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 | 7.90% | Hold | 1,114 | $798,442 | $889M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 7.25% | Hold | 1,531,971 | $532.58 | $816M | — | — |
| BN - Brookfield · CL A | 4.06% | Hold | 8,715,741 | $52.41 | $457M | — | — |
| GOOG - Alphabet · CL C | 3.81% | Hold | 2,749,860 | $156.23 | $430M | — | — |
| DE - Deere | 3.66% | Add +0.3% | 877,700 | $469.35 | $412M | +2,750 | +$41M |
| AMZN - Amazon | 3.43% | Hold | 2,030,760 | $190.26 | $386M | — | — |
| V - VISA · CL A | 3.11% | Hold | 999,285 | $350.46 | $350M | — | — |
| HD - Home Depot | 2.99% | Hold | 920,000 | $366.49 | $337M | — | — |
| WSO - Watsco | 2.67% | Hold | 590,500 | $508.30 | $300M | — | — |
| AAPL - Apple | 2.42% | Hold | 1,227,290 | $222.13 | $273M | — | — |
| ADI - Analog Devices | 2.09% | Hold | 1,167,671 | $201.67 | $235M | — | — |
| PGR - Progressive | 1.89% | Hold | 753,750 | $283.01 | $213M | — | — |
| BLK - Blackrock | 1.85% | Hold | 220,200 | $946.48 | $208M | — | — |
| DIS - Disney Walt | 1.78% | Hold | 2,031,665 | $98.70 | $201M | — | — |
| GS - Goldman Sachs Group | 1.74% | Hold | 359,360 | $546.29 | $196M | — | — |
| MSFT - Microsoft | 1.74% | Add +0.6% | 522,730 | $375.39 | $196M | +3,250 | −$23M |
| RLI - RLI Corp | 1.71% | Add +100.0% | 2,394,544 | $80.33 | $192M | +1,197,272 | −$5M |
| MMC - Marsh & Mclennan Cos | 1.61% | Add +1.1% | 743,500 | $244.03 | $181M | +8,000 | +$25M |
| LPLA - Lpl Finl | 1.57% | Add +1.3% | 539,104 | $327.14 | $176M | +6,700 | +$3M |
| BX - Blackstone | 1.53% | Hold | 1,229,000 | $139.78 | $172M | — | — |
| KKR — | 1.49% | Hold | 1,451,800 | $115.61 | $168M | — | — |
| LOW - Lowes Cos | 1.47% | Add +1.0% | 708,230 | $233.23 | $165M | +6,750 | −$8M |
| META - Meta Platforms · CL A | 1.43% | Add +0.6% | 280,081 | $576.36 | $161M | +1,700 | −$2M |
| NVO - Novo-Nordisk A S | 1.33% | Hold | 2,150,000 | $69.44 | $149M | — | — |
| DEO - Diageo | 1.27% | Hold | 1,366,708 | $104.79 | $143M | — | — |
| APO - Apollo Global Mgmt | 1.23% | Hold | 1,012,500 | $136.94 | $139M | — | — |
| AXP - American Express | 1.16% | Hold | 484,250 | $269.05 | $130M | — | — |
| TXN - Texas Instrs | 1.16% | Hold | 724,000 | $179.70 | $130M | — | — |
| MA - Mastercard · CL A | 1.01% | Hold | 207,540 | $548.12 | $114M | — | — |
| CAT - Caterpillar | 0.96% | Add +1.0% | 328,050 | $329.80 | $108M | +3,250 | −$10M |
| SCHW - Schwab Charles | 0.95% | Add +0.1% | 1,364,800 | $78.28 | $107M | +1,000 | +$6M |
| GD - General Dynamics | 0.95% | Hold | 391,000 | $272.58 | $107M | — | — |
| BAM — · CL A | 0.94% | Hold | 2,193,953 | $48.45 | $106M | — | — |
| JNJ - Johnson & Johnson | 0.90% | Hold | 610,800 | $165.84 | $101M | — | — |
| MCO - Moodys | 0.88% | Hold | 213,890 | $465.69 | $100M | — | — |
| GOOGL - Alphabet · CL A | 0.76% | Add +0.4% | 557,000 | $154.64 | $86M | +2,000 | −$19M |
| NVR - NVR Inc | 0.76% | Add +0.6% | 11,884 | $7,244 | $86M | +70 | −$11M |
| LIN - Linde | 0.75% | Add +7.7% | 181,000 | $465.64 | $84M | +13,000 | +$14M |
| FNV - Franco Nev | 0.73% | Add +8.7% | 525,250 | $157.56 | $83M | +42,000 | +$26M |
| ITW - Illinois Tool Wks | 0.72% | Hold | 327,500 | $248.01 | $81M | — | — |
| MSCI - MSCI Inc | 0.72% | Hold | 142,850 | $565.50 | $81M | — | — |
| HEI - Heico · CL A | 0.71% | Hold | 379,644 | $210.97 | $80M | — | — |
| ROL - Rollins | 0.70% | Hold | 1,462,275 | $54.03 | $79M | — | — |
| SPGI - S&P Global | 0.68% | Hold | 150,690 | $508.10 | $77M | — | — |
| DG - Dollar Gen | 0.68% | Add +4.0% | 869,250 | $87.93 | $76M | +33,500 | +$13M |
| ADM - Archer Daniels Midland | 0.66% | Add +5.2% | 1,551,300 | $48.01 | $74M | +77,000 | −$4K |
| ECL - Ecolab | 0.62% | Hold | 274,300 | $253.52 | $70M | — | — |
| JPM - Jpmorgan Chase & | 0.55% | Hold | 252,550 | $245.30 | $62M | — | — |
| SBUX - Starbucks | 0.54% | Add +1.1% | 623,818 | $98.09 | $61M | +6,500 | +$5M |
| CG - Carlyle Group | 0.51% | Hold | 1,327,000 | $43.59 | $58M | — | — |
| NSC - Norfolk Southn | 0.48% | Hold | 229,500 | $236.85 | $54M | — | — |
| FDS - Factset Resh Sys | 0.47% | Hold | 116,720 | $454.64 | $53M | — | — |
| FDX - Fedex | 0.46% | Add +3.1% | 213,000 | $243.78 | $52M | +6,500 | −$6M |
| ODFL - Old Dominion Freight | 0.46% | Add +4.2% | 313,200 | $165.45 | $52M | +12,500 | −$1M |
| AON - AON PLC · CL A | 0.46% | Add +2.6% | 129,450 | $399.09 | $52M | +3,250 | +$6M |
| ITIC - Investors Title Nc | 0.46% | Hold | 213,300 | $241.08 | $51M | — | — |
| TSN - Tyson Foods · CL A | 0.45% | Hold | 798,500 | $63.81 | $51M | — | — |
| ACN - Accenture Ireland · CLASS A | 0.44% | Hold | 159,400 | $312.04 | $50M | — | — |
| THG - Hanover Ins Group | 0.43% | Add +4.9% | 280,000 | $173.95 | $49M | +13,000 | +$7M |
| VRSK - Verisk Analytics | 0.41% | Hold | 155,950 | $297.62 | $46M | — | — |
| MMM - 3M | 0.38% | Hold | 293,750 | $146.86 | $43M | — | — |
| ROK - Rockwell Automation | 0.36% | Hold | 154,900 | $258.38 | $40M | — | — |
| COST - Costco Whsl | 0.33% | Hold | 39,150 | $945.78 | $37M | — | — |
| CMCSA - Comcast · CL A | 0.32% | Hold | 961,880 | $36.90 | $35M | — | — |
| YUM - Yum Brands | 0.32% | Add +9.7% | 225,451 | $157.36 | $35M | +19,949 | +$8M |
| SHW - Sherwin Williams | 0.29% | Hold | 94,172 | $349.19 | $33M | — | — |
| ALL - Allstate | 0.28% | Hold | 154,550 | $207.07 | $32M | — | — |
| RTX - Raytheon | 0.26% | Hold | 224,000 | $132.46 | $30M | — | — |
| TROW - T. Rowe Price | 0.26% | Hold | 314,000 | $91.87 | $29M | — | — |
| NKE - NIKE · CL B | 0.25% | Add +3.0% | 445,400 | $63.48 | $28M | +13,000 | −$4M |
| BF.A — · CL A | 0.25% | Hold | 843,000 | $33.47 | $28M | — | — |
| HGTY - Hagerty · CL A | 0.25% | Hold | 3,108,000 | $9.04 | $28M | — | — |
| LMT - Lockheed Martin | 0.24% | Add +9.0% | 61,463 | $446.71 | $27M | +5,100 | +$67K |
| PAYX - Paychex | 0.21% | Hold | 150,000 | $154.28 | $23M | — | — |
| TMO - Thermo Fisher Scientific | 0.20% | Add +9.5% | 45,000 | $497.60 | $22M | +3,900 | +$1M |
| ABNB - Airbnb · CL A | 0.19% | Add +59.4% | 183,820 | $119.46 | $22M | +68,510 | +$7M |
| HCA - Hca Healthcare | 0.19% | Add +9.6% | 62,001 | $345.55 | $21M | +5,421 | +$4M |
| CSCO - Cisco Sys | 0.19% | Hold | 342,000 | $61.71 | $21M | — | — |
| UNP - Union Pac | 0.18% | Hold | 85,778 | $236.24 | $20M | — | — |
| FERG - Ferguson Enterprises | 0.18% | Add +16.0% | 123,000 | $160.23 | $20M | +17,000 | +$1M |
| URI - United Rentals | 0.17% | Add +5.1% | 31,150 | $626.70 | $20M | +1,500 | −$1M |
| APD - Air Prods & Chems | 0.17% | Add +0.8% | 65,000 | $294.92 | $19M | +500 | +$462K |
| PM - Philip Morris Intl | 0.16% | Hold | 114,500 | $158.73 | $18M | — | — |
| EFX - Equifax | 0.16% | Hold | 72,850 | $243.56 | $18M | — | — |
| CCK - Crown | 0.15% | Hold | 189,500 | $89.26 | $17M | — | — |
| RNR - Renaissancere | 0.15% | Hold | 70,000 | $240.00 | $17M | — | — |
| COF - Capital One Finl | 0.14% | Hold | 91,000 | $179.30 | $16M | — | — |
| BF.B - Brown Forman · CL B | 0.14% | Hold | 474,187 | $33.94 | $16M | — | — |
| LAMR - Lamar Advertising · CL A | 0.14% | Add +10.5% | 137,000 | $113.78 | $16M | +13,000 | +$492K |
| CHH - Choice Hotels Intl | 0.14% | Hold | 115,500 | $132.78 | $15M | — | — |
| CARR - Carrier Global | 0.13% | Hold | 235,000 | $63.40 | $15M | — | — |
| WFC - Wells Fargo | 0.13% | Hold | 204,450 | $71.79 | $15M | — | — |
| UNH - Unitedhealth Group | 0.13% | Add +4.9% | 28,014 | $523.75 | $15M | +1,300 | +$1M |
| PEP - Pepsico | 0.13% | Hold | 96,210 | $149.94 | $14M | — | — |
| SPOT - Spotify Technology S A | 0.13% | Hold | 25,900 | $550.03 | $14M | — | — |
| TGT - Target | 0.12% | Hold | 133,000 | $104.36 | $14M | — | — |
| SEIC - Sei Invts | 0.12% | Hold | 173,200 | $77.63 | $13M | — | — |
| MAR - Marriott Intl · CL A | 0.11% | Add +10.6% | 52,000 | $238.20 | $12M | +5,000 | −$724K |
| PKG - Graphic Packaging | 0.11% | Add +8.0% | 461,225 | $25.96 | $12M | +34,000 | +$370K |
| OTIS - Otis Worldwide | 0.11% | Hold | 114,620 | $103.20 | $12M | — | — |
| NSP - Insperity | 0.10% | Hold | 131,728 | $89.23 | $12M | — | — |
| KMX - Carmax | 0.09% | Hold | 136,500 | $77.92 | $11M | — | — |
| IQV - IQVIA | 0.09% | Hold | 58,726 | $176.30 | $10M | — | — |
| HXL - Hexcel | 0.09% | Hold | 189,000 | $54.76 | $10M | — | — |
| BK - Bank New York Mellon | 0.09% | Hold | 121,500 | $83.87 | $10M | — | — |
| O-I Glass | 0.09% | Add +6.1% | 874,100 | $11.47 | $10M | +50,000 | +$1M |
| SHOP - Shopify · CL A | 0.09% | Hold | 102,750 | $95.48 | $10M | — | — |
| HSY - Hershey | 0.08% | Add +21.1% | 54,500 | $171.03 | $9M | +9,500 | +$2M |
| SMG - Scotts Miracle-Gro · CL A | 0.08% | Hold | 168,000 | $54.89 | $9M | — | — |
| UBER - UBER Technologies | 0.08% | Add +11.9% | 122,000 | $72.86 | $9M | +13,000 | +$2M |
| SONY - SONY Group | 0.08% | Hold | 335,000 | $25.39 | $9M | — | — |
| TRU - Transunion | 0.07% | Hold | 101,050 | $82.99 | $8M | — | — |
| EMN - Eastman Chem | 0.06% | Hold | 74,950 | $88.11 | $7M | — | — |
| GHC - Graham · CL B | 0.04% | Hold | 5,200 | $960.86 | $5M | — | — |
| CE - Celanese Del | 0.04% | Hold | 81,300 | $56.77 | $5M | — | — |
| WRB - Berkley W R | 0.04% | Hold | 60,750 | $71.16 | $4M | — | — |
| FIX - Comfort Sys USA | 0.04% | Hold | 13,000 | $322.33 | $4M | — | — |
| HII - Huntington Ingalls Inds | 0.03% | Add +350.0% | 18,000 | $204.04 | $4M | +14,000 | +$3M |
| CABO - Cable One | 0.03% | Reduce −76.6% | 11,900 | $265.77 | $3M | −39,000 | −$15M |
| WTW - Willis Towers Watson | 0.03% | Hold | 8,627 | $337.95 | $3M | — | — |
| BALL - BALL Corp | 0.02% | Hold | 51,000 | $52.07 | $3M | — | — |
| AYI - Acuity Brands | 0.02% | Add +225.0% | 9,750 | $263.35 | $3M | +6,750 | +$2M |
| MGM - Mgm Resorts International | 0.02% | Add +113.8% | 85,500 | $29.64 | $3M | +45,500 | +$1M |
| DPZ - Dominos Pizza | 0.02% | Hold | 5,500 | $459.45 | $3M | — | — |
| CME - CME Group | 0.02% | Add +216.7% | 9,500 | $265.29 | $3M | +6,500 | +$2M |
| IT - Gartner | 0.02% | Hold | 5,700 | $419.74 | $2M | — | — |
| INTU - Intuit | 0.01% | Hold | 2,720 | $613.99 | $2M | — | — |
| BC - Brunswick | 0.01% | Add +96.7% | 29,500 | $53.85 | $2M | +14,500 | +$618K |
| CSGP - Costar Group | 0.01% | Hold | 18,600 | $79.23 | $1M | — | — |
| CBOE - Cboe Global Mkts | 0.01% | New | 6,000 | $226.29 | $1M | +6,000 | +$1M |
| EL - Estee Lauder · CL A | 0.01% | Hold | 15,000 | $66.00 | $990K | — | — |
| ICE - Intercontinental Exchange | 0.01% | Hold | 5,120 | $172.50 | $883K | — | — |
| EXP - Eagle Matls | 0.01% | New | 3,500 | $221.93 | $777K | +3,500 | +$777K |
| BUD - Anheuser Busch Inbev SA/ | 0.01% | Hold | 11,000 | $61.56 | $677K | — | — |
| SYY - Sysco | 0.01% | New | 9,000 | $75.04 | $675K | +9,000 | +$675K |
Showing top 50 of 135 by value
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