Thomas Gayner - Markel Group Inc. 13F Activity & Position Changes (Q4 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 Dec 31, 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 Q4 2016, the filing reported:
New Buys - Dollar Tree, Inc., Flowserve Corporation, Gilead Sciences, Inc., Hexcel Corporation, Starbucks Corporation, and 1 more
Increases - Apple Inc., Accenture plc, Analog Devices, Inc., American Tower Corporation (REI, Amazon.com, Inc., and 35 more
Reductions - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Showing 30 of 49 transactions.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q4 2016
|
AAPL
Apple Inc.
|
Buy |
+12,000
|
|
Q4 2016
|
ACN
Accenture plc
|
Buy |
+2,000
|
|
Q4 2016
|
ADI
Analog Devices, Inc.
|
Buy |
+80,000
|
|
Q4 2016
|
AMT
American Tower Corporation (REI
|
Buy |
+12,000
|
|
Q4 2016
|
AMZN
Amazon.com, Inc.
|
Buy |
+12,000
|
|
Q4 2016
|
BA
Boeing Company (The)
|
Buy |
+12,000
|
|
Q4 2016
|
BAM
Brookfield Asset Management Inc
|
Buy |
+36,000
|
|
Q4 2016
|
BLK
BlackRock, Inc.
|
Buy |
+6,000
|
|
Q4 2016
|
BXCHF
BLACKSTONE INC
|
Buy |
+24,000
|
|
Q4 2016
|
CMCSA
Comcast Corporation
|
Buy |
+16,000
|
|
Q4 2016
|
CMI
Cummins Inc.
|
Sell - Position Exit |
-37,500
|
|
Q4 2016
|
CSCO
Cisco Systems, Inc.
|
Buy |
+40,000
|
|
Q4 2016
|
CVS
CVS Health Corporation
|
Buy |
+1,000
|
|
Q4 2016
|
DEO
Diageo plc
|
Buy |
+12,000
|
|
Q4 2016
|
DIS
Walt Disney Company (The)
|
Buy |
+29,000
|
|
Q4 2016
|
DISCKEUR
DISCOVERY INC-C
|
Buy |
+59,000
|
|
Q4 2016
|
DLTR
Dollar Tree, Inc.
|
Buy - Position Entry |
+22,000
|
|
Q4 2016
|
ECL
Ecolab Inc.
|
Buy |
+12,000
|
|
Q4 2016
|
EMR
Emerson Electric Company
|
Sell - Position Exit |
-158,000
|
|
Q4 2016
|
FLS
Flowserve Corporation
|
Buy - Position Entry |
+20,000
|
|
Q4 2016
|
FWONK
Liberty Media Corp Formula One Group
|
Buy |
+36,000
|
|
Q4 2016
|
GILD
Gilead Sciences, Inc.
|
Buy - Position Entry |
+14,000
|
|
Q4 2016
|
GOOG
Alphabet Inc.
|
Buy |
+12,000
|
|
Q4 2016
|
HEI-A
Heico Corporation
|
Buy |
+12,000
|
|
Q4 2016
|
HOG
Harley-Davidson, Inc.
|
Sell - Position Exit |
-305,000
|
|
Q4 2016
|
HXL
Hexcel Corporation
|
Buy - Position Entry |
+12,000
|
|
Q4 2016
|
KKR
KKR & Co. Inc.
|
Buy |
+24,000
|
|
Q4 2016
|
LBRDA
Liberty Broadband Corporation
|
Buy |
+26,000
|
|
Q4 2016
|
LYV
Live Nation Entertainment, Inc.
|
Buy |
+80,000
|
|
Q4 2016
|
MA
Mastercard Incorporated
|
Buy |
+500
|