ALPHABET INC · GOOG
Value$971.61M
Weight7.40%
Shares2,749,860
Change—
← Back to managers
Markel Group
Tom Gayner · CIK 0001096343 · filed 2026-07-31
Equity positions
BERKSHIRE HATHAWAY INC DEL · BRK.B
Value$834.22M
Weight6.35%
Shares1,114
Change—
BERKSHIRE HATHAWAY INC DEL · BRK.B
Value$766.58M
Weight5.84%
Shares1,531,971
Change—
DEERE & CO · DE
Value$556.88M
Weight4.24%
Shares877,900
Change—
BROOKFIELD CORP · BN
Value$556.81M
Weight4.24%
Shares13,073,609
Change—
AMAZON COM INC · AMZN
Value$484.01M
Weight3.69%
Shares2,030,760
Change—
ANALOG DEVICES INC · ADI
Value$397.04M
Weight3.02%
Shares999,671
ChangeTrim+0.30%
GOLDMAN SACHS GROUP INC · GS
Value$363.45M
Weight2.77%
Shares359,360
Change—
APPLE INC · AAPL
Value$355.13M
Weight2.70%
Shares1,227,290
Change—
CATERPILLAR INC · CAT
Value$349.98M
Weight2.67%
Shares328,650
Change—
VISA INC · V
Value$347.86M
Weight2.65%
Shares1,013,912
ChangeAdd+0.11%
HOME DEPOT INC · HD
Value$325.35M
Weight2.48%
Shares922,500
ChangeAdd-0.06%
WATSCO INC · WSO
Value$249.10M
Weight1.90%
Shares597,750
ChangeAdd+0.12%
TEXAS INSTRS INC · TXN
Value$215.80M
Weight1.64%
Shares724,000
Change—
BLACKROCK INC · BLK
Value$211.74M
Weight1.61%
Shares220,200
Change—
ALPHABET INC · GOOGL
Value$204.42M
Weight1.56%
Shares572,000
Change—
MICROSOFT CORP · MSFT
Value$200.55M
Weight1.53%
Shares537,630
Change—
DISNEY WALT CO · DIS
Value$195.55M
Weight1.49%
Shares2,031,665
Change—
AMERICAN EXPRESS CO · AXP
Value$165.89M
Weight1.26%
Shares490,450
Change—
LOWES COS INC
Value$165.80M
Weight1.26%
Shares751,980
ChangeAdd-0.20%
PROGRESSIVE CORP · PGR
Value$164.66M
Weight1.25%
Shares753,750
Change—
FRANCO NEV CORP
Value$161.23M
Weight1.23%
Shares773,500
ChangeAdd-0.24%
LPL FINL HLDGS INC · LPLA
Value$157.73M
Weight1.20%
Shares559,951
Change—
JOHNSON & JOHNSON · JNJ
Value$155.12M
Weight1.18%
Shares610,800
Change—
BLACKSTONE INC · BX
Value$144.62M
Weight1.10%
Shares1,229,000
Change—
RLI CORP · RLI
Value$141.45M
Weight1.08%
Shares2,394,544
Change—
GENERAL DYNAMICS CORP · GD
Value$138.51M
Weight1.05%
Shares391,000
Change—
NOVO-NORDISK A S · NVO
Value$137.58M
Weight1.05%
Shares2,869,774
Change—
KKR & CO INC · KKR
Value$133.25M
Weight1.01%
Shares1,451,800
Change—
META PLATFORMS INC · META
Value$131.90M
Weight1.00%
Shares234,163
ChangeTrim-0.19%
| Company | Type | Shares | Value ▼ | Weight | Change | Sector |
|---|---|---|---|---|---|---|
| ALPHABET INC · GOOG | Equity | 2,749,860 | $971.61M | 7.40% | — | Communication Services |
| BERKSHIRE HATHAWAY INC DEL · BRK.B | Equity | 1,114 | $834.22M | 6.35% | — | Financials |
| BERKSHIRE HATHAWAY INC DEL · BRK.B | Equity | 1,531,971 | $766.58M | 5.84% | — | Financials |
| DEERE & CO · DE | Equity | 877,900 | $556.88M | 4.24% | — | Industrials |
| BROOKFIELD CORP · BN | Equity | 13,073,609 | $556.81M | 4.24% | — | Financials |
| AMAZON COM INC · AMZN | Equity | 2,030,760 | $484.01M | 3.69% | — | Consumer Discretionary |
| ANALOG DEVICES INC · ADI | Equity | 999,671 | $397.04M | 3.02% | Trim+0.30% | Information Technology |
| GOLDMAN SACHS GROUP INC · GS | Equity | 359,360 | $363.45M | 2.77% | — | Financials |
| APPLE INC · AAPL | Equity | 1,227,290 | $355.13M | 2.70% | — | Information Technology |
| CATERPILLAR INC · CAT | Equity | 328,650 | $349.98M | 2.67% | — | Industrials |
| VISA INC · V | Equity | 1,013,912 | $347.86M | 2.65% | Add+0.11% | Financials |
| HOME DEPOT INC · HD | Equity | 922,500 | $325.35M | 2.48% | Add-0.06% | Consumer Discretionary |
| WATSCO INC · WSO | Equity | 597,750 | $249.10M | 1.90% | Add+0.12% | Industrials |
| TEXAS INSTRS INC · TXN | Equity | 724,000 | $215.80M | 1.64% | — | Information Technology |
| BLACKROCK INC · BLK | Equity | 220,200 | $211.74M | 1.61% | — | Financials |
| ALPHABET INC · GOOGL | Equity | 572,000 | $204.42M | 1.56% | — | Communication Services |
| MICROSOFT CORP · MSFT | Equity | 537,630 | $200.55M | 1.53% | — | Information Technology |
| DISNEY WALT CO · DIS | Equity | 2,031,665 | $195.55M | 1.49% | — | Communication Services |
| AMERICAN EXPRESS CO · AXP | Equity | 490,450 | $165.89M | 1.26% | — | Financials |
| LOWES COS INC | Equity | 751,980 | $165.80M | 1.26% | Add-0.20% | Unknown |
| PROGRESSIVE CORP · PGR | Equity | 753,750 | $164.66M | 1.25% | — | Financials |
| FRANCO NEV CORP | Equity | 773,500 | $161.23M | 1.23% | Add-0.24% | Unknown |
| LPL FINL HLDGS INC · LPLA | Equity | 559,951 | $157.73M | 1.20% | — | Financials |
| JOHNSON & JOHNSON · JNJ | Equity | 610,800 | $155.12M | 1.18% | — | Health Care |
| BLACKSTONE INC · BX | Equity | 1,229,000 | $144.62M | 1.10% | — | Financials |
| RLI CORP · RLI | Equity | 2,394,544 | $141.45M | 1.08% | — | Financials |
| GENERAL DYNAMICS CORP · GD | Equity | 391,000 | $138.51M | 1.05% | — | Industrials |
| NOVO-NORDISK A S · NVO | Equity | 2,869,774 | $137.58M | 1.05% | — | Health Care |
| KKR & CO INC · KKR | Equity | 1,451,800 | $133.25M | 1.01% | — | Financials |
| META PLATFORMS INC · META | Equity | 234,163 | $131.90M | 1.00% | Trim-0.19% | Communication Services |
Exited this quarter
2 sold out vs Q1 2026SCOTTS MIRACLE-GRO CO · SMG
Last value$10.22M
Last weight0.09%
Last shares168,000
ChangeExit-0.09%
UNITEDHEALTH GROUP INC · UNH
Last value$5.06M
Last weight0.04%
Last shares18,700
ChangeExit-0.04%
| Company | Type | Last shares | Last value | Last weight | Change | Sector |
|---|---|---|---|---|---|---|
| SCOTTS MIRACLE-GRO CO · SMG | Equity | 168,000 | $10.22M | 0.09% | Exit-0.09% | Materials |
| UNITEDHEALTH GROUP INC · UNH | Equity | 18,700 | $5.06M | 0.04% | Exit-0.04% | Health Care |