MARKEL GROUP INC.

Q2 2023 13F-HR Holdings

Location
Glen Allen, VA
Holdings as of
6/30/2023
Date filed
8/4/2023
Form type
13F-HR
Num holdings
131
Total value ($000)
$8,398,835
Net value change ($000)
+538,816 (6.9%)
New positions
4
Sold out positions
4
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 4/28/2023 Next filing: 11/3/2023 SEC filing

Snapshot: Change Analysis

Compared to Q1 2023
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BRK-B 58,162 11.2%
AMZN 55,632 26.8%
BRK-B 49,375 10.4%
GOOGL 46,666 16.3%
WSO 37,481 22.3%
AAPL 36,833 18.5%
HGTY 28,080 NEW
DG 27,689 47.1%
MSFT 27,118 19.6%
LPLA 23,645 593.9%
Top Reduces (Value $000, Stocks/ETFs)
HGTY -26,220 -100.0%
SEIC -23,582 -69.5%
DIS -21,724 -10.7%
ESAB -20,577 -100.0%
MSCI -12,914 -16.2%
DEO -10,397 -4.3%
PGR -8,057 -7.5%
MRVL -6,928 -100.0%
ADM -5,999 -5.1%
DE -5,812 -1.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type