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
FactSet Research Systems IncFDS$-18.8MTrimQ3 2025 13F$19M$371.01$246.38
3M CoMMM$-18.0MExitQ3 2025 13F$18M--$153.85
Texas Instruments IncTXN$-17.3MTrimQ3 2025 13F$17M$195.51$290.90
RLI Corp. Common Stock (RLI)RLI$-16.8MTrimQ3 2025 13F$17M--$52.05
Norfolk Southern CorpNSC$16.5MAddQ3 2025 13F$17M$292.08$325.68
The Progressive CorpPGR$-15.0MTrimQ3 2025 13F$15M$246.52$215.69
The Carlyle group Inc. (Cg)CG$15.0MAddQ3 2025 13F$15M--$45.66
Visa IncV$-13.7MTrimQ3 2025 13F$14M$346.34$362.13
Microsoft CorpMSFT$13.2MAddQ3 2025 13F$13M$510.13$390.49
Investors Title CompanyITIC$12.1MAddQ3 2025 13F$12M--$241.45
Marsh & McLennan Companies IncMRSH$-11.6MTrimQ3 2025 13F$12M--$159.53
Dollar General CorporationDG$-9.6MTrimQ3 2025 13F$9.6M--$106.82
VERISK ANALYTICS IncVRSK$-9.4MTrimQ3 2025 13F$9.4M$242.30$171.50
Analog Devices IncADI$9.0MAddQ3 2025 13F$9.0M$245.68$413.16
Apollo Global Management IncAPO$-8.7MTrimQ3 2025 13F$8.7M$141.57$118.29
Accenture PLCACN$-8.3MTrimQ3 2025 13F$8.3M$260.75$165.36
CSX CorpCSX$8.0MAddQ3 2025 13F$8.0M--$47.11
NVR IncNVR$7.7MAddQ3 2025 13F$7.7M$7,950.13$6,643.73
Union Pacific CorpUNP$7.6MAddQ3 2025 13F$7.6M--$268.67
Diageo PLCDEO$-7.4MTrimQ3 2025 13F$7.4M$104.94$83.51
O-I Glass, Inc. /DE/OI$-7.0MExitQ3 2025 13F$7.0M--$9.21
Thermo Fisher Scientific IncTMO$7.0MAddQ3 2025 13F$7.0M$465.46$492.20
Archer-Daniels-Midland CoADM$6.9MAddQ3 2025 13F$6.9M--$80.22
JPMorgan Chase & Co.JPM$6.4MAddQ3 2025 13F$6.4M$297.41$334.47
American Express CoAXP$6.4MAddQ3 2025 13F$6.4M$318.08$351.96
United Rentals IncURI$6.3MAddQ3 2025 13F$6.3M$955.22$1,084.05
S&P Global IncSPGI$-6.1MTrimQ3 2025 13F$6.1M$496.76$417.09
Hagerty, Inc.HGTY$6.0MAddQ3 2025 13F$6.0M--$10.15
Schwab (Charles) CorpSCHW$5.8MAddQ3 2025 13F$5.8M$94.92$88.08
HCA Healthcare IncHCA$5.6MAddQ3 2025 13F$5.6M$402.85$361.32
Moody's Corporation Common StockMCO$-5.4MTrimQ3 2025 13F$5.4M$504.09$490.51
Old Dominion Freight Line IncODFL$-5.1MTrimQ3 2025 13F$5.1M--$219.45
Tom Gayner (Markel) add Unmapped 13F securityPORTFOLIO$37M224k sharesAddQ3 2025 13F$4.8M$167.33--
Celanese CorpCE$-4.5MExitQ3 2025 13F$4.5M--$52.93
KKR & Co IncKKR$-4.5MTrimQ3 2025 13F$4.5M$141.39$90.13
Illinois Tool Works IncITW$4.4MAddQ3 2025 13F$4.4M--$252.39
Starbucks CorpSBUX$-4.4MTrimQ3 2025 13F$4.4M$87.74$94.82
Comcast CorpCMCSA$-4.1MTrimQ3 2025 13F$4.1M$30.65$23.76
Linde PLCLIN$4.1MAddQ3 2025 13F$4.1M$479.94$501.92
ROLLINS IncROL$3.8MAddQ3 2025 13F$3.8M$56.44$43.27
Comfort Systems USA, Inc.FIX$3.8MAddQ3 2025 13F$3.8M--$1,852.03
Ferguson PLCFERG$3.7MAddQ3 2025 13F$3.7M--$229.80
Graphic Packaging Holding CoGPK$-3.7MExitQ3 2025 13F$3.7M$21.06$10.82
Brookfield Asset Management Ltd.BAM.TO$3.6MAddQ3 2025 13F$3.6M----
Shopify Inc Class A subordinate voting sharesSHOP$3.4MAddQ3 2025 13F$3.4M--$110.78
The Hanover Insurance Group, Inc.THG$3.3MAddQ3 2025 13F$3.3M--$191.75
Carrier Global CorpCARR$-3.2MTrimQ3 2025 13F$3.2M$67.94$67.35
CarMax IncKMX$-3.0MTrimQ3 2025 13F$3.0M$61.38$47.50
Ball Corporation (BLL)BLL$-2.9MExitQ3 2025 13F$2.9M--$69.49
Paychex IncPAYX$-2.8MTrimQ3 2025 13F$2.8M$126.69$98.92
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