13F filing recap · Q4 2019

What did Markel Group buy in Q4 2019?

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

Stock value

$7.20B

Positions

134

Estimated turnover

3.0%

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

APOApollo Global Management, Inc.$48.31Mreported value+1.01M shares OIO-I Glass, Inc.$4.17Mreported value+350.0K shares IACPeople Inc.$286.0Kreported value+1.1K shares

Increased positions

BRK.ABerkshire Hathaway Inc$375.25Mreported value+9 shares+0.8%BRK.BBerkshire Hathaway Inc$345.72Mreported value+1.2K shares+0.1%BAMBrookfield Corporation$334.93Mreported value+12.5K shares+0.2%DISWalt Disney Co/$268.21Mreported value+11.5K shares

Reduced positions

WBAWalgreens Boots Alliance Inc$121.31Mreported value-93.0K shares-4.3%DISCKDiscovery, Inc.$3.57Mreported value-560.0K shares-82.7%

Exited positions

APOApollo Global Management, Inc.$38.29Mprior reported value-1.01M shares-100.0%