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 128 equity positions with a total reported market value of $12.54B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

128
Positions
$12.54B
Total AUM (reported)
72.46M
Total Shares

Allocation by class

TOTAL AUM$12.54B128 positions
COM$7.65B61.0%
CL A$1.38B11.0%
CAP STK CL C$862.91M6.9%
CL B NEW$770.05M6.1%
CL A LTD VT SH$599.95M4.8%
COM CL A$383.07M3.1%
CAP STK CL A$179.04M1.4%

Portfolio Concentration

Top 319.7%4โ€“1022.3%11โ€“2523.8%Rest34.2%TOP 1042.0%0%100%
Top 3$2.47B19.7%
4โ€“10$2.79B22.3%
11โ€“25$2.99B23.8%
Rest$4.29B34.2%

Top 3 weight

19.7%

Top 10 weight

42.0%

Voting Authority Distribution

Total shares with voting rights: 72.46M

Sole

Full voting authority

72.46M

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)

Sole79
Shared0
Other49
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings128
Rows:

ALPHABET INC

SOLE
CAP STK CL C
Shares2.75M
TypeSH
Market value$862.91M
6.88%
Sole
2.75M
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL A
Shares1.11K
TypeSH
Market value$840.85M
6.70%
Sole
1.11K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares1.53M
TypeSH
Market value$770.05M
6.14%
Sole
1.53M
Shared
0.00
None
0.00

BROOKFIELD CORP

SOLE
CL A LTD VT SH
Shares13.07M
TypeSH
Market value$599.95M
4.78%
Sole
13.07M
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares2.03M
TypeSH
Market value$468.74M
3.74%
Sole
2.03M
Shared
0.00
None
0.00

DEERE & CO

DFND
COM
Shares877.90K
TypeSH
Market value$408.72M
3.26%
Sole
877.90K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares999.28K
TypeSH
Market value$350.46M
2.79%
Sole
999.28K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares1.23M
TypeSH
Market value$333.65M
2.66%
Sole
1.23M
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares920K
TypeSH
Market value$316.57M
2.52%
Sole
920K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares359.36K
TypeSH
Market value$315.88M
2.52%
Sole
359.36K
Shared
0.00
None
0.00

ANALOG DEVICES INC

SOLE
COM
Shares1.02M
TypeSH
Market value$277.50M
2.21%
Sole
1.02M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares535.68K
TypeSH
Market value$259.07M
2.07%
Sole
535.68K
Shared
0.00
None
0.00

BLACKROCK INC

SOLE
COM
Shares220.20K
TypeSH
Market value$235.69M
1.88%
Sole
220.20K
Shared
0.00
None
0.00

DISNEY WALT CO

SOLE
COM
Shares2.03M
TypeSH
Market value$231.14M
1.84%
Sole
2.03M
Shared
0.00
None
0.00

LPL FINL HLDGS INC

SOLE
COM
Shares559.95K
TypeSH
Market value$200.00M
1.59%
Sole
559.95K
Shared
0.00
None
0.00

WATSCO INC

SOLE
COM
Shares577.67K
TypeSH
Market value$194.65M
1.55%
Sole
577.67K
Shared
0.00
None
0.00

BLACKSTONE INC

SOLE
COM
Shares1.23M
TypeSH
Market value$189.44M
1.51%
Sole
1.23M
Shared
0.00
None
0.00

CATERPILLAR INC

SOLE
COM
Shares328.65K
TypeSH
Market value$188.27M
1.50%
Sole
328.65K
Shared
0.00
None
0.00

KKR & CO INC

SOLE
COM
Shares1.45M
TypeSH
Market value$185.08M
1.48%
Sole
1.45M
Shared
0.00
None
0.00

AMERICAN EXPRESS CO

SOLE
COM
Shares488.50K
TypeSH
Market value$180.72M
1.44%
Sole
488.50K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares572K
TypeSH
Market value$179.04M
1.43%
Sole
572K
Shared
0.00
None
0.00

LOWES COS INC

SOLE
COM
Shares734.48K
TypeSH
Market value$177.13M
1.41%
Sole
734.48K
Shared
0.00
None
0.00

PROGRESSIVE CORP

SOLE
COM
Shares753.75K
TypeSH
Market value$171.64M
1.37%
Sole
753.75K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares248.30K
TypeSH
Market value$163.90M
1.31%
Sole
248.30K
Shared
0.00
None
0.00

RLI CORP

SOLE
COM
Shares2.39M
TypeSH
Market value$153.20M
1.22%
Sole
2.39M
Shared
0.00
None
0.00
Page 1 of 6
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MARKEL GROUP INC. 13F Holdings โ€” 128 Positions | Finecho