Form 13-F position report

MARKEL CORPORATION(HOLDING CO)

Reported by Giverny Capital Inc

MKL CUSIP 570535104 Manager CIK 0001641864

Reported 82,153 shares, up 1,624 (2.0%) from the prior quarter.

Reported value -14.5%; share count 2.0% vs. the prior quarter.

Added
% of reported 13F value 6.03% This manager · Q3 2022
Shares 82,153 Quarter-end amount reported
Reported value $89,072,000 Fair value at quarter end
Consecutive quarters held 31 Through Q3 2022

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 88693000
2021-12-31 94171000
2022-03-31 115893000
2022-06-30 104144000
2022-09-30 89072000
2022-12-31 107190986
2023-03-31 101676726
2023-06-30 115918783
2023-09-30 124462217
2023-12-31 112427682
2024-03-31 122553693
2024-06-30 65344196
2024-09-30 66953269
2024-12-31 74799272
2025-03-31 81144813
2025-06-30 87276643
2025-09-30 83772997
2025-12-31 94537308
2026-03-31 82197822
2026-06-30 60303090

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for MARKEL CORPORATION(HOLDING CO) held by Giverny Capital Inc.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 30,877 -12,067 (-28.1%) 2.03% $60,303,090 2026-08-14
Q1 2026 Reduced 42,944 -1,034 (-2.4%) 3.01% $82,197,822 2026-05-15
Q4 2025 Added 43,978 +149 (0.3%) 3.15% $94,537,308 2026-02-13
Q3 2025 Added 43,829 +133 (0.3%) 2.84% $83,772,997 2025-11-14
Q2 2025 Added 43,696 +294 (0.7%) 2.99% $87,276,643 2025-08-13
Q1 2025 Added 43,402 +71 (0.2%) 2.99% $81,144,813 2025-05-13
Q4 2024 Added 43,331 +647 (1.5%) 2.73% $74,799,272 2025-02-13
Q3 2024 Added 42,684 +1,213 (2.9%) 2.55% $66,953,269 2024-11-13
Q2 2024 Reduced 41,471 -39,078 (-48.5%) 2.76% $65,344,196 2024-08-14
Q1 2024 Added 80,549 +1,369 (1.7%) 4.98% $122,553,693 2024-05-13
Q4 2023 Reduced 79,180 -5,345 (-6.3%) 3.44% $112,427,682 2024-02-09
Q3 2023 Added 84,525 +719 (0.9%) 6.76% $124,462,217 2023-11-13
Q2 2023 Added 83,806 +4,210 (5.3%) 6.1% $115,918,783 2023-08-07
Q1 2023 Reduced 79,596 -1,764 (-2.2%) 6.12% $101,676,726 2023-05-12
Q4 2022 Reduced 81,360 -793 (-1.0%) 6.63% $107,190,986 2023-02-10
Q3 2022 Added 82,153 +1,624 (2.0%) 6.03% $89,072,000 2022-11-14
Q2 2022 Added 80,529 +1,970 (2.5%) 6.86% $104,144,000 2022-08-12
Q1 2022 Added 78,559 +2,245 (2.9%) 6.54% $115,893,000 2022-05-12
Q4 2021 Added 76,314 +2,102 (2.8%) 5.02% $94,171,000 2022-02-11
Q3 2021 Added 74,212 +2,900 (4.1%) 5.29% $88,693,000 2021-11-12
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

687 managers reported MARKEL CORPORATION(HOLDING CO) for Q3 2022.

Managers reporting MARKEL CORPORATION(HOLDING CO) in Q3 2022.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 1,202,965 +9,408 0.04% $1,304,280,000 38 qtrs
BlackRock Inc Reduced 633,737 -8,002 0.02% $687,111,000 38 qtrs
PRINCIPAL FINANCIAL GROUP INC Reduced 606,843 -905 0.52% $657,952,000 38 qtrs
BERKSHIRE HATHAWAY INC Unchanged 467,611 0 0.17% $506,993,000 3 qtrs
ATLANTA CAPITAL MANAGEMENT CO L L C Added 401,014 +3,892 1.94% $434,787,000 38 qtrs
BAILLIE GIFFORD & CO Reduced 364,493 -12,700 0.41% $395,191,000 38 qtrs
DAVENPORT & Co LLC Reduced 329,901 -693 3.12% $358,978,000 38 qtrs
WELLINGTON MANAGEMENT GROUP LLP Reduced 306,001 -11,905 0.07% $331,773,000 38 qtrs
STATE STREET CORPORATION Added 303,717 +5,183 0.02% $329,296,000 38 qtrs
Davis Selected Advisers Reduced 208,220 -3,237 1.61% $225,756,000 38 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
September 30, 2022
Filed
November 14, 2022
Filing type
13F-HR
Position type
COM

Voting authority reported

No voting-authority amounts were reported for this position. Voting authority is not required for reported call options.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.