Wednesday, October 28, 2026
Data from SEC filings, checked daily
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Tom Gayner13F · Q2 2026

Markel Group Portfolio and 13F Holdings

As of Jun 30, 2026, filed Jul 31, 2026. The top 10 positions make up 42.9% of the reported portfolio.

$13.1BReported value
130Holdings
3New positions
2Positions closed

Holdings

#StockClassSharesValue% of totalvs. Q1 2026
1GOOG ALPHABET INCCAP STK CL C2,749,860$971.6M7.40%No change
2 BERKSHIRE HATHAWAY INC DELCL A1,114$834.2M6.35%No change
3BRKB BERKSHIRE HATHAWAY INC DELCL B NEW1,531,971$766.6M5.84%No change
4DE DEERE & COCOM877,900$556.9M4.24%No change
5BN BROOKFIELD CORPCL A LTD VT SH13,073,609$556.8M4.24%No change
6AMZN AMAZON COM INCCOM2,030,760$484.0M3.69%No change
7ADI ANALOG DEVICES INCCOM999,671$397.0M3.02%▼ −2.3%
8GS GOLDMAN SACHS GROUP INCCOM359,360$363.4M2.77%No change
9AAPL APPLE INCCOM1,227,290$355.1M2.70%No change
10CAT CATERPILLAR INCCOM328,650$350.0M2.67%No change
11V VISA INCCOM CL A1,013,912$347.9M2.65%▲ +1.0%
12HD HOME DEPOT INCCOM922,500$325.3M2.48%▲ +0.3%
13WSO WATSCO INCCOM597,750$249.1M1.90%▲ +2.7%
14TXN TEXAS INSTRS INCCOM724,000$215.8M1.64%No change
15BLK BLACKROCK INCCOM220,200$211.7M1.61%No change
16GOOGL ALPHABET INCCAP STK CL A572,000$204.4M1.56%No change
17MSFT MICROSOFT CORPCOM537,630$200.5M1.53%No change
18DIS DISNEY WALT COCOM2,031,665$195.5M1.49%No change
19AXP AMERICAN EXPRESS COCOM490,450$165.9M1.26%No change
20LOW LOWES COS INCCOM751,980$165.8M1.26%▲ +1.8%
21PGR PROGRESSIVE CORPCOM753,750$164.7M1.25%No change
22FNV FRANCO NEV CORPCOM773,500$161.2M1.23%▲ +9.2%
23LPLA LPL FINL HLDGS INCCOM559,951$157.7M1.20%No change
24JNJ JOHNSON & JOHNSONCOM610,800$155.1M1.18%No change
25BX BLACKSTONE INCCOM1,229,000$144.6M1.10%No change
26RLI RLI CORPCOM2,394,544$141.4M1.08%No change
27GD GENERAL DYNAMICS CORPCOM391,000$138.5M1.05%No change
28NVO NOVO-NORDISK A SADR2,869,774$137.6M1.05%No change
29KKR KKR & CO INCCOM1,451,800$133.2M1.01%No change
30META META PLATFORMS INCCL A234,163$131.9M1.00%▼ −5.7%
31SCHW SCHWAB CHARLES CORPCOM1,394,800$128.7M0.98%▲ +0.8%
32MRSH MARSH & MCLENNAN COS INCCOM763,500$127.3M0.97%No change
33APO APOLLO GLOBAL MGMT INCCOM1,012,500$119.8M0.91%No change
34ADM ARCHER DANIELS MIDLAND COCOM1,505,800$115.0M0.88%No change
35LIN LINDE PLCSHS215,600$111.9M0.85%▲ +5.4%
36DEO DIAGEO PLCSPON ADR NEW1,372,208$110.3M0.84%No change
37MA MASTERCARD INCORPORATEDCL A207,540$106.6M0.81%No change
38DG DOLLAR GEN CORPCOM869,250$100.1M0.76%No change
39BAM BROOKFIELD ASSET MANAGMT LTDCL A LMT VTG SHS2,193,953$98.4M0.75%No change
40HEIA HEICO CORP NEWCL A379,644$97.9M0.75%No change
41MCO MOODYS CORPCOM213,890$96.9M0.74%No change
42ODFL OLD DOMINION FREIGHT LINE INCOM429,150$93.0M0.71%No change
43NSC NORFOLK SOUTHN CORPCOM282,500$88.9M0.68%No change
44ITW ILLINOIS TOOL WKS INCCOM327,500$88.6M0.67%No change
45JPM JPMORGAN CHASE & COCOM252,550$82.7M0.63%No change
46NVR NVR INCCOM12,097$82.4M0.63%▲ +0.1%
47MSCI MSCI INCCOM142,850$80.0M0.61%No change
48ROK ROCKWELL AUTOMATION INCCOM154,900$76.7M0.58%No change
49ECL ECOLAB INCCOM274,300$76.4M0.58%No change
50SUNB SUNBELT RENTALS HOLDINGS INCSHS974,361$72.9M0.56%▲ +1.1%
51SBUX STARBUCKS CORPCOM623,818$63.7M0.49%No change
52ROL ROLLINS INCCOM1,516,525$63.3M0.48%▲ +1.2%
53THG HANOVER INS GROUP INCCOM281,000$60.2M0.46%No change
54ITIC INVESTORS TITLE CO NCCOM213,300$58.4M0.44%No change
55CG CARLYLE GROUP INCCOM1,327,000$55.9M0.43%No change
56TSN TYSON FOODS INCCL A913,500$52.3M0.40%▲ +2.7%
57SPGI S&P GLOBAL INCCOM117,690$47.9M0.37%No change
58AON AON PLCSHS CL A135,800$45.0M0.34%No change
59UNP UNION PAC CORPCOM161,028$43.8M0.33%▲ +7.2%
60FERG FERGUSON ENTERPRISES INCCOMMON STOCK NEW180,200$42.8M0.33%▲ +5.6%
61RTX RTX CORPORATIONCOM224,000$42.5M0.32%No change
62CSCO CISCO SYS INCCOM355,500$41.8M0.32%No change
63MELI MERCADOLIBRE INCCOM24,000$40.7M0.31%▲ +340.4%
64YUM YUM BRANDS INCCOM245,213$39.2M0.30%No change
65MAR MARRIOTT INTL INC NEWCL A99,500$36.9M0.28%▲ +6.1%
66ALL ALLSTATE CORPCOM154,550$36.8M0.28%No change
67TMO THERMO FISHER SCIENTIFIC INCCOM73,100$36.6M0.28%▲ +8.9%
68COST COSTCO WHOLESALE CORPORATIONCOM39,150$36.6M0.28%No change
69HGTY HAGERTY INCCL A COM3,108,000$35.9M0.27%No change
70TROW PRICE T ROWE GROUP INCCOM314,000$35.7M0.27%No change
71URI UNITED RENTALS INCCOM31,150$35.3M0.27%No change
72ABNB AIRBNB INCCOM CL A242,389$34.7M0.26%No change
73LMT LOCKHEED MARTIN CORPCOM65,213$33.2M0.25%No change
74HCA HCA HEALTHCARE INCCOM84,366$32.9M0.25%▲ +2.3%
75SHW SHERWIN WILLIAMS COCOM94,172$32.4M0.25%No change
76FDS FACTSET RESH SYS INCCOM135,376$31.1M0.24%No change
77LAMR LAMAR ADVERTISING COCL A193,000$30.1M0.23%No change
78VRSK VERISK ANALYTICS INCCOM155,950$28.0M0.21%No change
79CSX CSX CORPCOM584,500$27.8M0.21%▲ +10.3%
80AMAT APPLIED MATLS INCCOM36,350$26.3M0.20%No change
81APD AIR PRODUCTS AND CHEMICALS ICOM88,500$25.9M0.20%▲ +17.2%
82FIX COMFORT SYS USA INCCOM13,000$25.8M0.20%No change
83CCK CROWN HLDGS INCCOM220,000$24.6M0.19%No change
84BFA BROWN FORMAN CORPCL A843,000$23.1M0.18%No change
85RNR RENAISSANCERE HLDGS LTDCOM70,000$22.2M0.17%No change
86EPD ENTERPRISE PRODS PARTNERS LCOM569,000$20.9M0.16%▲ +181.7%
87PM PHILIP MORRIS INTL INCCOM114,500$20.7M0.16%No change
88ACN ACCENTURE PLC IRELANDSHS CLASS A159,400$19.8M0.15%No change
89CMCSA COMCAST CORP NEWCL A802,074$19.7M0.15%▼ −16.6%
90HXL HEXCEL CORP NEWCOM189,000$18.9M0.14%No change
91NKE NIKE INCCL B447,400$18.4M0.14%No change
92COF CAPITAL ONE FINL CORPCOM91,000$18.3M0.14%No change
93BNY BANK NEW YORK MELLON CORPCOM124,500$18.0M0.14%No change
94CARR CARRIER GLOBAL CORPORATIONCOM235,000$17.2M0.13%No change
95WFC WELLS FARGO & COCOM204,450$16.9M0.13%No change
96SEIC SEI INVTS COCOM173,200$15.2M0.12%No change
97PAYX PAYCHEX INCCOM150,000$14.7M0.11%No change
98HSY HERSHEY COCOM75,000$13.2M0.10%No change
99PEP PEPSICO INCCOM96,210$13.0M0.10%No change
100BFB BROWN FORMAN CORPCL B474,187$12.6M0.10%No change
101SPOT SPOTIFY TECHNOLOGY S ASHS25,900$11.9M0.09%No change
102SHOP SHOPIFY INCCL A SUB VTG SHS102,750$11.7M0.09%No change
103EFX EQUIFAX INCCOM72,850$11.6M0.09%No change
104CME CME GROUP INCCOM49,750$11.0M0.08%No change
105CBOE CBOE GLOBAL MKTS INCCOM43,700$10.6M0.08%No change
106UBER UBER TECHNOLOGIES INCCOM142,500$10.3M0.08%No change
107OTIS OTIS WORLDWIDE CORPCOM133,620$9.57M0.07%▲ +16.6%
108IQV IQVIA HLDGS INCCOM46,900$9.06M0.07%No change
109HII HUNTINGTON INGALLS INDS INCCOM27,500$7.70M0.06%No change
110XOM EXXON MOBIL CORPCOM56,100$7.67M0.06%▲ +19.4%
111NSP INSPERITY INCCOM181,336$7.49M0.06%No change
112KMX CARMAX INCCOM136,500$7.22M0.05%No change
113SONY SONY GROUP CORPSPONSORED ADR335,000$6.72M0.05%No change
114CNI CANADIAN NATL RY COCOM53,500$6.38M0.05%No change
115CP CANADIAN PACIFIC KANSAS CITYCOM73,000$6.33M0.05%▲ +22.7%
116GHC GRAHAM HLDGS COCOM CL B5,200$5.94M0.05%No change
117EMN EASTMAN CHEM COCOM74,950$5.02M0.04%No change
118ZTS ZOETIS INCCL A66,195$4.76M0.04%▲ New
119BC BRUNSWICK CORPCOM51,250$4.32M0.03%No change
120WRB BERKLEY W R CORPCOM60,750$4.28M0.03%No change
121MGM MGM RESORTS INTERNATIONALCOM87,500$4.18M0.03%No change
122AYI ACUITY INCCOM9,750$3.67M0.03%No change
123ICE INTERCONTINENTAL EXCHANGE INCOM28,870$3.55M0.03%No change
124EXP EAGLE MATLS INCCOM14,750$3.32M0.03%No change
125WY WEYERHAEUSER COCOM NEW120,000$2.87M0.02%▲ +585.7%
126NFLX NETFLIX INC.COM40,000$2.86M0.02%▲ New
127SYY SYSCO CORPCOM30,500$2.55M0.02%No change
128DPZ DOMINOS PIZZA INCCOM5,500$1.63M0.01%No change
129BRO BROWN & BROWN INCCOM14,000$898K0.01%No change
130UFPI UFP INDUSTRIES INCCOM4,000$363K0.00%▲ New
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Closed since Q1 2026

StockShares last quarterValue last quarter
SMG SCOTTS MIRACLE-GRO CO168,000$10.2M
UNH UNITEDHEALTH GROUP INC18,700$5.06M
Source: SEC Form 13F-HR, accession 0001096343-26-000065, retrieved Oct 28, 2026. How we read filings

View this filing on SEC.gov ↗

A 13F shows long U.S. stock positions at quarter end only. It leaves out shorts, cash, bonds, most non-U.S. holdings and anything bought or sold since. Positions in listed options are not included in this table. What a 13F can't tell you →