MARKEL GROUP INC.

PublicCIK: 1096343
MKLNYSE
Location

GLEN ALLEN, VA

๐Ÿ“‹ What this filing means

MARKEL GROUP INC. filed this quarterly 13Fโ€‘HR report disclosing 137 equity positions with a total reported market value of $11.83B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

137
Positions
$11.83B
Total AUM (reported)
67.69M
Total Shares

Allocation by class

TOTAL AUM$11.83B137 positions
COM$7.44B62.9%
CL A$1.40B11.8%
CL B NEW$744.19M6.3%
CL A LTD VT SH$539.07M4.6%
CAP STK CL C$487.80M4.1%
COM CL A$382.85M3.2%
ADR$155.89M1.3%

Portfolio Concentration

Top 317.7%4โ€“1022.1%11โ€“2525.7%Rest34.6%TOP 1039.8%0%100%
Top 3$2.10B17.7%
4โ€“10$2.61B22.1%
11โ€“25$3.03B25.7%
Rest$4.09B34.6%

Top 3 weight

17.7%

Top 10 weight

39.8%

Voting Authority Distribution

Total shares with voting rights: 67.69M

Sole

Full voting authority

67.69M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole82
Shared0
Other55
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings137
Rows:

BERKSHIRE HATHAWAY INC DEL

SOLE
CL A
Shares1.11K
TypeSH
Market value$811.88M
6.86%
Sole
1.11K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares1.53M
TypeSH
Market value$744.19M
6.29%
Sole
1.53M
Shared
0.00
None
0.00

BROOKFIELD CORP

SOLE
CL A LTD VT SH
Shares8.72M
TypeSH
Market value$539.07M
4.56%
Sole
8.72M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares2.75M
TypeSH
Market value$487.80M
4.12%
Sole
2.75M
Shared
0.00
None
0.00

DEERE & CO

DFND
COM
Shares877.90K
TypeSH
Market value$446.40M
3.77%
Sole
877.90K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares2.03M
TypeSH
Market value$445.53M
3.77%
Sole
2.03M
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares999.28K
TypeSH
Market value$354.80M
3.00%
Sole
999.28K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares920K
TypeSH
Market value$337.31M
2.85%
Sole
920K
Shared
0.00
None
0.00

ANALOG DEVICES INC

SOLE
COM
Shares1.17M
TypeSH
Market value$277.93M
2.35%
Sole
1.17M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares527.48K
TypeSH
Market value$262.37M
2.22%
Sole
527.48K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares359.36K
TypeSH
Market value$254.34M
2.15%
Sole
359.36K
Shared
0.00
None
0.00

DISNEY WALT CO

SOLE
COM
Shares2.03M
TypeSH
Market value$251.95M
2.13%
Sole
2.03M
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares1.23M
TypeSH
Market value$251.80M
2.13%
Sole
1.23M
Shared
0.00
None
0.00

WATSCO INC

SOLE
COM
Shares565.17K
TypeSH
Market value$249.59M
2.11%
Sole
565.17K
Shared
0.00
None
0.00

BLACKROCK INC

SOLE
COM
Shares220.20K
TypeSH
Market value$231.04M
1.95%
Sole
220.20K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares280.28K
TypeSH
Market value$206.87M
1.75%
Sole
280.28K
Shared
0.00
None
0.00

LPL FINL HLDGS INC

SOLE
COM
Shares544.60K
TypeSH
Market value$204.21M
1.73%
Sole
544.60K
Shared
0.00
None
0.00

PROGRESSIVE CORP

SOLE
COM
Shares753.75K
TypeSH
Market value$201.15M
1.70%
Sole
753.75K
Shared
0.00
None
0.00

KKR & CO INC

SOLE
COM
Shares1.45M
TypeSH
Market value$193.13M
1.63%
Sole
1.45M
Shared
0.00
None
0.00

BLACKSTONE INC

SOLE
COM
Shares1.23M
TypeSH
Market value$183.83M
1.55%
Sole
1.23M
Shared
0.00
None
0.00

RLI CORP

DFND
COM
Shares2.39M
TypeSH
Market value$172.93M
1.46%
Sole
2.39M
Shared
0.00
None
0.00

MARSH & MCLENNAN COS INC

SOLE
COM
Shares748.75K
TypeSH
Market value$163.71M
1.38%
Sole
748.75K
Shared
0.00
None
0.00

LOWES COS INC

SOLE
COM
Shares717.23K
TypeSH
Market value$159.13M
1.35%
Sole
717.23K
Shared
0.00
None
0.00

NOVO-NORDISK A S

SOLE
ADR
Shares2.26M
TypeSH
Market value$155.89M
1.32%
Sole
2.26M
Shared
0.00
None
0.00

AMERICAN EXPRESS CO

SOLE
COM
Shares484.25K
TypeSH
Market value$154.47M
1.31%
Sole
484.25K
Shared
0.00
None
0.00
Page 1 of 6
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MARKEL GROUP INC. 13F Holdings โ€” 137 Positions | Finecho