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MARKEL GROUP INC.

GLEN ALLEN, VA · CIK 0001096343

Portfolio Value: $9.20B
Positions: 128
Period: 2023-12-31
Filed: 2024-02-02
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

$9.20B

Positions

128

New

2

Increased

43

Decreased

2

Sold Out

145

MARKEL GROUP INC. Q4 2023 13F Filing Summary

MARKEL GROUP INC. (GLEN ALLEN, VA) reported a portfolio value of $9.20B across 128 positions in their Q4 2023 SEC 13F filing (period ending 2023-12-31). Top holdings include BRK-B ($604.48M), BRK-B ($546.39M), GOOG ($387.54M). The top 10 positions account for 38.8% of the portfolio. This quarter saw 2 new positions, 43 increases, 2 reductions, 145 complete exits. Notable new buys: AGBK ($3.00M), MFI ($205.67K). Notable exits: ATVIEUR, LBRDA, LBTYA.

All Holdings

#StockValue↓WeightChange
1
BRK-BBERKSHIRE HATHAWAY INC DEL
CL A
$604.48M
6.57%
-
2
BRK-BBERKSHIRE HATHAWAY INC DEL
CL B NEW
$546.39M
5.94%
-
3
GOOGALPHABET INC
CAP STK CL C
$387.54M
4.21%
-
4
BNBROOKFIELD CORP
CL A LTD VT SH
$349.68M
3.80%
-
5
DEDEERE & CO
COM
$319.02M
3.47%
+5.1%
6
HDHOME DEPOT INC
COM
$318.83M
3.47%
-
7
AMZNAMAZON COM INC
COM
$308.55M
3.35%
+0.3%
8
VVISA INC
COM CL A
$260.16M
2.83%
-
9
WSOWATSCO INC
COM
$238.55M
2.59%
+2.0%
10
AAPLAPPLE INC
COM
$236.02M
2.57%
+0.3%
11
ADIANALOG DEVICES INC
COM
$231.12M
2.51%
+3.1%
12
NVONOVO-NORDISK A S
ADR
$222.42M
2.42%
-
13
DEODIAGEO PLC
SPON ADR NEW
$197.33M
2.15%
+0.3%
14
MSFTMICROSOFT CORP
COM
$187.45M
2.04%
+1.2%
15
DISDISNEY WALT CO
COM
$183.44M
1.99%
+0.1%
16
BLKBLACKROCK INC
COM
$178.76M
1.94%
-
17
BXBLACKSTONE INC
COM
$160.90M
1.75%
-
18
RLIRLI CORP
COM
$159.38M
1.73%
-
19
LOWLOWES COS INC
COM
$146.21M
1.59%
+1.8%
20
GSGOLDMAN SACHS GROUP INC
COM
$138.63M
1.51%
-
21
NNBRMARSH & MCLENNAN COS INC
COM
$129.69M
1.41%
+1.8%
22
TXNTEXAS INSTRS INC
COM
$123.41M
1.34%
-
23
KKRKKR & CO INC
COM
$120.28M
1.31%
-
24
PGRPROGRESSIVE CORP
COM
$120.06M
1.31%
-
25
ADMARCHER DANIELS MIDLAND CO
COM
$105.68M
1.15%
-
26
GDGENERAL DYNAMICS CORP
COM
$101.53M
1.10%
-
27
LPLALPL FINL HLDGS INC
COM
$97.05M
1.06%
+41.5%
28
JNJJOHNSON & JOHNSON
COM
$95.74M
1.04%
-
29
APOAPOLLO GLOBAL MGMT INC
COM
$94.35M
1.03%
-
30
METAMETA PLATFORMS INC
CL A
$93.69M
1.02%
+2.2%
31
SCHWSCHWAB CHARLES CORP
COM
$91.83M
1.00%
+4.5%
32
AXPAMERICAN EXPRESS CO
COM
$90.72M
0.99%
-
33
CATCATERPILLAR INC
COM
$89.62M
0.97%
+1.3%
34
DGDOLLAR GEN CORP NEW
COM
$88.95M
0.97%
+10.8%
35
MAMASTERCARD INCORPORATED
CL A
$88.52M
0.96%
-
36
BNBROOKFIELD ASSET MANAGMT LTD
CL A LMT VTG SHS
$88.13M
0.96%
-
37
ITWILLINOIS TOOL WKS INC
COM
$85.79M
0.93%
-
38
MCOMOODYS CORP
COM
$83.54M
0.91%
-
39
MSCIMSCI INC
COM
$80.80M
0.88%
-
40
NVRNVR INC
COM
$77.87M
0.85%
+2.8%
41
GOOGLALPHABET INC
CAP STK CL A
$77.53M
0.84%
-
42
SPGIS&P GLOBAL INC
COM
$66.38M
0.72%
-
43
ROLROLLINS INC
COM
$61.46M
0.67%
+1.7%
44
ACNACCENTURE PLC IRELAND
SHS CLASS A
$55.94M
0.61%
-
45
CTSFACTSET RESH SYS INC
COM
$55.68M
0.61%
-
46
ECLECOLAB INC
COM
$54.41M
0.59%
-
47
NSCNORFOLK SOUTHN CORP
COM
$54.25M
0.59%
-
48
HEIHEICO CORP NEW
CL A
$54.08M
0.59%
-
49
CGCARLYLE GROUP INC
COM
$54.00M
0.59%
-
50
LINLINDE PLC
SHS
$51.83M
0.56%
+4.7%
Showing 1-50 of 128

Position Changes

StockValueShares
AGBKGRAPHIC PACKAGING HLDG CO
$3.00M121,601
MFICOMFORT SYS USA INC
$205.67K1,000