Thomas Gayner - Markel Group Inc. 13F Activity & Position Changes (Q1 2015)
According to the SEC 13F filed on Oct 30, 2026, the Markel Group Inc. portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2015. 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 2015, the filing reported:
New Buys - Accenture plc, Ascent Industries Co., Archer-Daniels-Midland Company, Automatic Data Processing, Inc., American Express Company, and 81 more
Increases - Berkshire Hathaway Inc.
Reductions - None reported
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Showing 30 of 87 transactions.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2015
|
ACN
Accenture plc
|
Buy - Position Entry |
+135,000
|
|
Q1 2015
|
ACNT
Ascent Industries Co.
|
Buy - Position Entry |
+785,343
|
|
Q1 2015
|
ADM
Archer-Daniels-Midland Company
|
Buy - Position Entry |
+1,376,000
|
|
Q1 2015
|
ADP
Automatic Data Processing, Inc.
|
Buy - Position Entry |
+530,700
|
|
Q1 2015
|
AXP
American Express Company
|
Buy - Position Entry |
+361,000
|
|
Q1 2015
|
BAM
Brookfield Asset Management Inc
|
Buy - Position Entry |
+3,319,548
|
|
Q1 2015
|
BF-A
Brown Forman Inc
|
Buy - Position Entry |
+421,500
|
|
Q1 2015
|
BF-B
Brown Forman Inc
|
Buy - Position Entry |
+105,375
|
|
Q1 2015
|
BLK
BlackRock, Inc.
|
Buy - Position Entry |
+129,000
|
|
Q1 2015
|
BRK-A
Berkshire Hathaway Inc.
|
Buy |
+275
|
|
Q1 2015
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy - Position Entry |
+1,511,607
|
|
Q1 2015
|
BUD
Anheuser-Busch Inbev SA Sponsor
|
Buy - Position Entry |
+425,000
|
|
Q1 2015
|
BXCHF
BLACKSTONE INC
|
Buy - Position Entry |
+439,000
|
|
Q1 2015
|
CAT
Caterpillar, Inc.
|
Buy - Position Entry |
+241,000
|
|
Q1 2015
|
CDK
CDK GLOBAL INC
|
Buy - Position Entry |
+176,897
|
|
Q1 2015
|
CME
CME Group Inc.
|
Buy - Position Entry |
+101,000
|
|
Q1 2015
|
COST
Costco Wholesale Corporation
|
Buy - Position Entry |
+39,000
|
|
Q1 2015
|
CPRT
Copart, Inc.
|
Buy - Position Entry |
+891,000
|
|
Q1 2015
|
CRREUR
CARBO CERAMICS INC
|
Buy - Position Entry |
+200,000
|
|
Q1 2015
|
CSCO
Cisco Systems, Inc.
|
Buy - Position Entry |
+23,000
|
|
Q1 2015
|
CULP
Culp, Inc.
|
Buy - Position Entry |
+30,227
|
|
Q1 2015
|
CVS
CVS Health Corporation
|
Buy - Position Entry |
+245,000
|
|
Q1 2015
|
DE
Deere & Company
|
Buy - Position Entry |
+906,000
|
|
Q1 2015
|
DEO
Diageo plc
|
Buy - Position Entry |
+1,248,000
|
|
Q1 2015
|
DIS
Walt Disney Company (The)
|
Buy - Position Entry |
+1,541,500
|
|
Q1 2015
|
DISCKEUR
DISCOVERY INC-C
|
Buy - Position Entry |
+90,000
|
|
Q1 2015
|
DNOW
DNOW Inc.
|
Buy - Position Entry |
+93,500
|
|
Q1 2015
|
ECL
Ecolab Inc.
|
Buy - Position Entry |
+126,000
|
|
Q1 2015
|
ELV
Elevance Health, Inc.
|
Buy - Position Entry |
+224,000
|
|
Q1 2015
|
EMR
Emerson Electric Company
|
Buy - Position Entry |
+158,000
|