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 | 6.71% | Hold | 1,114 | $612,241 | $682M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 6.13% | Hold | 1,531,971 | $406.80 | $623M | — | — |
| GOOG - Alphabet · CL C | 4.96% | Hold | 2,749,860 | $183.42 | $504M | — | — |
| AMZN - Amazon | 3.86% | Hold | 2,030,760 | $193.25 | $392M | — | — |
| BN - Brookfield · CL A | 3.56% | Hold | 8,715,741 | $41.54 | $362M | — | — |
| HD - Home Depot | 3.12% | Hold | 920,000 | $344.24 | $317M | — | — |
| DE - Deere | 3.11% | Add +2.6% | 845,350 | $373.63 | $316M | +21,550 | −$23M |
| NVO - Novo-Nordisk A S | 3.02% | Hold | 2,150,000 | $142.74 | $307M | — | — |
| ADI - Analog Devices | 2.62% | Add 0.0% | 1,167,671 | $228.26 | $267M | +200 | +$36M |
| WSO - Watsco | 2.60% | Add +0.9% | 571,250 | $463.24 | $265M | +5,000 | +$20M |
| V - VISA · CL A | 2.58% | Hold | 999,285 | $262.47 | $262M | — | — |
| AAPL - Apple | 2.54% | Add 0.0% | 1,227,290 | $210.62 | $258M | +100 | +$48M |
| MSFT - Microsoft | 2.23% | Add +0.9% | 507,480 | $446.95 | $227M | +4,650 | +$15M |
| DIS - Disney Walt | 1.98% | Hold | 2,031,665 | $99.29 | $202M | — | — |
| BLK - Blackrock | 1.71% | Hold | 220,200 | $787.32 | $173M | — | — |
| DEO - Diageo | 1.70% | Add +0.5% | 1,366,708 | $126.08 | $172M | +6,300 | −$30M |
| RLI - RLI Corp | 1.66% | Hold | 1,197,272 | $140.69 | $168M | — | — |
| GS - Goldman Sachs Group | 1.60% | Hold | 359,360 | $452.32 | $163M | — | — |
| PGR - Progressive | 1.54% | Hold | 753,750 | $207.71 | $157M | — | — |
| KKR — | 1.50% | Hold | 1,451,800 | $105.24 | $153M | — | — |
| BX - Blackstone | 1.50% | Hold | 1,229,000 | $123.80 | $152M | — | — |
| LOW - Lowes Cos | 1.47% | Add +1.9% | 675,980 | $220.46 | $149M | +12,500 | −$20M |
| MMC - Marsh & Mclennan Cos | 1.46% | Add +1.8% | 706,500 | $210.72 | $149M | +12,500 | +$6M |
| TXN - Texas Instrs | 1.39% | Hold | 724,000 | $194.53 | $141M | — | — |
| META - Meta Platforms · CL A | 1.34% | Add +1.2% | 270,981 | $504.22 | $137M | +3,300 | +$7M |
| LPLA - Lpl Finl | 1.32% | Add +6.1% | 481,791 | $279.30 | $135M | +27,500 | +$15M |
| APO - Apollo Global Mgmt | 1.18% | Hold | 1,012,500 | $118.07 | $120M | — | — |
| GD - General Dynamics | 1.12% | Hold | 391,000 | $290.14 | $113M | — | — |
| AXP - American Express | 1.10% | Hold | 484,250 | $231.55 | $112M | — | — |
| CAT - Caterpillar | 1.02% | Add +1.3% | 311,500 | $333.10 | $104M | +3,900 | −$9M |
| GOOGL - Alphabet · CL A | 0.99% | Hold | 555,000 | $182.15 | $101M | — | — |
| SCHW - Schwab Charles | 0.99% | Add +1.0% | 1,366,766 | $73.69 | $101M | +13,000 | +$3M |
| DG - Dollar Gen | 0.91% | Add +3.3% | 697,250 | $132.23 | $92M | +22,000 | −$13M |
| MA - Mastercard · CL A | 0.90% | Hold | 207,540 | $441.16 | $92M | — | — |
| MCO - Moodys | 0.89% | Hold | 213,890 | $420.93 | $90M | — | — |
| JNJ - Johnson & Johnson | 0.88% | Hold | 610,800 | $146.16 | $89M | — | — |
| ADM - Archer Daniels Midland | 0.87% | Hold | 1,463,300 | $60.45 | $88M | — | — |
| NVR - NVR Inc | 0.86% | Add +1.6% | 11,529 | $7,589 | $87M | +180 | −$4M |
| BAM — · CL A | 0.82% | Hold | 2,193,953 | $38.05 | $83M | — | — |
| ITW - Illinois Tool Wks | 0.76% | Hold | 327,500 | $236.96 | $78M | — | — |
| ROL - Rollins | 0.69% | Add +0.9% | 1,439,275 | $48.79 | $70M | +13,000 | +$4M |
| MSCI - MSCI Inc | 0.68% | Hold | 142,850 | $481.75 | $69M | — | — |
| HEI - Heico · CL A | 0.66% | Hold | 379,644 | $177.52 | $67M | — | — |
| SPGI - S&P Global | 0.66% | Hold | 150,690 | $446.00 | $67M | — | — |
| ECL - Ecolab | 0.64% | Hold | 274,300 | $238.00 | $65M | — | — |
| LIN - Linde | 0.62% | Add +9.1% | 143,500 | $438.81 | $63M | +12,000 | +$2M |
| FDX - Fedex | 0.53% | Add +7.7% | 181,000 | $299.84 | $54M | +13,000 | +$6M |
| CG - Carlyle Group | 0.52% | Hold | 1,327,000 | $40.15 | $53M | — | — |
| JPM - Jpmorgan Chase & | 0.50% | Hold | 252,550 | $202.26 | $51M | — | — |
| ODFL - Old Dominion Freight | 0.49% | Add +43.3% | 279,500 | $176.60 | $49M | +84,500 | +$7M |
| NSC - Norfolk Southn | 0.48% | Hold | 229,500 | $214.69 | $49M | — | — |
| ACN - Accenture Ireland · CLASS A | 0.48% | Hold | 159,400 | $303.41 | $48M | — | — |
| FDS - Factset Resh Sys | 0.47% | Hold | 116,720 | $408.27 | $48M | — | — |
| TSN - Tyson Foods · CL A | 0.44% | Add +1.0% | 785,500 | $57.14 | $45M | +8,000 | −$779K |
| SBUX - Starbucks | 0.44% | Add +5.0% | 568,318 | $77.85 | $44M | +27,000 | −$5M |
| ROK - Rockwell Automation | 0.42% | Hold | 154,900 | $275.28 | $43M | — | — |
| CMCSA - Comcast · CL A | 0.42% | Add +0.8% | 1,081,241 | $39.16 | $42M | +9,000 | −$4M |
| ITIC - Investors Title Nc | 0.38% | Hold | 213,300 | $180.13 | $38M | — | — |
| BF.A — · CL A | 0.37% | Hold | 843,000 | $44.13 | $37M | — | — |
| TROW - T. Rowe Price | 0.36% | Hold | 314,000 | $115.31 | $36M | — | — |
| VRSK - Verisk Analytics | 0.35% | Add +5.1% | 133,700 | $269.55 | $36M | +6,500 | +$6M |
| AON - AON PLC · CL A | 0.33% | Add +3.5% | 113,950 | $293.58 | $33M | +3,900 | −$3M |
| COST - Costco Whsl | 0.33% | Hold | 39,150 | $849.99 | $33M | — | — |
| HGTY - Hagerty · CL A | 0.31% | Hold | 3,000,000 | $10.40 | $31M | — | — |
| THG - Hanover Ins Group | 0.30% | Add +5.7% | 240,000 | $125.44 | $30M | +13,000 | −$805K |
| MMM - 3M | 0.30% | Hold | 293,750 | $102.19 | $30M | — | — |
| NKE - NIKE · CL B | 0.29% | Add +3.5% | 388,900 | $75.37 | $29M | +13,000 | −$6M |
| FNV - Franco Nev | 0.29% | New | 245,000 | $118.52 | $29M | +245,000 | +$29M |
| WHR - Whirlpool | 0.28% | Hold | 282,049 | $102.20 | $29M | — | — |
| SHW - Sherwin Williams | 0.28% | Hold | 94,172 | $298.43 | $28M | — | — |
| LMT - Lockheed Martin | 0.26% | Hold | 56,363 | $467.10 | $26M | — | — |
| ALL - Allstate | 0.24% | Hold | 154,550 | $159.66 | $25M | — | — |
| EFX - Equifax | 0.23% | Hold | 97,850 | $242.46 | $24M | — | — |
| RTX - Raytheon | 0.22% | Hold | 224,000 | $100.39 | $22M | — | — |
| BF.B - Brown Forman · CL B | 0.20% | Hold | 474,187 | $43.19 | $20M | — | — |
| TGT - Target | 0.19% | Hold | 133,000 | $148.04 | $20M | — | — |
| UNP - Union Pac | 0.19% | Hold | 85,778 | $226.26 | $19M | — | — |
| CABO - Cable One | 0.19% | Add +11.9% | 53,800 | $354.00 | $19M | +5,700 | −$1M |
| PAYX - Paychex | 0.17% | Hold | 150,000 | $118.56 | $18M | — | — |
| TMO - Thermo Fisher Scientific | 0.16% | Add +19.0% | 29,400 | $553.00 | $16M | +4,700 | +$2M |
| CSCO - Cisco Sys | 0.16% | Hold | 342,000 | $47.51 | $16M | — | — |
| PEP - Pepsico | 0.16% | Hold | 96,210 | $164.93 | $16M | — | — |
| RNR - Renaissancere | 0.15% | Hold | 70,000 | $223.51 | $16M | — | — |
| CARR - Carrier Global | 0.15% | Hold | 235,000 | $63.08 | $15M | — | — |
| URI - United Rentals | 0.14% | Add +41.9% | 22,000 | $646.73 | $14M | +6,500 | +$3M |
| CCK - Crown | 0.14% | Hold | 189,500 | $74.39 | $14M | — | — |
| FERG - Ferguson | 0.13% | Add +22.6% | 70,500 | $193.65 | $14M | +13,000 | +$1M |
| CHH - Choice Hotels Intl | 0.13% | Add +30.8% | 110,500 | $119.00 | $13M | +26,000 | +$2M |
| COF - Capital One Finl | 0.12% | Hold | 91,000 | $138.45 | $13M | — | — |
| IQV - IQVIA | 0.12% | Add +5.4% | 58,726 | $211.44 | $12M | +3,000 | −$2M |
| WFC - Wells Fargo | 0.12% | Hold | 204,450 | $59.39 | $12M | — | — |
| HXL - Hexcel | 0.12% | Hold | 189,000 | $62.45 | $12M | — | — |
| PM - Philip Morris Intl | 0.11% | Hold | 114,500 | $101.33 | $12M | — | — |
| YUM - Yum Brands | 0.11% | Add +435.5% | 86,502 | $132.46 | $11M | +70,350 | +$9M |
| HCA - Hca Healthcare | 0.11% | Add +63.8% | 35,105 | $321.28 | $11M | +13,673 | +$4M |
| LAMR - Lamar Advertising · CL A | 0.11% | Add +22.1% | 94,000 | $119.53 | $11M | +17,000 | +$2M |
| SEIC - Sei Invts | 0.11% | Hold | 173,200 | $64.69 | $11M | — | — |
| OTIS - Otis Worldwide | 0.11% | Hold | 114,620 | $96.26 | $11M | — | — |
| SMG - Scotts Miracle-Gro · CL A | 0.11% | Hold | 168,000 | $65.06 | $11M | — | — |
| UNH - Unitedhealth Group | 0.10% | Add +29.3% | 20,814 | $509.26 | $11M | +4,714 | +$3M |
| CE - Celanese Del | 0.10% | Hold | 77,800 | $134.89 | $10M | — | — |
| AMT - American Tower | 0.10% | Hold | 51,910 | $194.38 | $10M | — | — |
| KMX - Carmax | 0.10% | Add +10.5% | 136,500 | $73.34 | $10M | +13,000 | −$747K |
| APD - Air Prods & Chems | 0.10% | Add +153.3% | 38,000 | $258.05 | $10M | +23,000 | +$6M |
| PKG - Graphic Packaging | 0.09% | Add +39.0% | 334,725 | $26.21 | $9M | +93,901 | +$2M |
| SPOT - Spotify Technology S A | 0.08% | Hold | 25,900 | $313.79 | $8M | — | — |
| O-I Glass | 0.07% | Add +25.0% | 674,100 | $11.13 | $8M | +135,000 | −$1M |
| TRU - Transunion | 0.07% | Hold | 101,050 | $74.16 | $7M | — | — |
| EMN - Eastman Chem | 0.07% | Hold | 74,950 | $97.97 | $7M | — | — |
| BK - Bank New York Mellon | 0.07% | Hold | 121,500 | $59.89 | $7M | — | — |
| EA - Electronic Arts | 0.07% | Reduce −38.4% | 49,800 | $139.33 | $7M | −31,000 | −$4M |
| SHOP - Shopify · CL A | 0.07% | Hold | 102,750 | $66.05 | $7M | — | — |
| SONY - SONY Group | 0.06% | Hold | 67,000 | $84.95 | $6M | — | — |
| MAR - Marriott Intl · CL A | 0.05% | Add +144.4% | 22,000 | $241.77 | $5M | +13,000 | +$3M |
| UBER - UBER Technologies | 0.05% | Add +22.4% | 71,000 | $72.68 | $5M | +13,000 | +$695K |
| NSP - Insperity | 0.05% | Add +213.5% | 52,906 | $91.21 | $5M | +36,030 | +$3M |
| CBRL — | 0.05% | Hold | 111,000 | $42.16 | $5M | — | — |
| FIX - Comfort Sys USA | 0.04% | Hold | 13,000 | $304.12 | $4M | — | — |
| HSY - Hershey | 0.04% | Add +126.3% | 21,500 | $183.83 | $4M | +12,000 | +$2M |
| SOLV - Solventum | 0.04% | New | 73,437 | $52.88 | $4M | +73,437 | +$4M |
| GHC - Graham · CL B | 0.04% | Hold | 5,200 | $699.55 | $4M | — | — |
| WRB - Berkley W R | 0.03% | Hold | 40,500 | $78.58 | $3M | — | — |
| BALL - BALL Corp | 0.03% | Hold | 51,000 | $60.02 | $3M | — | — |
| CVS - Cvs Health | 0.03% | Reduce −85.8% | 47,000 | $59.06 | $3M | −285,000 | −$24M |
| IT - Gartner | 0.03% | Hold | 5,700 | $449.06 | $3M | — | — |
| BN - Brookfield Reins · CL A | 0.02% | Hold | 60,101 | $41.59 | $2M | — | — |
| WTW - Willis Towers Watson | 0.02% | Hold | 8,627 | $262.14 | $2M | — | — |
| INTU - Intuit | 0.02% | Hold | 2,720 | $657.21 | $2M | — | — |
| ULS - Ul Solutions · CLASS A | 0.01% | New | 36,000 | $42.19 | $2M | +36,000 | +$2M |
| CSGP - Costar Group | 0.01% | Hold | 18,600 | $74.14 | $1M | — | — |
| Dun & Bradstreet | 0.01% | Hold | 115,000 | $9.26 | $1M | — | — |
| ICE - Intercontinental Exchange | 0.01% | Hold | 5,120 | $136.89 | $701K | — | — |
| BUD - Anheuser Busch Inbev SA/ | 0.01% | Hold | 11,000 | $58.15 | $640K | — | — |
Showing top 50 of 133 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Stericycle | 0.02% | Exit | 0 | $52.76 | $2M | −38,000 | −$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