Tom Gayner – Markel Group Inc
- Period:
- Q1 2026
- Portfolio date:
- Mar 31, 2026
- No. of stocks:
- 126
- Portfolio value:
- $11,938,877,000
- Filed:
- May 1, 2026
- Style:
- Insurance / Compounder
| Stock | Issuer | % of Portfolio | Recent Activity | Shares | Price | Value ▼ |
|---|---|---|---|---|---|---|
| BRK.Bhist | BERKSHIRE HATHAWAY INC DEL | 12.85 | — | 1,533,085 | $1000.68 | $1.53B |
| GOOGhist | ALPHABET INC | 6.61 | — | 2,749,860 | $286.86 | $788.82M |
| BNhist | BROOKFIELD CORP | 5.25 | Add 17.00% | 15,267,562 | $41.04 | $626.61M |
| DEhist | DEERE & CO | 4.14 | — | 877,900 | $563.30 | $494.52M |
| AMZNhist | AMAZON COM INC | 3.54 | — | 2,030,760 | $208.27 | $422.95M |
| ADIhist | ANALOG DEVICES INC | 2.73 | — | 1,023,245 | $318.14 | $325.54M |
| AAPLhist | APPLE INC | 2.61 | — | 1,227,290 | $253.79 | $311.47M |
| GShist | GOLDMAN SACHS GROUP INC | 2.55 | — | 359,360 | $845.99 | $304.01M |
| Vhist | VISA INC | 2.54 | Add 1.00% | 1,004,331 | $302.24 | $303.55M |
| HDhist | HOME DEPOT INC | 2.53 | — | 920,000 | $328.89 | $302.58M |
| CAThist | CATERPILLAR INC | 1.95 | — | 328,650 | $708.46 | $232.84M |
| WSOhist | WATSCO INC | 1.77 | Add 1.00% | 582,169 | $363.79 | $211.79M |
| BLKhist | BLACKROCK INC | 1.77 | — | 220,200 | $961.71 | $211.77M |
| MSFThist | MICROSOFT CORP | 1.67 | — | 537,630 | $370.17 | $199.01M |
| DIShist | DISNEY WALT CO | 1.64 | — | 2,031,665 | $96.38 | $195.81M |
| FNVhist | FRANCO NEV CORP | 1.47 | Add 4.00% | 708,500 | $247.05 | $175.03M |
| LOWhist | LOWES COS INC | 1.46 | Add 1.00% | 738,480 | $236.28 | $174.49M |
| LPLAhist | LPL FINL HLDGS INC | 1.41 | — | 559,951 | $300.83 | $168.45M |
| GOOGLhist | ALPHABET INC | 1.38 | — | 572,000 | $287.56 | $164.48M |
| PGRhist | PROGRESSIVE CORP | 1.25 | — | 753,750 | $198.24 | $149.42M |
| JNJhist | JOHNSON & JOHNSON | 1.25 | — | 610,800 | $244.44 | $149.30M |
| AXPhist | AMERICAN EXPRESS CO | 1.24 | — | 490,450 | $302.48 | $148.35M |
| METAhist | META PLATFORMS INC | 1.19 | — | 248,303 | $572.13 | $142.06M |
| BXhist | BLACKSTONE INC | 1.18 | — | 1,229,000 | $114.99 | $141.32M |
| TXNhist | TEXAS INSTRS INC | 1.18 | — | 724,000 | $194.14 | $140.56M |
| RLIhist | RLI CORP | 1.14 | — | 2,394,544 | $57.04 | $136.59M |
| KKRhist | KKR & CO INC | 1.12 | — | 1,451,800 | $92.50 | $134.29M |
| GDhist | GENERAL DYNAMICS CORP | 1.12 | — | 391,000 | $343.22 | $134.20M |
| MRSHhist | MARSH & MCLENNAN COS INC | 1.11 | — | 763,500 | $173.45 | $132.43M |
| SCHWhist | SCHWAB CHARLES CORP | 1.09 | Add 1.00% | 1,383,800 | $93.98 | $130.05M |
| APOhist | APOLLO GLOBAL MGMT INC | 0.94 | — | 1,012,500 | $111.42 | $112.81M |
| ADMhist | ARCHER DANIELS MIDLAND CO | 0.92 | — | 1,505,800 | $72.69 | $109.46M |
| NVOhist | NOVO-NORDISK A S | 0.88 | — | 2,869,774 | $36.75 | $105.46M |
| MAhist | MASTERCARD INCORPORATED | 0.87 | — | 207,540 | $499.66 | $103.70M |
| DGhist | DOLLAR GEN CORP NEW | 0.86 | — | 869,250 | $118.73 | $103.21M |
| DEOhist | DIAGEO PLC | 0.86 | — | 1,372,208 | $74.45 | $102.16M |
| LINhist | LINDE PLC | 0.85 | Add 2.00% | 204,600 | $495.76 | $101.43M |
| MCOhist | MOODYS CORP | 0.78 | — | 213,890 | $436.25 | $93.31M |
| ITWhist | ILLINOIS TOOL WKS INC | 0.71 | — | 327,500 | $260.29 | $85.25M |
| ODFLhist | OLD DOMINION FREIGHT LINE IN | 0.70 | Add 2.00% | 429,150 | $195.40 | $83.86M |
| NSChist | NORFOLK SOUTHN CORP | 0.68 | Add 3.00% | 282,500 | $287.00 | $81.08M |
| HEIhist | HEICO CORP NEW | 0.67 | — | 379,644 | $211.09 | $80.14M |
| ROLhist | ROLLINS INC | 0.67 | Add 1.00% | 1,498,025 | $53.41 | $80.01M |
| NVRhist | NVR INC | 0.67 | Add 1.00% | 12,087 | $6589.81 | $79.65M |
| MSCIhist | MSCI INC | 0.64 | — | 142,850 | $539.01 | $77.00M |
| JPMhist | JPMORGAN CHASE & CO. | 0.62 | — | 252,550 | $294.16 | $74.29M |
| ECLhist | ECOLAB INC | 0.61 | — | 274,300 | $266.02 | $72.97M |
| CGhist | CARLYLE GROUP INC | 0.54 | — | 1,327,000 | $48.39 | $64.21M |
| SUNBhist | SUNBELT RENTALS HOLDINGS INC | 0.53 | Buy | 963,361 | $65.09 | $62.70M |
| TSNhist | TYSON FOODS INC | 0.48 | Add 1.00% | 889,500 | $64.07 | $56.99M |
| SBUXhist | STARBUCKS CORP | 0.47 | — | 623,818 | $89.59 | $55.89M |
| ROKhist | ROCKWELL AUTOMATION INC | 0.47 | — | 154,900 | $358.88 | $55.59M |
| SPGIhist | S&P GLOBAL INC | 0.42 | Reduce 22.00% | 117,690 | $425.34 | $50.06M |
| THGhist | HANOVER INS GROUP INC | 0.41 | — | 281,000 | $173.35 | $48.71M |
| ITIChist | INVESTORS TITLE CO NC | 0.39 | — | 213,300 | $217.34 | $46.36M |
| AONhist | AON PLC | 0.37 | Add 1.00% | 135,800 | $322.78 | $43.83M |
| RTXhist | RTX CORPORATION | 0.36 | — | 224,000 | $192.90 | $43.21M |
| FERGhist | FERGUSON ENTERPRISES INC | 0.33 | Add 4.00% | 170,700 | $233.26 | $39.82M |
| LMThist | LOCKHEED MARTIN CORP | 0.33 | Add 1.00% | 65,213 | $604.39 | $39.41M |
| COSThist | COSTCO WHSL CORP NEW | 0.33 | — | 39,150 | $996.42 | $39.01M |
| HCAhist | HCA HEALTHCARE INC | 0.33 | Add 2.00% | 82,430 | $473.24 | $39.01M |
| YUMhist | YUM BRANDS INC | 0.32 | Add 8.00% | 245,213 | $155.48 | $38.13M |
| UNPhist | UNION PAC CORP | 0.31 | Add 6.00% | 150,278 | $242.62 | $36.46M |
| BF-Ahist | BROWN FORMAN CORP | 0.29 | — | 1,317,187 | $26.66 | $35.12M |
| TMOhist | THERMO FISHER SCIENTIFIC INC | 0.28 | Add 7.00% | 67,100 | $491.54 | $32.98M |
| HGTYhist | HAGERTY INC | 0.27 | — | 3,108,000 | $10.53 | $32.73M |
| ALLhist | ALLSTATE CORP | 0.27 | — | 154,550 | $207.34 | $32.04M |
| ACNhist | ACCENTURE PLC IRELAND | 0.26 | — | 159,400 | $198.29 | $31.61M |
| MARhist | MARRIOTT INTL INC NEW | 0.26 | Add 4.00% | 93,750 | $327.07 | $30.66M |
| ABNBhist | AIRBNB INC | 0.26 | Add 1.00% | 242,389 | $126.28 | $30.61M |
| SHWhist | SHERWIN WILLIAMS CO | 0.25 | — | 94,172 | $320.55 | $30.19M |
| VRSKhist | VERISK ANALYTICS INC | 0.25 | — | 155,950 | $189.75 | $29.59M |
| FDShist | FACTSET RESH SYS INC | 0.25 | Add 11.00% | 135,376 | $216.99 | $29.38M |
| TROWhist | PRICE T ROWE GROUP INC | 0.24 | — | 314,000 | $90.14 | $28.30M |
| CMCSAhist | COMCAST CORP NEW | 0.23 | — | 961,880 | $28.71 | $27.61M |
| CSCOhist | CISCO SYS INC | 0.23 | — | 355,500 | $77.59 | $27.58M |
| LAMRhist | LAMAR ADVERTISING CO NEW | 0.20 | Add 4.00% | 193,000 | $126.66 | $24.45M |
| NKEhist | NIKE INC | 0.20 | — | 447,400 | $52.82 | $23.63M |
| URIhist | UNITED RENTALS INC | 0.19 | — | 31,150 | $728.57 | $22.70M |
| CCKhist | CROWN HLDGS INC | 0.18 | Add 4.00% | 220,000 | $100.25 | $22.05M |
| ALKhist | AIR PRODS & CHEMS INC | 0.18 | Add 6.00% | 75,500 | $290.49 | $21.93M |
| CSXhist | CSX CORP | 0.18 | Add 20.00% | 530,000 | $41.05 | $21.76M |
| RNRhist | RENAISSANCERE HLDGS LTD | 0.17 | — | 70,000 | $297.23 | $20.81M |
| PMhist | PHILIP MORRIS INTL INC | 0.16 | — | 114,500 | $165.34 | $18.93M |
| FIXhist | COMFORT SYS USA INC | 0.15 | — | 13,000 | $1379.00 | $17.93M |
| COFhist | CAPITAL ONE FINL CORP | 0.14 | — | 91,000 | $182.43 | $16.60M |
| WFChist | WELLS FARGO CO NEW | 0.14 | — | 204,450 | $79.61 | $16.28M |
| HSYhist | HERSHEY CO | 0.13 | Add 11.00% | 75,000 | $207.89 | $15.59M |
| HXLhist | HEXCEL CORP NEW | 0.13 | — | 189,000 | $80.93 | $15.29M |
| PEPhist | PEPSICO INC | 0.13 | — | 96,210 | $155.29 | $14.94M |
| BKhist | BANK NEW YORK MELLON CORP | 0.12 | Add 2.00% | 124,500 | $118.63 | $14.77M |
| CMEhist | CME GROUP INC | 0.12 | Add 9.00% | 49,750 | $295.36 | $14.69M |
| PAYXhist | PAYCHEX INC | 0.12 | — | 150,000 | $92.12 | $13.82M |
| SEIChist | SEI INVTS CO | 0.11 | — | 173,200 | $78.47 | $13.59M |
| CARRhist | CARRIER GLOBAL CORPORATION | 0.11 | — | 235,000 | $56.31 | $13.23M |
| EFXhist | EQUIFAX INC | 0.11 | — | 72,850 | $180.07 | $13.12M |
| SPOThist | SPOTIFY TECHNOLOGY S A | 0.11 | — | 25,900 | $484.90 | $12.56M |
| AMAThist | APPLIED MATLS INC | 0.10 | Add 7.00% | 36,350 | $341.79 | $12.42M |
| CBOEhist | CBOE GLOBAL MKTS INC | 0.10 | Add 5.00% | 43,700 | $281.08 | $12.28M |
| SHOPhist | SHOPIFY INC | 0.10 | — | 102,750 | $118.62 | $12.19M |
| HIIhist | HUNTINGTON INGALLS INDS INC | 0.09 | Add 8.00% | 27,500 | $379.89 | $10.45M |
| UBERhist | UBER TECHNOLOGIES INC | 0.09 | Add 2.00% | 142,500 | $71.93 | $10.25M |
| SMGhist | SCOTTS MIRACLE-GRO CO | 0.09 | — | 168,000 | $60.81 | $10.22M |
| MELIhist | MERCADOLIBRE INC | 0.08 | Buy | 5,450 | $1728.99 | $9.42M |
| OTIShist | OTIS WORLDWIDE CORP | 0.07 | — | 114,620 | $77.08 | $8.84M |
| IQVhist | IQVIA HLDGS INC | 0.07 | — | 46,900 | $170.53 | $8.00M |
| XOMhist | EXXON MOBIL CORP | 0.07 | Add 24.00% | 47,000 | $169.66 | $7.97M |
| EPDhist | ENTERPRISE PRODS PARTNERS L | 0.06 | Buy | 202,000 | $37.84 | $7.64M |
| SONYhist | SONY GROUP CORP | 0.06 | — | 335,000 | $20.70 | $6.93M |
| EMNhist | EASTMAN CHEM CO | 0.05 | — | 74,950 | $76.32 | $5.72M |
| KMXhist | CARMAX INC | 0.05 | — | 136,500 | $41.58 | $5.68M |
| CNIhist | CANADIAN NATL RY CO | 0.05 | Add 20.00% | 53,500 | $102.77 | $5.50M |
| GHChist | GRAHAM HLDGS CO | 0.05 | — | 5,200 | $1057.31 | $5.50M |
| UNHhist | UNITEDHEALTH GROUP INC | 0.04 | Reduce 29.00% | 18,700 | $270.59 | $5.06M |
| NSPhist | INSPERITY INC | 0.04 | Add 19.00% | 181,336 | $27.04 | $4.90M |
| CPhist | CANADIAN PACIFIC KANSAS CITY | 0.04 | Add 18.00% | 59,500 | $78.66 | $4.68M |
| ICEhist | INTERCONTINENTAL EXCHANGE IN | 0.04 | Add 38.00% | 28,870 | $157.29 | $4.54M |
| WRBhist | BERKLEY W R CORP | 0.03 | — | 60,750 | $66.29 | $4.03M |
| BChist | BRUNSWICK CORP | 0.03 | Add 7.00% | 51,250 | $72.76 | $3.73M |
| MGMhist | MGM RESORTS INTERNATIONAL | 0.03 | — | 87,500 | $37.01 | $3.24M |
| EXPhist | EAGLE MATLS INC | 0.02 | — | 14,750 | $189.42 | $2.79M |
| AYIhist | ACUITY INC | 0.02 | — | 9,750 | $280.21 | $2.73M |
| SYYhist | SYSCO CORP | 0.02 | — | 30,500 | $71.34 | $2.18M |
| DPZhist | DOMINOS PIZZA INC | 0.02 | — | 5,500 | $358.73 | $1.97M |
| BROhist | BROWN & BROWN INC | 0.01 | Add 27.00% | 14,000 | $65.21 | $913K |
| WYhist | WEYERHAEUSER CO MTN BE | 0.00 | Buy | 17,500 | $24.46 | $428K |
| BAMhist | BROOKFIELD ASSET MANAGMT LTD | 0.00 | Sell | 0 | — | $0 |
| TGThist | TARGET CORP | 0.00 | Sell | 0 | — | $0 |
| CHHhist | CHOICE HOTELS INTL INC | 0.00 | Sell | 0 | — | $0 |
| TRUhist | TRANSUNION | 0.00 | Sell | 0 | — | $0 |