Thomas Gayner - Markel Group Inc. 13F Activity & Position Changes (Q2 2022)
According to the SEC 13F filed on Aug 05, 2022, the Markel Group Inc. portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2022. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2022, the filing reported:
New Buys - ACTIVISION BLIZZARD INC, Apple Inc., Accenture plc, Analog Devices, Inc., Archer-Daniels-Midland Company, and 118 more
Increases - None reported
Reductions - None reported
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Showing 30 of 123 transactions.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2022
|
4ATVI
ACTIVISION BLIZZARD INC
|
Buy - Position Entry |
+453,600
|
|
Q2 2022
|
AAPL
Apple Inc.
|
Buy - Position Entry |
+1,206,990
|
|
Q2 2022
|
ACN
Accenture plc
|
Buy - Position Entry |
+159,400
|
|
Q2 2022
|
ADI
Analog Devices, Inc.
|
Buy - Position Entry |
+1,083,071
|
|
Q2 2022
|
ADM
Archer-Daniels-Midland Company
|
Buy - Position Entry |
+1,463,300
|
|
Q2 2022
|
ALL
Allstate Corporation (The)
|
Buy - Position Entry |
+117,050
|
|
Q2 2022
|
AMT
American Tower Corporation (REI
|
Buy - Position Entry |
+51,910
|
|
Q2 2022
|
AMZN
Amazon.com, Inc.
|
Buy - Position Entry |
+1,981,360
|
|
Q2 2022
|
AON
Aon Plc
|
Buy - Position Entry |
+69,000
|
|
Q2 2022
|
APO
Apollo Global Management, Inc.
|
Buy - Position Entry |
+1,012,500
|
|
Q2 2022
|
AXP
American Express Company
|
Buy - Position Entry |
+484,250
|
|
Q2 2022
|
AXTA
Axalta Coating Systems Ltd.
|
Buy - Position Entry |
+28,442
|
|
Q2 2022
|
BALL
Ball Corporation
|
Buy - Position Entry |
+46,000
|
|
Q2 2022
|
BAM
Brookfield Asset Management Inc
|
Buy - Position Entry |
+8,715,741
|
|
Q2 2022
|
BF-A
Brown Forman Inc
|
Buy - Position Entry |
+843,000
|
|
Q2 2022
|
BF-B
Brown Forman Inc
|
Buy - Position Entry |
+474,187
|
|
Q2 2022
|
BK
The Bank of New York Mellon Cor
|
Buy - Position Entry |
+357,750
|
|
Q2 2022
|
BLK
BlackRock, Inc.
|
Buy - Position Entry |
+220,200
|
|
Q2 2022
|
BRK-A
Berkshire Hathaway Inc.
|
Buy - Position Entry |
+1,114
|
|
Q2 2022
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy - Position Entry |
+1,531,971
|
|
Q2 2022
|
BX
Blackstone Inc.
|
Buy - Position Entry |
+1,229,000
|
|
Q2 2022
|
CABO
Cable One, Inc.
|
Buy - Position Entry |
+10,200
|
|
Q2 2022
|
CARR
Carrier Global Corporation
|
Buy - Position Entry |
+235,000
|
|
Q2 2022
|
CAT
Caterpillar, Inc.
|
Buy - Position Entry |
+287,500
|
|
Q2 2022
|
CBRL
Cracker Barrel Old Country Stor
|
Buy - Position Entry |
+27,500
|
|
Q2 2022
|
CCK
Crown Holdings, Inc.
|
Buy - Position Entry |
+116,000
|
|
Q2 2022
|
CE
Celanese Corporation
|
Buy - Position Entry |
+4,800
|
|
Q2 2022
|
CG
The Carlyle Group Inc.
|
Buy - Position Entry |
+1,237,000
|
|
Q2 2022
|
CMCSA
Comcast Corporation
|
Buy - Position Entry |
+724,912
|
|
Q2 2022
|
COST
Costco Wholesale Corporation
|
Buy - Position Entry |
+39,150
|