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
Uber Technologies IncUBER$576.7KAddQ3 2025 13F$577k$94.48$73.85
Brunswick Corporation Common StockBC$489.0KAddQ3 2025 13F$489k--$83.56
Tom Gayner (Markel) trim Unmapped 13F securityPORTFOLIO$28M227.1k sharesTrimQ3 2025 13F$478k$121.42--
Adobe Inc.ADBE$-477.8KTrimQ3 2025 13F$478k$352.33$219.72
Brown-Forman CorporationBF-A$-472.1KTrimQ3 2025 13F$472k--$26.72
ACUITY INC. (DE)AYI$449.0KAddQ3 2025 13F$449k--$296.22
Tom Gayner (Markel) add Unmapped 13F securityPORTFOLIO$46M848.5k sharesAddQ3 2025 13F$427k$54.30--
TransUnionTRU$-426.4KTrimQ3 2025 13F$426k--$70.84
Amazon.com IncAMZN$365.5KAddQ3 2025 13F$366k$226.35$242.67
Exxon Mobil CorpXOM$338.3KOtherQ3 2025 13F$338k$111.37$137.02
The Sherwin-Williams Co (2)SHW$273.1KAddQ3 2025 13F$273k$350.80$299.55
Equifax IncEFX$-206.9KTrimQ3 2025 13F$207k--$167.89
Berkley (W.R.) CorpWRB$191.4KAddQ3 2025 13F$191k--$65.29
Domino's Pizza IncDPZ$-103.9KTrimQ3 2025 13F$104k--$311.66
Brown-Forman CorporationBF-B$80.6KAddQ3 2025 13F$81k--$25.94
Cisco Systems IncCSCO$75.0KAddQ3 2025 13F$75k--$121.83
MGM Resorts International Common StockMGM$23.6KAddQ3 2025 13F$24k$36.53$41.95
Aon PLCAON$-23.4KTrimQ3 2025 13F$23k$362.58$357.46
Capital One Financial Corporation Common StockCOF$-16.4KTrimQ3 2025 13F$16k$221.53$205.17
Intercontinental Exchange Inc. Common StockICE$7.5KAddQ3 2025 13F$7.5k$167.99$139.05
Brookfield CorporationBN$82.3MAddQ2 2025 13F$82M--$44.23
Berkshire Hathaway Inc.BRK-A$-77.6MTrimQ2 2025 13F$78M$762,376.24$760,590.00
Berkshire Hathaway Inc.BRK-B$-71.7MTrimQ2 2025 13F$72M$508.26$507.78
Microsoft CorpMSFT$66.1MAddQ2 2025 13F$66M$433.34$390.49
Amazon.com IncAMZN$59.2MAddQ2 2025 13F$59M$200.54$242.67
Alphabet Cl CGOOG$58.2MAddQ2 2025 13F$58M$165.11$356.18
Goldman Sachs Group, Inc. (The) Common StockGS$58.0MAddQ2 2025 13F$58M$507.89$1,045.00
The Walt Disney CoDIS$51.4MAddQ2 2025 13F$51M$103.82$98.87
Watsco, Inc. Common StockWSO$-50.6MTrimQ2 2025 13F$51M--$380.95
Meta Platforms IncMETA$45.4MAddQ2 2025 13F$45M$617.26$582.90
Analog Devices IncADI$42.4MAddQ2 2025 13F$42M$229.65$413.16
Deere & Company Common StockDE$34.5MAddQ2 2025 13F$34M--$573.66
LPL Financial Holdings IncLPLA$27.8MAddQ2 2025 13F$28M$360.69$283.72
KKR & Co IncKKR$25.3MAddQ2 2025 13F$25M--$90.13
3M CoMMM$-25.1MTrimQ2 2025 13F$25M--$153.85
American Express CoAXP$24.2MAddQ2 2025 13F$24M$281.25$351.96
Dollar General CorporationDG$23.0MAddQ2 2025 13F$23M--$106.82
Blackrock IncBLK$22.6MAddQ2 2025 13F$23M--$994.77
Apple IncAAPL$-20.8MTrimQ2 2025 13F$21M$202.27$308.63
Texas Instruments IncTXN$20.2MAddQ2 2025 13F$20M$177.56$290.90
RLI Corp. Common Stock (RLI)RLI$-19.4MTrimQ2 2025 13F$19M--$52.05
Caterpillar, Inc. Common StockCAT$19.4MAddQ2 2025 13F$19M--$915.64
HEICO CorporationHEI-A$18.1MAddQ2 2025 13F$18M$218.76$261.65
Marsh & McLennan Companies IncMRSH$-17.7MTrimQ2 2025 13F$18M--$159.53
Schwab (Charles) CorpSCHW$17.7MAddQ2 2025 13F$18M$83.65$88.08
Brookfield Asset Management Ltd.BAM.TO$15.0MAddQ2 2025 13F$15M----
Alphabet IncGOOGL$14.7MAddQ2 2025 13F$15M$163.55$359.91
The Progressive CorpPGR$-12.2MTrimQ2 2025 13F$12M$274.25$215.69
Blackstone Group IncBX$12.0MAddQ2 2025 13F$12M--$114.20
Rockwell Automation IncROK$11.4MAddQ2 2025 13F$11M--$451.66
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