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 | 6.57% | Hold | 1,114 | $542,625 | $604M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 5.94% | Hold | 1,531,971 | $356.66 | $546M | — | — |
| GOOG - Alphabet · CL C | 4.21% | Hold | 2,749,860 | $140.93 | $388M | — | — |
| BN - Brookfield · CL A | 3.80% | Hold | 8,715,741 | $40.12 | $350M | — | — |
| DE - Deere | 3.47% | Add +5.1% | 797,800 | $399.87 | $319M | +39,000 | +$33M |
| HD - Home Depot | 3.47% | Hold | 920,000 | $346.55 | $319M | — | — |
| AMZN - Amazon | 3.35% | Add +0.3% | 2,030,760 | $151.94 | $309M | +5,800 | +$51M |
| V - VISA · CL A | 2.83% | Hold | 999,285 | $260.35 | $260M | — | — |
| WSO - Watsco | 2.59% | Add +2.0% | 556,750 | $428.47 | $239M | +11,000 | +$32M |
| AAPL - Apple | 2.57% | Add +0.3% | 1,225,890 | $192.53 | $236M | +4,000 | +$27M |
| ADI - Analog Devices | 2.51% | Add +3.1% | 1,163,971 | $198.56 | $231M | +35,300 | +$33M |
| NVO - Novo-Nordisk A S | 2.42% | Hold | 2,150,000 | $103.45 | $222M | — | — |
| DEO - Diageo | 2.15% | Add +0.3% | 1,354,708 | $145.66 | $197M | +4,500 | −$4M |
| MSFT - Microsoft | 2.04% | Add +1.2% | 498,480 | $376.04 | $187M | +6,000 | +$32M |
| DIS - Disney Walt | 1.99% | Add +0.1% | 2,031,665 | $90.29 | $183M | +2,000 | +$19M |
| BLK - Blackrock | 1.94% | Hold | 220,200 | $811.80 | $179M | — | — |
| BX - Blackstone | 1.75% | Hold | 1,229,000 | $130.92 | $161M | — | — |
| RLI - RLI Corp | 1.73% | Hold | 1,197,272 | $133.12 | $159M | — | — |
| LOW - Lowes Cos | 1.59% | Add +1.8% | 656,980 | $222.55 | $146M | +11,500 | +$12M |
| GS - Goldman Sachs Group | 1.51% | Hold | 359,360 | $385.77 | $139M | — | — |
| MMC - Marsh & Mclennan Cos | 1.41% | Add +1.8% | 684,500 | $189.47 | $130M | +12,000 | +$2M |
| TXN - Texas Instrs | 1.34% | Hold | 724,000 | $170.46 | $123M | — | — |
| KKR — | 1.31% | Hold | 1,451,800 | $82.85 | $120M | — | — |
| PGR - Progressive | 1.31% | Hold | 753,750 | $159.28 | $120M | — | — |
| ADM - Archer Daniels Midland | 1.15% | Hold | 1,463,300 | $72.22 | $106M | — | — |
| GD - General Dynamics | 1.10% | Hold | 391,000 | $259.67 | $102M | — | — |
| LPLA - Lpl Finl | 1.06% | Add +41.5% | 426,386 | $227.62 | $97M | +125,122 | +$25M |
| JNJ - Johnson & Johnson | 1.04% | Hold | 610,800 | $156.74 | $96M | — | — |
| APO - Apollo Global Mgmt | 1.03% | Hold | 1,012,500 | $93.19 | $94M | — | — |
| META - Meta Platforms · CL A | 1.02% | Add +2.2% | 264,681 | $353.96 | $94M | +5,800 | +$16M |
| SCHW - Schwab Charles | 1.00% | Add +4.5% | 1,334,766 | $68.80 | $92M | +58,000 | +$22M |
| AXP - American Express | 0.99% | Hold | 484,250 | $187.34 | $91M | — | — |
| CAT - Caterpillar | 0.97% | Add +1.3% | 303,100 | $295.67 | $90M | +4,000 | +$8M |
| DG - Dollar Gen | 0.97% | Add +10.8% | 654,250 | $135.95 | $89M | +64,000 | +$26M |
| MA - Mastercard · CL A | 0.96% | Hold | 207,540 | $426.51 | $89M | — | — |
| BAM — · CL A | 0.96% | Hold | 2,193,953 | $40.17 | $88M | — | — |
| ITW - Illinois Tool Wks | 0.93% | Hold | 327,500 | $261.94 | $86M | — | — |
| MCO - Moodys | 0.91% | Hold | 213,890 | $390.56 | $84M | — | — |
| MSCI - MSCI Inc | 0.88% | Hold | 142,850 | $565.65 | $81M | — | — |
| NVR - NVR Inc | 0.85% | Add +2.8% | 11,124 | $7,000 | $78M | +300 | +$13M |
| GOOGL - Alphabet · CL A | 0.84% | Hold | 555,000 | $139.69 | $78M | — | — |
| SPGI - S&P Global | 0.72% | Hold | 150,690 | $440.52 | $66M | — | — |
| ROL - Rollins | 0.67% | Add +1.7% | 1,407,275 | $43.67 | $61M | +24,000 | +$10M |
| ACN - Accenture Ireland · CLASS A | 0.61% | Hold | 159,400 | $350.91 | $56M | — | — |
| FDS - Factset Resh Sys | 0.61% | Hold | 116,720 | $477.05 | $56M | — | — |
| ECL - Ecolab | 0.59% | Hold | 274,300 | $198.35 | $54M | — | — |
| NSC - Norfolk Southn | 0.59% | Hold | 229,500 | $236.38 | $54M | — | — |
| HEI - Heico · CL A | 0.59% | Hold | 379,644 | $142.44 | $54M | — | — |
| CG - Carlyle Group | 0.59% | Hold | 1,327,000 | $40.69 | $54M | — | — |
| LIN - Linde | 0.56% | Add +4.7% | 126,200 | $410.71 | $52M | +5,700 | +$7M |
| SBUX - Starbucks | 0.56% | Hold | 532,318 | $96.01 | $51M | — | — |
| BF.A — · CL A | 0.55% | Hold | 843,000 | $59.59 | $50M | — | — |
| ROK - Rockwell Automation | 0.52% | Hold | 154,900 | $310.48 | $48M | — | — |
| CMCSA - Comcast · CL A | 0.51% | Hold | 1,060,741 | $43.85 | $47M | — | — |
| JPM - Jpmorgan Chase & | 0.47% | Add +4.6% | 252,550 | $170.10 | $43M | +11,000 | +$8M |
| NKE - NIKE · CL B | 0.44% | Hold | 368,900 | $108.57 | $40M | — | — |
| FDX - Fedex | 0.43% | Add +7.9% | 156,500 | $252.97 | $40M | +11,500 | +$1M |
| TSN - Tyson Foods · CL A | 0.41% | Add +20.8% | 697,500 | $53.75 | $37M | +120,000 | +$8M |
| ODFL - Old Dominion Freight | 0.40% | Add +14.5% | 91,000 | $405.33 | $37M | +11,500 | +$4M |
| ITIC - Investors Title Nc | 0.38% | Hold | 213,300 | $162.14 | $35M | — | — |
| WHR - Whirlpool | 0.37% | Hold | 282,049 | $121.77 | $34M | — | — |
| TROW - T. Rowe Price | 0.37% | Hold | 314,000 | $107.69 | $34M | — | — |
| Stericycle | 0.36% | Hold | 668,700 | $49.56 | $33M | — | — |
| MMM - 3M | 0.35% | Hold | 293,750 | $109.32 | $32M | — | — |
| AON - AON PLC · CL A | 0.33% | Add +5.8% | 105,350 | $291.02 | $31M | +5,800 | −$2M |
| SHW - Sherwin Williams | 0.32% | Hold | 94,172 | $311.90 | $29M | — | — |
| VRSK - Verisk Analytics | 0.31% | Add +5.2% | 120,700 | $238.86 | $29M | +6,000 | +$2M |
| BF.B - Brown Forman · CL B | 0.29% | Hold | 474,187 | $57.10 | $27M | — | — |
| CVS - Cvs Health | 0.28% | Hold | 332,000 | $78.96 | $26M | — | — |
| THG - Hanover Ins Group | 0.28% | Add +13.2% | 214,000 | $121.42 | $26M | +25,000 | +$5M |
| COST - Costco Whsl | 0.28% | Hold | 39,150 | $660.08 | $26M | — | — |
| LMT - Lockheed Martin | 0.28% | Hold | 56,363 | $453.24 | $26M | — | — |
| CABO - Cable One | 0.27% | Add +17.2% | 44,200 | $556.59 | $25M | +6,500 | +$1M |
| EFX - Equifax | 0.26% | Add +11.4% | 97,850 | $247.29 | $24M | +10,000 | +$8M |
| HGTY - Hagerty · CL A | 0.25% | Hold | 3,000,000 | $7.80 | $23M | — | — |
| ALL - Allstate | 0.24% | Add +9.2% | 154,550 | $139.98 | $22M | +13,000 | +$6M |
| UNP - Union Pac | 0.23% | Hold | 85,778 | $245.62 | $21M | — | — |
| RTX - Raytheon | 0.20% | Hold | 224,000 | $84.14 | $19M | — | — |
| PAYX - Paychex | 0.19% | Hold | 150,000 | $119.11 | $18M | — | — |
| CCK - Crown | 0.19% | Hold | 189,500 | $92.09 | $17M | — | — |
| CSCO - Cisco Sys | 0.19% | Hold | 342,000 | $50.52 | $17M | — | — |
| TGT - Target | 0.19% | Add +45.8% | 121,000 | $142.42 | $17M | +38,000 | +$8M |
| PEP - Pepsico | 0.18% | Hold | 96,210 | $169.84 | $16M | — | — |
| HXL - Hexcel | 0.15% | Hold | 189,000 | $73.75 | $14M | — | — |
| CARR - Carrier Global | 0.15% | Hold | 235,000 | $57.45 | $14M | — | — |
| CE - Celanese Del | 0.13% | Add +1.3% | 77,800 | $155.37 | $12M | +1,000 | +$2M |
| COF - Capital One Finl | 0.13% | Add +1.1% | 91,000 | $131.12 | $12M | +1,000 | +$3M |
| RNR - Renaissancere | 0.13% | Add +23.5% | 60,500 | $196.00 | $12M | +11,500 | +$2M |
| IQV - IQVIA | 0.13% | Add +15.5% | 50,626 | $231.38 | $12M | +6,800 | +$3M |
| AMT - American Tower | 0.12% | Hold | 51,910 | $215.88 | $11M | — | — |
| EA - Electronic Arts | 0.12% | Hold | 80,800 | $136.81 | $11M | — | — |
| SEIC - Sei Invts | 0.12% | Hold | 173,200 | $63.55 | $11M | — | — |
| PM - Philip Morris Intl | 0.12% | Hold | 114,500 | $94.08 | $11M | — | — |
| TMO - Thermo Fisher Scientific | 0.11% | Add +44.1% | 19,600 | $530.79 | $10M | +6,000 | +$4M |
| OTIS - Otis Worldwide | 0.11% | Hold | 114,620 | $89.47 | $10M | — | — |
| WFC - Wells Fargo | 0.11% | Hold | 204,450 | $49.22 | $10M | — | — |
| SMG - Scotts Miracle-Gro · CL A | 0.11% | Hold | 156,000 | $63.75 | $10M | — | — |
| CBRL — | 0.09% | Hold | 111,000 | $77.08 | $9M | — | — |
| KMX - Carmax | 0.09% | Add +31.5% | 110,500 | $76.74 | $8M | +26,500 | +$3M |
| SHOP - Shopify · CL A | 0.09% | Hold | 102,750 | $77.90 | $8M | — | — |
| O-I Glass | 0.08% | Hold | 469,100 | $16.38 | $8M | — | — |
| FERG - Ferguson | 0.08% | Add +541.7% | 38,500 | $193.07 | $7M | +32,500 | +$6M |
| CHH - Choice Hotels Intl | 0.08% | Add +86.4% | 61,500 | $113.30 | $7M | +28,500 | +$3M |
| TRU - Transunion | 0.08% | Hold | 101,050 | $68.71 | $7M | — | — |
| EMN - Eastman Chem | 0.07% | Add +2.7% | 74,950 | $89.82 | $7M | +2,000 | +$1M |
| LAMR - Lamar Advertising · CL A | 0.07% | Add +22.8% | 62,000 | $106.28 | $7M | +11,500 | +$2M |
| SONY - SONY Group | 0.07% | Hold | 67,000 | $94.69 | $6M | — | — |
| BK - Bank New York Mellon | 0.07% | Reduce −66.7% | 121,500 | $52.05 | $6M | −243,750 | −$9M |
| UNH - Unitedhealth Group | 0.06% | Add +120.0% | 11,000 | $526.47 | $6M | +6,000 | +$3M |
| URI - United Rentals | 0.06% | Add +200.0% | 9,000 | $573.42 | $5M | +6,000 | +$4M |
| SPOT - Spotify Technology S A | 0.05% | Hold | 25,900 | $187.91 | $5M | — | — |
| HCA - Hca Healthcare | 0.04% | Add +75.7% | 14,141 | $270.68 | $4M | +6,091 | +$2M |
| GHC - Graham · CL B | 0.04% | Hold | 5,200 | $696.52 | $4M | — | — |
| PKG - Graphic Packaging | 0.03% | New | 121,601 | $24.65 | $3M | +121,601 | +$3M |
| BALL - BALL Corp | 0.03% | Hold | 51,000 | $57.52 | $3M | — | — |
| WRB - Berkley W R | 0.03% | Hold | 40,500 | $70.72 | $3M | — | — |
| UBER - UBER Technologies | 0.03% | Add +114.3% | 45,000 | $61.57 | $3M | +24,000 | +$2M |
| IT - Gartner | 0.03% | Hold | 5,700 | $451.11 | $3M | — | — |
| BN - Brookfield Reins · CL A | 0.03% | Hold | 60,101 | $40.37 | $2M | — | — |
| WTW - Willis Towers Watson | 0.02% | Hold | 8,627 | $241.20 | $2M | — | — |
| IFF - International Flavors & Fragrances | 0.02% | Hold | 23,000 | $80.97 | $2M | — | — |
| INTU - Intuit | 0.02% | Hold | 2,720 | $625.03 | $2M | — | — |
| CSGP - Costar Group | 0.02% | Hold | 18,600 | $87.39 | $2M | — | — |
| Dun & Bradstreet | 0.01% | Hold | 115,000 | $11.70 | $1M | — | — |
| BUD - Anheuser Busch Inbev SA/ | 0.01% | Hold | 11,000 | $64.62 | $711K | — | — |
| ICE - Intercontinental Exchange | 0.01% | Reduce −84.5% | 5,120 | $128.43 | $658K | −27,957 | −$3M |
Showing top 50 of 126 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Activision Blizzard | 0.74% | Exit | 0 | $93.63 | $61M | −650,600 | −$61M |
| LBRDA - Liberty Broadband | 0.22% | Exit | 0 | $90.91 | $18M | −196,750 | −$18M |
| LBRDA - Liberty Broadband | 0.17% | Exit | 0 | $91.32 | $14M | −149,859 | −$14M |
| VNT - Vontier | 0.04% | Exit | 0 | $30.92 | $3M | −110,853 | −$3M |
| Liberty Media Del | 0.04% | Exit | 0 | $31.92 | $3M | −98,000 | −$3M |
| LBTYA - Liberty Global · CL A | 0.03% | Exit | 0 | $17.12 | $3M | −168,000 | −$3M |
| Liberty Media Del | 0.03% | Exit | 0 | $32.10 | $3M | −80,000 | −$3M |
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