TG
Tom Gayner (Markel) disclosed increased in WATSCO INC
Tom Gayner (Markel) filed a 13F change in WATSCO INC (942622200) on 2025-05-02, covering period end 2025-03-31.
Action
Increased
Capital
$300,151,150 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
135 changes from Tom Gayner (Markel), filed 2025-05-02 for period end 2025-03-31.
$11.3B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
84670108 BERKSHIRE HATHAWAY INC DEL | Increased | $130.9M | $889.5M | 1.16% |
84670702 BERKSHIRE HATHAWAY INC DEL | Increased | $121.5M | $815.9M | 1.08% |
02079K107 ALPHABET INC | Reduced | -$94.1M | $429.6M | 0.84% |
23135106 AMAZON COM INC | Reduced | -$59.2M | $386.4M | 0.53% |
48251W104 KKR & CO INC | Reduced | -$46.9M | $167.8M | 0.42% |
11271J107 BROOKFIELD CORP | Reduced | -$43.9M | $456.8M | 0.39% |
244199105 DEERE & CO | Increased | $41.2M | $411.9M | 0.37% |
09260D107 BLACKSTONE INC | Reduced | -$40.1M | $171.8M | 0.36% |
670100205 NOVO-NORDISK A S | Reduced | -$35.6M | $149.3M | 0.32% |
37833100 APPLE INC | Reduced | -$34.7M | $272.6M | 0.31% |
92826C839 VISA INC | Increased | $34.4M | $350.2M | 0.31% |
743315103 PROGRESSIVE CORP | Increased | $32.7M | $213.3M | 0.29% |
25243Q205 DIAGEO PLC | Reduced | -$30.5M | $143.2M | 0.27% |
03769M106 APOLLO GLOBAL MGMT INC | Reduced | -$28.6M | $138.7M | 0.25% |
351858105 FRANCO NEV CORP | Increased | $25.9M | $82.8M | 0.23% |
254687106 DISNEY WALT CO | Reduced | -$25.7M | $200.5M | 0.23% |
571748102 MARSH & MCLENNAN COS INC | Increased | $25.2M | $181.4M | 0.22% |
594918104 MICROSOFT CORP | Reduced | -$22.7M | $196.2M | 0.20% |
437076102 HOME DEPOT INC | Reduced | -$20.7M | $337.2M | 0.18% |
942622200 WATSCO INC | Increased | $20.3M | $300.2M | 0.18% |
02079K305 ALPHABET INC | Reduced | -$18.9M | $86.1M | 0.17% |
09290D101 BLACKROCK INC | Reduced | -$17.3M | $208.4M | 0.15% |
12685J105 CABLE ONE INC | Reduced | -$15.3M | $3.2M | 0.14% |
G54950103 LINDE PLC | Increased | $13.9M | $84.3M | 0.12% |
25816109 AMERICAN EXPRESS CO | Reduced | -$13.4M | $130.3M | 0.12% |
256677105 DOLLAR GEN CORP NEW | Increased | $13.1M | $76.4M | 0.12% |
478160104 JOHNSON & JOHNSON | Increased | $13.0M | $101.3M | 0.12% |
32654105 ANALOG DEVICES INC | Reduced | -$12.6M | $235.5M | 0.11% |
113004105 BROOKFIELD ASSET MANAGMT LTD | Reduced | -$12.6M | $106.3M | 0.11% |
775711104 ROLLINS INC | Increased | $11.2M | $79.0M | 0.10% |
62944T105 NVR INC | Reduced | -$10.5M | $86.1M | 0.09% |
149123101 CATERPILLAR INC | Reduced | -$9.6M | $108.2M | 0.09% |
38141G104 GOLDMAN SACHS GROUP INC | Reduced | -$9.5M | $196.3M | 0.08% |
422806208 HEICO CORP NEW | Increased | $9.4M | $80.1M | 0.08% |
14316J108 CARLYLE GROUP INC | Reduced | -$9.2M | $57.8M | 0.08% |
548661107 LOWES COS INC | Reduced | -$7.9M | $165.2M | 0.07% |
988498101 YUM BRANDS INC | Increased | $7.9M | $35.5M | 0.07% |
410867105 HANOVER INS GROUP INC | Increased | $7.4M | $48.7M | 0.07% |
9066101 AIRBNB INC | Increased | $6.8M | $22.0M | 0.06% |
74144T108 PRICE T ROWE GROUP INC | Reduced | -$6.7M | $28.8M | 0.06% |
G0403H108 AON PLC | Increased | $6.3M | $51.7M | 0.06% |
G1151C101 ACCENTURE PLC IRELAND | Reduced | -$6.3M | $49.7M | 0.06% |
31428X106 FEDEX CORP | Reduced | -$6.2M | $51.9M | 0.05% |
808513105 SCHWAB CHARLES CORP | Increased | $5.9M | $106.8M | 0.05% |
882508104 TEXAS INSTRS INC | Reduced | -$5.7M | $130.1M | 0.05% |
278865100 ECOLAB INC | Increased | $5.3M | $69.5M | 0.05% |
88579Y101 3M CO | Increased | $5.2M | $43.1M | 0.05% |
902494103 TYSON FOODS INC | Increased | $5.1M | $51.0M | 0.05% |
749607107 RLI CORP | Reduced | -$5.0M | $192.4M | 0.04% |
55354G100 MSCI INC | Reduced | -$4.9M | $80.8M | 0.04% |
855244109 STARBUCKS CORP | Increased | $4.9M | $61.2M | 0.04% |
57636Q104 MASTERCARD INCORPORATED | Increased | $4.5M | $113.8M | 0.04% |
654106103 NIKE INC | Reduced | -$4.4M | $28.3M | 0.04% |
40412C101 HCA HEALTHCARE INC | Increased | $4.4M | $21.4M | 0.04% |
718172109 PHILIP MORRIS INTL INC | Increased | $4.4M | $18.2M | 0.04% |
773903109 ROCKWELL AUTOMATION INC | Reduced | -$4.2M | $40.0M | 0.04% |
8.7612E+110 TARGET CORP | Reduced | -$4.1M | $13.9M | 0.04% |
7.5513E+105 RTX CORPORATION | Increased | $3.7M | $29.7M | 0.03% |
115637100 BROWN FORMAN CORP | Reduced | -$3.6M | $28.2M | 0.03% |
369550108 GENERAL DYNAMICS CORP | Increased | $3.6M | $106.6M | 0.03% |
92345Y106 VERISK ANALYTICS INC | Increased | $3.5M | $46.4M | 0.03% |
303075105 FACTSET RESH SYS INC | Reduced | -$3.0M | $53.1M | 0.03% |
446413106 HUNTINGTON INGALLS INDS INC | Increased | $2.9M | $3.7M | 0.03% |
L8681T102 SPOTIFY TECHNOLOGY S A | Increased | $2.7M | $14.2M | 0.02% |
50212V100 LPL FINL HLDGS INC | Increased | $2.5M | $176.4M | 0.02% |
90353T100 UBER TECHNOLOGIES INC | Increased | $2.3M | $8.9M | 0.02% |
20002101 ALLSTATE CORP | Increased | $2.2M | $32.0M | 0.02% |
704326107 PAYCHEX INC | Increased | $2.1M | $23.1M | 0.02% |
810186106 SCOTTS MIRACLE-GRO CO | Reduced | -$1.9M | $9.2M | 0.02% |
115637209 BROWN FORMAN CORP | Reduced | -$1.9M | $16.1M | 0.02% |
405166109 HAGERTY INC | Reduced | -$1.9M | $28.1M | 0.02% |
12572Q105 CME GROUP INC | Increased | $1.8M | $2.5M | 0.02% |
452308109 ILLINOIS TOOL WKS INC | Reduced | -$1.8M | $81.2M | 0.02% |
427866108 HERSHEY CO | Increased | $1.7M | $9.3M | 0.02% |
00508Y102 ACUITY BRANDS INC | Increased | $1.7M | $2.6M | 0.02% |
615369105 MOODYS CORP | Reduced | -$1.6M | $99.6M | 0.01% |
30303M102 META PLATFORMS INC | Reduced | -$1.6M | $161.4M | 0.01% |
45778Q107 INSPERITY INC | Increased | $1.5M | $11.8M | 0.01% |
78409V104 S&P GLOBAL INC | Increased | $1.5M | $76.6M | 0.01% |
428291108 HEXCEL CORP NEW | Reduced | -$1.5M | $10.3M | 0.01% |
835699307 SONY GROUP CORP | Increased | $1.4M | $8.5M | 0.01% |
46625H100 JPMORGAN CHASE & CO. | Increased | $1.4M | $62.0M | 0.01% |
911363109 UNITED RENTALS INC | Reduced | -$1.4M | $19.5M | 0.01% |
12503M108 CBOE GLOBAL MKTS INC | New | $1.4M | $1.4M | 0.01% |
199908104 COMFORT SYS USA INC | Reduced | -$1.3M | $4.2M | 0.01% |
31488V107 FERGUSON ENTERPRISES INC | Increased | $1.3M | $19.7M | 0.01% |
228368106 CROWN HLDGS INC | Increased | $1.2M | $16.9M | 0.01% |
679580100 OLD DOMINION FREIGHT LINE IN | Reduced | -$1.2M | $51.8M | 0.01% |
68902V107 OTIS WORLDWIDE CORP | Increased | $1.2M | $11.8M | 0.01% |
46266C105 IQVIA HLDGS INC | Reduced | -$1.2M | $10.4M | 0.01% |
91324P102 UNITEDHEALTH GROUP INC | Increased | $1.2M | $14.7M | 0.01% |
22160K105 COSTCO WHSL CORP NEW | Increased | $1.2M | $37.0M | 0.01% |
552953101 MGM RESORTS INTERNATIONAL | Increased | $1.1M | $2.5M | 0.01% |
14448C104 CARRIER GLOBAL CORPORATION | Reduced | -$1.1M | $14.9M | 0.01% |
82509L107 SHOPIFY INC | Reduced | -$1.1M | $9.8M | 0.01% |
67098H104 O-I GLASS INC | Increased | $1.1M | $10.0M | 0.01% |
169905106 CHOICE HOTELS INTL INC | Reduced | -$1.1M | $15.3M | 0.01% |
150870103 CELANESE CORP DEL | Reduced | -$1.0M | $4.6M | 0.01% |
883556102 THERMO FISHER SCIENTIFIC INC | Increased | $1.0M | $22.4M | 0.01% |
89400J107 TRANSUNION | Reduced | -$982,206 | $8.4M | 0.01% |
461804106 INVESTORS TITLE CO NC | Increased | $921,456 | $51.4M | 0.01% |
824348106 SHERWIN WILLIAMS CO | Increased | $872,033 | $32.9M | 0.01% |
17275R102 CISCO SYS INC | Increased | $858,420 | $21.1M | 0.01% |
64058100 BANK NEW YORK MELLON CORP | Increased | $855,360 | $10.2M | 0.01% |
784117103 SEI INVTS CO | Reduced | -$840,020 | $13.4M | 0.01% |
294429105 EQUIFAX INC | Reduced | -$822,477 | $17.7M | 0.01% |
26969P108 EAGLE MATLS INC | New | $776,755 | $776,755 | 0.01% |
84423102 BERKLEY W R CORP | Increased | $767,880 | $4.3M | 0.01% |
571903202 MARRIOTT INTL INC NEW | Reduced | -$723,780 | $12.4M | 0.01% |
907818108 UNION PAC CORP | Increased | $703,379 | $20.3M | 0.01% |
871829107 SYSCO CORP | New | $675,360 | $675,360 | 0.01% |
117043109 BRUNSWICK CORP | Increased | $618,375 | $1.6M | 0.01% |
G7496G103 RENAISSANCERE HLDGS LTD | Reduced | -$616,700 | $16.8M | 0.01% |
20030N101 COMCAST CORP NEW | Reduced | -$605,984 | $35.5M | 0.01% |
143130102 CARMAX INC | Reduced | -$524,160 | $10.6M | 0.00% |
655844108 NORFOLK SOUTHN CORP | Increased | $493,425 | $54.4M | 0.00% |
512816109 LAMAR ADVERTISING CO NEW | Increased | $492,100 | $15.6M | 0.00% |
384637104 GRAHAM HLDGS CO | Increased | $462,488 | $5.0M | 0.00% |
9158106 AIR PRODS & CHEMS INC | Increased | $462,220 | $19.2M | 0.00% |
388689101 GRAPHIC PACKAGING HLDG CO | Increased | $369,970 | $12.0M | 0.00% |
366651107 GARTNER INC | Reduced | -$368,961 | $2.4M | 0.00% |
949746101 WELLS FARGO CO NEW | Increased | $316,898 | $14.7M | 0.00% |
277432100 EASTMAN CHEM CO | Reduced | -$240,589 | $6.6M | 0.00% |
25754A201 DOMINOS PIZZA INC | Increased | $218,295 | $2.5M | 0.00% |
G96629103 WILLIS TOWERS WATSON PLC LTD | Increased | $213,175 | $2.9M | 0.00% |
713448108 PEPSICO INC | Reduced | -$203,966 | $14.4M | 0.00% |
58498106 BALL CORP | Reduced | -$156,060 | $2.7M | 0.00% |
22160N109 COSTAR GROUP INC | Increased | $142,104 | $1.5M | 0.00% |
518439104 LAUDER ESTEE COS INC | Reduced | -$134,700 | $990,000 | 0.00% |
03524A108 ANHEUSER BUSCH INBEV SA/NV | Increased | $126,390 | $677,160 | 0.00% |
45866F104 INTERCONTINENTAL EXCHANGE IN | Increased | $120,269 | $883,200 | 0.00% |
14040H105 CAPITAL ONE FINL CORP | Increased | $89,180 | $16.3M | 0.00% |
539830109 LOCKHEED MARTIN CORP | Increased | $67,101 | $27.5M | 0.00% |
461202103 INTUIT | Reduced | -$39,467 | $1.7M | 0.00% |
39483102 ARCHER DANIELS MIDLAND CO | Reduced | -$3,725 | $74.5M | 0.00% |