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
| BRK.A - Berkshire Hathaway · CL A | 7.02% | Hold | 1,114 | $528,921 | $589M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 6.44% | Hold | 1,531,971 | $352.91 | $541M | — | — |
| BN - Brookfield Asset Mgmt · CL A | 5.87% | Hold | 8,715,741 | $56.57 | $493M | — | — |
| GOOG - Alphabet · CL C | 4.57% | Hold | 137,493 | $2,793 | $384M | — | — |
| AMZN - Amazon | 3.85% | Add +0.6% | 99,068 | $3,260 | $323M | +550 | −$6M |
| DE - Deere | 3.74% | Hold | 755,800 | $415.46 | $314M | — | — |
| HD - Home Depot | 3.28% | Hold | 920,000 | $299.33 | $275M | — | — |
| DEO - Diageo | 3.27% | Hold | 1,350,208 | $203.14 | $274M | — | — |
| DIS - Disney Walt | 3.14% | Add +2.3% | 1,922,665 | $137.16 | $264M | +42,500 | −$28M |
| V - VISA · CL A | 2.54% | Add +0.3% | 961,105 | $221.77 | $213M | +3,065 | +$6M |
| AAPL - Apple | 2.51% | Add +0.7% | 1,206,990 | $174.61 | $211M | +8,450 | −$2M |
| ADI - Analog Devices | 2.12% | Add +1.4% | 1,077,821 | $165.18 | $178M | +15,150 | −$9M |
| BLK - Blackrock | 2.00% | Hold | 220,200 | $764.17 | $168M | — | — |
| BX - Blackstone | 1.86% | Hold | 1,229,000 | $126.94 | $156M | — | — |
| MSFT - Microsoft | 1.76% | Hold | 479,980 | $308.31 | $148M | — | — |
| TXN - Texas Instrs | 1.58% | Hold | 724,000 | $183.48 | $133M | — | — |
| RLI - RLI Corp | 1.58% | Hold | 1,197,272 | $110.63 | $132M | — | — |
| ADM - Archer Daniels Midland | 1.57% | Hold | 1,463,300 | $90.26 | $132M | — | — |
| WSO - Watsco | 1.52% | Hold | 418,750 | $304.64 | $128M | — | — |
| NVO - Novo-Nordisk A S | 1.42% | Hold | 1,075,000 | $111.05 | $119M | — | — |
| LOW - Lowes Cos | 1.42% | Hold | 588,980 | $202.19 | $119M | — | — |
| GS - Goldman Sachs Group | 1.35% | Hold | 343,860 | $330.10 | $114M | — | — |
| JNJ - Johnson & Johnson | 1.29% | Hold | 610,800 | $177.23 | $108M | — | — |
| MMC - Marsh & Mclennan Cos | 1.26% | Add +1.5% | 618,800 | $170.42 | $105M | +9,300 | −$487K |
| GD - General Dynamics | 1.12% | Add +0.9% | 390,500 | $241.18 | $94M | +3,500 | +$14M |
| SCHW - Schwab Charles | 1.10% | Hold | 1,095,300 | $84.31 | $92M | — | — |
| AXP - American Express | 1.08% | Hold | 484,250 | $187.00 | $91M | — | — |
| PGR - Progressive | 1.02% | Add +4.1% | 750,750 | $113.99 | $86M | +29,750 | +$12M |
| KKR — | 0.99% | Add +0.2% | 1,420,650 | $58.47 | $83M | +3,350 | −$23M |
| MA - Mastercard · CL A | 0.88% | Hold | 207,540 | $357.38 | $74M | — | — |
| MCO - Moodys | 0.86% | Add +0.8% | 212,990 | $337.41 | $72M | +1,750 | −$11M |
| MSCI - MSCI Inc | 0.85% | Add +3.4% | 141,700 | $502.88 | $71M | +4,700 | −$13M |
| ITW - Illinois Tool Wks | 0.82% | Hold | 327,500 | $209.40 | $69M | — | — |
| NSC - Norfolk Southn | 0.78% | Hold | 229,500 | $285.22 | $65M | — | — |
| CAT - Caterpillar | 0.76% | Hold | 287,500 | $222.82 | $64M | — | — |
| APO - Apollo Global Mgmt | 0.75% | New | 1,012,500 | $61.99 | $63M | +1,012,500 | +$63M |
| SPGI - S&P Global | 0.73% | Add +0.8% | 149,790 | $410.18 | $61M | +1,250 | −$9M |
| CG - Carlyle Group | 0.72% | Hold | 1,237,000 | $48.91 | $61M | — | — |
| REGN - Regeneron Pharmaceuticals | 0.67% | Add +1.3% | 80,300 | $698.42 | $56M | +1,000 | +$6M |
| ECL - Ecolab | 0.65% | Hold | 309,300 | $176.56 | $55M | — | — |
| ACN - Accenture Ireland · CLASS A | 0.64% | Hold | 159,400 | $337.23 | $54M | — | — |
| BF.A — · CL A | 0.63% | Hold | 843,000 | $62.74 | $53M | — | — |
| FDS - Factset Resh Sys | 0.60% | Hold | 116,720 | $434.15 | $51M | — | — |
| NKE - NIKE · CL B | 0.59% | Hold | 366,000 | $134.56 | $49M | — | — |
| WHR - Whirlpool | 0.58% | Hold | 282,049 | $172.78 | $49M | — | — |
| SBUX - Starbucks | 0.57% | Add +0.2% | 529,318 | $90.97 | $48M | +1,000 | −$14M |
| TROW - T. Rowe Price | 0.57% | Hold | 314,000 | $151.19 | $47M | — | — |
| Colfax | 0.54% | Hold | 1,135,070 | $39.79 | $45M | — | — |
| ROL - Rollins | 0.52% | Add +0.4% | 1,248,275 | $35.05 | $44M | +5,000 | +$1M |
| HEI - Heico · CL A | 0.52% | Hold | 343,144 | $126.83 | $44M | — | — |
| ITIC - Investors Title Nc | 0.52% | Hold | 213,300 | $203.21 | $43M | — | — |
| GOOGL - Alphabet · CL A | 0.51% | Add +17.0% | 15,500 | $2,781 | $43M | +2,250 | +$5M |
| ROK - Rockwell Automation | 0.51% | Add +1.3% | 152,900 | $280.03 | $43M | +2,000 | −$10M |
| NVR - NVR Inc | 0.51% | Hold | 9,539 | $4,467 | $43M | — | — |
| MMM - 3M | 0.48% | Add +6.5% | 269,750 | $148.88 | $40M | +16,550 | −$5M |
| Stericycle | 0.44% | Add +6.4% | 631,700 | $58.92 | $37M | +38,000 | +$2M |
| Activision Blizzard | 0.43% | Hold | 453,600 | $80.11 | $36M | — | — |
| META - Meta Platforms · CL A | 0.43% | Add +10.6% | 163,400 | $222.36 | $36M | +15,597 | −$13M |
| TSN - Tyson Foods · CL A | 0.41% | Add +2.1% | 384,500 | $89.63 | $34M | +8,000 | +$2M |
| CVS - Cvs Health | 0.40% | Hold | 332,000 | $101.21 | $34M | — | — |
| BF.B - Brown Forman · CL B | 0.38% | Hold | 474,187 | $67.02 | $32M | — | — |
| LIN - Linde | 0.36% | Hold | 94,400 | $319.44 | $30M | — | — |
| EFX - Equifax | 0.35% | Add +2.5% | 125,150 | $237.10 | $30M | +3,050 | −$6M |
| CMCSA - Comcast · CL A | 0.35% | Add +18.5% | 630,612 | $46.82 | $30M | +98,332 | +$3M |
| JPM - Jpmorgan Chase & | 0.35% | Hold | 216,550 | $136.32 | $30M | — | — |
| DG - Dollar Gen | 0.33% | Add +80.3% | 125,750 | $222.63 | $28M | +56,000 | +$12M |
| LBRDA - Liberty Broadband | 0.32% | Hold | 205,250 | $131.06 | $27M | — | — |
| SEIC - Sei Invts | 0.32% | Add +3.2% | 445,200 | $60.21 | $27M | +14,000 | +$528K |
| Liberty Media Del | 0.28% | Hold | 522,000 | $45.73 | $24M | — | — |
| SHW - Sherwin Williams | 0.28% | Hold | 94,172 | $249.62 | $24M | — | — |
| UNP - Union Pac | 0.28% | Hold | 85,778 | $273.22 | $23M | — | — |
| LBRDA - Liberty Broadband | 0.28% | Hold | 172,113 | $135.32 | $23M | — | — |
| COST - Costco Whsl | 0.27% | Hold | 39,150 | $575.86 | $23M | — | — |
| HCSG - Healthcare Svcs Group | 0.27% | Add +6.4% | 1,200,500 | $18.57 | $22M | +72,000 | +$2M |
| RTX - Raytheon Technologies | 0.26% | Hold | 224,000 | $99.07 | $22M | — | — |
| AON - AON PLC · CL A | 0.25% | Add +11.8% | 64,950 | $325.64 | $21M | +6,850 | +$4M |
| PAYX - Paychex | 0.24% | Hold | 150,000 | $136.47 | $20M | — | — |
| Liberty Media Del | 0.23% | Hold | 426,000 | $45.71 | $19M | — | — |
| CSCO - Cisco Sys | 0.23% | Hold | 342,000 | $55.76 | $19M | — | — |
| BK - Bank New York Mellon | 0.21% | Hold | 357,750 | $49.63 | $18M | — | — |
| VRSK - Verisk Analytics | 0.20% | Add +3.4% | 76,500 | $214.64 | $16M | +2,500 | −$506K |
| PEP - Pepsico | 0.19% | Hold | 96,210 | $167.38 | $16M | — | — |
| ALL - Allstate | 0.19% | Add +191.6% | 116,050 | $138.51 | $16M | +76,250 | +$11M |
| CCK - Crown | 0.17% | Hold | 116,000 | $125.09 | $15M | — | — |
| FDX - Fedex | 0.16% | Add +234.3% | 58,500 | $231.38 | $14M | +41,000 | +$9M |
| AMT - American Tower | 0.16% | Hold | 51,910 | $251.22 | $13M | — | — |
| TRUP - Trupanion | 0.14% | Hold | 133,400 | $89.12 | $12M | — | — |
| HXL - Hexcel | 0.13% | Hold | 189,000 | $59.47 | $11M | — | — |
| CARR - Carrier Global | 0.13% | Hold | 235,000 | $45.87 | $11M | — | — |
| PM - Philip Morris Intl | 0.13% | Hold | 114,500 | $93.94 | $11M | — | — |
| TPL - Texas Pacific Land | 0.13% | Hold | 7,900 | $1,352 | $11M | — | — |
| TRU - Transunion | 0.12% | Add +1.6% | 96,050 | $103.34 | $10M | +1,550 | −$1M |
| WFC - Wells Fargo | 0.11% | Hold | 195,450 | $48.46 | $9M | — | — |
| OTIS - Otis Worldwide | 0.11% | Hold | 114,620 | $76.95 | $9M | — | — |
| CABO - Cable One | 0.09% | Hold | 5,200 | $1,464 | $8M | — | — |
| THG - Hanover Ins Group | 0.08% | New | 47,000 | $149.51 | $7M | +47,000 | +$7M |
| O-I Glass | 0.07% | Add +90.8% | 458,000 | $13.18 | $6M | +218,000 | +$3M |
| MRVL - Marvell Technology | 0.06% | Add +8.7% | 75,000 | $71.71 | $5M | +6,000 | −$659K |
| LMT - Lockheed Martin | 0.05% | Add +13.7% | 10,363 | $441.38 | $5M | +1,250 | +$1M |
| LBTYA - Liberty Global · CL A | 0.05% | Hold | 179,000 | $25.51 | $5M | — | — |
| BALL - BALL Corp | 0.05% | Hold | 46,000 | $90.00 | $4M | — | — |
| Alleghany Md | 0.04% | Hold | 4,328 | $847.04 | $4M | — | — |
| MTSI — | 0.04% | Hold | 59,000 | $59.86 | $4M | — | — |
| BN - Brookfield Asset Mgmt Reins · CL A | 0.04% | Hold | 60,101 | $57.19 | $3M | — | — |
| GHC - Graham · CL B | 0.04% | Hold | 5,200 | $611.54 | $3M | — | — |
| IFF - International Flavors & Fragrances | 0.04% | Hold | 23,000 | $131.35 | $3M | — | — |
| WRB - Berkley W R | 0.03% | Add +50.0% | 40,500 | $66.59 | $3M | +13,500 | +$472K |
| EA - Electronic Arts | 0.03% | New | 16,900 | $126.51 | $2M | +16,900 | +$2M |
| EMN - Eastman Chem | 0.02% | Hold | 17,450 | $112.03 | $2M | — | — |
| SPOT - Spotify Technology S A | 0.02% | Add +344.8% | 12,900 | $151.01 | $2M | +10,000 | +$1M |
| SHOP - Shopify · CL A | 0.02% | New | 2,750 | $676.00 | $2M | +2,750 | +$2M |
| SONY - SONY Group | 0.02% | New | 16,000 | $102.69 | $2M | +16,000 | +$2M |
| INTU - Intuit | 0.02% | Hold | 2,720 | $480.88 | $1M | — | — |
| PYPL - Paypal | 0.01% | New | 10,551 | $115.63 | $1M | +10,551 | +$1M |
| CSGP - Costar Group | 0.01% | Add +467.7% | 17,600 | $66.59 | $1M | +14,500 | +$927K |
| TMO - Thermo Fisher Scientific | 0.01% | Add +550.0% | 1,950 | $590.77 | $1M | +1,650 | +$952K |
| LAMR - Lamar Advertising · CL A | 0.01% | Hold | 8,500 | $116.24 | $988K | — | — |
| SMG - Scotts Miracle-Gro · CL A | 0.01% | New | 6,500 | $122.92 | $799K | +6,500 | +$799K |
| IT - Gartner | 0.01% | New | 2,500 | $297.60 | $744K | +2,500 | +$744K |
| CE - Celanese Del | 0.01% | Hold | 4,800 | $142.92 | $686K | — | — |
| ICE - Intercontinental Exchange | 0.01% | Hold | 5,120 | $132.03 | $676K | — | — |
| AXTA - Axalta Coating Sys | 0.01% | New | 20,626 | $24.58 | $507K | +20,626 | +$507K |
| WTW - Willis Towers Watson | 0.01% | New | 2,050 | $236.10 | $484K | +2,050 | +$484K |
Showing top 50 of 123 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| APO - Apollo Global Mgmt I · CL A | 0.84% | Exit | 0 | $72.43 | $73M | −1,012,500 | −$73M |
| MHK - Mohawk Inds | 0.46% | Exit | 0 | $182.18 | $40M | −221,000 | −$40M |
| ALB - Albemarle | 0.20% | Exit | 0 | $233.78 | $18M | −76,000 | −$18M |
| MCHP - Microchip Technology | 0.11% | Exit | 0 | $87.06 | $10M | −112,000 | −$10M |
| SHAK - Shake Shack · CL A | 0.03% | Exit | 0 | $72.16 | $2M | −30,600 | −$2M |
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