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 | $531,477 | $592M | — | — | |
| BRK.B, Berkshire Hathaway Class B | Hold | 1,531,971 | $350.30 | $537M | — | — | |
| GOOG, Alphabet Class C | Hold | 2,749,860 | $131.85 | $363M | — | — | |
| DE, Deere | Add +0.4% | 758,800 | $377.38 | $286M | +3,000 | −$20M | |
| HD, Home Depot | Hold | 920,000 | $302.16 | $278M | — | — | |
| BN, Brookfield Corporation | Hold | 8,715,741 | $31.27 | $273M | — | — | |
| AMZN, Amazon | Add +0.3% | 2,024,960 | $127.12 | $257M | +6,100 | −$5.8M | |
| V, Visa | Add +1.0% | 999,285 | $230.01 | $230M | +10,015 | −$5.1M | |
| AAPL, Apple | Add +0.5% | 1,221,890 | $171.21 | $209M | +5,900 | −$27M | |
| WSO, Watsco | Add +1.2% | 545,750 | $377.72 | $206M | +6,500 | +$433K | |
| DEO, Diageo | Hold | 1,350,208 | $149.18 | $201M | — | — | |
| ADI, Analog Devices | Add +0.5% | 1,128,671 | $175.09 | $198M | +6,100 | −$21M | |
| NVO, Novo Nordisk | Add +100.0% | 2,150,000 | $90.94 | $196M | +1,075,000 | +$22M | |
| DIS, Disney | Add +0.4% | 2,029,665 | $81.05 | $165M | +9,000 | −$16M | |
| RLI, RLI Corp | Hold | 1,197,272 | $135.89 | $163M | — | — | |
| MSFT, Microsoft | Add +1.3% | 492,480 | $315.75 | $156M | +6,500 | −$10M | |
| BLK, BlackRock | Hold | 220,200 | $646.49 | $142M | — | — | |
| LOW, Lowe's | Add +2.1% | 645,480 | $207.84 | $134M | +13,000 | −$8.6M | |
| BX, Blackstone | Hold | 1,229,000 | $107.14 | $132M | — | — | |
| MMC, Marsh McLennan | Add +2.0% | 672,500 | $190.30 | $128M | +13,000 | +$3.9M | |
| GS, Goldman Sachs | Hold | 359,360 | $323.57 | $116M | — | — | |
| TXN, Texas Instruments | Hold | 724,000 | $159.01 | $115M | — | — | |
| ADM, Archer-Daniels-Midland | Hold | 1,463,300 | $75.42 | $110M | — | — | |
| PGR, Progressive | Hold | 753,750 | $139.30 | $105M | — | — | |
| JNJ, Johnson & Johnson | Hold | 610,800 | $155.75 | $95M | — | — | |
| APO, Apollo Global Management | Hold | 1,012,500 | $89.76 | $91M | — | — | |
| KKR | Add +0.2% | 1,451,800 | $61.60 | $89M | +2,777 | +$8.3M | |
| GD, General Dynamics | Hold | 391,000 | $220.97 | $86M | — | — | |
| MA, Mastercard | Hold | 207,540 | $395.91 | $82M | — | — | |
| CAT, Caterpillar | Add +2.1% | 299,100 | $273.00 | $82M | +6,100 | +$9.6M | |
| META, Meta Platforms | Add +2.4% | 258,881 | $300.21 | $78M | +6,100 | +$5.2M | |
| ITW, Illinois Tool Works | Hold | 327,500 | $230.31 | $75M | — | — | |
| MSCI | Hold | 142,850 | $513.08 | $73M | — | — | |
| BAM, Brookfield Asset Management | Hold | 2,193,953 | $33.34 | $73M | — | — | |
| GOOGL, Alphabet Class A | Add +0.9% | 555,000 | $130.86 | $73M | +5,000 | +$6.8M | |
| AXP, American Express | Hold | 484,250 | $149.19 | $72M | — | — | |
| LPLA, LPL Financial | Add +137.1% | 301,264 | $237.65 | $72M | +174,205 | +$44M | |
| SCHW, Charles Schwab | Add +2.4% | 1,276,766 | $54.90 | $70M | +30,500 | −$544K | |
| MCO, Moody's | Hold | 213,890 | $316.17 | $68M | — | — | |
| NVR | Add +2.9% | 10,824 | $5,963 | $65M | +305 | −$2.3M | |
| DG, Dollar General | Add +15.9% | 590,250 | $105.80 | $62M | +81,000 | −$24M | |
| Activision Blizzard | Hold | 650,600 | $93.63 | $61M | — | — | |
| SPGI, S&P Global | Hold | 150,690 | $365.41 | $55M | — | — | |
| ROL, Rollins | Add +2.0% | 1,383,275 | $37.33 | $52M | +27,000 | −$6.5M | |
| FDS, FactSet | Hold | 116,720 | $437.26 | $51M | — | — | |
| HEI, Heico | Hold | 379,644 | $129.22 | $49M | — | — | |
| BF.A, Brown-Forman Class A | Hold | 843,000 | $58.10 | $49M | — | — | |
| ACN, Accenture | Hold | 159,400 | $307.11 | $49M | — | — | |
| SBUX, Starbucks | Hold | 532,318 | $91.27 | $49M | — | — | |
| CMCSA, Comcast | Add +0.1% | 1,060,741 | $44.34 | $47M | +1,000 | +$3M | |
| ECL, Ecolab | Hold | 274,300 | $169.40 | $46M | — | — | |
| NSC, Norfolk Southern | Hold | 229,500 | $196.93 | $45M | — | — | |
| LIN, Linde | Add +5.3% | 120,500 | $372.35 | $45M | +6,100 | +$1.3M | |
| ROK, Rockwell Automation | Hold | 154,900 | $285.87 | $44M | — | — | |
| CG, Carlyle Group | Hold | 1,327,000 | $30.16 | $40M | — | — | |
| FDX, FedEx | Add +9.0% | 145,000 | $264.92 | $38M | +12,000 | +$5.4M | |
| WHR, Whirlpool | Hold | 282,049 | $133.70 | $38M | — | — | |
| NKE, Nike | Hold | 368,900 | $95.62 | $35M | — | — | |
| JPM, JPMorgan Chase | Add +5.7% | 241,550 | $145.02 | $35M | +13,000 | +$1.8M | |
| TROW, T. Rowe Price | Hold | 314,000 | $104.87 | $33M | — | — | |
| ODFL, Old Dominion Freight Line | Add +17.8% | 79,500 | $409.14 | $33M | +12,000 | +$7.6M | |
| AON, Aon | Add +7.0% | 99,550 | $324.22 | $32M | +6,500 | +$155K | |
| ITIC, Investors Title Co. NC | Hold | 213,300 | $148.09 | $32M | — | — | |
| Stericycle | Hold | 668,700 | $44.71 | $30M | — | — | |
| TSN, Tyson Foods | Add +28.3% | 577,500 | $50.49 | $29M | +127,500 | +$6.2M | |
| MMM, 3M | Hold | 293,750 | $93.62 | $28M | — | — | |
| BF.B, Brown-Forman Class B | Hold | 474,187 | $57.69 | $27M | — | — | |
| VRSK, Verisk | Add +5.2% | 114,700 | $236.24 | $27M | +5,700 | +$2.5M | |
| HGTY, Hagerty | Hold | 3,000,000 | $8.17 | $25M | — | — | |
| SHW, Sherwin-Williams | Hold | 94,172 | $255.05 | $24M | — | — | |
| CABO, Cable One | Add +41.2% | 37,700 | $615.64 | $23M | +11,000 | +$5.7M | |
| CVS, CVS Health | Hold | 332,000 | $69.82 | $23M | — | — | |
| LMT, Lockheed Martin | Hold | 56,363 | $408.96 | $23M | — | — | |
| COST, Costco | Hold | 39,150 | $564.96 | $22M | — | — | |
| THG, Hanover Insurance Group | Add +19.6% | 189,000 | $110.98 | $21M | +31,000 | +$3.1M | |
| CSCO, Cisco | Hold | 342,000 | $53.76 | $18M | — | — | |
| LBRDA, Liberty Broadband Series A | Reduce −4.1% | 196,750 | $90.91 | $18M | −8,500 | +$1.5M | |
| UNP, Union Pacific | Hold | 85,778 | $203.63 | $17M | — | — | |
| PAYX, Paychex | Hold | 150,000 | $115.33 | $17M | — | — | |
| CCK, Crown | Hold | 189,500 | $88.48 | $17M | — | — | |
| PEP, PepsiCo | Hold | 96,210 | $169.44 | $16M | — | — | |
| RTX | Hold | 224,000 | $71.97 | $16M | — | — | |
| EFX, Equifax | Hold | 87,850 | $183.18 | $16M | — | — | |
| ALL, Allstate | Add +10.1% | 141,550 | $111.41 | $16M | +13,000 | +$1.8M | |
| BK, BNY | Hold | 365,250 | $42.65 | $16M | — | — | |
| LBRDA, Liberty Broadband Series C | Reduce −12.9% | 149,859 | $91.32 | $14M | −22,254 | −$103K | |
| CARR, Carrier Global | Hold | 235,000 | $55.20 | $13M | — | — | |
| HXL, Hexcel | Hold | 189,000 | $65.14 | $12M | — | — | |
| PM, Philip Morris International | Hold | 114,500 | $92.58 | $11M | — | — | |
| SEIC, Sei Investments | Hold | 173,200 | $60.23 | $10M | — | — | |
| EA, Electronic Arts | Hold | 80,800 | $120.40 | $9.7M | — | — | |
| RNR, RenaissanceRe | Add +36.1% | 49,000 | $197.92 | $9.7M | +13,000 | +$3M | |
| CE, Celanese | Add +17.6% | 76,800 | $125.52 | $9.6M | +11,500 | +$2.1M | |
| OTIS, Otis Worldwide | Hold | 114,620 | $80.31 | $9.2M | — | — | |
| TGT, Target | Add +53.7% | 83,000 | $110.57 | $9.2M | +29,000 | +$2.1M | |
| COF, Capital One | Add +16.9% | 90,000 | $97.05 | $8.7M | +13,000 | +$313K | |
| IQV, IQVIA | Add +37.7% | 43,826 | $196.75 | $8.6M | +12,000 | +$1.5M | |
| AMT, American Tower | Hold | 51,910 | $164.45 | $8.5M | — | — | |
| WFC, Wells Fargo | Hold | 204,450 | $40.86 | $8.4M | — | — | |
| SMG, Scotts Miracle-Gro | Add +4.2% | 156,000 | $51.68 | $8.1M | +6,265 | −$1.3M | |
| O-I Glass | Add 0.0% | 469,100 | $16.73 | $7.8M | +100 | −$2.2M | |
| CBRL | Hold | 111,000 | $67.20 | $7.5M | — | — | |
| TRU, Transunion | Hold | 101,050 | $71.79 | $7.3M | — | — | |
| TMO, Thermo Fisher Scientific | Add +65.9% | 13,600 | $506.17 | $6.9M | +5,400 | +$2.6M | |
| KMX, CarMax | Add +21.7% | 84,000 | $70.73 | $5.9M | +15,000 | +$166K | |
| SHOP, Shopify | Hold | 102,750 | $54.57 | $5.6M | — | — | |
| EMN, Eastman Chemical | Add +21.7% | 72,950 | $76.72 | $5.6M | +13,000 | +$578K | |
| SONY, Sony | Reduce −41.7% | 67,000 | $82.41 | $5.5M | −47,996 | −$4.8M | |
| LAMR, Lamar Advertising | Add +46.4% | 50,500 | $83.47 | $4.2M | +16,000 | +$791K | |
| CHH, Choice Hotels International | Add +560.0% | 33,000 | $122.51 | $4M | +28,000 | +$3.5M | |
| SPOT, Spotify | Hold | 25,900 | $154.64 | $4M | — | — | |
| ICE, Intercontinental Exchange | Hold | 33,077 | $110.02 | $3.6M | — | — | |
| VNT, Vontier | Hold | 110,853 | $30.92 | $3.4M | — | — | |
| Liberty Media | New | 98,000 | $31.92 | $3.1M | +98,000 | +$3.1M | |
| GHC, Graham | Hold | 5,200 | $583.00 | $3M | — | — | |
| LBTYA, Liberty Global | Reduce −6.1% | 168,000 | $17.12 | $2.9M | −11,000 | −$142K | |
| WRB, Berkley | Hold | 40,500 | $63.49 | $2.6M | — | — | |
| Liberty Media | New | 80,000 | $32.10 | $2.6M | +80,000 | +$2.6M | |
| BALL, BALL Corp | Hold | 51,000 | $49.78 | $2.5M | — | — | |
| UNH, UnitedHealth Group | New | 5,000 | $504.19 | $2.5M | +5,000 | +$2.5M | |
| HCA, HCA Healthcare | New | 8,050 | $245.98 | $2M | +8,050 | +$2M | |
| IT, Gartner | Hold | 5,700 | $343.61 | $2M | — | — | |
| BN, Brookfield Corporation | Hold | 60,101 | $31.47 | $1.9M | — | — | |
| WTW, Willis Towers Watson | Hold | 8,627 | $208.96 | $1.8M | — | — | |
| IFF, International Flavors & Fragrances | Hold | 23,000 | $68.17 | $1.6M | — | — | |
| CSGP, CoStar Group | Hold | 18,600 | $76.89 | $1.4M | — | — | |
| INTU, Intuit | Hold | 2,720 | $510.94 | $1.4M | — | — | |
| URI, United Rentals | New | 3,000 | $444.57 | $1.3M | +3,000 | +$1.3M | |
| Dun & Bradstreet | Hold | 115,000 | $9.99 | $1.1M | — | — | |
| FERG, Ferguson | New | 6,000 | $164.47 | $987K | +6,000 | +$987K | |
| UBER, Uber | Add +200.0% | 21,000 | $45.99 | $966K | +14,000 | +$664K | |
| BUD, Anheuser-Busch InBev | Add +22.2% | 11,000 | $55.30 | $608K | +2,000 | +$98K |
Showing top 50 of 132 by value
Exits / last held
Gone since 2023 Q2, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Liberty Media | Exit | 0 | $32.73 | $17M | −522,000 | −$17M | |
| Liberty Media | Exit | 0 | $32.81 | $14M | −426,000 | −$14M | |
| HCSG, Healthcare Services Group | Exit | 0 | $14.93 | $4.6M | −308,000 | −$4.6M | |
| Skyward Specialty Insurance Group | Exit | 0 | $25.41 | $1.5M | −60,064 | −$1.5M |
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