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 Trades

CompanyValueActionChangePriceCurrent Price
Enterprise Products Partners LPEPD$7.6M202k sharesOtherQ1 2026 13F$7.6M$37.03$37.52
Schwab (Charles) CorpSCHW$130M1.4M sharesTrimQ1 2026 13F$7.4M$98.07$88.08
JPMorgan Chase & Co.JPM$74M252.6k sharesTrimQ1 2026 13F$7.1M$303.48$333.45
Investors Title CompanyITIC$46M213.3k sharesTrimQ1 2026 13F$6.9M$217.34$241.45
FactSet Research Systems IncFDS$29M135.4k sharesTrimQ1 2026 13F$6.0M$206.83$246.38
CSX CorpCSX$22M530k sharesAddQ1 2026 13F$5.8M$40.74$47.11
Comfort Systems USA, Inc.FIX$18M13k sharesAddQ1 2026 13F$5.8M$1,383.16$1,852.03
Capital One Financial Corporation Common StockCOF$17M91k sharesTrimQ1 2026 13F$5.5M$194.62$204.00
VERISK ANALYTICS IncVRSK$30M156k sharesTrimQ1 2026 13F$5.3M$204.65$171.50
Costco Wholesale Corporation - Common StockCOST$39M39.2k sharesAddQ1 2026 13F$5.2M$992.30$974.75
Tom Gayner (Markel) add Unmapped 13F securityPORTFOLIO$57M889.5k sharesAddQ1 2026 13F$5.1M$64.07--
MSCI IncMSCI$77M142.9k sharesTrimQ1 2026 13F$5.0M$547.06$602.94
Nike IncNKE$24M447.4k sharesTrimQ1 2026 13F$4.9M$58.24$40.75
Rockwell Automation IncROK$56M154.9k sharesTrimQ1 2026 13F$4.7M$379.57$451.66
Illinois Tool Works IncITW$85M327.5k sharesAddQ1 2026 13F$4.6M$279.07$252.39
Shopify Inc Class A subordinate voting sharesSHOP$12M102.8k sharesTrimQ1 2026 13F$4.4M$121.91$110.78
Tom Gayner (Markel) add Unmapped 13F securityPORTFOLIO$4.3MAddQ1 2026 13F$4.3M----
YUM BRANDS IncYUM$38M245.2k sharesAddQ1 2026 13F$3.9M$158.37$152.02
Tom Gayner (Markel) trim Unmapped 13F securityPORTFOLIO$28M314k sharesTrimQ1 2026 13F$3.8M$90.14--
Union Pacific CorpUNP$36M150.3k sharesAddQ1 2026 13F$3.8M$252.47$268.67
Unitedhealth Group IncUNH$5.1M18.7k sharesTrimQ1 2026 13F$3.7M$297.81$427.89
Applied Materials, Inc. - Common StockAMAT$12M36.4k sharesAddQ1 2026 13F$3.7M$336.38$592.92
Aon PLCAON$44M135.8k sharesTrimQ1 2026 13F$3.5M$324.18$328.69
Ferguson PLCFERG$40M170.7k sharesAddQ1 2026 13F$3.4M$233.26$229.80
Thermo Fisher Scientific IncTMO$33M67.1k sharesTrimQ1 2026 13F$3.4M$542.70$492.20
Exxon Mobil CorpXOM$8.0M47k sharesAddQ1 2026 13F$3.4M$152.80$151.75
Starbucks CorpSBUX$56M623.8k sharesAddQ1 2026 13F$3.4M$95.76$94.82
The Hershey CoHSY$16M75k sharesAddQ1 2026 13F$3.3M$221.84$175.90
Paychex IncPAYX$14M150k sharesTrimQ1 2026 13F$3.0M$94.07$98.92
Marriott International - Class A Common StockMAR$31M93.8k sharesAddQ1 2026 13F$2.8M$334.77$391.42
Wells Fargo & CoWFC$16M204.5k sharesTrimQ1 2026 13F$2.8M$82.03$83.82
Equifax IncEFX$13M72.9k sharesTrimQ1 2026 13F$2.7M$191.46$167.89
The Hanover Insurance Group, Inc.THG$49M281k sharesTrimQ1 2026 13F$2.6M$173.35$191.75
Lowe's Companies, Inc. Common StockLOW$174M738.5k sharesTrimQ1 2026 13F$2.6M$256.10$207.97
IQVIA Holdings, Inc. Common StockIQV$8.0M46.9k sharesTrimQ1 2026 13F$2.6M$164.89$165.62
General Dynamics CorpGD$134M391k sharesAddQ1 2026 13F$2.6M$352.59$340.86
United Rentals IncURI$23M31.2k sharesTrimQ1 2026 13F$2.5M$805.80$1,084.05
Spotify Technology S.A. Ordinary SharesSPOT$13M25.9k sharesTrimQ1 2026 13F$2.5M$493.99$503.13
CME Group IncCME$15M49.8k sharesAddQ1 2026 13F$2.2M$307.46$252.03
Tom Gayner (Markel) add Unmapped 13F securityPORTFOLIO$43M224k sharesAddQ1 2026 13F$2.1M$192.90--
Norfolk Southern CorpNSC$81M282.5k sharesAddQ1 2026 13F$2.1M$287.00$325.68
Tom Gayner (Markel) trim Unmapped 13F securityPORTFOLIO$-2.0MTrimQ1 2026 13F$2.0M----
Cboe Global Markets, Inc.CBOE$12M43.7k sharesAddQ1 2026 13F$1.8M$281.07$347.69
Huntington Ingalls Industries IncHII$10M27.5k sharesAddQ1 2026 13F$1.8M$412.01$292.26
Sony Group CorporationSONY$6.9M335k sharesTrimQ1 2026 13F$1.6M$21.58$20.33
HCA Healthcare IncHCA$39M82.4k sharesAddQ1 2026 13F$1.3M$518.22$361.32
Hexcel Corporation (HXL)HXL$15M189k sharesAddQ1 2026 13F$1.3M$84.24$88.20
Uber Technologies IncUBER$10M142.5k sharesTrimQ1 2026 13F$1.2M$73.89$73.85
Otis Worldwide CorpOTIS$8.8M114.6k sharesTrimQ1 2026 13F$1.2M$86.25$69.63
Intercontinental Exchange Inc. Common StockICE$4.5M28.9k sharesAddQ1 2026 13F$1.2M$159.27$139.05
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