Filing analysis
Markel Group
13F-HR · period Q4 2024 · filed Feb 07, 2025
$11.34BReported 13F value
214Positions
1Other managers included
+4New
44Increased
2Reduced
−4Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| MGM MGM Resorts International | $1.39M | 0.0% |
| AYI Acuity Brands, Inc. | $876,390 | 0.0% |
| HII Huntington Ingalls… | $755,880 | 0.0% |
| CME CME Group Inc. | $696,690 | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| LPLA LPL Financial Holdings Inc. | ▲ Add | +2.3% | $173.84M |
| NVR NVR, Inc. | ▲ Add | +0.9% | $96.63M |
| FNV Franco-Nevada Corporation | ▲ Add | +39.9% | $56.83M |
| LOW Lowe's Companies, Inc. | ▲ Add | +1.6% | $173.13M |
| SCHW The Charles Schwab Corporation | ▲ Add | +1.0% | $100.93M |
| ADM Archer-Daniels-Midland Company | ▲ Add | +0.8% | $74.48M |
| ABNB Airbnb, Inc. | ▲ Add | +502.1% | $15.15M |
| CMCSA Comcast Corporation | ▼ Trim | -11.0% | $36.10M |
| DE Deere & Company | ▲ Add | +0.7% | $370.72M |
| CAT Caterpillar Inc. | ▲ Add | +1.9% | $117.82M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary: computed fields only.