SweetValueLab
Write for us

Thomas Gayner — 13F History

Markel Group Inc.CIK 0001096343Form 13F-HR on EDGAR
Portfolio value$13.1B
Positions130
QuarterQ2 2026ended 2026-06-30
Filed07/312026

Every 13F on file since Q2 2013: what Thomas Gayner bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

53 filings · newest first
Q2 2026$13.1B · 130 stocks · filed Jul 31, 2026
3 bought24 added3 reduced2 sold
added +340% MELIadded +9% FNVadded +182% EPDsold SMGreduced −2% ADIreduced −6% META
Q1 2026$11.9B · 129 stocks · filed May 1, 2026
4 bought43 added2 reduced3 sold
bought SUNBreduced −22% SPGIsold TGTsold CHHbought MELIbought EPD
Q4 2025$12.5B · 128 stocks · filed Feb 6, 2026
1 bought42 added3 reduced2 sold
added +50% BNsold FDXreduced −12% ADIadded +21% NVOreduced −11% METAadded +13% FNV
Q3 2025$12.3B · 129 stocks · filed Oct 31, 2025
3 bought27 added2 reduced11 sold
sold MMMadded +6% FNVadded +338% CSXsold OIadded +30% UNPadded +5% NVO
Q2 2025$11.8B · 137 stocks · filed Aug 1, 2025
3 bought37 added6 reduced1 sold
reduced −60% MMMreduced −4% WSOadded +5% NVOadded +8% FNVreduced −62% GPKreduced −46% OI
Q1 2025$11.3B · 135 stocks · filed May 2, 2025
3 bought41 added1 reduced0 sold
added +100% RLIreduced −77% CABOadded +59% ABNBadded +9% FNVadded +8% LINadded +5% ADM
Q4 2024$11.3B · 132 stocks · filed Feb 7, 2025
6 bought44 added2 reduced6 sold
bought BLKsold BLKCHFsold RTX CORPORATIONbought RTXsold WHRadded +40% FNV
Q3 2024$11.1B · 132 stocks · filed Nov 1, 2024
6 bought36 added4 reduced8 sold
bought RTX CORPORATIONsold RTXbought FERGsold FERGreduced −44% WHRadded +41% FNV
Q2 2024$10.2B · 134 stocks · filed Aug 2, 2024
3 bought43 added2 reduced1 sold
Q1 2024$10.1B · 132 stocks · filed May 3, 2024
5 bought42 added1 reduced1 sold
reduced −94% SRCLEURadded +3% DEadded +7% LPLAadded +11% TSNadded +72% URIadded +49% FERG
Q4 2023$9.2B · 128 stocks · filed Feb 2, 2024
2 bought43 added2 reduced7 sold
sold ATVIEURadded +42% LPLAsold LBRDAadded +5% DEsold LBRDKreduced −67% BNY
Q3 2023$8.3B · 133 stocks · filed Nov 3, 2023
6 bought45 added4 reduced4 sold
added +100% NVOadded +137% LPLAsold LSXMKUSDsold LM03added +16% DGadded +41% CABO

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.