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 | |
|---|---|---|---|---|---|---|---|
 SBUXStarbucks Corp | 0,49% | $63.747.961 | 623.818 | – | BUY Q1 · 2025+1,1% · 7 Tsd. Stk. | $95,83 | |
 ROLRollins Inc | 0,48% | $63.299.755 | 1.516.525 | BUY Q2 · 2026+1,2% · 19 Tsd. Stk. | ← | $32,43 | |
N/A THGHanover Ins Group Inc | 0,46% | $60.167.720 | 281.000 | – | BUY Q2 · 2025+0,4% · 1 Tsd. Stk. | $227,31 | |
 ITICInvestors Title Co Nc | 0,44% | $58.375.945 | 213.300 | – | – | $289,00 | |
 CGCarlyle Group Inc | 0,43% | $55.879.970 | 1.327.000 | – | BUY Q4 · 2022+1,5% · 20 Tsd. Stk. | $40,10 | |
 TSNTyson Foods Inc | 0,40% | $52.297.875 | 913.500 | BUY Q2 · 2026+2,7% · 24 Tsd. Stk. | ← | $52,77 | |
 SPGIS&P Global Inc | 0,37% | $47.930.429 | 117.690 | – | SOLD Q1 · 2026-21,9% · 33 Tsd. Stk. | $405,32 | |
 AONAon Plc | 0,34% | $45.043.503 | 135.800 | – | BUY Q1 · 2026+1,3% · 2 Tsd. Stk. | $295,64 | |
 FERGFerguson Enterprises Inc | 0,33% | $42.766.866 | 180.200 | BUY Q2 · 2026+5,6% · 10 Tsd. Stk. | ← | $214,43 | |
 UNPUnion Pac Corp | 0,33% | $43.799.616 | 161.028 | BUY Q2 · 2026+7,2% · 11 Tsd. Stk. | ← | $279,37 | |
 CSCOCisco Sys Inc | 0,32% | $41.757.030 | 355.500 | – | BUY Q3 · 2025+1,7% · 6 Tsd. Stk. | $109,51 | |
 RTXRtx Corporation | 0,32% | $42.499.520 | 224.000 | – | BUY Q4 · 2024– · 224 Tsd. Stk. | $194,00 | |
 MELIMercadolibre Inc | 0,31% | $40.737.361 | 24.000 | BUY Q2 · 2026+340,4% · 19 Tsd. Stk. | ← | $1.787,39 | |
N/A YUMYum Brands Inc | 0,30% | $39.199.750 | 245.213 | – | BUY Q1 · 2026+8,3% · 19 Tsd. Stk. | $137,99 | |
 ALLAllstate Corp | 0,28% | $36.773.627 | 154.550 | – | BUY Q4 · 2023+9,2% · 13 Tsd. Stk. | $249,83 | |
 COSTCostco Whsl Corp New | 0,28% | $36.623.651 | 39.150 | – | BUY Q2 · 2019+0,4% · 150 Stk. | $895,31 | |
 MARMarriott Intl Inc New | 0,28% | $36.873.706 | 99.500 | BUY Q2 · 2026+6,1% · 6 Tsd. Stk. | ← | $338,92 | |
 TMOThermo Fisher Scientific Inc | 0,28% | $36.649.416 | 73.100 | BUY Q2 · 2026+8,9% · 6 Tsd. Stk. | ← | $651,45 | |
N/A HGTYHagerty Inc | 0,27% | $35.897.400 | 3.108.000 | – | BUY Q4 · 2024+3,6% · 108 Tsd. Stk. | $13,94 | |
 TROWPrice T Rowe Group Inc | 0,27% | $35.698.661 | 314.000 | – | BUY Q4 · 2016+6,8% · 20 Tsd. Stk. | $104,16 | |
N/A URIUnited Rentals Inc | 0,27% | $35.289.524 | 31.150 | – | BUY Q1 · 2025+5,1% · 2 Tsd. Stk. | $1.013,91 | |
 ABNBAirbnb Inc | 0,26% | $34.685.867 | 242.389 | – | BUY Q1 · 2026+0,9% · 2 Tsd. Stk. | $166,22 | |
 HCAHca Healthcare Inc | 0,25% | $32.893.460 | 84.366 | BUY Q2 · 2026+2,3% · 2 Tsd. Stk. | ← | $427,71 | |
 LMTLockheed Martin Corp | 0,25% | $33.223.415 | 65.213 | – | BUY Q1 · 2026+1,1% · 700 Stk. | $533,38 | |
 SHWSherwin Williams Co | 0,25% | $32.425.304 | 94.172 | – | BUY Q2 · 2021+201,2% · 63 Tsd. Stk. | $320,73 | |
 FDSFactset Resh Sys Inc | 0,24% | $31.147.311 | 135.376 | – | BUY Q1 · 2026+11,1% · 14 Tsd. Stk. | $283,83 | |
 LAMRLamar Advertising Co New | 0,23% | $30.104.140 | 193.000 | – | BUY Q1 · 2026+4,3% · 8 Tsd. Stk. | $146,81 | |
 CSXCsx Corp | 0,21% | $27.781.285 | 584.500 | BUY Q2 · 2026+10,3% · 55 Tsd. Stk. | ← | $47,10 | |
 VRSKVerisk Analytics Inc | 0,21% | $27.997.704 | 155.950 | – | BUY Q4 · 2024+7,6% · 11 Tsd. Stk. | $175,41 | |
 APDAir Prods & Chems Inc | 0,20% | $25.946.430 | 88.500 | BUY Q2 · 2026+17,2% · 13 Tsd. Stk. | ← | $284,18 | |
 AMATApplied Matls Inc | 0,20% | $26.281.050 | 36.350 | – | BUY Q1 · 2026+6,6% · 2 Tsd. Stk. | $444,57 | |
 FIXComfort Sys Usa Inc | 0,20% | $25.765.350 | 13.000 | – | BUY Q1 · 2024+1.200,0% · 12 Tsd. Stk. | $1.651,37 | |
 CCKCrown Hldgs Inc | 0,19% | $24.600.400 | 220.000 | – | BUY Q1 · 2026+3,8% · 8 Tsd. Stk. | $109,20 | |
N/A BFBrown Forman Corp | 0,18% | $23.064.480 | 843.000 | – | BUY Q3 · 2016+100,0% · 422 Tsd. Stk. | – | |
 RNRRenaissancere Hldgs Ltd | 0,17% | $22.183.000 | 70.000 | – | BUY Q1 · 2024+15,7% · 10 Tsd. Stk. | $327,12 | |
 EPDEnterprise Prods Partners L | 0,16% | $20.916.440 | 569.000 | BUY Q2 · 2026+181,7% · 367 Tsd. Stk. | ← | $38,89 | |
 PMPhilip Morris Intl Inc | 0,16% | $20.714.195 | 114.500 | – | – | $188,62 | |
 ACNAccenture Plc Ireland | 0,15% | $19.835.735 | 159.400 | – | BUY Q3 · 2017+7,4% · 11 Tsd. Stk. | $181,29 | |
 CMCSAComcast Corp New | 0,15% | $19.690.917 | 802.074 | SOLD Q2 · 2026-16,6% · 160 Tsd. Stk. | ← | $22,74 | |
 BNYBank Of New York Mellon Corp | 0,14% | $18.003.945 | 124.500 | – | BUY Q1 · 2026+2,5% · 3 Tsd. Stk. | $153,79 | |
 COFCapital One Finl Corp | 0,14% | $18.256.420 | 91.000 | – | BUY Q4 · 2023+1,1% · 1 Tsd. Stk. | $202,43 | |
 HXLHexcel Corp New | 0,14% | $18.911.340 | 189.000 | – | BUY Q1 · 2020+2,7% · 5 Tsd. Stk. | $88,15 | |
 NKENike Inc | 0,14% | $18.365.770 | 447.400 | – | BUY Q2 · 2025+0,4% · 2 Tsd. Stk. | $35,51 | |
 CARRCarrier Global Corporation | 0,13% | $17.237.250 | 235.000 | – | BUY Q4 · 2021+2,0% · 5 Tsd. Stk. | $53,88 | |
 WFCWells Fargo & Co New | 0,13% | $16.895.748 | 204.450 | – | BUY Q4 · 2022+2,0% · 4 Tsd. Stk. | $86,12 | |
N/A SEICSei Invts Co | 0,12% | $15.191.372 | 173.200 | – | SOLD Q2 · 2023-70,6% · 416 Tsd. Stk. | $105,20 | |
 PAYXPaychex Inc | 0,11% | $14.749.500 | 150.000 | – | – | $116,14 | |
N/A BF-BBrown Forman Corp | 0,10% | $12.637.084 | 474.187 | – | BUY Q1 · 2018+125,0% · 263 Tsd. Stk. | $25,94 | |
 HSYHershey Co | 0,10% | $13.158.750 | 75.000 | – | BUY Q1 · 2026+11,1% · 8 Tsd. Stk. | $169,79 | |
 PEPPepsico Inc | 0,10% | $13.026.834 | 96.210 | – | BUY Q4 · 2020+0,6% · 610 Stk. | $129,75 |
