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
| GOOG, Alphabet Class C | Hold | 2,749,860 | $353.33 | $972M | — | — | |
| BRK.A, Berkshire Hathaway Class A | Hold | 1,114 | $748,850 | $834M | — | — | |
| BRK.B, Berkshire Hathaway Class B | Hold | 1,531,971 | $500.39 | $767M | — | — | |
| DE, Deere | Hold | 877,900 | $634.33 | $557M | — | — | |
| BN, Brookfield Corporation | Hold | 13,073,609 | $42.59 | $557M | — | — | |
| AMZN, Amazon | Hold | 2,030,760 | $238.34 | $484M | — | — | |
| ADI, Analog Devices | Reduce −2.3% | 999,671 | $397.17 | $397M | −23,574 | +$72M | |
| GS, Goldman Sachs | Hold | 359,360 | $1,011 | $363M | — | — | |
| AAPL, Apple | Hold | 1,227,290 | $289.36 | $355M | — | — | |
| CAT, Caterpillar | Hold | 328,650 | $1,065 | $350M | — | — | |
| V, Visa | Add +1.0% | 1,013,912 | $343.09 | $348M | +9,581 | +$44M | |
| HD, Home Depot | Add +0.3% | 922,500 | $352.68 | $325M | +2,500 | +$23M | |
| WSO, Watsco | Add +2.7% | 597,750 | $416.73 | $249M | +15,581 | +$37M | |
| TXN, Texas Instruments | Hold | 724,000 | $298.07 | $216M | — | — | |
| BLK, BlackRock | Hold | 220,200 | $961.56 | $212M | — | — | |
| GOOGL, Alphabet Class A | Hold | 572,000 | $357.37 | $204M | — | — | |
| MSFT, Microsoft | Hold | 537,630 | $373.02 | $201M | — | — | |
| DIS, Disney | Hold | 2,031,665 | $96.25 | $196M | — | — | |
| AXP, American Express | Hold | 490,450 | $338.25 | $166M | — | — | |
| LOW, Lowe's | Add +1.8% | 751,980 | $220.49 | $166M | +13,500 | −$8.7M | |
| PGR, Progressive | Hold | 753,750 | $218.45 | $165M | — | — | |
| FNV, Franco Nev | Add +9.2% | 773,500 | $208.44 | $161M | +65,000 | −$14M | |
| LPLA, LPL Financial | Hold | 559,951 | $281.68 | $158M | — | — | |
| JNJ, Johnson & Johnson | Hold | 610,800 | $253.97 | $155M | — | — | |
| BX, Blackstone | Hold | 1,229,000 | $117.67 | $145M | — | — | |
| RLI, RLI Corp | Hold | 2,394,544 | $59.07 | $141M | — | — | |
| GD, General Dynamics | Hold | 391,000 | $354.24 | $139M | — | — | |
| NVO, Novo Nordisk | Hold | 2,869,774 | $47.94 | $138M | — | — | |
| KKR | Hold | 1,451,800 | $91.78 | $133M | — | — | |
| META, Meta Platforms | Reduce −5.7% | 234,163 | $563.29 | $132M | −14,140 | −$10M | |
| SCHW, Charles Schwab | Add +0.8% | 1,394,800 | $92.27 | $129M | +11,000 | −$1.4M | |
| MMC, Marsh McLennan | Hold | 763,500 | $166.67 | $127M | — | — | |
| APO, Apollo Global Management | Hold | 1,012,500 | $118.31 | $120M | — | — | |
| ADM, Archer-Daniels-Midland | Hold | 1,505,800 | $76.40 | $115M | — | — | |
| LIN, Linde | Add +5.4% | 215,600 | $518.94 | $112M | +11,000 | +$10M | |
| DEO, Diageo | Hold | 1,372,208 | $80.38 | $110M | — | — | |
| MA, Mastercard | Hold | 207,540 | $513.60 | $107M | — | — | |
| DG, Dollar General | Hold | 869,250 | $115.11 | $100M | — | — | |
| BAM, Brookfield Asset Management | Hold | 2,193,953 | $44.85 | $98M | — | — | |
| HEI, Heico | Hold | 379,644 | $257.91 | $98M | — | — | |
| MCO, Moody's | Hold | 213,890 | $452.92 | $97M | — | — | |
| ODFL, Old Dominion Freight Line | Hold | 429,150 | $216.60 | $93M | — | — | |
| NSC, Norfolk Southern | Hold | 282,500 | $314.59 | $89M | — | — | |
| ITW, Illinois Tool Works | Hold | 327,500 | $270.47 | $89M | — | — | |
| JPM, JPMorgan Chase | Hold | 252,550 | $327.33 | $83M | — | — | |
| NVR | Add +0.1% | 12,097 | $6,813 | $82M | +10 | +$2.8M | |
| MSCI | Hold | 142,850 | $560.04 | $80M | — | — | |
| ROK, Rockwell Automation | Hold | 154,900 | $495.08 | $77M | — | — | |
| ECL, Ecolab | Hold | 274,300 | $278.61 | $76M | — | — | |
| URI, Sunbelt Rentals | Add +1.1% | 974,361 | $74.81 | $73M | +11,000 | +$10M | |
| SBUX, Starbucks | Hold | 623,818 | $102.19 | $64M | — | — | |
| ROL, Rollins | Add +1.2% | 1,516,525 | $41.74 | $63M | +18,500 | −$17M | |
| THG, Hanover Insurance Group | Hold | 281,000 | $214.12 | $60M | — | — | |
| ITIC, Investors Title Co. NC | Hold | 213,300 | $273.68 | $58M | — | — | |
| CG, Carlyle Group | Hold | 1,327,000 | $42.11 | $56M | — | — | |
| TSN, Tyson Foods | Add +2.7% | 913,500 | $57.25 | $52M | +24,000 | −$4.7M | |
| SPGI, S&P Global | Hold | 117,690 | $407.26 | $48M | — | — | |
| AON, Aon | Hold | 135,800 | $331.69 | $45M | — | — | |
| UNP, Union Pacific | Add +7.2% | 161,028 | $272.00 | $44M | +10,750 | +$7.3M | |
| FERG, Ferguson | Add +5.6% | 180,200 | $237.33 | $43M | +9,500 | +$2.9M | |
| RTX | Hold | 224,000 | $189.73 | $42M | — | — | |
| CSCO, Cisco | Hold | 355,500 | $117.46 | $42M | — | — | |
| MELI, MercadoLibre | Add +340.4% | 24,000 | $1,697 | $41M | +18,550 | +$31M | |
| YUM, Yum Brands | Hold | 245,213 | $159.86 | $39M | — | — | |
| MAR, Marriott | Add +6.1% | 99,500 | $370.59 | $37M | +5,750 | +$6.2M | |
| ALL, Allstate | Hold | 154,550 | $237.94 | $37M | — | — | |
| TMO, Thermo Fisher Scientific | Add +8.9% | 73,100 | $501.36 | $37M | +6,000 | +$3.7M | |
| COST, Costco | Hold | 39,150 | $935.47 | $37M | — | — | |
| HGTY, Hagerty | Hold | 3,108,000 | $11.55 | $36M | — | — | |
| TROW, T. Rowe Price | Hold | 314,000 | $113.69 | $36M | — | — | |
| URI, United Rentals | Hold | 31,150 | $1,133 | $35M | — | — | |
| ABNB, Airbnb | Hold | 242,389 | $143.10 | $35M | — | — | |
| LMT, Lockheed Martin | Hold | 65,213 | $509.46 | $33M | — | — | |
| HCA, HCA Healthcare | Add +2.3% | 84,366 | $389.89 | $33M | +1,936 | −$6.1M | |
| SHW, Sherwin-Williams | Hold | 94,172 | $344.32 | $32M | — | — | |
| FDS, FactSet | Hold | 135,376 | $230.08 | $31M | — | — | |
| LAMR, Lamar Advertising | Hold | 193,000 | $155.98 | $30M | — | — | |
| VRSK, Verisk | Hold | 155,950 | $179.53 | $28M | — | — | |
| CSX | Add +10.3% | 584,500 | $47.53 | $28M | +54,500 | +$6M | |
| AMAT, Applied Materials | Hold | 36,350 | $723.00 | $26M | — | — | |
| APD, Air Products | Add +17.2% | 88,500 | $293.18 | $26M | +13,000 | +$4M | |
| FIX, Comfort Systems USA | Hold | 13,000 | $1,982 | $26M | — | — | |
| CCK, Crown | Hold | 220,000 | $111.82 | $25M | — | — | |
| BF.A, Brown-Forman Class A | Hold | 843,000 | $27.36 | $23M | — | — | |
| RNR, RenaissanceRe | Hold | 70,000 | $316.90 | $22M | — | — | |
| EPD, Enterprise Products Partners | Add +181.7% | 569,000 | $36.76 | $21M | +367,000 | +$13M | |
| PM, Philip Morris International | Hold | 114,500 | $180.91 | $21M | — | — | |
| ACN, Accenture | Hold | 159,400 | $124.44 | $20M | — | — | |
| CMCSA, Comcast | Reduce −16.6% | 802,074 | $24.55 | $20M | −159,806 | −$7.9M | |
| HXL, Hexcel | Hold | 189,000 | $100.06 | $19M | — | — | |
| NKE, Nike | Hold | 447,400 | $41.05 | $18M | — | — | |
| COF, Capital One | Hold | 91,000 | $200.62 | $18M | — | — | |
| BK, BNY | Hold | 124,500 | $144.61 | $18M | — | — | |
| CARR, Carrier Global | Hold | 235,000 | $73.35 | $17M | — | — | |
| WFC, Wells Fargo | Hold | 204,450 | $82.64 | $17M | — | — | |
| SEIC, Sei Investments | Hold | 173,200 | $87.71 | $15M | — | — | |
| PAYX, Paychex | Hold | 150,000 | $98.33 | $15M | — | — | |
| HSY, Hershey | Hold | 75,000 | $175.45 | $13M | — | — | |
| PEP, PepsiCo | Hold | 96,210 | $135.40 | $13M | — | — | |
| BF.B, Brown-Forman Class B | Hold | 474,187 | $26.65 | $13M | — | — | |
| SPOT, Spotify | Hold | 25,900 | $459.13 | $12M | — | — | |
| SHOP, Shopify | Hold | 102,750 | $114.18 | $12M | — | — | |
| EFX, Equifax | Hold | 72,850 | $158.72 | $12M | — | — | |
| CME, CME Group | Hold | 49,750 | $220.83 | $11M | — | — | |
| CBOE, Cboe Global Markets | Hold | 43,700 | $242.67 | $11M | — | — | |
| UBER, Uber | Hold | 142,500 | $72.16 | $10M | — | — | |
| OTIS, Otis Worldwide | Add +16.6% | 133,620 | $71.60 | $9.6M | +19,000 | +$732K | |
| IQV, IQVIA | Hold | 46,900 | $193.22 | $9.1M | — | — | |
| HII, Huntington Ingalls Industries | Hold | 27,500 | $279.89 | $7.7M | — | — | |
| XOM, Exxon Mobil | Add +19.4% | 56,100 | $136.72 | $7.7M | +9,100 | −$304K | |
| NSP, Insperity | Hold | 181,336 | $41.31 | $7.5M | — | — | |
| KMX, CarMax | Hold | 136,500 | $52.89 | $7.2M | — | — | |
| SONY, Sony | Hold | 335,000 | $20.06 | $6.7M | — | — | |
| CNI, Canadian National Railway | Hold | 53,500 | $119.24 | $6.4M | — | — | |
| CP, Canadian Pacific Kansas City | Add +22.7% | 73,000 | $86.65 | $6.3M | +13,500 | +$1.6M | |
| GHC, Graham | Hold | 5,200 | $1,141 | $5.9M | — | — | |
| EMN, Eastman Chemical | Hold | 74,950 | $66.98 | $5M | — | — | |
| ZTS, Zoetis | New | 66,195 | $71.86 | $4.8M | +66,195 | +$4.8M | |
| BC, Brunswick | Hold | 51,250 | $84.24 | $4.3M | — | — | |
| WRB, Berkley | Hold | 60,750 | $70.53 | $4.3M | — | — | |
| MGM, MGM Resorts | Hold | 87,500 | $47.81 | $4.2M | — | — | |
| AYI, Acuity | Hold | 9,750 | $376.66 | $3.7M | — | — | |
| ICE, Intercontinental Exchange | Hold | 28,870 | $123.11 | $3.6M | — | — | |
| EXP, Eagle Materials | Hold | 14,750 | $225.00 | $3.3M | — | — | |
| WY, Weyerhaeuser | Add +585.7% | 120,000 | $23.94 | $2.9M | +102,500 | +$2.4M | |
| NFLX, Netflix | New | 40,000 | $71.40 | $2.9M | +40,000 | +$2.9M | |
| SYY, Sysco | Hold | 30,500 | $83.58 | $2.5M | — | — | |
| DPZ, Domino's Pizza | Hold | 5,500 | $296.04 | $1.6M | — | — | |
| BRO, Brown & Brown | Hold | 14,000 | $64.15 | $898K | — | — |
Showing top 50 of 129 by value
Exits / last held
Gone since 2026 Q1, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| SMG, Scotts Miracle-Gro | Exit | 0 | $60.81 | $10M | −168,000 | −$10M | |
| UNH, UnitedHealth Group | Exit | 0 | $270.59 | $5.1M | −18,700 | −$5.1M |
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