13F filing recap · Q2 2021

What did Markel Group buy in Q2 2021?

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

Stock value

$7.90B

Positions

125

Estimated turnover

1.0%

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

TPLTexas Pacific Land Corporation$7.20Mreported value+4.5K shares MRVLMarvell Technology, Inc.$4.03Mreported value+69.0K shares MTSIMacom Technology Solutions Holdings, Inc.$3.78Mreported value+59.0K shares BNTBrookfield Wealth Solutions Ltd.$3.13Mreported value+60.1K shares CRMSalesforce, Inc.$428.0Kreported value+1.8K shares ROPRoper Technologies Inc$386.0Kreported value+820 shares PPLIIac Inc.MIXED CORP ACTION$378.0Kreported value+2.5K shares WIXWix.com Ltd.$348.0Kreported value+1.2K shares NFLXNetflix, Inc.$227.0Kreported value+430 shares

Increased positions

BAMBrookfield Corporation$444.33Mreported value+6.8K shares+0.1%AMZNAmazon.com Inc$338.92Mreported value+76 shares+0.1%DISWalt Disney Co/$327.67Mreported value+220 shares+0.0%VVisa Inc.$224.01Mreported value+360 shares

Exited positions

EAElectronic Arts Inc.$17.07Mprior reported value-126.1K shares-100.0%IACIac Inc.MIXED CORP ACTION$423.0Kprior reported value-2.0K shares-100.0%