What Thomas Gayner bought and sold in Q2 2026

In Q2 2026, Thomas Gayner (Markel Group) opened 3 new positions — including ZTS (<0.1%), NFLX (<0.1%), UFPI (<0.1%), added to 4, exited 2 (SMG, UNH). The book stood at $13.13B across 130 positions, filed Jul 31, 2026.

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.