13F filing recap · Q3 2024
What did Markel Group buy in Q3 2024?
Reported stock-position changes between this filing and the previous one.
Stock value
$11.11B
Positions
132
Estimated turnover
1.8%
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.
Quarter in review
Markel Group opened new positions in Ferguson Enterprises, Airbnb, Domino’s Pizza, Estee Lauder, and Brunswick. It exited CVS Health, Cracker Barrel, Electronic Arts, Hagerty, Ul Solutions, Ferguson Enterprises, and Brookfield Wealth Solutions. The investor added slightly to Deere, Watsco, Microsoft, Lowe’s, and Marsh & McLennan, among others, while substantially increasing Franco-Nevada, Yum! Brands, HCA Healthcare, Air Products and Chemicals, Marriott International, Hershey, and W. R. Berkley. It trimmed Equifax and Whirlpool and reduced Solventum substantially.