Thomas Gayner / Thomas S. Gayner
@Markel Group Inc.
Latest period2024 - Q3ReportedManaged Assets$11.11BTotal holdings132
Assets growth rate9.3%Assets growth rate (2-Q avg)4.78%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Markel Group Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 132 positions.
Assets under management
The assets under management (AUM) of Markel Group Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 11.11B in assets, with a quarterly growth rate of 9.3% and a 2-quarter average growth rate of 4.78%. The portfolio is managed by Thomas Gayner, Thomas S. Gayner, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
DEDeere & Co
| 3.27% | $362.702M 869,100 shares@ $417.33 avg price | Increased 2.81% |
WSOWatsco Inc
| 2.58% | $286.52M 582,500 shares@ $491.88 avg price | Increased 1.97% |
MSFTMicrosoft Corp
| 2% | $221.596M 514,980 shares@ $430.31 avg price | Increased 1.48% |
LOWLowes Cos Inc
| 1.69% | $187.017M 690,480 shares@ $270.85 avg price | Increased 2.15% |
MMCMarsh & Mclennan Cos Inc
| 1.46% | $161.183M 722,500 shares@ $223.1 avg price | Increased 2.27% |
METAMeta Platforms Inc
| 1.42% | $157.553M 275,231 shares@ $572.45 avg price | Increased 1.57% |
CATCaterpillar Inc
| 1.13% | $124.67M 318,750 shares@ $391.12 avg price | Increased 2.33% |
LPLALpl Finl Hldgs Inc
| 1.09% | $121.062M 520,404 shares@ $232.64 avg price | Increased 8.02% |
NVRNvr Inc
| 1.04% | $114.837M 11,704 shares@ $9811.8 avg price | Increased 1.52% |
LINLinde Plc
| 0.67% | $73.913M 155,000 shares@ $476.86 avg price | Increased 8.02% |