Thomas Gayner - Markel Group

Markel Group · SEC Form 13F portfolio

Period
2026-06-30
Portfolio value
$13.13B
Holdings
130
Top 10
42.9%
Filed
2026-07-31
SEC filing

Latest reported holdings

Holding% of PortfolioValueSharesChange
GOOG
ALPHABET INC · CAP STK CL C
7.40%
$971.61M2.75MUnchanged
BRK-A
BERKSHIRE HATHAWAY INC DEL · CL A
6.35%
$834.22M1.11KUnchanged
BRK-B
BERKSHIRE HATHAWAY INC DEL · CL B NEW
5.84%
$766.58M1.53MUnchanged
DE
DEERE & CO · COM
4.24%
$556.88M877.90KUnchanged
BN
BROOKFIELD CORP · CL A LTD VT SH
4.24%
$556.81M13.07MUnchanged
AMZN
AMAZON COM INC · COM
3.69%
$484.01M2.03MUnchanged
ADI
ANALOG DEVICES INC · COM
3.02%
$397.04M999.67K−2.30%
GS
GOLDMAN SACHS GROUP INC · COM
2.77%
$363.45M359.36KUnchanged
AAPL
APPLE INC · COM
2.70%
$355.13M1.23MUnchanged
CAT
CATERPILLAR INC · COM
2.67%
$349.98M328.65KUnchanged
V
VISA INC · COM CL A
2.65%
$347.86M1.01M+0.95%
HD
HOME DEPOT INC · COM
2.48%
$325.35M922.50K+0.27%
WSO
WATSCO INC · COM
1.90%
$249.10M597.75K+2.68%
TXN
TEXAS INSTRS INC · COM
1.64%
$215.80M724.00KUnchanged
BLK
BLACKROCK INC · COM
1.61%
$211.74M220.20KUnchanged
GOOGL
ALPHABET INC · CAP STK CL A
1.56%
$204.42M572.00KUnchanged
MSFT
MICROSOFT CORP · COM
1.53%
$200.55M537.63KUnchanged
DIS
DISNEY WALT CO · COM
1.49%
$195.55M2.03MUnchanged
AXP
AMERICAN EXPRESS CO · COM
1.26%
$165.89M490.45KUnchanged
LOW
LOWES COS INC · COM
1.26%
$165.80M751.98K+1.83%
PGR
PROGRESSIVE CORP · COM
1.25%
$164.66M753.75KUnchanged
FNV
FRANCO NEV CORP · COM
1.23%
$161.23M773.50K+9.17%
LPLA
LPL FINL HLDGS INC · COM
1.20%
$157.73M559.95KUnchanged
JNJ
JOHNSON & JOHNSON · COM
1.18%
$155.12M610.80KUnchanged
BX
BLACKSTONE INC · COM
1.10%
$144.62M1.23MUnchanged
RLI
RLI CORP · COM
1.08%
$141.45M2.39MUnchanged
GD
GENERAL DYNAMICS CORP · COM
1.05%
$138.51M391.00KUnchanged
NVO
NOVO-NORDISK A S · ADR
1.05%
$137.58M2.87MUnchanged
KKR
KKR & CO INC · COM
1.01%
$133.25M1.45MUnchanged
META
META PLATFORMS INC · CL A
1.00%
$131.90M234.16K−5.69%
SCHW
SCHWAB CHARLES CORP · COM
0.98%
$128.70M1.39M+0.79%
MRSH
MARSH & MCLENNAN COS INC · COM
0.97%
$127.25M763.50KUnchanged
APO
APOLLO GLOBAL MGMT INC · COM
0.91%
$119.79M1.01MUnchanged
ADM
ARCHER DANIELS MIDLAND CO · COM
0.88%
$115.04M1.51MUnchanged
LIN
LINDE PLC · SHS
0.85%
$111.88M215.60K+5.38%
DEO
DIAGEO PLC · SPON ADR NEW
0.84%
$110.30M1.37MUnchanged
MA
MASTERCARD INCORPORATED · CL A
0.81%
$106.59M207.54KUnchanged
DG
DOLLAR GEN CORP · COM
0.76%
$100.06M869.25KUnchanged
BAM
BROOKFIELD ASSET MANAGMT LTD · CL A LMT VTG SHS
0.75%
$98.40M2.19MUnchanged
HEI-A
HEICO CORP NEW · CL A
0.75%
$97.91M379.64KUnchanged
MCO
MOODYS CORP · COM
0.74%
$96.88M213.89KUnchanged
ODFL
OLD DOMINION FREIGHT LINE IN · COM
0.71%
$92.95M429.15KUnchanged
NSC
NORFOLK SOUTHN CORP · COM
0.68%
$88.87M282.50KUnchanged
ITW
ILLINOIS TOOL WKS INC · COM
0.67%
$88.58M327.50KUnchanged
JPM
JPMORGAN CHASE & CO · COM
0.63%
$82.67M252.55KUnchanged
NVR
NVR INC · COM
0.63%
$82.42M12.10K+0.08%
MSCI
MSCI INC · COM
0.61%
$80.00M142.85KUnchanged
ROK
ROCKWELL AUTOMATION INC · COM
0.58%
$76.69M154.90KUnchanged
ECL
ECOLAB INC · COM
0.58%
$76.42M274.30KUnchanged
SUNB
SUNBELT RENTALS HOLDINGS INC · SHS
0.56%
$72.89M974.36K+1.14%
SBUX
STARBUCKS CORP · COM
0.49%
$63.75M623.82KUnchanged
ROL
ROLLINS INC · COM
0.48%
$63.30M1.52M+1.23%
THG
HANOVER INS GROUP INC · COM
0.46%
$60.17M281.00KUnchanged
ITIC
INVESTORS TITLE CO NC · COM
0.44%
$58.38M213.30KUnchanged
CG
CARLYLE GROUP INC · COM
0.43%
$55.88M1.33MUnchanged
TSN
TYSON FOODS INC · CL A
0.40%
$52.30M913.50K+2.70%
SPGI
S&P GLOBAL INC · COM
0.37%
$47.93M117.69KUnchanged
AON
AON PLC · SHS CL A
0.34%
$45.04M135.80KUnchanged
UNP
UNION PAC CORP · COM
0.33%
$43.80M161.03K+7.15%
FERG
FERGUSON ENTERPRISES INC · COMMON STOCK NEW
0.33%
$42.77M180.20K+5.57%
RTX
RTX CORPORATION · COM
0.32%
$42.50M224.00KUnchanged
CSCO
CISCO SYS INC · COM
0.32%
$41.76M355.50KUnchanged
MELI
MERCADOLIBRE INC · COM
0.31%
$40.74M24.00K+340.37%
YUM
YUM BRANDS INC · COM
0.30%
$39.20M245.21KUnchanged
MAR
MARRIOTT INTL INC NEW · CL A
0.28%
$36.87M99.50K+6.13%
ALL
ALLSTATE CORP · COM
0.28%
$36.77M154.55KUnchanged
TMO
THERMO FISHER SCIENTIFIC INC · COM
0.28%
$36.65M73.10K+8.94%
COST
COSTCO WHOLESALE CORPORATION · COM
0.28%
$36.62M39.15KUnchanged
HGTY
HAGERTY INC · CL A COM
0.27%
$35.90M3.11MUnchanged
TROW
PRICE T ROWE GROUP INC · COM
0.27%
$35.70M314.00KUnchanged
URI
UNITED RENTALS INC · COM
0.27%
$35.29M31.15KUnchanged
ABNB
AIRBNB INC · COM CL A
0.26%
$34.69M242.39KUnchanged
LMT
LOCKHEED MARTIN CORP · COM
0.25%
$33.22M65.21KUnchanged
HCA
HCA HEALTHCARE INC · COM
0.25%
$32.89M84.37K+2.35%
SHW
SHERWIN WILLIAMS CO · COM
0.25%
$32.43M94.17KUnchanged
FDS
FACTSET RESH SYS INC · COM
0.24%
$31.15M135.38KUnchanged
LAMR
LAMAR ADVERTISING CO · CL A
0.23%
$30.10M193.00KUnchanged
VRSK
VERISK ANALYTICS INC · COM
0.21%
$28.00M155.95KUnchanged
CSX
CSX CORP · COM
0.21%
$27.78M584.50K+10.28%
AMAT
APPLIED MATLS INC · COM
0.20%
$26.28M36.35KUnchanged
APD
AIR PRODUCTS AND CHEMICALS I · COM
0.20%
$25.95M88.50K+17.22%
FIX
COMFORT SYS USA INC · COM
0.20%
$25.77M13.00KUnchanged
CCK
CROWN HLDGS INC · COM
0.19%
$24.60M220.00KUnchanged
BF-A
BROWN FORMAN CORP · CL A
0.18%
$23.06M843.00KUnchanged
RNR
RENAISSANCERE HLDGS LTD · COM
0.17%
$22.18M70.00KUnchanged
ENTERPRISE PRODS PARTNERS L
COM
No company page
0.16%
$20.92M569.00K+181.68%
PM
PHILIP MORRIS INTL INC · COM
0.16%
$20.71M114.50KUnchanged
ACN
ACCENTURE PLC IRELAND · SHS CLASS A
0.15%
$19.84M159.40KUnchanged
CMCSA
COMCAST CORP NEW · CL A
0.15%
$19.69M802.07K−16.61%
HXL
HEXCEL CORP NEW · COM
0.14%
$18.91M189.00KUnchanged
NKE
NIKE INC · CL B
0.14%
$18.37M447.40KUnchanged
COF
CAPITAL ONE FINL CORP · COM
0.14%
$18.26M91.00KUnchanged
BNY
BANK NEW YORK MELLON CORP · COM
Company page unavailable
0.14%
$18.00M124.50KUnchanged
CARR
CARRIER GLOBAL CORPORATION · COM
0.13%
$17.24M235.00KUnchanged
WFC
WELLS FARGO & CO · COM
0.13%
$16.90M204.45KUnchanged
SEIC
SEI INVTS CO · COM
0.12%
$15.19M173.20KUnchanged
PAYX
PAYCHEX INC · COM
0.11%
$14.75M150.00KUnchanged
HSY
HERSHEY CO · COM
0.10%
$13.16M75.00KUnchanged
PEP
PEPSICO INC · COM
0.10%
$13.03M96.21KUnchanged
BF-B
BROWN FORMAN CORP · CL B
0.10%
$12.64M474.19KUnchanged
SPOT
SPOTIFY TECHNOLOGY S A · SHS
0.09%
$11.89M25.90KUnchanged
SHOP
SHOPIFY INC · CL A SUB VTG SHS
0.09%
$11.73M102.75KUnchanged
EFX
EQUIFAX INC · COM
0.09%
$11.56M72.85KUnchanged
CME
CME GROUP INC · COM
0.08%
$10.99M49.75KUnchanged
CBOE
CBOE GLOBAL MKTS INC · COM
0.08%
$10.60M43.70KUnchanged
UBER
UBER TECHNOLOGIES INC · COM
0.08%
$10.28M142.50KUnchanged
OTIS
OTIS WORLDWIDE CORP · COM
0.07%
$9.57M133.62K+16.58%
IQV
IQVIA HLDGS INC · COM
0.07%
$9.06M46.90KUnchanged
HII
HUNTINGTON INGALLS INDS INC · COM
0.06%
$7.70M27.50KUnchanged
EXXON MOBIL CORP
COM
Ticker unresolved
0.06%
$7.67M56.10K+19.36%
NSP
INSPERITY INC · COM
0.06%
$7.49M181.34KUnchanged
KMX
CARMAX INC · COM
0.05%
$7.22M136.50KUnchanged
SONY
SONY GROUP CORP · SPONSORED ADR
0.05%
$6.72M335.00KUnchanged
CNI
CANADIAN NATL RY CO · COM
0.05%
$6.38M53.50KUnchanged
CP
CANADIAN PACIFIC KANSAS CITY · COM
0.05%
$6.33M73.00K+22.69%
GHC
GRAHAM HLDGS CO · COM CL B
0.05%
$5.94M5.20KUnchanged
EMN
EASTMAN CHEM CO · COM
0.04%
$5.02M74.95KUnchanged
ZTS
ZOETIS INC · CL A
0.04%
$4.76M66.19KNew
BC
BRUNSWICK CORP · COM
0.03%
$4.32M51.25KUnchanged
WRB
BERKLEY W R CORP · COM
0.03%
$4.28M60.75KUnchanged
MGM
MGM RESORTS INTERNATIONAL · COM
0.03%
$4.18M87.50KUnchanged
AYI
ACUITY INC · COM
0.03%
$3.67M9.75KUnchanged
ICE
INTERCONTINENTAL EXCHANGE IN · COM
0.03%
$3.55M28.87KUnchanged
EXP
EAGLE MATLS INC · COM
0.03%
$3.32M14.75KUnchanged
WY
WEYERHAEUSER CO · COM NEW
0.02%
$2.87M120.00K+585.71%
NFLX
NETFLIX INC. · COM
0.02%
$2.86M40.00KNew
SYY
SYSCO CORP · COM
0.02%
$2.55M30.50KUnchanged
DPZ
DOMINOS PIZZA INC · COM
0.01%
$1.63M5.50KUnchanged
BRO
BROWN & BROWN INC · COM
0.01%
$898.10K14.00KUnchanged
UFPI
UFP INDUSTRIES INC · COM
0.00%
$362.96K4.00KNew