Markel Group portfolio — 13F holdings Q2 2026
Markel Group (Thomas Gayner) reported 127 long positions worth $13.1 billion as of 2026-06-30. Top holdings: BERKSHIRE HATHAWAY INC, Alphabet Inc., DEERE & CO, BROOKFIELD Corp /ON/, AMAZON COM INC. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | 2026-06-30 | 1600801869.00 USD | 12.19% | hold | Original filing |
| Alphabet Inc. | 2026-06-30 | 1176023673.00 USD | 8.96% | hold | Original filing |
| DEERE & CO | 2026-06-30 | 556878306.00 USD | 4.24% | hold | Original filing |
| BROOKFIELD Corp /ON/ | 2026-06-30 | 556805009.00 USD | 4.24% | hold | Original filing |
| AMAZON COM INC | 2026-06-30 | 484011339.00 USD | 3.69% | hold | Original filing |
| ANALOG DEVICES INC | 2026-06-30 | 397039330.00 USD | 3.02% | reduce | Original filing |
| GOLDMAN SACHS GROUP INC | 2026-06-30 | 363445924.00 USD | 2.77% | hold | Original filing |
| Apple Inc. | 2026-06-30 | 355128634.00 USD | 2.70% | hold | Original filing |
| CATERPILLAR INC | 2026-06-30 | 349979385.00 USD | 2.67% | hold | Original filing |
| VISA INC. | 2026-06-30 | 347863069.00 USD | 2.65% | add | Original filing |
| HOME DEPOT, INC. | 2026-06-30 | 325347299.00 USD | 2.48% | add | Original filing |
| WATSCO INC | 2026-06-30 | 249100359.00 USD | 1.90% | add | Original filing |
| TEXAS INSTRUMENTS INC | 2026-06-30 | 215802680.00 USD | 1.64% | hold | Original filing |
| BlackRock, Inc. | 2026-06-30 | 211735512.00 USD | 1.61% | hold | Original filing |
| MICROSOFT CORP | 2026-06-30 | 200546744.00 USD | 1.53% | hold | Original filing |
| Walt Disney Co | 2026-06-30 | 195547757.00 USD | 1.49% | hold | Original filing |
| AMERICAN EXPRESS CO | 2026-06-30 | 165894715.00 USD | 1.26% | hold | Original filing |
| LOWES COMPANIES INC | 2026-06-30 | 165804070.00 USD | 1.26% | add | Original filing |
| PROGRESSIVE CORP/OH/ | 2026-06-30 | 164656689.00 USD | 1.25% | hold | Original filing |
| FRANCO NEVADA Corp | 2026-06-30 | 161228340.00 USD | 1.23% | add | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-07-31 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-01 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-06 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-10-31 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-01 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-02 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-07 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-01 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-02 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-03 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-02 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-03 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-04 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-04-28 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-03 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-04 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-05 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-04-29 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-06-13 00:00:00 | 13F-HR/A | Original filing |
| 2021-12-31 | 2022-06-13 00:00:00 | 13F-HR/A | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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