Thomas Gayner - Markel Group Inc. 13F Activity & Position Changes (Q3 2024)

According to the SEC 13F filed on Nov 01, 2024, the Markel Group Inc. portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2024. 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 Q3 2024, the filing reported:

New Buys - Airbnb, Inc., Brunswick Corporation, Domino's Pizza Inc, Estee Lauder Companies, Inc. (T

Increases - Aon Plc, Air Products and Chemicals, Inc, Cable One, Inc., Caterpillar, Inc., Choice Hotels International, In, and 33 more

Reductions - Equifax, Inc., Charles Schwab Corporation (The, Solventum Corporation, Whirlpool Corporation

Complete Exits - Cracker Barrel Old Country Stor, CVS Health Corporation, Electronic Arts Inc., RTX Corporation, UL Solutions Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Showing 30 of 51 transactions.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2024	ABNB Airbnb, Inc.	Airbnb, Inc.	Buy - Position Entry	+19,150	-	$2.43M	19,150
Q3 2024	AON Aon Plc	Aon Plc	Buy	+6,200	+5.4%	$41.57M	120,150
Q3 2024	APD Air Products and Chemicals, Inc	Air Products and Chemicals, Inc	Buy	+14,000	+36.8%	$15.48M	52,000
Q3 2024	BC Brunswick Corporation	Brunswick Corporation	Buy - Position Entry	+14,000	-	$1.17M	14,000
Q3 2024	CABO Cable One, Inc.	Cable One, Inc.	Buy	+6,250	+11.6%	$21.00M	60,050
Q3 2024	CAT Caterpillar, Inc.	Caterpillar, Inc.	Buy	+7,250	+2.3%	$124.67M	318,750
Q3 2024	CBRL Cracker Barrel Old Country Stor	Cracker Barrel Old Country Stor	Sell - Position Exit	-111,000	-100.0%	$0.00	-
Q3 2024	CHH Choice Hotels International, In	Choice Hotels International, In	Buy	+5,000	+4.5%	$15.05M	115,500
Q3 2024	CVS CVS Health Corporation	CVS Health Corporation	Sell - Position Exit	-47,000	-100.0%	$0.00	-
Q3 2024	DE Deere & Company	Deere & Company	Buy	+23,750	+2.8%	$362.70M	869,100
Q3 2024	DG Dollar General Corporation	Dollar General Corporation	Buy	+45,000	+6.5%	$62.77M	742,250
Q3 2024	DPZ Domino's Pizza Inc	Domino's Pizza Inc	Buy - Position Entry	+4,500	-	$1.94M	4,500
Q3 2024	EA Electronic Arts Inc.	Electronic Arts Inc.	Sell - Position Exit	-49,800	-100.0%	$0.00	-
Q3 2024	EFX Equifax, Inc.	Equifax, Inc.	Sell	-25,000	-25.5%	$21.41M	72,850
Q3 2024	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Buy - Position Entry	+14,000	-	$1.40M	14,000
Q3 2024	FDX FedEx Corporation	FedEx Corporation	Buy	+14,000	+7.7%	$53.37M	195,000
Q3 2024	FERG Ferguson Enterprises Inc.	Ferguson Enterprises Inc.	Buy	+14,000	+19.9%	$16.78M	84,500
Q3 2024	FNV Franco-Nevada Corporation	Franco-Nevada Corporation	Buy	+100,500	+41.0%	$42.93M	345,500
Q3 2024	GPK Graphic Packaging Holding Compa	Graphic Packaging Holding Compa	Buy	+60,000	+17.9%	$11.68M	394,725
Q3 2024	HCA HCA Healthcare, Inc.	HCA Healthcare, Inc.	Buy	+15,825	+45.1%	$20.70M	50,930
Q3 2024	HSY The Hershey Company	The Hershey Company	Buy	+14,500	+67.4%	$6.90M	36,000
Q3 2024	LAMR Lamar Advertising Company	Lamar Advertising Company	Buy	+17,000	+18.1%	$14.83M	111,000
Q3 2024	LIN Linde plc	Linde plc	Buy	+11,500	+8.0%	$73.91M	155,000
Q3 2024	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Buy	+14,500	+2.1%	$187.02M	690,480
Q3 2024	LPLA LPL Financial Holdings Inc.	LPL Financial Holdings Inc.	Buy	+38,613	+8.0%	$121.06M	520,404
Q3 2024	MAR Marriott International	Marriott International	Buy	+14,000	+63.6%	$8.95M	36,000
Q3 2024	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+4,250	+1.6%	$157.55M	275,231
Q3 2024	MMC Marsh & McLennan Companies, Inc	Marsh & McLennan Companies, Inc	Buy	+16,000	+2.3%	$161.18M	722,500
Q3 2024	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+7,500	+1.5%	$221.60M	514,980
Q3 2024	NKE Nike, Inc.	Nike, Inc.	Buy	+40,000	+10.3%	$37.91M	428,900