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 | $718,140 | $800M | — | — | |
| GOOG, Alphabet Class C | Hold | 2,749,860 | $286.86 | $789M | — | — | |
| BRK.B, Berkshire Hathaway Class B | Hold | 1,531,971 | $479.20 | $734M | — | — | |
| BN, Brookfield Corporation | Hold | 13,073,609 | $40.47 | $529M | — | — | |
| DE, Deere | Hold | 877,900 | $563.30 | $495M | — | — | |
| AMZN, Amazon | Hold | 2,030,760 | $208.27 | $423M | — | — | |
| ADI, Analog Devices | Hold | 1,023,245 | $318.14 | $326M | — | — | |
| AAPL, Apple | Hold | 1,227,290 | $253.79 | $311M | — | — | |
| GS, Goldman Sachs | Hold | 359,360 | $845.99 | $304M | — | — | |
| V, Visa | Add +0.5% | 1,004,331 | $302.24 | $304M | +5,046 | −$47M | |
| HD, Home Depot | Hold | 920,000 | $328.89 | $303M | — | — | |
| CAT, Caterpillar | Hold | 328,650 | $708.46 | $233M | — | — | |
| WSO, Watsco | Add +0.8% | 582,169 | $363.79 | $212M | +4,500 | +$17M | |
| BLK, BlackRock | Hold | 220,200 | $961.71 | $212M | — | — | |
| MSFT, Microsoft | Add +0.4% | 537,630 | $370.17 | $199M | +1,950 | −$60M | |
| DIS, Disney | Hold | 2,031,665 | $96.38 | $196M | — | — | |
| FNV, Franco Nev | Add +3.7% | 708,500 | $247.05 | $175M | +25,000 | +$33M | |
| LOW, Lowe's | Add +0.5% | 738,480 | $236.28 | $174M | +4,000 | −$2.6M | |
| LPLA, LPL Financial | Hold | 559,951 | $300.83 | $168M | — | — | |
| GOOGL, Alphabet Class A | Hold | 572,000 | $287.56 | $164M | — | — | |
| PGR, Progressive | Hold | 753,750 | $198.24 | $149M | — | — | |
| JNJ, Johnson & Johnson | Hold | 610,800 | $244.44 | $149M | — | — | |
| AXP, American Express | Add +0.4% | 490,450 | $302.48 | $148M | +1,950 | −$32M | |
| META, Meta Platforms | Hold | 248,303 | $572.13 | $142M | — | — | |
| BX, Blackstone | Hold | 1,229,000 | $114.99 | $141M | — | — | |
| TXN, Texas Instruments | Hold | 724,000 | $194.14 | $141M | — | — | |
| RLI, RLI Corp | Hold | 2,394,544 | $57.04 | $137M | — | — | |
| KKR | Hold | 1,451,800 | $92.50 | $134M | — | — | |
| GD, General Dynamics | Hold | 391,000 | $343.22 | $134M | — | — | |
| MMC, Marsh McLennan | Add +0.2% | 763,500 | $173.45 | $132M | +1,750 | −$8.9M | |
| SCHW, Charles Schwab | Add +0.6% | 1,383,800 | $93.98 | $130M | +8,000 | −$7.4M | |
| APO, Apollo Global Management | Hold | 1,012,500 | $111.42 | $113M | — | — | |
| ADM, Archer-Daniels-Midland | Hold | 1,505,800 | $72.69 | $109M | — | — | |
| NVO, Novo Nordisk | Hold | 2,869,774 | $36.75 | $105M | — | — | |
| MA, Mastercard | Hold | 207,540 | $499.66 | $104M | — | — | |
| DG, Dollar General | Hold | 869,250 | $118.73 | $103M | — | — | |
| DEO, Diageo | Add 0.0% | 1,372,208 | $74.45 | $102M | +500 | −$16M | |
| LIN, Linde | Add +2.2% | 204,600 | $495.76 | $101M | +4,500 | +$16M | |
| BAM, Brookfield Asset Management | Hold | 2,193,953 | $44.45 | $98M | — | — | |
| MCO, Moody's | Hold | 213,890 | $436.25 | $93M | — | — | |
| ITW, Illinois Tool Works | Hold | 327,500 | $260.29 | $85M | — | — | |
| ODFL, Old Dominion Freight Line | Add +1.8% | 429,150 | $195.40 | $84M | +7,500 | +$18M | |
| NSC, Norfolk Southern | Add +3.3% | 282,500 | $287.00 | $81M | +9,000 | +$2.1M | |
| HEI, Heico | Hold | 379,644 | $211.09 | $80M | — | — | |
| ROL, Rollins | Add +0.6% | 1,498,025 | $53.41 | $80M | +9,000 | −$9.4M | |
| NVR | Add +0.7% | 12,087 | $6,590 | $80M | +80 | −$7.9M | |
| MSCI | Hold | 142,850 | $539.01 | $77M | — | — | |
| JPM, JPMorgan Chase | Hold | 252,550 | $294.16 | $74M | — | — | |
| ECL, Ecolab | Hold | 274,300 | $266.02 | $73M | — | — | |
| CG, Carlyle Group | Hold | 1,327,000 | $48.39 | $64M | — | — | |
| URI, Sunbelt Rentals | New | 963,361 | $65.09 | $63M | +963,361 | +$63M | |
| TSN, Tyson Foods | Add +0.6% | 889,500 | $64.07 | $57M | +5,000 | +$5.1M | |
| SBUX, Starbucks | Hold | 623,818 | $89.59 | $56M | — | — | |
| ROK, Rockwell Automation | Hold | 154,900 | $358.88 | $56M | — | — | |
| SPGI, S&P Global | Reduce −21.9% | 117,690 | $425.34 | $50M | −33,000 | −$29M | |
| THG, Hanover Insurance Group | Hold | 281,000 | $173.35 | $49M | — | — | |
| ITIC, Investors Title Co. NC | Hold | 213,300 | $217.34 | $46M | — | — | |
| AON, Aon | Add +1.3% | 135,800 | $322.78 | $44M | +1,750 | −$3.5M | |
| RTX | Hold | 224,000 | $192.90 | $43M | — | — | |
| FERG, Ferguson | Add +4.4% | 170,700 | $233.26 | $40M | +7,200 | +$3.4M | |
| LMT, Lockheed Martin | Add +1.1% | 65,213 | $604.39 | $39M | +700 | +$8.2M | |
| COST, Costco | Hold | 39,150 | $996.43 | $39M | — | — | |
| HCA, HCA Healthcare | Add +2.2% | 82,430 | $473.24 | $39M | +1,750 | +$1.3M | |
| YUM, Yum Brands | Add +8.3% | 245,213 | $155.48 | $38M | +18,762 | +$3.9M | |
| UNP, Union Pacific | Add +6.4% | 150,278 | $242.62 | $36M | +9,000 | +$3.8M | |
| TMO, Thermo Fisher Scientific | Add +6.8% | 67,100 | $491.53 | $33M | +4,300 | −$3.4M | |
| HGTY, Hagerty | Hold | 3,108,000 | $10.53 | $33M | — | — | |
| ALL, Allstate | Hold | 154,550 | $207.34 | $32M | — | — | |
| ACN, Accenture | Hold | 159,400 | $198.29 | $32M | — | — | |
| MAR, Marriott | Add +4.5% | 93,750 | $327.07 | $31M | +4,000 | +$2.8M | |
| ABNB, Airbnb | Add +0.9% | 242,389 | $126.28 | $31M | +2,100 | −$2M | |
| SHW, Sherwin-Williams | Hold | 94,172 | $320.55 | $30M | — | — | |
| VRSK, Verisk | Hold | 155,950 | $189.75 | $30M | — | — | |
| FDS, FactSet | Add +11.1% | 135,376 | $216.99 | $29M | +13,503 | −$6M | |
| TROW, T. Rowe Price | Hold | 314,000 | $90.14 | $28M | — | — | |
| CMCSA, Comcast | Hold | 961,880 | $28.71 | $28M | — | — | |
| CSCO, Cisco | Hold | 355,500 | $77.59 | $28M | — | — | |
| LAMR, Lamar Advertising | Add +4.3% | 193,000 | $126.66 | $24M | +8,000 | +$1M | |
| NKE, Nike | Hold | 447,400 | $52.82 | $24M | — | — | |
| URI, United Rentals | Hold | 31,150 | $728.56 | $23M | — | — | |
| BF.A, Brown-Forman Class A | Hold | 843,000 | $26.79 | $23M | — | — | |
| CCK, Crown | Add +3.8% | 220,000 | $100.25 | $22M | +8,000 | +$225K | |
| APD, Air Products & Chemicals | Add +5.6% | 75,500 | $290.49 | $22M | +4,000 | +$4.3M | |
| CSX | Add +20.5% | 530,000 | $41.05 | $22M | +90,000 | +$5.8M | |
| RNR, RenaissanceRe | Hold | 70,000 | $297.23 | $21M | — | — | |
| PM, Philip Morris International | Hold | 114,500 | $165.34 | $19M | — | — | |
| FIX, Comfort Systems USA | Hold | 13,000 | $1,379 | $18M | — | — | |
| COF, Capital One | Hold | 91,000 | $182.43 | $17M | — | — | |
| WFC, Wells Fargo | Hold | 204,450 | $79.61 | $16M | — | — | |
| HSY, Hershey | Add +11.1% | 75,000 | $207.89 | $16M | +7,500 | +$3.3M | |
| HXL, Hexcel | Hold | 189,000 | $80.93 | $15M | — | — | |
| PEP, PepsiCo | Hold | 96,210 | $155.29 | $15M | — | — | |
| BK, BNY | Add +2.5% | 124,500 | $118.63 | $15M | +3,000 | +$665K | |
| CME, CME Group | Add +8.7% | 49,750 | $295.35 | $15M | +4,000 | +$2.2M | |
| PAYX, Paychex | Hold | 150,000 | $92.12 | $14M | — | — | |
| SEIC, Sei Investments | Hold | 173,200 | $78.47 | $14M | — | — | |
| CARR, Carrier Global | Hold | 235,000 | $56.31 | $13M | — | — | |
| EFX, Equifax | Hold | 72,850 | $180.07 | $13M | — | — | |
| SPOT, Spotify | Hold | 25,900 | $484.91 | $13M | — | — | |
| BF.B, Brown-Forman Class B | Hold | 474,187 | $26.44 | $13M | — | — | |
| AMAT, Applied Materials | Add +6.6% | 36,350 | $341.79 | $12M | +2,250 | +$3.7M | |
| CBOE, Cboe Global Markets | Add +4.7% | 43,700 | $281.07 | $12M | +1,950 | +$1.8M | |
| SHOP, Shopify | Hold | 102,750 | $118.62 | $12M | — | — | |
| HII, Huntington Ingalls Industries | Add +7.8% | 27,500 | $379.90 | $10M | +2,000 | +$1.8M | |
| UBER, Uber | Add +1.8% | 142,500 | $71.93 | $10M | +2,500 | −$1.2M | |
| SMG, Scotts Miracle-Gro | Hold | 168,000 | $60.81 | $10M | — | — | |
| MELI, MercadoLibre | New | 5,450 | $1,729 | $9.4M | +5,450 | +$9.4M | |
| OTIS, Otis Worldwide | Hold | 114,620 | $77.08 | $8.8M | — | — | |
| IQV, IQVIA | Hold | 46,900 | $170.54 | $8M | — | — | |
| XOM, Exxon Mobil | Add +23.7% | 47,000 | $169.66 | $8M | +9,000 | +$3.4M | |
| EPD, Enterprise Products Partners | New | 202,000 | $37.84 | $7.6M | +202,000 | +$7.6M | |
| SONY, Sony | Hold | 335,000 | $20.70 | $6.9M | — | — | |
| EMN, Eastman Chemical | Hold | 74,950 | $76.32 | $5.7M | — | — | |
| KMX, CarMax | Hold | 136,500 | $41.58 | $5.7M | — | — | |
| CNI, Canadian National Railway | Add +20.2% | 53,500 | $102.77 | $5.5M | +9,000 | +$1.1M | |
| GHC, Graham | Hold | 5,200 | $1,057 | $5.5M | — | — | |
| UNH, UnitedHealth Group | Reduce −29.4% | 18,700 | $270.59 | $5.1M | −7,800 | −$3.7M | |
| NSP, Insperity | Add +18.6% | 181,336 | $27.04 | $4.9M | +28,463 | −$1M | |
| CP, Canadian Pacific Kansas City | Add +17.8% | 59,500 | $78.66 | $4.7M | +9,000 | +$962K | |
| ICE, Intercontinental Exchange | Add +38.3% | 28,870 | $157.28 | $4.5M | +8,000 | +$1.2M | |
| WRB, Berkley | Hold | 60,750 | $66.28 | $4M | — | — | |
| BC, Brunswick | Add +7.3% | 51,250 | $72.76 | $3.7M | +3,500 | +$184K | |
| MGM, MGM Resorts | Hold | 87,500 | $37.01 | $3.2M | — | — | |
| EXP, Eagle Materials | Hold | 14,750 | $189.45 | $2.8M | — | — | |
| AYI, Acuity | Hold | 9,750 | $280.22 | $2.7M | — | — | |
| SYY, Sysco | Hold | 30,500 | $71.33 | $2.2M | — | — | |
| DPZ, Domino's Pizza | Hold | 5,500 | $358.79 | $2M | — | — | |
| BRO, Brown & Brown | Add +27.3% | 14,000 | $65.21 | $913K | +3,000 | +$36K |
Showing top 50 of 128 by value
Exits / last held
Gone since 2025 Q4, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TGT, Target | Exit | 0 | $97.75 | $13M | −133,000 | −$13M | |
| CHH, Choice Hotels International | Exit | 0 | $95.26 | $11M | −115,500 | −$11M | |
| TRU, Transunion | Exit | 0 | $86.00 | $172K | −2,000 | −$172K |
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