Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
Thomas Gayner
Thomas Gayner (Markel Group Inc.): Laut dem letzten 13F-Filing (Stand 30.06.2026) umfasst das Depot 130 Positionen mit einem Gesamtwert von $13,1 Mrd. Wertentwicklung: 1 Jahr +16,04 %, 3 Jahre +77,14 %, 5 Jahre +90,85 %.
Thomas Gayner
Markel Group Inc.
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $13,1 Mrd.
Größte Position Alphabet Inc
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +16,04 %
Gesamtrendite · 3 Jahre +77,14 %
Gesamtrendite · 5 Jahre +90,85 %
130 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 GOOGAlphabet Inc | 7,40% | $971.608.033 | 2.749.860 | – | BUY Q3 · 2022+1.900,0% · 2,6 Mio. Stk. | $344,41 | |
 BRK-BBerkshire Hathaway Inc Del | 6,35% | $834.218.900 | 1.114 | – | BUY Q1 · 2020+0,8% · 9 Stk. | $509,77 | |
BRK-BBerkshire Hathaway Inc Del | 5,84% | $766.582.969 | 1.531.971 | – | BUY Q4 · 2020+0,0% · 284 Stk. | $509,77 | |
N/A BNBrookfield Corp | 4,24% | $556.805.009 | 13.073.609 | – | BUY Q4 · 2025+50,0% · 4,4 Mio. Stk. | $37,51 | |
 DEDeere & Co | 4,24% | $556.878.306 | 877.900 | – | BUY Q2 · 2025+0,0% · 200 Stk. | $683,99 | |
 AMZNAmazon Com Inc | 3,69% | $484.011.339 | 2.030.760 | – | BUY Q4 · 2023+0,3% · 6 Tsd. Stk. | $253,71 | |
 ADIAnalog Devices Inc | 3,02% | $397.039.330 | 999.671 | SOLD Q2 · 2026-2,3% · 24 Tsd. Stk. | ← | $375,72 | |
 GSGoldman Sachs Group Inc | 2,77% | $363.445.924 | 359.360 | – | BUY Q4 · 2022+0,6% · 2 Tsd. Stk. | $942,00 | |
 AAPLApple Inc | 2,70% | $355.128.634 | 1.227.290 | – | BUY Q2 · 2024+0,0% · 100 Stk. | $336,13 | |
 CATCaterpillar Inc | 2,67% | $349.979.385 | 328.650 | – | BUY Q2 · 2025+0,2% · 600 Stk. | $808,99 | |
 VVisa Inc | 2,65% | $347.863.069 | 1.013.912 | BUY Q2 · 2026+1,0% · 10 Tsd. Stk. | ← | $368,29 | |
 HDHome Depot Inc | 2,48% | $325.347.299 | 922.500 | BUY Q2 · 2026+0,3% · 3 Tsd. Stk. | ← | $299,98 | |
N/A WSOWatsco Inc | 1,90% | $249.100.359 | 597.750 | BUY Q2 · 2026+2,7% · 16 Tsd. Stk. | ← | $311,77 | |
 TXNTexas Instrs Inc | 1,64% | $215.802.680 | 724.000 | – | BUY Q1 · 2020+1,3% · 10 Tsd. Stk. | $266,64 | |
 BLKBlackrock Inc | 1,61% | $211.735.512 | 220.200 | – | – | $1.069,78 | |
 GOOGLAlphabet Inc | 1,56% | $204.415.640 | 572.000 | – | BUY Q2 · 2025+2,7% · 15 Tsd. Stk. | $349,54 | |
 MSFTMicrosoft Corp | 1,53% | $200.546.744 | 537.630 | – | BUY Q1 · 2026+0,4% · 2 Tsd. Stk. | $493,78 | |
 DISDisney Walt Co | 1,49% | $195.547.757 | 2.031.665 | – | BUY Q4 · 2023+0,1% · 2 Tsd. Stk. | $102,67 | |
 AXPAmerican Express Co | 1,26% | $165.894.715 | 490.450 | – | BUY Q1 · 2026+0,4% · 2 Tsd. Stk. | $311,56 | |
 LOWLowes Cos Inc | 1,26% | $165.804.070 | 751.980 | BUY Q2 · 2026+1,8% · 14 Tsd. Stk. | ← | $192,49 | |
 PGRProgressive Corp | 1,25% | $164.656.689 | 753.750 | – | BUY Q2 · 2022+0,4% · 3 Tsd. Stk. | $213,48 | |
 FNVFranco Nev Corp | 1,23% | $161.228.340 | 773.500 | BUY Q2 · 2026+9,2% · 65 Tsd. Stk. | ← | $265,93 | |
N/A LPLALpl Finl Hldgs Inc | 1,20% | $157.726.999 | 559.951 | – | BUY Q4 · 2025+1,2% · 7 Tsd. Stk. | $328,09 | |
 JNJJohnson & Johnson | 1,18% | $155.124.875 | 610.800 | – | – | $269,99 | |
 BXBlackstone Inc | 1,10% | $144.616.429 | 1.229.000 | – | BUY Q1 · 2020+0,5% · 6 Tsd. Stk. | $124,96 | |
N/A RLIRli Corp | 1,08% | $141.445.715 | 2.394.544 | – | BUY Q1 · 2025+100,0% · 1,2 Mio. Stk. | $59,39 | |
 GDGeneral Dynamics Corp | 1,05% | $138.507.840 | 391.000 | – | BUY Q2 · 2022+0,1% · 500 Stk. | $353,05 | |
 NVONovo-Nordisk A S | 1,05% | $137.576.966 | 2.869.774 | – | BUY Q4 · 2025+21,2% · 501 Tsd. Stk. | $43,24 | |
 KKRKkr & Co Inc | 1,01% | $133.246.205 | 1.451.800 | – | BUY Q3 · 2023+0,2% · 3 Tsd. Stk. | $98,81 | |
 METAMeta Platforms Inc | 1,00% | $131.901.676 | 234.163 | SOLD Q2 · 2026-5,7% · 14 Tsd. Stk. | ← | $665,75 | |
 SCHWSchwab Charles Corp | 0,98% | $128.698.196 | 1.394.800 | BUY Q2 · 2026+0,8% · 11 Tsd. Stk. | ← | $105,25 | |
N/A MRSHMarsh & Mclennan Cos Inc | 0,97% | $127.252.547 | 763.500 | – | BUY Q1 · 2026+0,2% · 2 Tsd. Stk. | $175,01 | |
 APOApollo Global Mgmt Inc | 0,91% | $119.788.875 | 1.012.500 | – | – | $125,91 | |
 ADMArcher Daniels Midland Co | 0,88% | $115.043.119 | 1.505.800 | – | SOLD Q3 · 2025-4,3% · 68 Tsd. Stk. | $85,18 | |
 LINLinde Plc | 0,85% | $111.883.464 | 215.600 | BUY Q2 · 2026+5,4% · 11 Tsd. Stk. | ← | $460,40 | |
 DEODiageo Plc | 0,84% | $110.298.080 | 1.372.208 | – | BUY Q1 · 2026+0,0% · 500 Stk. | $85,59 | |
 MAMastercard Incorporated | 0,81% | $106.592.545 | 207.540 | – | BUY Q2 · 2021+0,0% · 100 Stk. | $565,24 | |
 DGDollar Gen Corp | 0,76% | $100.059.367 | 869.250 | – | BUY Q1 · 2025+4,0% · 34 Tsd. Stk. | $122,41 | |
 BAMBrookfield Asset Managmt Ltd | 0,75% | $98.398.791 | 2.193.953 | – | SOLD Q2 · 20230,0% · 5 Stk. | $46,06 | |
N/A HEI-AHeico Corp New | 0,75% | $97.913.984 | 379.644 | – | BUY Q2 · 2023+2,4% · 9 Tsd. Stk. | $221,90 | |
 MCOMoodys Corp | 0,74% | $96.875.059 | 213.890 | – | BUY Q4 · 2022+0,2% · 400 Stk. | $468,59 | |
 ODFLOld Dominion Freight Line In | 0,71% | $92.953.890 | 429.150 | – | BUY Q1 · 2026+1,8% · 8 Tsd. Stk. | $173,00 | |
 NSCNorfolk Southn Corp | 0,68% | $88.871.675 | 282.500 | – | BUY Q1 · 2026+3,3% · 9 Tsd. Stk. | $314,16 | |
 ITWIllinois Tool Wks Inc | 0,67% | $88.578.926 | 327.500 | – | BUY Q1 · 2020+2,7% · 9 Tsd. Stk. | $269,42 | |
 JPMJpmorgan Chase & Co | 0,63% | $82.667.192 | 252.550 | – | BUY Q4 · 2023+4,6% · 11 Tsd. Stk. | $349,67 | |
N/A NVRNvr Inc | 0,63% | $82.421.700 | 12.097 | BUY Q2 · 2026+0,1% · 10 Stk. | ← | $6.150,47 | |
 MSCIMsci Inc | 0,61% | $80.001.714 | 142.850 | – | BUY Q4 · 2022+0,3% · 400 Stk. | $552,87 | |
 ECLEcolab Inc | 0,58% | $76.422.723 | 274.300 | – | SOLD Q2 · 2022-11,3% · 35 Tsd. Stk. | $269,46 | |
 ROKRockwell Automation Inc | 0,58% | $76.687.892 | 154.900 | – | BUY Q2 · 2022+1,3% · 2 Tsd. Stk. | $415,62 | |
N/A SUNBSunbelt Rentals Holdings Inc | 0,56% | $72.891.947 | 974.361 | BUY Q2 · 2026+1,1% · 11 Tsd. Stk. | ← | $73,59 |
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