MARKEL GROUP INC. Q2 2023 Filing

Filed August 4, 2023

Portfolio Value

$8398.8T

Holdings

131

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (131 positions)

#StockSharesValue% PortfolioType
1
BRK-BBERKSHIRE HATHAWAY INC DEL
1,114$576.8T6.87%
2
BRK/BBERKSHIRE HATHAWAY INC DEL
1,531,971$522.4T6.22%
3
GOOGALPHABET INC
2,749,860$332.7T3.96%
4
DEDEERE & CO
755,800$306.2T3.65%
5
BNBROOKFIELD CORP
8,715,741$293.3T3.49%
6
HDHOME DEPOT INC
920,000$285.8T3.40%
7
AMZNAMAZON COM INC
2,018,860$263.2T3.13%
8
AAPLAPPLE INC
1,215,990$235.9T2.81%
9
VVISA INC
989,270$234.9T2.80%
10
DEODIAGEO PLC
1,350,208$234.2T2.79%
11
ADIANALOG DEVICES INC
1,122,571$218.7T2.60%
12
WSOWATSCO INC
539,250$205.7T2.45%
13
DISDISNEY WALT CO
2,020,665$180.4T2.15%
14
NVONOVO-NORDISK A S
1,075,000$174.0T2.07%
15
MSFTMICROSOFT CORP
485,980$165.5T1.97%
16
RLIRLI CORP
1,197,272$163.4T1.95%
17
BLKCHFBLACKROCK INC
220,200$152.2T1.81%
18
LOWLOWES COS INC
632,480$142.8T1.70%
19
TXNTEXAS INSTRS INC
724,000$130.3T1.55%
20
MRSHMARSH & MCLENNAN COS INC
659,500$124.0T1.48%
21
GSGOLDMAN SACHS GROUP INC
359,360$115.9T1.38%
22
BXBLACKSTONE INC
1,229,000$114.3T1.36%
23
ADMARCHER DANIELS MIDLAND CO
1,463,300$110.6T1.32%
24
JNJJOHNSON & JOHNSON
610,800$101.1T1.20%
25
PGRPROGRESSIVE CORP
753,750$99.8T1.19%
26
DGDOLLAR GEN CORP NEW
509,250$86.5T1.03%
27
AXPAMERICAN EXPRESS CO
484,250$84.4T1.00%
28
GDGENERAL DYNAMICS CORP
391,000$84.1T1.00%
29
ITWILLINOIS TOOL WKS INC
327,500$81.9T0.98%
30
MAMASTERCARD INCORPORATED
207,540$81.6T0.97%
31
KKRKKR & CO INC
1,449,023$81.1T0.97%
32
APOAPOLLO GLOBAL MGMT INC
1,012,500$77.8T0.93%
33
MCOMOODYS CORP
213,890$74.4T0.89%
34
METAMETA PLATFORMS INC
252,781$72.5T0.86%
35
CATCATERPILLAR INC
293,000$72.1T0.86%
36
BAMBROOKFIELD ASSET MANAGMT LTD
2,193,953$71.6T0.85%
37
SCHWSCHWAB CHARLES CORP
1,246,266$70.6T0.84%
38
MSCIMSCI INC
142,850$67.0T0.80%
39
NVRNVR INC
10,519$66.8T0.80%
40
GOOGLALPHABET INC
550,000$65.8T0.78%
41
SPGIS&P GLOBAL INC
150,690$60.4T0.72%
42
ROLROLLINS INC
1,356,275$58.1T0.69%
43
BF/ABROWN FORMAN CORP
843,000$57.4T0.68%
44
ATVIEURACTIVISION BLIZZARD INC
650,600$54.8T0.65%
45
HEIHEICO CORP NEW
379,644$53.4T0.64%
46
SBUXSTARBUCKS CORP
532,318$52.7T0.63%
47
NSCNORFOLK SOUTHN CORP
229,500$52.0T0.62%
48
ECLECOLAB INC
274,300$51.2T0.61%
49
ROKROCKWELL AUTOMATION INC
154,900$51.0T0.61%
50
ACNACCENTURE PLC IRELAND
159,400$49.2T0.59%
51
FDSFACTSET RESH SYS INC
116,720$46.8T0.56%
52
CMCSACOMCAST CORP NEW
1,059,741$44.0T0.52%
53
LINLINDE PLC
114,400$43.6T0.52%
54
CGCARLYLE GROUP INC
1,327,000$42.4T0.50%
55
WHRWHIRLPOOL CORP
282,049$42.0T0.50%
56
NKENIKE INC
368,900$40.7T0.48%
57
TROWPRICE T ROWE GROUP INC
314,000$35.2T0.42%
58
JPMJPMORGAN CHASE & CO
228,550$33.2T0.40%
59
FDXFEDEX CORP
133,000$33.0T0.39%
60
AONAON PLC
93,050$32.1T0.38%
61
BF/BBROWN FORMAN CORP
474,187$31.7T0.38%
62
ITICINVESTORS TITLE CO NC
213,300$31.1T0.37%
63
SRCLSTERICYCLE INC
668,700$31.1T0.37%
64
MMM3M CO
293,750$29.4T0.35%
65
HGTYHAGERTY INC
3,000,000$28.1T0.33%
66
LPLALPL FINL HLDGS INC
127,059$27.6T0.33%
67
LMTLOCKHEED MARTIN CORP
56,363$25.9T0.31%
68
SHWSHERWIN WILLIAMS CO
94,172$25.0T0.30%
69
ODFLOLD DOMINION FREIGHT LINE IN
67,500$25.0T0.30%
70
VRSKVERISK ANALYTICS INC
109,000$24.6T0.29%
71
TSNTYSON FOODS INC
450,000$23.0T0.27%
72
CVSCVS HEALTH CORP
332,000$23.0T0.27%
73
RTXRAYTHEON TECHNOLOGIES CORP
224,000$21.9T0.26%
74
COSTCOSTCO WHSL CORP NEW
39,150$21.1T0.25%
75
EFXEQUIFAX INC
87,850$20.7T0.25%
76
THGHANOVER INS GROUP INC
158,000$17.9T0.21%
77
PEPPEPSICO INC
96,210$17.8T0.21%
78
CSCOCISCO SYS INC
342,000$17.7T0.21%
79
UNPUNION PAC CORP
85,778$17.6T0.21%
80
CABOCABLE ONE INC
26,700$17.5T0.21%
81
LSXMKUSDLIBERTY MEDIA CORP DEL
522,000$17.1T0.20%
82
PAYXPAYCHEX INC
150,000$16.8T0.20%
83
CCKCROWN HLDGS INC
189,500$16.5T0.20%
84
LBRDALIBERTY BROADBAND CORP
205,250$16.4T0.19%
85
BKBANK NEW YORK MELLON CORP
365,250$16.3T0.19%
86
HXLHEXCEL CORP NEW
189,000$14.4T0.17%
87
ALSALLSTATE CORP
128,550$14.0T0.17%
88
LM03LIBERTY MEDIA CORP DEL
426,000$14.0T0.17%
89
LBRDKLIBERTY BROADBAND CORP
172,113$13.8T0.16%
90
CARRCARRIER GLOBAL CORPORATION
235,000$11.7T0.14%
91
4I1PHILIP MORRIS INTL INC
114,500$11.2T0.13%
92
EAELECTRONIC ARTS INC
80,800$10.5T0.12%
93
SONYSONY GROUP CORPORATION
114,996$10.4T0.12%
94
CBRLCRACKER BARREL OLD CTRY STOR
111,000$10.3T0.12%
95
SEICSEI INVTS CO
173,200$10.3T0.12%
96
OTISOTIS WORLDWIDE CORP
114,620$10.2T0.12%
97
AMTAMERICAN TOWER CORP NEW
51,910$10.1T0.12%
98
OI*O-I GLASS INC
469,000$10.0T0.12%
99
SMGSCOTTS MIRACLE-GRO CO
149,735$9.4T0.11%
100
WFCWELLS FARGO CO NEW
204,450$8.7T0.10%
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