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 | 6.60% | Hold | 1,114 | $465,600 | $519M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 6.02% | Hold | 1,531,971 | $308.77 | $473M | — | — |
| DE - Deere | 3.97% | Hold | 755,800 | $412.88 | $312M | — | — |
| GOOG - Alphabet · CL C | 3.64% | Hold | 2,749,860 | $104.00 | $286M | — | — |
| BN - Brookfield · CL A | 3.61% | Hold | 8,715,741 | $32.59 | $284M | — | — |
| HD - Home Depot | 3.45% | Hold | 920,000 | $295.12 | $272M | — | — |
| DEO - Diageo | 3.11% | Hold | 1,350,208 | $181.18 | $245M | — | — |
| ADI - Analog Devices | 2.80% | Add +0.6% | 1,116,071 | $197.22 | $220M | +7,000 | +$38M |
| V - VISA · CL A | 2.77% | Add +0.1% | 964,320 | $225.46 | $217M | +1,059 | +$17M |
| AMZN - Amazon | 2.64% | Add +0.6% | 2,009,360 | $103.29 | $208M | +11,500 | +$40M |
| DIS - Disney Walt | 2.57% | Add +0.6% | 2,018,665 | $100.13 | $202M | +13,000 | +$28M |
| AAPL - Apple | 2.53% | Hold | 1,206,990 | $164.90 | $199M | — | — |
| NVO - Novo-Nordisk A S | 2.18% | Hold | 1,075,000 | $159.14 | $171M | — | — |
| WSO - Watsco | 2.14% | Add +5.7% | 528,750 | $318.16 | $168M | +28,500 | +$43M |
| RLI - RLI Corp | 2.02% | Hold | 1,197,272 | $132.91 | $159M | — | — |
| BLK - Blackrock | 1.87% | Hold | 220,200 | $669.12 | $147M | — | — |
| MSFT - Microsoft | 1.76% | Hold | 479,980 | $288.30 | $138M | — | — |
| TXN - Texas Instrs | 1.71% | Hold | 724,000 | $186.01 | $135M | — | — |
| LOW - Lowes Cos | 1.58% | Add +2.1% | 619,480 | $199.97 | $124M | +13,000 | +$3M |
| GS - Goldman Sachs Group | 1.50% | Hold | 359,360 | $327.11 | $118M | — | — |
| ADM - Archer Daniels Midland | 1.48% | Hold | 1,463,300 | $79.66 | $117M | — | — |
| MMC - Marsh & Mclennan Cos | 1.38% | Add +1.6% | 650,500 | $166.55 | $108M | +10,000 | +$2M |
| BX - Blackstone | 1.37% | Hold | 1,229,000 | $87.84 | $108M | — | — |
| PGR - Progressive | 1.37% | Hold | 753,750 | $143.06 | $108M | — | — |
| JNJ - Johnson & Johnson | 1.20% | Hold | 610,800 | $155.00 | $95M | — | — |
| GD - General Dynamics | 1.14% | Hold | 391,000 | $228.21 | $89M | — | — |
| MSCI - MSCI Inc | 1.02% | Hold | 142,850 | $559.69 | $80M | — | — |
| AXP - American Express | 1.02% | Hold | 484,250 | $164.95 | $80M | — | — |
| ITW - Illinois Tool Wks | 1.01% | Hold | 327,500 | $243.45 | $80M | — | — |
| MA - Mastercard · CL A | 0.96% | Hold | 207,540 | $363.41 | $75M | — | — |
| KKR — | 0.95% | Hold | 1,427,023 | $52.52 | $75M | — | — |
| BAM — · CL A | 0.91% | Hold | 2,193,958 | $32.72 | $72M | — | — |
| CAT - Caterpillar | 0.84% | Hold | 287,500 | $228.84 | $66M | — | — |
| MCO - Moodys | 0.83% | Hold | 213,890 | $306.02 | $65M | — | — |
| APO - Apollo Global Mgmt | 0.81% | Hold | 1,012,500 | $63.16 | $64M | — | — |
| SCHW - Schwab Charles | 0.78% | Add +2.8% | 1,166,672 | $52.38 | $61M | +31,372 | −$33M |
| DG - Dollar Gen | 0.75% | Add +50.7% | 279,250 | $210.46 | $59M | +94,000 | +$13M |
| NVR - NVR Inc | 0.73% | Add +2.3% | 10,264 | $5,572 | $57M | +235 | +$11M |
| Activision Blizzard | 0.71% | Add +4.8% | 650,600 | $85.59 | $56M | +30,000 | +$8M |
| SBUX - Starbucks | 0.71% | Hold | 532,318 | $104.13 | $55M | — | — |
| GOOGL - Alphabet · CL A | 0.70% | Add +42.9% | 533,000 | $103.73 | $55M | +160,000 | +$22M |
| BF.A — · CL A | 0.70% | Hold | 843,000 | $65.19 | $55M | — | — |
| SPGI - S&P Global | 0.66% | Hold | 150,690 | $344.77 | $52M | — | — |
| META - Meta Platforms · CL A | 0.65% | Add +6.3% | 242,281 | $211.94 | $51M | +14,264 | +$24M |
| HEI - Heico · CL A | 0.64% | Add +4.5% | 370,644 | $135.90 | $50M | +16,000 | +$8M |
| ROL - Rollins | 0.63% | Add +1.8% | 1,321,275 | $37.53 | $50M | +23,500 | +$2M |
| NSC - Norfolk Southn | 0.62% | Hold | 229,500 | $212.00 | $49M | — | — |
| FDS - Factset Resh Sys | 0.62% | Hold | 116,720 | $415.09 | $48M | — | — |
| ACN - Accenture Ireland · CLASS A | 0.58% | Hold | 159,400 | $285.81 | $46M | — | — |
| ROK - Rockwell Automation | 0.58% | Hold | 154,900 | $293.45 | $45M | — | — |
| ECL - Ecolab | 0.58% | Hold | 274,300 | $165.53 | $45M | — | — |
| NKE - NIKE · CL B | 0.58% | Hold | 368,900 | $122.64 | $45M | — | — |
| CG - Carlyle Group | 0.52% | Hold | 1,327,000 | $31.06 | $41M | — | — |
| CMCSA - Comcast · CL A | 0.49% | Add +8.1% | 1,005,716 | $37.91 | $38M | +75,144 | +$6M |
| LIN - Linde | 0.47% | New | 104,900 | $355.44 | $37M | +104,900 | +$37M |
| WHR - Whirlpool | 0.47% | Hold | 282,049 | $132.02 | $37M | — | — |
| TROW - T. Rowe Price | 0.45% | Hold | 314,000 | $112.90 | $35M | — | — |
| SEIC - Sei Invts | 0.43% | Hold | 589,200 | $57.55 | $34M | — | — |
| ITIC - Investors Title Nc | 0.41% | Hold | 213,300 | $151.00 | $32M | — | — |
| MMM - 3M | 0.39% | Add +2.1% | 293,750 | $105.11 | $31M | +6,000 | −$4M |
| BF.B - Brown Forman · CL B | 0.39% | Hold | 474,187 | $64.27 | $30M | — | — |
| Stericycle | 0.37% | Hold | 671,071 | $43.61 | $29M | — | — |
| JPM - Jpmorgan Chase & | 0.36% | Hold | 216,550 | $130.31 | $28M | — | — |
| FDX - Fedex | 0.35% | Add +12.1% | 120,000 | $228.49 | $27M | +13,000 | +$9M |
| AON - AON PLC · CL A | 0.35% | Add +8.1% | 86,550 | $315.29 | $27M | +6,500 | +$3M |
| LMT - Lockheed Martin | 0.34% | Hold | 56,363 | $472.73 | $27M | — | — |
| HGTY - Hagerty · CL A | 0.33% | Hold | 3,000,000 | $8.74 | $26M | — | — |
| CVS - Cvs Health | 0.31% | Hold | 332,000 | $74.31 | $25M | — | — |
| TSN - Tyson Foods · CL A | 0.31% | Add +6.7% | 413,000 | $59.32 | $24M | +26,000 | +$408K |
| RTX - Raytheon Technologies | 0.28% | Hold | 224,000 | $97.93 | $22M | — | — |
| SHW - Sherwin Williams | 0.27% | Hold | 94,172 | $224.77 | $21M | — | — |
| ESAB — | 0.26% | Reduce −7.9% | 348,356 | $59.07 | $21M | −30,001 | +$3M |
| VRSK - Verisk Analytics | 0.25% | Add +6.8% | 102,500 | $191.86 | $20M | +6,500 | +$3M |
| COST - Costco Whsl | 0.25% | Hold | 39,150 | $496.87 | $19M | — | — |
| CABO - Cable One | 0.24% | Hold | 26,700 | $702.00 | $19M | — | — |
| CSCO - Cisco Sys | 0.23% | Hold | 342,000 | $52.28 | $18M | — | — |
| EFX - Equifax | 0.23% | Hold | 87,850 | $202.84 | $18M | — | — |
| THG - Hanover Ins Group | 0.23% | Add +14.0% | 138,000 | $128.50 | $18M | +17,000 | +$1M |
| PEP - Pepsico | 0.22% | Hold | 96,210 | $182.30 | $18M | — | — |
| UNP - Union Pac | 0.22% | Hold | 85,778 | $201.26 | $17M | — | — |
| ODFL - Old Dominion Freight | 0.22% | Add +34.7% | 50,500 | $340.84 | $17M | +13,000 | +$7M |
| PAYX - Paychex | 0.22% | Hold | 150,000 | $114.59 | $17M | — | — |
| LBRDA - Liberty Broadband | 0.21% | Hold | 205,250 | $82.12 | $17M | — | — |
| BK - Bank New York Mellon | 0.21% | Hold | 365,250 | $45.44 | $17M | — | — |
| CCK - Crown | 0.20% | Add +5.6% | 188,000 | $82.71 | $16M | +10,000 | +$916K |
| Liberty Media Del | 0.19% | Hold | 522,000 | $27.99 | $15M | — | — |
| ALL - Allstate | 0.18% | Hold | 128,550 | $110.81 | $14M | — | — |
| LBRDA - Liberty Broadband | 0.18% | Hold | 172,113 | $81.70 | $14M | — | — |
| HXL - Hexcel | 0.16% | Hold | 189,000 | $68.25 | $13M | — | — |
| CBRL — | 0.16% | Add +13.4% | 110,000 | $113.60 | $12M | +13,000 | +$3M |
| Liberty Media Del | 0.15% | Hold | 426,000 | $28.09 | $12M | — | — |
| PM - Philip Morris Intl | 0.14% | Hold | 114,500 | $97.25 | $11M | — | — |
| CARR - Carrier Global | 0.14% | Hold | 235,000 | $45.75 | $11M | — | — |
| O-I Glass | 0.14% | Hold | 468,900 | $22.71 | $11M | — | — |
| AMT - American Tower | 0.13% | Hold | 51,910 | $204.34 | $11M | — | — |
| SMG - Scotts Miracle-Gro · CL A | 0.13% | Add +15.9% | 149,735 | $69.74 | $10M | +20,500 | +$4M |
| EA - Electronic Arts | 0.12% | Add +32.9% | 80,800 | $120.45 | $10M | +20,000 | +$2M |
| OTIS - Otis Worldwide | 0.12% | Hold | 114,620 | $84.40 | $10M | — | — |
| SONY - SONY Group | 0.12% | Add +5.5% | 105,121 | $90.65 | $10M | +5,472 | +$2M |
| WFC - Wells Fargo | 0.10% | Hold | 204,450 | $37.38 | $8M | — | — |
| HCSG - Healthcare Svcs Group | 0.09% | Reduce −57.7% | 508,000 | $13.87 | $7M | −692,500 | −$7M |
| MRVL - Marvell Technology | 0.09% | Hold | 160,000 | $43.30 | $7M | — | — |
| CE - Celanese Del | 0.09% | Add +37.1% | 62,800 | $108.89 | $7M | +17,000 | +$2M |
| TRU - Transunion | 0.08% | Hold | 101,050 | $62.14 | $6M | — | — |
| TGT - Target | 0.07% | Add +313.3% | 31,000 | $165.63 | $5M | +23,500 | +$4M |
| SHOP - Shopify · CL A | 0.06% | Hold | 102,750 | $47.94 | $5M | — | — |
| RNR - Renaissancere | 0.06% | Add +71.4% | 24,000 | $200.34 | $5M | +10,000 | +$2M |
| TMO - Thermo Fisher Scientific | 0.06% | Hold | 8,200 | $576.37 | $5M | — | — |
| PYPL - Paypal | 0.06% | Add +22.9% | 59,877 | $75.94 | $5M | +11,164 | +$1M |
| COF - Capital One Finl | 0.06% | Add +513.3% | 46,000 | $96.16 | $4M | +38,500 | +$4M |
| EMN - Eastman Chem | 0.05% | Add +53.9% | 49,950 | $84.34 | $4M | +17,500 | +$2M |
| LPLA - Lpl Finl | 0.05% | Add +633.7% | 19,670 | $202.40 | $4M | +16,989 | +$3M |
| KMX - Carmax | 0.05% | Add +60.0% | 56,000 | $64.28 | $4M | +21,000 | +$1M |
| LBTYA - Liberty Global · CL A | 0.04% | Hold | 179,000 | $19.50 | $3M | — | — |
| SPOT - Spotify Technology S A | 0.04% | Hold | 25,900 | $133.62 | $3M | — | — |
| ICE - Intercontinental Exchange | 0.04% | Add +87.2% | 33,077 | $104.29 | $3M | +15,412 | +$2M |
| GHC - Graham · CL B | 0.04% | Hold | 5,200 | $595.84 | $3M | — | — |
| VNT - Vontier | 0.04% | Add +12.0% | 110,853 | $27.34 | $3M | +11,882 | +$1M |
| IQV - IQVIA | 0.04% | New | 14,659 | $198.89 | $3M | +14,659 | +$3M |
| BALL - BALL Corp | 0.04% | Hold | 51,000 | $55.11 | $3M | — | — |
| WRB - Berkley W R | 0.03% | Hold | 40,500 | $62.26 | $3M | — | — |
| IFF - International Flavors & Fragrances | 0.03% | Hold | 23,000 | $91.96 | $2M | — | — |
| WTW - Willis Towers Watson | 0.03% | Add +13.3% | 8,627 | $232.38 | $2M | +1,012 | +$142K |
| BN - Brookfield Reins · CL A | 0.03% | Hold | 60,101 | $32.98 | $2M | — | — |
| IT - Gartner | 0.02% | Hold | 5,700 | $325.77 | $2M | — | — |
| Skyward Specialty Ins Group | 0.02% | New | 60,064 | $21.87 | $1M | +60,064 | +$1M |
| CSGP - Costar Group | 0.02% | Hold | 18,600 | $68.85 | $1M | — | — |
| INTU - Intuit | 0.02% | Hold | 2,720 | $445.83 | $1M | — | — |
| Dun & Bradstreet | 0.01% | Add +23.1% | 80,000 | $11.74 | $939K | +15,000 | +$142K |
| LAMR - Lamar Advertising · CL A | 0.01% | Hold | 8,500 | $99.89 | $849K | — | — |
Showing top 50 of 130 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| LIN - Linde | 0.43% | Exit | 0 | $326.18 | $32M | −98,400 | −$32M |
| REGN - Regeneron Pharmaceuticals | 0.30% | Exit | 0 | $721.48 | $22M | −30,500 | −$22M |
| NFLX - Netflix | 0.17% | Exit | 0 | $294.88 | $13M | −43,000 | −$13M |
| ENOV - Enovis | 0.13% | Exit | 0 | $53.52 | $10M | −178,356 | −$10M |
| AXTA - Axalta Coating Sys | 0.01% | Exit | 0 | $25.46 | $724K | −28,442 | −$724K |
| Duck Creek Technologies | — | Exit | 0 | $12.04 | $304K | −25,250 | −$304K |
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