Thomas Gayner - Markel Group Inc. Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Jul 31, 2026, the Markel Group Inc. portfolio balances reported a total equity value of $13.13B across 130 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight ALPHABET INC (GOOG) as the single largest position, accounting for 7.4% of total equity value, followed by BERKSHIRE HATHAWAY INC DEL (BRK-A), BERKSHIRE HATHAWAY INC DEL (BRK-B), DEERE & CO (DE), and others. Collectively, the top five holdings represent 28.1% of the portfolio, showing how capital is distributed among core positions and long-term investments.