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
JPMorgan Chase & Co.JPM$11.3MAddQ2 2025 13F$11M$255.03$334.47
Franco-Nevada CorporationFNV$10.6MAddQ2 2025 13F$11M--$223.22
The Carlyle group Inc. (Cg)CG$10.4MAddQ2 2025 13F$10M--$45.66
Ferguson PLCFERG$9.6MAddQ2 2025 13F$9.6M--$229.80
Archer-Daniels-Midland CoADM$8.6MAddQ2 2025 13F$8.6M$46.07$80.22
Graphic Packaging Holding CoGPK$-8.3MTrimQ2 2025 13F$8.3M--$10.82
Johnson & JohnsonJNJ$-8.0MTrimQ2 2025 13F$8.0M--$263.04
Moody's Corporation Common StockMCO$7.7MAddQ2 2025 13F$7.7M$463.23$490.51
General Dynamics CorpGD$7.5MAddQ2 2025 13F$7.5M$281.57$340.86
Novo Nordisk A/SNVO$6.6MAddQ2 2025 13F$6.6M--$41.02
Unitedhealth Group IncUNH$-6.4MTrimQ2 2025 13F$6.4M$384.44$425.36
Investors Title CompanyITIC$-6.4MTrimQ2 2025 13F$6.4M--$241.45
Norfolk Southern CorpNSC$6.2MAddQ2 2025 13F$6.2M--$325.68
Tom Gayner (Markel) add Unmapped 13F securityPORTFOLIO$28M212k sharesAddQ2 2025 13F$6.1M$132.34--
Lowe's Companies, Inc. Common StockLOW$-6.0MTrimQ2 2025 13F$6.0M$231.25$207.97
Spotify Technology S.A. Ordinary SharesSPOT$5.6MAddQ2 2025 13F$5.6M--$503.13
Adobe Inc.ADBE$5.4MOtherQ2 2025 13F$5.4M$368.70$219.72
Diageo PLCDEO$-5.4MTrimQ2 2025 13F$5.4M$108.43$83.51
Aon PLCAON$-5.4MTrimQ2 2025 13F$5.4M--$357.46
Tom Gayner (Markel) trim Unmapped 13F securityPORTFOLIO$46M816k sharesTrimQ2 2025 13F$5.3M$55.94--
Brown-Forman CorporationBF-A$-5.1MTrimQ2 2025 13F$5.1M--$26.72
HCA Healthcare IncHCA$5.0MAddQ2 2025 13F$5.0M--$361.32
Apollo Global Management IncAPO$5.0MAddQ2 2025 13F$5.0M$132.68$118.29
Visa IncV$4.6MAddQ2 2025 13F$4.6M$335.18$362.13
Ecolab IncECL$4.4MAddQ2 2025 13F$4.4M--$257.41
Marriott International - Class A Common StockMAR$4.1MAddQ2 2025 13F$4.1M--$391.42
Starbucks CorpSBUX$-4.0MTrimQ2 2025 13F$4.0M$85.46$94.82
United Rentals IncURI$3.9MAddQ2 2025 13F$3.9M--$1,084.05
ROLLINS IncROL$3.9MAddQ2 2025 13F$3.9M--$43.27
Tom Gayner (Markel) trim Unmapped 13F securityPORTFOLIO$7.9M131.7k sharesTrimQ2 2025 13F$3.8M$60.12--
Old Dominion Freight Line IncODFL$3.8MAddQ2 2025 13F$3.8M--$219.45
CME Group IncCME$3.7MAddQ2 2025 13F$3.7M--$252.03
Lamar Advertising Company - Class ALAMR$3.6MAddQ2 2025 13F$3.6M$115.97$156.64
Nike IncNKE$3.5MAddQ2 2025 13F$3.5M$54.40$40.75
FedEx CorporationFDX$-3.5MTrimQ2 2025 13F$3.5M--$316.83
Brown-Forman CorporationBF-B$-3.3MTrimQ2 2025 13F$3.3M--$25.94
Hagerty, Inc.HGTY$3.3MAddQ2 2025 13F$3.3M--$10.15
Linde PLCLIN$3.3MAddQ2 2025 13F$3.3M--$501.92
Cable One, Inc.CABO$-3.2MExitQ2 2025 13F$3.2M--$54.74
Cisco Systems IncCSCO$3.1MAddQ2 2025 13F$3.1M$65.33$121.83
Cboe Global Markets, Inc.CBOE$3.1MAddQ2 2025 13F$3.1M--$347.69
Capital One Financial Corporation Common StockCOF$3.0MAddQ2 2025 13F$3.0M--$205.17
O-I Glass, Inc. /DE/OI$-3.0MTrimQ2 2025 13F$3.0M--$9.21
Tom Gayner (Markel) add Unmapped 13F securityPORTFOLIO$33M224k sharesAddQ2 2025 13F$3.0M$146.02--
Applied Materials, Inc. - Common StockAMAT$3.0MOtherQ2 2025 13F$3.0M$158.25$592.92
S&P Global IncSPGI$2.9MAddQ2 2025 13F$2.9M--$417.09
Mastercard Incorporated Common StockMA$2.9MAddQ2 2025 13F$2.9M$517.38$539.39
Comfort Systems USA, Inc.FIX$2.8MAddQ2 2025 13F$2.8M--$1,852.03
Philip Morris International IncPM$2.7MAddQ2 2025 13F$2.7M--$176.06
Uber Technologies IncUBER$2.6MAddQ2 2025 13F$2.6M--$73.85
Showing 301-350 of 468