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Thomas Gayner

Markel Group · portfolio as of 2026-06-30

This quarter's moves · vs 2026-03-31

Full portfolio

GOOGAlphabet Inc.

2,749,860 shares · $971,608,033

7.4%
BRK-ABerkshire Hathaway Inc.

1,114 shares · $834,218,900

6.4%
BRK-BBerkshire Hathaway Inc.

1,531,971 shares · $766,582,969

5.8%
DEDeere & Company

877,900 shares · $556,878,306

4.2%
BROXFBrookfield Corporation Cum Red Pref Registered Shs -A- Series -37- Non Vtg

13,073,609 shares · $556,805,009

4.2%
AMZNAmazon.com, Inc.

2,030,760 shares · $484,011,339

3.7%
ADIAnalog Devices, Inc.

999,671 shares · $397,039,330

3.0%
GSThe Goldman Sachs Group, Inc.

359,360 shares · $363,445,924

2.8%
AAPLApple Inc.

1,227,290 shares · $355,128,634

2.7%
CATCaterpillar Inc.

328,650 shares · $349,979,385

2.7%
VVisa Inc.

1,013,912 shares · $347,863,069

2.6%
HDThe Home Depot, Inc.

922,500 shares · $325,347,299

2.5%
WSOWatsco, Inc.

597,750 shares · $249,100,359

1.9%
TXNTexas Instruments Incorporated

724,000 shares · $215,802,680

1.6%
BLKBlackRock, Inc.

220,200 shares · $211,735,512

1.6%
GOOGLAlphabet Inc.

572,000 shares · $204,415,640

1.6%
MSFTMicrosoft Corporation

537,630 shares · $200,546,744

1.5%
DISThe Walt Disney Company

2,031,665 shares · $195,547,757

1.5%
AXPAmerican Express Company

490,450 shares · $165,894,715

1.3%
LOWLowe's Companies, Inc.

751,980 shares · $165,804,070

1.3%
PGRThe Progressive Corporation

753,750 shares · $164,656,689

1.3%
FNVFranco-Nevada Corporation

773,500 shares · $161,228,340

1.2%
LPLALPL Financial Holdings Inc.

559,951 shares · $157,726,999

1.2%
JNJJohnson & Johnson

610,800 shares · $155,124,875

1.2%
BXBlackstone Inc.

1,229,000 shares · $144,616,429

1.1%
RLIRLI Corp.

2,394,544 shares · $141,445,715

1.1%
GDGeneral Dynamics Corporation

391,000 shares · $138,507,840

1.1%
NVONovo Nordisk A/S

2,869,774 shares · $137,576,966

1.0%
KKRKKR & Co. Inc.

1,451,800 shares · $133,246,205

1.0%
METAMeta Platforms, Inc.

234,163 shares · $131,901,676

1.0%
SCHWThe Charles Schwab Corporation

1,394,800 shares · $128,698,196

1.0%
MRSHMarsh & McLennan Companies, Inc.

763,500 shares · $127,252,547

1.0%
APOApollo Global Management, Inc.

1,012,500 shares · $119,788,875

0.9%
ADMArcher-Daniels-Midland Company

1,505,800 shares · $115,043,119

0.9%
LINLinde plc

215,600 shares · $111,883,464

0.9%
DEODiageo plc

1,372,208 shares · $110,298,080

0.8%
MAMastercard Incorporated

207,540 shares · $106,592,545

0.8%
DGDollar General Corporation

869,250 shares · $100,059,367

0.8%
BAMBrookfield Asset Management Ltd.

2,193,953 shares · $98,398,791

0.7%
HEI-AHEICO Corporation

379,644 shares · $97,913,984

0.7%
MCOMoody's Corporation

213,890 shares · $96,875,059

0.7%
ODFLOld Dominion Freight Line, Inc.

429,150 shares · $92,953,890

0.7%
NSCNorfolk Southern Corporation

282,500 shares · $88,871,675

0.7%
ITWIllinois Tool Works Inc.

327,500 shares · $88,578,926

0.7%
JPMJPMorgan Chase & Co.

252,550 shares · $82,667,192

0.6%
NVRNVR, Inc.

12,097 shares · $82,421,700

0.6%
MSCIMSCI Inc.

142,850 shares · $80,001,714

0.6%
ROKRockwell Automation, Inc.

154,900 shares · $76,687,892

0.6%
ECLEcolab Inc.

274,300 shares · $76,422,723

0.6%
SUNBSunbelt Rentals Holdings Inc

974,361 shares · $72,891,947

0.6%
SBUXStarbucks Corporation

623,818 shares · $63,747,961

0.5%
ROLRollins, Inc.

1,516,525 shares · $63,299,755

0.5%
THGThe Hanover Insurance Group, Inc.

281,000 shares · $60,167,720

0.5%
ITICInvestors Title Company

213,300 shares · $58,375,945

0.4%
CGThe Carlyle Group Inc.

1,327,000 shares · $55,879,970

0.4%
TSNTyson Foods, Inc.

913,500 shares · $52,297,875

0.4%
SPGIS&P Global Inc.

117,690 shares · $47,930,429

0.4%
AONAon plc

135,800 shares · $45,043,503

0.3%
UNPUnion Pacific Corporation

161,028 shares · $43,799,616

0.3%
FERGFerguson plc

180,200 shares · $42,766,866

0.3%
RTXRTX Corporation

224,000 shares · $42,499,520

0.3%
CSCOCisco Systems, Inc.

355,500 shares · $41,757,030

0.3%
MELIMercadoLibre, Inc.

24,000 shares · $40,737,361

0.3%
YUMYum! Brands, Inc.

245,213 shares · $39,199,750

0.3%
MARMarriott International, Inc.

99,500 shares · $36,873,706

0.3%
ALLThe Allstate Corporation

154,550 shares · $36,773,627

0.3%
TMOThermo Fisher Scientific Inc.

73,100 shares · $36,649,416

0.3%
COSTCostco Wholesale Corporation

39,150 shares · $36,623,651

0.3%
HGTYHagerty, Inc.

3,108,000 shares · $35,897,400

0.3%
TROWT. Rowe Price Group, Inc.

314,000 shares · $35,698,661

0.3%
URIUnited Rentals, Inc.

31,150 shares · $35,289,524

0.3%
ABNBAirbnb, Inc.

242,389 shares · $34,685,867

0.3%
LMTLockheed Martin Corporation

65,213 shares · $33,223,415

0.3%
HCAHCA Healthcare, Inc.

84,366 shares · $32,893,460

0.3%
SHWThe Sherwin-Williams Company

94,172 shares · $32,425,304

0.2%
FDSFactSet Research Systems Inc.

135,376 shares · $31,147,311

0.2%
LAMRLamar Advertising Company

193,000 shares · $30,104,140

0.2%
VRSKVerisk Analytics, Inc.

155,950 shares · $27,997,704

0.2%
CSXCSX Corporation

584,500 shares · $27,781,285

0.2%
AMATApplied Materials, Inc.

36,350 shares · $26,281,050

0.2%
APDAir Products and Chemicals, Inc.

88,500 shares · $25,946,430

0.2%
FIXComfort Systems USA, Inc.

13,000 shares · $25,765,350

0.2%
CCKCrown Holdings, Inc.

220,000 shares · $24,600,400

0.2%
BF-ABrown-Forman Corporation

843,000 shares · $23,064,480

0.2%
RNRRenaissanceRe Holdings Ltd.

70,000 shares · $22,183,000

0.2%
EPDEnterprise Products Partners L.P.

569,000 shares · $20,916,440

0.2%
PMPhilip Morris International Inc.

114,500 shares · $20,714,195

0.2%
ACNAccenture plc

159,400 shares · $19,835,735

0.2%
CMCSAComcast Corporation

802,074 shares · $19,690,917

0.1%
HXLHexcel Corporation

189,000 shares · $18,911,340

0.1%
NKENIKE, Inc.

447,400 shares · $18,365,770

0.1%
COFCapital One Financial Corporation

91,000 shares · $18,256,420

0.1%
BKThe Bank of New York Mellon Corporation

124,500 shares · $18,003,945

0.1%
CARRCarrier Global Corporation

235,000 shares · $17,237,250

0.1%
WFCWells Fargo & Company

204,450 shares · $16,895,748

0.1%
SEICSEI Investments Company

173,200 shares · $15,191,372

0.1%
PAYXPaychex, Inc.

150,000 shares · $14,749,500

0.1%
HSYThe Hershey Company

75,000 shares · $13,158,750

0.1%
PEPPepsiCo, Inc.

96,210 shares · $13,026,834

0.1%
BF-BBrown-Forman Corporation

474,187 shares · $12,637,084

0.1%
SPOTSpotify Technology S.A.

25,900 shares · $11,891,467

0.1%
SHOPShopify Inc.

102,750 shares · $11,731,995

0.1%
EFXEquifax Inc.

72,850 shares · $11,562,752

0.1%
CMECME Group Inc.

49,750 shares · $10,986,293

0.1%
CBOECboe Global Markets, Inc.

43,700 shares · $10,604,680

0.1%
UBERUber Technologies, Inc.

142,500 shares · $10,282,800

0.1%
OTISOtis Worldwide Corporation

133,620 shares · $9,567,192

0.1%
IQVIQVIA Holdings Inc.

46,900 shares · $9,062,018

0.1%
HIIHuntington Ingalls Industries, Inc.

27,500 shares · $7,696,975

0.1%
XONA.DEExxon Mobil Corporation

56,100 shares · $7,669,992

0.1%
NSPInsperity, Inc.

181,336 shares · $7,490,989

0.1%
KMXCarMax, Inc.

136,500 shares · $7,219,485

0.1%
SONYSony Group Corporation

335,000 shares · $6,720,100

0.1%
CNICanadian National Railway Company

53,500 shares · $6,379,340

0.0%
CPCanadian Pacific Kansas City Ltd.

73,000 shares · $6,325,450

0.0%
GHCGraham Holdings Company

5,200 shares · $5,935,384

0.0%
EMNEastman Chemical Company

74,950 shares · $5,020,151

0.0%
ZTSZoetis Inc.

66,195 shares · $4,756,773

0.0%
BCBrunswick Corporation

51,250 shares · $4,317,300

0.0%
WRBW. R. Berkley Corporation

60,750 shares · $4,284,699

0.0%
MGMMGM Resorts International

87,500 shares · $4,183,375

0.0%
AYIAcuity Brands, Inc.

9,750 shares · $3,672,435

0.0%
ICEIntercontinental Exchange, Inc.

28,870 shares · $3,554,186

0.0%
EXPEagle Materials Inc.

14,750 shares · $3,318,750

0.0%
WYWeyerhaeuser Company

120,000 shares · $2,872,800

0.0%
NFLXNetflix, Inc.

40,000 shares · $2,856,000

0.0%
SYYSysco Corporation

30,500 shares · $2,549,190

0.0%
DPZDomino's Pizza, Inc.

5,500 shares · $1,628,220

0.0%
BROBrown & Brown, Inc.

14,000 shares · $898,100

0.0%
UFPIUFP Industries, Inc.

4,000 shares · $362,960

0.0%

From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →