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.

Biggest Wins

PositionReported PriceCurrent PriceEst. P/LReturnEst. Value
Applied Materials, Inc. - Common StockAMAT · Q1 2026$341.79$592.92+$9.1M+73.5%$22M
Unitedhealth Group IncUNH · Q1 2026$270.59$427.89+$2.9M+58.1%$8.0M
Cisco Systems IncCSCO · Q1 2026$77.59$121.83+$16M+57.0%$43M
Texas Instruments IncTXN · Q1 2026$194.14$290.90+$70M+49.8%$211M
United Rentals IncURI · Q1 2026$728.56$1,084.05+$11M+48.8%$34M
Comfort Systems USA, Inc.FIX · Q1 2026$1,378.99$1,852.03+$6.1M+34.3%$24M
Analog Devices IncADI · Q1 2026$318.14$413.16+$97M+29.9%$423M
Caterpillar, Inc. Common StockCAT · Q1 2026$708.46$915.64+$68M+29.2%$301M
Rockwell Automation IncROK · Q1 2026$358.88$451.66+$14M+25.9%$70M
Cboe Global Markets, Inc.CBOE · Q1 2026$281.07$347.69+$2.9M+23.7%$15M
Goldman Sachs Group, Inc. (The) Common StockGS · Q1 2026$845.99$1,045.00+$72M+23.5%$376M
Lamar Advertising Company - Class ALAMR · Q1 2026$126.66$156.10+$5.7M+23.2%$30M
Sunbelt Rentals Holdings IncSUNB · Q1 2026$65.09$79.04+$13M+21.4%$76M
HEICO CorporationHEI-A · Q1 2026$211.09$254.74+$17M+20.7%$97M
Marriott International - Class A Common StockMAR · Q1 2026$327.07$391.42+$6.0M+19.7%$37M
Carrier Global CorpCARR · Q1 2026$56.31$67.35+$2.6M+19.6%$16M
The Bank of New York Mellon CorpBK · Q1 2026$118.63$140.01+$2.7M+18.0%$17M
Canadian National Railway Co (2)CNI · Q1 2026$102.77$120.81+$965k+17.6%$6.5M
Alphabet IncGOOGL · Q1 2026$287.56$337.39+$29M+17.3%$193M
Alphabet Cl CGOOG · Q1 2026$286.86$334.69+$132M+16.7%$920M
Brunswick Corporation Common StockBC · Q1 2026$72.76$83.56+$554k+14.8%$4.3M
CSX CorpCSX · Q1 2026$41.05$47.11+$3.2M+14.8%$25M
SEI Investments CompanySEIC · Q1 2026$78.47$89.68+$1.9M+14.3%$16M
CarMax IncKMX · Q1 2026$41.58$47.50+$808k+14.2%$6.5M
FactSet Research Systems IncFDS · Q1 2026$216.99$246.38+$4.0M+13.5%$33M
Norfolk Southern CorpNSC · Q1 2026$287.00$325.68+$11M+13.5%$92M
JPMorgan Chase & Co.JPM · Q1 2026$294.16$333.45+$9.9M+13.4%$84M
MGM Resorts International Common StockMGM · Q1 2026$37.01$41.95+$432k+13.3%$3.7M
American Express CoAXP · Q1 2026$302.48$340.36+$19M+12.5%$167M
Old Dominion Freight Line IncODFL · Q1 2026$195.40$219.45+$10M+12.3%$94M
Diageo PLCDEO · Q1 2026$74.45$83.51+$12M+12.2%$115M
MSCI IncMSCI · Q1 2026$539.01$602.94+$9.1M+11.9%$86M
Capital One Financial Corporation Common StockCOF · Q1 2026$182.43$204.00+$2.0M+11.8%$19M
Apple IncAAPL · Q1 2026$253.79$283.78+$37M+11.8%$348M
Amazon.com IncAMZN · Q1 2026$208.27$232.69+$50M+11.7%$473M
Novo Nordisk A/SNVO · Q1 2026$36.75$41.02+$12M+11.6%$118M
Visa IncV · Q1 2026$302.24$336.23+$34M+11.2%$338M
Investors Title CompanyITIC · Q1 2026$217.34$241.45+$5.1M+11.1%$52M
Union Pacific CorpUNP · Q1 2026$242.62$268.67+$3.9M+10.7%$40M
The Hanover Insurance Group, Inc.THG · Q1 2026$173.35$191.75+$5.2M+10.6%$54M
Archer-Daniels-Midland CoADM · Q1 2026$72.69$80.22+$11M+10.4%$121M
Brookfield CorporationBN · Q1 2026$40.47$44.23+$49M+9.29%$578M
Eagle Materials Inc.EXP · Q1 2026$189.45$206.79+$256k+9.15%$3.1M
Hexcel Corporation (HXL)HXL · Q1 2026$80.93$88.20+$1.4M+8.98%$17M
The Progressive CorpPGR · Q1 2026$198.24$215.69+$13M+8.80%$163M
Paychex IncPAYX · Q1 2026$92.12$98.92+$1.0M+7.38%$15M
Sysco CorporationSYY · Q1 2026$71.33$76.48+$157k+7.22%$2.3M
Philip Morris International IncPM · Q1 2026$165.34$176.06+$1.2M+6.48%$20M
Airbnb, Inc.ABNB · Q1 2026$126.28$134.43+$2.0M+6.45%$33M
Apollo Global Management IncAPO · Q1 2026$111.42$118.29+$7.0M+6.17%$120M