MARKEL GROUP INC. Q2 2022 Filing

Filed August 5, 2022

Portfolio Value

$7.0T

Holdings

131

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (131 positions)

#StockSharesValue% PortfolioType
1
BRK-BBERKSHIRE HATHAWAY INC DEL
1,114$455.6B6.51%
2
BRK/BBERKSHIRE HATHAWAY INC DEL
1,531,971$418.3B5.98%
3
BAMBROOKFIELD ASSET MGMT INC
8,715,741$387.6B5.54%
4
GOOGALPHABET INC
137,493$300.8B4.30%
5
HDHOME DEPOT INC
920,000$252.3B3.61%
6
DEODIAGEO PLC
1,350,208$235.1B3.36%
7
DEDEERE & CO
755,800$226.3B3.24%
8
AMZNAMAZON COM INC
1,981,360$210.4B3.01%
9
VVISA INC
962,779$189.6B2.71%
10
DISDISNEY WALT CO
1,966,665$185.7B2.65%
11
AAPLAPPLE INC
1,206,990$165.0B2.36%
12
ADIANALOG DEVICES INC
1,083,071$158.2B2.26%
13
RLIRLI CORP
1,197,272$139.6B2.00%
14
BLKCHFBLACKROCK INC
220,200$134.1B1.92%
15
MSFTMICROSOFT CORP
479,980$123.3B1.76%
16
NVONOVO-NORDISK A S
1,075,000$119.8B1.71%
17
ADMARCHER DANIELS MIDLAND CO
1,463,300$113.6B1.62%
18
BXBLACKSTONE GROUP INC
1,229,000$112.1B1.60%
19
TXNTEXAS INSTRS INC
724,000$111.2B1.59%
20
JNJJOHNSON & JOHNSON
610,800$108.4B1.55%
21
WSOWATSCO INC
443,750$106.0B1.52%
22
LOWLOWES COS INC
590,480$103.1B1.47%
23
GSGOLDMAN SACHS GROUP INC
344,860$102.4B1.46%
24
MRSHMARSH & MCLENNAN COS INC
624,600$97.0B1.39%
25
PGRPROGRESSIVE CORP
753,750$87.6B1.25%
26
GDGENERAL DYNAMICS CORP
391,000$86.5B1.24%
27
SCHWSCHWAB CHARLES CORP
1,103,300$69.7B1.00%
28
AXPAMERICAN EXPRESS CO
484,250$67.1B0.96%
29
KKRKKR & CO INC
1,424,808$66.0B0.94%
30
MAMASTERCARD INCORPORATED
207,540$65.5B0.94%
31
ITWILLINOIS TOOL WKS INC
327,500$59.7B0.85%
32
MSCIMSCI INC
141,950$58.5B0.84%
33
MCOMOODYS CORP
212,990$57.9B0.83%
34
BF/ABROWN FORMAN CORP
843,000$57.0B0.82%
35
NSCNORFOLK SOUTHN CORP
229,500$52.2B0.75%
36
CATCATERPILLAR INC
287,500$51.4B0.73%
37
SPGIS&P GLOBAL INC
149,790$50.5B0.72%
38
APOAPOLLO GLOBAL MGMT INC
1,012,500$49.1B0.70%
39
REGNREGENERON PHARMACEUTICALS
80,300$47.5B0.68%
40
FDSFACTSET RESH SYS INC
116,720$44.9B0.64%
41
ACNACCENTURE PLC IRELAND
159,400$44.3B0.63%
42
ROLROLLINS INC
1,262,275$44.1B0.63%
43
WHRWHIRLPOOL CORP
282,049$43.7B0.62%
44
ECLECOLAB INC
274,300$42.2B0.60%
45
SBUXSTARBUCKS CORP
532,318$40.7B0.58%
46
CGCARLYLE GROUP INC
1,237,000$39.2B0.56%
47
NVRNVR INC
9,659$38.7B0.55%
48
DGDOLLAR GEN CORP NEW
152,750$37.5B0.54%
49
NKENIKE INC
366,000$37.4B0.53%
50
GOOGLALPHABET INC
16,650$36.3B0.52%
51
HEIHEICO CORP NEW
343,144$36.2B0.52%
52
TROWPRICE T ROWE GROUP INC
314,000$35.7B0.51%
53
ATVIEURACTIVISION BLIZZARD INC
453,600$35.3B0.50%
54
MMM3M CO
269,750$34.9B0.50%
55
HGTYHAGERTY INC
3,000,000$34.5B0.49%
56
ITICINVESTORS TITLE CO NC
213,300$33.5B0.48%
57
BF/BBROWN FORMAN CORP
474,187$33.3B0.48%
58
TSNTYSON FOODS INC
384,500$33.1B0.47%
59
ROKROCKWELL AUTOMATION INC
154,900$30.9B0.44%
60
CVSCVS HEALTH CORP
332,000$30.8B0.44%
61
SEICSEI INVTS CO
559,200$30.2B0.43%
62
METAFACEBOOK INC
184,029$29.7B0.42%
63
SRCLSTERICYCLE INC
656,700$28.8B0.41%
64
CMCSACOMCAST CORP NEW
724,912$28.4B0.41%
65
LINLINDE PLC
94,400$27.1B0.39%
66
JPMJPMORGAN CHASE & CO
216,550$24.4B0.35%
67
LBRDALIBERTY BROADBAND CORP
205,250$23.3B0.33%
68
RTXRAYTHEON TECHNOLOGIES CORP
224,000$21.5B0.31%
69
SHWSHERWIN WILLIAMS CO
94,172$21.1B0.30%
70
HCSGHEALTHCARE SVCS GROUP INC
1,200,500$20.9B0.30%
71
ENOVCOLFAX CORP
378,356$20.8B0.30%
72
LBRDKLIBERTY BROADBAND CORP
172,113$19.9B0.28%
73
LSXMKUSDLIBERTY MEDIA CORP DEL
522,000$18.8B0.27%
74
COSTCOSTCO WHSL CORP NEW
39,150$18.8B0.27%
75
AONAON PLC
69,000$18.6B0.27%
76
UNPUNION PAC CORP
85,778$18.3B0.26%
77
PAYXPAYCHEX INC
150,000$17.1B0.24%
78
ESABESAB CORPORATION
378,356$16.6B0.24%
79
FDXFEDEX CORP
73,000$16.6B0.24%
80
PEPPEPSICO INC
96,210$16.0B0.23%
81
LM03LIBERTY MEDIA CORP DEL
426,000$15.4B0.22%
82
BKBANK NEW YORK MELLON CORP
357,750$14.9B0.21%
83
ALSALLSTATE CORP
117,050$14.8B0.21%
84
CSCOCISCO SYS INC
342,000$14.6B0.21%
85
VRSKVERISK ANALYTICS INC
83,000$14.4B0.21%
86
AMTAMERICAN TOWER CORP NEW
51,910$13.3B0.19%
87
CABOCABLE ONE INC
10,200$13.2B0.19%
88
EFXEQUIFAX INC
69,550$12.7B0.18%
89
TPLTEXAS PACIFIC LAND CORPORATI
7,900$11.8B0.17%
90
4I1PHILIP MORRIS INTL INC
114,500$11.3B0.16%
91
THGHANOVER INS GROUP INC
76,000$11.1B0.16%
92
CCKCROWN HLDGS INC
116,000$10.7B0.15%
93
HXLHEXCEL CORP NEW
189,000$9.9B0.14%
94
CARRCARRIER GLOBAL CORPORATION
235,000$8.4B0.12%
95
OTISOTIS WORLDWIDE CORP
114,620$8.1B0.12%
96
TRUPTRUPANION INC
133,400$8.0B0.11%
97
TRUTRANSUNION
96,550$7.7B0.11%
98
WFCWELLS FARGO CO NEW
195,450$7.7B0.11%
99
NFLXNETFLIX INC
43,000$7.5B0.11%
100
EAELECTRONIC ARTS INC
56,800$6.9B0.10%
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