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 | 6.82% | Hold | 1,114 | $754,200 | $840M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 6.25% | Hold | 1,531,971 | $502.74 | $770M | — | — |
| GOOG - Alphabet · CL C | 5.44% | Hold | 2,749,860 | $243.55 | $670M | — | — |
| BN - Brookfield · CL A | 4.85% | Hold | 8,715,741 | $68.58 | $598M | — | — |
| AMZN - Amazon | 3.62% | Hold | 2,030,760 | $219.57 | $446M | — | — |
| DE - Deere | 3.26% | Hold | 877,900 | $457.26 | $401M | — | — |
| HD - Home Depot | 3.03% | Hold | 920,000 | $405.19 | $373M | — | — |
| V - VISA · CL A | 2.77% | Hold | 999,285 | $341.38 | $341M | — | — |
| AAPL - Apple | 2.54% | Hold | 1,227,290 | $254.63 | $313M | — | — |
| ADI - Analog Devices | 2.33% | Hold | 1,167,671 | $245.70 | $287M | — | — |
| GS - Goldman Sachs Group | 2.32% | Hold | 359,360 | $796.35 | $286M | — | — |
| MSFT - Microsoft | 2.24% | Add +0.9% | 532,080 | $517.95 | $276M | +4,600 | +$13M |
| BLK - Blackrock | 2.08% | Hold | 220,200 | $1,166 | $257M | — | — |
| DIS - Disney Walt | 1.89% | Hold | 2,031,665 | $114.50 | $233M | — | — |
| WSO - Watsco | 1.85% | Hold | 565,169 | $404.30 | $228M | — | — |
| BX - Blackstone | 1.70% | Hold | 1,229,000 | $170.85 | $210M | — | — |
| META - Meta Platforms · CL A | 1.67% | Hold | 280,281 | $734.38 | $206M | — | — |
| KKR — | 1.53% | Hold | 1,451,800 | $129.95 | $189M | — | — |
| PGR - Progressive | 1.51% | Hold | 753,750 | $246.95 | $186M | — | — |
| LPLA - Lpl Finl | 1.49% | Add +1.6% | 553,321 | $332.69 | $184M | +8,717 | −$20M |
| LOW - Lowes Cos | 1.48% | Add +1.3% | 726,730 | $251.31 | $183M | +9,500 | +$24M |
| AXP - American Express | 1.31% | Hold | 484,250 | $332.16 | $161M | — | — |
| CAT - Caterpillar | 1.27% | Hold | 328,650 | $477.15 | $157M | — | — |
| RLI - RLI Corp | 1.27% | Hold | 2,394,544 | $65.22 | $156M | — | — |
| MMC - Marsh & Mclennan Cos | 1.23% | Add +0.8% | 755,000 | $201.53 | $152M | +6,250 | −$12M |
| GOOGL - Alphabet · CL A | 1.13% | Hold | 572,000 | $243.10 | $139M | — | — |
| FNV - Franco Nev | 1.10% | Add +6.3% | 605,500 | $222.91 | $135M | +36,000 | +$42M |
| APO - Apollo Global Mgmt | 1.10% | Hold | 1,012,500 | $133.27 | $135M | — | — |
| GD - General Dynamics | 1.08% | Hold | 391,000 | $341.00 | $133M | — | — |
| TXN - Texas Instrs | 1.08% | Hold | 724,000 | $183.73 | $133M | — | — |
| NVO - Novo-Nordisk A S | 1.07% | Add +4.9% | 2,368,649 | $55.49 | $131M | +110,061 | −$24M |
| DEO - Diageo | 1.06% | Hold | 1,366,708 | $95.43 | $130M | — | — |
| SCHW - Schwab Charles | 1.06% | Hold | 1,364,800 | $95.47 | $130M | — | — |
| BAM — · CL A | 1.01% | Hold | 2,193,953 | $56.94 | $125M | — | — |
| MA - Mastercard · CL A | 0.96% | Hold | 207,540 | $568.81 | $118M | — | — |
| JNJ - Johnson & Johnson | 0.92% | Hold | 610,800 | $185.42 | $113M | — | — |
| MCO - Moodys | 0.83% | Hold | 213,890 | $476.48 | $102M | — | — |
| HEI - Heico · CL A | 0.78% | Hold | 379,644 | $254.09 | $96M | — | — |
| NVR - NVR Inc | 0.78% | Hold | 11,897 | $8,035 | $96M | — | — |
| LIN - Linde | 0.74% | Add +3.3% | 192,850 | $475.00 | $92M | +6,250 | +$4M |
| ADM - Archer Daniels Midland | 0.73% | Reduce −4.3% | 1,505,800 | $59.74 | $90M | −68,000 | +$7M |
| DG - Dollar Gen | 0.73% | Hold | 869,250 | $103.35 | $90M | — | — |
| ROL - Rollins | 0.70% | Add +0.4% | 1,475,775 | $58.74 | $87M | +6,500 | +$4M |
| ITW - Illinois Tool Wks | 0.69% | Hold | 327,500 | $260.76 | $85M | — | — |
| CG - Carlyle Group | 0.68% | Hold | 1,327,000 | $62.70 | $83M | — | — |
| MSCI - MSCI Inc | 0.66% | Hold | 142,850 | $567.41 | $81M | — | — |
| JPM - Jpmorgan Chase & | 0.65% | Hold | 252,550 | $315.43 | $80M | — | — |
| NSC - Norfolk Southn | 0.63% | Add +8.5% | 256,500 | $300.41 | $77M | +20,000 | +$17M |
| ECL - Ecolab | 0.61% | Hold | 274,300 | $273.86 | $75M | — | — |
| SPGI - S&P Global | 0.60% | Hold | 150,690 | $486.71 | $73M | — | — |
| ITIC - Investors Title Nc | 0.46% | Hold | 213,300 | $267.83 | $57M | — | — |
| ROK - Rockwell Automation | 0.44% | Hold | 154,900 | $349.53 | $54M | — | — |
| SBUX - Starbucks | 0.43% | Hold | 623,818 | $84.60 | $53M | — | — |
| THG - Hanover Ins Group | 0.41% | Hold | 281,000 | $181.63 | $51M | — | — |
| ODFL - Old Dominion Freight | 0.41% | Add +4.8% | 358,750 | $140.78 | $51M | +16,300 | −$5M |
| FDX - Fedex | 0.41% | Hold | 213,000 | $235.81 | $50M | — | — |
| AON - AON PLC · CL A | 0.38% | Hold | 129,800 | $356.58 | $46M | — | — |
| TSN - Tyson Foods · CL A | 0.37% | Add +4.0% | 848,500 | $54.30 | $46M | +32,500 | +$427K |
| ACN - Accenture Ireland · CLASS A | 0.32% | Hold | 159,400 | $246.60 | $39M | — | — |
| VRSK - Verisk Analytics | 0.32% | Hold | 155,950 | $251.51 | $39M | — | — |
| RTX - Raytheon | 0.30% | Hold | 224,000 | $167.33 | $37M | — | — |
| HGTY - Hagerty · CL A | 0.30% | Hold | 3,108,000 | $12.05 | $37M | — | — |
| COST - Costco Whsl | 0.29% | Hold | 39,150 | $925.63 | $36M | — | — |
| YUM - Yum Brands | 0.28% | Hold | 226,451 | $152.00 | $34M | — | — |
| FDS - Factset Resh Sys | 0.27% | Hold | 116,720 | $286.49 | $33M | — | — |
| ALL - Allstate | 0.27% | Hold | 154,550 | $214.65 | $33M | — | — |
| FERG - Ferguson Enterprises | 0.27% | Add +9.3% | 147,000 | $224.58 | $33M | +12,500 | +$4M |
| SHW - Sherwin Williams | 0.26% | Hold | 94,172 | $346.26 | $33M | — | — |
| TROW - T. Rowe Price | 0.26% | Hold | 314,000 | $102.64 | $32M | — | — |
| HCA - Hca Healthcare | 0.26% | Add +9.1% | 75,213 | $426.20 | $32M | +6,250 | +$6M |
| NKE - NIKE · CL B | 0.25% | Hold | 447,400 | $69.73 | $31M | — | — |
| LMT - Lockheed Martin | 0.25% | Hold | 62,263 | $499.21 | $31M | — | — |
| CMCSA - Comcast · CL A | 0.25% | Hold | 961,880 | $31.42 | $30M | — | — |
| UNP - Union Pac | 0.24% | Add +30.3% | 126,778 | $236.37 | $30M | +29,500 | +$8M |
| URI - United Rentals | 0.24% | Hold | 31,150 | $954.66 | $30M | — | — |
| ABNB - Airbnb · CL A | 0.22% | Add +7.1% | 227,133 | $121.42 | $28M | +15,130 | −$478K |
| TMO - Thermo Fisher Scientific | 0.22% | Add +12.6% | 55,800 | $485.02 | $27M | +6,250 | +$7M |
| CSCO - Cisco Sys | 0.20% | Add +1.7% | 355,500 | $68.42 | $24M | +6,000 | +$75K |
| BF.A — · CL A | 0.18% | Hold | 843,000 | $26.91 | $23M | — | — |
| LAMR - Lamar Advertising · CL A | 0.17% | Add +7.6% | 170,000 | $122.42 | $21M | +12,000 | +$2M |
| COF - Capital One Finl | 0.16% | Hold | 91,000 | $212.58 | $19M | — | — |
| MAR - Marriott Intl · CL A | 0.15% | Add +21.6% | 73,250 | $260.44 | $19M | +13,000 | +$3M |
| PAYX - Paychex | 0.15% | Hold | 150,000 | $126.76 | $19M | — | — |
| EFX - Equifax | 0.15% | Hold | 72,850 | $256.53 | $19M | — | — |
| PM - Philip Morris Intl | 0.15% | Hold | 114,500 | $162.20 | $19M | — | — |
| CCK - Crown | 0.15% | Hold | 189,500 | $96.59 | $18M | — | — |
| SPOT - Spotify Technology S A | 0.15% | Hold | 25,900 | $698.00 | $18M | — | — |
| RNR - Renaissancere | 0.14% | Hold | 70,000 | $253.93 | $18M | — | — |
| APD - Air Prods & Chems | 0.14% | Hold | 65,000 | $272.72 | $18M | — | — |
| WFC - Wells Fargo | 0.14% | Hold | 204,450 | $83.82 | $17M | — | — |
| SHOP - Shopify · CL A | 0.12% | Hold | 102,750 | $148.61 | $15M | — | — |
| SEIC - Sei Invts | 0.12% | Hold | 173,200 | $84.85 | $15M | — | — |
| CARR - Carrier Global | 0.11% | Hold | 235,000 | $59.70 | $14M | — | — |
| PEP - Pepsico | 0.11% | Hold | 96,210 | $140.44 | $14M | — | — |
| BK - Bank New York Mellon | 0.11% | Hold | 121,500 | $108.96 | $13M | — | — |
| BF.B - Brown Forman · CL B | 0.10% | Hold | 474,187 | $27.08 | $13M | — | — |
| CHH - Choice Hotels Intl | 0.10% | Hold | 115,500 | $106.91 | $12M | — | — |
| UBER - UBER Technologies | 0.10% | Hold | 123,500 | $97.97 | $12M | — | — |
| TGT - Target | 0.10% | Hold | 133,000 | $89.70 | $12M | — | — |
| HXL - Hexcel | 0.10% | Hold | 189,000 | $62.70 | $12M | — | — |
| FIX - Comfort Sys USA | 0.09% | Hold | 13,000 | $825.18 | $11M | — | — |
| OTIS - Otis Worldwide | 0.09% | Hold | 114,620 | $91.43 | $10M | — | — |
| HSY - Hershey | 0.08% | Hold | 54,500 | $187.05 | $10M | — | — |
| CSX - CSX Corp | 0.08% | Add +338.5% | 285,000 | $35.51 | $10M | +220,000 | +$8M |
| SONY - SONY Group | 0.08% | Hold | 335,000 | $28.79 | $10M | — | — |
| SMG - Scotts Miracle-Gro · CL A | 0.08% | Hold | 168,000 | $56.95 | $10M | — | — |
| UNH - Unitedhealth Group | 0.07% | Hold | 26,500 | $345.30 | $9M | — | — |
| IQV - IQVIA | 0.07% | Reduce −5.5% | 46,900 | $189.94 | $9M | −2,742 | +$1M |
| CME - CME Group | 0.07% | Add +42.2% | 32,000 | $270.19 | $9M | +9,500 | +$2M |
| TRU - Transunion | 0.07% | Hold | 101,050 | $83.78 | $8M | — | — |
| CBOE - Cboe Global Mkts | 0.06% | Add +50.0% | 28,500 | $245.25 | $7M | +9,500 | +$3M |
| NSP - Insperity | 0.05% | Hold | 131,728 | $49.20 | $6M | — | — |
| KMX - Carmax | 0.05% | Hold | 136,500 | $44.87 | $6M | — | — |
| GHC - Graham · CL B | 0.05% | Hold | 5,200 | $1,177 | $6M | — | — |
| HII - Huntington Ingalls Inds | 0.05% | Hold | 20,500 | $287.91 | $6M | — | — |
| AMAT - Applied Matls | 0.04% | Add +59.1% | 26,250 | $204.74 | $5M | +9,750 | +$2M |
| ADBE - Adobe | 0.04% | Hold | 14,000 | $352.75 | $5M | — | — |
| EMN - Eastman Chem | 0.04% | Hold | 74,950 | $63.05 | $5M | — | — |
| WRB - Berkley W R | 0.04% | Hold | 60,750 | $76.62 | $5M | — | — |
| EXP - Eagle Matls | 0.03% | Add +63.9% | 14,750 | $233.04 | $3M | +5,750 | +$2M |
| AYI - Acuity | 0.03% | Hold | 9,750 | $344.39 | $3M | — | — |
| MGM - Mgm Resorts International | 0.02% | Hold | 87,500 | $34.66 | $3M | — | — |
| SYY - Sysco | 0.02% | Add +27.1% | 30,500 | $82.34 | $3M | +6,500 | +$694K |
| DPZ - Dominos Pizza | 0.02% | Hold | 5,500 | $431.71 | $2M | — | — |
| CNI - Canadian Natl Ry | 0.02% | New | 25,000 | $94.30 | $2M | +25,000 | +$2M |
| CP - Canadian Pacific | 0.02% | New | 31,000 | $74.49 | $2M | +31,000 | +$2M |
| BC - Brunswick | 0.02% | Add +13.6% | 33,500 | $63.24 | $2M | +4,000 | +$489K |
| ICE - Intercontinental Exchange | 0.01% | Add +9.8% | 5,620 | $168.48 | $947K | +500 | +$7K |
Showing top 50 of 128 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MMM - 3M | 0.15% | Exit | 0 | $152.24 | $18M | −118,250 | −$18M |
| O-I Glass | 0.06% | Exit | 0 | $14.74 | $7M | −473,700 | −$7M |
| CE - Celanese Del | 0.04% | Exit | 0 | $55.33 | $4M | −81,300 | −$4M |
| PKG - Graphic Packaging | 0.03% | Exit | 0 | $21.07 | $4M | −174,000 | −$4M |
| BALL - BALL Corp | 0.02% | Exit | 0 | $56.10 | $3M | −51,000 | −$3M |
| WTW - Willis Towers Watson | 0.02% | Exit | 0 | $306.48 | $3M | −8,627 | −$3M |
| IT - Gartner | 0.02% | Exit | 0 | $404.21 | $2M | −5,700 | −$2M |
| INTU - Intuit | 0.02% | Exit | 0 | $787.50 | $2M | −2,720 | −$2M |
| CSGP - Costar Group | 0.01% | Exit | 0 | $80.38 | $1M | −18,600 | −$1M |
| EL - Estee Lauder · CL A | 0.01% | Exit | 0 | $80.80 | $1M | −15,000 | −$1M |
| BUD - Anheuser Busch Inbev SA/ | 0.01% | Exit | 0 | $68.73 | $756K | −11,000 | −$756K |
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