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 | 7.00% | Hold | 1,114 | $468,711 | $522M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 6.34% | Hold | 1,531,971 | $308.90 | $473M | — | — |
| DE - Deere | 4.34% | Hold | 755,800 | $428.76 | $324M | — | — |
| HD - Home Depot | 3.90% | Hold | 920,000 | $315.86 | $291M | — | — |
| BN - Brookfield · CL A | 3.68% | New | 8,715,741 | $31.46 | $274M | +8,715,741 | +$274M |
| GOOG - Alphabet · CL C | 3.27% | Hold | 2,749,860 | $88.73 | $244M | — | — |
| DEO - Diageo | 3.23% | Hold | 1,350,208 | $178.19 | $241M | — | — |
| V - VISA · CL A | 2.68% | Add +0.1% | 963,261 | $207.76 | $200M | +482 | +$29M |
| ADI - Analog Devices | 2.44% | Add +1.7% | 1,109,071 | $164.03 | $182M | +19,000 | +$30M |
| DIS - Disney Walt | 2.34% | Add +0.7% | 2,005,665 | $86.88 | $174M | +14,000 | −$14M |
| AMZN - Amazon | 2.25% | Add +0.7% | 1,997,860 | $84.00 | $168M | +14,500 | −$56M |
| RLI - RLI Corp | 2.11% | Hold | 1,197,272 | $131.27 | $157M | — | — |
| AAPL - Apple | 2.10% | Hold | 1,206,990 | $129.93 | $157M | — | — |
| BLK - Blackrock | 2.09% | Hold | 220,200 | $708.63 | $156M | — | — |
| NVO - Novo-Nordisk A S | 1.95% | Hold | 1,075,000 | $135.34 | $145M | — | — |
| ADM - Archer Daniels Midland | 1.82% | Hold | 1,463,300 | $92.85 | $136M | — | — |
| WSO - Watsco | 1.67% | Add +8.2% | 500,250 | $249.40 | $125M | +38,000 | +$6M |
| GS - Goldman Sachs Group | 1.65% | Add +0.6% | 359,360 | $343.38 | $123M | +2,000 | +$19M |
| LOW - Lowes Cos | 1.62% | Add +1.6% | 606,480 | $199.24 | $121M | +9,500 | +$9M |
| TXN - Texas Instrs | 1.60% | Hold | 724,000 | $165.22 | $120M | — | — |
| MSFT - Microsoft | 1.54% | Hold | 479,980 | $239.82 | $115M | — | — |
| JNJ - Johnson & Johnson | 1.45% | Hold | 610,800 | $176.65 | $108M | — | — |
| MMC - Marsh & Mclennan Cos | 1.42% | Add +1.9% | 640,500 | $165.48 | $106M | +12,000 | +$12M |
| PGR - Progressive | 1.31% | Hold | 753,750 | $129.71 | $98M | — | — |
| GD - General Dynamics | 1.30% | Hold | 391,000 | $248.11 | $97M | — | — |
| SCHW - Schwab Charles | 1.27% | Add +1.7% | 1,135,300 | $83.26 | $95M | +19,000 | +$14M |
| BX - Blackstone | 1.22% | Hold | 1,229,000 | $74.19 | $91M | — | — |
| MA - Mastercard · CL A | 0.97% | Hold | 207,540 | $347.73 | $72M | — | — |
| ITW - Illinois Tool Wks | 0.97% | Hold | 327,500 | $220.30 | $72M | — | — |
| AXP - American Express | 0.96% | Hold | 484,250 | $147.75 | $72M | — | — |
| CAT - Caterpillar | 0.92% | Hold | 287,500 | $239.56 | $69M | — | — |
| MSCI - MSCI Inc | 0.89% | Add +0.3% | 142,850 | $465.17 | $66M | +400 | +$6M |
| KKR — | 0.89% | Hold | 1,427,023 | $46.42 | $66M | — | — |
| APO - Apollo Global Mgmt | 0.87% | Hold | 1,012,500 | $63.79 | $65M | — | — |
| BAM — · CL A | 0.84% | New | 2,193,958 | $28.67 | $63M | +2,193,958 | +$63M |
| MCO - Moodys | 0.80% | Add +0.2% | 213,890 | $278.62 | $60M | +400 | +$8M |
| NSC - Norfolk Southn | 0.76% | Hold | 229,500 | $246.42 | $57M | — | — |
| BF.A — · CL A | 0.74% | Hold | 843,000 | $65.76 | $55M | — | — |
| SBUX - Starbucks | 0.71% | Hold | 532,318 | $99.20 | $53M | — | — |
| SPGI - S&P Global | 0.68% | Add +0.3% | 150,690 | $334.94 | $50M | +400 | +$5M |
| Activision Blizzard | 0.64% | Add +36.8% | 620,600 | $76.55 | $48M | +167,000 | +$14M |
| ROL - Rollins | 0.64% | Add +1.8% | 1,297,775 | $36.54 | $47M | +22,500 | +$3M |
| FDS - Factset Resh Sys | 0.63% | Hold | 116,720 | $401.21 | $47M | — | — |
| NVR - NVR Inc | 0.62% | Add +2.5% | 10,029 | $4,613 | $46M | +240 | +$7M |
| DG - Dollar Gen | 0.61% | Add +8.8% | 185,250 | $246.25 | $46M | +15,000 | +$5M |
| NKE - NIKE · CL B | 0.58% | Add +0.8% | 368,900 | $117.01 | $43M | +2,900 | +$13M |
| ACN - Accenture Ireland · CLASS A | 0.57% | Hold | 159,400 | $266.84 | $43M | — | — |
| HEI - Heico · CL A | 0.57% | Add +3.4% | 354,644 | $119.85 | $43M | +11,500 | +$3M |
| ECL - Ecolab | 0.54% | Hold | 274,300 | $145.56 | $40M | — | — |
| WHR - Whirlpool | 0.53% | Hold | 282,049 | $141.46 | $40M | — | — |
| ROK - Rockwell Automation | 0.53% | Hold | 154,900 | $257.57 | $40M | — | — |
| CG - Carlyle Group | 0.53% | Add +1.5% | 1,327,000 | $29.84 | $40M | +20,000 | +$6M |
| MMM - 3M | 0.46% | Add +6.7% | 287,750 | $119.92 | $35M | +18,000 | +$5M |
| SEIC - Sei Invts | 0.46% | Add +5.4% | 589,200 | $58.30 | $34M | +30,000 | +$7M |
| TROW - T. Rowe Price | 0.46% | Hold | 314,000 | $109.06 | $34M | — | — |
| Stericycle | 0.45% | Add +0.4% | 671,071 | $49.89 | $33M | +2,371 | +$5M |
| GOOGL - Alphabet · CL A | 0.44% | Add +4.6% | 373,000 | $88.23 | $33M | +16,500 | −$1M |
| CMCSA - Comcast · CL A | 0.44% | Add +12.5% | 930,572 | $34.97 | $33M | +103,763 | +$8M |
| LIN - Linde | 0.43% | Add +4.2% | 98,400 | $326.18 | $32M | +4,000 | +$7M |
| ITIC - Investors Title Nc | 0.42% | Hold | 213,300 | $147.55 | $31M | — | — |
| BF.B - Brown Forman · CL B | 0.42% | Hold | 474,187 | $65.68 | $31M | — | — |
| CVS - Cvs Health | 0.41% | Hold | 332,000 | $93.19 | $31M | — | — |
| JPM - Jpmorgan Chase & | 0.39% | Hold | 216,550 | $134.10 | $29M | — | — |
| META - Meta Platforms · CL A | 0.37% | Add +15.3% | 228,017 | $120.34 | $27M | +30,236 | +$605K |
| LMT - Lockheed Martin | 0.37% | Add +418.9% | 56,363 | $486.49 | $27M | +45,500 | +$23M |
| HGTY - Hagerty · CL A | 0.34% | Hold | 3,000,000 | $8.41 | $25M | — | — |
| TSN - Tyson Foods · CL A | 0.32% | Add +0.7% | 387,000 | $62.25 | $24M | +2,500 | −$1M |
| AON - AON PLC · CL A | 0.32% | Add +8.1% | 80,050 | $300.14 | $24M | +6,000 | +$4M |
| RTX - Raytheon Technologies | 0.30% | Hold | 224,000 | $100.92 | $23M | — | — |
| SHW - Sherwin Williams | 0.30% | Hold | 94,172 | $237.33 | $22M | — | — |
| REGN - Regeneron Pharmaceuticals | 0.30% | Reduce −62.0% | 30,500 | $721.49 | $22M | −49,800 | −$33M |
| Liberty Media Del | 0.27% | Hold | 522,000 | $39.13 | $20M | — | — |
| CABO - Cable One | 0.25% | Add +128.2% | 26,700 | $711.86 | $19M | +15,000 | +$9M |
| FDX - Fedex | 0.25% | Add +22.3% | 107,000 | $173.20 | $19M | +19,500 | +$6M |
| COST - Costco Whsl | 0.24% | Hold | 39,150 | $456.50 | $18M | — | — |
| UNP - Union Pac | 0.24% | Hold | 85,778 | $207.07 | $18M | — | — |
| ESAB — | 0.24% | Add 0.0% | 378,357 | $46.92 | $18M | +1 | +$5M |
| ALL - Allstate | 0.23% | Hold | 128,550 | $135.60 | $17M | — | — |
| PEP - Pepsico | 0.23% | Hold | 96,210 | $180.66 | $17M | — | — |
| PAYX - Paychex | 0.23% | Hold | 150,000 | $115.56 | $17M | — | — |
| EFX - Equifax | 0.23% | Add +24.0% | 87,850 | $194.36 | $17M | +17,000 | +$5M |
| VRSK - Verisk Analytics | 0.23% | Add +6.7% | 96,000 | $176.42 | $17M | +6,000 | +$2M |
| Liberty Media Del | 0.22% | Hold | 426,000 | $39.31 | $17M | — | — |
| BK - Bank New York Mellon | 0.22% | Add +1.1% | 365,250 | $45.52 | $17M | +4,000 | +$3M |
| THG - Hanover Ins Group | 0.22% | Add +18.6% | 121,000 | $135.13 | $16M | +19,000 | +$3M |
| CSCO - Cisco Sys | 0.22% | Hold | 342,000 | $47.64 | $16M | — | — |
| LBRDA - Liberty Broadband | 0.21% | Hold | 205,250 | $75.85 | $16M | — | — |
| CCK - Crown | 0.20% | Add +47.1% | 178,000 | $82.21 | $15M | +57,000 | +$5M |
| HCSG - Healthcare Svcs Group | 0.19% | Hold | 1,200,500 | $12.00 | $14M | — | — |
| LBRDA - Liberty Broadband | 0.18% | Hold | 172,113 | $76.27 | $13M | — | — |
| NFLX - Netflix | 0.17% | Hold | 43,000 | $294.88 | $13M | — | — |
| PM - Philip Morris Intl | 0.16% | Hold | 114,500 | $101.21 | $12M | — | — |
| HXL - Hexcel | 0.15% | Hold | 189,000 | $58.85 | $11M | — | — |
| AMT - American Tower | 0.15% | Hold | 51,910 | $211.86 | $11M | — | — |
| ODFL - Old Dominion Freight | 0.14% | Add +92.3% | 37,500 | $283.78 | $11M | +18,000 | +$6M |
| CARR - Carrier Global | 0.13% | Hold | 235,000 | $41.25 | $10M | — | — |
| ENOV - Enovis | 0.13% | Reduce −52.9% | 178,356 | $53.52 | $10M | −200,000 | −$8M |
| CBRL — | 0.12% | Add +12.1% | 97,000 | $94.74 | $9M | +10,500 | +$1M |
| OTIS - Otis Worldwide | 0.12% | Hold | 114,620 | $78.31 | $9M | — | — |
| WFC - Wells Fargo | 0.11% | Add +2.0% | 204,450 | $41.29 | $8M | +4,000 | +$379K |
| O-I Glass | 0.10% | Add 0.0% | 468,900 | $16.57 | $8M | +200 | +$2M |
| SONY - SONY Group | 0.10% | Add +25.2% | 99,649 | $76.28 | $8M | +20,053 | +$3M |
| EA - Electronic Arts | 0.10% | Hold | 60,800 | $122.18 | $7M | — | — |
| SMG - Scotts Miracle-Gro · CL A | 0.08% | Add +124.8% | 129,235 | $48.59 | $6M | +71,735 | +$4M |
| MRVL - Marvell Technology | 0.08% | Add +23.1% | 160,000 | $37.04 | $6M | +30,000 | +$348K |
| TRU - Transunion | 0.08% | Add +2.0% | 101,050 | $56.75 | $6M | +2,000 | −$157K |
| CE - Celanese Del | 0.06% | Add +172.6% | 45,800 | $102.24 | $5M | +29,000 | +$3M |
| TMO - Thermo Fisher Scientific | 0.06% | Add +5.1% | 8,200 | $550.69 | $5M | +400 | +$560K |
| SHOP - Shopify · CL A | 0.05% | Add +10.8% | 102,750 | $34.71 | $4M | +10,000 | +$1M |
| PYPL - Paypal | 0.05% | Add +40.8% | 48,713 | $71.22 | $3M | +14,116 | +$490K |
| LBTYA - Liberty Global · CL A | 0.05% | Hold | 179,000 | $18.93 | $3M | — | — |
| GHC - Graham · CL B | 0.04% | Hold | 5,200 | $604.21 | $3M | — | — |
| WRB - Berkley W R | 0.04% | Hold | 40,500 | $72.57 | $3M | — | — |
| EMN - Eastman Chem | 0.04% | Add +86.0% | 32,450 | $81.44 | $3M | +15,000 | +$1M |
| BALL - BALL Corp | 0.03% | Add +8.5% | 51,000 | $51.14 | $3M | +4,000 | +$337K |
| RNR - Renaissancere | 0.03% | Add +600.0% | 14,000 | $184.23 | $3M | +12,000 | +$2M |
| IFF - International Flavors & Fragrances | 0.03% | Hold | 23,000 | $104.84 | $2M | — | — |
| KMX - Carmax | 0.03% | New | 35,000 | $60.89 | $2M | +35,000 | +$2M |
| SPOT - Spotify Technology S A | 0.03% | Hold | 25,900 | $78.95 | $2M | — | — |
| IT - Gartner | 0.03% | Add +26.7% | 5,700 | $336.14 | $2M | +1,200 | +$671K |
| VNT - Vontier | 0.03% | Add +14.4% | 98,971 | $19.33 | $2M | +12,462 | +$468K |
| BN - Brookfield Reins · CL A | 0.03% | New | 60,101 | $31.29 | $2M | +60,101 | +$2M |
| WTW - Willis Towers Watson | 0.02% | Add +17.0% | 7,615 | $244.58 | $2M | +1,108 | +$554K |
| ICE - Intercontinental Exchange | 0.02% | Add +9.2% | 17,665 | $102.59 | $2M | +1,494 | +$351K |
| CSGP - Costar Group | 0.02% | Hold | 18,600 | $77.28 | $1M | — | — |
| TGT - Target | 0.01% | New | 7,500 | $149.04 | $1M | +7,500 | +$1M |
| INTU - Intuit | 0.01% | Hold | 2,720 | $389.22 | $1M | — | — |
| LAMR - Lamar Advertising · CL A | 0.01% | Hold | 8,500 | $94.40 | $802K | — | — |
| Dun & Bradstreet | 0.01% | New | 65,000 | $12.26 | $797K | +65,000 | +$797K |
| AXTA - Axalta Coating Sys | 0.01% | Hold | 28,442 | $25.47 | $724K | — | — |
| COF - Capital One Finl | 0.01% | New | 7,500 | $92.96 | $697K | +7,500 | +$697K |
| LPLA - Lpl Finl | 0.01% | New | 2,681 | $216.17 | $580K | +2,681 | +$580K |
| Duck Creek Technologies | 0.00% | Add +18.8% | 25,250 | $12.05 | $304K | +4,000 | +$52K |
Showing top 50 of 133 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BN - Brookfield Asset Mgmt · CL A | 5.26% | Exit | 0 | $40.89 | $356M | −8,715,741 | −$356M |
| TPL - Texas Pacific Land | 0.21% | Exit | 0 | $1,777 | $14M | −7,900 | −$14M |
| BN - Brookfield Asset Mgmt Reins · CL A | 0.04% | Exit | 0 | $40.91 | $2M | −60,101 | −$2M |
| TRUP - Trupanion | 0.02% | Exit | 0 | $59.41 | $1M | −21,377 | −$1M |
| UA - Under Armour · CL C | — | Exit | 0 | $5.97 | $231K | −38,691 | −$231K |
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