MARKEL GROUP INC.

Q3 2024 13F-HR Holdings

Location
Glen Allen, VA
Holdings as of
9/30/2024
Date filed
11/1/2024
Form type
13F-HR
Num holdings
132
Total value ($000)
$11,110,480
Net value change ($000)
+944,891 (9.3%)
New positions
6
Sold out positions
7
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)

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

Snapshot: Change Analysis

Compared to Q2 2024
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 101,190 27.9%
BRK-B 87,939 12.9%
BRK-B 81,899 13.1%
HD 56,083 17.7%
DE 46,854 14.8%
LOW 37,990 25.5%
KKR 36,789 24.1%
BX 36,047 23.7%
BLK 35,714 20.6%
PGR 34,711 22.2%
Top Reduces (Value $000, Stocks/ETFs)
NVO -50,890 -16.6%
GOOGL -44,630 -8.8%
DG -29,425 -31.9%
RTX -22,487 -100.0%
AMZN -14,052 -3.6%
Ferguson (Jersey) Ltd -13,652 -100.0%
LPLA -13,502 -10.0%
SCHW -13,172 -13.1%
WHR -11,960 -41.5%
GOOGL -9,046 -8.9%
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