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
Alphabet Cl CGOOG$193.2MAddQ4 2025 13F$193M$286.47$356.18
Home Depot, Inc. (The) Common StockHD$-56.2MTrimQ4 2025 13F$56M$363.99$357.90
FedEx CorporationFDX$-50.2MExitQ4 2025 13F$50M--$316.83
Meta Platforms IncMETA$-41.9MTrimQ4 2025 13F$42M$667.77$582.90
Alphabet IncGOOGL$40.0MAddQ4 2025 13F$40M$285.73$359.91
Watsco, Inc. Common StockWSO$-33.9MTrimQ4 2025 13F$34M--$380.95
Caterpillar, Inc. Common StockCAT$31.5MAddQ4 2025 13F$31M$540.03$915.64
Goldman Sachs Group, Inc. (The) Common StockGS$29.7MAddQ4 2025 13F$30M$836.83$1,045.00
Dollar General CorporationDG$25.6MAddQ4 2025 13F$26M$132.68$106.82
Amazon.com IncAMZN$22.8MAddQ4 2025 13F$23M$228.79$242.67
Apple IncAAPL$21.1MAddQ4 2025 13F$21M$268.45$308.63
Blackrock IncBLK$-21.0MTrimQ4 2025 13F$21M$1,073.57$994.77
Blackstone Group IncBX$-20.5MTrimQ4 2025 13F$21M$149.12$114.20
American Express CoAXP$19.9MAddQ4 2025 13F$20M$357.85$351.96
Microsoft CorpMSFT$-16.5MTrimQ4 2025 13F$17M$501.12$390.49
LPL Financial Holdings IncLPLA$15.9MAddQ4 2025 13F$16M--$283.72
Old Dominion Freight Line IncODFL$15.6MAddQ4 2025 13F$16M$142.82$219.45
Novo Nordisk A/SNVO$14.6MAddQ4 2025 13F$15M$56.72$41.02
The Progressive CorpPGR$-14.5MTrimQ4 2025 13F$14M$225.83$215.69
Johnson & JohnsonJNJ$13.2MAddQ4 2025 13F$13M$196.05$263.04
Diageo PLCDEO$-12.1MTrimQ4 2025 13F$12M$92.11$83.51
Apollo Global Management IncAPO$11.6MAddQ4 2025 13F$12M$132.82$118.29
Marsh & McLennan Companies IncMRSH$-10.8MTrimQ4 2025 13F$11M--$159.53
Brookfield Asset Management Ltd.BAM.TO$-10.0MTrimQ4 2025 13F$10.0M----
Analog Devices IncADI$-9.4MTrimQ4 2025 13F$9.4M$249.48$413.16
Thermo Fisher Scientific IncTMO$9.3MAddQ4 2025 13F$9.3M$565.50$492.20
Visa IncV$9.3MAddQ4 2025 13F$9.3M$337.67$362.13
Marriott International - Class A Common StockMAR$8.8MAddQ4 2025 13F$8.8M--$391.42
TransUnionTRU$-8.3MTrimQ4 2025 13F$8.3M--$70.84
NVR IncNVR$-8.0MTrimQ4 2025 13F$8.0M$7,476.40$6,643.73
Texas Instruments IncTXN$-7.4MTrimQ4 2025 13F$7.4M$171.26$290.90
Moody's Corporation Common StockMCO$7.4MAddQ4 2025 13F$7.4M$487.90$490.51
Deere & Company Common StockDE$7.3MAddQ4 2025 13F$7.3M$464.71$573.66
Schwab (Charles) CorpSCHW$7.2MAddQ4 2025 13F$7.2M$94.87$88.08
Franco-Nevada CorporationFNV$6.7MAddQ4 2025 13F$6.7M--$223.22
Linde PLCLIN$-6.3MTrimQ4 2025 13F$6.3M$429.91$501.92
Rockwell Automation IncROK$6.1MAddQ4 2025 13F$6.1M$349.40$451.66
CSX CorpCSX$5.8MAddQ4 2025 13F$5.8M$35.40$47.11
Tom Gayner (Markel) add Unmapped 13F securityPORTFOLIO$52M884.5k sharesAddQ4 2025 13F$5.8M$58.62--
HCA Healthcare IncHCA$5.6MAddQ4 2025 13F$5.6M$467.86$361.32
Lowe's Companies, Inc. Common StockLOW$-5.5MTrimQ4 2025 13F$5.5M$239.67$207.97
S&P Global IncSPGI$5.4MAddQ4 2025 13F$5.4M--$417.09
Tom Gayner (Markel) add Unmapped 13F securityPORTFOLIO$33M240.3k sharesAddQ4 2025 13F$5.0M$135.72--
Adobe Inc.ADBE$-4.9MExitQ4 2025 13F$4.9M$332.44$219.72
The Carlyle group Inc. (Cg)CG$-4.8MTrimQ4 2025 13F$4.8M--$45.66
Illinois Tool Works IncITW$-4.7MTrimQ4 2025 13F$4.7M$245.06$252.39
United Rentals IncURI$-4.5MTrimQ4 2025 13F$4.5M$866.01$1,084.05
VERISK ANALYTICS IncVRSK$-4.3MTrimQ4 2025 13F$4.3M$218.80$171.50
Hagerty, Inc.HGTY$4.3MAddQ4 2025 13F$4.3M--$10.15
Exxon Mobil CorpXOM$4.2MAddQ4 2025 13F$4.2M--$137.02
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