S&P 500   5,130.95
DOW   38,989.83
QQQ   444.02
5 Under-the-Radar Artificial Intelligence (AI) Stocks
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
How major US stock indexes fared Monday, 3/4/2024
Macy's, United Rentals rise; Apple, Spirit Airlines fall Monday, 3/4/2024
Critical asset just had biggest fall on record (Ad)
DeSantis names Disney World district administrator to run elections in Democratic Orange County
Stock market today: World markets are lower after China unveils 5% economic growth target for 2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Ohio foundation begins process to distribute millions in opioid settlement money
Closing prices for crude oil, gold and other commodities
S&P 500   5,130.95
DOW   38,989.83
QQQ   444.02
5 Under-the-Radar Artificial Intelligence (AI) Stocks
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
How major US stock indexes fared Monday, 3/4/2024
Macy's, United Rentals rise; Apple, Spirit Airlines fall Monday, 3/4/2024
Critical asset just had biggest fall on record (Ad)
DeSantis names Disney World district administrator to run elections in Democratic Orange County
Stock market today: World markets are lower after China unveils 5% economic growth target for 2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Ohio foundation begins process to distribute millions in opioid settlement money
Closing prices for crude oil, gold and other commodities
S&P 500   5,130.95
DOW   38,989.83
QQQ   444.02
5 Under-the-Radar Artificial Intelligence (AI) Stocks
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
How major US stock indexes fared Monday, 3/4/2024
Macy's, United Rentals rise; Apple, Spirit Airlines fall Monday, 3/4/2024
Critical asset just had biggest fall on record (Ad)
DeSantis names Disney World district administrator to run elections in Democratic Orange County
Stock market today: World markets are lower after China unveils 5% economic growth target for 2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Ohio foundation begins process to distribute millions in opioid settlement money
Closing prices for crude oil, gold and other commodities
S&P 500   5,130.95
DOW   38,989.83
QQQ   444.02
5 Under-the-Radar Artificial Intelligence (AI) Stocks
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
How major US stock indexes fared Monday, 3/4/2024
Macy's, United Rentals rise; Apple, Spirit Airlines fall Monday, 3/4/2024
Critical asset just had biggest fall on record (Ad)
DeSantis names Disney World district administrator to run elections in Democratic Orange County
Stock market today: World markets are lower after China unveils 5% economic growth target for 2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Ohio foundation begins process to distribute millions in opioid settlement money
Closing prices for crude oil, gold and other commodities

Markel Group Top Holdings and 13F Report (2024)

About Markel Group

Markel Group NYSE: MKL has filed 13-F forms with the SEC as an investor. Markel Group is itself a publicly traded company. For more information on Markel Group stock, visit the Markel Group stock profile here.

Investment Activity

  • Markel Group has $9.20 billion in total holdings as of December 31, 2023.
  • Markel Group owns shares of 128 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
  • Approximately 1.69% of the portfolio was purchased this quarter.
  • About 1.31% of the portfolio was sold this quarter.
  • This quarter, Markel Group has purchased 133 new stocks and bought additional shares in 43 stocks.
  • Markel Group sold shares of 2 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$604,484,283
Berkshire Hathaway
$546,392,775
Alphabet
$387,537,770
Brookfield
$349,675,530
Deere & Company
$319,016,286

Largest New Holdings this Quarter

Graphic Packaging
$2,997,465 Holding
Comfort Systems USA
$205,670 Holding

Largest Purchases this Quarter

LPL Financial
125,122 shares (about $28.48M)
Deere & Company
39,000 shares (about $15.59M)
Dollar General
64,000 shares (about $8.70M)
Analog Devices
35,300 shares (about $7.01M)
Tyson Foods
120,000 shares (about $6.45M)

Largest Sales this Quarter

Bank of New York Mellon
243,750 shares (about $12.69M)
Intercontinental Exchange
27,957 shares (about $3.59M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMarkel Group

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$604,484,2830.0%1,1146.6%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$546,392,7750.0%1,531,9715.9%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$387,537,7700.0%2,749,8604.2%Computer and Technology
Brookfield Co. stock logo
BN
Brookfield
$349,675,5300.0%8,715,7413.8%Finance
Deere & Company stock logo
DE
Deere & Company
$319,016,286$15,594,930 5.1%797,8003.5%Industrial Products
The Home Depot, Inc. stock logo
HD
Home Depot
$318,826,0010.0%920,0003.5%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$308,553,674$881,252 0.3%2,030,7603.4%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$260,163,8520.0%999,2852.8%Business Services
Watsco, Inc. stock logo
WSO
Watsco
$238,550,674$4,713,170 2.0%556,7502.6%Construction
Apple Inc. stock logo
AAPL
Apple
$236,020,601$770,120 0.3%1,225,8902.6%Computer and Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$231,118,082$7,009,168 3.1%1,163,9712.5%Computer and Technology
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$222,417,5000.0%2,150,0002.4%Medical
Diageo plc stock logo
DEO
Diageo
$197,326,767$655,470 0.3%1,354,7082.1%Consumer Staples
Microsoft Co. stock logo
MSFT
Microsoft
$187,448,419$2,256,240 1.2%498,4802.0%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$183,439,034$180,580 0.1%2,031,6652.0%Consumer Discretionary
BlackRock, Inc. stock logo
BLK
BlackRock
$178,758,3600.0%220,2001.9%Finance
Blackstone Inc. stock logo
BX
Blackstone
$160,900,6790.0%1,229,0001.7%Finance
RLI Corp. stock logo
RLI
RLI
$159,380,8480.0%1,197,2721.7%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$146,210,898$2,559,325 1.8%656,9801.6%Retail/Wholesale
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$138,630,3090.0%359,3601.5%Finance
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$129,692,216$2,273,640 1.8%684,5001.4%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$123,413,0400.0%724,0001.3%Computer and Technology
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$120,281,6300.0%1,451,8001.3%Finance
The Progressive Co. stock logo
PGR
Progressive
$120,057,3010.0%753,7501.3%Finance
Archer-Daniels-Midland Company stock logo
ADM
Archer-Daniels-Midland
$105,679,5250.0%1,463,3001.1%Consumer Staples
General Dynamics Co. stock logo
GD
General Dynamics
$101,530,9690.0%391,0001.1%Aerospace
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
$97,053,983$28,480,270 41.5%426,3861.1%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$95,736,7910.0%610,8001.0%Medical
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$94,354,8750.0%1,012,5001.0%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$93,686,487$2,052,968 2.2%264,6811.0%Computer and Technology
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$91,831,900$3,990,400 4.5%1,334,7661.0%Finance
American Express stock logo
AXP
American Express
$90,719,3960.0%484,2501.0%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$89,617,577$1,182,680 1.3%303,1001.0%Industrial Products
Dollar General Co. stock logo
DG
Dollar General
$88,945,288$8,700,800 10.8%654,2501.0%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$88,517,8860.0%207,5401.0%Business Services
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$88,131,0920.0%2,193,9531.0%Finance
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$85,785,3500.0%327,5000.9%Industrial Products
Moody's Co. stock logo
MCO
Moody's
$83,536,8790.0%213,8900.9%Finance
MSCI Inc. stock logo
MSCI
MSCI
$80,803,1030.0%142,8500.9%Computer and Technology
NVR, Inc. stock logo
NVR
NVR
$77,873,006$2,100,135 2.8%11,1240.8%Construction
Alphabet Inc. stock logo
GOOGL
Alphabet
$77,527,9500.0%555,0000.8%Computer and Technology
S&P Global Inc. stock logo
SPGI
S&P Global
$66,381,9590.0%150,6900.7%Business Services
Rollins, Inc. stock logo
ROL
Rollins
$61,455,701$1,048,080 1.7%1,407,2750.7%Construction
Accenture plc stock logo
ACN
Accenture
$55,935,0540.0%159,4000.6%Business Services
FactSet Research Systems Inc. stock logo
FDS
FactSet Research Systems
$55,681,2770.0%116,7200.6%Business Services
Ecolab Inc. stock logo
ECL
Ecolab
$54,407,4050.0%274,3000.6%Basic Materials
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$54,249,2100.0%229,5000.6%Transportation
HEICO Co. stock logo
HEI.A
HEICO
$54,076,4910.0%379,6440.6%Aerospace
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
$53,995,6300.0%1,327,0000.6%Finance
Linde plc stock logo
LIN
Linde
$51,831,602$2,341,047 4.7%126,2000.6%Basic Materials
Starbucks Co. stock logo
SBUX
Starbucks
$51,107,8510.0%532,3180.6%Retail/Wholesale
Brown-Forman Co. stock logo
BF.A
Brown-Forman
$50,234,3700.0%843,0000.5%Consumer Staples
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$48,093,3520.0%154,9000.5%Industrial Products
Comcast Co. stock logo
CMCSA
Comcast
$46,513,4940.0%1,060,7410.5%Consumer Discretionary
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$42,958,755$1,871,100 4.6%252,5500.5%Finance
NIKE, Inc. stock logo
NKE
NIKE
$40,051,4730.0%368,9000.4%Consumer Discretionary
FedEx Co. stock logo
FDX
FedEx
$39,589,805$2,909,155 7.9%156,5000.4%Transportation
Tyson Foods, Inc. stock logo
TSN
Tyson Foods
$37,490,625$6,450,000 20.8%697,5000.4%Consumer Staples
Old Dominion Freight Line, Inc. stock logo
ODFL
Old Dominion Freight Line
$36,885,030$4,661,295 14.5%91,0000.4%Transportation
Investors Title stock logo
ITIC
Investors Title
$34,584,4620.0%213,3000.4%Finance
Whirlpool Co. stock logo
WHR
Whirlpool
$34,345,1060.0%282,0490.4%Consumer Discretionary
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$33,814,6610.0%314,0000.4%Finance
Stericycle, Inc. stock logo
SRCL
Stericycle
$33,140,7720.0%668,7000.4%Business Services
3M stock logo
MMM
3M
$32,112,7500.0%293,7500.3%Multi-Sector Conglomerates
Aon plc stock logo
AON
AON
$30,658,957$1,687,916 5.8%105,3500.3%Finance
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$29,372,2470.0%94,1720.3%Construction
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$28,830,402$1,433,160 5.2%120,7000.3%Business Services
Brown-Forman Co. stock logo
BF.B
Brown-Forman
$27,076,0790.0%474,1870.3%Consumer Staples
CVS Health Co. stock logo
CVS
CVS Health
$26,214,7200.0%332,0000.3%Retail/Wholesale
The Hanover Insurance Group, Inc. stock logo
THG
The Hanover Insurance Group
$25,983,880$3,035,500 13.2%214,0000.3%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$25,842,1320.0%39,1500.3%Retail/Wholesale
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$25,545,9660.0%56,3630.3%Aerospace
Cable One, Inc. stock logo
CABO
Cable One
$24,601,278$3,617,835 17.2%44,2000.3%Consumer Discretionary
Equifax Inc. stock logo
EFX
Equifax
$24,197,326$2,472,900 11.4%97,8500.3%Business Services
Hagerty, Inc. stock logo
HGTY
Hagerty
$23,400,0000.0%3,000,0000.3%Retail/Wholesale
The Allstate Co. stock logo
ALL
Allstate
$21,633,909$1,819,740 9.2%154,5500.2%Finance
Union Pacific Co. stock logo
UNP
Union Pacific
$21,068,7920.0%85,7780.2%Transportation
RTX Co. stock logo
RTX
RTX
$18,847,3600.0%224,0000.2%Aerospace
Paychex, Inc. stock logo
PAYX
Paychex
$17,866,5000.0%150,0000.2%Business Services
Crown Holdings, Inc. stock logo
CCK
Crown
$17,451,0550.0%189,5000.2%Industrial Products
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$17,277,8400.0%342,0000.2%Computer and Technology
Target Co. stock logo
TGT
Target
$17,232,820$5,411,960 45.8%121,0000.2%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$16,340,3060.0%96,2100.2%Consumer Staples
Hexcel Co. stock logo
HXL
Hexcel
$13,938,7500.0%189,0000.2%Aerospace
Carrier Global Co. stock logo
CARR
Carrier Global
$13,500,7500.0%235,0000.1%Computer and Technology
Celanese Co. stock logo
CE
Celanese
$12,087,786$155,370 1.3%77,8000.1%Basic Materials
Capital One Financial Co. stock logo
COF
Capital One Financial
$11,931,920$131,120 1.1%91,0000.1%Finance
RenaissanceRe Holdings Ltd. stock logo
RNR
RenaissanceRe
$11,858,000$2,254,000 23.5%60,5000.1%Finance
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$11,713,843$1,573,384 15.5%50,6260.1%Medical
American Tower Co. stock logo
AMT
American Tower
$11,206,3300.0%51,9100.1%Finance
Electronic Arts Inc. stock logo
EA
Electronic Arts
$11,054,2480.0%80,8000.1%Consumer Discretionary
SEI Investments stock logo
SEIC
SEI Investments
$11,006,8600.0%173,2000.1%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$10,772,1600.0%114,5000.1%Consumer Staples
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$10,403,485$3,184,740 44.1%19,6000.1%Medical
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$10,255,0530.0%114,6200.1%Construction
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$10,063,0290.0%204,4500.1%Finance
The Scotts Miracle-Gro Company stock logo
SMG
Scotts Miracle-Gro
$9,945,0010.0%156,0000.1%Basic Materials
Cracker Barrel Old Country Store, Inc. stock logo
CBRL
Cracker Barrel Old Country Store
$8,555,8800.0%111,0000.1%Retail/Wholesale
CarMax, Inc. stock logo
KMX
CarMax
$8,479,770$2,033,610 31.5%110,5000.1%Retail/Wholesale
Shopify Inc. stock logo
SHOP
Shopify
$8,004,2250.0%102,7500.1%Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: