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MARKEL GROUP INC.

GLEN ALLEN, VA · CIK 0001096343

Portfolio Value: $11.34B
Positions: 132
Period: 2024-12-31
Filed: 2025-02-07
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

$11.34B

Positions

132

New

4

Increased

46

Decreased

2

Sold Out

157

MARKEL GROUP INC. Q4 2024 13F Filing Summary

MARKEL GROUP INC. (GLEN ALLEN, VA) reported a portfolio value of $11.34B across 132 positions in their Q4 2024 SEC 13F filing (period ending 2024-12-31). Top holdings include BRK-B ($758.54M), BRK-B ($694.41M), GOOG ($523.68M). The top 10 positions account for 40.1% of the portfolio. This quarter saw 4 new positions, 46 increases, 2 reductions, 157 complete exits. Notable new buys: BLK ($225.73M), MGM ($1.39M), AYI ($876.39K). Notable exits: RTX, BLK, WHR.

All Holdings

#StockValue↓WeightChange
1
BRK-BBERKSHIRE HATHAWAY INC DEL
CL A
$758.54M
6.69%
-
2
BRK-BBERKSHIRE HATHAWAY INC DEL
CL B NEW
$694.41M
6.12%
-
3
GOOGALPHABET INC
CAP STK CL C
$523.68M
4.62%
-
4
BNBROOKFIELD CORP
CL A LTD VT SH
$500.72M
4.41%
-
5
AMZNAMAZON COM INC
COM
$445.53M
3.93%
-
6
DEDEERE & CO
COM
$370.72M
3.27%
+0.7%
7
HDHOME DEPOT INC
COM
$357.87M
3.15%
-
8
VVISA INC
COM CL A
$315.81M
2.78%
-
9
AAPLAPPLE INC
COM
$307.34M
2.71%
-
10
WSOWATSCO INC
COM
$279.83M
2.47%
+1.4%
11
ADIANALOG DEVICES INC
COM
$248.08M
2.19%
-
12
DISDISNEY WALT CO
COM
$226.23M
1.99%
-
13
BLKBLACKROCK ORD
COM
$225.73M
1.99%
New
14
MSFTMICROSOFT CORP
COM
$218.96M
1.93%
+0.9%
15
KKRKKR & CO INC
COM
$214.74M
1.89%
-
16
BXBLACKSTONE INC
COM
$211.90M
1.87%
-
17
GSGOLDMAN SACHS GROUP INC
COM
$205.78M
1.81%
-
18
RLIRLI CORP
COM
$197.35M
1.74%
-
19
NVONOVO-NORDISK A S
ADR
$184.94M
1.63%
-
20
PGRPROGRESSIVE CORP
COM
$180.61M
1.59%
-
21
LPLALPL FINL HLDGS INC
COM
$173.84M
1.53%
+2.3%
22
DEODIAGEO PLC
SPON ADR NEW
$173.75M
1.53%
-
23
LOWLOWES COS INC
COM
$173.13M
1.53%
+1.6%
24
APOAPOLLO GLOBAL MGMT INC
COM
$167.22M
1.47%
-
25
METAMETA PLATFORMS INC
CL A
$162.99M
1.44%
+1.1%
26
NNBRMARSH & MCLENNAN COS INC
COM
$156.23M
1.38%
+1.8%
27
AXPAMERICAN EXPRESS CO
COM
$143.72M
1.27%
-
28
TXNTEXAS INSTRS INC
COM
$135.76M
1.20%
-
29
BNBROOKFIELD ASSET MANAGMT LTD
CL A LMT VTG SHS
$118.89M
1.05%
-
30
CATCATERPILLAR INC
COM
$117.82M
1.04%
+1.9%
31
MAMASTERCARD INCORPORATED
CL A
$109.28M
0.96%
-
32
GOOGLALPHABET INC
CAP STK CL A
$105.06M
0.93%
-
33
GDGENERAL DYNAMICS CORP
COM
$103.02M
0.91%
-
34
MCOMOODYS CORP
COM
$101.25M
0.89%
-
35
SCHWSCHWAB CHARLES CORP
COM
$100.93M
0.89%
+1.0%
36
NVRNVR INC
COM
$96.63M
0.85%
+0.9%
37
JNJJOHNSON & JOHNSON
COM
$88.33M
0.78%
-
38
MSCIMSCI INC
COM
$85.71M
0.76%
-
39
ITWILLINOIS TOOL WKS INC
COM
$83.04M
0.73%
-
40
SPGIS&P GLOBAL INC
COM
$75.05M
0.66%
-
41
ADMARCHER DANIELS MIDLAND CO
COM
$74.48M
0.66%
+0.8%
42
HEIHEICO CORP NEW
CL A
$70.64M
0.62%
-
43
LINLINDE PLC
SHS
$70.34M
0.62%
+8.4%
44
ROLROLLINS INC
COM
$67.78M
0.60%
+0.6%
45
CGCARLYLE GROUP INC
COM
$67.00M
0.59%
-
46
ECLECOLAB INC
COM
$64.27M
0.57%
-
47
DGDOLLAR GEN CORP NEW
COM
$63.37M
0.56%
+12.6%
48
JPMJPMORGAN CHASE & CO.
COM
$60.54M
0.53%
-
49
FDXFEDEX CORP
COM
$58.09M
0.51%
+5.9%
50
FNVFRANCO NEV CORP
COM
$56.83M
0.50%
+39.9%
Showing 1-50 of 132

Position Changes

StockValueShares
BLKBLACKROCK ORD
$225.73M220,200
MGMMGM RESORTS INTERNATIONAL
$1.39M40,000
AYIACUITY BRANDS INC
$876.39K3,000
HIIHUNTINGTON INGALLS INDS INC
$755.88K4,000