Tom Gayner
Markel Groupas of 2026 Q2· $13.13B portfolio · 130 positions
Portfolio value · last 8 quarters · $11.11B → $13.13B
Public data (SEC 13F-HR filings). A quarter-end snapshot disclosed up to ~45 days late, long U.S. equity positions only (no shorts or options) — not real-time holdings, and not investment advice.
Latest quarter holdings
| Stock | Value | Weight | QoQ |
|---|---|---|---|
| GOOG | $971.61M | 7.4% | Hold |
| BRK/A | $834.22M | 6.4% | Hold |
| BRK/B | $766.58M | 5.8% | Hold |
| DE | $556.88M | 4.2% | Hold |
| BN | $556.81M | 4.2% | Hold |
| AMZN | $484.01M | 3.7% | Hold |
| ADI | $397.04M | 3.0% | Hold |
| GS | $363.45M | 2.8% | Hold |
| AAPL | $355.13M | 2.7% | Hold |
| CAT | $349.98M | 2.7% | Hold |
| V | $347.86M | 2.6% | Hold |
| HD | $325.35M | 2.5% | Hold |
| WSO | $249.10M | 1.9% | Hold |
| TXN | $215.80M | 1.6% | Hold |
| BLK | $211.74M | 1.6% | Hold |
Source: SEC 13F-HR filings (public domain); CUSIP→ticker via OpenFIGI. Not investment advice.