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 | 6.97% | Hold | 1,114 | $634,440 | $707M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 6.35% | Hold | 1,531,971 | $420.52 | $644M | — | — |
| GOOG - Alphabet · CL C | 4.13% | Hold | 2,749,860 | $152.26 | $419M | — | — |
| AMZN - Amazon | 3.61% | Hold | 2,030,760 | $180.38 | $366M | — | — |
| BN - Brookfield · CL A | 3.60% | Hold | 8,715,741 | $41.87 | $365M | — | — |
| HD - Home Depot | 3.48% | Hold | 920,000 | $383.60 | $353M | — | — |
| DE - Deere | 3.34% | Add +3.3% | 823,800 | $410.74 | $338M | +26,000 | +$19M |
| V - VISA · CL A | 2.75% | Hold | 999,285 | $279.08 | $279M | — | — |
| NVO - Novo-Nordisk A S | 2.72% | Hold | 2,150,000 | $128.40 | $276M | — | — |
| DIS - Disney Walt | 2.45% | Hold | 2,031,665 | $122.36 | $249M | — | — |
| WSO - Watsco | 2.41% | Add +1.7% | 566,250 | $431.97 | $245M | +9,500 | +$6M |
| ADI - Analog Devices | 2.28% | Add +0.3% | 1,167,471 | $197.79 | $231M | +3,500 | −$204K |
| MSFT - Microsoft | 2.09% | Add +0.9% | 502,830 | $420.72 | $212M | +4,350 | +$24M |
| AAPL - Apple | 2.08% | Add +0.1% | 1,227,190 | $171.48 | $210M | +1,300 | −$26M |
| DEO - Diageo | 2.00% | Add +0.4% | 1,360,408 | $148.74 | $202M | +5,700 | +$5M |
| BLK - Blackrock | 1.81% | Hold | 220,200 | $833.70 | $184M | — | — |
| RLI - RLI Corp | 1.75% | Hold | 1,197,272 | $148.47 | $178M | — | — |
| LOW - Lowes Cos | 1.67% | Add +1.0% | 663,480 | $254.73 | $169M | +6,500 | +$23M |
| BX - Blackstone | 1.59% | Hold | 1,229,000 | $131.37 | $161M | — | — |
| PGR - Progressive | 1.54% | Hold | 753,750 | $206.82 | $156M | — | — |
| GS - Goldman Sachs Group | 1.48% | Hold | 359,360 | $417.69 | $150M | — | — |
| KKR — | 1.44% | Hold | 1,451,800 | $100.58 | $146M | — | — |
| MMC - Marsh & Mclennan Cos | 1.41% | Add +1.4% | 694,000 | $205.98 | $143M | +9,500 | +$13M |
| META - Meta Platforms · CL A | 1.28% | Add +1.1% | 267,681 | $485.58 | $130M | +3,000 | +$36M |
| TXN - Texas Instrs | 1.24% | Hold | 724,000 | $174.21 | $126M | — | — |
| LPLA - Lpl Finl | 1.18% | Add +6.5% | 454,291 | $264.20 | $120M | +27,905 | +$23M |
| APO - Apollo Global Mgmt | 1.12% | Hold | 1,012,500 | $112.45 | $114M | — | — |
| CAT - Caterpillar | 1.11% | Add +1.5% | 307,600 | $366.43 | $113M | +4,500 | +$23M |
| GD - General Dynamics | 1.09% | Hold | 391,000 | $282.49 | $110M | — | — |
| AXP - American Express | 1.09% | Hold | 484,250 | $227.69 | $110M | — | — |
| DG - Dollar Gen | 1.04% | Add +3.2% | 675,250 | $156.06 | $105M | +21,000 | +$16M |
| MA - Mastercard · CL A | 0.99% | Hold | 207,540 | $481.57 | $100M | — | — |
| SCHW - Schwab Charles | 0.97% | Add +1.4% | 1,353,766 | $72.34 | $98M | +19,000 | +$6M |
| JNJ - Johnson & Johnson | 0.95% | Hold | 610,800 | $158.19 | $97M | — | — |
| BAM — · CL A | 0.91% | Hold | 2,193,953 | $42.02 | $92M | — | — |
| NVR - NVR Inc | 0.91% | Add +2.0% | 11,349 | $8,100 | $92M | +225 | +$14M |
| ADM - Archer Daniels Midland | 0.91% | Hold | 1,463,300 | $62.81 | $92M | — | — |
| ITW - Illinois Tool Wks | 0.87% | Hold | 327,500 | $268.33 | $88M | — | — |
| MCO - Moodys | 0.83% | Hold | 213,890 | $393.03 | $84M | — | — |
| GOOGL - Alphabet · CL A | 0.83% | Hold | 555,000 | $150.93 | $84M | — | — |
| MSCI - MSCI Inc | 0.79% | Hold | 142,850 | $560.45 | $80M | — | — |
| ROL - Rollins | 0.65% | Add +1.4% | 1,426,275 | $46.27 | $66M | +19,000 | +$5M |
| SPGI - S&P Global | 0.63% | Hold | 150,690 | $425.45 | $64M | — | — |
| ECL - Ecolab | 0.62% | Hold | 274,300 | $230.90 | $63M | — | — |
| CG - Carlyle Group | 0.61% | Hold | 1,327,000 | $46.91 | $62M | — | — |
| LIN - Linde | 0.60% | Add +4.2% | 131,500 | $464.32 | $61M | +5,300 | +$9M |
| NSC - Norfolk Southn | 0.58% | Hold | 229,500 | $254.87 | $58M | — | — |
| HEI - Heico · CL A | 0.58% | Hold | 379,644 | $153.94 | $58M | — | — |
| ACN - Accenture Ireland · CLASS A | 0.54% | Hold | 159,400 | $346.61 | $55M | — | — |
| FDS - Factset Resh Sys | 0.52% | Hold | 116,720 | $454.39 | $53M | — | — |
| JPM - Jpmorgan Chase & | 0.50% | Hold | 252,550 | $200.30 | $51M | — | — |
| SBUX - Starbucks | 0.49% | Add +1.7% | 541,318 | $91.39 | $49M | +9,000 | −$2M |
| FDX - Fedex | 0.48% | Add +7.3% | 168,000 | $289.74 | $49M | +11,500 | +$9M |
| CMCSA - Comcast · CL A | 0.46% | Add +1.1% | 1,072,241 | $43.35 | $46M | +11,500 | −$32K |
| TSN - Tyson Foods · CL A | 0.45% | Add +11.5% | 777,500 | $58.73 | $46M | +80,000 | +$8M |
| ROK - Rockwell Automation | 0.45% | Hold | 154,900 | $291.33 | $45M | — | — |
| BF.A — · CL A | 0.44% | Hold | 843,000 | $52.95 | $45M | — | — |
| ODFL - Old Dominion Freight | 0.42% | Add +114.3% | 195,000 | $219.31 | $43M | +104,000 | +$6M |
| TROW - T. Rowe Price | 0.38% | Hold | 314,000 | $121.92 | $38M | — | — |
| AON - AON PLC · CL A | 0.36% | Add +4.5% | 110,050 | $333.72 | $37M | +4,700 | +$6M |
| NKE - NIKE · CL B | 0.35% | Add +1.9% | 375,900 | $93.98 | $35M | +7,000 | −$5M |
| ITIC - Investors Title Nc | 0.34% | Hold | 213,300 | $163.19 | $35M | — | — |
| WHR - Whirlpool | 0.33% | Hold | 282,049 | $119.63 | $34M | — | — |
| SHW - Sherwin Williams | 0.32% | Hold | 94,172 | $347.33 | $33M | — | — |
| MMM - 3M | 0.31% | Hold | 293,750 | $106.07 | $31M | — | — |
| THG - Hanover Ins Group | 0.30% | Add +6.1% | 227,000 | $136.17 | $31M | +13,000 | +$5M |
| VRSK - Verisk Analytics | 0.30% | Add +5.4% | 127,200 | $235.73 | $30M | +6,500 | +$1M |
| COST - Costco Whsl | 0.28% | Hold | 39,150 | $732.63 | $29M | — | — |
| HGTY - Hagerty · CL A | 0.27% | Hold | 3,000,000 | $9.15 | $27M | — | — |
| ALL - Allstate | 0.26% | Hold | 154,550 | $173.01 | $27M | — | — |
| CVS - Cvs Health | 0.26% | Hold | 332,000 | $79.76 | $26M | — | — |
| EFX - Equifax | 0.26% | Hold | 97,850 | $267.52 | $26M | — | — |
| LMT - Lockheed Martin | 0.25% | Hold | 56,363 | $454.87 | $26M | — | — |
| BF.B - Brown Forman · CL B | 0.24% | Hold | 474,187 | $51.62 | $24M | — | — |
| TGT - Target | 0.23% | Add +9.9% | 133,000 | $177.21 | $24M | +12,000 | +$6M |
| RTX - Raytheon | 0.22% | Hold | 224,000 | $97.53 | $22M | — | — |
| UNP - Union Pac | 0.21% | Hold | 85,778 | $245.93 | $21M | — | — |
| CABO - Cable One | 0.20% | Add +8.8% | 48,100 | $423.13 | $20M | +3,900 | −$4M |
| PAYX - Paychex | 0.18% | Hold | 150,000 | $122.80 | $18M | — | — |
| CSCO - Cisco Sys | 0.17% | Hold | 342,000 | $49.91 | $17M | — | — |
| PEP - Pepsico | 0.17% | Hold | 96,210 | $175.01 | $17M | — | — |
| RNR - Renaissancere | 0.16% | Add +15.7% | 70,000 | $235.03 | $16M | +9,500 | +$5M |
| CCK - Crown | 0.15% | Hold | 189,500 | $79.26 | $15M | — | — |
| TMO - Thermo Fisher Scientific | 0.14% | Add +26.0% | 24,700 | $581.21 | $14M | +5,100 | +$4M |
| IQV - IQVIA | 0.14% | Add +10.1% | 55,726 | $252.89 | $14M | +5,100 | +$2M |
| HXL - Hexcel | 0.14% | Hold | 189,000 | $72.85 | $14M | — | — |
| CARR - Carrier Global | 0.13% | Hold | 235,000 | $58.13 | $14M | — | — |
| COF - Capital One Finl | 0.13% | Hold | 91,000 | $148.89 | $14M | — | — |
| CE - Celanese Del | 0.13% | Hold | 77,800 | $171.86 | $13M | — | — |
| FERG - Ferguson | 0.12% | Add +49.4% | 57,500 | $218.43 | $13M | +19,000 | +$5M |
| SMG - Scotts Miracle-Gro · CL A | 0.12% | Add +7.7% | 168,000 | $74.59 | $13M | +12,000 | +$3M |
| SEIC - Sei Invts | 0.12% | Hold | 173,200 | $71.90 | $12M | — | — |
| WFC - Wells Fargo | 0.12% | Hold | 204,450 | $57.96 | $12M | — | — |
| OTIS - Otis Worldwide | 0.11% | Hold | 114,620 | $99.27 | $11M | — | — |
| URI - United Rentals | 0.11% | Add +72.2% | 15,500 | $721.11 | $11M | +6,500 | +$6M |
| KMX - Carmax | 0.11% | Add +11.8% | 123,500 | $87.11 | $11M | +13,000 | +$2M |
| EA - Electronic Arts | 0.11% | Hold | 80,800 | $132.67 | $11M | — | — |
| CHH - Choice Hotels Intl | 0.11% | Add +37.4% | 84,500 | $126.35 | $11M | +23,000 | +$4M |
| PM - Philip Morris Intl | 0.10% | Hold | 114,500 | $91.62 | $10M | — | — |
| AMT - American Tower | 0.10% | Hold | 51,910 | $197.59 | $10M | — | — |
| LAMR - Lamar Advertising · CL A | 0.09% | Add +24.2% | 77,000 | $119.41 | $9M | +15,000 | +$3M |
| O-I Glass | 0.09% | Add +14.9% | 539,100 | $16.59 | $9M | +70,000 | +$1M |
| CBRL — | 0.08% | Hold | 111,000 | $72.73 | $8M | — | — |
| TRU - Transunion | 0.08% | Hold | 101,050 | $79.80 | $8M | — | — |
| UNH - Unitedhealth Group | 0.08% | Add +46.4% | 16,100 | $494.70 | $8M | +5,100 | +$2M |
| SHOP - Shopify · CL A | 0.08% | Hold | 102,750 | $77.17 | $8M | — | — |
| EMN - Eastman Chem | 0.07% | Hold | 74,950 | $100.22 | $8M | — | — |
| HCA - Hca Healthcare | 0.07% | Add +51.6% | 21,432 | $333.53 | $7M | +7,291 | +$3M |
| PKG - Graphic Packaging | 0.07% | Add +98.0% | 240,824 | $29.18 | $7M | +119,223 | +$4M |
| BK - Bank New York Mellon | 0.07% | Hold | 121,500 | $57.62 | $7M | — | — |
| SPOT - Spotify Technology S A | 0.07% | Hold | 25,900 | $263.90 | $7M | — | — |
| SONY - SONY Group | 0.06% | Hold | 67,000 | $85.74 | $6M | — | — |
| UBER - UBER Technologies | 0.04% | Add +28.9% | 58,000 | $76.99 | $4M | +13,000 | +$2M |
| FIX - Comfort Sys USA | 0.04% | Add +1200.0% | 13,000 | $317.71 | $4M | +12,000 | +$4M |
| GHC - Graham · CL B | 0.04% | Hold | 5,200 | $767.68 | $4M | — | — |
| APD - Air Prods & Chems | 0.04% | New | 15,000 | $242.27 | $4M | +15,000 | +$4M |
| WRB - Berkley W R | 0.04% | Hold | 40,500 | $88.44 | $4M | — | — |
| BALL - BALL Corp | 0.03% | Hold | 51,000 | $67.36 | $3M | — | — |
| IT - Gartner | 0.03% | Hold | 5,700 | $476.67 | $3M | — | — |
| BN - Brookfield Reins · CL A | 0.02% | Hold | 60,101 | $41.78 | $3M | — | — |
| WTW - Willis Towers Watson | 0.02% | Hold | 8,627 | $275.00 | $2M | — | — |
| MAR - Marriott Intl · CL A | 0.02% | New | 9,000 | $252.31 | $2M | +9,000 | +$2M |
| YUM - Yum Brands | 0.02% | New | 16,152 | $138.65 | $2M | +16,152 | +$2M |
| Stericycle | 0.02% | Reduce −94.3% | 38,000 | $52.75 | $2M | −630,700 | −$31M |
| NSP - Insperity | 0.02% | New | 16,876 | $109.61 | $2M | +16,876 | +$2M |
| HSY - Hershey | 0.02% | New | 9,500 | $194.50 | $2M | +9,500 | +$2M |
| CSGP - Costar Group | 0.02% | Hold | 18,600 | $96.60 | $2M | — | — |
| INTU - Intuit | 0.02% | Hold | 2,720 | $650.00 | $2M | — | — |
| Dun & Bradstreet | 0.01% | Hold | 115,000 | $10.04 | $1M | — | — |
| ICE - Intercontinental Exchange | 0.01% | Hold | 5,120 | $137.43 | $704K | — | — |
| BUD - Anheuser Busch Inbev SA/ | 0.01% | Hold | 11,000 | $60.78 | $669K | — | — |
Showing top 50 of 131 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| IFF - International Flavors & Fragrances | 0.02% | Exit | 0 | $80.96 | $2M | −23,000 | −$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