Markel Corporation Q1 2021 13F Holdings

Markel Corporation Q1 2021 holdings
TickerName Value Shares↓ Weighting
BRKA BERKSHIRE HATHAWAY Icl a  $429,672
10.9%
1,1140.0%5.95%
3.0%
BRKB BERKSHIRE HATHAWAY Icl b new  $391,373
10.2%
1,531,9710.0%5.42%
2.4%
BAM BROOKFIELD ASSET MGMcl a ltd vt shAdd  $387,548
7.9%
8,708,941
0.0%
5.36%
0.2%
DIS DISNEY WALT COAdd  $343,935
1.9%
1,863,945
0.0%
4.76%
-5.4%
AMZN AMAZON COM INC  $304,587
-5.0%
98,4420.0%4.22%
-11.7%
GOOG ALPHABET INCcap stk cl c  $284,423
18.1%
137,4930.0%3.94%
9.7%
DE DEERE & CO  $282,775
39.1%
755,8000.0%3.91%
29.2%
HD HOME DEPOT INC  $280,830
14.9%
920,0000.0%3.89%
6.8%
DEO DIAGEO PLCspon adr newAdd  $221,717
3.4%
1,350,208
0.0%
3.07%
-3.9%
V VISA INCAdd  $202,770
-3.1%
957,680
0.1%
2.81%
-10.0%
BLK BLACKROCK INC  $166,022
4.5%
220,2000.0%2.30%
-2.9%
AAPL APPLE INC  $146,402
-7.9%
1,198,5400.0%2.03%
-14.5%
ADI ANALOG DEVICES INC  $137,372
5.0%
885,8110.0%1.90%
-2.5%
TXN TEXAS INSTRS INC  $136,829
15.1%
724,0000.0%1.89%
7.0%
RLI RLI CORP  $133,580
7.1%
1,197,2720.0%1.85%
-0.5%
MSFT MICROSOFT CORPAdd  $113,004
6.1%
479,300
0.1%
1.56%
-1.4%
GS GOLDMAN SACHS GROUPAdd  $112,377
24.1%
343,660
0.0%
1.56%
15.3%
LOW LOWES COS INCAdd  $111,955
18.5%
588,680
0.0%
1.55%
10.2%
WSO WATSCO INCAdd  $105,212
16.4%
403,500
1.1%
1.46%
8.1%
JNJ JOHNSON & JOHNSON  $100,385
4.4%
610,8000.0%1.39%
-3.0%
BX BLACKSTONE GROUP INC  $91,597
15.0%
1,229,0000.0%1.27%
6.8%
ADM ARCHER DANIELS MIDLAReduce  $83,408
11.9%
1,463,300
-1.0%
1.15%
4.0%
MMC MARSH & MCLENNAN COS  $74,238
4.1%
609,5000.0%1.03%
-3.3%
MA MASTERCARD INCORPORAcl aAdd  $73,859
-0.2%
207,440
0.0%
1.02%
-7.3%
ITW ILLINOIS TOOL WKS IN  $72,548
8.7%
327,5000.0%1.00%
0.9%
NVO NOVO-NORDISK A Sadr  $72,477
-3.5%
1,075,0000.0%1.00%
-10.4%
SCHW SCHWAB CHARLES CORP  $71,392
22.9%
1,095,3000.0%0.99%
14.2%
GD GENERAL DYNAMICS COR  $70,264
22.0%
387,0000.0%0.97%
13.3%
AXP AMERICAN EXPRESS COAdd  $68,478
17.0%
484,150
0.0%
0.95%
8.7%
KKR KKR & CO INCAdd  $68,361
21.8%
1,399,400
0.9%
0.95%
13.2%
CAT CATERPILLAR INC  $66,663
27.4%
287,5000.0%0.92%
18.3%
ECL ECOLAB INC  $66,212
-1.1%
309,3000.0%0.92%
-8.1%
PGR PROGRESSIVE CORPAdd  $66,172
-1.1%
692,100
2.3%
0.92%
-8.1%
MCO MOODYS CORPAdd  $63,078
3.0%
211,240
0.1%
0.87%
-4.4%
NSC NORFOLK SOUTHN CORP  $61,625
13.0%
229,5000.0%0.85%
5.0%
WHR WHIRLPOOL CORPAdd  $60,386
23.3%
274,049
1.0%
0.84%
14.7%
SBUX STARBUCKS CORP  $57,674
2.1%
527,8180.0%0.80%
-5.1%
MSCI MSCI INC  $57,441
-6.1%
137,0000.0%0.80%
-12.7%
TROW PRICE T ROWE GROUP I  $53,882
13.3%
314,0000.0%0.75%
5.4%
BFA BROWN FORMAN CORPcl a  $53,674
-13.3%
843,0000.0%0.74%
-19.5%
SPGI S&P GLOBAL INCAdd  $52,310
8.1%
148,240
0.7%
0.72%
0.4%
CFX COLFAX CORP  $49,728
14.6%
1,135,0700.0%0.69%
6.3%
NKE NIKE INCcl b  $48,638
-6.1%
366,0000.0%0.67%
-12.7%
APO APOLLO GLOBAL MGMT I  $47,598
-4.0%
1,012,5000.0%0.66%
-10.8%
MMM 3M COAdd  $45,877
12.1%
238,100
1.7%
0.64%
4.1%
CG CARLYLE GROUP INC  $44,921
16.9%
1,222,0000.0%0.62%
8.7%
NVR NVR INCAdd  $44,900
15.6%
9,531
0.1%
0.62%
7.3%
ACN ACCENTURE PLC IRELAN  $44,034
5.8%
159,4000.0%0.61%
-1.8%
FB FACEBOOK INCcl aAdd  $43,191
8.8%
146,643
0.9%
0.60%
1.2%
ROL ROLLINS INC  $42,793
-11.9%
1,243,2750.0%0.59%
-18.2%
MHK MOHAWK INDS INC  $42,501
36.4%
221,0000.0%0.59%
26.7%
SRCL STERICYCLE INC  $40,081
-2.6%
593,7000.0%0.56%
-9.5%
HEIA HEICO CORP NEWcl a  $38,981
-3.0%
343,1440.0%0.54%
-9.7%
ROK ROCKWELL AUTOMATION  $37,719
5.8%
142,1000.0%0.52%
-1.7%
FDS FACTSET RESH SYS INC  $36,019
-7.2%
116,7200.0%0.50%
-13.7%
ITIC INVESTORS TITLE CO N  $35,408
8.5%
213,3000.0%0.49%
0.8%
JPM JPMORGAN CHASE & CO  $32,965
19.8%
216,5500.0%0.46%
11.2%
BFB BROWN FORMAN CORPcl b  $32,705
-13.2%
474,1870.0%0.45%
-19.3%
LBRDA LIBERTY BROADBAND CO  $29,792
-7.9%
205,2500.0%0.41%
-14.5%
CMCSA COMCAST CORP NEWcl aAdd  $28,447
4.0%
525,740
0.7%
0.39%
-3.2%
TSN TYSON FOODS INCcl aAdd  $27,974
16.1%
376,500
0.7%
0.39%
7.8%
ATVI ACTIVISION BLIZZARD  $26,514
0.2%
285,1000.0%0.37%
-6.9%
LIN LINDE PLC  $26,445
6.3%
94,4000.0%0.37%
-1.3%
SEIC SEI INVTS COAdd  $26,029
6.3%
427,200
0.2%
0.36%
-1.4%
LBRDK LIBERTY BROADBAND CO  $25,843
-5.2%
172,1130.0%0.36%
-11.8%
GOOGL ALPHABET INCcap stk cl a  $25,781
17.7%
12,5000.0%0.36%
9.5%
CVS CVS HEALTH CORP  $24,976
10.1%
332,0000.0%0.35%
2.4%
LSXMK LIBERTY MEDIA CORP D  $23,026
1.4%
522,0000.0%0.32%
-5.6%
MXIM MAXIM INTEGRATED PRO  $23,025
3.1%
252,0000.0%0.32%
-4.2%
SHW SHERWIN WILLIAMS COAdd  $23,073
1.1%
31,264
0.6%
0.32%
-6.2%
EFX EQUIFAX INCAdd  $22,116
0.6%
122,100
7.1%
0.31%
-6.4%
HCSG HEALTHCARE SVCS GROU  $21,934
-0.2%
782,5000.0%0.30%
-7.3%
IFF INTERNATIONAL FLAVORAdd  $21,779
37.1%
156,000
6.8%
0.30%
27.0%
REGN REGENERON PHARMACEUTNew  $21,52845,5000.30%
UNP UNION PAC CORPAdd  $18,907
6.0%
85,778
0.1%
0.26%
-1.5%
LSXMA LIBERTY MEDIA CORP D  $18,778
2.1%
426,0000.0%0.26%
-5.1%
CSCO CISCO SYS INC  $17,685
15.6%
342,0000.0%0.24%
7.5%
RTX RAYTHEON TECHNOLOGIE  $17,309
8.1%
224,0000.0%0.24%
0.4%
EA ELECTRONIC ARTS INC  $17,070
-5.7%
126,1000.0%0.24%
-12.6%
BK BANK NEW YORK MELLONAdd  $16,918
11.7%
357,750
0.3%
0.23%
3.5%
PAYX PAYCHEX INC  $14,703
5.2%
150,0000.0%0.20%
-2.4%
COST COSTCO WHSL CORP NEW  $13,799
-6.5%
39,1500.0%0.19%
-13.2%
PEP PEPSICO INC  $13,609
-4.6%
96,2100.0%0.19%
-11.7%
VRSK VERISK ANALYTICS INC  $13,075
-14.9%
74,0000.0%0.18%
-21.0%
AMT AMERICAN TOWER CORPAdd  $12,367
7.7%
51,730
1.1%
0.17%0.0%
CCK CROWN HLDGS INC  $11,257
-3.1%
116,0000.0%0.16%
-9.8%
ALB ALBEMARLE CORP  $11,104
-1.0%
76,0000.0%0.15%
-7.8%
HXL HEXCEL CORP NEW  $10,584
15.5%
189,0000.0%0.15%
6.6%
TRUP TRUPANION INC  $10,159
-36.3%
133,3000.0%0.14%
-40.8%
PM PHILIP MORRIS INTL I  $10,161
7.2%
114,5000.0%0.14%0.0%
AON AON PLCAdd  $9,550
22.2%
41,500
12.2%
0.13%
13.8%
CABO CABLE ONE INC  $9,507
-17.9%
5,2000.0%0.13%
-23.7%
CARR CARRIER GLOBAL CORPO  $9,457
11.9%
224,0000.0%0.13%
4.0%
MCHP MICROCHIP TECHNOLOGYReduce  $8,692
-61.4%
56,000
-65.6%
0.12%
-64.2%
TRU TRANSUNION  $8,505
-9.3%
94,5000.0%0.12%
-15.7%
OTIS OTIS WORLDWIDE CORPAdd  $7,794
2.1%
113,860
0.7%
0.11%
-5.3%
WFC WELLS FARGO CO NEW  $7,636
29.4%
195,4500.0%0.11%
20.5%
LBTYA LIBERTY GLOBAL PLC  $4,593
5.9%
179,0000.0%0.06%
-1.5%
BLL BALL CORP  $3,898
-9.1%
46,0000.0%0.05%
-15.6%
SHAK SHAKE SHACK INCcl a  $3,450
33.0%
30,6000.0%0.05%
23.1%
GHC GRAHAM HLDGS CO  $2,925
5.4%
5,2000.0%0.04%
-2.4%
Y ALLEGHANY CORP DEL  $2,711
3.8%
4,3280.0%0.04%
-2.6%
WRB BERKLEY W R CORP  $2,034
13.4%
27,0000.0%0.03%
3.7%
OI O-I GLASS INCReduce  $1,769
-68.6%
120,000
-74.7%
0.02%
-71.4%
C CITIGROUP INC  $1,500
18.0%
20,6200.0%0.02%
10.5%
ILMN ILLUMINA INC  $1,536
3.8%
4,0000.0%0.02%
-4.5%
DHI D R HORTON INC  $1,248
29.3%
13,9990.0%0.02%
21.4%
LENB LENNAR CORPcl b  $1,070
34.4%
13,0000.0%0.02%
25.0%
EMN EASTMAN CHEM COAdd  $991
64.6%
9,000
50.0%
0.01%
55.6%
LAMR LAMAR ADVERTISING COcl a  $798
12.9%
8,5000.0%0.01%0.0%
TWTR TWITTER INC  $541
17.6%
8,5000.0%0.01%0.0%
MTCH MATCH GROUP INC NEW  $489
-9.1%
3,5600.0%0.01%
-12.5%
LMT LOCKHEED MARTIN CORPNew  $4781,2930.01%
IAC IAC INTERACTIVECORP  $423
14.3%
1,9540.0%0.01%0.0%
PYPL PAYPAL HLDGS INC  $444
3.5%
1,8300.0%0.01%0.0%
CE CELANESE CORP DELNew  $3602,4000.01%
ICE INTERCONTINENTAL EXCNew  $2592,3200.00%
ALL ALLSTATE CORP  $230
4.5%
2,0000.0%0.00%0.0%
GWRE GUIDEWIRE SOFTWARE ISold out  $0-13,000-0.02%