Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $151K | — |
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISOR | $87K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Markel Group Inc.* 121,958 shares of Markel Group Inc. common stock, cost of $95,119,536 | — | — | $95.1M | $210.5M | 21.4% | |
| Fidelity Management Trust* 3,031,928 shares of Fidelity Contrafund Commingled Pool - Class A |
| — |
| — |
| $3.0M |
| $137.9M |
| 14.0% |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $137.9M | 14.0% |
| Fidelity Investments* 472,337 shares of Fidelity 500 Index Fund - Premium Class | — | — | $472K | $96.4M | 9.8% |
| Fidelity Investments* 8,204,201 shares of Fidelity Freedom 2040 Fund - Class K6 | — | — | $8.2M | $94.3M | 9.6% |
| Fidelity Investments* 4,712,827 shares of Fidelity Freedom 2030 Fund - Class K6 | — | — | $4.7M | $82.3M | 8.4% |
| Fidelity Investments* 4,629,906 shares of Fidelity Freedom 2050 Fund - Class K6 | — | — | $4.6M | $63.1M | 6.4% |
| Fidelity Investments* Institutional Class | — | — | — | $34.7M | 3.5% |
| Fidelity Investments* 1,937,920 shares of Fidelity Puritan Fund - Class K6 | — | — | $1.9M | $31.3M | 3.2% |
| Fidelity Investments* 347,864 shares of Fidelity Equity-Income Fund - Class K | — | — | $348K | $25.6M | 2.6% |
| Fidelity Investments* 2,500,198 shares of Fidelity U.S. Bond Index Fund - Institutional Class | — | — | $2.5M | $25.6M | 2.6% |
| Fidelity Investments* 1,776,184 shares of Fidelity Freedom 2020 Fund - Class K6 | — | — | $1.8M | $25.4M | 2.6% |
| Fidelity Investments* 372,593 shares of Fidelity Overseas Fund - Class K | — | — | $373K | $23.2M | 2.4% |
| Fidelity Investments* 241,098 shares of Fidelity Extended Market Index Fund - Premium Class | — | — | $241K | $21.9M | 2.2% |
| Fidelity Investments* 323,711 shares of Fidelity International Index Fund - Premium Class | — | — | $324K | $15.4M | 1.6% |
| Fidelity Investments* 858,987 shares of Fidelity Freedom 2060 Fund - Class K6 | — | — | $859K | $12.4M | 1.3% |
| John Hancock Investments 739,075 shares of John Hancock Bond Fund - Class R6 | — | — | $739K | $9.9M | 1.0% |
| Fidelity Investments* 591,019 shares of Fidelity Freedom 2035 Fund - Class K6 | — | — | $591K | $9.2M | 0.9% |
| Participant loans* to 9.50% and maturities ranging from one month to 14 years | Participant loans | — | — | $8.3M | 0.8% |
| Fidelity Investments* 570,758 shares of Fidelity Freedom 2045 Fund - Class K6 | — | — | $571K | $7.7M | 0.8% |
| Fidelity Investments* 489,316 shares of Fidelity Freedom 2025 Fund - Class K6 | — | — | $489K | $6.6M | 0.7% |
| Fidelity Investments* 381,418 shares of Fidelity Freedom 2055 Fund - Class K6 | — | — | $381K | $6.0M | 0.6% |
| Fidelity Investments* 300,638 shares of Fidelity Freedom 2010 Fund - Class K6 | — | — | $301K | $4.2M | 0.4% |
| J.P. Morgan 114,938 shares of JPMorgan Equity Income Fund - Class R6 | — | — | $115K | $2.8M | 0.3% |
| Fidelity Investments* 184,447 shares of Fidelity Freedom 2065 Fund - Class K6 | — | — | $184K | $2.4M | 0.2% |
| Fidelity Investments* 155,510 shares of Fidelity Freedom Income Fund - Class K6 | — | — | $156K | $1.6M | 0.2% |
| Fidelity Investments* 24,746 shares of Fidelity Freedom 2015 Fund - Class K6 | — | — | $25K | $281K | <0.1% |
| Fidelity Investments* 1,255 shares of Fidelity Freedom 2070 Fund - Class K6 | — | — | $1K | $13K | <0.1% |
