Investor portfolio

Markel Group

Name: Markel Group 13F portfolio
Creator: FolioFact

QualityInsurance

Markel Group is an insurance and investment holding company associated with Thomas Gayner.

Linked investors: Thomas Gayner

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US 13F portfolio

Quarter: Q2 2026
Filed: 2026-07-31
Portfolio value: $13,130,490,727
Positions: 130
Sources: 13F on EDGAR

history	Ticker	Change	% of portfolio	Shares / amount	Value
≡	UNH	SOLD	—	—	—
≡	SMG	SOLD	—	—	—
≡	UFPI	Newly reported	0.0%	4,000	$362,960
≡	BRO		0.01%	14,000	$898,100
≡	DPZ		0.01%	5,500	$1,628,220
≡	SYY		0.02%	30,500	$2,549,190
≡	NFLX	Newly reported	0.02%	40,000	$2,856,000
≡	WY	+586%	0.02%	120,000	$2,872,800
≡	EXP		0.03%	14,750	$3,318,750
≡	ICE		0.03%	28,870	$3,554,186
≡	AYI		0.03%	9,750	$3,672,435
≡	MGM		0.03%	87,500	$4,183,375
≡	WRB		0.03%	60,750	$4,284,699
≡	BC		0.03%	51,250	$4,317,300
≡	ZTS	Newly reported	0.04%	66,195	$4,756,773
≡	EMN		0.04%	74,950	$5,020,151
≡	GHC		0.05%	5,200	$5,935,384
≡	CP	+23%	0.05%	73,000	$6,325,450
≡	CNI		0.05%	53,500	$6,379,340
≡	SONY		0.05%	335,000	$6,720,100
≡	KMX		0.05%	136,500	$7,219,485
≡	NSP		0.06%	181,336	$7,490,989
≡	XOM	+19%	0.06%	56,100	$7,669,992
≡	HII		0.06%	27,500	$7,696,975
≡	IQV		0.07%	46,900	$9,062,018
≡	OTIS	+17%	0.07%	133,620	$9,567,192
≡	UBER		0.08%	142,500	$10,282,800
≡	CBOE		0.08%	43,700	$10,604,680
≡	CME		0.08%	49,750	$10,986,293
≡	EFX		0.09%	72,850	$11,562,752
≡	SHOP		0.09%	102,750	$11,731,995
≡	SPOT		0.09%	25,900	$11,891,467
≡	BF.B		0.1%	474,187	$12,637,084
≡	PEP		0.1%	96,210	$13,026,834
≡	HSY		0.1%	75,000	$13,158,750
≡	PAYX		0.11%	150,000	$14,749,500
≡	SEIC		0.12%	173,200	$15,191,372
≡	WFC		0.13%	204,450	$16,895,748
≡	CARR		0.13%	235,000	$17,237,250
≡	BNY		0.14%	124,500	$18,003,945
≡	COF		0.14%	91,000	$18,256,420
≡	NKE		0.14%	447,400	$18,365,770
≡	HXL		0.14%	189,000	$18,911,340
≡	CMCSA	−17%	0.15%	802,074	$19,690,917
≡	ACN		0.15%	159,400	$19,835,735
≡	PM		0.16%	114,500	$20,714,195
≡	EPD	+182%	0.16%	569,000	$20,916,440
≡	RNR		0.17%	70,000	$22,183,000
≡	BF.A		0.18%	843,000	$23,064,480
≡	CCK		0.19%	220,000	$24,600,400
≡	FIX		0.2%	13,000	$25,765,350
≡	APD	+17%	0.2%	88,500	$25,946,430
≡	AMAT		0.2%	36,350	$26,281,050
≡	CSX	+10%	0.21%	584,500	$27,781,285
≡	VRSK		0.21%	155,950	$27,997,704
≡	LAMR		0.23%	193,000	$30,104,140
≡	FDS		0.24%	135,376	$31,147,311
≡	SHW		0.25%	94,172	$32,425,304
≡	HCA	+2%	0.25%	84,366	$32,893,460
≡	LMT		0.25%	65,213	$33,223,415
≡	ABNB		0.26%	242,389	$34,685,867
≡	URI		0.27%	31,150	$35,289,524
≡	TROW		0.27%	314,000	$35,698,661
≡	HGTY		0.27%	3,108,000	$35,897,400
≡	COST		0.28%	39,150	$36,623,651
≡	TMO	+9%	0.28%	73,100	$36,649,416
≡	ALL		0.28%	154,550	$36,773,627
≡	MAR	+6%	0.28%	99,500	$36,873,706
≡	YUM		0.3%	245,213	$39,199,750
≡	MELI	+340%	0.31%	24,000	$40,737,361
≡	CSCO		0.32%	355,500	$41,757,030
≡	RTX		0.32%	224,000	$42,499,520
≡	FERG	+6%	0.33%	180,200	$42,766,866
≡	UNP	+7%	0.33%	161,028	$43,799,616
≡	AON		0.34%	135,800	$45,043,503
≡	SPGI		0.37%	117,690	$47,930,429
≡	TSN	+3%	0.4%	913,500	$52,297,875
≡	CG		0.43%	1,327,000	$55,879,970
≡	ITIC		0.44%	213,300	$58,375,945
≡	THG		0.46%	281,000	$60,167,720
≡	ROL	+1%	0.48%	1,516,525	$63,299,755
≡	SBUX		0.49%	623,818	$63,747,961
≡	SUNB	+1%	0.56%	974,361	$72,891,947
≡	ECL		0.58%	274,300	$76,422,723
≡	ROK		0.58%	154,900	$76,687,892
≡	MSCI		0.61%	142,850	$80,001,714
≡	NVR	+0%	0.63%	12,097	$82,421,700
≡	JPM		0.63%	252,550	$82,667,192
≡	ITW		0.67%	327,500	$88,578,926
≡	NSC		0.68%	282,500	$88,871,675
≡	ODFL		0.71%	429,150	$92,953,890
≡	MCO		0.74%	213,890	$96,875,059
≡	HEI.A		0.75%	379,644	$97,913,984
≡	BAM		0.75%	2,193,953	$98,398,791
≡	DG		0.76%	869,250	$100,059,367
≡	MA		0.81%	207,540	$106,592,545
≡	DEO		0.84%	1,372,208	$110,298,080
≡	LIN	+5%	0.85%	215,600	$111,883,464
≡	ADM		0.88%	1,505,800	$115,043,119
≡	APO		0.91%	1,012,500	$119,788,875

13F filings show only a manager's disclosed reportable long positions; this filing contains no call or put rows — methodology & caveats.

Markel Group

US 13F portfolio

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