Tom Gayner
Markel Group
CEO of Markel Group, often called a 'baby Berkshire'. Invests the insurer's capital in quality companies for the long term.
13F portfolio value
Q2 2026
$13.13B
1-year growth
+11.0%
2-year growth
+29.2%
Positions
130
Top 10 share
42.9%
Quarterly turnover
0.3%
Last filed
Jul 31, 2026
Q2 2026: summary
MakklerAI- Markel’s 13F portfolio grew from $11.9B to $13.1B quarter over quarter, with 130 positions and 0.3% turnover.
- GOOG was the largest holding at 7.4%, up from 6.6% in the prior quarter; the top ten made up 42.9% of the portfolio.
- MELI shares increased 340.4% to $41M (0.3% weight), while FNV rose 9.2% to $161M (1.2%).
- SMG and UNH were exited; META was reduced 5.7% and ADI 2.3%. The filing also reported 22 additions and three reductions.
Filings between 13Fs
Form 4 (insider trades, filed within 2 business days) and Schedule 13D/13G (stakes above 5%). Much fresher than a 13F, which can be 45 days old.
1 new filings since the last 13F
13D · active stakeHagerty, Inc.HGTYSep 14, 2026
42.0% stake · 79.38M sharesSEC
MakklerAI
Ask MakklerAI about Tom Gayner's portfolio
Explore this quarter's moves and where each position stands against its estimated buy price and Makkler Fair Value. Answers are based on the 13F and today's prices.