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

CompanyValueActionChangePriceLast Price
Comcast CorpCMCSA$28M961.9k sharesTrimQ1 2026 13F$1.1M$30.46$23.76
PepsiCo IncPEP$15M96.2k sharesAddQ1 2026 13F$1.1M$155.82$140.68
RENAISSANCERE HOLDINGS LTDRNR$21M70k sharesAddQ1 2026 13F$1.1M$297.23$289.68
Canadian National Railway Co (2)CNI$5.5M53.5k sharesAddQ1 2026 13F$1.1M$106.04$120.81
Lamar Advertising Company - Class ALAMR$24M193k sharesAddQ1 2026 13F$1.0M$131.03$156.64
Tom Gayner (Markel) trim Unmapped 13F securityPORTFOLIO$4.9M181.3k sharesTrimQ1 2026 13F$1.0M$27.04--
Tom Gayner (Markel) add Unmapped 13F securityPORTFOLIO$4.7M59.5k sharesAddQ1 2026 13F$962k$78.66--
Ecolab IncECL$73M274.3k sharesAddQ1 2026 13F$960k$285.25$257.41
Eastman Chemical CoEMN$5.7M75k sharesAddQ1 2026 13F$936k$76.32$75.91
Carrier Global CorpCARR$13M235k sharesAddQ1 2026 13F$815k$59.20$67.35
ACUITY INC. (DE)AYI$2.7M9.8k sharesTrimQ1 2026 13F$778k$288.48$296.22
The Bank of New York Mellon CorpBK$15M124.5k sharesAddQ1 2026 13F$665k$118.92$140.01
SEI Investments CompanySEIC$14M173.2k sharesTrimQ1 2026 13F$615k$78.47$89.68
Philip Morris International IncPM$19M114.5k sharesAddQ1 2026 13F$566k$175.94$176.06
Weyerhaeuser CompanyWY$428k17.5k sharesOtherQ1 2026 13F$428k$24.43$24.51
The Scotts Miracle-Gro CompanySMG$10M168k sharesAddQ1 2026 13F$413k$60.81$61.13
Brown-Forman CorporationBF-A$23M843k sharesAddQ1 2026 13F$405k$26.79$26.72
CarMax IncKMX$5.7M136.5k sharesAddQ1 2026 13F$401k$42.59$47.50
The Sherwin-Williams Co (2)SHW$30M94.2k sharesTrimQ1 2026 13F$328k$339.65$299.55
Domino's Pizza IncDPZ$2.0M5.5k sharesTrimQ1 2026 13F$319k$389.73$311.66
Eagle Materials Inc.EXP$2.8M14.8k sharesTrimQ1 2026 13F$254k$205.97$206.79
Berkley (W.R.) CorpWRB$4.0M60.8k sharesTrimQ1 2026 13F$233k$68.86$65.29
Crown Holdings, Inc.CCK$22M220k sharesAddQ1 2026 13F$225k$100.25$105.42
Graham Holdings CoGHC$5.5M5.2k sharesTrimQ1 2026 13F$215k$1,057.26$1,114.09
Cisco Systems IncCSCO$28M355.5k sharesAddQ1 2026 13F$199k$79.12$121.83
Brunswick Corporation Common StockBC$3.7M51.3k sharesAddQ1 2026 13F$184k$72.76$83.56
Brown-Forman CorporationBF-B$13M474.2k sharesAddQ1 2026 13F$180k$26.44$25.94
TransUnionTRU$-171.5KExitQ1 2026 13F$172k--$70.84
The Allstate CorporationALL$32M154.6k sharesTrimQ1 2026 13F$125k$207.60$215.02
Sysco CorporationSYY$2.2M30.5k sharesTrimQ1 2026 13F$72k$85.48$76.48
MGM Resorts International Common StockMGM$3.2M87.5k sharesAddQ1 2026 13F$46k$37.01$41.95
Brown & Brown IncBRO$913k14k sharesAddQ1 2026 13F$36k$68.82$58.00
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