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 |
---|---|---|---|
ADIAnalog Devices Inc
| 2.42% | $268.763M 1.168M shares@ $230.17 avg price | |
NVONovo-nordisk A S
| 2.31% | $256.001M 2.15M shares@ $119.08 avg price | |
MSFTMicrosoft Corp
| 2% | $221.596M 514,980 shares@ $430.31 avg price | Increased 1.48% |
BLKBlackrock Inc
| 1.89% | $209.082M 220,200 shares@ $949.51 avg price | |
DISDisney Walt Co
| 1.76% | $195.426M 2.032M shares@ $96.19 avg price | |
DEODiageo Plc
| 1.73% | $191.804M 1.367M shares@ $140.35 avg price | |
PGRProgressive Corp
| 1.73% | $191.272M 753,750 shares@ $253.76 avg price | |
KKRKkr & Co Inc
| 1.71% | $189.576M 1.452M shares@ $130.58 avg price | |
BXBlackstone Inc
| 1.7% | $188.197M 1.229M shares@ $153.14 avg price | |
LOWLowes Cos Inc
| 1.69% | $187.017M 690,480 shares@ $270.85 avg price | Increased 2.15% |