Tom Gayner · Markel Group Inc.
| Period: | Q1 2025 |
| Portfolio date: | Mar 31, 2025 |
| No. of stocks: | 135 |
| Portfolio value: | $11.3B |
Viewing historical Q1 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| BRK-A · Berkshire Hathaway Inc. Del | 7.90 | New | 1,114 | $798441.60 | $889,463,943 | $717387.00 | -10.15% | $685150.00 | $779853.00 |
| BRK-B · Berkshire Hathaway Inc. Del | 7.25 | New | 1,531,971 | $532.58 | $815,897,115 | $475.94 | -10.64% | $455.19 | $520.30 |
| BN · Brookfield Corp. | 4.06 | New | 8,715,741 | $52.41 | $456,791,987 | $47.08 | -10.17% | $37.54 | $49.57 |
| GOOG · Alphabet Inc. | 3.81 | New | 2,749,860 | $156.23 | $429,610,627 | $400.71 | +156.49% | $156.16 | $402.00 |
| DE · Deere & Co. | 3.66 | New | 877,700 | $469.35 | $411,948,496 | $574.84 | +22.48% | $433.00 | $674.19 |
| AMZN · Amazon Com Inc. | 3.43 | New | 2,030,760 | $190.26 | $386,372,398 | $272.68 | +43.32% | $196.00 | $278.56 |
| V · Visa, Inc. | 3.11 | New | 999,285 | $350.46 | $350,209,421 | $318.79 | -9.04% | $293.89 | $375.51 |
| HD · Home Depot Inc. | 2.99 | New | 920,000 | $366.49 | $337,170,801 | $317.45 | -13.38% | $310.40 | $426.75 |
| WSO · Watsco Inc. | 2.67 | New | 590,500 | $508.30 | $300,151,150 | $420.60 | -17.25% | $323.05 | $496.25 |
| AAPL · Apple Inc. | 2.42 | New | 1,227,290 | $222.13 | $272,617,927 | $293.26 | +32.02% | $193.46 | $294.76 |
| ADI · Analog Devices Inc. | 2.09 | New | 1,167,671 | $201.67 | $235,484,210 | $416.52 | +106.54% | $206.00 | $418.75 |
| PGR · Progressive Corp. | 1.89 | New | 753,750 | $283.01 | $213,318,787 | $194.00 | -31.45% | $191.75 | $289.96 |
| BLK · Blackrock Inc. | 1.85 | New | 220,200 | $946.48 | $208,414,895 | $1084.83 | +14.62% | $917.39 | $1219.94 |
| DIS · Disney Walt Co. | 1.78 | New | 2,031,665 | $98.70 | $200,525,336 | $108.02 | +9.44% | $92.19 | $124.69 |
| GS · Goldman Sachs Group Inc. | 1.74 | New | 359,360 | $546.29 | $196,314,775 | $936.48 | +71.43% | $582.50 | $984.70 |
| MSFT · Microsoft Corp. | 1.74 | New | 522,730 | $375.39 | $196,227,615 | $415.06 | +10.57% | $356.28 | $555.45 |
| RLI · Rli Corp. | 1.71 | New | 2,394,544 | $80.33 | $192,353,719 | $49.05 | -38.94% | $48.65 | $77.24 |
| MRSH · Marsh & Mclennan Cos Inc. | 1.61 | New | 743,500 | $244.03 | $181,436,306 | $163.25 | -33.10% | $162.50 | $235.78 |
| LPLA · Lpl Finl Hldgs Inc. | 1.57 | New | 539,104 | $327.14 | $176,362,483 | $303.52 | -7.22% | $281.51 | $403.58 |
| BX · Blackstone Inc. | 1.53 | New | 1,229,000 | $139.78 | $171,789,621 | $123.77 | -11.45% | $101.73 | $190.09 |
| KKR · Kkr & Co. Inc. | 1.49 | New | 1,451,800 | $115.61 | $167,842,599 | $102.52 | -11.32% | $82.67 | $153.87 |
| LOW · Lowes Cos Inc. | 1.47 | New | 708,230 | $233.23 | $165,180,482 | $229.20 | -1.73% | $210.33 | $293.06 |
| META · Meta Platforms, Inc. | 1.43 | New | 280,081 | $576.36 | $161,427,486 | $609.63 | +5.77% | $520.26 | $796.25 |
| NVO · Novo-Nordisk A S | 1.33 | New | 2,150,000 | $69.44 | $149,296,000 | $46.07 | -33.65% | $35.12 | $81.44 |
| DEO · Diageo Plc | 1.27 | New | 1,366,708 | $104.79 | $143,217,331 | $84.30 | -19.55% | $72.45 | $116.41 |
| APO · Apollo Global Mgmt Inc. | 1.23 | New | 1,012,500 | $136.94 | $138,651,750 | $133.20 | -2.73% | $99.56 | $157.28 |
| AXP · American Express Co. | 1.16 | New | 484,250 | $269.05 | $130,287,464 | $316.03 | +17.46% | $281.46 | $387.49 |
| TXN · Texas Instrs Inc. | 1.16 | New | 724,000 | $179.70 | $130,102,801 | $287.80 | +60.16% | $152.73 | $292.64 |
| MA · Mastercard Inc. | 1.01 | New | 207,540 | $548.12 | $113,756,824 | $495.48 | -9.60% | $480.50 | $601.77 |
| CAT · Caterpillar Inc. | 0.96 | New | 328,050 | $329.80 | $108,190,890 | $897.45 | +172.12% | $336.24 | $931.35 |
| 808513105 · Schwab Charles Corp. | 0.95 | New | 1,364,800 | $78.28 | $106,836,544 | — | — | — | — |
| GD · General Dynamics Corp. | 0.95 | New | 391,000 | $272.58 | $106,578,781 | $346.53 | +27.13% | $267.39 | $369.70 |
| BAM · Brookfield Asset Managmt Ltd. | 0.94 | New | 2,193,953 | $48.45 | $106,297,024 | $49.76 | +2.70% | $42.20 | $64.10 |
| JNJ · Johnson & Johnson | 0.90 | New | 610,800 | $165.84 | $101,295,073 | $221.32 | +33.45% | $146.12 | $251.71 |
| MCO · Moodys Corp. | 0.88 | New | 213,890 | $465.69 | $99,606,435 | $451.32 | -3.09% | $402.28 | $546.88 |
| GOOGL · Alphabet Inc. | 0.76 | New | 557,000 | $154.64 | $86,134,480 | $400.71 | +159.13% | $156.16 | $402.00 |
| NVR · Nvr Inc. | 0.76 | New | 11,884 | $7244.39 | $86,092,330 | $5974.07 | -17.54% | $5930.00 | $8618.28 |
| LIN · Linde Plc | 0.75 | New | 181,000 | $465.64 | $84,280,840 | $493.16 | +5.91% | $387.78 | $521.28 |
| 351858105 · Franco Nev Corp. | 0.73 | New | 525,250 | $157.56 | $82,758,390 | — | — | — | — |
| ITW · Illinois Tool Wks Inc. | 0.72 | New | 327,500 | $248.01 | $81,223,276 | $254.76 | +2.72% | $238.82 | $303.16 |
| MSCI · Msci Inc. | 0.72 | New | 142,850 | $565.50 | $80,781,675 | $585.42 | +3.52% | $501.08 | $626.28 |
| HEI · Heico Corp. New | 0.71 | New | 379,644 | $210.97 | $80,093,494 | $292.52 | +38.65% | $256.11 | $361.69 |
| ROL · Rollins Inc. | 0.70 | New | 1,462,275 | $54.03 | $79,006,720 | $53.83 | -0.37% | $52.32 | $66.14 |
| SPGI · S&P Global Inc. | 0.68 | New | 150,690 | $508.10 | $76,565,589 | $420.12 | -17.32% | $381.61 | $579.05 |
| DG · Dollar Gen Corp. New | 0.68 | New | 869,250 | $87.93 | $76,433,152 | $113.29 | +28.84% | $86.25 | $158.23 |
| ADM · Archer Daniels Midland Co. | 0.66 | New | 1,551,300 | $48.01 | $74,477,912 | $77.66 | +61.76% | $46.81 | $81.75 |
| ECL · Ecolab Inc. | 0.62 | New | 274,300 | $253.52 | $69,540,536 | $254.22 | +0.28% | $249.04 | $309.27 |
| JPM · Jpmorgan Chase & Co. | 0.55 | New | 252,550 | $245.30 | $61,950,515 | $302.10 | +23.16% | $256.00 | $337.25 |
| SBUX · Starbucks Corp. | 0.54 | New | 623,818 | $98.09 | $61,190,307 | $104.93 | +6.97% | $77.99 | $107.55 |
| CG · Carlyle Group Inc. | 0.51 | New | 1,327,000 | $43.59 | $57,843,930 | $50.63 | +16.15% | $43.19 | $69.85 |
| NSC · Norfolk Southn Corp. | 0.48 | New | 229,500 | $236.85 | $54,357,075 | $312.01 | +31.73% | $232.36 | $323.37 |
| FDS · Factset Resh Sys Inc. | 0.47 | New | 116,720 | $454.64 | $53,065,582 | $223.61 | -50.82% | $185.00 | $474.79 |
| FDX · Fedex Corp. | 0.46 | New | 213,000 | $243.78 | $51,925,140 | $378.58 | +55.30% | $214.35 | $404.03 |
| ODFL · Old Dominion Freight Line In | 0.46 | New | 313,200 | $165.45 | $51,818,940 | $198.33 | +19.87% | $126.01 | $233.79 |
| AON · Aon Plc | 0.46 | New | 129,450 | $399.09 | $51,662,202 | $312.79 | -21.62% | $304.59 | $381.00 |
| ITIC · Investors Title Co. Nc | 0.46 | New | 213,300 | $241.08 | $51,422,364 | $238.30 | -1.15% | $190.20 | $288.98 |
| TSN · Tyson Foods Inc. | 0.45 | New | 798,500 | $63.81 | $50,952,285 | $68.38 | +7.16% | $50.56 | $69.48 |
| G1151C101 · Accenture Plc Ireland | 0.44 | New | 159,400 | $312.04 | $49,739,176 | — | — | — | — |
| THG · Hanover Ins Group Inc. | 0.43 | New | 280,000 | $173.95 | $48,706,000 | $189.14 | +8.73% | $160.70 | $191.66 |
| VRSK · Verisk Analytics Inc. | 0.41 | New | 155,950 | $297.62 | $46,413,839 | $171.87 | -42.25% | $161.70 | $322.92 |
| MMM · 3m Company | 0.38 | New | 293,750 | $146.86 | $43,140,125 | $143.29 | -2.43% | $139.34 | $177.41 |
| ROK · Rockwell Automation Inc. | 0.36 | New | 154,900 | $258.38 | $40,023,062 | $453.89 | +75.67% | $298.70 | $463.49 |
| COST · Costco Wholesale Corp. | 0.33 | New | 39,150 | $945.78 | $37,027,287 | $1008.79 | +6.66% | $844.06 | $1067.08 |
| CMCSA · Comcast Corp. Cl A | 0.32 | New | 961,880 | $36.90 | $35,493,372 | $25.39 | -31.18% | $24.13 | $34.36 |
| YUM · Yum Brands Inc. | 0.32 | New | 225,451 | $157.36 | $35,476,970 | $151.95 | -3.44% | $137.33 | $169.39 |
| SHW · Sherwin Williams Co. | 0.29 | New | 94,172 | $349.19 | $32,883,921 | $316.82 | -9.27% | $301.58 | $379.65 |
| ALL · Allstate Corp. | 0.28 | New | 154,550 | $207.07 | $32,002,669 | $213.15 | +2.94% | $188.08 | $222.23 |
| RTX · Rtx Corp. | 0.26 | New | 224,000 | $132.46 | $29,671,040 | $176.09 | +32.94% | $127.39 | $214.50 |
| TROW · Price T Rowe Group Inc. | 0.26 | New | 314,000 | $91.87 | $28,847,181 | $105.33 | +14.65% | $85.22 | $118.22 |
| NKE · Nike Inc. | 0.25 | New | 445,400 | $63.48 | $28,273,992 | $44.14 | -30.47% | $42.09 | $80.17 |
| BF-A · Brown Forman Corp. | 0.25 | New | 843,000 | $33.47 | $28,215,210 | $28.36 | -15.27% | $23.01 | $35.96 |
| HGTY · Hagerty Inc. | 0.25 | New | 3,108,000 | $9.04 | $28,096,320 | $10.06 | +11.28% | $8.81 | $14.00 |
| LMT · Lockheed Martin Corp. | 0.24 | New | 61,463 | $446.71 | $27,456,137 | $506.51 | +13.39% | $410.11 | $692.00 |
| PAYX · Paychex Inc. | 0.21 | New | 150,000 | $154.28 | $23,142,000 | $93.93 | -39.12% | $85.45 | $161.24 |
| TMO · Thermo Fisher Scientific Inc. | 0.20 | New | 45,000 | $497.60 | $22,392,000 | $465.00 | -6.55% | $385.46 | $643.99 |
| ABNB · Airbnb Inc. | 0.19 | New | 183,820 | $119.46 | $21,959,137 | $141.49 | +18.44% | $110.81 | $147.25 |
| HCA · Hca Healthcare Inc. | 0.19 | New | 62,001 | $345.55 | $21,424,446 | $435.19 | +25.94% | $330.00 | $556.52 |
| CSCO · Cisco Sys Inc. | 0.19 | New | 342,000 | $61.71 | $21,104,820 | $96.57 | +56.49% | $60.85 | $97.02 |
| 907818108 · Union Pac Corp. | 0.18 | New | 85,778 | $236.24 | $20,264,195 | — | — | — | — |
| FERG · Ferguson Enterprises | 0.18 | New | 123,000 | $160.23 | $19,708,290 | $241.34 | +50.62% | $173.53 | $271.64 |
| URI · United Rentals Inc. | 0.17 | New | 31,150 | $626.70 | $19,521,705 | $937.00 | +49.51% | $681.98 | $1021.47 |
| APD · Air Prods & Chems Inc. | 0.17 | New | 65,000 | $294.92 | $19,169,800 | $295.41 | +0.17% | $229.11 | $307.29 |
| PM · Philip Morris Intl Inc. | 0.16 | New | 114,500 | $158.73 | $18,174,585 | $170.99 | +7.72% | $142.11 | $191.30 |
| EFX · Equifax Inc. | 0.16 | New | 72,850 | $243.56 | $17,743,346 | $175.83 | -27.81% | $166.02 | $281.03 |
| CCK · Crown Hldgs Inc. | 0.15 | New | 189,500 | $89.26 | $16,914,770 | $101.19 | +13.37% | $89.21 | $116.62 |
| RNR · Renaissancere Hldgs Ltd. | 0.15 | New | 70,000 | $240.00 | $16,800,000 | $300.16 | +25.07% | $231.17 | $318.20 |
| COF · Capital One Financial | 0.14 | New | 91,000 | $179.30 | $16,316,300 | $189.48 | +5.68% | $174.98 | $259.64 |
| BF-A · Brown Forman Corp. | 0.14 | New | 474,187 | $33.94 | $16,093,908 | $28.36 | -16.44% | $23.01 | $35.96 |
| LAMR · Lamar Advertising Co. New | 0.14 | New | 137,000 | $113.78 | $15,587,860 | $157.93 | +38.80% | $113.05 | $158.69 |
| CHH · Choice Hotels Intl Inc. | 0.14 | New | 115,500 | $132.78 | $15,336,090 | — | — | — | — |
| CARR · Carrier Global Corporation | 0.13 | New | 235,000 | $63.40 | $14,899,000 | $66.83 | +5.41% | $50.24 | $81.09 |
| WFC · Wells Fargo Co. New | 0.13 | New | 204,450 | $71.79 | $14,677,466 | $75.64 | +5.36% | $71.90 | $97.76 |
| UNH · Unitedhealth Group Inc. | 0.13 | New | 28,014 | $523.75 | $14,672,334 | $379.98 | -27.45% | $234.60 | $387.21 |
| PEP · Pepsico Inc. | 0.13 | New | 96,210 | $149.94 | $14,425,727 | $154.62 | +3.12% | $127.60 | $171.48 |
| SPOT · Spotify Technology S A | 0.13 | New | 25,900 | $550.03 | $14,245,777 | $417.83 | -24.04% | $405.00 | $785.00 |
| TGT · Target Corp. | 0.12 | New | 133,000 | $104.36 | $13,879,880 | $125.25 | +20.02% | $83.44 | $133.10 |
| 784117103 · Sei Invts Co. | 0.12 | New | 173,200 | $77.63 | $13,445,516 | — | — | — | — |
| MAR · Marriott Intl Inc. New | 0.11 | New | 52,000 | $238.20 | $12,386,400 | $353.18 | +48.27% | $253.56 | $380.00 |
| GPK · Graphic Packaging Hldg Co. | 0.11 | New | 461,225 | $25.96 | $11,973,401 | $10.63 | -59.05% | $8.79 | $23.76 |
| OTIS · Otis Worldwide Corp. | 0.11 | New | 114,620 | $103.20 | $11,828,784 | $74.82 | -27.50% | $74.62 | $101.42 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
10 sectors represented
Whales with similar holdings to Tom Gayner
Ranked by number of overlapping positions in current portfolios
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★ WatchlistData from SEC EDGAR · whalstreet.com