Markel Group · portfolio as of Q3 2026, filed Oct 30, 2026
27 of 132 holdings are Undervalued or On Sale by our valuation (21% of the money).
On Sale: MGM, WSC.
Valued by PaybackPrice; holdings from SEC 13F filings as of Sep 30, 2026. 13 not valued.
Thomas Gayner's portfolio holds 145 stocks worth $12.8B at the end of Q3 2026. The largest positions are GOOG, BRK-A, BRK-B, DE and AMZN.
In Q3 2026, Thomas Gayner opened 18 new positions (BNY, CPRT, XOM, XRN, MBGL, SLAB, SITE, TOST, TYL, VVV, VGZ, VMC, WTS, WSC, XPO, XPEL, XYL and ZBRA) and added to NFLX, UFPI, WY and ZTS.
In Q3 2026, Thomas Gayner sold out of BK, BRO and XONA.DE and trimmed ABNB, CMCSA, COST, META and YUM.
BRK-A, BRK-B, RLI, ADM, NVO, JPM, ITIC, CG, FDS, TROW, ZTS, RNR, EPD, COF, NKE, PAYX, CARR, PEP, EFX, NSP, CMCSA, EMN, WRB, MGM, EXP, WSC and XPEL are Undervalued or On Sale by our valuation.
13F filings are due 45 days after each quarter end: the Q4 2026 filing is due by Feb 14, 2027.
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 →