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 Trades

CompanyValueActionChangePriceCurrent Price
Deere & Company Common StockDE$495M877.9k sharesAddQ1 2026 13F$86M$597.54$573.66
Alphabet Cl CGOOG$789M2.7M sharesTrimQ1 2026 13F$74M$314.16$334.69
Brookfield CorporationBN$529M13.1M sharesTrimQ1 2026 13F$71M$42.61$44.23
Sunbelt Rentals Holdings IncSUNB$63M963.4k sharesOtherQ1 2026 13F$63M$65.09$79.04
Microsoft CorpMSFT$199M537.6k sharesTrimQ1 2026 13F$60M$418.44$372.97
KKR & Co IncKKR$134M1.5M sharesTrimQ1 2026 13F$51M$93.76$90.13
Blackstone Group IncBX$141M1.2M sharesTrimQ1 2026 13F$48M$116.08$114.20
Analog Devices IncADI$326M1M sharesAddQ1 2026 13F$48M$328.35$413.16
Visa IncV$304M1M sharesTrimQ1 2026 13F$47M$313.35$336.23
Amazon.com IncAMZN$423M2M sharesTrimQ1 2026 13F$46M$220.17$232.69
Caterpillar, Inc. Common StockCAT$233M328.7k sharesAddQ1 2026 13F$45M$723.66$915.64
Berkshire Hathaway Inc.BRK-A$800M1.1k sharesTrimQ1 2026 13F$41M$736,358.82$746,597.94
Novo Nordisk A/SNVO$105M2.9M sharesTrimQ1 2026 13F$41M$40.50$41.02
Berkshire Hathaway Inc.BRK-B$734M1.5M sharesTrimQ1 2026 13F$36M$490.90$498.66
The Walt Disney CoDIS$196M2M sharesTrimQ1 2026 13F$35M$105.69$98.87
Apollo Global Management IncAPO$113M1M sharesTrimQ1 2026 13F$34M$123.95$118.29
Franco-Nevada CorporationFNV$175M708.5k sharesAddQ1 2026 13F$33M$247.05$223.22
American Express CoAXP$148M490.5k sharesTrimQ1 2026 13F$32M$335.29$340.36
LPL Financial Holdings IncLPLA$168M560k sharesTrimQ1 2026 13F$32M$311.51$283.72
S&P Global IncSPGI$50M117.7k sharesTrimQ1 2026 13F$29M$427.37$417.09
Blackrock IncBLK$212M220.2k sharesTrimQ1 2026 13F$24M$1,015.02$994.77
Johnson & JohnsonJNJ$149M610.8k sharesAddQ1 2026 13F$23M$241.49$232.16
Archer-Daniels-Midland CoADM$109M1.5M sharesAddQ1 2026 13F$23M$69.36$80.22
The Progressive CorpPGR$149M753.8k sharesTrimQ1 2026 13F$22M$206.39$215.69
Apple IncAAPL$311M1.2M sharesTrimQ1 2026 13F$22M$260.25$283.78
Meta Platforms IncMETA$142M248.3k sharesTrimQ1 2026 13F$22M$640.86$585.39
Old Dominion Freight Line IncODFL$84M429.2k sharesAddQ1 2026 13F$18M$195.40$219.45
Brookfield Asset Management Ltd.BAM.TO$98M2.2M sharesTrimQ1 2026 13F$17M$44.45--
Watsco, Inc. Common StockWSO$212M582.2k sharesAddQ1 2026 13F$17M$363.79$380.95
RLI Corp. Common Stock (RLI)RLI$137M2.4M sharesTrimQ1 2026 13F$17M$57.04$52.05
Diageo PLCDEO$102M1.4M sharesTrimQ1 2026 13F$16M$87.24$83.51
Linde PLCLIN$101M204.6k sharesAddQ1 2026 13F$16M$487.99$501.92
Moody's Corporation Common StockMCO$93M213.9k sharesTrimQ1 2026 13F$16M$473.05$450.01
HEICO CorporationHEI-A$80M379.6k sharesTrimQ1 2026 13F$16M$246.19$254.74
Texas Instruments IncTXN$141M724k sharesAddQ1 2026 13F$15M$202.46$290.90
Mastercard Incorporated Common StockMA$104M207.5k sharesTrimQ1 2026 13F$15M$511.38$499.02
Alphabet IncGOOGL$164M572k sharesTrimQ1 2026 13F$15M$314.21$337.39
The Carlyle group Inc. (Cg)CG$64M1.3M sharesTrimQ1 2026 13F$14M$48.39$45.66
Home Depot, Inc. (The) Common StockHD$303M920k sharesTrimQ1 2026 13F$14M$359.46$342.86
Tom Gayner (Markel) exit Unmapped 13F securityPORTFOLIO$-13.0MExitQ1 2026 13F$13M----
Dollar General CorporationDG$103M869.3k sharesTrimQ1 2026 13F$12M$140.26$106.82
Goldman Sachs Group, Inc. (The) Common StockGS$304M359.4k sharesTrimQ1 2026 13F$12M$863.11$1,045.00
Accenture PLCACN$32M159.4k sharesTrimQ1 2026 13F$11M$233.00$165.36
Choice Hotels International, Inc.CHH$-11.0MExitQ1 2026 13F$11M$103.42$115.00
MercadoLibre IncMELI$9.4M5.5k sharesOtherQ1 2026 13F$9.4M$1,819.11$1,611.99
ROLLINS IncROL$80M1.5M sharesTrimQ1 2026 13F$9.4M$57.64$43.27
Hagerty, Inc.HGTY$33M3.1M sharesTrimQ1 2026 13F$9.0M$10.53$10.15
Marsh & McLennan Companies IncMRSH$132M763.5k sharesTrimQ1 2026 13F$8.9M$179.18$159.53
Lockheed Martin CorpLMT$39M65.2k sharesAddQ1 2026 13F$8.2M$643.55$520.07
NVR IncNVR$80M12.1k sharesTrimQ1 2026 13F$7.9M$7,288.33$6,828.62
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