MARKEL GROUP INC. Q2 2021 Filing

Filed August 6, 2021

Portfolio Value

$7.9B

Holdings

125

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (125 positions)

#StockSharesValue% PortfolioType
1
BRK-BBERKSHIRE HATHAWAY I
1,114$466.3B5902.92%
2
BAMBROOKFIELD ASSET MGM
8,715,741$444.3B5624.52%
3
BRK/BBERKSHIRE HATHAWAY I
1,531,971$425.8B5389.54%
4
GOOGALPHABET INC
137,493$344.6B4362.14%
5
AMZNAMAZON COM INC
98,518$338.9B4290.18%
6
DISDISNEY WALT CO
1,864,165$327.7B4147.74%
7
HDHOME DEPOT INC
920,000$293.4B3713.74%
8
DEDEERE & CO
755,800$266.6B3374.48%
9
DEODIAGEO PLC
1,350,208$258.8B3276.30%
10
VVISA INC
958,040$224.0B2835.62%
11
BLKCHFBLACKROCK INC
220,200$192.7B2438.90%
12
AAPLAPPLE INC
1,198,540$164.2B2077.92%
13
ADIANALOG DEVICES INC
891,411$153.5B1942.65%
14
TXNTEXAS INSTRS INC
724,000$139.2B1762.38%
15
GSGOLDMAN SACHS GROUP
343,860$130.5B1652.01%
16
MSFTMICROSOFT CORP
479,980$130.0B1645.95%
17
RLIRLI CORP
1,197,272$125.2B1585.12%
18
BXBLACKSTONE GROUP INC
1,229,000$119.4B1511.23%
19
WSOWATSCO INC
406,500$116.5B1474.95%
20
LOWLOWES COS INC
588,980$114.2B1446.16%
21
JNJJOHNSON & JOHNSON
610,800$100.6B1273.74%
22
NVONOVO-NORDISK A S
1,075,000$90.1B1139.94%
23
ADMARCHER DANIELS MIDLA
1,463,300$88.7B1122.50%
24
MRSHMARSH & MCLENNAN COS
609,500$85.7B1085.40%
25
KKRKKR & CO INC
1,407,800$83.4B1055.69%
26
AXPAMERICAN EXPRESS CO
484,250$80.0B1012.83%
27
SCHWSCHWAB CHARLES CORP
1,095,300$79.7B1009.50%
28
MCOMOODYS CORP
211,240$76.5B968.97%
29
MAMASTERCARD INCORPORA
207,540$75.8B959.15%
30
ITWILLINOIS TOOL WKS IN
327,500$73.2B926.80%
31
MSCIMSCI INC
137,000$73.0B924.47%
32
GDGENERAL DYNAMICS COR
387,000$72.9B922.25%
33
PGRPROGRESSIVE CORP
693,300$68.1B861.90%
34
ECLECOLAB INC
309,300$63.7B806.42%
35
APOEURAPOLLO GLOBAL MGMT I
1,012,500$63.0B797.21%
36
CATCATERPILLAR INC
287,500$62.6B792.02%
37
TROWPRICE T ROWE GROUP I
314,000$62.2B786.89%
38
SPGIS&P GLOBAL INC
148,540$61.0B771.76%
39
NSCNORFOLK SOUTHN CORP
229,500$60.9B771.05%
40
WHRWHIRLPOOL CORP
276,849$60.4B764.04%
41
BF/ABROWN FORMAN CORP
843,000$59.4B752.31%
42
SBUXSTARBUCKS CORP
528,318$59.1B747.75%
43
CGCARLYLE GROUP INC
1,224,000$56.9B720.15%
44
NKENIKE INC
366,000$56.5B715.75%
45
ENOVCOLFAX CORP
1,135,070$52.0B658.22%
46
METAFACEBOOK INC
147,803$51.4B650.56%
47
MMM3M CO
240,700$47.8B605.22%
48
NVRNVR INC
9,539$47.4B600.52%
49
ACNACCENTURE PLC IRELAN
159,400$47.0B594.81%
50
HEIHEICO CORP NEW
343,144$42.6B539.39%
51
ROLROLLINS INC
1,243,275$42.5B538.24%
52
SRCLSTERICYCLE INC
593,700$42.5B537.72%
53
MHKMOHAWK INDS INC
221,000$42.5B537.66%
54
ROKROCKWELL AUTOMATION
142,100$40.6B514.49%
55
FDSFACTSET RESH SYS INC
116,720$39.2B495.86%
56
REGNREGENERON PHARMACEUT
66,800$37.3B472.29%
57
ITICINVESTORS TITLE CO N
213,300$37.2B471.52%
58
BF/BBROWN FORMAN CORP
474,187$35.5B449.83%
59
LBRDALIBERTY BROADBAND CO
205,250$34.5B436.93%
60
JPMJPMORGAN CHASE & CO
216,550$33.7B426.36%
61
GOOGLALPHABET INC
12,500$30.5B386.36%
62
CMCSACOMCAST CORP NEW
528,280$30.1B381.30%
63
LBRDKLIBERTY BROADBAND CO
172,113$29.9B378.36%
64
EFXEQUIFAX INC
122,100$29.2B370.18%
65
ATVIEURACTIVISION BLIZZARD
306,100$29.2B369.81%
66
TSNTYSON FOODS INC
376,500$27.8B351.54%
67
CVSCVS HEALTH CORP
332,000$27.7B350.67%
68
LINLINDE PLC
94,400$27.3B345.46%
69
MXIMMAXIM INTEGRATED PRO
252,000$26.6B336.10%
70
SEICSEI INVTS CO
427,200$26.5B335.11%
71
HCSGHEALTHCARE SVCS GROU
819,000$25.9B327.29%
72
SHWSHERWIN WILLIAMS CO
94,172$25.7B324.78%
73
LSXMKUSDLIBERTY MEDIA CORP D
522,000$24.2B306.53%
74
IFFINTERNATIONAL FLAVOR
156,000$23.3B295.02%
75
LM03LIBERTY MEDIA CORP D
426,000$19.8B251.18%
76
RTXRAYTHEON TECHNOLOGIE
224,000$19.1B241.90%
77
UNPUNION PAC CORP
85,778$18.9B238.80%
78
BKBANK NEW YORK MELLON
357,750$18.3B232.00%
79
CSCOCISCO SYS INC
342,000$18.1B229.45%
80
PAYXPAYCHEX INC
150,000$16.1B203.74%
81
COSTCOSTCO WHSL CORP NEW
39,150$15.5B196.09%
82
TRUPTRUPANION INC
133,400$15.4B194.37%
83
PEPPEPSICO INC
96,210$14.3B180.45%
84
AMTAMERICAN TOWER CORP
51,910$14.0B177.51%
85
VRSKVERISK ANALYTICS INC
74,000$12.9B163.67%
86
ALBALBEMARLE CORP
76,000$12.8B162.07%
87
CCKCROWN HLDGS INC
116,000$11.9B150.08%
88
HXLHEXCEL CORP NEW
189,000$11.8B149.29%
89
4I1PHILIP MORRIS INTL I
114,500$11.3B143.65%
90
CARRCARRIER GLOBAL CORPO
224,000$10.9B137.81%
91
AONAON PLC
44,900$10.7B135.70%
92
TRUTRANSUNION
94,500$10.4B131.36%
93
CABOCABLE ONE INC
5,200$9.9B125.91%
94
OTISOTIS WORLDWIDE CORP
114,620$9.4B118.64%
95
WFCWELLS FARGO CO NEW
195,450$8.9B112.05%
96
MCHPMICROCHIP TECHNOLOGY
56,000$8.4B106.14%
97
TPLTEXAS PACIFIC LAND C
4,500$7.2B91.13%
98
LBTYBLIBERTY GLOBAL PLC
179,000$4.9B61.53%
99
MRVLMARVELL TECHNOLOGY INC
69,000$4.0B50.95%
100
MTSIMACOM TECH SOLUTIONS
59,000$3.8B47.86%
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