Thomas Gayner - Markel Group Inc. 13F Activity & Position Changes (Q3 2017)
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, 2017. 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 2017, the filing reported:
New Buys - The Goodyear Tire & Rubber Comp, International Flavors & Fragran, Microchip Technology Incorporat
Increases - Apple Inc., Accenture plc, Analog Devices, Inc., Albemarle Corporation, Amazon.com, Inc., and 38 more
Reductions - Exxon Mobil Corporation
Complete Exits - NXP Semiconductors
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Showing 30 of 48 transactions.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q3 2017
|
AAPL
Apple Inc.
|
Buy |
+10,000
|
|
Q3 2017
|
ACN
Accenture plc
|
Buy |
+11,000
|
|
Q3 2017
|
ADI
Analog Devices, Inc.
|
Buy |
+22,000
|
|
Q3 2017
|
ALB
Albemarle Corporation
|
Buy |
+15,000
|
|
Q3 2017
|
AMZN
Amazon.com, Inc.
|
Buy |
+10,000
|
|
Q3 2017
|
BA
Boeing Company (The)
|
Buy |
+11,000
|
|
Q3 2017
|
BAM
Brookfield Asset Management Inc
|
Buy |
+75,000
|
|
Q3 2017
|
BLK
BlackRock, Inc.
|
Buy |
+5,000
|
|
Q3 2017
|
BXCHF
BLACKSTONE INC
|
Buy |
+90,000
|
|
Q3 2017
|
CHH
Choice Hotels International, In
|
Buy |
+18,000
|
|
Q3 2017
|
DEO
Diageo plc
|
Buy |
+2,000
|
|
Q3 2017
|
DIS
Walt Disney Company (The)
|
Buy |
+12,000
|
|
Q3 2017
|
DISCKEUR
DISCOVERY INC-C
|
Buy |
+63,000
|
|
Q3 2017
|
DLTR
Dollar Tree, Inc.
|
Buy |
+26,000
|
|
Q3 2017
|
ECL
Ecolab Inc.
|
Buy |
+10,000
|
|
Q3 2017
|
FLS
Flowserve Corporation
|
Buy |
+10,000
|
|
Q3 2017
|
FWONAUSD
LIBERTY MEDIA CORP-LIBERTY-A
|
Buy |
+28,000
|
|
Q3 2017
|
GOOG
Alphabet Inc.
|
Buy |
+10,000
|
|
Q3 2017
|
GS
Goldman Sachs Group, Inc. (The)
|
Buy |
+22,000
|
|
Q3 2017
|
GT
The Goodyear Tire & Rubber Comp
|
Buy - Position Entry |
+20,000
|
|
Q3 2017
|
HEI-A
Heico Corporation
|
Buy |
+16,000
|
|
Q3 2017
|
HRL
Hormel Foods Corporation
|
Buy |
+12,000
|
|
Q3 2017
|
HXL
Hexcel Corporation
|
Buy |
+21,000
|
|
Q3 2017
|
IFF
International Flavors & Fragran
|
Buy - Position Entry |
+8,000
|
|
Q3 2017
|
KKR
KKR & Co. Inc.
|
Buy |
+115,000
|
|
Q3 2017
|
LBRDA
Liberty Broadband Corporation
|
Buy |
+22,000
|
|
Q3 2017
|
LYV
Live Nation Entertainment, Inc.
|
Buy |
+51,000
|
|
Q3 2017
|
MA
Mastercard Incorporated
|
Buy |
+10,000
|
|
Q3 2017
|
MCHP
Microchip Technology Incorporat
|
Buy - Position Entry |
+8,000
|
|
Q3 2017
|
MCK
McKesson Corporation
|
Buy |
+11,000
|