Tom Gayner

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), Alphabet Cl C (GOOG), Brookfield Corporation (BN), Sunbelt Rentals Holdings Inc (SUNB), and Microsoft Corp (MSFT). Investors use Markel 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

History Trades

CompanyValueActionChangePriceLast Price
Investors Title CompanyITIC$-3.9MTrimQ4 2025 13F$3.9M--$241.45
CME Group IncCME$3.8MAddQ4 2025 13F$3.8M$274.79$252.03
Tom Gayner (Markel) add Unmapped 13F securityPORTFOLIO$41M224k sharesAddQ4 2025 13F$3.6M$183.40--
KKR & Co IncKKR$-3.6MTrimQ4 2025 13F$3.6M$117.50$90.13
Crown Holdings, Inc.CCK$3.5MAddQ4 2025 13F$3.5M--$105.42
Cboe Global Markets, Inc.CBOE$3.5MAddQ4 2025 13F$3.5M$254.08$347.69
Accenture PLCACN$3.5MAddQ4 2025 13F$3.5M$254.06$165.36
Applied Materials, Inc. - Common StockAMAT$3.4MAddQ4 2025 13F$3.4M$239.74$592.92
Archer-Daniels-Midland CoADM$-3.4MTrimQ4 2025 13F$3.4M--$80.22
Ferguson PLCFERG$3.4MAddQ4 2025 13F$3.4M$237.83$229.80
Ecolab IncECL$-3.1MTrimQ4 2025 13F$3.1M--$257.41
Cisco Systems IncCSCO$3.1MAddQ4 2025 13F$3.1M$70.89$121.83
Spotify Technology S.A. Ordinary SharesSPOT$-3.0MTrimQ4 2025 13F$3.0M$611.51$503.13
RLI Corp. Common Stock (RLI)RLI$-3.0MTrimQ4 2025 13F$3.0M--$52.05
Equifax IncEFX$-2.9MTrimQ4 2025 13F$2.9M--$167.89
Huntington Ingalls Industries IncHII$2.8MAddQ4 2025 13F$2.8M$310.35$292.26
Union Pacific CorpUNP$2.7MAddQ4 2025 13F$2.7M$227.66$268.67
Capital One Financial Corporation Common StockCOF$2.7MAddQ4 2025 13F$2.7M$231.43$205.17
Nike IncNKE$-2.7MTrimQ4 2025 13F$2.7M--$40.75
ROLLINS IncROL$2.7MAddQ4 2025 13F$2.7M--$43.27
Lamar Advertising Company - Class ALAMR$2.6MAddQ4 2025 13F$2.6M$125.17$156.64
Costco Wholesale Corporation - Common StockCOST$-2.5MTrimQ4 2025 13F$2.5M$920.52$951.67
Intercontinental Exchange Inc. Common StockICE$2.4MAddQ4 2025 13F$2.4M$154.52$139.05
Brookfield CorporationBN$2.2MAddQ4 2025 13F$2.2M--$44.23
Paychex IncPAYX$-2.2MTrimQ4 2025 13F$2.2M$118.61$98.92
Hexcel Corporation (HXL)HXL$2.1MAddQ4 2025 13F$2.1M$70.70$88.20
The Sherwin-Williams Co (2)SHW$-2.1MTrimQ4 2025 13F$2.1M$332.81$299.55
The Hershey CoHSY$2.1MAddQ4 2025 13F$2.1M$186.00$175.90
Canadian National Railway Co (2)CNI$2.0MAddQ4 2025 13F$2.0M--$120.81
FactSet Research Systems IncFDS$1.9MAddQ4 2025 13F$1.9M$281.32$246.38
Wells Fargo & CoWFC$1.9MAddQ4 2025 13F$1.9M$88.54$83.82
Norfolk Southern CorpNSC$1.9MAddQ4 2025 13F$1.9M$287.68$325.68
RENAISSANCERE HOLDINGS LTDRNR$1.9MAddQ4 2025 13F$1.9M--$289.68
JPMorgan Chase & Co.JPM$1.7MAddQ4 2025 13F$1.7M$309.61$334.47
General Dynamics CorpGD$-1.7MTrimQ4 2025 13F$1.7M$344.06$340.86
IQVIA Holdings, Inc. Common StockIQV$1.7MAddQ4 2025 13F$1.7M$215.72$165.62
Carrier Global CorpCARR$-1.6MTrimQ4 2025 13F$1.6M$55.60$67.35
The Walt Disney CoDIS$-1.5MTrimQ4 2025 13F$1.5M$110.13$98.87
Comcast CorpCMCSA$-1.5MTrimQ4 2025 13F$1.5M$26.93$23.76
Brunswick Corporation Common StockBC$1.4MAddQ4 2025 13F$1.4M--$83.56
Tom Gayner (Markel) add Unmapped 13F securityPORTFOLIO$3.7M50.5k sharesAddQ4 2025 13F$1.4M$73.63--
Comfort Systems USA, Inc.FIX$1.4MAddQ4 2025 13F$1.4M$1,004.65$1,852.03
Choice Hotels International, Inc.CHH$-1.3MTrimQ4 2025 13F$1.3M--$115.00
Shopify Inc Class A subordinate voting sharesSHOP$1.3MAddQ4 2025 13F$1.3M$163.11$110.78
Tom Gayner (Markel) add Unmapped 13F securityPORTFOLIO$13M133k sharesAddQ4 2025 13F$1.1M$97.75--
Sony Group CorporationSONY$-1.1MTrimQ4 2025 13F$1.1M$25.82$20.33
Aon PLCAON$1.0MAddQ4 2025 13F$1.0M$341.14$357.46
The Allstate CorporationALL$-1.0MTrimQ4 2025 13F$1.0M--$215.02
MSCI IncMSCI$902.8KAddQ4 2025 13F$903k--$602.94
Brown & Brown IncBRO$876.7KOtherQ4 2025 13F$877k$82.51$58.00
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