13F filing recap · Q1 2022

What did Markel Group buy in Q1 2022?

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

Stock value

$8.43B

Positions

126

Estimated turnover

3.6%

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.$62.77Mreported value+1.01M shares THGHanover Insurance Group, Inc.$7.03Mreported value+47.0K shares EAElectronic Arts Inc.$2.14Mreported value+16.9K shares SHOPShopify Inc.$1.86Mreported value+2.8K shares SONYSony Group Corporation$1.64Mreported value+16.0K shares PYPLPayPal Holdings, Inc.$1.22Mreported value+10.6K shares SMGScotts Miracle-Gro Co$799.0Kreported value+6.5K shares ITGartner, Inc.$744.0Kreported value+2.5K shares AXTAAxalta Coating Systems Ltd.$507.0Kreported value+20.6K shares WTWWillis Towers Watson Plc$484.0Kreported value+2.0K shares DCTDuck Creek Technologies Inc$205.0Kreported value+9.3K shares

Increased positions

AMZNAmazon.com Inc$322.96Mreported value+550 shares+0.6%DISWalt Disney Co/$263.71Mreported value+42.5K shares+2.3%VVisa Inc.$213.14Mreported value+3.1K shares+0.3%AAPLApple Inc.$210.75Mreported value+8.4K shares

Exited positions

APOApollo Global Management, Inc.$73.34Mprior reported value-1.01M shares-100.0%MHKMohawk Industries, Inc.$40.26Mprior reported value-221.0K shares-100.0%ALBAlbemarle Corporation$17.77Mprior reported value-76.0K shares-100.0%MCHPMicrochip Technology Incorporated$9.75Mprior reported value