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 | 6.68% | Hold | 1,114 | $406,469 | $453M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 6.04% | Hold | 1,531,971 | $267.02 | $409M | — | — |
| BN - Brookfield Asset Mgmt · CL A | 5.26% | Hold | 8,715,741 | $40.89 | $356M | — | — |
| GOOG - Alphabet · CL C | 3.90% | Add +1900.0% | 2,749,860 | $96.15 | $264M | +2,612,367 | −$36M |
| HD - Home Depot | 3.75% | Hold | 920,000 | $275.94 | $254M | — | — |
| DE - Deere | 3.72% | Hold | 755,800 | $333.89 | $252M | — | — |
| DEO - Diageo | 3.38% | Hold | 1,350,208 | $169.81 | $229M | — | — |
| AMZN - Amazon | 3.31% | Add +0.1% | 1,983,360 | $113.00 | $224M | +2,000 | +$14M |
| DIS - Disney Walt | 2.77% | Add +1.3% | 1,991,665 | $94.33 | $188M | +25,000 | +$2M |
| V - VISA · CL A | 2.52% | Hold | 962,779 | $177.65 | $171M | — | — |
| AAPL - Apple | 2.46% | Hold | 1,206,990 | $138.20 | $167M | — | — |
| ADI - Analog Devices | 2.24% | Add +0.6% | 1,090,071 | $139.34 | $152M | +7,000 | −$6M |
| RLI - RLI Corp | 1.81% | Hold | 1,197,272 | $102.38 | $123M | — | — |
| BLK - Blackrock | 1.79% | Hold | 220,200 | $550.28 | $121M | — | — |
| WSO - Watsco | 1.76% | Add +4.2% | 462,250 | $257.46 | $119M | +18,500 | +$13M |
| ADM - Archer Daniels Midland | 1.74% | Hold | 1,463,300 | $80.45 | $118M | — | — |
| LOW - Lowes Cos | 1.65% | Add +1.1% | 596,980 | $187.81 | $112M | +6,500 | +$9M |
| TXN - Texas Instrs | 1.65% | Hold | 724,000 | $154.78 | $112M | — | — |
| MSFT - Microsoft | 1.65% | Hold | 479,980 | $232.90 | $112M | — | — |
| NVO - Novo-Nordisk A S | 1.58% | Hold | 1,075,000 | $99.63 | $107M | — | — |
| GS - Goldman Sachs Group | 1.55% | Add +3.6% | 357,360 | $293.05 | $105M | +12,500 | +$2M |
| BX - Blackstone | 1.52% | Hold | 1,229,000 | $83.70 | $103M | — | — |
| JNJ - Johnson & Johnson | 1.47% | Hold | 610,800 | $163.36 | $100M | — | — |
| MMC - Marsh & Mclennan Cos | 1.38% | Add +0.6% | 628,500 | $149.29 | $94M | +3,900 | −$3M |
| PGR - Progressive | 1.29% | Hold | 753,750 | $116.21 | $88M | — | — |
| GD - General Dynamics | 1.22% | Hold | 391,000 | $212.17 | $83M | — | — |
| SCHW - Schwab Charles | 1.18% | Add +1.2% | 1,116,300 | $71.87 | $80M | +13,000 | +$11M |
| AXP - American Express | 0.96% | Hold | 484,250 | $134.91 | $65M | — | — |
| KKR — | 0.91% | Add +0.2% | 1,427,023 | $43.00 | $61M | +2,215 | −$5M |
| MSCI - MSCI Inc | 0.89% | Add +0.4% | 142,450 | $421.80 | $60M | +500 | +$2M |
| ITW - Illinois Tool Wks | 0.87% | Hold | 327,500 | $180.65 | $59M | — | — |
| MA - Mastercard · CL A | 0.87% | Hold | 207,540 | $284.35 | $59M | — | — |
| BF.A — · CL A | 0.84% | Hold | 843,000 | $67.56 | $57M | — | — |
| REGN - Regeneron Pharmaceuticals | 0.82% | Hold | 80,300 | $688.88 | $55M | — | — |
| MCO - Moodys | 0.77% | Add +0.2% | 213,490 | $243.11 | $52M | +500 | −$6M |
| NSC - Norfolk Southn | 0.71% | Hold | 229,500 | $209.65 | $48M | — | — |
| CAT - Caterpillar | 0.70% | Hold | 287,500 | $164.08 | $47M | — | — |
| APO - Apollo Global Mgmt | 0.69% | Hold | 1,012,500 | $46.50 | $47M | — | — |
| FDS - Factset Resh Sys | 0.69% | Hold | 116,720 | $400.12 | $47M | — | — |
| SPGI - S&P Global | 0.68% | Add +0.3% | 150,290 | $305.35 | $46M | +500 | −$5M |
| SBUX - Starbucks | 0.66% | Hold | 532,318 | $84.26 | $45M | — | — |
| ROL - Rollins | 0.65% | Add +1.0% | 1,275,275 | $34.68 | $44M | +13,000 | +$148K |
| ACN - Accenture Ireland · CLASS A | 0.61% | Hold | 159,400 | $257.30 | $41M | — | — |
| DG - Dollar Gen | 0.60% | Add +11.5% | 170,250 | $239.85 | $41M | +17,500 | +$3M |
| ECL - Ecolab | 0.58% | Hold | 274,300 | $144.42 | $40M | — | — |
| HEI - Heico · CL A | 0.58% | Hold | 343,144 | $114.62 | $39M | — | — |
| NVR - NVR Inc | 0.58% | Add +1.3% | 9,789 | $3,987 | $39M | +130 | +$354K |
| WHR - Whirlpool | 0.56% | Hold | 282,049 | $134.81 | $38M | — | — |
| GOOGL - Alphabet · CL A | 0.50% | Add +2041.1% | 356,500 | $95.65 | $34M | +339,850 | −$2M |
| CG - Carlyle Group | 0.50% | Add +5.7% | 1,307,000 | $25.84 | $34M | +70,000 | −$5M |
| Activision Blizzard | 0.50% | Hold | 453,600 | $74.34 | $34M | — | — |
| ROK - Rockwell Automation | 0.49% | Hold | 154,900 | $215.11 | $33M | — | — |
| TROW - T. Rowe Price | 0.49% | Hold | 314,000 | $105.01 | $33M | — | — |
| CVS - Cvs Health | 0.47% | Hold | 332,000 | $95.37 | $32M | — | — |
| BF.B - Brown Forman · CL B | 0.47% | Hold | 474,187 | $66.57 | $32M | — | — |
| NKE - NIKE · CL B | 0.45% | Hold | 366,000 | $83.12 | $30M | — | — |
| ITIC - Investors Title Nc | 0.44% | Hold | 213,300 | $141.00 | $30M | — | — |
| MMM - 3M | 0.44% | Hold | 269,750 | $110.51 | $30M | — | — |
| Stericycle | 0.42% | Add +1.8% | 668,700 | $42.11 | $28M | +12,000 | −$634K |
| SEIC - Sei Invts | 0.40% | Hold | 559,200 | $49.05 | $27M | — | — |
| HGTY - Hagerty · CL A | 0.40% | Hold | 3,000,000 | $8.99 | $27M | — | — |
| META - Meta Platforms · CL A | 0.40% | Add +7.5% | 197,781 | $135.68 | $27M | +13,752 | −$3M |
| LIN - Linde | 0.38% | Hold | 94,400 | $269.59 | $25M | — | — |
| TSN - Tyson Foods · CL A | 0.37% | Hold | 384,500 | $65.93 | $25M | — | — |
| CMCSA - Comcast · CL A | 0.36% | Add +14.1% | 826,809 | $29.33 | $24M | +101,897 | −$4M |
| JPM - Jpmorgan Chase & | 0.33% | Hold | 216,550 | $104.50 | $23M | — | — |
| AON - AON PLC · CL A | 0.29% | Add +7.3% | 74,050 | $267.87 | $20M | +5,050 | +$1M |
| Liberty Media Del | 0.29% | Hold | 522,000 | $37.71 | $20M | — | — |
| SHW - Sherwin Williams | 0.28% | Hold | 94,172 | $204.75 | $19M | — | — |
| COST - Costco Whsl | 0.27% | Hold | 39,150 | $472.26 | $18M | — | — |
| RTX - Raytheon Technologies | 0.27% | Hold | 224,000 | $81.86 | $18M | — | — |
| ENOV - Enovis | 0.26% | Hold | 378,356 | $46.07 | $17M | — | — |
| PAYX - Paychex | 0.25% | Hold | 150,000 | $112.21 | $17M | — | — |
| UNP - Union Pac | 0.25% | Hold | 85,778 | $194.82 | $17M | — | — |
| Liberty Media Del | 0.24% | Hold | 426,000 | $38.07 | $16M | — | — |
| ALL - Allstate | 0.24% | Add +9.8% | 128,550 | $124.54 | $16M | +11,500 | +$1M |
| PEP - Pepsico | 0.23% | Hold | 96,210 | $163.26 | $16M | — | — |
| VRSK - Verisk Analytics | 0.23% | Add +8.4% | 90,000 | $170.56 | $15M | +7,000 | +$983K |
| LBRDA - Liberty Broadband | 0.23% | Hold | 205,250 | $74.61 | $15M | — | — |
| HCSG - Healthcare Svcs Group | 0.21% | Hold | 1,200,500 | $12.09 | $15M | — | — |
| TPL - Texas Pacific Land | 0.21% | Hold | 7,900 | $1,777 | $14M | — | — |
| BK - Bank New York Mellon | 0.21% | Add +1.0% | 361,250 | $38.52 | $14M | +3,500 | −$1M |
| CSCO - Cisco Sys | 0.20% | Hold | 342,000 | $40.00 | $14M | — | — |
| THG - Hanover Ins Group | 0.19% | Add +34.2% | 102,000 | $128.14 | $13M | +26,000 | +$2M |
| FDX - Fedex | 0.19% | Add +19.9% | 87,500 | $148.48 | $13M | +14,500 | −$4M |
| LBRDA - Liberty Broadband | 0.19% | Hold | 172,113 | $73.79 | $13M | — | — |
| ESAB — | 0.19% | Hold | 378,356 | $33.36 | $13M | — | — |
| EFX - Equifax | 0.18% | Add +1.9% | 70,850 | $171.43 | $12M | +1,300 | −$565K |
| AMT - American Tower | 0.16% | Hold | 51,910 | $214.70 | $11M | — | — |
| NFLX - Netflix | 0.15% | Hold | 43,000 | $235.44 | $10M | — | — |
| CABO - Cable One | 0.15% | Add +14.7% | 11,700 | $853.08 | $10M | +1,500 | −$3M |
| CCK - Crown | 0.14% | Add +4.3% | 121,000 | $81.02 | $10M | +5,000 | −$889K |
| HXL - Hexcel | 0.14% | Hold | 189,000 | $51.72 | $10M | — | — |
| PM - Philip Morris Intl | 0.14% | Hold | 114,500 | $83.01 | $10M | — | — |
| CARR - Carrier Global | 0.12% | Hold | 235,000 | $35.56 | $8M | — | — |
| WFC - Wells Fargo | 0.12% | Add +2.6% | 200,450 | $40.22 | $8M | +5,000 | +$407K |
| CBRL — | 0.12% | Add +214.5% | 86,500 | $92.58 | $8M | +59,000 | +$6M |
| OTIS - Otis Worldwide | 0.11% | Hold | 114,620 | $63.80 | $7M | — | — |
| EA - Electronic Arts | 0.10% | Add +7.0% | 60,800 | $115.71 | $7M | +4,000 | +$125K |
| O-I Glass | 0.09% | Add +0.1% | 468,700 | $12.95 | $6M | +600 | −$483K |
| TRU - Transunion | 0.09% | Add +2.6% | 99,050 | $59.49 | $6M | +2,500 | −$2M |
| MRVL - Marvell Technology | 0.08% | Add +52.9% | 130,000 | $42.91 | $6M | +45,000 | +$2M |
| SONY - SONY Group | 0.08% | Add +60.2% | 79,596 | $64.06 | $5M | +29,916 | +$1M |
| ODFL - Old Dominion Freight | 0.07% | Add +143.8% | 19,500 | $248.72 | $5M | +11,500 | +$3M |
| LMT - Lockheed Martin | 0.06% | Hold | 10,863 | $386.27 | $4M | — | — |
| TMO - Thermo Fisher Scientific | 0.06% | Add +20.0% | 7,800 | $507.18 | $4M | +1,300 | +$425K |
| PYPL - Paypal | 0.04% | Add +55.4% | 34,597 | $86.11 | $3M | +12,336 | +$1M |
| GHC - Graham · CL B | 0.04% | Hold | 5,200 | $537.88 | $3M | — | — |
| LBTYA - Liberty Global · CL A | 0.04% | Hold | 179,000 | $15.59 | $3M | — | — |
| WRB - Berkley W R | 0.04% | Hold | 40,500 | $64.59 | $3M | — | — |
| SHOP - Shopify · CL A | 0.04% | Add +48.4% | 92,750 | $26.93 | $2M | +30,250 | +$545K |
| BN - Brookfield Asset Mgmt Reins · CL A | 0.04% | Hold | 60,101 | $40.91 | $2M | — | — |
| SMG - Scotts Miracle-Gro · CL A | 0.04% | Add +144.7% | 57,500 | $42.75 | $2M | +34,000 | +$602K |
| BALL - BALL Corp | 0.03% | Add +2.2% | 47,000 | $48.32 | $2M | +1,000 | −$893K |
| SPOT - Spotify Technology S A | 0.03% | Hold | 25,900 | $86.33 | $2M | — | — |
| IFF - International Flavors & Fragrances | 0.03% | Hold | 23,000 | $90.83 | $2M | — | — |
| CE - Celanese Del | 0.02% | Add +250.0% | 16,800 | $90.36 | $2M | +12,000 | +$954K |
| ICE - Intercontinental Exchange | 0.02% | Add +215.8% | 16,171 | $90.35 | $1M | +11,051 | +$980K |
| VNT - Vontier | 0.02% | Add +73.5% | 86,509 | $16.70 | $1M | +36,636 | +$299K |
| WTW - Willis Towers Watson | 0.02% | Hold | 6,507 | $201.01 | $1M | — | — |
| CSGP - Costar Group | 0.02% | Hold | 18,600 | $69.68 | $1M | — | — |
| TRUP - Trupanion | 0.02% | Reduce −84.0% | 21,377 | $59.41 | $1M | −112,023 | −$7M |
| IT - Gartner | 0.02% | Add +50.0% | 4,500 | $276.67 | $1M | +1,500 | +$519K |
| EMN - Eastman Chem | 0.02% | Hold | 17,450 | $71.00 | $1M | — | — |
| INTU - Intuit | 0.02% | Hold | 2,720 | $387.13 | $1M | — | — |
| LAMR - Lamar Advertising · CL A | 0.01% | Hold | 8,500 | $82.47 | $701K | — | — |
| AXTA - Axalta Coating Sys | 0.01% | Hold | 28,442 | $21.06 | $599K | — | — |
| Duck Creek Technologies | 0.00% | Add +73.5% | 21,250 | $11.86 | $252K | +9,000 | +$70K |
| UA - Under Armour · CL C | 0.00% | Add +52.9% | 38,691 | $5.97 | $231K | +13,387 | +$39K |
Showing top 50 of 129 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MTSI — | 0.05% | Exit | 0 | $46.10 | $3M | −69,000 | −$3M |
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