Markel Group Inc. Thomas Gayner
Glen Allen, VA 23 processed 13Fs on this site, 2021 Q3 to 2026 Q3
- $12.8B
- 145 holdings
- 2026 Q3
- −2.2% QoQ
- Top 5 28.1%
AUM over time
Book
| BN, Brookfield Corporation | Hold | 8,715,741 | $53.51 | $466M | |
| BRK.A, Berkshire Hathaway Class A | Hold | 1,114 | $411,380 | $458M | |
| BRK.B, Berkshire Hathaway Class B | Hold | 1,531,971 | $272.94 | $418M | |
| GOOG, Alphabet Class C | Hold | 137,493 | $2,665 | $366M | |
| AMZN, Amazon | Hold | 98,518 | $3,285 | $324M | |
| DIS, Disney | Hold | 1,864,165 | $169.17 | $315M | |
| HD, Home Depot | Hold | 920,000 | $328.26 | $302M | |
| DEO, Diageo | Hold | 1,350,208 | $193.00 | $261M | |
| DE, Deere | Hold | 755,800 | $335.07 | $253M | |
| V, Visa | Hold | 958,040 | $222.75 | $213M | |
| BLK, BlackRock | Hold | 220,200 | $838.66 | $185M | |
| ADI, Analog Devices | Hold | 1,057,421 | $167.48 | $177M | |
| AAPL, Apple | Hold | 1,198,540 | $141.50 | $170M | |
| BX, Blackstone | Hold | 1,229,000 | $116.34 | $143M | |
| TXN, Texas Instruments | Hold | 724,000 | $192.21 | $139M | |
| MSFT, Microsoft | Hold | 479,980 | $281.92 | $135M | |
| GS, Goldman Sachs | Hold | 343,860 | $378.03 | $130M | |
| RLI, RLI Corp | Hold | 1,197,272 | $100.27 | $120M | |
| LOW, Lowe's | Hold | 588,980 | $202.86 | $119M | |
| WSO, Watsco | Hold | 414,250 | $264.62 | $110M | |
| NVO, Novo Nordisk | Hold | 1,075,000 | $96.01 | $103M | |
| JNJ, Johnson & Johnson | Hold | 610,800 | $161.50 | $99M | |
| MMC, Marsh McLennan | Hold | 609,500 | $151.43 | $92M | |
| ADM, Archer Daniels Midla | Hold | 1,463,300 | $60.01 | $88M | |
| KKR | Hold | 1,416,300 | $60.88 | $86M | |
| MSCI | Hold | 137,000 | $608.34 | $83M | |
| AXP, American Express | Hold | 484,250 | $167.53 | $81M | |
| SCHW, Charles Schwab | Hold | 1,095,300 | $72.84 | $80M | |
| GD, General Dynamics | Hold | 387,000 | $196.03 | $76M | |
| MCO, Moody's | Hold | 211,240 | $355.11 | $75M | |
| MA, Mastercard | Hold | 207,540 | $347.68 | $72M | |
| ITW, Illinois Tool Works | Hold | 327,500 | $206.63 | $68M | |
| ECL, Ecolab | Hold | 309,300 | $208.62 | $65M | |
| PGR, Progressive | Hold | 702,500 | $90.39 | $63M | |
| SPGI, S&P Global | Hold | 148,540 | $424.89 | $63M | |
| APO, Apollo Global Management | Hold | 1,012,500 | $61.59 | $62M | |
| TROW, T. Rowe Price | Hold | 314,000 | $196.70 | $62M | |
| CG, Carlyle Group | Hold | 1,235,000 | $47.28 | $58M | |
| SBUX, Starbucks | Hold | 528,318 | $110.31 | $58M | |
| WHR, Whirlpool | Hold | 280,949 | $203.86 | $57M | |
| CAT, Caterpillar | Hold | 287,500 | $191.97 | $55M | |
| NSC, Norfolk Southern | Hold | 229,500 | $239.25 | $55M | |
| NKE, Nike | Hold | 366,000 | $145.23 | $53M | |
| BF.A, Brown-Forman Class A | Hold | 843,000 | $62.67 | $53M | |
| Colfax | Hold | 1,135,070 | $45.90 | $52M | |
| ACN, Accenture | Hold | 159,400 | $319.92 | $51M | |
| META, Meta Platforms | Hold | 147,803 | $339.39 | $50M | |
| FDS, FactSet | Hold | 116,720 | $394.78 | $46M | |
| NVR | Hold | 9,539 | $4,794 | $46M | |
| REGN, Regeneron | Hold | 74,300 | $605.18 | $45M | |
| ROL, Rollins | Hold | 1,243,275 | $35.33 | $44M | |
| ROK, Rockwell Automation | Hold | 147,900 | $294.04 | $43M | |
| MMM, 3M | Hold | 247,200 | $175.42 | $43M | |
| HEI, Heico | Hold | 343,144 | $118.43 | $41M | |
| Stericycle | Hold | 593,700 | $67.97 | $40M | |
| MHK, Mohawk Industries | Hold | 221,000 | $177.40 | $39M | |
| ITIC, Investors Title | Hold | 213,300 | $182.60 | $39M | |
| JPM, JPMorgan Chase | Hold | 216,550 | $163.69 | $35M | |
| LBRDA, Liberty Broadband Series A | Hold | 205,250 | $168.35 | $35M | |
| GOOGL, Alphabet Class A | Hold | 12,500 | $2,674 | $33M | |
| BF.B, Brown-Forman Class B | Hold | 474,187 | $67.01 | $32M | |
| EFX, Equifax | Hold | 122,100 | $253.42 | $31M | |
| LBRDA, Liberty Broadband Series C | Hold | 172,113 | $172.70 | $30M | |
| TSN, Tyson Foods | Hold | 376,500 | $78.94 | $30M | |
| CMCSA, Comcast | Hold | 528,280 | $55.93 | $30M | |
| CVS, CVS Health | Hold | 332,000 | $84.86 | $28M | |
| LIN, Linde | Hold | 94,400 | $293.38 | $28M | |
| SHW, Sherwin-Williams | Hold | 94,172 | $279.73 | $26M | |
| Activision Blizzard | Hold | 335,600 | $77.39 | $26M | |
| SEIC, Sei Investments | Hold | 431,200 | $59.30 | $26M | |
| Liberty Media | Hold | 522,000 | $47.47 | $25M | |
| HCSG, Healthcare Services Grou | Hold | 843,500 | $24.99 | $21M | |
| Liberty Media | Hold | 426,000 | $47.17 | $20M | |
| RTX | Hold | 224,000 | $85.96 | $19M | |
| CSCO, Cisco | Hold | 342,000 | $54.43 | $19M | |
| BK, BNY | Hold | 357,750 | $51.84 | $19M | |
| COST, Costco | Hold | 39,150 | $449.37 | $18M | |
| PAYX, Paychex | Hold | 150,000 | $112.45 | $17M | |
| UNP, Union Pacific | Hold | 85,778 | $196.02 | $17M | |
| ALB, Albemarle | Hold | 76,000 | $218.97 | $17M | |
| VRSK, Verisk | Hold | 74,000 | $200.27 | $15M | |
| AON, Aon | Hold | 51,600 | $285.78 | $15M | |
| PEP, PepsiCo | Hold | 96,210 | $150.41 | $14M | |
| AMT, American Tower | Hold | 51,910 | $265.40 | $14M | |
| CARR, Carrier Global | Hold | 230,500 | $51.76 | $12M | |
| CCK, Crown | Hold | 116,000 | $100.78 | $12M | |
| HXL, Hexcel | Hold | 189,000 | $59.39 | $11M | |
| IFF, International Flavors & Fragrances | Hold | 81,500 | $133.72 | $11M | |
| PM, Philip Morris International | Hold | 114,500 | $94.79 | $11M | |
| TRU, Transunion | Hold | 94,500 | $112.31 | $11M | |
| TRUP, Trupanion | Hold | 133,400 | $77.67 | $10M | |
| OTIS, Otis Worldwide | Hold | 114,620 | $82.28 | $9.4M | |
| CABO, Cable One | Hold | 5,200 | $1,813 | $9.4M | |
| WFC, Wells Fargo | Hold | 195,450 | $46.41 | $9.1M | |
| MCHP, Microchip Technology | Hold | 56,000 | $153.48 | $8.6M | |
| TPL, Texas Pacific Land | Hold | 6,900 | $1,209 | $8.3M | |
| DG, Dollar General | Hold | 37,250 | $212.13 | $7.9M | |
| LBTYA, Liberty Global | Hold | 179,000 | $29.80 | $5.3M | |
| MRVL, Marvell Technology | Hold | 69,000 | $60.30 | $4.2M | |
| BALL, BALL Corp | Hold | 46,000 | $89.98 | $4.1M | |
| MTSI, Macom Tech Solutions | Hold | 59,000 | $64.86 | $3.8M | |
| BN, Brookfield Corporation | Hold | 60,101 | $55.56 | $3.3M | |
| GHC, Graham | Hold | 5,200 | $589.23 | $3.1M | |
| Alleghany Corporation MD | Hold | 4,328 | $624.31 | $2.7M | |
| LMT, Lockheed Martin | Hold | 7,313 | $345.14 | $2.5M | |
| SHAK, Shake Shack | Hold | 30,600 | $78.43 | $2.4M | |
| WRB, Berkley | Hold | 27,000 | $73.19 | $2M | |
| O-I Glass | Hold | 120,000 | $14.27 | $1.7M | |
| ILMN, Illumina | Hold | 4,000 | $405.50 | $1.6M | |
| EMN, Eastman Chemical | Hold | 16,050 | $100.75 | $1.6M | |
| C, Citigroup | Hold | 21,020 | $70.22 | $1.5M | |
| DHI, D.R. Horton | Hold | 13,999 | $83.93 | $1.2M | |
| INTU, Intuit | Hold | 2,040 | $539.71 | $1.1M | |
| LEN.B, Lennar | Hold | 13,000 | $77.62 | $1M | |
| LAMR, Lamar Advertising | Hold | 8,500 | $113.41 | $964K | |
| CE, Celanese | Hold | 4,800 | $150.62 | $723K | |
| ALL, Allstate | Hold | 5,500 | $127.27 | $700K | |
| Hold | 10,500 | $60.38 | $634K | ||
| MTCH, Match Group | Hold | 3,560 | $157.02 | $559K | |
| PYPL, PayPal | Hold | 1,830 | $260.11 | $476K | |
| CRM, Salesforce | Hold | 1,753 | $270.96 | $475K | |
| ICE, Intercontinental Exchange | Hold | 4,120 | $114.81 | $473K | |
| ROP, Roper Technologies | Hold | 820 | $446.34 | $366K | |
| IAC, IAC Interactivecorp | Hold | 2,454 | $130.40 | $320K | |
| SPOT, Spotify | Hold | 960 | $225.00 | $216K |
Showing top 50 of 125 by value
Filings history
21 periods, with AUM normalized
| Period | Holds | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q3 | 145 | $12.8B | −2.2% | 13F-HR | 10/30/2026 | 000109634326000085 |
| 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.
23 processed 13Fs on this site, 2021 Q3 to 2026 Q3