MARKEL GROUP INC. Q4 2022 Filing

Filed February 3, 2023

Portfolio Value

$7.5T

Holdings

134

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (134 positions)

#StockSharesValue% PortfolioType
1
BRK-BBERKSHIRE HATHAWAY INC DEL
1,114$522.1B7.00%
2
BRK/BBERKSHIRE HATHAWAY INC DEL
1,531,971$473.2B6.34%
3
DEDEERE & CO
755,800$324.1B4.34%
4
HDHOME DEPOT INC
920,000$290.6B3.90%
5
BNBROOKFIELD CORP
8,715,741$274.2B3.68%
6
GOOGALPHABET INC
2,749,860$244.0B3.27%
7
DEODIAGEO PLC
1,350,208$240.6B3.23%
8
VVISA INC
963,261$200.1B2.68%
9
ADIANALOG DEVICES INC
1,109,071$181.9B2.44%
10
DISDISNEY WALT CO
2,005,665$174.3B2.34%
11
AMZNAMAZON COM INC
1,997,860$167.8B2.25%
12
RLIRLI CORP
1,197,272$157.2B2.11%
13
AAPLAPPLE INC
1,206,990$156.8B2.10%
14
BLKCHFBLACKROCK INC
220,200$156.0B2.09%
15
NVONOVO-NORDISK A S
1,075,000$145.5B1.95%
16
ADMARCHER DANIELS MIDLAND CO
1,463,300$135.9B1.82%
17
WSOWATSCO INC
500,250$124.8B1.67%
18
GSGOLDMAN SACHS GROUP INC
359,360$123.4B1.65%
19
LOWLOWES COS INC
606,480$120.8B1.62%
20
TXNTEXAS INSTRS INC
724,000$119.6B1.60%
21
MSFTMICROSOFT CORP
479,980$115.1B1.54%
22
JNJJOHNSON & JOHNSON
610,800$107.9B1.45%
23
MRSHMARSH & MCLENNAN COS INC
640,500$106.0B1.42%
24
PGRPROGRESSIVE CORP
753,750$97.8B1.31%
25
GDGENERAL DYNAMICS CORP
391,000$97.0B1.30%
26
SCHWSCHWAB CHARLES CORP
1,135,300$94.5B1.27%
27
BXBLACKSTONE INC
1,229,000$91.2B1.22%
28
MAMASTERCARD INCORPORATED
207,540$72.2B0.97%
29
ITWILLINOIS TOOL WKS INC
327,500$72.1B0.97%
30
AXPAMERICAN EXPRESS CO
484,250$71.5B0.96%
31
CATCATERPILLAR INC
287,500$68.9B0.92%
32
MSCIMSCI INC
142,850$66.4B0.89%
33
KKRKKR & CO INC
1,427,023$66.2B0.89%
34
APOAPOLLO GLOBAL MGMT INC
1,012,500$64.6B0.87%
35
BAMBROOKFIELD ASSET MANAGMT LTD
2,193,958$62.9B0.84%
36
MCOMOODYS CORP
213,890$59.6B0.80%
37
NSCNORFOLK SOUTHN CORP
229,500$56.6B0.76%
38
BF/ABROWN FORMAN CORP
843,000$55.4B0.74%
39
SBUXSTARBUCKS CORP
532,318$52.8B0.71%
40
SPGIS&P GLOBAL INC
150,690$50.5B0.68%
41
ATVIEURACTIVISION BLIZZARD INC
620,600$47.5B0.64%
42
ROLROLLINS INC
1,297,775$47.4B0.64%
43
FDSFACTSET RESH SYS INC
116,720$46.8B0.63%
44
NVRNVR INC
10,029$46.3B0.62%
45
DGDOLLAR GEN CORP NEW
185,250$45.6B0.61%
46
NKENIKE INC
368,900$43.2B0.58%
47
ACNACCENTURE PLC IRELAND
159,400$42.5B0.57%
48
HEIHEICO CORP NEW
354,644$42.5B0.57%
49
ECLECOLAB INC
274,300$39.9B0.54%
50
WHRWHIRLPOOL CORP
282,049$39.9B0.53%
51
ROKROCKWELL AUTOMATION INC
154,900$39.9B0.53%
52
CGCARLYLE GROUP INC
1,327,000$39.6B0.53%
53
MMM3M CO
287,750$34.5B0.46%
54
SEICSEI INVTS CO
589,200$34.3B0.46%
55
TROWPRICE T ROWE GROUP INC
314,000$34.2B0.46%
56
SRCLSTERICYCLE INC
671,071$33.5B0.45%
57
GOOGLALPHABET INC
373,000$32.9B0.44%
58
CMCSACOMCAST CORP NEW
930,572$32.5B0.44%
59
LINLINDE PLC
98,400$32.1B0.43%
60
ITICINVESTORS TITLE CO NC
213,300$31.5B0.42%
61
BF/BBROWN FORMAN CORP
474,187$31.1B0.42%
62
CVSCVS HEALTH CORP
332,000$30.9B0.41%
63
JPMJPMORGAN CHASE & CO
216,550$29.0B0.39%
64
METAMETA PLATFORMS INC
228,017$27.4B0.37%
65
LMTLOCKHEED MARTIN CORP
56,363$27.4B0.37%
66
HGTYHAGERTY INC
3,000,000$25.2B0.34%
67
TSNTYSON FOODS INC
387,000$24.1B0.32%
68
AONAON PLC
80,050$24.0B0.32%
69
RTXRAYTHEON TECHNOLOGIES CORP
224,000$22.6B0.30%
70
SHWSHERWIN WILLIAMS CO
94,172$22.3B0.30%
71
REGNREGENERON PHARMACEUTICALS
30,500$22.0B0.30%
72
LSXMKUSDLIBERTY MEDIA CORP DEL
522,000$20.4B0.27%
73
CABOCABLE ONE INC
26,700$19.0B0.25%
74
FDXFEDEX CORP
107,000$18.5B0.25%
75
COSTCOSTCO WHSL CORP NEW
39,150$17.9B0.24%
76
UNPUNION PAC CORP
85,778$17.8B0.24%
77
ESABESAB CORPORATION
378,357$17.8B0.24%
78
ALSALLSTATE CORP
128,550$17.4B0.23%
79
PEPPEPSICO INC
96,210$17.4B0.23%
80
PAYXPAYCHEX INC
150,000$17.3B0.23%
81
EFXEQUIFAX INC
87,850$17.1B0.23%
82
VRSKVERISK ANALYTICS INC
96,000$16.9B0.23%
83
LM03LIBERTY MEDIA CORP DEL
426,000$16.7B0.22%
84
BKBANK NEW YORK MELLON CORP
365,250$16.6B0.22%
85
THGHANOVER INS GROUP INC
121,000$16.4B0.22%
86
CSCOCISCO SYS INC
342,000$16.3B0.22%
87
LBRDALIBERTY BROADBAND CORP
205,250$15.6B0.21%
88
CCKCROWN HLDGS INC
178,000$14.6B0.20%
89
HCSGHEALTHCARE SVCS GROUP INC
1,200,500$14.4B0.19%
90
LBRDKLIBERTY BROADBAND CORP
172,113$13.1B0.18%
91
NFLXNETFLIX INC
43,000$12.7B0.17%
92
4I1PHILIP MORRIS INTL INC
114,500$11.6B0.16%
93
HXLHEXCEL CORP NEW
189,000$11.1B0.15%
94
AMTAMERICAN TOWER CORP NEW
51,910$11.0B0.15%
95
ODFLOLD DOMINION FREIGHT LINE IN
37,500$10.6B0.14%
96
CARRCARRIER GLOBAL CORPORATION
235,000$9.7B0.13%
97
ENOVENOVIS CORPORATION
178,356$9.5B0.13%
98
CBRLCRACKER BARREL OLD CTRY STOR
97,000$9.2B0.12%
99
OTISOTIS WORLDWIDE CORP
114,620$9.0B0.12%
100
WFCWELLS FARGO CO NEW
204,450$8.4B0.11%
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