MARKEL GROUP INC. Q1 2024 Filing

Filed May 3, 2024

Portfolio Value

$10140.1T

Holdings

132

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (132 positions)

#StockSharesValue% PortfolioType
1
BRK-BBERKSHIRE HATHAWAY INC DEL
1,114$706.8T6.97%
2
BRK/BBERKSHIRE HATHAWAY INC DEL
1,531,971$644.2T6.35%
3
GOOGALPHABET INC
2,749,860$418.7T4.13%
4
AMZNAMAZON COM INC
2,030,760$366.3T3.61%
5
BNBROOKFIELD CORP
8,715,741$364.9T3.60%
6
HDHOME DEPOT INC
920,000$352.9T3.48%
7
DEDEERE & CO
823,800$338.4T3.34%
8
VVISA INC
999,285$278.9T2.75%
9
NVONOVO-NORDISK A S
2,150,000$276.1T2.72%
10
DISDISNEY WALT CO
2,031,665$248.6T2.45%
11
WSOWATSCO INC
566,250$244.6T2.41%
12
ADIANALOG DEVICES INC
1,167,471$230.9T2.28%
13
MSFTMICROSOFT CORP
502,830$211.6T2.09%
14
AAPLAPPLE INC
1,227,190$210.4T2.08%
15
DEODIAGEO PLC
1,360,408$202.3T2.00%
16
BLKCHFBLACKROCK INC
220,200$183.6T1.81%
17
RLIRLI CORP
1,197,272$177.8T1.75%
18
LOWLOWES COS INC
663,480$169.0T1.67%
19
BXBLACKSTONE INC
1,229,000$161.5T1.59%
20
PGRPROGRESSIVE CORP
753,750$155.9T1.54%
21
GSGOLDMAN SACHS GROUP INC
359,360$150.1T1.48%
22
KKRKKR & CO INC
1,451,800$146.0T1.44%
23
MRSHMARSH & MCLENNAN COS INC
694,000$143.0T1.41%
24
METAMETA PLATFORMS INC
267,681$130.0T1.28%
25
TXNTEXAS INSTRS INC
724,000$126.1T1.24%
26
LPLALPL FINL HLDGS INC
454,291$120.0T1.18%
27
APOAPOLLO GLOBAL MGMT INC
1,012,500$113.9T1.12%
28
CATCATERPILLAR INC
307,600$112.7T1.11%
29
GDGENERAL DYNAMICS CORP
391,000$110.5T1.09%
30
AXPAMERICAN EXPRESS CO
484,250$110.3T1.09%
31
DGDOLLAR GEN CORP NEW
675,250$105.4T1.04%
32
MAMASTERCARD INCORPORATED
207,540$99.9T0.99%
33
SCHWSCHWAB CHARLES CORP
1,353,766$97.9T0.97%
34
JNJJOHNSON & JOHNSON
610,800$96.6T0.95%
35
BAMBROOKFIELD ASSET MANAGMT LTD
2,193,953$92.2T0.91%
36
NVRNVR INC
11,349$91.9T0.91%
37
ADMARCHER DANIELS MIDLAND CO
1,463,300$91.9T0.91%
38
ITWILLINOIS TOOL WKS INC
327,500$87.9T0.87%
39
MCOMOODYS CORP
213,890$84.1T0.83%
40
GOOGLALPHABET INC
555,000$83.8T0.83%
41
MSCIMSCI INC
142,850$80.1T0.79%
42
ROLROLLINS INC
1,426,275$66.0T0.65%
43
SPGIS&P GLOBAL INC
150,690$64.1T0.63%
44
ECLECOLAB INC
274,300$63.3T0.62%
45
CGCARLYLE GROUP INC
1,327,000$62.2T0.61%
46
LINLINDE PLC
131,500$61.1T0.60%
47
NSCNORFOLK SOUTHN CORP
229,500$58.5T0.58%
48
HEIHEICO CORP NEW
379,644$58.4T0.58%
49
ACNACCENTURE PLC IRELAND
159,400$55.2T0.54%
50
FDSFACTSET RESH SYS INC
116,720$53.0T0.52%
51
JPMJPMORGAN CHASE & CO
252,550$50.6T0.50%
52
SBUXSTARBUCKS CORP
541,318$49.5T0.49%
53
FDXFEDEX CORP
168,000$48.7T0.48%
54
CMCSACOMCAST CORP NEW
1,072,241$46.5T0.46%
55
TSNTYSON FOODS INC
777,500$45.7T0.45%
56
ROKROCKWELL AUTOMATION INC
154,900$45.1T0.45%
57
BF/ABROWN FORMAN CORP
843,000$44.6T0.44%
58
ODFLOLD DOMINION FREIGHT LINE IN
195,000$42.8T0.42%
59
TROWPRICE T ROWE GROUP INC
314,000$38.3T0.38%
60
AONAON PLC
110,050$36.7T0.36%
61
NKENIKE INC
375,900$35.3T0.35%
62
ITICINVESTORS TITLE CO NC
213,300$34.8T0.34%
63
WHRWHIRLPOOL CORP
282,049$33.7T0.33%
64
SHWSHERWIN WILLIAMS CO
94,172$32.7T0.32%
65
MMM3M CO
293,750$31.2T0.31%
66
THGHANOVER INS GROUP INC
227,000$30.9T0.30%
67
VRSKVERISK ANALYTICS INC
127,200$30.0T0.30%
68
COSTCOSTCO WHSL CORP NEW
39,150$28.7T0.28%
69
HGTYHAGERTY INC
3,000,000$27.4T0.27%
70
ALSALLSTATE CORP
154,550$26.7T0.26%
71
CVSCVS HEALTH CORP
332,000$26.5T0.26%
72
EFXEQUIFAX INC
97,850$26.2T0.26%
73
LMTLOCKHEED MARTIN CORP
56,363$25.6T0.25%
74
BF/BBROWN FORMAN CORP
474,187$24.5T0.24%
75
DYHTARGET CORP
133,000$23.6T0.23%
76
RTXRTX CORPORATION
224,000$21.8T0.22%
77
UNPUNION PAC CORP
85,778$21.1T0.21%
78
CABOCABLE ONE INC
48,100$20.4T0.20%
79
PAYXPAYCHEX INC
150,000$18.4T0.18%
80
CSCOCISCO SYS INC
342,000$17.1T0.17%
81
PEPPEPSICO INC
96,210$16.8T0.17%
82
RNRRENAISSANCERE HLDGS LTD
70,000$16.5T0.16%
83
CCKCROWN HLDGS INC
189,500$15.0T0.15%
84
TMOTHERMO FISHER SCIENTIFIC INC
24,700$14.4T0.14%
85
IQVIQVIA HLDGS INC
55,726$14.1T0.14%
86
HXLHEXCEL CORP NEW
189,000$13.8T0.14%
87
CARRCARRIER GLOBAL CORPORATION
235,000$13.7T0.13%
88
COFCAPITAL ONE FINL CORP
91,000$13.5T0.13%
89
CECELANESE CORP DEL
77,800$13.4T0.13%
90
FERGFERGUSON PLC NEW
57,500$12.6T0.12%
91
SMGSCOTTS MIRACLE-GRO CO
168,000$12.5T0.12%
92
SEICSEI INVTS CO
173,200$12.5T0.12%
93
WFCWELLS FARGO CO NEW
204,450$11.8T0.12%
94
OTISOTIS WORLDWIDE CORP
114,620$11.4T0.11%
95
URIUNITED RENTALS INC
15,500$11.2T0.11%
96
KMXCARMAX INC
123,500$10.8T0.11%
97
EAELECTRONIC ARTS INC
80,800$10.7T0.11%
98
CHHCHOICE HOTELS INTL INC
84,500$10.7T0.11%
99
4I1PHILIP MORRIS INTL INC
114,500$10.5T0.10%
100
AMTAMERICAN TOWER CORP NEW
51,910$10.3T0.10%
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