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MARKEL GROUP INC.

GLEN ALLEN, VA · CIK 0001096343

Portfolio Value: $7.86B
Positions: 131
Period: 2023-03-31
Filed: 2023-04-28
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

$7.86B

Positions

131

New

3

Increased

40

Decreased

2

Sold Out

133

MARKEL GROUP INC. Q1 2023 13F Filing Summary

MARKEL GROUP INC. (GLEN ALLEN, VA) reported a portfolio value of $7.86B across 131 positions in their Q1 2023 SEC 13F filing (period ending 2023-03-31). Top holdings include BRK-B ($518.68M), BRK-B ($473.03M), DE ($312.05M). The top 10 positions account for 38.6% of the portfolio. This quarter saw 3 new positions, 40 increases, 2 reductions, 133 complete exits. Notable new buys: LIN ($37.29M), IQV ($2.92M), SKWD ($1.31M). Notable exits: ATI, LIN, NFLX.

All Holdings

#StockValue↓WeightChange
1
BRK-BBERKSHIRE HATHAWAY INC DEL
CL A
$518.68M
6.60%
-
2
BRK-BBERKSHIRE HATHAWAY INC DEL
CL B NEW
$473.03M
6.02%
-
3
DEDEERE & CO
COM
$312.05M
3.97%
-
4
GOOGALPHABET INC
CAP STK CL C
$285.99M
3.64%
-
5
BNBROOKFIELD CORP
CL A LTD VT SH
$284.05M
3.61%
-
6
HDHOME DEPOT INC
COM
$271.51M
3.45%
-
7
DEODIAGEO PLC
SPON ADR NEW
$244.63M
3.11%
-
8
ADIANALOG DEVICES INC
COM
$220.11M
2.80%
+0.6%
9
VVISA INC
COM CL A
$217.42M
2.77%
+0.1%
10
AMZNAMAZON COM INC
COM
$207.55M
2.64%
+0.6%
11
DISDISNEY WALT CO
COM
$202.13M
2.57%
+0.6%
12
AAPLAPPLE INC
COM
$199.03M
2.53%
-
13
NVONOVO-NORDISK A S
ADR
$171.08M
2.18%
-
14
WSOWATSCO INC
COM
$168.23M
2.14%
+5.7%
15
RLIRLI CORP
COM
$159.13M
2.02%
-
16
BLKBLACKROCK INC
COM
$147.34M
1.87%
-
17
MSFTMICROSOFT CORP
COM
$138.38M
1.76%
-
18
TXNTEXAS INSTRS INC
COM
$134.67M
1.71%
-
19
LOWLOWES COS INC
COM
$123.88M
1.58%
+2.1%
20
GSGOLDMAN SACHS GROUP INC
COM
$117.55M
1.50%
-
21
ADMARCHER DANIELS MIDLAND CO
COM
$116.57M
1.48%
-
22
NNBRMARSH & MCLENNAN COS INC
COM
$108.34M
1.38%
+1.6%
23
BXBLACKSTONE INC
COM
$107.96M
1.37%
-
24
PGRPROGRESSIVE CORP
COM
$107.83M
1.37%
-
25
JNJJOHNSON & JOHNSON
COM
$94.67M
1.20%
-
26
GDGENERAL DYNAMICS CORP
COM
$89.23M
1.14%
-
27
MSCIMSCI INC
COM
$79.95M
1.02%
-
28
AXPAMERICAN EXPRESS CO
COM
$79.88M
1.02%
-
29
ITWILLINOIS TOOL WKS INC
COM
$79.73M
1.01%
-
30
MAMASTERCARD INCORPORATED
CL A
$75.42M
0.96%
-
31
KKRKKR & CO INC
COM
$74.95M
0.95%
-
32
BNBROOKFIELD ASSET MANAGMT LTD
CL A LMT VTG SHS
$71.79M
0.91%
-
33
CATCATERPILLAR INC
COM
$65.79M
0.84%
-
34
MCOMOODYS CORP
COM
$65.45M
0.83%
-
35
APOAPOLLO GLOBAL MGMT INC
COM
$63.95M
0.81%
-
36
SCHWSCHWAB CHARLES CORP
COM
$61.11M
0.78%
+2.8%
37
DGDOLLAR GEN CORP NEW
COM
$58.77M
0.75%
+50.7%
38
NVRNVR INC
COM
$57.19M
0.73%
+2.3%
39
ATVIEURACTIVISION BLIZZARD INC
COM
$55.68M
0.71%
+4.8%
40
SBUXSTARBUCKS CORP
COM
$55.43M
0.71%
-
41
GOOGLALPHABET INC
CAP STK CL A
$55.29M
0.70%
+42.9%
42
BF-ABROWN FORMAN CORP
CL A
$54.96M
0.70%
-
43
SPGIS&P GLOBAL INC
COM
$51.95M
0.66%
-
44
METAMETA PLATFORMS INC
CL A
$51.35M
0.65%
+6.3%
45
HEIHEICO CORP NEW
CL A
$50.37M
0.64%
+4.5%
46
ROLROLLINS INC
COM
$49.59M
0.63%
+1.8%
47
NSCNORFOLK SOUTHN CORP
COM
$48.65M
0.62%
-
48
CTSFACTSET RESH SYS INC
COM
$48.45M
0.62%
-
49
ACNACCENTURE PLC IRELAND
SHS CLASS A
$45.56M
0.58%
-
50
ROKROCKWELL AUTOMATION INC
COM
$45.46M
0.58%
-
Showing 1-50 of 131

Position Changes

StockValueShares
LINLINDE PLC
$37.29M104,900
IQVIQVIA HLDGS INC
$2.92M14,659
SKWDSKYWARD SPECIALTY INS GROUP
$1.31M60,064