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
Book
| BN - Brookfield Asset Mgm · CL A | 5.90% | Hold | 8,715,741 | $53.51 | $466M |
| BRK.A - Berkshire Hathaway · CL A | 5.79% | Hold | 1,114 | $411,380 | $458M |
| BRK.B - Berkshire Hathaway · CL B | 5.29% | Hold | 1,531,971 | $272.94 | $418M |
| GOOG - Alphabet · CL C | 4.63% | Hold | 137,493 | $2,665 | $366M |
| AMZN - Amazon | 4.09% | Hold | 98,518 | $3,285 | $324M |
| DIS - Disney Walt | 3.99% | Hold | 1,864,165 | $169.17 | $315M |
| HD - Home Depot | 3.82% | Hold | 920,000 | $328.26 | $302M |
| DEO - Diageo | 3.29% | Hold | 1,350,208 | $193.00 | $261M |
| DE - Deere | 3.20% | Hold | 755,800 | $335.07 | $253M |
| V - VISA · CL A | 2.70% | Hold | 958,040 | $222.75 | $213M |
| BLK - Blackrock | 2.33% | Hold | 220,200 | $838.66 | $185M |
| ADI - Analog Devices | 2.24% | Hold | 1,057,421 | $167.48 | $177M |
| AAPL - Apple | 2.14% | Hold | 1,198,540 | $141.50 | $170M |
| BX - Blackstone Group | 1.81% | Hold | 1,229,000 | $116.34 | $143M |
| TXN - Texas Instrs | 1.76% | Hold | 724,000 | $192.21 | $139M |
| MSFT - Microsoft | 1.71% | Hold | 479,980 | $281.92 | $135M |
| GS - Goldman Sachs Group | 1.64% | Hold | 343,860 | $378.03 | $130M |
| RLI - RLI Corp | 1.52% | Hold | 1,197,272 | $100.27 | $120M |
| LOW - Lowes Cos | 1.51% | Hold | 588,980 | $202.86 | $119M |
| WSO - Watsco | 1.39% | Hold | 414,250 | $264.62 | $110M |
| NVO - Novo-Nordisk A S | 1.30% | Hold | 1,075,000 | $96.01 | $103M |
| JNJ - Johnson & Johnson | 1.25% | Hold | 610,800 | $161.50 | $99M |
| MMC - Marsh & Mclennan Cos | 1.17% | Hold | 609,500 | $151.43 | $92M |
| ADM - Archer Daniels Midla | 1.11% | Hold | 1,463,300 | $60.01 | $88M |
| KKR — | 1.09% | Hold | 1,416,300 | $60.88 | $86M |
| MSCI - MSCI Inc | 1.05% | Hold | 137,000 | $608.34 | $83M |
| AXP - American Express | 1.03% | Hold | 484,250 | $167.53 | $81M |
| SCHW - Schwab Charles | 1.01% | Hold | 1,095,300 | $72.84 | $80M |
| GD - General Dynamics Cor | 0.96% | Hold | 387,000 | $196.03 | $76M |
| MCO - Moodys | 0.95% | Hold | 211,240 | $355.11 | $75M |
| MA - Mastercard Incorpora · CL A | 0.91% | Hold | 207,540 | $347.68 | $72M |
| ITW - Illinois Tool Wks In | 0.86% | Hold | 327,500 | $206.63 | $68M |
| ECL - Ecolab | 0.82% | Hold | 309,300 | $208.62 | $65M |
| PGR - Progressive | 0.80% | Hold | 702,500 | $90.39 | $63M |
| SPGI - S&P Global | 0.80% | Hold | 148,540 | $424.89 | $63M |
| APO - Apollo Global Mgmt I · CL A | 0.79% | Hold | 1,012,500 | $61.59 | $62M |
| TROW - T. Rowe Price | 0.78% | Hold | 314,000 | $196.70 | $62M |
| CG - Carlyle Group | 0.74% | Hold | 1,235,000 | $47.28 | $58M |
| SBUX - Starbucks | 0.74% | Hold | 528,318 | $110.31 | $58M |
| WHR - Whirlpool | 0.72% | Hold | 280,949 | $203.86 | $57M |
| CAT - Caterpillar | 0.70% | Hold | 287,500 | $191.97 | $55M |
| NSC - Norfolk Southn | 0.69% | Hold | 229,500 | $239.25 | $55M |
| NKE - NIKE · CL B | 0.67% | Hold | 366,000 | $145.23 | $53M |
| BF.A — · CL A | 0.67% | Hold | 843,000 | $62.67 | $53M |
| Colfax | 0.66% | Hold | 1,135,070 | $45.90 | $52M |
| ACN - Accenture Irelan · CLASS A | 0.64% | Hold | 159,400 | $319.92 | $51M |
| META - Meta Platforms · CL A | 0.63% | Hold | 147,803 | $339.39 | $50M |
| FDS - Factset Resh Sys | 0.58% | Hold | 116,720 | $394.78 | $46M |
| NVR - NVR Inc | 0.58% | Hold | 9,539 | $4,794 | $46M |
| REGN - Regeneron Pharmaceut | 0.57% | Hold | 74,300 | $605.18 | $45M |
| ROL - Rollins | 0.56% | Hold | 1,243,275 | $35.33 | $44M |
| ROK - Rockwell Automation | 0.55% | Hold | 147,900 | $294.04 | $43M |
| MMM - 3M | 0.55% | Hold | 247,200 | $175.42 | $43M |
| HEI - Heico · CL A | 0.51% | Hold | 343,144 | $118.43 | $41M |
| Stericycle | 0.51% | Hold | 593,700 | $67.97 | $40M |
| MHK - Mohawk Inds | 0.50% | Hold | 221,000 | $177.40 | $39M |
| ITIC - Investors Title N | 0.49% | Hold | 213,300 | $182.60 | $39M |
| JPM - Jpmorgan Chase & | 0.45% | Hold | 216,550 | $163.69 | $35M |
| LBRDA - Liberty Broadband | 0.44% | Hold | 205,250 | $168.35 | $35M |
| GOOGL - Alphabet · CL A | 0.42% | Hold | 12,500 | $2,674 | $33M |
| BF.B - Brown Forman · CL B | 0.40% | Hold | 474,187 | $67.01 | $32M |
| EFX - Equifax | 0.39% | Hold | 122,100 | $253.42 | $31M |
| LBRDA - Liberty Broadband | 0.38% | Hold | 172,113 | $172.70 | $30M |
| TSN - Tyson Foods · CL A | 0.38% | Hold | 376,500 | $78.94 | $30M |
| CMCSA - Comcast · CL A | 0.37% | Hold | 528,280 | $55.93 | $30M |
| CVS - Cvs Health | 0.36% | Hold | 332,000 | $84.86 | $28M |
| LIN - Linde | 0.35% | Hold | 94,400 | $293.38 | $28M |
| SHW - Sherwin Williams | 0.33% | Hold | 94,172 | $279.73 | $26M |
| Activision Blizzard | 0.33% | Hold | 335,600 | $77.39 | $26M |
| SEIC - Sei Invts | 0.32% | Hold | 431,200 | $59.30 | $26M |
| Liberty Media D | 0.31% | Hold | 522,000 | $47.47 | $25M |
| HCSG - Healthcare Svcs Grou | 0.27% | Hold | 843,500 | $24.99 | $21M |
| Liberty Media D | 0.25% | Hold | 426,000 | $47.17 | $20M |
| RTX - Raytheon Technologie | 0.24% | Hold | 224,000 | $85.96 | $19M |
| CSCO - Cisco Sys | 0.24% | Hold | 342,000 | $54.43 | $19M |
| BK - Bank New York Mellon | 0.23% | Hold | 357,750 | $51.84 | $19M |
| COST - Costco Whsl | 0.22% | Hold | 39,150 | $449.37 | $18M |
| PAYX - Paychex | 0.21% | Hold | 150,000 | $112.45 | $17M |
| UNP - Union Pac | 0.21% | Hold | 85,778 | $196.02 | $17M |
| ALB - Albemarle | 0.21% | Hold | 76,000 | $218.97 | $17M |
| VRSK - Verisk Analytics | 0.19% | Hold | 74,000 | $200.27 | $15M |
| AON - AON PLC · CL A | 0.19% | Hold | 51,600 | $285.78 | $15M |
| PEP - Pepsico | 0.18% | Hold | 96,210 | $150.41 | $14M |
| AMT - American Tower | 0.17% | Hold | 51,910 | $265.40 | $14M |
| CARR - Carrier Global Corpo | 0.15% | Hold | 230,500 | $51.76 | $12M |
| CCK - Crown | 0.15% | Hold | 116,000 | $100.78 | $12M |
| HXL - Hexcel | 0.14% | Hold | 189,000 | $59.39 | $11M |
| IFF - International Flavors & Fragrances | 0.14% | Hold | 81,500 | $133.72 | $11M |
| PM - Philip Morris Intl I | 0.14% | Hold | 114,500 | $94.79 | $11M |
| TRU - Transunion | 0.13% | Hold | 94,500 | $112.31 | $11M |
| TRUP - Trupanion | 0.13% | Hold | 133,400 | $77.67 | $10M |
| OTIS - Otis Worldwide | 0.12% | Hold | 114,620 | $82.28 | $9M |
| CABO - Cable One | 0.12% | Hold | 5,200 | $1,813 | $9M |
| WFC - Wells Fargo | 0.11% | Hold | 195,450 | $46.41 | $9M |
| MCHP - Microchip Technology | 0.11% | Hold | 56,000 | $153.48 | $9M |
| TPL - Texas Pacific Land C | 0.11% | Hold | 6,900 | $1,209 | $8M |
| DG - Dollar Gen | 0.10% | Hold | 37,250 | $212.13 | $8M |
| LBTYA - Liberty Global · CL A | 0.07% | Hold | 179,000 | $29.80 | $5M |
| MRVL - Marvell Technology I | 0.05% | Hold | 69,000 | $60.30 | $4M |
| BALL - BALL Corp | 0.05% | Hold | 46,000 | $89.98 | $4M |
| MTSI - Macom Tech Solutions | 0.05% | Hold | 59,000 | $64.86 | $4M |
| BN - Brookfield Asset Mgm · CL A | 0.04% | Hold | 60,101 | $55.56 | $3M |
| GHC - Graham · CL B | 0.04% | Hold | 5,200 | $589.23 | $3M |
| Alleghany Md | 0.03% | Hold | 4,328 | $624.31 | $3M |
| LMT - Lockheed Martin | 0.03% | Hold | 7,313 | $345.14 | $3M |
| SHAK - Shake Shack · CL A | 0.03% | Hold | 30,600 | $78.43 | $2M |
| WRB - Berkley W R | 0.02% | Hold | 27,000 | $73.19 | $2M |
| O-I Glass | 0.02% | Hold | 120,000 | $14.27 | $2M |
| ILMN - Illumina | 0.02% | Hold | 4,000 | $405.50 | $2M |
| EMN - Eastman Chem | 0.02% | Hold | 16,050 | $100.75 | $2M |
| C - Citigroup | 0.02% | Hold | 21,020 | $70.22 | $1M |
| DHI - D.R. Horton | 0.01% | Hold | 13,999 | $83.93 | $1M |
| INTU - Intuit | 0.01% | Hold | 2,040 | $539.71 | $1M |
| LEN.B — · CL B | 0.01% | Hold | 13,000 | $77.62 | $1M |
| LAMR - Lamar Advertising · CL A | 0.01% | Hold | 8,500 | $113.41 | $964K |
| CE - Celanese Del | 0.01% | Hold | 4,800 | $150.62 | $723K |
| ALL - Allstate | 0.01% | Hold | 5,500 | $127.27 | $700K |
| 0.01% | Hold | 10,500 | $60.38 | $634K | |
| MTCH - Match Group | 0.01% | Hold | 3,560 | $157.02 | $559K |
| PYPL - Paypal | 0.01% | Hold | 1,830 | $260.11 | $476K |
| CRM - Salesforce | 0.01% | Hold | 1,753 | $270.96 | $475K |
| ICE - Intercontinental Exc | 0.01% | Hold | 4,120 | $114.81 | $473K |
| ROP - Roper Technologies I | 0.00% | Hold | 820 | $446.34 | $366K |
| IAC - Iac Interactivecorp | 0.00% | Hold | 2,454 | $130.40 | $320K |
| SPOT - Spotify Technology S | 0.00% | Hold | 960 | $225.00 | $216K |
Showing top 50 of 125 by value
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