Investor portfolio
Markel Group
Markel Group is an insurance and investment holding company associated with Thomas Gayner.
Linked investors: Thomas Gayner
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 |
|---|---|---|---|
| ≡ | MRSH | 0.97% | |
| ≡ | SCHW | +1% | 0.98% |
| ≡ | META | −6% | 1.0% |
| ≡ | KKR | 1.01% | |
| ≡ | NVO | 1.05% | |
| ≡ | GD | 1.05% | |
| ≡ | RLI | 1.08% | |
| ≡ | BX | 1.1% | |
| ≡ | JNJ | 1.18% | |
| ≡ | LPLA | 1.2% | |
| ≡ | FNV | +9% | 1.23% |
| ≡ | PGR | 1.25% | |
| ≡ | LOW | +2% | 1.26% |
| ≡ | AXP | 1.26% | |
| ≡ | DIS | 1.49% | |
| ≡ | MSFT | 1.53% | |
| ≡ | BLK | 1.61% | |
| ≡ | TXN | 1.64% | |
| ≡ | WSO | +3% | 1.9% |
| ≡ | HD | +0% | 2.48% |
| ≡ | V | +1% | 2.65% |
| ≡ | CAT | 2.67% | |
| ≡ | AAPL | 2.7% | |
| ≡ | GS | 2.77% | |
| ≡ | ADI | −2% | 3.02% |
| ≡ | AMZN | 3.69% | |
| ≡ | BN | 4.24% | |
| ≡ | DE | 4.24% | |
| ≡ | GOOG(L) | 8.96% | |
| ≡ | BRK.{A,B} | 12.19% |
13F filings show only a manager's disclosed reportable long positions; this filing contains no call or put rows — methodology & caveats.