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.

Latest Holdings

HoldingReported ValueWeightSharesCurrent PriceEst. ValueReturn
Berkshire Hathaway Inc.BRK-A · Q1 2026$800M6.7%1.1k$746,597.94$832M+3.96%
Alphabet Cl CGOOG · Q1 2026$789M6.6%2.7M$334.69$920M+16.7%
Berkshire Hathaway Inc.BRK-B · Q1 2026$734M6.1%1.5M$498.66$764M+4.06%
Brookfield CorporationBN · Q1 2026$529M4.4%13M$44.23$578M+9.29%
Deere & Company Common StockDE · Q1 2026$495M4.1%878k$573.66$504M+1.84%
Amazon.com IncAMZN · Q1 2026$423M3.5%2.0M$232.69$473M+11.7%
Analog Devices IncADI · Q1 2026$326M2.7%1.0M$413.16$423M+29.9%
Apple IncAAPL · Q1 2026$311M2.6%1.2M$283.78$348M+11.8%
Goldman Sachs Group, Inc. (The) Common StockGS · Q1 2026$304M2.5%359k$1,045.00$376M+23.5%
Visa IncV · Q1 2026$304M2.5%1.0M$336.23$338M+11.2%
Home Depot, Inc. (The) Common StockHD · Q1 2026$303M2.5%920k$342.86$315M+4.25%
Caterpillar, Inc. Common StockCAT · Q1 2026$233M2.0%329k$915.64$301M+29.2%
Watsco, Inc. Common StockWSO · Q1 2026$212M1.8%582k$380.95$222M+4.72%
Blackrock IncBLK · Q1 2026$212M1.8%220k$994.77$219M+3.44%
Microsoft CorpMSFT · Q1 2026$199M1.7%538k$372.97$201M+0.76%
The Walt Disney CoDIS · Q1 2026$196M1.6%2.0M$98.87$201M+2.58%
Franco-Nevada CorporationFNV · Q1 2026$175M1.5%709k$223.22$158M-9.65%
Lowe's Companies, Inc. Common StockLOW · Q1 2026$174M1.5%738k$207.97$154M-12.0%
LPL Financial Holdings IncLPLA · Q1 2026$168M1.4%560k$283.72$159M-5.69%
Alphabet IncGOOGL · Q1 2026$164M1.4%572k$337.39$193M+17.3%
The Progressive CorpPGR · Q1 2026$149M1.3%754k$215.69$163M+8.80%
Johnson & JohnsonJNJ · Q1 2026$149M1.3%611k$232.16$142M-5.02%
American Express CoAXP · Q1 2026$148M1.2%490k$340.36$167M+12.5%
Meta Platforms IncMETA · Q1 2026$142M1.2%248k$585.39$145M+2.32%
Blackstone Group IncBX · Q1 2026$141M1.2%1.2M$114.20$140M-0.69%
Texas Instruments IncTXN · Q1 2026$141M1.2%724k$290.90$211M+49.8%
RLI Corp. Common Stock (RLI)RLI · Q1 2026$137M1.1%2.4M$52.05$125M-8.75%
KKR & Co IncKKR · Q1 2026$134M1.1%1.5M$90.13$131M-2.56%
General Dynamics CorpGD · Q1 2026$134M1.1%391k$340.86$133M-0.69%
Marsh & McLennan Companies IncMRSH · Q1 2026$132M1.1%764k$159.53$122M-8.03%
Schwab (Charles) CorpSCHW · Q1 2026$130M1.1%1.4M$88.08$122M-6.28%
Apollo Global Management IncAPO · Q1 2026$113M0.9%1.0M$118.29$120M+6.17%
Archer-Daniels-Midland CoADM · Q1 2026$109M0.9%1.5M$80.22$121M+10.4%
Novo Nordisk A/SNVO · Q1 2026$105M0.9%2.9M$41.02$118M+11.6%
Mastercard Incorporated Common StockMA · Q1 2026$104M0.9%208k$499.02$104M-0.13%
Dollar General CorporationDG · Q1 2026$103M0.9%869k$106.82$93M-10.0%
Diageo PLCDEO · Q1 2026$102M0.9%1.4M$83.51$115M+12.2%
Linde PLCLIN · Q1 2026$101M0.8%205k$501.92$103M+1.24%
Brookfield Asset Management Ltd.BAM.TO · Q1 2026$98M0.8%2.2M------
Moody's Corporation Common StockMCO · Q1 2026$93M0.8%214k$450.01$96M+3.15%
Illinois Tool Works IncITW · Q1 2026$85M0.7%328k$252.39$83M-3.04%
Old Dominion Freight Line IncODFL · Q1 2026$84M0.7%429k$219.45$94M+12.3%
Norfolk Southern CorpNSC · Q1 2026$81M0.7%283k$325.68$92M+13.5%
HEICO CorporationHEI-A · Q1 2026$80M0.7%380k$254.74$97M+20.7%
ROLLINS IncROL · Q1 2026$80M0.7%1.5M$43.27$65M-19.0%
NVR IncNVR · Q1 2026$80M0.7%12k$6,828.62$83M+3.62%
MSCI IncMSCI · Q1 2026$77M0.6%143k$602.94$86M+11.9%
JPMorgan Chase & Co.JPM · Q1 2026$74M0.6%253k$333.45$84M+13.4%
Ecolab IncECL · Q1 2026$73M0.6%274k$257.41$71M-3.24%
The Carlyle group Inc. (Cg)CG · Q1 2026$64M0.5%1.3M$45.66$61M-5.64%
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