Featured 13F manager
Markel Group Inc. Thomas Gayner
Glen Allen, VA 22 processed 13Fs on this site · 2021 Q3–2026 Q2
- $13.1B
- 130 Positions
- 2026 Q2
- +10.0% QoQ
- Top 5 28.0%
Thomas Gayner files Markel Group Inc. as a Form 13F. The latest book is 2026 Q2 at $13.1B, up 10.0% QoQ, led by Alphabet, Berkshire Hathaway, and Deere.
Portfolio
top 5 28.0% · top 10 42.9%
- GOOG - Alphabet · CL C 7.4%
- BRK.A - Berkshire Hathaway · CL A 6.4%
- BRK.B - Berkshire Hathaway · CL B 5.8%
- DE - Deere 4.2%
- BN - Brookfield · CL A 4.2%
- AMZN - Amazon 3.7%
- ADI - Analog Devices 3.0%
- GS - Goldman Sachs Group 2.8%
- AAPL - Apple 2.7%
- CAT - Caterpillar 2.7%
- V - VISA · CL A 2.6%
- HD - Home Depot 2.5%
- Other 52.0%
AUM over time
Latest book
| GOOG - Alphabet · CL C | 7.40% | Hold | 2,749,860 | $353.33 | $972M | — | — |
| BRK.A - Berkshire Hathaway · CL A | 6.35% | Hold | 1,114 | $748,850 | $834M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 5.84% | Hold | 1,531,971 | $500.39 | $767M | — | — |
| DE - Deere | 4.24% | Hold | 877,900 | $634.33 | $557M | — | — |
| BN - Brookfield · CL A | 4.24% | Hold | 13,073,609 | $42.59 | $557M | — | — |
| AMZN - Amazon | 3.69% | Hold | 2,030,760 | $238.34 | $484M | — | — |
| ADI - Analog Devices | 3.02% | Reduce −2.3% | 999,671 | $397.17 | $397M | −23,574 | +$72M |
| GS - Goldman Sachs Group | 2.77% | Hold | 359,360 | $1,011 | $363M | — | — |
| AAPL - Apple | 2.70% | Hold | 1,227,290 | $289.36 | $355M | — | — |
| CAT - Caterpillar | 2.67% | Hold | 328,650 | $1,065 | $350M | — | — |
| V - VISA · CL A | 2.65% | Add +1.0% | 1,013,912 | $343.09 | $348M | +9,581 | +$44M |
| HD - Home Depot | 2.48% | Add +0.3% | 922,500 | $352.68 | $325M | +2,500 | +$23M |
| WSO - Watsco | 1.90% | Add +2.7% | 597,750 | $416.73 | $249M | +15,581 | +$37M |
| TXN - Texas Instrs | 1.64% | Hold | 724,000 | $298.07 | $216M | — | — |
| BLK - Blackrock | 1.61% | Hold | 220,200 | $961.56 | $212M | — | — |
| GOOGL - Alphabet · CL A | 1.56% | Hold | 572,000 | $357.37 | $204M | — | — |
| MSFT - Microsoft | 1.53% | Hold | 537,630 | $373.02 | $201M | — | — |
| DIS - Disney Walt | 1.49% | Hold | 2,031,665 | $96.25 | $196M | — | — |
| AXP - American Express | 1.26% | Hold | 490,450 | $338.25 | $166M | — | — |
| LOW - Lowes Cos | 1.26% | Add +1.8% | 751,980 | $220.49 | $166M | +13,500 | −$9M |
| PGR - Progressive | 1.25% | Hold | 753,750 | $218.45 | $165M | — | — |
| FNV - Franco Nev | 1.23% | Add +9.2% | 773,500 | $208.44 | $161M | +65,000 | −$14M |
| LPLA - Lpl Finl | 1.20% | Hold | 559,951 | $281.68 | $158M | — | — |
| JNJ - Johnson & Johnson | 1.18% | Hold | 610,800 | $253.97 | $155M | — | — |
| BX - Blackstone | 1.10% | Hold | 1,229,000 | $117.67 | $145M | — | — |
| RLI - RLI Corp | 1.08% | Hold | 2,394,544 | $59.07 | $141M | — | — |
| GD - General Dynamics | 1.05% | Hold | 391,000 | $354.24 | $139M | — | — |
| NVO - Novo-Nordisk A S | 1.05% | Hold | 2,869,774 | $47.94 | $138M | — | — |
| KKR — | 1.01% | Hold | 1,451,800 | $91.78 | $133M | — | — |
| META - Meta Platforms · CL A | 1.00% | Reduce −5.7% | 234,163 | $563.29 | $132M | −14,140 | −$10M |
| SCHW - Schwab Charles | 0.98% | Add +0.8% | 1,394,800 | $92.27 | $129M | +11,000 | −$1M |
| MMC - Marsh & Mclennan Cos | 0.97% | Hold | 763,500 | $166.67 | $127M | — | — |
| APO - Apollo Global Mgmt | 0.91% | Hold | 1,012,500 | $118.31 | $120M | — | — |
| ADM - Archer Daniels Midland | 0.88% | Hold | 1,505,800 | $76.40 | $115M | — | — |
| LIN - Linde | 0.85% | Add +5.4% | 215,600 | $518.94 | $112M | +11,000 | +$10M |
| DEO - Diageo | 0.84% | Hold | 1,372,208 | $80.38 | $110M | — | — |
| MA - Mastercard · CL A | 0.81% | Hold | 207,540 | $513.60 | $107M | — | — |
| DG - Dollar Gen | 0.76% | Hold | 869,250 | $115.11 | $100M | — | — |
| BAM — · CL A | 0.75% | Hold | 2,193,953 | $44.85 | $98M | — | — |
| HEI - Heico · CL A | 0.75% | Hold | 379,644 | $257.91 | $98M | — | — |
| MCO - Moodys | 0.74% | Hold | 213,890 | $452.92 | $97M | — | — |
| ODFL - Old Dominion Freight | 0.71% | Hold | 429,150 | $216.60 | $93M | — | — |
| NSC - Norfolk Southn | 0.68% | Hold | 282,500 | $314.59 | $89M | — | — |
| ITW - Illinois Tool Wks | 0.67% | Hold | 327,500 | $270.47 | $89M | — | — |
| JPM - Jpmorgan Chase & | 0.63% | Hold | 252,550 | $327.33 | $83M | — | — |
| NVR - NVR Inc | 0.63% | Add +0.1% | 12,097 | $6,813 | $82M | +10 | +$3M |
| MSCI - MSCI Inc | 0.61% | Hold | 142,850 | $560.04 | $80M | — | — |
| ROK - Rockwell Automation | 0.58% | Hold | 154,900 | $495.08 | $77M | — | — |
| ECL - Ecolab | 0.58% | Hold | 274,300 | $278.61 | $76M | — | — |
| URI - Sunbelt Rentals | 0.56% | Add +1.1% | 974,361 | $74.81 | $73M | +11,000 | +$10M |
| SBUX - Starbucks | 0.49% | Hold | 623,818 | $102.19 | $64M | — | — |
| ROL - Rollins | 0.48% | Add +1.2% | 1,516,525 | $41.74 | $63M | +18,500 | −$17M |
| THG - Hanover Ins Group | 0.46% | Hold | 281,000 | $214.12 | $60M | — | — |
| ITIC - Investors Title Nc | 0.44% | Hold | 213,300 | $273.68 | $58M | — | — |
| CG - Carlyle Group | 0.43% | Hold | 1,327,000 | $42.11 | $56M | — | — |
| TSN - Tyson Foods · CL A | 0.40% | Add +2.7% | 913,500 | $57.25 | $52M | +24,000 | −$5M |
| SPGI - S&P Global | 0.37% | Hold | 117,690 | $407.26 | $48M | — | — |
| AON - AON PLC · CL A | 0.34% | Hold | 135,800 | $331.69 | $45M | — | — |
| UNP - Union Pac | 0.33% | Add +7.2% | 161,028 | $272.00 | $44M | +10,750 | +$7M |
| FERG - Ferguson Enterprises | 0.33% | Add +5.6% | 180,200 | $237.33 | $43M | +9,500 | +$3M |
| RTX - Raytheon | 0.32% | Hold | 224,000 | $189.73 | $42M | — | — |
| CSCO - Cisco Sys | 0.32% | Hold | 355,500 | $117.46 | $42M | — | — |
| MELI - Mercadolibre | 0.31% | Add +340.4% | 24,000 | $1,697 | $41M | +18,550 | +$31M |
| YUM - Yum Brands | 0.30% | Hold | 245,213 | $159.86 | $39M | — | — |
| MAR - Marriott Intl · CL A | 0.28% | Add +6.1% | 99,500 | $370.59 | $37M | +5,750 | +$6M |
| ALL - Allstate | 0.28% | Hold | 154,550 | $237.94 | $37M | — | — |
| TMO - Thermo Fisher Scientific | 0.28% | Add +8.9% | 73,100 | $501.36 | $37M | +6,000 | +$4M |
| COST - Costco Wholesale | 0.28% | Hold | 39,150 | $935.47 | $37M | — | — |
| HGTY - Hagerty · CL A | 0.27% | Hold | 3,108,000 | $11.55 | $36M | — | — |
| TROW - T. Rowe Price | 0.27% | Hold | 314,000 | $113.69 | $36M | — | — |
| URI - United Rentals | 0.27% | Hold | 31,150 | $1,133 | $35M | — | — |
| ABNB - Airbnb · CL A | 0.26% | Hold | 242,389 | $143.10 | $35M | — | — |
| LMT - Lockheed Martin | 0.25% | Hold | 65,213 | $509.46 | $33M | — | — |
| HCA - Hca Healthcare | 0.25% | Add +2.3% | 84,366 | $389.89 | $33M | +1,936 | −$6M |
| SHW - Sherwin Williams | 0.25% | Hold | 94,172 | $344.32 | $32M | — | — |
| FDS - Factset Resh Sys | 0.24% | Hold | 135,376 | $230.08 | $31M | — | — |
| LAMR - Lamar Advertising · CL A | 0.23% | Hold | 193,000 | $155.98 | $30M | — | — |
| VRSK - Verisk Analytics | 0.21% | Hold | 155,950 | $179.53 | $28M | — | — |
| CSX - CSX Corp | 0.21% | Add +10.3% | 584,500 | $47.53 | $28M | +54,500 | +$6M |
| AMAT - Applied Matls | 0.20% | Hold | 36,350 | $723.00 | $26M | — | — |
| APD - Air Products | 0.20% | Add +17.2% | 88,500 | $293.18 | $26M | +13,000 | +$4M |
| FIX - Comfort Sys USA | 0.20% | Hold | 13,000 | $1,982 | $26M | — | — |
| CCK - Crown | 0.19% | Hold | 220,000 | $111.82 | $25M | — | — |
| BF.A — · CL A | 0.18% | Hold | 843,000 | $27.36 | $23M | — | — |
| RNR - Renaissancere | 0.17% | Hold | 70,000 | $316.90 | $22M | — | — |
| EPD - Enterprise Prods Partners L | 0.16% | Add +181.7% | 569,000 | $36.76 | $21M | +367,000 | +$13M |
| PM - Philip Morris Intl | 0.16% | Hold | 114,500 | $180.91 | $21M | — | — |
| ACN - Accenture Ireland · CLASS A | 0.15% | Hold | 159,400 | $124.44 | $20M | — | — |
| CMCSA - Comcast · CL A | 0.15% | Reduce −16.6% | 802,074 | $24.55 | $20M | −159,806 | −$8M |
| HXL - Hexcel | 0.14% | Hold | 189,000 | $100.06 | $19M | — | — |
| NKE - NIKE · CL B | 0.14% | Hold | 447,400 | $41.05 | $18M | — | — |
| COF - Capital One Finl | 0.14% | Hold | 91,000 | $200.62 | $18M | — | — |
| BK - Bank New York Mellon | 0.14% | Hold | 124,500 | $144.61 | $18M | — | — |
| CARR - Carrier Global | 0.13% | Hold | 235,000 | $73.35 | $17M | — | — |
| WFC - Wells Fargo & | 0.13% | Hold | 204,450 | $82.64 | $17M | — | — |
| SEIC - Sei Invts | 0.12% | Hold | 173,200 | $87.71 | $15M | — | — |
| PAYX - Paychex | 0.11% | Hold | 150,000 | $98.33 | $15M | — | — |
| HSY - Hershey | 0.10% | Hold | 75,000 | $175.45 | $13M | — | — |
| PEP - Pepsico | 0.10% | Hold | 96,210 | $135.40 | $13M | — | — |
| BF.B - Brown Forman · CL B | 0.10% | Hold | 474,187 | $26.65 | $13M | — | — |
| SPOT - Spotify Technology S A | 0.09% | Hold | 25,900 | $459.13 | $12M | — | — |
| SHOP - Shopify · CL A | 0.09% | Hold | 102,750 | $114.18 | $12M | — | — |
| EFX - Equifax | 0.09% | Hold | 72,850 | $158.72 | $12M | — | — |
| CME - CME Group | 0.08% | Hold | 49,750 | $220.83 | $11M | — | — |
| CBOE - Cboe Global Mkts | 0.08% | Hold | 43,700 | $242.67 | $11M | — | — |
| UBER - UBER Technologies | 0.08% | Hold | 142,500 | $72.16 | $10M | — | — |
| OTIS - Otis Worldwide | 0.07% | Add +16.6% | 133,620 | $71.60 | $10M | +19,000 | +$732K |
| IQV - IQVIA | 0.07% | Hold | 46,900 | $193.22 | $9M | — | — |
| HII - Huntington Ingalls Inds | 0.06% | Hold | 27,500 | $279.89 | $8M | — | — |
| XOM - Exxon Mobil | 0.06% | Add +19.4% | 56,100 | $136.72 | $8M | +9,100 | −$304K |
| NSP - Insperity | 0.06% | Hold | 181,336 | $41.31 | $7M | — | — |
| KMX - Carmax | 0.05% | Hold | 136,500 | $52.89 | $7M | — | — |
| SONY - SONY Group | 0.05% | Hold | 335,000 | $20.06 | $7M | — | — |
| CNI - Canadian Natl Ry | 0.05% | Hold | 53,500 | $119.24 | $6M | — | — |
| CP - Canadian Pacific | 0.05% | Add +22.7% | 73,000 | $86.65 | $6M | +13,500 | +$2M |
| GHC - Graham · CL B | 0.05% | Hold | 5,200 | $1,141 | $6M | — | — |
| EMN - Eastman Chem | 0.04% | Hold | 74,950 | $66.98 | $5M | — | — |
| ZTS - Zoetis · CL A | 0.04% | New | 66,195 | $71.86 | $5M | +66,195 | +$5M |
| BC - Brunswick | 0.03% | Hold | 51,250 | $84.24 | $4M | — | — |
| WRB - Berkley W R | 0.03% | Hold | 60,750 | $70.53 | $4M | — | — |
| MGM - Mgm Resorts International | 0.03% | Hold | 87,500 | $47.81 | $4M | — | — |
| AYI - Acuity | 0.03% | Hold | 9,750 | $376.66 | $4M | — | — |
| ICE - Intercontinental Exchange | 0.03% | Hold | 28,870 | $123.11 | $4M | — | — |
| EXP - Eagle Matls | 0.03% | Hold | 14,750 | $225.00 | $3M | — | — |
| WY - Weyerhaeuser | 0.02% | Add +585.7% | 120,000 | $23.94 | $3M | +102,500 | +$2M |
| NFLX - Netflix | 0.02% | New | 40,000 | $71.40 | $3M | +40,000 | +$3M |
| SYY - Sysco | 0.02% | Hold | 30,500 | $83.58 | $3M | — | — |
| DPZ - Dominos Pizza | 0.01% | Hold | 5,500 | $296.04 | $2M | — | — |
| BRO - Brown & Brown | 0.01% | Hold | 14,000 | $64.15 | $898K | — | — |
Showing top 50 of 129 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| SMG - Scotts Miracle-Gro · CL A | 0.09% | Exit | 0 | $60.81 | $10M | −168,000 | −$10M |
| UNH - Unitedhealth Group | 0.04% | Exit | 0 | $270.59 | $5M | −18,700 | −$5M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 130 | $13.1B | +10.0% | 13F-HR | 7/31/2026 | 000109634326000065 |
| 2026 Q1 | 129 | $11.9B | −4.8% | 13F-HR | 5/1/2026 | 000109634326000044 |
| 2025 Q4 | 128 | $12.5B | +1.8% | 13F-HR | 2/6/2026 | 000109634326000011 |
| 2025 Q3 | 129 | $12.3B | +4.2% | 13F-HR | 10/31/2025 | 000162828025047842 |
| 2025 Q2 | 137 | $11.8B | +5.0% | 13F-HR | 8/1/2025 | 000109634325000124 |
| 2025 Q1 | 135 | $11.3B | −0.7% | 13F-HR | 5/2/2025 | 000109634325000062 |
| 2024 Q4 | 132 | $11.3B | +2.1% | 13F-HR | 2/7/2025 | 000109634325000011 |
| 2024 Q3 | 132 | $11.1B | +9.3% | 13F-HR | 11/1/2024 | 000109634324000124 |
| 2024 Q2 | 134 | $10.2B | +0.3% | 13F-HR | 8/2/2024 | 000109634324000109 |
| 2024 Q1 | 132 | $10.1B | +10.2% | 13F-HR | 5/3/2024 | 000109634324000058 |
| 2023 Q4 | 128 | $9.2B | +11.0% | 13F-HR | 2/2/2024 | 000095012324000655 |
| 2023 Q3 | 133 | $8.3B | −1.4% | 13F-HR | 11/3/2023 | 000095012323009387 |
| 2023 Q2 | 131 | $8.4B | +6.9% | 13F-HR | 8/4/2023 | 000095012323006704 |
| 2023 Q1 | 131 | $7.9B | +5.4% | 13F-HR | 4/28/2023 | 000095012323003485 |
| 2022 Q4 | 134 | $7.5B | +10.1% | 13F-HR | 2/3/2023 | 000095012323000745 |
| 2022 Q3 | 131 | $6.8B | −3.1% | 13F-HR | 11/4/2022 | 000095012322010875 |
| 2022 Q2 | 131 | $7B | −16.7% | 13F-HR | 8/5/2022 | 000095012322007858 |
| 2022 Q1 | 2 | $34M | — | new holds | 6/13/2022 | 000095012322006857 |
| 2022 Q1 | 124 | $8.4B | −3.4% | 13F-HR | 4/29/2022 | 000095012322004384 |
| 2021 Q4 | 2 | $45M | — | new holds | 6/13/2022 | 000095012322006858 |
| 2021 Q4 | 118 | $8.7B | +9.9% | 13F-HR | 2/4/2022 | 000095012322001021 |
| 2021 Q3 | 125 | $7.9B | — | 13F-HR | 11/5/2021 | 000095012321014078 |
About
Markel Group Inc.
22 processed 13Fs on this site · 2021 Q3–2026 Q2