Canonical: https://ownershiptrace.com/13f/investors/74

# 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](https://ownershiptrace.com/13f/companies/152) | 2026-06-30 | 1600801869.00 USD | 12.19% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000065-index.html) |
| [Alphabet Inc.](https://ownershiptrace.com/13f/companies/37) | 2026-06-30 | 1176023673.00 USD | 8.96% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000065-index.html) |
| [DEERE & CO](https://ownershiptrace.com/13f/companies/766) | 2026-06-30 | 556878306.00 USD | 4.24% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000065-index.html) |
| [BROOKFIELD Corp /ON/](https://ownershiptrace.com/13f/companies/153) | 2026-06-30 | 556805009.00 USD | 4.24% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000065-index.html) |
| [AMAZON COM INC](https://ownershiptrace.com/13f/companies/83) | 2026-06-30 | 484011339.00 USD | 3.69% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000065-index.html) |
| [ANALOG DEVICES INC](https://ownershiptrace.com/13f/companies/84) | 2026-06-30 | 397039330.00 USD | 3.02% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000065-index.html) |
| [GOLDMAN SACHS GROUP INC](https://ownershiptrace.com/13f/companies/757) | 2026-06-30 | 363445924.00 USD | 2.77% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000065-index.html) |
| [Apple Inc.](https://ownershiptrace.com/13f/companies/313) | 2026-06-30 | 355128634.00 USD | 2.70% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000065-index.html) |
| [CATERPILLAR INC](https://ownershiptrace.com/13f/companies/770) | 2026-06-30 | 349979385.00 USD | 2.67% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000065-index.html) |
| [VISA INC.](https://ownershiptrace.com/13f/companies/104) | 2026-06-30 | 347863069.00 USD | 2.65% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000065-index.html) |
| [HOME DEPOT, INC.](https://ownershiptrace.com/13f/companies/786) | 2026-06-30 | 325347299.00 USD | 2.48% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000065-index.html) |
| [WATSCO INC](https://ownershiptrace.com/13f/companies/1908) | 2026-06-30 | 249100359.00 USD | 1.90% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000065-index.html) |
| [TEXAS INSTRUMENTS INC](https://ownershiptrace.com/13f/companies/816) | 2026-06-30 | 215802680.00 USD | 1.64% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000065-index.html) |
| [BlackRock, Inc.](https://ownershiptrace.com/13f/companies/1470) | 2026-06-30 | 211735512.00 USD | 1.61% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000065-index.html) |
| [MICROSOFT CORP](https://ownershiptrace.com/13f/companies/77) | 2026-06-30 | 200546744.00 USD | 1.53% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000065-index.html) |
| [Walt Disney Co](https://ownershiptrace.com/13f/companies/186) | 2026-06-30 | 195547757.00 USD | 1.49% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000065-index.html) |
| [AMERICAN EXPRESS CO](https://ownershiptrace.com/13f/companies/140) | 2026-06-30 | 165894715.00 USD | 1.26% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000065-index.html) |
| [LOWES COMPANIES INC](https://ownershiptrace.com/13f/companies/790) | 2026-06-30 | 165804070.00 USD | 1.26% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000065-index.html) |
| [PROGRESSIVE CORP/OH/](https://ownershiptrace.com/13f/companies/23) | 2026-06-30 | 164656689.00 USD | 1.25% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000065-index.html) |
| [FRANCO NEVADA Corp](https://ownershiptrace.com/13f/companies/1895) | 2026-06-30 | 161228340.00 USD | 1.23% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000065-index.html) |

## Recent source filings (up to 20)

| Report period | Filed | Form | Source |
|  --- | --- | --- | --- |
| 2026-06-30 | 2026-07-31 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000065-index.html) |
| 2026-03-31 | 2026-05-01 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000044-index.html) |
| 2025-12-31 | 2026-02-06 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-26-000011-index.html) |
| 2025-09-30 | 2025-10-31 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001628280-25-047842-index.html) |
| 2025-06-30 | 2025-08-01 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-25-000124-index.html) |
| 2025-03-31 | 2025-05-02 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-25-000062-index.html) |
| 2024-12-31 | 2025-02-07 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-25-000011-index.html) |
| 2024-09-30 | 2024-11-01 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-24-000124-index.html) |
| 2024-06-30 | 2024-08-02 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-24-000109-index.html) |
| 2024-03-31 | 2024-05-03 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0001096343-24-000058-index.html) |
| 2023-12-31 | 2024-02-02 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0000950123-24-000655-index.html) |
| 2023-09-30 | 2023-11-03 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0000950123-23-009387-index.html) |
| 2023-06-30 | 2023-08-04 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0000950123-23-006704-index.html) |
| 2023-03-31 | 2023-04-28 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0000950123-23-003485-index.html) |
| 2022-12-31 | 2023-02-03 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0000950123-23-000745-index.html) |
| 2022-09-30 | 2022-11-04 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0000950123-22-010875-index.html) |
| 2022-06-30 | 2022-08-05 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0000950123-22-007858-index.html) |
| 2022-03-31 | 2022-04-29 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0000950123-22-004384-index.html) |
| 2022-03-31 | 2022-06-13 00:00:00 | 13F-HR/A | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0000950123-22-006857-index.html) |
| 2021-12-31 | 2022-06-13 00:00:00 | 13F-HR/A | [Original filing](https://www.sec.gov/Archives/edgar/data/1096343/0000950123-22-006858-index.html) |

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.

This public summary shows the default reporting scope. Enable JavaScript for interactive filters, charts, and additional rows.

[How to read the data](https://ownershiptrace.com/docs#reading-the-data) · [Disclaimer](https://ownershiptrace.com/disclaimer)