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 | 6.05% | Hold | 8,715,741 | $60.38 | $526M | — | — |
| BRK.A - Berkshire Hathaway · CL A | 5.78% | Hold | 1,114 | $450,662 | $502M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 5.27% | Hold | 1,531,971 | $299.00 | $458M | — | — |
| GOOG - Alphabet · CL C | 4.58% | Hold | 137,493 | $2,894 | $398M | — | — |
| HD - Home Depot | 4.39% | Hold | 920,000 | $415.01 | $382M | — | — |
| AMZN - Amazon | 3.78% | Hold | 98,518 | $3,334 | $328M | — | — |
| DEO - Diageo | 3.42% | Hold | 1,350,208 | $220.14 | $297M | — | — |
| DIS - Disney Walt | 3.35% | Add +0.9% | 1,880,165 | $154.89 | $291M | +16,000 | −$24M |
| DE - Deere | 2.98% | Hold | 755,800 | $342.89 | $259M | — | — |
| AAPL - Apple | 2.45% | Hold | 1,198,540 | $177.57 | $213M | — | — |
| V - VISA · CL A | 2.39% | Hold | 958,040 | $216.71 | $208M | — | — |
| BLK - Blackrock | 2.32% | Hold | 220,200 | $915.56 | $202M | — | — |
| ADI - Analog Devices | 2.15% | Add +0.5% | 1,062,671 | $175.77 | $187M | +5,250 | +$10M |
| MSFT - Microsoft | 1.86% | Hold | 479,980 | $336.32 | $161M | — | — |
| BX - Blackstone | 1.83% | Hold | 1,229,000 | $129.39 | $159M | — | — |
| LOW - Lowes Cos | 1.75% | Hold | 588,980 | $258.48 | $152M | — | — |
| TXN - Texas Instrs | 1.57% | Hold | 724,000 | $188.47 | $136M | — | — |
| RLI - RLI Corp | 1.54% | Hold | 1,197,272 | $112.10 | $134M | — | — |
| GS - Goldman Sachs Group | 1.51% | Hold | 343,860 | $382.55 | $132M | — | — |
| WSO - Watsco | 1.51% | Add +1.1% | 418,750 | $312.88 | $131M | +4,500 | +$21M |
| NVO - Novo-Nordisk A S | 1.39% | Hold | 1,075,000 | $112.00 | $120M | — | — |
| MMC - Marsh & Mclennan Cos | 1.22% | Hold | 609,500 | $173.82 | $106M | — | — |
| KKR — | 1.21% | Add +0.1% | 1,417,300 | $74.50 | $106M | +1,000 | +$19M |
| JNJ - Johnson & Johnson | 1.20% | Hold | 610,800 | $171.07 | $104M | — | — |
| ADM - Archer Daniels Midla | 1.14% | Hold | 1,463,300 | $67.59 | $99M | — | — |
| SCHW - Schwab Charles | 1.06% | Hold | 1,095,300 | $84.10 | $92M | — | — |
| MSCI - MSCI Inc | 0.97% | Hold | 137,000 | $612.69 | $84M | — | — |
| MCO - Moodys | 0.95% | Hold | 211,240 | $390.58 | $83M | — | — |
| ITW - Illinois Tool Wks In | 0.93% | Hold | 327,500 | $246.80 | $81M | — | — |
| GD - General Dynamics Cor | 0.93% | Hold | 387,000 | $208.47 | $81M | — | — |
| AXP - American Express | 0.91% | Hold | 484,250 | $163.60 | $79M | — | — |
| MA - Mastercard Incorpora · CL A | 0.86% | Hold | 207,540 | $359.32 | $75M | — | — |
| PGR - Progressive | 0.85% | Add +2.6% | 721,000 | $102.65 | $74M | +18,500 | +$11M |
| APO - Apollo Global Mgmt I · CL A | 0.84% | Hold | 1,012,500 | $72.43 | $73M | — | — |
| ECL - Ecolab | 0.83% | Hold | 309,300 | $234.59 | $73M | — | — |
| SPGI - S&P Global | 0.81% | Hold | 148,540 | $471.93 | $70M | — | — |
| NSC - Norfolk Southn | 0.79% | Hold | 229,500 | $297.71 | $68M | — | — |
| CG - Carlyle Group | 0.78% | Add +0.2% | 1,237,000 | $54.90 | $68M | +2,000 | +$10M |
| WHR - Whirlpool | 0.76% | Add +0.4% | 282,049 | $234.66 | $66M | +1,100 | +$9M |
| ACN - Accenture Irelan · CLASS A | 0.76% | Hold | 159,400 | $414.55 | $66M | — | — |
| SBUX - Starbucks | 0.71% | Hold | 528,318 | $116.97 | $62M | — | — |
| TROW - T. Rowe Price | 0.71% | Hold | 314,000 | $196.64 | $62M | — | — |
| NKE - NIKE · CL B | 0.70% | Hold | 366,000 | $166.67 | $61M | — | — |
| CAT - Caterpillar | 0.68% | Hold | 287,500 | $206.74 | $59M | — | — |
| BF.A — · CL A | 0.66% | Hold | 843,000 | $67.79 | $57M | — | — |
| FDS - Factset Resh Sys | 0.65% | Hold | 116,720 | $486.01 | $57M | — | — |
| NVR - NVR Inc | 0.65% | Hold | 9,539 | $5,909 | $56M | — | — |
| ROK - Rockwell Automation | 0.61% | Add +2.0% | 150,900 | $348.85 | $53M | +3,000 | +$9M |
| Colfax | 0.60% | Hold | 1,135,070 | $45.97 | $52M | — | — |
| REGN - Regeneron Pharmaceut | 0.58% | Add +6.7% | 79,300 | $631.53 | $50M | +5,000 | +$5M |
| META - Meta Platforms · CL A | 0.57% | Hold | 147,803 | $336.35 | $50M | — | — |
| MMM - 3M | 0.52% | Add +2.4% | 253,200 | $177.63 | $45M | +6,000 | +$2M |
| HEI - Heico · CL A | 0.51% | Hold | 343,144 | $128.52 | $44M | — | — |
| ROL - Rollins | 0.49% | Hold | 1,243,275 | $34.21 | $43M | — | — |
| ITIC - Investors Title N | 0.48% | Hold | 213,300 | $197.15 | $42M | — | — |
| MHK - Mohawk Inds | 0.46% | Hold | 221,000 | $182.18 | $40M | — | — |
| GOOGL - Alphabet · CL A | 0.44% | Add +6.0% | 13,250 | $2,897 | $38M | +750 | +$5M |
| EFX - Equifax | 0.41% | Hold | 122,100 | $292.79 | $36M | — | — |
| Stericycle | 0.41% | Hold | 593,700 | $59.64 | $35M | — | — |
| BF.B - Brown Forman · CL B | 0.40% | Hold | 474,187 | $72.86 | $35M | — | — |
| JPM - Jpmorgan Chase & | 0.39% | Hold | 216,550 | $158.35 | $34M | — | — |
| CVS - Cvs Health | 0.39% | Hold | 332,000 | $103.16 | $34M | — | — |
| SHW - Sherwin Williams | 0.38% | Hold | 94,172 | $352.16 | $33M | — | — |
| LBRDA - Liberty Broadband | 0.38% | Hold | 205,250 | $160.90 | $33M | — | — |
| TSN - Tyson Foods · CL A | 0.38% | Hold | 376,500 | $87.16 | $33M | — | — |
| LIN - Linde | 0.38% | Hold | 94,400 | $346.43 | $33M | — | — |
| Activision Blizzard | 0.35% | Add +35.2% | 453,600 | $66.53 | $30M | +118,000 | +$4M |
| LBRDA - Liberty Broadband | 0.32% | Hold | 172,113 | $161.10 | $28M | — | — |
| CMCSA - Comcast · CL A | 0.31% | Add +0.8% | 532,280 | $50.33 | $27M | +4,000 | −$3M |
| Liberty Media D | 0.31% | Hold | 522,000 | $50.85 | $27M | — | — |
| SEIC - Sei Invts | 0.30% | Hold | 431,200 | $60.94 | $26M | — | — |
| COST - Costco Whsl | 0.26% | Hold | 39,150 | $567.69 | $22M | — | — |
| CSCO - Cisco Sys | 0.25% | Hold | 342,000 | $63.37 | $22M | — | — |
| Liberty Media D | 0.25% | Hold | 426,000 | $50.85 | $22M | — | — |
| UNP - Union Pac | 0.25% | Hold | 85,778 | $251.93 | $22M | — | — |
| BK - Bank New York Mellon | 0.24% | Hold | 357,750 | $58.08 | $21M | — | — |
| PAYX - Paychex | 0.24% | Hold | 150,000 | $136.50 | $20M | — | — |
| HCSG - Healthcare Svcs Grou | 0.23% | Add +33.8% | 1,128,500 | $17.79 | $20M | +285,000 | −$1M |
| RTX - Raytheon Technologie | 0.22% | Hold | 224,000 | $86.06 | $19M | — | — |
| ALB - Albemarle | 0.20% | Hold | 76,000 | $233.78 | $18M | — | — |
| TRUP - Trupanion | 0.20% | Hold | 133,400 | $132.03 | $18M | — | — |
| AON - AON PLC · CL A | 0.20% | Add +12.6% | 58,100 | $300.57 | $17M | +6,500 | +$3M |
| VRSK - Verisk Analytics | 0.19% | Hold | 74,000 | $228.73 | $17M | — | — |
| PEP - Pepsico | 0.19% | Hold | 96,210 | $173.71 | $17M | — | — |
| DG - Dollar Gen | 0.19% | Add +87.2% | 69,750 | $235.83 | $16M | +32,500 | +$9M |
| AMT - American Tower | 0.17% | Hold | 51,910 | $292.51 | $15M | — | — |
| CCK - Crown | 0.15% | Hold | 116,000 | $110.62 | $13M | — | — |
| CARR - Carrier Global Corpo | 0.15% | Add +2.0% | 235,000 | $54.24 | $13M | +4,500 | +$816K |
| TRU - Transunion | 0.13% | Hold | 94,500 | $118.58 | $11M | — | — |
| PM - Philip Morris Intl I | 0.13% | Hold | 114,500 | $95.00 | $11M | — | — |
| OTIS - Otis Worldwide | 0.11% | Hold | 114,620 | $87.07 | $10M | — | — |
| TPL - Texas Pacific Land C | 0.11% | Add +14.5% | 7,900 | $1,249 | $10M | +1,000 | +$2M |
| HXL - Hexcel | 0.11% | Hold | 189,000 | $51.80 | $10M | — | — |
| MCHP - Microchip Technology | 0.11% | Add +100.0% | 112,000 | $87.06 | $10M | +56,000 | +$1M |
| WFC - Wells Fargo | 0.11% | Hold | 195,450 | $47.98 | $9M | — | — |
| CABO - Cable One | 0.11% | Hold | 5,200 | $1,763 | $9M | — | — |
| MRVL - Marvell Technology I | 0.07% | Hold | 69,000 | $87.49 | $6M | — | — |
| LBTYA - Liberty Global · CL A | 0.06% | Hold | 179,000 | $27.74 | $5M | — | — |
| ALL - Allstate | 0.05% | Add +623.6% | 39,800 | $117.64 | $5M | +34,300 | +$4M |
| MTSI - Macom Tech Solutions | 0.05% | Hold | 59,000 | $78.31 | $5M | — | — |
| FDX - Fedex | 0.05% | New | 17,500 | $258.63 | $5M | +17,500 | +$5M |
| BALL - BALL Corp | 0.05% | Hold | 46,000 | $96.26 | $4M | — | — |
| BN - Brookfield Asset Mgm · CL A | 0.04% | Hold | 60,101 | $62.63 | $4M | — | — |
| IFF - International Flavors & Fragrances | 0.04% | Reduce −71.8% | 23,000 | $150.65 | $3M | −58,500 | −$7M |
| GHC - Graham · CL B | 0.04% | Hold | 5,200 | $629.81 | $3M | — | — |
| LMT - Lockheed Martin | 0.04% | Add +24.6% | 9,113 | $355.43 | $3M | +1,800 | +$715K |
| Alleghany Md | 0.03% | Hold | 4,328 | $667.51 | $3M | — | — |
| O-I Glass | 0.03% | Add +100.0% | 240,000 | $12.03 | $3M | +120,000 | +$1M |
| WRB - Berkley W R | 0.03% | Hold | 27,000 | $82.41 | $2M | — | — |
| SHAK - Shake Shack · CL A | 0.03% | Hold | 30,600 | $72.16 | $2M | — | — |
| EMN - Eastman Chem | 0.02% | Add +8.7% | 17,450 | $120.92 | $2M | +1,400 | +$493K |
| INTU - Intuit | 0.02% | Add +33.3% | 2,720 | $643.38 | $2M | +680 | +$649K |
| LAMR - Lamar Advertising · CL A | 0.01% | Hold | 8,500 | $121.29 | $1M | — | — |
| CE - Celanese Del | 0.01% | Hold | 4,800 | $168.12 | $807K | — | — |
| ICE - Intercontinental Exc | 0.01% | Add +24.3% | 5,120 | $136.72 | $700K | +1,000 | +$227K |
| SPOT - Spotify Technology S | 0.01% | Add +202.1% | 2,900 | $234.14 | $679K | +1,940 | +$463K |
Showing top 50 of 116 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ILMN - Illumina | 0.02% | Exit | 0 | $405.50 | $2M | −4,000 | −$2M |
| C - Citigroup | 0.02% | Exit | 0 | $70.22 | $1M | −21,020 | −$1M |
| DHI - D.R. Horton | 0.01% | Exit | 0 | $83.93 | $1M | −13,999 | −$1M |
| LEN.B — · CL B | 0.01% | Exit | 0 | $77.62 | $1M | −13,000 | −$1M |
| 0.01% | Exit | 0 | $60.38 | $634K | −10,500 | −$634K | |
| MTCH - Match Group | 0.01% | Exit | 0 | $157.02 | $559K | −3,560 | −$559K |
| PYPL - Paypal | 0.01% | Exit | 0 | $260.11 | $476K | −1,830 | −$476K |
| CRM - Salesforce | 0.01% | Exit | 0 | $270.96 | $475K | −1,753 | −$475K |
| ROP - Roper Technologies I | — | Exit | 0 | $446.34 | $366K | −820 | −$366K |
| IAC - Iac Interactivecorp | — | Exit | 0 | $130.40 | $320K | −2,454 | −$320K |
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