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Tom Gayner · Markel Group Inc. · CIK 0001096343
Latest 13F for the quarter ended Jun 30, 2026, filed Jul 31, 2026, compared with the quarter ended Mar 31, 2026.
Estimated trade value from reported units and period-end values
130 positions by reported value
| Holding | Portfolio weight | Reported value | Shares / units | Change vs prior quarter |
|---|---|---|---|---|
| GOOGALPHABET INC · CAP STK CL C | 7.40% | $971.6M | 2,749,860 | Unchanged |
| BRK/ABERKSHIRE HATHAWAY INC DEL · CL A | 6.35% | $834.2M | 1,114 | Unchanged |
| BRK/BBERKSHIRE HATHAWAY INC DEL · CL B NEW | 5.84% | $766.6M | 1,531,971 | Unchanged |
| DEDEERE & CO · COM | 4.24% | $556.9M | 877,900 | Unchanged |
| BNBROOKFIELD CORP · CL A LTD VT SH | 4.24% | $556.8M | 13,073,609 |
Source: SEC Form 13F filings (latest filing on sec.gov). Information and analytics, not investment advice. Holdings are reported as of the quarter end, not live positions; reported 13F value covers securities listed on Form 13F and is not the fund's total assets under management.
| Unchanged |
| AMZNAMAZON COM INC · COM | 3.69% | $484.0M | 2,030,760 | Unchanged |
| ADIANALOG DEVICES INC · COM | 3.02% | $397.0M | 999,671 | -2.3% |
| GSGOLDMAN SACHS GROUP INC · COM | 2.77% | $363.4M | 359,360 | Unchanged |
| AAPLAPPLE INC · COM | 2.70% | $355.1M | 1,227,290 | Unchanged |
| CATCATERPILLAR INC · COM | 2.67% | $350.0M | 328,650 | Unchanged |
| VVISA INC · COM CL A | 2.65% | $347.9M | 1,013,912 | +0.9% |
| HDHOME DEPOT INC · COM | 2.48% | $325.3M | 922,500 | +0.3% |
| WSOWATSCO INC · COM | 1.90% | $249.1M | 597,750 | +2.7% |
| TXNTEXAS INSTRS INC · COM | 1.64% | $215.8M | 724,000 | Unchanged |
| BLKBLACKROCK INC · COM | 1.61% | $211.7M | 220,200 | Unchanged |
| GOOGLALPHABET INC · CAP STK CL A | 1.56% | $204.4M | 572,000 | Unchanged |
| MSFTMICROSOFT CORP · COM | 1.53% | $200.5M | 537,630 | Unchanged |
| DISWalt Disney Co · COM | 1.49% | $195.5M | 2,031,665 | Unchanged |
| AXPAMERICAN EXPRESS CO · COM | 1.26% | $165.9M | 490,450 | Unchanged |
| LOWLOWES COS INC · COM | 1.26% | $165.8M | 751,980 | +1.8% |
| PGRPROGRESSIVE CORP · COM | 1.25% | $164.7M | 753,750 | Unchanged |
| FNVFRANCO NEV CORP · COM | 1.23% | $161.2M | 773,500 | +9.2% |
| LPLALPL FINL HLDGS INC · COM | 1.20% | $157.7M | 559,951 | Unchanged |
| JNJJOHNSON & JOHNSON · COM | 1.18% | $155.1M | 610,800 | Unchanged |
| BXBLACKSTONE INC · COM | 1.10% | $144.6M | 1,229,000 | Unchanged |
| RLIRLI CORP · COM | 1.08% | $141.4M | 2,394,544 | Unchanged |
| GDGENERAL DYNAMICS CORP · COM | 1.05% | $138.5M | 391,000 | Unchanged |
| NVONOVO-NORDISK A S · ADR | 1.05% | $137.6M | 2,869,774 | Unchanged |
| KKRKKR & CO INC · COM | 1.01% | $133.2M | 1,451,800 | Unchanged |
| METAMETA PLATFORMS INC · CL A | 1.00% | $131.9M | 234,163 | -5.7% |
| SCHWSCHWAB CHARLES CORP · COM | 0.98% | $128.7M | 1,394,800 | +0.8% |
| MRSHMARSH & MCLENNAN COS INC · COM | 0.97% | $127.3M | 763,500 | Unchanged |
| APOAPOLLO GLOBAL MGMT INC · COM | 0.91% | $119.8M | 1,012,500 | Unchanged |
| ADMARCHER DANIELS MIDLAND CO · COM | 0.88% | $115.0M | 1,505,800 | Unchanged |
| LINLINDE PLC · SHS | 0.85% | $111.9M | 215,600 | +5.4% |
| DEODIAGEO PLC · SPON ADR NEW | 0.84% | $110.3M | 1,372,208 | Unchanged |
| MAMASTERCARD INCORPORATED · CL A | 0.81% | $106.6M | 207,540 | Unchanged |
| DGDOLLAR GEN CORP · COM | 0.76% | $100.1M | 869,250 | Unchanged |
| BAMBROOKFIELD ASSET MANAGMT LTD · CL A LMT VTG SHS | 0.75% | $98.4M | 2,193,953 | Unchanged |
| HEI/AHEICO CORP NEW · CL A | 0.75% | $97.9M | 379,644 | Unchanged |
| MCOMOODYS CORP · COM | 0.74% | $96.9M | 213,890 | Unchanged |
| ODFLOLD DOMINION FREIGHT LINE IN · COM | 0.71% | $93.0M | 429,150 | Unchanged |
| NSCNORFOLK SOUTHN CORP · COM | 0.68% | $88.9M | 282,500 | Unchanged |
| ITWILLINOIS TOOL WKS INC · COM | 0.67% | $88.6M | 327,500 | Unchanged |
| JPMJPMORGAN CHASE & CO · COM | 0.63% | $82.7M | 252,550 | Unchanged |
| NVRNVR INC · COM | 0.63% | $82.4M | 12,097 | +0.1% |
| MSCIMSCI INC · COM | 0.61% | $80.0M | 142,850 | Unchanged |
| ROKROCKWELL AUTOMATION INC · COM | 0.58% | $76.7M | 154,900 | Unchanged |
| ECLECOLAB INC · COM | 0.58% | $76.4M | 274,300 | Unchanged |
| SUNBSUNBELT RENTALS HOLDINGS INC · SHS | 0.56% | $72.9M | 974,361 | +1.1% |
| SBUXSTARBUCKS CORP · COM | 0.49% | $63.7M | 623,818 | Unchanged |
| ROLROLLINS INC · COM | 0.48% | $63.3M | 1,516,525 | +1.2% |
| THGHANOVER INS GROUP INC · COM | 0.46% | $60.2M | 281,000 | Unchanged |
| ITICINVESTORS TITLE CO NC · COM | 0.44% | $58.4M | 213,300 | Unchanged |
| CGCARLYLE GROUP INC · COM | 0.43% | $55.9M | 1,327,000 | Unchanged |
| TSNTYSON FOODS INC · CL A | 0.40% | $52.3M | 913,500 | +2.7% |
| SPGIS&P GLOBAL INC · COM | 0.37% | $47.9M | 117,690 | Unchanged |
| AONAON PLC · SHS CL A | 0.34% | $45.0M | 135,800 | Unchanged |
| UNPUNION PAC CORP · COM | 0.33% | $43.8M | 161,028 | +7.2% |
| FERGFERGUSON ENTERPRISES INC · COMMON STOCK NEW | 0.33% | $42.8M | 180,200 | +5.6% |
| RTXRTX CORPORATION · COM | 0.32% | $42.5M | 224,000 | Unchanged |
| CSCOCISCO SYS INC · COM | 0.32% | $41.8M | 355,500 | Unchanged |
| MELIMERCADOLIBRE INC · COM | 0.31% | $40.7M | 24,000 | +340.4% |
| YUMYUM BRANDS INC · COM | 0.30% | $39.2M | 245,213 | Unchanged |
| MARMARRIOTT INTL INC NEW · CL A | 0.28% | $36.9M | 99,500 | +6.1% |
| ALLALLSTATE CORP · COM | 0.28% | $36.8M | 154,550 | Unchanged |
| TMOTHERMO FISHER SCIENTIFIC INC · COM | 0.28% | $36.6M | 73,100 | +8.9% |
| COSTCOSTCO WHOLESALE CORPORATION · COM | 0.28% | $36.6M | 39,150 | Unchanged |
| HGTYHAGERTY INC · CL A COM | 0.27% | $35.9M | 3,108,000 | Unchanged |
| TROWPRICE T ROWE GROUP INC · COM | 0.27% | $35.7M | 314,000 | Unchanged |
| URIUNITED RENTALS INC · COM | 0.27% | $35.3M | 31,150 | Unchanged |
| ABNBAIRBNB INC · COM CL A | 0.26% | $34.7M | 242,389 | Unchanged |
| LMTLOCKHEED MARTIN CORP · COM | 0.25% | $33.2M | 65,213 | Unchanged |
| HCAHCA HEALTHCARE INC · COM | 0.25% | $32.9M | 84,366 | +2.4% |
| SHWSHERWIN WILLIAMS CO · COM | 0.25% | $32.4M | 94,172 | Unchanged |
| FDSFACTSET RESH SYS INC · COM | 0.24% | $31.1M | 135,376 | Unchanged |
| LAMRLAMAR ADVERTISING CO · CL A | 0.23% | $30.1M | 193,000 | Unchanged |
| VRSKVERISK ANALYTICS INC · COM | 0.21% | $28.0M | 155,950 | Unchanged |
| CSXCSX CORP · COM | 0.21% | $27.8M | 584,500 | +10.3% |
| AMATAPPLIED MATLS INC · COM | 0.20% | $26.3M | 36,350 | Unchanged |
| APDAIR PRODUCTS AND CHEMICALS I · COM | 0.20% | $25.9M | 88,500 | +17.2% |
| FIXCOMFORT SYS USA INC · COM | 0.20% | $25.8M | 13,000 | Unchanged |
| CCKCROWN HLDGS INC · COM | 0.19% | $24.6M | 220,000 | Unchanged |
| BF/ABROWN FORMAN CORP · CL A | 0.18% | $23.1M | 843,000 | Unchanged |
| RNRRENAISSANCERE HLDGS LTD · COM | 0.17% | $22.2M | 70,000 | Unchanged |
| EPDENTERPRISE PRODS PARTNERS L · COM | 0.16% | $20.9M | 569,000 | +181.7% |
| PMPHILIP MORRIS INTL INC · COM | 0.16% | $20.7M | 114,500 | Unchanged |
| ACNACCENTURE PLC IRELAND · SHS CLASS A | 0.15% | $19.8M | 159,400 | Unchanged |
| CMCSACOMCAST CORP NEW · CL A | 0.15% | $19.7M | 802,074 | -16.6% |
| HXLHEXCEL CORP NEW · COM | 0.14% | $18.9M | 189,000 | Unchanged |
| NKENIKE INC · CL B | 0.14% | $18.4M | 447,400 | Unchanged |
| COFCAPITAL ONE FINL CORP · COM | 0.14% | $18.3M | 91,000 | Unchanged |
| BNYBANK NEW YORK MELLON CORP · COM | 0.14% | $18.0M | 124,500 | Unchanged |
| CARRCARRIER GLOBAL CORPORATION · COM | 0.13% | $17.2M | 235,000 | Unchanged |
| WFCWELLS FARGO & CO · COM | 0.13% | $16.9M | 204,450 | Unchanged |
| SEICSEI INVTS CO · COM | 0.12% | $15.2M | 173,200 | Unchanged |
| PAYXPAYCHEX INC · COM | 0.11% | $14.7M | 150,000 | Unchanged |
| HSYHERSHEY CO · COM | 0.10% | $13.2M | 75,000 | Unchanged |
| PEPPEPSICO INC · COM | 0.10% | $13.0M | 96,210 | Unchanged |
| BF/BBROWN FORMAN CORP · CL B | 0.10% | $12.6M | 474,187 | Unchanged |