SmartMoneyDB

MARKEL GROUP INC.

GLEN ALLEN, VA · CIK 0001096343

Portfolio Value: $7.90B
Positions: 125
Period: 2021-06-30
Filed: 2021-08-06
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016

Portfolio Value

$7.90B

Positions

125

New

9

Increased

35

Decreased

0

Sold Out

108

MARKEL GROUP INC. Q2 2021 13F Filing Summary

MARKEL GROUP INC. (GLEN ALLEN, VA) reported a portfolio value of $7.90B across 125 positions in their Q2 2021 SEC 13F filing (period ending 2021-06-30). Top holdings include BRK-B ($466.32M), BN ($444.33M), BRK-B ($425.76M). The top 10 positions account for 42.9% of the portfolio. This quarter saw 9 new positions, 35 increases, 108 complete exits. Notable new buys: TPL ($7.20M), MRVL ($4.03M), MTSI ($3.78M). Notable exits: EA, INTR, GWRE.

All Holdings

#StockValue↓WeightChange
1
BRK-BBERKSHIRE HATHAWAY I
CL A
$466.32M
5.90%
-
2
BNBROOKFIELD ASSET MGM
CL A LTD VT SH
$444.33M
5.62%
+0.1%
3
BRK-BBERKSHIRE HATHAWAY I
CL B NEW
$425.76M
5.39%
-
4
GOOGALPHABET INC
CAP STK CL C
$344.60M
4.36%
-
5
AMZNAMAZON COM INC
COM
$338.92M
4.29%
+0.1%
6
DISDISNEY WALT CO
COM
$327.67M
4.15%
+0.0%
7
HDHOME DEPOT INC
COM
$293.38M
3.71%
-
8
DEDEERE & CO
COM
$266.58M
3.37%
-
9
DEODIAGEO PLC
SPON ADR NEW
$258.82M
3.28%
-
10
VVISA INC
COM CL A
$224.01M
2.84%
+0.0%
11
BLKBLACKROCK INC
COM
$192.67M
2.44%
-
12
AAPLAPPLE INC
COM
$164.15M
2.08%
-
13
ADIANALOG DEVICES INC
COM
$153.47M
1.94%
+0.6%
14
TXNTEXAS INSTRS INC
COM
$139.22M
1.76%
-
15
GSGOLDMAN SACHS GROUP
COM
$130.51M
1.65%
+0.1%
16
MSFTMICROSOFT CORP
COM
$130.03M
1.65%
+0.1%
17
RLIRLI CORP
COM
$125.22M
1.59%
-
18
BXBLACKSTONE GROUP INC
COM
$119.39M
1.51%
-
19
WSOWATSCO INC
COM
$116.52M
1.47%
+0.7%
20
LOWLOWES COS INC
COM
$114.24M
1.45%
+0.1%
21
JNJJOHNSON & JOHNSON
COM
$100.62M
1.27%
-
22
NVONOVO-NORDISK A S
ADR
$90.05M
1.14%
-
23
ADMARCHER DANIELS MIDLA
COM
$88.68M
1.12%
-
24
NNBRMARSH & MCLENNAN COS
COM
$85.75M
1.09%
-
25
KKRKKR & CO INC
COM
$83.40M
1.06%
+0.6%
26
AXPAMERICAN EXPRESS CO
COM
$80.01M
1.01%
+0.0%
27
SCHWSCHWAB CHARLES CORP
COM
$79.75M
1.01%
-
28
MCOMOODYS CORP
COM
$76.55M
0.97%
-
29
MAMASTERCARD INCORPORA
CL A
$75.77M
0.96%
+0.0%
30
ITWILLINOIS TOOL WKS IN
COM
$73.22M
0.93%
-
31
MSCIMSCI INC
COM
$73.03M
0.92%
-
32
GDGENERAL DYNAMICS COR
COM
$72.86M
0.92%
-
33
PGRPROGRESSIVE CORP
COM
$68.09M
0.86%
+0.2%
34
ECLECOLAB INC
COM
$63.71M
0.81%
-
35
GTLLAPOLLO GLOBAL MGMT I
COM CL A
$62.98M
0.80%
-
36
CATCATERPILLAR INC
COM
$62.57M
0.79%
-
37
TROWPRICE T ROWE GROUP I
COM
$62.16M
0.79%
-
38
SPGIS&P GLOBAL INC
COM
$60.97M
0.77%
+0.2%
39
NSCNORFOLK SOUTHN CORP
COM
$60.91M
0.77%
-
40
WHRWHIRLPOOL CORP
COM
$60.36M
0.76%
+1.0%
41
BF-ABROWN FORMAN CORP
CL A
$59.43M
0.75%
-
42
SBUXSTARBUCKS CORP
COM
$59.07M
0.75%
+0.1%
43
CGCARLYLE GROUP INC
COM
$56.89M
0.72%
+0.2%
44
NKENIKE INC
CL B
$56.54M
0.72%
-
45
COLFAX CORP
COM
$52.00M
0.66%
-
46
METAFACEBOOK INC
CL A
$51.39M
0.65%
+0.8%
47
MMM3M CO
COM
$47.81M
0.61%
+1.1%
48
NVRNVR INC
COM
$47.44M
0.60%
+0.1%
49
ACNACCENTURE PLC IRELAN
SHS CLASS A
$46.99M
0.59%
-
50
HEIHEICO CORP NEW
CL A
$42.61M
0.54%
-
Showing 1-50 of 125

Position Changes

StockValueShares
TPLTEXAS PACIFIC LAND C
$7.20M4,500
MRVLMARVELL TECHNOLOGY INC
$4.03M69,000
MTSIMACOM TECH SOLUTIONS
$3.78M59,000
BNBROOKFIELD ASSET MGMT REINS
$3.13M60,102
CRMSALESFORCE COM INC
$428.00K1,753
ROPROPER TECHNOLOGIES I
$386.00K820
IACIAC INTERACTIVECORP
$378.00K2,454
WIXWIX COM LTD
$348.00K1,200
NFLXNETFLIX INC
$227.00K430