Tom Gayner · Markel Group Inc.
| Period: | Q2 2025 |
| Portfolio date: | Jun 30, 2025 |
| No. of stocks: | 137 |
| Portfolio value: | $11.8B |
Viewing historical Q2 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 | 6.86 | 1,114 | $728800.00 | $811,883,200 | $717387.00 | -1.57% | $685150.00 | $779853.00 | |
| BRK-B · Berkshire Hathaway Inc. Del | 6.29 | 1,531,971 | $485.77 | $744,185,552 | $475.94 | -2.02% | $455.19 | $520.30 | |
| BN · Brookfield Corp. | 4.56 | 8,715,741 | $61.85 | $539,068,582 | $47.08 | -23.88% | $37.54 | $49.57 | |
| GOOG · Alphabet Inc. | 4.12 | 2,749,860 | $177.39 | $487,797,665 | $400.71 | +125.89% | $156.16 | $402.00 | |
| DE · Deere & Co. | 3.77 | Add 0.02% | 877,900 | $508.49 | $446,403,372 | $574.84 | +13.05% | $433.00 | $674.19 |
| AMZN · Amazon Com Inc. | 3.77 | 2,030,760 | $219.39 | $445,528,436 | $272.68 | +24.29% | $196.00 | $278.56 | |
| V · Visa, Inc. | 3.00 | 999,285 | $355.05 | $354,796,140 | $318.79 | -10.21% | $293.89 | $375.51 | |
| HD · Home Depot Inc. | 2.85 | 920,000 | $366.64 | $337,308,800 | $317.45 | -13.42% | $310.40 | $426.75 | |
| ADI · Analog Devices Inc. | 2.35 | 1,167,671 | $238.02 | $277,929,053 | $416.52 | +74.99% | $206.00 | $418.75 | |
| MSFT · Microsoft Corp. | 2.22 | Add 0.91% | 527,480 | $497.41 | $262,373,826 | $415.06 | -16.56% | $356.28 | $555.45 |
| GS · Goldman Sachs Group Inc. | 2.15 | 359,360 | $707.75 | $254,337,042 | $936.48 | +32.32% | $582.50 | $984.70 | |
| DIS · Disney Walt Co. | 2.13 | 2,031,665 | $124.01 | $251,946,778 | $108.02 | -12.89% | $92.19 | $124.69 | |
| AAPL · Apple Inc. | 2.13 | 1,227,290 | $205.17 | $251,803,090 | $293.26 | +42.93% | $193.46 | $294.76 | |
| WSO · Watsco Inc. | 2.11 | Reduce 4.29% | 565,169 | $441.62 | $249,589,933 | $420.60 | -4.76% | $323.05 | $496.25 |
| BLK · Blackrock Inc. | 1.95 | 220,200 | $1049.25 | $231,044,851 | $1084.83 | +3.39% | $917.39 | $1219.94 | |
| META · Meta Platforms, Inc. | 1.75 | Add 0.07% | 280,281 | $738.09 | $206,872,603 | $609.63 | -17.40% | $520.26 | $796.25 |
| LPLA · Lpl Finl Hldgs Inc. | 1.73 | Add 1.02% | 544,604 | $374.97 | $204,210,161 | $303.52 | -19.05% | $281.51 | $403.58 |
| PGR · Progressive Corp. | 1.70 | 753,750 | $266.86 | $201,145,726 | $194.00 | -27.30% | $191.75 | $289.96 | |
| KKR · Kkr & Co. Inc. | 1.63 | 1,451,800 | $133.03 | $193,132,954 | $102.52 | -22.93% | $82.67 | $153.87 | |
| BX · Blackstone Inc. | 1.55 | 1,229,000 | $149.58 | $183,833,821 | $123.77 | -17.25% | $101.73 | $190.09 | |
| RLI · Rli Corp. | 1.46 | 2,394,544 | $72.22 | $172,933,967 | $49.05 | -32.08% | $48.65 | $77.24 | |
| MRSH · Marsh & Mclennan Cos Inc. | 1.38 | Add 0.71% | 748,750 | $218.64 | $163,706,700 | $163.25 | -25.33% | $162.50 | $235.78 |
| LOW · Lowes Cos Inc. | 1.35 | Add 1.27% | 717,230 | $221.87 | $159,131,820 | $229.20 | +3.30% | $210.33 | $293.06 |
| NVO · Novo-Nordisk A S | 1.32 | Add 5.05% | 2,258,588 | $69.02 | $155,887,745 | $46.07 | -33.25% | $35.12 | $81.44 |
| AXP · American Express Co. | 1.31 | 484,250 | $318.98 | $154,466,065 | $316.03 | -0.92% | $281.46 | $387.49 | |
| TXN · Texas Instrs Inc. | 1.27 | 724,000 | $207.62 | $150,316,880 | $287.80 | +38.62% | $152.73 | $292.64 | |
| APO · Apollo Global Mgmt Inc. | 1.21 | 1,012,500 | $141.87 | $143,643,375 | $133.20 | -6.11% | $99.56 | $157.28 | |
| DEO · Diageo Plc | 1.17 | 1,366,708 | $100.84 | $137,818,835 | $84.30 | -16.40% | $72.45 | $116.41 | |
| CAT · Caterpillar Inc. | 1.08 | Add 0.18% | 328,650 | $388.21 | $127,585,217 | $897.45 | +131.18% | $336.24 | $931.35 |
| 808513105 · Schwab Charles Corp. | 1.05 | 1,364,800 | $91.24 | $124,524,351 | — | — | — | — | |
| BAM · Brookfield Asset Managmt Ltd. | 1.03 | 2,193,953 | $55.28 | $121,281,722 | $49.76 | -9.99% | $42.20 | $64.10 | |
| MA · Mastercard Inc. | 0.99 | 207,540 | $561.94 | $116,625,028 | $495.48 | -11.83% | $480.50 | $601.77 | |
| GD · General Dynamics Corp. | 0.96 | 391,000 | $291.66 | $114,039,060 | $346.53 | +18.81% | $267.39 | $369.70 | |
| MCO · Moodys Corp. | 0.91 | 213,890 | $501.59 | $107,285,086 | $451.32 | -10.02% | $402.28 | $546.88 | |
| GOOGL · Alphabet Inc. | 0.85 | Add 2.69% | 572,000 | $176.23 | $100,803,560 | $400.71 | +127.38% | $156.16 | $402.00 |
| DG · Dollar Gen Corp. New | 0.84 | 869,250 | $114.38 | $99,424,814 | $113.29 | -0.95% | $86.25 | $158.23 | |
| HEI · Heico Corp. New | 0.83 | 379,644 | $258.75 | $98,232,886 | $292.52 | +13.05% | $256.11 | $361.69 | |
| 351858105 · Franco Nev Corp. | 0.79 | Add 8.42% | 569,500 | $163.92 | $93,352,440 | — | — | — | — |
| JNJ · Johnson & Johnson | 0.79 | 610,800 | $152.75 | $93,299,700 | $221.32 | +44.89% | $146.12 | $251.71 | |
| NVR · Nvr Inc. | 0.74 | Add 0.11% | 11,897 | $7385.66 | $87,867,198 | $5974.07 | -19.11% | $5930.00 | $8618.28 |
| LIN · Linde Plc | 0.74 | Add 3.09% | 186,600 | $469.18 | $87,548,988 | $493.16 | +5.11% | $387.78 | $521.28 |
| ADM · Archer Daniels Midland Co. | 0.70 | Add 1.45% | 1,573,800 | $52.78 | $83,065,165 | $77.66 | +47.14% | $46.81 | $81.75 |
| ROL · Rollins Inc. | 0.70 | Add 0.48% | 1,469,275 | $56.42 | $82,896,497 | $53.83 | -4.59% | $52.32 | $66.14 |
| MSCI · Msci Inc. | 0.70 | 142,850 | $576.74 | $82,387,309 | $585.42 | +1.51% | $501.08 | $626.28 | |
| ITW · Illinois Tool Wks Inc. | 0.68 | 327,500 | $247.25 | $80,974,377 | $254.76 | +3.04% | $238.82 | $303.16 | |
| SPGI · S&P Global Inc. | 0.67 | 150,690 | $527.29 | $79,457,331 | $420.12 | -20.32% | $381.61 | $579.05 | |
| ECL · Ecolab Inc. | 0.62 | 274,300 | $269.44 | $73,907,392 | $254.22 | -5.65% | $249.04 | $309.27 | |
| JPM · Jpmorgan Chase & Co. | 0.62 | 252,550 | $289.91 | $73,216,771 | $302.10 | +4.20% | $256.00 | $337.25 | |
| CG · Carlyle Group Inc. | 0.58 | 1,327,000 | $51.40 | $68,207,800 | $50.63 | -1.50% | $43.19 | $69.85 | |
| NSC · Norfolk Southn Corp. | 0.51 | Add 3.05% | 236,500 | $255.97 | $60,536,905 | $312.01 | +21.89% | $232.36 | $323.37 |
| SBUX · Starbucks Corp. | 0.48 | 623,818 | $91.63 | $57,160,443 | $104.93 | +14.51% | $77.99 | $107.55 | |
| ODFL · Old Dominion Freight Line In | 0.47 | Add 9.34% | 342,450 | $162.30 | $55,579,635 | $198.33 | +22.20% | $126.01 | $233.79 |
| FDS · Factset Resh Sys Inc. | 0.44 | 116,720 | $447.28 | $52,206,522 | $223.61 | -50.01% | $185.00 | $474.79 | |
| ROK · Rockwell Automation Inc. | 0.44 | 154,900 | $332.17 | $51,453,133 | $453.89 | +36.64% | $298.70 | $463.49 | |
| VRSK · Verisk Analytics Inc. | 0.41 | 155,950 | $311.50 | $48,578,425 | $171.87 | -44.83% | $161.70 | $322.92 | |
| FDX · Fedex Corp. | 0.41 | 213,000 | $227.31 | $48,417,030 | $378.58 | +66.55% | $214.35 | $404.03 | |
| THG · Hanover Ins Group Inc. | 0.40 | Add 0.36% | 281,000 | $169.87 | $47,733,470 | $189.14 | +11.34% | $160.70 | $191.66 |
| G1151C101 · Accenture Plc Ireland | 0.40 | 159,400 | $298.89 | $47,643,066 | — | — | — | — | |
| AON · Aon Plc | 0.39 | Add 0.27% | 129,800 | $356.76 | $46,307,448 | $312.79 | -12.32% | $304.59 | $381.00 |
| TSN · Tyson Foods Inc. | 0.39 | Add 2.19% | 816,000 | $55.94 | $45,647,040 | $68.38 | +22.24% | $50.56 | $69.48 |
| ITIC · Investors Title Co. Nc | 0.38 | 213,300 | $211.30 | $45,070,290 | $238.30 | +12.78% | $190.20 | $288.98 | |
| COST · Costco Wholesale Corp. | 0.33 | 39,150 | $989.94 | $38,756,151 | $1008.79 | +1.90% | $844.06 | $1067.08 | |
| CMCSA · Comcast Corp. Cl A | 0.29 | 961,880 | $35.69 | $34,329,497 | $25.39 | -28.85% | $24.13 | $34.36 | |
| YUM · Yum Brands Inc. | 0.28 | Add 0.44% | 226,451 | $148.18 | $33,555,509 | $151.95 | +2.54% | $137.33 | $169.39 |
| RTX · Rtx Corp. | 0.28 | 224,000 | $146.02 | $32,708,480 | $176.09 | +20.59% | $127.39 | $214.50 | |
| SHW · Sherwin Williams Co. | 0.27 | 94,172 | $343.36 | $32,334,898 | $316.82 | -7.73% | $301.58 | $379.65 | |
| NKE · Nike Inc. | 0.27 | Add 0.45% | 447,400 | $71.04 | $31,783,296 | $44.14 | -37.87% | $42.09 | $80.17 |
| HGTY · Hagerty Inc. | 0.27 | 3,108,000 | $10.11 | $31,421,880 | $10.06 | -0.49% | $8.81 | $14.00 | |
| ALL · Allstate Corp. | 0.26 | 154,550 | $201.31 | $31,112,461 | $213.15 | +5.88% | $188.08 | $222.23 | |
| TROW · Price T Rowe Group Inc. | 0.26 | 314,000 | $96.50 | $30,301,000 | $105.33 | +9.15% | $85.22 | $118.22 | |
| FERG · Ferguson Enterprises | 0.25 | Add 9.35% | 134,500 | $217.75 | $29,287,375 | $241.34 | +10.83% | $173.53 | $271.64 |
| LMT · Lockheed Martin Corp. | 0.24 | Add 1.30% | 62,263 | $463.14 | $28,836,486 | $506.51 | +9.36% | $410.11 | $692.00 |
| ABNB · Airbnb Inc. | 0.24 | Add 15.33% | 212,003 | $132.34 | $28,056,478 | $141.49 | +6.91% | $110.81 | $147.25 |
| HCA · Hca Healthcare Inc. | 0.22 | Add 11.23% | 68,963 | $383.10 | $26,419,726 | $435.19 | +13.60% | $330.00 | $556.52 |
| CSCO · Cisco Sys Inc. | 0.21 | Add 2.19% | 349,500 | $69.38 | $24,248,310 | $96.57 | +39.19% | $60.85 | $97.02 |
| URI · United Rentals Inc. | 0.20 | 31,150 | $753.40 | $23,468,410 | $937.00 | +24.37% | $681.98 | $1021.47 | |
| BF-A · Brown Forman Corp. | 0.20 | 843,000 | $27.47 | $23,157,210 | $28.36 | +3.24% | $23.01 | $35.96 | |
| 907818108 · Union Pac Corp. | 0.19 | Add 13.41% | 97,278 | $230.08 | $22,381,722 | — | — | — | — |
| PAYX · Paychex Inc. | 0.18 | 150,000 | $145.46 | $21,819,000 | $93.93 | -35.43% | $85.45 | $161.24 | |
| PM · Philip Morris Intl Inc. | 0.18 | 114,500 | $182.13 | $20,853,885 | $170.99 | -6.12% | $142.11 | $191.30 | |
| TMO · Thermo Fisher Scientific Inc. | 0.17 | Add 10.11% | 49,550 | $405.46 | $20,090,543 | $465.00 | +14.68% | $385.46 | $643.99 |
| SPOT · Spotify Technology S A | 0.17 | 25,900 | $767.34 | $19,874,106 | $417.83 | -45.55% | $405.00 | $785.00 | |
| CCK · Crown Hldgs Inc. | 0.16 | 189,500 | $102.98 | $19,514,710 | $101.19 | -1.74% | $89.21 | $116.62 | |
| COF · Capital One Financial | 0.16 | 91,000 | $212.76 | $19,361,160 | $189.48 | -10.94% | $174.98 | $259.64 | |
| LAMR · Lamar Advertising Co. New | 0.16 | Add 15.33% | 158,000 | $121.36 | $19,174,880 | $157.93 | +30.13% | $113.05 | $158.69 |
| EFX · Equifax Inc. | 0.16 | 72,850 | $259.37 | $18,895,105 | $175.83 | -32.21% | $166.02 | $281.03 | |
| APD · Air Prods & Chems Inc. | 0.16 | 65,000 | $282.06 | $18,333,900 | $295.41 | +4.73% | $229.11 | $307.29 | |
| MMM · 3m Company | 0.15 | Reduce 59.74% | 118,250 | $152.24 | $18,002,380 | $143.29 | -5.88% | $139.34 | $177.41 |
| CARR · Carrier Global Corporation | 0.15 | 235,000 | $73.19 | $17,199,650 | $66.83 | -8.69% | $50.24 | $81.09 | |
| RNR · Renaissancere Hldgs Ltd. | 0.14 | 70,000 | $242.90 | $17,003,000 | $300.16 | +23.57% | $231.17 | $318.20 | |
| MAR · Marriott Intl Inc. New | 0.14 | Add 15.87% | 60,250 | $273.21 | $16,460,903 | $353.18 | +29.27% | $253.56 | $380.00 |
| WFC · Wells Fargo Co. New | 0.14 | 204,450 | $80.12 | $16,380,534 | $75.64 | -5.59% | $71.90 | $97.76 | |
| 784117103 · Sei Invts Co. | 0.13 | 173,200 | $89.86 | $15,563,752 | — | — | — | — | |
| CHH · Choice Hotels Intl Inc. | 0.12 | 115,500 | $126.88 | $14,654,640 | — | — | — | — | |
| TGT · Target Corp. | 0.11 | 133,000 | $98.65 | $13,120,450 | $125.25 | +26.96% | $83.44 | $133.10 | |
| BF-A · Brown Forman Corp. | 0.11 | 474,187 | $26.91 | $12,760,372 | $28.36 | +5.39% | $23.01 | $35.96 | |
| PEP · Pepsico Inc. | 0.11 | 96,210 | $132.04 | $12,703,568 | $154.62 | +17.10% | $127.60 | $171.48 | |
| SHOP · Shopify Inc. | 0.10 | 102,750 | $115.35 | $11,852,213 | $110.50 | -4.20% | $99.01 | $182.19 | |
| UBER · Uber Technologies Inc. | 0.10 | Add 1.23% | 123,500 | $93.30 | $11,522,550 | $75.45 | -19.13% | $68.46 | $101.99 |
| OTIS · Otis Worldwide Corp. | 0.10 | 114,620 | $99.02 | $11,349,672 | $74.82 | -24.44% | $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