SmartMoneyDB

MARKEL GROUP INC.

GLEN ALLEN, VA · CIK 0001096343

Portfolio Value: $5.26B
Positions: 137
Period: 2018-03-31
Filed: 2018-04-27
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016

Portfolio Value

$5.26B

Positions

137

New

6

Increased

46

Decreased

2

Sold Out

38

MARKEL GROUP INC. Q1 2018 13F Filing Summary

MARKEL GROUP INC. (GLEN ALLEN, VA) reported a portfolio value of $5.26B across 137 positions in their Q1 2018 SEC 13F filing (period ending 2018-03-31). Top holdings include BRK-B ($327.21M), KMX ($304.31M), BRK-B ($301.75M). The top 10 positions account for 41.6% of the portfolio. This quarter saw 6 new positions, 46 increases, 2 reductions, 38 complete exits. Notable new buys: PGR ($12.79M), CMG ($5.65M), SMG ($1.11M). Notable exits: Monsanto Co, CMCSA, PDCOEUR.

All Holdings

#StockValue↓WeightChange
1
BRK-BBerkshire Hathaway, Inc.
COM
$327.21M
6.22%
+0.6%
2
KMXCarmax
COM
$304.31M
5.78%
-
3
BRK-BBerkshire Hathaway Class B
COM
$301.75M
5.74%
+0.1%
4
BNBrookfield Asset Management
COM
$216.26M
4.11%
+2.0%
5
MARMarriott International
COM
$205.09M
3.90%
-
6
DEODiageo PLC
COM
$182.79M
3.47%
-
7
DISDisney
COM
$175.04M
3.33%
+2.6%
8
DEJohn Deere
COM
$170.14M
3.23%
-
9
HDHome Depot
COM
$163.98M
3.12%
-
10
UNHUnited Health Group Inc
COM
$141.88M
2.70%
-
11
WBAWalgreens Boots Alliance Inc
COM
$139.78M
2.66%
-
12
AMZNAmazon.com
COM
$122.62M
2.33%
+5.9%
13
VVisa
COM
$110.10M
2.09%
+0.7%
14
GOOGAlphabet Inc
COM
$106.97M
2.03%
+6.8%
15
BLKBlackrock Inc
COM
$101.63M
1.93%
+4.2%
16
GDGeneral Dynamics
COM
$85.49M
1.63%
-
17
ULUnilever PLC ADR
COM
$84.87M
1.61%
-
18
JNJJohnson and Johnson
COM
$78.27M
1.49%
-
19
RLIRLI Corporation
COM
$75.89M
1.44%
-
20
ADMArcher Daniels
COM
$63.46M
1.21%
-
21
ADPAutomatic Data Processing
COM
$60.22M
1.14%
-
22
TXNTexas Instruments Inc
COM
$59.74M
1.14%
+9.3%
23
WPCW.P. Carey
COM
$58.90M
1.12%
-
24
SCHWCharles Schwab
COM
$55.20M
1.05%
-
25
ADIAnalog Devices Inc
COM
$53.57M
1.02%
+9.3%
26
NVONovo-Nordisk A/S
COM
$52.94M
1.01%
-
27
NNBRMarsh & McLennan
COM
$50.34M
0.96%
-
28
LOWLowes
COM
$50.02M
0.95%
-
29
ELVAnthem Inc
COM
$49.21M
0.94%
-
30
WSOWatsco Inc
COM
$46.78M
0.89%
+9.8%
31
BF-ABrown Forman Class A
COM
$44.96M
0.85%
-
32
MMM3M Company
COM
$44.78M
0.85%
-
33
TRVThe Travelers Companies Inc
COM
$43.74M
0.83%
-
34
ITICInvestors Title Company
COM
$42.64M
0.81%
-
35
CATCaterpillar Inc
COM
$40.97M
0.78%
-
36
KTOaktree Capital Group LLC
COM
$38.04M
0.72%
+8.3%
37
Colfax Corporation
COM
$36.21M
0.69%
-
38
ITWIllinois Tool Works
COM
$36.03M
0.68%
-
39
AXPAmerican Express
COM
$36.01M
0.68%
-
40
ECLEcolab
COM
$34.03M
0.65%
+8.5%
41
TROWT.Rowe Price
COM
$33.90M
0.64%
-
42
MCOMoody's Corp
COM
$32.26M
0.61%
-31.0%
43
MAMastercard, Inc
COM
$31.90M
0.61%
-
44
BXBlackstone Group
COM
$31.63M
0.60%
+16.5%
45
NSCNorfolk Southern
COM
$31.16M
0.59%
-
46
BABoeing Co
COM
$30.95M
0.59%
-
47
MSFTMicrosoft Corp
COM
$30.94M
0.59%
+8.7%
48
HASHasbro, Inc
COM
$30.68M
0.58%
-
49
SPGIS&P Global
COM
$28.09M
0.53%
-
50
BF-ABrown-Forman Class B
COM
$25.80M
0.49%
+125.0%
Showing 1-50 of 137

Position Changes

StockValueShares
PGRProgressive Corp
$12.79M210,000
CMGChipotle Mexican Grill Inc
$5.65M17,500
SMGScotts Miracle-Gro Co
$1.11M13,000
SHAKShake Shack Inc - Class A
$458.00K11,000
BKNGBooking Holdings Inc
$437.00K210
LILALiberty Latin America
$286.00K14,720