MARKEL GROUP INC. Q1 2019 Filing
Filed May 3, 2019
Portfolio Value
$6.0B
Holdings
133
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (133 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KMXCarmax | 4,913,070 | $342.9B | 5747.31% | |
| 2 | BRK-BBerkshire Hathaway, Inc. | 1,096 | $330.1B | 5532.79% | |
| 3 | BRK/BBerkshire Hathaway Class B | 1,521,117 | $305.6B | 5121.27% | |
| 4 | BAMBrookfield Asset Management | 5,737,691 | $267.7B | 4485.85% | |
| 5 | DEODiageo PLC | 1,349,800 | $220.8B | 3701.15% | |
| 6 | DISDisney | 1,806,500 | $200.6B | 3361.52% | |
| 7 | MARMarriott International | 1,538,269 | $192.4B | 3224.86% | |
| 8 | HDHome Depot | 920,000 | $176.5B | 2958.68% | |
| 9 | AMZNAmazon.com | 93,237 | $166.0B | 2782.57% | |
| 10 | DEJohn Deere | 1,005,900 | $160.8B | 2694.62% | |
| 11 | UNHUnited Health Group Inc | 599,000 | $148.1B | 2482.21% | |
| 12 | VVisa | 931,800 | $145.5B | 2439.12% | |
| 13 | GOOGAlphabet Inc | 123,939 | $145.4B | 2437.13% | |
| 14 | WBAWalgreens Boots Alliance Inc | 2,148,000 | $135.9B | 2277.66% | |
| 15 | BLKCHFBlackrock Inc | 206,700 | $88.3B | 1480.47% | |
| 16 | ULUnilever PLC ADR | 1,527,600 | $88.2B | 1477.72% | |
| 17 | RLIRLI Corporation | 1,197,272 | $85.9B | 1439.71% | |
| 18 | JNJJohnson and Johnson | 610,800 | $85.4B | 1430.98% | |
| 19 | ADPAutomatic Data Processing | 530,700 | $84.8B | 1420.76% | |
| 20 | ADIAnalog Devices Inc | 754,811 | $79.5B | 1331.68% | |
| 21 | TXNTexas Instruments Inc | 658,000 | $69.8B | 1169.70% | |
| 22 | GDGeneral Dynamics | 387,000 | $65.5B | 1097.92% | |
| 23 | ELVAnthem Inc | 224,000 | $64.3B | 1077.34% | |
| 24 | ADMArcher Daniels | 1,463,300 | $63.1B | 1057.71% | |
| 25 | LOWLowes | 570,000 | $62.4B | 1045.75% | |
| 26 | MRSHMarsh & McLennan | 609,500 | $57.2B | 959.17% | |
| 27 | NVONovo-Nordisk A/S | 1,075,000 | $56.2B | 942.43% | |
| 28 | —Oaktree Capital Group LLC | 1,065,500 | $52.9B | 886.60% | |
| 29 | AAPLApple Inc | 270,735 | $51.4B | 861.87% | |
| 30 | ECLEcolab | 275,800 | $48.7B | 816.00% | |
| 31 | MSFTMicrosoft Corp | 412,300 | $48.6B | 814.96% | |
| 32 | WSOWatsco Inc | 329,000 | $47.1B | 789.63% | |
| 33 | SCHWCharles Schwab | 1,057,100 | $45.2B | 757.54% | |
| 34 | MAMastercard, Inc | 188,100 | $44.3B | 742.24% | |
| 35 | TRVThe Travelers Companies Inc | 315,000 | $43.2B | 724.09% | |
| 36 | BF/ABrown Forman Class A | 843,000 | $43.1B | 722.93% | |
| 37 | NSCNorfolk Southern | 229,500 | $42.9B | 718.82% | |
| 38 | AXPAmerican Express | 392,000 | $42.8B | 718.07% | |
| 39 | MMM3M Company | 204,000 | $42.4B | 710.38% | |
| 40 | BXUSDBlackstone Group | 1,172,000 | $41.0B | 686.86% | |
| 41 | CATCaterpillar Inc | 278,000 | $37.7B | 631.26% | |
| 42 | MCOMoody's Corp | 201,030 | $36.4B | 610.11% | |
| 43 | BABoeing Co | 94,400 | $36.0B | 603.44% | |
| 44 | SBUXStarbucks Corp | 461,618 | $34.3B | 575.13% | |
| 45 | ENOVColfax Corporation | 1,135,070 | $33.7B | 564.61% | |
| 46 | ITICInvestors Title Company | 213,300 | $33.7B | 564.45% | |
| 47 | PGRProgressive Corp | 467,000 | $33.7B | 564.22% | |
| 48 | ITWIllinois Tool Works | 230,000 | $33.0B | 553.26% | |
| 49 | ROLRollins, Inc. | 791,550 | $32.9B | 552.14% | |
| 50 | GSGoldman Sachs | 168,880 | $32.4B | 543.39% | |
| 51 | TROWT.Rowe Price | 314,000 | $31.4B | 526.88% | |
| 52 | LYVLive Nation | 488,700 | $31.1B | 520.41% | |
| 53 | SPGIS&P Global | 147,000 | $31.0B | 518.72% | |
| 54 | HASHasbro, Inc | 364,000 | $30.9B | 518.65% | |
| 55 | NKENike | 366,000 | $30.8B | 516.54% | |
| 56 | KKRKKR & Co LLC | 1,298,500 | $30.5B | 511.19% | |
| 57 | DISCKUSDDiscovery Communications | 1,171,000 | $29.8B | 498.88% | |
| 58 | SRCLStericycle Inc | 545,500 | $29.7B | 497.52% | |
| 59 | UTXZUnited Technologies | 224,000 | $28.9B | 483.86% | |
| 60 | FDSFactset Research | 116,000 | $28.8B | 482.65% | |
| 61 | ACNAccenture | 159,400 | $28.1B | 470.23% | |
| 62 | APOApollo Global Management - A | 990,500 | $28.0B | 468.96% | |
| 63 | MSCIMSCI | 137,000 | $27.2B | 456.54% | |
| 64 | WHRWhirlpool Corp | 194,749 | $25.9B | 433.75% | |
| 65 | HEIHeico Corp Class A | 304,145 | $25.6B | 428.47% | |
| 66 | BF/BBrown-Forman Class B | 474,187 | $25.0B | 419.45% | |
| 67 | METAFacebook | 144,080 | $24.0B | 402.51% | |
| 68 | SMGScotts Miracle-Gro Co | 298,000 | $23.4B | 392.45% | |
| 69 | ROKRockwell Automation Inc | 127,800 | $22.4B | 375.81% | |
| 70 | CMECME Group Inc | 135,000 | $22.2B | 372.36% | |
| 71 | CGThe Carlyle Group | 1,144,000 | $20.9B | 350.47% | |
| 72 | PHParker-Hannifin Corp | 118,600 | $20.4B | 341.12% | |
| 73 | SEICSEI Investments Co | 383,200 | $20.0B | 335.56% | |
| 74 | LSXMKUSDLiberty Sirius Group C | 522,000 | $20.0B | 334.53% | |
| 75 | TSNTyson Foods | 286,000 | $19.9B | 332.79% | |
| 76 | JPMJP Morgan | 186,150 | $18.8B | 315.81% | |
| 77 | LBRDALiberty Broadband A | 205,250 | $18.8B | 315.23% | |
| 78 | CSCOCisco | 342,000 | $18.5B | 309.46% | |
| 79 | PEPPepsico | 145,600 | $17.8B | 299.04% | |
| 80 | CMCSAComcast Corp- Class A | 440,000 | $17.6B | 294.81% | |
| 81 | LINLinde PLC | 94,400 | $16.6B | 278.34% | |
| 82 | LM03Liberty Sirius Group A | 426,000 | $16.3B | 272.57% | |
| 83 | LBRDKLiberty Broadband Class C | 172,113 | $15.8B | 264.63% | |
| 84 | CVSCVS Corporation | 275,000 | $14.8B | 248.56% | |
| 85 | GOOGLAlphabet Inc Class A | 12,500 | $14.7B | 246.55% | |
| 86 | UNPUnion Pacific | 85,370 | $14.3B | 239.22% | |
| 87 | MXIMMaxim Integrated Products | 252,000 | $13.4B | 224.56% | |
| 88 | SHWSherwin Williams | 31,000 | $13.4B | 223.77% | |
| 89 | DLTRDollar Tree Inc | 123,000 | $12.9B | 216.53% | |
| 90 | MCHPMicrochip Technology | 151,000 | $12.5B | 209.94% | |
| 91 | PAYXPaychex | 150,000 | $12.0B | 201.61% | |
| 92 | MHKMohawk Industries | 95,000 | $12.0B | 200.84% | |
| 93 | EAElectronic Arts Inc | 112,400 | $11.4B | 191.44% | |
| 94 | ATVIEURActivision Blizzard Inc | 248,800 | $11.3B | 189.85% | |
| 95 | CHHChoice Hotels Intl Inc | 141,500 | $11.0B | 184.35% | |
| 96 | LUVSouthwest Airlines | 211,000 | $11.0B | 183.56% | |
| 97 | CDKCDK Global Inc | 176,897 | $10.4B | 174.38% | |
| 98 | 4I1Philip Morris International | 114,500 | $10.1B | 169.62% | |
| 99 | HXLHexcel Corp | 146,000 | $10.1B | 169.24% | |
| 100 | VRSKVerisk Analytics Inc | 74,000 | $9.8B | 164.95% |
Page 1 of 2Next