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 | 6.93% | Hold | 1,114 | $691,180 | $770M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 6.35% | Hold | 1,531,971 | $460.26 | $705M | — | — |
| BN - Brookfield · CL A | 4.17% | Hold | 8,715,741 | $53.15 | $463M | — | — |
| GOOG - Alphabet · CL C | 4.14% | Hold | 2,749,860 | $167.19 | $460M | — | — |
| AMZN - Amazon | 3.41% | Hold | 2,030,760 | $186.33 | $378M | — | — |
| HD - Home Depot | 3.36% | Hold | 920,000 | $405.20 | $373M | — | — |
| DE - Deere | 3.26% | Add +2.8% | 869,100 | $417.33 | $363M | +23,750 | +$47M |
| WSO - Watsco | 2.58% | Add +2.0% | 582,500 | $491.88 | $287M | +11,250 | +$22M |
| AAPL - Apple | 2.57% | Hold | 1,227,290 | $233.00 | $286M | — | — |
| V - VISA · CL A | 2.47% | Hold | 999,285 | $274.95 | $275M | — | — |
| ADI - Analog Devices | 2.42% | Hold | 1,167,671 | $230.17 | $269M | — | — |
| NVO - Novo-Nordisk A S | 2.30% | Hold | 2,150,000 | $119.07 | $256M | — | — |
| MSFT - Microsoft | 1.99% | Add +1.5% | 514,980 | $430.30 | $222M | +7,500 | −$5M |
| BLK - Blackrock | 1.88% | Hold | 220,200 | $949.51 | $209M | — | — |
| DIS - Disney Walt | 1.76% | Hold | 2,031,665 | $96.19 | $195M | — | — |
| DEO - Diageo | 1.73% | Hold | 1,366,708 | $140.34 | $192M | — | — |
| PGR - Progressive | 1.72% | Hold | 753,750 | $253.76 | $191M | — | — |
| KKR — | 1.71% | Hold | 1,451,800 | $130.58 | $190M | — | — |
| BX - Blackstone | 1.69% | Hold | 1,229,000 | $153.13 | $188M | — | — |
| LOW - Lowes Cos | 1.68% | Add +2.1% | 690,480 | $270.85 | $187M | +14,500 | +$38M |
| RLI - RLI Corp | 1.67% | Hold | 1,197,272 | $154.98 | $186M | — | — |
| GS - Goldman Sachs Group | 1.60% | Hold | 359,360 | $495.11 | $178M | — | — |
| MMC - Marsh & Mclennan Cos | 1.45% | Add +2.3% | 722,500 | $223.09 | $161M | +16,000 | +$12M |
| META - Meta Platforms · CL A | 1.42% | Add +1.6% | 275,231 | $572.44 | $158M | +4,250 | +$21M |
| TXN - Texas Instrs | 1.35% | Hold | 724,000 | $206.57 | $150M | — | — |
| AXP - American Express | 1.18% | Hold | 484,250 | $271.20 | $131M | — | — |
| APO - Apollo Global Mgmt | 1.14% | Hold | 1,012,500 | $124.91 | $126M | — | — |
| CAT - Caterpillar | 1.12% | Add +2.3% | 318,750 | $391.12 | $125M | +7,250 | +$21M |
| LPLA - Lpl Finl | 1.09% | Add +8.0% | 520,404 | $232.63 | $121M | +38,613 | −$14M |
| GD - General Dynamics | 1.06% | Hold | 391,000 | $302.20 | $118M | — | — |
| NVR - NVR Inc | 1.03% | Add +1.5% | 11,704 | $9,812 | $115M | +175 | +$27M |
| BAM — · CL A | 0.93% | Hold | 2,193,953 | $47.29 | $104M | — | — |
| MA - Mastercard · CL A | 0.92% | Hold | 207,540 | $493.80 | $102M | — | — |
| MCO - Moodys | 0.91% | Hold | 213,890 | $474.59 | $102M | — | — |
| JNJ - Johnson & Johnson | 0.89% | Hold | 610,800 | $162.06 | $99M | — | — |
| GOOGL - Alphabet · CL A | 0.83% | Hold | 555,000 | $165.85 | $92M | — | — |
| SCHW - Schwab Charles | 0.79% | Reduce −1.2% | 1,350,800 | $64.81 | $88M | −15,966 | −$13M |
| ADM - Archer Daniels Midland | 0.79% | Hold | 1,463,300 | $59.74 | $87M | — | — |
| ITW - Illinois Tool Wks | 0.77% | Hold | 327,500 | $262.07 | $86M | — | — |
| MSCI - MSCI Inc | 0.75% | Hold | 142,850 | $582.93 | $83M | — | — |
| SPGI - S&P Global | 0.70% | Hold | 150,690 | $516.62 | $78M | — | — |
| HEI - Heico · CL A | 0.70% | Hold | 379,644 | $203.76 | $77M | — | — |
| LIN - Linde | 0.67% | Add +8.0% | 155,000 | $476.86 | $74M | +11,500 | +$11M |
| ROL - Rollins | 0.66% | Add +1.0% | 1,453,275 | $50.58 | $74M | +14,000 | +$3M |
| ECL - Ecolab | 0.63% | Hold | 274,300 | $255.33 | $70M | — | — |
| DG - Dollar Gen | 0.56% | Add +6.5% | 742,250 | $84.57 | $63M | +45,000 | −$29M |
| ODFL - Old Dominion Freight | 0.53% | Add +5.5% | 295,000 | $198.64 | $59M | +15,500 | +$9M |
| SBUX - Starbucks | 0.53% | Add +5.6% | 600,318 | $97.49 | $59M | +32,000 | +$14M |
| CG - Carlyle Group | 0.51% | Hold | 1,327,000 | $43.06 | $57M | — | — |
| NSC - Norfolk Southn | 0.51% | Hold | 229,500 | $248.50 | $57M | — | — |
| ACN - Accenture Ireland · CLASS A | 0.51% | Hold | 159,400 | $353.48 | $56M | — | — |
| FDS - Factset Resh Sys | 0.48% | Hold | 116,720 | $459.85 | $54M | — | — |
| FDX - Fedex | 0.48% | Add +7.7% | 195,000 | $273.68 | $53M | +14,000 | −$903K |
| JPM - Jpmorgan Chase & | 0.48% | Hold | 252,550 | $210.86 | $53M | — | — |
| ITIC - Investors Title Nc | 0.44% | Hold | 213,300 | $229.80 | $49M | — | — |
| TSN - Tyson Foods · CL A | 0.42% | Add +0.5% | 789,500 | $59.56 | $47M | +4,000 | +$2M |
| CMCSA - Comcast · CL A | 0.41% | Hold | 1,081,241 | $41.77 | $45M | — | — |
| FNV - Franco Nev | 0.39% | Add +41.0% | 345,500 | $124.25 | $43M | +100,500 | +$14M |
| ROK - Rockwell Automation | 0.37% | Hold | 154,900 | $268.46 | $42M | — | — |
| AON - AON PLC · CL A | 0.37% | Add +5.4% | 120,150 | $345.99 | $42M | +6,200 | +$8M |
| BF.A — · CL A | 0.36% | Hold | 843,000 | $48.08 | $41M | — | — |
| MMM - 3M | 0.36% | Hold | 293,750 | $136.70 | $40M | — | — |
| VRSK - Verisk Analytics | 0.35% | Add +8.4% | 144,950 | $267.96 | $39M | +11,250 | +$3M |
| NKE - NIKE · CL B | 0.34% | Add +10.3% | 428,900 | $88.40 | $38M | +40,000 | +$9M |
| THG - Hanover Ins Group | 0.34% | Add +5.8% | 254,000 | $148.11 | $38M | +14,000 | +$8M |
| SHW - Sherwin Williams | 0.32% | Hold | 94,172 | $381.67 | $36M | — | — |
| COST - Costco Whsl | 0.31% | Hold | 39,150 | $886.52 | $35M | — | — |
| TROW - T. Rowe Price | 0.31% | Hold | 314,000 | $108.93 | $34M | — | — |
| LMT - Lockheed Martin | 0.30% | Hold | 56,363 | $584.56 | $33M | — | — |
| HGTY - Hagerty · CL A | 0.27% | Hold | 3,000,000 | $10.17 | $31M | — | — |
| ALL - Allstate | 0.26% | Hold | 154,550 | $189.65 | $29M | — | — |
| RTX - Raytheon | 0.24% | New | 224,000 | $121.16 | $27M | +224,000 | +$27M |
| BF.B - Brown Forman · CL B | 0.21% | Hold | 474,187 | $49.20 | $23M | — | — |
| TMO - Thermo Fisher Scientific | 0.20% | Add +20.4% | 35,400 | $618.57 | $22M | +6,000 | +$6M |
| YUM - Yum Brands | 0.20% | Add +80.9% | 156,502 | $139.71 | $22M | +70,000 | +$10M |
| EFX - Equifax | 0.19% | Reduce −25.5% | 72,850 | $293.86 | $21M | −25,000 | −$2M |
| UNP - Union Pac | 0.19% | Hold | 85,778 | $246.48 | $21M | — | — |
| URI - United Rentals | 0.19% | Add +18.0% | 25,950 | $809.73 | $21M | +3,950 | +$7M |
| CABO - Cable One | 0.19% | Add +11.6% | 60,050 | $349.79 | $21M | +6,250 | +$2M |
| TGT - Target | 0.19% | Hold | 133,000 | $155.86 | $21M | — | — |
| HCA - Hca Healthcare | 0.19% | Add +45.1% | 50,930 | $406.43 | $21M | +15,825 | +$9M |
| PAYX - Paychex | 0.18% | Hold | 150,000 | $134.19 | $20M | — | — |
| RNR - Renaissancere | 0.17% | Hold | 70,000 | $272.40 | $19M | — | — |
| CARR - Carrier Global | 0.17% | Hold | 235,000 | $80.49 | $19M | — | — |
| CSCO - Cisco Sys | 0.16% | Hold | 342,000 | $53.22 | $18M | — | — |
| CCK - Crown | 0.16% | Hold | 189,500 | $95.88 | $18M | — | — |
| WHR - Whirlpool | 0.15% | Reduce −44.1% | 157,619 | $107.00 | $17M | −124,430 | −$12M |
| FERG - Ferguson | 0.15% | New | 84,500 | $198.57 | $17M | +84,500 | +$17M |
| PEP - Pepsico | 0.15% | Hold | 96,210 | $170.05 | $16M | — | — |
| APD - Air Prods & Chems | 0.14% | Add +36.8% | 52,000 | $297.74 | $15M | +14,000 | +$6M |
| CHH - Choice Hotels Intl | 0.14% | Add +4.5% | 115,500 | $130.30 | $15M | +5,000 | +$2M |
| LAMR - Lamar Advertising · CL A | 0.13% | Add +18.1% | 111,000 | $133.60 | $15M | +17,000 | +$4M |
| SMG - Scotts Miracle-Gro · CL A | 0.13% | Hold | 168,000 | $86.70 | $15M | — | — |
| UNH - Unitedhealth Group | 0.13% | Add +15.6% | 24,064 | $584.68 | $14M | +3,250 | +$3M |
| IQV - IQVIA | 0.13% | Hold | 58,726 | $236.97 | $14M | — | — |
| PM - Philip Morris Intl | 0.13% | Hold | 114,500 | $121.40 | $14M | — | — |
| COF - Capital One Finl | 0.12% | Hold | 91,000 | $149.73 | $14M | — | — |
| AMT - American Tower | 0.11% | Hold | 51,910 | $232.56 | $12M | — | — |
| SEIC - Sei Invts | 0.11% | Hold | 173,200 | $69.19 | $12M | — | — |
| OTIS - Otis Worldwide | 0.11% | Hold | 114,620 | $103.94 | $12M | — | — |
| HXL - Hexcel | 0.11% | Hold | 189,000 | $61.83 | $12M | — | — |
| PKG - Graphic Packaging | 0.11% | Add +17.9% | 394,725 | $29.59 | $12M | +60,000 | +$3M |
| WFC - Wells Fargo | 0.10% | Hold | 204,450 | $56.49 | $12M | — | — |
| O-I Glass | 0.10% | Add +20.8% | 814,100 | $13.12 | $11M | +140,000 | +$3M |
| TRU - Transunion | 0.10% | Hold | 101,050 | $104.70 | $11M | — | — |
| CE - Celanese Del | 0.10% | Hold | 77,800 | $135.96 | $11M | — | — |
| KMX - Carmax | 0.10% | Hold | 136,500 | $77.38 | $11M | — | — |
| SPOT - Spotify Technology S A | 0.09% | Hold | 25,900 | $368.53 | $10M | — | — |
| MAR - Marriott Intl · CL A | 0.08% | Add +63.6% | 36,000 | $248.60 | $9M | +14,000 | +$4M |
| BK - Bank New York Mellon | 0.08% | Hold | 121,500 | $71.86 | $9M | — | — |
| EMN - Eastman Chem | 0.08% | Hold | 74,950 | $111.95 | $8M | — | — |
| SHOP - Shopify · CL A | 0.07% | Hold | 102,750 | $80.14 | $8M | — | — |
| HSY - Hershey | 0.06% | Add +67.4% | 36,000 | $191.78 | $7M | +14,500 | +$3M |
| UBER - UBER Technologies | 0.06% | Add +23.9% | 88,000 | $75.16 | $7M | +17,000 | +$1M |
| SONY - SONY Group | 0.06% | Hold | 67,000 | $96.57 | $6M | — | — |
| NSP - Insperity | 0.06% | Add +32.6% | 70,143 | $88.00 | $6M | +17,237 | +$1M |
| FIX - Comfort Sys USA | 0.05% | Hold | 13,000 | $390.35 | $5M | — | — |
| GHC - Graham · CL B | 0.04% | Hold | 5,200 | $821.72 | $4M | — | — |
| BALL - BALL Corp | 0.03% | Hold | 51,000 | $67.91 | $3M | — | — |
| WRB - Berkley W R | 0.03% | Add +50.0% | 60,750 | $56.73 | $3M | +20,250 | +$264K |
| IT - Gartner | 0.03% | Hold | 5,700 | $506.76 | $3M | — | — |
| WTW - Willis Towers Watson | 0.02% | Hold | 8,627 | $294.53 | $3M | — | — |
| ABNB - Airbnb · CL A | 0.02% | New | 19,150 | $126.81 | $2M | +19,150 | +$2M |
| DPZ - Dominos Pizza | 0.02% | New | 4,500 | $430.14 | $2M | +4,500 | +$2M |
| INTU - Intuit | 0.02% | Hold | 2,720 | $621.00 | $2M | — | — |
| CSGP - Costar Group | 0.01% | Hold | 18,600 | $75.44 | $1M | — | — |
| EL - Estee Lauder · CL A | 0.01% | New | 14,000 | $99.69 | $1M | +14,000 | +$1M |
| Dun & Bradstreet | 0.01% | Hold | 115,000 | $11.51 | $1M | — | — |
| BC - Brunswick | 0.01% | New | 14,000 | $83.82 | $1M | +14,000 | +$1M |
| ICE - Intercontinental Exchange | 0.01% | Hold | 5,120 | $160.64 | $822K | — | — |
| BUD - Anheuser Busch Inbev SA/ | 0.01% | Hold | 11,000 | $66.29 | $729K | — | — |
| SOLV - Solventum | 0.00% | Reduce −99.0% | 750 | $69.72 | $52K | −72,687 | −$4M |
Showing top 50 of 132 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| RTX - Raytheon | 0.22% | Exit | 0 | $100.39 | $22M | −224,000 | −$22M |
| FERG - Ferguson | 0.13% | Exit | 0 | $193.65 | $14M | −70,500 | −$14M |
| EA - Electronic Arts | 0.07% | Exit | 0 | $139.34 | $7M | −49,800 | −$7M |
| CBRL — | 0.05% | Exit | 0 | $42.16 | $5M | −111,000 | −$5M |
| CVS - Cvs Health | 0.03% | Exit | 0 | $59.06 | $3M | −47,000 | −$3M |
| BN - Brookfield Reins · CL A | 0.02% | Exit | 0 | $41.60 | $2M | −60,101 | −$2M |
| ULS - Ul Solutions · CLASS A | 0.01% | Exit | 0 | $42.19 | $2M | −36,000 | −$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