MARKEL GROUP INC. Q1 2023 Filing

Filed April 28, 2023

Portfolio Value

$7860.0T

Holdings

131

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (131 positions)

#StockSharesValue% PortfolioType
1
BRK-BBERKSHIRE HATHAWAY INC DEL
1,114$518.7T6.60%
2
BRK/BBERKSHIRE HATHAWAY INC DEL
1,531,971$473.0T6.02%
3
DEDEERE & CO
755,800$312.1T3.97%
4
GOOGALPHABET INC
2,749,860$286.0T3.64%
5
BNBROOKFIELD CORP
8,715,741$284.0T3.61%
6
HDHOME DEPOT INC
920,000$271.5T3.45%
7
DEODIAGEO PLC
1,350,208$244.6T3.11%
8
ADIANALOG DEVICES INC
1,116,071$220.1T2.80%
9
VVISA INC
964,320$217.4T2.77%
10
AMZNAMAZON COM INC
2,009,360$207.5T2.64%
11
DISDISNEY WALT CO
2,018,665$202.1T2.57%
12
AAPLAPPLE INC
1,206,990$199.0T2.53%
13
NVONOVO-NORDISK A S
1,075,000$171.1T2.18%
14
WSOWATSCO INC
528,750$168.2T2.14%
15
RLIRLI CORP
1,197,272$159.1T2.02%
16
BLKCHFBLACKROCK INC
220,200$147.3T1.87%
17
MSFTMICROSOFT CORP
479,980$138.4T1.76%
18
TXNTEXAS INSTRS INC
724,000$134.7T1.71%
19
LOWLOWES COS INC
619,480$123.9T1.58%
20
GSGOLDMAN SACHS GROUP INC
359,360$117.6T1.50%
21
ADMARCHER DANIELS MIDLAND CO
1,463,300$116.6T1.48%
22
MRSHMARSH & MCLENNAN COS INC
650,500$108.3T1.38%
23
BXBLACKSTONE INC
1,229,000$108.0T1.37%
24
PGRPROGRESSIVE CORP
753,750$107.8T1.37%
25
JNJJOHNSON & JOHNSON
610,800$94.7T1.20%
26
GDGENERAL DYNAMICS CORP
391,000$89.2T1.14%
27
MSCIMSCI INC
142,850$80.0T1.02%
28
AXPAMERICAN EXPRESS CO
484,250$79.9T1.02%
29
ITWILLINOIS TOOL WKS INC
327,500$79.7T1.01%
30
MAMASTERCARD INCORPORATED
207,540$75.4T0.96%
31
KKRKKR & CO INC
1,427,023$74.9T0.95%
32
BAMBROOKFIELD ASSET MANAGMT LTD
2,193,958$71.8T0.91%
33
CATCATERPILLAR INC
287,500$65.8T0.84%
34
MCOMOODYS CORP
213,890$65.5T0.83%
35
APOAPOLLO GLOBAL MGMT INC
1,012,500$63.9T0.81%
36
SCHWSCHWAB CHARLES CORP
1,166,672$61.1T0.78%
37
DGDOLLAR GEN CORP NEW
279,250$58.8T0.75%
38
NVRNVR INC
10,264$57.2T0.73%
39
ATVIEURACTIVISION BLIZZARD INC
650,600$55.7T0.71%
40
SBUXSTARBUCKS CORP
532,318$55.4T0.71%
41
GOOGLALPHABET INC
533,000$55.3T0.70%
42
BF/ABROWN FORMAN CORP
843,000$55.0T0.70%
43
SPGIS&P GLOBAL INC
150,690$52.0T0.66%
44
METAMETA PLATFORMS INC
242,281$51.3T0.65%
45
HEIHEICO CORP NEW
370,644$50.4T0.64%
46
ROLROLLINS INC
1,321,275$49.6T0.63%
47
NSCNORFOLK SOUTHN CORP
229,500$48.7T0.62%
48
FDSFACTSET RESH SYS INC
116,720$48.4T0.62%
49
ACNACCENTURE PLC IRELAND
159,400$45.6T0.58%
50
ROKROCKWELL AUTOMATION INC
154,900$45.5T0.58%
51
ECLECOLAB INC
274,300$45.4T0.58%
52
NKENIKE INC
368,900$45.2T0.58%
53
CGCARLYLE GROUP INC
1,327,000$41.2T0.52%
54
CMCSACOMCAST CORP NEW
1,005,716$38.1T0.49%
55
LINLINDE PLC
104,900$37.3T0.47%
56
WHRWHIRLPOOL CORP
282,049$37.2T0.47%
57
TROWPRICE T ROWE GROUP INC
314,000$35.5T0.45%
58
SEICSEI INVTS CO
589,200$33.9T0.43%
59
ITICINVESTORS TITLE CO NC
213,300$32.2T0.41%
60
MMM3M CO
293,750$30.9T0.39%
61
BF/BBROWN FORMAN CORP
474,187$30.5T0.39%
62
SRCLSTERICYCLE INC
671,071$29.3T0.37%
63
JPMJPMORGAN CHASE & CO
216,550$28.2T0.36%
64
FDXFEDEX CORP
120,000$27.4T0.35%
65
AONAON PLC
86,550$27.3T0.35%
66
LMTLOCKHEED MARTIN CORP
56,363$26.6T0.34%
67
HGTYHAGERTY INC
3,000,000$26.2T0.33%
68
CVSCVS HEALTH CORP
332,000$24.7T0.31%
69
TSNTYSON FOODS INC
413,000$24.5T0.31%
70
RTXRAYTHEON TECHNOLOGIES CORP
224,000$21.9T0.28%
71
SHWSHERWIN WILLIAMS CO
94,172$21.2T0.27%
72
ESABESAB CORPORATION
348,356$20.6T0.26%
73
VRSKVERISK ANALYTICS INC
102,500$19.7T0.25%
74
COSTCOSTCO WHSL CORP NEW
39,150$19.5T0.25%
75
CABOCABLE ONE INC
26,700$18.7T0.24%
76
CSCOCISCO SYS INC
342,000$17.9T0.23%
77
EFXEQUIFAX INC
87,850$17.8T0.23%
78
THGHANOVER INS GROUP INC
138,000$17.7T0.23%
79
PEPPEPSICO INC
96,210$17.5T0.22%
80
UNPUNION PAC CORP
85,778$17.3T0.22%
81
ODFLOLD DOMINION FREIGHT LINE IN
50,500$17.2T0.22%
82
PAYXPAYCHEX INC
150,000$17.2T0.22%
83
LBRDALIBERTY BROADBAND CORP
205,250$16.9T0.21%
84
BKBANK NEW YORK MELLON CORP
365,250$16.6T0.21%
85
CCKCROWN HLDGS INC
188,000$15.5T0.20%
86
LSXMKUSDLIBERTY MEDIA CORP DEL
522,000$14.6T0.19%
87
ALSALLSTATE CORP
128,550$14.2T0.18%
88
LBRDKLIBERTY BROADBAND CORP
172,113$14.1T0.18%
89
HXLHEXCEL CORP NEW
189,000$12.9T0.16%
90
CBRLCRACKER BARREL OLD CTRY STOR
110,000$12.5T0.16%
91
LM03LIBERTY MEDIA CORP DEL
426,000$12.0T0.15%
92
4I1PHILIP MORRIS INTL INC
114,500$11.1T0.14%
93
CARRCARRIER GLOBAL CORPORATION
235,000$10.8T0.14%
94
OI*O-I GLASS INC
468,900$10.6T0.14%
95
AMTAMERICAN TOWER CORP NEW
51,910$10.6T0.13%
96
SMGSCOTTS MIRACLE-GRO CO
149,735$10.4T0.13%
97
EAELECTRONIC ARTS INC
80,800$9.7T0.12%
98
OTISOTIS WORLDWIDE CORP
114,620$9.7T0.12%
99
SONYSONY GROUP CORPORATION
105,121$9.5T0.12%
100
WFCWELLS FARGO CO NEW
204,450$7.6T0.10%
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