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Markel Group (Tom Gayner) 13F holdings — 2026-06-30

Filed by MARKEL GROUP INC. on 2026-07-31 for the quarter ending 2026-06-30, compared with the quarter ending 2026-03-31. Original filing.

130positions
$13.1Breported value
3new positions
2positions sold out

Holdings (top 100 by value)

IssuerClassSharesValue% of 13FChange
ALPHABET INCCAP STK CL C2,749,860$971.6M7.4%No change
BERKSHIRE HATHAWAY INC DELCL A1,114$834.2M6.35%No change
BERKSHIRE HATHAWAY INC DELCL B NEW1,531,971$766.6M5.84%No change
DEERE & COCOM877,900$556.9M4.24%No change
BROOKFIELD CORPCL A LTD VT SH13,073,609$556.8M4.24%No change
AMAZON COM INCCOM2,030,760$484.0M3.69%No change
ANALOG DEVICES INCCOM999,671$397.0M3.02%Reduced 2%
GOLDMAN SACHS GROUP INCCOM359,360$363.4M2.77%No change
APPLE INCCOM1,227,290$355.1M2.7%No change
CATERPILLAR INCCOM328,650$350.0M2.67%No change
VISA INCCOM CL A1,013,912$347.9M2.65%Added 1%
HOME DEPOT INCCOM922,500$325.3M2.48%No change
WATSCO INCCOM597,750$249.1M1.9%Added 3%
TEXAS INSTRS INCCOM724,000$215.8M1.64%No change
BLACKROCK INCCOM220,200$211.7M1.61%No change
ALPHABET INCCAP STK CL A572,000$204.4M1.56%No change
MICROSOFT CORPCOM537,630$200.5M1.53%No change
DISNEY WALT COCOM2,031,665$195.5M1.49%No change
AMERICAN EXPRESS COCOM490,450$165.9M1.26%No change
LOWES COS INCCOM751,980$165.8M1.26%Added 2%
PROGRESSIVE CORPCOM753,750$164.7M1.25%No change
FRANCO NEV CORPCOM773,500$161.2M1.23%Added 9%
LPL FINL HLDGS INCCOM559,951$157.7M1.2%No change
JOHNSON & JOHNSONCOM610,800$155.1M1.18%No change
BLACKSTONE INCCOM1,229,000$144.6M1.1%No change
RLI CORPCOM2,394,544$141.4M1.08%No change
GENERAL DYNAMICS CORPCOM391,000$138.5M1.05%No change
NOVO-NORDISK A SADR2,869,774$137.6M1.05%No change
KKR & CO INCCOM1,451,800$133.2M1.01%No change
META PLATFORMS INCCL A234,163$131.9M1.0%Reduced 6%
SCHWAB CHARLES CORPCOM1,394,800$128.7M0.98%Added 1%
MARSH & MCLENNAN COS INCCOM763,500$127.3M0.97%No change
APOLLO GLOBAL MGMT INCCOM1,012,500$119.8M0.91%No change
ARCHER DANIELS MIDLAND COCOM1,505,800$115.0M0.88%No change
LINDE PLCSHS215,600$111.9M0.85%Added 5%
DIAGEO PLCSPON ADR NEW1,372,208$110.3M0.84%No change
MASTERCARD INCORPORATEDCL A207,540$106.6M0.81%No change
DOLLAR GEN CORPCOM869,250$100.1M0.76%No change
BROOKFIELD ASSET MANAGMT LTDCL A LMT VTG SHS2,193,953$98.4M0.75%No change
HEICO CORP NEWCL A379,644$97.9M0.75%No change
MOODYS CORPCOM213,890$96.9M0.74%No change
OLD DOMINION FREIGHT LINE INCOM429,150$93.0M0.71%No change
NORFOLK SOUTHN CORPCOM282,500$88.9M0.68%No change
ILLINOIS TOOL WKS INCCOM327,500$88.6M0.67%No change
JPMORGAN CHASE & COCOM252,550$82.7M0.63%No change
NVR INCCOM12,097$82.4M0.63%No change
MSCI INCCOM142,850$80.0M0.61%No change
ROCKWELL AUTOMATION INCCOM154,900$76.7M0.58%No change
ECOLAB INCCOM274,300$76.4M0.58%No change
SUNBELT RENTALS HOLDINGS INCSHS974,361$72.9M0.56%Added 1%
STARBUCKS CORPCOM623,818$63.7M0.49%No change
ROLLINS INCCOM1,516,525$63.3M0.48%Added 1%
HANOVER INS GROUP INCCOM281,000$60.2M0.46%No change
INVESTORS TITLE CO NCCOM213,300$58.4M0.44%No change
CARLYLE GROUP INCCOM1,327,000$55.9M0.43%No change
TYSON FOODS INCCL A913,500$52.3M0.4%Added 3%
S&P GLOBAL INCCOM117,690$47.9M0.37%No change
AON PLCSHS CL A135,800$45.0M0.34%No change
UNION PAC CORPCOM161,028$43.8M0.33%Added 7%
FERGUSON ENTERPRISES INCCOMMON STOCK NEW180,200$42.8M0.33%Added 6%
RTX CORPORATIONCOM224,000$42.5M0.32%No change
CISCO SYS INCCOM355,500$41.8M0.32%No change
MERCADOLIBRE INCCOM24,000$40.7M0.31%Added 340%
YUM BRANDS INCCOM245,213$39.2M0.3%No change
MARRIOTT INTL INC NEWCL A99,500$36.9M0.28%Added 6%
ALLSTATE CORPCOM154,550$36.8M0.28%No change
THERMO FISHER SCIENTIFIC INCCOM73,100$36.6M0.28%Added 9%
COSTCO WHOLESALE CORPORATIONCOM39,150$36.6M0.28%No change
HAGERTY INCCL A COM3,108,000$35.9M0.27%No change
PRICE T ROWE GROUP INCCOM314,000$35.7M0.27%No change
UNITED RENTALS INCCOM31,150$35.3M0.27%No change
AIRBNB INCCOM CL A242,389$34.7M0.26%No change
LOCKHEED MARTIN CORPCOM65,213$33.2M0.25%No change
HCA HEALTHCARE INCCOM84,366$32.9M0.25%Added 2%
SHERWIN WILLIAMS COCOM94,172$32.4M0.25%No change
FACTSET RESH SYS INCCOM135,376$31.1M0.24%No change
LAMAR ADVERTISING COCL A193,000$30.1M0.23%No change
VERISK ANALYTICS INCCOM155,950$28.0M0.21%No change
CSX CORPCOM584,500$27.8M0.21%Added 10%
APPLIED MATLS INCCOM36,350$26.3M0.2%No change
AIR PRODUCTS AND CHEMICALS ICOM88,500$25.9M0.2%Added 17%
COMFORT SYS USA INCCOM13,000$25.8M0.2%No change
CROWN HLDGS INCCOM220,000$24.6M0.19%No change
BROWN FORMAN CORPCL A843,000$23.1M0.18%No change
RENAISSANCERE HLDGS LTDCOM70,000$22.2M0.17%No change
ENTERPRISE PRODS PARTNERS LCOM569,000$20.9M0.16%Added 182%
PHILIP MORRIS INTL INCCOM114,500$20.7M0.16%No change
ACCENTURE PLC IRELANDSHS CLASS A159,400$19.8M0.15%No change
COMCAST CORP NEWCL A802,074$19.7M0.15%Reduced 17%
HEXCEL CORP NEWCOM189,000$18.9M0.14%No change
NIKE INCCL B447,400$18.4M0.14%No change
CAPITAL ONE FINL CORPCOM91,000$18.3M0.14%No change
BANK NEW YORK MELLON CORPCOM124,500$18.0M0.14%No change
CARRIER GLOBAL CORPORATIONCOM235,000$17.2M0.13%No change
WELLS FARGO & COCOM204,450$16.9M0.13%No change
SEI INVTS COCOM173,200$15.2M0.12%No change
PAYCHEX INCCOM150,000$14.7M0.11%No change
HERSHEY COCOM75,000$13.2M0.1%No change
PEPSICO INCCOM96,210$13.0M0.1%No change
BROWN FORMAN CORPCL B474,187$12.6M0.1%No change

Sold out since prior quarter

IssuerShares in prior quarterPrior value
SCOTTS MIRACLE-GRO CO168,000$10.2M
UNITEDHEALTH GROUP INC18,700$5.1M

Options (puts/calls) are omitted. Values are as reported by the filer at quarter end. A 13F shows only certain U.S.-listed long positions and may be filed up to 45 days after the quarter ends, so it may not reflect current holdings.