MARKEL GROUP INC. Q3 2023 Filing

Filed November 3, 2023

Portfolio Value

$8283.7T

Holdings

133

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (133 positions)

#StockSharesValue% PortfolioType
1
BRK-BBERKSHIRE HATHAWAY INC DEL
1,114$592.1T7.15%
2
BRK/BBERKSHIRE HATHAWAY INC DEL
1,531,971$536.6T6.48%
3
GOOGALPHABET INC
2,749,860$362.6T4.38%
4
DEDEERE & CO
758,800$286.4T3.46%
5
HDHOME DEPOT INC
920,000$278.0T3.36%
6
BNBROOKFIELD CORP
8,715,741$272.5T3.29%
7
AMZNAMAZON COM INC
2,024,960$257.4T3.11%
8
VVISA INC
999,285$229.8T2.77%
9
AAPLAPPLE INC
1,221,890$209.2T2.53%
10
WSOWATSCO INC
545,750$206.1T2.49%
11
DEODIAGEO PLC
1,350,208$201.4T2.43%
12
ADIANALOG DEVICES INC
1,128,671$197.6T2.39%
13
NVONOVO-NORDISK A S
2,150,000$195.5T2.36%
14
DISDISNEY WALT CO
2,029,665$164.5T1.99%
15
RLIRLI CORP
1,197,272$162.7T1.96%
16
MSFTMICROSOFT CORP
492,480$155.5T1.88%
17
BLKCHFBLACKROCK INC
220,200$142.4T1.72%
18
LOWLOWES COS INC
645,480$134.2T1.62%
19
BXBLACKSTONE INC
1,229,000$131.7T1.59%
20
MRSHMARSH & MCLENNAN COS INC
672,500$128.0T1.54%
21
GSGOLDMAN SACHS GROUP INC
359,360$116.3T1.40%
22
TXNTEXAS INSTRS INC
724,000$115.1T1.39%
23
ADMARCHER DANIELS MIDLAND CO
1,463,300$110.4T1.33%
24
PGRPROGRESSIVE CORP
753,750$105.0T1.27%
25
JNJJOHNSON & JOHNSON
610,800$95.1T1.15%
26
APOAPOLLO GLOBAL MGMT INC
1,012,500$90.9T1.10%
27
KKRKKR & CO INC
1,451,800$89.4T1.08%
28
GDGENERAL DYNAMICS CORP
391,000$86.4T1.04%
29
MAMASTERCARD INCORPORATED
207,540$82.2T0.99%
30
CATCATERPILLAR INC
299,100$81.7T0.99%
31
METAMETA PLATFORMS INC
258,881$77.7T0.94%
32
ITWILLINOIS TOOL WKS INC
327,500$75.4T0.91%
33
MSCIMSCI INC
142,850$73.3T0.88%
34
BAMBROOKFIELD ASSET MANAGMT LTD
2,193,953$73.1T0.88%
35
GOOGLALPHABET INC
555,000$72.6T0.88%
36
AXPAMERICAN EXPRESS CO
484,250$72.2T0.87%
37
LPLALPL FINL HLDGS INC
301,264$71.6T0.86%
38
SCHWSCHWAB CHARLES CORP
1,276,766$70.1T0.85%
39
MCOMOODYS CORP
213,890$67.6T0.82%
40
NVRNVR INC
10,824$64.5T0.78%
41
DGDOLLAR GEN CORP NEW
590,250$62.4T0.75%
42
ATVIEURACTIVISION BLIZZARD INC
650,600$60.9T0.74%
43
SPGIS&P GLOBAL INC
150,690$55.1T0.66%
44
ROLROLLINS INC
1,383,275$51.6T0.62%
45
FDSFACTSET RESH SYS INC
116,720$51.0T0.62%
46
HEIHEICO CORP NEW
379,644$49.1T0.59%
47
BF/ABROWN FORMAN CORP
843,000$49.0T0.59%
48
ACNACCENTURE PLC IRELAND
159,400$49.0T0.59%
49
SBUXSTARBUCKS CORP
532,318$48.6T0.59%
50
CMCSACOMCAST CORP NEW
1,060,741$47.0T0.57%
51
ECLECOLAB INC
274,300$46.5T0.56%
52
NSCNORFOLK SOUTHN CORP
229,500$45.2T0.55%
53
LINLINDE PLC
120,500$44.9T0.54%
54
ROKROCKWELL AUTOMATION INC
154,900$44.3T0.53%
55
CGCARLYLE GROUP INC
1,327,000$40.0T0.48%
56
FDXFEDEX CORP
145,000$38.4T0.46%
57
WHRWHIRLPOOL CORP
282,049$37.7T0.46%
58
NKENIKE INC
368,900$35.3T0.43%
59
JPMJPMORGAN CHASE & CO
241,550$35.0T0.42%
60
TROWPRICE T ROWE GROUP INC
314,000$32.9T0.40%
61
ODFLOLD DOMINION FREIGHT LINE IN
79,500$32.5T0.39%
62
AONAON PLC
99,550$32.3T0.39%
63
ITICINVESTORS TITLE CO NC
213,300$31.6T0.38%
64
SRCLSTERICYCLE INC
668,700$29.9T0.36%
65
TSNTYSON FOODS INC
577,500$29.2T0.35%
66
MMM3M CO
293,750$27.5T0.33%
67
BF/BBROWN FORMAN CORP
474,187$27.4T0.33%
68
VRSKVERISK ANALYTICS INC
114,700$27.1T0.33%
69
HGTYHAGERTY INC
3,000,000$24.5T0.30%
70
SHWSHERWIN WILLIAMS CO
94,172$24.0T0.29%
71
CABOCABLE ONE INC
37,700$23.2T0.28%
72
CVSCVS HEALTH CORP
332,000$23.2T0.28%
73
LMTLOCKHEED MARTIN CORP
56,363$23.1T0.28%
74
COSTCOSTCO WHSL CORP NEW
39,150$22.1T0.27%
75
THGHANOVER INS GROUP INC
189,000$21.0T0.25%
76
CSCOCISCO SYS INC
342,000$18.4T0.22%
77
LBRDALIBERTY BROADBAND CORP
196,750$17.9T0.22%
78
UNPUNION PAC CORP
85,778$17.5T0.21%
79
PAYXPAYCHEX INC
150,000$17.3T0.21%
80
CCKCROWN HLDGS INC
189,500$16.8T0.20%
81
PEPPEPSICO INC
96,210$16.3T0.20%
82
RTXRAYTHEON TECHNOLOGIES CORP
224,000$16.1T0.19%
83
EFXEQUIFAX INC
87,850$16.1T0.19%
84
ALSALLSTATE CORP
141,550$15.8T0.19%
85
BKBANK NEW YORK MELLON CORP
365,250$15.6T0.19%
86
LBRDKLIBERTY BROADBAND CORP
149,859$13.7T0.17%
87
CARRCARRIER GLOBAL CORPORATION
235,000$13.0T0.16%
88
HXLHEXCEL CORP NEW
189,000$12.3T0.15%
89
4I1PHILIP MORRIS INTL INC
114,500$10.6T0.13%
90
SEICSEI INVTS CO
173,200$10.4T0.13%
91
EAELECTRONIC ARTS INC
80,800$9.7T0.12%
92
RNRRENAISSANCERE HLDGS LTD
49,000$9.7T0.12%
93
CECELANESE CORP DEL
76,800$9.6T0.12%
94
OTISOTIS WORLDWIDE CORP
114,620$9.2T0.11%
95
DYHTARGET CORP
83,000$9.2T0.11%
96
COFCAPITAL ONE FINL CORP
90,000$8.7T0.11%
97
IQVIQVIA HLDGS INC
43,826$8.6T0.10%
98
AMTAMERICAN TOWER CORP NEW
51,910$8.5T0.10%
99
WFCWELLS FARGO CO NEW
204,450$8.4T0.10%
100
SMGSCOTTS MIRACLE-GRO CO
156,000$8.1T0.10%
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