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 | 7.15% | Hold | 1,114 | $531,477 | $592M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 6.48% | Hold | 1,531,971 | $350.30 | $537M | — | — |
| GOOG - Alphabet · CL C | 4.38% | Hold | 2,749,860 | $131.85 | $363M | — | — |
| DE - Deere | 3.46% | Add +0.4% | 758,800 | $377.38 | $286M | +3,000 | −$20M |
| HD - Home Depot | 3.36% | Hold | 920,000 | $302.16 | $278M | — | — |
| BN - Brookfield · CL A | 3.29% | Hold | 8,715,741 | $31.27 | $273M | — | — |
| AMZN - Amazon | 3.11% | Add +0.3% | 2,024,960 | $127.12 | $257M | +6,100 | −$6M |
| V - VISA · CL A | 2.77% | Add +1.0% | 999,285 | $230.01 | $230M | +10,015 | −$5M |
| AAPL - Apple | 2.53% | Add +0.5% | 1,221,890 | $171.21 | $209M | +5,900 | −$27M |
| WSO - Watsco | 2.49% | Add +1.2% | 545,750 | $377.72 | $206M | +6,500 | +$433K |
| DEO - Diageo | 2.43% | Hold | 1,350,208 | $149.18 | $201M | — | — |
| ADI - Analog Devices | 2.39% | Add +0.5% | 1,128,671 | $175.09 | $198M | +6,100 | −$21M |
| NVO - Novo-Nordisk A S | 2.36% | Add +100.0% | 2,150,000 | $90.94 | $196M | +1,075,000 | +$22M |
| DIS - Disney Walt | 1.99% | Add +0.4% | 2,029,665 | $81.05 | $165M | +9,000 | −$16M |
| RLI - RLI Corp | 1.96% | Hold | 1,197,272 | $135.89 | $163M | — | — |
| MSFT - Microsoft | 1.88% | Add +1.3% | 492,480 | $315.75 | $156M | +6,500 | −$10M |
| BLK - Blackrock | 1.72% | Hold | 220,200 | $646.49 | $142M | — | — |
| LOW - Lowes Cos | 1.62% | Add +2.1% | 645,480 | $207.84 | $134M | +13,000 | −$9M |
| BX - Blackstone | 1.59% | Hold | 1,229,000 | $107.14 | $132M | — | — |
| MMC - Marsh & Mclennan Cos | 1.54% | Add +2.0% | 672,500 | $190.30 | $128M | +13,000 | +$4M |
| GS - Goldman Sachs Group | 1.40% | Hold | 359,360 | $323.57 | $116M | — | — |
| TXN - Texas Instrs | 1.39% | Hold | 724,000 | $159.01 | $115M | — | — |
| ADM - Archer Daniels Midland | 1.33% | Hold | 1,463,300 | $75.42 | $110M | — | — |
| PGR - Progressive | 1.27% | Hold | 753,750 | $139.30 | $105M | — | — |
| JNJ - Johnson & Johnson | 1.15% | Hold | 610,800 | $155.75 | $95M | — | — |
| APO - Apollo Global Mgmt | 1.10% | Hold | 1,012,500 | $89.76 | $91M | — | — |
| KKR — | 1.08% | Add +0.2% | 1,451,800 | $61.60 | $89M | +2,777 | +$8M |
| GD - General Dynamics | 1.04% | Hold | 391,000 | $220.97 | $86M | — | — |
| MA - Mastercard · CL A | 0.99% | Hold | 207,540 | $395.91 | $82M | — | — |
| CAT - Caterpillar | 0.99% | Add +2.1% | 299,100 | $273.00 | $82M | +6,100 | +$10M |
| META - Meta Platforms · CL A | 0.94% | Add +2.4% | 258,881 | $300.21 | $78M | +6,100 | +$5M |
| ITW - Illinois Tool Wks | 0.91% | Hold | 327,500 | $230.31 | $75M | — | — |
| MSCI - MSCI Inc | 0.88% | Hold | 142,850 | $513.08 | $73M | — | — |
| BAM — · CL A | 0.88% | Hold | 2,193,953 | $33.34 | $73M | — | — |
| GOOGL - Alphabet · CL A | 0.88% | Add +0.9% | 555,000 | $130.86 | $73M | +5,000 | +$7M |
| AXP - American Express | 0.87% | Hold | 484,250 | $149.19 | $72M | — | — |
| LPLA - Lpl Finl | 0.86% | Add +137.1% | 301,264 | $237.65 | $72M | +174,205 | +$44M |
| SCHW - Schwab Charles | 0.85% | Add +2.4% | 1,276,766 | $54.90 | $70M | +30,500 | −$544K |
| MCO - Moodys | 0.82% | Hold | 213,890 | $316.17 | $68M | — | — |
| NVR - NVR Inc | 0.78% | Add +2.9% | 10,824 | $5,963 | $65M | +305 | −$2M |
| DG - Dollar Gen | 0.75% | Add +15.9% | 590,250 | $105.80 | $62M | +81,000 | −$24M |
| Activision Blizzard | 0.74% | Hold | 650,600 | $93.63 | $61M | — | — |
| SPGI - S&P Global | 0.66% | Hold | 150,690 | $365.41 | $55M | — | — |
| ROL - Rollins | 0.62% | Add +2.0% | 1,383,275 | $37.33 | $52M | +27,000 | −$6M |
| FDS - Factset Resh Sys | 0.62% | Hold | 116,720 | $437.26 | $51M | — | — |
| HEI - Heico · CL A | 0.59% | Hold | 379,644 | $129.22 | $49M | — | — |
| BF.A — · CL A | 0.59% | Hold | 843,000 | $58.10 | $49M | — | — |
| ACN - Accenture Ireland · CLASS A | 0.59% | Hold | 159,400 | $307.11 | $49M | — | — |
| SBUX - Starbucks | 0.59% | Hold | 532,318 | $91.27 | $49M | — | — |
| CMCSA - Comcast · CL A | 0.57% | Add +0.1% | 1,060,741 | $44.34 | $47M | +1,000 | +$3M |
| ECL - Ecolab | 0.56% | Hold | 274,300 | $169.40 | $46M | — | — |
| NSC - Norfolk Southn | 0.55% | Hold | 229,500 | $196.93 | $45M | — | — |
| LIN - Linde | 0.54% | Add +5.3% | 120,500 | $372.35 | $45M | +6,100 | +$1M |
| ROK - Rockwell Automation | 0.53% | Hold | 154,900 | $285.87 | $44M | — | — |
| CG - Carlyle Group | 0.48% | Hold | 1,327,000 | $30.16 | $40M | — | — |
| FDX - Fedex | 0.46% | Add +9.0% | 145,000 | $264.92 | $38M | +12,000 | +$5M |
| WHR - Whirlpool | 0.46% | Hold | 282,049 | $133.70 | $38M | — | — |
| NKE - NIKE · CL B | 0.43% | Hold | 368,900 | $95.62 | $35M | — | — |
| JPM - Jpmorgan Chase & | 0.42% | Add +5.7% | 241,550 | $145.02 | $35M | +13,000 | +$2M |
| TROW - T. Rowe Price | 0.40% | Hold | 314,000 | $104.87 | $33M | — | — |
| ODFL - Old Dominion Freight | 0.39% | Add +17.8% | 79,500 | $409.14 | $33M | +12,000 | +$8M |
| AON - AON PLC · CL A | 0.39% | Add +7.0% | 99,550 | $324.22 | $32M | +6,500 | +$155K |
| ITIC - Investors Title Nc | 0.38% | Hold | 213,300 | $148.09 | $32M | — | — |
| Stericycle | 0.36% | Hold | 668,700 | $44.71 | $30M | — | — |
| TSN - Tyson Foods · CL A | 0.35% | Add +28.3% | 577,500 | $50.49 | $29M | +127,500 | +$6M |
| MMM - 3M | 0.33% | Hold | 293,750 | $93.62 | $28M | — | — |
| BF.B - Brown Forman · CL B | 0.33% | Hold | 474,187 | $57.69 | $27M | — | — |
| VRSK - Verisk Analytics | 0.33% | Add +5.2% | 114,700 | $236.24 | $27M | +5,700 | +$2M |
| HGTY - Hagerty · CL A | 0.30% | Hold | 3,000,000 | $8.17 | $25M | — | — |
| SHW - Sherwin Williams | 0.29% | Hold | 94,172 | $255.05 | $24M | — | — |
| CABO - Cable One | 0.28% | Add +41.2% | 37,700 | $615.64 | $23M | +11,000 | +$6M |
| CVS - Cvs Health | 0.28% | Hold | 332,000 | $69.82 | $23M | — | — |
| LMT - Lockheed Martin | 0.28% | Hold | 56,363 | $408.96 | $23M | — | — |
| COST - Costco Whsl | 0.27% | Hold | 39,150 | $564.96 | $22M | — | — |
| THG - Hanover Ins Group | 0.25% | Add +19.6% | 189,000 | $110.98 | $21M | +31,000 | +$3M |
| CSCO - Cisco Sys | 0.22% | Hold | 342,000 | $53.76 | $18M | — | — |
| LBRDA - Liberty Broadband | 0.22% | Reduce −4.1% | 196,750 | $90.91 | $18M | −8,500 | +$2M |
| UNP - Union Pac | 0.21% | Hold | 85,778 | $203.63 | $17M | — | — |
| PAYX - Paychex | 0.21% | Hold | 150,000 | $115.33 | $17M | — | — |
| CCK - Crown | 0.20% | Hold | 189,500 | $88.48 | $17M | — | — |
| PEP - Pepsico | 0.20% | Hold | 96,210 | $169.44 | $16M | — | — |
| RTX - Raytheon Technologies | 0.19% | Hold | 224,000 | $71.97 | $16M | — | — |
| EFX - Equifax | 0.19% | Hold | 87,850 | $183.18 | $16M | — | — |
| ALL - Allstate | 0.19% | Add +10.1% | 141,550 | $111.41 | $16M | +13,000 | +$2M |
| BK - Bank New York Mellon | 0.19% | Hold | 365,250 | $42.65 | $16M | — | — |
| LBRDA - Liberty Broadband | 0.17% | Reduce −12.9% | 149,859 | $91.32 | $14M | −22,254 | −$103K |
| CARR - Carrier Global | 0.16% | Hold | 235,000 | $55.20 | $13M | — | — |
| HXL - Hexcel | 0.15% | Hold | 189,000 | $65.14 | $12M | — | — |
| PM - Philip Morris Intl | 0.13% | Hold | 114,500 | $92.58 | $11M | — | — |
| SEIC - Sei Invts | 0.13% | Hold | 173,200 | $60.23 | $10M | — | — |
| EA - Electronic Arts | 0.12% | Hold | 80,800 | $120.40 | $10M | — | — |
| RNR - Renaissancere | 0.12% | Add +36.1% | 49,000 | $197.92 | $10M | +13,000 | +$3M |
| CE - Celanese Del | 0.12% | Add +17.6% | 76,800 | $125.52 | $10M | +11,500 | +$2M |
| OTIS - Otis Worldwide | 0.11% | Hold | 114,620 | $80.31 | $9M | — | — |
| TGT - Target | 0.11% | Add +53.7% | 83,000 | $110.57 | $9M | +29,000 | +$2M |
| COF - Capital One Finl | 0.11% | Add +16.9% | 90,000 | $97.05 | $9M | +13,000 | +$313K |
| IQV - IQVIA | 0.10% | Add +37.7% | 43,826 | $196.75 | $9M | +12,000 | +$1M |
| AMT - American Tower | 0.10% | Hold | 51,910 | $164.45 | $9M | — | — |
| WFC - Wells Fargo | 0.10% | Hold | 204,450 | $40.86 | $8M | — | — |
| SMG - Scotts Miracle-Gro · CL A | 0.10% | Add +4.2% | 156,000 | $51.68 | $8M | +6,265 | −$1M |
| O-I Glass | 0.09% | Add 0.0% | 469,100 | $16.73 | $8M | +100 | −$2M |
| CBRL — | 0.09% | Hold | 111,000 | $67.20 | $7M | — | — |
| TRU - Transunion | 0.09% | Hold | 101,050 | $71.79 | $7M | — | — |
| TMO - Thermo Fisher Scientific | 0.08% | Add +65.9% | 13,600 | $506.17 | $7M | +5,400 | +$3M |
| KMX - Carmax | 0.07% | Add +21.7% | 84,000 | $70.73 | $6M | +15,000 | +$166K |
| SHOP - Shopify · CL A | 0.07% | Hold | 102,750 | $54.57 | $6M | — | — |
| EMN - Eastman Chem | 0.07% | Add +21.7% | 72,950 | $76.72 | $6M | +13,000 | +$578K |
| SONY - SONY Group | 0.07% | Reduce −41.7% | 67,000 | $82.41 | $6M | −47,996 | −$5M |
| LAMR - Lamar Advertising · CL A | 0.05% | Add +46.4% | 50,500 | $83.47 | $4M | +16,000 | +$791K |
| CHH - Choice Hotels Intl | 0.05% | Add +560.0% | 33,000 | $122.51 | $4M | +28,000 | +$3M |
| SPOT - Spotify Technology S A | 0.05% | Hold | 25,900 | $154.64 | $4M | — | — |
| ICE - Intercontinental Exchange | 0.04% | Hold | 33,077 | $110.02 | $4M | — | — |
| VNT - Vontier | 0.04% | Hold | 110,853 | $30.92 | $3M | — | — |
| Liberty Media Del | 0.04% | New | 98,000 | $31.92 | $3M | +98,000 | +$3M |
| GHC - Graham · CL B | 0.04% | Hold | 5,200 | $583.00 | $3M | — | — |
| LBTYA - Liberty Global · CL A | 0.03% | Reduce −6.1% | 168,000 | $17.12 | $3M | −11,000 | −$142K |
| WRB - Berkley W R | 0.03% | Hold | 40,500 | $63.49 | $3M | — | — |
| Liberty Media Del | 0.03% | New | 80,000 | $32.10 | $3M | +80,000 | +$3M |
| BALL - BALL Corp | 0.03% | Hold | 51,000 | $49.78 | $3M | — | — |
| UNH - Unitedhealth Group | 0.03% | New | 5,000 | $504.19 | $3M | +5,000 | +$3M |
| HCA - Hca Healthcare | 0.02% | New | 8,050 | $245.98 | $2M | +8,050 | +$2M |
| IT - Gartner | 0.02% | Hold | 5,700 | $343.61 | $2M | — | — |
| BN - Brookfield Reins · CL A | 0.02% | Hold | 60,101 | $31.47 | $2M | — | — |
| WTW - Willis Towers Watson | 0.02% | Hold | 8,627 | $208.96 | $2M | — | — |
| IFF - International Flavors & Fragrances | 0.02% | Hold | 23,000 | $68.17 | $2M | — | — |
| CSGP - Costar Group | 0.02% | Hold | 18,600 | $76.89 | $1M | — | — |
| INTU - Intuit | 0.02% | Hold | 2,720 | $510.94 | $1M | — | — |
| URI - United Rentals | 0.02% | New | 3,000 | $444.57 | $1M | +3,000 | +$1M |
| Dun & Bradstreet | 0.01% | Hold | 115,000 | $9.99 | $1M | — | — |
| FERG - Ferguson | 0.01% | New | 6,000 | $164.47 | $987K | +6,000 | +$987K |
| UBER - UBER Technologies | 0.01% | Add +200.0% | 21,000 | $45.99 | $966K | +14,000 | +$664K |
| BUD - Anheuser Busch Inbev SA/ | 0.01% | Add +22.2% | 11,000 | $55.30 | $608K | +2,000 | +$98K |
Showing top 50 of 132 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Liberty Media Del | 0.20% | Exit | 0 | $32.73 | $17M | −522,000 | −$17M |
| Liberty Media Del | 0.17% | Exit | 0 | $32.81 | $14M | −426,000 | −$14M |
| HCSG - Healthcare Svcs Group | 0.05% | Exit | 0 | $14.93 | $5M | −308,000 | −$5M |
| Skyward Specialty Ins Group | 0.02% | Exit | 0 | $25.41 | $2M | −60,064 | −$2M |
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