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MARKEL GROUP INC.

GLEN ALLEN, VA · CIK 0001096343

Portfolio Value: $8.28B
Positions: 133
Period: 2023-09-30
Filed: 2023-11-03
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

$8.28B

Positions

133

New

5

Increased

46

Decreased

4

Sold Out

138

MARKEL GROUP INC. Q3 2023 13F Filing Summary

MARKEL GROUP INC. (GLEN ALLEN, VA) reported a portfolio value of $8.28B across 133 positions in their Q3 2023 SEC 13F filing (period ending 2023-09-30). Top holdings include BRK-B ($592.07M), BRK-B ($536.65M), GOOG ($362.57M). The top 10 positions account for 39.0% of the portfolio. This quarter saw 5 new positions, 46 increases, 4 reductions, 138 complete exits. Notable new buys: FWONA ($3.13M), FWONA ($2.57M), HCA ($1.98M). Notable exits: FWONA, FWONA, THCH.

All Holdings

#StockValue↓WeightChange
1
BRK-BBERKSHIRE HATHAWAY INC DEL
CL A
$592.07M
7.15%
-
2
BRK-BBERKSHIRE HATHAWAY INC DEL
CL B NEW
$536.65M
6.48%
-
3
GOOGALPHABET INC
CAP STK CL C
$362.57M
4.38%
-
4
DEDEERE & CO
COM
$286.36M
3.46%
+0.4%
5
HDHOME DEPOT INC
COM
$277.99M
3.36%
-
6
BNBROOKFIELD CORP
CL A LTD VT SH
$272.54M
3.29%
-
7
AMZNAMAZON COM INC
COM
$257.41M
3.11%
+0.3%
8
VVISA INC
COM CL A
$229.85M
2.77%
+1.0%
9
AAPLAPPLE INC
COM
$209.20M
2.53%
+0.5%
10
WSOWATSCO INC
COM
$206.14M
2.49%
+1.2%
11
DEODIAGEO PLC
SPON ADR NEW
$201.42M
2.43%
-
12
ADIANALOG DEVICES INC
COM
$197.62M
2.39%
+0.5%
13
NVONOVO-NORDISK A S
ADR
$195.52M
2.36%
+100.0%
14
DISDISNEY WALT CO
COM
$164.50M
1.99%
+0.4%
15
RLIRLI CORP
COM
$162.70M
1.96%
-
16
MSFTMICROSOFT CORP
COM
$155.50M
1.88%
+1.3%
17
BLKBLACKROCK INC
COM
$142.36M
1.72%
-
18
LOWLOWES COS INC
COM
$134.16M
1.62%
+2.1%
19
BXBLACKSTONE INC
COM
$131.68M
1.59%
-
20
NNBRMARSH & MCLENNAN COS INC
COM
$127.98M
1.54%
+2.0%
21
GSGOLDMAN SACHS GROUP INC
COM
$116.28M
1.40%
-
22
TXNTEXAS INSTRS INC
COM
$115.12M
1.39%
-
23
ADMARCHER DANIELS MIDLAND CO
COM
$110.36M
1.33%
-
24
PGRPROGRESSIVE CORP
COM
$105.00M
1.27%
-
25
JNJJOHNSON & JOHNSON
COM
$95.13M
1.15%
-
26
APOAPOLLO GLOBAL MGMT INC
COM
$90.88M
1.10%
-
27
KKRKKR & CO INC
COM
$89.43M
1.08%
+0.2%
28
GDGENERAL DYNAMICS CORP
COM
$86.40M
1.04%
-
29
MAMASTERCARD INCORPORATED
CL A
$82.17M
0.99%
-
30
CATCATERPILLAR INC
COM
$81.65M
0.99%
+2.1%
31
METAMETA PLATFORMS INC
CL A
$77.72M
0.94%
+2.4%
32
ITWILLINOIS TOOL WKS INC
COM
$75.43M
0.91%
-
33
MSCIMSCI INC
COM
$73.29M
0.88%
-
34
BNBROOKFIELD ASSET MANAGMT LTD
CL A LMT VTG SHS
$73.15M
0.88%
-
35
GOOGLALPHABET INC
CAP STK CL A
$72.63M
0.88%
+0.9%
36
AXPAMERICAN EXPRESS CO
COM
$72.25M
0.87%
-
37
LPLALPL FINL HLDGS INC
COM
$71.60M
0.86%
+137.1%
38
SCHWSCHWAB CHARLES CORP
COM
$70.09M
0.85%
+2.4%
39
MCOMOODYS CORP
COM
$67.63M
0.82%
-
40
NVRNVR INC
COM
$64.55M
0.78%
+2.9%
41
DGDOLLAR GEN CORP NEW
COM
$62.45M
0.75%
+15.9%
42
ATVIEURACTIVISION BLIZZARD INC
COM
$60.92M
0.74%
-
43
SPGIS&P GLOBAL INC
COM
$55.06M
0.66%
-
44
ROLROLLINS INC
COM
$51.64M
0.62%
+2.0%
45
CTSFACTSET RESH SYS INC
COM
$51.04M
0.62%
-
46
HEIHEICO CORP NEW
CL A
$49.06M
0.59%
-
47
BF-ABROWN FORMAN CORP
CL A
$48.98M
0.59%
-
48
ACNACCENTURE PLC IRELAND
SHS CLASS A
$48.95M
0.59%
-
49
SBUXSTARBUCKS CORP
COM
$48.58M
0.59%
-
50
CMCSACOMCAST CORP NEW
CL A
$47.03M
0.57%
+0.1%
Showing 1-50 of 133

Position Changes

StockValueShares
FWONALIBERTY MEDIA CORP DEL
$3.13M98,000
FWONALIBERTY MEDIA CORP DEL
$2.57M80,000
HCAHCA HEALTHCARE INC
$1.98M8,050
URIUNITED RENTALS INC
$1.33M3,000
FERGUSON PLC NEW
$986.82K6,000