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GLEN ALLEN, VA · CIK 0001096343
Portfolio Value
$5.32B
Positions
133
New
7
Increased
69
Decreased
3
Sold Out
11
MARKEL GROUP INC. (GLEN ALLEN, VA) reported a portfolio value of $5.32B across 133 positions in their Q1 2020 SEC 13F filing (period ending 2020-03-31). The top 10 positions account for 40.1% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | BRK/ABerkshire Hathaway, Inc. | $303.01M | 5.70% | +0.8% |
| 2 | BRK/BBerkshire Hathaway Class B | $280.04M | 5.27% | +0.3% |
| 3 | KMXCarmax | $264.47M | 4.97% | - |
| 4 | BNBrookfield Asset Management | $256.67M | 4.83% | +0.1% |
| 5 | AMZNAmazon.com | $191.94M | 3.61% | +0.5% |
| 6 | DISDisney | $179.91M | 3.38% | +0.4% |
| 7 | HDHome Depot | $171.77M | 3.23% | - |
| 8 | DEODiageo PLC | $171.59M | 3.23% | - |
| 9 | GOOGAlphabet Inc | $159.88M | 3.01% | +1.4% |
| 10 | VVisa | $154.13M | 2.90% | +0.2% |
| Stock | Value | Shares |
|---|---|---|
| CGThe Carlyle Group | $26.46M | 1,222,000 |
| GWREGuidewire Software Inc | $1.03M | 13,000 |
| AALAmerican Airlines Group | $670.00K | 55,000 |
| LAMRLamar Advertising Company | $436.00K | 8,500 |
| EMNEastman Chemical Company | $279.00K | 6,000 |
| ITTTwitter Inc | $209.00K | 8,500 |
| TWTRUSDTwitter Inc | $209.00K | 8,500 |
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