanged 0 |
DEERE & CO | 874,950 | $370.7M | 3.3% | $177.90 | +133.67% | 24 qtrssince 2019-Q1 | Increased 57 |
HOME DEPOT INC | 920,000 | $357.9M | 3.2% | $159.31 | +133.16% | 24 qtrssince 2019-Q1 | Unchanged 0 |
VISA INC | 999,285 | $315.8M | 2.8% | $151.90 | +105.35% | 24 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 1.2M | $307.3M | 2.7% | $48.96 | +407.84% | 24 qtrssince 2019-Q1 | Unchanged 0 |
WATSCO INC | 590,500 | $279.8M | 2.5% | $174.79 | +157.76% | 24 qtrssince 2019-Q1 | Increased 53 |
ANALOG DEVICES INC | 1.2M | $248.1M | 2.2% | $109.36 | +90.01% | 24 qtrssince 2019-Q1 | Unchanged 0 |
DISNEY WALT CO | 2M | $226.2M | 2.0% | $106.99 | +2.15% | 24 qtrssince 2019-Q1 | Unchanged 0 |
BLACKROCK INC | 220,200 | $225.7M | 2.0% | $1,006.79 | 0.00% | 1 qtr | New 70 |
MICROSOFT CORP | 519,480 | $219M | 1.9% | $133.98 | +210.34% | 24 qtrssince 2019-Q1 | Increased 49 |
KKR & CO INC | 1.5M | $214.7M | 1.9% | — | — | — | Unchanged 0 |
BLACKSTONE INC | 1.2M | $211.9M | 1.9% | $38.26 | +323.86% | 22 qtrssince 2019-Q3 | Unchanged 0 |
GOLDMAN SACHS GROUP INC | 359,360 | $205.8M | 1.8% | $172.74 | +220.18% | 24 qtrssince 2019-Q1 | Unchanged 0 |
RLI CORP | 1.2M | $197.3M | 1.7% | $27.34 | +175.70% | 24 qtrssince 2019-Q1 | Unchanged 0 |
NOVO-NORDISK A S | 2.2M | $184.9M | 1.6% | $22.18 | +259.45% | 24 qtrssince 2019-Q1 | Unchanged 0 |
PROGRESSIVE CORP | 753,750 | $180.6M | 1.6% | $63.75 | +245.84% | 24 qtrssince 2019-Q1 | Unchanged 0 |
MARKEL GROUP INC. manages $11.3B across 132 positions as of Q4 2024. Top holdings: BRK/A (6.7%), BRK/B (6.1%), GOOG (4.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 6 new positions, 6 exits, 44 increased. Top move: BLK (NEW, conviction 70). Portfolio: $11.3B 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR