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 | 6.87% | Hold | 1,114 | $517,810 | $577M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 6.22% | Hold | 1,531,971 | $341.00 | $522M | — | — |
| GOOG - Alphabet · CL C | 3.96% | Hold | 2,749,860 | $120.97 | $333M | — | — |
| DE - Deere | 3.65% | Hold | 755,800 | $405.19 | $306M | — | — |
| BN - Brookfield · CL A | 3.49% | Hold | 8,715,741 | $33.65 | $293M | — | — |
| HD - Home Depot | 3.40% | Hold | 920,000 | $310.64 | $286M | — | — |
| AMZN - Amazon | 3.13% | Add +0.5% | 2,018,860 | $130.36 | $263M | +9,500 | +$56M |
| AAPL - Apple | 2.81% | Add +0.7% | 1,215,990 | $193.97 | $236M | +9,000 | +$37M |
| V - VISA · CL A | 2.80% | Add +2.6% | 989,270 | $237.48 | $235M | +24,950 | +$18M |
| DEO - Diageo | 2.79% | Hold | 1,350,208 | $173.48 | $234M | — | — |
| ADI - Analog Devices | 2.60% | Add +0.6% | 1,122,571 | $194.81 | $219M | +6,500 | −$1M |
| WSO - Watsco | 2.45% | Add +2.0% | 539,250 | $381.47 | $206M | +10,500 | +$37M |
| DIS - Disney Walt | 2.15% | Add +0.1% | 2,020,665 | $89.28 | $180M | +2,000 | −$22M |
| NVO - Novo-Nordisk A S | 2.07% | Hold | 1,075,000 | $161.83 | $174M | — | — |
| MSFT - Microsoft | 1.97% | Add +1.3% | 485,980 | $340.54 | $165M | +6,000 | +$27M |
| RLI - RLI Corp | 1.95% | Hold | 1,197,272 | $136.47 | $163M | — | — |
| BLK - Blackrock | 1.81% | Hold | 220,200 | $691.14 | $152M | — | — |
| LOW - Lowes Cos | 1.70% | Add +2.1% | 632,480 | $225.70 | $143M | +13,000 | +$19M |
| TXN - Texas Instrs | 1.55% | Hold | 724,000 | $180.02 | $130M | — | — |
| MMC - Marsh & Mclennan Cos | 1.48% | Add +1.4% | 659,500 | $188.08 | $124M | +9,000 | +$16M |
| GS - Goldman Sachs Group | 1.38% | Hold | 359,360 | $322.54 | $116M | — | — |
| BX - Blackstone | 1.36% | Hold | 1,229,000 | $92.97 | $114M | — | — |
| ADM - Archer Daniels Midland | 1.32% | Hold | 1,463,300 | $75.56 | $111M | — | — |
| JNJ - Johnson & Johnson | 1.20% | Hold | 610,800 | $165.52 | $101M | — | — |
| PGR - Progressive | 1.19% | Hold | 753,750 | $132.37 | $100M | — | — |
| DG - Dollar Gen | 1.03% | Add +82.4% | 509,250 | $169.78 | $86M | +230,000 | +$28M |
| AXP - American Express | 1.00% | Hold | 484,250 | $174.20 | $84M | — | — |
| GD - General Dynamics | 1.00% | Hold | 391,000 | $215.15 | $84M | — | — |
| ITW - Illinois Tool Wks | 0.98% | Hold | 327,500 | $250.16 | $82M | — | — |
| MA - Mastercard · CL A | 0.97% | Hold | 207,540 | $393.30 | $82M | — | — |
| KKR — | 0.97% | Add +1.5% | 1,449,023 | $56.00 | $81M | +22,000 | +$6M |
| APO - Apollo Global Mgmt | 0.93% | Hold | 1,012,500 | $76.81 | $78M | — | — |
| MCO - Moodys | 0.89% | Hold | 213,890 | $347.72 | $74M | — | — |
| META - Meta Platforms · CL A | 0.86% | Add +4.3% | 252,781 | $286.98 | $73M | +10,500 | +$21M |
| CAT - Caterpillar | 0.86% | Add +1.9% | 293,000 | $246.05 | $72M | +5,500 | +$6M |
| BAM — · CL A | 0.85% | Reduce 0.0% | 2,193,953 | $32.63 | $72M | −5 | −$198K |
| SCHW - Schwab Charles | 0.84% | Add +6.8% | 1,246,266 | $56.68 | $71M | +79,594 | +$10M |
| MSCI - MSCI Inc | 0.80% | Hold | 142,850 | $469.29 | $67M | — | — |
| NVR - NVR Inc | 0.80% | Add +2.5% | 10,519 | $6,351 | $67M | +255 | +$10M |
| GOOGL - Alphabet · CL A | 0.78% | Add +3.2% | 550,000 | $119.70 | $66M | +17,000 | +$11M |
| SPGI - S&P Global | 0.72% | Hold | 150,690 | $400.89 | $60M | — | — |
| ROL - Rollins | 0.69% | Add +2.6% | 1,356,275 | $42.83 | $58M | +35,000 | +$9M |
| BF.A — · CL A | 0.68% | Hold | 843,000 | $68.07 | $57M | — | — |
| Activision Blizzard | 0.65% | Hold | 650,600 | $84.30 | $55M | — | — |
| HEI - Heico · CL A | 0.64% | Add +2.4% | 379,644 | $140.60 | $53M | +9,000 | +$3M |
| SBUX - Starbucks | 0.63% | Hold | 532,318 | $99.06 | $53M | — | — |
| NSC - Norfolk Southn | 0.62% | Hold | 229,500 | $226.76 | $52M | — | — |
| ECL - Ecolab | 0.61% | Hold | 274,300 | $186.69 | $51M | — | — |
| ROK - Rockwell Automation | 0.61% | Hold | 154,900 | $329.45 | $51M | — | — |
| ACN - Accenture Ireland · CLASS A | 0.59% | Hold | 159,400 | $308.58 | $49M | — | — |
| FDS - Factset Resh Sys | 0.56% | Hold | 116,720 | $400.65 | $47M | — | — |
| CMCSA - Comcast · CL A | 0.52% | Add +5.4% | 1,059,741 | $41.55 | $44M | +54,025 | +$6M |
| LIN - Linde | 0.52% | Add +9.1% | 114,400 | $381.08 | $44M | +9,500 | +$6M |
| CG - Carlyle Group | 0.50% | Hold | 1,327,000 | $31.95 | $42M | — | — |
| WHR - Whirlpool | 0.50% | Hold | 282,049 | $148.79 | $42M | — | — |
| NKE - NIKE · CL B | 0.48% | Hold | 368,900 | $110.37 | $41M | — | — |
| TROW - T. Rowe Price | 0.42% | Hold | 314,000 | $112.02 | $35M | — | — |
| JPM - Jpmorgan Chase & | 0.40% | Add +5.5% | 228,550 | $145.44 | $33M | +12,000 | +$5M |
| FDX - Fedex | 0.39% | Add +10.8% | 133,000 | $247.90 | $33M | +13,000 | +$6M |
| AON - AON PLC · CL A | 0.38% | Add +7.5% | 93,050 | $345.20 | $32M | +6,500 | +$5M |
| BF.B - Brown Forman · CL B | 0.38% | Hold | 474,187 | $66.78 | $32M | — | — |
| ITIC - Investors Title Nc | 0.37% | Hold | 213,300 | $146.00 | $31M | — | — |
| Stericycle | 0.37% | Reduce −0.4% | 668,700 | $46.44 | $31M | −2,371 | +$2M |
| MMM - 3M | 0.35% | Hold | 293,750 | $100.09 | $29M | — | — |
| HGTY - Hagerty · CL A | 0.33% | New | 3,000,000 | $9.36 | $28M | +3,000,000 | +$28M |
| LPLA - Lpl Finl | 0.33% | Add +546.0% | 127,059 | $217.43 | $28M | +107,389 | +$24M |
| LMT - Lockheed Martin | 0.31% | Hold | 56,363 | $460.38 | $26M | — | — |
| SHW - Sherwin Williams | 0.30% | Hold | 94,172 | $265.52 | $25M | — | — |
| ODFL - Old Dominion Freight | 0.30% | Add +33.7% | 67,500 | $369.75 | $25M | +17,000 | +$8M |
| VRSK - Verisk Analytics | 0.29% | Add +6.3% | 109,000 | $226.03 | $25M | +6,500 | +$5M |
| TSN - Tyson Foods · CL A | 0.27% | Add +9.0% | 450,000 | $51.04 | $23M | +37,000 | −$2M |
| CVS - Cvs Health | 0.27% | Hold | 332,000 | $69.13 | $23M | — | — |
| RTX - Raytheon Technologies | 0.26% | Hold | 224,000 | $97.96 | $22M | — | — |
| COST - Costco Whsl | 0.25% | Hold | 39,150 | $538.38 | $21M | — | — |
| EFX - Equifax | 0.25% | Hold | 87,850 | $235.30 | $21M | — | — |
| THG - Hanover Ins Group | 0.21% | Add +14.5% | 158,000 | $113.03 | $18M | +20,000 | +$126K |
| PEP - Pepsico | 0.21% | Hold | 96,210 | $185.22 | $18M | — | — |
| CSCO - Cisco Sys | 0.21% | Hold | 342,000 | $51.74 | $18M | — | — |
| UNP - Union Pac | 0.21% | Hold | 85,778 | $204.62 | $18M | — | — |
| CABO - Cable One | 0.21% | Hold | 26,700 | $657.08 | $18M | — | — |
| Liberty Media Del | 0.20% | Hold | 522,000 | $32.73 | $17M | — | — |
| PAYX - Paychex | 0.20% | Hold | 150,000 | $111.87 | $17M | — | — |
| CCK - Crown | 0.20% | Add +0.8% | 189,500 | $86.87 | $16M | +1,500 | +$912K |
| LBRDA - Liberty Broadband | 0.19% | Hold | 205,250 | $79.73 | $16M | — | — |
| BK - Bank New York Mellon | 0.19% | Hold | 365,250 | $44.52 | $16M | — | — |
| HXL - Hexcel | 0.17% | Hold | 189,000 | $76.02 | $14M | — | — |
| ALL - Allstate | 0.17% | Hold | 128,550 | $109.04 | $14M | — | — |
| Liberty Media Del | 0.17% | Hold | 426,000 | $32.81 | $14M | — | — |
| LBRDA - Liberty Broadband | 0.16% | Hold | 172,113 | $80.11 | $14M | — | — |
| CARR - Carrier Global | 0.14% | Hold | 235,000 | $49.71 | $12M | — | — |
| PM - Philip Morris Intl | 0.13% | Hold | 114,500 | $97.62 | $11M | — | — |
| EA - Electronic Arts | 0.12% | Hold | 80,800 | $129.70 | $10M | — | — |
| SONY - SONY Group | 0.12% | Add +9.4% | 114,996 | $90.04 | $10M | +9,875 | +$825K |
| CBRL — | 0.12% | Add +0.9% | 111,000 | $93.18 | $10M | +1,000 | −$2M |
| SEIC - Sei Invts | 0.12% | Reduce −70.6% | 173,200 | $59.62 | $10M | −416,000 | −$24M |
| OTIS - Otis Worldwide | 0.12% | Hold | 114,620 | $89.01 | $10M | — | — |
| AMT - American Tower | 0.12% | Hold | 51,910 | $193.94 | $10M | — | — |
| O-I Glass | 0.12% | Add 0.0% | 469,000 | $21.33 | $10M | +100 | −$645K |
| SMG - Scotts Miracle-Gro · CL A | 0.11% | Hold | 149,735 | $62.69 | $9M | — | — |
| WFC - Wells Fargo | 0.10% | Hold | 204,450 | $42.68 | $9M | — | — |
| COF - Capital One Finl | 0.10% | Add +67.4% | 77,000 | $109.37 | $8M | +31,000 | +$4M |
| TRU - Transunion | 0.09% | Hold | 101,050 | $78.33 | $8M | — | — |
| CE - Celanese Del | 0.09% | Add +4.0% | 65,300 | $115.80 | $8M | +2,500 | +$723K |
| IQV - IQVIA | 0.09% | Add +117.1% | 31,826 | $224.77 | $7M | +17,167 | +$4M |
| TGT - Target | 0.08% | Add +74.2% | 54,000 | $131.90 | $7M | +23,000 | +$2M |
| RNR - Renaissancere | 0.08% | Add +50.0% | 36,000 | $186.52 | $7M | +12,000 | +$2M |
| SHOP - Shopify · CL A | 0.08% | Hold | 102,750 | $64.60 | $7M | — | — |
| KMX - Carmax | 0.07% | Add +23.2% | 69,000 | $83.70 | $6M | +13,000 | +$2M |
| EMN - Eastman Chem | 0.06% | Add +20.0% | 59,950 | $83.72 | $5M | +10,000 | +$806K |
| HCSG - Healthcare Svcs Group | 0.05% | Reduce −39.4% | 308,000 | $14.93 | $5M | −200,000 | −$2M |
| TMO - Thermo Fisher Scientific | 0.05% | Hold | 8,200 | $521.75 | $4M | — | — |
| SPOT - Spotify Technology S A | 0.05% | Hold | 25,900 | $160.55 | $4M | — | — |
| ICE - Intercontinental Exchange | 0.04% | Hold | 33,077 | $113.08 | $4M | — | — |
| VNT - Vontier | 0.04% | Hold | 110,853 | $32.21 | $4M | — | — |
| LAMR - Lamar Advertising · CL A | 0.04% | Add +305.9% | 34,500 | $99.25 | $3M | +26,000 | +$3M |
| LBTYA - Liberty Global · CL A | 0.04% | Hold | 179,000 | $16.86 | $3M | — | — |
| GHC - Graham · CL B | 0.04% | Hold | 5,200 | $571.48 | $3M | — | — |
| BALL - BALL Corp | 0.04% | Hold | 51,000 | $58.21 | $3M | — | — |
| WRB - Berkley W R | 0.03% | Hold | 40,500 | $59.56 | $2M | — | — |
| BN - Brookfield Reins · CL A | 0.02% | Hold | 60,101 | $33.86 | $2M | — | — |
| WTW - Willis Towers Watson | 0.02% | Hold | 8,627 | $235.50 | $2M | — | — |
| IT - Gartner | 0.02% | Hold | 5,700 | $350.31 | $2M | — | — |
| IFF - International Flavors & Fragrances | 0.02% | Hold | 23,000 | $79.59 | $2M | — | — |
| CSGP - Costar Group | 0.02% | Hold | 18,600 | $89.00 | $2M | — | — |
| Skyward Specialty Ins Group | 0.02% | Hold | 60,064 | $25.40 | $2M | — | — |
| Dun & Bradstreet | 0.02% | Add +43.8% | 115,000 | $11.57 | $1M | +35,000 | +$391K |
| INTU - Intuit | 0.01% | Hold | 2,720 | $458.19 | $1M | — | — |
| CHH - Choice Hotels Intl | 0.01% | New | 5,000 | $117.52 | $588K | +5,000 | +$588K |
| BUD - Anheuser Busch Inbev SA/ | 0.01% | New | 9,000 | $56.72 | $510K | +9,000 | +$510K |
Showing top 50 of 129 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| HGTY - Hagerty · CL A | 0.33% | Exit | 0 | $8.74 | $26M | −3,000,000 | −$26M |
| ESAB — | 0.26% | Exit | 0 | $59.07 | $21M | −348,356 | −$21M |
| MRVL - Marvell Technology | 0.09% | Exit | 0 | $43.30 | $7M | −160,000 | −$7M |
| PYPL - Paypal | 0.06% | Exit | 0 | $75.94 | $5M | −59,877 | −$5M |
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