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 | 6.86% | Hold | 1,114 | $728,800 | $812M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 6.29% | Hold | 1,531,971 | $485.77 | $744M | — | — |
| BN - Brookfield · CL A | 4.56% | Hold | 8,715,741 | $61.85 | $539M | — | — |
| GOOG - Alphabet · CL C | 4.12% | Hold | 2,749,860 | $177.39 | $488M | — | — |
| DE - Deere | 3.77% | Add 0.0% | 877,900 | $508.49 | $446M | +200 | +$34M |
| AMZN - Amazon | 3.77% | Hold | 2,030,760 | $219.39 | $446M | — | — |
| V - VISA · CL A | 3.00% | Hold | 999,285 | $355.05 | $355M | — | — |
| HD - Home Depot | 2.85% | Hold | 920,000 | $366.64 | $337M | — | — |
| ADI - Analog Devices | 2.35% | Hold | 1,167,671 | $238.02 | $278M | — | — |
| MSFT - Microsoft | 2.22% | Add +0.9% | 527,480 | $497.41 | $262M | +4,750 | +$66M |
| GS - Goldman Sachs Group | 2.15% | Hold | 359,360 | $707.75 | $254M | — | — |
| DIS - Disney Walt | 2.13% | Hold | 2,031,665 | $124.01 | $252M | — | — |
| AAPL - Apple | 2.13% | Hold | 1,227,290 | $205.17 | $252M | — | — |
| WSO - Watsco | 2.11% | Reduce −4.3% | 565,169 | $441.62 | $250M | −25,331 | −$51M |
| BLK - Blackrock | 1.95% | Hold | 220,200 | $1,049 | $231M | — | — |
| META - Meta Platforms · CL A | 1.75% | Add +0.1% | 280,281 | $738.09 | $207M | +200 | +$45M |
| LPLA - Lpl Finl | 1.73% | Add +1.0% | 544,604 | $374.97 | $204M | +5,500 | +$28M |
| PGR - Progressive | 1.70% | Hold | 753,750 | $266.86 | $201M | — | — |
| KKR — | 1.63% | Hold | 1,451,800 | $133.03 | $193M | — | — |
| BX - Blackstone | 1.55% | Hold | 1,229,000 | $149.58 | $184M | — | — |
| RLI - RLI Corp | 1.46% | Hold | 2,394,544 | $72.22 | $173M | — | — |
| MMC - Marsh & Mclennan Cos | 1.38% | Add +0.7% | 748,750 | $218.64 | $164M | +5,250 | −$18M |
| LOW - Lowes Cos | 1.35% | Add +1.3% | 717,230 | $221.87 | $159M | +9,000 | −$6M |
| NVO - Novo-Nordisk A S | 1.32% | Add +5.1% | 2,258,588 | $69.02 | $156M | +108,588 | +$7M |
| AXP - American Express | 1.31% | Hold | 484,250 | $318.98 | $154M | — | — |
| TXN - Texas Instrs | 1.27% | Hold | 724,000 | $207.62 | $150M | — | — |
| APO - Apollo Global Mgmt | 1.21% | Hold | 1,012,500 | $141.87 | $144M | — | — |
| DEO - Diageo | 1.17% | Hold | 1,366,708 | $100.84 | $138M | — | — |
| CAT - Caterpillar | 1.08% | Add +0.2% | 328,650 | $388.21 | $128M | +600 | +$19M |
| SCHW - Schwab Charles | 1.05% | Hold | 1,364,800 | $91.24 | $125M | — | — |
| BAM — · CL A | 1.03% | Hold | 2,193,953 | $55.28 | $121M | — | — |
| MA - Mastercard · CL A | 0.99% | Hold | 207,540 | $561.94 | $117M | — | — |
| GD - General Dynamics | 0.96% | Hold | 391,000 | $291.66 | $114M | — | — |
| MCO - Moodys | 0.91% | Hold | 213,890 | $501.59 | $107M | — | — |
| GOOGL - Alphabet · CL A | 0.85% | Add +2.7% | 572,000 | $176.23 | $101M | +15,000 | +$15M |
| DG - Dollar Gen | 0.84% | Hold | 869,250 | $114.38 | $99M | — | — |
| HEI - Heico · CL A | 0.83% | Hold | 379,644 | $258.75 | $98M | — | — |
| FNV - Franco Nev | 0.79% | Add +8.4% | 569,500 | $163.92 | $93M | +44,250 | +$11M |
| JNJ - Johnson & Johnson | 0.79% | Hold | 610,800 | $152.75 | $93M | — | — |
| NVR - NVR Inc | 0.74% | Add +0.1% | 11,897 | $7,386 | $88M | +13 | +$2M |
| LIN - Linde | 0.74% | Add +3.1% | 186,600 | $469.18 | $88M | +5,600 | +$3M |
| ADM - Archer Daniels Midland | 0.70% | Add +1.5% | 1,573,800 | $52.78 | $83M | +22,500 | +$9M |
| ROL - Rollins | 0.70% | Add +0.5% | 1,469,275 | $56.42 | $83M | +7,000 | +$4M |
| MSCI - MSCI Inc | 0.70% | Hold | 142,850 | $576.74 | $82M | — | — |
| ITW - Illinois Tool Wks | 0.68% | Hold | 327,500 | $247.25 | $81M | — | — |
| SPGI - S&P Global | 0.67% | Hold | 150,690 | $527.29 | $79M | — | — |
| ECL - Ecolab | 0.62% | Hold | 274,300 | $269.44 | $74M | — | — |
| JPM - Jpmorgan Chase & | 0.62% | Hold | 252,550 | $289.91 | $73M | — | — |
| CG - Carlyle Group | 0.58% | Hold | 1,327,000 | $51.40 | $68M | — | — |
| NSC - Norfolk Southn | 0.51% | Add +3.1% | 236,500 | $255.97 | $61M | +7,000 | +$6M |
| SBUX - Starbucks | 0.48% | Hold | 623,818 | $91.63 | $57M | — | — |
| ODFL - Old Dominion Freight | 0.47% | Add +9.3% | 342,450 | $162.30 | $56M | +29,250 | +$4M |
| FDS - Factset Resh Sys | 0.44% | Hold | 116,720 | $447.28 | $52M | — | — |
| ROK - Rockwell Automation | 0.44% | Hold | 154,900 | $332.17 | $51M | — | — |
| VRSK - Verisk Analytics | 0.41% | Hold | 155,950 | $311.50 | $49M | — | — |
| FDX - Fedex | 0.41% | Hold | 213,000 | $227.31 | $48M | — | — |
| THG - Hanover Ins Group | 0.40% | Add +0.4% | 281,000 | $169.87 | $48M | +1,000 | −$973K |
| ACN - Accenture Ireland · CLASS A | 0.40% | Hold | 159,400 | $298.89 | $48M | — | — |
| AON - AON PLC · CL A | 0.39% | Add +0.3% | 129,800 | $356.76 | $46M | +350 | −$5M |
| TSN - Tyson Foods · CL A | 0.39% | Add +2.2% | 816,000 | $55.94 | $46M | +17,500 | −$5M |
| ITIC - Investors Title Nc | 0.38% | Hold | 213,300 | $211.30 | $45M | — | — |
| COST - Costco Whsl | 0.33% | Hold | 39,150 | $989.94 | $39M | — | — |
| CMCSA - Comcast · CL A | 0.29% | Hold | 961,880 | $35.69 | $34M | — | — |
| YUM - Yum Brands | 0.28% | Add +0.4% | 226,451 | $148.18 | $34M | +1,000 | −$2M |
| RTX - Raytheon | 0.28% | Hold | 224,000 | $146.02 | $33M | — | — |
| SHW - Sherwin Williams | 0.27% | Hold | 94,172 | $343.36 | $32M | — | — |
| NKE - NIKE · CL B | 0.27% | Add +0.4% | 447,400 | $71.04 | $32M | +2,000 | +$4M |
| HGTY - Hagerty · CL A | 0.27% | Hold | 3,108,000 | $10.11 | $31M | — | — |
| ALL - Allstate | 0.26% | Hold | 154,550 | $201.31 | $31M | — | — |
| TROW - T. Rowe Price | 0.26% | Hold | 314,000 | $96.50 | $30M | — | — |
| FERG - Ferguson Enterprises | 0.25% | Add +9.3% | 134,500 | $217.75 | $29M | +11,500 | +$10M |
| LMT - Lockheed Martin | 0.24% | Add +1.3% | 62,263 | $463.14 | $29M | +800 | +$1M |
| ABNB - Airbnb · CL A | 0.24% | Add +15.3% | 212,003 | $132.34 | $28M | +28,183 | +$6M |
| HCA - Hca Healthcare | 0.22% | Add +11.2% | 68,963 | $383.10 | $26M | +6,962 | +$5M |
| CSCO - Cisco Sys | 0.21% | Add +2.2% | 349,500 | $69.38 | $24M | +7,500 | +$3M |
| URI - United Rentals | 0.20% | Hold | 31,150 | $753.40 | $23M | — | — |
| BF.A — · CL A | 0.20% | Hold | 843,000 | $27.47 | $23M | — | — |
| UNP - Union Pac | 0.19% | Add +13.4% | 97,278 | $230.08 | $22M | +11,500 | +$2M |
| PAYX - Paychex | 0.18% | Hold | 150,000 | $145.46 | $22M | — | — |
| PM - Philip Morris Intl | 0.18% | Hold | 114,500 | $182.13 | $21M | — | — |
| TMO - Thermo Fisher Scientific | 0.17% | Add +10.1% | 49,550 | $405.46 | $20M | +4,550 | −$2M |
| SPOT - Spotify Technology S A | 0.17% | Hold | 25,900 | $767.34 | $20M | — | — |
| CCK - Crown | 0.16% | Hold | 189,500 | $102.98 | $20M | — | — |
| COF - Capital One Finl | 0.16% | Hold | 91,000 | $212.76 | $19M | — | — |
| LAMR - Lamar Advertising · CL A | 0.16% | Add +15.3% | 158,000 | $121.36 | $19M | +21,000 | +$4M |
| EFX - Equifax | 0.16% | Hold | 72,850 | $259.37 | $19M | — | — |
| APD - Air Prods & Chems | 0.16% | Hold | 65,000 | $282.06 | $18M | — | — |
| MMM - 3M | 0.15% | Reduce −59.7% | 118,250 | $152.24 | $18M | −175,500 | −$25M |
| CARR - Carrier Global | 0.15% | Hold | 235,000 | $73.19 | $17M | — | — |
| RNR - Renaissancere | 0.14% | Hold | 70,000 | $242.90 | $17M | — | — |
| MAR - Marriott Intl · CL A | 0.14% | Add +15.9% | 60,250 | $273.21 | $16M | +8,250 | +$4M |
| WFC - Wells Fargo | 0.14% | Hold | 204,450 | $80.12 | $16M | — | — |
| SEIC - Sei Invts | 0.13% | Hold | 173,200 | $89.86 | $16M | — | — |
| CHH - Choice Hotels Intl | 0.12% | Hold | 115,500 | $126.88 | $15M | — | — |
| TGT - Target | 0.11% | Hold | 133,000 | $98.65 | $13M | — | — |
| BF.B - Brown Forman · CL B | 0.11% | Hold | 474,187 | $26.91 | $13M | — | — |
| PEP - Pepsico | 0.11% | Hold | 96,210 | $132.04 | $13M | — | — |
| SHOP - Shopify · CL A | 0.10% | Hold | 102,750 | $115.35 | $12M | — | — |
| UBER - UBER Technologies | 0.10% | Add +1.2% | 123,500 | $93.30 | $12M | +1,500 | +$3M |
| OTIS - Otis Worldwide | 0.10% | Hold | 114,620 | $99.02 | $11M | — | — |
| SMG - Scotts Miracle-Gro · CL A | 0.09% | Hold | 168,000 | $65.96 | $11M | — | — |
| BK - Bank New York Mellon | 0.09% | Hold | 121,500 | $91.11 | $11M | — | — |
| HXL - Hexcel | 0.09% | Hold | 189,000 | $56.49 | $11M | — | — |
| KMX - Carmax | 0.08% | Hold | 136,500 | $67.21 | $9M | — | — |
| HSY - Hershey | 0.08% | Hold | 54,500 | $165.95 | $9M | — | — |
| TRU - Transunion | 0.08% | Hold | 101,050 | $88.00 | $9M | — | — |
| SONY - SONY Group | 0.07% | Hold | 335,000 | $26.03 | $9M | — | — |
| UNH - Unitedhealth Group | 0.07% | Reduce −5.4% | 26,500 | $311.97 | $8M | −1,514 | −$6M |
| NSP - Insperity | 0.07% | Hold | 131,728 | $60.12 | $8M | — | — |
| IQV - IQVIA | 0.07% | Reduce −15.5% | 49,642 | $157.59 | $8M | −9,084 | −$3M |
| O-I Glass | 0.06% | Reduce −45.8% | 473,700 | $14.74 | $7M | −400,400 | −$3M |
| FIX - Comfort Sys USA | 0.06% | Hold | 13,000 | $536.21 | $7M | — | — |
| CME - CME Group | 0.05% | Add +136.8% | 22,500 | $275.62 | $6M | +13,000 | +$4M |
| EMN - Eastman Chem | 0.05% | Hold | 74,950 | $74.66 | $6M | — | — |
| ADBE - Adobe | 0.05% | New | 14,000 | $386.88 | $5M | +14,000 | +$5M |
| HII - Huntington Ingalls Inds | 0.04% | Add +13.9% | 20,500 | $241.46 | $5M | +2,500 | +$1M |
| GHC - Graham · CL B | 0.04% | Hold | 5,200 | $946.17 | $5M | — | — |
| CE - Celanese Del | 0.04% | Hold | 81,300 | $55.33 | $4M | — | — |
| WRB - Berkley W R | 0.04% | Hold | 60,750 | $73.47 | $4M | — | — |
| CBOE - Cboe Global Mkts | 0.04% | Add +216.7% | 19,000 | $233.21 | $4M | +13,000 | +$3M |
| PKG - Graphic Packaging | 0.03% | Reduce −62.3% | 174,000 | $21.07 | $4M | −287,225 | −$8M |
| AMAT - Applied Matls | 0.03% | New | 16,500 | $183.07 | $3M | +16,500 | +$3M |
| MGM - Mgm Resorts International | 0.03% | Add +2.3% | 87,500 | $34.39 | $3M | +2,000 | +$475K |
| AYI - Acuity | 0.02% | Hold | 9,750 | $298.34 | $3M | — | — |
| BALL - BALL Corp | 0.02% | Hold | 51,000 | $56.09 | $3M | — | — |
| WTW - Willis Towers Watson | 0.02% | Hold | 8,627 | $306.50 | $3M | — | — |
| DPZ - Dominos Pizza | 0.02% | Hold | 5,500 | $450.60 | $2M | — | — |
| IT - Gartner | 0.02% | Hold | 5,700 | $404.22 | $2M | — | — |
| INTU - Intuit | 0.02% | Hold | 2,720 | $787.63 | $2M | — | — |
| CSX - CSX Corp | 0.02% | New | 65,000 | $32.63 | $2M | +65,000 | +$2M |
| EXP - Eagle Matls | 0.02% | Add +157.1% | 9,000 | $202.11 | $2M | +5,500 | +$1M |
| SYY - Sysco | 0.02% | Add +166.7% | 24,000 | $75.74 | $2M | +15,000 | +$1M |
| BC - Brunswick | 0.01% | Hold | 29,500 | $55.24 | $2M | — | — |
| CSGP - Costar Group | 0.01% | Hold | 18,600 | $80.40 | $1M | — | — |
| EL - Estee Lauder · CL A | 0.01% | Hold | 15,000 | $80.80 | $1M | — | — |
| ICE - Intercontinental Exchange | 0.01% | Hold | 5,120 | $183.47 | $939K | — | — |
| BUD - Anheuser Busch Inbev SA/ | 0.01% | Hold | 11,000 | $68.72 | $756K | — | — |
Showing top 50 of 137 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CABO - Cable One | 0.03% | Exit | 0 | $265.80 | $3M | −11,900 | −$3M |
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