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
Rockwell Automation IncROK$2.7MAddQ3 2025 13F$2.7M--$451.66
Willis Towers Watson Public Limited Company - Ordinary SharesWTW$-2.6MExitQ3 2025 13F$2.6M$340.85$258.12
Marriott International - Class A Common StockMAR$2.6MAddQ3 2025 13F$2.6M$261.84$391.42
Cboe Global Markets, Inc.CBOE$2.6MAddQ3 2025 13F$2.6M--$347.69
Costco Wholesale Corporation - Common StockCOST$-2.5MTrimQ3 2025 13F$2.5M--$951.67
CME Group IncCME$2.4MAddQ3 2025 13F$2.4M$272.24$252.03
Canadian National Railway Co (2)CNI$2.4MOtherQ3 2025 13F$2.4M--$120.81
Applied Materials, Inc. - Common StockAMAT$2.4MAddQ3 2025 13F$2.4M$181.44$592.92
Tom Gayner (Markel) other Unmapped 13F securityPORTFOLIO$2.3M31k sharesOtherQ3 2025 13F$2.3M$74.49--
Choice Hotels International, Inc.CHH$-2.3MTrimQ3 2025 13F$2.3M--$115.00
Gartner IncIT$-2.3MExitQ3 2025 13F$2.3M$251.15$159.97
Philip Morris International IncPM$-2.3MTrimQ3 2025 13F$2.3M$162.99$176.06
Lockheed Martin CorpLMT$2.2MAddQ3 2025 13F$2.2M$486.67$520.07
The Bank of New York Mellon CorpBK$2.2MAddQ3 2025 13F$2.2M$100.38$140.01
Intuit Inc. - Common StockINTU$-2.1MExitQ3 2025 13F$2.1M$720.86$262.24
The Allstate CorporationALL$2.1MAddQ3 2025 13F$2.1M--$215.02
Tom Gayner (Markel) add Unmapped 13F securityPORTFOLIO$32M314k sharesAddQ3 2025 13F$1.9M$102.64--
FedEx CorporationFDX$1.8MAddQ3 2025 13F$1.8M--$316.83
Spotify Technology S.A. Ordinary SharesSPOT$-1.8MTrimQ3 2025 13F$1.8M$704.09$503.13
HEICO CorporationHEI-A$-1.8MTrimQ3 2025 13F$1.8M$249.95$261.65
Lamar Advertising Company - Class ALAMR$1.6MAddQ3 2025 13F$1.6M$124.23$156.64
Eagle Materials Inc.EXP$1.6MAddQ3 2025 13F$1.6M--$206.79
The Scotts Miracle-Gro CompanySMG$-1.5MTrimQ3 2025 13F$1.5M--$61.13
CoStar Group, Inc.CSGP$-1.5MExitQ3 2025 13F$1.5M$84.59$29.81
Tom Gayner (Markel) trim Unmapped 13F securityPORTFOLIO$6.5M131.7k sharesTrimQ3 2025 13F$1.4M$49.20--
Mastercard Incorporated Common StockMA$1.4MAddQ3 2025 13F$1.4M--$539.39
MSCI IncMSCI$-1.3MTrimQ3 2025 13F$1.3M$555.15$602.94
Ecolab IncECL$1.2MAddQ3 2025 13F$1.2M$273.56$257.41
The Estee Lauder Cos IncEL$-1.2MExitQ3 2025 13F$1.2M$88.12$84.64
Crown Holdings, Inc.CCK$-1.2MTrimQ3 2025 13F$1.2M--$105.42
Graham Holdings CoGHC$1.2MAddQ3 2025 13F$1.2M--$1,114.09
Tom Gayner (Markel) trim Unmapped 13F securityPORTFOLIO$12M133k sharesTrimQ3 2025 13F$1.2M$89.70--
Hexcel Corporation (HXL)HXL$1.2MAddQ3 2025 13F$1.2M$61.40$88.20
The Hershey CoHSY$1.1MAddQ3 2025 13F$1.1M--$175.90
IQVIA Holdings, Inc. Common StockIQV$1.1MAddQ3 2025 13F$1.1M$180.72$165.62
Meta Platforms IncMETA$-1.0MTrimQ3 2025 13F$1.0M$744.28$582.90
Huntington Ingalls Industries IncHII$952.2KAddQ3 2025 13F$952k$266.44$292.26
Sony Group CorporationSONY$924.6KAddQ3 2025 13F$925k--$20.33
Unitedhealth Group IncUNH$883.2KAddQ3 2025 13F$883k$302.44$425.36
Eastman Chemical CoEMN$-870.2KTrimQ3 2025 13F$870k--$75.91
Otis Worldwide CorpOTIS$-870.0KTrimQ3 2025 13F$870k--$69.63
SEI Investments CompanySEIC$-867.7KTrimQ3 2025 13F$868k--$89.68
YUM BRANDS IncYUM$865.0KAddQ3 2025 13F$865k$147.24$152.02
PepsiCo IncPEP$808.2KAddQ3 2025 13F$808k$142.80$140.68
RENAISSANCERE HOLDINGS LTDRNR$772.1KAddQ3 2025 13F$772k--$289.68
Wells Fargo & CoWFC$756.5KAddQ3 2025 13F$756k$83.62$83.82
Anheuser-Busch InBev SA/NVBUD$-755.9KExitQ3 2025 13F$756k--$78.66
Sysco CorporationSYY$693.6KAddQ3 2025 13F$694k--$76.48
Tom Gayner (Markel) trim Unmapped 13F securityPORTFOLIO$18M65k sharesTrimQ3 2025 13F$607k$272.72--
Nike IncNKE$-586.1KTrimQ3 2025 13F$586k$70.93$40.75
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