MARKEL GROUP INC. Q2 2024 Filing

Filed August 2, 2024

Portfolio Value

$10165.6T

Holdings

134

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (134 positions)

#StockSharesValue% PortfolioType
1
BRK-BBERKSHIRE HATHAWAY INC DEL
1,114$682.0T6.71%
2
BRK/BBERKSHIRE HATHAWAY INC DEL
1,531,971$623.2T6.13%
3
GOOGALPHABET INC
2,749,860$504.4T4.96%
4
AMZNAMAZON COM INC
2,030,760$392.4T3.86%
5
BNBROOKFIELD CORP
8,715,741$362.1T3.56%
6
HDHOME DEPOT INC
920,000$316.7T3.12%
7
DEDEERE & CO
845,350$315.8T3.11%
8
NVONOVO-NORDISK A S
2,150,000$306.9T3.02%
9
ADIANALOG DEVICES INC
1,167,671$266.5T2.62%
10
WSOWATSCO INC
571,250$264.6T2.60%
11
VVISA INC
999,285$262.3T2.58%
12
AAPLAPPLE INC
1,227,290$258.5T2.54%
13
MSFTMICROSOFT CORP
507,480$226.8T2.23%
14
DISDISNEY WALT CO
2,031,665$201.7T1.98%
15
BLKCHFBLACKROCK INC
220,200$173.4T1.71%
16
DEODIAGEO PLC
1,366,708$172.3T1.70%
17
RLIRLI CORP
1,197,272$168.4T1.66%
18
GSGOLDMAN SACHS GROUP INC
359,360$162.5T1.60%
19
PGRPROGRESSIVE CORP
753,750$156.6T1.54%
20
KKRKKR & CO INC
1,451,800$152.8T1.50%
21
BXBLACKSTONE INC
1,229,000$152.2T1.50%
22
LOWLOWES COS INC
675,980$149.0T1.47%
23
MRSHMARSH & MCLENNAN COS INC
706,500$148.9T1.46%
24
TXNTEXAS INSTRS INC
724,000$140.8T1.39%
25
METAMETA PLATFORMS INC
270,981$136.6T1.34%
26
LPLALPL FINL HLDGS INC
481,791$134.6T1.32%
27
APOAPOLLO GLOBAL MGMT INC
1,012,500$119.5T1.18%
28
GDGENERAL DYNAMICS CORP
391,000$113.4T1.12%
29
AXPAMERICAN EXPRESS CO
484,250$112.1T1.10%
30
CATCATERPILLAR INC
311,500$103.8T1.02%
31
GOOGLALPHABET INC
555,000$101.1T0.99%
32
SCHWSCHWAB CHARLES CORP
1,366,766$100.7T0.99%
33
DGDOLLAR GEN CORP NEW
697,250$92.2T0.91%
34
MAMASTERCARD INCORPORATED
207,540$91.6T0.90%
35
MCOMOODYS CORP
213,890$90.0T0.89%
36
JNJJOHNSON & JOHNSON
610,800$89.3T0.88%
37
ADMARCHER DANIELS MIDLAND CO
1,463,300$88.5T0.87%
38
NVRNVR INC
11,529$87.5T0.86%
39
BAMBROOKFIELD ASSET MANAGMT LTD
2,193,953$83.5T0.82%
40
ITWILLINOIS TOOL WKS INC
327,500$77.6T0.76%
41
ROLROLLINS INC
1,439,275$70.2T0.69%
42
MSCIMSCI INC
142,850$68.8T0.68%
43
HEIHEICO CORP NEW
379,644$67.4T0.66%
44
SPGIS&P GLOBAL INC
150,690$67.2T0.66%
45
ECLECOLAB INC
274,300$65.3T0.64%
46
LINLINDE PLC
143,500$63.0T0.62%
47
FDXFEDEX CORP
181,000$54.3T0.53%
48
CGCARLYLE GROUP INC
1,327,000$53.3T0.52%
49
JPMJPMORGAN CHASE & CO
252,550$51.1T0.50%
50
ODFLOLD DOMINION FREIGHT LINE IN
279,500$49.4T0.49%
51
NSCNORFOLK SOUTHN CORP
229,500$49.3T0.48%
52
ACNACCENTURE PLC IRELAND
159,400$48.4T0.48%
53
FDSFACTSET RESH SYS INC
116,720$47.7T0.47%
54
TSNTYSON FOODS INC
785,500$44.9T0.44%
55
SBUXSTARBUCKS CORP
568,318$44.2T0.44%
56
ROKROCKWELL AUTOMATION INC
154,900$42.6T0.42%
57
CMCSACOMCAST CORP NEW
1,081,241$42.3T0.42%
58
ITICINVESTORS TITLE CO NC
213,300$38.4T0.38%
59
BF/ABROWN FORMAN CORP
843,000$37.2T0.37%
60
TROWPRICE T ROWE GROUP INC
314,000$36.2T0.36%
61
VRSKVERISK ANALYTICS INC
133,700$36.0T0.35%
62
AONAON PLC
113,950$33.5T0.33%
63
COSTCOSTCO WHSL CORP NEW
39,150$33.3T0.33%
64
HGTYHAGERTY INC
3,000,000$31.2T0.31%
65
THGHANOVER INS GROUP INC
240,000$30.1T0.30%
66
MMM3M CO
293,750$30.0T0.30%
67
NKENIKE INC
388,900$29.3T0.29%
68
FNVFRANCO NEV CORP
245,000$29.0T0.29%
69
WHRWHIRLPOOL CORP
282,049$28.8T0.28%
70
SHWSHERWIN WILLIAMS CO
94,172$28.1T0.28%
71
LMTLOCKHEED MARTIN CORP
56,363$26.3T0.26%
72
ALSALLSTATE CORP
154,550$24.7T0.24%
73
EFXEQUIFAX INC
97,850$23.7T0.23%
74
RTXRTX CORPORATION
224,000$22.5T0.22%
75
BF/BBROWN FORMAN CORP
474,187$20.5T0.20%
76
DYHTARGET CORP
133,000$19.7T0.19%
77
UNPUNION PAC CORP
85,778$19.4T0.19%
78
CABOCABLE ONE INC
53,800$19.0T0.19%
79
PAYXPAYCHEX INC
150,000$17.8T0.17%
80
TMOTHERMO FISHER SCIENTIFIC INC
29,400$16.3T0.16%
81
CSCOCISCO SYS INC
342,000$16.2T0.16%
82
PEPPEPSICO INC
96,210$15.9T0.16%
83
RNRRENAISSANCERE HLDGS LTD
70,000$15.6T0.15%
84
CARRCARRIER GLOBAL CORPORATION
235,000$14.8T0.15%
85
URIUNITED RENTALS INC
22,000$14.2T0.14%
86
CCKCROWN HLDGS INC
189,500$14.1T0.14%
87
FERGFERGUSON PLC NEW
70,500$13.7T0.13%
88
CHHCHOICE HOTELS INTL INC
110,500$13.1T0.13%
89
COFCAPITAL ONE FINL CORP
91,000$12.6T0.12%
90
IQVIQVIA HLDGS INC
58,726$12.4T0.12%
91
WFCWELLS FARGO CO NEW
204,450$12.1T0.12%
92
HXLHEXCEL CORP NEW
189,000$11.8T0.12%
93
4I1PHILIP MORRIS INTL INC
114,500$11.6T0.11%
94
YUMYUM BRANDS INC
86,502$11.5T0.11%
95
HCAHCA HEALTHCARE INC
35,105$11.3T0.11%
96
LAMRLAMAR ADVERTISING CO NEW
94,000$11.2T0.11%
97
SEICSEI INVTS CO
173,200$11.2T0.11%
98
OTISOTIS WORLDWIDE CORP
114,620$11.0T0.11%
99
SMGSCOTTS MIRACLE-GRO CO
168,000$10.9T0.11%
100
UNHUNITEDHEALTH GROUP INC
20,814$10.6T0.10%
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