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.

Latest Holdings

HoldingReported ValueWeightSharesLast PriceEst. ValueReturn
Sunbelt Rentals Holdings IncSUNB · Q1 2026$63M0.5%963k$79.04----
902494103902494103 · Q1 2026$57M0.5%890k------
Starbucks CorpSBUX · Q1 2026$56M0.5%624k$94.82----
Rockwell Automation IncROK · Q1 2026$56M0.5%155k$451.66----
S&P Global IncSPGI · Q1 2026$50M0.4%118k$417.09----
The Hanover Insurance Group, Inc.THG · Q1 2026$49M0.4%281k$191.75----
Investors Title CompanyITIC · Q1 2026$46M0.4%213k$241.45----
Aon PLCAON · Q1 2026$44M0.4%136k$357.46$49M+10.7%
7.5513E+1057.5513E+105 · Q1 2026$43M0.4%224k------
Ferguson PLCFERG · Q1 2026$40M0.3%171k$229.80----
Lockheed Martin CorpLMT · Q1 2026$39M0.3%65k$520.07----
Costco Wholesale Corporation - Common StockCOST · Q1 2026$39M0.3%39k$951.67$37M-4.49%
HCA Healthcare IncHCA · Q1 2026$39M0.3%82k$361.32----
YUM BRANDS IncYUM · Q1 2026$38M0.3%245k$152.02----
Union Pacific CorpUNP · Q1 2026$36M0.3%150k$268.67----
Thermo Fisher Scientific IncTMO · Q1 2026$33M0.3%67k$492.20----
Hagerty, Inc.HGTY · Q1 2026$33M0.3%3.1M$10.15----
The Allstate CorporationALL · Q1 2026$32M0.3%155k$215.02----
Accenture PLCACN · Q1 2026$32M0.3%159k$165.36----
Marriott International - Class A Common StockMAR · Q1 2026$31M0.3%94k$391.42----
Airbnb, Inc.ABNB · Q1 2026$31M0.3%242k$134.43----
The Sherwin-Williams Co (2)SHW · Q1 2026$30M0.3%94k$299.55----
VERISK ANALYTICS IncVRSK · Q1 2026$30M0.2%156k$171.50----
FactSet Research Systems IncFDS · Q1 2026$29M0.2%135k$246.38----
74144T10874144T108 · Q1 2026$28M0.2%314k------
Comcast CorpCMCSA · Q1 2026$28M0.2%962k$23.76----
Cisco Systems IncCSCO · Q1 2026$28M0.2%356k$121.83----
Lamar Advertising Company - Class ALAMR · Q1 2026$24M0.2%193k$156.64----
Nike IncNKE · Q1 2026$24M0.2%447k$40.75----
United Rentals IncURI · Q1 2026$23M0.2%31k$1,084.05----
Brown-Forman CorporationBF-A · Q1 2026$23M0.2%843k$26.72----
Crown Holdings, Inc.CCK · Q1 2026$22M0.2%220k$105.42----
Air Products and Chemicals IncAPD · Q1 2026$22M0.2%76k$283.65----
CSX CorpCSX · Q1 2026$22M0.2%530k$47.11----
RENAISSANCERE HOLDINGS LTDRNR · Q1 2026$21M0.2%70k$289.68----
Philip Morris International IncPM · Q1 2026$19M0.2%115k$176.06----
Comfort Systems USA, Inc.FIX · Q1 2026$18M0.2%13k$1,852.03----
Capital One Financial Corporation Common StockCOF · Q1 2026$17M0.1%91k$205.17----
Wells Fargo & CoWFC · Q1 2026$16M0.1%204k$83.82----
The Hershey CoHSY · Q1 2026$16M0.1%75k$175.90----
Hexcel Corporation (HXL)HXL · Q1 2026$15M0.1%189k$88.20----
PepsiCo IncPEP · Q1 2026$15M0.1%96k$140.68----
The Bank of New York Mellon CorpBK · Q1 2026$15M0.1%125k$140.01----
CME Group IncCME · Q1 2026$15M0.1%50k$252.03----
Paychex IncPAYX · Q1 2026$14M0.1%150k$98.92----
SEI Investments CompanySEIC · Q1 2026$14M0.1%173k$89.68----
Carrier Global CorpCARR · Q1 2026$13M0.1%235k$67.35----
Equifax IncEFX · Q1 2026$13M0.1%73k$167.89----
Spotify Technology S.A. Ordinary SharesSPOT · Q1 2026$13M0.1%26k$503.13----
Brown-Forman CorporationBF-B · Q1 2026$13M0.1%474k$25.94----
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