MARKEL GROUP INC.

Q4 2023 13F-HR Holdings

Location
Glen Allen, VA
Holdings as of
12/31/2023
Date filed
2/2/2024
Form type
13F-HR
Num holdings
128
Total value ($000)
$9,198,713
Net value change ($000)
+915,000 (11.0%)
New positions
2
Sold out positions
7
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/3/2023 Next filing: 5/3/2024 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
BN 77,135 28.3%
AMZN 51,141 19.9%
HD 40,839 14.7%
BLK 36,401 25.6%
ADI 33,499 17.0%
DE 32,660 11.4%
WSO 32,410 15.7%
MSFT 31,947 20.5%
KKR 30,851 34.5%
V 30,318 13.2%
Top Reduces (Value $000, Stocks/ETFs)
AIY -60,916 -100.0%
LBRDA -17,887 -100.0%
LBRDA -13,685 -100.0%
BK -9,254 -59.4%
ADM -4,682 -4.2%
DEO -4,097 -2.0%
VNT -3,428 -100.0%
WHR -3,365 -8.9%
RLI -3,316 -2.0%
LLYVA -3,128 -100.0%
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