TG
Tom Gayner (Markel) disclosed increased in ALPHABET INC
Tom Gayner (Markel) filed a 13F change in ALPHABET INC (02079K107) on 2025-08-01, covering period end 2025-06-30.
Action
Increased
Capital
$487,797,665 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
138 changes from Tom Gayner (Markel), filed 2025-08-01 for period end 2025-06-30.
$11.8B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
11271J107 BROOKFIELD CORP | Increased | $82.3M | $539.1M | 0.70% |
84670108 BERKSHIRE HATHAWAY INC DEL | Reduced | -$77.6M | $811.9M | 0.66% |
84670702 BERKSHIRE HATHAWAY INC DEL | Reduced | -$71.7M | $744.2M | 0.61% |
594918104 MICROSOFT CORP | Increased | $66.1M | $262.4M | 0.56% |
23135106 AMAZON COM INC | Increased | $59.2M | $445.5M | 0.50% |
02079K107 ALPHABET INC | Increased | $58.2M | $487.8M | 0.49% |
38141G104 GOLDMAN SACHS GROUP INC | Increased | $58.0M | $254.3M | 0.49% |
254687106 DISNEY WALT CO | Increased | $51.4M | $251.9M | 0.43% |
942622200 WATSCO INC | Reduced | -$50.6M | $249.6M | 0.43% |
30303M102 META PLATFORMS INC | Increased | $45.4M | $206.9M | 0.38% |
32654105 ANALOG DEVICES INC | Increased | $42.4M | $277.9M | 0.36% |
244199105 DEERE & CO | Increased | $34.5M | $446.4M | 0.29% |
50212V100 LPL FINL HLDGS INC | Increased | $27.8M | $204.2M | 0.24% |
48251W104 KKR & CO INC | Increased | $25.3M | $193.1M | 0.21% |
88579Y101 3M CO | Reduced | -$25.1M | $18.0M | 0.21% |
25816109 AMERICAN EXPRESS CO | Increased | $24.2M | $154.5M | 0.20% |
256677105 DOLLAR GEN CORP NEW | Increased | $23.0M | $99.4M | 0.19% |
09290D101 BLACKROCK INC | Increased | $22.6M | $231.0M | 0.19% |
37833100 APPLE INC | Reduced | -$20.8M | $251.8M | 0.18% |
882508104 TEXAS INSTRS INC | Increased | $20.2M | $150.3M | 0.17% |
749607107 RLI CORP | Reduced | -$19.4M | $172.9M | 0.16% |
149123101 CATERPILLAR INC | Increased | $19.4M | $127.6M | 0.16% |
422806208 HEICO CORP NEW | Increased | $18.1M | $98.2M | 0.15% |
571748102 MARSH & MCLENNAN COS INC | Reduced | -$17.7M | $163.7M | 0.15% |
808513105 SCHWAB CHARLES CORP | Increased | $17.7M | $124.5M | 0.15% |
113004105 BROOKFIELD ASSET MANAGMT LTD | Increased | $15.0M | $121.3M | 0.13% |
02079K305 ALPHABET INC | Increased | $14.7M | $100.8M | 0.12% |
743315103 PROGRESSIVE CORP | Reduced | -$12.2M | $201.1M | 0.10% |
09260D107 BLACKSTONE INC | Increased | $12.0M | $183.8M | 0.10% |
773903109 ROCKWELL AUTOMATION INC | Increased | $11.4M | $51.5M | 0.10% |
46625H100 JPMORGAN CHASE & CO. | Increased | $11.3M | $73.2M | 0.10% |
351858105 FRANCO NEV CORP | Increased | $10.6M | $93.4M | 0.09% |
14316J108 CARLYLE GROUP INC | Increased | $10.4M | $68.2M | 0.09% |
31488V107 FERGUSON ENTERPRISES INC | Increased | $9.6M | $29.3M | 0.08% |
39483102 ARCHER DANIELS MIDLAND CO | Increased | $8.6M | $83.1M | 0.07% |
388689101 GRAPHIC PACKAGING HLDG CO | Reduced | -$8.3M | $3.7M | 0.07% |
478160104 JOHNSON & JOHNSON | Reduced | -$8.0M | $93.3M | 0.07% |
615369105 MOODYS CORP | Increased | $7.7M | $107.3M | 0.06% |
369550108 GENERAL DYNAMICS CORP | Increased | $7.5M | $114.0M | 0.06% |
670100205 NOVO-NORDISK A S | Increased | $6.6M | $155.9M | 0.06% |
91324P102 UNITEDHEALTH GROUP INC | Reduced | -$6.4M | $8.3M | 0.05% |
461804106 INVESTORS TITLE CO NC | Reduced | -$6.4M | $45.1M | 0.05% |
655844108 NORFOLK SOUTHN CORP | Increased | $6.2M | $60.5M | 0.05% |
9066101 AIRBNB INC | Increased | $6.1M | $28.1M | 0.05% |
548661107 LOWES COS INC | Reduced | -$6.0M | $159.1M | 0.05% |
L8681T102 SPOTIFY TECHNOLOGY S A | Increased | $5.6M | $19.9M | 0.05% |
00724F101 ADOBE INC | New | $5.4M | $5.4M | 0.05% |
25243Q205 DIAGEO PLC | Reduced | -$5.4M | $137.8M | 0.05% |
G0403H108 AON PLC | Reduced | -$5.4M | $46.3M | 0.05% |
902494103 TYSON FOODS INC | Reduced | -$5.3M | $45.6M | 0.04% |
115637100 BROWN FORMAN CORP | Reduced | -$5.1M | $23.2M | 0.04% |
40412C101 HCA HEALTHCARE INC | Increased | $5.0M | $26.4M | 0.04% |
03769M106 APOLLO GLOBAL MGMT INC | Increased | $5.0M | $143.6M | 0.04% |
92826C839 VISA INC | Increased | $4.6M | $354.8M | 0.04% |
278865100 ECOLAB INC | Increased | $4.4M | $73.9M | 0.04% |
571903202 MARRIOTT INTL INC NEW | Increased | $4.1M | $16.5M | 0.03% |
855244109 STARBUCKS CORP | Reduced | -$4.0M | $57.2M | 0.03% |
911363109 UNITED RENTALS INC | Increased | $3.9M | $23.5M | 0.03% |
775711104 ROLLINS INC | Increased | $3.9M | $82.9M | 0.03% |
45778Q107 INSPERITY INC | Reduced | -$3.8M | $7.9M | 0.03% |
679580100 OLD DOMINION FREIGHT LINE IN | Increased | $3.8M | $55.6M | 0.03% |
12572Q105 CME GROUP INC | Increased | $3.7M | $6.2M | 0.03% |
512816109 LAMAR ADVERTISING CO NEW | Increased | $3.6M | $19.2M | 0.03% |
654106103 NIKE INC | Increased | $3.5M | $31.8M | 0.03% |
31428X106 FEDEX CORP | Reduced | -$3.5M | $48.4M | 0.03% |
115637209 BROWN FORMAN CORP | Reduced | -$3.3M | $12.8M | 0.03% |
405166109 HAGERTY INC | Increased | $3.3M | $31.4M | 0.03% |
G54950103 LINDE PLC | Increased | $3.3M | $87.5M | 0.03% |
12685J105 CABLE ONE INC | Sold out | -$3.2M | $0 | 0.03% |
17275R102 CISCO SYS INC | Increased | $3.1M | $24.2M | 0.03% |
12503M108 CBOE GLOBAL MKTS INC | Increased | $3.1M | $4.4M | 0.03% |
14040H105 CAPITAL ONE FINL CORP | Increased | $3.0M | $19.4M | 0.03% |
67098H104 O-I GLASS INC | Reduced | -$3.0M | $7.0M | 0.03% |
7.5513E+105 RTX CORPORATION | Increased | $3.0M | $32.7M | 0.03% |
38222105 APPLIED MATLS INC | New | $3.0M | $3.0M | 0.03% |
78409V104 S&P GLOBAL INC | Increased | $2.9M | $79.5M | 0.02% |
57636Q104 MASTERCARD INCORPORATED | Increased | $2.9M | $116.6M | 0.02% |
199908104 COMFORT SYS USA INC | Increased | $2.8M | $7.0M | 0.02% |
718172109 PHILIP MORRIS INTL INC | Increased | $2.7M | $20.9M | 0.02% |
90353T100 UBER TECHNOLOGIES INC | Increased | $2.6M | $11.5M | 0.02% |
228368106 CROWN HLDGS INC | Increased | $2.6M | $19.5M | 0.02% |
46266C105 IQVIA HLDGS INC | Reduced | -$2.5M | $7.8M | 0.02% |
883556102 THERMO FISHER SCIENTIFIC INC | Reduced | -$2.3M | $20.1M | 0.02% |
14448C104 CARRIER GLOBAL CORPORATION | Increased | $2.3M | $17.2M | 0.02% |
92345Y106 VERISK ANALYTICS INC | Increased | $2.2M | $48.6M | 0.02% |
126408103 CSX CORP | New | $2.1M | $2.1M | 0.02% |
784117103 SEI INVTS CO | Increased | $2.1M | $15.6M | 0.02% |
907818108 UNION PAC CORP | Increased | $2.1M | $22.4M | 0.02% |
G1151C101 ACCENTURE PLC IRELAND | Reduced | -$2.1M | $47.6M | 0.02% |
82509L107 SHOPIFY INC | Increased | $2.0M | $11.9M | 0.02% |
988498101 YUM BRANDS INC | Reduced | -$1.9M | $33.6M | 0.02% |
810186106 SCOTTS MIRACLE-GRO CO | Increased | $1.9M | $11.1M | 0.02% |
62944T105 NVR INC | Increased | $1.8M | $87.9M | 0.02% |
22160K105 COSTCO WHSL CORP NEW | Increased | $1.7M | $38.8M | 0.01% |
713448108 PEPSICO INC | Reduced | -$1.7M | $12.7M | 0.01% |
949746101 WELLS FARGO CO NEW | Increased | $1.7M | $16.4M | 0.01% |
55354G100 MSCI INC | Increased | $1.6M | $82.4M | 0.01% |
143130102 CARMAX INC | Reduced | -$1.5M | $9.2M | 0.01% |
74144T108 PRICE T ROWE GROUP INC | Increased | $1.5M | $30.3M | 0.01% |
539830109 LOCKHEED MARTIN CORP | Increased | $1.4M | $28.8M | 0.01% |
704326107 PAYCHEX INC | Reduced | -$1.3M | $21.8M | 0.01% |
446413106 HUNTINGTON INGALLS INDS INC | Increased | $1.3M | $4.9M | 0.01% |
20030N101 COMCAST CORP NEW | Reduced | -$1.2M | $34.3M | 0.01% |
294429105 EQUIFAX INC | Increased | $1.2M | $18.9M | 0.01% |
871829107 SYSCO CORP | Increased | $1.1M | $1.8M | 0.01% |
26969P108 EAGLE MATLS INC | Increased | $1.0M | $1.8M | 0.01% |
277432100 EASTMAN CHEM CO | Reduced | -$1.0M | $5.6M | 0.01% |
410867105 HANOVER INS GROUP INC | Reduced | -$972,530 | $47.7M | 0.01% |
20002101 ALLSTATE CORP | Reduced | -$890,208 | $31.1M | 0.01% |
64058100 BANK NEW YORK MELLON CORP | Increased | $879,660 | $11.1M | 0.01% |
303075105 FACTSET RESH SYS INC | Reduced | -$859,060 | $52.2M | 0.01% |
9158106 AIR PRODS & CHEMS INC | Reduced | -$835,900 | $18.3M | 0.01% |
8.7612E+110 TARGET CORP | Reduced | -$759,430 | $13.1M | 0.01% |
169905106 CHOICE HOTELS INTL INC | Reduced | -$681,450 | $14.7M | 0.01% |
824348106 SHERWIN WILLIAMS CO | Reduced | -$549,023 | $32.3M | 0.00% |
89400J107 TRANSUNION | Increased | $506,260 | $8.9M | 0.00% |
68902V107 OTIS WORLDWIDE CORP | Reduced | -$479,112 | $11.3M | 0.00% |
552953101 MGM RESORTS INTERNATIONAL | Increased | $474,905 | $3.0M | 0.00% |
461202103 INTUIT | Increased | $472,300 | $2.1M | 0.00% |
00508Y102 ACUITY INC | Increased | $341,152 | $2.9M | 0.00% |
428291108 HEXCEL CORP NEW | Increased | $326,970 | $10.7M | 0.00% |
427866108 HERSHEY CO | Reduced | -$276,860 | $9.0M | 0.00% |
G96629103 WILLIS TOWERS WATSON PLC LTD | Reduced | -$271,318 | $2.6M | 0.00% |
452308109 ILLINOIS TOOL WKS INC | Reduced | -$248,899 | $81.0M | 0.00% |
518439104 LAUDER ESTEE COS INC | Increased | $222,000 | $1.2M | 0.00% |
835699307 SONY GROUP CORP | Increased | $214,400 | $8.7M | 0.00% |
58498106 BALL CORP | Increased | $205,020 | $2.9M | 0.00% |
G7496G103 RENAISSANCERE HLDGS LTD | Increased | $203,000 | $17.0M | 0.00% |
84423102 BERKLEY W R CORP | Increased | $140,334 | $4.5M | 0.00% |
437076102 HOME DEPOT INC | Increased | $137,999 | $337.3M | 0.00% |
150870103 CELANESE CORP DEL | Reduced | -$117,072 | $4.5M | 0.00% |
366651107 GARTNER INC | Reduced | -$88,464 | $2.3M | 0.00% |
03524A108 ANHEUSER BUSCH INBEV SA/NV | Increased | $78,760 | $755,920 | 0.00% |
384637104 GRAHAM HLDGS CO | Reduced | -$76,388 | $4.9M | 0.00% |
45866F104 INTERCONTINENTAL EXCHANGE IN | Increased | $56,166 | $939,366 | 0.00% |
25754A201 DOMINOS PIZZA INC | Reduced | -$48,675 | $2.5M | 0.00% |
117043109 BRUNSWICK CORP | Increased | $41,005 | $1.6M | 0.00% |
22160N109 COSTAR GROUP INC | Increased | $21,762 | $1.5M | 0.00% |