Tom Gayner (Markel)
Markel
Tom Gayner (Markel) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Tom Gayner (Markel) portfolio page tracks Markel holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Markel owns and how disclosed positions change over time. Tom Gayner (Markel)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Deere & Company Common Stock (DE), Microsoft Corp (MSFT), Amazon.com, Inc. - Common Stock (AMZN), Caterpillar, Inc. Common Stock (CAT), and American Express Company Common Stock (AXP). Investors use Markel 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.
Latest Portfolio Moves
| Company | Portfolio Value | Portfolio Change | Position Change | Avg Buy Price | Current Price |
|---|---|---|---|---|---|
| $495M877.9k shares | AddQ1 2026 13F | $86M | $597.54 | $573.66 | |
| $199M537.6k shares | TrimQ1 2026 13F | $60M | $418.44 | $411.74 | |
| $423M2M shares | TrimQ1 2026 13F | $46M | $220.17 | $245.22 | |
| $233M328.7k shares | AddQ1 2026 13F | $45M | $723.66 | $915.64 | |
| $148M490.5k shares | TrimQ1 2026 13F | $32M | $335.29 | $312.30 |