TG
Tom Gayner
Markel Group (Markel-Gayner)13F filer
Insurance float; quality value — as the firm describes itselfPortfolio as of Jun 30, 2026Filed Jul 31, 2026
Quarter ended Jun 30, 2026, from the 13F filed Jul 31, 2026Changes are against the quarter ended Mar 31, 2026U.S.-listed shares only — no bonds, cash, shorts or foreign listings
Portfolio value
$13.13B
As reported, at quarter-end prices
Positions
130
U.S.-listed companies held
3 new · 2 exited this quarter
Concentration
43%in the top 10
Weight held in the ten largest positions
This quarter
24added · 3trimmed
Positions resized since the prior quarter
What changed this quarter
See which positions were opened, increased, reduced or closed—and how large those positions are now.
16 of 32 reported changes are available in this view.
| Company | Reported move | Change in shares | Portfolio weight now |
|---|---|---|---|
ZOETIS INCZTS | New position | Not held in prior quarter | 0.04% |
NETFLIX INCNFLX | New position | Not held in prior quarter | 0.02% |
| New position | Not held in prior quarter | <0.01% | |
SCOTTS MIRACLE GRO COSMG | Sold out | Position closed | No longer held |
UNITEDHEALTH GROUP INCUNH | Sold out | Position closed | No longer held |
MERCADOLIBRE INCMELI | Added to | +340.4% | 0.31% |
Franco Nev CorpFNV | Added to | +9.2% | 1.23% |
ENTERPRISE PRODS PARTNERS L | Added to | +181.7% | 0.16% |
WATSCO INCWSO | Added to | +2.7% | 1.90% |
LINDE PLCLIN | Added to | +5.4% | 0.85% |
Showing 1–10 of 32 changes · Share classes count separatelyBars: square-root scale · Percentages shown · — unavailable
Changes compare reported share counts at quarter-end. The filing does not tell us when trades happened or why the investor made them.
Portfolio
| Ticker | Issuer | % of portfolio | Reported price | Value | Shares |
|---|---|---|---|---|---|
| GOOG | ALPHABET INC· CAP STK CL CUNCHANGED | 7.40% | $353.33 | $971.61M | 2.7M |
| BRK/A | BERKSHIRE HATHAWAY INC DEL· CL AUNCHANGED | 6.35% | $748,850.00 | $834.22M | 1.1K |
| BRK/B | BERKSHIRE HATHAWAY INC DEL· CL B NEWUNCHANGED | 5.84% | $500.39 | $766.58M | 1.5M |
| DE | DEERE & COUNCHANGED | 4.24% | $634.33 | $556.88M | 877.9K |
| BN | BROOKFIELD CORPORATION· VTG SHS CL AUNCHANGED | 4.24% | $42.59 | $556.81M | 13.1M |
| AMZN | AMAZON COM INCUNCHANGED | 3.69% | $238.34 | $484.01M | 2.0M |
| ADI | ANALOG DEVICES INCDECREASED -2.3% | 3.02% | $397.17 | $397.04M | 999.7K |
| GS | GOLDMAN SACHS GROUP INCUNCHANGED | 2.77% | $1,011.37 | $363.45M | 359.4K |
| AAPL | APPLE INCUNCHANGED | 2.70% | $289.36 | $355.13M | 1.2M |
| CAT | CATERPILLAR INCUNCHANGED | 2.67% | $1,064.90 | $349.98M | 328.6K |
Showing 1–10 of 130 · the top 10 are 42.9% of the reported portfolioEach row opens the company · how we read 13F filings
Reported price is this manager's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what they paid. 13F reports no cost basis.
All 130 positions, with reported prices and share counts, open with a free account.
Connected research
Follow this portfolio through time.
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- “What has Tom Gayner been buying over the last year, quarter by quarter?”
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