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Markel Group

Managed by Tom Gayner
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Portfolio value
$11.94B
Holdings
126
Top 5 weight
32.95%
Latest filing

Portfolio

Reported 13F holdings, largest positions first
126holdings
BRK.B 12.85%GOOGL 7.99%BN 4.43%DE 4.14%AMZN 3.54%ADI 2.73%Other 64.32%
Company% PortfolioSharesValue
BRK.BBERKSHIRE HATHAWAY INC12.85%1,533,000$1.53BGOOGLALPHABET INC7.99%3,322,000$953.30MBNBROOKFIELD CORP4.43%13,074,000$529.10MDEDEERE & CO4.14%878,000$494.50MAMZNAMAZON COM INC3.54%2,031,000$422.90MADIANALOG DEVICES INC2.73%1,023,000$325.50MAAPLAPPLE INC2.61%1,227,000$311.50MGSGOLDMAN SACHS GROUP INC2.55%359,000$304.00MVVISA INC2.54%1,004,000$303.50MHDHOME DEPOT INC2.53%920,000$302.60MCATCATERPILLAR INC1.95%329,000$232.80MBLKBLACKROCK INC1.77%220,000$211.80MWSOWATSCO INC1.77%582,000$211.80MMSFTMICROSOFT CORP1.67%538,000$199.00MDISWALT DISNEY CO1.64%2,032,000$195.80MFNVFRANCO NEVADA CORP1.47%709,000$175.00MLOWLOWES COMPANIES INC1.46%738,000$174.50MLPLALPL FINANCIAL HOLDINGS INC1.41%560,000$168.50MPGRPROGRESSIVE CORP1.25%754,000$149.40MJNJJOHNSON & JOHNSON1.25%611,000$149.30MAXPAMERICAN EXPRESS CO1.24%490,000$148.40MMETAMETA PLATFORMS INC1.19%248,000$142.10MBXBLACKSTONE INC1.18%1,229,000$141.30MTXNTEXAS INSTRUMENTS INC1.18%724,000$140.60MRLIRLI CORP1.14%2,395,000$136.60MKKRKKR & CO INC1.12%1,452,000$134.30MGDGENERAL DYNAMICS CORP1.12%391,000$134.20MMRSHMARSH & MCLENNAN COMPANIES INC1.11%764,000$132.40MSCHWSCHWAB CHARLES CORP1.09%1,384,000$130.00MAPOAPOLLO GLOBAL MANAGEMENT INC0.94%1,013,000$112.80MADMARCHER-DANIELS-MIDLAND CO0.92%1,506,000$109.50MNVONOVO NORDISK A S0.88%2,870,000$105.50MMAMASTERCARD INC0.87%208,000$103.70MDGDOLLAR GENERAL CORP0.86%869,000$103.20MDEODIAGEO PLC0.86%1,372,000$102.20MLINLINDE PLC0.85%205,000$101.40MBAMBROOKFIELD ASSET MANAGEMENT LTD0.82%2,194,000$97.50MMCOMOODYS CORP0.78%214,000$93.30MITWILLINOIS TOOL WORKS INC0.71%328,000$85.20MODFLOLD DOMINION FREIGHT LINE INC0.7%429,000$83.90MNSCNORFOLK SOUTHERN CORP0.68%283,000$81.10MHEIHEICO CORP0.67%380,000$80.10MROLROLLINS INC0.67%1,498,000$80.00MNVRNVR INC0.67%12,000$79.70MMSCIMSCI INC0.64%143,000$77.00MJPMJPMORGAN CHASE & CO0.62%253,000$74.30MECLECOLAB INC0.61%274,000$73.00MCGCARLYLE GROUP INC0.54%1,327,000$64.20MSUNBSUNBELT RENTALS HOLDINGS INC0.53%963,000$62.70MTSNTYSON FOODS INC0.48%890,000$57.00MSBUXSTARBUCKS CORP0.47%624,000$55.90MROKROCKWELL AUTOMATION INC0.47%155,000$55.60MSPGIS&P GLOBAL INC0.42%118,000$50.10MTHGHANOVER INSURANCE GROUP INC0.41%281,000$48.70MITICINVESTORS TITLE CO0.39%213,000$46.40MAONAON PLC0.37%136,000$43.80MRTXRTX CORP0.36%224,000$43.20MFERGFERGUSON ENTERPRISES INC0.33%171,000$39.80MLMTLOCKHEED MARTIN CORP0.33%65,000$39.40MCOSTCOSTCO WHOLESALE CORP0.33%39,000$39.00MHCAHCA HEALTHCARE INC0.33%82,000$39.00MYUMYUM BRANDS INC0.32%245,000$38.10MUNPUNION PACIFIC CORP0.31%150,000$36.50MBF.BBROWN FORMAN CORP0.29%1,317,000$35.10MTMOTHERMO FISHER SCIENTIFIC INC0.28%67,000$33.00MHGTYHAGERTY INC0.27%3,108,000$32.70MALLALLSTATE CORP0.27%155,000$32.00MACNACCENTURE PLC0.26%159,000$31.60MMARMARRIOTT INTERNATIONAL INC0.26%94,000$30.70MABNBAIRBNB INC0.26%242,000$30.60MSHWSHERWIN WILLIAMS CO0.25%94,000$30.20MVRSKVERISK ANALYTICS INC0.25%156,000$29.60MFDSFACTSET RESEARCH SYSTEMS INC0.25%135,000$29.40MTROWPRICE T ROWE GROUP INC0.24%314,000$28.30MCMCSACOMCAST CORP0.23%962,000$27.60MCSCOCISCO SYSTEMS INC0.23%356,000$27.60MLAMRLAMAR ADVERTISING CO0.2%193,000$24.40MNKENIKE INC0.2%447,000$23.60MURIUNITED RENTALS INC0.19%31,000$22.70MCCKCROWN HOLDINGS INC0.19%220,000$22.10MAPDAIR PRODUCTS & CHEMICALS INC0.18%76,000$21.90MCSXCSX CORP0.18%530,000$21.80MRNRRENAISSANCERE HOLDINGS LTD0.17%70,000$20.80MPMPHILIP MORRIS INTERNATIONAL INC0.16%115,000$18.90MFIXCOMFORT SYSTEMS USA INC0.15%13,000$17.90MCOFCAPITAL ONE FINANCIAL CORP0.14%91,000$16.60MWFCWELLS FARGO & COMPANY0.14%204,000$16.30MHSYHERSHEY CO0.13%75,000$15.60MHXLHEXCEL CORP0.13%189,000$15.30MPEPPEPSICO INC0.12%96,000$14.90MBNYBANK OF NEW YORK MELLON CORP0.12%125,000$14.80MCMECME GROUP INC0.12%50,000$14.70MPAYXPAYCHEX INC0.12%150,000$13.80MSEICSEI INVESTMENTS CO0.11%173,000$13.60MCARRCARRIER GLOBAL CORP0.11%235,000$13.20MEFXEQUIFAX INC0.11%73,000$13.10MSPOTSPOTIFY TECHNOLOGY SA0.11%26,000$12.60MAMATAPPLIED MATERIALS INC0.1%36,000$12.40MCBOECBOE GLOBAL MARKETS INC0.1%44,000$12.30MSHOPSHOPIFY INC0.1%103,000$12.20MHIIHUNTINGTON INGALLS INDUSTRIES INC0.09%28,000$10.40MUBERUBER TECHNOLOGIES INC0.09%143,000$10.30MSMGSCOTTS MIRACLE-GRO CO0.09%168,000$10.20MMELIMERCADOLIBRE INC0.08%5,000$9.40MOTISOTIS WORLDWIDE CORP0.07%115,000$8.80MIQVIQVIA HOLDINGS INC0.07%47,000$8.00MXOMEXXON MOBIL CORP0.07%47,000$8.00MEPDENTERPRISE PRODUCTS PARTNERS LP0.06%202,000$7.60MSONYSONY GROUP CORP0.06%335,000$6.90MEMNEASTMAN CHEMICAL CO0.05%75,000$5.70MKMXCARMAX INC0.05%137,000$5.70MCNICANADIAN NATIONAL RAILWAY CO0.05%54,000$5.50MGHCGRAHAM HOLDINGS CO0.05%5,000$5.50MUNHUNITEDHEALTH GROUP INC0.04%19,000$5.10MNSPINSPERITY INC0.04%181,000$4.90MCPCANADIAN PACIFIC KANSAS CITY LTD0.04%60,000$4.70MICEINTERCONTINENTAL EXCHANGE INC0.04%29,000$4.50MWRBBERKLEY W R CORP0.03%61,000$4.00MBCBRUNSWICK CORP0.03%51,000$3.70MMGMMGM RESORTS INTERNATIONAL0.03%88,000$3.20MEXPEAGLE MATERIALS INC0.02%15,000$2.80MAYIACUITY INC (DE)0.02%10,000$2.70MSYYSYSCO CORP0.02%31,000$2.20MDPZDOMINOS PIZZA INC0.02%6,000$2.00MBROBROWN & BROWN INC0.01%14,000$900.00KWYWEYERHAEUSER CO0%18,000$400.00K
From the fund's Q1 '26 13F filingWhat is a 13F?

Activity

Buys and sells, quarter by quarter

filing - 49 moves · 44 buy-side · 5 sell-side

CompanyChangeValue
VVISA INC0.5%$303.50MWSOWATSCO INC0.7%$211.80MMSFTMICROSOFT CORP0.4%$199.00MFNVFRANCO NEVADA CORP3.7%$175.00MLOWLOWES COMPANIES INC0.5%$174.50MAXPAMERICAN EXPRESS CO0.2%$148.40MMRSHMARSH & MCLENNAN COMPANIES INC0.3%$132.40MSCHWSCHWAB CHARLES CORP0.6%$130.00MLINLINDE PLC2.5%$101.40MODFLOLD DOMINION FREIGHT LINE INC1.7%$83.90MNSCNORFOLK SOUTHERN CORP3.3%$81.10MROLROLLINS INC0.6%$80.00MSUNBSUNBELT RENTALS HOLDINGS INCNew$62.70MTSNTYSON FOODS INC0.6%$57.00MSPGIS&P GLOBAL INC21.9%$50.10MAONAON PLC1.5%$43.80MFERGFERGUSON ENTERPRISES INC4.3%$39.80MHCAHCA HEALTHCARE INC1.2%$39.00MYUMYUM BRANDS INC8.4%$38.10MUNPUNION PACIFIC CORP6.4%$36.50MTMOTHERMO FISHER SCIENTIFIC INC6.3%$33.00MMARMARRIOTT INTERNATIONAL INC4.4%$30.70MABNBAIRBNB INC0.8%$30.60MFDSFACTSET RESEARCH SYSTEMS INC10.7%$29.40MLAMRLAMAR ADVERTISING CO4.3%$24.40MCCKCROWN HOLDINGS INC3.8%$22.10MAPDAIR PRODUCTS & CHEMICALS INC5.6%$21.90MCSXCSX CORP20.5%$21.80MHSYHERSHEY CO10.3%$15.60MBNYBANK OF NEW YORK MELLON CORP2.5%$14.80MCMECME GROUP INC8.7%$14.70MTGTTARGET CORPSold$13.00MAMATAPPLIED MATERIALS INC5.9%$12.40MCBOECBOE GLOBAL MARKETS INC4.8%$12.30MCHHCHOICE HOTELS INTERNATIONAL INCSold$11.00MHIIHUNTINGTON INGALLS INDUSTRIES INC7.7%$10.40MUBERUBER TECHNOLOGIES INC2.1%$10.30MMELIMERCADOLIBRE INCNew$9.40MXOMEXXON MOBIL CORP23.7%$8.00MEPDENTERPRISE PRODUCTS PARTNERS LPNew$7.60MCNICANADIAN NATIONAL RAILWAY CO20.0%$5.50MUNHUNITEDHEALTH GROUP INC29.6%$5.10MNSPINSPERITY INC18.3%$4.90MCPCANADIAN PACIFIC KANSAS CITY LTD17.6%$4.70MICEINTERCONTINENTAL EXCHANGE INC38.1%$4.50MBCBRUNSWICK CORP6.3%$3.70MBROBROWN & BROWN INC27.3%$900.00KWYWEYERHAEUSER CONew$400.00KTRUTRANSUNIONSold$200.00K
Changes are share-count changes vs. the prior quarter