TG
Tom Gayner (Markel) disclosed increased in ANALOG DEVICES INC
Tom Gayner (Markel) filed a 13F change in ANALOG DEVICES INC (32654105) on 2026-05-01, covering period end 2026-03-31.
Action
Increased
Capital
$325,535,164 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
132 changes from Tom Gayner (Markel), filed 2026-05-01 for period end 2026-03-31.
$11.9B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
244199105 DEERE & CO | Increased | $85.8M | $494.5M | 0.72% |
02079K107 ALPHABET INC | Reduced | -$74.1M | $788.8M | 0.62% |
11271J107 BROOKFIELD CORP | Reduced | -$70.9M | $529.1M | 0.59% |
866966104 SUNBELT RENTALS HOLDINGS INC | New | $62.7M | $62.7M | 0.53% |
594918104 MICROSOFT CORP | Reduced | -$60.1M | $199.0M | 0.50% |
48251W104 KKR & CO INC | Reduced | -$50.8M | $134.3M | 0.43% |
09260D107 BLACKSTONE INC | Reduced | -$48.1M | $141.3M | 0.40% |
32654105 ANALOG DEVICES INC | Increased | $48.0M | $325.5M | 0.40% |
92826C839 VISA INC | Reduced | -$46.9M | $303.5M | 0.39% |
23135106 AMAZON COM INC | Reduced | -$45.8M | $422.9M | 0.38% |
149123101 CATERPILLAR INC | Increased | $44.6M | $232.8M | 0.37% |
84670108 BERKSHIRE HATHAWAY INC DEL | Reduced | -$40.8M | $800.0M | 0.34% |
670100205 NOVO-NORDISK A S | Reduced | -$40.5M | $105.5M | 0.34% |
84670702 BERKSHIRE HATHAWAY INC DEL | Reduced | -$35.9M | $734.1M | 0.30% |
254687106 DISNEY WALT CO | Reduced | -$35.3M | $195.8M | 0.30% |
03769M106 APOLLO GLOBAL MGMT INC | Reduced | -$33.8M | $112.8M | 0.28% |
351858105 FRANCO NEV CORP | Increased | $33.4M | $175.0M | 0.28% |
25816109 AMERICAN EXPRESS CO | Reduced | -$32.4M | $148.4M | 0.27% |
50212V100 LPL FINL HLDGS INC | Reduced | -$31.5M | $168.5M | 0.26% |
78409V104 S&P GLOBAL INC | Reduced | -$28.7M | $50.1M | 0.24% |
09290D101 BLACKROCK INC | Reduced | -$23.9M | $211.8M | 0.20% |
478160104 JOHNSON & JOHNSON | Increased | $22.9M | $149.3M | 0.19% |
39483102 ARCHER DANIELS MIDLAND CO | Increased | $22.9M | $109.5M | 0.19% |
743315103 PROGRESSIVE CORP | Reduced | -$22.2M | $149.4M | 0.19% |
37833100 APPLE INC | Reduced | -$22.2M | $311.5M | 0.19% |
30303M102 META PLATFORMS INC | Reduced | -$21.8M | $142.1M | 0.18% |
679580100 OLD DOMINION FREIGHT LINE IN | Increased | $17.7M | $83.9M | 0.15% |
113004105 BROOKFIELD ASSET MANAGMT LTD | Reduced | -$17.4M | $97.5M | 0.15% |
942622200 WATSCO INC | Increased | $17.1M | $211.8M | 0.14% |
749607107 RLI CORP | Reduced | -$16.6M | $136.6M | 0.14% |
25243Q205 DIAGEO PLC | Reduced | -$16.2M | $102.2M | 0.14% |
G54950103 LINDE PLC | Increased | $16.1M | $101.4M | 0.13% |
615369105 MOODYS CORP | Reduced | -$16.0M | $93.3M | 0.13% |
422806208 HEICO CORP NEW | Reduced | -$15.7M | $80.1M | 0.13% |
882508104 TEXAS INSTRS INC | Increased | $15.0M | $140.6M | 0.13% |
57636Q104 MASTERCARD INCORPORATED | Reduced | -$14.8M | $103.7M | 0.12% |
02079K305 ALPHABET INC | Reduced | -$14.6M | $164.5M | 0.12% |
14316J108 CARLYLE GROUP INC | Reduced | -$14.2M | $64.2M | 0.12% |
437076102 HOME DEPOT INC | Reduced | -$14.0M | $302.6M | 0.12% |
8.7612E+110 TARGET CORP | Sold out | -$13.0M | $0 | 0.11% |
256677105 DOLLAR GEN CORP NEW | Reduced | -$12.2M | $103.2M | 0.10% |
38141G104 GOLDMAN SACHS GROUP INC | Reduced | -$11.9M | $304.0M | 0.10% |
G1151C101 ACCENTURE PLC IRELAND | Reduced | -$11.2M | $31.6M | 0.09% |
169905106 CHOICE HOTELS INTL INC | Sold out | -$11.0M | $0 | 0.09% |
58733R102 MERCADOLIBRE INC | New | $9.4M | $9.4M | 0.08% |
775711104 ROLLINS INC | Reduced | -$9.4M | $80.0M | 0.08% |
405166109 HAGERTY INC | Reduced | -$9.0M | $32.7M | 0.08% |
571748102 MARSH & MCLENNAN COS INC | Reduced | -$8.9M | $132.4M | 0.07% |
539830109 LOCKHEED MARTIN CORP | Increased | $8.2M | $39.4M | 0.07% |
62944T105 NVR INC | Reduced | -$7.9M | $79.7M | 0.07% |
293792107 ENTERPRISE PRODS PARTNERS L | New | $7.6M | $7.6M | 0.06% |
808513105 SCHWAB CHARLES CORP | Reduced | -$7.4M | $130.0M | 0.06% |
46625H100 JPMORGAN CHASE & CO. | Reduced | -$7.1M | $74.3M | 0.06% |
461804106 INVESTORS TITLE CO NC | Reduced | -$6.9M | $46.4M | 0.06% |
303075105 FACTSET RESH SYS INC | Reduced | -$6.0M | $29.4M | 0.05% |
126408103 CSX CORP | Increased | $5.8M | $21.8M | 0.05% |
199908104 COMFORT SYS USA INC | Increased | $5.8M | $17.9M | 0.05% |
14040H105 CAPITAL ONE FINL CORP | Reduced | -$5.5M | $16.6M | 0.05% |
92345Y106 VERISK ANALYTICS INC | Reduced | -$5.3M | $29.6M | 0.04% |
22160K105 COSTCO WHSL CORP NEW | Increased | $5.2M | $39.0M | 0.04% |
902494103 TYSON FOODS INC | Increased | $5.1M | $57.0M | 0.04% |
55354G100 MSCI INC | Reduced | -$5.0M | $77.0M | 0.04% |
654106103 NIKE INC | Reduced | -$4.9M | $23.6M | 0.04% |
773903109 ROCKWELL AUTOMATION INC | Reduced | -$4.7M | $55.6M | 0.04% |
452308109 ILLINOIS TOOL WKS INC | Increased | $4.6M | $85.2M | 0.04% |
82509L107 SHOPIFY INC | Reduced | -$4.4M | $12.2M | 0.04% |
9158106 AIR PRODS & CHEMS INC | Increased | $4.3M | $21.9M | 0.04% |
988498101 YUM BRANDS INC | Increased | $3.9M | $38.1M | 0.03% |
74144T108 PRICE T ROWE GROUP INC | Reduced | -$3.8M | $28.3M | 0.03% |
907818108 UNION PAC CORP | Increased | $3.8M | $36.5M | 0.03% |
91324P102 UNITEDHEALTH GROUP INC | Reduced | -$3.7M | $5.1M | 0.03% |
38222105 APPLIED MATLS INC | Increased | $3.7M | $12.4M | 0.03% |
G0403H108 AON PLC | Reduced | -$3.5M | $43.8M | 0.03% |
31488V107 FERGUSON ENTERPRISES INC | Increased | $3.4M | $39.8M | 0.03% |
883556102 THERMO FISHER SCIENTIFIC INC | Reduced | -$3.4M | $33.0M | 0.03% |
30231G102 EXXON MOBIL CORP | Increased | $3.4M | $8.0M | 0.03% |
855244109 STARBUCKS CORP | Increased | $3.4M | $55.9M | 0.03% |
427866108 HERSHEY CO | Increased | $3.3M | $15.6M | 0.03% |
704326107 PAYCHEX INC | Reduced | -$3.0M | $13.8M | 0.03% |
571903202 MARRIOTT INTL INC NEW | Increased | $2.8M | $30.7M | 0.02% |
949746101 WELLS FARGO CO NEW | Reduced | -$2.8M | $16.3M | 0.02% |
294429105 EQUIFAX INC | Reduced | -$2.7M | $13.1M | 0.02% |
410867105 HANOVER INS GROUP INC | Reduced | -$2.6M | $48.7M | 0.02% |
548661107 LOWES COS INC | Reduced | -$2.6M | $174.5M | 0.02% |
46266C105 IQVIA HLDGS INC | Reduced | -$2.6M | $8.0M | 0.02% |
369550108 GENERAL DYNAMICS CORP | Increased | $2.6M | $134.2M | 0.02% |
911363109 UNITED RENTALS INC | Reduced | -$2.5M | $22.7M | 0.02% |
L8681T102 SPOTIFY TECHNOLOGY S A | Reduced | -$2.5M | $12.6M | 0.02% |
12572Q105 CME GROUP INC | Increased | $2.2M | $14.7M | 0.02% |
7.5513E+105 RTX CORPORATION | Increased | $2.1M | $43.2M | 0.02% |
655844108 NORFOLK SOUTHN CORP | Increased | $2.1M | $81.1M | 0.02% |
9066101 AIRBNB INC | Reduced | -$2.0M | $30.6M | 0.02% |
12503M108 CBOE GLOBAL MKTS INC | Increased | $1.8M | $12.3M | 0.02% |
446413106 HUNTINGTON INGALLS INDS INC | Increased | $1.8M | $10.4M | 0.01% |
835699307 SONY GROUP CORP | Reduced | -$1.6M | $6.9M | 0.01% |
40412C101 HCA HEALTHCARE INC | Increased | $1.3M | $39.0M | 0.01% |
428291108 HEXCEL CORP NEW | Increased | $1.3M | $15.3M | 0.01% |
90353T100 UBER TECHNOLOGIES INC | Reduced | -$1.2M | $10.3M | 0.01% |
68902V107 OTIS WORLDWIDE CORP | Reduced | -$1.2M | $8.8M | 0.01% |
45866F104 INTERCONTINENTAL EXCHANGE IN | Increased | $1.2M | $4.5M | 0.01% |
20030N101 COMCAST CORP NEW | Reduced | -$1.1M | $27.6M | 0.01% |
713448108 PEPSICO INC | Increased | $1.1M | $14.9M | 0.01% |
G7496G103 RENAISSANCERE HLDGS LTD | Increased | $1.1M | $20.8M | 0.01% |
136375102 CANADIAN NATL RY CO | Increased | $1.1M | $5.5M | 0.01% |
512816109 LAMAR ADVERTISING CO NEW | Increased | $1.0M | $24.4M | 0.01% |
45778Q107 INSPERITY INC | Reduced | -$1.0M | $4.9M | 0.01% |
13646K108 CANADIAN PACIFIC KANSAS CITY | Increased | $961,955 | $4.7M | 0.01% |
278865100 ECOLAB INC | Increased | $960,050 | $73.0M | 0.01% |
277432100 EASTMAN CHEM CO | Increased | $936,125 | $5.7M | 0.01% |
14448C104 CARRIER GLOBAL CORPORATION | Increased | $815,450 | $13.2M | 0.01% |
00508Y102 ACUITY INC | Reduced | -$778,245 | $2.7M | 0.01% |
64058100 BANK NEW YORK MELLON CORP | Increased | $664,500 | $14.8M | 0.01% |
784117103 SEI INVTS CO | Reduced | -$614,860 | $13.6M | 0.01% |
718172109 PHILIP MORRIS INTL INC | Increased | $565,631 | $18.9M | 0.00% |
962166104 WEYERHAEUSER CO MTN BE | New | $427,525 | $427,525 | 0.00% |
810186106 SCOTTS MIRACLE-GRO CO | Increased | $413,280 | $10.2M | 0.00% |
115637100 BROWN FORMAN CORP | Increased | $404,639 | $22.6M | 0.00% |
143130102 CARMAX INC | Increased | $401,310 | $5.7M | 0.00% |
824348106 SHERWIN WILLIAMS CO | Reduced | -$327,718 | $30.2M | 0.00% |
25754A201 DOMINOS PIZZA INC | Reduced | -$319,165 | $2.0M | 0.00% |
26969P108 EAGLE MATLS INC | Reduced | -$254,142 | $2.8M | 0.00% |
84423102 BERKLEY W R CORP | Reduced | -$233,280 | $4.0M | 0.00% |
228368106 CROWN HLDGS INC | Increased | $225,360 | $22.1M | 0.00% |
384637104 GRAHAM HLDGS CO | Reduced | -$214,968 | $5.5M | 0.00% |
17275R102 CISCO SYS INC | Increased | $199,080 | $27.6M | 0.00% |
117043109 BRUNSWICK CORP | Increased | $183,990 | $3.7M | 0.00% |
115637209 BROWN FORMAN CORP | Increased | $180,191 | $12.5M | 0.00% |
89400J107 TRANSUNION | Sold out | -$171,500 | $0 | 0.00% |
20002101 ALLSTATE CORP | Reduced | -$125,186 | $32.0M | 0.00% |
871829107 SYSCO CORP | Reduced | -$71,980 | $2.2M | 0.00% |
552953101 MGM RESORTS INTERNATIONAL | Increased | $45,500 | $3.2M | 0.00% |
115236101 BROWN & BROWN INC | Increased | $36,240 | $912,940 | 0.00% |