Investor profile · Q2 2026 13F

Tom Gayner’s Portfolio

Runs Markel, the specialty insurer often called a 'baby Berkshire,' and has managed its public equity portfolio with a quality-compounder discipline since 1990.

Portfolio value

$13.13B

Holdings

205

Last 13F filed

Jul 31, 2026

Report quarter

Q2 2026

MARKEL GROUP INC. Read the full Q2 2026 analysis →

Top holdings

1GOOGAlphabet Inc$971.61M7.4%2BRK/ABerkshire Hathaway Inc Del$834.22M6.4%3BRK/BBerkshire Hathaway Inc Del$766.58M5.8%4DEDeere & Co$556.88M4.2%5BNBrookfield Corp$556.81M4.2%6AMZNAmazon Com Inc$484.01M3.7%7ADIAnalog Devices Inc$397.04M3.0%8GSGoldman Sachs Group Inc$363.45M2.8%9AAPLApple Inc$355.13M2.7%10CATCaterpillar Inc$349.98M2.7%

Full holdings, history & AI analysis on the Markel Group page →

Data source: Markel Group’s SEC Form 13F-HR filings, most recently filed Jul 31, 2026. 13F filings disclose long U.S. equity positions only, with up to a 45-day lag. How we process this data →