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 | $612,241 | $682M | — | — | |
| BRK.B, Berkshire Hathaway Class B | Hold | 1,531,971 | $406.80 | $623M | — | — | |
| GOOG, Alphabet Class C | Hold | 2,749,860 | $183.42 | $504M | — | — | |
| AMZN, Amazon | Hold | 2,030,760 | $193.25 | $392M | — | — | |
| BN, Brookfield Corporation | Hold | 8,715,741 | $41.54 | $362M | — | — | |
| HD, Home Depot | Hold | 920,000 | $344.24 | $317M | — | — | |
| DE, Deere | Add +2.6% | 845,350 | $373.63 | $316M | +21,550 | −$23M | |
| NVO, Novo Nordisk | Hold | 2,150,000 | $142.74 | $307M | — | — | |
| ADI, Analog Devices | Add 0.0% | 1,167,671 | $228.26 | $267M | +200 | +$36M | |
| WSO, Watsco | Add +0.9% | 571,250 | $463.24 | $265M | +5,000 | +$20M | |
| V, Visa | Hold | 999,285 | $262.47 | $262M | — | — | |
| AAPL, Apple | Add 0.0% | 1,227,290 | $210.62 | $258M | +100 | +$48M | |
| MSFT, Microsoft | Add +0.9% | 507,480 | $446.95 | $227M | +4,650 | +$15M | |
| DIS, Disney | Hold | 2,031,665 | $99.29 | $202M | — | — | |
| BLK, BlackRock | Hold | 220,200 | $787.32 | $173M | — | — | |
| DEO, Diageo | Add +0.5% | 1,366,708 | $126.08 | $172M | +6,300 | −$30M | |
| RLI, RLI Corp | Hold | 1,197,272 | $140.69 | $168M | — | — | |
| GS, Goldman Sachs | Hold | 359,360 | $452.32 | $163M | — | — | |
| PGR, Progressive | Hold | 753,750 | $207.71 | $157M | — | — | |
| KKR | Hold | 1,451,800 | $105.24 | $153M | — | — | |
| BX, Blackstone | Hold | 1,229,000 | $123.80 | $152M | — | — | |
| LOW, Lowe's | Add +1.9% | 675,980 | $220.46 | $149M | +12,500 | −$20M | |
| MMC, Marsh McLennan | Add +1.8% | 706,500 | $210.72 | $149M | +12,500 | +$5.9M | |
| TXN, Texas Instruments | Hold | 724,000 | $194.53 | $141M | — | — | |
| META, Meta Platforms | Add +1.2% | 270,981 | $504.22 | $137M | +3,300 | +$6.7M | |
| LPLA, LPL Financial | Add +6.1% | 481,791 | $279.30 | $135M | +27,500 | +$15M | |
| APO, Apollo Global Management | Hold | 1,012,500 | $118.07 | $120M | — | — | |
| GD, General Dynamics | Hold | 391,000 | $290.14 | $113M | — | — | |
| AXP, American Express | Hold | 484,250 | $231.55 | $112M | — | — | |
| CAT, Caterpillar | Add +1.3% | 311,500 | $333.10 | $104M | +3,900 | −$9M | |
| GOOGL, Alphabet Class A | Hold | 555,000 | $182.15 | $101M | — | — | |
| SCHW, Charles Schwab | Add +1.0% | 1,366,766 | $73.69 | $101M | +13,000 | +$2.8M | |
| DG, Dollar General | Add +3.3% | 697,250 | $132.23 | $92M | +22,000 | −$13M | |
| MA, Mastercard | Hold | 207,540 | $441.16 | $92M | — | — | |
| MCO, Moody's | Hold | 213,890 | $420.93 | $90M | — | — | |
| JNJ, Johnson & Johnson | Hold | 610,800 | $146.16 | $89M | — | — | |
| ADM, Archer-Daniels-Midland | Hold | 1,463,300 | $60.45 | $88M | — | — | |
| NVR | Add +1.6% | 11,529 | $7,589 | $87M | +180 | −$4.4M | |
| BAM, Brookfield Asset Management | Hold | 2,193,953 | $38.05 | $83M | — | — | |
| ITW, Illinois Tool Works | Hold | 327,500 | $236.96 | $78M | — | — | |
| ROL, Rollins | Add +0.9% | 1,439,275 | $48.79 | $70M | +13,000 | +$4.2M | |
| MSCI | Hold | 142,850 | $481.75 | $69M | — | — | |
| HEI, Heico | Hold | 379,644 | $177.52 | $67M | — | — | |
| SPGI, S&P Global | Hold | 150,690 | $446.00 | $67M | — | — | |
| ECL, Ecolab | Hold | 274,300 | $238.00 | $65M | — | — | |
| LIN, Linde | Add +9.1% | 143,500 | $438.81 | $63M | +12,000 | +$1.9M | |
| FDX, FedEx | Add +7.7% | 181,000 | $299.84 | $54M | +13,000 | +$5.6M | |
| CG, Carlyle Group | Hold | 1,327,000 | $40.15 | $53M | — | — | |
| JPM, JPMorgan Chase | Hold | 252,550 | $202.26 | $51M | — | — | |
| ODFL, Old Dominion Freight Line | Add +43.3% | 279,500 | $176.60 | $49M | +84,500 | +$6.6M | |
| NSC, Norfolk Southern | Hold | 229,500 | $214.69 | $49M | — | — | |
| ACN, Accenture | Hold | 159,400 | $303.41 | $48M | — | — | |
| FDS, FactSet | Hold | 116,720 | $408.27 | $48M | — | — | |
| TSN, Tyson Foods | Add +1.0% | 785,500 | $57.14 | $45M | +8,000 | −$779K | |
| SBUX, Starbucks | Add +5.0% | 568,318 | $77.85 | $44M | +27,000 | −$5.2M | |
| ROK, Rockwell Automation | Hold | 154,900 | $275.28 | $43M | — | — | |
| CMCSA, Comcast | Add +0.8% | 1,081,241 | $39.16 | $42M | +9,000 | −$4.1M | |
| ITIC, Investors Title Co. NC | Hold | 213,300 | $180.13 | $38M | — | — | |
| BF.A, Brown-Forman Class A | Hold | 843,000 | $44.13 | $37M | — | — | |
| TROW, T. Rowe Price | Hold | 314,000 | $115.31 | $36M | — | — | |
| VRSK, Verisk | Add +5.1% | 133,700 | $269.55 | $36M | +6,500 | +$6.1M | |
| AON, Aon | Add +3.5% | 113,950 | $293.58 | $33M | +3,900 | −$3.3M | |
| COST, Costco | Hold | 39,150 | $849.99 | $33M | — | — | |
| HGTY, Hagerty | Hold | 3,000,000 | $10.40 | $31M | — | — | |
| THG, Hanover Insurance Group | Add +5.7% | 240,000 | $125.44 | $30M | +13,000 | −$805K | |
| MMM, 3M | Hold | 293,750 | $102.19 | $30M | — | — | |
| NKE, Nike | Add +3.5% | 388,900 | $75.37 | $29M | +13,000 | −$6M | |
| FNV, Franco Nev | New | 245,000 | $118.52 | $29M | +245,000 | +$29M | |
| WHR, Whirlpool | Hold | 282,049 | $102.20 | $29M | — | — | |
| SHW, Sherwin-Williams | Hold | 94,172 | $298.43 | $28M | — | — | |
| LMT, Lockheed Martin | Hold | 56,363 | $467.10 | $26M | — | — | |
| ALL, Allstate | Hold | 154,550 | $159.66 | $25M | — | — | |
| EFX, Equifax | Hold | 97,850 | $242.46 | $24M | — | — | |
| RTX | Hold | 224,000 | $100.39 | $22M | — | — | |
| BF.B, Brown-Forman Class B | Hold | 474,187 | $43.19 | $20M | — | — | |
| TGT, Target | Hold | 133,000 | $148.04 | $20M | — | — | |
| UNP, Union Pacific | Hold | 85,778 | $226.26 | $19M | — | — | |
| CABO, Cable One | Add +11.9% | 53,800 | $354.00 | $19M | +5,700 | −$1.3M | |
| PAYX, Paychex | Hold | 150,000 | $118.56 | $18M | — | — | |
| TMO, Thermo Fisher Scientific | Add +19.0% | 29,400 | $553.00 | $16M | +4,700 | +$1.9M | |
| CSCO, Cisco | Hold | 342,000 | $47.51 | $16M | — | — | |
| PEP, PepsiCo | Hold | 96,210 | $164.93 | $16M | — | — | |
| RNR, RenaissanceRe | Hold | 70,000 | $223.51 | $16M | — | — | |
| CARR, Carrier Global | Hold | 235,000 | $63.08 | $15M | — | — | |
| URI, United Rentals | Add +41.9% | 22,000 | $646.73 | $14M | +6,500 | +$3.1M | |
| CCK, Crown | Hold | 189,500 | $74.39 | $14M | — | — | |
| FERG, Ferguson | Add +22.6% | 70,500 | $193.65 | $14M | +13,000 | +$1.1M | |
| CHH, Choice Hotels International | Add +30.8% | 110,500 | $119.00 | $13M | +26,000 | +$2.5M | |
| COF, Capital One | Hold | 91,000 | $138.45 | $13M | — | — | |
| IQV, IQVIA | Add +5.4% | 58,726 | $211.44 | $12M | +3,000 | −$1.7M | |
| WFC, Wells Fargo | Hold | 204,450 | $59.39 | $12M | — | — | |
| HXL, Hexcel | Hold | 189,000 | $62.45 | $12M | — | — | |
| PM, Philip Morris International | Hold | 114,500 | $101.33 | $12M | — | — | |
| YUM, Yum Brands | Add +435.5% | 86,502 | $132.46 | $11M | +70,350 | +$9.2M | |
| HCA, HCA Healthcare | Add +63.8% | 35,105 | $321.28 | $11M | +13,673 | +$4.1M | |
| LAMR, Lamar Advertising | Add +22.1% | 94,000 | $119.53 | $11M | +17,000 | +$2M | |
| SEIC, Sei Investments | Hold | 173,200 | $64.69 | $11M | — | — | |
| OTIS, Otis Worldwide | Hold | 114,620 | $96.26 | $11M | — | — | |
| SMG, Scotts Miracle-Gro | Hold | 168,000 | $65.06 | $11M | — | — | |
| UNH, UnitedHealth Group | Add +29.3% | 20,814 | $509.26 | $11M | +4,714 | +$2.6M | |
| CE, Celanese | Hold | 77,800 | $134.89 | $10M | — | — | |
| AMT, American Tower | Hold | 51,910 | $194.38 | $10M | — | — | |
| KMX, CarMax | Add +10.5% | 136,500 | $73.34 | $10M | +13,000 | −$747K | |
| APD, Air Products & Chemicals | Add +153.3% | 38,000 | $258.05 | $9.8M | +23,000 | +$6.2M | |
| PKG, Graphic Packaging | Add +39.0% | 334,725 | $26.21 | $8.8M | +93,901 | +$1.7M | |
| SPOT, Spotify | Hold | 25,900 | $313.79 | $8.1M | — | — | |
| O-I Glass | Add +25.0% | 674,100 | $11.13 | $7.5M | +135,000 | −$1.4M | |
| TRU, Transunion | Hold | 101,050 | $74.16 | $7.5M | — | — | |
| EMN, Eastman Chemical | Hold | 74,950 | $97.97 | $7.3M | — | — | |
| BK, BNY | Hold | 121,500 | $59.89 | $7.3M | — | — | |
| EA, Electronic Arts | Reduce −38.4% | 49,800 | $139.33 | $6.9M | −31,000 | −$3.8M | |
| SHOP, Shopify | Hold | 102,750 | $66.05 | $6.8M | — | — | |
| SONY, Sony | Hold | 67,000 | $84.95 | $5.7M | — | — | |
| MAR, Marriott | Add +144.4% | 22,000 | $241.77 | $5.3M | +13,000 | +$3M | |
| UBER, Uber | Add +22.4% | 71,000 | $72.68 | $5.2M | +13,000 | +$695K | |
| NSP, Insperity | Add +213.5% | 52,906 | $91.21 | $4.8M | +36,030 | +$3M | |
| CBRL | Hold | 111,000 | $42.16 | $4.7M | — | — | |
| FIX, Comfort Systems USA | Hold | 13,000 | $304.12 | $4M | — | — | |
| HSY, Hershey | Add +126.3% | 21,500 | $183.83 | $4M | +12,000 | +$2.1M | |
| SOLV, Solventum | New | 73,437 | $52.88 | $3.9M | +73,437 | +$3.9M | |
| GHC, Graham | Hold | 5,200 | $699.55 | $3.6M | — | — | |
| WRB, Berkley | Hold | 40,500 | $78.58 | $3.2M | — | — | |
| BALL, BALL Corp | Hold | 51,000 | $60.02 | $3.1M | — | — | |
| CVS, CVS Health | Reduce −85.8% | 47,000 | $59.06 | $2.8M | −285,000 | −$24M | |
| IT, Gartner | Hold | 5,700 | $449.06 | $2.6M | — | — | |
| BN, Brookfield Corporation | Hold | 60,101 | $41.59 | $2.5M | — | — | |
| WTW, Willis Towers Watson | Hold | 8,627 | $262.14 | $2.3M | — | — | |
| INTU, Intuit | Hold | 2,720 | $657.21 | $1.8M | — | — | |
| ULS, Ul Solutions | New | 36,000 | $42.19 | $1.5M | +36,000 | +$1.5M | |
| CSGP, CoStar Group | Hold | 18,600 | $74.14 | $1.4M | — | — | |
| Dun & Bradstreet | Hold | 115,000 | $9.26 | $1.1M | — | — | |
| ICE, Intercontinental Exchange | Hold | 5,120 | $136.89 | $701K | — | — | |
| BUD, Anheuser-Busch InBev | Hold | 11,000 | $58.15 | $640K | — | — |
Showing top 50 of 133 by value
Exits / last held
Gone since 2024 Q1, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Stericycle | Exit | 0 | $52.76 | $2M | −38,000 | −$2M |
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