13F filing recap · Q3 2023

What did Markel Group buy in Q3 2023?

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

Stock value

$8.28B

Positions

133

Estimated turnover

3.4%

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

LLYVALiberty Media Corporation$3.13Mreported value+98.0K shares LLYVKLiberty Media Corporation$2.57Mreported value+80.0K shares UNHUnitedHealth Group Incorporated$2.52Mreported value+5.0K shares HCAHCA Healthcare, Inc.$1.98Mreported value+8.1K shares URIUnited Rentals, Inc.$1.33Mreported value+3.0K shares FERGFerguson Enterprises Inc.$986.8Kreported value+6.0K shares

Increased positions

DEDeere & Co$286.36Mreported value+3.0K shares+0.4%AMZNAmazon.com Inc$257.41Mreported value+6.1K shares+0.3%VVisa Inc.$229.85Mreported value+10.0K shares+1.0%AAPLApple Inc.$209.20Mreported value+5.9K shares

Reduced positions

LBRDALiberty Broadband Corporation$17.89Mreported value-8.5K shares-4.1%LBRDKLiberty Broadband Corporation$13.69Mreported value-22.3K shares-12.9%SONYSony Group Corporation$5.52Mreported value-48.0K shares-41.7%LBTYALiberty Global Ltd.$2.88Mreported value-11.0K shares

Exited positions

LSXMKLiberty Media Corporation$17.09Mprior reported value-522.0K shares-100.0%LSXMALiberty Media Corporation$13.98Mprior reported value-426.0K shares-100.0%HCSGHealthcare Services Group, Inc.$4.60Mprior reported value-308.0K shares-100.0%SKWDSkyward Specialty Insurance Group, Inc.$1.53Mprior reported value