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MARKEL GROUP INC.

GLEN ALLEN, VA · CIK 0001096343

Portfolio Value: $8.39B
Positions: 124
Period: 2022-03-31
Filed: 2022-04-29
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

$8.39B

Positions

124

New

8

Increased

41

Decreased

0

Sold Out

123

MARKEL GROUP INC. Q1 2022 13F Filing Summary

MARKEL GROUP INC. (GLEN ALLEN, VA) reported a portfolio value of $8.39B across 124 positions in their Q1 2022 SEC 13F filing (period ending 2022-03-31). Top holdings include BRK-B ($589.22M), BRK-B ($540.65M), BN ($493.05M). The top 10 positions account for 43.7% of the portfolio. This quarter saw 8 new positions, 41 increases, 123 complete exits. Notable new buys: APO ($62.77M), NOV ($7.03M), SHOP ($1.86M). Notable exits: GTLL, MHK, MCHP.

All Holdings

#StockValue↓WeightChange
1
BRK-BBERKSHIRE HATHAWAY INC DEL
CL A
$589.22M
7.02%
-
2
BRK-BBERKSHIRE HATHAWAY INC DEL
CL B NEW
$540.65M
6.44%
-
3
BNBROOKFIELD ASSET MGMT INC
CL A LTD VT SH
$493.05M
5.87%
-
4
GOOGALPHABET INC
CAP STK CL C
$384.02M
4.57%
-
5
AMZNAMAZON COM INC
COM
$322.96M
3.85%
+0.6%
6
DEDEERE & CO
COM
$314.00M
3.74%
-
7
HDHOME DEPOT INC
COM
$275.38M
3.28%
-
8
DEODIAGEO PLC
SPON ADR NEW
$274.28M
3.27%
-
9
DISDISNEY WALT CO
COM
$263.71M
3.14%
+2.3%
10
VVISA INC
COM CL A
$213.14M
2.54%
+0.3%
11
AAPLAPPLE INC
COM
$210.75M
2.51%
+0.7%
12
ADIANALOG DEVICES INC
COM
$178.03M
2.12%
+1.4%
13
BLKBLACKROCK INC
COM
$168.27M
2.00%
-
14
BXBLACKSTONE INC
COM
$156.01M
1.86%
-
15
MSFTMICROSOFT CORP
COM
$147.98M
1.76%
-
16
TXNTEXAS INSTRS INC
COM
$132.84M
1.58%
-
17
RLIRLI CORP
COM
$132.46M
1.58%
-
18
ADMARCHER DANIELS MIDLAND CO
COM
$132.08M
1.57%
-
19
WSOWATSCO INC
COM
$127.57M
1.52%
-
20
NVONOVO-NORDISK A S
ADR
$119.38M
1.42%
-
21
LOWLOWES COS INC
COM
$119.09M
1.42%
-
22
GSGOLDMAN SACHS GROUP INC
COM
$113.51M
1.35%
-
23
JNJJOHNSON & JOHNSON
COM
$108.25M
1.29%
-
24
NNBRMARSH & MCLENNAN COS INC
COM
$105.46M
1.26%
+1.5%
25
GDGENERAL DYNAMICS CORP
COM
$94.18M
1.12%
+0.9%
26
SCHWSCHWAB CHARLES CORP
COM
$92.34M
1.10%
-
27
AXPAMERICAN EXPRESS CO
COM
$90.56M
1.08%
-
28
PGRPROGRESSIVE CORP
COM
$85.58M
1.02%
+4.1%
29
KKRKKR & CO INC
COM
$83.06M
0.99%
+0.2%
30
MAMASTERCARD INCORPORATED
CL A
$74.17M
0.88%
-
31
MCOMOODYS CORP
COM
$71.86M
0.86%
+0.8%
32
MSCIMSCI INC
COM
$71.26M
0.85%
+3.4%
33
ITWILLINOIS TOOL WKS INC
COM
$68.58M
0.82%
-
34
NSCNORFOLK SOUTHN CORP
COM
$65.46M
0.78%
-
35
CATCATERPILLAR INC
COM
$64.06M
0.76%
-
36
APOAPOLLO GLOBAL MGMT INC
COM
$62.77M
0.75%
New
37
SPGIS&P GLOBAL INC
COM
$61.44M
0.73%
+0.8%
38
CGCARLYLE GROUP INC
COM
$60.50M
0.72%
-
39
REGNREGENERON PHARMACEUTICALS
COM
$56.08M
0.67%
+1.3%
40
ECLECOLAB INC
COM
$54.61M
0.65%
-
41
ACNACCENTURE PLC IRELAND
SHS CLASS A
$53.75M
0.64%
-
42
BF-ABROWN FORMAN CORP
CL A
$52.89M
0.63%
-
43
CTSFACTSET RESH SYS INC
COM
$50.67M
0.60%
-
44
NKENIKE INC
CL B
$49.25M
0.59%
-
45
WHRWHIRLPOOL CORP
COM
$48.73M
0.58%
-
46
SBUXSTARBUCKS CORP
COM
$48.15M
0.57%
+0.2%
47
TROWPRICE T ROWE GROUP INC
COM
$47.47M
0.57%
-
48
COLFAX CORP
COM
$45.16M
0.54%
-
49
ROLROLLINS INC
COM
$43.75M
0.52%
+0.4%
50
HEIHEICO CORP NEW
CL A
$43.52M
0.52%
-
Showing 1-50 of 124

Position Changes

StockValueShares
APOAPOLLO GLOBAL MGMT INC
$62.77M1,012,500
NOVHANOVER INS GROUP INC
$7.03M47,000
SHOPSHOPIFY INC
$1.86M2,750
SONYSONY GROUP CORPORATION
$1.64M16,000
ITGARTNER INC
$744.00K2,500
ATIAXALTA COATING SYS LTD
$507.00K20,626
WTWWILLIS TOWERS WATSON PLC LTD
$484.00K2,050
DUCK CREEK TECHNOLOGIES INC
$205.00K9,250