TG
Tom Gayner (Markel) disclosed increased in APPLE INC
Tom Gayner (Markel) filed a 13F change in APPLE INC (37833100) on 2025-10-31, covering period end 2025-09-30.
Action
Increased
Capital
$312,504,852 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
140 changes from Tom Gayner (Markel), filed 2025-10-31 for period end 2025-09-30.
$12.3B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
02079K107 ALPHABET INC | Increased | $181.9M | $669.7M | 1.48% |
37833100 APPLE INC | Increased | $60.7M | $312.5M | 0.49% |
11271J107 BROOKFIELD CORP | Increased | $58.7M | $597.7M | 0.48% |
244199105 DEERE & CO | Reduced | -$45.0M | $401.4M | 0.37% |
351858105 FRANCO NEV CORP | Increased | $41.6M | $135.0M | 0.34% |
02079K305 ALPHABET INC | Increased | $38.2M | $139.1M | 0.31% |
437076102 HOME DEPOT INC | Increased | $35.5M | $372.8M | 0.29% |
38141G104 GOLDMAN SACHS GROUP INC | Increased | $31.8M | $286.2M | 0.26% |
149123101 CATERPILLAR INC | Increased | $29.2M | $156.8M | 0.24% |
84670108 BERKSHIRE HATHAWAY INC DEL | Increased | $28.3M | $840.2M | 0.23% |
09260D107 BLACKSTONE INC | Increased | $26.1M | $210.0M | 0.21% |
84670702 BERKSHIRE HATHAWAY INC DEL | Increased | $26.0M | $770.2M | 0.21% |
09290D101 BLACKROCK INC | Increased | $25.7M | $256.7M | 0.21% |
670100205 NOVO-NORDISK A S | Reduced | -$24.5M | $131.4M | 0.20% |
548661107 LOWES COS INC | Increased | $23.5M | $182.6M | 0.19% |
942622200 WATSCO INC | Reduced | -$21.1M | $228.5M | 0.17% |
50212V100 LPL FINL HLDGS INC | Reduced | -$20.1M | $184.1M | 0.16% |
478160104 JOHNSON & JOHNSON | Increased | $20.0M | $113.3M | 0.16% |
254687106 DISNEY WALT CO | Reduced | -$19.3M | $232.6M | 0.16% |
369550108 GENERAL DYNAMICS CORP | Increased | $19.3M | $133.3M | 0.16% |
303075105 FACTSET RESH SYS INC | Reduced | -$18.8M | $33.4M | 0.15% |
88579Y101 3M CO | Sold out | -$18.0M | $0 | 0.15% |
882508104 TEXAS INSTRS INC | Reduced | -$17.3M | $133.0M | 0.14% |
749607107 RLI CORP | Reduced | -$16.8M | $156.2M | 0.14% |
655844108 NORFOLK SOUTHN CORP | Increased | $16.5M | $77.1M | 0.13% |
743315103 PROGRESSIVE CORP | Reduced | -$15.0M | $186.1M | 0.12% |
14316J108 CARLYLE GROUP INC | Increased | $15.0M | $83.2M | 0.12% |
92826C839 VISA INC | Reduced | -$13.7M | $341.1M | 0.11% |
594918104 MICROSOFT CORP | Increased | $13.2M | $275.6M | 0.11% |
461804106 INVESTORS TITLE CO NC | Increased | $12.1M | $57.1M | 0.10% |
571748102 MARSH & MCLENNAN COS INC | Reduced | -$11.6M | $152.2M | 0.09% |
256677105 DOLLAR GEN CORP NEW | Reduced | -$9.6M | $89.8M | 0.08% |
92345Y106 VERISK ANALYTICS INC | Reduced | -$9.4M | $39.2M | 0.08% |
32654105 ANALOG DEVICES INC | Increased | $9.0M | $286.9M | 0.07% |
03769M106 APOLLO GLOBAL MGMT INC | Reduced | -$8.7M | $134.9M | 0.07% |
G1151C101 ACCENTURE PLC IRELAND | Reduced | -$8.3M | $39.3M | 0.07% |
126408103 CSX CORP | Increased | $8.0M | $10.1M | 0.06% |
62944T105 NVR INC | Increased | $7.7M | $95.6M | 0.06% |
907818108 UNION PAC CORP | Increased | $7.6M | $30.0M | 0.06% |
25243Q205 DIAGEO PLC | Reduced | -$7.4M | $130.4M | 0.06% |
67098H104 O-I GLASS INC | Sold out | -$7.0M | $0 | 0.06% |
883556102 THERMO FISHER SCIENTIFIC INC | Increased | $7.0M | $27.1M | 0.06% |
39483102 ARCHER DANIELS MIDLAND CO | Increased | $6.9M | $90.0M | 0.06% |
46625H100 JPMORGAN CHASE & CO. | Increased | $6.4M | $79.7M | 0.05% |
25816109 AMERICAN EXPRESS CO | Increased | $6.4M | $160.8M | 0.05% |
911363109 UNITED RENTALS INC | Increased | $6.3M | $29.7M | 0.05% |
78409V104 S&P GLOBAL INC | Reduced | -$6.1M | $73.3M | 0.05% |
405166109 HAGERTY INC | Increased | $6.0M | $37.5M | 0.05% |
808513105 SCHWAB CHARLES CORP | Increased | $5.8M | $130.3M | 0.05% |
40412C101 HCA HEALTHCARE INC | Increased | $5.6M | $32.1M | 0.05% |
615369105 MOODYS CORP | Reduced | -$5.4M | $101.9M | 0.04% |
679580100 OLD DOMINION FREIGHT LINE IN | Reduced | -$5.1M | $50.5M | 0.04% |
7.5513E+105 RTX CORPORATION | Increased | $4.8M | $37.5M | 0.04% |
150870103 CELANESE CORP DEL | Sold out | -$4.5M | $0 | 0.04% |
48251W104 KKR & CO INC | Reduced | -$4.5M | $188.7M | 0.04% |
452308109 ILLINOIS TOOL WKS INC | Increased | $4.4M | $85.4M | 0.04% |
855244109 STARBUCKS CORP | Reduced | -$4.4M | $52.8M | 0.04% |
20030N101 COMCAST CORP NEW | Reduced | -$4.1M | $30.2M | 0.03% |
G54950103 LINDE PLC | Increased | $4.1M | $91.6M | 0.03% |
775711104 ROLLINS INC | Increased | $3.8M | $86.7M | 0.03% |
199908104 COMFORT SYS USA INC | Increased | $3.8M | $10.7M | 0.03% |
31488V107 FERGUSON ENTERPRISES INC | Increased | $3.7M | $33.0M | 0.03% |
388689101 GRAPHIC PACKAGING HLDG CO | Sold out | -$3.7M | $0 | 0.03% |
113004105 BROOKFIELD ASSET MANAGMT LTD | Increased | $3.6M | $124.9M | 0.03% |
82509L107 SHOPIFY INC | Increased | $3.4M | $15.3M | 0.03% |
410867105 HANOVER INS GROUP INC | Increased | $3.3M | $51.0M | 0.03% |
14448C104 CARRIER GLOBAL CORPORATION | Reduced | -$3.2M | $14.0M | 0.03% |
143130102 CARMAX INC | Reduced | -$3.0M | $6.1M | 0.02% |
58498106 BALL CORP | Sold out | -$2.9M | $0 | 0.02% |
704326107 PAYCHEX INC | Reduced | -$2.8M | $19.0M | 0.02% |
773903109 ROCKWELL AUTOMATION INC | Increased | $2.7M | $54.1M | 0.02% |
G96629103 WILLIS TOWERS WATSON PLC LTD | Sold out | -$2.6M | $0 | 0.02% |
571903202 MARRIOTT INTL INC NEW | Increased | $2.6M | $19.1M | 0.02% |
12503M108 CBOE GLOBAL MKTS INC | Increased | $2.6M | $7.0M | 0.02% |
22160K105 COSTCO WHSL CORP NEW | Reduced | -$2.5M | $36.2M | 0.02% |
12572Q105 CME GROUP INC | Increased | $2.4M | $8.6M | 0.02% |
136375102 CANADIAN NATL RY CO | New | $2.4M | $2.4M | 0.02% |
38222105 APPLIED MATLS INC | Increased | $2.4M | $5.4M | 0.02% |
13646K108 CANADIAN PACIFIC KANSAS CITY | New | $2.3M | $2.3M | 0.02% |
169905106 CHOICE HOTELS INTL INC | Reduced | -$2.3M | $12.3M | 0.02% |
366651107 GARTNER INC | Sold out | -$2.3M | $0 | 0.02% |
718172109 PHILIP MORRIS INTL INC | Reduced | -$2.3M | $18.6M | 0.02% |
539830109 LOCKHEED MARTIN CORP | Increased | $2.2M | $31.1M | 0.02% |
64058100 BANK NEW YORK MELLON CORP | Increased | $2.2M | $13.2M | 0.02% |
461202103 INTUIT | Sold out | -$2.1M | $0 | 0.02% |
20002101 ALLSTATE CORP | Increased | $2.1M | $33.2M | 0.02% |
74144T108 PRICE T ROWE GROUP INC | Increased | $1.9M | $32.2M | 0.02% |
31428X106 FEDEX CORP | Increased | $1.8M | $50.2M | 0.01% |
L8681T102 SPOTIFY TECHNOLOGY S A | Reduced | -$1.8M | $18.1M | 0.01% |
422806208 HEICO CORP NEW | Reduced | -$1.8M | $96.5M | 0.01% |
512816109 LAMAR ADVERTISING CO NEW | Increased | $1.6M | $20.8M | 0.01% |
26969P108 EAGLE MATLS INC | Increased | $1.6M | $3.4M | 0.01% |
810186106 SCOTTS MIRACLE-GRO CO | Reduced | -$1.5M | $9.6M | 0.01% |
22160N109 COSTAR GROUP INC | Sold out | -$1.5M | $0 | 0.01% |
45778Q107 INSPERITY INC | Reduced | -$1.4M | $6.5M | 0.01% |
57636Q104 MASTERCARD INCORPORATED | Increased | $1.4M | $118.1M | 0.01% |
55354G100 MSCI INC | Reduced | -$1.3M | $81.1M | 0.01% |
278865100 ECOLAB INC | Increased | $1.2M | $75.1M | 0.01% |
518439104 LAUDER ESTEE COS INC | Sold out | -$1.2M | $0 | 0.01% |
228368106 CROWN HLDGS INC | Reduced | -$1.2M | $18.3M | 0.01% |
384637104 GRAHAM HLDGS CO | Increased | $1.2M | $6.1M | 0.01% |
8.7612E+110 TARGET CORP | Reduced | -$1.2M | $11.9M | 0.01% |
428291108 HEXCEL CORP NEW | Increased | $1.2M | $11.9M | 0.01% |
427866108 HERSHEY CO | Increased | $1.1M | $10.2M | 0.01% |
46266C105 IQVIA HLDGS INC | Increased | $1.1M | $8.9M | 0.01% |
30303M102 META PLATFORMS INC | Reduced | -$1.0M | $205.8M | 0.01% |
446413106 HUNTINGTON INGALLS INDS INC | Increased | $952,225 | $5.9M | 0.01% |
835699307 SONY GROUP CORP | Increased | $924,600 | $9.6M | 0.01% |
91324P102 UNITEDHEALTH GROUP INC | Increased | $883,244 | $9.2M | 0.01% |
277432100 EASTMAN CHEM CO | Reduced | -$870,169 | $4.7M | 0.01% |
68902V107 OTIS WORLDWIDE CORP | Reduced | -$869,964 | $10.5M | 0.01% |
784117103 SEI INVTS CO | Reduced | -$867,732 | $14.7M | 0.01% |
988498101 YUM BRANDS INC | Increased | $865,043 | $34.4M | 0.01% |
713448108 PEPSICO INC | Increased | $808,164 | $13.5M | 0.01% |
G7496G103 RENAISSANCERE HLDGS LTD | Increased | $772,100 | $17.8M | 0.01% |
949746101 WELLS FARGO CO NEW | Increased | $756,465 | $17.1M | 0.01% |
03524A108 ANHEUSER BUSCH INBEV SA/NV | Sold out | -$755,920 | $0 | 0.01% |
871829107 SYSCO CORP | Increased | $693,610 | $2.5M | 0.01% |
9158106 AIR PRODS & CHEMS INC | Reduced | -$607,100 | $17.7M | 0.00% |
654106103 NIKE INC | Reduced | -$586,094 | $31.2M | 0.00% |
90353T100 UBER TECHNOLOGIES INC | Increased | $576,745 | $12.1M | 0.00% |
117043109 BRUNSWICK CORP | Increased | $488,960 | $2.1M | 0.00% |
9066101 AIRBNB INC | Reduced | -$477,989 | $27.6M | 0.00% |
00724F101 ADOBE INC | Reduced | -$477,820 | $4.9M | 0.00% |
115637100 BROWN FORMAN CORP | Reduced | -$472,079 | $22.7M | 0.00% |
00508Y102 ACUITY INC | Increased | $448,988 | $3.4M | 0.00% |
902494103 TYSON FOODS INC | Increased | $426,510 | $46.1M | 0.00% |
89400J107 TRANSUNION | Reduced | -$426,431 | $8.5M | 0.00% |
23135106 AMAZON COM INC | Increased | $365,538 | $445.9M | 0.00% |
30231G102 EXXON MOBIL CORP | New | $338,250 | $338,250 | 0.00% |
824348106 SHERWIN WILLIAMS CO | Increased | $273,099 | $32.6M | 0.00% |
294429105 EQUIFAX INC | Reduced | -$206,894 | $18.7M | 0.00% |
84423102 BERKLEY W R CORP | Increased | $191,362 | $4.7M | 0.00% |
25754A201 DOMINOS PIZZA INC | Reduced | -$103,895 | $2.4M | 0.00% |
115637209 BROWN FORMAN CORP | Increased | $80,612 | $12.8M | 0.00% |
17275R102 CISCO SYS INC | Increased | $75,000 | $24.3M | 0.00% |
552953101 MGM RESORTS INTERNATIONAL | Increased | $23,625 | $3.0M | 0.00% |
G0403H108 AON PLC | Reduced | -$23,364 | $46.3M | 0.00% |
14040H105 CAPITAL ONE FINL CORP | Reduced | -$16,380 | $19.3M | 0.00% |
45866F104 INTERCONTINENTAL EXCHANGE IN | Increased | $7,492 | $946,858 | 0.00% |