13F filing recap · Q1 2025

What did Markel Group buy in Q1 2025?

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

Stock value

$11.26B

Positions

135

Estimated turnover

1.6%

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.

Quarter in review

Markel Group opened new positions in Cboe Global Markets, Eagle Materials, and Sysco. It also sharply increased its stakes in Rli Corp, Huntington Ingalls Industries, Acuity Inc., Mgm Resorts International, and Cme Group Inc., while substantially adding to Airbnb and Brunswick Corporation and trimming Cable One.

New positions

CBOECboe Global Markets, Inc.$1.36Mreported value+6.0K shares EXPEagle Materials Inc.$776.8Kreported value+3.5K shares SYYSysco Corporation$675.4Kreported value+9.0K shares

Increased positions

DEDeere & Co$411.95Mreported value+2.8K shares+0.3%MSFTMicrosoft Corporation$196.23Mreported value+3.3K shares+0.6%RLIRli Corp$192.35Mreported value+1.20M shares+100.0%MRSHMarsh & Mclennan Companies, Inc.$181.44Mreported value+8.0K shares

Reduced positions

CABOCable One, Inc.$3.16Mreported value-39.0K shares-76.6%