Latest MARKEL CORP Stock Portfolio
$10.14Billion
Equity Portfolio Value
Last Reported on: 03 May, 2024
About MARKEL CORP and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, MARKEL GROUP INC. reported an equity portfolio of $10.1 Billions as of 31 Mar, 2024.
The top stock holdings of MARKEL GROUP INC. are , , GOOG. The fund has invested 7% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 6.3% of portfolio in BERKSHIRE HATHAWAY INC DEL.
The fund managers got completely rid off INTERNATIONAL FLAVORS&FRAGRA (IFF) stocks. They significantly reduced their stock positions in STERICYCLE INC (SRCL). MARKEL GROUP INC. opened new stock positions in AIR PRODS & CHEMS INC (APD), MARRIOTT INTL INC NEW (MAR) and YUM BRANDS INC (YUM). The fund showed a lot of confidence in some stocks as they added substantially to COMFORT SYS USA INC (FIX), OLD DOMINION FREIGHT LINE IN (ODFL) and GRAPHIC PACKAGING HLDG CO (GPK).
The top stock holdings of MARKEL GROUP INC. are , , GOOG. The fund has invested 7% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 6.3% of portfolio in BERKSHIRE HATHAWAY INC DEL.
The fund managers got completely rid off INTERNATIONAL FLAVORS&FRAGRA (IFF) stocks. They significantly reduced their stock positions in STERICYCLE INC (SRCL). MARKEL GROUP INC. opened new stock positions in AIR PRODS & CHEMS INC (APD), MARRIOTT INTL INC NEW (MAR) and YUM BRANDS INC (YUM). The fund showed a lot of confidence in some stocks as they added substantially to COMFORT SYS USA INC (FIX), OLD DOMINION FREIGHT LINE IN (ODFL) and GRAPHIC PACKAGING HLDG CO (GPK).
New Buys
| Ticker | $ Bought |
|---|---|
| AIR PRODS & CHEMS INC | 3,634,050 |
| MARRIOTT INTL INC NEW | 2,270,790 |
| YUM BRANDS INC | 2,239,480 |
| INSPERITY INC | 1,849,780 |
| HERSHEY CO | 1,847,750 |
New stocks bought by MARKEL CORP
Additions
| Ticker | % Inc. |
|---|---|
| COMFORT SYS USA INC | 1,200 |
| OLD DOMINION FREIGHT LINE IN | 114 |
| GRAPHIC PACKAGING HLDG CO | 98.04 |
| UNITED RENTALS INC | 72.22 |
| HCA HEALTHCARE INC | 51.56 |
| FERGUSON PLC NEW | 49.35 |
| UNITEDHEALTH GROUP INC | 46.36 |
| CHOICE HOTELS INTL INC | 37.4 |
Additions to existing portfolio by MARKEL CORP
Reductions
| Ticker | % Reduced |
|---|---|
| STERICYCLE INC | -94.32 |
MARKEL CORP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| INTERNATIONAL FLAVORS&FRAGRA | -1,862,310 |
MARKEL CORP got rid off the above stocks
Current Stock Holdings of MARKEL CORP
Last Reported on: 03 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.08 | 1,227,190 | 210,439,000 | ADDED | 0.11 | |
| ACN | ACCENTURE PLC IRELAND | 0.54 | 159,400 | 55,249,600 | UNCHANGED | 0.00 | |
| ADI | ANALOG DEVICES INC | 2.28 | 1,167,470 | 230,914,000 | ADDED | 0.3 | |
| ADM | ARCHER DANIELS MIDLAND CO | 0.91 | 1,463,300 | 91,909,900 | UNCHANGED | 0.00 | |
| ALL | ALLSTATE CORP | 0.26 | 154,550 | 26,738,700 | UNCHANGED | 0.00 | |
| AMT | AMERICAN TOWER CORP NEW | 0.10 | 51,910 | 10,256,900 | UNCHANGED | 0.00 | |
| AMZN | AMAZON COM INC | 3.61 | 2,030,760 | 366,308,000 | UNCHANGED | 0.00 | |
| AON | AON PLC | 0.36 | 110,050 | 36,725,900 | ADDED | 4.46 | |
| APD | AIR PRODS & CHEMS INC | 0.04 | 15,000 | 3,634,050 | NEW | ||
| AXP | AMERICAN EXPRESS CO | 1.09 | 484,250 | 110,259,000 | UNCHANGED | 0.00 | |
| BALL | BALL CORP | 0.03 | 51,000 | 3,435,360 | UNCHANGED | 0.00 | |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 0.91 | 2,193,950 | 92,189,900 | UNCHANGED | 0.00 | |
| BK | BANK NEW YORK MELLON CORP | 0.07 | 121,500 | 7,000,830 | UNCHANGED | 0.00 | |
| BLK | BLACKROCK INC | 1.81 | 220,200 | 183,581,000 | UNCHANGED | 0.00 | |
| BUD | ANHEUSER BUSCH INBEV SA/NV | 0.01 | 11,000 | 668,580 | UNCHANGED | 0.00 | |
| BX | BLACKSTONE INC | 1.59 | 1,229,000 | 161,454,000 | UNCHANGED | 0.00 | |
| CABO | CABLE ONE INC | 0.20 | 48,100 | 20,352,600 | ADDED | 8.82 | |
| CARR | CARRIER GLOBAL CORPORATION | 0.14 | 235,000 | 13,660,600 | UNCHANGED | 0.00 | |
| CAT | CATERPILLAR INC | 1.11 | 307,600 | 112,714,000 | ADDED | 1.48 | |
| CBRL | CRACKER BARREL OLD CTRY STOR | 0.08 | 111,000 | 8,073,030 | UNCHANGED | 0.00 | |
| CCK | CROWN HLDGS INC | 0.15 | 189,500 | 15,019,800 | UNCHANGED | 0.00 | |
| CE | CELANESE CORP DEL | 0.13 | 77,800 | 13,370,700 | UNCHANGED | 0.00 | |
| CG | CARLYLE GROUP INC | 0.61 | 1,327,000 | 62,249,600 | UNCHANGED | 0.00 | |
| CHH | CHOICE HOTELS INTL INC | 0.10 | 84,500 | 10,676,600 | ADDED | 37.4 | |
| CMCSA | COMCAST CORP NEW | 0.46 | 1,072,240 | 46,481,600 | ADDED | 1.08 | |
| COF | CAPITAL ONE FINL CORP | 0.13 | 91,000 | 13,549,000 | UNCHANGED | 0.00 | |
| COST | COSTCO WHSL CORP NEW | 0.28 | 39,150 | 28,682,500 | UNCHANGED | 0.00 | |
| CSCO | CISCO SYS INC | 0.17 | 342,000 | 17,069,200 | UNCHANGED | 0.00 | |
| CSGP | COSTAR GROUP INC | 0.02 | 18,600 | 1,796,760 | UNCHANGED | 0.00 | |
| CVS | CVS HEALTH CORP | 0.26 | 332,000 | 26,480,300 | UNCHANGED | 0.00 | |
| DE | DEERE & CO | 3.34 | 823,800 | 338,368,000 | ADDED | 3.26 | |
| DEO | DIAGEO PLC | 2.00 | 1,360,410 | 202,347,000 | ADDED | 0.42 | |
| DG | DOLLAR GEN CORP NEW | 1.04 | 675,250 | 105,380,000 | ADDED | 3.21 | |
| DIS | DISNEY WALT CO | 2.45 | 2,031,660 | 248,595,000 | UNCHANGED | 0.00 | |
| DNB | DUN & BRADSTREET HLDGS INC | 0.01 | 115,000 | 1,154,600 | UNCHANGED | 0.00 | |
| EA | ELECTRONIC ARTS INC | 0.11 | 80,800 | 10,719,700 | UNCHANGED | 0.00 | |
| ECL | ECOLAB INC | 0.62 | 274,300 | 63,335,900 | UNCHANGED | 0.00 | |
| EFX | EQUIFAX INC | 0.26 | 97,850 | 26,176,800 | UNCHANGED | 0.00 | |
| EMN | EASTMAN CHEM CO | 0.07 | 74,950 | 7,511,490 | UNCHANGED | 0.00 | |
| FDS | FACTSET RESH SYS INC | 0.52 | 116,720 | 53,036,400 | UNCHANGED | 0.00 | |
| FDX | FEDEX CORP | 0.48 | 168,000 | 48,676,300 | ADDED | 7.35 | |
| FERG | FERGUSON PLC NEW | 0.12 | 57,500 | 12,559,700 | ADDED | 49.35 | |
| FIX | COMFORT SYS USA INC | 0.04 | 13,000 | 4,130,230 | ADDED | 1,200 | |
| GD | GENERAL DYNAMICS CORP | 1.09 | 391,000 | 110,454,000 | UNCHANGED | 0.00 | |
| GHC | GRAHAM HLDGS CO | 0.04 | 5,200 | 3,991,940 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC | 4.13 | 2,749,860 | 418,694,000 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC | 0.83 | 555,000 | 83,766,200 | UNCHANGED | 0.00 | |
| GPK | GRAPHIC PACKAGING HLDG CO | 0.07 | 240,824 | 7,027,240 | ADDED | 98.04 | |
| GS | GOLDMAN SACHS GROUP INC | 1.48 | 359,360 | 150,101,000 | UNCHANGED | 0.00 | |
| HCA | HCA HEALTHCARE INC | 0.07 | 21,432 | 7,148,220 | ADDED | 51.56 | |
| HD | HOME DEPOT INC | 3.48 | 920,000 | 352,912,000 | UNCHANGED | 0.00 | |
| HEI | HEICO CORP NEW | 0.58 | 379,644 | 58,442,400 | UNCHANGED | 0.00 | |
| HGTY | HAGERTY INC | 0.27 | 3,000,000 | 27,450,000 | UNCHANGED | 0.00 | |
| HGTY | HAGERTY INC | 0.01 | 540,000 | 1,053,000 | UNCHANGED | 0.00 | |
| HSY | HERSHEY CO | 0.02 | 9,500 | 1,847,750 | NEW | ||
| HXL | HEXCEL CORP NEW | 0.14 | 189,000 | 13,768,600 | UNCHANGED | 0.00 | |
| ICE | INTERCONTINENTAL EXCHANGE IN | 0.01 | 5,120 | 703,642 | UNCHANGED | 0.00 | |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| INTU | INTUIT | 0.02 | 2,720 | 1,768,000 | UNCHANGED | 0.00 | |
| IQV | IQVIA HLDGS INC | 0.14 | 55,726 | 14,092,500 | ADDED | 10.07 | |
| IT | GARTNER INC | 0.03 | 5,700 | 2,717,020 | UNCHANGED | 0.00 | |
| ITIC | INVESTORS TITLE CO NC | 0.34 | 213,300 | 34,808,400 | UNCHANGED | 0.00 | |
| ITW | ILLINOIS TOOL WKS INC | 0.87 | 327,500 | 87,878,100 | UNCHANGED | 0.00 | |
| JNJ | JOHNSON & JOHNSON | 0.95 | 610,800 | 96,622,400 | UNCHANGED | 0.00 | |
| JPM | JPMORGAN CHASE & CO | 0.50 | 252,550 | 50,585,800 | UNCHANGED | 0.00 | |
| KKR | KKR & CO INC | 1.44 | 1,451,800 | 146,022,000 | UNCHANGED | 0.00 | |
| KMX | CARMAX INC | 0.11 | 123,500 | 10,758,100 | ADDED | 11.76 | |
| LAMR | LAMAR ADVERTISING CO NEW | 0.09 | 77,000 | 9,194,570 | ADDED | 24.19 | |
| LIN | LINDE PLC | 0.60 | 131,500 | 61,058,100 | ADDED | 4.2 | |
| LMT | LOCKHEED MARTIN CORP | 0.25 | 56,363 | 25,637,800 | UNCHANGED | 0.00 | |
| LOW | LOWES COS INC | 1.67 | 663,480 | 169,008,000 | ADDED | 0.99 | |
| LPLA | LPL FINL HLDGS INC | 1.18 | 454,291 | 120,024,000 | ADDED | 6.54 | |
| MA | MASTERCARD INCORPORATED | 0.99 | 207,540 | 99,945,000 | UNCHANGED | 0.00 | |
| MAR | MARRIOTT INTL INC NEW | 0.02 | 9,000 | 2,270,790 | NEW | ||
| MCO | MOODYS CORP | 0.83 | 213,890 | 84,065,200 | UNCHANGED | 0.00 | |
| META | META PLATFORMS INC | 1.28 | 267,681 | 129,981,000 | ADDED | 1.13 | |
| MMC | MARSH & MCLENNAN COS INC | 1.41 | 694,000 | 142,950,000 | ADDED | 1.39 | |
| MMM | 3M CO | 0.31 | 293,750 | 31,158,100 | UNCHANGED | 0.00 | |
| MSCI | MSCI INC | 0.79 | 142,850 | 80,060,300 | UNCHANGED | 0.00 | |
| MSFT | MICROSOFT CORP | 2.09 | 502,830 | 211,551,000 | ADDED | 0.87 | |
| NKE | NIKE INC | 0.35 | 375,900 | 35,327,100 | ADDED | 1.9 | |
| NSC | NORFOLK SOUTHN CORP | 0.58 | 229,500 | 58,492,700 | UNCHANGED | 0.00 | |
| NSP | INSPERITY INC | 0.02 | 16,876 | 1,849,780 | NEW | ||
| NVO | NOVO-NORDISK A S | 2.72 | 2,150,000 | 276,060,000 | UNCHANGED | 0.00 | |
| NVR | NVR INC | 0.91 | 11,349 | 91,926,400 | ADDED | 2.02 | |
| ODFL | OLD DOMINION FREIGHT LINE IN | 0.42 | 195,000 | 42,765,400 | ADDED | 114 | |
| OI | O-I GLASS INC | 0.09 | 539,100 | 8,943,670 | ADDED | 14.92 | |
| OTIS | OTIS WORLDWIDE CORP | 0.11 | 114,620 | 11,378,300 | UNCHANGED | 0.00 | |
| PAYX | PAYCHEX INC | 0.18 | 150,000 | 18,420,000 | UNCHANGED | 0.00 | |
| PEP | PEPSICO INC | 0.17 | 96,210 | 16,837,700 | UNCHANGED | 0.00 | |
| PGR | PROGRESSIVE CORP | 1.54 | 753,750 | 155,891,000 | UNCHANGED | 0.00 | |
| PM | PHILIP MORRIS INTL INC | 0.10 | 114,500 | 10,490,500 | UNCHANGED | 0.00 | |
| RLI | RLI CORP | 1.75 | 1,197,270 | 177,759,000 | UNCHANGED | 0.00 | |
| RNR | RENAISSANCERE HLDGS LTD | 0.16 | 70,000 | 16,452,100 | ADDED | 15.7 | |
| ROK | ROCKWELL AUTOMATION INC | 0.44 | 154,900 | 45,127,000 | UNCHANGED | 0.00 | |
| ROL | ROLLINS INC | 0.65 | 1,426,280 | 65,993,700 | ADDED | 1.35 | |
| RTX | RTX CORPORATION | 0.22 | 224,000 | 21,846,700 | UNCHANGED | 0.00 | |
| SBUX | STARBUCKS CORP | 0.49 | 541,318 | 49,471,100 | ADDED | 1.69 | |
| SCHW | SCHWAB CHARLES CORP | 0.97 | 1,353,770 | 97,931,400 | ADDED | 1.42 | |
| SEIC | SEI INVTS CO | 0.12 | 173,200 | 12,453,100 | UNCHANGED | 0.00 | |
| SHOP | SHOPIFY INC | 0.08 | 102,750 | 7,929,220 | UNCHANGED | 0.00 | |
| SHW | SHERWIN WILLIAMS CO | 0.32 | 94,172 | 32,708,800 | UNCHANGED | 0.00 | |
| SMG | SCOTTS MIRACLE-GRO CO | 0.12 | 168,000 | 12,531,100 | ADDED | 7.69 | |
| SONY | SONY GROUP CORP | 0.06 | 67,000 | 5,744,580 | UNCHANGED | 0.00 | |
| SPGI | S&P GLOBAL INC | 0.63 | 150,690 | 64,111,100 | UNCHANGED | 0.00 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 0.07 | 25,900 | 6,835,010 | UNCHANGED | 0.00 | |
| SRCL | STERICYCLE INC | 0.02 | 38,000 | 2,004,500 | REDUCED | -94.32 | |
| TGT | TARGET CORP | 0.23 | 133,000 | 23,568,900 | ADDED | 9.92 | |
| THG | HANOVER INS GROUP INC | 0.30 | 227,000 | 30,910,600 | ADDED | 6.07 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.14 | 24,700 | 14,355,900 | ADDED | 26.02 | |
| TROW | PRICE T ROWE GROUP INC | 0.38 | 314,000 | 38,282,900 | UNCHANGED | 0.00 | |
| TRU | TRANSUNION | 0.08 | 101,050 | 8,063,790 | UNCHANGED | 0.00 | |
| TSN | TYSON FOODS INC | 0.45 | 777,500 | 45,662,600 | ADDED | 11.47 | |
| TXN | TEXAS INSTRS INC | 1.24 | 724,000 | 126,128,000 | UNCHANGED | 0.00 | |
| UBER | UBER TECHNOLOGIES INC | 0.04 | 58,000 | 4,465,420 | ADDED | 28.89 | |
| UNH | UNITEDHEALTH GROUP INC | 0.08 | 16,100 | 7,964,670 | ADDED | 46.36 | |
| UNP | UNION PAC CORP | 0.21 | 85,778 | 21,095,400 | UNCHANGED | 0.00 | |
| URI | UNITED RENTALS INC | 0.11 | 15,500 | 11,177,200 | ADDED | 72.22 | |
| V | VISA INC | 2.75 | 999,285 | 278,880,000 | UNCHANGED | 0.00 | |
| VRSK | VERISK ANALYTICS INC | 0.30 | 127,200 | 29,984,900 | ADDED | 5.39 | |
| WFC | WELLS FARGO CO NEW | 0.12 | 204,450 | 11,849,900 | UNCHANGED | 0.00 | |
| WHR | WHIRLPOOL CORP | 0.33 | 282,049 | 33,741,500 | UNCHANGED | 0.00 | |
| WRB | BERKLEY W R CORP | 0.04 | 40,500 | 3,581,820 | UNCHANGED | 0.00 | |
| WSO | WATSCO INC | 2.41 | 566,250 | 244,603,000 | ADDED | 1.71 | |
| WTW | WILLIS TOWERS WATSON PLC LTD | 0.02 | 8,627 | 2,372,420 | UNCHANGED | 0.00 | |
| YUM | YUM BRANDS INC | 0.02 | 16,152 | 2,239,480 | NEW | ||
| BERKSHIRE HATHAWAY INC DEL | 6.97 | 1,114 | 706,766,000 | UNCHANGED | 0.00 | ||
| BERKSHIRE HATHAWAY INC DEL | 6.35 | 1,531,970 | 644,224,000 | UNCHANGED | 0.00 | ||
| BROOKFIELD CORP | 3.60 | 8,715,740 | 364,928,000 | UNCHANGED | 0.00 | ||
| APOLLO GLOBAL MGMT INC | 1.12 | 1,012,500 | 113,856,000 | UNCHANGED | 0.00 | ||
| BROWN FORMAN CORP | 0.44 | 843,000 | 44,636,800 | UNCHANGED | 0.00 | ||
| BROWN FORMAN CORP | 0.24 | 474,187 | 24,477,500 | UNCHANGED | 0.00 | ||
| BROOKFIELD REINS LTD | 0.03 | 60,101 | 2,511,020 | UNCHANGED | 0.00 |