13F filing recap · Q2 2022

What did Markel Group buy in Q2 2022?

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

Stock value

$6.99B

Positions

131

Estimated turnover

5.0%

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

ENOVEnovis Corp$20.81Mreported value+378.4K shares ESABEsab Corporation$16.55Mreported value+378.4K shares NFLXNetflix, Inc.$7.52Mreported value+43.0K shares CBRLCracker Barrel Old Country Store, Inc.$2.30Mreported value+27.5K shares ODFLOld Dominion Freight Line, Inc.$2.05Mreported value+8.0K shares VNTVontier Corporation$1.15Mreported value+49.9K shares UAUnder Armour, Inc.$192.0Kreported value+25.3K shares

Increased positions

AMZNAmazon.com Inc$210.44Mreported value+1.88M shares+1900.0%VVisa Inc.$189.56Mreported value+1.7K shares+0.2%DISWalt Disney Co/$185.65Mreported value+44.0K shares+2.3%ADIAnalog Devices, Inc.$158.23Mreported value+5.3K shares

Reduced positions

ECLEcolab Inc.$42.18Mreported value-35.0K shares-11.3%EFXEquifax Inc$12.71Mreported value-55.6K shares-44.4%

Exited positions

CFXEnovis Corp$45.16Mprior reported value-1.14M shares-100.0%YAlleghany Corporation$3.67Mprior reported value-4.3K shares-100.0%