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%

Portfolio

2026 Q3, filed 10/30/2026, top 12 of 145 holdings

Top 5 28.1%, top 10 43.4%

AUM over time

2026 Q3 $12.8B −2.2% QoQ

Q3 2021

Q1 2022

Q1 2023

Q1 2024

Q1 2025

Q1 2026

Book

2022 Q2 2022 Q1, filed 5 Aug, long equity only

Download CSV Download Excel All activity


BRK.A, Berkshire Hathaway Class A	6.51%	Hold	1,114	$408,950	$456M	—	—
BRK.B, Berkshire Hathaway Class B	5.98%	Hold	1,531,971	$273.02	$418M	—	—
BN, Brookfield Corporation	5.54%	Hold	8,715,741	$44.47	$388M	—	—
GOOG, Alphabet Class C	4.30%	Hold	137,493	$2,187	$301M	—	—
HD, Home Depot	3.61%	Hold	920,000	$274.27	$252M	—	—
DEO, Diageo	3.36%	Hold	1,350,208	$174.12	$235M	—	—
DE, Deere	3.24%	Hold	755,800	$299.47	$226M	—	—
AMZN, Amazon	3.01%	Add +1900.0%	1,981,360	$106.21	$210M	+1,882,292	−$113M
V, Visa	2.71%, was 2.54%	Add +0.2%	962,779	$196.89	$190M	+1,674	−$24M
DIS, Disney	2.65%	Add +2.3%	1,966,665	$94.40	$186M	+44,000	−$78M
AAPL, Apple	2.36%	Hold	1,206,990	$136.72	$165M	—	—
ADI, Analog Devices	2.26%, was 2.12%	Add +0.5%	1,083,071	$146.09	$158M	+5,250	−$20M
RLI, RLI Corp	2.00%	Hold	1,197,272	$116.59	$140M	—	—
BLK, BlackRock	1.92%	Hold	220,200	$609.04	$134M	—	—
MSFT, Microsoft	1.76%	Hold	479,980	$256.83	$123M	—	—
NVO, Novo Nordisk	1.71%	Hold	1,075,000	$111.43	$120M	—	—
ADM, Archer-Daniels-Midland	1.62%	Hold	1,463,300	$77.60	$114M	—	—
BX, Blackstone	1.60%	Hold	1,229,000	$91.23	$112M	—	—
TXN, Texas Instruments	1.59%	Hold	724,000	$153.65	$111M	—	—
JNJ, Johnson & Johnson	1.55%	Hold	610,800	$177.51	$108M	—	—
WSO, Watsco	1.52%	Add +6.0%	443,750	$238.82	$106M	+25,000	−$22M
LOW, Lowe's	1.47%, was 1.42%	Add +0.3%	590,480	$174.67	$103M	+1,500	−$16M
GS, Goldman Sachs	1.46%, was 1.35%	Add +0.3%	344,860	$297.02	$102M	+1,000	−$11M
MMC, Marsh McLennan	1.39%, was 1.26%	Add +0.9%	624,600	$155.25	$97M	+5,800	−$8.5M
PGR, Progressive	1.25%, was 1.02%	Add +0.4%	753,750	$116.27	$88M	+3,000	+$2.1M
GD, General Dynamics	1.24%, was 1.12%	Add +0.1%	391,000	$221.25	$87M	+500	−$7.7M
SCHW, Charles Schwab	1.00%	Add +0.7%	1,103,300	$63.18	$70M	+8,000	−$23M
AXP, American Express	0.96%	Hold	484,250	$138.62	$67M	—	—
KKR	0.94%	Add +0.3%	1,424,808	$46.29	$66M	+4,158	−$17M
MA, Mastercard	0.94%	Hold	207,540	$315.47	$65M	—	—
ITW, Illinois Tool Works	0.85%	Hold	327,500	$182.26	$60M	—	—
MSCI	0.84%	Add +0.2%	141,950	$412.15	$59M	+250	−$13M
MCO, Moody's	0.83%	Hold	212,990	$271.97	$58M	—	—
BF.A, Brown-Forman Class A	0.82%	Hold	843,000	$67.64	$57M	—	—
NSC, Norfolk Southern	0.75%	Hold	229,500	$227.29	$52M	—	—
CAT, Caterpillar	0.73%	Hold	287,500	$178.76	$51M	—	—
SPGI, S&P Global	0.72%	Hold	149,790	$337.06	$50M	—	—
APO, Apollo Global Management	0.70%	Hold	1,012,500	$48.48	$49M	—	—
REGN, Regeneron	0.68%	Hold	80,300	$591.12	$47M	—	—
FDS, FactSet	0.64%	Hold	116,720	$384.56	$45M	—	—
ACN, Accenture	0.63%	Hold	159,400	$277.66	$44M	—	—
ROL, Rollins	0.63%, was 0.52%	Add +1.1%	1,262,275	$34.92	$44M	+14,000	+$327K
WHR, Whirlpool	0.62%	Hold	282,049	$154.87	$44M	—	—
ECL, Ecolab	0.60%, was 0.65%	Reduce −11.3%	274,300	$153.76	$42M	−35,000	−$12M
SBUX, Starbucks	0.58%, was 0.57%	Add +0.6%	532,318	$76.39	$41M	+3,000	−$7.5M
CG, Carlyle Group	0.56%	Hold	1,237,000	$31.66	$39M	—	—
NVR	0.55%, was 0.51%	Add +1.3%	9,659	$4,004	$39M	+120	−$3.9M
DG, Dollar General	0.54%, was 0.33%	Add +21.5%	152,750	$245.43	$37M	+27,000	+$9.5M
NKE, Nike	0.53%	Hold	366,000	$102.20	$37M	—	—
GOOGL, Alphabet Class A	0.52%, was 0.51%	Add +7.4%	16,650	$2,179	$36M	+1,150	−$6.8M
HEI, Heico	0.52%	Hold	343,144	$105.38	$36M	—	—
TROW, T. Rowe Price	0.51%	Hold	314,000	$113.61	$36M	—	—
Activision Blizzard	0.50%	Hold	453,600	$77.86	$35M	—	—
MMM, 3M	0.50%	Hold	269,750	$129.41	$35M	—	—
HGTY, Hagerty	0.49%	New	3,000,000	$11.49	$34M	+3,000,000	+$34M
ITIC, Investors Title Co. NC	0.48%	Hold	213,300	$156.89	$33M	—	—
BF.B, Brown-Forman Class B	0.48%	Hold	474,187	$70.16	$33M	—	—
TSN, Tyson Foods	0.47%	Hold	384,500	$86.06	$33M	—	—
ROK, Rockwell Automation	0.44%	Add +1.3%	154,900	$199.31	$31M	+2,000	−$12M
CVS, CVS Health	0.44%	Hold	332,000	$92.66	$31M	—	—
SEIC, Sei Investments	0.43%, was 0.32%	Add +25.6%	559,200	$54.02	$30M	+114,000	+$3.4M
META, Meta Platforms	0.42%	Add +12.6%	184,029	$161.25	$30M	+20,629	−$6.7M
Stericycle	0.41%	Add +4.0%	656,700	$43.85	$29M	+25,000	−$8.4M
CMCSA, Comcast	0.41%, was 0.35%	Add +15.0%	724,912	$39.24	$28M	+94,300	−$1.1M
LIN, Linde	0.39%	Hold	94,400	$287.52	$27M	—	—
JPM, JPMorgan Chase	0.35%	Hold	216,550	$112.61	$24M	—	—
LBRDA, Liberty Broadband Series A	0.33%	Hold	205,250	$113.55	$23M	—	—
RTX	0.31%	Hold	224,000	$96.11	$22M	—	—
SHW, Sherwin-Williams	0.30%	Hold	94,172	$223.91	$21M	—	—
HCSG, Healthcare Services Group	0.30%	Hold	1,200,500	$17.41	$21M	—	—
ENOV, Colfax	0.30%	New	378,356	$55.00	$21M	+378,356	+$21M
LBRDA, Liberty Broadband Series C	0.28%	Hold	172,113	$115.63	$20M	—	—
Liberty Media	0.27%	Hold	522,000	$36.05	$19M	—	—
COST, Costco	0.27%	Hold	39,150	$479.28	$19M	—	—
AON, Aon	0.27%, was 0.25%	Add +6.2%	69,000	$269.68	$19M	+4,050	−$2.5M
UNP, Union Pacific	0.26%	Hold	85,778	$213.28	$18M	—	—
PAYX, Paychex	0.24%	Hold	150,000	$113.87	$17M	—	—
ESAB	0.24%	New	378,356	$43.75	$17M	+378,356	+$17M
FDX, FedEx	0.24%, was 0.16%	Add +24.8%	73,000	$226.71	$17M	+14,500	+$3M
PEP, PepsiCo	0.23%	Hold	96,210	$166.66	$16M	—	—
Liberty Media	0.22%	Hold	426,000	$36.04	$15M	—	—
BK, BNY	0.21%	Hold	357,750	$41.71	$15M	—	—
ALL, Allstate	0.21%, was 0.19%	Add +0.9%	117,050	$126.72	$15M	+1,000	−$1.2M
CSCO, Cisco	0.21%	Hold	342,000	$42.64	$15M	—	—
VRSK, Verisk	0.21%, was 0.20%	Add +8.5%	83,000	$173.10	$14M	+6,500	−$2.1M
AMT, American Tower	0.19%	Hold	51,910	$255.62	$13M	—	—
CABO, Cable One	0.19%, was 0.09%	Add +96.2%	10,200	$1,289	$13M	+5,000	+$5.5M
EFX, Equifax	0.18%, was 0.35%	Reduce −44.4%	69,550	$182.76	$13M	−55,600	−$17M
TPL, Texas Pacific Land	0.17%	Hold	7,900	$1,488	$12M	—	—
PM, Philip Morris International	0.16%	Hold	114,500	$98.74	$11M	—	—
THG, Hanover Insurance Group	0.16%, was 0.08%	Add +61.7%	76,000	$146.26	$11M	+29,000	+$4.1M
CCK, Crown	0.15%	Hold	116,000	$92.18	$11M	—	—
HXL, Hexcel	0.14%	Hold	189,000	$52.31	$9.9M	—	—
CARR, Carrier Global	0.12%	Hold	235,000	$35.66	$8.4M	—	—
OTIS, Otis Worldwide	0.12%	Hold	114,620	$70.68	$8.1M	—	—
TRUP, Trupanion	0.11%	Hold	133,400	$60.25	$8M	—	—
TRU, Transunion	0.11%	Add +0.5%	96,550	$80.00	$7.7M	+500	−$2.2M
WFC, Wells Fargo	0.11%	Hold	195,450	$39.17	$7.7M	—	—
NFLX, Netflix	0.11%	New	43,000	$174.88	$7.5M	+43,000	+$7.5M
EA, Electronic Arts	0.10%, was 0.03%	Add +236.1%	56,800	$121.65	$6.9M	+39,900	+$4.8M
O-I Glass	0.09%, was 0.07%	Add +2.2%	468,100	$14.00	$6.6M	+10,100	+$517K
LMT, Lockheed Martin	0.07%, was 0.05%	Add +4.8%	10,863	$429.90	$4.7M	+500	+$96K
SONY, Sony	0.06%, was 0.02%	Add +210.5%	49,680	$81.78	$4.1M	+33,680	+$2.4M
LBTYA, Liberty Global	0.05%	Hold	179,000	$21.04	$3.8M	—	—
MRVL, Marvell Technology	0.05%	Add +13.3%	85,000	$43.53	$3.7M	+10,000	−$1.7M
TMO, Thermo Fisher Scientific	0.05%, was 0.01%	Add +233.3%	6,500	$543.23	$3.5M	+4,550	+$2.4M
MTSI	0.05%, was 0.04%	Add +16.9%	69,000	$46.10	$3.2M	+10,000	−$351K
BALL, BALL Corp	0.05%	Hold	46,000	$68.78	$3.2M	—	—
GHC, Graham	0.04%	Hold	5,200	$566.73	$2.9M	—	—
WRB, Berkley	0.04%	Hold	40,500	$68.27	$2.8M	—	—
IFF, International Flavors & Fragrances	0.04%	Hold	23,000	$119.13	$2.7M	—	—
BN, Brookfield Corporation	0.04%	Hold	60,101	$44.59	$2.7M	—	—
SPOT, Spotify	0.03%, was 0.02%	Add +100.8%	25,900	$93.86	$2.4M	+13,000	+$483K
CBRL	0.03%	New	27,500	$83.49	$2.3M	+27,500	+$2.3M
ODFL, Old Dominion Freight Line	0.03%	New	8,000	$256.25	$2.1M	+8,000	+$2.1M
SHOP, Shopify	0.03%, was 0.02%	Add +2172.7%	62,500	$31.25	$2M	+59,750	+$94K
SMG, Scotts Miracle-Gro	0.03%, was 0.01%	Add +261.5%	23,500	$78.98	$1.9M	+17,000	+$1.1M
EMN, Eastman Chemical	0.02%	Hold	17,450	$89.74	$1.6M	—	—
PYPL, PayPal	0.02%, was 0.01%	Add +111.0%	22,261	$69.85	$1.6M	+11,710	+$335K
WTW, Willis Towers Watson	0.02%, was 0.01%	Add +217.4%	6,507	$197.48	$1.3M	+4,457	+$801K
VNT, Vontier	0.02%	New	49,873	$22.98	$1.1M	+49,873	+$1.1M
CSGP, CoStar Group	0.02%, was 0.01%	Add +5.7%	18,600	$60.38	$1.1M	+1,000	−$49K
INTU, Intuit	0.01%	Hold	2,720	$385.29	$1M	—	—
LAMR, Lamar Advertising	0.01%	Hold	8,500	$88.00	$748K	—	—
IT, Gartner	0.01%	Add +20.0%	3,000	$242.00	$726K	+500	−$18K
AXTA, Axalta Coating Systems	0.01%	Add +37.9%	28,442	$22.12	$629K	+7,816	+$122K
CE, Celanese	0.01%	Hold	4,800	$117.50	$564K	—	—
ICE, Intercontinental Exchange	0.01%	Hold	5,120	$93.95	$481K	—	—
Duck Creek Technologies	0.00%	Add +32.4%	12,250	$14.86	$182K	+3,000	−$23K

Showing top 50 of 129 by value

Exits / last held

Gone since 2022 Q1, shown at their last reported size.

Stock	% of portfolio	Recent activity	Shares	Reported price*	Value	Share change	$ change
Colfax	0.54%	Exit	0	$39.79	$45M	−1,135,070	−$45M
Alleghany Corporation MD	0.04%	Exit	0	$847.04	$3.7M	−4,328	−$3.7M

Filings history

21 periods, with AUM normalized

Newest 13Fs

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

Entity: Markel Group Inc.
Notable person: Thomas Gayner
Location: Glen Allen, VA
All SEC filings: View on sec.gov