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 | $465,600 | $519M | — | — | |
| BRK.B, Berkshire Hathaway Class B | Hold | 1,531,971 | $308.77 | $473M | — | — | |
| DE, Deere | Hold | 755,800 | $412.88 | $312M | — | — | |
| GOOG, Alphabet Class C | Hold | 2,749,860 | $104.00 | $286M | — | — | |
| BN, Brookfield Corporation | Hold | 8,715,741 | $32.59 | $284M | — | — | |
| HD, Home Depot | Hold | 920,000 | $295.12 | $272M | — | — | |
| DEO, Diageo | Hold | 1,350,208 | $181.18 | $245M | — | — | |
| ADI, Analog Devices | Add +0.6% | 1,116,071 | $197.22 | $220M | +7,000 | +$38M | |
| V, Visa | Add +0.1% | 964,320 | $225.46 | $217M | +1,059 | +$17M | |
| AMZN, Amazon | Add +0.6% | 2,009,360 | $103.29 | $208M | +11,500 | +$40M | |
| DIS, Disney | Add +0.6% | 2,018,665 | $100.13 | $202M | +13,000 | +$28M | |
| AAPL, Apple | Hold | 1,206,990 | $164.90 | $199M | — | — | |
| NVO, Novo Nordisk | Hold | 1,075,000 | $159.14 | $171M | — | — | |
| WSO, Watsco | Add +5.7% | 528,750 | $318.16 | $168M | +28,500 | +$43M | |
| RLI, RLI Corp | Hold | 1,197,272 | $132.91 | $159M | — | — | |
| BLK, BlackRock | Hold | 220,200 | $669.12 | $147M | — | — | |
| MSFT, Microsoft | Hold | 479,980 | $288.30 | $138M | — | — | |
| TXN, Texas Instruments | Hold | 724,000 | $186.01 | $135M | — | — | |
| LOW, Lowe's | Add +2.1% | 619,480 | $199.97 | $124M | +13,000 | +$3M | |
| GS, Goldman Sachs | Hold | 359,360 | $327.11 | $118M | — | — | |
| ADM, Archer-Daniels-Midland | Hold | 1,463,300 | $79.66 | $117M | — | — | |
| MMC, Marsh McLennan | Add +1.6% | 650,500 | $166.55 | $108M | +10,000 | +$2.4M | |
| BX, Blackstone | Hold | 1,229,000 | $87.84 | $108M | — | — | |
| PGR, Progressive | Hold | 753,750 | $143.06 | $108M | — | — | |
| JNJ, Johnson & Johnson | Hold | 610,800 | $155.00 | $95M | — | — | |
| GD, General Dynamics | Hold | 391,000 | $228.21 | $89M | — | — | |
| MSCI | Hold | 142,850 | $559.69 | $80M | — | — | |
| AXP, American Express | Hold | 484,250 | $164.95 | $80M | — | — | |
| ITW, Illinois Tool Works | Hold | 327,500 | $243.45 | $80M | — | — | |
| MA, Mastercard | Hold | 207,540 | $363.41 | $75M | — | — | |
| KKR | Hold | 1,427,023 | $52.52 | $75M | — | — | |
| BAM, Brookfield Asset Management | Hold | 2,193,958 | $32.72 | $72M | — | — | |
| CAT, Caterpillar | Hold | 287,500 | $228.84 | $66M | — | — | |
| MCO, Moody's | Hold | 213,890 | $306.02 | $65M | — | — | |
| APO, Apollo Global Management | Hold | 1,012,500 | $63.16 | $64M | — | — | |
| SCHW, Charles Schwab | Add +2.8% | 1,166,672 | $52.38 | $61M | +31,372 | −$33M | |
| DG, Dollar General | Add +50.7% | 279,250 | $210.46 | $59M | +94,000 | +$13M | |
| NVR | Add +2.3% | 10,264 | $5,572 | $57M | +235 | +$11M | |
| Activision Blizzard | Add +4.8% | 650,600 | $85.59 | $56M | +30,000 | +$8.2M | |
| SBUX, Starbucks | Hold | 532,318 | $104.13 | $55M | — | — | |
| GOOGL, Alphabet Class A | Add +42.9% | 533,000 | $103.73 | $55M | +160,000 | +$22M | |
| BF.A, Brown-Forman Class A | Hold | 843,000 | $65.19 | $55M | — | — | |
| SPGI, S&P Global | Hold | 150,690 | $344.77 | $52M | — | — | |
| META, Meta Platforms | Add +6.3% | 242,281 | $211.94 | $51M | +14,264 | +$24M | |
| HEI, Heico | Add +4.5% | 370,644 | $135.90 | $50M | +16,000 | +$7.9M | |
| ROL, Rollins | Add +1.8% | 1,321,275 | $37.53 | $50M | +23,500 | +$2.2M | |
| NSC, Norfolk Southern | Hold | 229,500 | $212.00 | $49M | — | — | |
| FDS, FactSet | Hold | 116,720 | $415.09 | $48M | — | — | |
| ACN, Accenture | Hold | 159,400 | $285.81 | $46M | — | — | |
| ROK, Rockwell Automation | Hold | 154,900 | $293.45 | $45M | — | — | |
| ECL, Ecolab | Hold | 274,300 | $165.53 | $45M | — | — | |
| NKE, Nike | Hold | 368,900 | $122.64 | $45M | — | — | |
| CG, Carlyle Group | Hold | 1,327,000 | $31.06 | $41M | — | — | |
| CMCSA, Comcast | Add +8.1% | 1,005,716 | $37.91 | $38M | +75,144 | +$5.6M | |
| LIN, Linde | New | 104,900 | $355.44 | $37M | +104,900 | +$37M | |
| WHR, Whirlpool | Hold | 282,049 | $132.02 | $37M | — | — | |
| TROW, T. Rowe Price | Hold | 314,000 | $112.90 | $35M | — | — | |
| SEIC, Sei Investments | Hold | 589,200 | $57.55 | $34M | — | — | |
| ITIC, Investors Title Co. NC | Hold | 213,300 | $151.00 | $32M | — | — | |
| MMM, 3M | Add +2.1% | 293,750 | $105.11 | $31M | +6,000 | −$3.6M | |
| BF.B, Brown-Forman Class B | Hold | 474,187 | $64.27 | $30M | — | — | |
| Stericycle | Hold | 671,071 | $43.61 | $29M | — | — | |
| JPM, JPMorgan Chase | Hold | 216,550 | $130.31 | $28M | — | — | |
| FDX, FedEx | Add +12.1% | 120,000 | $228.49 | $27M | +13,000 | +$8.9M | |
| AON, Aon | Add +8.1% | 86,550 | $315.29 | $27M | +6,500 | +$3.3M | |
| LMT, Lockheed Martin | Hold | 56,363 | $472.73 | $27M | — | — | |
| HGTY, Hagerty | Hold | 3,000,000 | $8.74 | $26M | — | — | |
| CVS, CVS Health | Hold | 332,000 | $74.31 | $25M | — | — | |
| TSN, Tyson Foods | Add +6.7% | 413,000 | $59.32 | $24M | +26,000 | +$408K | |
| RTX | Hold | 224,000 | $97.93 | $22M | — | — | |
| SHW, Sherwin-Williams | Hold | 94,172 | $224.77 | $21M | — | — | |
| ESAB | Reduce −7.9% | 348,356 | $59.07 | $21M | −30,001 | +$2.8M | |
| VRSK, Verisk | Add +6.8% | 102,500 | $191.86 | $20M | +6,500 | +$2.7M | |
| COST, Costco | Hold | 39,150 | $496.87 | $19M | — | — | |
| CABO, Cable One | Hold | 26,700 | $702.00 | $19M | — | — | |
| CSCO, Cisco | Hold | 342,000 | $52.28 | $18M | — | — | |
| EFX, Equifax | Hold | 87,850 | $202.84 | $18M | — | — | |
| THG, Hanover Insurance Group | Add +14.0% | 138,000 | $128.50 | $18M | +17,000 | +$1.4M | |
| PEP, PepsiCo | Hold | 96,210 | $182.30 | $18M | — | — | |
| UNP, Union Pacific | Hold | 85,778 | $201.26 | $17M | — | — | |
| ODFL, Old Dominion Freight Line | Add +34.7% | 50,500 | $340.84 | $17M | +13,000 | +$6.6M | |
| PAYX, Paychex | Hold | 150,000 | $114.59 | $17M | — | — | |
| LBRDA, Liberty Broadband Series A | Hold | 205,250 | $82.12 | $17M | — | — | |
| BK, BNY | Hold | 365,250 | $45.44 | $17M | — | — | |
| CCK, Crown | Add +5.6% | 188,000 | $82.71 | $16M | +10,000 | +$916K | |
| Liberty Media | Hold | 522,000 | $27.99 | $15M | — | — | |
| ALL, Allstate | Hold | 128,550 | $110.81 | $14M | — | — | |
| LBRDA, Liberty Broadband Series C | Hold | 172,113 | $81.70 | $14M | — | — | |
| HXL, Hexcel | Hold | 189,000 | $68.25 | $13M | — | — | |
| CBRL | Add +13.4% | 110,000 | $113.60 | $12M | +13,000 | +$3.3M | |
| Liberty Media | Hold | 426,000 | $28.09 | $12M | — | — | |
| PM, Philip Morris International | Hold | 114,500 | $97.25 | $11M | — | — | |
| CARR, Carrier Global | Hold | 235,000 | $45.75 | $11M | — | — | |
| O-I Glass | Hold | 468,900 | $22.71 | $11M | — | — | |
| AMT, American Tower | Hold | 51,910 | $204.34 | $11M | — | — | |
| SMG, Scotts Miracle-Gro | Add +15.9% | 149,735 | $69.74 | $10M | +20,500 | +$4.2M | |
| EA, Electronic Arts | Add +32.9% | 80,800 | $120.45 | $9.7M | +20,000 | +$2.3M | |
| OTIS, Otis Worldwide | Hold | 114,620 | $84.40 | $9.7M | — | — | |
| SONY, Sony | Add +5.5% | 105,121 | $90.65 | $9.5M | +5,472 | +$1.9M | |
| WFC, Wells Fargo | Hold | 204,450 | $37.38 | $7.6M | — | — | |
| HCSG, Healthcare Services Group | Reduce −57.7% | 508,000 | $13.87 | $7M | −692,500 | −$7.4M | |
| MRVL, Marvell Technology | Hold | 160,000 | $43.30 | $6.9M | — | — | |
| CE, Celanese | Add +37.1% | 62,800 | $108.89 | $6.8M | +17,000 | +$2.2M | |
| TRU, Transunion | Hold | 101,050 | $62.14 | $6.3M | — | — | |
| TGT, Target | Add +313.3% | 31,000 | $165.63 | $5.1M | +23,500 | +$4M | |
| SHOP, Shopify | Hold | 102,750 | $47.94 | $4.9M | — | — | |
| RNR, RenaissanceRe | Add +71.4% | 24,000 | $200.34 | $4.8M | +10,000 | +$2.2M | |
| TMO, Thermo Fisher Scientific | Hold | 8,200 | $576.37 | $4.7M | — | — | |
| PYPL, PayPal | Add +22.9% | 59,877 | $75.94 | $4.5M | +11,164 | +$1.1M | |
| COF, Capital One | Add +513.3% | 46,000 | $96.16 | $4.4M | +38,500 | +$3.7M | |
| EMN, Eastman Chemical | Add +53.9% | 49,950 | $84.34 | $4.2M | +17,500 | +$1.6M | |
| LPLA, LPL Financial | Add +633.7% | 19,670 | $202.40 | $4M | +16,989 | +$3.4M | |
| KMX, CarMax | Add +60.0% | 56,000 | $64.28 | $3.6M | +21,000 | +$1.5M | |
| LBTYA, Liberty Global | Hold | 179,000 | $19.50 | $3.5M | — | — | |
| SPOT, Spotify | Hold | 25,900 | $133.62 | $3.5M | — | — | |
| ICE, Intercontinental Exchange | Add +87.2% | 33,077 | $104.29 | $3.4M | +15,412 | +$1.6M | |
| GHC, Graham | Hold | 5,200 | $595.84 | $3.1M | — | — | |
| VNT, Vontier | Add +12.0% | 110,853 | $27.34 | $3M | +11,882 | +$1.1M | |
| IQV, IQVIA | New | 14,659 | $198.89 | $2.9M | +14,659 | +$2.9M | |
| BALL, BALL Corp | Hold | 51,000 | $55.11 | $2.8M | — | — | |
| WRB, Berkley | Hold | 40,500 | $62.26 | $2.5M | — | — | |
| IFF, International Flavors & Fragrances | Hold | 23,000 | $91.96 | $2.1M | — | — | |
| WTW, Willis Towers Watson | Add +13.3% | 8,627 | $232.38 | $2M | +1,012 | +$142K | |
| BN, Brookfield Corporation | Hold | 60,101 | $32.98 | $2M | — | — | |
| IT, Gartner | Hold | 5,700 | $325.77 | $1.9M | — | — | |
| Skyward Specialty Insurance Group | New | 60,064 | $21.87 | $1.3M | +60,064 | +$1.3M | |
| CSGP, CoStar Group | Hold | 18,600 | $68.85 | $1.3M | — | — | |
| INTU, Intuit | Hold | 2,720 | $445.83 | $1.2M | — | — | |
| Dun & Bradstreet | Add +23.1% | 80,000 | $11.74 | $939K | +15,000 | +$142K | |
| LAMR, Lamar Advertising | Hold | 8,500 | $99.89 | $849K | — | — |
Showing top 50 of 130 by value
Exits / last held
Gone since 2022 Q4, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| LIN, Linde | Exit | 0 | $326.18 | $32M | −98,400 | −$32M | |
| REGN, Regeneron | Exit | 0 | $721.48 | $22M | −30,500 | −$22M | |
| NFLX, Netflix | Exit | 0 | $294.88 | $13M | −43,000 | −$13M | |
| ENOV, Enovis | Exit | 0 | $53.52 | $9.5M | −178,356 | −$9.5M | |
| AXTA, Axalta Coating Systems | Exit | 0 | $25.46 | $724K | −28,442 | −$724K | |
| Duck Creek Technologies | Exit | 0 | $12.04 | $304K | −25,250 | −$304K |
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