The Capital That Moves Markets
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GOOGALPHABET INC7.40%$971.61M—
BRK.BBERKSHIRE HATHAWAY INC DEL6.35%$834.22M—BRK.BBERKSHIRE HATHAWAY INC DEL5.84%$766.58M—
DEDEERE & CO4.24%$556.88M—
BNBROOKFIELD CORP4.24%$556.81M—
AMZNAMAZON COM INC3.69%$484.01M—
ADIANALOG DEVICES INC3.02%+0.30%$397.04MTrim-2.30%
GSGOLDMAN SACHS GROUP INC2.77%$363.45M—
AAPLAPPLE INC2.70%$355.13M—
CATCATERPILLAR INC2.67%$349.98M—
VVISA INC2.65%+0.11%$347.86MAdd+0.95%
HDHOME DEPOT INC2.48%-0.06%$325.35MAdd+0.27%
WSOWATSCO INC1.90%+0.12%$249.10MAdd+2.68%
TXNTEXAS INSTRS INC1.64%$215.80M—
BLKBLACKROCK INC1.61%$211.74M—
GOOGLALPHABET INC1.56%$204.42M—
MSFTMICROSOFT CORP1.53%$200.55M—
DISDISNEY WALT CO1.49%$195.55M—
AXPAMERICAN EXPRESS CO1.26%$165.89M—
LOWLOWES COS INC1.26%-0.20%$165.80MAdd+1.83%
PGRPROGRESSIVE CORP1.25%$164.66M—
FNVFRANCO NEV CORP1.23%-0.24%$161.23MAdd+9.17%
LPLALPL FINL HLDGS INC1.20%$157.73M—
JNJJOHNSON & JOHNSON1.18%$155.12M—
BXBLACKSTONE INC1.10%$144.62M—
RLIRLI CORP1.08%$141.45M—
GDGENERAL DYNAMICS CORP1.05%$138.51M—
NVONOVO-NORDISK A S1.05%$137.58M—
KKRKKR & CO INC1.01%$133.25M—
METAMETA PLATFORMS INC1.00%-0.19%$131.90MTrim-5.69%
Markel Group
Tom Gayner · CIK 0001096343 · filed 2026-07-31
Equity positions
NameWeightValueChange
GOOGALPHABET INC7.40%$971.61M—BRK.BBERKSHIRE HATHAWAY INC DEL6.35%$834.22M—BRK.BBERKSHIRE HATHAWAY INC DEL5.84%$766.58M—DEDEERE & CO4.24%$556.88M—BNBROOKFIELD CORP4.24%$556.81M—AMZNAMAZON COM INC3.69%$484.01M—ADIANALOG DEVICES INC3.02%+0.30%$397.04MTrim-2.30%GSGOLDMAN SACHS GROUP INC2.77%$363.45M—AAPLAPPLE INC2.70%$355.13M—CATCATERPILLAR INC2.67%$349.98M—VVISA INC2.65%+0.11%$347.86MAdd+0.95%HDHOME DEPOT INC2.48%-0.06%$325.35MAdd+0.27%WSOWATSCO INC1.90%+0.12%$249.10MAdd+2.68%TXNTEXAS INSTRS INC1.64%$215.80M—BLKBLACKROCK INC1.61%$211.74M—GOOGLALPHABET INC1.56%$204.42M—MSFTMICROSOFT CORP1.53%$200.55M—DISDISNEY WALT CO1.49%$195.55M—AXPAMERICAN EXPRESS CO1.26%$165.89M—LOWLOWES COS INC1.26%-0.20%$165.80MAdd+1.83%PGRPROGRESSIVE CORP1.25%$164.66M—FNVFRANCO NEV CORP1.23%-0.24%$161.23MAdd+9.17%LPLALPL FINL HLDGS INC1.20%$157.73M—JNJJOHNSON & JOHNSON1.18%$155.12M—BXBLACKSTONE INC1.10%$144.62M—RLIRLI CORP1.08%$141.45M—GDGENERAL DYNAMICS CORP1.05%$138.51M—NVONOVO-NORDISK A S1.05%$137.58M—KKRKKR & CO INC1.01%$133.25M—METAMETA PLATFORMS INC1.00%-0.19%$131.90MTrim-5.69%| Company | Type | Shares | Value ▼ | WeightCurrent portfolio weight this quarter. The signed percent is how that weight changed versus last quarter. Weight can move even if the share count did not. | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | 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%+0.30% | Trim-2.30% | 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%+0.11% | Add+0.95% | Financials |
| HOME DEPOT INC · HD | Equity | 922,500 | $325.35M | 2.48%-0.06% | Add+0.27% | Consumer Discretionary |
| WATSCO INC · WSO | Equity | 597,750 | $249.10M | 1.90%+0.12% | Add+2.68% | 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 · LOW | Equity | 751,980 | $165.80M | 1.26%-0.20% | Add+1.83% | Consumer Discretionary |
| PROGRESSIVE CORP · PGR | Equity | 753,750 | $164.66M | 1.25% | — | Financials |
| FRANCO NEV CORP · FNV | Equity | 773,500 | $161.23M | 1.23%-0.24% | Add+9.17% | Materials |
| 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%-0.19% | Trim-5.69% | Communication Services |
Exited this quarter
2 sold out vs Q1 2026NameLast wtLast valChange
| Company | Type | Last shares | Last value | Last weight | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
 SCOTTS MIRACLE-GRO CO · SMG | Equity | 168,000 | $10.22M | 0.09% | Exit | Materials |
 UNITEDHEALTH GROUP INC · UNH | Equity | 18,700 | $5.06M | 0.04% | Exit | Health Care |