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 | 6.70% | Hold | 1,114 | $718,140 | $800M | — | — |
| GOOG - Alphabet · CL C | 6.61% | Hold | 2,749,860 | $286.86 | $789M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 6.15% | Hold | 1,531,971 | $479.20 | $734M | — | — |
| BN - Brookfield · CL A | 4.43% | Hold | 13,073,609 | $40.47 | $529M | — | — |
| DE - Deere | 4.14% | Hold | 877,900 | $563.30 | $495M | — | — |
| AMZN - Amazon | 3.54% | Hold | 2,030,760 | $208.27 | $423M | — | — |
| ADI - Analog Devices | 2.73% | Hold | 1,023,245 | $318.14 | $326M | — | — |
| AAPL - Apple | 2.61% | Hold | 1,227,290 | $253.79 | $311M | — | — |
| GS - Goldman Sachs Group | 2.55% | Hold | 359,360 | $845.99 | $304M | — | — |
| V - VISA · CL A | 2.54% | Add +0.5% | 1,004,331 | $302.24 | $304M | +5,046 | −$47M |
| HD - Home Depot | 2.53% | Hold | 920,000 | $328.89 | $303M | — | — |
| CAT - Caterpillar | 1.95% | Hold | 328,650 | $708.46 | $233M | — | — |
| WSO - Watsco | 1.77% | Add +0.8% | 582,169 | $363.79 | $212M | +4,500 | +$17M |
| BLK - Blackrock | 1.77% | Hold | 220,200 | $961.71 | $212M | — | — |
| MSFT - Microsoft | 1.67% | Add +0.4% | 537,630 | $370.17 | $199M | +1,950 | −$60M |
| DIS - Disney Walt | 1.64% | Hold | 2,031,665 | $96.38 | $196M | — | — |
| FNV - Franco Nev | 1.47% | Add +3.7% | 708,500 | $247.05 | $175M | +25,000 | +$33M |
| LOW - Lowes Cos | 1.46% | Add +0.5% | 738,480 | $236.28 | $174M | +4,000 | −$3M |
| LPLA - Lpl Finl | 1.41% | Hold | 559,951 | $300.83 | $168M | — | — |
| GOOGL - Alphabet · CL A | 1.38% | Hold | 572,000 | $287.56 | $164M | — | — |
| PGR - Progressive | 1.25% | Hold | 753,750 | $198.24 | $149M | — | — |
| JNJ - Johnson & Johnson | 1.25% | Hold | 610,800 | $244.44 | $149M | — | — |
| AXP - American Express | 1.24% | Add +0.4% | 490,450 | $302.48 | $148M | +1,950 | −$32M |
| META - Meta Platforms · CL A | 1.19% | Hold | 248,303 | $572.13 | $142M | — | — |
| BX - Blackstone | 1.18% | Hold | 1,229,000 | $114.99 | $141M | — | — |
| TXN - Texas Instrs | 1.18% | Hold | 724,000 | $194.14 | $141M | — | — |
| RLI - RLI Corp | 1.14% | Hold | 2,394,544 | $57.04 | $137M | — | — |
| KKR — | 1.12% | Hold | 1,451,800 | $92.50 | $134M | — | — |
| GD - General Dynamics | 1.12% | Hold | 391,000 | $343.22 | $134M | — | — |
| MMC - Marsh & Mclennan Cos | 1.11% | Add +0.2% | 763,500 | $173.45 | $132M | +1,750 | −$9M |
| SCHW - Schwab Charles | 1.09% | Add +0.6% | 1,383,800 | $93.98 | $130M | +8,000 | −$7M |
| APO - Apollo Global Mgmt | 0.94% | Hold | 1,012,500 | $111.42 | $113M | — | — |
| ADM - Archer Daniels Midland | 0.92% | Hold | 1,505,800 | $72.69 | $109M | — | — |
| NVO - Novo-Nordisk A S | 0.88% | Hold | 2,869,774 | $36.75 | $105M | — | — |
| MA - Mastercard · CL A | 0.87% | Hold | 207,540 | $499.66 | $104M | — | — |
| DG - Dollar Gen | 0.86% | Hold | 869,250 | $118.73 | $103M | — | — |
| DEO - Diageo | 0.86% | Add 0.0% | 1,372,208 | $74.45 | $102M | +500 | −$16M |
| LIN - Linde | 0.85% | Add +2.2% | 204,600 | $495.76 | $101M | +4,500 | +$16M |
| BAM — · CL A | 0.82% | Hold | 2,193,953 | $44.45 | $98M | — | — |
| MCO - Moodys | 0.78% | Hold | 213,890 | $436.25 | $93M | — | — |
| ITW - Illinois Tool Wks | 0.71% | Hold | 327,500 | $260.29 | $85M | — | — |
| ODFL - Old Dominion Freight | 0.70% | Add +1.8% | 429,150 | $195.40 | $84M | +7,500 | +$18M |
| NSC - Norfolk Southn | 0.68% | Add +3.3% | 282,500 | $287.00 | $81M | +9,000 | +$2M |
| HEI - Heico · CL A | 0.67% | Hold | 379,644 | $211.09 | $80M | — | — |
| ROL - Rollins | 0.67% | Add +0.6% | 1,498,025 | $53.41 | $80M | +9,000 | −$9M |
| NVR - NVR Inc | 0.67% | Add +0.7% | 12,087 | $6,590 | $80M | +80 | −$8M |
| MSCI - MSCI Inc | 0.64% | Hold | 142,850 | $539.01 | $77M | — | — |
| JPM - Jpmorgan Chase & | 0.62% | Hold | 252,550 | $294.16 | $74M | — | — |
| ECL - Ecolab | 0.61% | Hold | 274,300 | $266.02 | $73M | — | — |
| CG - Carlyle Group | 0.54% | Hold | 1,327,000 | $48.39 | $64M | — | — |
| URI - Sunbelt Rentals | 0.53% | New | 963,361 | $65.09 | $63M | +963,361 | +$63M |
| TSN - Tyson Foods · CL A | 0.48% | Add +0.6% | 889,500 | $64.07 | $57M | +5,000 | +$5M |
| SBUX - Starbucks | 0.47% | Hold | 623,818 | $89.59 | $56M | — | — |
| ROK - Rockwell Automation | 0.47% | Hold | 154,900 | $358.88 | $56M | — | — |
| SPGI - S&P Global | 0.42% | Reduce −21.9% | 117,690 | $425.34 | $50M | −33,000 | −$29M |
| THG - Hanover Ins Group | 0.41% | Hold | 281,000 | $173.35 | $49M | — | — |
| ITIC - Investors Title Nc | 0.39% | Hold | 213,300 | $217.34 | $46M | — | — |
| AON - AON PLC · CL A | 0.37% | Add +1.3% | 135,800 | $322.78 | $44M | +1,750 | −$3M |
| RTX - Raytheon | 0.36% | Hold | 224,000 | $192.90 | $43M | — | — |
| FERG - Ferguson Enterprises | 0.33% | Add +4.4% | 170,700 | $233.26 | $40M | +7,200 | +$3M |
| LMT - Lockheed Martin | 0.33% | Add +1.1% | 65,213 | $604.39 | $39M | +700 | +$8M |
| COST - Costco Whsl | 0.33% | Hold | 39,150 | $996.43 | $39M | — | — |
| HCA - Hca Healthcare | 0.33% | Add +2.2% | 82,430 | $473.24 | $39M | +1,750 | +$1M |
| YUM - Yum Brands | 0.32% | Add +8.3% | 245,213 | $155.48 | $38M | +18,762 | +$4M |
| UNP - Union Pac | 0.31% | Add +6.4% | 150,278 | $242.62 | $36M | +9,000 | +$4M |
| TMO - Thermo Fisher Scientific | 0.28% | Add +6.8% | 67,100 | $491.53 | $33M | +4,300 | −$3M |
| HGTY - Hagerty · CL A | 0.27% | Hold | 3,108,000 | $10.53 | $33M | — | — |
| ALL - Allstate | 0.27% | Hold | 154,550 | $207.34 | $32M | — | — |
| ACN - Accenture Ireland · CLASS A | 0.26% | Hold | 159,400 | $198.29 | $32M | — | — |
| MAR - Marriott Intl · CL A | 0.26% | Add +4.5% | 93,750 | $327.07 | $31M | +4,000 | +$3M |
| ABNB - Airbnb · CL A | 0.26% | Add +0.9% | 242,389 | $126.28 | $31M | +2,100 | −$2M |
| SHW - Sherwin Williams | 0.25% | Hold | 94,172 | $320.55 | $30M | — | — |
| VRSK - Verisk Analytics | 0.25% | Hold | 155,950 | $189.75 | $30M | — | — |
| FDS - Factset Resh Sys | 0.25% | Add +11.1% | 135,376 | $216.99 | $29M | +13,503 | −$6M |
| TROW - T. Rowe Price | 0.24% | Hold | 314,000 | $90.14 | $28M | — | — |
| CMCSA - Comcast · CL A | 0.23% | Hold | 961,880 | $28.71 | $28M | — | — |
| CSCO - Cisco Sys | 0.23% | Hold | 355,500 | $77.59 | $28M | — | — |
| LAMR - Lamar Advertising · CL A | 0.20% | Add +4.3% | 193,000 | $126.66 | $24M | +8,000 | +$1M |
| NKE - NIKE · CL B | 0.20% | Hold | 447,400 | $52.82 | $24M | — | — |
| URI - United Rentals | 0.19% | Hold | 31,150 | $728.56 | $23M | — | — |
| BF.A — · CL A | 0.19% | Hold | 843,000 | $26.79 | $23M | — | — |
| CCK - Crown | 0.18% | Add +3.8% | 220,000 | $100.25 | $22M | +8,000 | +$225K |
| APD - Air Prods & Chems | 0.18% | Add +5.6% | 75,500 | $290.49 | $22M | +4,000 | +$4M |
| CSX - CSX Corp | 0.18% | Add +20.5% | 530,000 | $41.05 | $22M | +90,000 | +$6M |
| RNR - Renaissancere | 0.17% | Hold | 70,000 | $297.23 | $21M | — | — |
| PM - Philip Morris Intl | 0.16% | Hold | 114,500 | $165.34 | $19M | — | — |
| FIX - Comfort Sys USA | 0.15% | Hold | 13,000 | $1,379 | $18M | — | — |
| COF - Capital One Finl | 0.14% | Hold | 91,000 | $182.43 | $17M | — | — |
| WFC - Wells Fargo | 0.14% | Hold | 204,450 | $79.61 | $16M | — | — |
| HSY - Hershey | 0.13% | Add +11.1% | 75,000 | $207.89 | $16M | +7,500 | +$3M |
| HXL - Hexcel | 0.13% | Hold | 189,000 | $80.93 | $15M | — | — |
| PEP - Pepsico | 0.13% | Hold | 96,210 | $155.29 | $15M | — | — |
| BK - Bank New York Mellon | 0.12% | Add +2.5% | 124,500 | $118.63 | $15M | +3,000 | +$665K |
| CME - CME Group | 0.12% | Add +8.7% | 49,750 | $295.35 | $15M | +4,000 | +$2M |
| PAYX - Paychex | 0.12% | Hold | 150,000 | $92.12 | $14M | — | — |
| SEIC - Sei Invts | 0.11% | Hold | 173,200 | $78.47 | $14M | — | — |
| CARR - Carrier Global | 0.11% | Hold | 235,000 | $56.31 | $13M | — | — |
| EFX - Equifax | 0.11% | Hold | 72,850 | $180.07 | $13M | — | — |
| SPOT - Spotify Technology S A | 0.11% | Hold | 25,900 | $484.91 | $13M | — | — |
| BF.B - Brown Forman · CL B | 0.11% | Hold | 474,187 | $26.44 | $13M | — | — |
| AMAT - Applied Matls | 0.10% | Add +6.6% | 36,350 | $341.79 | $12M | +2,250 | +$4M |
| CBOE - Cboe Global Mkts | 0.10% | Add +4.7% | 43,700 | $281.07 | $12M | +1,950 | +$2M |
| SHOP - Shopify · CL A | 0.10% | Hold | 102,750 | $118.62 | $12M | — | — |
| HII - Huntington Ingalls Inds | 0.09% | Add +7.8% | 27,500 | $379.90 | $10M | +2,000 | +$2M |
| UBER - UBER Technologies | 0.09% | Add +1.8% | 142,500 | $71.93 | $10M | +2,500 | −$1M |
| SMG - Scotts Miracle-Gro · CL A | 0.09% | Hold | 168,000 | $60.81 | $10M | — | — |
| MELI - Mercadolibre | 0.08% | New | 5,450 | $1,729 | $9M | +5,450 | +$9M |
| OTIS - Otis Worldwide | 0.07% | Hold | 114,620 | $77.08 | $9M | — | — |
| IQV - IQVIA | 0.07% | Hold | 46,900 | $170.54 | $8M | — | — |
| XOM - Exxon Mobil | 0.07% | Add +23.7% | 47,000 | $169.66 | $8M | +9,000 | +$3M |
| EPD - Enterprise Prods Partners L | 0.06% | New | 202,000 | $37.84 | $8M | +202,000 | +$8M |
| SONY - SONY Group | 0.06% | Hold | 335,000 | $20.70 | $7M | — | — |
| EMN - Eastman Chem | 0.05% | Hold | 74,950 | $76.32 | $6M | — | — |
| KMX - Carmax | 0.05% | Hold | 136,500 | $41.58 | $6M | — | — |
| CNI - Canadian Natl Ry | 0.05% | Add +20.2% | 53,500 | $102.77 | $5M | +9,000 | +$1M |
| GHC - Graham · CL B | 0.05% | Hold | 5,200 | $1,057 | $5M | — | — |
| UNH - Unitedhealth Group | 0.04% | Reduce −29.4% | 18,700 | $270.59 | $5M | −7,800 | −$4M |
| NSP - Insperity | 0.04% | Add +18.6% | 181,336 | $27.04 | $5M | +28,463 | −$1M |
| CP - Canadian Pacific | 0.04% | Add +17.8% | 59,500 | $78.66 | $5M | +9,000 | +$962K |
| ICE - Intercontinental Exchange | 0.04% | Add +38.3% | 28,870 | $157.28 | $5M | +8,000 | +$1M |
| WRB - Berkley W R | 0.03% | Hold | 60,750 | $66.28 | $4M | — | — |
| BC - Brunswick | 0.03% | Add +7.3% | 51,250 | $72.76 | $4M | +3,500 | +$184K |
| MGM - Mgm Resorts International | 0.03% | Hold | 87,500 | $37.01 | $3M | — | — |
| EXP - Eagle Matls | 0.02% | Hold | 14,750 | $189.45 | $3M | — | — |
| AYI - Acuity | 0.02% | Hold | 9,750 | $280.22 | $3M | — | — |
| SYY - Sysco | 0.02% | Hold | 30,500 | $71.33 | $2M | — | — |
| DPZ - Dominos Pizza | 0.02% | Hold | 5,500 | $358.79 | $2M | — | — |
| BRO - Brown & Brown | 0.01% | Add +27.3% | 14,000 | $65.21 | $913K | +3,000 | +$36K |
Showing top 50 of 128 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TGT - Target | 0.10% | Exit | 0 | $97.75 | $13M | −133,000 | −$13M |
| CHH - Choice Hotels Intl | 0.09% | Exit | 0 | $95.26 | $11M | −115,500 | −$11M |
| TRU - Transunion | — | Exit | 0 | $86.00 | $172K | −2,000 | −$172K |
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