Investor portfolio

Markel Group

Name: Markel Group 13F portfolio
Creator: FolioFact

QualityInsurance

Markel Group is an insurance and investment holding company associated with Thomas Gayner.

Linked investors: Thomas Gayner

US 13F portfolio

history	Ticker	Change	% of portfolio	Shares / amount	Value
≡	EFX		0.09%	72,850	$11,562,752
≡	CME		0.08%	49,750	$10,986,293
≡	CBOE		0.08%	43,700	$10,604,680
≡	UBER		0.08%	142,500	$10,282,800
≡	OTIS	+17%	0.07%	133,620	$9,567,192
≡	IQV		0.07%	46,900	$9,062,018
≡	HII		0.06%	27,500	$7,696,975
≡	XOM	+19%	0.06%	56,100	$7,669,992
≡	NSP		0.06%	181,336	$7,490,989
≡	KMX		0.05%	136,500	$7,219,485
≡	SONY		0.05%	335,000	$6,720,100
≡	CNI		0.05%	53,500	$6,379,340
≡	CP	+23%	0.05%	73,000	$6,325,450
≡	GHC		0.05%	5,200	$5,935,384
≡	EMN		0.04%	74,950	$5,020,151
≡	ZTS	Newly reported	0.04%	66,195	$4,756,773
≡	BC		0.03%	51,250	$4,317,300
≡	WRB		0.03%	60,750	$4,284,699
≡	MGM		0.03%	87,500	$4,183,375
≡	AYI		0.03%	9,750	$3,672,435
≡	ICE		0.03%	28,870	$3,554,186
≡	EXP		0.03%	14,750	$3,318,750
≡	WY	+586%	0.02%	120,000	$2,872,800
≡	NFLX	Newly reported	0.02%	40,000	$2,856,000
≡	SYY		0.02%	30,500	$2,549,190
≡	DPZ		0.01%	5,500	$1,628,220
≡	BRO		0.01%	14,000	$898,100
≡	UFPI	Newly reported	0.0%	4,000	$362,960
≡	SMG	SOLD	—	—	—
≡	UNH	SOLD	—	—	—

13F filings show only a manager's disclosed reportable long positions; this filing contains no call or put rows — methodology & caveats.