MARKEL GROUP INC. Q4 2019 Filing
Filed February 7, 2020
Portfolio Value
$7.2B
Holdings
134
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (134 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KMXCarmax | 4,913,070 | $430.7B | 5980.03% | |
| 2 | BRK-BBerkshire Hathaway, Inc. | 1,105 | $375.2B | 5209.75% | |
| 3 | BRK/BBerkshire Hathaway Class B | 1,526,357 | $345.7B | 4799.81% | |
| 4 | BAMBrookfield Asset Management | 5,794,641 | $334.9B | 4650.01% | |
| 5 | DISDisney | 1,854,430 | $268.2B | 3723.64% | |
| 6 | MARMarriott International | 1,585,269 | $240.1B | 3332.83% | |
| 7 | DEODiageo PLC | 1,349,800 | $227.3B | 3156.18% | |
| 8 | HDHome Depot | 920,000 | $200.9B | 2789.32% | |
| 9 | GOOGAlphabet Inc | 135,558 | $181.2B | 2516.30% | |
| 10 | AMZNAmazon.com | 97,932 | $181.0B | 2512.40% | |
| 11 | VVisa | 955,150 | $179.5B | 2491.70% | |
| 12 | UNHUnited Health Group Inc | 599,000 | $176.1B | 2444.80% | |
| 13 | DEJohn Deere | 1,005,900 | $174.3B | 2419.65% | |
| 14 | WBAWalgreens Boots Alliance Inc | 2,057,500 | $121.3B | 1684.21% | |
| 15 | BLKCHFBlackrock Inc | 220,000 | $110.6B | 1535.43% | |
| 16 | RLIRLI Corporation | 1,197,272 | $107.8B | 1496.35% | |
| 17 | ADIAnalog Devices Inc | 855,811 | $101.7B | 1412.02% | |
| 18 | TXNTexas Instruments Inc | 714,500 | $91.7B | 1272.60% | |
| 19 | ADPAutomatic Data Processing | 530,700 | $90.5B | 1256.24% | |
| 20 | JNJJohnson and Johnson | 610,800 | $89.1B | 1236.98% | |
| 21 | AAPLApple Inc | 300,035 | $88.1B | 1223.21% | |
| 22 | ULUnilever PLC ADR | 1,527,600 | $87.3B | 1212.49% | |
| 23 | GSGoldman Sachs | 341,900 | $78.6B | 1091.42% | |
| 24 | MSFTMicrosoft Corp | 474,620 | $74.8B | 1039.14% | |
| 25 | WSOWatsco Inc | 387,500 | $69.8B | 969.18% | |
| 26 | LOWLowes | 581,000 | $69.6B | 966.01% | |
| 27 | BXBlackstone Group | 1,223,000 | $68.4B | 949.84% | |
| 28 | GDGeneral Dynamics | 387,000 | $68.2B | 947.51% | |
| 29 | MRSHMarsh & McLennan | 609,500 | $67.9B | 942.76% | |
| 30 | ADMArcher Daniels | 1,463,300 | $67.8B | 941.64% | |
| 31 | ELVAnthem Inc | 224,000 | $67.7B | 939.29% | |
| 32 | NVONovo-Nordisk A/S | 1,075,000 | $62.2B | 863.85% | |
| 33 | MAMastercard, Inc | 205,850 | $61.5B | 853.35% | |
| 34 | AXPAmerican Express | 481,250 | $59.9B | 831.78% | |
| 35 | ECLEcolab | 306,300 | $59.1B | 820.70% | |
| 36 | ITWIllinois Tool Works | 319,000 | $57.3B | 795.55% | |
| 37 | BF/ABrown Forman Class A | 843,000 | $52.9B | 734.66% | |
| 38 | SCHWCharles Schwab | 1,082,700 | $51.5B | 714.90% | |
| 39 | MCOMoody's Corp | 209,780 | $49.8B | 691.45% | |
| 40 | APOApollo Global Management - A | 1,012,500 | $48.3B | 670.66% | |
| 41 | PGRProgressive Corp | 640,000 | $46.3B | 643.21% | |
| 42 | SBUXStarbucks Corp | 519,668 | $45.7B | 634.32% | |
| 43 | SMGScotts Miracle-Gro Co | 422,000 | $44.8B | 622.09% | |
| 44 | NSCNorfolk Southern | 229,500 | $44.6B | 618.54% | |
| 45 | TRVThe Travelers Companies Inc | 315,000 | $43.1B | 598.92% | |
| 46 | CATCaterpillar Inc | 284,000 | $41.9B | 582.29% | |
| 47 | ENOVColfax Corporation | 1,135,070 | $41.3B | 573.31% | |
| 48 | MMM3M Company | 228,500 | $40.3B | 559.67% | |
| 49 | SPGIS&P Global | 147,000 | $40.1B | 557.26% | |
| 50 | KKRKKR & Co LLC | 1,365,700 | $39.8B | 553.09% | |
| 51 | CGThe Carlyle Group | 1,210,000 | $38.8B | 538.92% | |
| 52 | WHRWhirlpool Corp | 262,539 | $38.7B | 537.75% | |
| 53 | HASHasbro, Inc | 364,000 | $38.4B | 533.71% | |
| 54 | TROWT.Rowe Price | 314,000 | $38.3B | 531.16% | |
| 55 | NKENike | 366,000 | $37.1B | 514.79% | |
| 56 | SRCLStericycle Inc | 568,000 | $36.2B | 503.19% | |
| 57 | MHKMohawk Industries | 261,000 | $35.6B | 494.18% | |
| 58 | MSCIMSCI | 137,000 | $35.4B | 491.06% | |
| 59 | LYVLive Nation | 488,700 | $34.9B | 484.91% | |
| 60 | ITICInvestors Title Company | 213,300 | $34.0B | 471.44% | |
| 61 | ACNAccenture | 159,400 | $33.6B | 466.00% | |
| 62 | UTXZUnited Technologies | 224,000 | $33.5B | 465.74% | |
| 63 | TSNTyson Foods | 355,500 | $32.4B | 449.34% | |
| 64 | BF/BBrown-Forman Class B | 474,187 | $32.1B | 445.04% | |
| 65 | NVRNVR Inc | 8,355 | $31.8B | 441.76% | |
| 66 | FDSFactset Research | 116,560 | $31.3B | 434.18% | |
| 67 | BABoeing Co | 94,400 | $30.8B | 426.95% | |
| 68 | HEIHeico Corp Class A | 341,644 | $30.6B | 424.67% | |
| 69 | JPMJP Morgan | 215,680 | $30.1B | 417.42% | |
| 70 | METAFacebook | 143,190 | $29.4B | 408.04% | |
| 71 | ROKRockwell Automation Inc | 140,100 | $28.4B | 394.21% | |
| 72 | ROLRollins, Inc. | 819,350 | $27.2B | 377.20% | |
| 73 | LUVSouthwest Airlines | 490,500 | $26.5B | 367.61% | |
| 74 | LBRDALiberty Broadband A | 205,250 | $25.6B | 354.95% | |
| 75 | LSXMKUSDLiberty Sirius Group C | 522,000 | $25.1B | 348.88% | |
| 76 | SEICSEI Investments Co | 383,200 | $25.1B | 348.37% | |
| 77 | CVSCVS Corporation | 332,000 | $24.7B | 342.44% | |
| 78 | PHParker-Hannifin Corp | 118,600 | $24.4B | 338.91% | |
| 79 | DALDelta Air Lines | 417,000 | $24.4B | 338.56% | |
| 80 | CMCSAComcast Corp- Class A | 521,000 | $23.4B | 325.28% | |
| 81 | LBRDKLiberty Broadband Class C | 172,113 | $21.6B | 300.48% | |
| 82 | CHHChoice Hotels Intl Inc | 203,000 | $21.0B | 291.50% | |
| 83 | LM03Liberty Sirius Group A | 426,000 | $20.6B | 285.90% | |
| 84 | LINLinde PLC | 94,400 | $20.1B | 279.03% | |
| 85 | PEPPepsico | 145,600 | $19.9B | 276.27% | |
| 86 | SHWSherwin Williams | 31,000 | $18.1B | 251.15% | |
| 87 | GOOGLAlphabet Inc Class A | 12,500 | $16.7B | 232.44% | |
| 88 | ATVIEURActivision Blizzard Inc | 280,800 | $16.7B | 231.65% | |
| 89 | MCHPMicrochip Technology | 159,000 | $16.7B | 231.17% | |
| 90 | CSCOCisco | 342,000 | $16.4B | 227.72% | |
| 91 | MXIMMaxim Integrated Products | 252,000 | $15.5B | 215.21% | |
| 92 | UNPUnion Pacific | 85,370 | $15.4B | 214.28% | |
| 93 | EFXEquifax Inc | 107,500 | $15.1B | 209.13% | |
| 94 | HCSGHealthcare Services Group | 573,500 | $13.9B | 193.63% | |
| 95 | IFFIntl Flavors & Fragrances | 106,000 | $13.7B | 189.87% | |
| 96 | HXLHexcel Corp | 184,000 | $13.5B | 187.27% | |
| 97 | EAElectronic Arts Inc | 122,400 | $13.2B | 182.69% | |
| 98 | BKBank of New York Mellon Corp | 254,000 | $12.8B | 177.49% | |
| 99 | PAYXPaychex | 150,000 | $12.8B | 177.14% | |
| 100 | FWONALiberty Media Group C | 259,500 | $11.9B | 165.62% |
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