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
LAMRLAMAR ADVERTISING CO0.23%193,000$30.10MVRSKVERISK ANALYTICS INC0.21%155,900$28.00MCSXCSX CORP0.21%584,500$27.80MAMATAPPLIED MATERIALS INC0.2%36,400$26.30MAPDAIR PRODUCTS & CHEMICALS INC0.2%88,500$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%114,500$20.70MACNACCENTURE PLC0.15%159,400$19.80MCMCSACOMCAST CORP0.15%802,100$19.70MHXLHEXCEL CORP0.14%189,000$18.90MNKENIKE INC0.14%447,400$18.40MCOFCAPITAL ONE FINANCIAL CORP0.14%91,000$18.30MBNYBANK OF NEW YORK MELLON CORP0.14%124,500$18.00MCARRCARRIER GLOBAL CORP0.13%235,000$17.20MWFCWELLS FARGO & COMPANY0.13%204,400$16.90MSEICSEI INVESTMENTS CO0.12%173,200$15.20MPAYXPAYCHEX INC0.11%150,000$14.70MHSYHERSHEY CO0.1%75,000$13.20MPEPPEPSICO INC0.1%96,200$13.00MSPOTSPOTIFY TECHNOLOGY SA0.09%25,900$11.90MSHOPSHOPIFY INC0.09%102,800$11.70MEFXEQUIFAX INC0.09%72,800$11.60M
From the fund's Q2 '26 13F filingWhat is a 13F?

Activity

Buys and sells, quarter by quarter
Filing quarter

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

CompanyChangeValue
ADIANALOG DEVICES INC2%$397.00MVVISA INC1%$347.90MHDHOME DEPOT INC0%$325.30MWSOWATSCO INC3%$249.10MLOWLOWES COMPANIES INC2%$165.80MFNVFRANCO NEVADA CORP9%$161.20MMETAMETA PLATFORMS INC6%$131.90MSCHWSCHWAB CHARLES CORP1%$128.70MLINLINDE PLC5%$111.90MSUNBSUNBELT RENTALS HOLDINGS INC1%$72.90MROLROLLINS INC1%$63.30MTSNTYSON FOODS INC3%$52.30MUNPUNION PACIFIC CORP7%$43.80MFERGFERGUSON ENTERPRISES INC6%$42.80MMELIMERCADOLIBRE INC336%$40.70MMARMARRIOTT INTERNATIONAL INC6%$36.90MTMOTHERMO FISHER SCIENTIFIC INC9%$36.60MHCAHCA HEALTHCARE INC2%$32.90MCSXCSX CORP10%$27.80MAPDAIR PRODUCTS & CHEMICALS INC17%$25.90MEPDENTERPRISE PRODUCTS PARTNERS LP182%$20.90MCMCSACOMCAST CORP17%$19.70MSMGSCOTTS MIRACLE-GRO COSold$10.20MOTISOTIS WORLDWIDE CORP17%$9.60MXOMEXXON MOBIL CORP19%$7.70M

filing - 52 moves · 47 buy-side · 5 sell-side

CompanyChangeValue
VVISA INC1%$303.50MWSOWATSCO INC1%$211.80MMSFTMICROSOFT CORP0%$199.00MFNVFRANCO NEVADA CORP4%$175.00MLOWLOWES COMPANIES INC1%$174.50MAXPAMERICAN EXPRESS CO0%$148.40MMRSHMARSH & MCLENNAN COMPANIES INC0%$132.40MSCHWSCHWAB CHARLES CORP1%$130.00MDEODIAGEO PLC0%$102.20MLINLINDE PLC2%$101.40MODFLOLD DOMINION FREIGHT LINE INC2%$83.90MNSCNORFOLK SOUTHERN CORP3%$81.10MROLROLLINS INC1%$80.00MNVRNVR INC1%$79.70MSUNBSUNBELT RENTALS HOLDINGS INCNew$62.70MTSNTYSON FOODS INC1%$57.00MSPGIS&P GLOBAL INC22%$50.10MAONAON PLC1%$43.80MFERGFERGUSON ENTERPRISES INC4%$39.80MLMTLOCKHEED MARTIN CORP1%$39.40MHCAHCA HEALTHCARE INC2%$39.00MYUMYUM BRANDS INC8%$38.10MUNPUNION PACIFIC CORP6%$36.50MTMOTHERMO FISHER SCIENTIFIC INC7%$33.00MMARMARRIOTT INTERNATIONAL INC4%$30.70M

filing - 48 moves · 43 buy-side · 5 sell-side

CompanyChangeValue
BNBROOKFIELD CORP50%$599.90MADIANALOG DEVICES INC12%$277.50MMSFTMICROSOFT CORP1%$259.10MLPLALPL FINANCIAL HOLDINGS INC1%$200.00MWSOWATSCO INC2%$194.60MAXPAMERICAN EXPRESS CO1%$180.70MLOWLOWES COMPANIES INC1%$177.10MMETAMETA PLATFORMS INC11%$163.90MNVONOVO NORDISK A S21%$146.00MFNVFRANCO NEVADA CORP13%$141.70MMRSHMARSH & MCLENNAN COMPANIES INC1%$141.30MSCHWSCHWAB CHARLES CORP1%$137.50MDEODIAGEO PLC0%$118.30MROLROLLINS INC1%$89.40MNVRNVR INC1%$87.60MLINLINDE PLC4%$85.30MNSCNORFOLK SOUTHERN CORP7%$79.00MODFLOLD DOMINION FREIGHT LINE INC18%$66.10MTSNTYSON FOODS INC4%$51.80MFDXFEDEX CORPSold$50.20MAONAON PLC3%$47.30MHCAHCA HEALTHCARE INC7%$37.70MFERGFERGUSON ENTERPRISES INC11%$36.40MTMOTHERMO FISHER SCIENTIFIC INC13%$36.40MFDSFACTSET RESEARCH SYSTEMS INC4%$35.40M

filing - 43 moves · 30 buy-side · 13 sell-side

CompanyChangeValue
MSFTMICROSOFT CORP1%$275.60MLPLALPL FINANCIAL HOLDINGS INC2%$184.10MLOWLOWES COMPANIES INC1%$182.60MMRSHMARSH & MCLENNAN COMPANIES INC1%$152.20MFNVFRANCO NEVADA CORP6%$135.00MNVONOVO NORDISK A S5%$131.40MLINLINDE PLC3%$91.60MADMARCHER-DANIELS-MIDLAND CO4%$90.00MROLROLLINS INC0%$86.70MNSCNORFOLK SOUTHERN CORP8%$77.10MODFLOLD DOMINION FREIGHT LINE INC5%$50.50MTSNTYSON FOODS INC4%$46.10MFERGFERGUSON ENTERPRISES INC9%$33.00MHCAHCA HEALTHCARE INC9%$32.10MUNPUNION PACIFIC CORP30%$30.00MABNBAIRBNB INC7%$27.60MTMOTHERMO FISHER SCIENTIFIC INC13%$27.10MCSCOCISCO SYSTEMS INC2%$24.30MLAMRLAMAR ADVERTISING CO8%$20.80MMARMARRIOTT INTERNATIONAL INC22%$19.10MMMM3M COSold$18.00MCSXCSX CORP338%$10.10MIQVIQVIA HOLDINGS INC5%$8.90MCMECME GROUP INC42%$8.60MCBOECBOE GLOBAL MARKETS INC50%$7.00M

filing - 46 moves · 39 buy-side · 7 sell-side

CompanyChangeValue
GOOGLALPHABET INC0%$588.60MDEDEERE & CO0%$446.40MMSFTMICROSOFT CORP1%$262.40MWSOWATSCO INC4%$249.60MMETAMETA PLATFORMS INC0%$206.90MLPLALPL FINANCIAL HOLDINGS INC1%$204.20MMRSHMARSH & MCLENNAN COMPANIES INC1%$163.70MLOWLOWES COMPANIES INC1%$159.10MNVONOVO NORDISK A S5%$155.90MCATCATERPILLAR INC0%$127.60MFNVFRANCO NEVADA CORP8%$93.40MLINLINDE PLC3%$87.50MADMARCHER-DANIELS-MIDLAND CO1%$83.10MROLROLLINS INC0%$82.90MNSCNORFOLK SOUTHERN CORP3%$60.50MODFLOLD DOMINION FREIGHT LINE INC9%$55.60MTHGHANOVER INSURANCE GROUP INC0%$47.70MAONAON PLC0%$46.30MTSNTYSON FOODS INC2%$45.60MYUMYUM BRANDS INC0%$33.60MNKENIKE INC0%$31.80MFERGFERGUSON ENTERPRISES INC9%$29.30MLMTLOCKHEED MARTIN CORP1%$28.80MABNBAIRBNB INC15%$28.10MHCAHCA HEALTHCARE INC11%$26.40M

filing - 45 moves · 44 buy-side · 1 sell-side

CompanyChangeValue
GOOGLALPHABET INC0%$515.70MDEDEERE & CO0%$411.90MMSFTMICROSOFT CORP1%$196.20MRLIRLI CORP100%$192.40MMRSHMARSH & MCLENNAN COMPANIES INC1%$181.40MLPLALPL FINANCIAL HOLDINGS INC1%$176.40MLOWLOWES COMPANIES INC1%$165.20MMETAMETA PLATFORMS INC1%$161.40MCATCATERPILLAR INC1%$108.20MSCHWSCHWAB CHARLES CORP0%$106.80MNVRNVR INC1%$86.10MLINLINDE PLC8%$84.30MFNVFRANCO NEVADA CORP9%$82.80MDGDOLLAR GENERAL CORP4%$76.40MADMARCHER-DANIELS-MIDLAND CO5%$74.50MSBUXSTARBUCKS CORP1%$61.20MFDXFEDEX CORP3%$51.90MODFLOLD DOMINION FREIGHT LINE INC4%$51.80MAONAON PLC3%$51.70MTHGHANOVER INSURANCE GROUP INC5%$48.70MYUMYUM BRANDS INC10%$35.50MNKENIKE INC3%$28.30MLMTLOCKHEED MARTIN CORP9%$27.50MTMOTHERMO FISHER SCIENTIFIC INC9%$22.40MABNBAIRBNB INC59%$22.00M

filing - 56 moves · 49 buy-side · 7 sell-side

CompanyChangeValue
DEDEERE & CO1%$370.70MWSOWATSCO INC1%$279.80MMSFTMICROSOFT CORP1%$219.00MLPLALPL FINANCIAL HOLDINGS INC2%$173.80MLOWLOWES COMPANIES INC2%$173.10MMETAMETA PLATFORMS INC1%$163.00MMRSHMARSH & MCLENNAN COMPANIES INC2%$156.20MCATCATERPILLAR INC2%$117.80MSCHWSCHWAB CHARLES CORP1%$100.90MNVRNVR INC1%$96.60MADMARCHER-DANIELS-MIDLAND CO1%$74.50MLINLINDE PLC8%$70.30MROLROLLINS INC1%$67.80MDGDOLLAR GENERAL CORP13%$63.40MFDXFEDEX CORP6%$58.10MFNVFRANCO NEVADA CORP40%$56.80MSBUXSTARBUCKS CORP3%$56.30MODFLOLD DOMINION FREIGHT LINE INC2%$53.00MTSNTYSON FOODS INC1%$45.90MAONAON PLC5%$45.30MVRSKVERISK ANALYTICS INC8%$43.00MTHGHANOVER INSURANCE GROUP INC5%$41.30MCMCSACOMCAST CORP11%$36.10MNKENIKE INC1%$32.70MHGTYHAGERTY INC4%$30.00M

filing - 54 moves · 43 buy-side · 11 sell-side

CompanyChangeValue
DEDEERE & CO3%$362.70MWSOWATSCO INC2%$286.50MMSFTMICROSOFT CORP1%$221.60MLOWLOWES COMPANIES INC2%$187.00MMRSHMARSH & MCLENNAN COMPANIES INC2%$161.20MMETAMETA PLATFORMS INC2%$157.60MCATCATERPILLAR INC2%$124.70MLPLALPL FINANCIAL HOLDINGS INC8%$121.10MNVRNVR INC2%$114.80MSCHWSCHWAB CHARLES CORP1%$87.50MLINLINDE PLC8%$73.90MROLROLLINS INC1%$73.50MDGDOLLAR GENERAL CORP6%$62.80MODFLOLD DOMINION FREIGHT LINE INC6%$58.60MSBUXSTARBUCKS CORP6%$58.50MFDXFEDEX CORP8%$53.40MTSNTYSON FOODS INC1%$47.00MFNVFRANCO NEVADA CORP41%$42.90MAONAON PLC5%$41.60MVRSKVERISK ANALYTICS INC8%$38.80MNKENIKE INC10%$37.90MTHGHANOVER INSURANCE GROUP INC6%$37.60M
U10DUNDU10DNew$27.10M
RTXRTX CORPSold$22.50MTMOTHERMO FISHER SCIENTIFIC INC20%$21.90M
Changes are share-count changes vs. the prior quarter