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 | $728,800 | $812M | — | — | |
| BRK.B, Berkshire Hathaway Class B | Hold | 1,531,971 | $485.77 | $744M | — | — | |
| BN, Brookfield Corporation | Hold | 8,715,741 | $61.85 | $539M | — | — | |
| GOOG, Alphabet Class C | Hold | 2,749,860 | $177.39 | $488M | — | — | |
| DE, Deere | Add 0.0% | 877,900 | $508.49 | $446M | +200 | +$34M | |
| AMZN, Amazon | Hold | 2,030,760 | $219.39 | $446M | — | — | |
| V, Visa | Hold | 999,285 | $355.05 | $355M | — | — | |
| HD, Home Depot | Hold | 920,000 | $366.64 | $337M | — | — | |
| ADI, Analog Devices | Hold | 1,167,671 | $238.02 | $278M | — | — | |
| MSFT, Microsoft | Add +0.9% | 527,480 | $497.41 | $262M | +4,750 | +$66M | |
| GS, Goldman Sachs | Hold | 359,360 | $707.75 | $254M | — | — | |
| DIS, Disney | Hold | 2,031,665 | $124.01 | $252M | — | — | |
| AAPL, Apple | Hold | 1,227,290 | $205.17 | $252M | — | — | |
| WSO, Watsco | Reduce −4.3% | 565,169 | $441.62 | $250M | −25,331 | −$51M | |
| BLK, BlackRock | Hold | 220,200 | $1,049 | $231M | — | — | |
| META, Meta Platforms | Add +0.1% | 280,281 | $738.09 | $207M | +200 | +$45M | |
| LPLA, LPL Financial | Add +1.0% | 544,604 | $374.97 | $204M | +5,500 | +$28M | |
| PGR, Progressive | Hold | 753,750 | $266.86 | $201M | — | — | |
| KKR | Hold | 1,451,800 | $133.03 | $193M | — | — | |
| BX, Blackstone | Hold | 1,229,000 | $149.58 | $184M | — | — | |
| RLI, RLI Corp | Hold | 2,394,544 | $72.22 | $173M | — | — | |
| MMC, Marsh McLennan | Add +0.7% | 748,750 | $218.64 | $164M | +5,250 | −$18M | |
| LOW, Lowe's | Add +1.3% | 717,230 | $221.87 | $159M | +9,000 | −$6M | |
| NVO, Novo Nordisk | Add +5.1% | 2,258,588 | $69.02 | $156M | +108,588 | +$6.6M | |
| AXP, American Express | Hold | 484,250 | $318.98 | $154M | — | — | |
| TXN, Texas Instruments | Hold | 724,000 | $207.62 | $150M | — | — | |
| APO, Apollo Global Management | Hold | 1,012,500 | $141.87 | $144M | — | — | |
| DEO, Diageo | Hold | 1,366,708 | $100.84 | $138M | — | — | |
| CAT, Caterpillar | Add +0.2% | 328,650 | $388.21 | $128M | +600 | +$19M | |
| SCHW, Charles Schwab | Hold | 1,364,800 | $91.24 | $125M | — | — | |
| BAM, Brookfield Asset Management | Hold | 2,193,953 | $55.28 | $121M | — | — | |
| MA, Mastercard | Hold | 207,540 | $561.94 | $117M | — | — | |
| GD, General Dynamics | Hold | 391,000 | $291.66 | $114M | — | — | |
| MCO, Moody's | Hold | 213,890 | $501.59 | $107M | — | — | |
| GOOGL, Alphabet Class A | Add +2.7% | 572,000 | $176.23 | $101M | +15,000 | +$15M | |
| DG, Dollar General | Hold | 869,250 | $114.38 | $99M | — | — | |
| HEI, Heico | Hold | 379,644 | $258.75 | $98M | — | — | |
| FNV, Franco Nev | Add +8.4% | 569,500 | $163.92 | $93M | +44,250 | +$11M | |
| JNJ, Johnson & Johnson | Hold | 610,800 | $152.75 | $93M | — | — | |
| NVR | Add +0.1% | 11,897 | $7,386 | $88M | +13 | +$1.8M | |
| LIN, Linde | Add +3.1% | 186,600 | $469.18 | $88M | +5,600 | +$3.3M | |
| ADM, Archer-Daniels-Midland | Add +1.5% | 1,573,800 | $52.78 | $83M | +22,500 | +$8.6M | |
| ROL, Rollins | Add +0.5% | 1,469,275 | $56.42 | $83M | +7,000 | +$3.9M | |
| MSCI | Hold | 142,850 | $576.74 | $82M | — | — | |
| ITW, Illinois Tool Works | Hold | 327,500 | $247.25 | $81M | — | — | |
| SPGI, S&P Global | Hold | 150,690 | $527.29 | $79M | — | — | |
| ECL, Ecolab | Hold | 274,300 | $269.44 | $74M | — | — | |
| JPM, JPMorgan Chase | Hold | 252,550 | $289.91 | $73M | — | — | |
| CG, Carlyle Group | Hold | 1,327,000 | $51.40 | $68M | — | — | |
| NSC, Norfolk Southern | Add +3.1% | 236,500 | $255.97 | $61M | +7,000 | +$6.2M | |
| SBUX, Starbucks | Hold | 623,818 | $91.63 | $57M | — | — | |
| ODFL, Old Dominion Freight Line | Add +9.3% | 342,450 | $162.30 | $56M | +29,250 | +$3.8M | |
| FDS, FactSet | Hold | 116,720 | $447.28 | $52M | — | — | |
| ROK, Rockwell Automation | Hold | 154,900 | $332.17 | $51M | — | — | |
| VRSK, Verisk | Hold | 155,950 | $311.50 | $49M | — | — | |
| FDX, FedEx | Hold | 213,000 | $227.31 | $48M | — | — | |
| THG, Hanover Insurance Group | Add +0.4% | 281,000 | $169.87 | $48M | +1,000 | −$973K | |
| ACN, Accenture | Hold | 159,400 | $298.89 | $48M | — | — | |
| AON, Aon | Add +0.3% | 129,800 | $356.76 | $46M | +350 | −$5.4M | |
| TSN, Tyson Foods | Add +2.2% | 816,000 | $55.94 | $46M | +17,500 | −$5.3M | |
| ITIC, Investors Title Co. NC | Hold | 213,300 | $211.30 | $45M | — | — | |
| COST, Costco | Hold | 39,150 | $989.94 | $39M | — | — | |
| CMCSA, Comcast | Hold | 961,880 | $35.69 | $34M | — | — | |
| YUM, Yum Brands | Add +0.4% | 226,451 | $148.18 | $34M | +1,000 | −$1.9M | |
| RTX | Hold | 224,000 | $146.02 | $33M | — | — | |
| SHW, Sherwin-Williams | Hold | 94,172 | $343.36 | $32M | — | — | |
| NKE, Nike | Add +0.4% | 447,400 | $71.04 | $32M | +2,000 | +$3.5M | |
| HGTY, Hagerty | Hold | 3,108,000 | $10.11 | $31M | — | — | |
| ALL, Allstate | Hold | 154,550 | $201.31 | $31M | — | — | |
| TROW, T. Rowe Price | Hold | 314,000 | $96.50 | $30M | — | — | |
| FERG, Ferguson | Add +9.3% | 134,500 | $217.75 | $29M | +11,500 | +$9.6M | |
| LMT, Lockheed Martin | Add +1.3% | 62,263 | $463.14 | $29M | +800 | +$1.4M | |
| ABNB, Airbnb | Add +15.3% | 212,003 | $132.34 | $28M | +28,183 | +$6.1M | |
| HCA, HCA Healthcare | Add +11.2% | 68,963 | $383.10 | $26M | +6,962 | +$5M | |
| CSCO, Cisco | Add +2.2% | 349,500 | $69.38 | $24M | +7,500 | +$3.1M | |
| URI, United Rentals | Hold | 31,150 | $753.40 | $23M | — | — | |
| BF.A, Brown-Forman Class A | Hold | 843,000 | $27.47 | $23M | — | — | |
| UNP, Union Pacific | Add +13.4% | 97,278 | $230.08 | $22M | +11,500 | +$2.1M | |
| PAYX, Paychex | Hold | 150,000 | $145.46 | $22M | — | — | |
| PM, Philip Morris International | Hold | 114,500 | $182.13 | $21M | — | — | |
| TMO, Thermo Fisher Scientific | Add +10.1% | 49,550 | $405.46 | $20M | +4,550 | −$2.3M | |
| SPOT, Spotify | Hold | 25,900 | $767.34 | $20M | — | — | |
| CCK, Crown | Hold | 189,500 | $102.98 | $20M | — | — | |
| COF, Capital One | Hold | 91,000 | $212.76 | $19M | — | — | |
| LAMR, Lamar Advertising | Add +15.3% | 158,000 | $121.36 | $19M | +21,000 | +$3.6M | |
| EFX, Equifax | Hold | 72,850 | $259.37 | $19M | — | — | |
| APD, Air Products & Chemicals | Hold | 65,000 | $282.06 | $18M | — | — | |
| MMM, 3M | Reduce −59.7% | 118,250 | $152.24 | $18M | −175,500 | −$25M | |
| CARR, Carrier Global | Hold | 235,000 | $73.19 | $17M | — | — | |
| RNR, RenaissanceRe | Hold | 70,000 | $242.90 | $17M | — | — | |
| MAR, Marriott | Add +15.9% | 60,250 | $273.21 | $16M | +8,250 | +$4.1M | |
| WFC, Wells Fargo | Hold | 204,450 | $80.12 | $16M | — | — | |
| SEIC, Sei Investments | Hold | 173,200 | $89.86 | $16M | — | — | |
| CHH, Choice Hotels International | Hold | 115,500 | $126.88 | $15M | — | — | |
| TGT, Target | Hold | 133,000 | $98.65 | $13M | — | — | |
| BF.B, Brown-Forman Class B | Hold | 474,187 | $26.91 | $13M | — | — | |
| PEP, PepsiCo | Hold | 96,210 | $132.04 | $13M | — | — | |
| SHOP, Shopify | Hold | 102,750 | $115.35 | $12M | — | — | |
| UBER, Uber | Add +1.2% | 123,500 | $93.30 | $12M | +1,500 | +$2.6M | |
| OTIS, Otis Worldwide | Hold | 114,620 | $99.02 | $11M | — | — | |
| SMG, Scotts Miracle-Gro | Hold | 168,000 | $65.96 | $11M | — | — | |
| BK, BNY | Hold | 121,500 | $91.11 | $11M | — | — | |
| HXL, Hexcel | Hold | 189,000 | $56.49 | $11M | — | — | |
| KMX, CarMax | Hold | 136,500 | $67.21 | $9.2M | — | — | |
| HSY, Hershey | Hold | 54,500 | $165.95 | $9M | — | — | |
| TRU, Transunion | Hold | 101,050 | $88.00 | $8.9M | — | — | |
| SONY, Sony | Hold | 335,000 | $26.03 | $8.7M | — | — | |
| UNH, UnitedHealth Group | Reduce −5.4% | 26,500 | $311.97 | $8.3M | −1,514 | −$6.4M | |
| NSP, Insperity | Hold | 131,728 | $60.12 | $7.9M | — | — | |
| IQV, IQVIA | Reduce −15.5% | 49,642 | $157.59 | $7.8M | −9,084 | −$2.5M | |
| O-I Glass | Reduce −45.8% | 473,700 | $14.74 | $7M | −400,400 | −$3M | |
| FIX, Comfort Systems USA | Hold | 13,000 | $536.21 | $7M | — | — | |
| CME, CME Group | Add +136.8% | 22,500 | $275.62 | $6.2M | +13,000 | +$3.7M | |
| EMN, Eastman Chemical | Hold | 74,950 | $74.66 | $5.6M | — | — | |
| ADBE, Adobe | New | 14,000 | $386.88 | $5.4M | +14,000 | +$5.4M | |
| HII, Huntington Ingalls Industries | Add +13.9% | 20,500 | $241.46 | $4.9M | +2,500 | +$1.3M | |
| GHC, Graham | Hold | 5,200 | $946.17 | $4.9M | — | — | |
| CE, Celanese | Hold | 81,300 | $55.33 | $4.5M | — | — | |
| WRB, Berkley | Hold | 60,750 | $73.47 | $4.5M | — | — | |
| CBOE, Cboe Global Markets | Add +216.7% | 19,000 | $233.21 | $4.4M | +13,000 | +$3.1M | |
| PKG, Graphic Packaging | Reduce −62.3% | 174,000 | $21.07 | $3.7M | −287,225 | −$8.3M | |
| AMAT, Applied Materials | New | 16,500 | $183.07 | $3M | +16,500 | +$3M | |
| MGM, MGM Resorts | Add +2.3% | 87,500 | $34.39 | $3M | +2,000 | +$475K | |
| AYI, Acuity | Hold | 9,750 | $298.34 | $2.9M | — | — | |
| BALL, BALL Corp | Hold | 51,000 | $56.09 | $2.9M | — | — | |
| WTW, Willis Towers Watson | Hold | 8,627 | $306.50 | $2.6M | — | — | |
| DPZ, Domino's Pizza | Hold | 5,500 | $450.60 | $2.5M | — | — | |
| IT, Gartner | Hold | 5,700 | $404.22 | $2.3M | — | — | |
| INTU, Intuit | Hold | 2,720 | $787.63 | $2.1M | — | — | |
| CSX | New | 65,000 | $32.63 | $2.1M | +65,000 | +$2.1M | |
| EXP, Eagle Materials | Add +157.1% | 9,000 | $202.11 | $1.8M | +5,500 | +$1M | |
| SYY, Sysco | Add +166.7% | 24,000 | $75.74 | $1.8M | +15,000 | +$1.1M | |
| BC, Brunswick | Hold | 29,500 | $55.24 | $1.6M | — | — | |
| CSGP, CoStar Group | Hold | 18,600 | $80.40 | $1.5M | — | — | |
| EL, Estee Lauder | Hold | 15,000 | $80.80 | $1.2M | — | — | |
| ICE, Intercontinental Exchange | Hold | 5,120 | $183.47 | $939K | — | — | |
| BUD, Anheuser-Busch InBev | Hold | 11,000 | $68.72 | $756K | — | — |
Showing top 50 of 137 by value
Exits / last held
Gone since 2025 Q1, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CABO, Cable One | Exit | 0 | $265.80 | $3.2M | −11,900 | −$3.2M |
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