Markel Group (Tom Gayner)

An insurer that invests like a "baby Berkshire": quality companies for the long run.

What Tom Gayner held at Q2 2026: 130 positions, the largest GOOG +7.4 %, BRK-A +6.4 %, BRK-B +5.8 %, DE +4.2 %, BN +4.2 %. Changes against the quarter before.

• GOOG – +7.4 %
• BRK-A – +6.4 %
• BRK-B – +5.8 %
• DE – +4.2 %
• BN – +4.2 %
• AMZN – +3.7 %
• ADI – +3.0 %
• GS – +2.8 %
• AAPL – +2.7 %
• CAT – +2.7 %
• V – +2.6 %
• HD – +2.5 %
• WSO – +1.9 %
• TXN – +1.6 %
• BLK – +1.6 %
• GOOGL – +1.6 %
• MSFT – +1.5 %
• DIS – +1.5 %
• AXP – +1.3 %
• LOW – +1.3 %
• PGR – +1.3 %
• FNV – +1.2 %
• LPLA – +1.2 %
• JNJ – +1.2 %
• BX – +1.1 %
• RLI – +1.1 %
• GD – +1.1 %
• NVO – +1.0 %
• KKR – +1.0 %
• META – +1.0 %
• SCHW – +1.0 %
• MRSH – +1.0 %
• APO – +0.9 %
• ADM – +0.9 %
• LIN – +0.9 %
• DEO – +0.8 %
• MA – +0.8 %
• DG – +0.8 %
• BAM – +0.7 %
• HEI-A – +0.7 %