Thomas Gayner - Markel Group Inc. 13F Activity & Position Changes (Q4 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 Dec 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 Q4 2014, the filing reported:
New Buys - None reported
Increases - None reported
Reductions - Berkshire Hathaway Inc.
Complete Exits - Accenture plc, Ascent Industries Co., Archer-Daniels-Midland Company, Automatic Data Processing, Inc., American Express Company, and 74 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 |
|---|---|---|---|
|
Q4 2014
|
ACN
Accenture plc
|
Sell - Position Exit |
-128,000
|
|
Q4 2014
|
ACNT
Ascent Industries Co.
|
Sell - Position Exit |
-785,343
|
|
Q4 2014
|
ADM
Archer-Daniels-Midland Company
|
Sell - Position Exit |
-1,376,000
|
|
Q4 2014
|
ADP
Automatic Data Processing, Inc.
|
Sell - Position Exit |
-530,700
|
|
Q4 2014
|
AXP
American Express Company
|
Sell - Position Exit |
-349,000
|
|
Q4 2014
|
BAM
Brookfield Asset Management Inc
|
Sell - Position Exit |
-3,286,548
|
|
Q4 2014
|
BF-A
Brown Forman Inc
|
Sell - Position Exit |
-421,500
|
|
Q4 2014
|
BF-B
Brown Forman Inc
|
Sell - Position Exit |
-105,375
|
|
Q4 2014
|
BLK
BlackRock, Inc.
|
Sell - Position Exit |
-103,000
|
|
Q4 2014
|
BRK-A
Berkshire Hathaway Inc.
|
Sell |
-275
|
|
Q4 2014
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell - Position Exit |
-1,511,607
|
|
Q4 2014
|
BRO
Brown & Brown, Inc.
|
Sell - Position Exit |
-365,628
|
|
Q4 2014
|
BUD
Anheuser-Busch Inbev SA Sponsor
|
Sell - Position Exit |
-425,000
|
|
Q4 2014
|
BXCHF
BLACKSTONE INC
|
Sell - Position Exit |
-386,000
|
|
Q4 2014
|
CAT
Caterpillar, Inc.
|
Sell - Position Exit |
-241,000
|
|
Q4 2014
|
CME
CME Group Inc.
|
Sell - Position Exit |
-45,000
|
|
Q4 2014
|
COST
Costco Wholesale Corporation
|
Sell - Position Exit |
-39,000
|
|
Q4 2014
|
CPRT
Copart, Inc.
|
Sell - Position Exit |
-713,000
|
|
Q4 2014
|
CSCO
Cisco Systems, Inc.
|
Sell - Position Exit |
-23,000
|
|
Q4 2014
|
CULP
Culp, Inc.
|
Sell - Position Exit |
-30,227
|
|
Q4 2014
|
CVS
CVS Health Corporation
|
Sell - Position Exit |
-218,000
|
|
Q4 2014
|
DE
Deere & Company
|
Sell - Position Exit |
-540,000
|
|
Q4 2014
|
DEO
Diageo plc
|
Sell - Position Exit |
-1,230,000
|
|
Q4 2014
|
DIS
Walt Disney Company (The)
|
Sell - Position Exit |
-1,514,500
|
|
Q4 2014
|
DNOW
DNOW Inc.
|
Sell - Position Exit |
-93,500
|
|
Q4 2014
|
ECL
Ecolab Inc.
|
Sell - Position Exit |
-101,000
|
|
Q4 2014
|
EMR
Emerson Electric Company
|
Sell - Position Exit |
-158,000
|
|
Q4 2014
|
EXPD
Expeditors International of Was
|
Sell - Position Exit |
-137,000
|
|
Q4 2014
|
FDS
FactSet Research Systems Inc.
|
Sell - Position Exit |
-116,000
|
|
Q4 2014
|
FHI
Federated Hermes, Inc.
|
Sell - Position Exit |
-2,134,000
|