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%
AUM over time
Book
| BRK.A, Berkshire Hathaway Class A | Hold | 1,114 | $406,469 | $453M | — | — | |
| BRK.B, Berkshire Hathaway Class B | Hold | 1,531,971 | $267.02 | $409M | — | — | |
| BN, Brookfield Corporation | Hold | 8,715,741 | $40.89 | $356M | — | — | |
| GOOG, Alphabet Class C | Add +1900.0% | 2,749,860 | $96.15 | $264M | +2,612,367 | −$36M | |
| HD, Home Depot | Hold | 920,000 | $275.94 | $254M | — | — | |
| DE, Deere | Hold | 755,800 | $333.89 | $252M | — | — | |
| DEO, Diageo | Hold | 1,350,208 | $169.81 | $229M | — | — | |
| AMZN, Amazon | Add +0.1% | 1,983,360 | $113.00 | $224M | +2,000 | +$14M | |
| DIS, Disney | Add +1.3% | 1,991,665 | $94.33 | $188M | +25,000 | +$2.2M | |
| V, Visa | Hold | 962,779 | $177.65 | $171M | — | — | |
| AAPL, Apple | Hold | 1,206,990 | $138.20 | $167M | — | — | |
| ADI, Analog Devices | Add +0.6% | 1,090,071 | $139.34 | $152M | +7,000 | −$6.3M | |
| RLI, RLI Corp | Hold | 1,197,272 | $102.38 | $123M | — | — | |
| BLK, BlackRock | Hold | 220,200 | $550.28 | $121M | — | — | |
| WSO, Watsco | Add +4.2% | 462,250 | $257.46 | $119M | +18,500 | +$13M | |
| ADM, Archer-Daniels-Midland | Hold | 1,463,300 | $80.45 | $118M | — | — | |
| LOW, Lowe's | Add +1.1% | 596,980 | $187.81 | $112M | +6,500 | +$9M | |
| TXN, Texas Instruments | Hold | 724,000 | $154.78 | $112M | — | — | |
| MSFT, Microsoft | Hold | 479,980 | $232.90 | $112M | — | — | |
| NVO, Novo Nordisk | Hold | 1,075,000 | $99.63 | $107M | — | — | |
| GS, Goldman Sachs | Add +3.6% | 357,360 | $293.05 | $105M | +12,500 | +$2.3M | |
| BX, Blackstone | Hold | 1,229,000 | $83.70 | $103M | — | — | |
| JNJ, Johnson & Johnson | Hold | 610,800 | $163.36 | $100M | — | — | |
| MMC, Marsh McLennan | Add +0.6% | 628,500 | $149.29 | $94M | +3,900 | −$3.1M | |
| PGR, Progressive | Hold | 753,750 | $116.21 | $88M | — | — | |
| GD, General Dynamics | Hold | 391,000 | $212.17 | $83M | — | — | |
| SCHW, Charles Schwab | Add +1.2% | 1,116,300 | $71.87 | $80M | +13,000 | +$11M | |
| AXP, American Express | Hold | 484,250 | $134.91 | $65M | — | — | |
| KKR | Add +0.2% | 1,427,023 | $43.00 | $61M | +2,215 | −$4.6M | |
| MSCI | Add +0.4% | 142,450 | $421.80 | $60M | +500 | +$1.6M | |
| ITW, Illinois Tool Works | Hold | 327,500 | $180.65 | $59M | — | — | |
| MA, Mastercard | Hold | 207,540 | $284.35 | $59M | — | — | |
| BF.A, Brown-Forman Class A | Hold | 843,000 | $67.56 | $57M | — | — | |
| REGN, Regeneron | Hold | 80,300 | $688.88 | $55M | — | — | |
| MCO, Moody's | Add +0.2% | 213,490 | $243.11 | $52M | +500 | −$6M | |
| NSC, Norfolk Southern | Hold | 229,500 | $209.65 | $48M | — | — | |
| CAT, Caterpillar | Hold | 287,500 | $164.08 | $47M | — | — | |
| APO, Apollo Global Management | Hold | 1,012,500 | $46.50 | $47M | — | — | |
| FDS, FactSet | Hold | 116,720 | $400.12 | $47M | — | — | |
| SPGI, S&P Global | Add +0.3% | 150,290 | $305.35 | $46M | +500 | −$4.6M | |
| SBUX, Starbucks | Hold | 532,318 | $84.26 | $45M | — | — | |
| ROL, Rollins | Add +1.0% | 1,275,275 | $34.68 | $44M | +13,000 | +$148K | |
| ACN, Accenture | Hold | 159,400 | $257.30 | $41M | — | — | |
| DG, Dollar General | Add +11.5% | 170,250 | $239.85 | $41M | +17,500 | +$3.3M | |
| ECL, Ecolab | Hold | 274,300 | $144.42 | $40M | — | — | |
| HEI, Heico | Hold | 343,144 | $114.62 | $39M | — | — | |
| NVR | Add +1.3% | 9,789 | $3,987 | $39M | +130 | +$354K | |
| WHR, Whirlpool | Hold | 282,049 | $134.81 | $38M | — | — | |
| GOOGL, Alphabet Class A | Add +2041.1% | 356,500 | $95.65 | $34M | +339,850 | −$2.2M | |
| CG, Carlyle Group | Add +5.7% | 1,307,000 | $25.84 | $34M | +70,000 | −$5.4M | |
| Activision Blizzard | Hold | 453,600 | $74.34 | $34M | — | — | |
| ROK, Rockwell Automation | Hold | 154,900 | $215.11 | $33M | — | — | |
| TROW, T. Rowe Price | Hold | 314,000 | $105.01 | $33M | — | — | |
| CVS, CVS Health | Hold | 332,000 | $95.37 | $32M | — | — | |
| BF.B, Brown-Forman Class B | Hold | 474,187 | $66.57 | $32M | — | — | |
| NKE, Nike | Hold | 366,000 | $83.12 | $30M | — | — | |
| ITIC, Investors Title Co. NC | Hold | 213,300 | $141.00 | $30M | — | — | |
| MMM, 3M | Hold | 269,750 | $110.51 | $30M | — | — | |
| Stericycle | Add +1.8% | 668,700 | $42.11 | $28M | +12,000 | −$634K | |
| SEIC, Sei Investments | Hold | 559,200 | $49.05 | $27M | — | — | |
| HGTY, Hagerty | Hold | 3,000,000 | $8.99 | $27M | — | — | |
| META, Meta Platforms | Add +7.5% | 197,781 | $135.68 | $27M | +13,752 | −$2.8M | |
| LIN, Linde | Hold | 94,400 | $269.59 | $25M | — | — | |
| TSN, Tyson Foods | Hold | 384,500 | $65.93 | $25M | — | — | |
| CMCSA, Comcast | Add +14.1% | 826,809 | $29.33 | $24M | +101,897 | −$4.2M | |
| JPM, JPMorgan Chase | Hold | 216,550 | $104.50 | $23M | — | — | |
| AON, Aon | Add +7.3% | 74,050 | $267.87 | $20M | +5,050 | +$1.2M | |
| Liberty Media | Hold | 522,000 | $37.71 | $20M | — | — | |
| SHW, Sherwin-Williams | Hold | 94,172 | $204.75 | $19M | — | — | |
| COST, Costco | Hold | 39,150 | $472.26 | $18M | — | — | |
| RTX | Hold | 224,000 | $81.86 | $18M | — | — | |
| ENOV, Enovis | Hold | 378,356 | $46.07 | $17M | — | — | |
| PAYX, Paychex | Hold | 150,000 | $112.21 | $17M | — | — | |
| UNP, Union Pacific | Hold | 85,778 | $194.82 | $17M | — | — | |
| Liberty Media | Hold | 426,000 | $38.07 | $16M | — | — | |
| ALL, Allstate | Add +9.8% | 128,550 | $124.54 | $16M | +11,500 | +$1.2M | |
| PEP, PepsiCo | Hold | 96,210 | $163.26 | $16M | — | — | |
| VRSK, Verisk | Add +8.4% | 90,000 | $170.56 | $15M | +7,000 | +$983K | |
| LBRDA, Liberty Broadband Series A | Hold | 205,250 | $74.61 | $15M | — | — | |
| HCSG, Healthcare Services Group | Hold | 1,200,500 | $12.09 | $15M | — | — | |
| TPL, Texas Pacific Land | Hold | 7,900 | $1,777 | $14M | — | — | |
| BK, BNY | Add +1.0% | 361,250 | $38.52 | $14M | +3,500 | −$1M | |
| CSCO, Cisco | Hold | 342,000 | $40.00 | $14M | — | — | |
| THG, Hanover Insurance Group | Add +34.2% | 102,000 | $128.14 | $13M | +26,000 | +$2M | |
| FDX, FedEx | Add +19.9% | 87,500 | $148.48 | $13M | +14,500 | −$3.6M | |
| LBRDA, Liberty Broadband Series C | Hold | 172,113 | $73.79 | $13M | — | — | |
| ESAB | Hold | 378,356 | $33.36 | $13M | — | — | |
| EFX, Equifax | Add +1.9% | 70,850 | $171.43 | $12M | +1,300 | −$565K | |
| AMT, American Tower | Hold | 51,910 | $214.70 | $11M | — | — | |
| NFLX, Netflix | Hold | 43,000 | $235.44 | $10M | — | — | |
| CABO, Cable One | Add +14.7% | 11,700 | $853.08 | $10M | +1,500 | −$3.2M | |
| CCK, Crown | Add +4.3% | 121,000 | $81.02 | $9.8M | +5,000 | −$889K | |
| HXL, Hexcel | Hold | 189,000 | $51.72 | $9.8M | — | — | |
| PM, Philip Morris International | Hold | 114,500 | $83.01 | $9.5M | — | — | |
| CARR, Carrier Global | Hold | 235,000 | $35.56 | $8.4M | — | — | |
| WFC, Wells Fargo | Add +2.6% | 200,450 | $40.22 | $8.1M | +5,000 | +$407K | |
| CBRL | Add +214.5% | 86,500 | $92.58 | $8M | +59,000 | +$5.7M | |
| OTIS, Otis Worldwide | Hold | 114,620 | $63.80 | $7.3M | — | — | |
| EA, Electronic Arts | Add +7.0% | 60,800 | $115.71 | $7M | +4,000 | +$125K | |
| O-I Glass | Add +0.1% | 468,700 | $12.95 | $6.1M | +600 | −$483K | |
| TRU, Transunion | Add +2.6% | 99,050 | $59.49 | $5.9M | +2,500 | −$1.8M | |
| MRVL, Marvell Technology | Add +52.9% | 130,000 | $42.91 | $5.6M | +45,000 | +$1.9M | |
| SONY, Sony | Add +60.2% | 79,596 | $64.06 | $5.1M | +29,916 | +$1M | |
| ODFL, Old Dominion Freight Line | Add +143.8% | 19,500 | $248.72 | $4.9M | +11,500 | +$2.8M | |
| LMT, Lockheed Martin | Hold | 10,863 | $386.27 | $4.2M | — | — | |
| TMO, Thermo Fisher Scientific | Add +20.0% | 7,800 | $507.18 | $4M | +1,300 | +$425K | |
| PYPL, PayPal | Add +55.4% | 34,597 | $86.11 | $3M | +12,336 | +$1.4M | |
| GHC, Graham | Hold | 5,200 | $537.88 | $2.8M | — | — | |
| LBTYA, Liberty Global | Hold | 179,000 | $15.59 | $2.8M | — | — | |
| WRB, Berkley | Hold | 40,500 | $64.59 | $2.6M | — | — | |
| SHOP, Shopify | Add +48.4% | 92,750 | $26.93 | $2.5M | +30,250 | +$545K | |
| BN, Brookfield Corporation | Hold | 60,101 | $40.91 | $2.5M | — | — | |
| SMG, Scotts Miracle-Gro | Add +144.7% | 57,500 | $42.75 | $2.5M | +34,000 | +$602K | |
| BALL, BALL Corp | Add +2.2% | 47,000 | $48.32 | $2.3M | +1,000 | −$893K | |
| SPOT, Spotify | Hold | 25,900 | $86.33 | $2.2M | — | — | |
| IFF, International Flavors & Fragrances | Hold | 23,000 | $90.83 | $2.1M | — | — | |
| CE, Celanese | Add +250.0% | 16,800 | $90.36 | $1.5M | +12,000 | +$954K | |
| ICE, Intercontinental Exchange | Add +215.8% | 16,171 | $90.35 | $1.5M | +11,051 | +$980K | |
| VNT, Vontier | Add +73.5% | 86,509 | $16.70 | $1.4M | +36,636 | +$299K | |
| WTW, Willis Towers Watson | Hold | 6,507 | $201.01 | $1.3M | — | — | |
| CSGP, CoStar Group | Hold | 18,600 | $69.68 | $1.3M | — | — | |
| TRUP, Trupanion | Reduce −84.0% | 21,377 | $59.41 | $1.3M | −112,023 | −$6.8M | |
| IT, Gartner | Add +50.0% | 4,500 | $276.67 | $1.2M | +1,500 | +$519K | |
| EMN, Eastman Chemical | Hold | 17,450 | $71.00 | $1.2M | — | — | |
| INTU, Intuit | Hold | 2,720 | $387.13 | $1.1M | — | — | |
| LAMR, Lamar Advertising | Hold | 8,500 | $82.47 | $701K | — | — | |
| AXTA, Axalta Coating Systems | Hold | 28,442 | $21.06 | $599K | — | — | |
| Duck Creek Technologies | Add +73.5% | 21,250 | $11.86 | $252K | +9,000 | +$70K | |
| UA, Under Armour | Add +52.9% | 38,691 | $5.97 | $231K | +13,387 | +$39K |
Showing top 50 of 129 by value
Exits / last held
Gone since 2022 Q2, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MTSI | Exit | 0 | $46.10 | $3.2M | −69,000 | −$3.2M |
Filings history
21 periods, with AUM normalized
| 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