13F filing recap · Q3 2015

What did Markel Group buy in Q3 2015?

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

Stock value

$3.80B

Positions

121

Estimated turnover

4.2%

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

COFCapital One Financial Corp$9.06Mreported value+125.0K shares PCARPaccar Inc$3.39Mreported value+65.0K shares CMICummins Inc$2.71Mreported value+25.0K shares CABOCable One, Inc.$2.18Mreported value+5.2K shares FDXFedex Corporation$2.16Mreported value+15.0K shares LVSLas Vegas Sands Corp$1.82Mreported value+48.0K shares BCRC.r. Bard, Inc.$745.0Kreported value+4.0K shares BDXBecton Dickinson & Co$531.0Kreported value+4.0K shares DCIDonaldson Company, Inc.$505.0Kreported value+18.0K shares BAXBaxter International Inc$328.0Kreported value+10.0K shares

Increased positions

BRK.ABerkshire Hathaway Inc$210.66Mreported value+1 shares+0.1%DISWalt Disney Co/$161.02Mreported value+23.0K shares+1.5%BAMBrookfield Corporation$157.79Mreported value+18.0K shares+0.4%DEODiageo Plc$137.00Mreported value+20.0K shares

Reduced positions

FHIFederated Hermes, Inc.$58.06Mreported value-125.0K shares-5.9%

Exited positions

CBChubb Limited$29.87Mprior reported value-314.0K shares-100.0%