Thomas Gayner - Markel Group Inc. 13F Activity & Position Changes (Q4 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 Dec 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 Q4 2015, the filing reported:
New Buys - Amazon.com, Inc., Boeing Company (The), Bristol-Myers Squibb Company, CSX Corporation, Alphabet Inc., and 9 more
Increases - Apple Inc., Accenture plc, Archer-Daniels-Midland Company, Brookfield Asset Management Inc, Baxter International Inc., and 33 more
Reductions - Federated Hermes, Inc.
Complete Exits - Anheuser-Busch Inbev SA Sponsor, Darling Ingredients Inc., Intel Corporation, Las Vegas Sands Corp., McDonald's Corporation, and 1 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 59 transactions.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q4 2015
|
AAPL
Apple Inc.
|
Buy |
+6,000
|
|
Q4 2015
|
ACN
Accenture plc
|
Buy |
+2,000
|
|
Q4 2015
|
ADM
Archer-Daniels-Midland Company
|
Buy |
+48,000
|
|
Q4 2015
|
AMZN
Amazon.com, Inc.
|
Buy - Position Entry |
+3,300
|
|
Q4 2015
|
BA
Boeing Company (The)
|
Buy - Position Entry |
+4,800
|
|
Q4 2015
|
BAM
Brookfield Asset Management Inc
|
Buy |
+24,000
|
|
Q4 2015
|
BAX
Baxter International Inc.
|
Buy |
+12,000
|
|
Q4 2015
|
BDX
Becton, Dickinson and Company
|
Buy |
+5,000
|
|
Q4 2015
|
BMY
Bristol-Myers Squibb Company
|
Buy - Position Entry |
+10,000
|
|
Q4 2015
|
BRK-A
Berkshire Hathaway Inc.
|
Buy |
+5
|
|
Q4 2015
|
BUD
Anheuser-Busch Inbev SA Sponsor
|
Sell - Position Exit |
-425,000
|
|
Q4 2015
|
CMI
Cummins Inc.
|
Buy |
+11,000
|
|
Q4 2015
|
COF
Capital One Financial Corporati
|
Buy |
+1,000
|
|
Q4 2015
|
CSX
CSX Corporation
|
Buy - Position Entry |
+85,000
|
|
Q4 2015
|
DAR
Darling Ingredients Inc.
|
Sell - Position Exit |
-65,000
|
|
Q4 2015
|
DCI
Donaldson Company, Inc.
|
Buy |
+30,000
|
|
Q4 2015
|
DE
Deere & Company
|
Buy |
+56,000
|
|
Q4 2015
|
DEO
Diageo plc
|
Buy |
+13,500
|
|
Q4 2015
|
DIS
Walt Disney Company (The)
|
Buy |
+13,500
|
|
Q4 2015
|
DISCKEUR
DISCOVERY INC-C
|
Buy |
+185,000
|
|
Q4 2015
|
ECL
Ecolab Inc.
|
Buy |
+10,500
|
|
Q4 2015
|
FDX
FedEx Corporation
|
Buy |
+17,000
|
|
Q4 2015
|
FHI
Federated Hermes, Inc.
|
Sell |
-1,245,000
|
|
Q4 2015
|
GOOG
Alphabet Inc.
|
Buy - Position Entry |
+16,031
|
|
Q4 2015
|
GOOGL
Alphabet Inc.
|
Buy - Position Entry |
+12,500
|
|
Q4 2015
|
HOG
Harley-Davidson, Inc.
|
Buy |
+77,000
|
|
Q4 2015
|
HSY
The Hershey Company
|
Buy - Position Entry |
+12,000
|
|
Q4 2015
|
INTC
Intel Corporation
|
Sell - Position Exit |
-991,000
|
|
Q4 2015
|
JNJ
Johnson & Johnson
|
Buy |
+23,000
|
|
Q4 2015
|
LBRDA
Liberty Broadband Corporation
|
Buy |
+6,000
|