Markel Group Inc.
Tom Gayner · As of Q2 2026 · filed Jul 31, 2026
| GOOG ALPHABET INC-CL C | 7.4% | Held | 2,749,860 | $971.6M |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 6.4% | Held | 1,114 | $834.2M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 5.8% | Held | 1,531,971 | $766.6M |
| DE DEERE & CO | 4.2% | Held | 877,900 | $556.9M |
| BN BROOKFIELD CORP | 4.2% | Held | 13,073,609 | $556.8M |
| AMZN AMAZON.COM INC | 3.7% | Held | 2,030,760 | $484.0M |
| ADI ANALOG DEVICES INC | 3.0% | Reduced −2.3% | 999,671 | $397.0M |
| GS GOLDMAN SACHS GROUP INC | 2.8% | Held | 359,360 | $363.4M |
| AAPL APPLE INC | 2.7% | Held | 1,227,290 | $355.1M |
| CAT CATERPILLAR INC | 2.7% | Held | 328,650 | $350.0M |
| V VISA INC-CLASS A SHARES | 2.6% | Added +1.0% | 1,013,912 | $347.9M |
| HD HOME DEPOT INC | 2.5% | Added +0.3% | 922,500 | $325.3M |
| WSO WATSCO INC | 1.9% | Added +2.7% | 597,750 | $249.1M |
| TXN TEXAS INSTRUMENTS INC | 1.6% | Held | 724,000 | $215.8M |
| BLK BLACKROCK INC | 1.6% | Held | 220,200 | $211.7M |
| GOOGL ALPHABET INC-CL A | 1.6% | Held | 572,000 | $204.4M |
| MSFT MICROSOFT CORP | 1.5% | Held | 537,630 | $200.5M |
| DIS WALT DISNEY CO | 1.5% | Held | 2,031,665 | $195.5M |
| AXP AMERICAN EXPRESS CO | 1.3% | Held | 490,450 | $165.9M |
| LOW LOWE'S COS INC | 1.3% | Added +1.8% | 751,980 | $165.8M |
| PGR PROGRESSIVE CORP | 1.3% | Held | 753,750 | $164.7M |
| FNV FRANCO-NEVADA CORP | 1.2% | Added +9.2% | 773,500 | $161.2M |
| LPLA LPL FINANCIAL HOLDINGS INC | 1.2% | Held | 559,951 | $157.7M |
| JNJ JOHNSON & JOHNSON | 1.2% | Held | 610,800 | $155.1M |
| BX BLACKSTONE INC | 1.1% | Held | 1,229,000 | $144.6M |
| RLI RLI CORP | 1.1% | Held | 2,394,544 | $141.4M |
| GD GENERAL DYNAMICS CORP | 1.1% | Held | 391,000 | $138.5M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 1.0% | Held | 2,869,774 | $137.6M |
| KKR KKR & CO INC | 1.0% | Held | 1,451,800 | $133.2M |
| META META PLATFORMS INC-CLASS A | 1.0% | Reduced −5.7% | 234,163 | $131.9M |
| SCHW SCHWAB (CHARLES) CORP | 1.0% | Added +0.8% | 1,394,800 | $128.7M |
| MRSH MARSH & MCLENNAN COS | 1.0% | Held | 763,500 | $127.3M |
| APO APOLLO GLOBAL MANAGEMENT INC | 0.9% | Held | 1,012,500 | $119.8M |
| ADM ARCHER-DANIELS-MIDLAND CO | 0.9% | Held | 1,505,800 | $115.0M |
| LIN LINDE PLC | 0.9% | Added +5.4% | 215,600 | $111.9M |
| DEO DIAGEO PLC-SPONSORED ADR | 0.8% | Held | 1,372,208 | $110.3M |
| MA MASTERCARD INC - A | 0.8% | Held | 207,540 | $106.6M |
| DG DOLLAR GENERAL CORP | 0.8% | Held | 869,250 | $100.1M |
| BAM BROOKFIELD ASSET MGMT-A | 0.7% | Held | 2,193,953 | $98.4M |
| HEI/A HEICO CORP-CLASS A | 0.7% | Held | 379,644 | $97.9M |
| MCO MOODY'S CORP | 0.7% | Held | 213,890 | $96.9M |
| ODFL OLD DOMINION FREIGHT LINE | 0.7% | Held | 429,150 | $93.0M |
| NSC NORFOLK SOUTHERN CORP | 0.7% | Held | 282,500 | $88.9M |
| ITW ILLINOIS TOOL WORKS | 0.7% | Held | 327,500 | $88.6M |
| JPM JPMORGAN CHASE & CO | 0.6% | Held | 252,550 | $82.7M |
| NVR NVR INC | 0.6% | Added +0.1% | 12,097 | $82.4M |
| MSCI MSCI INC | 0.6% | Held | 142,850 | $80.0M |
| ROK ROCKWELL AUTOMATION INC | 0.6% | Held | 154,900 | $76.7M |
| ECL ECOLAB INC | 0.6% | Held | 274,300 | $76.4M |
| SUNB SUNBELT RENTALS HOLDINGS INC | 0.6% | Added +1.1% | 974,361 | $72.9M |
| SBUX STARBUCKS CORP | 0.5% | Held | 623,818 | $63.7M |
| ROL ROLLINS INC | 0.5% | Added +1.2% | 1,516,525 | $63.3M |
| THG HANOVER INSURANCE GROUP INC/ | 0.5% | Held | 281,000 | $60.2M |
| ITIC INVESTORS TITLE CO | 0.4% | Held | 213,300 | $58.4M |
| CG CARLYLE GROUP INC | 0.4% | Held | 1,327,000 | $55.9M |
| TSN TYSON FOODS INC-CL A | 0.4% | Added +2.7% | 913,500 | $52.3M |
| SPGI S&P GLOBAL INC | 0.4% | Held | 117,690 | $47.9M |
| AON AON PLC-CLASS A | 0.3% | Held | 135,800 | $45.0M |
| UNP UNION PACIFIC CORP | 0.3% | Added +7.2% | 161,028 | $43.8M |
| FERG FERGUSON ENTERPRISES INC | 0.3% | Added +5.6% | 180,200 | $42.8M |
| RTX RTX CORP | 0.3% | Held | 224,000 | $42.5M |
| CSCO CISCO SYSTEMS INC | 0.3% | Held | 355,500 | $41.8M |
| MELI MERCADOLIBRE INC | 0.3% | Added +340.4% | 24,000 | $40.7M |
| YUM YUM! BRANDS INC | 0.3% | Held | 245,213 | $39.2M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.3% | Added +6.1% | 99,500 | $36.9M |
| ALL ALLSTATE CORP | 0.3% | Held | 154,550 | $36.8M |
| TMO THERMO FISHER SCIENTIFIC INC | 0.3% | Added +8.9% | 73,100 | $36.6M |
| COST COSTCO WHOLESALE CORP | 0.3% | Held | 39,150 | $36.6M |
| HGTY HAGERTY INC-A | 0.3% | Held | 3,108,000 | $35.9M |
| TROW T ROWE PRICE GROUP INC | 0.3% | Held | 314,000 | $35.7M |
| URI UNITED RENTALS INC | 0.3% | Held | 31,150 | $35.3M |
| ABNB AIRBNB INC-CLASS A | 0.3% | Held | 242,389 | $34.7M |
| LMT LOCKHEED MARTIN CORP | 0.3% | Held | 65,213 | $33.2M |
| HCA HCA HEALTHCARE INC | 0.3% | Added +2.3% | 84,366 | $32.9M |
| SHW SHERWIN-WILLIAMS CO | 0.2% | Held | 94,172 | $32.4M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.2% | Held | 135,376 | $31.1M |
| LAMR LAMAR ADVERTISING CO-A | 0.2% | Held | 193,000 | $30.1M |
| VRSK VERISK ANALYTICS INC | 0.2% | Held | 155,950 | $28.0M |
| CSX CSX CORP | 0.2% | Added +10.3% | 584,500 | $27.8M |
| AMAT APPLIED MATERIALS INC | 0.2% | Held | 36,350 | $26.3M |
| APD AIR PRODUCTS & CHEMICALS INC | 0.2% | Added +17.2% | 88,500 | $25.9M |
| FIX COMFORT SYSTEMS USA INC | 0.2% | Held | 13,000 | $25.8M |
| CCK CROWN HOLDINGS INC | 0.2% | Held | 220,000 | $24.6M |
| BF/A BROWN-FORMAN CORP-CLASS A | 0.2% | Held | 843,000 | $23.1M |
| RNR RENAISSANCERE HOLDINGS LTD | 0.2% | Held | 70,000 | $22.2M |
| EPD ENTERPRISE PRODUCTS PARTNERS | 0.2% | Added +181.7% | 569,000 | $20.9M |
| PM PHILIP MORRIS INTERNATIONAL | 0.2% | Held | 114,500 | $20.7M |
| ACN ACCENTURE PLC-CL A | 0.2% | Held | 159,400 | $19.8M |
| CMCSA COMCAST CORP-CLASS A | 0.1% | Reduced −16.6% | 802,074 | $19.7M |
| HXL HEXCEL CORP | 0.1% | Held | 189,000 | $18.9M |
| NKE NIKE INC -CL B | 0.1% | Held | 447,400 | $18.4M |
| COF CAPITAL ONE FINANCIAL CORP | 0.1% | Held | 91,000 | $18.3M |
| BNY BANK OF NEW YORK MELLON CORP | 0.1% | Held | 124,500 | $18.0M |
| CARR CARRIER GLOBAL CORP | 0.1% | Held | 235,000 | $17.2M |
| WFC WELLS FARGO & CO | 0.1% | Held | 204,450 | $16.9M |
| SEIC SEI INVESTMENTS COMPANY | 0.1% | Held | 173,200 | $15.2M |
| PAYX PAYCHEX INC | 0.1% | Held | 150,000 | $14.7M |
| HSY HERSHEY CO | 0.1% | Held | 75,000 | $13.2M |
| PEP PEPSICO INC | 0.1% | Held | 96,210 | $13.0M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.1% | Held | 474,187 | $12.6M |
| SPOT SPOTIFY TECHNOLOGY SA | 0.1% | Held | 25,900 | $11.9M |
| SHOP SHOPIFY INC - CLASS A | 0.1% | Held | 102,750 | $11.7M |
| EFX EQUIFAX INC | 0.1% | Held | 72,850 | $11.6M |
| CME CME GROUP INC | 0.1% | Held | 49,750 | $11.0M |
| CBOE CBOE GLOBAL MARKETS INC | 0.1% | Held | 43,700 | $10.6M |
| UBER UBER TECHNOLOGIES INC | 0.1% | Held | 142,500 | $10.3M |
| OTIS OTIS WORLDWIDE CORP | 0.1% | Added +16.6% | 133,620 | $9.6M |
| IQV IQVIA HOLDINGS INC | 0.1% | Held | 46,900 | $9.1M |
| HII HUNTINGTON INGALLS INDUSTRIE | 0.1% | Held | 27,500 | $7.7M |
| EXMOC EXXON MOBIL CORP | 0.1% | Added +19.4% | 56,100 | $7.7M |
| NSP INSPERITY INC | 0.1% | Held | 181,336 | $7.5M |
| KMX CARMAX INC | 0.1% | Held | 136,500 | $7.2M |
| SONY SONY GROUP CORP - SP ADR | 0.1% | Held | 335,000 | $6.7M |
| CNI CANADIAN NATL RAILWAY CO | 0.0% | Held | 53,500 | $6.4M |
| CP CANADIAN PACIFIC KANSAS CITY | 0.0% | Added +22.7% | 73,000 | $6.3M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.0% | Held | 5,200 | $5.9M |
| EMN EASTMAN CHEMICAL CO | 0.0% | Held | 74,950 | $5.0M |
| ZTS ZOETIS INC | 0.0% | New | 66,195 | $4.8M |
| BC BRUNSWICK CORP | 0.0% | Held | 51,250 | $4.3M |
| WRB WR BERKLEY CORP | 0.0% | Held | 60,750 | $4.3M |
| MGM MGM RESORTS INTERNATIONAL | 0.0% | Held | 87,500 | $4.2M |
| AYI ACUITY INC | 0.0% | Held | 9,750 | $3.7M |
| ICE INTERCONTINENTAL EXCHANGE IN | 0.0% | Held | 28,870 | $3.6M |
| EXP EAGLE MATERIALS INC | 0.0% | Held | 14,750 | $3.3M |
| WY WEYERHAEUSER CO | 0.0% | Added +585.7% | 120,000 | $2.9M |
| NFLX NETFLIX INC | 0.0% | New | 40,000 | $2.9M |
| SYY SYSCO CORP | 0.0% | Held | 30,500 | $2.5M |
| DPZ DOMINO'S PIZZA INC | 0.0% | Held | 5,500 | $1.6M |
| BRO BROWN & BROWN INC | 0.0% | Held | 14,000 | $898K |
| UFPI UFP INDUSTRIES INC | 0.0% | New | 4,000 | $363K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| SMG SCOTTS MIRACLE-GRO CO | 168,000 | $10.2M |
| UNH UNITEDHEALTH GROUP INC | 18,700 | $5.1M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.