Hedge fund
Tom Gayner
Markel Group
Holdings as of Q1 2026
Quarter
Q1-2026
Market value
$11.9B
Positions
129
Concentration
Diversified
Top holding
7%BRK-A
Top 5
28%of book
Top 10
42%of book
Top 5
6 – 10
Tail
Top 5
6 – 10
Tail
| Holding | Weightshares held per quarter · hover for change | Q/Q change | Value | |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAYBRK-A | 6.70% | 1.1K shares · $718140.00 $800.0M | |
| 2 | ALPHABETGOOG | 6.61% | 2.7M shares · $286.86 $788.8M | |
| 3 | BERKSHIRE HATHAWAYBRK-B | 6.15% | 1.5M shares · $479.20 $734.1M | |
| 4 | BROOKFIELD CORPBN | 4.43% | 13.1M shares · $40.47 $529.1M | |
| 5 | DEEREDE | 4.14% | 877.9K shares · $563.30 $494.5M | |
| 6 | AMAZON COMAMZN | 3.54% | 2.0M shares · $208.27 $422.9M | |
| 7 | ANALOG DEVICESADI | 2.73% | 1.0M shares · $318.14 $325.5M | |
| 8 | APPLEAAPL | 2.61% | 1.2M shares · $253.79 $311.5M | |
| 9 | GOLDMAN SACHSGS | 2.55% | 359.4K shares · $845.99 $304.0M | |
| 10 | VISAV | 2.54% | ↗Added 0.50% | 1.0M shares · $302.24 $303.5M |
| 11 | HOME DEPOTHD | 2.53% | 920.0K shares · $328.89 $302.6M | |
| 12 | CATERPILLARCAT | 1.95% | 328.6K shares · $708.46 $232.8M | |
| 13 | WATSCOWSO | 1.77% | ↗Added 0.78% | 582.2K shares · $363.79 $211.8M |
| 14 | BLACKROCKBLK | 1.77% | 220.2K shares · $961.71 $211.8M | |
| 15 | MICROSOFT CORPMSFT | 1.67% | ↗Added 0.36% | 537.6K shares · $370.17 $199.0M |
| 16 | DISNEY WALTDIS | 1.64% | 2.0M shares · $96.38 $195.8M | |
| 17 | FRANCO NEV CORPFNV | 1.47% | ↗Added 3.66% | 708.5K shares · $247.05 $175.0M |
| 18 | LOWES COSLOW | 1.46% | ↗Added 0.54% | 738.5K shares · $236.28 $174.5M |
| 19 | LPL FINL HLDGSLPLA | 1.41% | 560.0K shares · $300.83 $168.5M | |
| 20 | ALPHABETGOOGL | 1.38% | 572.0K shares · $287.56 $164.5M | |
| 21 | PROGRESSIVE OHIOPGR | 1.25% | 753.8K shares · $198.24 $149.4M | |
| 22 | JOHNSON JOHNSON COMJNJ | 1.25% | 610.8K shares · $244.44 $149.3M | |
| 23 | AMERICAN EXPRESSAXP | 1.24% | ↗Added 0.40% | 490.4K shares · $302.48 $148.4M |
| 24 | META PLATFORMSMETA | 1.19% | 248.3K shares · $572.13 $142.1M | |
| 25 | BLACKSTONEBX | 1.18% | 1.2M shares · $114.99 $141.3M | |
| 26 | TEXAS INSTRSTXN | 1.18% | 724.0K shares · $194.14 $140.6M | |
| 27 | RLI CORPRLI | 1.14% | 2.4M shares · $57.04 $136.6M | |
| 28 | KKRKKR | 1.12% | 1.5M shares · $92.50 $134.3M | |
| 29 | GENERAL DYNAMICS CorpGD | 1.12% | 391.0K shares · $343.22 $134.2M | |
| 30 | MARSH MCLENNAN COSMRSH | 1.11% | ↗Added 0.23% | 763.5K shares · $173.45 $132.4M |
| 31 | SCHWAB CHARLES CORPSCHW | 1.09% | ↗Added 0.58% | 1.4M shares · $93.98 $130.0M |
| 32 | APOLLO GLOBAL MGMTAPO | 0.94% | 1.0M shares · $111.42 $112.8M | |
| 33 | ARCHER DANIELS MIDLANDADM | 0.92% | 1.5M shares · $72.69 $109.5M | |
| 34 | NOVO-NORDISK A SNVO | 0.88% | 2.9M shares · $36.75 $105.5M | |
| 35 | MASTERCARD INCORPORATEDMA | 0.87% | 207.5K shares · $499.66 $103.7M | |
| 36 | DOLLAR GEN CORP NEWDG | 0.86% | 869.3K shares · $118.73 $103.2M | |
| 37 | DIAGEO P L CDEO | 0.86% | ↗Added 0.04% | 1.4M shares · $74.45 $102.2M |
| 38 | LINDELIN | 0.85% | ↗Added 2.25% | 204.6K shares · $495.76 $101.4M |
| 39 | BROOKFIELD ASSET MANAGMTBAM | 0.82% | 2.2M shares · $44.45 $97.5M | |
| 40 | MOODYS CORPMCO | 0.78% | 213.9K shares · $436.25 $93.3M | |
| 41 | ILLINOIS TOOL WKSITW | 0.71% | 327.5K shares · $260.29 $85.2M | |
| 42 | OLD DOMINION FREIGHTODFL | 0.70% | ↗Added 1.78% | 429.1K shares · $195.40 $83.9M |
| 43 | NORFOLK SOUTHN CORPNSC | 0.68% | ↗Added 3.29% | 282.5K shares · $287.00 $81.1M |
| 44 | HEICO CORP NEWHEI-A | 0.67% | 379.6K shares · $211.09 $80.1M | |
| 45 | ROLLINS ORDROL | 0.67% | ↗Added 0.60% | 1.5M shares · $53.41 $80.0M |
| 46 | NVRNVR | 0.67% | ↗Added 0.67% | 12.1K shares · $6589.83 $79.7M |
| 47 | MSCIMSCI | 0.64% | 142.8K shares · $539.01 $77.0M | |
| 48 | JPMORGAN CHASEJPM | 0.62% | 252.6K shares · $294.16 $74.3M | |
| 49 | ECOLABECL | 0.61% | 274.3K shares · $266.02 $73.0M | |
| 50 | CARLYLECG | 0.54% | 1.3M shares · $48.39 $64.2M | |
| 51 | SUNBELT RENTALSSUNB | 0.53% | ↗Buy | 963.4K shares · $65.09 $62.7M |
| 52 | Tyson FoodsTSN | 0.48% | ↗Added 0.57% | 889.5K shares · $64.07 $57.0M |
| 53 | STARBUCKS CORPSBUX | 0.47% | 623.8K shares · $89.59 $55.9M | |
| 54 | ROCKWELL AUTOMATIONROK | 0.47% | 154.9K shares · $358.88 $55.6M | |
| 55 | SP GLOBALSPGI | 0.42% | ↘Reduced 21.90% | 117.7K shares · $425.34 $50.1M |
| 56 | HANOVER INSTHG | 0.41% | 281.0K shares · $173.35 $48.7M | |
| 57 | INVESTORS TITLE NCITIC | 0.39% | 213.3K shares · $217.34 $46.4M | |
| 58 | AONAON | 0.37% | ↗Added 1.31% | 135.8K shares · $322.78 $43.8M |
| 59 | RTX CorpRTX | 0.36% | 224.0K shares · $192.90 $43.2M | |
| 60 | FERGUSON ENTERPRISESFERG | 0.33% | ↗Added 4.40% | 170.7K shares · $233.26 $39.8M |
| 61 | LOCKHEED MARTIN CORPLMT | 0.33% | ↗Added 1.09% | 65.2K shares · $604.39 $39.4M |
| 62 | COSTCO WHSL CORP NEWCOST | 0.33% | 39.1K shares · $996.43 $39.0M | |
| 63 | HCA HEALTHCAREHCA | 0.33% | ↗Added 2.17% | 82.4K shares · $473.24 $39.0M |
| 64 | YUM BRANDSYUM | 0.32% | ↗Added 8.29% | 245.2K shares · $155.48 $38.1M |
| 65 | UNION PAC CORPUNP | 0.31% | ↗Added 6.37% | 150.3K shares · $242.62 $36.5M |
| 66 | THERMO FISHER SCIENTIFICTMO | 0.28% | ↗Added 6.85% | 67.1K shares · $491.53 $33.0M |
| 67 | HAGERTYHGTY | 0.27% | 3.1M shares · $10.53 $32.7M | |
| 68 | ALLSTATE CORPALL | 0.27% | 154.6K shares · $207.34 $32.0M | |
| 69 | ACCENTURE IRELANDACN | 0.26% | 159.4K shares · $198.29 $31.6M | |
| 70 | MARRIOTT INTERNATIONAL CL AMAR | 0.26% | ↗Added 4.46% | 93.8K shares · $327.07 $30.7M |
| 71 | AIRBNBABNB | 0.26% | ↗Added 0.87% | 242.4K shares · $126.28 $30.6M |
| 72 | SHERWIN WILLIAMSSHW | 0.25% | 94.2K shares · $320.55 $30.2M | |
| 73 | VERISK ANALYTICSVRSK | 0.25% | 155.9K shares · $189.75 $29.6M | |
| 74 | FactSet Research SystemsFDS | 0.25% | ↗Added 11.08% | 135.4K shares · $216.99 $29.4M |
| 75 | PRICE T ROWETROW | 0.24% | 314.0K shares · $90.14 $28.3M | |
| 76 | COMCAST CORP NEWCMCSA | 0.23% | 961.9K shares · $28.71 $27.6M | |
| 77 | CISCO SYSCSCO | 0.23% | 355.5K shares · $77.59 $27.6M | |
| 78 | LAMAR ADVERTISING NEWLAMR | 0.20% | ↗Added 4.32% | 193.0K shares · $126.66 $24.4M |
| 79 | NIKENKE | 0.20% | 447.4K shares · $52.82 $23.6M | |
| 80 | UNITED RENTALSURI | 0.19% | 31.1K shares · $728.56 $22.7M | |
| 81 | Brown-Forman Corp Cl ABFA | 0.19% | 843.0K shares · $26.79 $22.6M | |
| 82 | CrownCCK | 0.18% | ↗Added 3.77% | 220.0K shares · $100.25 $22.1M |
| 83 | AIR PRODS CHEMSAPD | 0.18% | ↗Added 5.59% | 75.5K shares · $290.49 $21.9M |
| 84 | CSX CORPCSX | 0.18% | ↗Added 20.45% | 530.0K shares · $41.05 $21.8M |
| 85 | RENAISSANCERE HLDGSRNR | 0.17% | 70.0K shares · $297.23 $20.8M | |
| 86 | PHILIP MORRIS INTLPM | 0.16% | 114.5K shares · $165.34 $18.9M | |
| 87 | COMFORT SYS USAFIX | 0.15% | 13.0K shares · $1378.99 $17.9M | |
| 88 | CAPITAL ONE FINL CORPCOF | 0.14% | 91.0K shares · $182.43 $16.6M | |
| 89 | WELLS FARGO NEWWFC | 0.14% | 204.4K shares · $79.61 $16.3M | |
| 90 | HERSHEYHSY | 0.13% | ↗Added 11.11% | 75.0K shares · $207.89 $15.6M |
| 91 | HEXCEL CORP NEWHXL | 0.13% | 189.0K shares · $80.93 $15.3M | |
| 92 | PEPSICOPEP | 0.13% | 96.2K shares · $155.29 $14.9M | |
| 93 | BANK OF NEW YORK MELLON CORPBK | 0.12% | ↗Added 2.47% | 124.5K shares · $118.63 $14.8M |
| 94 | CMECME | 0.12% | ↗Added 8.74% | 49.8K shares · $295.35 $14.7M |
| 95 | PAYCHEX COMPAYX | 0.12% | 150.0K shares · $92.12 $13.8M | |
| 96 | SEI INVTSSEIC | 0.11% | 173.2K shares · $78.47 $13.6M | |
| 97 | CARRIER GLOBAL CorpCARR | 0.11% | 235.0K shares · $56.31 $13.2M | |
| 98 | EQUIFAXEFX | 0.11% | 72.8K shares · $180.07 $13.1M | |
| 99 | SPOTIFY TECHNOLOGY S ASPOT | 0.11% | 25.9K shares · $484.91 $12.6M | |
| 100 | BROWN FORMAN CORP CLASS BBF-B | 0.11% | 474.2K shares · $26.44 $12.5M | |
| 101 | APPLIED MATLSAMAT | 0.10% | ↗Added 6.60% | 36.4K shares · $341.79 $12.4M |
| 102 | CBOE GLOBAL MKTSCBOE | 0.10% | ↗Added 4.67% | 43.7K shares · $281.07 $12.3M |
| 103 | SHOPIFYSHOP | 0.10% | 102.8K shares · $118.62 $12.2M | |
| 104 | HUNTINGTON INGALLS INDSHII | 0.09% | ↗Added 7.84% | 27.5K shares · $379.90 $10.4M |
| 105 | UBER TECHNOLOGIESUBER | 0.09% | ↗Added 1.79% | 142.5K shares · $71.93 $10.3M |
| 106 | SCOTTS MIRACLE-GROSMG | 0.09% | 168.0K shares · $60.81 $10.2M | |
| 107 | MERCADOLIBREMELI | 0.08% | ↗Buy | 5.5K shares · $1729.02 $9.4M |
| 108 | OTIS WORLDWIDE CORPOTIS | 0.07% | 114.6K shares · $77.08 $8.8M | |
| 109 | IQVIA HLDGSIQV | 0.07% | 46.9K shares · $170.54 $8.0M | |
| 110 | EXXON MOBIL CORPXOM | 0.07% | ↗Added 23.68% | 47.0K shares · $169.66 $8.0M |
| 111 | ENTERPRISE PRODS PARTNERS LEPD | 0.06% | ↗Buy | 202.0K shares · $37.84 $7.6M |
| 112 | SONY CORPSONY | 0.06% | 335.0K shares · $20.70 $6.9M | |
| 113 | EASTMAN CHEMEMN | 0.05% | 75.0K shares · $76.32 $5.7M | |
| 114 | CARMAXKMX | 0.05% | 136.5K shares · $41.58 $5.7M | |
| 115 | CANADIAN NATL RYCNI | 0.05% | ↗Added 20.22% | 53.5K shares · $102.77 $5.5M |
| 116 | GrahamGHC | 0.05% | 5.2K shares · $1057.26 $5.5M | |
| 117 | UNITEDHEALTHUNH | 0.04% | ↘Reduced 29.43% | 18.7K shares · $270.59 $5.1M |
| 118 | INSPERITYNSP | 0.04% | ↗Added 18.62% | 181.3K shares · $27.04 $4.9M |
| 119 | CANADIAN PACIFIC KANSAS CITYCP | 0.04% | ↗Added 17.82% | 59.5K shares · $78.66 $4.7M |
| 120 | INTERCONTINENTAL EXCHANGE INICE | 0.04% | ↗Added 38.33% | 28.9K shares · $157.28 $4.5M |
| 121 | BERKLEY W R CORPWRB | 0.03% | 60.8K shares · $66.28 $4.0M | |
| 122 | BRUNSWICK CORPBC | 0.03% | ↗Added 7.33% | 51.3K shares · $72.76 $3.7M |
| 123 | MGM RESORTS INTERNATIONALMGM | 0.03% | 87.5K shares · $37.01 $3.2M | |
| 124 | EAGLE MATLSEXP | 0.02% | 14.8K shares · $189.45 $2.8M | |
| 125 | ACUITY BRANDSAYI | 0.02% | 9.8K shares · $280.22 $2.7M | |
| 126 | SYSCO CORPSYY | 0.02% | 30.5K shares · $71.33 $2.2M | |
| 127 | DOMINOS PIZZADPZ | 0.02% | 5.5K shares · $358.79 $2.0M | |
| 128 | BROWN BROWNBRO | 0.01% | ↗Added 27.27% | 14.0K shares · $65.21 $912,940 |
| 129 | WEYERHAEUSER MTN BEWY | 0.00% | ↗Buy | 17.5K shares · $24.43 $427,525 |
| 129 positions | 100.00% | $11.9B |