Filing analysis
Markel Group
13F-HR · period Q1 2025 · filed May 02, 2025
$11.26BReported 13F value
217Positions
1Other managers included
+3New
41Increased
1Reduced
−0Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| CBOE Cboe Global Markets, Inc. | $1.36M | 0.0% |
| EXP Eagle Materials Inc. | $776,755 | 0.0% |
| SYY Sysco Corporation | $675,360 | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| DE Deere & Company | ▲ Add | +0.3% | $411.95M |
| FNV Franco-Nevada Corporation | ▲ Add | +8.7% | $82.76M |
| MRSH Marsh & McLennan Companies… | ▲ Add | +1.1% | $181.44M |
| MSFT Microsoft Corporation | ▲ Add | +0.6% | $196.23M |
| GOOGL Alphabet Inc. | ▲ Add | +0.4% | $86.13M |
| CABO Cable One, Inc. | ▼ Trim | -76.6% | $3.16M |
| LIN Linde plc | ▲ Add | +7.7% | $84.28M |
| DG Dollar General Corporation | ▲ Add | +4.0% | $76.43M |
| NVR NVR, Inc. | ▲ Add | +0.6% | $86.09M |
| CAT Caterpillar Inc. | ▲ Add | +1.0% | $108.19M |
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.