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 | 6.51% | Hold | 1,114 | $408,950 | $456M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 5.98% | Hold | 1,531,971 | $273.02 | $418M | — | — |
| BN - Brookfield Asset Mgmt · CL A | 5.54% | Hold | 8,715,741 | $44.47 | $388M | — | — |
| GOOG - Alphabet · CL 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 · CL A | 2.71% | Add +0.2% | 962,779 | $196.89 | $190M | +1,674 | −$24M |
| DIS - Disney Walt | 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% | 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 A S | 1.71% | Hold | 1,075,000 | $111.43 | $120M | — | — |
| ADM - Archer Daniels Midland | 1.62% | Hold | 1,463,300 | $77.60 | $114M | — | — |
| BX - Blackstone Group | 1.60% | Hold | 1,229,000 | $91.23 | $112M | — | — |
| TXN - Texas Instrs | 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 - Lowes Cos | 1.47% | Add +0.3% | 590,480 | $174.67 | $103M | +1,500 | −$16M |
| GS - Goldman Sachs Group | 1.46% | Add +0.3% | 344,860 | $297.02 | $102M | +1,000 | −$11M |
| MMC - Marsh & Mclennan Cos | 1.39% | Add +0.9% | 624,600 | $155.25 | $97M | +5,800 | −$8M |
| PGR - Progressive | 1.25% | Add +0.4% | 753,750 | $116.27 | $88M | +3,000 | +$2M |
| GD - General Dynamics | 1.24% | Add +0.1% | 391,000 | $221.25 | $87M | +500 | −$8M |
| SCHW - Schwab Charles | 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 · CL A | 0.94% | Hold | 207,540 | $315.47 | $65M | — | — |
| ITW - Illinois Tool Wks | 0.85% | Hold | 327,500 | $182.26 | $60M | — | — |
| MSCI - MSCI Inc | 0.84% | Add +0.2% | 141,950 | $412.15 | $59M | +250 | −$13M |
| MCO - Moodys | 0.83% | Hold | 212,990 | $271.97 | $58M | — | — |
| BF.A — · CL A | 0.82% | Hold | 843,000 | $67.64 | $57M | — | — |
| NSC - Norfolk Southn | 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 Mgmt | 0.70% | Hold | 1,012,500 | $48.48 | $49M | — | — |
| REGN - Regeneron Pharmaceuticals | 0.68% | Hold | 80,300 | $591.12 | $47M | — | — |
| FDS - Factset Resh Sys | 0.64% | Hold | 116,720 | $384.56 | $45M | — | — |
| ACN - Accenture Ireland · CLASS A | 0.63% | Hold | 159,400 | $277.66 | $44M | — | — |
| ROL - Rollins | 0.63% | 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% | Reduce −11.3% | 274,300 | $153.76 | $42M | −35,000 | −$12M |
| SBUX - Starbucks | 0.58% | Add +0.6% | 532,318 | $76.39 | $41M | +3,000 | −$7M |
| CG - Carlyle Group | 0.56% | Hold | 1,237,000 | $31.66 | $39M | — | — |
| NVR - NVR Inc | 0.55% | Add +1.3% | 9,659 | $4,004 | $39M | +120 | −$4M |
| DG - Dollar Gen | 0.54% | Add +21.5% | 152,750 | $245.43 | $37M | +27,000 | +$9M |
| NKE - NIKE · CL B | 0.53% | Hold | 366,000 | $102.20 | $37M | — | — |
| GOOGL - Alphabet · CL A | 0.52% | Add +7.4% | 16,650 | $2,179 | $36M | +1,150 | −$7M |
| HEI - Heico · CL A | 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 · CL A | 0.49% | New | 3,000,000 | $11.49 | $34M | +3,000,000 | +$34M |
| ITIC - Investors Title Nc | 0.48% | Hold | 213,300 | $156.89 | $33M | — | — |
| BF.B - Brown Forman · CL B | 0.48% | Hold | 474,187 | $70.16 | $33M | — | — |
| TSN - Tyson Foods · CL A | 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 Invts | 0.43% | Add +25.6% | 559,200 | $54.02 | $30M | +114,000 | +$3M |
| META - Meta Platforms · CL A | 0.42% | Add +12.6% | 184,029 | $161.25 | $30M | +20,629 | −$7M |
| Stericycle | 0.41% | Add +4.0% | 656,700 | $43.85 | $29M | +25,000 | −$8M |
| CMCSA - Comcast · CL A | 0.41% | Add +15.0% | 724,912 | $39.24 | $28M | +94,300 | −$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 | 0.33% | Hold | 205,250 | $113.55 | $23M | — | — |
| RTX - Raytheon Technologies | 0.31% | Hold | 224,000 | $96.11 | $22M | — | — |
| SHW - Sherwin Williams | 0.30% | Hold | 94,172 | $223.91 | $21M | — | — |
| HCSG - Healthcare Svcs 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 | 0.28% | Hold | 172,113 | $115.63 | $20M | — | — |
| Liberty Media Del | 0.27% | Hold | 522,000 | $36.05 | $19M | — | — |
| COST - Costco Whsl | 0.27% | Hold | 39,150 | $479.28 | $19M | — | — |
| AON - AON PLC · CL A | 0.27% | Add +6.2% | 69,000 | $269.68 | $19M | +4,050 | −$3M |
| UNP - Union Pac | 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% | Add +24.8% | 73,000 | $226.71 | $17M | +14,500 | +$3M |
| PEP - Pepsico | 0.23% | Hold | 96,210 | $166.66 | $16M | — | — |
| Liberty Media Del | 0.22% | Hold | 426,000 | $36.04 | $15M | — | — |
| BK - Bank New York Mellon | 0.21% | Hold | 357,750 | $41.71 | $15M | — | — |
| ALL - Allstate | 0.21% | Add +0.9% | 117,050 | $126.72 | $15M | +1,000 | −$1M |
| CSCO - Cisco Sys | 0.21% | Hold | 342,000 | $42.64 | $15M | — | — |
| VRSK - Verisk Analytics | 0.21% | Add +8.5% | 83,000 | $173.10 | $14M | +6,500 | −$2M |
| AMT - American Tower | 0.19% | Hold | 51,910 | $255.62 | $13M | — | — |
| CABO - Cable One | 0.19% | Add +96.2% | 10,200 | $1,289 | $13M | +5,000 | +$6M |
| EFX - Equifax | 0.18% | 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 Intl | 0.16% | Hold | 114,500 | $98.74 | $11M | — | — |
| THG - Hanover Ins Group | 0.16% | Add +61.7% | 76,000 | $146.26 | $11M | +29,000 | +$4M |
| CCK - Crown | 0.15% | Hold | 116,000 | $92.18 | $11M | — | — |
| HXL - Hexcel | 0.14% | Hold | 189,000 | $52.31 | $10M | — | — |
| CARR - Carrier Global | 0.12% | Hold | 235,000 | $35.66 | $8M | — | — |
| OTIS - Otis Worldwide | 0.12% | Hold | 114,620 | $70.68 | $8M | — | — |
| TRUP - Trupanion | 0.11% | Hold | 133,400 | $60.25 | $8M | — | — |
| TRU - Transunion | 0.11% | Add +0.5% | 96,550 | $80.00 | $8M | +500 | −$2M |
| WFC - Wells Fargo | 0.11% | Hold | 195,450 | $39.17 | $8M | — | — |
| NFLX - Netflix | 0.11% | New | 43,000 | $174.88 | $8M | +43,000 | +$8M |
| EA - Electronic Arts | 0.10% | Add +236.1% | 56,800 | $121.65 | $7M | +39,900 | +$5M |
| O-I Glass | 0.09% | Add +2.2% | 468,100 | $14.00 | $7M | +10,100 | +$517K |
| LMT - Lockheed Martin | 0.07% | Add +4.8% | 10,863 | $429.90 | $5M | +500 | +$96K |
| SONY - SONY Corp | 0.06% | Add +210.5% | 49,680 | $81.78 | $4M | +33,680 | +$2M |
| LBTYA - Liberty Global · CL A | 0.05% | Hold | 179,000 | $21.04 | $4M | — | — |
| MRVL - Marvell Technology | 0.05% | Add +13.3% | 85,000 | $43.53 | $4M | +10,000 | −$2M |
| TMO - Thermo Fisher Scientific | 0.05% | Add +233.3% | 6,500 | $543.23 | $4M | +4,550 | +$2M |
| MTSI — | 0.05% | Add +16.9% | 69,000 | $46.10 | $3M | +10,000 | −$351K |
| BALL - BALL Corp | 0.05% | Hold | 46,000 | $68.78 | $3M | — | — |
| GHC - Graham · CL B | 0.04% | Hold | 5,200 | $566.73 | $3M | — | — |
| WRB - Berkley W R | 0.04% | Hold | 40,500 | $68.27 | $3M | — | — |
| IFF - International Flavors & Fragrances | 0.04% | Hold | 23,000 | $119.13 | $3M | — | — |
| BN - Brookfield Asset Mgmt Reins · CL A | 0.04% | Hold | 60,101 | $44.59 | $3M | — | — |
| SPOT - Spotify Technology S A | 0.03% | Add +100.8% | 25,900 | $93.86 | $2M | +13,000 | +$483K |
| CBRL — | 0.03% | New | 27,500 | $83.49 | $2M | +27,500 | +$2M |
| ODFL - Old Dominion Freight | 0.03% | New | 8,000 | $256.25 | $2M | +8,000 | +$2M |
| SHOP - Shopify · CL A | 0.03% | Add +2172.7% | 62,500 | $31.25 | $2M | +59,750 | +$94K |
| SMG - Scotts Miracle-Gro · CL A | 0.03% | Add +261.5% | 23,500 | $78.98 | $2M | +17,000 | +$1M |
| EMN - Eastman Chem | 0.02% | Hold | 17,450 | $89.74 | $2M | — | — |
| PYPL - Paypal | 0.02% | Add +111.0% | 22,261 | $69.85 | $2M | +11,710 | +$335K |
| WTW - Willis Towers Watson | 0.02% | Add +217.4% | 6,507 | $197.48 | $1M | +4,457 | +$801K |
| VNT - Vontier | 0.02% | New | 49,873 | $22.98 | $1M | +49,873 | +$1M |
| CSGP - Costar Group | 0.02% | Add +5.7% | 18,600 | $60.38 | $1M | +1,000 | −$49K |
| INTU - Intuit | 0.01% | Hold | 2,720 | $385.29 | $1M | — | — |
| LAMR - Lamar Advertising · CL A | 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 Sys | 0.01% | Add +37.9% | 28,442 | $22.12 | $629K | +7,816 | +$122K |
| CE - Celanese Del | 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
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| 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 Md | 0.04% | Exit | 0 | $847.04 | $4M | −4,328 | −$4M |
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