All Investors

Markel Group (Tom Gayner)

CIK: 0001096343 · Filing period: 2026-03-31
1.4×
Trust Weight
129
Positions
7
In our model
4
New
27
Increasing
2
Decreasing
96
Unchanged
In Our Model Portfolio
These holdings also appear in the Bogen Capital model
AMZN 3.5% MSFT 1.7% GOOGL 1.4% AXP 1.2% SPOT 0.1% UBER 0.1% UNH 0.0%
Top 10 positions (% of portfolio)
Sector breakdown
All Holdings
129 positions, sorted by portfolio weight
← swipe to see all columns
# Company Ticker Sector % of Portfolio Activity Change
1 BERKSHIRE HATHAWAY INC DEL BRK.B Other 6.7% — Unchanged —
2 ALPHABET INC GOOG Technology 6.6% — Unchanged —
3 BERKSHIRE HATHAWAY INC DEL BRK-B Other 6.2% — Unchanged —
4 BROOKFIELD CORP BN Financials 4.4% — Unchanged —
5 DEERE & CO DE Other 4.1% — Unchanged —
6 AMAZON COM INC AMZN Technology 3.5% — Unchanged —
7 ANALOG DEVICES INC — Other 2.7% — Unchanged —
8 APPLE INC AAPL Technology 2.6% — Unchanged —
9 GOLDMAN SACHS GROUP INC GS Other 2.5% — Unchanged —
10 VISA INC V Technology 2.5% — Unchanged +0%
11 HOME DEPOT INC HD Other 2.5% — Unchanged —
12 CATERPILLAR INC CAT Other 1.9% — Unchanged —
13 BLACKROCK INC — Other 1.8% — Unchanged —
14 WATSCO INC — Other 1.8% — Unchanged +1%
15 MICROSOFT CORP MSFT Technology 1.7% — Unchanged +0%
16 DISNEY WALT CO DIS Other 1.6% — Unchanged —
17 FRANCO NEV CORP — Other 1.5% ▲ Increasing +4%
18 LOWES COS INC LOW Other 1.5% — Unchanged +0%
19 LPL FINL HLDGS INC — Other 1.4% — Unchanged —
20 ALPHABET INC GOOGL Technology 1.4% — Unchanged —
21 JOHNSON & JOHNSON JNJ Other 1.2% — Unchanged —
22 PROGRESSIVE CORP PGR Other 1.2% — Unchanged —
23 AMERICAN EXPRESS CO AXP Financials 1.2% — Unchanged +0%
24 META PLATFORMS INC META Technology 1.2% — Unchanged —
25 BLACKSTONE INC — Other 1.2% — Unchanged —
26 TEXAS INSTRS INC TXN Other 1.2% — Unchanged —
27 RLI CORP — Other 1.1% — Unchanged —
28 GENERAL DYNAMICS CORP — Other 1.1% — Unchanged —
29 KKR & CO INC KKR Other 1.1% — Unchanged —
30 MARSH & MCLENNAN COS INC — Other 1.1% — Unchanged +0%
31 SCHWAB CHARLES CORP SCHW Financials 1.1% — Unchanged +1%
32 APOLLO GLOBAL MGMT INC — Other 0.9% — Unchanged —
33 ARCHER DANIELS MIDLAND CO — Other 0.9% — Unchanged —
34 NOVO-NORDISK A S — Other 0.9% — Unchanged —
35 MASTERCARD INCORPORATED MA Technology 0.9% — Unchanged —
36 DIAGEO PLC DEO Other 0.9% — Unchanged —
37 DOLLAR GEN CORP NEW DG Other 0.9% — Unchanged —
38 LINDE PLC — Other 0.8% ▲ Increasing +2%
39 BROOKFIELD ASSET MANAGMT LTD — Other 0.8% — Unchanged —
40 MOODYS CORP MCO Financials 0.8% — Unchanged —
41 ILLINOIS TOOL WKS INC ITW Other 0.7% — Unchanged —
42 OLD DOMINION FREIGHT LINE IN — Other 0.7% — Unchanged +2%
43 NORFOLK SOUTHN CORP SO Other 0.7% ▲ Increasing +3%
44 HEICO CORP NEW HEI Other 0.7% — Unchanged —
45 NVR INC NVR Other 0.7% — Unchanged +1%
46 ROLLINS INC — Other 0.7% — Unchanged +1%
47 MSCI INC — Other 0.6% — Unchanged —
48 JPMORGAN CHASE & CO. JPM Financials 0.6% — Unchanged —
49 ECOLAB INC — Other 0.6% — Unchanged —
50 CARLYLE GROUP INC — Other 0.5% — Unchanged —
… and 79 more positions
#1 BERKSHIRE HATHAWAY INC DEL 6.7%
BRK.B · Other — Unchanged
#2 ALPHABET INC 6.6%
GOOG · Technology — Unchanged
#3 BERKSHIRE HATHAWAY INC DEL 6.2%
BRK-B · Other — Unchanged
#4 BROOKFIELD CORP 4.4%
BN · Financials — Unchanged
#5 DEERE & CO 4.1%
DE · Other — Unchanged
#6 AMAZON COM INC 3.5%
AMZN · Technology — Unchanged
#7 ANALOG DEVICES INC 2.7%
Other — Unchanged
#8 APPLE INC 2.6%
AAPL · Technology — Unchanged
#9 GOLDMAN SACHS GROUP INC 2.5%
GS · Other — Unchanged
#10 VISA INC 2.5%
V · Technology — Unchanged
#11 HOME DEPOT INC 2.5%
HD · Other — Unchanged
#12 CATERPILLAR INC 1.9%
CAT · Other — Unchanged
#13 BLACKROCK INC 1.8%
Other — Unchanged
#14 WATSCO INC 1.8%
Other — Unchanged
#15 MICROSOFT CORP 1.7%
MSFT · Technology — Unchanged
#16 DISNEY WALT CO 1.6%
DIS · Other — Unchanged
#17 FRANCO NEV CORP 1.5%
Other ▲ Increasing +4%
#18 LOWES COS INC 1.5%
LOW · Other — Unchanged
#19 LPL FINL HLDGS INC 1.4%
Other — Unchanged
#20 ALPHABET INC 1.4%
GOOGL · Technology — Unchanged
#21 JOHNSON & JOHNSON 1.2%
JNJ · Other — Unchanged
#22 PROGRESSIVE CORP 1.2%
PGR · Other — Unchanged
#23 AMERICAN EXPRESS CO 1.2%
AXP · Financials — Unchanged
#24 META PLATFORMS INC 1.2%
META · Technology — Unchanged
#25 BLACKSTONE INC 1.2%
Other — Unchanged
#26 TEXAS INSTRS INC 1.2%
TXN · Other — Unchanged
#27 RLI CORP 1.1%
Other — Unchanged
#28 GENERAL DYNAMICS CORP 1.1%
Other — Unchanged
#29 KKR & CO INC 1.1%
KKR · Other — Unchanged
#30 MARSH & MCLENNAN COS INC 1.1%
Other — Unchanged
#31 SCHWAB CHARLES CORP 1.1%
SCHW · Financials — Unchanged
#32 APOLLO GLOBAL MGMT INC 0.9%
Other — Unchanged
#33 ARCHER DANIELS MIDLAND CO 0.9%
Other — Unchanged
#34 NOVO-NORDISK A S 0.9%
Other — Unchanged
#35 MASTERCARD INCORPORATED 0.9%
MA · Technology — Unchanged
#36 DIAGEO PLC 0.9%
DEO · Other — Unchanged
#37 DOLLAR GEN CORP NEW 0.9%
DG · Other — Unchanged
#38 LINDE PLC 0.8%
Other ▲ Increasing +2%
#39 BROOKFIELD ASSET MANAGMT LTD 0.8%
Other — Unchanged
#40 MOODYS CORP 0.8%
MCO · Financials — Unchanged
#41 ILLINOIS TOOL WKS INC 0.7%
ITW · Other — Unchanged
#42 OLD DOMINION FREIGHT LINE IN 0.7%
Other — Unchanged
#43 NORFOLK SOUTHN CORP 0.7%
SO · Other ▲ Increasing +3%
#44 HEICO CORP NEW 0.7%
HEI · Other — Unchanged
#45 NVR INC 0.7%
NVR · Other — Unchanged
#46 ROLLINS INC 0.7%
Other — Unchanged
#47 MSCI INC 0.6%
Other — Unchanged
#48 JPMORGAN CHASE & CO. 0.6%
JPM · Financials — Unchanged
#49 ECOLAB INC 0.6%
Other — Unchanged
#50 CARLYLE GROUP INC 0.5%
Other — Unchanged
… and 79 more positions
⚠ Disclaimer: Holdings data from SEC EDGAR 13F filings for Markel Group (Tom Gayner), delayed up to 135 days after quarter-end. This is not investment advice. The investor may have already changed these positions.

Get the Weekly Update

Every Sunday, we'll send you what Buffett, Dalio, Ackman and 47 other legendary investors are buying — free, straight from their SEC filings.
Free forever · No spam · Unsubscribe anytime
© 2026 Bogen Capital  ·  Not financial advice  ·  Data delayed up to 135 days Methodology  ·  Contact  ·  API