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 | $517,810 | $577M | — | — | |
| BRK.B, Berkshire Hathaway Class B | Hold | 1,531,971 | $341.00 | $522M | — | — | |
| GOOG, Alphabet Class C | Hold | 2,749,860 | $120.97 | $333M | — | — | |
| DE, Deere | Hold | 755,800 | $405.19 | $306M | — | — | |
| BN, Brookfield Corporation | Hold | 8,715,741 | $33.65 | $293M | — | — | |
| HD, Home Depot | Hold | 920,000 | $310.64 | $286M | — | — | |
| AMZN, Amazon | Add +0.5% | 2,018,860 | $130.36 | $263M | +9,500 | +$56M | |
| AAPL, Apple | Add +0.7% | 1,215,990 | $193.97 | $236M | +9,000 | +$37M | |
| V, Visa | Add +2.6% | 989,270 | $237.48 | $235M | +24,950 | +$18M | |
| DEO, Diageo | Hold | 1,350,208 | $173.48 | $234M | — | — | |
| ADI, Analog Devices | Add +0.6% | 1,122,571 | $194.81 | $219M | +6,500 | −$1.4M | |
| WSO, Watsco | Add +2.0% | 539,250 | $381.47 | $206M | +10,500 | +$37M | |
| DIS, Disney | Add +0.1% | 2,020,665 | $89.28 | $180M | +2,000 | −$22M | |
| NVO, Novo Nordisk | Hold | 1,075,000 | $161.83 | $174M | — | — | |
| MSFT, Microsoft | Add +1.3% | 485,980 | $340.54 | $165M | +6,000 | +$27M | |
| RLI, RLI Corp | Hold | 1,197,272 | $136.47 | $163M | — | — | |
| BLK, BlackRock | Hold | 220,200 | $691.14 | $152M | — | — | |
| LOW, Lowe's | Add +2.1% | 632,480 | $225.70 | $143M | +13,000 | +$19M | |
| TXN, Texas Instruments | Hold | 724,000 | $180.02 | $130M | — | — | |
| MMC, Marsh McLennan | Add +1.4% | 659,500 | $188.08 | $124M | +9,000 | +$16M | |
| GS, Goldman Sachs | Hold | 359,360 | $322.54 | $116M | — | — | |
| BX, Blackstone | Hold | 1,229,000 | $92.97 | $114M | — | — | |
| ADM, Archer-Daniels-Midland | Hold | 1,463,300 | $75.56 | $111M | — | — | |
| JNJ, Johnson & Johnson | Hold | 610,800 | $165.52 | $101M | — | — | |
| PGR, Progressive | Hold | 753,750 | $132.37 | $100M | — | — | |
| DG, Dollar General | Add +82.4% | 509,250 | $169.78 | $86M | +230,000 | +$28M | |
| AXP, American Express | Hold | 484,250 | $174.20 | $84M | — | — | |
| GD, General Dynamics | Hold | 391,000 | $215.15 | $84M | — | — | |
| ITW, Illinois Tool Works | Hold | 327,500 | $250.16 | $82M | — | — | |
| MA, Mastercard | Hold | 207,540 | $393.30 | $82M | — | — | |
| KKR | Add +1.5% | 1,449,023 | $56.00 | $81M | +22,000 | +$6.2M | |
| APO, Apollo Global Management | Hold | 1,012,500 | $76.81 | $78M | — | — | |
| MCO, Moody's | Hold | 213,890 | $347.72 | $74M | — | — | |
| META, Meta Platforms | Add +4.3% | 252,781 | $286.98 | $73M | +10,500 | +$21M | |
| CAT, Caterpillar | Add +1.9% | 293,000 | $246.05 | $72M | +5,500 | +$6.3M | |
| BAM, Brookfield Asset Management | Reduce 0.0% | 2,193,953 | $32.63 | $72M | −5 | −$198K | |
| SCHW, Charles Schwab | Add +6.8% | 1,246,266 | $56.68 | $71M | +79,594 | +$9.5M | |
| MSCI | Hold | 142,850 | $469.29 | $67M | — | — | |
| NVR | Add +2.5% | 10,519 | $6,351 | $67M | +255 | +$9.6M | |
| GOOGL, Alphabet Class A | Add +3.2% | 550,000 | $119.70 | $66M | +17,000 | +$11M | |
| SPGI, S&P Global | Hold | 150,690 | $400.89 | $60M | — | — | |
| ROL, Rollins | Add +2.6% | 1,356,275 | $42.83 | $58M | +35,000 | +$8.5M | |
| BF.A, Brown-Forman Class A | Hold | 843,000 | $68.07 | $57M | — | — | |
| Activision Blizzard | Hold | 650,600 | $84.30 | $55M | — | — | |
| HEI, Heico | Add +2.4% | 379,644 | $140.60 | $53M | +9,000 | +$3M | |
| SBUX, Starbucks | Hold | 532,318 | $99.06 | $53M | — | — | |
| NSC, Norfolk Southern | Hold | 229,500 | $226.76 | $52M | — | — | |
| ECL, Ecolab | Hold | 274,300 | $186.69 | $51M | — | — | |
| ROK, Rockwell Automation | Hold | 154,900 | $329.45 | $51M | — | — | |
| ACN, Accenture | Hold | 159,400 | $308.58 | $49M | — | — | |
| FDS, FactSet | Hold | 116,720 | $400.65 | $47M | — | — | |
| CMCSA, Comcast | Add +5.4% | 1,059,741 | $41.55 | $44M | +54,025 | +$5.9M | |
| LIN, Linde | Add +9.1% | 114,400 | $381.08 | $44M | +9,500 | +$6.3M | |
| CG, Carlyle Group | Hold | 1,327,000 | $31.95 | $42M | — | — | |
| WHR, Whirlpool | Hold | 282,049 | $148.79 | $42M | — | — | |
| NKE, Nike | Hold | 368,900 | $110.37 | $41M | — | — | |
| TROW, T. Rowe Price | Hold | 314,000 | $112.02 | $35M | — | — | |
| JPM, JPMorgan Chase | Add +5.5% | 228,550 | $145.44 | $33M | +12,000 | +$5M | |
| FDX, FedEx | Add +10.8% | 133,000 | $247.90 | $33M | +13,000 | +$5.6M | |
| AON, Aon | Add +7.5% | 93,050 | $345.20 | $32M | +6,500 | +$4.8M | |
| BF.B, Brown-Forman Class B | Hold | 474,187 | $66.78 | $32M | — | — | |
| ITIC, Investors Title Co. NC | Hold | 213,300 | $146.00 | $31M | — | — | |
| Stericycle | Reduce −0.4% | 668,700 | $46.44 | $31M | −2,371 | +$1.8M | |
| MMM, 3M | Hold | 293,750 | $100.09 | $29M | — | — | |
| HGTY, Hagerty | New | 3,000,000 | $9.36 | $28M | +3,000,000 | +$28M | |
| LPLA, LPL Financial | Add +546.0% | 127,059 | $217.43 | $28M | +107,389 | +$24M | |
| LMT, Lockheed Martin | Hold | 56,363 | $460.38 | $26M | — | — | |
| SHW, Sherwin-Williams | Hold | 94,172 | $265.52 | $25M | — | — | |
| ODFL, Old Dominion Freight Line | Add +33.7% | 67,500 | $369.75 | $25M | +17,000 | +$7.7M | |
| VRSK, Verisk | Add +6.3% | 109,000 | $226.03 | $25M | +6,500 | +$5M | |
| TSN, Tyson Foods | Add +9.0% | 450,000 | $51.04 | $23M | +37,000 | −$1.5M | |
| CVS, CVS Health | Hold | 332,000 | $69.13 | $23M | — | — | |
| RTX | Hold | 224,000 | $97.96 | $22M | — | — | |
| COST, Costco | Hold | 39,150 | $538.38 | $21M | — | — | |
| EFX, Equifax | Hold | 87,850 | $235.30 | $21M | — | — | |
| THG, Hanover Insurance Group | Add +14.5% | 158,000 | $113.03 | $18M | +20,000 | +$126K | |
| PEP, PepsiCo | Hold | 96,210 | $185.22 | $18M | — | — | |
| CSCO, Cisco | Hold | 342,000 | $51.74 | $18M | — | — | |
| UNP, Union Pacific | Hold | 85,778 | $204.62 | $18M | — | — | |
| CABO, Cable One | Hold | 26,700 | $657.08 | $18M | — | — | |
| Liberty Media | Hold | 522,000 | $32.73 | $17M | — | — | |
| PAYX, Paychex | Hold | 150,000 | $111.87 | $17M | — | — | |
| CCK, Crown | Add +0.8% | 189,500 | $86.87 | $16M | +1,500 | +$912K | |
| LBRDA, Liberty Broadband Series A | Hold | 205,250 | $79.73 | $16M | — | — | |
| BK, BNY | Hold | 365,250 | $44.52 | $16M | — | — | |
| HXL, Hexcel | Hold | 189,000 | $76.02 | $14M | — | — | |
| ALL, Allstate | Hold | 128,550 | $109.04 | $14M | — | — | |
| Liberty Media | Hold | 426,000 | $32.81 | $14M | — | — | |
| LBRDA, Liberty Broadband Series C | Hold | 172,113 | $80.11 | $14M | — | — | |
| CARR, Carrier Global | Hold | 235,000 | $49.71 | $12M | — | — | |
| PM, Philip Morris International | Hold | 114,500 | $97.62 | $11M | — | — | |
| EA, Electronic Arts | Hold | 80,800 | $129.70 | $10M | — | — | |
| SONY, Sony | Add +9.4% | 114,996 | $90.04 | $10M | +9,875 | +$825K | |
| CBRL | Add +0.9% | 111,000 | $93.18 | $10M | +1,000 | −$2.2M | |
| SEIC, Sei Investments | Reduce −70.6% | 173,200 | $59.62 | $10M | −416,000 | −$24M | |
| OTIS, Otis Worldwide | Hold | 114,620 | $89.01 | $10M | — | — | |
| AMT, American Tower | Hold | 51,910 | $193.94 | $10M | — | — | |
| O-I Glass | Add 0.0% | 469,000 | $21.33 | $10M | +100 | −$645K | |
| SMG, Scotts Miracle-Gro | Hold | 149,735 | $62.69 | $9.4M | — | — | |
| WFC, Wells Fargo | Hold | 204,450 | $42.68 | $8.7M | — | — | |
| COF, Capital One | Add +67.4% | 77,000 | $109.37 | $8.4M | +31,000 | +$4M | |
| TRU, Transunion | Hold | 101,050 | $78.33 | $7.9M | — | — | |
| CE, Celanese | Add +4.0% | 65,300 | $115.80 | $7.6M | +2,500 | +$723K | |
| IQV, IQVIA | Add +117.1% | 31,826 | $224.77 | $7.2M | +17,167 | +$4.2M | |
| TGT, Target | Add +74.2% | 54,000 | $131.90 | $7.1M | +23,000 | +$2M | |
| RNR, RenaissanceRe | Add +50.0% | 36,000 | $186.52 | $6.7M | +12,000 | +$1.9M | |
| SHOP, Shopify | Hold | 102,750 | $64.60 | $6.6M | — | — | |
| KMX, CarMax | Add +23.2% | 69,000 | $83.70 | $5.8M | +13,000 | +$2.2M | |
| EMN, Eastman Chemical | Add +20.0% | 59,950 | $83.72 | $5M | +10,000 | +$806K | |
| HCSG, Healthcare Services Group | Reduce −39.4% | 308,000 | $14.93 | $4.6M | −200,000 | −$2.4M | |
| TMO, Thermo Fisher Scientific | Hold | 8,200 | $521.75 | $4.3M | — | — | |
| SPOT, Spotify | Hold | 25,900 | $160.55 | $4.2M | — | — | |
| ICE, Intercontinental Exchange | Hold | 33,077 | $113.08 | $3.7M | — | — | |
| VNT, Vontier | Hold | 110,853 | $32.21 | $3.6M | — | — | |
| LAMR, Lamar Advertising | Add +305.9% | 34,500 | $99.25 | $3.4M | +26,000 | +$2.6M | |
| LBTYA, Liberty Global | Hold | 179,000 | $16.86 | $3M | — | — | |
| GHC, Graham | Hold | 5,200 | $571.48 | $3M | — | — | |
| BALL, BALL Corp | Hold | 51,000 | $58.21 | $3M | — | — | |
| WRB, Berkley | Hold | 40,500 | $59.56 | $2.4M | — | — | |
| BN, Brookfield Corporation | Hold | 60,101 | $33.86 | $2M | — | — | |
| WTW, Willis Towers Watson | Hold | 8,627 | $235.50 | $2M | — | — | |
| IT, Gartner | Hold | 5,700 | $350.31 | $2M | — | — | |
| IFF, International Flavors & Fragrances | Hold | 23,000 | $79.59 | $1.8M | — | — | |
| CSGP, CoStar Group | Hold | 18,600 | $89.00 | $1.7M | — | — | |
| Skyward Specialty Insurance Group | Hold | 60,064 | $25.40 | $1.5M | — | — | |
| Dun & Bradstreet | Add +43.8% | 115,000 | $11.57 | $1.3M | +35,000 | +$391K | |
| INTU, Intuit | Hold | 2,720 | $458.19 | $1.2M | — | — | |
| CHH, Choice Hotels International | New | 5,000 | $117.52 | $588K | +5,000 | +$588K | |
| BUD, Anheuser-Busch InBev | New | 9,000 | $56.72 | $510K | +9,000 | +$510K |
Showing top 50 of 129 by value
Exits / last held
Gone since 2023 Q1, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| HGTY, Hagerty | Exit | 0 | $8.74 | $26M | −3,000,000 | −$26M | |
| ESAB | Exit | 0 | $59.07 | $21M | −348,356 | −$21M | |
| MRVL, Marvell Technology | Exit | 0 | $43.30 | $6.9M | −160,000 | −$6.9M | |
| PYPL, PayPal | Exit | 0 | $75.94 | $4.5M | −59,877 | −$4.5M |
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