Thomas Gayner - Markel Group Inc. 13F Activity & Position Changes (Q3 2013)

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 Sep 30, 2013. 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 Q3 2013, the filing reported:

New Buys - Copart, Inc., Mosaic Company (The), POTASH CORP OF SASKATCHEWAN

Increases - Ascent Industries Co., Automatic Data Processing, Inc., Amazon.com, Inc., Brookfield Asset Management Inc, BlackRock, Inc., and 19 more

Reductions - Accenture plc, Air Products and Chemicals, Inc, American Express Company, Brown Forman Inc, The Bank of New York Mellon Cor, and 26 more

Complete Exits - Elme Communities

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Showing 30 of 59 transactions.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2013	ACN Accenture plc	Accenture plc	Sell	-3,000	-2.6%	$8.44M	114,600
Q3 2013	ACNT Ascent Industries Co.	Ascent Industries Co.	Buy	+300,000	+61.8%	$12.86M	785,343
Q3 2013	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+6,500	+1.2%	$38.54M	532,500
Q3 2013	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+4,100	+38.0%	$4.66M	14,900
Q3 2013	APD Air Products and Chemicals, Inc	Air Products and Chemicals, Inc	Sell	-1,000	-3.8%	$2.66M	25,000
Q3 2013	AXP American Express Company	American Express Company	Sell	-13,699	-3.7%	$26.75M	354,237
Q3 2013	BAM Brookfield Asset Management Inc	Brookfield Asset Management Inc	Buy	+49,117	+1.6%	$118.39M	3,165,536
Q3 2013	BF-A Brown Forman Inc	Brown Forman Inc	Sell	-150	-0.0%	$28.16M	425,490
Q3 2013	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-943	-0.4%	$7.90M	261,603
Q3 2013	BLK BlackRock, Inc.	BlackRock, Inc.	Buy	+24,200	+265.9%	$9.01M	33,300
Q3 2013	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-5	-0.5%	$186.43M	1,094
Q3 2013	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-18,838	-1.2%	$173.82M	1,531,357
Q3 2013	BUD Anheuser-Busch Inbev SA Sponsor	Anheuser-Busch Inbev SA Sponsor	Buy	+16,850	+4.3%	$40.91M	412,403
Q3 2013	BXCHF BLACKSTONE INC	BLACKSTONE INC	Buy	+116,500	+99.7%	$5.81M	233,400
Q3 2013	CAT Caterpillar, Inc.	Caterpillar, Inc.	Sell	-3,000	-1.2%	$20.20M	242,200
Q3 2013	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-600	-1.5%	$4.57M	39,700
Q3 2013	CPRT Copart, Inc.	Copart, Inc.	Buy - Position Entry	+10,000	-	$318.00K	10,000
Q3 2013	CRREUR CARBO CERAMICS INC	CARBO CERAMICS INC	Buy	+18,000	+8.3%	$23.39M	236,000
Q3 2013	CVX Chevron Corporation	Chevron Corporation	Buy	+33,000	+76.7%	$9.23M	76,000
Q3 2013	DEO Diageo plc	Diageo plc	Sell	-16,350	-1.3%	$154.09M	1,212,525
Q3 2013	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-17,200	-1.1%	$97.49M	1,511,735
Q3 2013	E ENI S.p.A.	ENI S.p.A.	Buy	+108,000	+360.0%	$6.35M	138,000
Q3 2013	ELME Elme Communities	Elme Communities	Sell - Position Exit	-9,200	-100.0%	$0.00	-
Q3 2013	EMR Emerson Electric Company	Emerson Electric Company	Sell	-6,700	-3.9%	$10.55M	163,100
Q3 2013	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Buy	+2,000	+5.7%	$4.04M	37,000
Q3 2013	GD General Dynamics Corporation	General Dynamics Corporation	Sell	-1,797	-0.4%	$34.95M	399,361
Q3 2013	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-8,748	-0.9%	$71.23M	939,050
Q3 2013	INTC Intel Corporation	Intel Corporation	Buy	+24,400	+2.9%	$19.70M	859,400
Q3 2013	ITIC Investors Title Company	Investors Title Company	Sell	-11,800	-5.2%	$16.25M	216,350
Q3 2013	ITW Illinois Tool Works Inc.	Illinois Tool Works Inc.	Sell	-1,095	-0.4%	$18.52M	242,810