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
Celanese CorpCE$-117.1KTrimQ2 2025 13F$117k--$52.93
Gartner IncIT$-88.5KTrimQ2 2025 13F$88k--$159.97
Anheuser-Busch InBev SA/NVBUD$78.8KAddQ2 2025 13F$79k--$78.66
Graham Holdings CoGHC$-76.4KTrimQ2 2025 13F$76k--$1,114.09
Intercontinental Exchange Inc. Common StockICE$56.2KAddQ2 2025 13F$56k--$139.05
Domino's Pizza IncDPZ$-48.7KTrimQ2 2025 13F$49k--$311.66
Brunswick Corporation Common StockBC$41.0KAddQ2 2025 13F$41k--$83.56
CoStar Group, Inc.CSGP$21.8KAddQ2 2025 13F$22k--$29.81
Berkshire Hathaway Inc.BRK-A$130.9MAddQ1 2025 13F$131M$729,330.71$760,590.00
Berkshire Hathaway Inc.BRK-B$121.5MAddQ1 2025 13F$121M$486.15$507.78
Alphabet Cl CGOOG$-94.1MTrimQ1 2025 13F$94M$183.12$356.18
Amazon.com IncAMZN$-59.2MTrimQ1 2025 13F$59M$228.93$242.67
KKR & Co IncKKR$-46.9MTrimQ1 2025 13F$47M--$90.13
Brookfield CorporationBN$-43.9MTrimQ1 2025 13F$44M--$44.23
Deere & Company Common StockDE$41.2MAddQ1 2025 13F$41M$476.56$573.66
Blackstone Group IncBX$-40.1MTrimQ1 2025 13F$40M--$114.20
Novo Nordisk A/SNVO$-35.6MTrimQ1 2025 13F$36M--$41.02
Apple IncAAPL$-34.7MTrimQ1 2025 13F$35M$231.67$308.63
Visa IncV$34.4MAddQ1 2025 13F$34M--$362.13
The Progressive CorpPGR$32.7MAddQ1 2025 13F$33M$261.55$215.69
Diageo PLCDEO$-30.5MTrimQ1 2025 13F$31M$113.02$83.51
Apollo Global Management IncAPO$-28.6MTrimQ1 2025 13F$29M$153.77$118.29
Franco-Nevada CorporationFNV$25.9MAddQ1 2025 13F$26M--$223.22
The Walt Disney CoDIS$-25.7MTrimQ1 2025 13F$26M$107.47$98.87
Marsh & McLennan Companies IncMRSH$25.2MAddQ1 2025 13F$25M--$159.53
Microsoft CorpMSFT$-22.7MTrimQ1 2025 13F$23M$407.71$390.49
Home Depot, Inc. (The) Common StockHD$-20.7MTrimQ1 2025 13F$21M--$357.90
Watsco, Inc. Common StockWSO$20.3MAddQ1 2025 13F$20M--$380.95
Alphabet IncGOOGL$-18.9MTrimQ1 2025 13F$19M$181.36$359.91
Blackrock IncBLK$-17.3MTrimQ1 2025 13F$17M$981.79$994.77
Cable One, Inc.CABO$-15.3MTrimQ1 2025 13F$15M--$54.74
Linde PLCLIN$13.9MAddQ1 2025 13F$14M--$501.92
American Express CoAXP$-13.4MTrimQ1 2025 13F$13M$295.58$351.96
Dollar General CorporationDG$13.1MAddQ1 2025 13F$13M--$106.82
Johnson & JohnsonJNJ$13.0MAddQ1 2025 13F$13M$162.99$263.04
Analog Devices IncADI$-12.6MTrimQ1 2025 13F$13M--$413.16
Brookfield Asset Management Ltd.BAM.TO$-12.6MTrimQ1 2025 13F$13M----
ROLLINS IncROL$11.2MAddQ1 2025 13F$11M--$43.27
NVR IncNVR$-10.5MTrimQ1 2025 13F$11M$7,605.45$6,643.73
Caterpillar, Inc. Common StockCAT$-9.6MTrimQ1 2025 13F$9.6M--$915.64
Goldman Sachs Group, Inc. (The) Common StockGS$-9.5MTrimQ1 2025 13F$9.5M$609.88$1,045.00
HEICO CorporationHEI-A$9.4MAddQ1 2025 13F$9.4M$193.77$261.65
The Carlyle group Inc. (Cg)CG$-9.2MTrimQ1 2025 13F$9.2M--$45.66
Lowe's Companies, Inc. Common StockLOW$-7.9MTrimQ1 2025 13F$7.9M$261.06$207.97
YUM BRANDS IncYUM$7.9MAddQ1 2025 13F$7.9M$144.05$152.02
The Hanover Insurance Group, Inc.THG$7.4MAddQ1 2025 13F$7.4M--$191.75
Tom Gayner (Markel) add Unmapped 13F securityPORTFOLIO$22M183.8k sharesAddQ1 2025 13F$6.8M$119.46--
Tom Gayner (Markel) trim Unmapped 13F securityPORTFOLIO$29M314k sharesTrimQ1 2025 13F$6.7M$91.87--
Aon PLCAON$6.3MAddQ1 2025 13F$6.3M--$357.46
Accenture PLCACN$-6.3MTrimQ1 2025 13F$6.3M$353.17$165.36
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