Markel Group

Managed by Tom Gayner
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Portfolio value
$13.13B
Holdings
127
Top 5 weight
33.32%
Latest filing

Portfolio

Reported 13F holdings, largest positions first
127holdings
BRK.B 12.19%GOOGL 8.96%DE 4.24%BN 4.24%AMZN 3.69%Other 66.68%
Company% PortfolioSharesValue
BRK.BBERKSHIRE HATHAWAY INC12.19%1,533,000$1.60BGOOGLALPHABET INC8.96%3,322,000$1.18BDEDEERE & CO4.24%878,000$556.90MBNBROOKFIELD CORP4.24%13,074,000$556.80MAMZNAMAZON COM INC3.69%2,031,000$484.00MADIANALOG DEVICES INC3.02%1,000,000$397.00MGSGOLDMAN SACHS GROUP INC2.77%359,000$363.40MAAPLAPPLE INC2.7%1,227,000$355.10MCATCATERPILLAR INC2.67%329,000$350.00MVVISA INC2.65%1,014,000$347.90MHDHOME DEPOT INC2.48%923,000$325.30MWSOWATSCO INC1.9%598,000$249.10MTXNTEXAS INSTRUMENTS INC1.64%724,000$215.80MBLKBLACKROCK INC1.61%220,000$211.70MMSFTMICROSOFT CORP1.53%538,000$200.50MDISWALT DISNEY CO1.49%2,032,000$195.50MAXPAMERICAN EXPRESS CO1.26%490,000$165.90MLOWLOWES COMPANIES INC1.26%752,000$165.80MPGRPROGRESSIVE CORP1.25%754,000$164.70MFNVFRANCO NEVADA CORP1.23%774,000$161.20MLPLALPL FINANCIAL HOLDINGS INC1.2%560,000$157.70MJNJJOHNSON & JOHNSON1.18%611,000$155.10MBXBLACKSTONE INC1.1%1,229,000$144.60MRLIRLI CORP1.08%2,395,000$141.40MGDGENERAL DYNAMICS CORP1.05%391,000$138.50MNVONOVO NORDISK A S1.05%2,870,000$137.60MKKRKKR & CO INC1.01%1,452,000$133.20MMETAMETA PLATFORMS INC1%234,000$131.90MSCHWSCHWAB CHARLES CORP0.98%1,395,000$128.70MMRSHMARSH & MCLENNAN COMPANIES INC0.97%764,000$127.30MAPOAPOLLO GLOBAL MANAGEMENT INC0.91%1,013,000$119.80MADMARCHER-DANIELS-MIDLAND CO0.88%1,506,000$115.00MLINLINDE PLC0.85%216,000$111.90MDEODIAGEO PLC0.84%1,372,000$110.30MMAMASTERCARD INC0.81%208,000$106.60MDGDOLLAR GENERAL CORP0.76%869,000$100.10MBAMBROOKFIELD ASSET MANAGEMENT LTD0.75%2,194,000$98.40MHEIHEICO CORP0.75%380,000$97.90MMCOMOODYS CORP0.74%214,000$96.90MODFLOLD DOMINION FREIGHT LINE INC0.71%429,000$93.00MNSCNORFOLK SOUTHERN CORP0.68%283,000$88.90MITWILLINOIS TOOL WORKS INC0.67%328,000$88.60MJPMJPMORGAN CHASE & CO0.63%253,000$82.70MNVRNVR INC0.63%12,000$82.40MMSCIMSCI INC0.61%143,000$80.00MROKROCKWELL AUTOMATION INC0.58%155,000$76.70MECLECOLAB INC0.58%274,000$76.40MSUNBSUNBELT RENTALS HOLDINGS INC0.56%974,000$72.90MSBUXSTARBUCKS CORP0.49%624,000$63.70MROLROLLINS INC0.48%1,517,000$63.30MTHGHANOVER INSURANCE GROUP INC0.46%281,000$60.20MITICINVESTORS TITLE CO0.44%213,000$58.40MCGCARLYLE GROUP INC0.43%1,327,000$55.90MTSNTYSON FOODS INC0.4%914,000$52.30MSPGIS&P GLOBAL INC0.36%118,000$47.90MAONAON PLC0.34%136,000$45.00MUNPUNION PACIFIC CORP0.33%161,000$43.80MFERGFERGUSON ENTERPRISES INC0.33%180,000$42.80MRTXRTX CORP0.32%224,000$42.50MCSCOCISCO SYSTEMS INC0.32%356,000$41.80MMELIMERCADOLIBRE INC0.31%24,000$40.70MYUMYUM BRANDS INC0.3%245,000$39.20MMARMARRIOTT INTERNATIONAL INC0.28%100,000$36.90MALLALLSTATE CORP0.28%155,000$36.80MCOSTCOSTCO WHOLESALE CORP0.28%39,000$36.60MTMOTHERMO FISHER SCIENTIFIC INC0.28%73,000$36.60MHGTYHAGERTY INC0.27%3,108,000$35.90MBF.BBROWN FORMAN CORP0.27%1,317,000$35.70MTROWPRICE T ROWE GROUP INC0.27%314,000$35.70MURIUNITED RENTALS INC0.27%31,000$35.30MABNBAIRBNB INC0.26%242,000$34.70MLMTLOCKHEED MARTIN CORP0.25%65,000$33.20MHCAHCA HEALTHCARE INC0.25%84,000$32.90MSHWSHERWIN WILLIAMS CO0.25%94,000$32.40MFDSFACTSET RESEARCH SYSTEMS INC0.24%135,000$31.10MLAMRLAMAR ADVERTISING CO0.23%193,000$30.10MVRSKVERISK ANALYTICS INC0.21%156,000$28.00MCSXCSX CORP0.21%585,000$27.80MAMATAPPLIED MATERIALS INC0.2%36,000$26.30MAPDAIR PRODUCTS & CHEMICALS INC0.2%89,000$25.90MFIXCOMFORT SYSTEMS USA INC0.2%13,000$25.80MCCKCROWN HOLDINGS INC0.19%220,000$24.60MRNRRENAISSANCERE HOLDINGS LTD0.17%70,000$22.20MEPDENTERPRISE PRODUCTS PARTNERS LP0.16%569,000$20.90MPMPHILIP MORRIS INTERNATIONAL INC0.16%115,000$20.70MACNACCENTURE PLC0.15%159,000$19.80MCMCSACOMCAST CORP0.15%802,000$19.70MHXLHEXCEL CORP0.14%189,000$18.90MNKENIKE INC0.14%447,000$18.40MCOFCAPITAL ONE FINANCIAL CORP0.14%91,000$18.30MBNYBANK OF NEW YORK MELLON CORP0.14%125,000$18.00MCARRCARRIER GLOBAL CORP0.13%235,000$17.20MWFCWELLS FARGO & COMPANY0.13%204,000$16.90MSEICSEI INVESTMENTS CO0.12%173,000$15.20MPAYXPAYCHEX INC0.11%150,000$14.70MHSYHERSHEY CO0.1%75,000$13.20MPEPPEPSICO INC0.1%96,000$13.00MSPOTSPOTIFY TECHNOLOGY SA0.09%26,000$11.90MSHOPSHOPIFY INC0.09%103,000$11.70MEFXEQUIFAX INC0.09%73,000$11.60MCMECME GROUP INC0.08%50,000$11.00MCBOECBOE GLOBAL MARKETS INC0.08%44,000$10.60MUBERUBER TECHNOLOGIES INC0.08%143,000$10.30MOTISOTIS WORLDWIDE CORP0.07%134,000$9.60MIQVIQVIA HOLDINGS INC0.07%47,000$9.10MHIIHUNTINGTON INGALLS INDUSTRIES INC0.06%28,000$7.70MXOMEXXON MOBIL CORP0.06%56,000$7.70MNSPINSPERITY INC0.06%181,000$7.50MKMXCARMAX INC0.05%137,000$7.20MSONYSONY GROUP CORP0.05%335,000$6.70MCNICANADIAN NATIONAL RAILWAY CO0.05%54,000$6.40MCPCANADIAN PACIFIC KANSAS CITY LTD0.05%73,000$6.30MGHCGRAHAM HOLDINGS CO0.04%5,000$5.90MEMNEASTMAN CHEMICAL CO0.04%75,000$5.00MZTSZOETIS INC0.04%66,000$4.80MBCBRUNSWICK CORP0.03%51,000$4.30MWRBBERKLEY W R CORP0.03%61,000$4.30MMGMMGM RESORTS INTERNATIONAL0.03%88,000$4.20MAYIACUITY INC (DE)0.03%10,000$3.70MICEINTERCONTINENTAL EXCHANGE INC0.03%29,000$3.60MEXPEAGLE MATERIALS INC0.03%15,000$3.30MNFLXNETFLIX INC0.02%40,000$2.90MWYWEYERHAEUSER CO0.02%120,000$2.90MSYYSYSCO CORP0.02%31,000$2.50MDPZDOMINOS PIZZA INC0.01%6,000$1.60MBROBROWN & BROWN INC0.01%14,000$900.00KUFPIUFP INDUSTRIES INC0%4,000$400.00K
From the fund's Q2 '26 13F filingWhat is a 13F?

Activity

Buys and sells, quarter by quarter

filing - 31 moves · 26 buy-side · 5 sell-side

CompanyChangeValue
Changes are share-count changes vs. the prior quarter