Thomas Gayner
Net buyingMarkel Group Inc. — managed by Thomas Gayner; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-06-30 (filed 2026-07-31) · Source: SEC EDGAR
New
Added
Exited
By what price implies: 58 demand a demanding growth rate, 21 modest.
13F × valuation
Valuation posture
Of 56 valued US positions, 5 trade below a conservative value band (1 in the strike zone) (as of 2026-10-16):
- Renaissancere Hldgs LtdRNR52% · strike
- Eagle Matls IncEXP27% · below
- Brookfield Asset Managmt LtdBAM21% · below
- Allstate CorpALL19% · below
- Zoetis IncZTS6% · below
SEC 13F · latest filing
Holdings
- Value$971.6MValuation—Holders35Weight7.4%
- Value$834.2MValuation—Holders17Weight6.4%
- Value$766.6MValuation—Holders26Weight5.8%
- Value$556.9MValuation—Holders7Weight4.2%
- Value$556.8MValuation—Holders8Weight4.2%
- Value$484.0MValuation—Holders38Weight3.7%
- Value$397.0MValuation—Holders12Weight3.0%
- Value$363.4MValuation—Holders8Weight2.8%
- Value$355.1MValuation—Holders27Weight2.7%
- Value$350.0MValuation—Holders8Weight2.7%
- Value$347.9MValuation—Holders32Weight2.6%
- Value$325.3MValuation—Holders6Weight2.5%
- Watsco IncWSOAdding · 3 quartersValue$249.1MValuation—Holders3Weight1.9%
- Value$215.8MValuation—Holders12Weight1.6%
- Value$211.7MValuation—Holders7Weight1.6%
- Value$204.4MValuation—Holders40Weight1.6%
- Value$200.5MValuation—Holders42Weight1.5%
- Value$195.5MValuation—Holders21Weight1.5%
- Value$165.9MValuation—Holders16Weight1.3%
- Lowes Cos IncLOWAdding · 7 quartersValue$165.8MValuation—Holders5Weight1.3%
- Value$164.7MValuation—Holders10Weight1.3%
- Franco Nev CorpFNVAdding · 7 quartersValue$161.2MValuation—Holders1Weight1.2%
- Value$157.7MValuation—Holders5Weight1.2%
- Value$155.1MValuation—Holders13Weight1.2%
- Value$144.6MValuation—Holders4Weight1.1%
Showing top 25 of 130 positions
About this investor
About this investor
Portfolio overview
Markel Group Inc.'s most recent 13F filing, for the quarter ended 2026-06-30, reports 130 positions worth $13.13B. The top 5 holdings represent 28% of that value, a broadly diversified portfolio.
The single largest position is Alphabet Inc at 7.4% of the portfolio, followed by Berkshire Hathaway Inc at 6.4% and Berkshire Hathaway Inc at 5.8%.
Against the prior quarter, Thomas Gayner opened 3 new positions, exited 2, added to 24, and trimmed 3. The largest new buy was Zoetis Inc. The most notable sale was the full exit from Scotts Miracle-Gro Co.
Across all 8 quarters on file, Alphabet Inc has appeared in every filing, as has Berkshire Hathaway Inc. Alphabet Inc currently ranks first by value.
A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.
Thomas Gayner holds 1 position now in the strike zone. See the full strike-zone list
Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-07-31
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