Markel Corp Thomas Gayner
Top positions activity
Value History
Quarterly report: Q4 2025
Total portfolio value: $12.5B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
GOOG
|
Alphabet Inc - Class C | 862.9M 6.87% | 2.7M | = | |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 840.8M 6.7% | 1.1K | = | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 770.0M 6.13% | 1.5M | = | |
|
AMZN
|
Amazon.com Inc. | 468.7M 3.73% | 2.0M | = | |
|
DE
|
Deere & Co. | 408.7M 3.25% | 877.9K | = | |
|
V
|
Visa Inc - Class A | 350.5M 2.79% | 999.3K | = | |
|
AAPL
|
Apple Inc | 333.7M 2.65% | 1.2M | = | |
|
HD
|
Home Depot, Inc. | 316.6M 2.52% | 920.0K | = | |
|
GS
|
Goldman Sachs Group, Inc. | 315.9M 2.51% | 359.4K | = | |
|
ADI
|
Analog Devices Inc. | 277.5M 2.21% | 1.0M | -144.4K ↓12.37% | |
|
MSFT
|
Microsoft Corporation | 259.1M 2.06% | 535.7K | +3.6K ↑0.68% | |
|
BLK
|
Blackrock Inc. | 235.7M 1.87% | 220.2K | = | |
|
DIS
|
Walt Disney Co (The) | 231.1M 1.84% | 2.0M | = | |
|
LPLA
|
LPL Financial Holdings Inc | 200.0M 1.59% | 560.0K | +6.6K ↑1.20% | |
|
WSO
|
Watsco Inc. - Class A | 194.6M 1.55% | 577.7K | +12.5K ↑2.21% | |
|
BX
|
Blackstone Inc | 189.4M 1.51% | 1.2M | = | |
|
CAT
|
Caterpillar Inc. | 188.3M 1.5% | 328.6K | = | |
|
KKR
|
KKR & Co. Inc. | 185.1M 1.47% | 1.5M | = | |
|
AXP
|
American Express Co. | 180.7M 1.44% | 488.5K | +4.2K ↑0.88% | |
|
GOOGL
|
Alphabet Inc - Class A | 179.0M 1.42% | 572.0K | = | |
|
LOW
|
Lowe`s Cos., Inc. | 177.1M 1.41% | 734.5K | +7.8K ↑1.07% | |
|
PGR
|
Progressive Corp. | 171.6M 1.36% | 753.8K | = | |
|
FB
|
Meta Platforms Inc - Class A | 163.9M 1.3% | 248.3K | -32.0K ↓11.41% | |
|
RLI
|
RLI Corp. | 153.2M 1.22% | 2.4M | = | |
|
APO
|
Apollo Global Management Inc - Class A (New) | 146.6M 1.16% | 1.0M | = | |
|
NVO
|
Novo Nordisk - ADR | 146.0M 1.16% | 2.9M | +501.1K ↑21.16% | |
|
FNV
|
Franco-Nevada Corporation | 141.7M 1.12% | 683.5K | +78.0K ↑12.88% | |
|
MMC
|
Marsh & McLennan Cos., Inc. | 141.3M 1.12% | 761.8K | +6.8K ↑0.89% | |
|
SCHW
|
Charles Schwab Corp. | 137.5M 1.09% | 1.4M | +11.0K ↑0.81% | |
|
GD
|
General Dynamics Corp. | 131.6M 1.04% | 391.0K | = | |
|
JNJ
|
Johnson & Johnson | 126.4M 1% | 610.8K | = | |
|
TXN
|
Texas Instruments Inc. | 125.6M 1% | 724.0K | = | |
|
MA
|
Mastercard Incorporated - Class A | 118.5M 0.94% | 207.5K | = | |
|
DEO
|
Diageo plc - ADR | 118.3M 0.94% | 1.4M | +5.0K ↑0.37% | |
|
DG
|
Dollar General Corp. | 115.4M 0.92% | 869.2K | = | |
|
BAM
|
Brookfield Asset Management Inc. - Class A | 114.9M 0.91% | 2.2M | = | |
|
MCO
|
Moody`s Corp. | 109.3M 0.87% | 213.9K | = | |
|
HEI.A
|
Heico Corp. - Class A | 95.8M 0.76% | 379.6K | = | |
|
ROL
|
Rollins, Inc. | 89.4M 0.71% | 1.5M | +13.2K ↑0.90% | |
|
NVR
|
NVR Inc. | 87.6M 0.69% | 12.0K | +110 ↑0.92% | |
|
ADM
|
Archer Daniels Midland Co. | 86.6M 0.69% | 1.5M | = | |
|
MSCI
|
MSCI Inc | 82.0M 0.65% | 142.8K | = | |
|
JPM
|
JPMorgan Chase & Co. | 81.4M 0.64% | 252.6K | = | |
|
ITW
|
Illinois Tool Works, Inc. | 80.7M 0.64% | 327.5K | = | |
|
NSC
|
Norfolk Southern Corp. | 79.0M 0.62% | 273.5K | +17.0K ↑6.63% | |
|
SPGI
|
S&P Global Inc | 78.7M 0.62% | 150.7K | = | |
|
CG
|
Carlyle Group Inc (The) | 78.4M 0.62% | 1.3M | = | |
|
ECL
|
Ecolab, Inc. | 72.0M 0.57% | 274.3K | = | |
|
ODFL
|
Old Dominion Freight Line, Inc. | 66.1M 0.52% | 421.6K | +62.9K ↑17.53% |