MARKEL GROUP INC. Q3 2021 Filing

Filed November 5, 2021

Portfolio Value

$7.9T

Holdings

125

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (125 positions)

#StockSharesValue% PortfolioType
1
BAMBROOKFIELD ASSET MGM
8,715,741$466.4B5.90%
2
BRK-BBERKSHIRE HATHAWAY I
1,114$458.3B5.79%
3
BRK/BBERKSHIRE HATHAWAY I
1,531,971$418.1B5.29%
4
GOOGALPHABET INC
137,493$366.5B4.63%
5
AMZNAMAZON COM INC
98,518$323.6B4.09%
6
DISDISNEY WALT CO
1,864,165$315.4B3.99%
7
HDHOME DEPOT INC
920,000$302.0B3.82%
8
DEODIAGEO PLC
1,350,208$260.6B3.29%
9
DEDEERE & CO
755,800$253.2B3.20%
10
VVISA INC
958,040$213.4B2.70%
11
BLKCHFBLACKROCK INC
220,200$184.7B2.33%
12
ADIANALOG DEVICES INC
1,057,421$177.1B2.24%
13
AAPLAPPLE INC
1,198,540$169.6B2.14%
14
BXBLACKSTONE GROUP INC
1,229,000$143.0B1.81%
15
TXNTEXAS INSTRS INC
724,000$139.2B1.76%
16
MSFTMICROSOFT CORP
479,980$135.3B1.71%
17
GSGOLDMAN SACHS GROUP
343,860$130.0B1.64%
18
RLIRLI CORP
1,197,272$120.1B1.52%
19
LOWLOWES COS INC
588,980$119.5B1.51%
20
WSOWATSCO INC
414,250$109.6B1.39%
21
NVONOVO-NORDISK A S
1,075,000$103.2B1.30%
22
JNJJOHNSON & JOHNSON
610,800$98.6B1.25%
23
MRSHMARSH & MCLENNAN COS
609,500$92.3B1.17%
24
ADMARCHER DANIELS MIDLA
1,463,300$87.8B1.11%
25
KKRKKR & CO INC
1,416,300$86.2B1.09%
26
MSCIMSCI INC
137,000$83.3B1.05%
27
AXPAMERICAN EXPRESS CO
484,250$81.1B1.03%
28
SCHWSCHWAB CHARLES CORP
1,095,300$79.8B1.01%
29
GDGENERAL DYNAMICS COR
387,000$75.9B0.96%
30
MCOMOODYS CORP
211,240$75.0B0.95%
31
MAMASTERCARD INCORPORA
207,540$72.2B0.91%
32
ITWILLINOIS TOOL WKS IN
327,500$67.7B0.86%
33
ECLECOLAB INC
309,300$64.5B0.82%
34
PGRPROGRESSIVE CORP
702,500$63.5B0.80%
35
SPGIS&P GLOBAL INC
148,540$63.1B0.80%
36
APOEURAPOLLO GLOBAL MGMT I
1,012,500$62.4B0.79%
37
TROWPRICE T ROWE GROUP I
314,000$61.8B0.78%
38
CGCARLYLE GROUP INC
1,235,000$58.4B0.74%
39
SBUXSTARBUCKS CORP
528,318$58.3B0.74%
40
WHRWHIRLPOOL CORP
280,949$57.3B0.72%
41
CATCATERPILLAR INC
287,500$55.2B0.70%
42
NSCNORFOLK SOUTHN CORP
229,500$54.9B0.69%
43
NKENIKE INC
366,000$53.2B0.67%
44
BF/ABROWN FORMAN CORP
843,000$52.8B0.67%
45
ENOVCOLFAX CORP
1,135,070$52.1B0.66%
46
ACNACCENTURE PLC IRELAN
159,400$51.0B0.64%
47
METAFACEBOOK INC
147,803$50.2B0.63%
48
FDSFACTSET RESH SYS INC
116,720$46.1B0.58%
49
NVRNVR INC
9,539$45.7B0.58%
50
REGNREGENERON PHARMACEUT
74,300$45.0B0.57%
51
ROLROLLINS INC
1,243,275$43.9B0.56%
52
ROKROCKWELL AUTOMATION
147,900$43.5B0.55%
53
MMM3M CO
247,200$43.4B0.55%
54
HEIHEICO CORP NEW
343,144$40.6B0.51%
55
SRCLSTERICYCLE INC
593,700$40.4B0.51%
56
MHKMOHAWK INDS INC
221,000$39.2B0.50%
57
ITICINVESTORS TITLE CO N
213,300$38.9B0.49%
58
JPMJPMORGAN CHASE & CO
216,550$35.4B0.45%
59
LBRDALIBERTY BROADBAND CO
205,250$34.6B0.44%
60
GOOGLALPHABET INC
12,500$33.4B0.42%
61
BF/BBROWN FORMAN CORP
474,187$31.8B0.40%
62
EFXEQUIFAX INC
122,100$30.9B0.39%
63
LBRDKLIBERTY BROADBAND CO
172,113$29.7B0.38%
64
TSNTYSON FOODS INC
376,500$29.7B0.38%
65
CMCSACOMCAST CORP NEW
528,280$29.5B0.37%
66
CVSCVS HEALTH CORP
332,000$28.2B0.36%
67
LINLINDE PLC
94,400$27.7B0.35%
68
SHWSHERWIN WILLIAMS CO
94,172$26.3B0.33%
69
ATVIEURACTIVISION BLIZZARD
335,600$26.0B0.33%
70
SEICSEI INVTS CO
431,200$25.6B0.32%
71
LSXMKUSDLIBERTY MEDIA CORP D
522,000$24.8B0.31%
72
HCSGHEALTHCARE SVCS GROU
843,500$21.1B0.27%
73
LM03LIBERTY MEDIA CORP D
426,000$20.1B0.25%
74
RTXRAYTHEON TECHNOLOGIE
224,000$19.3B0.24%
75
CSCOCISCO SYS INC
342,000$18.6B0.24%
76
BKBANK NEW YORK MELLON
357,750$18.5B0.23%
77
COSTCOSTCO WHSL CORP NEW
39,150$17.6B0.22%
78
PAYXPAYCHEX INC
150,000$16.9B0.21%
79
UNPUNION PAC CORP
85,778$16.8B0.21%
80
ALBALBEMARLE CORP
76,000$16.6B0.21%
81
VRSKVERISK ANALYTICS INC
74,000$14.8B0.19%
82
AONAON PLC
51,600$14.7B0.19%
83
PEPPEPSICO INC
96,210$14.5B0.18%
84
AMTAMERICAN TOWER CORP
51,910$13.8B0.17%
85
CARRCARRIER GLOBAL CORPO
230,500$11.9B0.15%
86
CCKCROWN HLDGS INC
116,000$11.7B0.15%
87
HXLHEXCEL CORP NEW
189,000$11.2B0.14%
88
IFFINTERNATIONAL FLAVOR
81,500$10.9B0.14%
89
4I1PHILIP MORRIS INTL I
114,500$10.9B0.14%
90
TRUTRANSUNION
94,500$10.6B0.13%
91
TRUPTRUPANION INC
133,400$10.4B0.13%
92
OTISOTIS WORLDWIDE CORP
114,620$9.4B0.12%
93
CABOCABLE ONE INC
5,200$9.4B0.12%
94
WFCWELLS FARGO CO NEW
195,450$9.1B0.11%
95
MCHPMICROCHIP TECHNOLOGY
56,000$8.6B0.11%
96
TPLTEXAS PACIFIC LAND C
6,900$8.3B0.11%
97
DGDOLLAR GEN CORP NEW
37,250$7.9B0.10%
98
LBTYBLIBERTY GLOBAL PLC
179,000$5.3B0.07%
99
MRVLMARVELL TECHNOLOGY I
69,000$4.2B0.05%
100
BALLBALL CORP
46,000$4.1B0.05%
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