What Tom Gayner Bought in Q2 2026
Markel Group · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$13.13B
Total Value
130
Holdings
3
New Buys
4
Reduced
In Q2 2026, Tom Gayner reported 130 long equity positions worth $13.13B in their Markel Group 13F filing, including 3 new positions (largest: ZOETIS INC at $4.8M) and 23 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 2749860 | $971.6M | 7.40% | — |
| 2 | BRK.A | Berkshire Hathaway Inc. Class A | 1114 | $834.2M | 6.35% | — |
| 3 | BRK.B | Berkshire Hathaway Inc. Class B | 1531971 | $766.6M | 5.84% | — |
| 4 | DE | DEERE & CO | 877900 | $556.9M | 4.24% | — |
| 5 | BN | BROOKFIELD CORP | 13073609 | $556.8M | 4.24% | — |
| 6 | AMZN | AMAZON COM INC | 2030760 | $484.0M | 3.69% | — |
| 7 | ADI | ANALOG DEVICES INC | 999671 | $397.0M | 3.02% | +-2.3% |
| 8 | GS | GOLDMAN SACHS GROUP INC | 359360 | $363.4M | 2.77% | — |
| 9 | AAPL | APPLE INC | 1227290 | $355.1M | 2.70% | — |
| 10 | CAT | CATERPILLAR INC | 328650 | $350.0M | 2.67% | — |
| 11 | V | VISA INC | 1013912 | $347.9M | 2.65% | +1.0% |
| 12 | HD | HOME DEPOT INC | 922500 | $325.3M | 2.48% | +0.3% |
| 13 | WSO | WATSCO INC | 597750 | $249.1M | 1.90% | +2.7% |
| 14 | TXN | TEXAS INSTRS INC | 724000 | $215.8M | 1.64% | — |
| 15 | BLK | BLACKROCK INC | 220200 | $211.7M | 1.61% | — |
| 16 | GOOGL | ALPHABET INC | 572000 | $204.4M | 1.56% | — |
| 17 | MSFT | MICROSOFT CORP | 537630 | $200.5M | 1.53% | — |
| 18 | DIS | DISNEY WALT CO | 2031665 | $195.5M | 1.49% | — |
| 19 | AXP | AMERICAN EXPRESS CO | 490450 | $165.9M | 1.26% | — |
| 20 | LOW | LOWES COS INC | 751980 | $165.8M | 1.26% | +1.8% |
| 21 | PGR | PROGRESSIVE CORP | 753750 | $164.7M | 1.25% | — |
| 22 | FNV | FRANCO NEV CORP | 773500 | $161.2M | 1.23% | +9.2% |
| 23 | LPLA | LPL FINL HLDGS INC | 559951 | $157.7M | 1.20% | — |
| 24 | JNJ | JOHNSON & JOHNSON | 610800 | $155.1M | 1.18% | — |
| 25 | BX | BLACKSTONE INC | 1229000 | $144.6M | 1.10% | — |
| 26 | RLI | RLI CORP | 2394544 | $141.4M | 1.08% | — |
| 27 | GD | GENERAL DYNAMICS CORP | 391000 | $138.5M | 1.05% | — |
| 28 | NVO | NOVO-NORDISK A S | 2869774 | $137.6M | 1.05% | — |
| 29 | KKR | KKR & CO INC | 1451800 | $133.2M | 1.01% | — |
| 30 | META | META PLATFORMS INC | 234163 | $131.9M | 1.00% | -5.7% |
| 31 | SCHW | SCHWAB CHARLES CORP | 1394800 | $128.7M | 0.98% | +0.8% |
| 32 | MRSH | MARSH & MCLENNAN COS INC | 763500 | $127.3M | 0.97% | — |
| 33 | APO | APOLLO GLOBAL MGMT INC | 1012500 | $119.8M | 0.91% | — |
| 34 | ADM | ARCHER DANIELS MIDLAND CO | 1505800 | $115.0M | 0.88% | — |
| 35 | LIN | LINDE PLC | 215600 | $111.9M | 0.85% | +5.4% |
| 36 | DEO | DIAGEO PLC | 1372208 | $110.3M | 0.84% | — |
| 37 | MA | MASTERCARD INCORPORATED | 207540 | $106.6M | 0.81% | — |
| 38 | DG | DOLLAR GEN CORP | 869250 | $100.1M | 0.76% | — |
| 39 | BAM | BROOKFIELD ASSET MANAGMT LTD | 2193953 | $98.4M | 0.75% | — |
| 40 | HEI-A | HEICO CORP NEW | 379644 | $97.9M | 0.75% | — |
| 41 | MCO | MOODYS CORP | 213890 | $96.9M | 0.74% | — |
| 42 | ODFL | OLD DOMINION FREIGHT LINE IN | 429150 | $93.0M | 0.71% | — |
| 43 | NSC | NORFOLK SOUTHN CORP | 282500 | $88.9M | 0.68% | — |
| 44 | ITW | ILLINOIS TOOL WKS INC | 327500 | $88.6M | 0.67% | — |
| 45 | JPM | JPMORGAN CHASE & CO | 252550 | $82.7M | 0.63% | — |
| 46 | NVR | NVR INC | 12097 | $82.4M | 0.63% | +0.1% |
| 47 | MSCI | MSCI INC | 142850 | $80.0M | 0.61% | — |
| 48 | ROK | ROCKWELL AUTOMATION INC | 154900 | $76.7M | 0.58% | — |
| 49 | ECL | ECOLAB INC | 274300 | $76.4M | 0.58% | — |
| 50 | SUNB | SUNBELT RENTALS HOLDINGS INC | 974361 | $72.9M | 0.56% | +1.1% |
| 51 | SBUX | STARBUCKS CORP | 623818 | $63.7M | 0.49% | — |
| 52 | ROL | ROLLINS INC | 1516525 | $63.3M | 0.48% | +1.2% |
| 53 | THG | HANOVER INS GROUP INC | 281000 | $60.2M | 0.46% | — |
| 54 | ITIC | INVESTORS TITLE CO NC | 213300 | $58.4M | 0.44% | — |
| 55 | CG | Carlyle Group | 1327000 | $55.9M | 0.43% | — |
| 56 | TSN | TYSON FOODS INC | 913500 | $52.3M | 0.40% | +2.7% |
| 57 | SPGI | S&P GLOBAL INC | 117690 | $47.9M | 0.37% | — |
| 58 | AON | AON PLC | 135800 | $45.0M | 0.34% | — |
| 59 | UNP | UNION PAC CORP | 161028 | $43.8M | 0.33% | +7.2% |
| 60 | FERG | FERGUSON ENTERPRISES INC | 180200 | $42.8M | 0.33% | +5.6% |
| 61 | RTX | RTX CORPORATION | 224000 | $42.5M | 0.32% | — |
| 62 | CSCO | CISCO SYS INC | 355500 | $41.8M | 0.32% | — |
| 63 | MELI | MERCADOLIBRE INC | 24000 | $40.7M | 0.31% | 340.4% |
| 64 | YUM | YUM BRANDS INC | 245213 | $39.2M | 0.30% | — |
| 65 | MAR | MARRIOTT INTL INC NEW | 99500 | $36.9M | 0.28% | +6.1% |
| 66 | ALL-PJ | ALLSTATE CORP | 154550 | $36.8M | 0.28% | — |
| 67 | TMO | THERMO FISHER SCIENTIFIC INC | 73100 | $36.6M | 0.28% | +8.9% |
| 68 | COST | COSTCO WHOLESALE CORPORATION | 39150 | $36.6M | 0.28% | — |
| 69 | HGTY | HAGERTY INC | 3108000 | $35.9M | 0.27% | — |
| 70 | TROW | PRICE T ROWE GROUP INC | 314000 | $35.7M | 0.27% | — |
| 71 | URI | UNITED RENTALS INC | 31150 | $35.3M | 0.27% | — |
| 72 | ABNB | AIRBNB INC | 242389 | $34.7M | 0.26% | — |
| 73 | LMT | LOCKHEED MARTIN CORP | 65213 | $33.2M | 0.25% | — |
| 74 | HCA | HCA HEALTHCARE INC | 84366 | $32.9M | 0.25% | +2.3% |
| 75 | SHW | SHERWIN WILLIAMS CO | 94172 | $32.4M | 0.25% | — |
| 76 | FDS | FACTSET RESH SYS INC | 135376 | $31.1M | 0.24% | — |
| 77 | LAMR | LAMAR ADVERTISING CO | 193000 | $30.1M | 0.23% | — |
| 78 | VRSK | VERISK ANALYTICS INC | 155950 | $28.0M | 0.21% | — |
| 79 | CSX | CSX CORP | 584500 | $27.8M | 0.21% | +10.3% |
| 80 | AMAT | APPLIED MATLS INC | 36350 | $26.3M | 0.20% | — |
| 81 | APD | AIR PRODUCTS AND CHEMICALS I | 88500 | $25.9M | 0.20% | +17.2% |
| 82 | FIX | COMFORT SYS USA INC | 13000 | $25.8M | 0.20% | — |
| 83 | CCK | CROWN HLDGS INC | 220000 | $24.6M | 0.19% | — |
| 84 | BF-B | BROWN FORMAN CORP | 843000 | $23.1M | 0.18% | — |
| 85 | RNR-PG | RENAISSANCERE HLDGS LTD | 70000 | $22.2M | 0.17% | — |
| 86 | EPD | ENTERPRISE PRODS PARTNERS L | 569000 | $20.9M | 0.16% | +181.7% |
| 87 | PM | PHILIP MORRIS INTL INC | 114500 | $20.7M | 0.16% | — |
| 88 | ACN | ACCENTURE PLC IRELAND | 159400 | $19.8M | 0.15% | — |
| 89 | CMCSA | Comcast Corporation | 802074 | $19.7M | 0.15% | -16.6% |
| 90 | HXL | HEXCEL CORP NEW | 189000 | $18.9M | 0.14% | — |
| 91 | NKE | NIKE INC | 447400 | $18.4M | 0.14% | — |
| 92 | COF | Capital One Financial | 91000 | $18.3M | 0.14% | — |
| 93 | BNY | BANK NEW YORK MELLON CORP | 124500 | $18.0M | 0.14% | — |
| 94 | CARR | CARRIER GLOBAL CORPORATION | 235000 | $17.2M | 0.13% | — |
| 95 | WFC | WELLS FARGO & CO | 204450 | $16.9M | 0.13% | — |
| 96 | SEIC | SEI INVTS CO | 173200 | $15.2M | 0.12% | — |
| 97 | PAYX | PAYCHEX INC | 150000 | $14.7M | 0.11% | — |
| 98 | HSY | HERSHEY CO | 75000 | $13.2M | 0.10% | — |
| 99 | PEP | PEPSICO INC | 96210 | $13.0M | 0.10% | — |
| 100 | BF-B | BROWN FORMAN CORP | 474187 | $12.6M | 0.10% | — |
| 101 | SPOT | SPOTIFY TECHNOLOGY S A | 25900 | $11.9M | 0.09% | — |
| 102 | SHOP | SHOPIFY INC | 102750 | $11.7M | 0.09% | — |
| 103 | EFX | EQUIFAX INC | 72850 | $11.6M | 0.09% | — |
| 104 | CME | CME GROUP INC | 49750 | $11.0M | 0.08% | — |
| 105 | CBOE | CBOE GLOBAL MKTS INC | 43700 | $10.6M | 0.08% | — |
| 106 | UBER | UBER TECHNOLOGIES INC | 142500 | $10.3M | 0.08% | — |
| 107 | OTIS | OTIS WORLDWIDE CORP | 133620 | $9.6M | 0.07% | +16.6% |
| 108 | IQV | IQVIA HLDGS INC | 46900 | $9.1M | 0.07% | — |
| 109 | HII | HUNTINGTON INGALLS INDS INC | 27500 | $7.7M | 0.06% | — |
| 110 | XOM | EXXON MOBIL CORP | 56100 | $7.7M | 0.06% | +19.4% |
| 111 | NSP | INSPERITY INC | 181336 | $7.5M | 0.06% | — |
| 112 | KMX | CARMAX INC | 136500 | $7.2M | 0.05% | — |
| 113 | SNEJF | SONY GROUP CORP | 335000 | $6.7M | 0.05% | — |
| 114 | CNI | CANADIAN NATL RY CO | 53500 | $6.4M | 0.05% | — |
| 115 | CP | CANADIAN PACIFIC KANSAS CITY | 73000 | $6.3M | 0.05% | +22.7% |
| 116 | GHC | GRAHAM HLDGS CO | 5200 | $5.9M | 0.05% | — |
| 117 | EMN | EASTMAN CHEM CO | 74950 | $5.0M | 0.04% | — |
| 118 | ZTS | ZOETIS INC | 66195 | $4.8M | 0.04% | NEW |
| 119 | BC | BRUNSWICK CORP | 51250 | $4.3M | 0.03% | — |
| 120 | WRB | BERKLEY W R CORP | 60750 | $4.3M | 0.03% | — |
| 121 | MGM | MGM RESORTS INTERNATIONAL | 87500 | $4.2M | 0.03% | — |
| 122 | AYI | ACUITY INC | 9750 | $3.7M | 0.03% | — |
| 123 | ICE | Intercontinental Exchange | 28870 | $3.6M | 0.03% | — |
| 124 | EXP | EAGLE MATLS INC | 14750 | $3.3M | 0.03% | — |
| 125 | WY | WEYERHAEUSER CO | 120000 | $2.9M | 0.02% | 585.7% |
| 126 | NFLX | NETFLIX INC. | 40000 | $2.9M | 0.02% | NEW |
| 127 | SYY | SYSCO CORP | 30500 | $2.5M | 0.02% | — |
| 128 | DPZ | DOMINOS PIZZA INC | 5500 | $1.6M | 0.01% | — |
| 129 | BRO | BROWN & BROWN INC | 14000 | $898K | 0.01% | — |
| 130 | UFPI | UFP INDUSTRIES INC | 4000 | $363K | 0.00% | NEW |