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Size ($ in 1000's)
At 12/31/2023: $9,198,712
At 09/30/2023: $8,283,710
Combined Holding Report Includes:
MARKEL GROUP INC.
Markel Gayner Asset Management Corporation
Markel Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Markel Group Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Markel Group Inc. top holdings by largest position size, as per the latest 13f filing made by Markel Group Inc..
In the Markel Group Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Markel Group Inc. in that top holding, then the share count change between reporting periods, and finally the Markel Group Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
 BERKSHIRE HATHAWAY INC DEL |
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$1,150,877 | | BRK.A | 1,114 | UNCH | $604,484 | | BRK.B | 1,531,971 | UNCH | $546,393 | | ALPHABET INC |
2,749,860 |
UNCH |
$387,538 | | GOOG | 2,749,860 | UNCH | $387,538 | | BROOKFIELD CORP |
8,715,741 |
UNCH |
$349,676 | | BN | 8,715,741 | UNCH | $349,676 | | DEERE & CO |
797,800 |
+39,000 |
$319,016 | | DE | 797,800 | +39,000 | $319,016 | | HOME DEPOT INC |
920,000 |
UNCH |
$318,826 | | HD | 920,000 | UNCH | $318,826 | | AMAZON COM INC |
2,030,760 |
+5,800 |
$308,554 | | AMZN | 2,030,760 | +5,800 | $308,554 | | VISA INC |
999,285 |
UNCH |
$260,164 | | V | 999,285 | UNCH | $260,164 | | WATSCO INC |
556,750 |
+11,000 |
$238,551 | | WSO | 556,750 | +11,000 | $238,551 | | APPLE INC |
1,225,890 |
+4,000 |
$236,021 | | AAPL | 1,225,890 | +4,000 | $236,021 | | ANALOG DEVICES INC |
1,163,971 |
+35,300 |
$231,118 | | ADI | 1,163,971 | +35,300 | $231,118 | | NOVO NORDISK A S |
2,150,000 |
UNCH |
$222,418 | | NVO | 2,150,000 | UNCH | $222,418 | | DIAGEO PLC |
1,354,708 |
+4,500 |
$197,327 | | DEO | 1,354,708 | +4,500 | $197,327 | | MICROSOFT CORP |
498,480 |
+6,000 |
$187,448 | | MSFT | 498,480 | +6,000 | $187,448 | | DISNEY WALT CO |
2,031,665 |
+2,000 |
$183,439 | | DIS | 2,031,665 | +2,000 | $183,439 | | BLACKROCK INC |
220,200 |
UNCH |
$178,758 | | BLK | 220,200 | UNCH | $178,758 | | BLACKSTONE INC |
1,229,000 |
UNCH |
$160,901 | | BX | 1,229,000 | UNCH | $160,901 | | RLI CORP |
1,197,272 |
UNCH |
$159,381 | | RLI | 1,197,272 | UNCH | $159,381 | | LOWES COS INC |
656,980 |
+11,500 |
$146,211 | | LOW | 656,980 | +11,500 | $146,211 | | GOLDMAN SACHS GROUP INC |
359,360 |
UNCH |
$138,630 | | GS | 359,360 | UNCH | $138,630 | | MARSH & MCLENNAN COS INC |
684,500 |
+12,000 |
$129,692 | | MMC | 684,500 | +12,000 | $129,692 | | TEXAS INSTRS INC |
724,000 |
UNCH |
$123,413 | | TXN | 724,000 | UNCH | $123,413 | | KKR & CO INC |
1,451,800 |
UNCH |
$120,282 | | KKR | 1,451,800 | UNCH | $120,282 | | PROGRESSIVE CORP |
753,750 |
UNCH |
$120,057 | | PGR | 753,750 | UNCH | $120,057 | | ARCHER DANIELS MIDLAND CO |
1,463,300 |
UNCH |
$105,680 | | ADM | 1,463,300 | UNCH | $105,680 | | GENERAL DYNAMICS CORP |
391,000 |
UNCH |
$101,531 | | GD | 391,000 | UNCH | $101,531 | | LPL FINL HLDGS INC |
426,386 |
+125,122 |
$97,054 | | LPLA | 426,386 | +125,122 | $97,054 | | JOHNSON & JOHNSON |
610,800 |
UNCH |
$95,737 | | JNJ | 610,800 | UNCH | $95,737 | | APOLLO GLOBAL MGMT INC |
1,012,500 |
UNCH |
$94,355 | | APO | 1,012,500 | UNCH | $94,355 | | META PLATFORMS INC |
264,681 |
+5,800 |
$93,686 | | META | 264,681 | +5,800 | $93,686 | | SCHWAB CHARLES CORP |
1,334,766 |
+58,000 |
$91,832 | | SCHW | 1,334,766 | +58,000 | $91,832 | | AMERICAN EXPRESS CO |
484,250 |
UNCH |
$90,719 | | AXP | 484,250 | UNCH | $90,719 | | CATERPILLAR INC |
303,100 |
+4,000 |
$89,618 | | CAT | 303,100 | +4,000 | $89,618 | | DOLLAR GEN CORP NEW |
654,250 |
+64,000 |
$88,945 | | DG | 654,250 | +64,000 | $88,945 | | MASTERCARD INCORPORATED |
207,540 |
UNCH |
$88,518 | | MA | 207,540 | UNCH | $88,518 | | BROOKFIELD ASSET MANAGMT LTD |
2,193,953 |
UNCH |
$88,131 | | BAM | 2,193,953 | UNCH | $88,131 | | ILLINOIS TOOL WKS INC |
327,500 |
UNCH |
$85,785 | | ITW | 327,500 | UNCH | $85,785 | | MOODYS CORP |
213,890 |
UNCH |
$83,537 | | MCO | 213,890 | UNCH | $83,537 | | MSCI INC |
142,850 |
UNCH |
$80,803 | | MSCI | 142,850 | UNCH | $80,803 | | NVR INC |
11,124 |
+300 |
$77,873 | | NVR | 11,124 | +300 | $77,873 | | ALPHABET INC |
555,000 |
UNCH |
$77,528 | | GOOGL | 555,000 | UNCH | $77,528 | | BROWN FORMAN CORP |
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$77,310 | | BF.A | 843,000 | UNCH | $50,234 | | BF.B | 474,187 | UNCH | $27,076 | | S&P GLOBAL INC |
150,690 |
UNCH |
$66,382 | | SPGI | 150,690 | UNCH | $66,382 | | ROLLINS INC |
1,407,275 |
+24,000 |
$61,456 | | ROL | 1,407,275 | +24,000 | $61,456 | | ACCENTURE PLC IRELAND |
159,400 |
UNCH |
$55,935 | | ACN | 159,400 | UNCH | $55,935 | | FACTSET RESH SYS INC |
116,720 |
UNCH |
$55,681 | | FDS | 116,720 | UNCH | $55,681 | | ECOLAB INC |
274,300 |
UNCH |
$54,407 | | ECL | 274,300 | UNCH | $54,407 | | NORFOLK SOUTHN CORP |
229,500 |
UNCH |
$54,249 | | NSC | 229,500 | UNCH | $54,249 | | HEICO CORP NEW |
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$54,076 | | HEI.A | 379,644 | UNCH | $54,076 | | CARLYLE GROUP INC |
1,327,000 |
UNCH |
$53,996 | | CG | 1,327,000 | UNCH | $53,996 | | LINDE PLC |
126,200 |
+5,700 |
$51,832 | | LIN | 126,200 | +5,700 | $51,832 |
See Full List: All Stocks Held By Markel Group Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Markel Group Inc.
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