13F filing recap · Q1 2023

What did Markel Group buy in Q1 2023?

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

Stock value

$7.86B

Positions

131

Estimated turnover

3.1%

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

LINLinde Plc$37.29Mreported value+104.9K shares IQVIqvia Holdings Inc.$2.92Mreported value+14.7K shares SKWDSkyward Specialty Insurance Group, Inc.$1.31Mreported value+60.1K shares

Increased positions

ADIAnalog Devices, Inc.$220.11Mreported value+7.0K shares+0.6%VVisa Inc.$217.42Mreported value+1.1K shares+0.1%AMZNAmazon.com Inc$207.55Mreported value+11.5K shares+0.6%DISWalt Disney Co/$202.13Mreported value+13.0K shares

Reduced positions

ESABEsab Corporation$20.58Mreported value-30.0K shares-7.9%HCSGHealthcare Services Group, Inc.$7.05Mreported value-692.5K shares-57.7%

Exited positions

LINLinde Plc$32.10Mprior reported value-98.4K shares-100.0%REGNRegeneron Pharmaceuticals, Inc.$22.01Mprior reported value-30.5K shares-100.0%NFLXNetflix, Inc.$12.68Mprior reported value-43.0K shares-100.0%ENOVEnovis Corp$9.55Mprior reported value-178.4K shares