Tom Gayner's portfolio — Markel Group

Markel's investment portfolio, often called a 'baby Berkshire' for its long-term equity holdings.

Markel Group's 13F filing for Q2 2026 lists 130 stocks worth $13.1B, led by GOOG, BRK.A, BRK.B. That quarter it opened 3 new positions, added to 20, reduced 3 and sold out of 2.

Top holdings, Q2 2026

1. GOOG ALPHABET INC — $972M (7.4% of the portfolio)
2. BRK.A BERKSHIRE HATHAWAY INC DEL — $834M (6.4% of the portfolio)
3. BRK.B BERKSHIRE HATHAWAY INC DEL — $767M (5.8% of the portfolio)
4. DE Deere & Co — $557M (4.2% of the portfolio)
5. BN Brookfield Corp — $557M (4.2% of the portfolio)
6. AMZN AMAZON COM INC — $484M (3.7% of the portfolio)
7. ADI ANALOG DEVICES INC — $397M (3.0% of the portfolio)
8. GS GOLDMAN SACHS GROUP INC — $363M (2.8% of the portfolio)
9. AAPL APPLE INC — $355M (2.7% of the portfolio)
10. CAT CATERPILLAR INC — $350M (2.7% of the portfolio)

What stocks does Tom Gayner own?

Tom Gayner's largest holdings at Markel Group as of Q2 2026 are GOOG (7.4%), BRK.A (6.4%), BRK.B (5.8%), DE (4.2%), BN (4.2%).

How much is Tom Gayner's portfolio worth?

Markel Group reported $13.1B in U.S. stocks across 130 holdings in its Q2 2026 13F filing.

What did Tom Gayner buy and sell in Q2 2026?

It opened 3 new positions, added to 20, reduced 3 and sold out of 2.

Every position in Markel Group's 13F filing · All famous investors · What they hold in common