13F filing recap · Q2 2017

What did Markel Group buy in Q2 2017?

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

Stock value

$4.69B

Positions

138

Estimated turnover

3.7%

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

CHHChoice Hotels International Inc /de$1.74Mreported value+27.0K shares UAUnder Armour, Inc.$1.21Mreported value+60.0K shares GEGeneral Electric Company$1.08Mreported value+40.0K shares WRBW. R. Berkley Corp$553.0Kreported value+8.0K shares HRLHormel Foods Corporation$239.0Kreported value+7.0K shares

Increased positions

BAMBrookfield Corporation$210.20Mreported value+106.0K shares+2.0%DISWalt Disney Co/$179.26Mreported value+24.0K shares+1.4%DEODiageo Plc$161.51Mreported value+13.0K shares+1.0%VVisa Inc.$84.81Mreported value+13.0K shares

Reduced positions

SLBSlb Limited/nv$263.0Kreported value-658.5K shares-99.4%