Markel Corporation Q4 2020 13F Holdings

Markel Corporation Q4 2020 holdings
TickerName ValueShares↓ Weighting
BRKA BERKSHIRE HATHAWAY Icl a  $387,466
8.7%
1,1140.0%5.77%
-4.5%
BAM BROOKFIELD ASSET MGMcl a ltd vt shAdd  $359,320
24.9%
8,706,561
0.1%
5.35%
9.7%
BRKB BERKSHIRE HATHAWAY Icl b newAdd  $355,218
8.9%
1,531,971
0.0%
5.29%
-4.3%
DIS DISNEY WALT COAdd  $337,645
46.1%
1,863,585
0.1%
5.03%
28.4%
AMZN AMAZON COM INC  $320,618
3.4%
98,4420.0%4.78%
-9.1%
HD HOME DEPOT INC  $244,370
-4.4%
920,0000.0%3.64%
-16.0%
GOOG ALPHABET INCcap stk cl c  $240,871
19.2%
137,4930.0%3.59%
4.7%
DEO DIAGEO PLCspon adr newAdd  $214,410
15.4%
1,350,108
0.0%
3.19%
1.4%
V VISA INCAdd  $209,268
9.4%
956,740
0.0%
3.12%
-3.9%
DE DEERE & CO  $203,348
21.4%
755,8000.0%3.03%
6.6%
AAPL APPLE INCReduce  $159,035
14.2%
1,198,540
-0.3%
2.37%
0.3%
BLK BLACKROCK INC  $158,883
28.0%
220,2000.0%2.37%
12.5%
ADI ANALOG DEVICES INC  $130,861
26.5%
885,8110.0%1.95%
11.2%
RLI RLI CORP  $124,696
24.4%
1,197,2720.0%1.86%
9.3%
TXN TEXAS INSTRS INC  $118,830
14.9%
724,0000.0%1.77%
1.0%
MSFT MICROSOFT CORPAdd  $106,477
5.8%
478,720
0.0%
1.59%
-7.1%
JNJ JOHNSON & JOHNSON  $96,128
5.7%
610,8000.0%1.43%
-7.1%
LOW LOWES COS INC  $94,460
-3.2%
588,5000.0%1.41%
-15.0%
GS GOLDMAN SACHS GROUPAdd  $90,584
31.5%
343,500
0.2%
1.35%
15.5%
WSO WATSCO INCAdd  $90,394
-2.2%
399,000
0.5%
1.35%
-14.1%
BX BLACKSTONE GROUP INC  $79,652
24.2%
1,229,0000.0%1.19%
9.1%
NVO NOVO-NORDISK A Sadr  $75,089
0.6%
1,075,0000.0%1.12%
-11.6%
ADM ARCHER DANIELS MIDLA  $74,522
8.4%
1,478,3000.0%1.11%
-4.7%
MA MASTERCARD INCORPORAcl aAdd  $74,030
5.6%
207,400
0.0%
1.10%
-7.3%
MMC MARSH & MCLENNAN COS  $71,312
2.0%
609,5000.0%1.06%
-10.4%
ECL ECOLAB INC  $66,920
8.3%
309,3000.0%1.00%
-4.9%
PGR PROGRESSIVE CORPAdd  $66,893
4.8%
676,500
0.3%
1.00%
-8.0%
ITW ILLINOIS TOOL WKS IN  $66,771
5.5%
327,5000.0%0.99%
-7.3%
BFA BROWN FORMAN CORPcl a  $61,935
7.0%
843,0000.0%0.92%
-6.0%
MCO MOODYS CORPAdd  $61,270
0.1%
211,100
0.0%
0.91%
-12.0%
MSCI MSCI INC  $61,175
25.2%
137,0000.0%0.91%
9.9%
AXP AMERICAN EXPRESS CO  $58,514
20.6%
483,9500.0%0.87%
6.0%
SCHW SCHWAB CHARLES CORP  $58,095
46.4%
1,095,3000.0%0.87%
28.6%
GD GENERAL DYNAMICS COR  $57,593
7.5%
387,0000.0%0.86%
-5.6%
SBUX STARBUCKS CORP  $56,466
24.5%
527,8180.0%0.84%
9.4%
KKR KKR & CO INCAdd  $56,135
18.5%
1,386,400
0.5%
0.84%
4.1%
NSC NORFOLK SOUTHN CORP  $54,532
11.0%
229,5000.0%0.81%
-2.5%
CAT CATERPILLAR INC DEL  $52,331
22.0%
287,5000.0%0.78%
7.2%
NKE NIKE INCcl b  $51,778
12.7%
366,0000.0%0.77%
-1.0%
APO APOLLO GLOBAL MGMT I  $49,592
9.5%
1,012,5000.0%0.74%
-3.8%
WHR WHIRLPOOL CORPAdd  $48,958
-1.7%
271,249
0.1%
0.73%
-13.7%
ROL ROLLINS INCAdd  $48,575
8.1%
1,243,275
50.0%
0.72%
-5.0%
SPGI S&P GLOBAL INCAdd  $48,409
-8.7%
147,260
0.2%
0.72%
-19.8%
TROW PRICE T ROWE GROUP I  $47,536
18.1%
314,0000.0%0.71%
3.7%
CFX COLFAX CORP  $43,405
21.9%
1,135,0700.0%0.65%
7.1%
ACN ACCENTURE PLC IRELAN  $41,637
15.6%
159,4000.0%0.62%
1.5%
SRCL STERICYCLE INC  $41,161
9.9%
593,7000.0%0.61%
-3.4%
MMM 3M CO  $40,936
9.1%
234,2000.0%0.61%
-4.1%
HEIA HEICO CORP NEWcl a  $40,169
32.0%
343,1440.0%0.60%
16.0%
FB FACEBOOK INCcl aAdd  $39,696
4.5%
145,320
0.2%
0.59%
-8.2%
NVR NVR INCAdd  $38,844
0.2%
9,521
0.3%
0.58%
-12.0%
FDS FACTSET RESH SYS INCAdd  $38,810
-0.7%
116,720
0.0%
0.58%
-12.7%
CG CARLYLE GROUP INC  $38,420
27.4%
1,222,0000.0%0.57%
12.0%
BFB BROWN FORMAN CORPcl b  $37,665
5.5%
474,1870.0%0.56%
-7.4%
ROK ROCKWELL AUTOMATION  $35,640
13.7%
142,1000.0%0.53%
-0.2%
ITIC INVESTORS TITLE CO N  $32,635
17.6%
213,3000.0%0.49%
3.3%
LBRDA LIBERTY BROADBAND CO  $32,343
11.1%
205,2500.0%0.48%
-2.4%
MHK MOHAWK INDS INCReduce  $31,150
8.2%
221,000
-25.1%
0.46%
-4.9%
JPM JPMORGAN CHASE & COReduce  $27,517
31.5%
216,550
-0.4%
0.41%
15.5%
CMCSA COMCAST CORP NEWcl a  $27,353
13.3%
522,0000.0%0.41%
-0.5%
LBRDK LIBERTY BROADBAND CO  $27,258
10.8%
172,1130.0%0.41%
-2.6%
ATVI ACTIVISION BLIZZARDAdd  $26,471
15.2%
285,100
0.5%
0.39%
1.2%
LIN LINDE PLC  $24,876
10.7%
94,4000.0%0.37%
-2.8%
SEIC SEI INVTS COAdd  $24,494
26.0%
426,200
11.2%
0.36%
10.7%
TSN TYSON FOODS INCcl aAdd  $24,100
9.8%
374,000
1.4%
0.36%
-3.5%
SHW SHERWIN WILLIAMS COAdd  $22,829
5.7%
31,064
0.2%
0.34%
-7.2%
LSXMK LIBERTY MEDIA CORP D  $22,712
31.5%
522,0000.0%0.34%
15.5%
CVS CVS HEALTH CORP  $22,676
17.0%
332,0000.0%0.34%
2.7%
MCHP MICROCHIP TECHNOLOGY  $22,511
34.4%
163,0000.0%0.34%
18.1%
MXIM MAXIM INTEGRATED PRO  $22,340
31.1%
252,0000.0%0.33%
15.2%
HCSG HEALTHCARE SVCS GROUAdd  $21,988
46.2%
782,500
12.0%
0.33%
28.4%
EFX EQUIFAX INC  $21,984
22.9%
114,0000.0%0.33%
8.0%
GOOGL ALPHABET INCcap stk cl a  $21,908
19.6%
12,5000.0%0.33%
5.1%
LSXMA LIBERTY MEDIA CORP D  $18,399
30.2%
426,0000.0%0.27%
14.4%
EA ELECTRONIC ARTS INCAdd  $18,108
10.9%
126,100
0.7%
0.27%
-2.6%
UNP UNION PAC CORPAdd  $17,844
6.2%
85,698
0.4%
0.27%
-6.7%
RTX RAYTHEON TECHNOLOGIE  $16,018
24.3%
224,0000.0%0.24%
9.2%
TRUP TRUPANION INC  $15,958
51.7%
133,3000.0%0.24%
33.3%
IFF INTERNATIONAL FLAVORAdd  $15,891
21.3%
146,000
36.4%
0.24%
6.5%
VRSK VERISK ANALYTICS INC  $15,362
12.0%
74,0000.0%0.23%
-1.6%
CSCO CISCO SYS INC  $15,305
13.6%
342,0000.0%0.23%
-0.2%
BK BANK NEW YORK MELLONAdd  $15,140
26.0%
356,750
1.9%
0.23%
10.7%
COST COSTCO WHSL CORP NEW  $14,751
6.1%
39,1500.0%0.22%
-6.8%
PEP PEPSICO INCAdd  $14,268
7.7%
96,210
0.6%
0.21%
-5.4%
PAYX PAYCHEX INC  $13,977
16.8%
150,0000.0%0.21%
2.6%
CCK CROWN HLDGS INC  $11,623
30.4%
116,0000.0%0.17%
14.5%
CABO CABLE ONE INC  $11,584
18.2%
5,2000.0%0.17%
3.8%
AMT AMERICAN TOWER CORP  $11,481
-7.1%
51,1500.0%0.17%
-18.4%
ALB ALBEMARLE CORP  $11,212
65.2%
76,0000.0%0.17%
45.2%
PM PHILIP MORRIS INTL I  $9,479
10.4%
114,5000.0%0.14%
-3.0%
TRU TRANSUNION  $9,377
17.9%
94,5000.0%0.14%
3.6%
HXL HEXCEL CORP NEW  $9,165
44.5%
189,0000.0%0.14%
27.0%
CARR CARRIER GLOBAL CORPO  $8,450
23.5%
224,0000.0%0.13%
8.5%
AON AON PLCNew  $7,81737,0000.12%
OTIS OTIS WORLDWIDE CORPAdd  $7,637
9.2%
113,060
0.9%
0.11%
-4.0%
WFC WELLS FARGO CO NEW  $5,899
28.4%
195,4500.0%0.09%
12.8%
OI O-I GLASS INCAdd  $5,641
20.0%
474,000
6.8%
0.08%
5.4%
LBTYA LIBERTY GLOBAL PLC  $4,336
15.3%
179,0000.0%0.06%
1.3%
BLL BALL CORP  $4,286
12.1%
46,0000.0%0.06%
-1.5%
GHC GRAHAM HLDGS CO  $2,774
32.0%
5,2000.0%0.04%
16.0%
Y ALLEGHANY CORP DEL  $2,613
16.0%
4,3280.0%0.04%
1.9%
SHAK SHAKE SHACK INCcl a  $2,594
31.5%
30,6000.0%0.04%
15.5%
WRB BERKLEY W R CORP  $1,793
8.6%
27,0000.0%0.03%
-4.6%
GWRE GUIDEWIRE SOFTWARE I  $1,673
23.4%
13,0000.0%0.02%
8.4%
ILMN ILLUMINA INC  $1,480
19.7%
4,0000.0%0.02%
5.2%
C CITIGROUP INCReduce  $1,271
30.4%
20,620
-8.8%
0.02%
14.5%
DHI D R HORTON INC  $965
-8.8%
13,9990.0%0.01%
-19.9%
LENB LENNAR CORPcl b  $796
-6.8%
13,0000.0%0.01%
-18.1%
LAMR LAMAR ADVERTISING COcl a  $707
25.8%
8,5000.0%0.01%
10.5%
EMN EASTMAN CHEM CO  $602
28.4%
6,0000.0%0.01%
12.8%
MTCH MATCH GROUP INC NEWReduce  $538
36.5%
3,560
-0.0%
0.01%
20.0%
TWTR TWITTER INC  $460
21.7%
8,5000.0%0.01%
6.9%
PYPL PAYPAL HLDGS INC  $429
18.8%
1,8300.0%0.01%
4.4%
IAC IAC INTERACTIVECORPNew  $3701,9540.01%
ALL ALLSTATE CORPNew  $2202,0000.00%
AON Aon CorporationSold out  $0-37,000-0.13%