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MARKEL GROUP INC.

GLEN ALLEN, VA · CIK 0001096343

Portfolio Value: $7.46B
Positions: 134
Period: 2022-12-31
Filed: 2023-02-03
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

$7.46B

Positions

134

New

6

Increased

59

Decreased

2

Sold Out

127

MARKEL GROUP INC. Q4 2022 13F Filing Summary

MARKEL GROUP INC. (GLEN ALLEN, VA) reported a portfolio value of $7.46B across 134 positions in their Q4 2022 SEC 13F filing (period ending 2022-12-31). Top holdings include BRK-B ($522.14M), BRK-B ($473.23M), DE ($324.06M). The top 10 positions account for 39.2% of the portfolio. This quarter saw 6 new positions, 59 increases, 2 reductions, 127 complete exits. Notable new buys: BN ($274.20M), BN ($62.90M), BN ($1.88M). Notable exits: BN, BN, UAA.

All Holdings

#StockValue↓WeightChange
1
BRK-BBERKSHIRE HATHAWAY INC DEL
CL A
$522.14M
7.00%
-
2
BRK-BBERKSHIRE HATHAWAY INC DEL
CL B NEW
$473.23M
6.34%
-
3
DEDEERE & CO
COM
$324.06M
4.34%
-
4
HDHOME DEPOT INC
COM
$290.59M
3.90%
-
5
BNBROOKFIELD CORP
CL A LTD VT SH
$274.20M
3.68%
New
6
GOOGALPHABET INC
CAP STK CL C
$244.00M
3.27%
-
7
DEODIAGEO PLC
SPON ADR NEW
$240.59M
3.23%
-
8
VVISA INC
COM CL A
$200.13M
2.68%
+0.1%
9
ADIANALOG DEVICES INC
COM
$181.92M
2.44%
+1.7%
10
DISDISNEY WALT CO
COM
$174.25M
2.34%
+0.7%
11
AMZNAMAZON COM INC
COM
$167.82M
2.25%
+0.7%
12
RLIRLI CORP
COM
$157.17M
2.11%
-
13
AAPLAPPLE INC
COM
$156.82M
2.10%
-
14
BLKBLACKROCK INC
COM
$156.04M
2.09%
-
15
NVONOVO-NORDISK A S
ADR
$145.49M
1.95%
-
16
ADMARCHER DANIELS MIDLAND CO
COM
$135.87M
1.82%
-
17
WSOWATSCO INC
COM
$124.76M
1.67%
+8.2%
18
GSGOLDMAN SACHS GROUP INC
COM
$123.40M
1.65%
+0.6%
19
LOWLOWES COS INC
COM
$120.84M
1.62%
+1.6%
20
TXNTEXAS INSTRS INC
COM
$119.62M
1.60%
-
21
MSFTMICROSOFT CORP
COM
$115.11M
1.54%
-
22
JNJJOHNSON & JOHNSON
COM
$107.90M
1.45%
-
23
NNBRMARSH & MCLENNAN COS INC
COM
$105.99M
1.42%
+1.9%
24
PGRPROGRESSIVE CORP
COM
$97.77M
1.31%
-
25
GDGENERAL DYNAMICS CORP
COM
$97.01M
1.30%
-
26
SCHWSCHWAB CHARLES CORP
COM
$94.53M
1.27%
+1.7%
27
BXBLACKSTONE INC
COM
$91.18M
1.22%
-
28
MAMASTERCARD INCORPORATED
CL A
$72.17M
0.97%
-
29
ITWILLINOIS TOOL WKS INC
COM
$72.15M
0.97%
-
30
AXPAMERICAN EXPRESS CO
COM
$71.55M
0.96%
-
31
CATCATERPILLAR INC
COM
$68.87M
0.92%
-
32
MSCIMSCI INC
COM
$66.45M
0.89%
+0.3%
33
KKRKKR & CO INC
COM
$66.24M
0.89%
-
34
APOAPOLLO GLOBAL MGMT INC
COM
$64.59M
0.87%
-
35
BNBROOKFIELD ASSET MANAGMT LTD
CL A LMT VTG SHS
$62.90M
0.84%
New
36
MCOMOODYS CORP
COM
$59.59M
0.80%
+0.2%
37
NSCNORFOLK SOUTHN CORP
COM
$56.55M
0.76%
-
38
BF-ABROWN FORMAN CORP
CL A
$55.44M
0.74%
-
39
SBUXSTARBUCKS CORP
COM
$52.81M
0.71%
-
40
SPGIS&P GLOBAL INC
COM
$50.47M
0.68%
+0.3%
41
ATVIEURACTIVISION BLIZZARD INC
COM
$47.51M
0.64%
+36.8%
42
ROLROLLINS INC
COM
$47.42M
0.64%
+1.8%
43
CTSFACTSET RESH SYS INC
COM
$46.83M
0.63%
-
44
NVRNVR INC
COM
$46.26M
0.62%
+2.5%
45
DGDOLLAR GEN CORP NEW
COM
$45.62M
0.61%
+8.8%
46
NKENIKE INC
CL B
$43.16M
0.58%
+0.8%
47
ACNACCENTURE PLC IRELAND
SHS CLASS A
$42.53M
0.57%
-
48
HEIHEICO CORP NEW
CL A
$42.50M
0.57%
+3.4%
49
ECLECOLAB INC
COM
$39.93M
0.54%
-
50
WHRWHIRLPOOL CORP
COM
$39.90M
0.53%
-
Showing 1-50 of 134

Position Changes

StockValueShares
BNBROOKFIELD CORP
$274.20M8,715,741
BNBROOKFIELD ASSET MANAGMT LTD
$62.90M2,193,958
BNBROOKFIELD REINS LTD
$1.88M60,101
TGTTARGET CORP
$1.12M7,500
DNBDUN & BRADSTREET HLDGS INC
$796.90K65,000
LPLALPL FINL HLDGS INC
$579.55K2,681