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
| GOOG - Alphabet · CL C | 6.88% | Hold | 2,749,860 | $313.80 | $863M | — | — |
| BRK.A - Berkshire Hathaway · CL A | 6.70% | Hold | 1,114 | $754,800 | $841M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 6.14% | Hold | 1,531,971 | $502.65 | $770M | — | — |
| BN - Brookfield · CL A | 4.78% | Add +50.0% | 13,073,609 | $45.89 | $600M | +4,357,868 | +$2M |
| AMZN - Amazon | 3.74% | Hold | 2,030,760 | $230.82 | $469M | — | — |
| DE - Deere | 3.26% | Hold | 877,900 | $465.57 | $409M | — | — |
| V - VISA · CL A | 2.79% | Hold | 999,285 | $350.71 | $350M | — | — |
| AAPL - Apple | 2.66% | Hold | 1,227,290 | $271.86 | $334M | — | — |
| HD - Home Depot | 2.52% | Hold | 920,000 | $344.10 | $317M | — | — |
| GS - Goldman Sachs Group | 2.52% | Hold | 359,360 | $879.00 | $316M | — | — |
| ADI - Analog Devices | 2.21% | Reduce −12.4% | 1,023,245 | $271.20 | $278M | −144,426 | −$9M |
| MSFT - Microsoft | 2.07% | Add +0.7% | 535,680 | $483.62 | $259M | +3,600 | −$17M |
| BLK - Blackrock | 1.88% | Hold | 220,200 | $1,070 | $236M | — | — |
| DIS - Disney Walt | 1.84% | Hold | 2,031,665 | $113.77 | $231M | — | — |
| LPLA - Lpl Finl | 1.59% | Add +1.2% | 559,951 | $357.17 | $200M | +6,630 | +$16M |
| WSO - Watsco | 1.55% | Add +2.2% | 577,669 | $336.95 | $195M | +12,500 | −$34M |
| BX - Blackstone | 1.51% | Hold | 1,229,000 | $154.14 | $189M | — | — |
| CAT - Caterpillar | 1.50% | Hold | 328,650 | $572.87 | $188M | — | — |
| KKR — | 1.48% | Hold | 1,451,800 | $127.48 | $185M | — | — |
| AXP - American Express | 1.44% | Add +0.9% | 488,500 | $369.95 | $181M | +4,250 | +$20M |
| GOOGL - Alphabet · CL A | 1.43% | Hold | 572,000 | $313.00 | $179M | — | — |
| LOW - Lowes Cos | 1.41% | Add +1.1% | 734,480 | $241.16 | $177M | +7,750 | −$6M |
| PGR - Progressive | 1.37% | Hold | 753,750 | $227.72 | $172M | — | — |
| META - Meta Platforms · CL A | 1.31% | Reduce −11.4% | 248,303 | $660.09 | $164M | −31,978 | −$42M |
| RLI - RLI Corp | 1.22% | Hold | 2,394,544 | $63.98 | $153M | — | — |
| APO - Apollo Global Mgmt | 1.17% | Hold | 1,012,500 | $144.76 | $147M | — | — |
| NVO - Novo-Nordisk A S | 1.16% | Add +21.2% | 2,869,774 | $50.88 | $146M | +501,125 | +$15M |
| FNV - Franco Nev | 1.13% | Add +12.9% | 683,500 | $207.28 | $142M | +78,000 | +$7M |
| MMC - Marsh & Mclennan Cos | 1.13% | Add +0.9% | 761,750 | $185.52 | $141M | +6,750 | −$11M |
| SCHW - Schwab Charles | 1.10% | Add +0.8% | 1,375,800 | $99.91 | $137M | +11,000 | +$7M |
| GD - General Dynamics | 1.05% | Hold | 391,000 | $336.66 | $132M | — | — |
| JNJ - Johnson & Johnson | 1.01% | Hold | 610,800 | $206.95 | $126M | — | — |
| TXN - Texas Instrs | 1.00% | Hold | 724,000 | $173.49 | $126M | — | — |
| MA - Mastercard · CL A | 0.94% | Hold | 207,540 | $570.88 | $118M | — | — |
| DEO - Diageo | 0.94% | Add +0.4% | 1,371,708 | $86.27 | $118M | +5,000 | −$12M |
| DG - Dollar Gen | 0.92% | Hold | 869,250 | $132.77 | $115M | — | — |
| BAM — · CL A | 0.92% | Hold | 2,193,953 | $52.39 | $115M | — | — |
| MCO - Moodys | 0.87% | Hold | 213,890 | $510.85 | $109M | — | — |
| HEI - Heico · CL A | 0.76% | Hold | 379,644 | $252.43 | $96M | — | — |
| ROL - Rollins | 0.71% | Add +0.9% | 1,489,025 | $60.02 | $89M | +13,250 | +$3M |
| NVR - NVR Inc | 0.70% | Add +0.9% | 12,007 | $7,293 | $88M | +110 | −$8M |
| ADM - Archer Daniels Midland | 0.69% | Hold | 1,505,800 | $57.49 | $87M | — | — |
| LIN - Linde | 0.68% | Add +3.8% | 200,100 | $426.39 | $85M | +7,250 | −$6M |
| MSCI - MSCI Inc | 0.65% | Hold | 142,850 | $573.73 | $82M | — | — |
| JPM - Jpmorgan Chase & | 0.65% | Hold | 252,550 | $322.22 | $81M | — | — |
| ITW - Illinois Tool Wks | 0.64% | Hold | 327,500 | $246.30 | $81M | — | — |
| NSC - Norfolk Southn | 0.63% | Add +6.6% | 273,500 | $288.72 | $79M | +17,000 | +$2M |
| SPGI - S&P Global | 0.63% | Hold | 150,690 | $522.59 | $79M | — | — |
| CG - Carlyle Group | 0.63% | Hold | 1,327,000 | $59.11 | $78M | — | — |
| ECL - Ecolab | 0.57% | Hold | 274,300 | $262.52 | $72M | — | — |
| ODFL - Old Dominion Freight | 0.53% | Add +17.5% | 421,650 | $156.80 | $66M | +62,900 | +$16M |
| ROK - Rockwell Automation | 0.48% | Hold | 154,900 | $389.07 | $60M | — | — |
| ITIC - Investors Title Nc | 0.42% | Hold | 213,300 | $249.64 | $53M | — | — |
| SBUX - Starbucks | 0.42% | Hold | 623,818 | $84.21 | $53M | — | — |
| TSN - Tyson Foods · CL A | 0.41% | Add +4.2% | 884,500 | $58.62 | $52M | +36,000 | +$6M |
| THG - Hanover Ins Group | 0.41% | Hold | 281,000 | $182.77 | $51M | — | — |
| AON - AON PLC · CL A | 0.38% | Add +3.3% | 134,050 | $352.88 | $47M | +4,250 | +$1M |
| ACN - Accenture Ireland · CLASS A | 0.34% | Hold | 159,400 | $268.30 | $43M | — | — |
| HGTY - Hagerty · CL A | 0.33% | Hold | 3,108,000 | $13.44 | $42M | — | — |
| RTX - Raytheon | 0.33% | Hold | 224,000 | $183.40 | $41M | — | — |
| HCA - Hca Healthcare | 0.30% | Add +7.3% | 80,680 | $466.86 | $38M | +5,467 | +$6M |
| FERG - Ferguson Enterprises | 0.29% | Add +11.2% | 163,500 | $222.63 | $36M | +16,500 | +$3M |
| TMO - Thermo Fisher Scientific | 0.29% | Add +12.5% | 62,800 | $579.45 | $36M | +7,000 | +$9M |
| FDS - Factset Resh Sys | 0.28% | Add +4.4% | 121,873 | $290.19 | $35M | +5,153 | +$2M |
| VRSK - Verisk Analytics | 0.28% | Hold | 155,950 | $223.69 | $35M | — | — |
| YUM - Yum Brands | 0.27% | Hold | 226,451 | $151.28 | $34M | — | — |
| COST - Costco Whsl | 0.27% | Hold | 39,150 | $862.34 | $34M | — | — |
| UNP - Union Pac | 0.26% | Add +11.4% | 141,278 | $231.32 | $33M | +14,500 | +$3M |
| ABNB - Airbnb · CL A | 0.26% | Add +5.8% | 240,289 | $135.72 | $33M | +13,156 | +$5M |
| ALL - Allstate | 0.26% | Hold | 154,550 | $208.15 | $32M | — | — |
| TROW - T. Rowe Price | 0.26% | Hold | 314,000 | $102.38 | $32M | — | — |
| LMT - Lockheed Martin | 0.25% | Add +3.6% | 64,513 | $483.67 | $31M | +2,250 | +$121K |
| SHW - Sherwin Williams | 0.24% | Hold | 94,172 | $324.03 | $31M | — | — |
| CMCSA - Comcast · CL A | 0.23% | Hold | 961,880 | $29.89 | $29M | — | — |
| NKE - NIKE · CL B | 0.23% | Hold | 447,400 | $63.71 | $29M | — | — |
| MAR - Marriott Intl · CL A | 0.22% | Add +22.5% | 89,750 | $310.24 | $28M | +16,500 | +$9M |
| CSCO - Cisco Sys | 0.22% | Hold | 355,500 | $77.03 | $27M | — | — |
| URI - United Rentals | 0.20% | Hold | 31,150 | $809.32 | $25M | — | — |
| LAMR - Lamar Advertising · CL A | 0.19% | Add +8.8% | 185,000 | $126.58 | $23M | +15,000 | +$3M |
| BF.A — · CL A | 0.18% | Hold | 843,000 | $26.31 | $22M | — | — |
| COF - Capital One Finl | 0.18% | Hold | 91,000 | $242.36 | $22M | — | — |
| CCK - Crown | 0.17% | Add +11.9% | 212,000 | $102.97 | $22M | +22,500 | +$4M |
| RNR - Renaissancere | 0.16% | Hold | 70,000 | $281.16 | $20M | — | — |
| WFC - Wells Fargo | 0.15% | Hold | 204,450 | $93.20 | $19M | — | — |
| PM - Philip Morris Intl | 0.15% | Hold | 114,500 | $160.40 | $18M | — | — |
| APD - Air Prods & Chems | 0.14% | Add +10.0% | 71,500 | $247.02 | $18M | +6,500 | −$65K |
| PAYX - Paychex | 0.13% | Hold | 150,000 | $112.18 | $17M | — | — |
| SHOP - Shopify · CL A | 0.13% | Hold | 102,750 | $160.97 | $17M | — | — |
| CSX - CSX Corp | 0.13% | Add +54.4% | 440,000 | $36.25 | $16M | +155,000 | +$6M |
| EFX - Equifax | 0.13% | Hold | 72,850 | $216.98 | $16M | — | — |
| SPOT - Spotify Technology S A | 0.12% | Hold | 25,900 | $580.71 | $15M | — | — |
| SEIC - Sei Invts | 0.11% | Hold | 173,200 | $82.02 | $14M | — | — |
| BK - Bank New York Mellon | 0.11% | Hold | 121,500 | $116.09 | $14M | — | — |
| HXL - Hexcel | 0.11% | Hold | 189,000 | $73.90 | $14M | — | — |
| PEP - Pepsico | 0.11% | Hold | 96,210 | $143.52 | $14M | — | — |
| TGT - Target | 0.10% | Hold | 133,000 | $97.75 | $13M | — | — |
| CME - CME Group | 0.10% | Add +43.0% | 45,750 | $273.08 | $12M | +13,750 | +$4M |
| CARR - Carrier Global | 0.10% | Hold | 235,000 | $52.84 | $12M | — | — |
| BF.B - Brown Forman · CL B | 0.10% | Hold | 474,187 | $26.06 | $12M | — | — |
| HSY - Hershey | 0.10% | Add +23.9% | 67,500 | $181.98 | $12M | +13,000 | +$2M |
| FIX - Comfort Sys USA | 0.10% | Hold | 13,000 | $933.29 | $12M | — | — |
| UBER - UBER Technologies | 0.09% | Add +13.4% | 140,000 | $81.71 | $11M | +16,500 | −$660K |
| CHH - Choice Hotels Intl | 0.09% | Hold | 115,500 | $95.26 | $11M | — | — |
| IQV - IQVIA | 0.08% | Hold | 46,900 | $225.41 | $11M | — | — |
| CBOE - Cboe Global Mkts | 0.08% | Add +46.5% | 41,750 | $251.00 | $10M | +13,250 | +$3M |
| OTIS - Otis Worldwide | 0.08% | Hold | 114,620 | $87.35 | $10M | — | — |
| SMG - Scotts Miracle-Gro · CL A | 0.08% | Hold | 168,000 | $58.35 | $10M | — | — |
| AMAT - Applied Matls | 0.07% | Add +29.9% | 34,100 | $256.99 | $9M | +7,850 | +$3M |
| UNH - Unitedhealth Group | 0.07% | Hold | 26,500 | $330.11 | $9M | — | — |
| HII - Huntington Ingalls Inds | 0.07% | Add +24.4% | 25,500 | $340.07 | $9M | +5,000 | +$3M |
| SONY - SONY Group | 0.07% | Hold | 335,000 | $25.60 | $9M | — | — |
| NSP - Insperity | 0.05% | Add +16.1% | 152,873 | $38.72 | $6M | +21,145 | −$562K |
| GHC - Graham · CL B | 0.05% | Hold | 5,200 | $1,099 | $6M | — | — |
| KMX - Carmax | 0.04% | Hold | 136,500 | $38.64 | $5M | — | — |
| EMN - Eastman Chem | 0.04% | Hold | 74,950 | $63.83 | $5M | — | — |
| XOM - Exxon Mobil | 0.04% | Add +1166.7% | 38,000 | $120.34 | $5M | +35,000 | +$4M |
| CNI - Canadian Natl Ry | 0.04% | Add +78.0% | 44,500 | $98.85 | $4M | +19,500 | +$2M |
| WRB - Berkley W R | 0.03% | Hold | 60,750 | $70.12 | $4M | — | — |
| CP - Canadian Pacific | 0.03% | Add +62.9% | 50,500 | $73.63 | $4M | +19,500 | +$1M |
| BC - Brunswick | 0.03% | Add +42.5% | 47,750 | $74.24 | $4M | +14,250 | +$1M |
| AYI - Acuity | 0.03% | Hold | 9,750 | $360.04 | $4M | — | — |
| ICE - Intercontinental Exchange | 0.03% | Add +271.4% | 20,870 | $161.96 | $3M | +15,250 | +$2M |
| MGM - Mgm Resorts International | 0.03% | Hold | 87,500 | $36.49 | $3M | — | — |
| EXP - Eagle Matls | 0.02% | Hold | 14,750 | $206.68 | $3M | — | — |
| DPZ - Dominos Pizza | 0.02% | Hold | 5,500 | $416.82 | $2M | — | — |
| SYY - Sysco | 0.02% | Hold | 30,500 | $73.69 | $2M | — | — |
| BRO - Brown & Brown | 0.01% | New | 11,000 | $79.70 | $877K | +11,000 | +$877K |
| TRU - Transunion | 0.00% | Reduce −98.0% | 2,000 | $85.75 | $172K | −99,050 | −$8M |
Showing top 50 of 128 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| FDX - Fedex | 0.41% | Exit | 0 | $235.81 | $50M | −213,000 | −$50M |
| ADBE - Adobe | 0.04% | Exit | 0 | $352.79 | $5M | −14,000 | −$5M |
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