MARKEL GROUP INC. Q4 2023 Filing
Filed February 2, 2024
Portfolio Value
$9.2T
Holdings
128
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (128 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1,114 | $604.5B | 6.57% | |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,531,971 | $546.4B | 5.94% | |
| 3 | GOOGALPHABET INC | 2,749,860 | $387.5B | 4.21% | |
| 4 | BNBROOKFIELD CORP | 8,715,741 | $349.7B | 3.80% | |
| 5 | DEDEERE & CO | 797,800 | $319.0B | 3.47% | |
| 6 | HDHOME DEPOT INC | 920,000 | $318.8B | 3.47% | |
| 7 | AMZNAMAZON COM INC | 2,030,760 | $308.6B | 3.35% | |
| 8 | VVISA INC | 999,285 | $260.2B | 2.83% | |
| 9 | WSOWATSCO INC | 556,750 | $238.6B | 2.59% | |
| 10 | AAPLAPPLE INC | 1,225,890 | $236.0B | 2.57% | |
| 11 | ADIANALOG DEVICES INC | 1,163,971 | $231.1B | 2.51% | |
| 12 | NVONOVO-NORDISK A S | 2,150,000 | $222.4B | 2.42% | |
| 13 | DEODIAGEO PLC | 1,354,708 | $197.3B | 2.15% | |
| 14 | MSFTMICROSOFT CORP | 498,480 | $187.4B | 2.04% | |
| 15 | DISDISNEY WALT CO | 2,031,665 | $183.4B | 1.99% | |
| 16 | BLKCHFBLACKROCK INC | 220,200 | $178.8B | 1.94% | |
| 17 | BXBLACKSTONE INC | 1,229,000 | $160.9B | 1.75% | |
| 18 | RLIRLI CORP | 1,197,272 | $159.4B | 1.73% | |
| 19 | LOWLOWES COS INC | 656,980 | $146.2B | 1.59% | |
| 20 | GSGOLDMAN SACHS GROUP INC | 359,360 | $138.6B | 1.51% | |
| 21 | MRSHMARSH & MCLENNAN COS INC | 684,500 | $129.7B | 1.41% | |
| 22 | TXNTEXAS INSTRS INC | 724,000 | $123.4B | 1.34% | |
| 23 | KKRKKR & CO INC | 1,451,800 | $120.3B | 1.31% | |
| 24 | PGRPROGRESSIVE CORP | 753,750 | $120.1B | 1.31% | |
| 25 | ADMARCHER DANIELS MIDLAND CO | 1,463,300 | $105.7B | 1.15% | |
| 26 | GDGENERAL DYNAMICS CORP | 391,000 | $101.5B | 1.10% | |
| 27 | LPLALPL FINL HLDGS INC | 426,386 | $97.1B | 1.06% | |
| 28 | JNJJOHNSON & JOHNSON | 610,800 | $95.7B | 1.04% | |
| 29 | APOAPOLLO GLOBAL MGMT INC | 1,012,500 | $94.4B | 1.03% | |
| 30 | METAMETA PLATFORMS INC | 264,681 | $93.7B | 1.02% | |
| 31 | SCHWSCHWAB CHARLES CORP | 1,334,766 | $91.8B | 1.00% | |
| 32 | AXPAMERICAN EXPRESS CO | 484,250 | $90.7B | 0.99% | |
| 33 | CATCATERPILLAR INC | 303,100 | $89.6B | 0.97% | |
| 34 | DGDOLLAR GEN CORP NEW | 654,250 | $88.9B | 0.97% | |
| 35 | MAMASTERCARD INCORPORATED | 207,540 | $88.5B | 0.96% | |
| 36 | BAMBROOKFIELD ASSET MANAGMT LTD | 2,193,953 | $88.1B | 0.96% | |
| 37 | ITWILLINOIS TOOL WKS INC | 327,500 | $85.8B | 0.93% | |
| 38 | MCOMOODYS CORP | 213,890 | $83.5B | 0.91% | |
| 39 | MSCIMSCI INC | 142,850 | $80.8B | 0.88% | |
| 40 | NVRNVR INC | 11,124 | $77.9B | 0.85% | |
| 41 | GOOGLALPHABET INC | 555,000 | $77.5B | 0.84% | |
| 42 | SPGIS&P GLOBAL INC | 150,690 | $66.4B | 0.72% | |
| 43 | ROLROLLINS INC | 1,407,275 | $61.5B | 0.67% | |
| 44 | ACNACCENTURE PLC IRELAND | 159,400 | $55.9B | 0.61% | |
| 45 | FDSFACTSET RESH SYS INC | 116,720 | $55.7B | 0.61% | |
| 46 | ECLECOLAB INC | 274,300 | $54.4B | 0.59% | |
| 47 | NSCNORFOLK SOUTHN CORP | 229,500 | $54.2B | 0.59% | |
| 48 | HEIHEICO CORP NEW | 379,644 | $54.1B | 0.59% | |
| 49 | CGCARLYLE GROUP INC | 1,327,000 | $54.0B | 0.59% | |
| 50 | LINLINDE PLC | 126,200 | $51.8B | 0.56% | |
| 51 | SBUXSTARBUCKS CORP | 532,318 | $51.1B | 0.56% | |
| 52 | BF/ABROWN FORMAN CORP | 843,000 | $50.2B | 0.55% | |
| 53 | ROKROCKWELL AUTOMATION INC | 154,900 | $48.1B | 0.52% | |
| 54 | CMCSACOMCAST CORP NEW | 1,060,741 | $46.5B | 0.51% | |
| 55 | JPMJPMORGAN CHASE & CO | 252,550 | $43.0B | 0.47% | |
| 56 | NKENIKE INC | 368,900 | $40.1B | 0.44% | |
| 57 | FDXFEDEX CORP | 156,500 | $39.6B | 0.43% | |
| 58 | TSNTYSON FOODS INC | 697,500 | $37.5B | 0.41% | |
| 59 | ODFLOLD DOMINION FREIGHT LINE IN | 91,000 | $36.9B | 0.40% | |
| 60 | ITICINVESTORS TITLE CO NC | 213,300 | $34.6B | 0.38% | |
| 61 | WHRWHIRLPOOL CORP | 282,049 | $34.3B | 0.37% | |
| 62 | TROWPRICE T ROWE GROUP INC | 314,000 | $33.8B | 0.37% | |
| 63 | SRCLSTERICYCLE INC | 668,700 | $33.1B | 0.36% | |
| 64 | MMM3M CO | 293,750 | $32.1B | 0.35% | |
| 65 | AONAON PLC | 105,350 | $30.7B | 0.33% | |
| 66 | SHWSHERWIN WILLIAMS CO | 94,172 | $29.4B | 0.32% | |
| 67 | VRSKVERISK ANALYTICS INC | 120,700 | $28.8B | 0.31% | |
| 68 | BF/BBROWN FORMAN CORP | 474,187 | $27.1B | 0.29% | |
| 69 | CVSCVS HEALTH CORP | 332,000 | $26.2B | 0.28% | |
| 70 | THGHANOVER INS GROUP INC | 214,000 | $26.0B | 0.28% | |
| 71 | COSTCOSTCO WHSL CORP NEW | 39,150 | $25.8B | 0.28% | |
| 72 | LMTLOCKHEED MARTIN CORP | 56,363 | $25.5B | 0.28% | |
| 73 | CABOCABLE ONE INC | 44,200 | $24.6B | 0.27% | |
| 74 | EFXEQUIFAX INC | 97,850 | $24.2B | 0.26% | |
| 75 | HGTYHAGERTY INC | 3,000,000 | $23.4B | 0.25% | |
| 76 | ALSALLSTATE CORP | 154,550 | $21.6B | 0.24% | |
| 77 | UNPUNION PAC CORP | 85,778 | $21.1B | 0.23% | |
| 78 | RTXRTX CORPORATION | 224,000 | $18.8B | 0.20% | |
| 79 | PAYXPAYCHEX INC | 150,000 | $17.9B | 0.19% | |
| 80 | CCKCROWN HLDGS INC | 189,500 | $17.4B | 0.19% | |
| 81 | CSCOCISCO SYS INC | 342,000 | $17.3B | 0.19% | |
| 82 | DYHTARGET CORP | 121,000 | $17.2B | 0.19% | |
| 83 | PEPPEPSICO INC | 96,210 | $16.3B | 0.18% | |
| 84 | HXLHEXCEL CORP NEW | 189,000 | $13.9B | 0.15% | |
| 85 | CARRCARRIER GLOBAL CORPORATION | 235,000 | $13.5B | 0.15% | |
| 86 | CECELANESE CORP DEL | 77,800 | $12.1B | 0.13% | |
| 87 | COFCAPITAL ONE FINL CORP | 91,000 | $11.9B | 0.13% | |
| 88 | RNRRENAISSANCERE HLDGS LTD | 60,500 | $11.9B | 0.13% | |
| 89 | IQVIQVIA HLDGS INC | 50,626 | $11.7B | 0.13% | |
| 90 | AMTAMERICAN TOWER CORP NEW | 51,910 | $11.2B | 0.12% | |
| 91 | EAELECTRONIC ARTS INC | 80,800 | $11.1B | 0.12% | |
| 92 | SEICSEI INVTS CO | 173,200 | $11.0B | 0.12% | |
| 93 | 4I1PHILIP MORRIS INTL INC | 114,500 | $10.8B | 0.12% | |
| 94 | TMOTHERMO FISHER SCIENTIFIC INC | 19,600 | $10.4B | 0.11% | |
| 95 | OTISOTIS WORLDWIDE CORP | 114,620 | $10.3B | 0.11% | |
| 96 | WFCWELLS FARGO CO NEW | 204,450 | $10.1B | 0.11% | |
| 97 | SMGSCOTTS MIRACLE-GRO CO | 156,000 | $9.9B | 0.11% | |
| 98 | CBRLCRACKER BARREL OLD CTRY STOR | 111,000 | $8.6B | 0.09% | |
| 99 | KMXCARMAX INC | 110,500 | $8.5B | 0.09% | |
| 100 | SHOPSHOPIFY INC | 102,750 | $8.0B | 0.09% |
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