Tom Gayner · Markel Group Inc.
| Period: | Q1 2026 |
| Portfolio date: | Mar 31, 2026 |
| No. of stocks: | 129 |
| Portfolio value: | $11.9B |
| 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 | 6.70 | 1,114 | $718140.00 | $800,007,960 | $717387.00 | -0.10% | $685150.00 | $779853.00 | |
| GOOG · Alphabet Inc. | 6.61 | 2,749,860 | $286.86 | $788,824,840 | $400.71 | +39.69% | $156.16 | $402.00 | |
| BRK-B · Berkshire Hathaway Inc. Del | 6.15 | 1,531,971 | $479.20 | $734,120,503 | $475.94 | -0.68% | $455.19 | $520.30 | |
| BN · Brookfield Corp. | 4.43 | 13,073,609 | $40.47 | $529,088,957 | $47.08 | +16.33% | $37.54 | $49.57 | |
| DE · Deere & Co. | 4.14 | 877,900 | $563.30 | $494,521,070 | $574.84 | +2.05% | $433.00 | $674.19 | |
| AMZN · Amazon Com Inc. | 3.54 | 2,030,760 | $208.27 | $422,946,385 | $272.68 | +30.93% | $196.00 | $278.56 | |
| ADI · Analog Devices Inc. | 2.73 | 1,023,245 | $318.14 | $325,535,164 | $416.52 | +30.92% | $206.00 | $418.75 | |
| AAPL · Apple Inc. | 2.61 | 1,227,290 | $253.79 | $311,473,930 | $293.26 | +15.55% | $193.46 | $294.76 | |
| GS · Goldman Sachs Group Inc. | 2.55 | 359,360 | $845.99 | $304,014,965 | $936.48 | +10.70% | $582.50 | $984.70 | |
| V · Visa, Inc. | 2.54 | Add 0.50% | 1,004,331 | $302.24 | $303,549,001 | $318.79 | +5.48% | $293.89 | $375.51 |
| HD · Home Depot Inc. | 2.53 | 920,000 | $328.89 | $302,578,801 | $317.45 | -3.48% | $310.40 | $426.75 | |
| CAT · Caterpillar Inc. | 1.95 | 328,650 | $708.46 | $232,835,379 | $897.45 | +26.68% | $336.24 | $931.35 | |
| WSO · Watsco Inc. | 1.77 | Add 0.78% | 582,169 | $363.79 | $211,787,262 | $420.60 | +15.62% | $323.05 | $496.25 |
| BLK · Blackrock Inc. | 1.77 | 220,200 | $961.71 | $211,768,543 | $1084.83 | +12.80% | $917.39 | $1219.94 | |
| MSFT · Microsoft Corp. | 1.67 | Add 0.36% | 537,630 | $370.17 | $199,014,496 | $415.06 | +12.13% | $356.28 | $555.45 |
| DIS · Disney Walt Co. | 1.64 | 2,031,665 | $96.38 | $195,811,874 | $108.02 | +12.08% | $92.19 | $124.69 | |
| 351858105 · Franco Nev Corp. | 1.47 | Add 3.66% | 708,500 | $247.05 | $175,034,926 | — | — | — | — |
| LOW · Lowes Cos Inc. | 1.46 | Add 0.54% | 738,480 | $236.28 | $174,488,053 | $229.20 | -3.00% | $210.33 | $293.06 |
| LPLA · Lpl Finl Hldgs Inc. | 1.41 | 559,951 | $300.83 | $168,450,059 | $303.52 | +0.89% | $281.51 | $403.58 | |
| GOOGL · Alphabet Inc. | 1.38 | 572,000 | $287.56 | $164,484,320 | $400.71 | +39.35% | $156.16 | $402.00 | |
| PGR · Progressive Corp. | 1.25 | 753,750 | $198.24 | $149,423,400 | $194.00 | -2.14% | $191.75 | $289.96 | |
| JNJ · Johnson & Johnson | 1.25 | 610,800 | $244.44 | $149,303,952 | $221.32 | -9.46% | $146.12 | $251.71 | |
| AXP · American Express Co. | 1.24 | Add 0.40% | 490,450 | $302.48 | $148,351,316 | $316.03 | +4.48% | $281.46 | $387.49 |
| META · Meta Platforms, Inc. | 1.19 | 248,303 | $572.13 | $142,061,595 | $609.63 | +6.55% | $520.26 | $796.25 | |
| BX · Blackstone Inc. | 1.18 | 1,229,000 | $114.99 | $141,322,710 | $123.77 | +7.64% | $101.73 | $190.09 | |
| TXN · Texas Instrs Inc. | 1.18 | 724,000 | $194.14 | $140,557,359 | $287.80 | +48.24% | $152.73 | $292.64 | |
| RLI · Rli Corp. | 1.14 | 2,394,544 | $57.04 | $136,584,790 | $49.05 | -14.01% | $48.65 | $77.24 | |
| KKR · Kkr & Co. Inc. | 1.12 | 1,451,800 | $92.50 | $134,291,502 | $102.52 | +10.83% | $82.67 | $153.87 | |
| GD · General Dynamics Corp. | 1.12 | 391,000 | $343.22 | $134,199,019 | $346.53 | +0.96% | $267.39 | $369.70 | |
| MRSH · Marsh & Mclennan Cos Inc. | 1.11 | Add 0.23% | 763,500 | $173.45 | $132,429,077 | $163.25 | -5.88% | $162.50 | $235.78 |
| 808513105 · Schwab Charles Corp. | 1.09 | Add 0.58% | 1,383,800 | $93.98 | $130,049,523 | — | — | — | — |
| APO · Apollo Global Mgmt Inc. | 0.94 | 1,012,500 | $111.42 | $112,812,750 | $133.20 | +19.55% | $99.56 | $157.28 | |
| ADM · Archer Daniels Midland Co. | 0.92 | 1,505,800 | $72.69 | $109,456,602 | $77.66 | +6.84% | $46.81 | $81.75 | |
| NVO · Novo-Nordisk A S | 0.88 | 2,869,774 | $36.75 | $105,464,196 | $46.07 | +25.36% | $35.12 | $81.44 | |
| MA · Mastercard Inc. | 0.87 | 207,540 | $499.66 | $103,699,436 | $495.48 | -0.84% | $480.50 | $601.77 | |
| DG · Dollar Gen Corp. New | 0.86 | 869,250 | $118.73 | $103,206,052 | $113.29 | -4.58% | $86.25 | $158.23 | |
| DEO · Diageo Plc | 0.86 | Add 0.04% | 1,372,208 | $74.45 | $102,160,886 | $84.30 | +13.23% | $72.45 | $116.41 |
| LIN · Linde Plc | 0.85 | Add 2.25% | 204,600 | $495.76 | $101,432,496 | $493.16 | -0.52% | $387.78 | $521.28 |
| BAM · Brookfield Asset Managmt Ltd. | 0.82 | 2,193,953 | $44.45 | $97,521,212 | $49.76 | +11.95% | $42.20 | $64.10 | |
| MCO · Moodys Corp. | 0.78 | 213,890 | $436.25 | $93,309,514 | $451.32 | +3.45% | $402.28 | $546.88 | |
| ITW · Illinois Tool Wks Inc. | 0.71 | 327,500 | $260.29 | $85,244,976 | $254.76 | -2.12% | $238.82 | $303.16 | |
| ODFL · Old Dominion Freight Line In | 0.70 | Add 1.78% | 429,150 | $195.40 | $83,855,910 | $198.33 | +1.50% | $126.01 | $233.79 |
| NSC · Norfolk Southn Corp. | 0.68 | Add 3.29% | 282,500 | $287.00 | $81,077,500 | $312.01 | +8.71% | $232.36 | $323.37 |
| HEI · Heico Corp. New | 0.67 | 379,644 | $211.09 | $80,139,052 | $292.52 | +38.58% | $256.11 | $361.69 | |
| ROL · Rollins Inc. | 0.67 | Add 0.60% | 1,498,025 | $53.41 | $80,009,516 | $53.83 | +0.79% | $52.32 | $66.14 |
| NVR · Nvr Inc. | 0.67 | Add 0.67% | 12,087 | $6589.83 | $79,651,275 | $5974.07 | -9.34% | $5930.00 | $8618.28 |
| MSCI · Msci Inc. | 0.64 | 142,850 | $539.01 | $76,997,578 | $585.42 | +8.61% | $501.08 | $626.28 | |
| JPM · Jpmorgan Chase & Co. | 0.62 | 252,550 | $294.16 | $74,290,108 | $302.10 | +2.70% | $256.00 | $337.25 | |
| ECL · Ecolab Inc. | 0.61 | 274,300 | $266.02 | $72,969,286 | $254.22 | -4.44% | $249.04 | $309.27 | |
| CG · Carlyle Group Inc. | 0.54 | 1,327,000 | $48.39 | $64,213,530 | $50.63 | +4.63% | $43.19 | $69.85 | |
| SUNB · Sunbelt Rentals Holdings Inc. | 0.53 | New | 963,361 | $65.09 | $62,705,167 | $73.21 | +12.48% | $61.03 | $78.05 |
| TSN · Tyson Foods Inc. | 0.48 | Add 0.57% | 889,500 | $64.07 | $56,990,265 | $68.38 | +6.73% | $50.56 | $69.48 |
| SBUX · Starbucks Corp. | 0.47 | 623,818 | $89.59 | $55,887,855 | $104.93 | +17.12% | $77.99 | $107.55 | |
| ROK · Rockwell Automation Inc. | 0.47 | 154,900 | $358.88 | $55,590,512 | $453.89 | +26.47% | $298.70 | $463.49 | |
| SPGI · S&P Global Inc. | 0.42 | Reduce 21.90% | 117,690 | $425.34 | $50,058,265 | $420.12 | -1.23% | $381.61 | $579.05 |
| THG · Hanover Ins Group Inc. | 0.41 | 281,000 | $173.35 | $48,711,350 | $189.14 | +9.11% | $160.70 | $191.66 | |
| ITIC · Investors Title Co. Nc | 0.39 | 213,300 | $217.34 | $46,358,621 | $238.30 | +9.64% | $190.20 | $288.98 | |
| AON · Aon Plc | 0.37 | Add 1.31% | 135,800 | $322.78 | $43,833,524 | $312.79 | -3.09% | $304.59 | $381.00 |
| RTX · Rtx Corp. | 0.36 | 224,000 | $192.90 | $43,209,600 | $176.09 | -8.71% | $127.39 | $214.50 | |
| FERG · Ferguson Enterprises | 0.33 | Add 4.40% | 170,700 | $233.26 | $39,817,482 | $241.34 | +3.46% | $173.53 | $271.64 |
| LMT · Lockheed Martin Corp. | 0.33 | Add 1.09% | 65,213 | $604.39 | $39,414,086 | $506.51 | -16.19% | $410.11 | $692.00 |
| COST · Costco Wholesale Corp. | 0.33 | 39,150 | $996.43 | $39,010,235 | $1008.79 | +1.24% | $844.06 | $1067.08 | |
| HCA · Hca Healthcare Inc. | 0.33 | Add 2.17% | 82,430 | $473.24 | $39,009,174 | $435.19 | -8.04% | $330.00 | $556.52 |
| YUM · Yum Brands Inc. | 0.32 | Add 8.29% | 245,213 | $155.48 | $38,125,718 | $151.95 | -2.27% | $137.33 | $169.39 |
| 907818108 · Union Pac Corp. | 0.31 | Add 6.37% | 150,278 | $242.62 | $36,460,448 | — | — | — | — |
| TMO · Thermo Fisher Scientific Inc. | 0.28 | Add 6.85% | 67,100 | $491.53 | $32,981,664 | $465.00 | -5.40% | $385.46 | $643.99 |
| HGTY · Hagerty Inc. | 0.27 | 3,108,000 | $10.53 | $32,727,240 | $10.06 | -4.46% | $8.81 | $14.00 | |
| ALL · Allstate Corp. | 0.27 | 154,550 | $207.34 | $32,044,397 | $213.15 | +2.80% | $188.08 | $222.23 | |
| G1151C101 · Accenture Plc Ireland | 0.26 | 159,400 | $198.29 | $31,607,425 | — | — | — | — | |
| MAR · Marriott Intl Inc. New | 0.26 | Add 4.46% | 93,750 | $327.07 | $30,662,813 | $353.18 | +7.98% | $253.56 | $380.00 |
| ABNB · Airbnb Inc. | 0.26 | Add 0.87% | 242,389 | $126.28 | $30,608,884 | $141.49 | +12.04% | $110.81 | $147.25 |
| SHW · Sherwin Williams Co. | 0.25 | 94,172 | $320.55 | $30,186,834 | $316.82 | -1.16% | $301.58 | $379.65 | |
| VRSK · Verisk Analytics Inc. | 0.25 | 155,950 | $189.75 | $29,591,513 | $171.87 | -9.42% | $161.70 | $322.92 | |
| FDS · Factset Resh Sys Inc. | 0.25 | Add 11.08% | 135,376 | $216.99 | $29,375,238 | $223.61 | +3.05% | $185.00 | $474.79 |
| TROW · Price T Rowe Group Inc. | 0.24 | 314,000 | $90.14 | $28,303,960 | $105.33 | +16.85% | $85.22 | $118.22 | |
| CMCSA · Comcast Corp. Cl A | 0.23 | 961,880 | $28.71 | $27,615,574 | $25.39 | -11.55% | $24.13 | $34.36 | |
| CSCO · Cisco Sys Inc. | 0.23 | 355,500 | $77.59 | $27,583,245 | $96.57 | +24.46% | $60.85 | $97.02 | |
| LAMR · Lamar Advertising Co. New | 0.20 | Add 4.32% | 193,000 | $126.66 | $24,445,380 | $157.93 | +24.69% | $113.05 | $158.69 |
| NKE · Nike Inc. | 0.20 | 447,400 | $52.82 | $23,631,668 | $44.14 | -16.43% | $42.09 | $80.17 | |
| URI · United Rentals Inc. | 0.19 | 31,150 | $728.56 | $22,694,644 | $937.00 | +28.61% | $681.98 | $1021.47 | |
| BF-A · Brown Forman Corp. | 0.19 | 843,000 | $26.79 | $22,583,969 | $28.36 | +5.86% | $23.01 | $35.96 | |
| CCK · Crown Hldgs Inc. | 0.18 | Add 3.77% | 220,000 | $100.25 | $22,055,000 | $101.19 | +0.94% | $89.21 | $116.62 |
| APD · Air Prods & Chems Inc. | 0.18 | Add 5.59% | 75,500 | $290.49 | $21,931,995 | $295.41 | +1.69% | $229.11 | $307.29 |
| CSX · Csx Corp. | 0.18 | Add 20.45% | 530,000 | $41.05 | $21,756,500 | $44.83 | +9.21% | $29.75 | $46.55 |
| RNR · Renaissancere Hldgs Ltd. | 0.17 | 70,000 | $297.23 | $20,806,100 | $300.16 | +0.99% | $231.17 | $318.20 | |
| PM · Philip Morris Intl Inc. | 0.16 | 114,500 | $165.34 | $18,931,431 | $170.99 | +3.42% | $142.11 | $191.30 | |
| FIX · Comfort Sys Usa Inc. | 0.15 | 13,000 | $1378.99 | $17,926,870 | $1952.37 | +41.58% | $446.78 | $2018.05 | |
| COF · Capital One Financial | 0.14 | 91,000 | $182.43 | $16,601,130 | $189.48 | +3.86% | $174.98 | $259.64 | |
| WFC · Wells Fargo Co. New | 0.14 | 204,450 | $79.61 | $16,276,265 | $75.64 | -4.99% | $71.90 | $97.76 | |
| HSY · Hershey Co. | 0.13 | Add 11.11% | 75,000 | $207.89 | $15,591,750 | $185.94 | -10.56% | $150.04 | $239.48 |
| HXL · Hexcel Corp. New | 0.13 | 189,000 | $80.93 | $15,295,770 | $95.32 | +17.78% | $50.54 | $98.26 | |
| PEP · Pepsico Inc. | 0.13 | 96,210 | $155.29 | $14,940,451 | $154.62 | -0.43% | $127.60 | $171.48 | |
| BK · Bank New York Mellon Corp. | 0.12 | Add 2.47% | 124,500 | $118.63 | $14,769,435 | $130.50 | +10.01% | $86.52 | $139.15 |
| CME · Cme Group Inc. | 0.12 | Add 8.74% | 49,750 | $295.35 | $14,693,663 | $281.25 | -4.77% | $257.17 | $329.16 |
| PAYX · Paychex Inc. | 0.12 | 150,000 | $92.12 | $13,818,000 | $93.93 | +1.96% | $85.45 | $161.24 | |
| 784117103 · Sei Invts Co. | 0.11 | 173,200 | $78.47 | $13,591,004 | — | — | — | — | |
| CARR · Carrier Global Corporation | 0.11 | 235,000 | $56.31 | $13,232,850 | $66.83 | +18.68% | $50.24 | $81.09 | |
| EFX · Equifax Inc. | 0.11 | 72,850 | $180.07 | $13,118,100 | $175.83 | -2.35% | $166.02 | $281.03 | |
| SPOT · Spotify Technology S A | 0.11 | 25,900 | $484.91 | $12,559,169 | $417.83 | -13.83% | $405.00 | $785.00 | |
| BF-A · Brown Forman Corp. | 0.11 | 474,187 | $26.44 | $12,537,504 | $28.36 | +7.26% | $23.01 | $35.96 |
* 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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