Markel Group Inc.
Tom Gayner · As of Q3 2026 · filed Oct 30, 2026
| GOOG ALPHABET INC-CL C | 7.3% | Held | 2,749,860 | $937.0M |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | 6.5% | Held | 1,114 | $832.2M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 5.9% | Held | 1,531,971 | $762.8M |
| DE DEERE & CO | 4.5% | Reduced −1.9% | 861,150 | $578.3M |
| AMZN AMAZON.COM INC | 3.9% | Held | 2,030,760 | $506.0M |
| BN BROOKFIELD CORP | 3.7% | Held | 13,073,609 | $476.7M |
| AAPL APPLE INC | 3.2% | Held | 1,227,290 | $408.7M |
| ADI ANALOG DEVICES INC | 3.1% | Held | 999,671 | $396.6M |
| V VISA INC-CLASS A SHARES | 2.8% | Held | 1,013,912 | $364.3M |
| GS GOLDMAN SACHS GROUP INC | 2.5% | Held | 359,360 | $323.6M |
| MSFT MICROSOFT CORP | 2.1% | Held | 537,630 | $275.8M |
| CAT CATERPILLAR INC | 2.1% | Held | 328,650 | $266.5M |
| HD HOME DEPOT INC | 2.1% | Added +1.0% | 932,000 | $265.1M |
| BLK BLACKROCK INC | 1.8% | Held | 220,200 | $233.0M |
| DIS WALT DISNEY CO | 1.7% | Added +0.4% | 2,039,165 | $213.9M |
| TXN TEXAS INSTRUMENTS INC | 1.6% | Held | 724,000 | $202.8M |
| WSO WATSCO INC | 1.5% | Added +4.2% | 623,010 | $188.6M |
| FNV FRANCO-NEVADA CORP | 1.5% | Added +1.7% | 787,000 | $187.4M |
| GOOGL ALPHABET INC-CL A | 1.4% | Reduced −9.1% | 519,975 | $178.9M |
| LPLA LPL FINANCIAL HOLDINGS INC | 1.3% | Added +1.1% | 566,132 | $173.1M |
| JNJ JOHNSON & JOHNSON | 1.3% | Held | 610,800 | $161.7M |
| PGR PROGRESSIVE CORP | 1.2% | Held | 753,750 | $156.3M |
| META META PLATFORMS INC-CLASS A | 1.2% | Reduced −10.7% | 209,163 | $151.7M |
| AXP AMERICAN EXPRESS CO | 1.2% | Held | 490,450 | $149.1M |
| LOW LOWE'S COS INC | 1.1% | Added +1.3% | 761,480 | $140.3M |
| BX BLACKSTONE INC | 1.1% | Held | 1,229,000 | $137.8M |
| SCHW SCHWAB (CHARLES) CORP | 1.1% | Held | 1,394,800 | $136.3M |
| RLI RLI CORP | 1.0% | Added +1.1% | 2,421,922 | $134.0M |
| KKR KKR & CO INC | 1.0% | Held | 1,451,800 | $132.5M |
| MRSH MARSH & MCLENNAN COS | 1.0% | Held | 763,500 | $130.4M |
| GD GENERAL DYNAMICS CORP | 1.0% | Held | 391,000 | $129.7M |
| ADM ARCHER-DANIELS-MIDLAND CO | 0.9% | Held | 1,505,800 | $119.5M |
| APO APOLLO GLOBAL MANAGEMENT INC | 0.9% | Held | 1,012,500 | $117.5M |
| DEO DIAGEO PLC-SPONSORED ADR | 0.9% | Held | 1,372,208 | $117.5M |
| MA MASTERCARD INC - A | 0.9% | Held | 207,540 | $114.5M |
| NVO NOVO-NORDISK A/S-SPONS ADR | 0.8% | Held | 2,869,774 | $108.8M |
| LIN LINDE PLC | 0.8% | Added +2.3% | 220,600 | $104.7M |
| DG DOLLAR GENERAL CORP | 0.8% | Held | 869,250 | $103.9M |
| MCO MOODY'S CORP | 0.8% | Held | 213,890 | $97.1M |
| BAM BROOKFIELD ASSET MGMT-A | 0.8% | Reduced −0.9% | 2,173,953 | $96.9M |
| NSC NORFOLK SOUTHERN CORP | 0.7% | Held | 282,500 | $87.3M |
| HEI/A HEICO CORP-CLASS A | 0.7% | Held | 379,644 | $86.7M |
| ITW ILLINOIS TOOL WORKS | 0.7% | Held | 327,500 | $84.3M |
| JPM JPMORGAN CHASE & CO | 0.7% | Held | 252,550 | $83.6M |
| MSCI MSCI INC | 0.6% | Held | 142,850 | $76.9M |
| ECL ECOLAB INC | 0.6% | Held | 274,300 | $75.3M |
| NVR NVR INC | 0.6% | Added +0.6% | 12,167 | $74.9M |
| ODFL OLD DOMINION FREIGHT LINE | 0.6% | Held | 429,150 | $74.6M |
| SUNB SUNBELT RENTALS HOLDINGS INC | 0.6% | Added +0.9% | 983,207 | $72.0M |
| ROK ROCKWELL AUTOMATION INC | 0.5% | Held | 154,900 | $67.4M |
| ITIC INVESTORS TITLE CO | 0.5% | Held | 213,300 | $60.3M |
| THG HANOVER INSURANCE GROUP INC/ | 0.5% | Held | 281,000 | $60.2M |
| SBUX STARBUCKS CORP | 0.5% | Held | 623,818 | $58.6M |
| CG CARLYLE GROUP INC | 0.4% | Held | 1,327,000 | $52.6M |
| TMO THERMO FISHER SCIENTIFIC INC | 0.4% | Added +1.4% | 74,100 | $50.0M |
| ROL ROLLINS INC | 0.4% | Added +4.3% | 1,581,025 | $47.6M |
| SPGI S&P GLOBAL INC | 0.4% | Held | 117,690 | $46.4M |
| TSN TYSON FOODS INC-CL A | 0.4% | Held | 913,500 | $46.2M |
| UNP UNION PACIFIC CORP | 0.4% | Added +3.1% | 166,028 | $45.2M |
| HGTY HAGERTY INC-A | 0.3% | Held | 3,108,000 | $41.8M |
| MELI MERCADOLIBRE INC | 0.3% | Added +0.8% | 24,200 | $41.8M |
| RTX RTX CORP | 0.3% | Held | 224,000 | $41.6M |
| FERG FERGUSON ENTERPRISES INC | 0.3% | Added +2.2% | 184,200 | $41.0M |
| CSCO CISCO SYSTEMS INC | 0.3% | Held | 355,500 | $38.3M |
| AON AON PLC-CLASS A | 0.3% | Held | 135,800 | $37.6M |
| FDS FACTSET RESEARCH SYSTEMS INC | 0.3% | Held | 135,376 | $36.5M |
| HCA HCA HEALTHCARE INC | 0.3% | Added +0.7% | 84,972 | $36.3M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.3% | Added +0.3% | 99,750 | $35.5M |
| ALL ALLSTATE CORP | 0.3% | Held | 154,550 | $34.3M |
| LMT LOCKHEED MARTIN CORP | 0.3% | Held | 65,213 | $33.2M |
| TROW T ROWE PRICE GROUP INC | 0.3% | Held | 314,000 | $32.7M |
| URI UNITED RENTALS INC | 0.2% | Held | 31,150 | $31.2M |
| COST COSTCO WHOLESALE CORP | 0.2% | Reduced −13.8% | 33,748 | $30.7M |
| SHW SHERWIN-WILLIAMS CO | 0.2% | Held | 94,172 | $30.4M |
| ZTS ZOETIS INC | 0.2% | Added +542.5% | 425,296 | $29.7M |
| ACN ACCENTURE PLC-CL A | 0.2% | Held | 159,400 | $29.2M |
| LAMR LAMAR ADVERTISING CO-A | 0.2% | Held | 193,000 | $27.8M |
| CSX CSX CORP | 0.2% | Added +2.2% | 597,500 | $27.8M |
| VRSK VERISK ANALYTICS INC | 0.2% | Held | 155,950 | $26.2M |
| APD AIR PRODUCTS & CHEMICALS INC | 0.2% | Added +4.8% | 92,750 | $25.8M |
| CCK CROWN HOLDINGS INC | 0.2% | Held | 220,000 | $23.2M |
| BF/A BROWN-FORMAN CORP-CLASS A | 0.2% | Held | 843,000 | $22.6M |
| RNR RENAISSANCERE HOLDINGS LTD | 0.2% | Held | 70,000 | $22.3M |
| PM PHILIP MORRIS INTERNATIONAL | 0.2% | Held | 114,500 | $21.8M |
| EPD ENTERPRISE PRODUCTS PARTNERS | 0.2% | Added +7.6% | 612,000 | $21.8M |
| FIX COMFORT SYSTEMS USA INC | 0.2% | Held | 13,000 | $21.5M |
| YUM YUM! BRANDS INC | 0.2% | Reduced −42.1% | 142,059 | $19.4M |
| AMAT APPLIED MATERIALS INC | 0.1% | Held | 36,350 | $18.6M |
| BNY BANK OF NEW YORK MELLON CORP | 0.1% | Held | 124,500 | $18.0M |
| SEIC SEI INVESTMENTS COMPANY | 0.1% | Held | 173,200 | $17.8M |
| COF CAPITAL ONE FINANCIAL CORP | 0.1% | Held | 91,000 | $17.6M |
| WFC WELLS FARGO & CO | 0.1% | Held | 204,450 | $16.4M |
| HXL HEXCEL CORP | 0.1% | Held | 189,000 | $15.9M |
| NKE NIKE INC -CL B | 0.1% | Held | 447,400 | $15.8M |
| SHOP SHOPIFY INC - CLASS A | 0.1% | Held | 102,750 | $15.2M |
| PAYX PAYCHEX INC | 0.1% | Held | 150,000 | $14.8M |
| CARR CARRIER GLOBAL CORP | 0.1% | Added +2.1% | 240,000 | $13.2M |
| CME CME GROUP INC | 0.1% | Held | 49,750 | $13.0M |
| SPOT SPOTIFY TECHNOLOGY SA | 0.1% | Held | 25,900 | $12.6M |
| IQV IQVIA HOLDINGS INC | 0.1% | Held | 46,900 | $12.6M |
| BF/B BROWN-FORMAN CORP-CLASS B | 0.1% | Held | 474,187 | $12.4M |
| PEP PEPSICO INC | 0.1% | Held | 96,210 | $12.2M |
| CBOE CBOE GLOBAL MARKETS INC | 0.1% | Held | 43,700 | $12.0M |
| HSY HERSHEY CO | 0.1% | Held | 75,000 | $11.8M |
| ABNB AIRBNB INC-CLASS A | 0.1% | Reduced −69.7% | 73,355 | $11.8M |
| EFX EQUIFAX INC | 0.1% | Held | 72,850 | $10.0M |
| XOM EXXONMOBIL HOLDINGS CORP | 0.1% | New | 60,400 | $9.8M |
| UBER UBER TECHNOLOGIES INC | 0.1% | Held | 142,500 | $9.8M |
| OTIS OTIS WORLDWIDE CORP | 0.1% | Added +9.0% | 145,620 | $9.4M |
| NSP INSPERITY INC | 0.1% | Held | 181,336 | $8.4M |
| SONY SONY GROUP CORP - SP ADR | 0.1% | Held | 335,000 | $7.9M |
| KMX CARMAX INC | 0.1% | Held | 136,500 | $7.5M |
| HII HUNTINGTON INGALLS INDUSTRIE | 0.1% | Held | 27,500 | $7.3M |
| CP CANADIAN PACIFIC KANSAS CITY | 0.1% | Added +8.9% | 79,500 | $6.8M |
| CNI CANADIAN NATL RAILWAY CO | 0.0% | Held | 53,500 | $6.4M |
| CMCSA COMCAST CORP-CLASS A | 0.0% | Reduced −64.1% | 288,334 | $6.3M |
| GHC GRAHAM HOLDINGS CO-CLASS B | 0.0% | Held | 5,200 | $5.9M |
| EMN EASTMAN CHEMICAL CO | 0.0% | Held | 74,950 | $4.9M |
| NFLX NETFLIX INC | 0.0% | Added +68.8% | 67,500 | $4.7M |
| ICE INTERCONTINENTAL EXCHANGE IN | 0.0% | Held | 28,870 | $4.4M |
| WRB WR BERKLEY CORP | 0.0% | Held | 60,750 | $4.1M |
| WY WEYERHAEUSER CO | 0.0% | Added +68.3% | 202,000 | $3.8M |
| BC BRUNSWICK CORP | 0.0% | Held | 51,250 | $3.3M |
| AYI ACUITY INC | 0.0% | Held | 9,750 | $3.0M |
| MGM MGM RESORTS INTERNATIONAL | 0.0% | Held | 87,500 | $2.7M |
| EXP EAGLE MATERIALS INC | 0.0% | Held | 14,750 | $2.5M |
| SYY SYSCO CORP | 0.0% | Held | 30,500 | $2.4M |
| ZBRA ZEBRA TECHNOLOGIES CORP-CL A | 0.0% | New | 6,300 | $2.4M |
| MBGL MOBILITY GLOBAL INC | 0.0% | New | 117,690 | $2.0M |
| SLAB SILICON LABORATORIES INC | 0.0% | New | 8,292 | $1.8M |
| TYL TYLER TECHNOLOGIES INC | 0.0% | New | 5,400 | $1.7M |
| VGZ VISTA GOLD CORP | 0.0% | New | 615,000 | $1.7M |
| DPZ DOMINO'S PIZZA INC | 0.0% | Held | 5,500 | $1.6M |
| WSC WILLSCOT HOLDINGS CORP | 0.0% | New | 90,000 | $1.5M |
| XPO XPO INC | 0.0% | New | 8,674 | $1.5M |
| XYL XYLEM INC | 0.0% | New | 12,283 | $1.2M |
| WTS WATTS WATER TECHNOLOGIES-A | 0.0% | New | 3,377 | $1.2M |
| UFPI UFP INDUSTRIES INC | 0.0% | Added +250.0% | 14,000 | $1.1M |
| VVV VALVOLINE INC | 0.0% | New | 33,760 | $1.0M |
| XPEL XPEL INC | 0.0% | New | 20,872 | $922K |
| TOST TOAST INC-CLASS A | 0.0% | New | 27,000 | $783K |
| XRN CHIRON REAL ESTATE INC | 0.0% | New | 21,631 | $752K |
| SITE SITEONE LANDSCAPE SUPPLY INC | 0.0% | New | 7,956 | $719K |
| CPRT COPART INC | 0.0% | New | 10,000 | $273K |
| VMC VULCAN MATERIALS CO | 0.0% | New | 958 | $234K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| EXMOC EXXON MOBIL CORP | 56,100 | $7.7M |
| BRO BROWN & BROWN INC | 14,000 | $898K |
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.