Thomas Gayner - Markel Group Inc. 13F Activity & Position Changes (Q1 2014)
According to the SEC 13F filed on Jul 31, 2026, the Markel Group Inc. portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2014. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2014, the filing reported:
New Buys - Cisco Systems, Inc., Culp, Inc., CVS Health Corporation, Marsh & McLennan Companies, Inc, The Travelers Companies, Inc.
Increases - BlackRock, Inc., BLACKSTONE INC, Copart, Inc., Chevron Corporation, Ecolab Inc., and 19 more
Reductions - Accenture plc, Archer-Daniels-Midland Company, Automatic Data Processing, Inc., Air Products and Chemicals, Inc, American Express Company, and 40 more
Complete Exits - Amazon.com, Inc., The Bank of New York Mellon Cor, Enterprise Products Partners L., International Business Machines, ONEOK, Inc., and 1 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Showing 30 of 80 transactions.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2014
|
ACN
Accenture plc
|
Sell |
-4,400
|
|
Q1 2014
|
ADM
Archer-Daniels-Midland Company
|
Sell |
-7,800
|
|
Q1 2014
|
ADP
Automatic Data Processing, Inc.
|
Sell |
-4,400
|
|
Q1 2014
|
AMZN
Amazon.com, Inc.
|
Sell - Position Exit |
-15,700
|
|
Q1 2014
|
APD
Air Products and Chemicals, Inc
|
Sell |
-1,000
|
|
Q1 2014
|
AXP
American Express Company
|
Sell |
-3,500
|
|
Q1 2014
|
BAM
Brookfield Asset Management Inc
|
Sell |
-19,025
|
|
Q1 2014
|
BF-A
Brown Forman Inc
|
Sell |
-3,990
|
|
Q1 2014
|
BF-B
Brown Forman Inc
|
Sell |
-997
|
|
Q1 2014
|
BK
The Bank of New York Mellon Cor
|
Sell - Position Exit |
-111,603
|
|
Q1 2014
|
BLK
BlackRock, Inc.
|
Buy |
+14,600
|
|
Q1 2014
|
BRK-A
Berkshire Hathaway Inc.
|
Sell |
-16
|
|
Q1 2014
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-15,650
|
|
Q1 2014
|
BUD
Anheuser-Busch Inbev SA Sponsor
|
Sell |
-1,600
|
|
Q1 2014
|
BXCHF
BLACKSTONE INC
|
Buy |
+24,600
|
|
Q1 2014
|
CAT
Caterpillar, Inc.
|
Sell |
-1,000
|
|
Q1 2014
|
COF
Capital One Financial Corporati
|
Sell |
-9,400
|
|
Q1 2014
|
COST
Costco Wholesale Corporation
|
Sell |
-300
|
|
Q1 2014
|
CPRT
Copart, Inc.
|
Buy |
+210,000
|
|
Q1 2014
|
CSCO
Cisco Systems, Inc.
|
Buy - Position Entry |
+23,000
|
|
Q1 2014
|
CULP
Culp, Inc.
|
Buy - Position Entry |
+10,000
|
|
Q1 2014
|
CVS
CVS Health Corporation
|
Buy - Position Entry |
+96,000
|
|
Q1 2014
|
CVX
Chevron Corporation
|
Buy |
+3,000
|
|
Q1 2014
|
DEO
Diageo plc
|
Sell |
-8,820
|
|
Q1 2014
|
DIS
Walt Disney Company (The)
|
Sell |
-24,000
|
|
Q1 2014
|
ECL
Ecolab Inc.
|
Buy |
+13,600
|
|
Q1 2014
|
EMR
Emerson Electric Company
|
Sell |
-4,900
|
|
Q1 2014
|
EPD
Enterprise Products Partners L.
|
Sell - Position Exit |
-6,300
|
|
Q1 2014
|
FDS
FactSet Research Systems Inc.
|
Buy |
+26,000
|
|
Q1 2014
|
FHI
Federated Hermes, Inc.
|
Sell |
-21,700
|