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
Crown Holdings, Inc.CCK$2.6MAddQ2 2025 13F$2.6M--$105.42
IQVIA Holdings, Inc. Common StockIQV$-2.5MTrimQ2 2025 13F$2.5M--$165.62
Thermo Fisher Scientific IncTMO$-2.3MTrimQ2 2025 13F$2.3M$419.37$492.20
Carrier Global CorpCARR$2.3MAddQ2 2025 13F$2.3M$67.78$67.35
VERISK ANALYTICS IncVRSK$2.2MAddQ2 2025 13F$2.2M--$171.50
CSX CorpCSX$2.1MOtherQ2 2025 13F$2.1M$28.38$47.11
SEI Investments CompanySEIC$2.1MAddQ2 2025 13F$2.1M--$89.68
Union Pacific CorpUNP$2.1MAddQ2 2025 13F$2.1M--$268.67
Accenture PLCACN$-2.1MTrimQ2 2025 13F$2.1M$304.68$165.36
Shopify Inc Class A subordinate voting sharesSHOP$2.0MAddQ2 2025 13F$2.0M--$110.78
YUM BRANDS IncYUM$-1.9MTrimQ2 2025 13F$1.9M$146.18$152.02
The Scotts Miracle-Gro CompanySMG$1.9MAddQ2 2025 13F$1.9M--$61.13
NVR IncNVR$1.8MAddQ2 2025 13F$1.8M$7,168.22$6,643.73
Costco Wholesale Corporation - Common StockCOST$1.7MAddQ2 2025 13F$1.7M--$951.67
PepsiCo IncPEP$-1.7MTrimQ2 2025 13F$1.7M$134.95$140.68
Wells Fargo & CoWFC$1.7MAddQ2 2025 13F$1.7M$74.76$83.82
MSCI IncMSCI$1.6MAddQ2 2025 13F$1.6M--$602.94
CarMax IncKMX$-1.5MTrimQ2 2025 13F$1.5M--$47.50
Tom Gayner (Markel) add Unmapped 13F securityPORTFOLIO$30M314k sharesAddQ2 2025 13F$1.5M$96.50--
Lockheed Martin CorpLMT$1.4MAddQ2 2025 13F$1.4M--$520.07
Paychex IncPAYX$-1.3MTrimQ2 2025 13F$1.3M--$98.92
Huntington Ingalls Industries IncHII$1.3MAddQ2 2025 13F$1.3M$223.07$292.26
Comcast CorpCMCSA$-1.2MTrimQ2 2025 13F$1.2M--$23.76
Equifax IncEFX$1.2MAddQ2 2025 13F$1.2M--$167.89
Sysco CorporationSYY$1.1MAddQ2 2025 13F$1.1M--$76.48
Eagle Materials Inc.EXP$1.0MAddQ2 2025 13F$1.0M--$206.79
Eastman Chemical CoEMN$-1.0MTrimQ2 2025 13F$1.0M--$75.91
The Hanover Insurance Group, Inc.THG$-972.5KTrimQ2 2025 13F$973k--$191.75
The Allstate CorporationALL$-890.2KTrimQ2 2025 13F$890k--$215.02
The Bank of New York Mellon CorpBK$879.7KAddQ2 2025 13F$880k--$140.01
FactSet Research Systems IncFDS$-859.1KTrimQ2 2025 13F$859k--$246.38
Tom Gayner (Markel) trim Unmapped 13F securityPORTFOLIO$18M65k sharesTrimQ2 2025 13F$836k$282.06--
Tom Gayner (Markel) trim Unmapped 13F securityPORTFOLIO$13M133k sharesTrimQ2 2025 13F$759k$98.65--
Choice Hotels International, Inc.CHH$-681.5KTrimQ2 2025 13F$681k--$115.00
The Sherwin-Williams Co (2)SHW$-549.0KTrimQ2 2025 13F$549k--$299.55
TransUnionTRU$506.3KAddQ2 2025 13F$506k--$70.84
Otis Worldwide CorpOTIS$-479.1KTrimQ2 2025 13F$479k--$69.63
MGM Resorts International Common StockMGM$474.9KAddQ2 2025 13F$475k--$41.95
Intuit Inc. - Common StockINTU$472.3KAddQ2 2025 13F$472k$675.75$262.24
ACUITY INC. (DE)AYI$341.2KAddQ2 2025 13F$341k--$296.22
Hexcel Corporation (HXL)HXL$327.0KAddQ2 2025 13F$327k$52.89$88.20
The Hershey CoHSY$-276.9KTrimQ2 2025 13F$277k--$175.90
Willis Towers Watson Public Limited Company - Ordinary SharesWTW$-271.3KTrimQ2 2025 13F$271k--$258.12
Illinois Tool Works IncITW$-248.9KTrimQ2 2025 13F$249k--$252.39
The Estee Lauder Cos IncEL$222.0KAddQ2 2025 13F$222k$59.59$84.64
Sony Group CorporationSONY$214.4KAddQ2 2025 13F$214k--$20.33
Ball Corporation (BLL)BLL$205.0KAddQ2 2025 13F$205k--$69.49
RENAISSANCERE HOLDINGS LTDRNR$203.0KAddQ2 2025 13F$203k--$289.68
Berkley (W.R.) CorpWRB$140.3KAddQ2 2025 13F$140k--$65.29
Home Depot, Inc. (The) Common StockHD$138.0KAddQ2 2025 13F$138k$378.91$357.90
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