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 | 6.69% | Hold | 1,114 | $680,920 | $759M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 6.12% | Hold | 1,531,971 | $453.28 | $694M | — | — |
| GOOG - Alphabet · CL C | 4.62% | Hold | 2,749,860 | $190.44 | $524M | — | — |
| BN - Brookfield · CL A | 4.41% | Hold | 8,715,741 | $57.45 | $501M | — | — |
| AMZN - Amazon | 3.93% | Hold | 2,030,760 | $219.39 | $446M | — | — |
| DE - Deere | 3.27% | Add +0.7% | 874,950 | $423.70 | $371M | +5,850 | +$8M |
| HD - Home Depot | 3.15% | Hold | 920,000 | $388.99 | $358M | — | — |
| V - VISA · CL A | 2.78% | Hold | 999,285 | $316.04 | $316M | — | — |
| AAPL - Apple | 2.71% | Hold | 1,227,290 | $250.42 | $307M | — | — |
| WSO - Watsco | 2.47% | Add +1.4% | 590,500 | $473.89 | $280M | +8,000 | −$7M |
| ADI - Analog Devices | 2.19% | Hold | 1,167,671 | $212.46 | $248M | — | — |
| DIS - Disney Walt | 1.99% | Hold | 2,031,665 | $111.35 | $226M | — | — |
| BLK - Blackrock Ord | 1.99% | New | 220,200 | $1,025 | $226M | +220,200 | +$226M |
| MSFT - Microsoft | 1.93% | Add +0.9% | 519,480 | $421.50 | $219M | +4,500 | −$3M |
| KKR — | 1.89% | Hold | 1,451,800 | $147.91 | $215M | — | — |
| BX - Blackstone | 1.87% | Hold | 1,229,000 | $172.42 | $212M | — | — |
| GS - Goldman Sachs Group | 1.81% | Hold | 359,360 | $572.62 | $206M | — | — |
| RLI - RLI Corp | 1.74% | Hold | 1,197,272 | $164.83 | $197M | — | — |
| NVO - Novo-Nordisk A S | 1.63% | Hold | 2,150,000 | $86.02 | $185M | — | — |
| PGR - Progressive | 1.59% | Hold | 753,750 | $239.61 | $181M | — | — |
| LPLA - Lpl Finl | 1.53% | Add +2.3% | 532,404 | $326.51 | $174M | +12,000 | +$53M |
| DEO - Diageo | 1.53% | Hold | 1,366,708 | $127.13 | $174M | — | — |
| LOW - Lowes Cos | 1.53% | Add +1.6% | 701,480 | $246.80 | $173M | +11,000 | −$14M |
| APO - Apollo Global Mgmt | 1.47% | Hold | 1,012,500 | $165.16 | $167M | — | — |
| META - Meta Platforms · CL A | 1.44% | Add +1.1% | 278,381 | $585.51 | $163M | +3,150 | +$5M |
| MMC - Marsh & Mclennan Cos | 1.38% | Add +1.8% | 735,500 | $212.41 | $156M | +13,000 | −$5M |
| AXP - American Express | 1.27% | Hold | 484,250 | $296.79 | $144M | — | — |
| TXN - Texas Instrs | 1.20% | Hold | 724,000 | $187.51 | $136M | — | — |
| BAM — · CL A | 1.05% | Hold | 2,193,953 | $54.19 | $119M | — | — |
| CAT - Caterpillar | 1.04% | Add +1.9% | 324,800 | $362.76 | $118M | +6,050 | −$7M |
| MA - Mastercard · CL A | 0.96% | Hold | 207,540 | $526.57 | $109M | — | — |
| GOOGL - Alphabet · CL A | 0.93% | Hold | 555,000 | $189.30 | $105M | — | — |
| GD - General Dynamics | 0.91% | Hold | 391,000 | $263.49 | $103M | — | — |
| MCO - Moodys | 0.89% | Hold | 213,890 | $473.37 | $101M | — | — |
| SCHW - Schwab Charles | 0.89% | Add +1.0% | 1,363,800 | $74.01 | $101M | +13,000 | +$13M |
| NVR - NVR Inc | 0.85% | Add +0.9% | 11,814 | $8,179 | $97M | +110 | −$18M |
| JNJ - Johnson & Johnson | 0.78% | Hold | 610,800 | $144.62 | $88M | — | — |
| MSCI - MSCI Inc | 0.76% | Hold | 142,850 | $600.01 | $86M | — | — |
| ITW - Illinois Tool Wks | 0.73% | Hold | 327,500 | $253.56 | $83M | — | — |
| SPGI - S&P Global | 0.66% | Hold | 150,690 | $498.03 | $75M | — | — |
| ADM - Archer Daniels Midland | 0.66% | Add +0.8% | 1,474,300 | $50.52 | $74M | +11,000 | −$13M |
| HEI - Heico · CL A | 0.62% | Hold | 379,644 | $186.08 | $71M | — | — |
| LIN - Linde | 0.62% | Add +8.4% | 168,000 | $418.67 | $70M | +13,000 | −$4M |
| ROL - Rollins | 0.60% | Add +0.6% | 1,462,275 | $46.35 | $68M | +9,000 | −$6M |
| CG - Carlyle Group | 0.59% | Hold | 1,327,000 | $50.49 | $67M | — | — |
| ECL - Ecolab | 0.57% | Hold | 274,300 | $234.32 | $64M | — | — |
| DG - Dollar Gen | 0.56% | Add +12.6% | 835,750 | $75.82 | $63M | +93,500 | +$594K |
| JPM - Jpmorgan Chase & | 0.53% | Hold | 252,550 | $239.71 | $61M | — | — |
| FDX - Fedex | 0.51% | Add +5.9% | 206,500 | $281.33 | $58M | +11,500 | +$5M |
| FNV - Franco Nev | 0.50% | Add +39.9% | 483,250 | $117.59 | $57M | +137,750 | +$14M |
| SBUX - Starbucks | 0.50% | Add +2.8% | 617,318 | $91.25 | $56M | +17,000 | −$2M |
| ACN - Accenture Ireland · CLASS A | 0.49% | Hold | 159,400 | $351.79 | $56M | — | — |
| FDS - Factset Resh Sys | 0.49% | Hold | 116,720 | $480.28 | $56M | — | — |
| NSC - Norfolk Southn | 0.47% | Hold | 229,500 | $234.70 | $54M | — | — |
| ODFL - Old Dominion Freight | 0.47% | Add +1.9% | 300,700 | $176.40 | $53M | +5,700 | −$6M |
| ITIC - Investors Title Nc | 0.45% | Hold | 213,300 | $236.76 | $51M | — | — |
| TSN - Tyson Foods · CL A | 0.40% | Add +1.1% | 798,500 | $57.44 | $46M | +9,000 | −$1M |
| AON - AON PLC · CL A | 0.40% | Add +5.0% | 126,200 | $359.16 | $45M | +6,050 | +$4M |
| ROK - Rockwell Automation | 0.39% | Hold | 154,900 | $285.79 | $44M | — | — |
| VRSK - Verisk Analytics | 0.38% | Add +7.6% | 155,950 | $275.43 | $43M | +11,000 | +$4M |
| THG - Hanover Ins Group | 0.36% | Add +5.1% | 267,000 | $154.66 | $41M | +13,000 | +$4M |
| MMM - 3M | 0.33% | Hold | 293,750 | $129.09 | $38M | — | — |
| CMCSA - Comcast · CL A | 0.32% | Reduce −11.0% | 961,880 | $37.53 | $36M | −119,361 | −$9M |
| COST - Costco Whsl | 0.32% | Hold | 39,150 | $916.27 | $36M | — | — |
| TROW - T. Rowe Price | 0.31% | Hold | 314,000 | $113.09 | $36M | — | — |
| NKE - NIKE · CL B | 0.29% | Add +0.8% | 432,400 | $75.67 | $33M | +3,500 | −$5M |
| SHW - Sherwin Williams | 0.28% | Hold | 94,172 | $339.93 | $32M | — | — |
| BF.A — · CL A | 0.28% | Hold | 843,000 | $37.69 | $32M | — | — |
| HGTY - Hagerty · CL A | 0.26% | Add +3.6% | 3,108,000 | $9.65 | $30M | +108,000 | −$518K |
| ALL - Allstate | 0.26% | Hold | 154,550 | $192.79 | $30M | — | — |
| YUM - Yum Brands | 0.24% | Add +31.3% | 205,502 | $134.16 | $28M | +49,000 | +$6M |
| LMT - Lockheed Martin | 0.24% | Hold | 56,363 | $485.94 | $27M | — | — |
| RTX - Raytheon | 0.23% | New | 224,000 | $115.72 | $26M | +224,000 | +$26M |
| TMO - Thermo Fisher Scientific | 0.19% | Add +16.1% | 41,100 | $520.23 | $21M | +5,700 | −$516K |
| PAYX - Paychex | 0.19% | Hold | 150,000 | $140.22 | $21M | — | — |
| URI - United Rentals | 0.18% | Add +14.3% | 29,650 | $704.44 | $21M | +3,700 | −$126K |
| CSCO - Cisco Sys | 0.18% | Hold | 342,000 | $59.20 | $20M | — | — |
| UNP - Union Pac | 0.17% | Hold | 85,778 | $228.04 | $20M | — | — |
| APD - Air Prods & Chems | 0.16% | Add +24.0% | 64,500 | $290.04 | $19M | +12,500 | +$3M |
| EFX - Equifax | 0.16% | Hold | 72,850 | $254.85 | $19M | — | — |
| CABO - Cable One | 0.16% | Reduce −15.2% | 50,900 | $362.12 | $18M | −9,150 | −$3M |
| FERG - Ferguson Enterprises | 0.16% | Add +25.4% | 106,000 | $173.57 | $18M | +21,500 | +$2M |
| BF.B - Brown Forman · CL B | 0.16% | Hold | 474,187 | $37.98 | $18M | — | — |
| TGT - Target | 0.16% | Hold | 133,000 | $135.18 | $18M | — | — |
| RNR - Renaissancere | 0.15% | Hold | 70,000 | $248.81 | $17M | — | — |
| HCA - Hca Healthcare | 0.15% | Add +11.1% | 56,580 | $300.15 | $17M | +5,650 | −$4M |
| CHH - Choice Hotels Intl | 0.14% | Hold | 115,500 | $141.98 | $16M | — | — |
| COF - Capital One Finl | 0.14% | Hold | 91,000 | $178.32 | $16M | — | — |
| CARR - Carrier Global | 0.14% | Hold | 235,000 | $68.26 | $16M | — | — |
| CCK - Crown | 0.14% | Hold | 189,500 | $82.69 | $16M | — | — |
| ABNB - Airbnb · CL A | 0.13% | Add +502.1% | 115,310 | $131.41 | $15M | +96,160 | +$13M |
| LAMR - Lamar Advertising · CL A | 0.13% | Add +11.7% | 124,000 | $121.74 | $15M | +13,000 | +$266K |
| PEP - Pepsico | 0.13% | Hold | 96,210 | $152.06 | $15M | — | — |
| WFC - Wells Fargo | 0.13% | Hold | 204,450 | $70.24 | $14M | — | — |
| SEIC - Sei Invts | 0.13% | Hold | 173,200 | $82.48 | $14M | — | — |
| PM - Philip Morris Intl | 0.12% | Hold | 114,500 | $120.35 | $14M | — | — |
| UNH - Unitedhealth Group | 0.12% | Add +11.0% | 26,714 | $505.86 | $14M | +2,650 | −$556K |
| MAR - Marriott Intl · CL A | 0.12% | Add +30.6% | 47,000 | $278.94 | $13M | +11,000 | +$4M |
| HXL - Hexcel | 0.10% | Hold | 189,000 | $62.70 | $12M | — | — |
| PKG - Graphic Packaging | 0.10% | Add +8.2% | 427,225 | $27.16 | $12M | +32,500 | −$76K |
| SPOT - Spotify Technology S A | 0.10% | Hold | 25,900 | $447.38 | $12M | — | — |
| IQV - IQVIA | 0.10% | Hold | 58,726 | $196.51 | $12M | — | — |
| KMX - Carmax | 0.10% | Hold | 136,500 | $81.76 | $11M | — | — |
| SMG - Scotts Miracle-Gro · CL A | 0.10% | Hold | 168,000 | $66.34 | $11M | — | — |
| SHOP - Shopify · CL A | 0.10% | Hold | 102,750 | $106.33 | $11M | — | — |
| OTIS - Otis Worldwide | 0.09% | Hold | 114,620 | $92.61 | $11M | — | — |
| NSP - Insperity | 0.09% | Add +87.8% | 131,728 | $77.51 | $10M | +61,585 | +$4M |
| TRU - Transunion | 0.08% | Hold | 101,050 | $92.71 | $9M | — | — |
| BK - Bank New York Mellon | 0.08% | Hold | 121,500 | $76.83 | $9M | — | — |
| O-I Glass | 0.08% | Add +1.2% | 824,100 | $10.84 | $9M | +10,000 | −$2M |
| HSY - Hershey | 0.07% | Add +25.0% | 45,000 | $169.35 | $8M | +9,000 | +$717K |
| SONY - SONY Group | 0.06% | Add +400.0% | 335,000 | $21.16 | $7M | +268,000 | +$618K |
| EMN - Eastman Chem | 0.06% | Hold | 74,950 | $91.32 | $7M | — | — |
| UBER - UBER Technologies | 0.06% | Add +23.9% | 109,000 | $60.32 | $7M | +21,000 | −$39K |
| CE - Celanese Del | 0.05% | Add +4.5% | 81,300 | $69.21 | $6M | +3,500 | −$5M |
| FIX - Comfort Sys USA | 0.05% | Hold | 13,000 | $424.06 | $6M | — | — |
| GHC - Graham · CL B | 0.04% | Hold | 5,200 | $871.92 | $5M | — | — |
| WRB - Berkley W R | 0.03% | Hold | 60,750 | $58.52 | $4M | — | — |
| BALL - BALL Corp | 0.02% | Hold | 51,000 | $55.13 | $3M | — | — |
| IT - Gartner | 0.02% | Hold | 5,700 | $484.47 | $3M | — | — |
| WTW - Willis Towers Watson | 0.02% | Hold | 8,627 | $313.24 | $3M | — | — |
| DPZ - Dominos Pizza | 0.02% | Add +22.2% | 5,500 | $419.76 | $2M | +1,000 | +$373K |
| INTU - Intuit | 0.02% | Hold | 2,720 | $628.50 | $2M | — | — |
| MGM - Mgm Resorts International | 0.01% | New | 40,000 | $34.65 | $1M | +40,000 | +$1M |
| CSGP - Costar Group | 0.01% | Hold | 18,600 | $71.59 | $1M | — | — |
| EL - Estee Lauder · CL A | 0.01% | Add +7.1% | 15,000 | $74.98 | $1M | +1,000 | −$271K |
| BC - Brunswick | 0.01% | Add +7.1% | 15,000 | $64.68 | $970K | +1,000 | −$203K |
| AYI - Acuity Brands | 0.01% | New | 3,000 | $292.13 | $876K | +3,000 | +$876K |
| ICE - Intercontinental Exchange | 0.01% | Hold | 5,120 | $149.01 | $763K | — | — |
| HII - Huntington Ingalls Inds | 0.01% | New | 4,000 | $188.97 | $756K | +4,000 | +$756K |
| CME - CME Group | 0.01% | New | 3,000 | $232.23 | $697K | +3,000 | +$697K |
| BUD - Anheuser Busch Inbev SA/ | 0.00% | Hold | 11,000 | $50.07 | $551K | — | — |
Showing top 50 of 132 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BLK - Blackrock | 1.88% | Exit | 0 | $949.51 | $209M | −220,200 | −$209M |
| RTX - Raytheon | 0.24% | Exit | 0 | $121.16 | $27M | −224,000 | −$27M |
| WHR - Whirlpool | 0.15% | Exit | 0 | $107.00 | $17M | −157,619 | −$17M |
| AMT - American Tower | 0.11% | Exit | 0 | $232.56 | $12M | −51,910 | −$12M |
| Dun & Bradstreet | 0.01% | Exit | 0 | $11.51 | $1M | −115,000 | −$1M |
| SOLV - Solventum | — | Exit | 0 | $69.33 | $52K | −750 | −$52K |
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