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
The Bank of New York Mellon CorpBK$866.3KAddQ4 2025 13F$866k$115.95$140.01
CarMax IncKMX$-850.4KTrimQ4 2025 13F$850k--$47.50
Berkshire Hathaway Inc.BRK-A$668.4KAddQ4 2025 13F$668k$746,423.54$760,590.00
Uber Technologies IncUBER$-659.9KTrimQ4 2025 13F$660k$85.20$73.85
HEICO CorporationHEI-A$-630.2KTrimQ4 2025 13F$630k$247.08$261.65
Tom Gayner (Markel) trim Unmapped 13F securityPORTFOLIO$5.9M152.9k sharesTrimQ4 2025 13F$562k$38.72--
Brown-Forman CorporationBF-A$-505.8KTrimQ4 2025 13F$506k--$26.72
SEI Investments CompanySEIC$-490.2KTrimQ4 2025 13F$490k--$89.68
Brown-Forman CorporationBF-B$-483.7KTrimQ4 2025 13F$484k--$25.94
Otis Worldwide CorpOTIS$-467.6KTrimQ4 2025 13F$468k--$69.63
Mastercard Incorporated Common StockMA$429.6KAddQ4 2025 13F$430k$575.13$539.39
Graham Holdings CoGHC$-409.3KTrimQ4 2025 13F$409k--$1,114.09
Unitedhealth Group IncUNH$-402.5KTrimQ4 2025 13F$403k$338.89$425.36
Berkley (W.R.) CorpWRB$-394.9KTrimQ4 2025 13F$395k--$65.29
Eagle Materials Inc.EXP$-388.8KTrimQ4 2025 13F$389k--$206.79
The Hanover Insurance Group, Inc.THG$320.3KAddQ4 2025 13F$320k--$191.75
PepsiCo IncPEP$296.3KAddQ4 2025 13F$296k$146.93$140.68
Sysco CorporationSYY$-263.8KTrimQ4 2025 13F$264k--$76.48
Starbucks CorpSBUX$-243.3KTrimQ4 2025 13F$243k$84.74$94.82
The Scotts Miracle-Gro CompanySMG$235.2KAddQ4 2025 13F$235k--$61.13
Philip Morris International IncPM$-206.1KTrimQ4 2025 13F$206k$154.21$176.06
YUM BRANDS IncYUM$-163.0KTrimQ4 2025 13F$163k$148.13$152.02
MGM Resorts International Common StockMGM$160.1KAddQ4 2025 13F$160k--$41.95
ACUITY INC. (DE)AYI$152.6KAddQ4 2025 13F$153k--$296.22
Berkshire Hathaway Inc.BRK-B$-137.9KTrimQ4 2025 13F$138k$497.53$507.78
Lockheed Martin CorpLMT$120.7KAddQ4 2025 13F$121k$474.72$520.07
Domino's Pizza IncDPZ$-81.9KTrimQ4 2025 13F$82k--$311.66
Tom Gayner (Markel) trim Unmapped 13F securityPORTFOLIO$32M314k sharesTrimQ4 2025 13F$82k$102.38--
Tom Gayner (Markel) trim Unmapped 13F securityPORTFOLIO$18M71.5k sharesTrimQ4 2025 13F$65k$247.02--
Eastman Chemical CoEMN$58.5KAddQ4 2025 13F$58k--$75.91
Alphabet Cl CGOOG$181.9MAddQ3 2025 13F$182M$210.20$356.18
Apple IncAAPL$60.7MAddQ3 2025 13F$61M$225.91$308.63
Brookfield CorporationBN$58.7MAddQ3 2025 13F$59M--$44.23
Deere & Company Common StockDE$-45.0MTrimQ3 2025 13F$45M--$573.66
Franco-Nevada CorporationFNV$41.6MAddQ3 2025 13F$42M$190.00$223.22
Alphabet IncGOOGL$38.2MAddQ3 2025 13F$38M$209.46$359.91
Home Depot, Inc. (The) Common StockHD$35.5MAddQ3 2025 13F$35M$410.09$357.90
Goldman Sachs Group, Inc. (The) Common StockGS$31.8MAddQ3 2025 13F$32M$719.18$1,045.00
Caterpillar, Inc. Common StockCAT$29.2MAddQ3 2025 13F$29M--$915.64
Berkshire Hathaway Inc.BRK-A$28.3MAddQ3 2025 13F$28M$726,917.35$760,590.00
Blackstone Group IncBX$26.1MAddQ3 2025 13F$26M$166.69$114.20
Berkshire Hathaway Inc.BRK-B$26.0MAddQ3 2025 13F$26M$484.36$507.78
Blackrock IncBLK$25.7MAddQ3 2025 13F$26M$1,128.31$994.77
Novo Nordisk A/SNVO$-24.5MTrimQ3 2025 13F$24M$54.30$41.02
Lowe's Companies, Inc. Common StockLOW$23.5MAddQ3 2025 13F$24M$240.62$207.97
Watsco, Inc. Common StockWSO$-21.1MTrimQ3 2025 13F$21M$395.55$380.95
LPL Financial Holdings IncLPLA$-20.1MTrimQ3 2025 13F$20M--$283.72
Johnson & JohnsonJNJ$20.0MAddQ3 2025 13F$20M$179.10$263.04
The Walt Disney CoDIS$-19.3MTrimQ3 2025 13F$19M$117.78$98.87
General Dynamics CorpGD$19.3MAddQ3 2025 13F$19M$311.61$340.86
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