Tom Gayner Portfolio (Markel Group Inc.)
About Markel Group Inc.
Markel Group Inc. is a Investment Manager managing $12.32B in 13F-reportable assets, led by Tom Gayner. The portfolio below reflects the Q3 2025 SEC Form 13F filing.
The information on this page is for informational purposes only and does not constitute investment advice, financial advice, or any recommendation. Billiver does not recommend buying, selling, or holding any security. Past performance is not indicative of future results.
Data may be delayed and accuracy is not guaranteed. All investment decisions are solely your responsibility. Verify information independently and consult a qualified financial advisor before investing. About · Methodology
Source: SEC EDGAR Form 13F. Data may be 45+ days delayed from actual trading activity. 13F filings only cover long positions in US-listed equities and do not include short positions, derivatives, non-US securities, or fixed income holdings.
Sector Distribution
Portfolio Holdings
59 of 100 linked to profiles
Showing top 100 of 208 total holdings, sorted by value.
| # | Company | Value | % Port |
|---|---|---|---|
| 1 | GOOGL | $669.7M | 5.44% |
| 2 | AMZN | $445.9M | 3.62% |
| 3 | DE | $401.4M | 3.26% |
| 4 | HD | $372.8M | 3.03% |
| 5 | V | $341.1M | 2.77% |
| 6 | AAPL | $312.5M | 2.54% |
| 7 | ADI | $286.9M | 2.33% |
| 8 | GS | $286.2M | 2.32% |
| 9 | MSFT | $275.6M | 2.24% |
| 10 | BLK | $256.7M | 2.08% |
| 11 | WSO | $228.5M | 1.85% |
| 12 | BX | $210.0M | 1.70% |
| 13 | META | $205.8M | 1.67% |
| 14 | KKR | $188.7M | 1.53% |
| 15 | PGR | $186.1M | 1.51% |
| 16 | AXP | $160.8M | 1.31% |
| 17 | CAT | $156.8M | 1.27% |
| 18 | RLI | $156.2M | 1.27% |
| 19 | GOOGL | $139.1M | 1.13% |
| 20 | GD | $133.3M | 1.08% |
| 21 | NVO | $131.4M | 1.07% |
| 22 | MA | $118.0M | 0.96% |
| 23 | JNJ | $113.3M | 0.92% |
| 24 | MCO | $101.9M | 0.83% |
| 25 | NVR | $95.6M | 0.78% |
| 26 | LIN | $91.6M | 0.74% |
| 27 | ADM | $90.0M | 0.73% |
| 28 | ROL | $86.7M | 0.70% |
| 29 | CG | $83.2M | 0.68% |
| 30 | MSCI | $81.1M | 0.66% |
| 31 | JPM | $79.7M | 0.65% |
| 32 | ECL | $75.1M | 0.61% |
| 33 | SPGI | $73.3M | 0.60% |
| 34 | ROK | $54.1M | 0.44% |
| 35 | SBUX | $52.8M | 0.43% |
| 36 | FDX | $50.2M | 0.41% |
| 37 | AON | $46.3M | 0.38% |
| 38 | TSN | $46.1M | 0.37% |
| 39 | VRSK | $39.2M | 0.32% |
| 40 | RTX | $37.5M | 0.30% |
| 41 | HGTY | $37.5M | 0.30% |
| 42 | YUM | $34.4M | 0.28% |
| 43 | ALL | $33.2M | 0.27% |
| 44 | SHW | $32.6M | 0.26% |
| 45 | HCA | $32.1M | 0.26% |
| 46 | NKE | $31.2M | 0.25% |
| 47 | LMT | $31.1M | 0.25% |
| 48 | URI | $29.7M | 0.24% |
| 49 | ABNB | $27.6M | 0.22% |
| 50 | TMO | $27.1M | 0.22% |
| 51 | BF.B | $22.7M | 0.18% |
| 52 | PAYX | $19.0M | 0.15% |
| 53 | EFX | $18.7M | 0.15% |
| 54 | SHOP | $15.3M | 0.12% |
| 55 | CARR | $14.0M | 0.11% |
| 56 | PEP | $13.5M | 0.11% |
| 57 | BF.B | $12.8M | 0.10% |
| 58 | UBER | $12.1M | 0.10% |
| 59 | TGT | $11.9M | 0.10% |
Other Assets (41)Click to expand
These holdings could not be matched to company profiles. They may include non-US stocks, bonds, options, or other asset types not in our database.
| Name | Value |
|---|---|
| BERKSHIRE HATHAWAY INC DEL | $840.2M |
| BERKSHIRE HATHAWAY INC DEL | $770.2M |
| BROOKFIELD CORP | $597.7M |
| DISNEY WALT CO | $232.6M |
| LPL FINL HLDGS INC | $184.1M |
| LOWES COS INC | $182.6M |
| MARSH & MCLENNAN COS INC | $152.2M |
| FRANCO NEV CORP | $135.0M |
| APOLLO GLOBAL MGMT INC | $134.9M |
| TEXAS INSTRS INC | $133.0M |
| DIAGEO PLC | $130.4M |
| SCHWAB CHARLES CORP | $130.3M |
| BROOKFIELD ASSET MANAGMT LTD | $124.9M |
| HEICO CORP NEW | $96.5M |
| DOLLAR GEN CORP NEW | $89.8M |
| ILLINOIS TOOL WKS INC | $85.4M |
| NORFOLK SOUTHN CORP | $77.1M |
| INVESTORS TITLE CO NC | $57.1M |
| HANOVER INS GROUP INC | $51.0M |
| OLD DOMINION FREIGHT LINE IN | $50.5M |
| ACCENTURE PLC IRELAND | $39.3M |
| COSTCO WHSL CORP NEW | $36.2M |
| FACTSET RESH SYS INC | $33.4M |
| FERGUSON ENTERPRISES INC | $33.0M |
| PRICE T ROWE GROUP INC | $32.2M |
| COMCAST CORP NEW | $30.2M |
| UNION PAC CORP | $30.0M |
| CISCO SYS INC | $24.3M |
| LAMAR ADVERTISING CO NEW | $20.8M |
| CAPITAL ONE FINL CORP | $19.3M |
| MARRIOTT INTL INC NEW | $19.1M |
| PHILIP MORRIS INTL INC | $18.6M |
| CROWN HLDGS INC | $18.3M |
| SPOTIFY TECHNOLOGY S A | $18.1M |
| RENAISSANCERE HLDGS LTD | $17.8M |
| AIR PRODS & CHEMS INC | $17.7M |
| WELLS FARGO CO NEW | $17.1M |
| SEI INVTS CO | $14.7M |
| BANK NEW YORK MELLON CORP | $13.2M |
| CHOICE HOTELS INTL INC | $12.3M |
| HEXCEL CORP NEW | $11.8M |