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 | $798,442 | $889M | — | — | |
| BRK.B, Berkshire Hathaway Class B | Hold | 1,531,971 | $532.58 | $816M | — | — | |
| BN, Brookfield Corporation | Hold | 8,715,741 | $52.41 | $457M | — | — | |
| GOOG, Alphabet Class C | Hold | 2,749,860 | $156.23 | $430M | — | — | |
| DE, Deere | Add +0.3% | 877,700 | $469.35 | $412M | +2,750 | +$41M | |
| AMZN, Amazon | Hold | 2,030,760 | $190.26 | $386M | — | — | |
| V, Visa | Hold | 999,285 | $350.46 | $350M | — | — | |
| HD, Home Depot | Hold | 920,000 | $366.49 | $337M | — | — | |
| WSO, Watsco | Hold | 590,500 | $508.30 | $300M | — | — | |
| AAPL, Apple | Hold | 1,227,290 | $222.13 | $273M | — | — | |
| ADI, Analog Devices | Hold | 1,167,671 | $201.67 | $235M | — | — | |
| PGR, Progressive | Hold | 753,750 | $283.01 | $213M | — | — | |
| BLK, BlackRock | Hold | 220,200 | $946.48 | $208M | — | — | |
| DIS, Disney | Hold | 2,031,665 | $98.70 | $201M | — | — | |
| GS, Goldman Sachs | Hold | 359,360 | $546.29 | $196M | — | — | |
| MSFT, Microsoft | Add +0.6% | 522,730 | $375.39 | $196M | +3,250 | −$23M | |
| RLI, RLI Corp | Add +100.0% | 2,394,544 | $80.33 | $192M | +1,197,272 | −$5M | |
| MMC, Marsh McLennan | Add +1.1% | 743,500 | $244.03 | $181M | +8,000 | +$25M | |
| LPLA, LPL Financial | Add +1.3% | 539,104 | $327.14 | $176M | +6,700 | +$2.5M | |
| BX, Blackstone | Hold | 1,229,000 | $139.78 | $172M | — | — | |
| KKR | Hold | 1,451,800 | $115.61 | $168M | — | — | |
| LOW, Lowe's | Add +1.0% | 708,230 | $233.23 | $165M | +6,750 | −$7.9M | |
| META, Meta Platforms | Add +0.6% | 280,081 | $576.36 | $161M | +1,700 | −$1.6M | |
| NVO, Novo Nordisk | Hold | 2,150,000 | $69.44 | $149M | — | — | |
| DEO, Diageo | Hold | 1,366,708 | $104.79 | $143M | — | — | |
| APO, Apollo Global Management | Hold | 1,012,500 | $136.94 | $139M | — | — | |
| AXP, American Express | Hold | 484,250 | $269.05 | $130M | — | — | |
| TXN, Texas Instruments | Hold | 724,000 | $179.70 | $130M | — | — | |
| MA, Mastercard | Hold | 207,540 | $548.12 | $114M | — | — | |
| CAT, Caterpillar | Add +1.0% | 328,050 | $329.80 | $108M | +3,250 | −$9.6M | |
| SCHW, Charles Schwab | Add +0.1% | 1,364,800 | $78.28 | $107M | +1,000 | +$5.9M | |
| GD, General Dynamics | Hold | 391,000 | $272.58 | $107M | — | — | |
| BAM, Brookfield Asset Management | Hold | 2,193,953 | $48.45 | $106M | — | — | |
| JNJ, Johnson & Johnson | Hold | 610,800 | $165.84 | $101M | — | — | |
| MCO, Moody's | Hold | 213,890 | $465.69 | $100M | — | — | |
| GOOGL, Alphabet Class A | Add +0.4% | 557,000 | $154.64 | $86M | +2,000 | −$19M | |
| NVR | Add +0.6% | 11,884 | $7,244 | $86M | +70 | −$11M | |
| LIN, Linde | Add +7.7% | 181,000 | $465.64 | $84M | +13,000 | +$14M | |
| FNV, Franco Nev | Add +8.7% | 525,250 | $157.56 | $83M | +42,000 | +$26M | |
| ITW, Illinois Tool Works | Hold | 327,500 | $248.01 | $81M | — | — | |
| MSCI | Hold | 142,850 | $565.50 | $81M | — | — | |
| HEI, Heico | Hold | 379,644 | $210.97 | $80M | — | — | |
| ROL, Rollins | Hold | 1,462,275 | $54.03 | $79M | — | — | |
| SPGI, S&P Global | Hold | 150,690 | $508.10 | $77M | — | — | |
| DG, Dollar General | Add +4.0% | 869,250 | $87.93 | $76M | +33,500 | +$13M | |
| ADM, Archer-Daniels-Midland | Add +5.2% | 1,551,300 | $48.01 | $74M | +77,000 | −$4K | |
| ECL, Ecolab | Hold | 274,300 | $253.52 | $70M | — | — | |
| JPM, JPMorgan Chase | Hold | 252,550 | $245.30 | $62M | — | — | |
| SBUX, Starbucks | Add +1.1% | 623,818 | $98.09 | $61M | +6,500 | +$4.9M | |
| CG, Carlyle Group | Hold | 1,327,000 | $43.59 | $58M | — | — | |
| NSC, Norfolk Southern | Hold | 229,500 | $236.85 | $54M | — | — | |
| FDS, FactSet | Hold | 116,720 | $454.64 | $53M | — | — | |
| FDX, FedEx | Add +3.1% | 213,000 | $243.78 | $52M | +6,500 | −$6.2M | |
| ODFL, Old Dominion Freight Line | Add +4.2% | 313,200 | $165.45 | $52M | +12,500 | −$1.2M | |
| AON, Aon | Add +2.6% | 129,450 | $399.09 | $52M | +3,250 | +$6.3M | |
| ITIC, Investors Title Co. NC | Hold | 213,300 | $241.08 | $51M | — | — | |
| TSN, Tyson Foods | Hold | 798,500 | $63.81 | $51M | — | — | |
| ACN, Accenture | Hold | 159,400 | $312.04 | $50M | — | — | |
| THG, Hanover Insurance Group | Add +4.9% | 280,000 | $173.95 | $49M | +13,000 | +$7.4M | |
| VRSK, Verisk | Hold | 155,950 | $297.62 | $46M | — | — | |
| MMM, 3M | Hold | 293,750 | $146.86 | $43M | — | — | |
| ROK, Rockwell Automation | Hold | 154,900 | $258.38 | $40M | — | — | |
| COST, Costco | Hold | 39,150 | $945.78 | $37M | — | — | |
| CMCSA, Comcast | Hold | 961,880 | $36.90 | $35M | — | — | |
| YUM, Yum Brands | Add +9.7% | 225,451 | $157.36 | $35M | +19,949 | +$7.9M | |
| SHW, Sherwin-Williams | Hold | 94,172 | $349.19 | $33M | — | — | |
| ALL, Allstate | Hold | 154,550 | $207.07 | $32M | — | — | |
| RTX | Hold | 224,000 | $132.46 | $30M | — | — | |
| TROW, T. Rowe Price | Hold | 314,000 | $91.87 | $29M | — | — | |
| NKE, Nike | Add +3.0% | 445,400 | $63.48 | $28M | +13,000 | −$4.4M | |
| BF.A, Brown-Forman Class A | Hold | 843,000 | $33.47 | $28M | — | — | |
| HGTY, Hagerty | Hold | 3,108,000 | $9.04 | $28M | — | — | |
| LMT, Lockheed Martin | Add +9.0% | 61,463 | $446.71 | $27M | +5,100 | +$67K | |
| PAYX, Paychex | Hold | 150,000 | $154.28 | $23M | — | — | |
| TMO, Thermo Fisher Scientific | Add +9.5% | 45,000 | $497.60 | $22M | +3,900 | +$1M | |
| ABNB, Airbnb | Add +59.4% | 183,820 | $119.46 | $22M | +68,510 | +$6.8M | |
| HCA, HCA Healthcare | Add +9.6% | 62,001 | $345.55 | $21M | +5,421 | +$4.4M | |
| CSCO, Cisco | Hold | 342,000 | $61.71 | $21M | — | — | |
| UNP, Union Pacific | Hold | 85,778 | $236.24 | $20M | — | — | |
| FERG, Ferguson | Add +16.0% | 123,000 | $160.23 | $20M | +17,000 | +$1.3M | |
| URI, United Rentals | Add +5.1% | 31,150 | $626.70 | $20M | +1,500 | −$1.4M | |
| APD, Air Products & Chemicals | Add +0.8% | 65,000 | $294.92 | $19M | +500 | +$462K | |
| PM, Philip Morris International | Hold | 114,500 | $158.73 | $18M | — | — | |
| EFX, Equifax | Hold | 72,850 | $243.56 | $18M | — | — | |
| CCK, Crown | Hold | 189,500 | $89.26 | $17M | — | — | |
| RNR, RenaissanceRe | Hold | 70,000 | $240.00 | $17M | — | — | |
| COF, Capital One | Hold | 91,000 | $179.30 | $16M | — | — | |
| BF.B, Brown-Forman Class B | Hold | 474,187 | $33.94 | $16M | — | — | |
| LAMR, Lamar Advertising | Add +10.5% | 137,000 | $113.78 | $16M | +13,000 | +$492K | |
| CHH, Choice Hotels International | Hold | 115,500 | $132.78 | $15M | — | — | |
| CARR, Carrier Global | Hold | 235,000 | $63.40 | $15M | — | — | |
| WFC, Wells Fargo | Hold | 204,450 | $71.79 | $15M | — | — | |
| UNH, UnitedHealth Group | Add +4.9% | 28,014 | $523.75 | $15M | +1,300 | +$1.2M | |
| PEP, PepsiCo | Hold | 96,210 | $149.94 | $14M | — | — | |
| SPOT, Spotify | Hold | 25,900 | $550.03 | $14M | — | — | |
| TGT, Target | Hold | 133,000 | $104.36 | $14M | — | — | |
| SEIC, Sei Investments | Hold | 173,200 | $77.63 | $13M | — | — | |
| MAR, Marriott | Add +10.6% | 52,000 | $238.20 | $12M | +5,000 | −$724K | |
| PKG, Graphic Packaging | Add +8.0% | 461,225 | $25.96 | $12M | +34,000 | +$370K | |
| OTIS, Otis Worldwide | Hold | 114,620 | $103.20 | $12M | — | — | |
| NSP, Insperity | Hold | 131,728 | $89.23 | $12M | — | — | |
| KMX, CarMax | Hold | 136,500 | $77.92 | $11M | — | — | |
| IQV, IQVIA | Hold | 58,726 | $176.30 | $10M | — | — | |
| HXL, Hexcel | Hold | 189,000 | $54.76 | $10M | — | — | |
| BK, BNY | Hold | 121,500 | $83.87 | $10M | — | — | |
| O-I Glass | Add +6.1% | 874,100 | $11.47 | $10M | +50,000 | +$1.1M | |
| SHOP, Shopify | Hold | 102,750 | $95.48 | $9.8M | — | — | |
| HSY, Hershey | Add +21.1% | 54,500 | $171.03 | $9.3M | +9,500 | +$1.7M | |
| SMG, Scotts Miracle-Gro | Hold | 168,000 | $54.89 | $9.2M | — | — | |
| UBER, Uber | Add +11.9% | 122,000 | $72.86 | $8.9M | +13,000 | +$2.3M | |
| SONY, Sony | Hold | 335,000 | $25.39 | $8.5M | — | — | |
| TRU, Transunion | Hold | 101,050 | $82.99 | $8.4M | — | — | |
| EMN, Eastman Chemical | Hold | 74,950 | $88.11 | $6.6M | — | — | |
| GHC, Graham | Hold | 5,200 | $960.86 | $5M | — | — | |
| CE, Celanese | Hold | 81,300 | $56.77 | $4.6M | — | — | |
| WRB, Berkley | Hold | 60,750 | $71.16 | $4.3M | — | — | |
| FIX, Comfort Systems USA | Hold | 13,000 | $322.33 | $4.2M | — | — | |
| HII, Huntington Ingalls Industries | Add +350.0% | 18,000 | $204.04 | $3.7M | +14,000 | +$2.9M | |
| CABO, Cable One | Reduce −76.6% | 11,900 | $265.77 | $3.2M | −39,000 | −$15M | |
| WTW, Willis Towers Watson | Hold | 8,627 | $337.95 | $2.9M | — | — | |
| BALL, BALL Corp | Hold | 51,000 | $52.07 | $2.7M | — | — | |
| AYI, Acuity Brands | Add +225.0% | 9,750 | $263.35 | $2.6M | +6,750 | +$1.7M | |
| MGM, MGM Resorts | Add +113.8% | 85,500 | $29.64 | $2.5M | +45,500 | +$1.1M | |
| DPZ, Domino's Pizza | Hold | 5,500 | $459.45 | $2.5M | — | — | |
| CME, CME Group | Add +216.7% | 9,500 | $265.29 | $2.5M | +6,500 | +$1.8M | |
| IT, Gartner | Hold | 5,700 | $419.74 | $2.4M | — | — | |
| INTU, Intuit | Hold | 2,720 | $613.99 | $1.7M | — | — | |
| BC, Brunswick | Add +96.7% | 29,500 | $53.85 | $1.6M | +14,500 | +$618K | |
| CSGP, CoStar Group | Hold | 18,600 | $79.23 | $1.5M | — | — | |
| CBOE, Cboe Global Markets | New | 6,000 | $226.29 | $1.4M | +6,000 | +$1.4M | |
| EL, Estee Lauder | Hold | 15,000 | $66.00 | $990K | — | — | |
| ICE, Intercontinental Exchange | Hold | 5,120 | $172.50 | $883K | — | — | |
| EXP, Eagle Materials | New | 3,500 | $221.93 | $777K | +3,500 | +$777K | |
| BUD, Anheuser-Busch InBev | Hold | 11,000 | $61.56 | $677K | — | — | |
| SYY, Sysco | New | 9,000 | $75.04 | $675K | +9,000 | +$675K |
Showing top 50 of 135 by value
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