Thomas Gayner - Markel Group Inc. 13F Activity & Position Changes (Q2 2016)
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 Jun 30, 2016. 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 Q2 2016, the filing reported:
New Buys - LIBERTY MEDIA CORP-BRAVES C, Comcast Corporation, LIBERTY MEDIA CORP-LIBERTY-A, Liberty Media Corp Formula One Group, Heico Corporation, and 5 more
Increases - Apple Inc., Accenture plc, Analog Devices, Inc., Archer-Daniels-Midland Company, Amazon.com, Inc., and 35 more
Reductions - Ascent Industries Co.
Complete Exits - American Tower Corporation (REI, Culp, Inc., DNOW Inc., Federated Hermes, Inc., Halliburton Company, and 5 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 61 transactions.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2016
|
AAPL
Apple Inc.
|
Buy |
+10,000
|
|
Q2 2016
|
ACN
Accenture plc
|
Buy |
+7,100
|
|
Q2 2016
|
ACNT
Ascent Industries Co.
|
Sell |
-275,677
|
|
Q2 2016
|
ADI
Analog Devices, Inc.
|
Buy |
+150,000
|
|
Q2 2016
|
ADM
Archer-Daniels-Midland Company
|
Buy |
+32,000
|
|
Q2 2016
|
AMT
American Tower Corporation (REI
|
Sell - Position Exit |
-20,000
|
|
Q2 2016
|
AMZN
Amazon.com, Inc.
|
Buy |
+10,500
|
|
Q2 2016
|
BA
Boeing Company (The)
|
Buy |
+11,700
|
|
Q2 2016
|
BAM
Brookfield Asset Management Inc
|
Buy |
+34,800
|
|
Q2 2016
|
BATRKUSD
LIBERTY MEDIA CORP-BRAVES C
|
Buy - Position Entry |
+99,788
|
|
Q2 2016
|
BLK
BlackRock, Inc.
|
Buy |
+2,500
|
|
Q2 2016
|
BXCHF
BLACKSTONE INC
|
Buy |
+12,000
|
|
Q2 2016
|
CMCSA
Comcast Corporation
|
Buy - Position Entry |
+35,000
|
|
Q2 2016
|
CME
CME Group Inc.
|
Buy |
+7,000
|
|
Q2 2016
|
CSCO
Cisco Systems, Inc.
|
Buy |
+132,000
|
|
Q2 2016
|
CSX
CSX Corporation
|
Buy |
+50,000
|
|
Q2 2016
|
CULP
Culp, Inc.
|
Sell - Position Exit |
-30,227
|
|
Q2 2016
|
DEO
Diageo plc
|
Buy |
+15,600
|
|
Q2 2016
|
DIS
Walt Disney Company (The)
|
Buy |
+20,000
|
|
Q2 2016
|
DISCKEUR
DISCOVERY INC-C
|
Buy |
+18,000
|
|
Q2 2016
|
DNOW
DNOW Inc.
|
Sell - Position Exit |
-118,500
|
|
Q2 2016
|
ECL
Ecolab Inc.
|
Buy |
+3,800
|
|
Q2 2016
|
FHI
Federated Hermes, Inc.
|
Sell - Position Exit |
-739,000
|
|
Q2 2016
|
FWONAUSD
LIBERTY MEDIA CORP-LIBERTY-A
|
Buy - Position Entry |
+121,500
|
|
Q2 2016
|
FWONK
Liberty Media Corp Formula One Group
|
Buy - Position Entry |
+132,500
|
|
Q2 2016
|
GOOG
Alphabet Inc.
|
Buy |
+10,500
|
|
Q2 2016
|
GS
Goldman Sachs Group, Inc. (The)
|
Buy |
+13,500
|
|
Q2 2016
|
HAL
Halliburton Company
|
Sell - Position Exit |
-244,000
|
|
Q2 2016
|
HEI-A
Heico Corporation
|
Buy - Position Entry |
+4,000
|
|
Q2 2016
|
HOG
Harley-Davidson, Inc.
|
Buy |
+13,000
|