13F filing recap · Q3 2013

What did Markel Group buy in Q3 2013?

Reported stock-position changes between this filing and the previous one.

Stock value

$2.92B

Positions

107

Estimated turnover

5.1%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

MOSMosaic Co$6.45Mreported value+150.0K shares APOApollo Global Management, Inc.$2.83Mreported value+100.3K shares POTPotash Corporation of Saskatchewan Inc$2.19Mreported value+70.0K shares APOLApollo Education Group, Inc.$2.19Mreported value+105.0K shares CPRTCopart, Inc.$318.0Kreported value+10.0K shares

Increased positions

BAMBrookfield Corporation$118.39Mreported value+49.1K shares+1.6%WAGWalgreen Co.$115.63Mreported value+1.4K shares+0.1%WMTWalmart Inc.$82.43Mreported value+4.9K shares+0.4%XOMExxon Mobil Corp.$73.73Mreported value+11.3K shares

Reduced positions

KMXCarmax, Inc.$244.02Mreported value-74.8K shares-1.5%BRK.ABerkshire Hathaway Inc$186.43Mreported value-5 shares-0.5%BRK.BBerkshire Hathaway Inc$173.82Mreported value-18.8K shares-1.2%DEODiageo Plc$154.09Mreported value-16.4K shares

Exited positions

UBSHUnion First Market Bankshares Corporation$34.15Mprior reported value-1.66M shares-100.0%PCLPlum Creek Timber Co Inc$15.18Mprior reported value-325.3K shares-100.0%ELMEElme Communities$248.0Kprior reported value-9.2K shares-100.0%FNFFidelity National Financial, Inc.$233.0Kprior reported value