13F filing recap · Q2 2019

What did Markel Group buy in Q2 2019?

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

Stock value

$6.50B

Positions

137

Estimated turnover

3.4%

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

BNYThe Bank of New York Mellon Corporation$3.53Mreported value+80.0K shares TRUPTrupanion, Inc.$903.0Kreported value+25.0K shares GTGoodyear Tire & Rubber Co /oh/$306.0Kreported value+20.0K shares BUDAnheuser-Busch Inbev Sa/nv$266.0Kreported value+3.0K shares LENLennar Corp /new/$238.0Kreported value+4.9K shares BALLBall Corporation$210.0Kreported value+3.0K shares

Increased positions

BRK.BBerkshire Hathaway Inc$324.66Mreported value+1.9K shares+0.1%BAMBrookfield Corporation$275.42Mreported value+26.6K shares+0.5%DISWalt Disney Co/$254.56Mreported value+16.5K shares+0.9%MARMarriott International Inc /md/$218.75Mreported value+21.0K shares

Reduced positions

SCHWSchwab Charles Corp$42.48Mreported value-100 shares-0.0%METAMeta Platforms, Inc.$27.32Mreported value-2.5K shares-1.8%OAKOaktree Capital Group, LLC$17.93Mreported value-703.5K shares-66.0%BKNGBooking Holdings Inc.$375.0Kreported value-50 shares

Exited positions

CMGChipotle Mexican Grill, Inc.$5.83Mprior reported value-8.2K shares-100.0%VZVerizon Communications Inc$5.50Mprior reported value-93.0K shares-100.0%