Markel Group Inc. activity
Every position Thomas Gayner opened, added to, trimmed or closed between 2026 Q2 and 2026 Q3.
New
17
Add
27
Reduce
8
Exit
2
54 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| XOM | New | 0% to 0.08% | $9.8M | Q2→Q3 |
| Mobility Global | New | 0% to 0.02% | $2M | Q2→Q3 |
| ZBRA | New | 0% to 0.02% | $2.4M | Q2→Q3 |
| Chiron Real Estate | New | 0% to 0.01% | $752K | Q2→Q3 |
| Silicon Laboratories | New | 0% to 0.01% | $1.8M | Q2→Q3 |
| SITE | New | 0% to 0.01% | $719K | Q2→Q3 |
| TOST | New | 0% to 0.01% | $783K | Q2→Q3 |
| TYL | New | 0% to 0.01% | $1.7M | Q2→Q3 |
| VVV | New | 0% to 0.01% | $1M | Q2→Q3 |
| Vista Gold | New | 0% to 0.01% | $1.7M | Q2→Q3 |
| Watts Water Technolog… | New | 0% to 0.01% | $1.2M | Q2→Q3 |
| WSC | New | 0% to 0.01% | $1.5M | Q2→Q3 |
| XPO | New | 0% to 0.01% | $1.5M | Q2→Q3 |
| Xpel | New | 0% to 0.01% | $922K | Q2→Q3 |
| XYL | New | 0% to 0.01% | $1.2M | Q2→Q3 |
| CPRT | New | 0% to <0.01% | $273K | Q2→Q3 |
| VMC | New | 0% to <0.01% | $234K | Q2→Q3 |
| XOM | Exit | 0.06% to 0% | $7.7M | Q2→Q3 |
| BRO | Exit | 0.01% to 0% | $898K | Q2→Q3 |
| WSO | Add | 1.9% to 1.5% | +4.2% sh | Q2→Q3 |
| HD | Add | 2.5% to 2.1% | +1.0% sh | Q2→Q3 |
| FNV | Add | 1.2% to 1.5% | +1.7% sh | Q2→Q3 |
| ZTS | Add | 0.04% to 0.23% | +542.5% sh | Q2→Q3 |
| DIS | Add | 1.5% to 1.7% | +0.4% sh | Q2→Q3 |
| LOW | Add | 1.3% to 1.1% | +1.3% sh | Q2→Q3 |
| LPLA | Add | 1.2% to 1.4% | +1.1% sh | Q2→Q3 |
| ROL | Add | 0.48% to 0.37% | +4.3% sh | Q2→Q3 |
| TMO | Add | 0.28% to 0.39% | +1.4% sh | Q2→Q3 |
| NVR | Add | 0.63% to 0.58% | +0.6% sh | Q2→Q3 |
| LIN | Add | 0.85% to 0.82% | +2.3% sh | Q2→Q3 |
| CARR | Add | 0.13% to 0.10% | +2.1% sh | Q2→Q3 |
| HCA | Add | 0.25% to 0.28% | +0.7% sh | Q2→Q3 |
| RLI | Add | 1.1% to 1.0% | +1.1% sh | Q2→Q3 |
| MELI | Add | 0.31% to 0.33% | +0.8% sh | Q2→Q3 |
| UNP | Add | 0.33% to 0.35% | +3.1% sh | Q2→Q3 |
| EPD | Add | 0.16% to 0.17% | +7.6% sh | Q2→Q3 |
| FERG | Add | 0.33% to 0.32% | +2.2% sh | Q2→Q3 |
| NFLX | Add | 0.02% to 0.04% | +68.8% sh | Q2→Q3 |
| URI | Add | 0.56% to 0.56% | +0.9% sh | Q2→Q3 |
| UFPI | Add | <0.01% to 0.01% | +250.0% sh | Q2→Q3 |
| WY | Add | 0.02% to 0.03% | +68.3% sh | Q2→Q3 |
| APD | Add | 0.20% to 0.20% | +4.8% sh | Q2→Q3 |
| CSX | Add | 0.21% to 0.22% | +2.2% sh | Q2→Q3 |
| CP | Add | 0.05% to 0.05% | +8.9% sh | Q2→Q3 |
| MAR | Add | 0.28% to 0.28% | +0.3% sh | Q2→Q3 |
| OTIS | Add | 0.07% to 0.07% | +9.0% sh | Q2→Q3 |
| DE | Reduce | 4.2% to 4.5% | −1.9% sh | Q2→Q3 |
| META | Reduce | 1.0% to 1.2% | −10.7% sh | Q2→Q3 |
| ABNB | Reduce | 0.26% to 0.09% | −69.7% sh | Q2→Q3 |
| GOOGL | Reduce | 1.6% to 1.4% | −9.1% sh | Q2→Q3 |
| YUM | Reduce | 0.30% to 0.15% | −42.1% sh | Q2→Q3 |
| CMCSA | Reduce | 0.15% to 0.05% | −64.1% sh | Q2→Q3 |
| COST | Reduce | 0.28% to 0.24% | −13.8% sh | Q2→Q3 |
| BAM | Reduce | 0.75% to 0.75% | −0.9% sh | Q2→Q3 |